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 |
|---|---|---|---|---|---|---|---|---|
| STE | STERIS PLC | $227.89万 | 0.51% | 10,823 | 110 | 1.0% | $2.32万 | 加仓 |
| XYL | XYLEM INC | $228.42万 | 0.51% | 19,323 | 317 | 1.7% | $3.75万 | 加仓 |
| OC | OWENS CORNING | $232.98万 | 0.52% | 14,657 | 356 | 2.5% | $5.66万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $233.02万 | 0.52% | 15,398 | 997 | 6.9% | $15.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $233.59万 | 0.52% | 15,930 | 989 | 6.6% | $14.50万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $235.65万 | 0.52% | 4,700 | 94 | 2.0% | $4.71万 | 加仓 |
| CVLT | COMMVAULT SYSTEMS INC | $237.16万 | 0.53% | 16,733 | -130 | -0.8% | -$1.84万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $242.40万 | 0.54% | 8,268 | 92 | 1.1% | $2.70万 | 加仓 |
| SYK | STRYKER CORP | $244.00万 | 0.54% | 7,750 | 52 | 0.7% | $1.64万 | 加仓 |
| SNPS | SYNOPSYS INC | $246.10万 | 0.55% | 5,517 | -45 | -0.8% | -$2.01万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $251.80万 | 0.56% | 40,038 | -311 | -0.8% | -$1.96万 | 减仓 |
| HD | HOME DEPOT INC | $253.34万 | 0.56% | 7,183 | 87 | 1.2% | $3.07万 | 加仓 |
| MP | MP MATERIALS CORP | $256.51万 | 0.57% | 45,798 | -149 | -0.3% | -$8,345 | 减仓 |
| EMN | EASTMAN CHEMICAL CO | $274.39万 | 0.61% | 40,966 | 2,261 | 5.8% | $15.14万 | 加仓 |
| PLD | PROLOGIS INC | $281.01万 | 0.63% | 20,743 | 838 | 4.2% | $11.35万 | 加仓 |
| VRT | VERTIV HOLDINGS LLC | $281.99万 | 0.63% | 8,422 | 8,422 | — | $281.99万 | 新建仓 |
| RSG | REPUBLIC SERVICES INC | $288.69万 | 0.64% | 13,548 | 75 | 0.6% | $1.60万 | 加仓 |
| KO | COCA COLA COMPANY | $289.28万 | 0.64% | 35,595 | 284 | 0.8% | $2.31万 | 加仓 |
| YUM | YUM BRANDS INC | $294.22万 | 0.65% | 18,405 | 287 | 1.6% | $4.59万 | 加仓 |
| TSLA | TESLA INC | $294.34万 | 0.65% | 6,998 | 371 | 5.6% | $15.60万 | 加仓 |
| VO | VANGUARD INDEX FUNDS | $295.77万 | 0.66% | 36,710 | 86 | 0.2% | $6,929 | 加仓 |
| ANET | ARISTA NETWORKS INC | $299.04万 | 0.67% | 17,603 | 94 | 0.5% | $1.60万 | 加仓 |
| CSX | CSX CORPORATION | $302.60万 | 0.67% | 63,666 | -156 | -0.2% | -$7,415 | 减仓 |
| QCOM | QUALCOMM INC | $306.82万 | 0.68% | 16,604 | 36 | 0.2% | $6,652 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $307.90万 | 0.68% | 11,452 | 234 | 2.1% | $6.29万 | 加仓 |
| P | EVERPURE INC | $308.65万 | 0.69% | 39,174 | 191 | 0.5% | $1.50万 | 加仓 |
| CVS | CVS HEALTH CORPORATION | $315.12万 | 0.70% | 30,462 | 256 | 0.8% | $2.65万 | 加仓 |
| CTVA | CORTEVA INC | $358.03万 | 0.80% | 42,276 | -103 | -0.2% | -$8,723 | 减仓 |
| WMT | WALMART INC | $367.40万 | 0.82% | 32,439 | -85 | -0.3% | -$9,627 | 减仓 |
| BE | BLOOM ENERGY CORPORATION | $377.29万 | 0.84% | 12,464 | -106 | -0.8% | -$3.21万 | 减仓 |
| BWA | BORG WARNER AUTOMOTIVE INC | $377.52万 | 0.84% | 56,856 | -21 | -0.0% | -$1,394 | 减仓 |
| VPU | VANGUARD SECTOR INDEX FDS | $379.34万 | 0.84% | 19,381 | 891 | 4.8% | $17.44万 | 加仓 |
| MMM | 3M COMPANY | $381.63万 | 0.85% | 23,570 | 907 | 4.0% | $14.69万 | 加仓 |
| NEM | NEWMONT CORPORATION | $389.81万 | 0.87% | 41,735 | -170 | -0.4% | -$1.59万 | 减仓 |
| ROST | ROSS STORES INC | $394.82万 | 0.88% | 18,549 | -87 | -0.5% | -$1.85万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $398.18万 | 0.89% | 97,977 | 1,289 | 1.3% | $5.24万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $405.88万 | 0.90% | 7,903 | 11 | 0.1% | $5,649 | 加仓 |
| LLY | ELI LILLY & CO | $410.33万 | 0.91% | 3,421 | 25 | 0.7% | $3.00万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $411.53万 | 0.92% | 4,207 | -26 | -0.6% | -$2.54万 | 减仓 |
| CSCO | CISCO SYSTEMS INC | $425.92万 | 0.95% | 36,261 | 656 | 1.8% | $7.71万 | 加仓 |
| AMAT | APPLIED MATERIALS INC | $430.85万 | 0.96% | 5,959 | 128 | 2.2% | $9.25万 | 加仓 |
| — | EXXON MOBIL CORP | $452.26万 | 1.01% | 33,079 | 661 | 2.0% | $9.04万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO | $453.63万 | 1.01% | 9,499 | 252 | 2.7% | $12.03万 | 加仓 |
| SCCO | SOUTHERN COPPER CORPORATION | $453.86万 | 1.01% | 26,045 | 48 | 0.2% | $8,365 | 加仓 |
| MSFT | MICROSOFT CORP | $464.82万 | 1.03% | 12,461 | -138 | -1.1% | -$5.15万 | 减仓 |
| ASML | ASML HOLDING N V | $485.36万 | 1.08% | 2,440 | -20 | -0.8% | -$3.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS | $524.49万 | 1.17% | 18,651 | 386 | 2.1% | $10.85万 | 加仓 |
| MRK | MERCK & CO INC | $531.35万 | 1.18% | 41,350 | 1,667 | 4.2% | $21.42万 | 加仓 |
| VDC | VANGUARD SECTOR INDEX FDS | $534.54万 | 1.19% | 23,706 | 178 | 0.8% | $4.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $545.56万 | 1.21% | 21,481 | 562 | 2.7% | $14.27万 | 加仓 |
| CMI | CUMMINS INC | $573.22万 | 1.28% | 8,037 | -29 | -0.4% | -$2.07万 | 减仓 |
| VDE | VANGUARD SECTOR INDEX FDS | $610.68万 | 1.36% | 40,677 | 386 | 1.0% | $5.79万 | 加仓 |
| AVGO | BROADCOM INC | $662.08万 | 1.47% | 17,527 | -2,024 | -10.4% | -$76.46万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $708.52万 | 1.58% | 16,351 | -1,724 | -9.5% | -$74.70万 | 减仓 |
| GOOGL | ALPHABET INC | $718.38万 | 1.60% | 20,102 | -976 | -4.6% | -$34.88万 | 减仓 |
| GOOG | ALPHABET INC | $766.45万 | 1.70% | 21,692 | -171 | -0.8% | -$6.04万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $834.64万 | 1.86% | 13,531 | 75 | 0.6% | $4.63万 | 加仓 |
| AMZN | AMAZON.COM INC | $885.27万 | 1.97% | 37,143 | -205 | -0.5% | -$4.89万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $896.19万 | 1.99% | 13,049 | -17 | -0.1% | -$1.17万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $924.31万 | 2.06% | 31,029 | -299 | -1.0% | -$8.91万 | 减仓 |
| VIS | VANGUARD SECTOR INDEX FDS | $928.24万 | 2.06% | 25,757 | -74 | -0.3% | -$2.67万 | 减仓 |
| VAW | VANGUARD SECTOR INDEX FDS | $973.51万 | 2.17% | 42,550 | 932 | 2.2% | $21.32万 | 加仓 |
| VCR | VANGUARD SECTOR INDEX FDS | $1,112.71万 | 2.48% | 28,055 | 399 | 1.4% | $15.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,150.82万 | 2.56% | 15,628 | -402 | -2.5% | -$29.60万 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE | $1,230.79万 | 2.74% | 159,326 | 2,704 | 1.7% | $20.89万 | 加仓 |
| VGT | VANGUARD SECTOR INDEX FDS | $1,393.08万 | 3.10% | 116,557 | -1,515 | -1.3% | -$18.11万 | 减仓 |
| NVDA | NVIDIA CORP | $1,432.17万 | 3.19% | 71,576 | -222 | -0.3% | -$4.44万 | 减仓 |
| SPUS | TIDAL TRUST I | $1,519.85万 | 3.38% | 264,321 | -2,057 | -0.8% | -$11.83万 | 减仓 |
| AAPL | APPLE INC | $1,623.81万 | 3.61% | 56,117 | 739 | 1.3% | $21.38万 | 加仓 |