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
SPTM SPDR SERIES TRUST $69.00万0.15%8,728 60.1% $474 加仓
GS GOLDMAN SACHS GROUP INC $67.90万0.14%803 111.4% $9,301 加仓
GEV GE VERNOVA INC $66.62万0.14%763 344.7% $2.97万 加仓
BA BOEING CO $64.29万0.14%3,230 2006.6% $3.98万 加仓
BMY BRISTOL-MYERS SQUIBB CO $63.98万0.14%10,549 1,16212.4% $7.05万 加仓
PM PHILIP MORRIS INTL INC $58.79万0.13%3,555 -6-0.2% -$992 减仓
GE GE AEROSPACE $58.75万0.13%2,070 572.8% $1.62万 加仓
MRK MERCK & CO INC $57.63万0.12%4,791 55513.1% $6.68万 加仓
RTX RTX CORPORATION $57.62万0.12%2,987 1254.4% $2.41万 加仓
SYK STRYKER CORPORATION $57.24万0.12%1,742 965.8% $3.15万 加仓
UNH UNITEDHEALTH GROUP INC $57.09万0.12%2,110 -190-8.3% -$5.14万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $56.28万0.12%19,084 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $55.73万0.12%1,337 -178-11.7% -$7.42万 减仓
TJX TJX COS INC NEW $55.51万0.12%3,476 -19-0.5% -$3,034 减仓
PG PROCTER & GAMBLE CO $55.50万0.12%3,843 -56-1.4% -$8,088 减仓
CMCSA COMCAST CORP NEW $54.47万0.12%18,971 160.1% $459 加仓
IEUR ISHARES TR $52.89万0.11%7,527 -623-7.6% -$4.38万 减仓
XLI SELECT SECTOR SPDR TR $52.02万0.11%3,216 -237-6.9% -$3.83万 减仓
AVDE AMERICAN CENTY ETF TR $51.54万0.11%6,075 85216.3% $7.23万 加仓
XLY SELECT SECTOR SPDR TR $51.35万0.11%4,712 -658-12.3% -$7.17万 减仓
SBUX STARBUCKS CORP $51.35万0.11%5,731 -959-14.3% -$8.59万 减仓
ECL ECOLAB INC $50.97万0.11%1,916 532.8% $1.41万 加仓
XLC SELECT SECTOR SPDR TR $50.48万0.11%4,553 -94-2.0% -$1.04万 减仓
PEP PEPSICO INC $49.99万0.11%3,219 39313.9% $6.10万 加仓
LRCX LAM RESEARCH CORP $49.62万0.11%2,322 1717.9% $3.65万 加仓
DE DEERE & CO $48.19万0.10%856 293.5% $1.63万 加仓
IBM INTERNATIONAL BUSINESS MACHS $47.10万0.10%1,943 19811.3% $4.80万 加仓
PLTR PALANTIR TECHNOLOGIES INC $46.20万0.10%3,158 1856.2% $2.71万 加仓
IWR ISHARES TR $45.81万0.10%4,712 00.0% — 不变
VTI VANGUARD INDEX FDS $44.98万0.10%1,402 -16-1.1% -$5,133 减仓
BBY BEST BUY INC $44.07万0.09%6,865 3034.6% $1.95万 加仓
IYW ISHARES TR $43.14万0.09%2,378 -16,452-87.4% -$298.49万 减仓
EMXC ISHARES INC $42.63万0.09%5,420 -367-6.3% -$2.89万 减仓
AMAT APPLIED MATLS INC $42.47万0.09%1,242 1109.7% $3.76万 加仓
NEM NEWMONT CORP $42.41万0.09%3,917 1724.6% $1.86万 加仓
APH AMPHENOL CORP $42.17万0.09%3,338 1574.9% $1.98万 加仓
WFC WELLS FARGO & CO $41.72万0.09%5,240 4739.9% $3.77万 加仓
ABT ABBOTT LABORATORIES $40.10万0.09%3,906 -791-16.8% -$8.12万 减仓
IVV ISHARES TR $39.86万0.08%610 -347-36.3% -$22.67万 减仓
BLK BLACKROCK INC $39.01万0.08%406 8225.3% $7.88万 加仓
— BNY MELLON MUN BD INFRASTRUC $39.00万0.08%37,000 -3,206-8.0% -$3.38万 减仓
FIS FIDELITY NATL INFORMATION SV $38.98万0.08%8,311 -183-2.2% -$8,584 减仓
LRGF ISHARES TR $38.09万0.08%5,771 1,83646.7% $12.12万 加仓
COP CONOCOPHILLIPS $37.05万0.08%2,807 -22-0.8% -$2,904 减仓
ETR ENTERGY CORP NEW $36.96万0.08%3,289 -105-3.1% -$1.18万 减仓
C CITIGROUP INC $35.93万0.08%3,168 31411.0% $3.56万 加仓
SPGI S&P GLOBAL INC $35.78万0.08%841 445.5% $1.87万 加仓
AVUS AMERICAN CENTY ETF TR $35.77万0.08%3,217 67026.3% $7.45万 加仓
LOW LOWES COS INC $35.67万0.08%1,510 432.9% $1.02万 加仓
T AT&T INC $35.56万0.08%12,265 -1,368-10.0% -$3.97万 减仓
ASML ASML HLDG NV $35.27万0.08%267 267— $35.27万 新建仓
DTM DT MIDSTREAM INC $34.46万0.07%2,559 30213.4% $4.07万 加仓
TGT TARGET CORP $33.78万0.07%2,787 37515.5% $4.55万 加仓
FDX FEDEX CORP $32.67万0.07%917 20428.6% $7.27万 加仓
ALL ALLSTATE CORP $32.28万0.07%1,557 171.1% $3,524 加仓
WELL WELLTOWER INC $32.20万0.07%1,629 503.2% $9,883 加仓
NOW SERVICENOW INC $32.12万0.07%3,072 -43-1.4% -$4,496 减仓
VLUE ISHARES TR $31.86万0.07%2,241 2,241— $31.86万 新建仓
DVN DEVON ENERGY CORP NEW $30.90万0.07%6,142 3105.3% $1.56万 加仓
MS MORGAN STANLEY $30.90万0.07%1,878 311.7% $5,101 加仓
NVS NOVARTIS AG $30.86万0.07%2,020 2,020— $30.86万 新建仓
VGT VANGUARD WORLD FD $30.56万0.07%438 -33-7.0% -$2.30万 减仓
DFUS DIMENSIONAL ETF TRUST $30.54万0.07%4,306 20.0% $142 加仓
GILD GILEAD SCIENCES INC $30.50万0.06%2,188 482.2% $6,690 加仓
PNC PNC FINL SVCS GROUP INC $29.03万0.06%1,395 25121.9% $5.22万 加仓
CRM SALESFORCE INC $28.99万0.06%1,553 -527-25.3% -$9.84万 减仓
PFE PFIZER INC $28.82万0.06%10,262 1,23213.6% $3.46万 加仓
IWF ISHARES TR $28.78万0.06%675 -610-47.5% -$26.01万 减仓
DLN WISDOMTREE TR $28.44万0.06%3,184 963.1% $8,575 加仓
DGRO ISHARES TR $28.20万0.06%4,018 30.1% $211 加仓
LIN LINDE PLC $28.02万0.06%565 5711.2% $2.83万 加仓
FISI FINANCIAL INSTITUTIONS INC $27.54万0.06%8,685 160.2% $507 加仓
RJF RAYMOND JAMES FINL INC $27.53万0.06%1,901 -392-17.1% -$5.68万 减仓
AMGN AMGEN INC $27.47万0.06%781 8812.7% $3.10万 加仓
ISRG INTUITIVE SURGICAL INC $27.43万0.06%595 5510.2% $2.54万 加仓
SCHV SCHWAB STRATEGIC TR $27.03万0.06%8,862 00.0% — 不变
XLE SELECT SECTOR SPDR TR $26.98万0.06%4,404 -679-13.4% -$4.16万 减仓
RSP INVESCO EXCHANGE TRADED FD T $26.81万0.06%1,397 1,397— $26.81万 新建仓
EMR EMERSON ELEC CO $26.56万0.06%2,027 693.5% $9,040 加仓
IUSG ISHARES TR $26.45万0.06%1,705 181.1% $2,792 加仓
KLAC KLA CORP $26.22万0.06%178 137.9% $1.91万 加仓
CVS CVS HEALTH CORP $26.09万0.06%3,633 1845.3% $1.32万 加仓
COF CAPITAL ONE FINL CORP $26.08万0.06%1,429 27023.3% $4.93万 加仓
MTUM ISHARES TR $25.71万0.05%1,071 242.3% $5,762 加仓
ABNB AIRBNB INC $24.94万0.05%1,975 1,975— $24.94万 新建仓
UPS UNITED PARCEL SVCS INC $24.91万0.05%2,532 2,532— $24.91万 新建仓
BKNG BOOKING HOLDINGS INC $24.85万0.05%59 713.5% $2.95万 加仓
BBJP J P MORGAN EXCHANGE TRADED F $24.77万0.05%3,595 3,595— $24.77万 新建仓
DIS DISNEY WALT CO $24.29万0.05%2,520 2078.9% $2.00万 加仓
ANET ARISTA NETWORKS INC $24.22万0.05%1,973 35321.8% $4.33万 加仓
INTC INTEL CORP $24.19万0.05%5,481 5,481— $24.19万 新建仓
VB VANGUARD INDEX FDS $24.04万0.05%918 -8-0.9% -$2,095 减仓
MMU WESTERN ASSET MANAGED MUNS F $23.96万0.05%23,310 -10-0.0% -$103 减仓
MCK MCKESSON CORP $23.63万0.05%273 145.4% $1.21万 加仓
PSX PHILLIPS 66 $23.53万0.05%1,291 1,291— $23.53万 新建仓
NOC NORTHROP GRUMMAN CORP $23.41万0.05%343 343— $23.41万 新建仓
APP APPLOVIN CORP $23.00万0.05%578 10522.2% $4.18万 加仓
SNDK SANDISK CORP $22.87万0.05%360 360— $22.87万 新建仓
UBER UBER TECHNOLOGIES INC $22.87万0.05%3,179 70028.2% $5.04万 加仓
LMT LOCKHEED MARTIN CORP $22.53万0.05%373 373— $22.53万 新建仓