Stamos Capital Partners, L.P.
Menlo Park CA · SEC CIK 0001705399
$6.40亿2026Q1 申报市值
142持仓数
34.6%前十大占比 · 第一大 14.4%
0 / 0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
MSFT 加仓+$762.18万
UNH 加仓+$339.51万
IBM 加仓+$339.18万
CRM 加仓+$299.96万
V 加仓+$282.08万
2026Q1 卖出最多 按季末市值估算
EXXON MOBIL CORP 减仓-$1,084.11万
CVX 减仓-$1,041.60万
TTE 减仓-$698.21万
BP 减仓-$681.54万
SHEL 减仓-$608.07万
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 |
|---|---|---|---|---|---|---|---|---|
| SONY | SONY GROUP CORP | $482.22万 | 0.75% | 232,958 | 104,391 | 81.2% | $216.09万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $485.53万 | 0.76% | 27,840 | 9,542 | 52.1% | $166.41万 | 加仓 |
| BN | BROOKFIELD CORP | $499.36万 | 0.78% | 123,391 | 43,559 | 54.6% | $176.28万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $500.62万 | 0.78% | 10,447 | 2,613 | 33.4% | $125.21万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $512.05万 | 0.80% | 35,451 | 1,967 | 5.9% | $28.41万 | 加仓 |
| BX | BLACKSTONE INC | $518.25万 | 0.81% | 45,069 | 20,865 | 86.2% | $239.93万 | 加仓 |
| BP | BP PLC | $518.98万 | 0.81% | 110,421 | -145,009 | -56.8% | -$681.54万 | 减仓 |
| GSK | GSK PLC | $542.27万 | 0.85% | 98,255 | -21,928 | -18.2% | -$121.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $551.23万 | 0.86% | 109,806 | -25,259 | -18.7% | -$126.80万 | 减仓 |
| CI | THE CIGNA GROUP | $554.44万 | 0.87% | 20,785 | 1,188 | 6.1% | $31.69万 | 加仓 |
| LLY | ELI LILLY & CO | $563.73万 | 0.88% | 6,129 | 1,351 | 28.3% | $124.26万 | 加仓 |
| ASML | ASML HLDG NV | $565.32万 | 0.88% | 4,280 | -195 | -4.4% | -$25.76万 | 减仓 |
| CVS | CVS HEALTH CORP | $565.38万 | 0.88% | 78,722 | 10,874 | 16.0% | $78.10万 | 加仓 |
| ADBE | ADOBE INC | $584.87万 | 0.91% | 24,061 | 9,201 | 61.9% | $223.66万 | 加仓 |
| NFLX | NETFLIX INC. | $586.73万 | 0.92% | 61,022 | 19,695 | 47.7% | $189.37万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $589.73万 | 0.92% | 74,972 | -2,319 | -3.0% | -$18.24万 | 减仓 |
| BA | BOEING CO | $606.25万 | 0.95% | 30,460 | 3,082 | 11.3% | $61.34万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $629.21万 | 0.98% | 61,225 | 1,005 | 1.7% | $10.33万 | 加仓 |
| BLK | BLACKROCK INC | $637.61万 | 1.00% | 6,630 | 1,695 | 34.3% | $163.01万 | 加仓 |
| NVO | NOVO-NORDISK A S | $652.03万 | 1.02% | 177,423 | 39,825 | 28.9% | $146.36万 | 加仓 |
| CRM | SALESFORCE INC | $668.33万 | 1.04% | 35,803 | 16,069 | 81.4% | $299.96万 | 加仓 |
| DIS | DISNEY WALT CO | $702.82万 | 1.10% | 72,922 | 16,462 | 29.2% | $158.66万 | 加仓 |
| UNP | UNION PAC CORP | $736.69万 | 1.15% | 30,364 | -239 | -0.8% | -$5.80万 | 减仓 |
| AAPL | APPLE INC | $747.18万 | 1.17% | 29,441 | 1,283 | 4.6% | $32.56万 | 加仓 |
| T | AT&T INC | $757.03万 | 1.18% | 261,134 | -28,588 | -9.9% | -$82.88万 | 减仓 |
| PFE | PFIZER INC | $768.79万 | 1.20% | 273,784 | -42,526 | -13.4% | -$119.41万 | 减仓 |
| V | VISA INC | $797.40万 | 1.25% | 26,383 | 9,333 | 54.7% | $282.08万 | 加仓 |
| BAC | BANK AMERICA CORP | $818.58万 | 1.28% | 167,913 | 34,137 | 25.5% | $166.42万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $839.38万 | 1.31% | 90,373 | -7,610 | -7.8% | -$70.68万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $866.40万 | 1.35% | 25,637 | 2,689 | 11.7% | $90.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $890.79万 | 1.39% | 43,054 | -50,343 | -53.9% | -$1,041.60万 | 减仓 |
| AMZN | AMAZON COM INC | $986.72万 | 1.54% | 47,377 | 11,127 | 30.7% | $231.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,018.31万 | 1.59% | 41,659 | -4,443 | -9.6% | -$108.60万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,057.68万 | 1.65% | 35,956 | 8,513 | 31.0% | $250.42万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1,084.03万 | 1.69% | 52,600 | 2,035 | 4.0% | $41.94万 | 加仓 |
| — | EXXON MOBIL CORP | $1,265.38万 | 1.98% | 74,583 | -63,899 | -46.1% | -$1,084.11万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,477.34万 | 2.31% | 54,597 | 12,547 | 29.8% | $339.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,586.36万 | 2.48% | 42,855 | 20,590 | 92.5% | $762.18万 | 加仓 |
| GOOGL | ALPHABET INC | $1,595.15万 | 2.49% | 55,472 | 4,123 | 8.0% | $118.56万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,782.60万 | 2.79% | 357,307 | -10,485 | -2.9% | -$52.31万 | 减仓 |
| MRK | MERCK & CO INC | $2,049.55万 | 3.20% | 170,384 | -16,421 | -8.8% | -$197.53万 | 减仓 |
| AGG | ISHARES TR | $9,193.25万 | 14.37% | 926,085 | 15,853 | 1.7% | $157.37万 | 加仓 |