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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $9,193.25万 | 14.37% | 926,085 | 15,853 | 1.7% | $157.37万 | 加仓 |
| MRK | MERCK & CO INC | $2,049.55万 | 3.20% | 170,384 | -16,421 | -8.8% | -$197.53万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $1,782.60万 | 2.79% | 357,307 | -10,485 | -2.9% | -$52.31万 | 减仓 |
| GOOGL | ALPHABET INC | $1,595.15万 | 2.49% | 55,472 | 4,123 | 8.0% | $118.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,586.36万 | 2.48% | 42,855 | 20,590 | 92.5% | $762.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,477.34万 | 2.31% | 54,597 | 12,547 | 29.8% | $339.51万 | 加仓 |
| — | EXXON MOBIL CORP | $1,265.38万 | 1.98% | 74,583 | -63,899 | -46.1% | -$1,084.11万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $1,084.03万 | 1.69% | 52,600 | 2,035 | 4.0% | $41.94万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,057.68万 | 1.65% | 35,956 | 8,513 | 31.0% | $250.42万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,018.31万 | 1.59% | 41,659 | -4,443 | -9.6% | -$108.60万 | 减仓 |
| AMZN | AMAZON COM INC | $986.72万 | 1.54% | 47,377 | 11,127 | 30.7% | $231.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $890.79万 | 1.39% | 43,054 | -50,343 | -53.9% | -$1,041.60万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $866.40万 | 1.35% | 25,637 | 2,689 | 11.7% | $90.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $839.38万 | 1.31% | 90,373 | -7,610 | -7.8% | -$70.68万 | 减仓 |
| BAC | BANK AMERICA CORP | $818.58万 | 1.28% | 167,913 | 34,137 | 25.5% | $166.42万 | 加仓 |
| V | VISA INC | $797.40万 | 1.25% | 26,383 | 9,333 | 54.7% | $282.08万 | 加仓 |
| PFE | PFIZER INC | $768.79万 | 1.20% | 273,784 | -42,526 | -13.4% | -$119.41万 | 减仓 |
| T | AT&T INC | $757.03万 | 1.18% | 261,134 | -28,588 | -9.9% | -$82.88万 | 减仓 |
| AAPL | APPLE INC | $747.18万 | 1.17% | 29,441 | 1,283 | 4.6% | $32.56万 | 加仓 |
| UNP | UNION PAC CORP | $736.69万 | 1.15% | 30,364 | -239 | -0.8% | -$5.80万 | 减仓 |
| DIS | DISNEY WALT CO | $702.82万 | 1.10% | 72,922 | 16,462 | 29.2% | $158.66万 | 加仓 |
| CRM | SALESFORCE INC | $668.33万 | 1.04% | 35,803 | 16,069 | 81.4% | $299.96万 | 加仓 |
| NVO | NOVO-NORDISK A S | $652.03万 | 1.02% | 177,423 | 39,825 | 28.9% | $146.36万 | 加仓 |
| BLK | BLACKROCK INC | $637.61万 | 1.00% | 6,630 | 1,695 | 34.3% | $163.01万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $629.21万 | 0.98% | 61,225 | 1,005 | 1.7% | $10.33万 | 加仓 |
| BA | BOEING CO | $606.25万 | 0.95% | 30,460 | 3,082 | 11.3% | $61.34万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $589.73万 | 0.92% | 74,972 | -2,319 | -3.0% | -$18.24万 | 减仓 |
| NFLX | NETFLIX INC. | $586.73万 | 0.92% | 61,022 | 19,695 | 47.7% | $189.37万 | 加仓 |
| ADBE | ADOBE INC | $584.87万 | 0.91% | 24,061 | 9,201 | 61.9% | $223.66万 | 加仓 |
| CVS | CVS HEALTH CORP | $565.38万 | 0.88% | 78,722 | 10,874 | 16.0% | $78.10万 | 加仓 |
| ASML | ASML HLDG NV | $565.32万 | 0.88% | 4,280 | -195 | -4.4% | -$25.76万 | 减仓 |
| LLY | ELI LILLY & CO | $563.73万 | 0.88% | 6,129 | 1,351 | 28.3% | $124.26万 | 加仓 |
| CI | THE CIGNA GROUP | $554.44万 | 0.87% | 20,785 | 1,188 | 6.1% | $31.69万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $551.23万 | 0.86% | 109,806 | -25,259 | -18.7% | -$126.80万 | 减仓 |
| GSK | GSK PLC | $542.27万 | 0.85% | 98,255 | -21,928 | -18.2% | -$121.02万 | 减仓 |
| BP | BP PLC | $518.98万 | 0.81% | 110,421 | -145,009 | -56.8% | -$681.54万 | 减仓 |
| BX | BLACKSTONE INC | $518.25万 | 0.81% | 45,069 | 20,865 | 86.2% | $239.93万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $512.05万 | 0.80% | 35,451 | 1,967 | 5.9% | $28.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $500.62万 | 0.78% | 10,447 | 2,613 | 33.4% | $125.21万 | 加仓 |
| BN | BROOKFIELD CORP | $499.36万 | 0.78% | 123,391 | 43,559 | 54.6% | $176.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $485.53万 | 0.76% | 27,840 | 9,542 | 52.1% | $166.41万 | 加仓 |
| SONY | SONY GROUP CORP | $482.22万 | 0.75% | 232,958 | 104,391 | 81.2% | $216.09万 | 加仓 |
| AVGO | BROADCOM INC | $479.96万 | 0.75% | 15,507 | 7,074 | 83.9% | $218.95万 | 加仓 |
| PAVE | GLOBAL X FDS | $478.38万 | 0.75% | 94,151 | 1,143 | 1.2% | $5.81万 | 加仓 |
| CME | CME GROUP INC | $465.56万 | 0.73% | 15,763 | -1,684 | -9.7% | -$49.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $462.99万 | 0.72% | 53,432 | 5,713 | 12.0% | $49.50万 | 加仓 |
| F | FORD MTR CO | $462.36万 | 0.72% | 400,657 | 82,274 | 25.8% | $94.94万 | 加仓 |
| ENB | ENBRIDGE INC | $438.02万 | 0.68% | 80,905 | -15,308 | -15.9% | -$82.88万 | 减仓 |
| KO | COCA COLA CO | $420.78万 | 0.66% | 55,329 | -5,520 | -9.1% | -$41.98万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $420.10万 | 0.66% | 26,204 | 11,460 | 77.7% | $183.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $398.93万 | 0.62% | 19,610 | 6,002 | 44.1% | $122.10万 | 加仓 |
| SHEL | SHELL PLC | $392.42万 | 0.61% | 42,196 | -65,384 | -60.8% | -$608.07万 | 减仓 |
| TTE | TOTALENERGIES SE | $388.18万 | 0.61% | 42,667 | -76,743 | -64.3% | -$698.21万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $383.26万 | 0.60% | 114,303 | -35,996 | -23.9% | -$120.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $383.10万 | 0.60% | 15,805 | 13,993 | 772.2% | $339.18万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $371.00万 | 0.58% | 22,604 | 968 | 4.5% | $15.89万 | 加仓 |
| IYR | ISHARES TR | $362.16万 | 0.57% | 38,300 | 5,489 | 16.7% | $51.90万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $355.97万 | 0.56% | 49,488 | 7,843 | 18.8% | $56.41万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $341.12万 | 0.53% | 16,789 | 3,875 | 30.0% | $78.73万 | 加仓 |
| USRT | ISHARES TR | $340.06万 | 0.53% | 57,453 | 3,361 | 6.2% | $19.89万 | 加仓 |
| AMLP | ALPS ETF TR | $337.62万 | 0.53% | 64,137 | -11,290 | -15.0% | -$59.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $337.17万 | 0.53% | 6,748 | 1,078 | 19.0% | $53.86万 | 加仓 |
| MLPX | GLOBAL X FDS | $336.82万 | 0.53% | 45,553 | -13,027 | -22.2% | -$96.32万 | 减仓 |
| HD | HOME DEPOT INC | $336.62万 | 0.53% | 10,235 | 192 | 1.9% | $6.31万 | 加仓 |
| HDB | HDFC BANK LTD | $335.17万 | 0.52% | 134,716 | 65,446 | 94.5% | $162.83万 | 加仓 |
| XBI | SPDR SERIES TRUST | $322.15万 | 0.50% | 25,221 | 542 | 2.2% | $6.92万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $318.19万 | 0.50% | 38,573 | 1,158 | 3.1% | $9.55万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $315.45万 | 0.49% | 54,727 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $311.86万 | 0.49% | 4,402 | -1,337 | -23.3% | -$94.72万 | 减仓 |
| NOW | SERVICENOW INC | $311.58万 | 0.49% | 29,802 | 17,102 | 134.7% | $178.80万 | 加仓 |
| GIS | GENERAL MILLS INC | $310.33万 | 0.49% | 83,376 | 19,172 | 29.9% | $71.36万 | 加仓 |
| BCS | BARCLAYS PLC | $307.09万 | 0.48% | 145,126 | 48,815 | 50.7% | $103.29万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $287.30万 | 0.45% | 7,359 | 4,892 | 198.3% | $190.99万 | 加仓 |
| UBS | UBS GROUP AG | $274.96万 | 0.43% | 70,376 | 23,697 | 50.8% | $92.58万 | 加仓 |
| WMT | WALMART INC | $273.81万 | 0.43% | 22,032 | -2,858 | -11.5% | -$35.52万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $271.21万 | 0.42% | 9,712 | 2,550 | 35.6% | $71.21万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $267.59万 | 0.42% | 9,430 | -6,039 | -39.0% | -$171.36万 | 减仓 |
| EQT | EQT CORP | $266.63万 | 0.42% | 41,896 | -12,719 | -23.3% | -$80.94万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $265.04万 | 0.41% | 14,209 | -832 | -5.5% | -$15.52万 | 减仓 |
| CSCO | CISCO SYS INC | $262.22万 | 0.41% | 33,795 | -1,956 | -5.5% | -$15.18万 | 减仓 |
| TOL | TOLL BROTHERS INC | $244.46万 | 0.38% | 17,913 | -508 | -2.8% | -$6.93万 | 减仓 |
| DHI | D R HORTON INC | $244.02万 | 0.38% | 17,783 | 440 | 2.5% | $6.04万 | 加仓 |
| D | DOMINION ENERGY INC | $243.19万 | 0.38% | 39,338 | -317 | -0.8% | -$1.96万 | 减仓 |
| LEN | LENNAR CORP | $241.75万 | 0.38% | 27,838 | 3,582 | 14.8% | $31.11万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $237.37万 | 0.37% | 18,109 | -2,128 | -10.5% | -$27.89万 | 减仓 |
| SO | SOUTHERN CO | $231.40万 | 0.36% | 23,974 | -2,865 | -10.7% | -$27.65万 | 减仓 |
| CCJ | CAMECO CORP | $231.08万 | 0.36% | 21,276 | -8,731 | -29.1% | -$94.83万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $231.03万 | 0.36% | 17,644 | -2,320 | -11.6% | -$30.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $222.47万 | 0.35% | 4,526 | 934 | 26.0% | $45.91万 | 加仓 |
| GE | GE AEROSPACE | $216.12万 | 0.34% | 7,616 | 662 | 9.5% | $18.79万 | 加仓 |
| GM | GENERAL MTRS CO | $212.44万 | 0.33% | 28,516 | 3,160 | 12.5% | $23.54万 | 加仓 |
| SPGI | S&P GLOBAL INC | $210.50万 | 0.33% | 4,949 | 1,741 | 54.3% | $74.05万 | 加仓 |
| GEV | GE VERNOVA INC | $206.35万 | 0.32% | 2,364 | -548 | -18.8% | -$47.83万 | 减仓 |
| — | GLOBAL X FDS | $204.98万 | 0.32% | 88,738 | 23,169 | 35.3% | $53.52万 | 加仓 |
| DE | DEERE & CO | $203.07万 | 0.32% | 3,605 | -2,261 | -38.5% | -$127.36万 | 减仓 |
| VST | VISTRA CORP | $194.66万 | 0.30% | 12,949 | 1,111 | 9.4% | $16.70万 | 加仓 |
| ETN | EATON CORP PLC | $191.07万 | 0.30% | 5,342 | -356 | -6.2% | -$12.73万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $183.48万 | 0.29% | 39,982 | 350 | 0.9% | $1.61万 | 加仓 |
| IQV | IQVIA HLDGS INC | $178.25万 | 0.28% | 10,452 | 2,988 | 40.0% | $50.96万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $162.02万 | 0.25% | 34,904 | 3,572 | 11.4% | $16.58万 | 加仓 |