Sterneck Capital Management, LLC
KANSAS CITY MO · SEC CIK 0001438574
$2.23亿2026Q1 申报市值
116持仓数
51.9%前十大占比 · 第一大 9.7%
9 / 1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
BPRE 新建仓+$208.75万
JRI 新建仓+$117.21万
NFLX 新建仓+$54.06万
RSP 加仓+$41.70万
JPUS 加仓+$40.34万
2026Q1 卖出最多 按季末市值估算
PLTR 减仓-$43.85万
BA 减仓-$30.63万
WMB 减仓-$26.98万
SLB 减仓-$26.15万
APA 减仓-$22.92万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $399.33万 | 1.79% | 6,980 | -98 | -1.4% | -$5.61万 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $425.87万 | 1.91% | 122,943 | 3,329 | 2.8% | $11.53万 | 加仓 |
| AMZN | AMAZON COM INC | $448.99万 | 2.02% | 21,558 | -75 | -0.3% | -$1.56万 | 减仓 |
| GOOGL | ALPHABET INC | $459.91万 | 2.07% | 15,993 | -63 | -0.4% | -$1.81万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $467.54万 | 2.10% | 58,022 | 3,428 | 6.3% | $27.62万 | 加仓 |
| MBSF | VALUED ADVISERS TR | $514.87万 | 2.31% | 201,829 | 8,193 | 4.2% | $20.90万 | 加仓 |
| GOOG | ALPHABET INC | $572.10万 | 2.57% | 19,944 | -46 | -0.2% | -$1.32万 | 减仓 |
| LRGF | ISHARES TR | $615.56万 | 2.76% | 93,267 | -29 | -0.0% | -$1,914 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $689.37万 | 3.10% | 62,403 | 1,773 | 2.9% | $19.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $710.16万 | 3.19% | 10,920 | 444 | 4.2% | $28.87万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $736.76万 | 3.31% | 66,267 | 2,516 | 3.9% | $27.97万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $807.86万 | 3.63% | 102,183 | 4,655 | 4.8% | $36.80万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $810.97万 | 3.64% | 80,943 | -2,115 | -2.5% | -$21.19万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $1,199.52万 | 5.39% | 92,122 | 3,098 | 3.5% | $40.34万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,220.85万 | 5.48% | 260,253 | -3,115 | -1.2% | -$14.61万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $1,226.78万 | 5.51% | 172,204 | 3,148 | 1.9% | $22.43万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,993.59万 | 8.95% | 103,876 | 2,173 | 2.1% | $41.70万 | 加仓 |
| AAPL | APPLE INC | $2,163.52万 | 9.71% | 85,248 | -264 | -0.3% | -$6.70万 | 减仓 |