Stiles Financial Services Inc
EDINA MN · SEC CIK 0001904832
$3.98亿2026Q2 申报市值
183持仓数
34.1%前十大占比 · 第一大 8.1%
10 / 5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
XOM 新建仓+$270.83万
BKAG 加仓+$124.29万
MSFT 加仓+$68.49万
QQQ 加仓+$66.65万
ANET 加仓+$52.41万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$330.86万
LRCX 减仓-$119.21万
TJX 减仓-$65.74万
KLAC 减仓-$43.21万
HONEYWELL INTL I 清仓-$35.68万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -19,501 | -100.0% | -$330.86万 | 清仓 |
| — | HONEYWELL INTL INC COM | $0 | 0.00% | 0 | -1,578 | -100.0% | -$35.68万 | 清仓 |
| LOW | LOWES COS INC COM | $0 | 0.00% | 0 | -999 | -100.0% | -$23.60万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -7,617 | -100.0% | -$21.87万 | 清仓 |
| CCI | CROWN CASTLE INC COM | $0 | 0.00% | 0 | -2,543 | -100.0% | -$20.68万 | 清仓 |
| SAN | BANCO SANTANDER SA ADR | $19.83万 | 0.05% | 14,371 | 38 | 0.3% | $524 | 加仓 |
| MPC | MARATHON PETE CORP COM | $20.14万 | 0.05% | 788 | 788 | — | $20.14万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $20.32万 | 0.05% | 699 | -50 | -6.7% | -$1.45万 | 减仓 |
| CSX | CSX CORP COM | $20.34万 | 0.05% | 4,280 | 4,280 | — | $20.34万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $20.59万 | 0.05% | 4,034 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $20.78万 | 0.05% | 5,653 | 32 | 0.6% | $1,176 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $21.52万 | 0.05% | 1,481 | 1,481 | — | $21.52万 | 新建仓 |
| DTE | DTE ENERGY CO COM | $21.53万 | 0.05% | 1,413 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO COM | $21.81万 | 0.05% | 2,378 | 2,378 | — | $21.81万 | 新建仓 |
| OSK | OSHKOSH CORP COM | $22.06万 | 0.06% | 1,437 | -8 | -0.6% | -$1,228 | 减仓 |
| RACE | FERRARI N V COM | $22.15万 | 0.06% | 595 | 595 | — | $22.15万 | 新建仓 |
| TXT | TEXTRON INC COM | $22.46万 | 0.06% | 2,448 | -150 | -5.8% | -$1.38万 | 减仓 |
| BAX | BAXTER INTL INC COM | $23.16万 | 0.06% | 10,862 | -799 | -6.9% | -$1.70万 | 减仓 |
| LIN | LINDE PLC SHS | $23.26万 | 0.06% | 448 | -110 | -19.7% | -$5.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $23.54万 | 0.06% | 696 | 2 | 0.3% | $677 | 加仓 |
| WAT | WATERS CORP COM | $23.74万 | 0.06% | 633 | -30 | -4.5% | -$1.13万 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $24.36万 | 0.06% | 2,814 | -101 | -3.5% | -$8,744 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $24.82万 | 0.06% | 458 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $24.88万 | 0.06% | 5,830 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $24.91万 | 0.06% | 1,191 | -100 | -7.7% | -$2.09万 | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC COM | $25.05万 | 0.06% | 1,503 | 4 | 0.3% | $667 | 加仓 |
| SBUX | STARBUCKS CORP COM | $25.06万 | 0.06% | 2,452 | -152 | -5.8% | -$1.55万 | 减仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $25.17万 | 0.06% | 710 | 710 | — | $25.17万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $25.68万 | 0.06% | 4,878 | -81 | -1.6% | -$4,265 | 减仓 |
| EXC | EXELON CORP COM | $25.77万 | 0.06% | 5,527 | 12 | 0.2% | $559 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $25.87万 | 0.06% | 508 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $25.98万 | 0.07% | 3,396 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $26.67万 | 0.07% | 1,372 | -60 | -4.2% | -$1.17万 | 减仓 |
| IRM | IRON MTN INC DEL COM | $26.87万 | 0.07% | 2,127 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $27.09万 | 0.07% | 1,729 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $27.37万 | 0.07% | 1,513 | 14 | 0.9% | $2,533 | 加仓 |
| RY | ROYAL BK CDA COM | $27.86万 | 0.07% | 1,346 | 4 | 0.3% | $828 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $28.06万 | 0.07% | 3,587 | 255 | 7.7% | $1.99万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $29.55万 | 0.07% | 2,064 | 4 | 0.2% | $573 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $29.59万 | 0.07% | 3,130 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $29.79万 | 0.07% | 2,039 | -4 | -0.2% | -$584 | 减仓 |
| O | REALTY INCOME CORP COM | $29.96万 | 0.08% | 4,836 | 8 | 0.2% | $496 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $32.20万 | 0.08% | 4,462 | 4,462 | — | $32.20万 | 新建仓 |
| AFL | AFLAC INC COM | $32.95万 | 0.08% | 2,810 | 5 | 0.2% | $586 | 加仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $33.90万 | 0.09% | 2,315 | 115 | 5.2% | $1.68万 | 加仓 |
| NRG | NRG ENERGY INC COM NEW | $34.35万 | 0.09% | 2,352 | 4 | 0.2% | $584 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $38.22万 | 0.10% | 3,840 | 835 | 27.8% | $8.31万 | 加仓 |
| INTC | INTEL CORP COM | $38.23万 | 0.10% | 2,738 | 2,738 | — | $38.23万 | 新建仓 |
| SYK | STRYKER CORPORATION COM | $38.72万 | 0.10% | 1,230 | 1 | 0.1% | $315 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $39.06万 | 0.10% | 6,425 | 75 | 1.2% | $4,559 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $39.56万 | 0.10% | 2,668 | 41 | 1.6% | $6,080 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $39.67万 | 0.10% | 6,308 | 6,308 | — | $39.67万 | 新建仓 |
| PCAR | PACCAR INC COM | $39.81万 | 0.10% | 3,314 | -146 | -4.2% | -$1.75万 | 减仓 |
| PSX | PHILLIPS 66 COM | $41.93万 | 0.11% | 2,481 | -234 | -8.6% | -$3.95万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $42.09万 | 0.11% | 4,570 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $42.16万 | 0.11% | 2,697 | -87 | -3.1% | -$1.36万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $42.21万 | 0.11% | 4,060 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON COM | $43.09万 | 0.11% | 1,697 | -2 | -0.1% | -$508 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $44.26万 | 0.11% | 1,298 | 30 | 2.4% | $1.02万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $45.14万 | 0.11% | 3,299 | 4 | 0.1% | $547 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $45.46万 | 0.11% | 3,305 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S ADR | $45.69万 | 0.11% | 9,530 | -1,092 | -10.3% | -$5.24万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $46.48万 | 0.12% | 5,072 | -1,225 | -19.5% | -$11.23万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $47.90万 | 0.12% | 1,206 | -8 | -0.7% | -$3,178 | 减仓 |
| WFC | WELLS FARGO & CO COM | $48.19万 | 0.12% | 5,831 | 33 | 0.6% | $2,727 | 加仓 |
| AZO | AUTOZONE INC COM | $48.26万 | 0.12% | 151 | -2 | -1.3% | -$6,392 | 减仓 |
| NOW | SERVICENOW INC COM | $49.05万 | 0.12% | 4,941 | 1,001 | 25.4% | $9.94万 | 加仓 |
| ULTA | ULTA BEAUTY INC COM | $49.52万 | 0.12% | 1,098 | 50 | 4.8% | $2.25万 | 加仓 |
| NFLX | NETFLIX INC. COM | $49.59万 | 0.12% | 6,945 | 319 | 4.8% | $2.28万 | 加仓 |
| FDS | FACTSET RESH SYS INC COM | $50.00万 | 0.13% | 2,173 | -657 | -23.2% | -$15.12万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $51.45万 | 0.13% | 4,506 | -95 | -2.1% | -$1.08万 | 减仓 |
| EQIX | EQUINIX INC COM | $52.07万 | 0.13% | 500 | -13 | -2.5% | -$1.35万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $53.02万 | 0.13% | 5,100 | -22 | -0.4% | -$2,287 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $54.26万 | 0.14% | 15,958 | 400 | 2.6% | $1.36万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $55.06万 | 0.14% | 4,719 | 536 | 12.8% | $6.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $55.33万 | 0.14% | 1,331 | -16 | -1.2% | -$6,652 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $55.78万 | 0.14% | 4,688 | 117 | 2.6% | $1.39万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $63.31万 | 0.16% | 8,692 | -3,926 | -31.1% | -$28.59万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $66.04万 | 0.17% | 917 | -70 | -7.1% | -$5.04万 | 减仓 |
| CB | CHUBB LIMITED COM | $66.39万 | 0.17% | 1,948 | -84 | -4.1% | -$2.86万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $66.51万 | 0.17% | 1,014 | 55 | 5.7% | $3.61万 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $67.93万 | 0.17% | 9,752 | 1,668 | 20.6% | $11.62万 | 加仓 |
| CG | CARLYLE GROUP INC COM | $67.95万 | 0.17% | 16,137 | 3,698 | 29.7% | $15.57万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $68.00万 | 0.17% | 5,992 | -775 | -11.5% | -$8.79万 | 减仓 |
| INTU | INTUIT COM | $68.23万 | 0.17% | 2,614 | -154 | -5.6% | -$4.02万 | 减仓 |
| ABBV | ABBVIE INC COM | $71.30万 | 0.18% | 2,833 | 19 | 0.7% | $4,782 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $71.31万 | 0.18% | 4,302 | -98 | -2.2% | -$1.62万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $73.25万 | 0.18% | 3,353 | -280 | -7.7% | -$6.12万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $75.62万 | 0.19% | 2,041 | -24 | -1.2% | -$8,893 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $77.23万 | 0.19% | 3,449 | -47 | -1.3% | -$1.05万 | 减仓 |
| OKLO | OKLO INC COM CL A | $79.11万 | 0.20% | 15,117 | 1,345 | 9.8% | $7.04万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $80.42万 | 0.20% | 6,532 | 1,821 | 38.7% | $22.42万 | 加仓 |
| NUE | NUCOR CORP COM | $81.95万 | 0.21% | 3,679 | 6 | 0.2% | $1,336 | 加仓 |
| SNA | SNAP ON INC COM | $82.14万 | 0.21% | 2,041 | -22 | -1.1% | -$8,854 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $84.13万 | 0.21% | 2,549 | -2 | -0.1% | -$660 | 减仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $86.03万 | 0.22% | 22,137 | 94 | 0.4% | $3,653 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $86.77万 | 0.22% | 1,159 | 24 | 2.1% | $1.80万 | 加仓 |
| CRM | SALESFORCE INC COM | $89.28万 | 0.22% | 5,699 | 510 | 9.8% | $7.99万 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $91.13万 | 0.23% | 21,123 | 141 | 0.7% | $6,083 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $91.14万 | 0.23% | 1,327 | 434 | 48.6% | $29.81万 | 加仓 |