Strengthening Families & Communities, LLC
BOSTON MA · SEC CIK 0001921196
$4.01亿2026Q1 申报市值
587持仓数
26.2%前十大占比 · 第一大 3.5%
61 / 61新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPUS 重新持有+$657.22万
GLD 加仓+$56.67万
DFEM 加仓+$42.62万
VB 重新持有+$37.83万
WAT 重新持有+$32.64万
2026Q1 卖出最多 按季末市值估算
IYZ 重新持有-$984.80万
AAPL 减仓-$562.37万
GOOGL 减仓-$524.14万
AMZN 减仓-$346.21万
VYM 重新持有-$332.27万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $6,916 | 0.00% | 4 | -15 | -78.9% | -$2.59万 | 减仓 |
| NTR | NUTRIEN LTD | $6,874 | 0.00% | 91 | 1 | 1.1% | $76 | 加仓 |
| — | VTV THERAPEUTICS INC | $6,861 | 0.00% | 173 | 0 | 0.0% | — | 重新持有 |
| HRI | HERC HOLDINGS INC | $6,834 | 0.00% | 69 | 1 | 1.5% | $99 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX FD | $6,688 | 0.00% | 81 | 81 | — | $6,688 | 新建仓 |
| GLDM | WORLD GOLD TRUST | $6,674 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $6,579 | 0.00% | 76 | -3 | -3.8% | -$260 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC | $6,551 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| — | BASF SE | $6,551 | 0.00% | 434 | 0 | 0.0% | — | 重新持有 |
| KMB | KIMBERLY CLARK CORPORATION | $6,498 | 0.00% | 67 | -29 | -30.2% | -$2,813 | 重新持有 |
| FTS | FORTIS INC | $6,421 | 0.00% | 115 | 2 | 1.8% | $112 | 重新持有 |
| ELAN | ELANCO ANIMAL HEALTH | $6,389 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $6,375 | 0.00% | 111 | -52 | -31.9% | -$2,986 | 重新持有 |
| SNDK | SANDISK CORPORATION | $6,353 | 0.00% | 10 | -4 | -28.6% | -$2,541 | 减仓 |
| — | ELECTRONIC ARTS INC | $6,202 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| UNP | UNION PACIFIC CORP | $6,201 | 0.00% | 26 | -579 | -95.7% | -$13.81万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $6,084 | 0.00% | 231 | -164 | -41.5% | -$4,319 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $5,881 | 0.00% | 30 | -4 | -11.8% | -$784 | 重新持有 |
| CDNS | CADENCE DESIGN SYSTEMS INC | $5,835 | 0.00% | 21 | -4 | -16.0% | -$1,111 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,805 | 0.00% | 13 | -74 | -85.1% | -$3.30万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING | $5,803 | 0.00% | 83 | -1 | -1.2% | -$70 | 减仓 |
| ITW | ILLINOIS TOOL WORKS INC | $5,802 | 0.00% | 22 | -3 | -12.0% | -$791 | 重新持有 |
| HOG | HARLEY DAVIDSON INC | $5,770 | 0.00% | 285 | 285 | — | $5,770 | 新建仓 |
| ASYS | AMTECH SYSTEMS INC | $5,723 | 0.00% | 490 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $5,710 | 0.00% | 157 | 1 | 0.6% | $36 | 加仓 |
| ENTG | ENTEGRIS INC | $5,632 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SIG | SIGNET JEWELERS LIMITED | $5,624 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CCS | CENTURY COMMUNITIES INC | $5,622 | 0.00% | 98 | 98 | — | $5,622 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $5,569 | 0.00% | 86 | -12 | -12.2% | -$777 | 重新持有 |
| — | TIDAL TRUST I | $5,505 | 0.00% | 281 | 131 | 87.3% | $2,566 | 重新持有 |
| VRSN | VERISIGN INC | $5,464 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $5,431 | 0.00% | 47 | -16 | -25.4% | -$1,849 | 减仓 |
| FIG | FIGMA INC | $5,391 | 0.00% | 255 | 0 | 0.0% | — | 重新持有 |
| MLM | MARTIN MARIETTA MATERIALS INC | $5,389 | 0.00% | 9 | -14 | -60.9% | -$8,383 | 重新持有 |
| — | BEAZER HOMES USA INC | $5,387 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING COMPANY | $5,382 | 0.00% | 42 | -26 | -38.2% | -$3,332 | 重新持有 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $5,379 | 0.00% | 30 | 30 | — | $5,379 | 新建仓 |
| FUL | H B FULLER & CO | $5,282 | 0.00% | 86 | 86 | — | $5,282 | 新建仓 |
| NKE | NIKE INC | $5,282 | 0.00% | 100 | -850 | -89.5% | -$4.49万 | 重新持有 |
| NOW | SERVICENOW INC | $5,228 | 0.00% | 50 | -230 | -82.1% | -$2.40万 | 减仓 |
| TGT | TARGET CORP | $5,100 | 0.00% | 42 | -5 | -10.6% | -$607 | 减仓 |
| KHC | KRAFT HEINZ COMPANY (THE) | $5,098 | 0.00% | 227 | -62 | -21.5% | -$1,392 | 重新持有 |
| — | AIR LIQUIDE-ADR | $5,084 | 0.00% | 124 | 0 | 0.0% | — | 重新持有 |
| WOR | WORTHINGTON ENTERPRISES INC | $4,990 | 0.00% | 96 | 96 | — | $4,990 | 新建仓 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE | $4,938 | 0.00% | 25 | 25 | — | $4,938 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $4,881 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $4,755 | 0.00% | 62 | -184 | -74.8% | -$1.41万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HOLDINGS | $4,752 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COMPANIES INC | $4,745 | 0.00% | 90 | 90 | — | $4,745 | 新建仓 |
| ALB | ALBEMARLE CORPORATION | $4,673 | 0.00% | 26 | -612 | -95.9% | -$11.00万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $4,642 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4,586 | 0.00% | 167 | -91 | -35.3% | -$2,499 | 重新持有 |
| DTE | DTE ENERGY COMPANY | $4,572 | 0.00% | 31 | 23 | 287.5% | $3,392 | 重新持有 |
| RMD | RESMED INC | $4,568 | 0.00% | 20 | 20 | — | $4,568 | 新建仓 |
| PAYX | PAYCHEX INC | $4,484 | 0.00% | 49 | -44 | -47.3% | -$4,026 | 重新持有 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,463 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| BIO | BIO-RAD LABORATORIES INC CL A | $4,460 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| XNIEX | VIRTUS EQUITY & CONVERTIBLE | $4,447 | 0.00% | 190 | 7 | 3.8% | $164 | 加仓 |
| INGR | INGREDION INC | $4,425 | 0.00% | 39 | 39 | — | $4,425 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $4,409 | 0.00% | 96 | -32 | -25.0% | -$1,470 | 减仓 |
| — | LIBERTY BROADBAND CORPORATION | $4,326 | 0.00% | 86 | 0 | 0.0% | — | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,236 | 0.00% | 15 | -3 | -16.7% | -$847 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $4,150 | 0.00% | 74 | -3,396 | -97.9% | -$19.05万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $4,144 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST EXCHANGE TRADED | $4,057 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY (THE) | $4,043 | 0.00% | 184 | -15 | -7.5% | -$330 | 重新持有 |
| TMUS | T MOBILE US INC | $4,031 | 0.00% | 19 | -24 | -55.8% | -$5,092 | 重新持有 |
| ZM | ZOOM COMMUNICATIONS INC | $4,020 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LCII | LCI INDUSTRIES | $4,009 | 0.00% | 33 | 1 | 3.1% | $121 | 加仓 |
| VNO | VORNADO REALTY TRUST | $3,984 | 0.00% | 153 | 146 | 2,085.7% | $3,802 | 重新持有 |
| AIOT | POWERFLEET INC | $3,939 | 0.00% | 1,279 | 0 | 0.0% | — | 不变 |
| OI | O I GLASS INC | $3,868 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| BCC | BOISE CASCADE COMPANY | $3,815 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $3,764 | 0.00% | 237 | 151 | 175.6% | $2,398 | 加仓 |
| PHIN | PHINIA INC | $3,644 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORPORATION | $3,632 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| — | ENHABIT INC | $3,607 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC | $3,590 | 0.00% | 440 | 0 | 0.0% | — | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $3,543 | 0.00% | 18 | -70 | -79.5% | -$1.38万 | 减仓 |
| RHI | ROBERT HALF INC | $3,523 | 0.00% | 139 | -2,672 | -95.1% | -$6.77万 | 重新持有 |
| VHT | VANGUARD WORLD FUNDS | $3,431 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORPORATION | $3,397 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $3,312 | 0.00% | 83 | 83 | — | $3,312 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $3,221 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $3,208 | 0.00% | 64 | 1 | 1.6% | $50 | 加仓 |
| LNTH | LANTHEUS HOLDINGS INC | $3,110 | 0.00% | 41 | 41 | — | $3,110 | 新建仓 |
| DIS | WALT DISNEY CO | $3,076 | 0.00% | 32 | -223 | -87.5% | -$2.14万 | 重新持有 |
| — | VOLKSWAGEN AG | $3,000 | 0.00% | 30 | 0 | 0.0% | — | 重新持有 |
| — | GOLDMINING INC | $2,975 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| JKS | JINKOSOLAR HLDG CO LTD | $2,950 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STEEL INC | $2,913 | 0.00% | 96 | 96 | — | $2,913 | 新建仓 |
| CLF | CLEVELAND CLIFFS INC | $2,890 | 0.00% | 342 | -1,645 | -82.8% | -$1.39万 | 重新持有 |
| CRSP | CRISPR THERAPEUTICS AG | $2,854 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD TR | $2,854 | 0.00% | 98 | -1 | -1.0% | -$29 | 减仓 |
| PWR | QUANTA SERVICES INC | $2,747 | 0.00% | 5 | 0 | 0.0% | — | 重新持有 |
| LUV | SOUTHWEST AIRLINES CO | $2,667 | 0.00% | 71 | -26 | -26.8% | -$977 | 重新持有 |
| — | VESTAS WIND SYSTEMS AS | $2,551 | 0.00% | 261 | 0 | 0.0% | — | 重新持有 |
| GT | GOODYEAR TIRE & RUBBER CO | $2,526 | 0.00% | 381 | 381 | — | $2,526 | 新建仓 |
| EPD | ENTERPRISE PRODUCTS PARTNERS | $2,520 | 0.00% | 67 | 1 | 1.5% | $38 | 重新持有 |
| PHYS | SPROTT PHYSICAL GOLD TR | $2,481 | 0.00% | 70 | 0 | 0.0% | — | 不变 |