SeaBridge Investment Advisors LLC
SUMMIT NJ · SEC CIK 0001304229
$5.91亿2026Q1 申报市值
188持仓数
31.0%前十大占比 · 第一大 3.7%
14 / 18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
ITB 加仓+$547.58万
PGR 新建仓+$403.64万
CCJ 新建仓+$361.52万
GS 加仓+$346.69万
FRANKLIN TEMPLET 新建仓+$254.79万
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$1,251.95万
IVW 清仓-$728.80万
IEV 清仓-$641.85万
DHR 清仓-$447.72万
BUD 清仓-$333.71万
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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $0 | 0.00% | 0 | -59,127 | -100.0% | -$728.80万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -93,564 | -100.0% | -$641.85万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -19,558 | -100.0% | -$447.72万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | -52,109 | -100.0% | -$333.71万 | 清仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $0 | 0.00% | 0 | -667,324 | -100.0% | -$329.66万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -12,701 | -100.0% | -$269.35万 | 清仓 |
| KWEB | KRANESHARES TRUST | $0 | 0.00% | 0 | -72,081 | -100.0% | -$245.44万 | 清仓 |
| EMXC | ISHARES INC | $0 | 0.00% | 0 | -27,071 | -100.0% | -$196.75万 | 清仓 |
| FXI | ISHARES TR | $0 | 0.00% | 0 | -49,012 | -100.0% | -$187.67万 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -25,641 | -100.0% | -$78.08万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -1,622 | -100.0% | -$76.19万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -41,038 | -100.0% | -$54.38万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -10,647 | -100.0% | -$26.51万 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$25.70万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,356 | -100.0% | -$24.10万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,691 | -100.0% | -$23.48万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,496 | -100.0% | -$22.32万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,746 | -100.0% | -$20.34万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | OSISKO DEVELOPMENT CORP | $5.85万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC | $20.12万 | 0.03% | 3,180 | -250 | -7.3% | -$1.58万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $20.14万 | 0.03% | 2,800 | -1,500 | -34.9% | -$10.79万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $20.42万 | 0.03% | 949 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $20.44万 | 0.03% | 2,070 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD | $20.58万 | 0.03% | 4,532 | 4,532 | — | $20.58万 | 新建仓 |
| LLY | ELI LILLY & CO | $20.88万 | 0.04% | 227 | -10 | -4.2% | -$9,198 | 减仓 |
| GLD | SPDR GOLD TR | $21.04万 | 0.04% | 489 | -836 | -63.1% | -$35.97万 | 重新持有 |
| TMUS | T-MOBILE US INC | $21.13万 | 0.04% | 1,006 | -14,228 | -93.4% | -$298.83万 | 减仓 |
| GDX | VANECK ETF TRUST | $21.21万 | 0.04% | 2,311 | -5,600 | -70.8% | -$51.39万 | 减仓 |
| ET | ENERGY TRANSFER L P | $21.35万 | 0.04% | 11,061 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $21.52万 | 0.04% | 762 | 762 | — | $21.52万 | 新建仓 |
| HDB | HDFC BANK LTD | $21.89万 | 0.04% | 8,799 | -79 | -0.9% | -$1,966 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $22.16万 | 0.04% | 4,489 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $23.44万 | 0.04% | 8,048 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $23.50万 | 0.04% | 756 | -134 | -15.1% | -$4.16万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $23.51万 | 0.04% | 5,289 | 23 | 0.4% | $1,022 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.94万 | 0.04% | 2,893 | -43 | -1.5% | -$3,558 | 减仓 |
| — | PROSHARES TR | $24.14万 | 0.04% | 7,500 | 7,500 | — | $24.14万 | 新建仓 |
| NRG | NRG ENERGY INC | $24.55万 | 0.04% | 1,680 | -10,593 | -86.3% | -$154.81万 | 减仓 |
| FNLC | FIRST BANCORP INC ME | $25.23万 | 0.04% | 9,001 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $26.19万 | 0.04% | 1,070 | 2 | 0.2% | $490 | 加仓 |
| KBE | SPDR SERIES TRUST | $26.30万 | 0.04% | 4,416 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $27.69万 | 0.05% | 2,711 | 2,711 | — | $27.69万 | 新建仓 |
| MKL | MARKEL GROUP INC | $28.90万 | 0.05% | 151 | 3 | 2.0% | $5,742 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.63万 | 0.05% | 3,153 | -37 | -1.2% | -$3,477 | 减仓 |
| SHEL | SHELL PLC | $29.76万 | 0.05% | 3,200 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $29.80万 | 0.05% | 6,150 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $29.99万 | 0.05% | 1,814 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $30.01万 | 0.05% | 2,040 | -300 | -12.8% | -$4.41万 | 减仓 |
| DIS | DISNEY WALT CO | $30.77万 | 0.05% | 3,193 | -1,018 | -24.2% | -$9.81万 | 减仓 |
| ABBV | ABBVIE INC | $31.21万 | 0.05% | 1,435 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $31.73万 | 0.05% | 1,485 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $32.04万 | 0.05% | 3,030 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $32.14万 | 0.05% | 10,380 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $33.67万 | 0.06% | 11,040 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $34.90万 | 0.06% | 5,937 | 44 | 0.7% | $2,586 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.38万 | 0.06% | 13,800 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $35.97万 | 0.06% | 3,873 | 53 | 1.4% | $4,923 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $36.23万 | 0.06% | 4,620 | -108 | -2.3% | -$8,468 | 减仓 |
| IBB | ISHARES TR | $37.55万 | 0.06% | 2,224 | -582 | -20.7% | -$9.83万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $37.92万 | 0.06% | 910 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $38.09万 | 0.06% | 2,344 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $39.10万 | 0.07% | 2,771 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $39.63万 | 0.07% | 4,808 | -2,918 | -37.8% | -$24.05万 | 减仓 |
| XOP | SPDR SERIES TRUST | $40.60万 | 0.07% | 2,233 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $41.79万 | 0.07% | 5,386 | -356 | -6.2% | -$2.76万 | 减仓 |
| GEV | GE VERNOVA INC | $43.91万 | 0.07% | 503 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $45.53万 | 0.08% | 625 | -699 | -52.8% | -$50.93万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.85万 | 0.08% | 1,200 | -50 | -4.0% | -$1.95万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $47.98万 | 0.08% | 4,998 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $50.70万 | 0.09% | 6,666 | -1,059 | -13.7% | -$8.05万 | 减仓 |
| V | VISA INC | $50.87万 | 0.09% | 1,683 | -700 | -29.4% | -$21.16万 | 减仓 |
| VGT | VANGUARD WORLD FD | $51.70万 | 0.09% | 741 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $52.11万 | 0.09% | 4,750 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $54.69万 | 0.09% | 10,119 | -1,000 | -9.0% | -$5.41万 | 减仓 |
| POST | POST HLDGS INC | $55.28万 | 0.09% | 5,592 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $55.82万 | 0.09% | 2,251 | -21 | -0.9% | -$5,208 | 减仓 |
| MOG/A | MOOG INC | $57.39万 | 0.10% | 1,961 | 1,961 | — | $57.39万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $57.41万 | 0.10% | 8,959 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $57.59万 | 0.10% | 5,425 | -2,336 | -30.1% | -$24.80万 | 减仓 |
| EMR | EMERSON ELEC CO | $57.65万 | 0.10% | 4,400 | 0 | 0.0% | — | 不变 |
| NP | NEPTUNE INS HLDGS INC | $59.88万 | 0.10% | 24,756 | 24,756 | — | $59.88万 | 新建仓 |
| MRK | MERCK & CO INC | $63.51万 | 0.11% | 5,280 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $65.10万 | 0.11% | 2,294 | -43 | -1.8% | -$1.22万 | 减仓 |
| ALAB | ASTERA LABS INC | $65.91万 | 0.11% | 6,014 | -8 | -0.1% | -$877 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $66.53万 | 0.11% | 7,825 | -20,794 | -72.7% | -$176.79万 | 减仓 |
| WRB | BERKLEY W R CORP | $66.58万 | 0.11% | 10,045 | -27,364 | -73.1% | -$181.37万 | 减仓 |
| KLAC | KLA CORP | $67.58万 | 0.11% | 459 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $68.78万 | 0.12% | 1,923 | 1,038 | 117.3% | $37.13万 | 加仓 |
| OR | OR ROYALTIES INC. | $69.92万 | 0.12% | 18,389 | -1,000 | -5.2% | -$3.80万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.12% | 1 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $73.44万 | 0.12% | 3,618 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $75.58万 | 0.13% | 12,338 | -16 | -0.1% | -$980 | 减仓 |
| LEN | LENNAR CORP | $75.59万 | 0.13% | 8,704 | -371 | -4.1% | -$3.22万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $78.11万 | 0.13% | 9,469 | -45 | -0.5% | -$3,712 | 减仓 |
| EFA | ISHARES TR | $78.68万 | 0.13% | 8,100 | 0 | 0.0% | — | 不变 |