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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC | $43.76万 | 0.03% | 891 | -21 | -2.3% | -$1.03万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $44.12万 | 0.03% | 5,122 | -542 | -9.6% | -$4.67万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $44.18万 | 0.03% | 10,614 | -117 | -1.1% | -$4,870 | 减仓 |
| IVW | ISHARES TR | $44.87万 | 0.03% | 3,262 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $45.05万 | 0.03% | 5,125 | 510 | 11.1% | $4.48万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $45.12万 | 0.03% | 17,255 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $45.27万 | 0.03% | 3,788 | 20 | 0.5% | $2,390 | 加仓 |
| SPYM | SPDR SERIES TRUST | $45.60万 | 0.03% | 5,189 | -24,050 | -82.3% | -$211.35万 | 减仓 |
| — | LEGG MASON ETF INVT | $46.04万 | 0.03% | 8,278 | 192 | 2.4% | $1.07万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $46.08万 | 0.03% | 8,155 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $46.20万 | 0.04% | 4,483 | 104 | 2.4% | $1.07万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $47.18万 | 0.04% | 10,963 | -535 | -4.7% | -$2.30万 | 减仓 |
| NFLX | NETFLIX INC. | $48.30万 | 0.04% | 6,764 | -524 | -7.2% | -$3.74万 | 减仓 |
| SMLF | ISHARES TR | $48.63万 | 0.04% | 5,456 | 5,456 | — | $48.63万 | 新建仓 |
| TFC | TRUIST FINL CORP | $48.68万 | 0.04% | 9,772 | 34 | 0.3% | $1,694 | 加仓 |
| IWM | ISHARES TR | $49.81万 | 0.04% | 1,658 | 340 | 25.8% | $10.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $50.84万 | 0.04% | 15,783 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $50.89万 | 0.04% | 876 | -159 | -15.4% | -$9.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $51.60万 | 0.04% | 447 | 447 | — | $51.60万 | 新建仓 |
| CORP | PIMCO ETF TR | $52.19万 | 0.04% | 5,386 | 49 | 0.9% | $4,748 | 加仓 |
| IBTH | ISHARES TR | $52.47万 | 0.04% | 23,457 | 190 | 0.8% | $4,250 | 加仓 |
| ABBV | ABBVIE INC | $52.84万 | 0.04% | 2,100 | 104 | 5.2% | $2.62万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $53.55万 | 0.04% | 7,516 | 361 | 5.0% | $2.57万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $53.80万 | 0.04% | 2,166 | -238 | -9.9% | -$5.91万 | 减仓 |
| SDY | SPDR SERIES TRUST | $54.18万 | 0.04% | 3,560 | 645 | 22.1% | $9.82万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $54.60万 | 0.04% | 9,170 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $55.20万 | 0.04% | 4,077 | -24 | -0.6% | -$3,249 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $55.32万 | 0.04% | 5,517 | 719 | 15.0% | $7.21万 | 加仓 |
| NBTB | NBT BANCORP INC | $56.93万 | 0.04% | 11,531 | 1 | 0.0% | $49 | 加仓 |
| GE | GE AEROSPACE | $57.74万 | 0.04% | 1,545 | -275 | -15.1% | -$10.28万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $57.95万 | 0.04% | 7,701 | 406 | 5.6% | $3.06万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $58.68万 | 0.04% | 5,459 | 22 | 0.4% | $2,365 | 加仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $61.61万 | 0.05% | 32,116 | 0 | 0.0% | — | 不变 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $62.41万 | 0.05% | 36,054 | 0 | 0.0% | — | 不变 |
| MDYV | SPDR SERIES TRUST | $63.39万 | 0.05% | 6,683 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $63.65万 | 0.05% | 6,608 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $63.95万 | 0.05% | 5,705 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $64.47万 | 0.05% | 23,590 | 23,590 | — | $64.47万 | 新建仓 |
| ITOT | ISHARES TR | $65.91万 | 0.05% | 4,012 | -26 | -0.6% | -$4,271 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $67.44万 | 0.05% | 1,291 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $67.44万 | 0.05% | 1,647 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $69.11万 | 0.05% | 11,730 | -4,338 | -27.0% | -$25.56万 | 减仓 |
| AOR | ISHARES TR | $69.15万 | 0.05% | 9,950 | -1,929 | -16.2% | -$13.41万 | 减仓 |
| DOL | WISDOMTREE TR | $69.34万 | 0.05% | 9,325 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $71.47万 | 0.05% | 4,074 | 24 | 0.6% | $4,210 | 加仓 |
| DLTR | DOLLAR TREE INC | $71.52万 | 0.05% | 5,913 | 794 | 15.5% | $9.60万 | 加仓 |
| AMAT | APPLIED MATLS INC | $72.52万 | 0.06% | 1,003 | 21 | 2.1% | $1.52万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $73.95万 | 0.06% | 14,596 | -1,538 | -9.5% | -$7.79万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $75.87万 | 0.06% | 811 | 142 | 21.2% | $13.28万 | 加仓 |
| VO | VANGUARD INDEX FDS | $76.73万 | 0.06% | 9,523 | 931 | 10.8% | $7.50万 | 加仓 |
| HD | HOME DEPOT INC | $77.80万 | 0.06% | 2,206 | -10 | -0.5% | -$3,527 | 减仓 |
| WELL | WELLTOWER INC | $80.05万 | 0.06% | 3,527 | 22 | 0.6% | $4,993 | 加仓 |
| V | VISA INC | $80.25万 | 0.06% | 2,339 | 61 | 2.7% | $2.09万 | 加仓 |
| PPL | PPL CORP | $80.28万 | 0.06% | 22,085 | 14 | 0.1% | $509 | 加仓 |
| AVGO | BROADCOM INC | $83.18万 | 0.06% | 2,202 | 396 | 21.9% | $14.96万 | 加仓 |
| LLY | ELI LILLY & CO | $87.80万 | 0.07% | 732 | -292 | -28.5% | -$35.02万 | 减仓 |
| MO | ALTRIA GROUP INC | $87.88万 | 0.07% | 12,214 | 91 | 0.8% | $6,548 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $87.95万 | 0.07% | 15,649 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $90.06万 | 0.07% | 11,110 | -819 | -6.9% | -$6.64万 | 减仓 |
| INTC | INTEL CORP | $90.08万 | 0.07% | 6,451 | 486 | 8.1% | $6.79万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $92.65万 | 0.07% | 4,015 | -5,550 | -58.0% | -$128.07万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $95.22万 | 0.07% | 11,369 | 372 | 3.4% | $3.12万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $96.26万 | 0.07% | 15,663 | -332 | -2.1% | -$2.04万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $101.88万 | 0.08% | 4,138 | 82 | 2.0% | $2.02万 | 加仓 |
| CVX | CHEVRON CORPORATION | $102.77万 | 0.08% | 6,200 | 25 | 0.4% | $4,144 | 加仓 |
| AOA | ISHARES TR | $104.57万 | 0.08% | 10,714 | -10 | -0.1% | -$976 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.31万 | 0.08% | 9,198 | -41 | -0.4% | -$4,783 | 减仓 |
| CMDT | PIMCO ETF TR | $111.89万 | 0.08% | 36,483 | 36,483 | — | $111.89万 | 新建仓 |
| FNB | F N B CORP | $112.37万 | 0.09% | 58,894 | 307 | 0.5% | $5,858 | 加仓 |
| MRK | MERCK & CO INC | $112.39万 | 0.09% | 8,747 | 81 | 0.9% | $1.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $114.84万 | 0.09% | 4,084 | -627 | -13.3% | -$17.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $118.52万 | 0.09% | 2,735 | 16 | 0.6% | $6,934 | 加仓 |
| STBA | S & T BANCORP INC | $121.01万 | 0.09% | 24,656 | 0 | 0.0% | — | 不变 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $131.29万 | 0.10% | 51,026 | 39,556 | 344.9% | $101.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $136.55万 | 0.10% | 8,641 | 262 | 3.1% | $4.14万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $140.54万 | 0.11% | 38,117 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $145.48万 | 0.11% | 18,673 | -4,215 | -18.4% | -$32.84万 | 减仓 |
| VHT | VANGUARD WORLD FD | $154.59万 | 0.12% | 5,170 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $163.35万 | 0.12% | 21,184 | 644 | 3.1% | $4.97万 | 加仓 |
| SHY | ISHARES TR | $166.23万 | 0.13% | 20,245 | -1,245 | -5.8% | -$10.22万 | 减仓 |
| CAT | CATERPILLAR INC | $174.12万 | 0.13% | 1,635 | 11 | 0.7% | $1.17万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $181.74万 | 0.14% | 23,716 | 8,888 | 59.9% | $68.11万 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $184.09万 | 0.14% | 57,261 | 33 | 0.1% | $1,061 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $184.37万 | 0.14% | 60,232 | -16,815 | -21.8% | -$51.47万 | 减仓 |
| IEFA | ISHARES TR | $193.55万 | 0.15% | 20,040 | 642 | 3.3% | $6.20万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $196.16万 | 0.15% | 12,498 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC | $198.06万 | 0.15% | 5,460 | 2 | 0.0% | $726 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $201.43万 | 0.15% | 11,134 | 48 | 0.4% | $8,684 | 加仓 |
| PG | PROCTER & GAMBLE CO | $204.98万 | 0.16% | 13,979 | 92 | 0.7% | $1.35万 | 加仓 |
| ES | EVERSOURCE ENERGY | $204.99万 | 0.16% | 28,364 | 1,270 | 4.7% | $9.18万 | 加仓 |
| TSLA | TESLA INC | $212.87万 | 0.16% | 5,061 | 994 | 24.4% | $41.81万 | 加仓 |
| — | EXXON MOBIL CORP | $243.26万 | 0.18% | 17,792 | 117 | 0.7% | $1.60万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $253.51万 | 0.19% | 21,710 | 624 | 3.0% | $7.29万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $259.90万 | 0.20% | 15,889 | 1,503 | 10.4% | $24.59万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $267.51万 | 0.20% | 3,895 | 46 | 1.2% | $3.16万 | 加仓 |
| AMZN | AMAZON COM INC | $270.18万 | 0.20% | 11,336 | 19 | 0.2% | $4,528 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $278.33万 | 0.21% | 136,906 | 5 | 0.0% | $102 | 加仓 |
| DGRW | WISDOMTREE TR | $278.67万 | 0.21% | 29,143 | -323 | -1.1% | -$3.09万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $284.93万 | 0.22% | 57,818 | -49,117 | -45.9% | -$242.05万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $286.36万 | 0.22% | 56,149 | 111 | 0.2% | $5,661 | 加仓 |