STONERIDGE INVESTMENT PARTNERS LLC
RADNOR PA · SEC CIK 0001108831
$1.52亿2026Q2 申报市值
146持仓数
37.6%前十大占比 · 第一大 5.9%
68 / 53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
MU 新建仓+$240.00万
LLY 新建仓+$205.00万
TSLA 新建仓+$143.90万
JPM 加仓+$137.64万
SYY 新建仓+$113.60万
2026Q2 卖出最多 按季末市值估算
WFC 减仓-$573.56万
BSX 减仓-$314.82万
TGT 减仓-$271.16万
HBAN 减仓-$242.20万
AMD 减仓-$176.62万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT | $898.30万 | 5.89% | 19,329 | 321 | 1.7% | $14.92万 | 加仓 |
| AAPL | APPLE | $864.20万 | 5.67% | 27,977 | -1,228 | -4.2% | -$37.93万 | 减仓 |
| NVDA | NVIDIA | $827.40万 | 5.43% | 41,213 | -1,387 | -3.3% | -$27.85万 | 减仓 |
| AMZN | AMAZON | $726.60万 | 4.77% | 26,754 | -2,816 | -9.5% | -$76.48万 | 减仓 |
| AVGO | BROADCOM INC | $672.10万 | 4.41% | 17,264 | 572 | 3.4% | $22.27万 | 加仓 |
| GOOGL | ALPHABET CLASS A | $501.60万 | 3.29% | 14,084 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET CLASS C | $425.20万 | 2.79% | 11,921 | 679 | 6.0% | $24.22万 | 加仓 |
| META | META PLATFORMS INC. | $348.90万 | 2.29% | 6,267 | 280 | 4.7% | $15.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $240.00万 | 1.57% | 2,916 | 2,916 | — | $240.00万 | 新建仓 |
| LRCX | LAM RESEARCH | $227.70万 | 1.49% | 7,770 | -1,507 | -16.2% | -$44.16万 | 减仓 |
| NKE | NIKE | $222.00万 | 1.46% | 53,227 | -25,607 | -32.5% | -$106.80万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES | $216.80万 | 1.42% | 4,554 | -3,710 | -44.9% | -$176.62万 | 减仓 |
| JPM | JPMORGAN | $212.00万 | 1.39% | 6,027 | 3,913 | 185.1% | $137.64万 | 加仓 |
| LLY | ELI LILLY | $205.00万 | 1.34% | 1,784 | 1,784 | — | $205.00万 | 新建仓 |
| KLAC | KLA-TENCOR | $196.50万 | 1.29% | 10,750 | 80 | 0.7% | $1.46万 | 加仓 |
| AMAT | APPLIED MATERIALS | $176.20万 | 1.16% | 3,471 | -1,107 | -24.2% | -$56.20万 | 减仓 |
| ORCL | ORACLE | $161.50万 | 1.06% | 12,435 | 4,154 | 50.2% | $53.95万 | 加仓 |
| TSLA | TESLA | $143.90万 | 0.94% | 4,623 | 4,623 | — | $143.90万 | 新建仓 |
| NOW | SERVICENOW | $140.10万 | 0.92% | 12,597 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE.COM | $134.60万 | 0.88% | 7,316 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE | $130.50万 | 0.86% | 5,212 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $129.10万 | 0.85% | 12,214 | -8,480 | -41.0% | -$89.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $118.40万 | 0.78% | 16,834 | -9,619 | -36.4% | -$67.65万 | 减仓 |
| WMT | WALMART | $117.60万 | 0.77% | 10,577 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $115.10万 | 0.75% | 2,778 | -3,430 | -55.3% | -$142.11万 | 减仓 |
| SYY | SYSCO CORP | $113.60万 | 0.75% | 13,330 | 13,330 | — | $113.60万 | 新建仓 |
| INTC | INTEL | $108.80万 | 0.71% | 12,060 | 12,060 | — | $108.80万 | 新建仓 |
| ABBV | ABBVIE INC | $108.30万 | 0.71% | 4,314 | 4,314 | — | $108.30万 | 新建仓 |
| QCOM | QUALCOMM | $104.60万 | 0.69% | 7,089 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $104.40万 | 0.68% | 12,082 | -66,377 | -84.6% | -$573.56万 | 减仓 |
| TROW | T ROWE PRICE GROUP INC | $104.30万 | 0.68% | 9,331 | 9,331 | — | $104.30万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $104.00万 | 0.68% | 61,054 | -142,188 | -70.0% | -$242.20万 | 减仓 |
| TFC | TRUIST | $104.00万 | 0.68% | 20,067 | 9,987 | 99.1% | $51.76万 | 加仓 |
| — | STERIS PLC | $102.70万 | 0.67% | 4,497 | 4,497 | — | $102.70万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $100.60万 | 0.66% | 5,803 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER | $99.30万 | 0.65% | 5,095 | 5,095 | — | $99.30万 | 新建仓 |
| PRU | PRUDENTIAL FINANCIAL INC | $97.20万 | 0.64% | 7,964 | -5,499 | -40.8% | -$67.11万 | 减仓 |
| ELV | ELEVANCE HEALTH | $97.00万 | 0.64% | 2,581 | 1,228 | 90.8% | $46.15万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORPORATION | $96.60万 | 0.63% | 1,657 | 1,657 | — | $96.60万 | 新建仓 |
| — | CORESITE REALTY CORPORATION | $95.20万 | 0.62% | 3,058 | 3,058 | — | $95.20万 | 新建仓 |
| FISV | FISERVE | $94.40万 | 0.62% | 17,495 | -22,356 | -56.1% | -$120.63万 | 减仓 |
| DVN | DEVON ENERGY | $93.20万 | 0.61% | 20,661 | 6,395 | 44.8% | $28.85万 | 加仓 |
| BR | BROADRIDGE FINANCIAL SOLUTIONS | $91.00万 | 0.60% | 5,909 | 5,909 | — | $91.00万 | 新建仓 |
| EXC | EXELON | $89.80万 | 0.59% | 19,589 | -15,285 | -43.8% | -$70.07万 | 减仓 |
| WRB | WR BERKLEY | $89.40万 | 0.59% | 12,324 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY | $86.90万 | 0.57% | 10,071 | 1,066 | 11.8% | $9.20万 | 加仓 |
| — | BLACKSTONE GROUP - LP | $85.20万 | 0.56% | 6,670 | 6,670 | — | $85.20万 | 新建仓 |
| BAC | BANK OF AMERICA | $84.30万 | 0.55% | 13,609 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $84.00万 | 0.55% | 9,252 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT | $83.90万 | 0.55% | 3,004 | -2,931 | -49.4% | -$81.86万 | 减仓 |
| MMM | 3M | $82.30万 | 0.54% | 4,667 | -3,735 | -44.5% | -$65.86万 | 减仓 |
| TGT | TARGET | $81.50万 | 0.53% | 5,643 | -18,775 | -76.9% | -$271.16万 | 减仓 |
| RJF | RAYMOND JAMES FIN INC | $81.00万 | 0.53% | 4,600 | 4,600 | — | $81.00万 | 新建仓 |
| DLTR | DOLLAR TREE, INC | $78.40万 | 0.51% | 6,161 | 0 | 0.0% | — | 不变 |
| — | FEDERAL REALTY | $76.30万 | 0.50% | 6,152 | -4,017 | -39.5% | -$49.82万 | 减仓 |
| VRSK | VERISK ANALYTIC | $74.60万 | 0.49% | 3,827 | 3,827 | — | $74.60万 | 新建仓 |
| — | TRANE INC | $74.40万 | 0.49% | 1,635 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS | $74.20万 | 0.49% | 3,844 | 3,844 | — | $74.20万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE CL B | $73.40万 | 0.48% | 7,041 | -6,441 | -47.8% | -$67.15万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $72.40万 | 0.47% | 15,486 | -67,338 | -81.3% | -$314.82万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $72.40万 | 0.47% | 12,821 | -14,491 | -53.1% | -$81.83万 | 减仓 |
| NFLX | NETFLIX INC | $72.40万 | 0.47% | 10,102 | 10,102 | — | $72.40万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES | $72.30万 | 0.47% | 10,632 | 10,632 | — | $72.30万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $70.30万 | 0.46% | 3,326 | 3,326 | — | $70.30万 | 新建仓 |
| BIIB | BIOGEN | $69.30万 | 0.45% | 3,414 | -3,615 | -51.4% | -$73.38万 | 减仓 |
| ADI | ANALOG DEVICES | $69.10万 | 0.45% | 1,881 | 1,881 | — | $69.10万 | 新建仓 |
| SOLV | SOLVENTUM CORPORATION | $68.90万 | 0.45% | 8,065 | 8,065 | — | $68.90万 | 新建仓 |
| CME | CME GROUP INC | $68.30万 | 0.45% | 2,552 | 2,552 | — | $68.30万 | 新建仓 |
| O | REALTY INCOME CORP | $67.30万 | 0.44% | 10,539 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION | $66.40万 | 0.44% | 4,219 | -3,717 | -46.8% | -$58.50万 | 减仓 |
| PG | PROCTER & GAMBLE | $66.10万 | 0.43% | 4,577 | 2,151 | 88.7% | $31.06万 | 重新持有 |
| CAT | CATERPILLAR | $65.80万 | 0.43% | 808 | 808 | — | $65.80万 | 新建仓 |
| MET | METLIFE INC | $65.70万 | 0.43% | 6,834 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARM | $65.70万 | 0.43% | 861 | 861 | — | $65.70万 | 新建仓 |
| CBRE | CBRE | $65.40万 | 0.43% | 4,453 | 4,453 | — | $65.40万 | 新建仓 |
| TRGP | TARGA RESOURCES CORP | $64.80万 | 0.42% | 2,397 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $63.70万 | 0.42% | 6,739 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $62.20万 | 0.41% | 3,041 | 3,041 | — | $62.20万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $62.00万 | 0.41% | 4,067 | 4,067 | — | $62.00万 | 新建仓 |
| AON | AON PLC | $61.90万 | 0.41% | 1,717 | 1,717 | — | $61.90万 | 新建仓 |
| BMY | BRISTOL MYERS SQUIBB | $61.00万 | 0.40% | 9,346 | 9,346 | — | $61.00万 | 新建仓 |
| EL | ESTEE LAUDER COMPANIES CL A | $59.70万 | 0.39% | 7,112 | -6,784 | -48.8% | -$56.95万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC | $59.00万 | 0.39% | 2,213 | 2,213 | — | $59.00万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $58.60万 | 0.38% | 1,081 | 1,081 | — | $58.60万 | 新建仓 |
| EG | EVEREST | $58.40万 | 0.38% | 1,562 | 584 | 59.7% | $21.83万 | 重新持有 |
| NEE | NEXTERA ENERGY INC | $58.30万 | 0.38% | 6,707 | 6,707 | — | $58.30万 | 新建仓 |
| XYL | XYLEM INC | $58.20万 | 0.38% | 4,978 | -3,656 | -42.3% | -$42.74万 | 减仓 |
| OTIS | OTIS WORLDWIDE | $58.20万 | 0.38% | 8,092 | 8,092 | — | $58.20万 | 新建仓 |
| AOS | A.O. SMITH CORPORATION | $57.20万 | 0.38% | 9,510 | 9,510 | — | $57.20万 | 新建仓 |
| KMB | KIMBERLY CLARK CORP | $57.00万 | 0.37% | 5,218 | -4,834 | -48.1% | -$52.81万 | 减仓 |
| SPGI | S&P GLOBAL INC | $56.80万 | 0.37% | 1,378 | 1,378 | — | $56.80万 | 新建仓 |
| VZ | VERIZON | $56.70万 | 0.37% | 12,118 | -6,706 | -35.6% | -$31.38万 | 减仓 |
| CARR | CARRIER | $56.40万 | 0.37% | 9,126 | -23,161 | -71.7% | -$143.14万 | 减仓 |
| PEP | PEPSICO | $56.00万 | 0.37% | 4,016 | 4,016 | — | $56.00万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $55.80万 | 0.37% | 1,892 | 1,892 | — | $55.80万 | 新建仓 |
| PAYX | PAYCHEX INC | $55.20万 | 0.36% | 4,725 | 4,725 | — | $55.20万 | 新建仓 |
| T | AT&T | $54.70万 | 0.36% | 23,542 | 7,917 | 50.7% | $18.40万 | 加仓 |
| CTVA | CORTEVA | $53.70万 | 0.35% | 6,828 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATL INC | $53.20万 | 0.35% | 1,014 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE | $52.70万 | 0.35% | 3,174 | 0 | 0.0% | — | 不变 |