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 |
|---|---|---|---|---|---|---|---|---|
| KDP | KEURIG DR PEPPER INC | $8,316 | 0.00% | 254 | 23 | 10.0% | $753 | 加仓 |
| ILMN | ILLUMINA INC | $8,264 | 0.00% | 47 | 27 | 135.0% | $4,747 | 加仓 |
| MLM | MARTIN MARIETTA MATERIALS INC | $8,174 | 0.00% | 14 | 5 | 55.6% | $2,919 | 加仓 |
| GPC | GENUINE PARTS CO | $8,146 | 0.00% | 69 | 1 | 1.5% | $118 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $8,015 | 0.00% | 161 | 161 | — | $8,015 | 新建仓 |
| FDIS | FIDELITY MSCI CONSUMER | $7,955 | 0.00% | 77 | 62 | 413.3% | $6,405 | 加仓 |
| — | BEAZER HOMES USA INC | $7,854 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT HOLDING COMPANY | $7,852 | 0.00% | 52 | 52 | — | $7,852 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $7,839 | 0.00% | 23 | 2 | 9.5% | $682 | 加仓 |
| HUN | HUNTSMAN CORP | $7,836 | 0.00% | 738 | 6 | 0.8% | $64 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $7,785 | 0.00% | 135 | 17 | 14.4% | $980 | 加仓 |
| HP | HELMERICH & PAYNE INC | $7,769 | 0.00% | 237 | 1 | 0.4% | $33 | 加仓 |
| LEN | LENNAR CORP | $7,709 | 0.00% | 85 | 9 | 11.8% | $816 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7,702 | 0.00% | 22 | 7 | 46.7% | $2,451 | 加仓 |
| Q | QNITY ELECTRONICS INC | $7,691 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $7,487 | 0.00% | 18 | 18 | — | $7,487 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED FD | $7,430 | 0.00% | 124 | 124 | — | $7,430 | 新建仓 |
| NTRA | NATERA INC | $7,329 | 0.00% | 27 | 27 | — | $7,329 | 新建仓 |
| — | ESSILORLUXOTTICA | $7,315 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX FD | $7,282 | 0.00% | 82 | 1 | 1.2% | $89 | 加仓 |
| ZTS | ZOETIS INC | $7,277 | 0.00% | 101 | 5 | 5.2% | $360 | 加仓 |
| MUR | MURPHY OIL CORPORATION | $7,176 | 0.00% | 220 | 2 | 0.9% | $65 | 加仓 |
| MPLX | MPLX LP | $7,098 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| CCS | CENTURY COMMUNITIES INC | $7,060 | 0.00% | 99 | 1 | 1.0% | $71 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $7,029 | 0.00% | 287 | 2 | 0.7% | $49 | 加仓 |
| TGT | TARGET CORP | $6,983 | 0.00% | 53 | 11 | 26.2% | $1,449 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,954 | 0.00% | 14 | 1 | 7.7% | $497 | 加仓 |
| MPWR | MONOLITHIC POWER SYS INC | $6,912 | 0.00% | 5 | 5 | — | $6,912 | 新建仓 |
| MDLZ | MONDELEZ INTERNATIONAL INC | $6,858 | 0.00% | 119 | 8 | 7.2% | $461 | 加仓 |
| MELI | MERCADOLIBRE INC | $6,790 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE TWO INTERACTIVE SOFTWARE | $6,749 | 0.00% | 27 | 2 | 8.0% | $500 | 加仓 |
| LAMR | LAMAR ADVERTISING COMPANY | $6,697 | 0.00% | 43 | 1 | 2.4% | $156 | 加仓 |
| — | ELECTRONIC ARTS INC | $6,653 | 0.00% | 32 | 2 | 6.7% | $416 | 加仓 |
| FTS | FORTIS INC | $6,634 | 0.00% | 116 | 1 | 0.9% | $57 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED | $6,608 | 0.00% | 117 | 117 | — | $6,608 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $6,592 | 0.00% | 32 | 2 | 6.7% | $412 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH | $6,571 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC | $6,513 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| — | GLENCORE PLC | $6,479 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORPORATION | $6,462 | 0.00% | 57 | 32 | 128.0% | $3,628 | 加仓 |
| NUE | NUCOR CORP | $6,460 | 0.00% | 29 | 29 | — | $6,460 | 新建仓 |
| BIO | BIO-RAD LABORATORIES INC CL A | $6,459 | 0.00% | 22 | 6 | 37.5% | $1,762 | 加仓 |
| HEI/A | HEICO CORPORATION | $6,190 | 0.00% | 24 | 24 | — | $6,190 | 新建仓 |
| MARA | MARA HOLDINGS INC | $6,112 | 0.00% | 440 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N V | $6,102 | 0.00% | 1,063 | -2 | -0.2% | -$11 | 减仓 |
| VRSN | VERISIGN INC | $6,037 | 0.00% | 24 | 2 | 9.1% | $503 | 加仓 |
| VNO | VORNADO REALTY TRUST | $6,025 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $5,988 | 0.00% | 16 | 12 | 300.0% | $4,491 | 加仓 |
| — | BIOTRICITY INC | $5,985 | 0.00% | 48,263 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $5,940 | 0.00% | 81 | 7 | 9.5% | $513 | 加仓 |
| SPSB | SPDR SERIES TRUST | $5,912 | 0.00% | 197 | 197 | — | $5,912 | 新建仓 |
| AVNT | AVIENT CORPORATION | $5,860 | 0.00% | 159 | 2 | 1.3% | $74 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $5,852 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST EXCHANGE TRADED | $5,820 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | BASF SE | $5,803 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $5,779 | 0.00% | 92 | 1 | 1.1% | $63 | 加仓 |
| DIS | WALT DISNEY CO | $5,767 | 0.00% | 60 | 28 | 87.5% | $2,691 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $5,751 | 0.00% | 67 | 1 | 1.5% | $86 | 加仓 |
| GLDM | WORLD GOLD TRUST | $5,718 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FUND | $5,711 | 0.00% | 342 | 342 | — | $5,711 | 新建仓 |
| RMBS | RAMBUS INC | $5,708 | 0.00% | 43 | 43 | — | $5,708 | 新建仓 |
| — | BYD CO LTD | $5,577 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE INC | $5,525 | 0.00% | 60 | 45 | 300.0% | $4,144 | 重新持有 |
| KHC | KRAFT HEINZ COMPANY (THE) | $5,444 | 0.00% | 231 | 4 | 1.8% | $94 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $5,426 | 0.00% | 40 | -56 | -58.3% | -$7,596 | 减仓 |
| — | AIR LIQUIDE-ADR | $5,389 | 0.00% | 136 | 12 | 9.7% | $476 | 加仓 |
| MTSI | MACOM TECHNOLOGY SOLUTIONS | $5,325 | 0.00% | 14 | 14 | — | $5,325 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $5,279 | 0.00% | 198 | 31 | 18.6% | $827 | 加仓 |
| DTE | DTE ENERGY COMPANY | $5,259 | 0.00% | 35 | 4 | 12.9% | $601 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONVERTIBLE | $5,225 | 0.00% | 195 | 5 | 2.6% | $134 | 加仓 |
| RL | RALPH LAUREN CORPORATION | $5,218 | 0.00% | 13 | 13 | — | $5,218 | 新建仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $5,162 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC | $5,121 | 0.00% | 56 | 56 | — | $5,121 | 新建仓 |
| NVT | NVENT ELECTRIC PLC | $5,088 | 0.00% | 30 | 30 | — | $5,088 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $5,065 | 0.00% | 57 | 7 | 14.0% | $622 | 加仓 |
| VTR | VENTAS INC | $5,062 | 0.00% | 57 | 46 | 418.2% | $4,085 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $5,059 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $5,057 | 0.00% | 5 | -999 | -99.5% | -$101.04万 | 重新持有 |
| FUL | H B FULLER & CO | $5,013 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $4,926 | 0.00% | 120 | 20 | 20.0% | $821 | 加仓 |
| AIOT | POWERFLEET INC | $4,899 | 0.00% | 1,279 | 0 | 0.0% | — | 不变 |
| EUV | CORGI ETF TR I | $4,797 | 0.00% | 150 | 150 | — | $4,797 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,736 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $4,706 | 0.00% | 5,189 | 2,689 | 107.6% | $2,439 | 加仓 |
| COHU | COHU INC | $4,656 | 0.00% | 63 | 63 | — | $4,656 | 新建仓 |
| FIG | FIGMA INC | $4,613 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $4,592 | 0.00% | 51 | 1 | 2.0% | $90 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4,569 | 0.00% | 94 | 8 | 9.3% | $389 | 加仓 |
| LNTH | LANTHEUS HOLDINGS INC | $4,549 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $4,537 | 0.00% | 10 | 10 | — | $4,537 | 新建仓 |
| PM | PHILIP MORRIS INTERNATIONAL | $4,523 | 0.00% | 25 | 25 | — | $4,523 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $4,520 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HEALTH SERVICES INC | $4,476 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CENTERS CORPORATION | $4,465 | 0.00% | 56 | 56 | — | $4,465 | 新建仓 |
| GBX | GREENBRIER COMPANIES INC | $4,447 | 0.00% | 91 | 1 | 1.1% | $49 | 加仓 |
| XYLD | GLOBAL X FUNDS | $4,446 | 0.00% | 109 | 109 | — | $4,446 | 新建仓 |
| PHIN | PHINIA INC | $4,402 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORPORATION | $4,360 | 0.00% | 82 | 67 | 446.7% | $3,562 | 重新持有 |
| RHI | ROBERT HALF INC | $4,335 | 0.00% | 141 | 2 | 1.4% | $61 | 加仓 |
| PWR | QUANTA SERVICES INC | $4,323 | 0.00% | 6 | 1 | 20.0% | $720 | 加仓 |