StrongBox Wealth, LLC 13F 持仓 · 2026年Q2
StrongBox Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 266 只证券，申报市值合计 3.51 亿美元。前几大持仓：JPST（8.91%）、SHY（4.26%）、GOOGL（4.02%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $31.3M | 8.91% | 618,387 | 增持 |
| 2 | SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $15.0M | 4.26% | 182,124 | 增持 |
| 3 | GOOGL | ALPHABET INC CAP STK CL A | $14.1M | 4.02% | 39,443 | 减持 |
| 4 | CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | $14.0M | 3.98% | 380,063 | 减持 |
| 5 | QQQ | INVESCO QQQ TRUST SERIES I | $13.3M | 3.78% | 18,009 | 增持 |
| 6 | QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $12.8M | 3.66% | 58,556 | 增持 |
| 7 | IJH | ISHARES CORE S&P MID-CAP ETF | $11.8M | 3.35% | 152,477 | 减持 |
| 8 | AVGO | BROADCOM INC COM | $10.5M | 2.99% | 27,822 | 减持 |
| 9 | ETN | EATON CORP PLC SHS | $9.0M | 2.55% | 21,011 | 减持 |
| 10 | JPM | JPMORGAN CHASE & CO COM | $8.6M | 2.45% | 26,280 | 增持 |
| 11 | V | VISA INC COM CL A | $8.3M | 2.35% | 24,060 | 增持 |
| 12 | MSFT | MICROSOFT CORP COM | $8.1M | 2.32% | 21,817 | 减持 |
| 13 | COST | COSTCO WHOLESALE CORPORATION COM | $7.6M | 2.15% | 8,080 | 增持 |
| 14 | XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $7.4M | 2.12% | 169,102 | 增持 |
| 15 | RTX | RTX CORPORATION COM | $7.4M | 2.11% | 39,106 | 增持 |
| 16 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $7.2M | 2.06% | 127,988 | 减持 |
| 17 | NVDA | NVIDIA CORPORATION COM | $7.1M | 2.03% | 35,593 | 增持 |
| 18 | AMZN | AMAZON COM INC COM | $6.8M | 1.95% | 28,697 | 增持 |
| 19 | LLY | ELI LILLY & CO COM | $6.8M | 1.92% | 5,631 | 增持 |
| 20 | NEE | NEXTERA ENERGY INC COM | $6.7M | 1.91% | 76,548 | 增持 |
| 21 | JMST | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $6.5M | 1.84% | 126,661 | 增持 |
| 22 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $6.4M | 1.83% | 27,115 | 增持 |
| 23 | AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $5.8M | 1.66% | 65,183 | 增持 |
| 24 | LIN | LINDE PLC SHS | $5.7M | 1.63% | 11,016 | 增持 |
| 25 | AAPL | APPLE INC COM | $5.6M | 1.60% | 19,438 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR