13F 机构持仓

Strengthening Families & Communities, LLC

BOSTON MA · SEC CIK 0001921196

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.50亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.6%
SPUS 3.4%
NVDA 3.2%
VGT 3.1%
FHLC 2.7%
QQQ 2.6%
VCR 2.5%
VAW 2.2%
VIS 2.1%
MRVL 2.1%

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
XE X ENERGY INC $2.37万0.01%1,292 1,292— $2.37万 新建仓
XLP SELECT SECTOR SPDR TRUST $2.43万0.01%292 20.7% $166 加仓
EHC ENCOMPASS HEALTH CORPORATION $2.50万0.01%247 -51-17.1% -$5,160 减仓
SHOP SHOPIFY INC $2.50万0.01%219 00.0% — 不变
SNDK SANDISK CORPORATION $2.50万0.01%11 110.0% $2,274 加仓
HCA HCA HEALTHCARE INC $2.51万0.01%64 11.6% $392 加仓
KNX KNIGHT SWIFT TRANSPORTATION $2.53万0.01%325 10.3% $78 加仓
AMN AMN HEALTHCARE SVCS INC $2.54万0.01%786 00.0% — 不变
G GENPACT LIMITED $2.55万0.01%926 -24,736-96.4% -$68.02万 减仓
XLE SELECT SECTOR SPDR TRUST $2.68万0.01%504 40.8% $212 加仓
VOX VANGUARD WORLD FUNDS $2.68万0.01%146 -46-24.0% -$8,454 减仓
AMGN AMGEN INC $2.73万0.01%75 710.3% $2,550 加仓
PHO INVESCO EXCHANGE TRADED FUND $2.73万0.01%396 10.3% $69 加仓
FPI FARMLAND PARTNERS INC $2.74万0.01%2,834 220.8% $213 加仓
GWW W W GRAINGER INC $2.76万0.01%20 -1,625-98.8% -$224.36万 减仓
MGA MAGNA INTERNATIONAL INC $2.80万0.01%427 -64-13.0% -$4,203 减仓
JPST J P MORGAN EXCHANGE TRADED $2.81万0.01%555 555— $2.81万 新建仓
PCAR PACCAR INC $2.86万0.01%238 62.6% $720 加仓
FAST FASTENAL CO $2.93万0.01%611 12525.7% $6,002 加仓
AMT AMERICAN TOWER CORPORATION $3.00万0.01%183 42.2% $655 加仓
M MACYS INC $3.05万0.01%1,297 141.1% $330 加仓
STLD STEEL DYNAMICS INC $3.07万0.01%134 10.8% $229 加仓
XLF SELECT SECTOR SPDR TRUST $3.09万0.01%576 28396.6% $1.52万 加仓
SBRA SABRA HEALTH CARE REIT INC $3.10万0.01%1,590 231.5% $449 加仓
IGV ISHARES TRUST $3.13万0.01%345 198134.7% $1.79万 加仓
SGOV ISHARES TRUST $3.15万0.01%313 -238-43.2% -$2.39万 减仓
TRFM ETF SERIES SOLUTIONS $3.16万0.01%501 00.0% — 不变
WPC W P CAREY INC $3.19万0.01%446 -53-10.6% -$3,786 减仓
FDX FEDEX CORP $3.30万0.01%105 66.1% $1,883 加仓
QBTS D WAVE QUANTUM INC $3.44万0.01%1,433 00.0% — 不变
ENFR ALERIAN ENERGY INFRASTRUCTURE $3.49万0.01%916 460100.9% $1.75万 加仓
MLI MUELLER INDUSTRIES INC $3.49万0.01%284 00.0% — 不变
LIN LINDE PLC $3.53万0.01%68 69.7% $3,116 加仓
WSO WATSCO INC $3.58万0.01%86 00.0% — 不变
DELL DELL TECHNOLOGIES INC $3.62万0.01%84 33.7% $1,292 加仓
AG FIRST MAJESTIC SILVER CORP $3.62万0.01%2,134 10.0% $17 加仓
CAT CATERPILLAR INC $3.64万0.01%34 39.7% $3,214 加仓
IBB ISHARES TR $3.67万0.01%193 00.0% — 不变
HIW HIGHWOODS PROPERTIES INC $3.69万0.01%1,224 201.7% $603 加仓
MNST MONSTER BEVERAGE CORPORATION $3.71万0.01%386 143.8% $1,346 加仓
— BAYERISCHE MOTOREN WERKE $3.76万0.01%1,725 00.0% — 不变
PLUS EPLUS INC $3.79万0.01%455 173.9% $1,414 加仓
DE DEERE & CO $3.90万0.01%61 47.0% $2,558 加仓
PAAS PAN AMERICAN SILVER CORP $3.94万0.01%880 10.1% $45 加仓
WAT WATERS CORP $4.01万0.01%107 -1,027-90.6% -$38.52万 减仓
B BARRICK MNG CORP $4.07万0.01%1,107 20.2% $73 加仓
CVX CHEVRON CORPORATION $4.09万0.01%247 3416.0% $5,626 加仓
WPM WHEATON PRECIOUS METALS $4.11万0.01%366 10.3% $112 加仓
COHR COHERENT CORP $4.14万0.01%105 55.0% $1,972 加仓
IGPT INVESCO EXCHANGE TRADED FD TR $4.17万0.01%400 00.0% — 不变
AU ANGLOGOLD ASHANTI PLC $4.17万0.01%516 51.0% $404 加仓
GNK GENCO SHIPPING & TRADING $4.29万0.01%1,730 251.5% $619 加仓
ARTY ISHARES TRUST $4.31万0.01%566 26889.9% $2.04万 加仓
ABBV ABBVIE INC $4.42万0.01%176 2315.0% $5,772 加仓
TER TERADYNE INC $4.47万0.01%92 910.8% $4,369 加仓
KOPN KOPIN CORP $4.48万0.01%10,000 00.0% — 不变
SMH VANECK ETF TR $4.61万0.01%70 46.1% $2,633 加仓
XLV SELECT SECTOR SPDR TRUST $4.74万0.01%299 10.3% $159 加仓
KMI KINDER MORGAN INC $4.80万0.01%1,500 332.2% $1,055 加仓
TJX TJX COMPANIES INC NEW $4.81万0.01%318 206.7% $3,027 加仓
CE CELANESE CORPORATION $5.05万0.01%1,097 00.0% — 不变
EMR EMERSON ELECTRIC CO $5.05万0.01%353 247.3% $3,435 加仓
IJK ISHARES S&P MID CAP 400 GROWTH $5.08万0.01%432 00.0% — 不变
ASHR DBX ETF TRUST $5.13万0.01%1,399 00.0% — 不变
VUG VANGUARD INDEX FUNDS $5.18万0.01%602 20.3% $172 加仓
FLS FLOWSERVE CORP $5.29万0.01%713 10.1% $74 加仓
FXI ISHARES CHINA LARGE CAP ETF $5.35万0.01%1,694 130.8% $411 加仓
GILD GILEAD SCIENCES INC $5.39万0.01%427 235.7% $2,903 加仓
XLY SELECT SECTOR SPDR TRUST $5.43万0.01%463 -13-2.7% -$1,524 减仓
XNTK SPDR SERIES TRUST $5.44万0.01%139 00.0% — 不变
GXC SPDR INDEX SHS FDS $5.48万0.01%633 50.8% $433 加仓
LMT LOCKHEED MARTIN CORP $5.53万0.01%108 00.0% — 不变
AVY AVERY DENNISON CORP $5.57万0.01%343 10.3% $162 加仓
JCI JOHNSON CONTROLS $5.76万0.01%394 328.8% $4,677 加仓
O REALTY INCOME CORP $5.85万0.01%945 121.3% $743 加仓
TKO TKO GROUP HOLDINGS INC $5.88万0.01%292 10.3% $201 加仓
XEL XCEL ENERGY INC $5.92万0.01%738 141.9% $1,124 加仓
TDS TELEPHONE & DATA SYSTEM INC $5.99万0.01%1,618 20.1% $74 加仓
GSL GLOBAL SHIP LEASE INC $6.07万0.01%1,615 261.6% $978 加仓
MOS MOSAIC COMPANY $6.19万0.01%2,921 150.5% $318 加仓
MBB ISHARES TRUST $6.29万0.01%666 71.1% $662 加仓
SNAP SNAP INC $6.36万0.01%14,319 -101-0.7% -$448 减仓
GLW CORNING INC $6.46万0.01%253 31.2% $766 加仓
VTV VANGUARD INDEX FUNDS $6.68万0.01%307 20.7% $435 加仓
INDA ISHARES TR $6.69万0.01%1,354 00.0% — 不变
PPLT ABRDN PLATINUM ETF TRUST $6.71万0.01%4,750 1,33038.9% $1.88万 加仓
MPC MARATHON PETE CORP $6.93万0.02%271 10.4% $256 加仓
RIO RIO TINTO PLC $6.96万0.02%733 25152.1% $2.38万 加仓
DHI D R HORTON INC $6.98万0.02%428 61.4% $978 加仓
PANW PALO ALTO NETWORKS INC $7.13万0.02%209 147.2% $4,774 加仓
CGON CG ONCOLOGY INC $7.16万0.02%1,008 80.8% $568 加仓
VTWO VANGUARD RUSSELL 2000 $7.28万0.02%599 -32-5.1% -$3,887 减仓
GSG ISHARES S&P GSCI COMMODITY $7.32万0.02%2,561 251.0% $715 加仓
T AT&T INC $7.47万0.02%3,610 1143.3% $2,360 加仓
APP APPLOVIN CORPORATION $7.93万0.02%154 32.0% $1,546 加仓
WEC WEC ENERGY GROUP INC $7.95万0.02%681 131.9% $1,518 加仓
TWLO TWILIO INC $8.17万0.02%396 00.0% — 不变
ULS UL SOLUTIONS INC $8.88万0.02%871 10.1% $102 加仓
APH AMPHENOL CORPORATION $8.96万0.02%508 5010.9% $8,816 加仓
ACWX ISHARES MSCI ACWI EX US INDEX $9.25万0.02%1,216 17316.6% $1.32万 加仓