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Stonebridge Wealth Management, LLC

报告期 2026-03-31 · CIK 0002082460

持仓数

36

前50大市值合计

$104.3M

报告期

2026-03-31

当前持仓调仓

前 36 大持仓

标的

类型

市值

股数

占比*

USFR WISDOMTREE TR

FLOATNG RAT TREA

$23.3M

463,001

22.3%

DDLS WISDOMTREE TR

DYNAMIC INTL SML

$9.7M

222,585

9.3%

DHS WISDOMTREE TR

US HIGH DIVIDEND

$9.3M

85,517

9.0%

DTH WISDOMTREE TR

ITL HIGH DIV FD

$7.8M

144,758

7.5%

DGS WISDOMTREE TR

EMG MKTS SMCAP

$7.0M

117,185

6.8%

DEW WISDOMTREE TR

GLB HIGH DIV FD

$6.0M

91,036

5.8%

DES WISDOMTREE TR

US SMALLCAP DIVD

$5.1M

140,617

4.8%

DEM WISDOMTREE TR

EMER MKT HIGH FD

$4.8M

95,610

4.6%

DGRS WISDOMTREE TR

US S CAP QTY DIV

$3.5M

66,289

3.4%

ABBV ABBVIE INC

COM

$2.9M

13,230

2.8%

SPHD INVESCO EXCH TRADED FD TR II

S&P500 HDL VOL

$2.5M

49,481

2.4%

INTF ISHARES TR

INTL EQTY FACTOR

$2.4M

60,665

2.3%

SMTI SANARA MEDTECH INC

COM

$2.4M

136,899

2.3%

GARP ISHARES TR

MSCI USA QUALITY

$1.9M

30,107

1.8%

AAPL APPLE INC

COM

$1.8M

7,118

1.7%

IHDG WISDOMTREE TR

ITL HDG QTLY DIV

$1.4M

29,395

1.4%

EMGF ISHARES INC

EMNG MKTS EQT

$1.4M

22,754

1.3%

DVYE ISHARES INC

EM MKTS DIV ETF

$1.4M

39,746

1.3%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$1.3M

14,870

1.3%

JSMD JANUS DETROIT STR TR

HENDERSN SML ETF

$1.2M

15,335

1.2%

JNJ JOHNSON & JOHNSON

COM

$1.2M

4,946

1.2%

DLS WISDOMTREE TR

INTL SMCAP DIV

$867.2K

10,641

0.8%

ISCF ISHARES TR

INTERNATIONAL SL

$805.6K

19,277

0.8%

ABT ABBOTT LABORATORIES

COM

$741.5K

7,222

0.7%

SNWV SANUWAVE HEALTH INC

COM

$642.9K

37,184

0.6%

PWV INVESCO EXCHANGE TRADED FD T

LARGE CAP VALUE

$513.3K

7,364

0.5%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$431.8K

4,467

0.4%

MSFT MICROSOFT CORP

COM

$389.9K

1,053

0.4%

GOOG ALPHABET INC

CAP STK CL C

$286.9K

1,000

0.3%

— UNITED HOMES GROUP INC

*W EXP 03/30/202

$253.3K

1,387,899

0.2%

MTUM ISHARES TR

MSCI USA MMENTM

$246.2K

1,026

0.2%

KO COCA COLA CO

COM

$239.8K

3,153

0.2%

JPM JPMORGAN CHASE & CO

COM

$239.6K

814

0.2%

MAR MARRIOTT INTL INC NEW

CL A

$228.9K

700

0.2%

WT WISDOMTREE INC

COM

$227.7K

15,640

0.2%

— MURANO GLOBAL INVTS PLC

*W EXP 03/19/202

$4.8K

120,910

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

61%前 6 大占比

USFR22.3%DDLS9.3%DHS9.0%DTH7.5%DGS6.8%DEW5.8%

Stonebridge Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心