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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION COM | $3,240.45万 | 8.14% | 161,950 | 684 | 0.4% | $13.69万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2,096.69万 | 5.27% | 48,385 | -2,751 | -5.4% | -$119.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $1,265.81万 | 3.18% | 21,790 | -105 | -0.5% | -$6.10万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $1,257.87万 | 3.16% | 6,323 | 106 | 1.7% | $21.09万 | 加仓 |
| AAPL | APPLE INC COM | $1,185.56万 | 2.98% | 40,972 | -1,072 | -2.5% | -$31.02万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,065.28万 | 2.68% | 29,809 | -418 | -1.4% | -$14.94万 | 减仓 |
| AMZN | AMAZON COM INC COM | $957.77万 | 2.41% | 40,185 | -44 | -0.1% | -$1.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $861.88万 | 2.16% | 17,224 | 603 | 3.6% | $30.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $825.43万 | 2.07% | 8,824 | -29 | -0.3% | -$2.71万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $818.08万 | 2.05% | 7,087 | -29 | -0.4% | -$3.35万 | 减仓 |
| MSFT | MICROSOFT CORP COM | $786.46万 | 1.98% | 21,084 | 1,836 | 9.5% | $68.49万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $763.49万 | 1.92% | 21,609 | 107 | 0.5% | $3.78万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $657.75万 | 1.65% | 9,098 | -193 | -2.1% | -$13.95万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $527.11万 | 1.32% | 17,684 | 42 | 0.2% | $1.25万 | 加仓 |
| GNRC | GENERAC HLDGS INC COM | $523.78万 | 1.32% | 17,888 | -358 | -2.0% | -$10.48万 | 减仓 |
| FAST | FASTENAL CO COM | $521.79万 | 1.31% | 108,638 | -416 | -0.4% | -$2.00万 | 减仓 |
| QCOM | QUALCOMM INC COM | $516.49万 | 1.30% | 27,950 | -1,747 | -5.9% | -$32.28万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $495.79万 | 1.25% | 15,146 | 579 | 4.0% | $18.95万 | 加仓 |
| KLAC | KLA CORP COM NEW | $494.75万 | 1.24% | 16,398 | -1,432 | -8.0% | -$43.21万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $492.22万 | 1.24% | 18,899 | -361 | -1.9% | -$9.40万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $484.51万 | 1.22% | 21,115 | -185 | -0.9% | -$4.25万 | 减仓 |
| AVGO | BROADCOM INC COM | $457.38万 | 1.15% | 12,108 | -553 | -4.4% | -$20.89万 | 减仓 |
| HD | HOME DEPOT INC COM | $453.36万 | 1.14% | 12,855 | 769 | 6.4% | $27.12万 | 加仓 |
| GLW | CORNING INC COM | $429.85万 | 1.08% | 16,829 | -321 | -1.9% | -$8.20万 | 减仓 |
| NTRS | NORTHERN TR CORP COM | $427.27万 | 1.07% | 24,578 | 85 | 0.3% | $1.48万 | 加仓 |
| CSCO | CISCO SYS INC COM | $415.51万 | 1.04% | 35,375 | -971 | -2.7% | -$11.41万 | 减仓 |
| CMI | CUMMINS INC COM | $406.01万 | 1.02% | 5,693 | -51 | -0.9% | -$3.64万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $395.77万 | 0.99% | 12,433 | 304 | 2.5% | $9.68万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $384.68万 | 0.97% | 2,783 | 14 | 0.5% | $1.94万 | 加仓 |
| RTX | RTX CORPORATION COM | $374.36万 | 0.94% | 19,731 | -689 | -3.4% | -$13.07万 | 减仓 |
| XEL | XCEL ENERGY INC COM | $371.87万 | 0.93% | 46,310 | 168 | 0.4% | $1.35万 | 加仓 |
| TGT | TARGET CORP COM | $360.63万 | 0.91% | 27,611 | 1,547 | 5.9% | $20.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $356.35万 | 0.89% | 7,462 | 1,019 | 15.8% | $48.66万 | 加仓 |
| WSM | WILLIAMS SONOMA INC COM | $355.76万 | 0.89% | 15,262 | 422 | 2.8% | $9.84万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $348.85万 | 0.88% | 23,789 | -428 | -1.8% | -$6.28万 | 减仓 |
| TJX | TJX COS INC NEW COM | $344.33万 | 0.86% | 22,728 | -4,339 | -16.0% | -$65.74万 | 减仓 |
| CAT | CATERPILLAR INC COM | $338.88万 | 0.85% | 3,182 | -25 | -0.8% | -$2.66万 | 减仓 |
| DLR | DIGITAL RLTY TR INC COM | $337.57万 | 0.85% | 18,798 | 419 | 2.3% | $7.52万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $335.45万 | 0.84% | 26,501 | -53 | -0.2% | -$6,709 | 减仓 |
| URI | UNITED RENTALS INC COM | $322.58万 | 0.81% | 2,847 | 278 | 10.8% | $31.50万 | 加仓 |
| CME | CME GROUP INC COM | $317.26万 | 0.80% | 14,367 | 615 | 4.5% | $13.58万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $315.18万 | 0.79% | 12,690 | 947 | 8.1% | $23.52万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $295.72万 | 0.74% | 6,630 | 249 | 3.9% | $11.11万 | 加仓 |
| V | VISA INC COM CL A | $290.81万 | 0.73% | 8,476 | 19 | 0.2% | $6,519 | 加仓 |
| BX | BLACKSTONE INC COM | $281.51万 | 0.71% | 23,924 | 2,082 | 9.5% | $24.50万 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $270.83万 | 0.68% | 19,809 | 19,809 | — | $270.83万 | 新建仓 |
| NEE | NEXTERA ENERGY INC COM | $268.20万 | 0.67% | 30,557 | -186 | -0.6% | -$1.63万 | 减仓 |
| BKAG | BNY MELLON CORE BOND ETF | $261.99万 | 0.66% | 62,452 | 29,627 | 90.3% | $124.29万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $257.15万 | 0.65% | 2,665 | -23 | -0.9% | -$2.22万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $255.37万 | 0.64% | 5,013 | 328 | 7.0% | $16.71万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $252.61万 | 0.63% | 3,430 | 905 | 35.8% | $66.65万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $233.96万 | 0.59% | 5,883 | 90 | 1.6% | $3.58万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $222.21万 | 0.56% | 3,564 | -86 | -2.4% | -$5.36万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $218.44万 | 0.55% | 6,344 | 337 | 5.6% | $11.60万 | 加仓 |
| LLY | ELI LILLY & CO COM | $217.22万 | 0.55% | 1,811 | -53 | -2.8% | -$6.36万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $213.65万 | 0.54% | 13,062 | 485 | 3.9% | $7.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $193.01万 | 0.48% | 21,270 | -3,112 | -12.8% | -$28.24万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $173.38万 | 0.44% | 10,206 | 3,085 | 43.3% | $52.41万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $168.25万 | 0.42% | 13,521 | 1,237 | 10.1% | $15.39万 | 加仓 |
| BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | $164.52万 | 0.41% | 11,474 | -1,503 | -11.6% | -$21.55万 | 减仓 |
| LEN | LENNAR CORP CL A | $163.02万 | 0.41% | 18,015 | 1,506 | 9.1% | $13.63万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $162.78万 | 0.41% | 39,396 | 24 | 0.1% | $992 | 加仓 |
| WELL | WELLTOWER INC COM | $159.62万 | 0.40% | 7,033 | -23 | -0.3% | -$5,220 | 减仓 |
| UNP | UNION PAC CORP COM | $158.46万 | 0.40% | 5,826 | 395 | 7.3% | $10.74万 | 加仓 |
| ADBE | ADOBE INC COM | $153.77万 | 0.39% | 7,500 | -606 | -7.5% | -$12.42万 | 减仓 |
| KO | COCA COLA CO COM | $153.25万 | 0.38% | 18,857 | -248 | -1.3% | -$2.02万 | 减仓 |
| SO | SOUTHERN CO COM | $150.43万 | 0.38% | 15,717 | -194 | -1.2% | -$1.86万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $149.76万 | 0.38% | 13,931 | 898 | 6.9% | $9.65万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $148.08万 | 0.37% | 6,215 | -170 | -2.7% | -$4.05万 | 减仓 |
| ARCC | ARES CAPITAL CORP COM | $147.68万 | 0.37% | 79,696 | -1,627 | -2.0% | -$3.01万 | 减仓 |
| GGG | GRACO INC COM | $146.04万 | 0.37% | 19,315 | 141 | 0.7% | $1.07万 | 加仓 |
| USB | US BANCORP COM NEW | $143.99万 | 0.36% | 23,839 | 29 | 0.1% | $1,752 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $140.16万 | 0.35% | 147,845 | -2,884 | -1.9% | -$2.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $134.85万 | 0.34% | 1,333 | 3 | 0.2% | $3,035 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $134.24万 | 0.34% | 6,023 | -51 | -0.8% | -$1.14万 | 减仓 |
| ORCL | ORACLE CORP COM | $132.62万 | 0.33% | 9,049 | 2,413 | 36.4% | $35.36万 | 加仓 |
| AFIX | ALLSPRING BROAD MARKET CORE BOND ETF | $124.83万 | 0.31% | 50,346 | 216 | 0.4% | $5,356 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $118.29万 | 0.30% | 8,180 | 302 | 3.8% | $4.37万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $113.81万 | 0.29% | 3,032 | -5 | -0.2% | -$1,877 | 减仓 |
| DE | DEERE & CO COM | $107.49万 | 0.27% | 1,695 | 199 | 13.3% | $12.62万 | 加仓 |
| TSLA | TESLA INC COM | $107.18万 | 0.27% | 2,548 | 78 | 3.2% | $3.28万 | 加仓 |
| FTNT | FORTINET INC COM | $106.34万 | 0.27% | 6,922 | 130 | 1.9% | $2.00万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $106.31万 | 0.27% | 2,070 | 32 | 1.6% | $1.64万 | 加仓 |
| MCD | MCDONALDS CORP COM | $103.68万 | 0.26% | 3,836 | -40 | -1.0% | -$1.08万 | 减仓 |
| PEP | PEPSICO INC COM | $101.64万 | 0.26% | 7,507 | -252 | -3.2% | -$3.41万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $101.50万 | 0.25% | 34,605 | -370 | -1.1% | -$1.09万 | 减仓 |
| SONY | SONY GROUP CORP SPONSORED ADR | $97.88万 | 0.25% | 48,794 | 3,079 | 6.7% | $6.18万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $94.71万 | 0.24% | 1,913 | -72 | -3.6% | -$3.56万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $91.14万 | 0.23% | 1,327 | 434 | 48.6% | $29.81万 | 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 |
| CRM | SALESFORCE INC COM | $89.28万 | 0.22% | 5,699 | 510 | 9.8% | $7.99万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $86.77万 | 0.22% | 1,159 | 24 | 2.1% | $1.80万 | 加仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $86.03万 | 0.22% | 22,137 | 94 | 0.4% | $3,653 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $84.13万 | 0.21% | 2,549 | -2 | -0.1% | -$660 | 减仓 |
| SNA | SNAP ON INC COM | $82.14万 | 0.21% | 2,041 | -22 | -1.1% | -$8,854 | 减仓 |
| NUE | NUCOR CORP COM | $81.95万 | 0.21% | 3,679 | 6 | 0.2% | $1,336 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $80.42万 | 0.20% | 6,532 | 1,821 | 38.7% | $22.42万 | 加仓 |
| OKLO | OKLO INC COM CL A | $79.11万 | 0.20% | 15,117 | 1,345 | 9.8% | $7.04万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $77.23万 | 0.19% | 3,449 | -47 | -1.3% | -$1.05万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $75.62万 | 0.19% | 2,041 | -24 | -1.2% | -$8,893 | 减仓 |