Sterneck Capital Management, LLC
KANSAS CITY MO · SEC CIK 0001438574
$2.33亿2026Q2 申报市值
103持仓数
53.9%前十大占比 · 第一大 10.2%
4 / 18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
BPRE 加仓+$35.76万
KMPR 新建仓+$31.70万
AVDE 加仓+$29.83万
GS 新建仓+$22.76万
GE 新建仓+$21.00万
2026Q2 卖出最多 按季末市值估算
TORTOISE CAPITAL 减仓-$116.16万
AAPL 减仓-$77.40万
NVDA 清仓-$68.80万
IBM 减仓-$63.44万
HONEYWELL INTL I 清仓-$47.04万
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 |
|---|---|---|---|---|---|---|---|---|
| IBM | INTERNATIONAL BUSINESS MACHS | $310.30万 | 1.33% | 11,034 | -2,256 | -17.0% | -$63.44万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $353.67万 | 1.52% | 39,650 | 3,344 | 9.2% | $29.83万 | 加仓 |
| META | META PLATFORMS INC | $363.70万 | 1.56% | 6,457 | -523 | -7.5% | -$29.46万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $400.75万 | 1.72% | 130,921 | -282 | -0.2% | -$8,632 | 减仓 |
| AMZN | AMAZON COM INC | $493.60万 | 2.11% | 20,710 | -848 | -3.9% | -$20.21万 | 减仓 |
| MBSF | VALUED ADVISERS TR | $527.56万 | 2.26% | 205,476 | 3,647 | 1.8% | $9.36万 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $571.33万 | 2.45% | 102,170 | -20,773 | -16.9% | -$116.16万 | 减仓 |
| GOOGL | ALPHABET INC | $573.52万 | 2.46% | 16,048 | 55 | 0.3% | $1.97万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $579.97万 | 2.48% | 60,107 | 2,085 | 3.6% | $20.12万 | 加仓 |
| GOOG | ALPHABET INC | $699.12万 | 3.00% | 19,787 | -157 | -0.8% | -$5.55万 | 减仓 |
| LRGF | ISHARES TR | $699.51万 | 3.00% | 92,491 | -776 | -0.8% | -$5.87万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $772.99万 | 3.31% | 61,958 | -445 | -0.7% | -$5.55万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $801.56万 | 3.43% | 80,028 | -915 | -1.1% | -$9.16万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $812.56万 | 3.48% | 10,881 | -39 | -0.4% | -$2.91万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $844.14万 | 3.62% | 65,907 | -360 | -0.5% | -$4.61万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $921.08万 | 3.95% | 101,452 | -731 | -0.7% | -$6.64万 | 减仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $1,223.01万 | 5.24% | 169,134 | -3,070 | -1.8% | -$22.20万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $1,290.04万 | 5.53% | 91,995 | -127 | -0.1% | -$1.78万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,318.02万 | 5.65% | 254,543 | -5,710 | -2.2% | -$29.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,207.54万 | 9.46% | 103,752 | -124 | -0.1% | -$2.64万 | 减仓 |
| AAPL | APPLE INC | $2,389.32万 | 10.24% | 82,573 | -2,675 | -3.1% | -$77.40万 | 减仓 |