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

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

25Q3 调仓2025-06-30 → 2025-09-30 · 共 30 项建仓 3增持 9减持 18

方向

标的

Δ市值

现股数(环比)

增持

— UNITED HOMES GROUP INC

+$4.5M

3,700,362 +2%

增持

UHG UNITED HOMES GROUP INC

+$2.1M

829,782 +84%

减持

USFR WISDOMTREE TR

-$828.7K

398,700 -4%

增持

DDLS WISDOMTREE TR

+$622.2K

235,346 +1%

增持

DTH WISDOMTREE TR

+$483.3K

149,473 +1%

增持

DES WISDOMTREE TR

+$461.7K

229,113 +0%

增持

AAPL APPLE INC

+$356.0K

7,118 +0%

建仓

GOOG ALPHABET INC

+$243.6K

1,000

减持

SMTI SANARA MEDTECH INC

+$238.4K

114,581 -4%

减持

DHS WISDOMTREE TR

+$234.4K

96,135 -2%

建仓

V VISA INC

+$203.1K

595

减持

GARP ISHARES TR

+$167.6K

34,663 -1%

减持

DEW WISDOMTREE TR

+$143.3K

91,082 -2%

增持

INTF ISHARES TR

+$115.3K

65,976 +0%

减持

EMGF ISHARES INC

+$105.5K

26,433 -1%

减持

DGS WISDOMTREE TR

+$101.2K

119,601 -2%

减持

IDR IDAHO STRATEGIC RESOURCES

-$100.4K

6,740 -73%

减持

DGRS WISDOMTREE TR

+$96.6K

81,250 -5%

减持

SLYG SPDR SERIES TRUST

+$95.6K

20,314 -1%

减持

SPHD INVESCO EXCH TRADED FD TR II

+$82.5K

64,224 -1%

减持

SNWV SANUWAVE HEALTH INC

+$63.0K

46,924 -9%

建仓

IZEA IZEA WORLDWIDE INC

+$51.7K

13,900

减持

DEM WISDOMTREE TR

+$45.9K

102,608 -1%

减持

ISCF ISHARES TR

+$38.3K

20,845 -1%

减持

DLS WISDOMTREE TR

+$31.8K

10,652 -2%

增持

MSFT MICROSOFT CORP

+$25.0K

1,048 +1%

减持

MTUM ISHARES TR

+$14.2K

1,029 -1%

增持

— MURANO GLOBAL INVTS PLC

-$2.0K

123,100 +20%

减持

DGRW WISDOMTREE TR

+$2.0K

17,611 -6%

减持

IHDG WISDOMTREE TR

+$738

34,132 -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。