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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | $2,812.47万 | 8.59% | 161,266 | 2,844 | 1.8% | $49.60万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1,092.57万 | 3.34% | 51,136 | -397 | -0.8% | -$8.48万 | 减仓 |
| AAPL | APPLE INC COM | $1,067.03万 | 3.26% | 42,044 | -370 | -0.9% | -$9.39万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $882.16万 | 2.70% | 8,853 | 109 | 1.2% | $10.86万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $869.19万 | 2.66% | 30,227 | 28 | 0.1% | $8,052 | 加仓 |
| AMZN | AMAZON COM INC COM | $837.85万 | 2.56% | 40,229 | 489 | 1.2% | $10.18万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $821.12万 | 2.51% | 6,217 | 88 | 1.4% | $11.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $796.49万 | 2.43% | 16,621 | 239 | 1.5% | $11.45万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $712.52万 | 2.18% | 19,248 | 1,088 | 6.0% | $40.28万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $616.80万 | 1.88% | 21,502 | 739 | 3.6% | $21.20万 | 加仓 |
| FAST | FASTENAL CO COM | $506.01万 | 1.55% | 109,054 | 1,136 | 1.1% | $5.27万 | 加仓 |
| VLO | VALERO ENERGY CORP COM | $475.89万 | 1.45% | 19,260 | 47 | 0.2% | $1.16万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $445.41万 | 1.36% | 21,895 | -166 | -0.8% | -$3.38万 | 减仓 |
| TJX | TJX COS INC NEW COM | $432.26万 | 1.32% | 27,067 | -188 | -0.7% | -$3.00万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $428.49万 | 1.31% | 14,567 | 658 | 4.7% | $19.36万 | 加仓 |
| CME | CME GROUP INC COM | $406.17万 | 1.24% | 13,752 | -244 | -1.7% | -$7.21万 | 减仓 |
| HD | HOME DEPOT INC COM | $397.49万 | 1.21% | 12,086 | 629 | 5.5% | $20.69万 | 加仓 |
| RTX | RTX CORPORATION COM | $393.91万 | 1.20% | 20,420 | -428 | -2.1% | -$8.26万 | 减仓 |
| AVGO | BROADCOM INC COM | $391.86万 | 1.20% | 12,661 | -24 | -0.2% | -$7,428 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $383.39万 | 1.17% | 21,300 | -1,139 | -5.1% | -$20.50万 | 减仓 |
| QCOM | QUALCOMM INC COM | $382.44万 | 1.17% | 29,697 | -1,261 | -4.1% | -$16.24万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $366.55万 | 1.12% | 46,142 | -507 | -1.1% | -$4.03万 | 减仓 |
| GNRC | GENERAC HLDGS INC COM | $356.40万 | 1.09% | 18,246 | 35 | 0.2% | $6,837 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $349.80万 | 1.07% | 24,217 | -552 | -2.2% | -$7.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $347.70万 | 1.06% | 26,554 | 1,121 | 4.4% | $14.68万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $342.49万 | 1.05% | 17,642 | -153 | -0.9% | -$2.97万 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $341.85万 | 1.04% | 24,493 | 793 | 3.3% | $11.07万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $331.21万 | 1.01% | 18,379 | 1,076 | 6.2% | $19.39万 | 加仓 |
| — | EXXON MOBIL CORP COM | $330.86万 | 1.01% | 19,501 | 414 | 2.2% | $7.02万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $328.54万 | 1.00% | 12,129 | 347 | 2.9% | $9.40万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $327.93万 | 1.00% | 11,743 | 951 | 8.8% | $26.56万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $317.57万 | 0.97% | 9,291 | -1,123 | -10.8% | -$38.38万 | 减仓 |
| TGT | TARGET CORP COM | $315.90万 | 0.97% | 26,064 | 522 | 2.0% | $6.33万 | 加仓 |
| CMI | CUMMINS INC COM | $309.02万 | 0.94% | 5,744 | 61 | 1.1% | $3.28万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $302.78万 | 0.93% | 2,769 | -8 | -0.3% | -$8,748 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $285.54万 | 0.87% | 30,743 | -416 | -1.3% | -$3.86万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $283.13万 | 0.87% | 4,685 | 142 | 3.1% | $8.58万 | 加仓 |
| CSCO | CISCO SYS INC COM | $282.01万 | 0.86% | 36,346 | -1,615 | -4.3% | -$12.53万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $281.98万 | 0.86% | 3,650 | -361 | -9.0% | -$27.89万 | 减仓 |
| WSM | WILLIAMS SONOMA INC COM | $270.57万 | 0.83% | 14,840 | -113 | -0.8% | -$2.06万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $267.05万 | 0.82% | 5,793 | 124 | 2.2% | $5.72万 | 加仓 |
| KLAC | KLA CORP COM NEW | $262.52万 | 0.80% | 1,783 | 17 | 1.0% | $2.50万 | 加仓 |
| V | VISA INC COM CL A | $255.62万 | 0.78% | 8,457 | -49 | -0.6% | -$1.48万 | 减仓 |
| SNPS | SYNOPSYS INC COM | $252.97万 | 0.77% | 6,381 | 171 | 2.8% | $6.78万 | 加仓 |
| BX | BLACKSTONE INC COM | $251.16万 | 0.77% | 21,842 | 3,243 | 17.4% | $37.29万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $250.33万 | 0.76% | 24,382 | -2,990 | -10.9% | -$30.70万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $243.58万 | 0.74% | 12,284 | 901 | 7.9% | $17.87万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $240.40万 | 0.73% | 7,116 | 6 | 0.1% | $2,027 | 加仓 |
| GLW | CORNING INC COM | $233.19万 | 0.71% | 17,150 | -361 | -2.1% | -$4.91万 | 减仓 |
| CAT | CATERPILLAR INC COM | $227.21万 | 0.69% | 3,207 | 32 | 1.0% | $2.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $217.73万 | 0.67% | 6,443 | 2,088 | 47.9% | $70.56万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $217.05万 | 0.66% | 12,577 | 76 | 0.6% | $1.31万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $198.12万 | 0.61% | 39,372 | -230 | -0.6% | -$1.16万 | 减仓 |
| ADBE | ADOBE INC COM | $197.04万 | 0.60% | 8,106 | -133 | -1.6% | -$3.23万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $192.54万 | 0.59% | 6,007 | -812 | -11.9% | -$26.03万 | 减仓 |
| URI | UNITED RENTALS INC COM | $187.19万 | 0.57% | 2,569 | 782 | 43.8% | $56.98万 | 加仓 |
| LLY | ELI LILLY & CO COM | $171.49万 | 0.52% | 1,864 | -91 | -4.7% | -$8.37万 | 减仓 |
| GGG | GRACO INC COM | $162.31万 | 0.50% | 19,174 | -1,146 | -5.6% | -$9.70万 | 减仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $161.97万 | 0.49% | 12,977 | -4,575 | -26.1% | -$57.10万 | 减仓 |
| SO | SOUTHERN CO COM | $153.57万 | 0.47% | 15,911 | 244 | 1.6% | $2.36万 | 加仓 |
| ARCC | ARES CAPITAL CORP COM | $146.54万 | 0.45% | 81,323 | -1,081 | -1.3% | -$1.95万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $145.73万 | 0.45% | 2,525 | -97 | -3.7% | -$5.60万 | 减仓 |
| KO | COCA COLA CO COM | $145.29万 | 0.44% | 19,105 | -108 | -0.6% | -$8,213 | 减仓 |
| LEN | LENNAR CORP CL A | $143.36万 | 0.44% | 16,509 | 241 | 1.5% | $2.09万 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $139.57万 | 0.43% | 6,074 | -136 | -2.2% | -$3.13万 | 减仓 |
| WELL | WELLTOWER INC COM | $139.50万 | 0.43% | 7,056 | -184 | -2.5% | -$3.64万 | 减仓 |
| BKAG | BNY MELLON CORE BOND ETF | $138.52万 | 0.42% | 32,825 | 1,909 | 6.2% | $8.06万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $135.51万 | 0.41% | 6,385 | -134 | -2.1% | -$2.84万 | 减仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $133.85万 | 0.41% | 150,729 | -2,242 | -1.5% | -$1.99万 | 减仓 |
| UNP | UNION PAC CORP COM | $131.76万 | 0.40% | 5,431 | 922 | 20.4% | $22.37万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $128.22万 | 0.39% | 13,033 | 2,784 | 27.2% | $27.39万 | 加仓 |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $124.87万 | 0.38% | 50,130 | 12,338 | 32.6% | $30.73万 | 加仓 |
| USB | US BANCORP COM NEW | $123.84万 | 0.38% | 23,810 | -1,435 | -5.7% | -$7.46万 | 减仓 |
| PEP | PEPSICO INC COM | $120.49万 | 0.37% | 7,759 | -511 | -6.2% | -$7.94万 | 减仓 |
| MCD | MCDONALDS CORP COM | $120.45万 | 0.37% | 3,876 | -195 | -4.8% | -$6.06万 | 减仓 |
| INTU | INTUIT COM | $119.70万 | 0.37% | 2,768 | -233 | -7.8% | -$10.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $112.51万 | 0.34% | 1,330 | 86 | 6.9% | $7.28万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC COM | $111.65万 | 0.34% | 6,767 | -208 | -3.0% | -$3.43万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $105.29万 | 0.32% | 2,688 | 90 | 3.5% | $3.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $101.82万 | 0.31% | 2,038 | 15 | 0.7% | $7,494 | 加仓 |
| ORCL | ORACLE CORP COM | $97.62万 | 0.30% | 6,636 | 3,590 | 117.9% | $52.81万 | 加仓 |
| CRM | SALESFORCE INC COM | $96.87万 | 0.30% | 5,189 | 1,496 | 40.5% | $27.93万 | 加仓 |
| OMC | OMNICOM GROUP INC COM | $95.03万 | 0.29% | 12,618 | -3,509 | -21.8% | -$26.43万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $94.63万 | 0.29% | 45,715 | -982 | -2.1% | -$2.03万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $93.45万 | 0.29% | 7,878 | 2,346 | 42.4% | $27.83万 | 加仓 |
| TSLA | TESLA INC COM | $91.83万 | 0.28% | 2,470 | 200 | 8.8% | $7.44万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $91.05万 | 0.28% | 4,400 | 119 | 2.8% | $2.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $87.43万 | 0.27% | 7,121 | 1,925 | 37.0% | $23.64万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $84.40万 | 0.26% | 3,037 | 127 | 4.4% | $3.53万 | 加仓 |
| DE | DEERE & CO COM | $84.25万 | 0.26% | 1,496 | -28 | -1.8% | -$1.58万 | 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 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $79.64万 | 0.24% | 34,975 | -3,860 | -9.9% | -$8.79万 | 减仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $77.57万 | 0.24% | 22,043 | 120 | 0.5% | $4,223 | 加仓 |
| SNA | SNAP ON INC COM | $74.93万 | 0.23% | 2,063 | -123 | -5.6% | -$4.47万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $74.41万 | 0.23% | 2,551 | 14 | 0.6% | $4,084 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $74.13万 | 0.23% | 1,135 | 103 | 10.0% | $6.73万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $74.10万 | 0.23% | 4,711 | 367 | 8.4% | $5.77万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $72.01万 | 0.22% | 3,633 | -1,086 | -23.0% | -$21.53万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $71.24万 | 0.22% | 1,985 | -92 | -4.4% | -$3.30万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $71.03万 | 0.22% | 3,496 | -126 | -3.5% | -$2.56万 | 减仓 |