13FBOX
Strategic Family Wealth Counselors, L.L.C. · 13F 持仓分析
期权收益计算器 机构排行

Strategic Family Wealth Counselors, L.L.C.

No.4688 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.30亿
环比变动 Q1 2026
+$4,921.7万+12.9%
持仓股票数
177
新买入
24
加仓
76
减仓
39
清仓
8
持股不变
38
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
4.26%4.03%$1,829.5万54.1万股$1,535.5万52.7万股+1.4万股+2.56%加仓
S嘉信策略信托SCHD
3.43%3.68%$1,474.0万46.5万股$1,403.0万45.7万股+7,542股+1.65%加仓
ROBLOX CL ARBLX
3.31%3.88%$1,421.8万26.1万股$1,478.8万26.1万股+5股+0.00%加仓
SSPDR标普500 ETFSPY
3.26%3.21%$1,402.6万1.9万股$1,221.5万1.9万股-1股-0.01%减仓
C资本集团成长ETFCGGR
3.23%3.01%$1,387.3万29.4万股$1,144.5万28.5万股+9,131股+3.21%加仓
V先锋领航白厅基金VYM
3.16%3.29%$1,360.1万8.6万股$1,254.2万8.5万股+1,377股+1.63%加仓
S嘉信·USSCHA
3.16%2.86%$1,357.9万37.6万股$1,089.2万37.5万股+1,294股+0.35%加仓
S嘉信策略信托SCHM
2.98%2.83%$1,279.5万34.7万股$1,077.6万34.8万股-1,041股-0.30%减仓
S嘉信·USSCHX
2.94%2.88%$1,263.6万42.9万股$1,097.5万42.8万股+1,319股+0.31%加仓
WWisdomTree信托DLN
2.76%2.81%$1,184.8万12.3万股$1,069.6万12.0万股+3,275股+2.74%加仓
I景顺交易所交易基金信托RSP
2.64%2.64%$1,135.1万5.3万股$1,005.9万5.2万股+936股+1.79%加仓
V先锋领航指数基金VTV
2.5%2.26%$1,072.9万4.9万股$860.3万4.4万股+5,382股+12.27%加仓
V先锋领航·MALVERN FDSVCRB
2.48%2.59%$1,064.6万13.8万股$986.6万12.8万股+1.0万股+8.11%加仓
C资本集团固定收益ETF信托CGCB
2.26%2.34%$970.1万37.1万股$892.6万34.0万股+3.1万股+9.01%加仓
SSPDR道富系列信托SDY
2.18%2.34%$936.9万6.2万股$891.9万6.1万股+449股+0.73%加仓
苹果AAPL
2.17%2.15%$934.2万3.2万股$817.5万3.2万股+75股+0.23%加仓
英伟达NVDA
2.1%2.07%$904.1万4.5万股$788.5万4.5万股-30股-0.07%减仓
优步UBER
2.09%2.35%$899.2万12.5万股$896.1万12.5万股+24股+0.02%加仓
AARK·ETF TRARKK
1.8%1.58%$772.7万9.6万股$601.2万8.9万股+6,653股+7.48%加仓
IiShares安硕·RUSSELLIWF
1.77%1.71%$762.9万6.1万股$652.3万1.5万股+4.6万股+301.58%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.63%1.63%$702.5万24.3万股$622.2万24.8万股-5,312股-2.14%减仓
F第一信托·USTFVD
1.63%1.79%$701.6万14.6万股$682.7万14.5万股+468股+0.32%加仓
IiShares安硕信托AOR
1.56%1.6%$671.9万9.7万股$608.0万9.4万股+2,184股+2.31%加仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
1.47%1.63%$633.8万8.5万股$618.9万8.5万股-8股-0.01%减仓
C资本集团固定收益ETF信托CGMS
1.29%1.44%$556.8万20.4万股$548.7万20.2万股+2,207股+1.10%加仓
I景顺QQQ信托VOO
1.29%1.07%$553.3万7,514股$409.1万7,088股+426股+6.01%加仓
V先锋领航指数基金VOO
1.23%1.1%$529.6万7,711股$419.7万7,023股+688股+9.80%加仓
V先锋领航指数基金VUG
1.21%1.09%$519.0万6.0万股$416.6万9,538股+5.1万股+531.68%加仓
IiShares安硕信托HDV
1.2%1.33%$514.3万18.8万股$506.2万3.7万股+15.0万股+403.08%加仓
PPacer基金信托COWZ
1.13%1.27%$485.2万7.8万股$484.0万7.7万股+634股+0.82%加仓
辉瑞PFE
0.98%1.3%$422.9万17.6万股$493.3万17.6万股-61股-0.03%减仓
V先锋领航全球基金VGT
0.97%0.75%$416.8万3.5万股$286.4万4,105股+3.1万股+749.43%加仓
V先锋领航·MIDVO
0.92%0.87%$397.6万4.9万股$333.1万1.2万股+3.8万股+325.49%加仓
V先锋领航国际股票指数基金VT
0.91%0.78%$392.9万2.5万股$298.5万2.2万股+3,451股+15.99%加仓
微软MSFT
0.89%1%$382.7万1.0万股$382.2万1.0万股-65股-0.63%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.84%1.13%$361.0万7.1万股$428.8万8.5万股-1.3万股-15.74%减仓
V先锋领航指数基金VB
0.83%0.77%$356.9万1.2万股$292.2万1.1万股+616股+5.52%加仓
C资本集团股息价值CCBG
0.73%0.65%$314.5万6.4万股$247.2万5.8万股+5,720股+9.84%加仓
I景顺自营指数基金BSCQ
0.72%0.81%$310.4万15.9万股$308.3万15.8万股+1,102股+0.70%加仓
CCAPITAL GBL GROWTH EQTCGGR
0.67%0.49%$288.2万6.8万股$187.3万5.6万股+1.2万股+21.27%加仓
亚马逊AMZN
0.63%0.68%$272.8万1.1万股$258.6万1.2万股-970股-7.81%减仓
J骏利Detroit策略信托VNLA
0.59%0.85%$255.1万5.2万股$323.0万6.6万股-1.4万股-21.03%减仓
IiShares安硕·MSCI ACWI ETFTOK
0.59%0.59%$254.5万1.6万股$222.8万1.6万股+112股+0.70%加仓
TTR ACTIVEBETA US LARGE CAP EQUITY ETFGSLC
0.55%0.55%$236.1万1.7万股$208.6万1.7万股-31股-0.19%减仓
IiShares安硕信托USMV
0.53%0.56%$227.2万2.4万股$211.3万2.3万股+769股+3.37%加仓
VisaV
0.51%0.63%$220.5万6,428股$240.1万7,945股-1,517股-19.09%减仓
S嘉信策略信托SCHF
0.5%0.5%$214.4万7.7万股$191.4万7.7万股+45股+0.06%加仓
BBITWISE FUNDS TRUSTBITQ
0.46%0.4%$196.8万8.0万股$151.5万8.0万股00.00%持仓不变
REAVES UTIL INCOME FDUTG
0.46%0.51%$196.2万4.8万股$196.0万5.0万股-1,722股-3.45%减仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
0.44%0.47%$189.4万2.3万股$180.7万2.3万股-21股-0.09%减仓

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