Stiles Financial Services Inc
EDINA MN · SEC CIK 0001904832
$3.27亿2026Q1 申报市值
177持仓数
32.1%前十大占比 · 第一大 8.6%
7 / 2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
TSM 加仓+$70.56万
URI 加仓+$56.98万
ORCL 加仓+$52.81万
DINO 新建仓+$50.43万
NVDA 加仓+$49.60万
2026Q1 卖出最多 按季末市值估算
BKLC 减仓-$57.10万
AMAT 减仓-$38.38万
CPRT 清仓-$31.36万
ABT 减仓-$30.70万
REGN 减仓-$27.89万
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 |
|---|---|---|---|---|---|---|---|---|
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,010 | -100.0% | -$31.36万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -5,259 | -100.0% | -$24.45万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SAN | BANCO SANTANDER SA ADR | $16.17万 | 0.05% | 14,333 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $19.38万 | 0.06% | 3,130 | 3,130 | — | $19.38万 | 新建仓 |
| BAX | BAXTER INTL INC COM | $19.59万 | 0.06% | 11,661 | 302 | 2.7% | $5,073 | 加仓 |
| WAT | WATERS CORP COM | $19.74万 | 0.06% | 663 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC COM | $20.33万 | 0.06% | 1,268 | 1,268 | — | $20.33万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $20.66万 | 0.06% | 1,413 | 1,413 | — | $20.66万 | 新建仓 |
| CCI | CROWN CASTLE INC COM | $20.68万 | 0.06% | 2,543 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO COM | $21.00万 | 0.06% | 694 | 1 | 0.1% | $303 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $21.27万 | 0.07% | 5,621 | 5,621 | — | $21.27万 | 新建仓 |
| OSK | OSHKOSH CORP COM | $21.27万 | 0.07% | 1,445 | 1,445 | — | $21.27万 | 新建仓 |
| RY | ROYAL BK CDA COM | $21.71万 | 0.07% | 1,342 | 5 | 0.4% | $809 | 加仓 |
| IRM | IRON MTN INC DEL COM | $21.73万 | 0.07% | 2,127 | 0 | 0.0% | — | 重新持有 |
| CMCSA | COMCAST CORP NEW CL A | $21.87万 | 0.07% | 7,617 | -3,178 | -29.4% | -$9.12万 | 减仓 |
| TXT | TEXTRON INC COM | $22.75万 | 0.07% | 2,598 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $23.28万 | 0.07% | 3,005 | 3,005 | — | $23.28万 | 新建仓 |
| SBUX | STARBUCKS CORP COM | $23.33万 | 0.07% | 2,604 | -117 | -4.3% | -$1.05万 | 减仓 |
| LOW | LOWES COS INC COM | $23.60万 | 0.07% | 999 | -105 | -9.5% | -$2.48万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $23.81万 | 0.07% | 4,034 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $24.78万 | 0.08% | 1,499 | -1,379 | -47.9% | -$22.79万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $25.84万 | 0.08% | 749 | 2 | 0.3% | $690 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $26.00万 | 0.08% | 1,499 | -38 | -2.5% | -$6,592 | 减仓 |
| CMS | CMS ENERGY CORP COM | $26.35万 | 0.08% | 3,396 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $26.41万 | 0.08% | 1,729 | -408 | -19.1% | -$6.23万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $26.71万 | 0.08% | 2,915 | 1,051 | 56.4% | $9.63万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC SHS | $26.75万 | 0.08% | 2,043 | 153 | 8.1% | $2.00万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $26.99万 | 0.08% | 2,060 | -90 | -4.2% | -$1.18万 | 减仓 |
| EXC | EXELON CORP COM | $27.04万 | 0.08% | 5,515 | 11 | 0.2% | $539 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $27.16万 | 0.08% | 458 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS | $27.69万 | 0.08% | 558 | -27 | -4.6% | -$1.34万 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $28.19万 | 0.09% | 2,200 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC SHS | $28.87万 | 0.09% | 3,332 | 11 | 0.3% | $953 | 加仓 |
| O | REALTY INCOME CORP COM | $29.54万 | 0.09% | 4,828 | 17 | 0.4% | $1,040 | 加仓 |
| AFL | AFLAC INC COM | $30.77万 | 0.09% | 2,805 | -294 | -9.5% | -$3.23万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $32.66万 | 0.10% | 2,627 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $34.28万 | 0.10% | 1,432 | -95 | -6.2% | -$2.27万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $34.31万 | 0.10% | 2,348 | -69 | -2.9% | -$1.01万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $34.69万 | 0.11% | 508 | -29 | -5.4% | -$1.98万 | 减仓 |
| — | HONEYWELL INTL INC COM | $35.68万 | 0.11% | 1,578 | 2 | 0.1% | $452 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $35.93万 | 0.11% | 6,350 | 82 | 1.3% | $4,639 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $36.46万 | 0.11% | 1,347 | 3 | 0.2% | $812 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $36.58万 | 0.11% | 5,830 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $36.77万 | 0.11% | 959 | 114 | 13.5% | $4.37万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $37.39万 | 0.11% | 3,305 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $38.63万 | 0.12% | 1,214 | -21 | -1.7% | -$6,683 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $39.04万 | 0.12% | 10,622 | -1,018 | -8.7% | -$3.74万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $39.26万 | 0.12% | 4,060 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $39.95万 | 0.12% | 4,959 | -262 | -5.0% | -$2.11万 | 减仓 |
| PCAR | PACCAR INC COM | $39.97万 | 0.12% | 3,460 | -61 | -1.7% | -$7,046 | 减仓 |
| SYK | STRYKER CORPORATION COM | $40.37万 | 0.12% | 1,229 | -39 | -3.1% | -$1.28万 | 减仓 |
| NOW | SERVICENOW INC COM | $41.19万 | 0.13% | 3,940 | 1,015 | 34.7% | $10.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $41.53万 | 0.13% | 1,699 | 2 | 0.1% | $489 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $42.15万 | 0.13% | 2,784 | -84 | -2.9% | -$1.27万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $42.19万 | 0.13% | 4,570 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC COM | $43.19万 | 0.13% | 3,295 | 21 | 0.6% | $2,753 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $44.75万 | 0.14% | 4,571 | 491 | 12.0% | $4.81万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $46.15万 | 0.14% | 5,798 | 32 | 0.6% | $2,547 | 加仓 |
| PSX | PHILLIPS 66 COM | $49.46万 | 0.15% | 2,715 | -91 | -3.2% | -$1.66万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $49.80万 | 0.15% | 15,558 | 620 | 4.2% | $1.98万 | 加仓 |
| EQIX | EQUINIX INC COM | $50.26万 | 0.15% | 513 | 1 | 0.2% | $980 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $50.43万 | 0.15% | 8,084 | 8,084 | — | $50.43万 | 新建仓 |
| AZO | AUTOZONE INC COM | $51.68万 | 0.16% | 153 | -4 | -2.5% | -$1.35万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $53.34万 | 0.16% | 893 | 10 | 1.1% | $5,973 | 加仓 |
| PWR | QUANTA SVCS INC COM | $54.20万 | 0.17% | 987 | 17 | 1.8% | $9,335 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $54.78万 | 0.17% | 1,048 | 7 | 0.7% | $3,659 | 加仓 |
| FTNT | FORTINET INC COM | $55.50万 | 0.17% | 6,792 | -1,073 | -13.6% | -$8.77万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $57.70万 | 0.18% | 6,297 | -301 | -4.6% | -$2.76万 | 减仓 |
| CG | CARLYLE GROUP INC COM | $60.19万 | 0.18% | 12,439 | 51 | 0.4% | $2,468 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $61.19万 | 0.19% | 4,183 | 382 | 10.0% | $5.59万 | 加仓 |
| ABBV | ABBVIE INC COM | $61.21万 | 0.19% | 2,814 | -84 | -2.9% | -$1.83万 | 减仓 |
| FDS | FACTSET RESH SYS INC COM | $61.41万 | 0.19% | 2,830 | -873 | -23.6% | -$18.94万 | 减仓 |
| NUE | NUCOR CORP COM | $62.12万 | 0.19% | 3,673 | -1,452 | -28.3% | -$24.56万 | 减仓 |
| NFLX | NETFLIX INC. COM | $63.71万 | 0.19% | 6,626 | -149 | -2.2% | -$1.43万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $66.22万 | 0.20% | 2,032 | -473 | -18.9% | -$15.41万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $67.53万 | 0.21% | 2,065 | -64 | -3.0% | -$2.09万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $67.61万 | 0.21% | 5,122 | -61 | -1.2% | -$8,052 | 减仓 |
| OKLO | OKLO INC COM CL A | $68.30万 | 0.21% | 13,772 | 4,725 | 52.2% | $23.43万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC COM | $70.44万 | 0.22% | 4,601 | -1,649 | -26.4% | -$25.25万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $71.03万 | 0.22% | 3,496 | -126 | -3.5% | -$2.56万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $71.24万 | 0.22% | 1,985 | -92 | -4.4% | -$3.30万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $72.01万 | 0.22% | 3,633 | -1,086 | -23.0% | -$21.53万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $74.10万 | 0.23% | 4,711 | 367 | 8.4% | $5.77万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $74.13万 | 0.23% | 1,135 | 103 | 10.0% | $6.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $74.41万 | 0.23% | 2,551 | 14 | 0.6% | $4,084 | 加仓 |
| SNA | SNAP ON INC COM | $74.93万 | 0.23% | 2,063 | -123 | -5.6% | -$4.47万 | 减仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $77.57万 | 0.24% | 22,043 | 120 | 0.5% | $4,223 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $79.64万 | 0.24% | 34,975 | -3,860 | -9.9% | -$8.79万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $82.73万 | 0.25% | 20,982 | 443 | 2.2% | $1.75万 | 加仓 |
| DE | DEERE & CO COM | $84.25万 | 0.26% | 1,496 | -28 | -1.8% | -$1.58万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $84.40万 | 0.26% | 3,037 | 127 | 4.4% | $3.53万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $87.43万 | 0.27% | 7,121 | 1,925 | 37.0% | $23.64万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $91.05万 | 0.28% | 4,400 | 119 | 2.8% | $2.46万 | 加仓 |
| TSLA | TESLA INC COM | $91.83万 | 0.28% | 2,470 | 200 | 8.8% | $7.44万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $93.45万 | 0.29% | 7,878 | 2,346 | 42.4% | $27.83万 | 加仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $94.63万 | 0.29% | 45,715 | -982 | -2.1% | -$2.03万 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $95.03万 | 0.29% | 12,618 | -3,509 | -21.8% | -$26.43万 | 减仓 |
| CRM | SALESFORCE INC COM | $96.87万 | 0.30% | 5,189 | 1,496 | 40.5% | $27.93万 | 加仓 |
| ORCL | ORACLE CORP COM | $97.62万 | 0.30% | 6,636 | 3,590 | 117.9% | $52.81万 | 加仓 |