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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,200.41万 | 3.72% | 86,702 | 5,802 | 7.2% | $147.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,147.57万 | 3.63% | 63,547 | -7,879 | -11.0% | -$266.27万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,121.00万 | 3.59% | 451,757 | 9,948 | 2.3% | $46.71万 | 加仓 |
| IEF | ISHARES TR | $1,985.54万 | 3.36% | 208,041 | 1,178 | 0.6% | $11.24万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $1,888.53万 | 3.20% | 418,001 | 3,806 | 0.9% | $17.20万 | 加仓 |
| GOOGL | ALPHABET INC | $1,849.73万 | 3.13% | 64,325 | 5,622 | 9.6% | $161.67万 | 加仓 |
| PFF | ISHARES TR | $1,806.76万 | 3.06% | 595,897 | 78,027 | 15.1% | $236.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,558.21万 | 2.64% | 42,095 | 4,196 | 11.1% | $155.32万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,444.76万 | 2.44% | 495,119 | -14,388 | -2.8% | -$41.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,345.07万 | 2.28% | 28,069 | 3,325 | 13.4% | $159.33万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,234.98万 | 2.09% | 245,182 | 20,144 | 9.0% | $101.47万 | 加仓 |
| META | META PLATFORMS INC | $1,183.62万 | 2.00% | 20,688 | 3,112 | 17.7% | $178.05万 | 加仓 |
| RING | ISHARES INC | $1,022.08万 | 1.73% | 129,410 | 10,162 | 8.5% | $80.26万 | 加仓 |
| GOOG | ALPHABET INC | $973.17万 | 1.65% | 33,925 | -1,819 | -5.1% | -$52.18万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $944.03万 | 1.60% | 72,058 | -3,122 | -4.2% | -$40.90万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $943.51万 | 1.60% | 32,075 | 3,559 | 12.5% | $104.69万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $849.77万 | 1.44% | 21,691 | -2,941 | -11.9% | -$115.22万 | 减仓 |
| AMGN | AMGEN INC | $832.79万 | 1.41% | 23,669 | 3,929 | 19.9% | $138.24万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $808.20万 | 1.37% | 16,667 | 1,134 | 7.3% | $54.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $782.19万 | 1.32% | 110,308 | -346 | -0.3% | -$2.45万 | 减仓 |
| AMZN | AMAZON COM INC | $779.85万 | 1.32% | 37,444 | -1,469 | -3.8% | -$30.59万 | 减仓 |
| EBND | SPDR SERIES TRUST | $751.34万 | 1.27% | 364,019 | 51,363 | 16.4% | $106.01万 | 加仓 |
| SPIP | SPDR SERIES TRUST | $743.39万 | 1.26% | 285,808 | 4,602 | 1.6% | $11.97万 | 加仓 |
| IGSB | ISHARES TR | $743.37万 | 1.26% | 141,432 | 2,091 | 1.5% | $10.99万 | 加仓 |
| AVGO | BROADCOM INC | $737.62万 | 1.25% | 23,832 | -3,651 | -13.3% | -$113.00万 | 减仓 |
| ASML | ASML HLDG NV | $726.72万 | 1.23% | 5,502 | -13 | -0.2% | -$1.72万 | 减仓 |
| NFLX | NETFLIX INC. | $676.69万 | 1.14% | 70,379 | 18,837 | 36.5% | $181.12万 | 加仓 |
| PWR | QUANTA SVCS INC | $675.79万 | 1.14% | 12,309 | 2,374 | 23.9% | $130.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $664.09万 | 1.12% | 19,657 | 3,629 | 22.6% | $122.60万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $632.32万 | 1.07% | 27,108 | 3,921 | 16.9% | $91.46万 | 加仓 |
| WCC | WESCO INTL INC | $602.98万 | 1.02% | 22,037 | 3,724 | 20.3% | $101.90万 | 加仓 |
| RTX | RTX CORPORATION | $600.52万 | 1.02% | 31,131 | 5,708 | 22.5% | $110.11万 | 加仓 |
| ITB | ISHARES TR | $580.61万 | 0.98% | 64,120 | 60,473 | 1,658.2% | $547.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $554.43万 | 0.94% | 27,254 | 5,071 | 22.9% | $103.16万 | 加仓 |
| WMT | WALMART INC | $552.33万 | 0.93% | 44,442 | 6,791 | 18.0% | $84.40万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $545.42万 | 0.92% | 26,094 | 2,897 | 12.5% | $60.55万 | 加仓 |
| NTRA | NATERA INC | $527.65万 | 0.89% | 26,384 | 4,604 | 21.1% | $92.08万 | 加仓 |
| EQT | EQT CORP | $508.15万 | 0.86% | 79,847 | 17,190 | 27.4% | $109.40万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $482.07万 | 0.82% | 38,424 | 6,013 | 18.6% | $75.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $463.11万 | 0.78% | 26,554 | 765 | 3.0% | $13.34万 | 加仓 |
| IVV | ISHARES TR | $462.28万 | 0.78% | 7,077 | 146 | 2.1% | $9.54万 | 加仓 |
| LOW | LOWES COS INC | $449.69万 | 0.76% | 19,032 | 3,390 | 21.7% | $80.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $442.47万 | 0.75% | 6,804 | 149 | 2.2% | $9.69万 | 加仓 |
| SYK | STRYKER CORPORATION | $434.26万 | 0.73% | 13,216 | 5,328 | 67.5% | $175.07万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $423.89万 | 0.72% | 99,880 | 27,118 | 37.3% | $115.09万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $407.85万 | 0.69% | 4,821 | 4,098 | 566.8% | $346.69万 | 加仓 |
| PGR | PROGRESSIVE CORP | $403.64万 | 0.68% | 20,361 | 20,361 | — | $403.64万 | 新建仓 |
| HD | HOME DEPOT INC | $395.10万 | 0.67% | 12,013 | -254 | -2.1% | -$8.35万 | 减仓 |
| SARO | STANDARDAERO INC | $392.20万 | 0.66% | 151,838 | 93,802 | 161.6% | $242.29万 | 加仓 |
| CNX | CNX RES CORP | $389.75万 | 0.66% | 101,103 | 25,584 | 33.9% | $98.63万 | 加仓 |
| NVR | NVR INC | $380.23万 | 0.64% | 577 | 155 | 36.7% | $102.14万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $379.96万 | 0.64% | 24,158 | -8,247 | -25.4% | -$129.71万 | 减仓 |
| BAC | BANK AMERICA CORP | $377.39万 | 0.64% | 77,413 | -613 | -0.8% | -$2.99万 | 减仓 |
| CCJ | CAMECO CORP | $361.52万 | 0.61% | 33,286 | 33,286 | — | $361.52万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $353.51万 | 0.60% | 2,803 | 1,054 | 60.3% | $132.93万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $335.52万 | 0.57% | 6,715 | -32 | -0.5% | -$1.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $330.93万 | 0.56% | 786 | 90 | 12.9% | $37.89万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $303.91万 | 0.51% | 25,317 | -144 | -0.6% | -$1.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $287.35万 | 0.49% | 5,846 | -4,662 | -44.4% | -$229.15万 | 减仓 |
| ITT | ITT INC | $287.32万 | 0.49% | 15,080 | -12 | -0.1% | -$2,286 | 减仓 |
| ICLR | ICON PLC | $286.65万 | 0.48% | 25,904 | 3,641 | 16.4% | $40.29万 | 加仓 |
| SNDK | SANDISK CORP | $278.22万 | 0.47% | 4,379 | -1,614 | -26.9% | -$102.54万 | 减仓 |
| AM | ANTERO MIDSTREAM CORP | $275.72万 | 0.47% | 120,928 | -4,492 | -3.6% | -$10.24万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $264.60万 | 0.45% | 4,428 | -295 | -6.2% | -$17.63万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $256.70万 | 0.43% | 8,002 | -22 | -0.3% | -$7,058 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $254.79万 | 0.43% | 106,651 | 106,651 | — | $254.79万 | 新建仓 |
| MS | MORGAN STANLEY | $246.81万 | 0.42% | 14,997 | 14,997 | — | $246.81万 | 新建仓 |
| HUBB | HUBBELL INC | $245.71万 | 0.42% | 5,007 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $245.36万 | 0.42% | 20,744 | -16 | -0.1% | -$1,892 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $244.03万 | 0.41% | 2,449 | -11 | -0.4% | -$1.10万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $229.61万 | 0.39% | 17,684 | -27 | -0.2% | -$3,506 | 减仓 |
| IJH | ISHARES TR | $222.85万 | 0.38% | 33,000 | -20,549 | -38.4% | -$138.77万 | 减仓 |
| SSD | SIMPSON MFG INC | $216.79万 | 0.37% | 12,632 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $199.83万 | 0.34% | 20,104 | -23 | -0.1% | -$2,286 | 减仓 |
| DE | DEERE & CO | $184.20万 | 0.31% | 3,270 | -4,002 | -55.0% | -$225.43万 | 减仓 |
| IJR | ISHARES TR | $180.14万 | 0.30% | 14,491 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP | $177.31万 | 0.30% | 131,337 | 131,337 | — | $177.31万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $162.83万 | 0.28% | 62,341 | -28 | -0.0% | -$731 | 减仓 |
| QQQ | INVESCO QQQ TR | $161.69万 | 0.27% | 2,801 | -280 | -9.1% | -$16.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $148.89万 | 0.25% | 11,203 | -3,313 | -22.8% | -$44.03万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $146.22万 | 0.25% | 37,626 | 84 | 0.2% | $3,264 | 加仓 |
| IEFA | ISHARES TR | $142.87万 | 0.24% | 15,782 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $141.97万 | 0.24% | 17,194 | -2,544 | -12.9% | -$21.01万 | 减仓 |
| WFC | WELLS FARGO & CO | $138.09万 | 0.23% | 17,346 | -749 | -4.1% | -$5.96万 | 减仓 |
| IWR | ISHARES TR | $136.13万 | 0.23% | 14,001 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $135.00万 | 0.23% | 5,523 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $134.73万 | 0.23% | 35,606 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $130.72万 | 0.22% | 17,372 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $126.62万 | 0.21% | 6,522 | -57 | -0.9% | -$1.11万 | 减仓 |
| GPN | GLOBAL PMTS INC | $126.17万 | 0.21% | 18,748 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $121.26万 | 0.21% | 7,147 | 499 | 7.5% | $8.47万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $120.29万 | 0.20% | 4,963 | 616 | 14.2% | $14.93万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $119.88万 | 0.20% | 5,900 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $114.48万 | 0.19% | 5,965 | -65,233 | -91.6% | -$1,251.95万 | 减仓 |
| ALL | ALLSTATE CORP | $113.25万 | 0.19% | 5,462 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $110.87万 | 0.19% | 1,565 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $106.39万 | 0.18% | 7,852 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $105.56万 | 0.18% | 3,083 | 3,083 | — | $105.56万 | 新建仓 |
| EWY | ISHARES INC | $105.04万 | 0.18% | 8,539 | -41 | -0.5% | -$5,043 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $98.63万 | 0.17% | 16,848 | 0 | 0.0% | — | 不变 |