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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,405.44万 | 3.51% | 55,378 | -22,159 | -28.6% | -$562.37万 | 减仓 |
| SPUS | TIDAL TRUST I | $1,282.88万 | 3.20% | 266,378 | 136,466 | 105.0% | $657.22万 | 重新持有 |
| NVDA | NVIDIA CORP | $1,252.15万 | 3.12% | 71,798 | -17,477 | -19.6% | -$304.80万 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE | $1,102.00万 | 2.75% | 156,622 | -7,054 | -4.3% | -$49.63万 | 重新持有 |
| VGT | VANGUARD SECTOR INDEX FDS | $1,029.74万 | 2.57% | 14,759 | -3,340 | -18.5% | -$233.03万 | 减仓 |
| VCR | VANGUARD SECTOR INDEX FDS | $992.92万 | 2.48% | 27,656 | -1,916 | -6.5% | -$68.79万 | 减仓 |
| VAW | VANGUARD SECTOR INDEX FDS | $937.83万 | 2.34% | 41,618 | -2,266 | -5.2% | -$51.06万 | 减仓 |
| QQQ | INVESCO QQQ TR | $925.20万 | 2.31% | 16,030 | -1,032 | -6.0% | -$59.56万 | 减仓 |
| VIS | VANGUARD SECTOR INDEX FDS | $806.50万 | 2.01% | 25,831 | -1,544 | -5.6% | -$48.21万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $780.75万 | 1.95% | 13,066 | -1,582 | -10.8% | -$94.53万 | 重新持有 |
| AMZN | AMAZON.COM INC | $777.85万 | 1.94% | 37,348 | -16,623 | -30.8% | -$346.21万 | 减仓 |
| VDE | VANGUARD SECTOR INDEX FDS | $697.20万 | 1.74% | 40,291 | -2,032 | -4.8% | -$35.16万 | 减仓 |
| GOOG | ALPHABET INC | $627.17万 | 1.56% | 21,863 | -7,331 | -25.1% | -$210.30万 | 减仓 |
| GOOGL | ALPHABET INC | $606.13万 | 1.51% | 21,078 | -18,227 | -46.4% | -$524.14万 | 减仓 |
| AVGO | BROADCOM INC | $605.11万 | 1.51% | 19,551 | -5,210 | -21.0% | -$161.25万 | 减仓 |
| — | EXXON MOBIL CORP | $550.00万 | 1.37% | 32,418 | -4,742 | -12.8% | -$80.45万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $530.38万 | 1.32% | 13,456 | -3,169 | -19.1% | -$124.91万 | 重新持有 |
| VDC | VANGUARD SECTOR INDEX FDS | $528.42万 | 1.32% | 23,528 | -881 | -3.6% | -$19.79万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $511.34万 | 1.28% | 20,919 | -2,036 | -8.9% | -$49.77万 | 重新持有 |
| MRK | MERCK & CO INC | $477.35万 | 1.19% | 39,683 | -8,084 | -16.9% | -$97.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $466.39万 | 1.16% | 12,599 | -3,559 | -22.0% | -$131.75万 | 重新持有 |
| NEM | NEWMONT CORPORATION | $453.62万 | 1.13% | 41,905 | -4,857 | -10.4% | -$52.58万 | 重新持有 |
| SCCO | SOUTHERN COPPER CORPORATION | $447.31万 | 1.12% | 25,997 | -2,924 | -10.1% | -$50.31万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS | $442.72万 | 1.10% | 18,265 | -1,551 | -7.8% | -$37.59万 | 重新持有 |
| CMI | CUMMINS INC | $433.96万 | 1.08% | 8,066 | -816 | -9.2% | -$43.90万 | 重新持有 |
| WMT | WALMART INC | $404.20万 | 1.01% | 32,524 | -3,548 | -9.8% | -$44.09万 | 重新持有 |
| ROST | ROSS STORES INC | $403.72万 | 1.01% | 18,636 | -1,476 | -7.3% | -$31.97万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $394.31万 | 0.98% | 7,892 | -1,246 | -13.6% | -$62.25万 | 减仓 |
| LRCX | LAM RESEARCH CORPORATION | $386.20万 | 0.96% | 18,075 | 551 | 3.1% | $11.77万 | 重新持有 |
| PH | PARKER HANNIFIN CORP | $378.98万 | 0.95% | 4,233 | -512 | -10.8% | -$45.84万 | 重新持有 |
| VPU | VANGUARD SECTOR INDEX FDS | $366.36万 | 0.91% | 18,490 | 234 | 1.3% | $4.64万 | 加仓 |
| CTVA | CORTEVA INC | $354.75万 | 0.89% | 42,379 | -3,638 | -7.9% | -$30.45万 | 减仓 |
| — | JONES LANG LASALLE INCOME PPTY | $346.68万 | 0.86% | 308,162 | -5,271 | -1.7% | -$5.93万 | 重新持有 |
| DFEM | DIMENSIONAL ETF TRUST | $334.06万 | 0.83% | 96,688 | 12,336 | 14.6% | $42.62万 | 加仓 |
| MMM | 3M COMPANY | $329.13万 | 0.82% | 22,663 | -3,736 | -14.2% | -$54.26万 | 减仓 |
| ASML | ASML HOLDING N V | $324.97万 | 0.81% | 2,460 | -315 | -11.4% | -$41.61万 | 减仓 |
| DAL | DELTA AIR LINES INC DEL | $318.63万 | 0.79% | 47,929 | -3,475 | -6.8% | -$23.10万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MFG CO | $312.51万 | 0.78% | 9,247 | -3,971 | -30.0% | -$134.20万 | 重新持有 |
| LLY | ELI LILLY & CO | $312.36万 | 0.78% | 3,396 | -333 | -8.9% | -$30.63万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $310.30万 | 0.77% | 31,328 | -1,737 | -5.3% | -$17.21万 | 重新持有 |
| BWA | BORG WARNER AUTOMOTIVE INC | $308.62万 | 0.77% | 56,877 | -5,402 | -8.7% | -$29.31万 | 减仓 |
| EMN | EASTMAN CHEMICAL CO | $295.39万 | 0.74% | 38,705 | 1,097 | 2.9% | $8.37万 | 重新持有 |
| RSG | REPUBLIC SERVICES INC | $295.08万 | 0.74% | 13,473 | -1,348 | -9.1% | -$29.52万 | 重新持有 |
| YUM | YUM BRANDS INC | $281.69万 | 0.70% | 18,118 | -1,024 | -5.3% | -$15.92万 | 重新持有 |
| CSCO | CISCO SYSTEMS INC | $276.26万 | 0.69% | 35,605 | -4,155 | -10.5% | -$32.24万 | 减仓 |
| KO | COCA COLA COMPANY | $268.54万 | 0.67% | 35,311 | -2,406 | -6.4% | -$18.30万 | 重新持有 |
| PLD | PROLOGIS INC | $263.11万 | 0.66% | 19,905 | -3,221 | -13.9% | -$42.58万 | 减仓 |
| VO | VANGUARD INDEX FUNDS | $262.93万 | 0.66% | 9,156 | -2,313 | -20.2% | -$66.42万 | 重新持有 |
| CSX | CSX CORPORATION | $261.99万 | 0.65% | 63,822 | 1,909 | 3.1% | $7.84万 | 重新持有 |
| HWM | HOWMET AEROSPACE INC | $258.52万 | 0.64% | 11,218 | -3,122 | -21.8% | -$71.95万 | 重新持有 |
| SYK | STRYKER CORP | $252.93万 | 0.63% | 7,698 | -668 | -8.0% | -$21.95万 | 重新持有 |
| SIEGY | SIEMENS AG | $248.96万 | 0.62% | 21,009 | -40 | -0.2% | -$4,740 | 重新持有 |
| TSLA | TESLA INC | $246.36万 | 0.61% | 6,627 | -198 | -2.9% | -$7.36万 | 减仓 |
| MCD | MCDONALDS CORP | $244.43万 | 0.61% | 7,865 | -990 | -11.2% | -$30.77万 | 重新持有 |
| COP | CONOCOPHILLIPS | $242.51万 | 0.61% | 18,372 | -1,952 | -9.6% | -$25.77万 | 减仓 |
| APD | AIR PRODUCTS & CHEMICALS INC | $237.50万 | 0.59% | 8,176 | -719 | -8.1% | -$20.89万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $237.17万 | 0.59% | 40,349 | -3,598 | -8.2% | -$21.15万 | 减仓 |
| STE | STERIS PLC | $236.89万 | 0.59% | 10,713 | -1,032 | -8.8% | -$22.82万 | 减仓 |
| HD | HOME DEPOT INC | $233.37万 | 0.58% | 7,096 | -942 | -11.7% | -$30.98万 | 重新持有 |
| COR | CENCORA INC | $232.53万 | 0.58% | 7,402 | -288 | -3.7% | -$9.05万 | 减仓 |
| P | EVERPURE INC | $230.16万 | 0.57% | 38,983 | -3,312 | -7.8% | -$19.55万 | 减仓 |
| XYL | XYLEM INC | $227.13万 | 0.57% | 19,006 | -2,264 | -10.6% | -$27.06万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $226.42万 | 0.56% | 14,401 | -182 | -1.2% | -$2.86万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $226.39万 | 0.56% | 4,606 | -398 | -8.0% | -$19.56万 | 重新持有 |
| ATR | APTARGROUP INC | $224.99万 | 0.56% | 17,854 | -902 | -4.8% | -$11.37万 | 减仓 |
| MP | MP MATERIALS CORP | $221.74万 | 0.55% | 45,947 | -4,181 | -8.3% | -$20.18万 | 重新持有 |
| SNPS | SYNOPSYS INC | $220.52万 | 0.55% | 5,562 | -625 | -10.1% | -$24.78万 | 重新持有 |
| CVS | CVS HEALTH CORPORATION | $216.94万 | 0.54% | 30,206 | -1,448 | -4.6% | -$10.40万 | 重新持有 |
| MDT | MEDTRONIC PLC | $216.48万 | 0.54% | 24,983 | -2,995 | -10.7% | -$25.95万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $215.81万 | 0.54% | 14,941 | 138 | 0.9% | $1.99万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $214.98万 | 0.54% | 17,509 | -6,998 | -28.6% | -$85.92万 | 减仓 |
| QCOM | QUALCOMM INC | $213.37万 | 0.53% | 16,568 | -1,394 | -7.8% | -$17.95万 | 重新持有 |
| PVH | PVH CORP | $208.50万 | 0.52% | 29,888 | -1,382 | -4.4% | -$9.64万 | 重新持有 |
| ADP | AUTOMATIC DATA PROCESSING INC | $201.48万 | 0.50% | 9,916 | -1,648 | -14.3% | -$33.49万 | 减仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $200.28万 | 0.50% | 12,327 | -1,014 | -7.6% | -$16.48万 | 减仓 |
| AMAT | APPLIED MATERIALS INC | $199.29万 | 0.50% | 5,831 | -3,092 | -34.7% | -$105.68万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $194.37万 | 0.48% | 9,198 | -2,861 | -23.7% | -$60.46万 | 减仓 |
| EFX | EQUIFAX INC | $190.61万 | 0.48% | 10,586 | -549 | -4.9% | -$9.89万 | 重新持有 |
| TT | TRANE TECHNOLOGIES PLC | $181.01万 | 0.45% | 4,343 | -1,118 | -20.5% | -$46.60万 | 减仓 |
| ADSK | AUTODESK INC | $180.22万 | 0.45% | 7,528 | -309 | -3.9% | -$7.40万 | 减仓 |
| GWW | W W GRAINGER INC | $179.42万 | 0.45% | 1,645 | -53 | -3.1% | -$5.78万 | 重新持有 |
| HAS | HASBRO INC | $174.57万 | 0.44% | 18,650 | -2,074 | -10.0% | -$19.41万 | 重新持有 |
| JKHY | HENRY JACK & ASSOCIATES INC | $170.32万 | 0.42% | 10,777 | -493 | -4.4% | -$7.79万 | 重新持有 |
| BE | BLOOM ENERGY CORPORATION | $170.31万 | 0.42% | 12,570 | -4,097 | -24.6% | -$55.51万 | 减仓 |
| IFF | INTL FLAVORS & FRAGRANCES INC | $168.33万 | 0.42% | 23,202 | -319 | -1.4% | -$2.31万 | 重新持有 |
| MSI | MOTOROLA SOLUTIONS INC | $165.94万 | 0.41% | 3,824 | -183 | -4.6% | -$7.94万 | 重新持有 |
| MKC | MCCORMICK & CO INC NON-VOTING | $163.22万 | 0.41% | 32,359 | -689 | -2.1% | -$3.48万 | 重新持有 |
| UPS | UNITED PARCEL SVC INC | $163.19万 | 0.41% | 16,587 | 343 | 2.1% | $3.37万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $155.19万 | 0.39% | 7,826 | -745 | -8.7% | -$14.77万 | 减仓 |
| OC | OWENS CORNING | $154.76万 | 0.39% | 14,301 | 511 | 3.7% | $5.53万 | 重新持有 |
| TTE | TOTALENERGIES SE | $143.94万 | 0.36% | 15,822 | 1,534 | 10.7% | $13.96万 | 加仓 |
| EBAY | EBAY INC | $142.65万 | 0.36% | 15,673 | -227 | -1.4% | -$2.07万 | 重新持有 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS | $142.34万 | 0.36% | 23,202 | -1,940 | -7.7% | -$11.90万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC | $136.03万 | 0.34% | 18,912 | -1,474 | -7.2% | -$10.60万 | 减仓 |
| PEP | PEPSICO INC | $134.57万 | 0.34% | 8,666 | 205 | 2.4% | $3.18万 | 重新持有 |
| CVLT | COMMVAULT SYSTEMS INC | $131.35万 | 0.33% | 16,863 | -1,174 | -6.5% | -$9.14万 | 重新持有 |
| IAU | ISHARES GOLD TRUST | $127.45万 | 0.32% | 14,457 | -29,059 | -66.8% | -$256.18万 | 重新持有 |
| IR | INGERSOLL RAND INC | $126.84万 | 0.32% | 15,832 | -1,793 | -10.2% | -$14.37万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $126.50万 | 0.32% | 20,159 | -1,243 | -5.8% | -$7.80万 | 重新持有 |
| NI | NISOURCE INC | $124.35万 | 0.31% | 26,651 | -838 | -3.0% | -$3.91万 | 减仓 |