Stegner Investment Associates Inc.
LOUISVILLE KY · SEC CIK 0001907433
$1.83亿2026Q1 申报市值
29持仓数
93.5%前十大占比 · 第一大 38.1%
2 / 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
RSP 重新持有+$258.00万
MSFT 加仓+$84.06万
VONE 加仓+$75.02万
IWP 加仓+$49.97万
COST 新建仓+$31.25万
2026Q1 卖出最多 按季末市值估算
IWR 减仓-$219.57万
IVW 减仓-$58.86万
SDY 清仓-$22.57万
VUG 清仓-$20.59万
IWB 减仓-$7.35万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,622 | -100.0% | -$22.57万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -422 | -100.0% | -$20.59万 | 清仓 |
| HD | HOME DEPOT INC | $20.92万 | 0.11% | 636 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.14万 | 0.12% | 462 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $24.94万 | 0.14% | 3,280 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.62万 | 0.15% | 1,628 | 1,628 | — | $27.62万 | 新建仓 |
| MCD | MCDONALDS CORP | $31.17万 | 0.17% | 1,003 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $31.25万 | 0.17% | 314 | 314 | — | $31.25万 | 新建仓 |
| CWI | SPDR INDEX SHS FDS | $34.19万 | 0.19% | 9,343 | -53 | -0.6% | -$1,939 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $36.92万 | 0.20% | 5,013 | 230 | 4.8% | $1.69万 | 加仓 |
| OEF | ISHARES TR | $36.93万 | 0.20% | 1,161 | -42 | -3.5% | -$1.34万 | 减仓 |
| IWM | ISHARES TR | $49.04万 | 0.27% | 1,977 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $71.12万 | 0.39% | 2,802 | 666 | 31.2% | $16.90万 | 加仓 |
| IWS | ISHARES TR | $73.25万 | 0.40% | 5,026 | 920 | 22.4% | $13.41万 | 加仓 |
| IWN | ISHARES TR | $74.30万 | 0.41% | 3,919 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $75.39万 | 0.41% | 2,350 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $80.24万 | 0.44% | 1,234 | 1 | 0.1% | $650 | 加仓 |
| IWF | ISHARES TR | $82.95万 | 0.45% | 1,945 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $116.37万 | 0.64% | 3,144 | 2,271 | 260.1% | $84.06万 | 加仓 |
| IWP | ISHARES TR | $131.14万 | 0.72% | 10,236 | 3,900 | 61.6% | $49.97万 | 加仓 |
| EFV | ISHARES TR | $165.67万 | 0.91% | 22,283 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $338.37万 | 1.85% | 17,631 | 13,443 | 321.0% | $258.00万 | 重新持有 |
| IVE | ISHARES TR | $343.28万 | 1.88% | 16,258 | -46 | -0.3% | -$9,713 | 减仓 |
| IVV | ISHARES TR | $481.87万 | 2.64% | 7,377 | 45 | 0.6% | $2.94万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $500.63万 | 2.74% | 45,641 | 7 | 0.0% | $768 | 加仓 |
| IWB | ISHARES TR | $732.15万 | 4.01% | 20,534 | -206 | -1.0% | -$7.35万 | 减仓 |
| IWD | ISHARES TR | $820.30万 | 4.49% | 38,391 | 2 | 0.0% | $427 | 加仓 |
| VOO | VANGUARD INDEX FDS | $833.79万 | 4.57% | 13,954 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $1,986.75万 | 10.88% | 67,320 | 2,542 | 3.9% | $75.02万 | 加仓 |
| IWR | ISHARES TR | $4,087.34万 | 22.39% | 420,379 | -22,583 | -5.1% | -$219.57万 | 减仓 |
| IVW | ISHARES TR | $6,948.23万 | 38.06% | 614,290 | -5,204 | -0.8% | -$58.86万 | 减仓 |