Stonebridge Wealth Management, LLC
OAK BROOK IL · SEC CIK 0002082460
$1.12亿2026Q2 申报市值
37持仓数
75.3%前十大占比 · 第一大 21.8%
1 / 1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
USFR 加仓+$99.29万
USIO INC 新建仓+$43.92万
DES 加仓+$24.62万
WISDOMTREE TR 加仓+$21.95万
DTH 加仓+$17.36万
2026Q2 卖出最多 按季末市值估算
DGRS 减仓-$30.55万
UNITED HOMES GRO 清仓-$25.33万
SANARA MEDTECH I 减仓-$17.57万
AAPL 减仓-$13.60万
IHDG 减仓-$8.59万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED HOMES GROUP INC | $0 | 0.00% | 0 | -1,387,899 | -100.0% | -$25.33万 | 清仓 |
| — | MURANO GLOBAL INVT PLC | $1,642 | 0.00% | 110,215 | -10,695 | -8.8% | -$159 | 减仓 |
| V | VISA INC | $20.41万 | 0.18% | 595 | 0 | 0.0% | — | 重新持有 |
| KO | COCA COLA CO | $25.63万 | 0.23% | 3,153 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $25.94万 | 0.23% | 700 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $26.49万 | 0.24% | 15,640 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $26.66万 | 0.24% | 815 | 1 | 0.1% | $327 | 加仓 |
| MTUM | ISHARES TR | $35.17万 | 0.31% | 1,026 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $35.33万 | 0.32% | 1,000 | 0 | 0.0% | — | 不变 |
| — | SANUWAVE HEALTH INC | $38.43万 | 0.34% | 38,434 | 1,250 | 3.4% | $1.25万 | 加仓 |
| MSFT | MICROSOFT CORP | $39.10万 | 0.35% | 1,048 | -5 | -0.5% | -$1,866 | 减仓 |
| — | USIO INC | $43.92万 | 0.39% | 177,084 | 177,084 | — | $43.92万 | 新建仓 |
| SLYG | SPDR SERIES TRUST | $51.55万 | 0.46% | 4,327 | -140 | -3.1% | -$1.67万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $57.63万 | 0.52% | 7,606 | 242 | 3.3% | $1.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.53万 | 0.59% | 7,222 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES TR | $81.88万 | 0.73% | 18,914 | -363 | -1.9% | -$1.57万 | 减仓 |
| DLS | WISDOMTREE TR | $89.16万 | 0.80% | 10,641 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $125.61万 | 1.12% | 4,946 | 0 | 0.0% | — | 不变 |
| DVYE | ISHARES INC | $134.72万 | 1.21% | 41,800 | 2,054 | 5.2% | $6.62万 | 加仓 |
| DGRW | WISDOMTREE TR | $137.87万 | 1.23% | 14,419 | -451 | -3.0% | -$4.31万 | 减仓 |
| IHDG | WISDOMTREE TR | $145.38万 | 1.30% | 27,755 | -1,640 | -5.6% | -$8.59万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $152.96万 | 1.37% | 15,109 | -226 | -1.5% | -$2.29万 | 减仓 |
| EMGF | ISHARES INC | $164.67万 | 1.47% | 22,477 | -277 | -1.2% | -$2.03万 | 减仓 |
| AAPL | APPLE INC | $192.37万 | 1.72% | 6,648 | -470 | -6.6% | -$13.60万 | 减仓 |
| INTF | ISHARES TR | $244.60万 | 2.19% | 59,716 | -949 | -1.6% | -$3.89万 | 减仓 |
| GARP | ISHARES TR | $245.03万 | 2.19% | 29,683 | -424 | -1.4% | -$3.50万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $245.14万 | 2.19% | 48,218 | -1,263 | -2.6% | -$6.42万 | 减仓 |
| — | SANARA MEDTECH INC | $305.38万 | 2.73% | 129,452 | -7,447 | -5.4% | -$17.57万 | 减仓 |
| ABBV | ABBVIE INC | $332.60万 | 2.98% | 13,217 | -13 | -0.1% | -$3,271 | 减仓 |
| DGRS | WISDOMTREE TR | $362.90万 | 3.25% | 61,142 | -5,147 | -7.8% | -$30.55万 | 减仓 |
| DEM | WISDOMTREE TR | $516.86万 | 4.63% | 96,088 | 478 | 0.5% | $2.57万 | 加仓 |
| DES | WISDOMTREE TR | $596.65万 | 5.34% | 146,670 | 6,053 | 4.3% | $24.62万 | 加仓 |
| — | WISDOMTREE TR | $632.67万 | 5.66% | 92,101 | 1,065 | 1.2% | $7.32万 | 加仓 |
| DGS | WISDOMTREE TR | $763.19万 | 6.83% | 117,940 | 755 | 0.6% | $4.89万 | 加仓 |
| DTH | WISDOMTREE TR | $800.64万 | 7.17% | 147,966 | 3,208 | 2.2% | $17.36万 | 加仓 |
| DHS | WISDOMTREE TR | $974.44万 | 8.72% | 85,714 | 197 | 0.2% | $2.24万 | 加仓 |
| — | WISDOMTREE TR | $1,002.48万 | 8.98% | 227,568 | 4,983 | 2.2% | $21.95万 | 加仓 |
| USFR | WISDOMTREE TR | $2,430.49万 | 21.76% | 482,720 | 19,719 | 4.3% | $99.29万 | 加仓 |