Stonebridge Financial Group, LLC
Wormleysburg PA · SEC CIK 0002009367
$12.16亿2026Q1 申报市值
262持仓数
32.8%前十大占比 · 第一大 4.8%
28 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XLU 新建仓+$2,667.42万
XLRE 新建仓+$2,611.14万
XLE 新建仓+$2,552.45万
SPYG 加仓+$1,471.02万
CGGO 加仓+$870.19万
2026Q1 卖出最多 按季末市值估算
XLI 减仓-$2,695.05万
IEUR 清仓-$2,661.66万
XLV 减仓-$2,446.76万
PAVE 减仓-$1,463.59万
USFR 减仓-$882.84万
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 |
|---|---|---|---|---|---|---|---|---|
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -374,988 | -100.0% | -$2,661.66万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PB BANKSHARES INC | $0 | 0.00% | 0 | -81,839 | -100.0% | -$178.00万 | 清仓 |
| IEI | ISHARES TR | $0 | 0.00% | 0 | -6,642 | -100.0% | -$79.27万 | 清仓 |
| UPRO | PROSHARES TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$46.30万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,754 | -100.0% | -$42.62万 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12,140 | -100.0% | -$39.60万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,710 | -100.0% | -$28.35万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -2,358 | -100.0% | -$22.67万 | 清仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -5,267 | -100.0% | -$21.56万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -1,873 | -100.0% | -$21.15万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -5,409 | -100.0% | -$20.01万 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -77,377 | -100.0% | -$3.17万 | 清仓 |
| AMC | AMC ENTMT HLDGS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.56万 | 清仓 |
| — | Brainchip Holdings | $6,900 | 0.00% | 60,000 | 60,000 | — | $6,900 | 新建仓 |
| — | Droneshield Limited | $3.26万 | 0.00% | 12,000 | 12,000 | — | $3.26万 | 新建仓 |
| BTG | B2GOLD CORP | $4.82万 | 0.00% | 10,650 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP | $4.97万 | 0.00% | 21,509 | -1 | -0.0% | -$2 | 减仓 |
| — | TIDAL TRUST II | $7.83万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | LINKBANCORP INC | $17.41万 | 0.01% | 20,875 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $20.16万 | 0.02% | 691 | 691 | — | $20.16万 | 新建仓 |
| GDX | VANECK ETF TRUST | $20.29万 | 0.02% | 2,211 | -3,255 | -59.5% | -$29.87万 | 减仓 |
| IJR | ISHARES TR | $20.51万 | 0.02% | 1,650 | -3,945 | -70.5% | -$49.04万 | 减仓 |
| EQT | EQT CORP | $20.74万 | 0.02% | 3,259 | 3,259 | — | $20.74万 | 新建仓 |
| NULG | NUSHARES ETF TR | $20.83万 | 0.02% | 2,290 | -234 | -9.3% | -$2.13万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $21.05万 | 0.02% | 1,035 | -253 | -19.6% | -$5.15万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $21.40万 | 0.02% | 7,619 | 7,619 | — | $21.40万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.48万 | 0.02% | 1,095 | 3 | 0.3% | $589 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $21.61万 | 0.02% | 5,577 | -4,778 | -46.1% | -$18.51万 | 减仓 |
| AIQ | GLOBAL X FDS | $21.62万 | 0.02% | 4,633 | 99 | 2.2% | $4,620 | 加仓 |
| BP | BP PLC | $21.63万 | 0.02% | 4,602 | 4,602 | — | $21.63万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.66万 | 0.02% | 256 | 256 | — | $21.66万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $21.72万 | 0.02% | 4,821 | -467 | -8.8% | -$2.10万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $21.77万 | 0.02% | 2,718 | 20 | 0.7% | $1,602 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $22.10万 | 0.02% | 8,409 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $22.51万 | 0.02% | 2,916 | 17 | 0.6% | $1,312 | 加仓 |
| GKOS | GLAUKOS CORP | $22.88万 | 0.02% | 2,125 | 1 | 0.0% | $108 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.03万 | 0.02% | 7,933 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $23.16万 | 0.02% | 12,000 | 12,000 | — | $23.16万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $23.17万 | 0.02% | 3,193 | 108 | 3.5% | $7,835 | 加仓 |
| SHEL | SHELL PLC | $23.21万 | 0.02% | 2,496 | 2,496 | — | $23.21万 | 新建仓 |
| ESGD | ISHARES TR | $23.30万 | 0.02% | 2,437 | -163 | -6.3% | -$1.56万 | 减仓 |
| TCHP | T ROWE PRICE ETF INC | $23.68万 | 0.02% | 5,361 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.04万 | 0.02% | 1,655 | -17 | -1.0% | -$2,469 | 减仓 |
| LGLV | SPDR SERIES TRUST | $24.06万 | 0.02% | 1,351 | 7 | 0.5% | $1,247 | 加仓 |
| ICLN | ISHARES TR | $24.46万 | 0.02% | 13,372 | 13,372 | — | $24.46万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.71万 | 0.02% | 8,055 | 8,055 | — | $24.71万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $24.73万 | 0.02% | 1,076 | 40 | 3.9% | $9,192 | 加仓 |
| EFV | ISHARES TR | $25.32万 | 0.02% | 3,405 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $25.42万 | 0.02% | 1,754 | -224 | -11.3% | -$3.25万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.06万 | 0.02% | 4,297 | -687 | -13.8% | -$4.17万 | 减仓 |
| INTC | INTEL CORP | $26.32万 | 0.02% | 5,965 | 5,965 | — | $26.32万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $26.68万 | 0.02% | 3,008 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $26.98万 | 0.02% | 10,257 | 10,257 | — | $26.98万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $27.06万 | 0.02% | 1,333 | 1,333 | — | $27.06万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.47万 | 0.02% | 1,156 | -73 | -5.9% | -$1.73万 | 减仓 |
| XAR | SPDR SERIES TRUST | $28.17万 | 0.02% | 1,109 | 1,109 | — | $28.17万 | 新建仓 |
| COP | CONOCOPHILLIPS | $28.23万 | 0.02% | 2,139 | 2,139 | — | $28.23万 | 新建仓 |
| WFC | WELLS FARGO CO NEW | $28.34万 | 0.02% | 3,560 | 1,149 | 47.7% | $9.15万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $28.68万 | 0.02% | 6,875 | 1,864 | 37.2% | $7.78万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $28.85万 | 0.02% | 5,954 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $28.99万 | 0.02% | 5,784 | -165 | -2.8% | -$8,270 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.36万 | 0.02% | 11,864 | 11,864 | — | $29.36万 | 新建仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $29.58万 | 0.02% | 11,470 | -662 | -5.5% | -$1.71万 | 减仓 |
| — | FRANKLIN FINL SVCS CORP | $30.58万 | 0.03% | 5,986 | -4 | -0.1% | -$204 | 减仓 |
| PFE | PFIZER INC | $31.20万 | 0.03% | 11,112 | 3,060 | 38.0% | $8.59万 | 加仓 |
| FEOE | RBB FUND TRUST | $32.29万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $32.68万 | 0.03% | 5,669 | 5,669 | — | $32.68万 | 新建仓 |
| IWM | ISHARES TR | $32.69万 | 0.03% | 1,318 | 189 | 16.7% | $4.69万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.69万 | 0.03% | 12,748 | 4 | 0.0% | $103 | 加仓 |
| BA | BOEING CO | $32.84万 | 0.03% | 1,650 | 56 | 3.5% | $1.11万 | 加仓 |
| VGT | VANGUARD WORLD FD | $32.88万 | 0.03% | 471 | -212 | -31.0% | -$14.80万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $33.25万 | 0.03% | 4,798 | 702 | 17.1% | $4.86万 | 加仓 |
| T | AT&T INC | $33.48万 | 0.03% | 11,548 | 583 | 5.3% | $1.69万 | 加仓 |
| AMAT | APPLIED MATLS INC | $33.56万 | 0.03% | 982 | 982 | — | $33.56万 | 新建仓 |
| ACWI | ISHARES TR | $33.71万 | 0.03% | 2,436 | -844 | -25.7% | -$11.68万 | 减仓 |
| MGK | VANGUARD WORLD FD | $33.91万 | 0.03% | 923 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $34.29万 | 0.03% | 525 | -2,167 | -80.5% | -$141.55万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $35.39万 | 0.03% | 2,663 | 1,104 | 70.8% | $14.67万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $36.26万 | 0.03% | 7,284 | 7,284 | — | $36.26万 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $36.27万 | 0.03% | 17,255 | 820 | 5.0% | $1.72万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.61万 | 0.03% | 7,294 | 1,023 | 16.3% | $5.14万 | 加仓 |
| IVW | ISHARES TR | $36.90万 | 0.03% | 3,262 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $37.23万 | 0.03% | 7,638 | 1,761 | 30.0% | $8.58万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $37.48万 | 0.03% | 515 | 2 | 0.4% | $1,456 | 加仓 |
| VB | VANGUARD INDEX FDS | $37.70万 | 0.03% | 1,439 | 1 | 0.1% | $262 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $38.01万 | 0.03% | 912 | -86 | -8.6% | -$3.58万 | 减仓 |
| GEV | GE VERNOVA INC | $39.98万 | 0.03% | 458 | 77 | 20.2% | $6.72万 | 加仓 |
| GVI | ISHARES TR | $40.07万 | 0.03% | 3,756 | 788 | 26.5% | $8.41万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $40.13万 | 0.03% | 5,063 | -775 | -13.3% | -$6.14万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $40.14万 | 0.03% | 7,932 | -468 | -5.6% | -$2.37万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $40.16万 | 0.03% | 10,731 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $40.16万 | 0.03% | 5,839 | -345 | -5.6% | -$2.37万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $41.24万 | 0.03% | 944 | 432 | 84.4% | $18.87万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.55万 | 0.03% | 13,938 | 5,406 | 63.4% | $16.12万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $42.23万 | 0.03% | 8,155 | -2,000 | -19.7% | -$10.36万 | 减仓 |
| SDY | SPDR SERIES TRUST | $42.54万 | 0.03% | 2,915 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $43.41万 | 0.04% | 1,996 | 316 | 18.8% | $6.87万 | 加仓 |