STEPH & CO
MARINETTE WI · SEC CIK 0000941519
$3.95亿2026Q2 申报市值
283持仓数
67.1%前十大占比 · 第一大 18.3%
13 / 34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
VOO 加仓+$303.91万
BOND 加仓+$66.83万
PCG 新建仓+$64.41万
FBND 加仓+$62.59万
JGRO 加仓+$45.41万
2026Q2 卖出最多 按季末市值估算
EVRG 清仓-$52.88万
VYM 清仓-$48.87万
VB 减仓-$37.47万
INTC 减仓-$34.56万
MKSI 减仓-$24.02万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| LRCX | Lam Research Corp | $0 | 0.00% | 0 | -132 | -100.0% | -$2.82万 | 清仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $0 | 0.00% | 0 | -275 | -100.0% | -$2.20万 | 清仓 |
| PYPL | PayPal Holdings Inc | $0 | 0.00% | 0 | -450 | -100.0% | -$2.04万 | 清仓 |
| IMCB | iShares Morningstar Mid-Cap ETF | $0 | 0.00% | 0 | -209 | -100.0% | -$1.74万 | 清仓 |
| APD | Air Products & Chemicals Inc Com | $0 | 0.00% | 0 | -58 | -100.0% | -$1.68万 | 清仓 |
| NKE | Nike Inc Cl B | $0 | 0.00% | 0 | -314 | -100.0% | -$1.66万 | 清仓 |
| NOW | Servicenow Inc | $0 | 0.00% | 0 | -150 | -100.0% | -$1.57万 | 清仓 |
| COF | Capital One Financial Corp | $0 | 0.00% | 0 | -81 | -100.0% | -$1.48万 | 清仓 |
| LOW | Lowes Cos Inc Com | $0 | 0.00% | 0 | -62 | -100.0% | -$1.46万 | 清仓 |
| CI | CIGNA Group | $0 | 0.00% | 0 | -49 | -100.0% | -$1.31万 | 清仓 |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $0 | 0.00% | 0 | -170 | -100.0% | -$1.09万 | 清仓 |
| BSX | Boston Scientific Corp Com | $0 | 0.00% | 0 | -150 | -100.0% | -$9,413 | 清仓 |
| ALL | Allstate Corp Com | $0 | 0.00% | 0 | -42 | -100.0% | -$8,708 | 清仓 |
| NOC | Northrop Grumman Corp | $0 | 0.00% | 0 | -10 | -100.0% | -$6,822 | 清仓 |
| TMO | Thermo Fisher Scientific Inc | $0 | 0.00% | 0 | -13 | -100.0% | -$6,390 | 清仓 |
| — | DuPont de Nemours Inc | $0 | 0.00% | 0 | -41 | -100.0% | -$5,588 | 清仓 |
| CCL | Carnival Corp Com | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |