STONERIDGE INVESTMENT PARTNERS LLC
RADNOR PA · SEC CIK 0001108831
$1.38亿2026Q1 申报市值
128持仓数
40.7%前十大占比 · 第一大 5.4%
25 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BSX 新建仓+$519.70万
WFC 重新持有+$250.20万
ABT 新建仓+$212.50万
KLAC 新建仓+$157.10万
BKR 新建仓+$136.70万
2026Q1 卖出最多 按季末市值估算
PNC 清仓-$495.30万
ZTS 清仓-$274.10万
KDP 清仓-$194.20万
WRB 减仓-$183.12万
ZBH 减仓-$171.61万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | $742.90万 | 5.37% | 42,600 | -1,003 | -2.3% | -$17.49万 | 减仓 |
| AAPL | APPLE | $741.20万 | 5.36% | 29,205 | -663 | -2.2% | -$16.83万 | 减仓 |
| MSFT | MICROSOFT | $703.60万 | 5.09% | 19,008 | 2,795 | 17.2% | $103.46万 | 加仓 |
| WFC | WELLS FARGO | $624.60万 | 4.52% | 78,459 | 31,429 | 66.8% | $250.20万 | 重新持有 |
| AMZN | AMAZON | $615.90万 | 4.45% | 29,570 | 1,808 | 6.5% | $37.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $519.70万 | 3.76% | 82,824 | 82,824 | — | $519.70万 | 新建仓 |
| AVGO | BROADCOM INC | $516.60万 | 3.74% | 16,692 | 1,099 | 7.0% | $34.01万 | 加仓 |
| NKE | NIKE | $416.40万 | 3.01% | 78,834 | -12 | -0.0% | -$634 | 减仓 |
| GOOGL | ALPHABET CLASS A | $405.00万 | 2.93% | 14,084 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC. | $342.50万 | 2.48% | 5,987 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET CLASS C | $322.50万 | 2.33% | 11,242 | -944 | -7.7% | -$27.08万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $318.10万 | 2.30% | 203,242 | 80,560 | 65.7% | $126.09万 | 加仓 |
| TGT | TARGET | $295.90万 | 2.14% | 24,418 | -6,825 | -21.8% | -$82.71万 | 减仓 |
| FISV | FISERVE | $222.40万 | 1.61% | 39,851 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $212.50万 | 1.54% | 20,694 | 20,694 | — | $212.50万 | 新建仓 |
| LRCX | LAM RESEARCH | $198.20万 | 1.43% | 9,277 | 5,189 | 126.9% | $110.86万 | 重新持有 |
| UBER | UBER TECHNOLOGIES | $190.30万 | 1.38% | 26,453 | 7,739 | 41.4% | $55.67万 | 加仓 |
| CARR | CARRIER | $181.80万 | 1.31% | 32,287 | -6,011 | -15.7% | -$33.85万 | 减仓 |
| EXC | EXELON | $171.00万 | 1.24% | 34,874 | -3,481 | -9.1% | -$17.07万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $168.10万 | 1.22% | 8,264 | 5,109 | 161.9% | $103.92万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $168.00万 | 1.22% | 6,208 | 3,623 | 140.2% | $98.05万 | 加仓 |
| KLAC | KLA-TENCOR | $157.10万 | 1.14% | 1,067 | 1,067 | — | $157.10万 | 新建仓 |
| AMAT | APPLIED MATERIALS | $156.50万 | 1.13% | 4,578 | -4,867 | -51.5% | -$166.38万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $136.70万 | 0.99% | 22,390 | 22,390 | — | $136.70万 | 新建仓 |
| CRM | SALESFORCE.COM | $136.60万 | 0.99% | 7,316 | -134 | -1.8% | -$2.50万 | 减仓 |
| UPS | UNITED PARCEL SERVICE CL B | $132.60万 | 0.96% | 13,482 | 8,433 | 167.0% | $82.94万 | 加仓 |
| NOW | SERVICENOW | $131.70万 | 0.95% | 12,597 | 6,432 | 104.3% | $67.25万 | 加仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $131.50万 | 0.95% | 13,463 | 13,463 | — | $131.50万 | 新建仓 |
| WMT | WALMART | $131.50万 | 0.95% | 10,577 | 10,577 | — | $131.50万 | 新建仓 |
| AIZ | ASSURANT | $129.30万 | 0.94% | 5,935 | -2,032 | -25.5% | -$44.27万 | 减仓 |
| BIIB | BIOGEN | $128.90万 | 0.93% | 7,029 | -7,087 | -50.2% | -$129.96万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $126.90万 | 0.92% | 27,312 | -2,794 | -9.3% | -$12.98万 | 重新持有 |
| ADBE | ADOBE | $126.70万 | 0.92% | 5,212 | 0 | 0.0% | — | 不变 |
| MMM | 3M | $122.00万 | 0.88% | 8,402 | 8,402 | — | $122.00万 | 新建仓 |
| ORCL | ORACLE | $121.80万 | 0.88% | 8,281 | -3,316 | -28.6% | -$48.77万 | 减仓 |
| ALLE | ALLEGION | $115.30万 | 0.83% | 7,936 | 0 | 0.0% | — | 不变 |
| — | FEDERAL REALTY | $108.00万 | 0.78% | 10,169 | -1,529 | -13.1% | -$16.24万 | 减仓 |
| PPL | PPL CORP | $104.30万 | 0.75% | 27,299 | -10,900 | -28.5% | -$41.65万 | 减仓 |
| XYL | XYLEM INC | $103.20万 | 0.75% | 8,634 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $100.90万 | 0.73% | 13,547 | 3,995 | 41.8% | $29.76万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $100.10万 | 0.72% | 5,803 | 3,837 | 195.2% | $66.19万 | 加仓 |
| EL | ESTEE LAUDER COMPANIES CL A | $99.70万 | 0.72% | 13,896 | 13,896 | — | $99.70万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $97.00万 | 0.70% | 10,052 | 10,052 | — | $97.00万 | 新建仓 |
| — | AMCOR | $95.10万 | 0.69% | 23,937 | 23,937 | — | $95.10万 | 新建仓 |
| VZ | VERIZON | $94.50万 | 0.68% | 18,824 | -9,876 | -34.4% | -$49.58万 | 减仓 |
| QCOM | QUALCOMM | $91.30万 | 0.66% | 7,089 | 3,052 | 75.6% | $39.31万 | 加仓 |
| OKE | ONEOK INC | $83.60万 | 0.60% | 9,252 | 0 | 0.0% | — | 不变 |
| WRB | WR BERKLEY | $81.70万 | 0.59% | 12,324 | -27,622 | -69.1% | -$183.12万 | 减仓 |
| APH | AMPHENOL CORP | $77.50万 | 0.56% | 6,133 | 6,133 | — | $77.50万 | 新建仓 |
| WLDN | WILLDAN GROUP | $75.00万 | 0.54% | 9,799 | 5,061 | 106.8% | $38.74万 | 加仓 |
| SANM | SANMINA | $74.00万 | 0.54% | 5,708 | 5,708 | — | $74.00万 | 新建仓 |
| DVN | DEVON ENERGY | $71.80万 | 0.52% | 14,266 | -14,230 | -49.9% | -$71.62万 | 减仓 |
| VLTO | VERALTO | $71.40万 | 0.52% | 8,078 | 3,798 | 88.7% | $33.57万 | 加仓 |
| — | TRANE INC | $68.10万 | 0.49% | 1,635 | 1,635 | — | $68.10万 | 新建仓 |
| ANF | ABERCROMBIE & FITCH CO CL A | $67.80万 | 0.49% | 7,421 | 3,793 | 104.5% | $34.65万 | 重新持有 |
| DLTR | DOLLAR TREE, INC | $67.50万 | 0.49% | 6,161 | -13,929 | -69.3% | -$152.61万 | 重新持有 |
| BAC | BANK OF AMERICA | $66.30万 | 0.48% | 13,609 | 13,609 | — | $66.30万 | 新建仓 |
| O | REALTY INCOME CORP | $64.50万 | 0.47% | 10,539 | -13,897 | -56.9% | -$85.05万 | 减仓 |
| FG | F&G ANNUITIES AND LIFE | $63.80万 | 0.46% | 25,187 | 16,533 | 191.0% | $41.88万 | 加仓 |
| ACN | ACCENTURE | $62.90万 | 0.45% | 3,174 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN | $62.20万 | 0.45% | 2,114 | 2,114 | — | $62.20万 | 新建仓 |
| TRGP | TARGA RESOURCES CORP | $60.10万 | 0.43% | 2,397 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATL INC | $59.70万 | 0.43% | 1,014 | 1,014 | — | $59.70万 | 新建仓 |
| BBY | BEST BUY | $57.80万 | 0.42% | 9,005 | -16,667 | -64.9% | -$106.98万 | 减仓 |
| CTVA | CORTEVA | $57.20万 | 0.41% | 6,828 | -1,653 | -19.5% | -$13.85万 | 减仓 |
| LUV | SOUTHWEST AIRLINES | $55.70万 | 0.40% | 14,820 | -13,045 | -46.8% | -$49.03万 | 减仓 |
| NDSN | NORDSON CORPORATION | $52.40万 | 0.38% | 1,970 | -1,219 | -38.2% | -$32.42万 | 减仓 |
| — | GREENE COUNTY BANCORP | $50.70万 | 0.37% | 22,615 | 0 | 0.0% | — | 不变 |
| EOG | EOG RESOURCES | $49.20万 | 0.36% | 3,402 | -1,549 | -31.3% | -$22.40万 | 减仓 |
| MOS | MOSAIC CO | $48.60万 | 0.35% | 19,048 | -9,757 | -33.9% | -$24.89万 | 减仓 |
| MET | METLIFE INC | $48.30万 | 0.35% | 6,834 | 6,834 | — | $48.30万 | 新建仓 |
| AMBA | AMBARELLA | $47.90万 | 0.35% | 9,301 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $47.90万 | 0.35% | 6,739 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST | $46.30万 | 0.33% | 10,080 | 10,080 | — | $46.30万 | 新建仓 |
| T | AT&T | $45.30万 | 0.33% | 15,625 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINANCIAL BANKSHARES INC | $39.80万 | 0.29% | 13,500 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY | $36.00万 | 0.26% | 2,460 | -2,238 | -47.6% | -$32.75万 | 减仓 |
| OUST | OUSTER | $34.30万 | 0.25% | 18,677 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $32.80万 | 0.24% | 2,483 | 277 | 12.6% | $3.66万 | 加仓 |
| CMT | CORE MOLDING TECH | $32.50万 | 0.24% | 14,506 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $32.30万 | 0.23% | 3,572 | -18,978 | -84.2% | -$171.61万 | 减仓 |
| — | COTERRA ENERGY INC. | $32.10万 | 0.23% | 9,137 | -8,606 | -48.5% | -$30.23万 | 减仓 |
| WDAY | WORKDAY CL A | $30.60万 | 0.22% | 2,359 | -4,920 | -67.6% | -$63.82万 | 减仓 |
| ZVRA | ZEVRA THERAPEUTICS | $30.60万 | 0.22% | 32,788 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $30.60万 | 0.22% | 1,679 | -6 | -0.4% | -$1,094 | 减仓 |
| DYN | DYNE THERAPEUTICS | $30.10万 | 0.22% | 16,611 | 16,611 | — | $30.10万 | 新建仓 |
| HCI | HCI GROUP, INC. | $28.20万 | 0.20% | 1,824 | 1,824 | — | $28.20万 | 新建仓 |
| HLIT | HARMONIC INC | $27.80万 | 0.20% | 30,996 | -2,312 | -6.9% | -$2.07万 | 减仓 |
| PPG | PPG INDUSTRIES INC | $27.50万 | 0.20% | 2,570 | 0 | 0.0% | — | 不变 |
| WWW | WOLVERINE WORLDWIDE INC | $26.20万 | 0.19% | 16,045 | -18,368 | -53.4% | -$29.99万 | 减仓 |
| CAPR | CAPRICOR | $25.50万 | 0.18% | 8,397 | -60 | -0.7% | -$1,822 | 减仓 |
| AMTB | AMERANT BANCORP CL A | $22.40万 | 0.16% | 10,160 | 0 | 0.0% | — | 不变 |
| — | CVRx, INC. | $22.40万 | 0.16% | 23,648 | 0 | 0.0% | — | 不变 |
| — | NIAGEN BIOSCIENCE | $22.30万 | 0.16% | 50,641 | 0 | 0.0% | — | 不变 |
| SVV | SAVERS VALUE VILLAGE INC | $21.90万 | 0.16% | 29,456 | -57,942 | -66.3% | -$43.08万 | 减仓 |
| RMBS | RAMBUS INC | $21.90万 | 0.16% | 2,548 | 2,548 | — | $21.90万 | 新建仓 |
| INOD | INNODATA ISOGEN INC | $20.20万 | 0.15% | 5,231 | 0 | 0.0% | — | 不变 |
| PRGS | PROGRESS SOFTWARE CORP COM | $20.10万 | 0.15% | 7,853 | 0 | 0.0% | — | 不变 |
| NRIM | NORTHRIM BANCORP | $20.00万 | 0.14% | 8,755 | 8,755 | — | $20.00万 | 新建仓 |
| FIVN | FIVE9 INC | $19.00万 | 0.14% | 12,517 | 0 | 0.0% | — | 不变 |