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
BA BOEING CO $1,7320.00%8 -414-98.1% -$8.96万 重新持有
SJM SMUCKER J M COMPANY $1,6810.00%15 00.0% — 不变
CSW CSW INDUSTRIALS INC $1,6700.00%6 6— $1,670 新建仓
DIOD DIODES INC $1,6420.00%15 15— $1,642 新建仓
WMB WILLIAMS COMPANIES INC $1,6350.00%22 22— $1,635 新建仓
NRG NRG ENERGY INC $1,6210.00%11 337.5% $442 加仓
BKNG BOOKING HOLDINGS INC $1,6040.00%9 -30-76.9% -$5,347 重新持有
JBTM JBT MAREL CORPORATION $1,6010.00%11 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $1,5910.00%4 -609-99.3% -$24.22万 重新持有
RCL ROYAL CARIBBEAN GROUP $1,5880.00%5 5— $1,588 新建仓
ITT ITT INC $1,5820.00%8 8— $1,582 新建仓
SLB SLB LIMITED $1,5810.00%34 34— $1,581 新建仓
EXEL EXELIXIS INC $1,5230.00%28 -272-90.7% -$1.48万 重新持有
BCPC BALCHEM CORP $1,5210.00%9 9— $1,521 新建仓
ONTO ONTO INNOVATION INC $1,5140.00%4 4— $1,514 新建仓
MCK MCKESSON CORP $1,5110.00%2 2— $1,511 新建仓
CLVT CLARIVATE PLC $1,4820.00%686 00.0% — 不变
RAMP LIVERAMP HOLDINGS INC $1,4680.00%39 39— $1,468 新建仓
CLS CELESTICA INC $1,4590.00%4 4— $1,459 新建仓
DLTR DOLLAR TREE INC $1,4510.00%12 00.0% — 不变
WST WEST PHARMACEUTICAL SVCS INC $1,4360.00%4 4— $1,436 新建仓
AIR AAR CORP $1,4290.00%10 10— $1,429 新建仓
BX BLACKSTONE INC $1,4120.00%12 12— $1,412 新建仓
— QORVO INC $1,3990.00%15 15— $1,399 新建仓
FELE FRANKLIN ELECTRIC CO INC $1,3930.00%13 13— $1,393 新建仓
LFUS LITTELFUSE INC $1,3680.00%3 3— $1,368 新建仓
KRG KITE REALTY GROUP TRUST $1,3620.00%48 00.0% — 不变
COGT COGENT BIOSCIENCES INC $1,3550.00%35 35— $1,355 新建仓
KTB KONTOOR BRANDS INC $1,3320.00%16 00.0% — 不变
TDG TRANSDIGM GROUP INCORPORATED $1,3320.00%1 1— $1,332 新建仓
CME CME GROUP INC $1,3250.00%6 -1-14.3% -$221 重新持有
PGR PROGRESSIVE CORP-OHIO $1,3110.00%6 6— $1,311 新建仓
MTD METTLER-TOLEDO INTERNATIONAL $1,2780.00%1 1— $1,278 新建仓
EWG ISHARES MSCI GERMANY ETF $1,2660.00%31 13.3% $41 加仓
MRNA MODERNA INC $1,2610.00%18 12200.0% $841 重新持有
RBLX ROBLOX CORPORATION $1,2510.00%23 00.0% — 不变
MRP MILLROSE PROPERTIES INC $1,2430.00%41 12.5% $30 加仓
JLL JONES LANG LASALLE INC $1,2400.00%4 4— $1,240 新建仓
KR KROGER CO (THE) $1,2310.00%22 12120.0% $671 加仓
COF CAPITAL ONE FINANCIAL CORP $1,2040.00%6 6— $1,204 新建仓
HOOD ROBINHOOD MARKETS INC $1,2030.00%12 12— $1,203 新建仓
GOLF ACUSHNET HOLDINGS CORP $1,1880.00%10 10— $1,188 新建仓
FSLR FIRST SOLAR INC $1,1800.00%5 5— $1,180 新建仓
GNRC GENERAC HOLDINGS INC $1,1710.00%4 4— $1,171 新建仓
HBAN HUNTINGTON BANCSHARES INC $1,1700.00%66 66— $1,170 新建仓
AYI ACUITY INC $1,1300.00%3 3— $1,130 新建仓
DOW DOW INC $1,1220.00%41 41— $1,122 新建仓
AXON AXON ENTERPRISE INC $1,1210.00%2 2— $1,121 新建仓
HON HONEYWELL INTERNATIONAL INC $1,1200.00%5 5— $1,120 新建仓
MSCI MSCI INC $1,1200.00%2 2— $1,120 新建仓
RPM RPM INTERNATIONAL INC $1,1120.00%10 10— $1,112 新建仓
HONA HONEYWELL AEROSPACE INC $1,1050.00%5 5— $1,105 新建仓
CI CIGNA GROUP (THE) $1,1030.00%4 4— $1,103 新建仓
QLYS QUALYS INC $1,1000.00%8 8— $1,100 新建仓
CSL CARLISLE COMPANIES INC $1,0920.00%3 3— $1,092 新建仓
— KALARIS THERAPEUTICS INC $1,0910.00%268 00.0% — 不变
HAL HALLIBURTON COMPANY $1,0860.00%32 32— $1,086 新建仓
FTDR FRONTDOOR INC $1,0860.00%14 14— $1,086 新建仓
— TOPBUILD CORP $1,0640.00%3 00.0% — 不变
LECO LINCOLN ELEC HOLDINGS INC $1,0620.00%4 4— $1,062 新建仓
— SOFTBANK GROUP $1,0270.00%56 56— $1,027 新建仓
NOC NORTHROP GRUMMAN CORP $1,0190.00%2 2— $1,019 新建仓
EIDO ISHARES MSCI INDONESIA ETF $1,0170.00%90 22.3% $23 加仓
SWKS SKYWORKS SOLUTIONS INC $1,0170.00%15 15— $1,017 新建仓
— ENDAVA PLC $9960.00%352 00.0% — 不变
COMP COMPASS INC $9620.00%78 78— $962 新建仓
PSA PUBLIC STORAGE $9550.00%3 3— $955 新建仓
RBA RB GLOBAL INC $9340.00%8 8— $934 新建仓
OLLI OLLIE S BARGAIN OUTLET $9230.00%12 12— $923 新建仓
ETR ENTERGY CORP NEW $9190.00%8 -4-33.3% -$460 重新持有
NDSN NORDSON CORP $9050.00%3 3— $905 新建仓
ALNY ALNYLAM PHARMACEUTICALS INC $9030.00%3 3— $903 新建仓
HPE HEWLETT PACKARD ENTERPRISE $9020.00%20 20— $902 新建仓
DOV DOVER CORPORATION $8990.00%4 4— $899 新建仓
SPG SIMON PROPERTY GROUP INC $8950.00%4 4— $895 新建仓
PAYX PAYCHEX INC $8850.00%9 -40-81.6% -$3,933 减仓
AER AERCAP HOLDINGS NV $8820.00%6 00.0% — 不变
QXO QXO INC $8640.00%50 00.0% — 不变
CNC CENTENE CORP DEL $8340.00%13 13— $834 新建仓
PLPC PREFORMED LINE PRODUCTS CO $8210.00%2 2— $821 新建仓
AIG AMERICAN INTERNATIONAL GROUP $8200.00%11 222.2% $149 重新持有
PEG PUBLIC SERVICE ENTERPRISE $8120.00%10 10— $812 新建仓
HIG HARTFORD INSURANCE GROUP INC $7950.00%6 6— $795 新建仓
NOW SERVICENOW INC $7940.00%8 -42-84.0% -$4,168 减仓
HUM HUMANA INC $7940.00%2 2— $794 新建仓
CVNA CARVANA CO $7900.00%12 12— $790 新建仓
— NET LEASE OFFICE PROPERTIES $7750.00%70 812.9% $89 加仓
NTAP NETAPP INC $7740.00%5 -7-58.3% -$1,084 重新持有
— WTS OCCIDENTAL PETROLEUM $7720.00%29 00.0% — 不变
JBL JABIL INC $7710.00%2 2— $771 新建仓
ESLT ELBIT SYSTEMS LTD-ORD $7590.00%1 1— $759 新建仓
CCI CROWN CASTLE INC $7570.00%10 -302-96.8% -$2.29万 重新持有
KFRC KFORCE INC $7570.00%16 16— $757 新建仓
POWI POWER INTEGRATIONS INC $7560.00%9 9— $756 新建仓
CRH CRH PUBLIC LIMITED COMPANY $7490.00%7 7— $749 新建仓
VICI VICI PROPERTIES INC $7430.00%28 28— $743 新建仓
MAR MARRIOTT INTERNATIONAL $7410.00%2 2— $741 新建仓
IESC IES HOLDINGS INC $7350.00%1 1— $735 新建仓
WDAY WORKDAY INC $7350.00%6 6— $735 新建仓
CSTM CONSTELLIUM SE $7330.00%23 23— $733 新建仓