13F 机构持仓

Stonebrook Private Inc.

NORTHVILLE MI · SEC CIK 0002008738

2026Q22026Q1 更早 9 个季度 🔒
$4.70亿2026Q1 申报市值
225持仓数
39.3%前十大占比 · 第一大 6.9%
26 / 8新建仓 / 清仓
申报市值走势$5.48亿2026Q2
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

SPYM 6.9%
DYNF 5.4%
SPYV 5.0%
SPYG 4.2%
AAPL 3.7%
CORO 3.2%
EFV 3.1%
QUAL 2.8%
BLACKROCK ETF 2.6%
NVDA 2.4%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$1,519.64万
CWI 新建仓+$1,130.48万
SPYM 加仓+$921.01万
ARTY 加仓+$785.87万
SGOV 加仓+$223.66万

2026Q1 卖出最多 按季末市值估算

XLG 减仓-$1,724.72万
IEMG 减仓-$1,371.20万
EFV 减仓-$600.65万
XLK 减仓-$302.68万
IYW 减仓-$298.49万

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
NEM NEWMONT CORP $42.41万0.09%3,917 1724.6% $1.86万 加仓
AMAT APPLIED MATLS INC $42.47万0.09%1,242 1109.7% $3.76万 加仓
EMXC ISHARES INC $42.63万0.09%5,420 -367-6.3% -$2.89万 减仓
IYW ISHARES TR $43.14万0.09%2,378 -16,452-87.4% -$298.49万 减仓
BBY BEST BUY INC $44.07万0.09%6,865 3034.6% $1.95万 加仓
VTI VANGUARD INDEX FDS $44.98万0.10%1,402 -16-1.1% -$5,133 减仓
IWR ISHARES TR $45.81万0.10%4,712 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $46.20万0.10%3,158 1856.2% $2.71万 加仓
IBM INTERNATIONAL BUSINESS MACHS $47.10万0.10%1,943 19811.3% $4.80万 加仓
DE DEERE & CO $48.19万0.10%856 293.5% $1.63万 加仓
LRCX LAM RESEARCH CORP $49.62万0.11%2,322 1717.9% $3.65万 加仓
PEP PEPSICO INC $49.99万0.11%3,219 39313.9% $6.10万 加仓
XLC SELECT SECTOR SPDR TR $50.48万0.11%4,553 -94-2.0% -$1.04万 减仓
ECL ECOLAB INC $50.97万0.11%1,916 532.8% $1.41万 加仓
SBUX STARBUCKS CORP $51.35万0.11%5,731 -959-14.3% -$8.59万 减仓
XLY SELECT SECTOR SPDR TR $51.35万0.11%4,712 -658-12.3% -$7.17万 减仓
AVDE AMERICAN CENTY ETF TR $51.54万0.11%6,075 85216.3% $7.23万 加仓
XLI SELECT SECTOR SPDR TR $52.02万0.11%3,216 -237-6.9% -$3.83万 减仓
IEUR ISHARES TR $52.89万0.11%7,527 -623-7.6% -$4.38万 减仓
CMCSA COMCAST CORP NEW $54.47万0.12%18,971 160.1% $459 加仓
PG PROCTER & GAMBLE CO $55.50万0.12%3,843 -56-1.4% -$8,088 减仓
TJX TJX COS INC NEW $55.51万0.12%3,476 -19-0.5% -$3,034 减仓
TT TRANE TECHNOLOGIES PLC $55.73万0.12%1,337 -178-11.7% -$7.42万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $56.28万0.12%19,084 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $57.09万0.12%2,110 -190-8.3% -$5.14万 减仓
SYK STRYKER CORPORATION $57.24万0.12%1,742 965.8% $3.15万 加仓
RTX RTX CORPORATION $57.62万0.12%2,987 1254.4% $2.41万 加仓
MRK MERCK & CO INC $57.63万0.12%4,791 55513.1% $6.68万 加仓
GE GE AEROSPACE $58.75万0.13%2,070 572.8% $1.62万 加仓
PM PHILIP MORRIS INTL INC $58.79万0.13%3,555 -6-0.2% -$992 减仓
BMY BRISTOL-MYERS SQUIBB CO $63.98万0.14%10,549 1,16212.4% $7.05万 加仓
BA BOEING CO $64.29万0.14%3,230 2006.6% $3.98万 加仓
GEV GE VERNOVA INC $66.62万0.14%763 344.7% $2.97万 加仓
GS GOLDMAN SACHS GROUP INC $67.90万0.14%803 111.4% $9,301 加仓
SPTM SPDR SERIES TRUST $69.00万0.15%8,728 60.1% $474 加仓
CSL CARLISLE COS INC $69.03万0.15%2,069 472.3% $1.57万 加仓
ORCL ORACLE CORP $72.19万0.15%4,907 -494-9.1% -$7.27万 减仓
IWD ISHARES TR $72.26万0.15%3,382 -54-1.6% -$1.15万 减仓
XLV SELECT SECTOR SPDR TR $73.77万0.16%5,032 -29-0.6% -$4,252 减仓
CAT CATERPILLAR INC $74.54万0.16%1,052 333.2% $2.34万 加仓
AMD ADVANCED MICRO DEVICES INC $75.17万0.16%3,695 -47-1.3% -$9,561 减仓
UNP UNION PAC CORP $76.92万0.16%3,170 -33-1.0% -$8,008 减仓
SCHD SCHWAB STRATEGIC TR $78.72万0.17%25,660 -1,963-7.1% -$6.02万 减仓
USMV ISHARES TR $79.31万0.17%8,552 1521.8% $1.41万 加仓
DTE DTE ENERGY CO $79.64万0.17%5,446 86218.8% $12.61万 加仓
O REALTY INCOME CORP $81.38万0.17%13,302 -568-4.1% -$3.48万 减仓
NEE NEXTERA ENERGY INC $81.52万0.17%8,777 -236-2.6% -$2.19万 减仓
CVX CHEVRON CORPORATION $82.53万0.18%3,989 541.4% $1.12万 加仓
CSCO CISCO SYS INC $82.69万0.18%10,658 4894.8% $3.79万 加仓
MA MASTERCARD INCORPORATED $85.96万0.18%1,720 -180-9.5% -$9.00万 减仓
MDT MEDTRONIC PLC $86.20万0.18%9,948 -362-3.5% -$3.14万 减仓
IJH ISHARES TR $86.55万0.18%12,817 -379-2.9% -$2.56万 减仓
XHLF BONDBLOXX ETF TRUST $90.30万0.19%17,941 -3,489-16.3% -$17.56万 减仓
VOO VANGUARD INDEX FDS $91.30万0.19%1,528 1299.2% $7.71万 加仓
DRI DARDEN RESTAURANTS INC $93.12万0.20%4,750 -130-2.7% -$2.55万 减仓
APD AIR PRODUCTS AND CHEMICALS I $93.26万0.20%3,210 -119-3.6% -$3.46万 减仓
BAC BANK AMERICA CORP $97.48万0.21%19,995 4192.1% $2.04万 加仓
CMI CUMMINS INC $97.60万0.21%1,814 -35-1.9% -$1.88万 减仓
IVLU ISHARES TR $99.82万0.21%25,157 250.1% $992 加仓
SCHG SCHWAB STRATEGIC TR $102.19万0.22%35,080 -15,895-31.2% -$46.30万 减仓
KO COCA COLA CO $106.38万0.23%13,988 -4-0.0% -$304 减仓
NFLX NETFLIX INC. $107.67万0.23%11,198 -377-3.3% -$3.62万 减仓
VZ VERIZON COMMUNICATIONS INC $110.50万0.24%22,012 6723.1% $3.37万 加仓
ACWI ISHARES TR $113.89万0.24%8,231 -498-5.7% -$6.89万 减仓
MU MICRON TECHNOLOGY INC $117.71万0.25%3,484 54718.6% $18.48万 加仓
XLF SELECT SECTOR SPDR TR $118.84万0.25%24,072 -838-3.4% -$4.14万 减仓
DIA STATE STR SPDR DOW JONES IND $130.08万0.28%2,808 -9-0.3% -$4,169 减仓
JCI JOHNSON CONTROLS INTERNATION $138.44万0.29%10,572 -377-3.4% -$4.94万 减仓
CME CME GROUP INC $145.24万0.31%4,918 -157-3.1% -$4.64万 减仓
V VISA INC $146.84万0.31%4,858 -203-4.0% -$6.14万 减仓
— EXXON MOBIL CORP $150.73万0.32%8,884 3053.6% $5.17万 加仓
OEF ISHARES TR $150.89万0.32%4,744 -252-5.0% -$8.02万 减仓
CB CHUBB LTD SWITZ $153.23万0.33%4,701 -91-1.9% -$2.97万 减仓
ETH GRAYSCALE ETHEREUM STAKING $156.92万0.33%79,015 27,97954.8% $55.57万 加仓
COST COSTCO WHOLESALE CORPORATION $161.30万0.34%1,619 402.5% $3.99万 加仓
VUG VANGUARD INDEX FDS $166.62万0.35%3,815 -522-12.0% -$22.80万 减仓
BDYN BLACKROCK ETF TRUST $171.10万0.36%70,382 4,5566.9% $11.08万 加仓
AXP AMERICAN EXPRESS CO $171.70万0.37%5,676 40.1% $1,210 加仓
HD HOME DEPOT INC $186.19万0.40%5,661 -208-3.5% -$6.84万 减仓
SPY STATE STR SPDR S&P 500 ETF T $191.57万0.41%2,946 -13-0.4% -$8,453 减仓
ABBV ABBVIE INC $192.78万0.41%8,864 -180-2.0% -$3.91万 减仓
XLG INVESCO EXCHANGE TRADED FD T $195.79万0.42%35,892 -316,173-89.8% -$1,724.72万 减仓
FTEC FIDELITY COVINGTON TRUST $196.59万0.42%9,449 -6,766-41.7% -$140.77万 减仓
ADI ANALOG DEVICES INC $212.08万0.45%6,666 -231-3.3% -$7.35万 减仓
IEFA ISHARES TR $214.04万0.46%23,643 6092.6% $5.51万 加仓
EFG ISHARES TR $218.03万0.46%19,577 -567-2.8% -$6.31万 减仓
MSI MOTOROLA SOLUTIONS INC $223.39万0.48%5,148 -176-3.3% -$7.64万 减仓
TSLA TESLA INC $225.62万0.48%6,069 64111.8% $23.83万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $231.84万0.49%4,838 91423.3% $43.80万 加仓
ETN EATON CORP PLC $234.84万0.50%6,566 -188-2.8% -$6.72万 减仓
IBCA ISHARES TR $236.31万0.50%92,163 4,8715.6% $12.49万 加仓
IBDZ ISHARES TR $239.88万0.51%92,049 4,8495.6% $12.64万 加仓
IBDX ISHARES TR $240.01万0.51%94,977 3,8674.2% $9.77万 加仓
IBDY ISHARES TR $240.50万0.51%93,038 3,9764.5% $10.28万 加仓
IBDW ISHARES TR $242.35万0.52%115,789 4,9304.4% $10.32万 加仓
META META PLATFORMS INC $255.21万0.54%4,461 3518.5% $20.08万 加仓
MPC MARATHON PETE CORP $262.55万0.56%10,752 -547-4.8% -$13.36万 减仓
SGOV ISHARES TR $262.66万0.56%26,093 22,219573.5% $223.66万 加仓
LLY ELI LILLY & CO $290.03万0.62%3,153 461.5% $4.23万 加仓
MCD MCDONALDS CORP $313.30万0.67%10,081 -41-0.4% -$1.27万 减仓