小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Sterneck Capital Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sterneck Capital Management, LLC
报告期 2026-03-31 · CIK 0001438574
持仓数
116
前50大市值合计
$201.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 72 项
建仓 5
增持 34
减持 29
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
FPF
FIRST TR INTER DURATN PFD &
-$861.0K
112,171
-22%
增持
WFC
WELLS FARGO CO NEW
+$700.0K
32,534
+83%
减持
AVUV
AMERICAN CENTY ETF TR
-$689.0K
38,013
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-22%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$564.0K
21,806
减持
META
FACEBOOK INC
-$487.0K
9,697
-4%
增持
AAPL
APPLE INC
-$382.0K
109,831
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
-$365.0K
9,573
+5%
增持
AAVM
ALPHA ARCHITECT ETF TR
-$293.0K
344,769
+0%
建仓
LUV
SOUTHWEST AIRLS CO
+$278.0K
5,403
建仓
CLF
CLEVELAND-CLIFFS INC NEW
+$249.0K
12,565
增持
JPIN
J P MORGAN EXCHANGE-TRADED F
-$233.0K
120,937
+1%
建仓
HPQ
HP INC
+$230.0K
8,404
清仓
—
GUGGENHEIM ENHANCED EQT INCM
-$229.0K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$228.0K
5,090
增持
QCOM
QUALCOMM INC
-$227.0K
17,586
+0%
清仓
VTI
VANGUARD INDEX FDS
-$213.0K
0
-100%
清仓
AGG
ISHARES TR
-$210.0K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$209.0K
0
-100%
增持
KWEB
KRANESHARES TR
+$200.0K
37,108
+25%
减持
SPTM
SPDR SER TR
-$195.0K
76,927
-3%
减持
JPUS
J P MORGAN EXCHANGE-TRADED F
-$188.0K
70,059
-1%
减持
VV
VANGUARD INDEX FDS
-$179.0K
1,424
-37%
减持
LRGF
ISHARES TR
-$173.0K
120,755
-1%
减持
JRI
NUVEEN REAL ASSET INCOME & G
-$158.0K
87,465
-7%
减持
IWV
ISHARES TR
-$154.0K
2,068
-21%
增持
FDX
FEDEX CORP
-$129.0K
3,285
+9%
减持
UPS
UNITED PARCEL SERVICE INC
-$117.0K
11,636
-0%
增持
GM
GENERAL MTRS CO
+$114.0K
47,605
+10%
减持
XLF
SELECT SECTOR SPDR TR
-$99.0K
20,554
-14%
减持
—
ISTAR INC
-$97.0K
130,222
-6%
减持
—
FIRST TR ENERGY INFRASTRCTR
-$95.0K
30,509
-16%
增持
DIS
DISNEY WALT CO
-$85.0K
11,348
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
-$85.0K
94,132
+1%
增持
—
UNILEVER PLC
+$84.0K
5,409
+46%
减持
REET
ISHARES TR
-$81.0K
46,044
-1%
增持
KBWY
INVESCO EXCH TRADED FD TR II
-$77.0K
111,952
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$74.0K
5,277
+53%
减持
PFE
PFIZER INC
-$70.0K
11,464
-12%
减持
SPY
SPDR S&P 500 ETF TR
-$67.0K
6,729
-0%
增持
VZ
VERIZON COMMUNICATIONS INC
-$60.0K
37,940
+0%
减持
GOOGL
ALPHABET INC
-$56.0K
1,037
-0%
增持
PHYS
SPROTT PHYSICAL GOLD TR
-$51.0K
195,092
+2%
减持
PPT
PUTNAM PREMIER INCOME TR
-$48.0K
167,207
-4%
减持
—
DISCOVERY INC
-$47.0K
10,000
-2%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$42.0K
7,848
-10%
减持
—
HERSHA HOSPITALITY TR
-$39.0K
11,500
-23%
增持
BAC
BK OF AMERICA CORP
+$38.0K
8,839
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$38.0K
6,194
-0%
减持
IVV
ISHARES TR
-$37.0K
528
-12%
增持
SPEM
SPDR INDEX SHS FDS
+$36.0K
190,146
+1%
减持
C
CITIGROUP INC
-$35.0K
14,524
-6%
增持
AHRT
ARMADA HOFFLER PPTYS INC
+$34.0K
21,752
+11%
增持
VOD
VODAFONE GROUP PLC NEW
-$27.0K
29,943
+0%
增持
—
LIBERTY LATIN AMERICA LTD
-$22.0K
31,223
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$20.0K
16,415
+1%
增持
BA
BOEING CO
-$17.0K
2,315
+2%
增持
XLE
SELECT SECTOR SPDR TR
+$13.0K
5,303
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$10.0K
2,409
+1%
增持
SYSB
ISHARES TR
-$8.0K
10,028
+0%
增持
—
MANAGED PORTFOLIO SERIES
-$8.0K
86,475
+1%
减持
CG
CARLYLE GROUP INC
-$7.0K
7,500
-3%
增持
INTC
INTEL CORP
+$7.0K
7,248
+2%
减持
—
PIONEER DIVERSIFIED HIGH INC
-$6.0K
60,778
-3%
减持
—
FIRST TR SR FLOATING RATE 20
+$6.0K
190,644
-1%
增持
PNNT
PENNANTPARK INVT CORP
+$6.0K
120,605
+0%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
-$5.0K
6,582
+1%
增持
VTV
VANGUARD INDEX FDS
-$4.0K
1,672
+1%
减持
WMB
WILLIAMS COS INC
+$4.0K
16,862
-1%
增持
—
FLEXION THERAPEUTICS INC
+$2.0K
14,700
+4%
增持
—
VIACOMCBS INC
-$2.0K
5,940
+5%
增持
CVX
CHEVRON CORP NEW
+$2.0K
6,221
+0%
减持
ENB
ENBRIDGE INC
+$0
9,471
-1%