Stegner Investment Associates Inc.
LOUISVILLE KY · SEC CIK 0001907433
$2.10亿2026Q2 申报市值
31持仓数
93.5%前十大占比 · 第一大 39.8%
1 / 0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
MRVL 新建仓+$30.36万
IWS 加仓+$19.01万
AAPL 加仓+$15.05万
IVV 加仓+$13.93万
BND 加仓+$13.62万
2026Q2 卖出最多 按季末市值估算
IWR 减仓-$142.31万
IWB 减仓-$94.51万
IVW 减仓-$76.45万
IWM 减仓-$20.56万
MSFT 减仓-$8.91万
2026Q2 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 | $21.99万 | 0.10% | 650 | 0 | 0.0% | — | 重新持有 |
| — | EXXON MOBIL CORP | $22.26万 | 0.11% | 1,628 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $22.43万 | 0.11% | 636 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.62万 | 0.12% | 512 | 50 | 10.8% | $2.50万 | 加仓 |
| KO | COCA COLA CO | $26.66万 | 0.13% | 3,280 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $27.11万 | 0.13% | 1,003 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $29.34万 | 0.14% | 314 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $30.36万 | 0.14% | 1,019 | 1,019 | — | $30.36万 | 新建仓 |
| IWM | ISHARES TR | $38.86万 | 0.18% | 1,293 | -684 | -34.6% | -$20.56万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $41.39万 | 0.20% | 10,178 | 835 | 8.9% | $3.40万 | 加仓 |
| OEF | ISHARES TR | $42.48万 | 0.20% | 1,161 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $50.43万 | 0.24% | 6,869 | 1,856 | 37.0% | $13.62万 | 加仓 |
| IWN | ISHARES TR | $86.38万 | 0.41% | 3,905 | -14 | -0.4% | -$3,097 | 减仓 |
| VTI | VANGUARD INDEX FDS | $86.96万 | 0.41% | 2,350 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $92.21万 | 0.44% | 1,235 | 1 | 0.1% | $747 | 加仓 |
| AAPL | APPLE INC | $96.12万 | 0.46% | 3,322 | 520 | 18.6% | $15.05万 | 加仓 |
| IWF | ISHARES TR | $96.61万 | 0.46% | 7,780 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $101.74万 | 0.48% | 6,181 | 1,155 | 23.0% | $19.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $108.35万 | 0.52% | 2,905 | -239 | -7.6% | -$8.91万 | 减仓 |
| IWP | ISHARES TR | $144.75万 | 0.69% | 9,887 | -349 | -3.4% | -$5.11万 | 减仓 |
| EFV | ISHARES TR | $170.58万 | 0.81% | 22,283 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $365.24万 | 1.74% | 16,086 | -172 | -1.1% | -$3.91万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $375.13万 | 1.78% | 17,631 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $566.39万 | 2.69% | 7,563 | 186 | 2.5% | $13.93万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $583.42万 | 2.77% | 45,647 | 6 | 0.0% | $767 | 加仓 |
| IWB | ISHARES TR | $746.36万 | 3.55% | 18,226 | -2,308 | -11.2% | -$94.51万 | 减仓 |
| IWD | ISHARES TR | $930.76万 | 4.43% | 38,393 | 2 | 0.0% | $485 | 加仓 |
| VOO | VANGUARD INDEX FDS | $955.25万 | 4.54% | 13,909 | -45 | -0.3% | -$3.09万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $2,280.37万 | 10.84% | 67,323 | 3 | 0.0% | $1,016 | 加仓 |
| IWR | ISHARES TR | $4,495.31万 | 21.37% | 407,479 | -12,900 | -3.1% | -$142.31万 | 减仓 |
| IVW | ISHARES TR | $8,371.88万 | 39.80% | 608,731 | -5,559 | -0.9% | -$76.45万 | 减仓 |