13F 机构持仓

Stonebrook Private Inc.

NORTHVILLE MI · SEC CIK 0002008738

2026Q22026Q1 更早 9 个季度 🔒
$5.48亿2026Q2 申报市值
271持仓数
43.8%前十大占比 · 第一大 11.3%
56 / 12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 11.3%
SPYG 5.5%
DYNF 5.3%
SPYV 4.4%
AAPL 3.5%
CORO 3.3%
CWI 3.3%
BLACKROCK ETF 2.7%
NVDA 2.5%
ARTY 2.1%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$2,446.35万
SPYG 加仓+$605.31万
CWI 加仓+$526.00万
SHLD 加仓+$228.64万
BFLX 新建仓+$89.38万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$1,075.15万
EFV 减仓-$964.50万
THRO 减仓-$430.16万
SPMO 减仓-$402.39万
ARTY 减仓-$377.30万

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
LOW LOWES COS INC $30.50万0.06%1,383 -127-8.4% -$2.80万 减仓
ABNB AIRBNB INC $30.68万0.06%2,144 1698.6% $2.42万 加仓
DLN WISDOMTREE TR $30.69万0.06%3,186 20.1% $193 加仓
AMGN AMGEN INC $30.70万0.06%848 678.6% $2.43万 加仓
COP CONOCOPHILLIPS $30.73万0.06%2,956 1495.3% $1.55万 加仓
SCHV SCHWAB STRATEGIC TR $30.85万0.06%8,862 00.0% — 不变
IJR ISHARES TR $30.98万0.06%2,089 34920.1% $5.18万 加仓
ABT ABBOTT LABORATORIES $31.44万0.06%3,465 -441-11.3% -$4.00万 减仓
ED CONSOLIDATED EDISON INC $31.49万0.06%2,846 2,846— $31.49万 新建仓
IUSG ISHARES TR $31.73万0.06%1,687 -18-1.1% -$3,386 减仓
PEP PEPSICO INC $31.79万0.06%2,348 -871-27.1% -$11.79万 减仓
LIN LINDE PLC $31.87万0.06%614 498.7% $2.54万 加仓
FIX COMFORT SYS USA INC $32.11万0.06%162 162— $32.11万 新建仓
COF CAPITAL ONE FINL CORP $32.77万0.06%1,633 20414.3% $4.09万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $33.41万0.06%475 475— $33.41万 新建仓
IWF ISHARES TR $33.53万0.06%2,700 00.0% — 不变
ANET ARISTA NETWORKS INC $34.09万0.06%2,007 341.7% $5,776 加仓
FISI FINANCIAL INSTITUTIONS INC $34.13万0.06%8,759 740.9% $2,884 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $34.84万0.06%361 361— $34.84万 新建仓
SPGI S&P GLOBAL INC $35.28万0.06%866 253.0% $1.02万 加仓
DFUS DIMENSIONAL ETF TRUST $35.30万0.06%4,308 20.0% $164 加仓
XLE SELECT SECTOR SPDR TR $36.33万0.07%6,841 2,43755.3% $12.94万 加仓
JMST J P MORGAN EXCHANGE TRADED F $36.35万0.07%7,128 7,128— $36.35万 新建仓
WELL WELLTOWER INC $36.74万0.07%1,619 -10-0.6% -$2,269 减仓
XLV SELECT SECTOR SPDR TR $37.00万0.07%2,332 -2,700-53.7% -$42.84万 减仓
DTM DT MIDSTREAM INC $37.03万0.07%2,524 -35-1.4% -$5,135 减仓
PLTR PALANTIR TECHNOLOGIES INC $37.10万0.07%3,180 220.7% $2,567 加仓
TD TORONTO DOMINION BK ONT $37.54万0.07%3,092 71630.1% $8.69万 加仓
ALL ALLSTATE CORP $37.61万0.07%1,581 241.5% $5,710 加仓
NEM NEWMONT CORP $37.82万0.07%4,049 1323.4% $1.23万 加仓
CVS CVS HEALTH CORP $38.08万0.07%3,681 481.3% $4,966 加仓
NVS NOVARTIS AG $38.21万0.07%2,438 41820.7% $6.55万 加仓
PANW PALO ALTO NETWORKS INC $38.60万0.07%1,132 1,132— $38.60万 新建仓
TGT TARGET CORP $38.72万0.07%2,964 1776.4% $2.31万 加仓
PNC PNC FINL SVCS GROUP INC $39.99万0.07%1,624 22916.4% $5.64万 加仓
TXN TEXAS INSTRS INC $40.46万0.07%1,357 24221.7% $7.22万 加仓
— BNY MELLON MUN BD INFRASTRUC $40.85万0.07%37,000 00.0% — 不变
VLUE ISHARES TR $41.22万0.08%2,063 -178-7.9% -$3.56万 减仓
MS MORGAN STANLEY $41.43万0.08%1,982 1045.5% $2.17万 加仓
AVUS AMERICAN CENTY ETF TR $41.76万0.08%3,260 431.3% $5,508 加仓
MDT MEDTRONIC PLC $42.84万0.08%5,476 -4,472-45.0% -$34.98万 减仓
LRGF ISHARES TR $43.82万0.08%5,794 230.4% $1,740 加仓
IEUR ISHARES TR $45.82万0.08%6,096 -1,431-19.0% -$10.76万 减仓
C CITIGROUP INC $47.69万0.09%3,408 2407.6% $3.36万 加仓
PG PROCTER & GAMBLE CO $50.66万0.09%3,455 -388-10.1% -$5.69万 减仓
SYK STRYKER CORPORATION $50.91万0.09%1,617 -125-7.2% -$3.94万 减仓
IWR ISHARES TR $51.98万0.09%4,712 00.0% — 不变
IVV ISHARES TR $53.41万0.10%713 10316.9% $7.72万 加仓
WDC WESTERN DIGITAL CORP $53.59万0.10%839 9512.8% $6.07万 加仓
TJX TJX COS INC NEW $53.66万0.10%3,542 661.9% $9,998 加仓
AVDE AMERICAN CENTY ETF TR $54.27万0.10%6,084 90.1% $803 加仓
ETR ENTERGY CORP NEW $54.73万0.10%4,765 1,47644.9% $16.95万 加仓
ECL ECOLAB INC $55.08万0.10%1,977 613.2% $1.70万 加仓
DE DEERE & CO $55.98万0.10%883 273.2% $1.71万 加仓
SBUX STARBUCKS CORP $56.86万0.10%5,564 -167-2.9% -$1.71万 减仓
KLAC KLA CORP $57.63万0.11%1,910 1307.3% $3.92万 加仓
ASML ASML HLDG NV $57.89万0.11%291 249.0% $4.77万 加仓
IYW ISHARES TR $58.19万0.11%2,307 -71-3.0% -$1.79万 减仓
RTX RTX CORPORATION $58.49万0.11%3,083 963.2% $1.82万 加仓
XLI SELECT SECTOR SPDR TR $59.02万0.11%3,186 -30-0.9% -$5,558 减仓
APH AMPHENOL CORP $59.56万0.11%3,378 401.2% $7,053 加仓
BMY BRISTOL-MYERS SQUIBB CO $60.82万0.11%10,555 60.1% $346 加仓
EQIX EQUINIX INC $63.02万0.12%605 605— $63.02万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $63.58万0.12%2,261 31816.4% $8.94万 加仓
SNDK SANDISK CORP $63.66万0.12%280 -80-22.2% -$18.19万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $65.99万0.12%19,062 -22-0.1% -$762 减仓
PM PHILIP MORRIS INTL INC $66.14万0.12%3,656 1012.8% $1.83万 加仓
EMXC ISHARES INC $66.47万0.12%6,498 1,07819.9% $11.03万 加仓
MRK MERCK & CO INC $68.64万0.13%5,341 55011.5% $7.07万 加仓
TT TRANE TECHNOLOGIES PLC $68.92万0.13%1,403 664.9% $3.24万 加仓
XHLF BONDBLOXX ETF TRUST $70.14万0.13%13,944 -3,997-22.3% -$20.10万 减仓
BLK BLACKROCK INC $71.89万0.13%748 34284.2% $32.87万 加仓
VTI VANGUARD INDEX FDS $72.34万0.13%1,955 55339.4% $20.46万 加仓
BA BOEING CO $73.97万0.14%3,417 1875.8% $4.05万 加仓
SPHQ INVESCO EXCHANGE TRADED FD T $74.58万0.14%8,277 8,277— $74.58万 新建仓
NFLX NETFLIX INC. $74.93万0.14%10,494 -704-6.3% -$5.03万 减仓
CVX CHEVRON CORPORATION $76.01万0.14%4,585 59614.9% $9.88万 加仓
CSL CARLISLE COS INC $76.90万0.14%2,120 512.5% $1.85万 加仓
O REALTY INCOME CORP $78.38万0.14%12,650 -652-4.9% -$4.04万 减仓
GE GE AEROSPACE $78.87万0.14%2,110 401.9% $1.50万 加仓
SPTM SPDR SERIES TRUST $79.23万0.14%8,727 -1-0.0% -$91 减仓
SCHD SCHWAB STRATEGIC TR $80.95万0.15%25,528 -132-0.5% -$4,186 减仓
MTUM ISHARES TR $81.04万0.15%2,364 1,293120.7% $44.33万 加仓
IWD ISHARES TR $81.19万0.15%3,349 -33-1.0% -$8,000 减仓
NEE NEXTERA ENERGY INC $82.77万0.15%9,430 6537.4% $5.73万 加仓
USMV ISHARES TR $83.25万0.15%8,631 790.9% $7,620 加仓
MA MASTERCARD INCORPORATED $83.89万0.15%1,633 -87-5.1% -$4.47万 减仓
GS GOLDMAN SACHS GROUP INC $84.11万0.15%832 293.6% $2.93万 加仓
WFC WELLS FARGO & CO $86.59万0.16%10,479 5,239100.0% $43.29万 加仓
UNP UNION PAC CORP $86.78万0.16%3,191 210.7% $5,711 加仓
BFLX BLACKROCK ETF TRUST $89.38万0.16%34,889 34,889— $89.38万 新建仓
ORCL ORACLE CORP $90.73万0.17%6,191 1,28426.2% $18.82万 加仓
VZ VERIZON COMMUNICATIONS INC $91.37万0.17%21,581 -431-2.0% -$1.82万 减仓
APD AIR PRODUCTS AND CHEMICALS I $91.63万0.17%3,125 -85-2.6% -$2.49万 减仓
DTE DTE ENERGY CO $93.52万0.17%6,138 69212.7% $10.54万 加仓
AMAT APPLIED MATLS INC $94.10万0.17%1,302 604.8% $4.34万 加仓
DRI DARDEN RESTAURANTS INC $94.17万0.17%4,571 -179-3.8% -$3.69万 减仓
IJH ISHARES TR $98.23万0.18%12,739 -78-0.6% -$6,015 减仓
GEV GE VERNOVA INC $98.94万0.18%842 7910.4% $9.28万 加仓
XLF SELECT SECTOR SPDR TR $99.43万0.18%18,547 -5,525-23.0% -$29.62万 减仓