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Stonebridge Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Stonebridge Wealth Management, LLC

No.8967 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.12亿
环比变动 Q1 2026
+$736.1万+7.1%
持仓股票数
37
新买入
2
加仓
12
减仓
15
清仓
1
持股不变
8
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
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
21.76%22.34%$2,430.5万48.3万股$2,330.7万46.3万股+2.0万股+4.26%加仓
WWisdomTree信托DDLS
8.98%9.27%$1,002.5万22.8万股$967.4万22.3万股+4,983股+2.24%加仓
AAMEREN COMDHS
8.72%8.95%$974.4万8.6万股$934.0万8.6万股+197股+0.23%加仓
WWisdomTree信托DTH
7.17%7.5%$800.6万14.8万股$783.0万14.5万股+3,208股+2.22%加仓
WWisdomTree·EMERGING MARKETS SMALLCAP DIVIDEND FUNDDGS
6.83%6.75%$763.2万11.8万股$704.3万11.7万股+755股+0.64%加仓
WWisdomTree信托DEW
5.66%5.79%$632.7万9.2万股$603.8万9.1万股+1,065股+1.17%加仓
WWISDOMTREE U.S. SMALLCAP DIVIDEND FUNDDES
5.34%4.84%$596.7万14.7万股$505.4万14.1万股+6,053股+4.30%加仓
WWisdomTree信托DEM
4.63%4.55%$516.9万9.6万股$475.1万9.6万股+478股+0.50%加仓
WWISDOMTREE U.S. SMALLCAPQUALITY DIVIDEND GROWTH FUNDDGRS
3.25%3.36%$362.9万6.1万股$351.1万6.6万股-5,147股-7.76%减仓
艾伯维ABBV
2.98%2.76%$332.6万1.3万股$287.7万1.3万股-13股-0.10%减仓
SSANARA MEDTECH INC COMSMTI
2.73%2.25%$305.4万12.9万股$235.2万13.7万股-7,447股-5.44%减仓
I景顺交易所交易基金IISPHD
2.19%2.35%$245.1万4.8万股$245.5万4.9万股-1,263股-2.55%减仓
IiShares安硕信托GARP
2.19%1.85%$245.0万3.0万股$192.6万3.0万股-424股-1.41%减仓
IiShares安硕·INTERNATIONAL EQUITY FACTOR ETFINTF
2.19%2.27%$244.6万6.0万股$236.4万6.1万股-949股-1.56%减仓
苹果AAPL
1.72%1.73%$192.4万6,648股$180.7万7,118股-470股-6.60%减仓
IiShares安硕·EMERGING MARKETS EQUITY FACTOR ETFEMGF
1.47%1.32%$164.7万2.2万股$137.5万2.3万股-277股-1.22%减仓
J骏利Detroit策略信托JSMD
1.37%1.17%$153.0万1.5万股$121.7万1.5万股-226股-1.47%减仓
WWISDOMTREE INTERNATIONALHEDGED QUALITY DIVIDEND GROWTH FUNDIHDG
1.3%1.36%$145.4万2.8万股$141.5万2.9万股-1,640股-5.58%减仓
WWisdomTree信托DGRW
1.23%1.25%$137.9万1.4万股$130.6万1.5万股-451股-3.03%减仓
IISHARES EMERGING MARKETS DIVIDEND ETFDVYE
1.21%1.31%$134.7万4.2万股$136.6万4.0万股+2,054股+5.17%加仓
强生JNJ
1.12%1.16%$125.6万4,946股$120.9万4,946股00.00%持仓不变
WWisdomTree信托DLS
0.8%0.83%$89.2万1.1万股$86.7万1.1万股00.00%持仓不变
IiShares安硕·INTERNATIONAL SMALLCAP EQUITY FACTOR ETFISCF
0.73%0.77%$81.9万1.9万股$80.6万1.9万股-363股-1.88%减仓
雅培ABT
0.59%0.71%$65.5万7,222股$74.1万7,222股00.00%持仓不变
I景顺交易所交易基金信托PWV
0.52%0.49%$57.6万7,606股$51.3万7,364股+242股+3.29%加仓
S道富SLYG
0.46%0.41%$51.5万4,327股$43.2万4,467股-140股-3.13%减仓
UUSIOUSIO
0.39%$43.9万17.7万股$00股+17.7万股新买入
微软MSFT
0.35%0.37%$39.1万1,048股$39.0万1,053股-5股-0.47%减仓
SSANUWAVE HEALTH INC COMSNWV
0.34%0.62%$38.4万3.8万股$64.3万3.7万股+1,250股+3.36%加仓
AAlphabet Inc Class CGOOG
0.32%0.27%$35.3万1,000股$28.7万1,000股00.00%持仓不变
IiShares安硕信托MTUM
0.31%0.24%$35.2万1,026股$24.6万1,026股00.00%持仓不变
摩根大通JPM
0.24%0.23%$26.7万815股$24.0万814股+1股+0.12%加仓
WWisdomTree·INCWT
0.24%0.22%$26.5万1.6万股$22.8万1.6万股00.00%持仓不变
万豪MAR
0.23%0.22%$25.9万700股$22.9万700股00.00%持仓不变
可口可乐KO
0.23%0.23%$25.6万3,153股$24.0万3,153股00.00%持仓不变
VisaV
0.18%$20.4万595股$00股+595股新买入
MMURANO GLOBAL INVT PLC
<0.01%<0.01%$1,64211.0万股$4,83612.1万股-1.1万股-8.85%减仓

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