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
Stonebridge Financial Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stonebridge Financial Group, LLC
报告期 2026-03-31 · CIK 0002009367
持仓数
262
前50大市值合计
$912.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 91
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$27.8M
115,609
+412%
建仓
IPAC
ISHARES TR
+$25.1M
402,749
建仓
IEUR
ISHARES TR
+$24.9M
414,555
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。
增持
XLV
SELECT SECTOR SPDR TR
+$24.6M
178,081
+1615%
增持
XLU
SELECT SECTOR SPDR TR
+$24.1M
325,415
+1451%
减持
XLF
SELECT SECTOR SPDR TR
-$22.5M
467
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$22.4M
435
-100%
清仓
XLP
SELECT SECTOR SPDR TR
-$22.3M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$22.0M
349
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$21.8M
212
-100%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$13.1M
76,802
建仓
USTB
VICTORY PORTFOLIOS II
+$12.6M
249,209
减持
UFOX
ETF SER SOLUTIONS
-$12.6M
1,000
-100%
清仓
WCLD
WISDOMTREE TR
-$12.3M
0
-100%
减持
USFR
WISDOMTREE TR
-$8.1M
700,336
-19%
增持
JPM
JPMORGAN CHASE & CO.
+$5.7M
27,503
+545%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.4M
477
-97%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.2M
402
-96%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.5M
8,430
增持
BWXT
BWX TECHNOLOGIES INC
+$4.2M
43,369
+3783%
增持
AAPL
APPLE INC
-$3.6M
137,988
+1%
增持
LRGF
ISHARES TR
+$3.6M
218,026
+46%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.3M
170,743
-24%
增持
DGRO
ISHARES TR
+$2.7M
762,749
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.6M
3,825
-93%
增持
SMMU
PIMCO ETF TR
+$2.3M
627,916
+7%
增持
JPLD
J P MORGAN EXCHANGE TRADED F
+$2.0M
257,656
+17%
减持
SGOL
ETFS GOLD TR
+$1.8M
432,980
-3%
增持
MUNI
PIMCO ETF TR
+$1.8M
665,689
+6%
增持
IAU
ISHARES GOLD TR
+$1.7M
179,016
+0%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.7M
81,860
+175%
减持
MSFT
MICROSOFT CORP
-$1.7M
30,185
-2%
增持
SO
SOUTHERN CO
+$1.5M
33,657
+76%
减持
IWF
ISHARES TR
-$1.5M
32,562
-1%
减持
SPSM
SPDR SER TR
-$1.4M
1,843
-95%
增持
DGRS
WISDOMTREE TR
+$1.4M
233,568
+27%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$1.4M
1,032,500
-7%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
37,171
+12%
增持
JAAA
JANUS DETROIT STR TR
+$1.3M
112,695
+30%
减持
BRO
BROWN & BROWN INC
+$1.2M
56,266
-0%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.2M
66,616
+187%
增持
—
MEDTRONIC PLC
+$1.1M
39,493
+29%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.0M
1,085,806
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$958.6K
12,237
+32%
增持
VRT
VERTIV HOLDINGS CO
-$953.0K
29,079
+8%
减持
—
ISHARES TR
-$939.5K
111,848
-27%
增持
AMGN
AMGEN INC
+$903.4K
13,210
+7%
增持
KO
COCA COLA CO
+$891.7K
60,530
+9%
增持
O
REALTY INCOME CORP
+$822.9K
47,103
+32%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$822.7K
51,398
+80%
清仓
XLRE
SELECT SECTOR SPDR TR
-$811.2K
0
-100%
增持
IWP
ISHARES TR
-$807.5K
91,270
+0%
增持
PYLD
PIMCO ETF TR
+$786.1K
135,599
+26%
增持
SHY
ISHARES TR
+$754.0K
33,189
+37%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$722.9K
670,623
+7%
增持
ABT
ABBOTT LABS
+$681.0K
34,611
+0%
增持
NEE
NEXTERA ENERGY INC
+$670.9K
67,965
+17%
增持
—
LINDE PLC
+$659.1K
11,885
+2%
减持
TSLA
TESLA INC
-$563.0K
3,124
-8%
增持
SPYM
SPDR SER TR
+$543.9K
12,713
+200%
增持
MCD
MCDONALDS CORP
+$514.2K
17,092
+3%
增持
AFL
AFLAC INC
+$494.1K
54,471
+1%
增持
—
CHUBB LIMITED
+$478.3K
15,453
+2%
增持
EMR
EMERSON ELEC CO
-$463.5K
38,073
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$462.7K
10,320
+91%
增持
SPYG
SPDR SER TR
-$426.9K
99,613
+4%
减持
VOO
VANGUARD INDEX FDS
-$424.8K
3,979
-13%
减持
NVDA
NVIDIA CORPORATION
-$421.4K
11,009
-8%
减持
PAYX
PAYCHEX INC
+$413.2K
38,455
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$403.7K
7,186
+16%
建仓
NMAR
INNOVATOR ETFS TRUST
+$399.5K
15,783
增持
RTX
RTX CORPORATION
+$379.0K
19,388
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$378.9K
884
-94%
增持
WEC
WEC ENERGY GROUP INC
+$355.8K
19,840
+3%
增持
GOOG
ALPHABET INC
-$352.2K
10,648
+1%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$350.6K
67,955
+11%
增持
GD
GENERAL DYNAMICS CORP
+$347.4K
16,385
+5%
增持
PG
PROCTER AND GAMBLE CO
+$339.5K
37,350
+4%
减持
MRVL
MARVELL TECHNOLOGY INC
-$330.8K
100
-97%
减持
RSPG
INVESCO EXCHANGE TRADED FD T
-$304.5K
51,247
-13%
增持
ES
EVERSOURCE ENERGY
+$301.4K
24,425
+15%
增持
IEFA
ISHARES TR
+$299.1K
16,245
+23%
减持
TTD
THE TRADE DESK INC
-$293.5K
625
-78%
减持
LOW
LOWES COS INC
-$293.1K
20,677
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$280.1K
311,811
+3%
清仓
APP
APPLOVIN CORP
-$272.7K
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$268.0K
2,880
+386%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$265.3K
0
-100%
增持
AOR
ISHARES TR
+$261.6K
17,972
+33%
增持
MA
MASTERCARD INCORPORATED
+$255.9K
8,966
+1%
增持
IEMG
ISHARES INC
+$252.0K
14,270
+44%
增持
INTC
INTEL CORP
+$250.4K
15,395
+211%
增持
PULS
PGIM ETF TR
+$249.3K
187,523
+2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$249.1K
18,325
+7%
减持
PWV
INVESCO EXCHANGE TRADED FD T
+$241.2K
108,391
-1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$240.3K
1,185
+3986%
增持
CSCO
CISCO SYS INC
+$239.3K
71,412
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$229.4K
933
+221%
建仓
IFEB
INNOVATOR ETFS TRUST
+$228.6K
8,532
减持
COST
COSTCO WHSL CORP NEW
-$227.8K
168
-60%
减持
CTAS
CINTAS CORP
-$225.6K
667
-66%
增持
SYK
STRYKER CORPORATION
+$223.5K
12,831
+1%
增持
BLK
BLACKROCK INC
-$223.1K
4,506
+3%
增持
AMZN
AMAZON COM INC
-$220.5K
8,984
+2%
增持
FTNT
FORTINET INC
+$218.4K
2,342
+3023%
减持
WMT
WALMART INC
-$213.2K
69,913
-1%
增持
CMI
CUMMINS INC
-$206.5K
13,548
+6%
减持
CEG
CONSTELLATION ENERGY CORP
-$205.9K
1,321
-37%
增持
TFLO
ISHARES TR
+$197.9K
207,007
+2%
增持
DXCM
DEXCOM INC
+$195.7K
3,217
+944%
减持
VTI
VANGUARD INDEX FDS
-$194.0K
12,846
-0%
减持
ELV
ELEVANCE HEALTH INC
-$187.8K
5
-99%
增持
APD
AIR PRODS & CHEMS INC
+$187.8K
13,262
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$186.7K
15,192
+42%
减持
PNC
PNC FINL SVCS GROUP INC
-$182.7K
4,078
-13%
增持
QQQ
INVESCO QQQ TR
-$180.1K
4,292
+0%
增持
META
META PLATFORMS INC
+$179.9K
8,747
+5%
增持
BDX
BECTON DICKINSON & CO
+$179.0K
16,248
+4%
增持
FCF
FIRST COMWLTH FINL CORP PA
-$175.0K
126,881
+0%
增持
MPC
MARATHON PETE CORP
+$175.0K
21,712
+1%
增持
GVI
ISHARES TR
+$163.5K
3,825
+65%
减持
ITOT
ISHARES TR
-$159.6K
4,334
-19%
建仓
VTES
VANGUARD WELLINGTON FD
+$158.4K
1,576
增持
CSL
CARLISLE COS INC
-$156.0K
5,517
+0%
增持
—
EXXON MOBIL CORP
+$153.7K
11,823
+2%
增持
—
TRANE TECHNOLOGIES PLC
+$147.4K
1,035
+90%
增持
IMAR
INNOVATOR ETFS TRUST
+$146.2K
7,783
+228%
增持
GE
GE AEROSPACE
+$144.3K
1,566
+54%
建仓
KMAR
INNOVATOR ETFS TRUST
+$143.1K
5,781
增持
MRK
MERCK & CO INC
+$142.5K
47,004
+15%
减持
IWM
ISHARES TR
-$138.9K
1,075
-33%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$138.3K
2,317
增持
CVX
CHEVRON CORP NEW
+$134.9K
5,866
+0%
增持
QCOM
QUALCOMM INC
+$130.8K
23,982
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$130.3K
1,229
-57%
减持
IBTG
ISHARES TR
-$126.9K
378,782
-2%
增持
DON
WISDOMTREE TR
+$123.4K
336,463
+4%
减持
CMCSA
COMCAST CORP NEW
-$123.2K
4,016
-44%
增持
CORP
PIMCO ETF TR
+$116.3K
5,461
+26%
增持
EQT
EQT CORP
+$115.9K
3,201
+168%
减持
HON
HONEYWELL INTL INC
-$115.6K
1,974
-16%
增持
IJH
ISHARES TR
+$113.6K
20,761
+18%
增持
CBSH
COMMERCE BANCSHARES INC
+$112.7K
71,211
+3%
增持
FDS
FACTSET RESH SYS INC
-$109.2K
9,430
+3%
减持
—
ACCENTURE PLC IRELAND
-$108.7K
2,619
-0%
增持
ADI
ANALOG DEVICES INC
-$108.5K
22,621
+3%
清仓
SPTS
SPDR SER TR
-$106.2K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$103.9K
5,001
-4%
增持
PM
PHILIP MORRIS INTL INC
+$101.6K
2,534
+1%
建仓
AVLV
AMERICAN CENTY ETF TR
+$96.3K
1,476
