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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 32 项建仓 4增持 2减持 24清仓 2

方向

标的

Δ市值

现股数(环比)

减持

— UNITED HOMES GROUP INC

-$5.7M

3,438,275 -7%

减持

DES WISDOMTREE TR

-$2.8M

146,631 -36%

增持

USFR WISDOMTREE TR

+$2.5M

448,805 +13%

减持

UHG UNITED HOMES GROUP INC

-$2.5M

579,149 -30%

减持

SLYG SPDR SERIES TRUST

-$1.5M

4,372 -78%

建仓

JSMD JANUS DETROIT STR TR

+$1.2M

15,266

建仓

DVYE ISHARES INC

+$848.4K

27,227

减持

SPHD INVESCO EXCH TRADED FD TR II

-$760.2K

50,327 -22%

减持

SNWV SANUWAVE HEALTH INC

-$613.3K

38,384 -18%

增持

SMTI SANARA MEDTECH INC

-$484.9K

134,934 +18%

建仓

PWV INVESCO EXCHANGE TRADED FD T

+$470.8K

7,078

减持

DGRS WISDOMTREE TR

-$341.9K

74,952 -8%

减持

DTH WISDOMTREE TR

+$276.3K

147,723 -1%

减持

DHS WISDOMTREE TR

-$269.6K

92,477 -4%

减持

GARP ISHARES TR

-$239.8K

29,889 -14%

清仓

IDR IDAHO STRATEGIC RESOURCES

-$227.7K

0 -100%

建仓

MAR MARRIOTT INTL INC NEW

+$217.2K

700

减持

EMGF ISHARES INC

-$179.6K

22,748 -14%

减持

DGRW WISDOMTREE TR

-$150.2K

15,839 -10%

减持

DEM WISDOMTREE TR

-$117.4K

98,514 -4%

减持

INTF ISHARES TR

-$85.7K

60,491 -8%

减持

IHDG WISDOMTREE TR

-$75.0K

30,781 -10%

减持

DEW WISDOMTREE TR

-$70.7K

87,788 -4%

减持

DGS WISDOMTREE TR

-$58.9K

118,279 -1%

减持

ISCF ISHARES TR

-$56.8K

19,298 -7%

清仓

IZEA IZEA WORLDWIDE INC

-$51.7K

0 -100%

减持

ABBV ABBVIE INC

-$51.6K

13,217 -0%

减持

DDLS WISDOMTREE TR

-$46.1K

228,578 -3%

减持

WT WISDOMTREE INC

-$33.7K

15,640 -3%

减持

JPM JPMORGAN CHASE & CO.

-$33.7K

846 -13%

减持

KO COCA COLA CO

+$4.9K

3,193 -3%

减持

DLS WISDOMTREE TR

+$3.8K

10,502 -1%

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。