STEINBERGANNA WEALTH MANAGEMENT
HUNTINGTON NY · SEC CIK 0002089528
$2.46亿2026Q2 申报市值
139持仓数
57.3%前十大占比 · 第一大 17.6%
17 / 12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
CLS 新建仓+$234.35万
BLEICHROEDER ACQ 新建仓+$168.42万
INFQ 新建仓+$136.37万
AMZN 加仓+$113.59万
NOW 新建仓+$99.55万
2026Q2 卖出最多 按季末市值估算
CRWD 减仓-$168.04万
PANW 减仓-$164.78万
IDXX 清仓-$132.33万
PODD 清仓-$127.12万
TMDX 清仓-$115.28万
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 |
|---|---|---|---|---|---|---|---|---|
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -2,355 | -100.0% | -$132.33万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -6,058 | -100.0% | -$127.12万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -11,596 | -100.0% | -$115.28万 | 清仓 |
| XLU | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -8,890 | -100.0% | -$40.80万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -2,057 | -100.0% | -$29.77万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -4,069 | -100.0% | -$26.45万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,560 | -100.0% | -$24.61万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,033 | -100.0% | -$23.35万 | 清仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,819 | -100.0% | -$22.51万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -463 | -100.0% | -$22.19万 | 清仓 |
| IYC | ISHARES TR | $0 | 0.00% | 0 | -2,121 | -100.0% | -$20.55万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -2,797 | -100.0% | -$20.35万 | 清仓 |
| — | MAMMOTH ENERGY SVCS INC | $3.76万 | 0.02% | 11,560 | -6,800 | -37.0% | -$2.21万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $7.67万 | 0.03% | 16,453 | -998 | -5.7% | -$4,651 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $8.30万 | 0.03% | 20,966 | -45 | -0.2% | -$178 | 减仓 |
| MBI | MBIA INC | $11.74万 | 0.05% | 18,000 | 1,900 | 11.8% | $1.24万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $13.25万 | 0.05% | 20,475 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $20.10万 | 0.08% | 2,652 | 2,652 | — | $20.10万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $20.20万 | 0.08% | 486 | 486 | — | $20.20万 | 新建仓 |
| HYS | PIMCO ETF TR | $20.26万 | 0.08% | 2,167 | 54 | 2.6% | $5,050 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $20.40万 | 0.08% | 936 | 936 | — | $20.40万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $20.42万 | 0.08% | 8,176 | 8,176 | — | $20.42万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.69万 | 0.08% | 1,144 | 1,144 | — | $20.69万 | 新建仓 |
| DCI | DONALDSON INC | $21.31万 | 0.09% | 2,373 | 8 | 0.3% | $718 | 加仓 |
| VTI | VANGUARD INDEX FDS | $21.42万 | 0.09% | 579 | 579 | — | $21.42万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $21.43万 | 0.09% | 24,520 | 24,520 | — | $21.43万 | 新建仓 |
| HY | HYSTER-YALE INC | $21.89万 | 0.09% | 6,245 | 6,245 | — | $21.89万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $22.37万 | 0.09% | 4,475 | 550 | 14.0% | $2.75万 | 重新持有 |
| GPIX | GOLDMAN SACHS ETF TR | $22.46万 | 0.09% | 4,041 | 13 | 0.3% | $722 | 加仓 |
| SO | SOUTHERN CO | $22.63万 | 0.09% | 2,365 | 20 | 0.9% | $1,914 | 加仓 |
| IXN | ISHARES TR | $22.86万 | 0.09% | 1,582 | 1,582 | — | $22.86万 | 新建仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.91万 | 0.09% | 2,013 | 3 | 0.1% | $341 | 加仓 |
| GNW | GENWORTH FINL INC | $23.15万 | 0.09% | 24,445 | -625 | -2.5% | -$5,919 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $23.46万 | 0.10% | 2,559 | 15 | 0.6% | $1,375 | 加仓 |
| AON | AON PLC | $23.62万 | 0.10% | 712 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $24.75万 | 0.10% | 5,226 | 5,226 | — | $24.75万 | 新建仓 |
| SNA | SNAP ON INC | $25.41万 | 0.10% | 631 | 4 | 0.6% | $1,611 | 加仓 |
| LYFT | LYFT INC | $25.47万 | 0.10% | 17,435 | 17,435 | — | $25.47万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $25.50万 | 0.10% | 5,863 | -643 | -9.9% | -$2.80万 | 减仓 |
| MSB | MESABI TR | $26.48万 | 0.11% | 10,465 | 570 | 5.8% | $1.44万 | 加仓 |
| HYG | ISHARES TR | $27.07万 | 0.11% | 3,385 | -133 | -3.8% | -$1.06万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.11万 | 0.11% | 3,875 | 1 | 0.0% | $70 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $27.26万 | 0.11% | 5,555 | -7,104 | -56.1% | -$34.86万 | 减仓 |
| — | CADELER A S | $27.92万 | 0.11% | 12,741 | 40 | 0.3% | $876 | 加仓 |
| BAC | BANK OF AMER CORP | $28.04万 | 0.11% | 4,922 | 37 | 0.8% | $2,108 | 加仓 |
| YOU | CLEAR SECURE INC | $28.53万 | 0.12% | 5,120 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $29.20万 | 0.12% | 2,557 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $29.83万 | 0.12% | 1,692 | 3 | 0.2% | $529 | 加仓 |
| IEI | ISHARES TR | $29.90万 | 0.12% | 2,546 | 10 | 0.4% | $1,175 | 加仓 |
| — | MAUI LD & PINEAPPLE INC | $29.94万 | 0.12% | 16,840 | 523 | 3.2% | $9,299 | 加仓 |
| FLEX | FLEX LTD | $29.95万 | 0.12% | 1,848 | 1,848 | — | $29.95万 | 新建仓 |
| AMLP | ALPS ETF TR | $30.80万 | 0.13% | 5,941 | 1,534 | 34.8% | $7.95万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $31.09万 | 0.13% | 6,808 | -8,434 | -55.3% | -$38.52万 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.61万 | 0.13% | 3,923 | 83 | 2.2% | $6,687 | 加仓 |
| VAL | VALARIS LTD | $31.62万 | 0.13% | 4,356 | -388 | -8.2% | -$2.82万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $31.75万 | 0.13% | 5,383 | -1,871 | -25.8% | -$11.04万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $32.10万 | 0.13% | 625 | 1 | 0.2% | $514 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $32.10万 | 0.13% | 16,643 | 238 | 1.5% | $4,591 | 加仓 |
| TDW | TIDEWATER INC NEW | $33.08万 | 0.13% | 4,965 | -100 | -2.0% | -$6,663 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $33.10万 | 0.13% | 6,175 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $33.17万 | 0.13% | 616 | 1 | 0.2% | $539 | 加仓 |
| GLW | CORNING INC | $33.31万 | 0.14% | 1,304 | -894 | -40.7% | -$22.84万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $33.48万 | 0.14% | 2,930 | 11 | 0.4% | $1,257 | 加仓 |
| VB | VANGUARD INDEX FDS | $34.14万 | 0.14% | 1,126 | 80 | 7.6% | $2.43万 | 加仓 |
| ARW | ARROW ELECTRS INC | $34.23万 | 0.14% | 1,604 | -109 | -6.4% | -$2.33万 | 减仓 |
| KLAC | KLA CORP | $35.25万 | 0.14% | 1,168 | -332 | -22.1% | -$10.02万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.81万 | 0.15% | 2,266 | -143 | -5.9% | -$2.26万 | 减仓 |
| IMCB | ISHARES TR | $35.84万 | 0.15% | 3,712 | -246 | -6.2% | -$2.38万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $36.08万 | 0.15% | 20,797 | 429 | 2.1% | $7,443 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.25万 | 0.15% | 759 | 57 | 8.1% | $2.72万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.38万 | 0.15% | 4,857 | -57 | -1.2% | -$4,269 | 减仓 |
| AMGN | AMGEN INC | $38.16万 | 0.16% | 1,054 | 4 | 0.4% | $1,448 | 加仓 |
| WFC | WELLS FARGO & CO | $38.34万 | 0.16% | 4,639 | -1,448 | -23.8% | -$11.97万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $38.65万 | 0.16% | 1,617 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $38.73万 | 0.16% | 2,611 | 4 | 0.2% | $593 | 加仓 |
| CSCO | CISCO SYS INC | $39.31万 | 0.16% | 3,347 | 9 | 0.3% | $1,057 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $40.11万 | 0.16% | 5,559 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $40.71万 | 0.17% | 45,644 | 871 | 1.9% | $7,769 | 加仓 |
| LQD | ISHARES TR | $40.85万 | 0.17% | 3,745 | -169 | -4.3% | -$1.84万 | 减仓 |
| QCOM | QUALCOMM INC | $41.66万 | 0.17% | 2,254 | -15 | -0.7% | -$2,772 | 减仓 |
| IWR | ISHARES TR | $42.07万 | 0.17% | 3,814 | 5 | 0.1% | $552 | 加仓 |
| BA | BOEING CO | $43.03万 | 0.17% | 1,988 | 10 | 0.5% | $2,165 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $43.81万 | 0.18% | 13,118 | -151 | -1.1% | -$5,043 | 减仓 |
| IVV | ISHARES TR | $47.35万 | 0.19% | 632 | 1 | 0.2% | $749 | 加仓 |
| HD | HOME DEPOT INC | $48.36万 | 0.20% | 1,371 | -450 | -24.7% | -$15.87万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.51万 | 0.20% | 690 | 2 | 0.3% | $1,406 | 加仓 |
| HDV | ISHARES TR | $48.75万 | 0.20% | 17,785 | -395 | -2.2% | -$1.08万 | 减仓 |
| CAT | CATERPILLAR INC | $50.16万 | 0.20% | 471 | -26 | -5.2% | -$2.77万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $50.22万 | 0.20% | 8,892 | 2,954 | 49.7% | $16.68万 | 加仓 |
| MS | MORGAN STANLEY | $50.73万 | 0.21% | 2,427 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $52.38万 | 0.21% | 11,021 | 24 | 0.2% | $1,141 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $52.74万 | 0.21% | 34,720 | 2,500 | 7.8% | $3.80万 | 加仓 |
| IJH | ISHARES TR | $53.03万 | 0.22% | 6,877 | 10 | 0.1% | $771 | 加仓 |
| IYW | ISHARES TR | $53.19万 | 0.22% | 2,109 | 1 | 0.0% | $252 | 加仓 |
| DVY | ISHARES TR | $56.33万 | 0.23% | 3,604 | -39 | -1.1% | -$6,096 | 减仓 |
| GDRX | GOODRX HLDGS INC | $64.09万 | 0.26% | 222,529 | 1,948 | 0.9% | $5,610 | 加仓 |
| META | META PLATFORMS INC | $65.42万 | 0.27% | 1,161 | -494 | -29.8% | -$27.84万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $67.36万 | 0.27% | 6,859 | 6,859 | — | $67.36万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $71.53万 | 0.29% | 1,404 | 9 | 0.6% | $4,585 | 加仓 |
| INTC | INTEL CORP | $72.30万 | 0.29% | 5,178 | -50 | -1.0% | -$6,981 | 减仓 |