Stonebridge Wealth Management, LLC

报告期 2026-03-31 · CIK 0002082460

持仓数

前50大市值合计

$104.3M

报告期

2026-03-31

当前持仓调仓

26Q1 调仓2025-12-31 → 2026-03-31 · 共 32 项增持 13减持 17清仓 2

方向

标的

Δ市值

现股数(环比)

清仓

UHG UNITED HOMES GROUP INC

-$903.5K

0 -100%

减持

— UNITED HOMES GROUP INC

-$881.0K

1,387,899 -60%

增持

SMTI SANARA MEDTECH INC

-$798.8K

136,899 +1%

增持

USFR WISDOMTREE TR

+$723.6K

463,001 +3%

增持

DEW WISDOMTREE TR

+$631.5K

91,036 +4%

增持

DVYE ISHARES INC

+$518.1K

39,746 +46%

减持

SNWV SANUWAVE HEALTH INC

-$502.5K

37,184 -3%

减持

DGS WISDOMTREE TR

+$272.5K

117,185 -1%

清仓

V VISA INC

-$208.7K

0 -100%

减持

DGRS WISDOMTREE TR

-$208.5K

66,289 -12%

减持

DTH WISDOMTREE TR

+$206.8K

144,758 -2%

减持

DDLS WISDOMTREE TR

-$150.7K

222,585 -3%

减持

DEM WISDOMTREE TR

+$149.3K

95,610 -3%

减持

DES WISDOMTREE TR

+$149.0K

140,617 -4%

增持

ABBV ABBVIE INC

-$142.7K

13,230 +0%

增持

MSFT MICROSOFT CORP

-$117.0K

1,053 +0%

减持

DGRW WISDOMTREE TR

-$110.3K

14,870 -6%

增持

GARP ISHARES TR

-$109.5K

30,107 +1%

减持

IHDG WISDOMTREE TR

-$82.4K

29,395 -5%

增持

INTF ISHARES TR

+$80.0K

60,665 +0%

减持

DHS WISDOMTREE TR

-$75.8K

85,517 -8%

增持

EMGF ISHARES INC

+$59.1K

22,754 +0%

增持

PWV INVESCO EXCHANGE TRADED FD T

+$42.5K

7,364 +4%

减持

SPHD INVESCO EXCH TRADED FD TR II

+$39.1K

49,481 -2%

减持

JPM JPMORGAN CHASE & CO

-$33.1K

814 -4%

增持

JSMD JANUS DETROIT STR TR

-$28.3K

15,335 +0%

增持

SLYG SPDR SERIES TRUST

+$20.0K

4,467 +2%

减持

KO COCA COLA CO

+$16.6K

3,153 -1%

增持

DLS WISDOMTREE TR

+$16.5K

10,641 +1%

减持

MTUM ISHARES TR

-$11.3K

1,026 -0%

减持

ISCF ISHARES TR

+$5.1K

19,277 -0%

减持

— MURANO GLOBAL INVTS PLC

+$1.6K

120,910 -2%

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。