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
ZM ZOOM COMMUNICATIONS INC $4,3160.00%50 00.0% — 不变
LUV SOUTHWEST AIRLINES CO $4,2850.00%83 1216.9% $620 加仓
DLR DIGITAL REALTY TRUST INC $4,1550.00%23 23— $4,155 新建仓
ODFL OLD DOMINION FREIGHT LINES INC $4,1190.00%19 19— $4,119 新建仓
TMUS T MOBILE US INC $4,0760.00%24 526.3% $849 加仓
LEA LEAR CORPORATION $4,0220.00%30 00.0% — 不变
WCN WASTE CONNECTIONS INC $4,0010.00%24 24— $4,001 新建仓
FIX COMFORT SYSTEMS USA INC $3,9650.00%2 2— $3,965 新建仓
C CITIGROUP INC $3,9190.00%28 28— $3,919 新建仓
BCC BOISE CASCADE COMPANY $3,9160.00%50 00.0% — 不变
FUTY FIDELITY COVINGTON TR $3,8560.00%66 66— $3,856 新建仓
SPYD SPDR SERIES TRUST $3,8170.00%80 80— $3,817 新建仓
RTX RTX CORPORATION $3,7950.00%20 -2,319-99.1% -$44.00万 重新持有
VHT VANGUARD WORLD FUNDS $3,7790.00%13 00.0% — 不变
NPO ENPRO INC $3,7730.00%10 10— $3,773 新建仓
EXPD EXPEDITORS INTERNATIONAL OF $3,7670.00%23 23— $3,767 新建仓
INGR INGREDION INC $3,7470.00%40 12.6% $94 加仓
CC CHEMOURS COMPANY (THE) $3,7450.00%183 -1-0.5% -$20 减仓
WFC WELLS FARGO & CO $3,7190.00%45 45— $3,719 新建仓
AMCR AMCOR PLC $3,6680.00%85 22.4% $86 加仓
QTUM ETF SER SOLUTIONS $3,6670.00%22 00.0% — 不变
OI O I GLASS INC $3,5440.00%368 00.0% — 不变
ALB ALBEMARLE CORPORATION $3,5230.00%26 00.0% — 不变
ELV ELEVANCE HEALTH INC $3,5100.00%9 480.0% $1,560 加仓
LCII LCI INDUSTRIES $3,4950.00%33 00.0% — 不变
BHE BENCHMARK ELECTRONICS INC $3,4530.00%35 35— $3,453 新建仓
ENPH ENPHASE ENERGY INC $3,3980.00%69 39130.0% $1,921 加仓
AXP AMERICAN EXPRESS COMPANY $3,3830.00%10 10— $3,383 新建仓
THC TENET HEALTHCARE CORPORATION $3,3670.00%18 00.0% — 不变
MS MORGAN STANLEY $3,3450.00%16 16— $3,345 新建仓
DUK DUKE ENERGY CORPORATION $3,3170.00%26 18225.0% $2,296 加仓
CRSP CRISPR THERAPEUTICS AG $3,2720.00%60 00.0% — 不变
WS WORTHINGTON STEEL INC $3,2370.00%96 00.0% — 不变
SLQD ISHARES TR $3,2360.00%64 00.0% — 不变
— INVESCO EXCHANGE TRADED FD TR $3,2180.00%99 11.0% $33 加仓
CLF CLEVELAND CLIFFS INC $3,2110.00%342 00.0% — 不变
IREN IREN LIMITED $3,2010.00%70 00.0% — 不变
AZO AUTOZONE INC $3,1960.00%1 1— $3,196 新建仓
GD GENERAL DYNAMICS CORP $3,1880.00%9 9— $3,188 新建仓
TTMI TTM TECHNOLOGIES INC $3,1790.00%17 17— $3,179 新建仓
— TIDAL TRUST I $3,1730.00%150 -131-46.6% -$2,771 减仓
WCC WESCO INTERNATIONAL INC $3,1250.00%9 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $3,1250.00%54 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $3,1060.00%179 -35-16.4% -$607 减仓
PTC PTC INC $3,0670.00%27 -973-97.3% -$11.05万 重新持有
ECL ECOLAB INC $3,0650.00%11 11— $3,065 新建仓
ENS ENERSYS $3,0500.00%13 8160.0% $1,877 加仓
RVTY REVVITY INC $3,0290.00%27 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $2,9740.00%38 38— $2,974 新建仓
VZ VERIZON COMMUNICATIONS $2,8790.00%68 38126.7% $1,609 加仓
— LIBERTY BROADBAND CORPORATION $2,8600.00%86 00.0% — 不变
CBRE CBRE GROUP INC $2,8280.00%21 21— $2,828 新建仓
NSIT INSIGHT ENTERPRISES INC $2,8010.00%23 00.0% — 不变
ESE ESCO TECHNOLOGIES INC $2,8000.00%8 8— $2,800 新建仓
SOFI SOFI TECHNOLOGIES INC $2,7430.00%153 -84-35.4% -$1,506 减仓
MO ALTRIA GROUP INC $2,7340.00%38 38— $2,734 新建仓
ERAS ERASCA INC $2,6750.00%146 146— $2,675 新建仓
IDXX IDEXX LABORATORIES CORP $2,6320.00%5 -497-99.0% -$26.16万 重新持有
TDOC TELADOC HEALTH INC $2,6120.00%308 00.0% — 不变
BBEU J P MORGAN EXCHANGE TRADED FD $2,5290.00%33 33— $2,529 新建仓
SMCI SUPER MICRO COMPUTER INC $2,4930.00%85 1521.4% $440 加仓
— VOLKSWAGEN AG $2,4600.00%30 00.0% — 不变
— VESTAS WIND SYSTEMS AS $2,4570.00%261 00.0% — 不变
EPD ENTERPRISE PRODUCTS PARTNERS $2,4480.00%67 00.0% — 不变
KSS KOHLS CORP $2,4100.00%136 21.5% $35 加仓
INDY ISHARES $2,3900.00%55 00.0% — 不变
FICO FAIR ISAAC INC $2,3900.00%2 1100.0% $1,195 加仓
D DOMINION ENERGY INC $2,3730.00%35 1145.8% $746 加仓
CL COLGATE PALMOLIVE COMPANY $2,2920.00%25 25— $2,292 新建仓
JOBY JOBY AVIATION INC $2,2660.00%254 254— $2,266 新建仓
BBSI BARRETT BUSINESS SERVICES INC $2,2580.00%64 11.6% $35 加仓
FN FABRINET $2,2480.00%4 4— $2,248 新建仓
SOLV SOLVENTUM CORPORATION $2,2370.00%29 00.0% — 不变
DTM DT MIDSTREAM INC $2,2310.00%15 00.0% — 不变
HE HAWAIIAN ELECTRIC INDUSTRIES $2,1860.00%162 00.0% — 不变
SPSC SPS COMM INC $2,1720.00%38 00.0% — 不变
BAC BANK OF AMERICA CORP $2,1650.00%38 38— $2,165 新建仓
PHYS SPROTT PHYSICAL GOLD TR $2,1120.00%70 00.0% — 不变
NOVT NOVANTA INC $2,1090.00%13 -647-98.0% -$10.50万 重新持有
CFG CITIZENS FINANCIAL GROUP INC $2,1020.00%30 30— $2,102 新建仓
CB CHUBB LTD $2,0440.00%6 6— $2,044 新建仓
CEG CONSTELLATION ENERGY $1,9900.00%8 6300.0% $1,492 加仓
HLT HILTON WORLDWIDE HOLDINGS INC $1,9830.00%6 -2-25.0% -$661 重新持有
LPX LOUISIANA PACIFIC CORP $1,9670.00%25 25— $1,967 新建仓
WGO WINNEBAGO INDUSTRIES INC $1,9640.00%63 23.3% $62 加仓
HII HUNTINGTON INGALLS INDUSTRIES $1,9590.00%7 7— $1,959 新建仓
JKS JINKOSOLAR HLDG CO LTD $1,9510.00%116 00.0% — 不变
BIIB BIOGEN INC $1,9450.00%9 -91-91.0% -$1.97万 重新持有
— LEGGETT & PLATT INC $1,9290.00%165 10.6% $12 加仓
COKE COCA COLA CONSOLIDATED INC $1,9280.00%10 00.0% — 不变
NOBL PROSHARES S&P 500 DIVIDEND $1,9230.00%34 00.0% — 不变
BLK BLACKROCK INC $1,9230.00%2 2— $1,923 新建仓
VTRS VIATRIS INC $1,8900.00%119 65120.4% $1,032 重新持有
CHRW C H ROBINSON WORLDWIDE INC $1,8830.00%10 10— $1,883 新建仓
AEIS ADVANCED ENERGY INDUSTRIES INC $1,8650.00%5 5— $1,865 新建仓
GM GENERAL MOTORS COMPANY $1,8500.00%24 -83-77.6% -$6,398 重新持有
FREL FIDELITY COVINGTON TRUST $1,8460.00%63 63— $1,846 新建仓
SCHW CHARLES SCHWAB CORP NEW $1,8450.00%20 20— $1,845 新建仓
BTC GRAYSCALE BITCOIN MINI TR ETF $1,8420.00%71 00.0% — 不变
IQV IQVIA HOLDINGS INC $1,7390.00%9 7350.0% $1,353 重新持有