Strengthening Families & Communities, LLC
BOSTON MA · SEC CIK 0001921196
$4.50亿2026Q2 申报市值
844持仓数
27.3%前十大占比 · 第一大 3.6%
243 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRT 新建仓+$281.99万
INTU 加仓+$201.02万
RKLB 新建仓+$174.36万
SPCX 新建仓+$100.21万
MRK 加仓+$21.42万
2026Q2 卖出最多 按季末市值估算
DAL 减仓-$437.01万
JONES LANG LASAL 清仓-$346.68万
SIEGY 清仓-$248.96万
GWW 减仓-$224.36万
GS 重新持有-$101.04万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BBCA | J P MORGAN EXCHANGE TRADED FD | $1.08万 | 0.00% | 108 | 108 | — | $1.08万 | 新建仓 |
| ENTG | ENTEGRIS INC | $1.08万 | 0.00% | 60 | 12 | 25.0% | $2,161 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.09万 | 0.00% | 17 | 17 | — | $1.09万 | 新建仓 |
| ADM | ARCHER-DANIELS-MIDLAND CO | $1.10万 | 0.00% | 144 | 44 | 44.0% | $3,350 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1.10万 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $1.12万 | 0.00% | 121 | 14 | 13.1% | $1,299 | 加仓 |
| ASYS | AMTECH SYSTEMS INC | $1.13万 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.14万 | 0.00% | 112 | -40 | -26.3% | -$4,088 | 减仓 |
| NASA | TEMA ETF TRUST | $1.15万 | 0.00% | 378 | 378 | — | $1.15万 | 新建仓 |
| ARCB | ARCBEST CORPORATION | $1.15万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTERNATIONAL INC-CL A | $1.16万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD TR | $1.16万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC | $1.18万 | 0.00% | 341 | 301 | 752.5% | $1.04万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.19万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $1.20万 | 0.00% | 32 | 11 | 52.4% | $4,128 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1.21万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD SECTOR INDEX FDS | $1.22万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $1.22万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $1.25万 | 0.00% | 1,291 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES INC | $1.25万 | 0.00% | 57 | 10 | 21.3% | $2,201 | 加仓 |
| URI | UNITED RENTALS INC | $1.26万 | 0.00% | 11 | 1 | 10.0% | $1,145 | 加仓 |
| — | TAYLOR MORRISON HOME | $1.26万 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $1.27万 | 0.00% | 13 | 1 | 8.3% | $976 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX | $1.29万 | 0.00% | 436 | 3 | 0.7% | $89 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $1.29万 | 0.00% | 1,563 | 0 | 0.0% | — | 不变 |
| DAN | DANA INCORPORATED | $1.30万 | 0.00% | 479 | 2 | 0.4% | $54 | 加仓 |
| AEM | AGNICO EAGLE MINES LIMITED | $1.30万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL | $1.31万 | 0.00% | 814 | 0 | 0.0% | — | 不变 |
| JPLD | J P MORGAN EXCHANGE TRADED FD | $1.31万 | 0.00% | 251 | 251 | — | $1.31万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD TR | $1.32万 | 0.00% | 550 | 6 | 1.1% | $144 | 加仓 |
| WELL | WELLTOWER INC | $1.32万 | 0.00% | 58 | 52 | 866.7% | $1.18万 | 重新持有 |
| — | HEIDELBERG MATERIALS AG | $1.32万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD FTSE EMERGING MARKETS | $1.32万 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES TRUST | $1.34万 | 0.00% | 360 | 6 | 1.7% | $224 | 加仓 |
| KGC | KINROSS GOLD CORP | $1.35万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORPORATION NEW | $1.36万 | 0.00% | 329 | -1 | -0.3% | -$41 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FUNDS | $1.37万 | 0.00% | 232 | 2 | 0.9% | $118 | 加仓 |
| AA | ALCOA CORPORATION | $1.37万 | 0.00% | 263 | 1 | 0.4% | $52 | 加仓 |
| AME | AMETEK INC NEW | $1.38万 | 0.00% | 57 | 2 | 3.6% | $484 | 加仓 |
| — | ISHARES TRUST | $1.39万 | 0.00% | 773 | 25 | 3.3% | $450 | 加仓 |
| SU | SUNCOR ENERGY INC | $1.39万 | 0.00% | 259 | 2 | 0.8% | $108 | 加仓 |
| CNQ | CANADIAN NATURAL RESOURCES | $1.42万 | 0.00% | 360 | 4 | 1.1% | $158 | 加仓 |
| VMC | VULCAN MATERIALS CO | $1.43万 | 0.00% | 49 | 21 | 75.0% | $6,150 | 加仓 |
| EWZ | ISHARES INC | $1.44万 | 0.00% | 418 | 4 | 1.0% | $138 | 加仓 |
| VLTO | VERALTO CORPORATION | $1.45万 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORPORATION | $1.49万 | 0.00% | 178 | 1 | 0.6% | $84 | 加仓 |
| NET | CLOUDFLARE INC | $1.52万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $1.53万 | 0.00% | 90 | 14 | 18.4% | $2,374 | 加仓 |
| SO | SOUTHERN CO | $1.54万 | 0.00% | 161 | 10 | 6.6% | $955 | 加仓 |
| SBGSY | SCHNEIDER ELECTRIC SE | $1.55万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVESTORS INC | $1.55万 | 0.00% | 326 | 5 | 1.6% | $238 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1.57万 | 0.00% | 78 | -4 | -4.9% | -$803 | 减仓 |
| NVS | NOVARTIS AG | $1.57万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS INC | $1.57万 | 0.00% | 25 | 1 | 4.2% | $629 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.59万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $1.62万 | 0.00% | 39 | 3 | 8.3% | $1,248 | 加仓 |
| GGN | GAMCO GLOBAL GOLD NATURAL | $1.62万 | 0.00% | 3,355 | 58 | 1.8% | $281 | 加仓 |
| XLU | SELECT SECTOR SPDR TRUST | $1.63万 | 0.00% | 360 | 2 | 0.6% | $91 | 加仓 |
| DDOG | DATADOG INC | $1.64万 | 0.00% | 63 | 3 | 5.0% | $781 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1.64万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| PULS | PGIM ETF TRUST | $1.65万 | 0.00% | 332 | 332 | — | $1.65万 | 新建仓 |
| MHO | MI HOMES INC | $1.66万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| JBHT | JB HUNT TRANSPORT SERVICES INC | $1.67万 | 0.00% | 58 | 3 | 5.5% | $862 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS | $1.67万 | 0.00% | 245 | 2 | 0.8% | $137 | 加仓 |
| NIO | NIO INC | $1.70万 | 0.00% | 3,356 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HOLDINGS INC | $1.71万 | 0.00% | 104 | 8 | 8.3% | $1,314 | 加仓 |
| — | FIRST TR EXHCANGE TRADED FD VI | $1.72万 | 0.00% | 268 | 2 | 0.8% | $129 | 加仓 |
| PHM | PULTEGROUP INC | $1.74万 | 0.00% | 127 | 1 | 0.8% | $137 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $1.78万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.78万 | 0.00% | 105 | 5 | 5.0% | $848 | 加仓 |
| XLRE | SELECT SECTOR SPDR TRUST | $1.81万 | 0.00% | 411 | 4 | 1.0% | $176 | 加仓 |
| KLAC | KLA CORPORATION | $1.81万 | 0.00% | 60 | 60 | — | $1.81万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $1.84万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TR | $1.85万 | 0.00% | 555 | 155 | 38.8% | $5,160 | 加仓 |
| KMX | CARMAX INC | $1.85万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1.85万 | 0.00% | 78 | 3 | 4.0% | $712 | 加仓 |
| VMI | VALMONT INDUSTRIES INC | $1.85万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| TRV | THE TRAVELERS COMPANIES INC | $1.89万 | 0.00% | 57 | 2 | 3.6% | $662 | 加仓 |
| SSRM | SSR MINING INC | $1.90万 | 0.00% | 673 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $1.92万 | 0.00% | 378 | -469 | -55.4% | -$2.38万 | 减仓 |
| BHP | BHP GROUP LIMITED | $1.93万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N V | $1.93万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BP | BP P L C SPONSORED ADR | $1.94万 | 0.00% | 524 | 5 | 1.0% | $185 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1.95万 | 0.00% | 206 | -7,468 | -97.3% | -$70.60万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIALS | $1.97万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TRUST | $2.06万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ENHANCED SHORT MATURITY | $2.09万 | 0.00% | 207 | 207 | — | $2.09万 | 新建仓 |
| DVA | DAVITA INC | $2.09万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORPORATION PLC | $2.11万 | 0.00% | 50 | 7 | 16.3% | $2,960 | 加仓 |
| LOGI | LOGITECH INTERNATIONAL SA | $2.13万 | 0.00% | 227 | -4,319 | -95.0% | -$40.57万 | 减仓 |
| VFC | VF CORPORATION | $2.17万 | 0.00% | 1,302 | 5 | 0.4% | $83 | 加仓 |
| MFC | MANULIFE FINANCIAL CORP | $2.18万 | 0.00% | 537 | 83 | 18.3% | $3,364 | 加仓 |
| XLB | SELECT SECTOR SPDR FUND | $2.19万 | 0.00% | 430 | 2 | 0.5% | $102 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED FD | $2.21万 | 0.00% | 294 | 294 | — | $2.21万 | 新建仓 |
| CMBS | ISHARES CMBS ETF | $2.22万 | 0.00% | 457 | 4 | 0.9% | $194 | 加仓 |
| FTNT | FORTINET INC | $2.23万 | 0.00% | 145 | 50 | 52.6% | $7,681 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.27万 | 0.01% | 89 | -29 | -24.6% | -$7,381 | 减仓 |
| VLO | VALERO ENERGY CORP NEW | $2.27万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING INC | $2.32万 | 0.01% | 1,423 | -759 | -34.8% | -$1.24万 | 减仓 |
| ADI | ANALOG DEVICES INC | $2.35万 | 0.01% | 59 | 15 | 34.1% | $5,969 | 加仓 |