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 |
|---|---|---|---|---|---|---|---|---|
| — | LEGG MASON ETF INVT | $43.66万 | 0.04% | 8,086 | -87 | -1.1% | -$4,697 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $43.73万 | 0.04% | 4,379 | 1,672 | 61.8% | $16.70万 | 加仓 |
| TFC | TRUIST FINL CORP | $44.77万 | 0.04% | 9,738 | -114 | -1.2% | -$5,241 | 减仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $44.82万 | 0.04% | 36,054 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $45.85万 | 0.04% | 7,155 | 28 | 0.4% | $1,794 | 加仓 |
| — | ENB Financial Corp | $45.85万 | 0.04% | 18,700 | 18,700 | — | $45.85万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $46.37万 | 0.04% | 15,783 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $47.21万 | 0.04% | 11,498 | 0 | 0.0% | — | 不变 |
| NBTB | NBT BANCORP INC | $49.09万 | 0.04% | 11,530 | 1 | 0.0% | $43 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $49.27万 | 0.04% | 10,504 | -851 | -7.5% | -$3.99万 | 减仓 |
| — | HONEYWELL INTL INC | $49.70万 | 0.04% | 2,199 | 262 | 13.5% | $5.92万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $50.18万 | 0.04% | 9,170 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $51.65万 | 0.04% | 1,820 | 33 | 1.8% | $9,364 | 加仓 |
| CORP | PIMCO ETF TR | $51.66万 | 0.04% | 5,337 | 479 | 9.9% | $4.64万 | 加仓 |
| IBTH | ISHARES TR | $52.19万 | 0.04% | 23,267 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $53.49万 | 0.04% | 5,437 | 905 | 20.0% | $8.90万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $54.51万 | 0.04% | 7,295 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $54.75万 | 0.05% | 5,705 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $55.89万 | 0.05% | 1,806 | 359 | 24.8% | $11.11万 | 加仓 |
| DLTR | DOLLAR TREE INC | $56.06万 | 0.05% | 5,119 | 1,514 | 42.0% | $16.58万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $56.91万 | 0.05% | 6,683 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $57.33万 | 0.05% | 2,891 | -12 | -0.4% | -$2,379 | 减仓 |
| ITOT | ISHARES TR | $57.51万 | 0.05% | 4,038 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $58.09万 | 0.05% | 2,719 | -33 | -1.2% | -$7,051 | 减仓 |
| IWB | ISHARES TR | $58.73万 | 0.05% | 1,647 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $59.03万 | 0.05% | 6,608 | 0 | 0.0% | — | 不变 |
| DIA | SPDR DOW JONES INDL AVERAGE | $59.80万 | 0.05% | 1,291 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $60.91万 | 0.05% | 26,579 | -7,992 | -23.1% | -$18.31万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $61.02万 | 0.05% | 32,116 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $61.69万 | 0.05% | 2,148 | 317 | 17.3% | $9.10万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $61.78万 | 0.05% | 31,632 | -97,906 | -75.6% | -$191.21万 | 减仓 |
| DOL | WISDOMTREE TR | $63.40万 | 0.05% | 9,325 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $63.69万 | 0.05% | 4,101 | 39 | 1.0% | $6,057 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $66.66万 | 0.05% | 669 | 201 | 42.9% | $20.03万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.13万 | 0.06% | 2,404 | -74 | -3.0% | -$2.07万 | 减仓 |
| V | VISA INC | $68.85万 | 0.06% | 2,278 | 167 | 7.9% | $5.05万 | 加仓 |
| WELL | WELLTOWER INC | $69.30万 | 0.06% | 3,505 | 8 | 0.2% | $1,582 | 加仓 |
| NFLX | NETFLIX INC | $70.07万 | 0.06% | 7,288 | 379 | 5.5% | $3.64万 | 加仓 |
| HD | HOME DEPOT INC | $72.88万 | 0.06% | 2,216 | 210 | 10.5% | $6.91万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $73.17万 | 0.06% | 4,524 | -166,639 | -97.4% | -$2,695.05万 | 减仓 |
| AOR | ISHARES TR | $76.44万 | 0.06% | 11,879 | -384 | -3.1% | -$2.47万 | 减仓 |
| MO | ALTRIA GROUP INC | $80.00万 | 0.07% | 12,123 | 12,123 | — | $80.00万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $81.45万 | 0.07% | 11,929 | 813 | 7.3% | $5.55万 | 加仓 |
| PAVE | GLOBAL X FDS | $81.64万 | 0.07% | 16,068 | -288,058 | -94.7% | -$1,463.59万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $82.02万 | 0.07% | 16,134 | 4,002 | 33.0% | $20.34万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $82.59万 | 0.07% | 10,997 | -50 | -0.5% | -$3,755 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $82.63万 | 0.07% | 15,649 | 0 | 0.0% | — | 不变 |
| TECL | DIREXION SHS ETF TR | $82.79万 | 0.07% | 9,565 | -17 | -0.2% | -$1,471 | 减仓 |
| HSY | HERSHEY CO | $84.20万 | 0.07% | 4,050 | 18 | 0.4% | $3,742 | 加仓 |
| PPL | PPL CORP | $84.31万 | 0.07% | 22,071 | 3,822 | 20.9% | $14.60万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $84.39万 | 0.07% | 4,056 | 38 | 0.9% | $7,907 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $88.81万 | 0.07% | 15,995 | 81 | 0.5% | $4,497 | 加仓 |
| LLY | ELI LILLY & CO | $94.18万 | 0.08% | 1,024 | 49 | 5.0% | $4.51万 | 加仓 |
| AOA | ISHARES TR | $94.89万 | 0.08% | 10,724 | 155 | 1.5% | $1.37万 | 加仓 |
| FNB | F N B CORP | $97.96万 | 0.08% | 58,587 | 40 | 0.1% | $669 | 加仓 |
| STBA | S & T BANCORP INC | $103.14万 | 0.08% | 24,656 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $104.24万 | 0.09% | 8,666 | 843 | 10.8% | $10.14万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $113.12万 | 0.09% | 14,828 | 4,510 | 43.7% | $34.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.19万 | 0.09% | 4,711 | 1,345 | 40.0% | $32.60万 | 加仓 |
| CAT | CATERPILLAR INC | $115.06万 | 0.09% | 1,624 | -278 | -14.6% | -$19.70万 | 减仓 |
| IEMG | ISHARES INC | $115.60万 | 0.10% | 16,574 | -422 | -2.5% | -$2.94万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $118.01万 | 0.10% | 38,117 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $124.09万 | 0.10% | 8,379 | 189 | 2.3% | $2.80万 | 加仓 |
| CVX | CHEVRON CORP NEW | $127.77万 | 0.11% | 6,175 | 437 | 7.6% | $9.04万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $135.15万 | 0.11% | 9,239 | -155 | -1.6% | -$2.27万 | 减仓 |
| IJH | ISHARES TR | $138.71万 | 0.11% | 20,540 | -10,153 | -33.1% | -$68.56万 | 减仓 |
| VHT | VANGUARD WORLD FD | $140.79万 | 0.12% | 5,170 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $151.19万 | 0.12% | 4,067 | 5 | 0.1% | $1,859 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $168.36万 | 0.14% | 57,228 | 57,228 | — | $168.36万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $172.87万 | 0.14% | 12,498 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $175.61万 | 0.14% | 19,398 | -3,460 | -15.1% | -$31.32万 | 减仓 |
| SHY | ISHARES TR | $177.44万 | 0.15% | 21,490 | -34,248 | -61.4% | -$282.79万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $179.46万 | 0.15% | 22,888 | 2,470 | 12.1% | $19.37万 | 加仓 |
| CSL | CARLISLE COS INC | $182.09万 | 0.15% | 5,458 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $183.29万 | 0.15% | 11,086 | 8,323 | 301.2% | $137.61万 | 加仓 |
| ES | EVERSOURCE ENERGY | $187.71万 | 0.15% | 27,094 | 1,025 | 3.9% | $7.10万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $200.58万 | 0.16% | 13,887 | -25,976 | -65.2% | -$375.19万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $223.80万 | 0.18% | 29,239 | 5,234 | 21.8% | $40.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $229.99万 | 0.19% | 3,849 | 232 | 6.4% | $13.86万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $232.30万 | 0.19% | 77,047 | 5,230 | 7.3% | $15.77万 | 加仓 |
| AMZN | AMAZON COM INC | $235.70万 | 0.19% | 11,317 | 277 | 2.5% | $5.77万 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $240.67万 | 0.20% | 136,901 | 4 | 0.0% | $70 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $244.12万 | 0.20% | 21,086 | 517 | 2.5% | $5.99万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $246.70万 | 0.20% | 78,144 | 33,692 | 75.8% | $106.37万 | 加仓 |
| AMT | AMERICAN TOWER CORP NEW | $248.28万 | 0.20% | 14,386 | 1,083 | 8.1% | $18.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $256.10万 | 0.21% | 4,437 | 18 | 0.4% | $1.04万 | 加仓 |
| DGRW | WISDOMTREE TR | $258.83万 | 0.21% | 29,466 | 152 | 0.5% | $1.34万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $285.68万 | 0.23% | 56,038 | -8,984 | -13.8% | -$45.80万 | 减仓 |
| — | EXXON MOBIL CORP | $299.87万 | 0.25% | 17,675 | 3,924 | 28.5% | $66.57万 | 加仓 |
| ORCL | ORACLE CORP | $306.46万 | 0.25% | 20,832 | 2,160 | 11.6% | $31.78万 | 加仓 |
| GOOG | ALPHABET INC | $310.28万 | 0.26% | 10,816 | 21 | 0.2% | $6,024 | 加仓 |
| O | REALTY INCOME CORP | $326.74万 | 0.27% | 53,407 | 2,203 | 4.3% | $13.48万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $354.57万 | 0.29% | 18,475 | 18,475 | — | $354.57万 | 新建仓 |
| SO | SOUTHERN CO | $355.98万 | 0.29% | 36,881 | 1,228 | 3.4% | $11.85万 | 加仓 |
| QCOM | QUALCOMM INC | $368.31万 | 0.30% | 28,600 | 2,361 | 9.0% | $30.40万 | 加仓 |
| BRO | BROWN & BROWN INC | $374.57万 | 0.31% | 57,441 | -1,871 | -3.2% | -$12.20万 | 减仓 |
| RTX | RTX CORPORATION | $377.60万 | 0.31% | 19,575 | 124 | 0.6% | $2.39万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $383.05万 | 0.31% | 77,855 | -1,571 | -2.0% | -$7.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $387.81万 | 0.32% | 26,452 | -166,889 | -86.3% | -$2,446.76万 | 减仓 |
| MDT | MEDTRONIC PLC | $395.24万 | 0.32% | 45,613 | 2,108 | 4.8% | $18.27万 | 加仓 |