SeaBridge Investment Advisors LLC
SUMMIT NJ · SEC CIK 0001304229
$6.92亿2026Q2 申报市值
188持仓数
31.7%前十大占比 · 第一大 4.4%
10 / 15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
LLY 加仓+$734.65万
IEF 加仓+$243.23万
VMBS 加仓+$224.06万
SARO 加仓+$221.32万
JAAA 加仓+$220.23万
2026Q2 卖出最多 按季末市值估算
ITB 减仓-$644.71万
STX 减仓-$463.20万
GDXJ 清仓-$303.91万
META 减仓-$229.77万
PWR 减仓-$197.36万
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 |
|---|---|---|---|---|---|---|---|---|
| GDXJ | VANECK ETF TRUST | $0 | 0.00% | 0 | -25,317 | -100.0% | -$303.91万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -8,100 | -100.0% | -$78.68万 | 清仓 |
| KBE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,416 | -100.0% | -$26.30万 | 清仓 |
| FNLC | FIRST BANCORP INC ME | $0 | 0.00% | 0 | -9,001 | -100.0% | -$25.23万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -7,500 | -100.0% | -$24.14万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,893 | -100.0% | -$23.94万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,489 | -100.0% | -$22.16万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -11,061 | -100.0% | -$21.35万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,311 | -100.0% | -$21.21万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,006 | -100.0% | -$21.13万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -489 | -100.0% | -$21.04万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -4,532 | -100.0% | -$20.58万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,070 | -100.0% | -$20.44万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$20.14万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -3,180 | -100.0% | -$20.12万 | 清仓 |
| — | OSISKO DEVELOPMENT CORP | $4.43万 | 0.01% | 18,000 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $20.32万 | 0.03% | 389 | 389 | — | $20.32万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.44万 | 0.03% | 756 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $20.47万 | 0.03% | 4,565 | -724 | -13.7% | -$3.25万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $21.58万 | 0.03% | 1,625 | 0 | 0.0% | — | 重新持有 |
| IEMG | ISHARES INC | $21.62万 | 0.03% | 2,610 | -837 | -24.3% | -$6.93万 | 重新持有 |
| BNY | BANK OF NY MELLON CORP | $21.84万 | 0.03% | 1,510 | -241 | -13.8% | -$3.49万 | 重新持有 |
| NRG | NRG ENERGY INC | $22.38万 | 0.03% | 1,532 | -148 | -8.8% | -$2.16万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.46万 | 0.03% | 949 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $22.88万 | 0.03% | 2,737 | 2,737 | — | $22.88万 | 新建仓 |
| HDB | HDFC BANK LTD | $23.04万 | 0.03% | 8,919 | 120 | 1.4% | $3,100 | 加仓 |
| ADI | ANALOG DEVICES INC | $24.03万 | 0.03% | 605 | 605 | — | $24.03万 | 新建仓 |
| TPR | TAPESTRY INC | $24.45万 | 0.04% | 1,670 | -1,101 | -39.7% | -$16.12万 | 减仓 |
| XOP | SPDR SERIES TRUST | $24.47万 | 0.04% | 1,586 | -647 | -29.0% | -$9.98万 | 减仓 |
| SHEL | SHELL PLC | $24.81万 | 0.04% | 3,200 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $25.22万 | 0.04% | 2,414 | -61,706 | -96.2% | -$644.71万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $26.68万 | 0.04% | 762 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $27.12万 | 0.04% | 2,818 | -375 | -11.7% | -$3.61万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $27.23万 | 0.04% | 8,048 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $28.51万 | 0.04% | 146 | -5 | -3.3% | -$9,765 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $29.09万 | 0.04% | 3,153 | 0 | 0.0% | — | 不变 |
| ISTB | ISHARES TR | $29.67万 | 0.04% | 6,150 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $29.90万 | 0.04% | 2,040 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $30.64万 | 0.04% | 3,285 | -9,725 | -74.8% | -$90.71万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $30.87万 | 0.04% | 606 | 606 | — | $30.87万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $31.39万 | 0.05% | 4,029 | -591 | -12.8% | -$4.60万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $31.54万 | 0.05% | 2,151 | 443 | 25.9% | $6.50万 | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $32.10万 | 0.05% | 2,344 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.82万 | 0.05% | 1,814 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $33.13万 | 0.05% | 1,742 | -482 | -21.7% | -$9.17万 | 减仓 |
| IRM | IRON MTN INC DEL | $34.24万 | 0.05% | 2,711 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $35.09万 | 0.05% | 1,178 | 1,178 | — | $35.09万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $35.93万 | 0.05% | 1,301 | 1,301 | — | $35.93万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $36.09万 | 0.05% | 8,000 | 8,000 | — | $36.09万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $37.34万 | 0.05% | 5,937 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $38.27万 | 0.06% | 10,380 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $38.43万 | 0.06% | 1,144 | 74 | 6.9% | $2.49万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $38.43万 | 0.06% | 11,040 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $40.61万 | 0.06% | 13,800 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $41.73万 | 0.06% | 3,537 | 507 | 16.7% | $5.98万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $42.06万 | 0.06% | 2,431 | 2,431 | — | $42.06万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $43.54万 | 0.06% | 4,486 | -512 | -10.2% | -$4.97万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $43.59万 | 0.06% | 4,923 | 115 | 2.4% | $1.02万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.70万 | 0.06% | 910 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $45.41万 | 0.07% | 7,608 | -2,511 | -24.8% | -$14.99万 | 减仓 |
| ABBV | ABBVIE INC | $47.01万 | 0.07% | 1,868 | 433 | 30.2% | $10.90万 | 加仓 |
| POST | POST HLDGS INC | $49.35万 | 0.07% | 5,592 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $55.69万 | 0.08% | 4,750 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $56.13万 | 0.08% | 3,618 | 0 | 0.0% | — | 不变 |
| OR | OR ROYALTIES INC. | $57.80万 | 0.08% | 18,275 | -114 | -0.6% | -$3,606 | 减仓 |
| MUB | ISHARES TR | $58.38万 | 0.08% | 5,425 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $59.02万 | 0.09% | 11,113 | -1,225 | -9.9% | -$6.51万 | 减仓 |
| V | VISA INC | $59.35万 | 0.09% | 1,730 | 47 | 2.8% | $1.61万 | 加仓 |
| GEV | GE VERNOVA INC | $60.62万 | 0.09% | 516 | 13 | 2.6% | $1.53万 | 加仓 |
| AGI | ALAMOS GOLD INC | $60.88万 | 0.09% | 20,065 | -100 | -0.5% | -$3,034 | 减仓 |
| EMR | EMERSON ELEC CO | $62.99万 | 0.09% | 4,400 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $63.70万 | 0.09% | 5,423 | 37 | 0.7% | $4,346 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $64.57万 | 0.09% | 9,063 | 104 | 1.2% | $7,410 | 加仓 |
| LRCX | LAM RESEARCH CORP | $65.35万 | 0.09% | 1,508 | 23 | 1.5% | $9,967 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.43万 | 0.10% | 4,008 | 50 | 1.3% | $8,287 | 加仓 |
| WRB | BERKLEY W R CORP | $66.62万 | 0.10% | 9,445 | -600 | -6.0% | -$4.23万 | 减仓 |
| ITA | ISHARES TR | $66.64万 | 0.10% | 2,749 | -1,607 | -36.9% | -$38.96万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $67.11万 | 0.10% | 7,646 | 3,773 | 97.4% | $33.12万 | 加仓 |
| LEN | LENNAR CORP | $67.30万 | 0.10% | 7,437 | -1,267 | -14.6% | -$11.47万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $67.53万 | 0.10% | 4,256 | -1,475 | -25.7% | -$23.40万 | 减仓 |
| KO | COCA COLA CO | $70.75万 | 0.10% | 8,706 | 2,040 | 30.6% | $16.58万 | 加仓 |
| NP | NEPTUNE INS HLDGS INC | $70.80万 | 0.10% | 22,475 | -2,281 | -9.2% | -$7.19万 | 减仓 |
| URI | UNITED RENTALS INC | $70.81万 | 0.10% | 625 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.24万 | 0.10% | 3,395 | -2,570 | -43.1% | -$54.68万 | 减仓 |
| MRK | MERCK & CO INC | $72.67万 | 0.11% | 5,655 | 375 | 7.1% | $4.82万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $74.45万 | 0.11% | 7,825 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.11% | 1 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $75.66万 | 0.11% | 70,974 | -60,363 | -46.0% | -$64.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $79.99万 | 0.12% | 6,693 | 765 | 12.9% | $9.14万 | 加仓 |
| MOG/A | MOOG INC | $83.12万 | 0.12% | 1,961 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $84.35万 | 0.12% | 8,552 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $84.67万 | 0.12% | 2,013 | -175 | -8.0% | -$7.36万 | 减仓 |
| FN | FABRINET | $85.55万 | 0.12% | 1,522 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $86.59万 | 0.13% | 2,317 | 23 | 1.0% | $8,596 | 加仓 |
| SHY | ISHARES TR | $87.85万 | 0.13% | 10,699 | -6,495 | -37.8% | -$53.33万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $89.87万 | 0.13% | 3,073 | -10 | -0.3% | -$2,925 | 减仓 |
| HSBC | HSBC HLDGS PLC | $90.61万 | 0.13% | 9,529 | 60 | 0.6% | $5,705 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $91.58万 | 0.13% | 1,200 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $91.96万 | 0.13% | 6,726 | -421 | -5.9% | -$5.76万 | 减仓 |
| IHE | ISHARES TR | $92.49万 | 0.13% | 9,341 | -26 | -0.3% | -$2,574 | 减仓 |