Stonebridge Financial Group, LLC
Wormleysburg PA · SEC CIK 0002009367
$13.18亿2026Q2 申报市值
275持仓数
32.2%前十大占比 · 第一大 4.7%
26 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XLI 加仓+$2,956.66万
XLK 加仓+$2,895.12万
IEMG 加仓+$2,864.11万
VPL 新建仓+$2,838.96万
COPX 新建仓+$496.51万
2026Q2 卖出最多 按季末市值估算
XLU 清仓-$2,667.42万
XLC 清仓-$2,629.51万
XLRE 清仓-$2,611.14万
XLE 清仓-$2,552.45万
GLD 减仓-$2,148.54万
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 |
|---|---|---|---|---|---|---|---|---|
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -581,263 | -100.0% | -$2,667.42万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -237,192 | -100.0% | -$2,629.51万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -639,514 | -100.0% | -$2,611.14万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -416,659 | -100.0% | -$2,552.45万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -2,891 | -100.0% | -$57.33万 | 清仓 |
| — | ENB Financial Corp | $0 | 0.00% | 0 | -18,700 | -100.0% | -$45.85万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,109 | -100.0% | -$28.17万 | 清仓 |
| ICLN | ISHARES TR | $0 | 0.00% | 0 | -13,372 | -100.0% | -$24.46万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -2,496 | -100.0% | -$23.21万 | 清仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -8,409 | -100.0% | -$22.10万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,602 | -100.0% | -$21.63万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,259 | -100.0% | -$20.74万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,211 | -100.0% | -$20.29万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -20,875 | -100.0% | -$17.41万 | 清仓 |
| — | Droneshield Limited | $0 | 0.00% | 0 | -12,000 | -100.0% | -$3.26万 | 清仓 |
| — | Brainchip Holdings | $0 | 0.00% | 0 | -60,000 | -100.0% | -$6,900 | 清仓 |
| — | NANO DIMENSION LTD | $1.45万 | 0.00% | 10,000 | 10,000 | — | $1.45万 | 新建仓 |
| BTG | B2GOLD CORP | $3.98万 | 0.00% | 10,650 | 0 | 0.0% | — | 不变 |
| — | VUZIX CORP | $6.24万 | 0.00% | 21,509 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $8.08万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $20.07万 | 0.02% | 4,461 | 4,461 | — | $20.07万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.23万 | 0.02% | 951 | -17,524 | -94.9% | -$372.78万 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $20.25万 | 0.02% | 2,818 | 2,818 | — | $20.25万 | 新建仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $20.28万 | 0.02% | 10,918 | 10,918 | — | $20.28万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $20.52万 | 0.02% | 788 | 788 | — | $20.52万 | 新建仓 |
| MS | MORGAN STANLEY | $20.76万 | 0.02% | 993 | 993 | — | $20.76万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $20.83万 | 0.02% | 8,611 | 8,611 | — | $20.83万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.93万 | 0.02% | 6,511 | 6,511 | — | $20.93万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.03万 | 0.02% | 11,000 | -1,000 | -8.3% | -$1.91万 | 减仓 |
| EEMV | ISHARES INC | $21.38万 | 0.02% | 2,840 | 2,840 | — | $21.38万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $21.51万 | 0.02% | 433 | 433 | — | $21.51万 | 新建仓 |
| TLT | ISHARES TR | $21.61万 | 0.02% | 2,500 | -1,079 | -30.1% | -$9.32万 | 重新持有 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $21.83万 | 0.02% | 5,577 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $22.14万 | 0.02% | 349 | 349 | — | $22.14万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.23万 | 0.02% | 2,138 | -1 | -0.0% | -$104 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $22.56万 | 0.02% | 543 | 543 | — | $22.56万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $22.58万 | 0.02% | 2,944 | 28 | 1.0% | $2,148 | 加仓 |
| BA | BOEING CO | $22.73万 | 0.02% | 1,050 | -600 | -36.4% | -$12.99万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $22.74万 | 0.02% | 298 | 298 | — | $22.74万 | 新建仓 |
| T | AT&T INC | $22.90万 | 0.02% | 11,062 | -486 | -4.2% | -$1.01万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $23.08万 | 0.02% | 699 | 8 | 1.2% | $2,641 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.67万 | 0.02% | 7,619 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $23.78万 | 0.02% | 1,533 | 200 | 15.0% | $3.10万 | 加仓 |
| WM | WASTE MGMT INC DEL | $24.12万 | 0.02% | 1,082 | 6 | 0.6% | $1,337 | 加仓 |
| USMV | ISHARES TR | $24.22万 | 0.02% | 2,511 | 2,511 | — | $24.22万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $24.60万 | 0.02% | 2,719 | 1 | 0.0% | $90 | 加仓 |
| LGLV | SPDR SERIES TRUST | $24.65万 | 0.02% | 1,358 | 7 | 0.5% | $1,270 | 加仓 |
| ESGD | ISHARES TR | $24.82万 | 0.02% | 2,414 | -23 | -0.9% | -$2,365 | 减仓 |
| IJR | ISHARES TR | $24.91万 | 0.02% | 1,680 | 30 | 1.8% | $4,449 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.07万 | 0.02% | 4,350 | 53 | 1.2% | $3,054 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $25.13万 | 0.02% | 4,854 | -5,650 | -53.8% | -$29.26万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $25.33万 | 0.02% | 3,197 | 4 | 0.1% | $317 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.54万 | 0.02% | 8,055 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $25.56万 | 0.02% | 4,905 | 84 | 1.7% | $4,378 | 加仓 |
| ASML | ASML HLDG NV | $25.66万 | 0.02% | 129 | 129 | — | $25.66万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.30万 | 0.02% | 260 | 4 | 1.6% | $4,045 | 加仓 |
| NULG | NUSHARES ETF TR | $26.81万 | 0.02% | 2,290 | 0 | 0.0% | — | 不变 |
| TCHP | T ROWE PRICE EXCHANGE-TRADED | $26.85万 | 0.02% | 5,361 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $27.11万 | 0.02% | 5,447 | -1,837 | -25.2% | -$9.14万 | 减仓 |
| PFE | PFIZER INC | $27.19万 | 0.02% | 11,290 | 178 | 1.6% | $4,286 | 加仓 |
| GKOS | GLAUKOS CORP | $27.90万 | 0.02% | 1,996 | -129 | -6.1% | -$1.80万 | 减仓 |
| HON | HONEYWELL INTL INC | $27.99万 | 0.02% | 1,250 | -949 | -43.2% | -$21.25万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $28.24万 | 0.02% | 10,767 | 510 | 5.0% | $1.34万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.36万 | 0.02% | 1,283 | 1,283 | — | $28.36万 | 新建仓 |
| MMM | 3M CO | $28.85万 | 0.02% | 1,782 | 127 | 7.7% | $2.06万 | 加仓 |
| IWR | ISHARES TR | $28.92万 | 0.02% | 2,622 | 2,622 | — | $28.92万 | 新建仓 |
| WFC | WELLS FARGO & CO | $29.40万 | 0.02% | 3,558 | -2 | -0.1% | -$165 | 减仓 |
| VTV | VANGUARD INDEX FDS | $29.76万 | 0.02% | 1,365 | 270 | 24.7% | $5.89万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.80万 | 0.02% | 624 | 624 | — | $29.80万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $30.38万 | 0.02% | 1,837 | 1,837 | — | $30.38万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.08万 | 0.02% | 7,340 | 46 | 0.6% | $1,948 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $31.37万 | 0.02% | 6,875 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $32.32万 | 0.02% | 10,615 | 2,682 | 33.8% | $8.17万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $32.75万 | 0.02% | 5,954 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $32.82万 | 0.02% | 1,324 | -70,022 | -98.1% | -$1,735.77万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $32.86万 | 0.02% | 11,864 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $32.94万 | 0.02% | 2,015 | 261 | 14.9% | $4.27万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $32.94万 | 0.02% | 5,695 | 26 | 0.5% | $1,504 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $33.73万 | 0.03% | 3,498 | 490 | 16.3% | $4.73万 | 加仓 |
| IVV | ISHARES TR | $34.97万 | 0.03% | 467 | -58 | -11.0% | -$4.34万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $35.03万 | 0.03% | 1,156 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FINL SVCS CORP | $35.72万 | 0.03% | 5,706 | -280 | -4.7% | -$1.75万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $36.08万 | 0.03% | 5,809 | 25 | 0.4% | $1,553 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $36.45万 | 0.03% | 7,208 | -724 | -9.1% | -$3.66万 | 减仓 |
| GVI | ISHARES TR | $37.31万 | 0.03% | 3,517 | -239 | -6.4% | -$2.54万 | 减仓 |
| EFV | ISHARES TR | $37.41万 | 0.03% | 4,887 | 1,482 | 43.5% | $11.34万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $37.53万 | 0.03% | 12,753 | 5 | 0.0% | $147 | 加仓 |
| AIQ | GLOBAL X FDS | $37.67万 | 0.03% | 5,742 | 1,109 | 23.9% | $7.28万 | 加仓 |
| ACWI | ISHARES TR | $38.24万 | 0.03% | 2,436 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $39.01万 | 0.03% | 4,936 | -127 | -2.5% | -$1.00万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $40.93万 | 0.03% | 515 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $41.40万 | 0.03% | 18,084 | -8,495 | -32.0% | -$19.45万 | 减仓 |
| FEOE | RBB FUND TRUST | $41.41万 | 0.03% | 7,754 | 1,354 | 21.2% | $7.23万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $41.74万 | 0.03% | 6,055 | 216 | 3.7% | $1.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $42.19万 | 0.03% | 7,405 | -233 | -3.1% | -$1.33万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $42.43万 | 0.03% | 21,733 | -9,899 | -31.3% | -$19.33万 | 减仓 |
| GEV | GE VERNOVA INC | $42.88万 | 0.03% | 365 | -93 | -20.3% | -$10.93万 | 减仓 |
| SMH | VANECK ETF TRUST | $43.29万 | 0.03% | 660 | 660 | — | $43.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $43.59万 | 0.03% | 13,938 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $43.66万 | 0.03% | 1,440 | 1 | 0.1% | $303 | 加仓 |