Stonebridge Wealth Management, LLC
OAK BROOK IL · SEC CIK 0002082460
$1.04亿2026Q1 申报市值
36持仓数
76.1%前十大占比 · 第一大 22.3%
0 / 1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
USFR 加仓+$71.46万
DVYE 加仓+$43.04万
WISDOMTREE TR 加仓+$21.54万
SANARA MEDTECH I 加仓+$3.38万
PWV 加仓+$1.99万
2026Q1 卖出最多 按季末市值估算
UNITED HOMES GRO 清仓-$90.35万
DHS 减仓-$76.02万
DGRS 减仓-$45.88万
UNITED HOMES GRO 减仓-$37.42万
WISDOMTREE TR 减仓-$26.05万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | $2,330.75万 | 22.34% | 463,001 | 14,196 | 3.2% | $71.46万 | 加仓 |
| — | WISDOMTREE TR | $967.36万 | 9.27% | 222,585 | -5,993 | -2.6% | -$26.05万 | 减仓 |
| DHS | WISDOMTREE TR | $934.02万 | 8.95% | 85,517 | -6,960 | -7.5% | -$76.02万 | 减仓 |
| DTH | WISDOMTREE TR | $783.00万 | 7.50% | 144,758 | -2,965 | -2.0% | -$16.04万 | 减仓 |
| DGS | WISDOMTREE TR | $704.28万 | 6.75% | 117,185 | -1,094 | -0.9% | -$6.57万 | 减仓 |
| — | WISDOMTREE TR | $603.84万 | 5.79% | 91,036 | 3,248 | 3.7% | $21.54万 | 加仓 |
| DES | WISDOMTREE TR | $505.38万 | 4.84% | 140,617 | -6,014 | -4.1% | -$21.61万 | 减仓 |
| DEM | WISDOMTREE TR | $475.09万 | 4.55% | 95,610 | -2,904 | -2.9% | -$14.43万 | 减仓 |
| DGRS | WISDOMTREE TR | $351.05万 | 3.36% | 66,289 | -8,663 | -11.6% | -$45.88万 | 减仓 |
| ABBV | ABBVIE INC | $287.73万 | 2.76% | 13,230 | 13 | 0.1% | $2,827 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $245.48万 | 2.35% | 49,481 | -846 | -1.7% | -$4.20万 | 减仓 |
| INTF | ISHARES TR | $236.35万 | 2.27% | 60,665 | 174 | 0.3% | $6,779 | 加仓 |
| — | SANARA MEDTECH INC | $235.19万 | 2.25% | 136,899 | 1,965 | 1.5% | $3.38万 | 加仓 |
| GARP | ISHARES TR | $192.59万 | 1.85% | 30,107 | 218 | 0.7% | $1.39万 | 加仓 |
| AAPL | APPLE INC | $180.65万 | 1.73% | 7,118 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $141.54万 | 1.36% | 29,395 | -1,386 | -4.5% | -$6.67万 | 减仓 |
| EMGF | ISHARES INC | $137.50万 | 1.32% | 22,754 | 6 | 0.0% | $363 | 加仓 |
| DVYE | ISHARES INC | $136.65万 | 1.31% | 39,746 | 12,519 | 46.0% | $43.04万 | 加仓 |
| DGRW | WISDOMTREE TR | $130.62万 | 1.25% | 14,870 | -969 | -6.1% | -$8.51万 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $121.68万 | 1.17% | 15,335 | 69 | 0.5% | $5,475 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $120.90万 | 1.16% | 4,946 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $86.72万 | 0.83% | 10,641 | 139 | 1.3% | $1.13万 | 加仓 |
| ISCF | ISHARES TR | $80.56万 | 0.77% | 19,277 | -21 | -0.1% | -$878 | 减仓 |
| ABT | ABBOTT LABORATORIES | $74.15万 | 0.71% | 7,222 | 0 | 0.0% | — | 不变 |
| — | SANUWAVE HEALTH INC | $64.29万 | 0.62% | 37,184 | -1,200 | -3.1% | -$2.07万 | 减仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $51.33万 | 0.49% | 7,364 | 286 | 4.0% | $1.99万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $43.18万 | 0.41% | 4,467 | 95 | 2.2% | $9,183 | 加仓 |
| MSFT | MICROSOFT CORP | $38.99万 | 0.37% | 1,053 | 5 | 0.5% | $1,851 | 加仓 |
| GOOG | ALPHABET INC | $28.69万 | 0.27% | 1,000 | 0 | 0.0% | — | 不变 |
| — | UNITED HOMES GROUP INC | $25.33万 | 0.24% | 1,387,899 | -2,050,376 | -59.6% | -$37.42万 | 减仓 |
| MTUM | ISHARES TR | $24.62万 | 0.24% | 1,026 | -3 | -0.3% | -$720 | 减仓 |
| KO | COCA COLA CO | $23.98万 | 0.23% | 3,153 | -40 | -1.3% | -$3,042 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $23.96万 | 0.23% | 814 | -32 | -3.8% | -$9,418 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $22.89万 | 0.22% | 700 | 0 | 0.0% | — | 不变 |
| WT | WISDOMTREE INC | $22.77万 | 0.22% | 15,640 | 0 | 0.0% | — | 不变 |
| — | MURANO GLOBAL INVTS PLC | $4,836 | 0.00% | 120,910 | -2,190 | -1.8% | -$88 | 减仓 |
| — | UNITED HOMES GROUP INC | $0 | 0.00% | 0 | -579,149 | -100.0% | -$90.35万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |