STONEBRIDGE CAPITAL MANAGEMENT INC
LOS ANGELES CA · SEC CIK 0000051812
$2.08亿2026Q2 申报市值
70持仓数
52.3%前十大占比 · 第一大 9.1%
9 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
GPC 新建仓+$1,886.37万
XLK 新建仓+$126.45万
SPY 新建仓+$95.69万
AMGN 加仓+$90.53万
IBB 新建仓+$84.73万
2026Q2 卖出最多 按季末市值估算
SCHWAB FAMILY FD 清仓-$2,193.19万
PRIMECAP ODYSSEY 清仓-$911.97万
AAPL 减仓-$348.51万
INTC 减仓-$332.46万
MU 减仓-$288.58万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | SCHWAB FAMILY FDS VL | $0 | 0.00% | 0 | -21,931,878 | -100.0% | -$2,193.19万 | 清仓 |
| — | PRIMECAP ODYSSEY FUND | $0 | 0.00% | 0 | -260,414 | -100.0% | -$911.97万 | 清仓 |
| NSRGY | NESTLE S A SPONSORED | $0 | 0.00% | 0 | -22,210 | -100.0% | -$216.75万 | 清仓 |
| DIS | DISNEY WALT PRODTNS | $0 | 0.00% | 0 | -21,133 | -100.0% | -$203.68万 | 清仓 |
| ABBV | ABBVIE INC COM | $0 | 0.00% | 0 | -2,824 | -100.0% | -$61.42万 | 清仓 |
| — | MONEY MKT OBLIGS TR F | $0 | 0.00% | 0 | -597,532 | -100.0% | -$59.75万 | 清仓 |
| NFLX | NETFLIX COM INC COM | $0 | 0.00% | 0 | -4,650 | -100.0% | -$44.71万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -4,177 | -100.0% | -$42.89万 | 清仓 |
| — | SCHWAB CHARLES FAMILY | $0 | 0.00% | 0 | -342,947 | -100.0% | -$34.29万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -1,000 | -100.0% | -$30.25万 | 清仓 |
| — | HONEYWELL INTERNATION | $0 | 0.00% | 0 | -1,250 | -100.0% | -$28.25万 | 清仓 |
| MFC | MANULIFE FINL CORP CO | $0 | 0.00% | 0 | -8,000 | -100.0% | -$27.55万 | 清仓 |
| SHEL | SHELL PLC SPON ADS | $0 | 0.00% | 0 | -2,876 | -100.0% | -$26.75万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,248 | -100.0% | -$24.75万 | 清仓 |
| REGN | REGENERON PHARMACEUTI | $0 | 0.00% | 0 | -320 | -100.0% | -$24.72万 | 清仓 |
| SIEGY | SIEMENS AG SPONSORED | $0 | 0.00% | 0 | -1,880 | -100.0% | -$22.91万 | 清仓 |
| KMB | KIMBERLY CLARK CORP | $0 | 0.00% | 0 | -2,326 | -100.0% | -$22.44万 | 清仓 |
| — | DEUTSCHE TELEKOM AG S | $0 | 0.00% | 0 | -5,500 | -100.0% | -$20.25万 | 清仓 |
| NYT | NEW YORK TIMES CO CLA | $0 | 0.00% | 0 | -2,400 | -100.0% | -$20.10万 | 清仓 |
| T | AT&T INC | $20.08万 | 0.10% | 9,700 | 9,700 | — | $20.08万 | 新建仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $20.35万 | 0.10% | 1,900 | 1,900 | — | $20.35万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.66万 | 0.11% | 307 | 307 | — | $22.66万 | 新建仓 |
| WAT | WATERS CORP | $23.82万 | 0.11% | 635 | 635 | — | $23.82万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $24.35万 | 0.12% | 1,500 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC F | $25.02万 | 0.12% | 2,500 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $26.12万 | 0.13% | 2,000 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS IN | $31.72万 | 0.15% | 550 | -425 | -43.6% | -$24.51万 | 减仓 |
| MCD | MCDONALDS CORP | $31.90万 | 0.15% | 1,180 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $36.19万 | 0.17% | 1,338 | -4,918 | -78.6% | -$133.02万 | 减仓 |
| SLF | SUN LIFE FINL INC F | $39.21万 | 0.19% | 5,000 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.67万 | 0.21% | 4,862 | 727 | 17.6% | $6.38万 | 加仓 |
| RTX | RTX CORP | $43.14万 | 0.21% | 2,274 | 0 | 0.0% | — | 不变 |
| MKSI | MKS INC | $44.48万 | 0.21% | 1,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHSL CORP NEW | $45.19万 | 0.22% | 483 | 483 | — | $45.19万 | 新建仓 |
| META | META PLATFORMS INC CLASS A | $50.75万 | 0.24% | 901 | 352 | 64.1% | $19.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $52.37万 | 0.25% | 1,600 | -760 | -32.2% | -$24.88万 | 减仓 |
| LH | LABCORP HLDGS INC | $52.78万 | 0.25% | 1,885 | -825 | -30.4% | -$23.10万 | 减仓 |
| — | TRIO TECH INTL | $56.67万 | 0.27% | 46,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $64.73万 | 0.31% | 3,998 | -100 | -2.4% | -$1.62万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $71.13万 | 0.34% | 4,700 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY AND CO | $76.64万 | 0.37% | 639 | 307 | 92.5% | $36.82万 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB CO | $77.93万 | 0.38% | 13,525 | -3,190 | -19.1% | -$18.38万 | 减仓 |
| AVGO | BROADCOM INC | $82.08万 | 0.40% | 2,173 | 23 | 1.1% | $8,688 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $84.73万 | 0.41% | 4,455 | 4,455 | — | $84.73万 | 新建仓 |
| WMT | WALMART INC | $84.94万 | 0.41% | 7,500 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $88.75万 | 0.43% | 4,100 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $90.58万 | 0.44% | 2,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF TRUST | $95.69万 | 0.46% | 1,281 | 1,281 | — | $95.69万 | 新建仓 |
| PFE | PFIZER INC | $98.31万 | 0.47% | 40,827 | -9,662 | -19.1% | -$23.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $108.72万 | 0.52% | 1,075 | -635 | -37.1% | -$64.22万 | 减仓 |
| CB | CHUBB LTD F | $114.73万 | 0.55% | 3,367 | -775 | -18.7% | -$26.41万 | 减仓 |
| EMR | EMERSON ELEC CO | $115.16万 | 0.55% | 8,045 | -500 | -5.9% | -$7.16万 | 减仓 |
| STT | STATE STR CORP | $121.43万 | 0.58% | 7,160 | 1,100 | 18.2% | $18.66万 | 加仓 |
| NVS | NOVARTIS AG F | $125.88万 | 0.61% | 8,032 | -2,501 | -23.7% | -$39.20万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $126.45万 | 0.61% | 6,637 | 6,637 | — | $126.45万 | 新建仓 |
| CP | CANADIAN PACIFIC KAN F | $126.56万 | 0.61% | 14,606 | -5,693 | -28.0% | -$49.33万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $129.61万 | 0.62% | 4,120 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON.COM INC | $149.65万 | 0.72% | 6,279 | -891 | -12.4% | -$21.24万 | 减仓 |
| AMGN | AMGEN INC | $171.50万 | 0.83% | 4,736 | 2,500 | 111.8% | $90.53万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $172.45万 | 0.83% | 7,512 | -250 | -3.2% | -$5.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $175.11万 | 0.84% | 1,517 | -2,500 | -62.2% | -$288.58万 | 减仓 |
| MRK | MERCK & CO. INC. | $177.20万 | 0.85% | 13,790 | -7,032 | -33.8% | -$90.36万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES I | $233.70万 | 1.13% | 4,023 | -750 | -15.7% | -$43.57万 | 减仓 |
| — | EXXON MOBIL CORP | $234.53万 | 1.13% | 17,154 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V NEW F | $235.25万 | 1.13% | 6,319 | -978 | -13.4% | -$36.41万 | 减仓 |
| INTU | INTUIT | $244.58万 | 1.18% | 9,371 | -150 | -1.6% | -$3.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $277.44万 | 1.34% | 18,920 | -200 | -1.0% | -$2.93万 | 减仓 |
| SBUX | STARBUCKS CORP | $281.99万 | 1.36% | 27,595 | -5,615 | -16.9% | -$57.38万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $327.27万 | 1.58% | 14,040 | -2,710 | -16.2% | -$63.17万 | 减仓 |
| IBM | IBM CORP | $362.76万 | 1.75% | 12,900 | -2,840 | -18.0% | -$79.86万 | 减仓 |
| GOOGL | ALPHABET INC CLASS A | $399.58万 | 1.92% | 11,181 | 626 | 5.9% | $22.37万 | 加仓 |
| NVDA | NVIDIA CORP | $415.33万 | 2.00% | 20,757 | -7,587 | -26.8% | -$151.81万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY CLASS B | $419.93万 | 2.02% | 8,392 | -755 | -8.3% | -$37.78万 | 减仓 |
| PEP | PEPSICO INC | $438.01万 | 2.11% | 32,349 | -3,671 | -10.2% | -$49.71万 | 减仓 |
| CVX | CHEVRON CORP NEW | $464.06万 | 2.24% | 27,996 | -729 | -2.5% | -$12.08万 | 减仓 |
| KO | THE COCA-COLA CO | $493.64万 | 2.38% | 60,741 | -11,320 | -15.7% | -$92.00万 | 减仓 |
| SYK | STRYKER CORP | $505.32万 | 2.43% | 16,050 | -1,850 | -10.3% | -$58.25万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $538.20万 | 2.59% | 15,193 | -3,510 | -18.8% | -$124.34万 | 减仓 |
| GOOG | ALPHABET INC CLASS C | $619.49万 | 2.98% | 17,533 | -2,252 | -11.4% | -$79.57万 | 减仓 |
| AMAT | APPLIED MATLS INC | $679.98万 | 3.28% | 9,405 | -1,650 | -14.9% | -$119.30万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $697.97万 | 3.36% | 14,615 | -1,975 | -11.9% | -$94.32万 | 减仓 |
| CSCO | CISCO SYS INC | $714.92万 | 3.44% | 60,865 | -12,177 | -16.7% | -$143.03万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $726.74万 | 3.50% | 28,615 | -3,927 | -12.1% | -$99.73万 | 减仓 |
| ORCL | ORACLE CORP | $752.50万 | 3.62% | 51,348 | -9,639 | -15.8% | -$141.26万 | 减仓 |
| CAT | CATERPILLAR INC | $835.84万 | 4.03% | 7,849 | -1,823 | -18.8% | -$194.13万 | 减仓 |
| INTC | INTEL CORP | $1,419.14万 | 6.84% | 101,636 | -23,810 | -19.0% | -$332.46万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,438.70万 | 6.93% | 38,569 | -4,896 | -11.3% | -$182.63万 | 减仓 |
| AAPL | APPLE INC | $1,698.37万 | 8.18% | 58,694 | -12,044 | -17.0% | -$348.51万 | 减仓 |
| GPC | GENUINE PARTS CO | $1,886.37万 | 9.09% | 159,889 | 159,889 | — | $1,886.37万 | 新建仓 |