13F 机构持仓

SUTTON PLACE INVESTORS LLC

ARMONK NY · SEC CIK 0001930301

2026Q22026Q1 更早 9 个季度 🔒
$1.83亿2026Q1 申报市值
136持仓数
40.6%前十大占比 · 第一大 6.7%
10 / 1新建仓 / 清仓
申报市值走势$2.07亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DFUS 6.7%
DIMENSIONAL ET 5.0%
DFAI 4.9%
SPYM 4.6%
DFCF 4.0%
BRK/A 3.9%
ITOT 3.3%
DFAE 2.9%
AAPL 2.9%
VUG 2.3%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$158.20万
ACWX 新建仓+$141.21万
SPYM 加仓+$109.05万
GOVT 新建仓+$81.10万
BLCR 新建仓+$76.13万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$180.62万
IEMG 减仓-$126.34万
EFV 减仓-$57.09万
DFCF 减仓-$51.72万
GLDM 减仓-$30.57万

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
JTEK J P MORGAN EXCHANGE TRADED F $00.00%0 —— — 申报中断
CVS CVS HEALTH CORP $00.00%0 —— — 申报中断
QCOM QUALCOMM INC $00.00%0 —— — 申报中断
TRV TRAVELERS COMPANIES INC $00.00%0 —— — 申报中断
EMB ISHARES TR $00.00%0 -2,091-100.0% -$20.13万 清仓
BBSC J P MORGAN EXCHANGE TRADED F $20.00万0.11%2,665 2,665— $20.00万 新建仓
INTC INTEL CORP $20.17万0.11%4,571 4,571— $20.17万 新建仓
MCD MCDONALDS CORP $20.29万0.11%653 653— $20.29万 新建仓
DBEF DBX ETF TR $20.75万0.11%4,200 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $20.83万0.11%3,818 -33,110-89.7% -$180.62万 减仓
KLAC KLA CORP $21.35万0.12%145 145— $21.35万 新建仓
IEV ISHARES TR $21.50万0.12%3,165 00.0% — 不变
PG PROCTER & GAMBLE CO $22.39万0.12%1,550 1278.9% $1.83万 重新持有
RTX RTX CORPORATION $22.41万0.12%1,162 343.0% $6,559 加仓
DIS DISNEY WALT CO $22.57万0.12%2,342 602.6% $5,783 加仓
GS GOLDMAN SACHS GROUP INC $22.59万0.12%267 62.3% $5,076 加仓
C CITIGROUP INC $22.64万0.12%1,996 90.5% $1,021 加仓
KO COCA COLA CO $22.75万0.12%2,992 883.0% $6,692 加仓
ORCL ORACLE CORP $23.17万0.13%1,575 17012.1% $2.50万 加仓
VZ VERIZON COMMUNICATIONS INC $23.69万0.13%4,718 4,718— $23.69万 新建仓
IEMG ISHARES INC $23.97万0.13%3,436 -18,113-84.1% -$126.34万 减仓
— DIMENSIONAL ETF TRUST $23.99万0.13%6,846 220.3% $771 加仓
ARTY ISHARES TR $24.89万0.14%5,350 5,350— $24.89万 新建仓
T AT&T INC $25.00万0.14%8,622 4325.3% $1.25万 加仓
SUB ISHARES TR $25.07万0.14%2,354 00.0% — 不变
PFE PFIZER INC $25.40万0.14%9,045 -910-9.1% -$2.56万 减仓
WFC WELLS FARGO & CO $25.78万0.14%3,238 210.7% $1,672 加仓
DFSU DIMENSIONAL ETF TRUST $25.85万0.14%6,291 430.7% $1,767 加仓
ABBV ABBVIE INC $26.14万0.14%1,202 -7-0.6% -$1,522 减仓
HD HOME DEPOT INC $26.87万0.15%817 141.7% $4,604 加仓
LRCX LAM RESEARCH CORP $27.63万0.15%1,293 483.9% $1.03万 加仓
F FORD MTR CO $27.68万0.15%23,988 520.2% $600 加仓
IVLU ISHARES TR $27.99万0.15%7,055 00.0% — 不变
VBK VANGUARD INDEX FDS $28.67万0.16%949 10.1% $302 加仓
VTI VANGUARD INDEX FDS $29.16万0.16%909 00.0% — 不变
AMAT APPLIED MATLS INC $29.29万0.16%857 273.3% $9,228 加仓
AMD ADVANCED MICRO DEVICES INC $29.74万0.16%1,462 -64-4.2% -$1.30万 减仓
VTWG VANGUARD SCOTTSDALE FDS $29.77万0.16%1,300 00.0% — 不变
EFG ISHARES TR $29.81万0.16%2,677 -144-5.1% -$1.60万 减仓
MA MASTERCARD INCORPORATED $32.43万0.18%649 -15-2.3% -$7,495 减仓
PLTR PALANTIR TECHNOLOGIES INC $32.65万0.18%2,232 411.9% $5,997 加仓
GLDM WORLD GOLD TR $33.38万0.18%3,601 -3,298-47.8% -$30.57万 减仓
FMB FIRST TR EXCH TRADED FD III $34.94万0.19%6,897 460.7% $2,330 加仓
CAT CATERPILLAR INC $35.14万0.19%496 71.4% $4,959 加仓
DISV DIMENSIONAL ETF TRUST $35.19万0.19%8,922 -127-1.4% -$5,009 减仓
BBMC J P MORGAN EXCHANGE TRADED F $35.93万0.20%3,314 -309-8.5% -$3.35万 减仓
QQQ INVESCO QQQ TR $37.46万0.20%649 00.0% — 不变
IBM INTERNATIONAL BUSINESS MACHS $38.27万0.21%1,579 271.7% $6,543 加仓
IYW ISHARES TR $38.52万0.21%2,123 -49-2.3% -$8,890 减仓
DFEV DIMENSIONAL ETF TRUST $38.81万0.21%10,847 -63-0.6% -$2,254 减仓
COST COSTCO WHOLESALE CORPORATION $38.96万0.21%391 328.9% $3.19万 加仓
VTEB VANGUARD MUN BD FDS $39.51万0.22%7,919 00.0% — 不变
JCPB J P MORGAN EXCHANGE TRADED F $39.82万0.22%8,458 -234-2.7% -$1.10万 减仓
CVX CHEVRON CORPORATION $40.32万0.22%1,949 -17-0.9% -$3,517 减仓
V VISA INC $40.56万0.22%1,342 -13-1.0% -$3,929 减仓
IVV ISHARES TR $40.89万0.22%626 00.0% — 不变
BBAG J P MORGAN EXCHANGE TRADED F $41.90万0.23%9,077 1431.6% $6,601 加仓
JBND J P MORGAN EXCHANGE TRADED F $42.18万0.23%7,844 -16-0.2% -$860 减仓
PM PHILIP MORRIS INTL INC $44.38万0.24%2,684 33514.3% $5.54万 加仓
BAC BANK AMERICA CORP $45.34万0.25%9,301 -44-0.5% -$2,145 减仓
MU MICRON TECHNOLOGY INC $45.98万0.25%1,361 382.9% $1.28万 加仓
GEV GE VERNOVA INC $46.26万0.25%530 -1-0.2% -$873 减仓
CAG CONAGRA BRANDS INC $50.94万0.28%32,405 6632.1% $1.04万 加仓
NFLX NETFLIX INC. $51.32万0.28%5,338 1653.2% $1.59万 加仓
GE GE AEROSPACE $53.09万0.29%1,871 60.3% $1,703 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $54.75万0.30%1,620 -11-0.7% -$3,717 减仓
MUB ISHARES TR $55.74万0.30%5,251 -294-5.3% -$3.12万 减仓
WMT WALMART INC $56.85万0.31%4,574 571.3% $7,084 加仓
NYF ISHARES TR $57.85万0.32%10,891 3,95357.0% $21.00万 加仓
IAGG ISHARES TR $57.98万0.32%11,586 7617.0% $3.81万 加仓
BINC BLACKROCK ETF TRUST II $58.75万0.32%11,314 -2,437-17.7% -$12.66万 减仓
DFIS DIMENSIONAL ETF TRUST $58.79万0.32%17,462 00.0% — 不变
CSCO CISCO SYS INC $60.70万0.33%7,824 741.0% $5,741 加仓
LLY ELI LILLY & CO $61.26万0.34%666 10618.9% $9.75万 加仓
SDY SPDR SERIES TRUST $61.54万0.34%4,217 00.0% — 不变
DEHP DIMENSIONAL ETF TRUST $68.00万0.37%20,123 -236-1.2% -$7,974 减仓
TJX TJX COS INC NEW $70.46万0.39%4,412 -184-4.0% -$2.94万 减仓
MRK MERCK & CO INC $73.56万0.40%6,115 611.0% $7,338 加仓
BLCR BLACKROCK ETF TRUST $76.13万0.42%18,542 18,542— $76.13万 新建仓
ESGU ISHARES TR $77.70万0.42%5,494 -3-0.1% -$424 减仓
— WEBSTER FINL CORP $80.01万0.44%11,525 -372-3.1% -$2.58万 减仓
JNJ JOHNSON & JOHNSON $80.32万0.44%3,286 -44-1.3% -$1.08万 减仓
GOVT ISHARES TR $81.10万0.44%35,401 35,401— $81.10万 新建仓
SCHW SCHWAB CHARLES CORP $82.87万0.45%8,818 -196-2.2% -$1.84万 减仓
IEFA ISHARES TR $83.34万0.46%9,206 -78-0.8% -$7,062 减仓
SHLD GLOBAL X FDS $88.21万0.48%12,452 4,55857.7% $32.29万 加仓
MBB ISHARES TR $89.87万0.49%9,465 4905.5% $4.65万 加仓
JAVA J P MORGAN EXCHANGE TRADED F $92.36万0.51%12,872 -463-3.5% -$3.32万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $95.57万0.52%11,307 4994.6% $4.22万 加仓
VTV VANGUARD INDEX FDS $97.63万0.53%4,976 30.1% $589 加仓
OEF ISHARES TR $101.91万0.56%3,204 00.0% — 不变
GOOG ALPHABET INC $108.49万0.59%3,782 -33-0.9% -$9,466 减仓
AVEM AMERICAN CENTY ETF TR $109.39万0.60%13,575 2,67124.5% $21.52万 加仓
THRO BLACKROCK ETF TRUST $110.35万0.60%30,467 3,87514.6% $14.04万 加仓
SPMO INVESCO EXCH TRADED FD TR II $113.06万0.62%10,085 1,29914.8% $14.56万 加仓
DFGR DIMENSIONAL ETF TRUST $113.83万0.62%42,826 10,59132.9% $28.15万 加仓
VIG VANGUARD SPECIALIZED FUNDS $114.23万0.62%5,311 00.0% — 不变
BAI BLACKROCK ETF TRUST $119.65万0.65%36,314 3,70111.3% $12.19万 加仓
SPTM SPDR SERIES TRUST $121.15万0.66%15,324 -1,000-6.1% -$7.91万 减仓
XTEN BONDBLOXX ETF TRUST $123.01万0.67%26,823 2,3589.6% $10.81万 加仓