13FBOX
STEINBERGANNA WEALTH MANAGEMENT · 13F 持仓分析
期权收益计算器 机构排行

STEINBERGANNA WEALTH MANAGEMENT

No.6427 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.46亿
环比变动 Q1 2026
+$3,778.7万+18.1%
持仓股票数
139
新买入
19
加仓
66
减仓
43
清仓
12
持股不变
11
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
IiShares安硕信托ITOT
17.59%17.99%$4,327.5万26.3万股$3,746.0万26.3万股+434股+0.17%加仓
V先锋领航指数基金VOO
11.47%10.61%$2,822.1万3.8万股$2,209.7万3.8万股+38股+0.10%加仓
SSPDR标普500 ETFSPY
10.33%10.41%$2,541.3万3.4万股$2,166.7万3.3万股+714股+2.14%加仓
苹果AAPL
5.68%5.9%$1,397.8万4.8万股$1,227.8万4.8万股-74股-0.15%减仓
IiShares安硕·DOW JONES U.S. ETFIYY
2.69%2.79%$661.0万3.6万股$579.9万3.7万股-333股-0.91%减仓
I景顺交易所交易基金信托RSP
2.37%2.5%$581.9万2.7万股$521.4万2.7万股+180股+0.66%加仓
IiShares安硕信托IMCG
2.03%2%$500.1万5.1万股$415.5万5.3万股-1,877股-3.56%减仓
PALO ALTOPANW
1.79%1.37%$440.1万1.3万股$284.4万1.8万股-4,832股-27.24%减仓
英伟达NVDA
1.72%1.76%$422.4万2.1万股$367.1万2.1万股+61股+0.29%加仓
V先锋领航·SPECIALIZED FUNDSVIG
1.68%1.82%$412.1万1.7万股$379.2万1.8万股-215股-1.22%减仓
UNITED RENTALSURI
1.57%1.19%$385.9万3,407股$247.9万3,402股+5股+0.15%加仓
CrowdStrikeCRWD
1.51%1.33%$371.3万4,865股$275.9万7,067股-2,202股-31.16%减仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.41%1.54%$345.7万6.6万股$319.8万6.1万股+5,110股+8.40%加仓
IiShares安硕信托ILCG
1.39%1.34%$341.2万2.9万股$278.5万2.9万股-17股-0.06%减仓
飞塔FTNT
1.36%0.86%$335.7万2.2万股$178.2万2.2万股+49股+0.22%加仓
微软MSFT
1.27%1.62%$313.0万8,390股$337.0万9,105股-715股-7.85%减仓
IiShares安硕信托ISCG
1.27%1.35%$311.8万4.8万股$281.0万5.1万股-3,701股-7.22%减仓
AAlphabet Inc Class CGOOG
1.25%1.34%$308.1万8,721股$278.9万9,723股-1,002股-10.31%减仓
谷歌AGOOGL
1.13%1.2%$277.2万7,758股$250.6万8,714股-956股-10.97%减仓
亚马逊AMZN
1.1%0.66%$270.3万1.1万股$137.0万6,577股+4,766股+72.46%加仓
天弘CLS
0.95%$234.3万6,424股$00股+6,424股新买入
V先锋领航·FTSEVEA
0.91%0.92%$224.1万3.1万股$191.3万3.0万股+1,610股+5.39%加仓
V先锋领航斯科茨代尔基金BSV
0.86%1.03%$211.1万2.7万股$215.4万2.7万股-467股-1.72%减仓
IiShares安硕·RUSSELLIWM
0.81%0.73%$199.5万6,640股$151.7万6,119股+521股+8.51%加仓
V先锋领航·FSTEVWO
0.76%0.76%$186.6万3.1万股$158.6万2.9万股+1,908股+6.50%加仓
博通AVGO
0.75%0.7%$185.7万4,915股$145.3万4,694股+221股+4.71%加仓
IiShares安硕信托AGG
0.72%0.82%$176.9万1.8万股$170.6万1.7万股+687股+4.00%加仓
V先锋领航斯科茨代尔基金VCIT
0.69%0.85%$170.7万2.1万股$177.8万2.1万股-834股-3.88%减仓
IiShares安硕信托SGOV
0.69%1.12%$169.3万1.7万股$233.9万2.3万股-6,419股-27.62%减仓
BBLEICHROEDER ACQUISITI
0.68%$168.4万16.3万股$00股+16.3万股新买入
美光科技MU
0.65%0.32%$158.9万1,377股$66.2万1,960股-583股-29.74%减仓
ELANCO ANIMAL HEALTHELAN
0.62%0.71%$151.6万6.2万股$147.0万6.1万股+156股+0.25%加仓
SOFI TECHNOLOGIES COMSOFI
0.59%0.61%$144.2万8.0万股$127.8万8.0万股00.00%持仓不变
PEABODY ENGRBTU
0.59%0.98%$144.1万6.2万股$203.4万6.2万股+575股+0.93%加仓
IiShares安硕信托IGIB
0.57%0.68%$139.8万2.6万股$141.2万2.7万股-243股-0.92%减仓
IINFLEQTIONINFQ
0.55%$136.4万10.2万股$00股+10.2万股新买入
MMAGNITEMGNI
0.53%0.39%$131.0万6.9万股$82.0万6.9万股00.00%持仓不变
F第一信托交易所交易基金IIIFPE
0.49%0.57%$121.1万6.8万股$119.6万6.7万股+310股+0.46%加仓
IINVESCO EXCHANGE TRADED FD TR LARGE CAP GROWTHPWB
0.49%0.43%$120.8万7,173股$90.3万7,173股00.00%持仓不变
礼来LLY
0.47%0.41%$115.0万959股$86.2万938股+21股+2.24%加仓
J摩根大通交易所交易基金JEPQ
0.44%0.44%$108.1万1.8万股$90.9万1.6万股+1,215股+7.42%加仓
ServiceNowNOW
0.4%$99.5万1.0万股$00股+1.0万股新买入
IINVESCO S&P 500 PURE GROWTH ETFRPG
0.4%0.35%$99.2万1.6万股$72.6万1.6万股+6股+0.04%加仓
特斯拉TSLA
0.39%0.41%$94.9万2,257股$85.2万2,293股-36股-1.57%减仓
摩根大通JPM
0.35%0.37%$86.2万2,634股$77.1万2,622股+12股+0.46%加仓
NORTHROP GRUMMAN COMNOC
0.33%0.51%$80.0万1,572股$107.1万1,570股+2股+0.13%加仓
J摩根大通交易所交易基金JPIE
0.32%0.31%$79.1万1.7万股$64.0万1.4万股+3,298股+23.76%加仓
J骏利亨德森JAAA
0.32%0.24%$78.5万1.6万股$49.9万9,908股+5,647股+56.99%加仓
IINVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETFPIZ
0.32%0.34%$78.5万1.4万股$69.9万1.4万股-66股-0.47%减仓
默沙东MRK
0.32%0.35%$78.2万6,083股$72.7万6,040股+43股+0.71%加仓

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