申报总市值
US$1.4亿
申报季度: 2026-03-31 · 持股只数: 86
Strong Retirement Solutions LLC在最新一期 13F 报告中披露了 86 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 21.7%。
减仓 XHLF
-42.2% -US$202.3万
减仓 ACIO
-13.3% -US$234.9万
加仓 APH
+80.4% US$123.2万
加仓 AMD
+82.1% US$113.9万
减仓 JUCY
-40.5% -US$103.9万
减仓 DVN
-72.5% -US$92.7万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 8.18% | -1.27% | -13.30% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.89% | -0.04% | -6.87% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | +0.02% | +26.20% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.41% | — | +8.31% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 4.37% | -0.01% | -4.47% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.15% | +0.31% | +18.22% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | -0.10% | +7.86% | |
| 8 | ADME | Aptus Drwdwn Mgd Eqty ETF | ETF-其他 | 2.70% | -0.47% | -14.88% | |
| 9 | FANG | Diamondback Energy INC | 股票-能源 | 2.54% | +0.55% | -6.69% | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.52% | — | +4.18% | |
| 11 | PWR | Quanta Services INC | 股票-工业 | 2.34% | — | -19.38% | |
| 12 | WMT | Walmart INC | 股票-非周期性消费 | 2.23% | — | -9.89% | |
| 13 | NOW | Servicenow INC | 股票-科技 | 2.19% | +0.56% | +89.75% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.18% | — | +10.79% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 2.12% | +0.91% | +80.37% | |
| 16 | PGR | Progressive CORP | 股票-金融 | 2.05% | +0.24% | +25.12% | |
| 17 | AMT | American Tower CORP | 股票-房地产 | 2.01% | +0.33% | +17.17% | |
| 18 | CHE | Chemed CORP | 股票-医疗保健 | 1.99% | +0.26% | +25.42% | |
| 19 | CPRT | Copart INC | 股票-工业 | 1.95% | — | +23.25% | |
| 20 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.95% | -1.29% | -42.19% | |
| 21 | BR | Broadridge Financial Solutio | 股票-科技 | 1.91% | — | +41.32% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.89% | +0.84% | +82.05% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.87% | -0.46% | -16.14% | |
| 24 | UBER | Uber Technologies INC | 股票-工业 | 1.53% | -0.07% | +4.66% | |
| 25 | JUCY | Aptus Enhanced Yield ETF | ETF-其他 | 1.06% | -0.66% | -40.53% | |
| 26 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.00% | +0.26% | +55.68% | |
| 27 | NFLX | Netflix INC | 股票-通信服务 | 0.97% | +0.38% | +53.80% | |
| 28 | SHOP | Shopify INC - Class A | 股票-科技 | 0.95% | -0.35% | -4.31% | |
| 29 | ACN | Accenture plc | 股票-科技 | 0.91% | — | +50.22% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | +0.28% | +45.01% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.88% | — | +5.96% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.88% | — | -28.34% | |
| 33 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 0.88% | — | +20.89% | |
| 34 | MSI | Motorola Solutions INC | 股票-科技 | 0.86% | +0.17% | +5.66% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | — | +34.85% | |
| 36 | NEE | Nextera Energy INC | 股票-公用事业 | 0.80% | — | -0.92% | |
| 37 | ROP | Roper Technologies INC | 股票-科技 | 0.79% | +0.24% | +73.70% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.79% | -0.23% | -13.00% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | +0.78% | NEW | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.78% | — | +0.90% | |
| 41 | AVGO | Broadcom INC | 股票-科技 | 0.76% | — | +16.66% | |
| 42 | SPGI | S&p Global INC | 股票-金融 | 0.76% | — | +45.22% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.76% | — | -10.78% | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.76% | — | +26.07% | |
| 45 | MA | Mastercard INC - A | 股票-金融 | 0.74% | -0.15% | -8.63% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.73% | — | +29.93% | |
| 47 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.73% | — | +11.72% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.70% | — | +14.51% | |
| 49 | PHM | Pultegroup INC | 股票-周期性消费 | 0.69% | — | +5.67% | |
| 50 | SYK | Stryker CORP | 股票-医疗保健 | 0.68% | — | +21.59% |
Q3 2026表现
+1.5%
近4个季度表现
+6.3%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的83%）计算
Strong Retirement Solutions LLC 在 2026-03-31 最显著的持仓异动： 清仓: Cyberark Software LTD; 清仓: Lowe's Cos INC (LOW); 新建仓: Schwab (charles) CORP (SCHW); 清仓: Elevance Health INC (ELV); 清仓: Sherwin-williams Co/the (SHW).