STEINBERGANNA WEALTH MANAGEMENT
HUNTINGTON NY · SEC CIK 0002089528
$2.08亿2026Q1 申报市值
132持仓数
57.4%前十大占比 · 第一大 18.0%
13 / 9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
SGOV 新建仓+$233.92万
ELAN 新建仓+$147.05万
IDXX 新建仓+$132.33万
SPY 加仓+$131.89万
ITOT 加仓+$118.20万
2026Q1 卖出最多 按季末市值估算
EQIX 清仓-$142.96万
PODD 减仓-$113.40万
ZTS 清仓-$98.43万
MBB 清仓-$82.52万
IEI 减仓-$46.81万
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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $84.29万 | 0.40% | 1,395 | 8 | 0.6% | $4,834 | 加仓 |
| TSLA | TESLA INC | $85.24万 | 0.41% | 2,293 | -226 | -9.0% | -$8.40万 | 减仓 |
| LLY | ELI LILLY & CO | $86.23万 | 0.41% | 938 | 5 | 0.5% | $4,597 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $90.33万 | 0.43% | 7,173 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $90.90万 | 0.44% | 16,373 | 80 | 0.5% | $4,442 | 加仓 |
| META | META PLATFORMS INC | $94.68万 | 0.45% | 1,655 | -32 | -1.9% | -$1.83万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $107.09万 | 0.51% | 1,570 | -434 | -21.7% | -$29.60万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $115.28万 | 0.55% | 11,596 | 11,596 | — | $115.28万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $119.63万 | 0.57% | 67,396 | -2,341 | -3.4% | -$4.16万 | 减仓 |
| PODD | INSULET CORP | $127.12万 | 0.61% | 6,058 | -5,404 | -47.1% | -$113.40万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $127.75万 | 0.61% | 80,450 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $132.33万 | 0.64% | 2,355 | 2,355 | — | $132.33万 | 新建仓 |
| AMZN | AMAZON COM INC | $136.98万 | 0.66% | 6,577 | 139 | 2.2% | $2.89万 | 加仓 |
| IGIB | ISHARES TR | $141.18万 | 0.68% | 26,527 | -314 | -1.2% | -$1.67万 | 减仓 |
| AVGO | BROADCOM INC | $145.28万 | 0.70% | 4,694 | 13 | 0.3% | $4,023 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $147.05万 | 0.71% | 61,449 | 61,449 | — | $147.05万 | 新建仓 |
| IWM | ISHARES TR | $151.74万 | 0.73% | 6,119 | 1,064 | 21.0% | $26.39万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.63万 | 0.76% | 29,348 | 9,868 | 50.7% | $53.34万 | 加仓 |
| AGG | ISHARES TR | $170.58万 | 0.82% | 17,183 | -473 | -2.7% | -$4.70万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $177.78万 | 0.85% | 21,484 | -4,034 | -15.8% | -$33.38万 | 减仓 |
| FTNT | FORTINET INC | $178.19万 | 0.86% | 21,805 | 190 | 0.9% | $1.55万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $191.27万 | 0.92% | 29,849 | 8,367 | 38.9% | $53.62万 | 加仓 |
| BTU | PEABODY ENGR CORP | $203.45万 | 0.98% | 61,744 | 703 | 1.2% | $2.32万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $215.44万 | 1.03% | 27,178 | 153 | 0.6% | $1.21万 | 加仓 |
| SGOV | ISHARES TR | $233.92万 | 1.12% | 23,239 | 23,239 | — | $233.92万 | 新建仓 |
| URI | UNITED RENTALS INC | $247.88万 | 1.19% | 3,402 | 29 | 0.9% | $2.11万 | 加仓 |
| GOOGL | ALPHABET INC | $250.59万 | 1.20% | 8,714 | -528 | -5.7% | -$15.18万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $275.90万 | 1.33% | 7,067 | 52 | 0.7% | $2.03万 | 加仓 |
| ILCG | ISHARES TR | $278.53万 | 1.34% | 29,171 | -2,367 | -7.5% | -$22.60万 | 减仓 |
| GOOG | ALPHABET INC | $278.91万 | 1.34% | 9,723 | 6 | 0.1% | $1,721 | 加仓 |
| ISCG | ISHARES TR | $280.98万 | 1.35% | 51,273 | 1,637 | 3.3% | $8.97万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $284.38万 | 1.37% | 17,738 | 424 | 2.4% | $6.80万 | 加仓 |
| IGSB | ISHARES TR | $319.81万 | 1.54% | 60,847 | 5,944 | 10.8% | $31.24万 | 加仓 |
| MSFT | MICROSOFT CORP | $337.04万 | 1.62% | 9,105 | 7 | 0.1% | $2,591 | 加仓 |
| NVDA | NVIDIA CORPORATION | $367.13万 | 1.76% | 21,051 | -2,275 | -9.8% | -$39.68万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $379.16万 | 1.82% | 17,631 | -610 | -3.3% | -$13.12万 | 减仓 |
| IMCG | ISHARES TR | $415.55万 | 2.00% | 52,755 | -3,197 | -5.7% | -$25.18万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $521.41万 | 2.50% | 27,168 | -13 | -0.0% | -$2,495 | 减仓 |
| IYY | ISHARES TR | $579.90万 | 2.79% | 36,598 | -1,586 | -4.2% | -$25.13万 | 减仓 |
| AAPL | APPLE INC | $1,227.83万 | 5.90% | 48,380 | -865 | -1.8% | -$21.95万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,166.67万 | 10.41% | 33,316 | 2,028 | 6.5% | $131.89万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,209.72万 | 10.61% | 38,285 | 1,604 | 4.4% | $92.58万 | 加仓 |
| ITOT | ISHARES TR | $3,745.99万 | 17.99% | 263,005 | 8,299 | 3.3% | $118.20万 | 加仓 |