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
XLY SELECT SECTOR SPDR TRUST $5.43万0.01%463 -13-2.7% -$1,524 减仓
GILD GILEAD SCIENCES INC $5.39万0.01%427 235.7% $2,903 加仓
FXI ISHARES CHINA LARGE CAP ETF $5.35万0.01%1,694 130.8% $411 加仓
FLS FLOWSERVE CORP $5.29万0.01%713 10.1% $74 加仓
VUG VANGUARD INDEX FUNDS $5.18万0.01%602 20.3% $172 加仓
ASHR DBX ETF TRUST $5.13万0.01%1,399 00.0% — 不变
IJK ISHARES S&P MID CAP 400 GROWTH $5.08万0.01%432 00.0% — 不变
EMR EMERSON ELECTRIC CO $5.05万0.01%353 247.3% $3,435 加仓
CE CELANESE CORPORATION $5.05万0.01%1,097 00.0% — 不变
TJX TJX COMPANIES INC NEW $4.81万0.01%318 206.7% $3,027 加仓
KMI KINDER MORGAN INC $4.80万0.01%1,500 332.2% $1,055 加仓
XLV SELECT SECTOR SPDR TRUST $4.74万0.01%299 10.3% $159 加仓
SMH VANECK ETF TR $4.61万0.01%70 46.1% $2,633 加仓
KOPN KOPIN CORP $4.48万0.01%10,000 00.0% — 不变
TER TERADYNE INC $4.47万0.01%92 910.8% $4,369 加仓
ABBV ABBVIE INC $4.42万0.01%176 2315.0% $5,772 加仓
ARTY ISHARES TRUST $4.31万0.01%566 26889.9% $2.04万 加仓
GNK GENCO SHIPPING & TRADING $4.29万0.01%1,730 251.5% $619 加仓
AU ANGLOGOLD ASHANTI PLC $4.17万0.01%516 51.0% $404 加仓
IGPT INVESCO EXCHANGE TRADED FD TR $4.17万0.01%400 00.0% — 不变
COHR COHERENT CORP $4.14万0.01%105 55.0% $1,972 加仓
WPM WHEATON PRECIOUS METALS $4.11万0.01%366 10.3% $112 加仓
CVX CHEVRON CORPORATION $4.09万0.01%247 3416.0% $5,626 加仓
B BARRICK MNG CORP $4.07万0.01%1,107 20.2% $73 加仓
WAT WATERS CORP $4.01万0.01%107 -1,027-90.6% -$38.52万 减仓
PAAS PAN AMERICAN SILVER CORP $3.94万0.01%880 10.1% $45 加仓
DE DEERE & CO $3.90万0.01%61 47.0% $2,558 加仓
PLUS EPLUS INC $3.79万0.01%455 173.9% $1,414 加仓
— BAYERISCHE MOTOREN WERKE $3.76万0.01%1,725 00.0% — 不变
MNST MONSTER BEVERAGE CORPORATION $3.71万0.01%386 143.8% $1,346 加仓
HIW HIGHWOODS PROPERTIES INC $3.69万0.01%1,224 201.7% $603 加仓
IBB ISHARES TR $3.67万0.01%193 00.0% — 不变
CAT CATERPILLAR INC $3.64万0.01%34 39.7% $3,214 加仓
AG FIRST MAJESTIC SILVER CORP $3.62万0.01%2,134 10.0% $17 加仓
DELL DELL TECHNOLOGIES INC $3.62万0.01%84 33.7% $1,292 加仓
WSO WATSCO INC $3.58万0.01%86 00.0% — 不变
LIN LINDE PLC $3.53万0.01%68 69.7% $3,116 加仓
MLI MUELLER INDUSTRIES INC $3.49万0.01%284 00.0% — 不变
ENFR ALERIAN ENERGY INFRASTRUCTURE $3.49万0.01%916 460100.9% $1.75万 加仓
QBTS D WAVE QUANTUM INC $3.44万0.01%1,433 00.0% — 不变
FDX FEDEX CORP $3.30万0.01%105 66.1% $1,883 加仓
WPC W P CAREY INC $3.19万0.01%446 -53-10.6% -$3,786 减仓
TRFM ETF SERIES SOLUTIONS $3.16万0.01%501 00.0% — 不变
SGOV ISHARES TRUST $3.15万0.01%313 -238-43.2% -$2.39万 减仓
IGV ISHARES TRUST $3.13万0.01%345 198134.7% $1.79万 加仓
SBRA SABRA HEALTH CARE REIT INC $3.10万0.01%1,590 231.5% $449 加仓
XLF SELECT SECTOR SPDR TRUST $3.09万0.01%576 28396.6% $1.52万 加仓
STLD STEEL DYNAMICS INC $3.07万0.01%134 10.8% $229 加仓
M MACYS INC $3.05万0.01%1,297 141.1% $330 加仓
AMT AMERICAN TOWER CORPORATION $3.00万0.01%183 42.2% $655 加仓
FAST FASTENAL CO $2.93万0.01%611 12525.7% $6,002 加仓
PCAR PACCAR INC $2.86万0.01%238 62.6% $720 加仓
JPST J P MORGAN EXCHANGE TRADED $2.81万0.01%555 555— $2.81万 新建仓
MGA MAGNA INTERNATIONAL INC $2.80万0.01%427 -64-13.0% -$4,203 减仓
GWW W W GRAINGER INC $2.76万0.01%20 -1,625-98.8% -$224.36万 减仓
FPI FARMLAND PARTNERS INC $2.74万0.01%2,834 220.8% $213 加仓
PHO INVESCO EXCHANGE TRADED FUND $2.73万0.01%396 10.3% $69 加仓
AMGN AMGEN INC $2.73万0.01%75 710.3% $2,550 加仓
VOX VANGUARD WORLD FUNDS $2.68万0.01%146 -46-24.0% -$8,454 减仓
XLE SELECT SECTOR SPDR TRUST $2.68万0.01%504 40.8% $212 加仓
G GENPACT LIMITED $2.55万0.01%926 -24,736-96.4% -$68.02万 减仓
AMN AMN HEALTHCARE SVCS INC $2.54万0.01%786 00.0% — 不变
KNX KNIGHT SWIFT TRANSPORTATION $2.53万0.01%325 10.3% $78 加仓
HCA HCA HEALTHCARE INC $2.51万0.01%64 11.6% $392 加仓
SNDK SANDISK CORPORATION $2.50万0.01%11 110.0% $2,274 加仓
SHOP SHOPIFY INC $2.50万0.01%219 00.0% — 不变
EHC ENCOMPASS HEALTH CORPORATION $2.50万0.01%247 -51-17.1% -$5,160 减仓
XLP SELECT SECTOR SPDR TRUST $2.43万0.01%292 20.7% $166 加仓
XE X ENERGY INC $2.37万0.01%1,292 1,292— $2.37万 新建仓
ADI ANALOG DEVICES INC $2.35万0.01%59 1534.1% $5,969 加仓
CDE COEUR MINING INC $2.32万0.01%1,423 -759-34.8% -$1.24万 减仓
VLO VALERO ENERGY CORP NEW $2.27万0.01%87 00.0% — 不变
SNOW SNOWFLAKE INC $2.27万0.01%89 -29-24.6% -$7,381 减仓
FTNT FORTINET INC $2.23万0.00%145 5052.6% $7,681 加仓
CMBS ISHARES CMBS ETF $2.22万0.00%457 40.9% $194 加仓
BBJP J P MORGAN EXCHANGE TRADED FD $2.21万0.00%294 294— $2.21万 新建仓
XLB SELECT SECTOR SPDR FUND $2.19万0.00%430 20.5% $102 加仓
MFC MANULIFE FINANCIAL CORP $2.18万0.00%537 8318.3% $3,364 加仓
VFC VF CORPORATION $2.17万0.00%1,302 50.4% $83 加仓
LOGI LOGITECH INTERNATIONAL SA $2.13万0.00%227 -4,319-95.0% -$40.57万 减仓
ETN EATON CORPORATION PLC $2.11万0.00%50 716.3% $2,960 加仓
DVA DAVITA INC $2.09万0.00%94 00.0% — 不变
MINT PIMCO ENHANCED SHORT MATURITY $2.09万0.00%207 207— $2.09万 新建仓
IEF ISHARES TRUST $2.06万0.00%218 00.0% — 不变
FIDU FIDELITY MSCI INDUSTRIALS $1.97万0.00%197 00.0% — 不变
ON ON SEMICONDUCTOR CORP $1.95万0.00%206 -7,468-97.3% -$70.60万 减仓
BP BP P L C SPONSORED ADR $1.94万0.00%524 51.0% $185 加仓
NBIS NEBIUS GROUP N V $1.93万0.00%70 00.0% — 不变
BHP BHP GROUP LIMITED $1.93万0.00%231 00.0% — 不变
DUSB DIMENSIONAL ETF TRUST $1.92万0.00%378 -469-55.4% -$2.38万 减仓
SSRM SSR MINING INC $1.90万0.00%673 00.0% — 不变
TRV THE TRAVELERS COMPANIES INC $1.89万0.00%57 23.6% $662 加仓
VMI VALMONT INDUSTRIES INC $1.85万0.00%32 00.0% — 不变
GRMN GARMIN LTD $1.85万0.00%78 34.0% $712 加仓
KMX CARMAX INC $1.85万0.00%350 00.0% — 不变
IBIT ISHARES BITCOIN TR $1.85万0.00%555 15538.8% $5,160 加仓
ARM ARM HOLDINGS PLC $1.84万0.00%52 00.0% — 不变
KLAC KLA CORPORATION $1.81万0.00%60 60— $1.81万 新建仓
XLRE SELECT SECTOR SPDR TRUST $1.81万0.00%411 41.0% $176 加仓
CTAS CINTAS CORP $1.78万0.00%105 55.0% $848 加仓