13FBOX
Stonegate Investment Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Stonegate Investment Group, LLC

No.1059 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$43.07亿
环比变动 Q2 2025
+$3.31亿+8.3%
持仓股票数
447
新买入
26
加仓
160
减仓
164
清仓
27
持股不变
97
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Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.86%5.14%$2.52亿99.1万股$2.04亿99.7万股-5,323股-0.53%减仓
微软MSFT
5.26%5.53%$2.27亿43.7万股$2.20亿44.2万股-4,980股-1.13%减仓
谷歌AGOOGL
4.71%3.85%$2.03亿83.5万股$1.53亿86.9万股-3.4万股-3.89%减仓
沃尔玛WMT
4.54%4.78%$1.95亿189.6万股$1.90亿194.5万股-4.9万股-2.53%减仓
摩根大通JPM
4.24%4.3%$1.83亿57.9万股$1.71亿59.0万股-1.1万股-1.80%减仓
伯克希尔哈撒韦BRK.B
3.42%3.63%$1.48亿29.3万股$1.44亿29.7万股-3,885股-1.31%减仓
亚马逊AMZN
3.16%3.41%$1.36亿61.9万股$1.36亿61.9万股+201股+0.03%加仓
雪佛龙CVX
2.86%2.87%$1.23亿79.3万股$1.14亿79.7万股-4,221股-0.53%减仓
Phillips 66PSX
2.79%2.67%$1.20亿88.4万股$1.06亿89.0万股-6,129股-0.69%减仓
VisaV
2.77%3.13%$1.19亿35.0万股$1.24亿35.0万股-150股-0.04%减仓
埃克森美孚XOM
2.62%2.82%$1.13亿100.1万股$1.12亿104.0万股-3.9万股-3.78%减仓
思科CSCO
2.5%2.73%$1.08亿157.1万股$1.09亿156.4万股+6,949股+0.44%加仓
家得宝HD
2.42%2.38%$1.04亿25.7万股$9,465.2万25.8万股-695股-0.27%减仓
强生JNJ
2.29%2.05%$9,846.1万53.1万股$8,141.2万53.3万股-1,957股-0.37%减仓
PALO ALTOPANW
1.98%2.09%$8,543.3万42.0万股$8,326.6万40.7万股+1.3万股+3.12%加仓
南方电力SO
1.96%2.06%$8,462.9万89.3万股$8,180.8万89.1万股+2,128股+0.24%加仓
AMD超威AMD
1.9%1.8%$8,192.7万50.6万股$7,149.2万50.4万股+2,560股+0.51%加仓
TJXTJX
1.9%1.6%$8,191.2万56.7万股$6,371.1万51.6万股+5.1万股+9.84%加仓
IiShares安硕信托IVV
1.87%1.88%$8,037.0万12.0万股$7,455.8万12.0万股00.00%持仓不变
Meta平台META
1.8%1.96%$7,773.6万10.6万股$7,799.3万10.6万股+185股+0.18%加仓
SERVISFIRST BANCSHARESSFBS
1.72%1.83%$7,406.3万92.0万股$7,267.9万93.8万股-1.8万股-1.92%减仓
好市多COST
1.61%1.9%$6,948.7万7.5万股$7,556.0万7.6万股-1,258股-1.65%减仓
PPROLOGIS COMPLD
1.54%1.54%$6,617.3万57.8万股$6,108.7万58.1万股-3,288股-0.57%减仓
GGE医疗GEHC
1.53%1.83%$6,577.2万87.6万股$7,265.8万98.1万股-10.5万股-10.72%减仓
霍尼韦尔HON
1.49%1.8%$6,421.1万30.5万股$7,162.9万30.8万股-2,539股-0.83%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
1.36%0.01%$5,840.2万41.2万股$20.5万1,675股+41.0万股+24,493.79%加仓
斯味可SJM
1.34%1.32%$5,753.5万53.0万股$5,242.9万53.4万股-4,108股-0.77%减仓
迪士尼DIS
1.3%1.53%$5,593.0万48.8万股$6,082.1万49.0万股-1,978股-0.40%减仓
博通AVGO
1.27%1.16%$5,486.5万16.6万股$4,601.3万16.7万股-625股-0.37%减仓
迪尔DE
1.22%1.48%$5,275.9万11.5万股$5,878.2万11.6万股-219股-0.19%减仓
财捷INTU
1.19%0.15%$5,146.2万7.5万股$588.0万7,465股+6.8万股+909.46%加仓
DANAHER DEL COMDHR
1.18%1.29%$5,081.5万25.6万股$5,145.8万26.0万股-4,191股-1.61%减仓
耐克NKE
1.04%1.17%$4,474.7万64.2万股$4,651.8万65.5万股-1.3万股-2.00%减仓
礼来LLY
0.99%1.13%$4,264.9万5.6万股$4,488.0万5.8万股-1,677股-2.91%减仓
3M COMMMM
0.93%1.05%$4,026.8万25.9万股$4,162.0万27.3万股-1.4万股-5.08%减仓
英伟达NVDA
0.75%0.68%$3,248.8万17.4万股$2,696.3万17.1万股+3,463股+2.03%加仓
甲骨文ORCL
0.65%0.53%$2,795.5万9.9万股$2,106.2万9.6万股+3,065股+3.18%加仓
台积电TSM
0.56%0.49%$2,423.1万8.7万股$1,951.3万8.6万股+605股+0.70%加仓
I景顺QQQ信托VOO
0.53%0.53%$2,297.0万3.8万股$2,104.9万3.8万股+104股+0.27%加仓
V先锋领航指数基金VOO
0.52%0.54%$2,258.9万3.7万股$2,137.5万3.8万股-743股-1.97%减仓
林德LIN
0.39%0.41%$1,658.6万3.5万股$1,631.6万3.5万股+141股+0.41%加仓
摩根士丹利MS
0.37%0.36%$1,615.1万10.2万股$1,420.4万10.1万股+765股+0.76%加仓
可口可乐KO
0.37%0.43%$1,601.4万24.1万股$1,695.1万24.0万股+1,868股+0.78%加仓
伊顿ETN
0.37%0.22%$1,584.7万4.2万股$888.8万2.5万股+1.7万股+70.07%加仓
美国运通AXP
0.35%0.25%$1,493.2万4.5万股$1,012.4万3.2万股+1.3万股+41.64%加仓
REPUBLIC SVCSRSG
0.34%0.39%$1,457.4万6.4万股$1,561.8万6.3万股+178股+0.28%加仓
V先锋领航指数基金VV
0.33%0.32%$1,421.3万4.6万股$1,253.2万4.4万股+2,244股+5.11%加仓
Mid-America公寓MAA
0.3%0.35%$1,291.4万9.2万股$1,382.5万9.3万股-984股-1.05%减仓
麦当劳MCD
0.28%0.29%$1,224.4万4.0万股$1,158.2万4.0万股+650股+1.64%加仓
万事达MA
0.26%0.28%$1,127.5万2.0万股$1,122.6万2.0万股-155股-0.78%减仓

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