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 |
|---|---|---|---|---|---|---|---|---|
| BX | BLACKSTONE INC | $73.01万 | 0.30% | 6,204 | 57 | 0.9% | $6,708 | 加仓 |
| MRK | MERCK & CO INC | $78.17万 | 0.32% | 6,083 | 43 | 0.7% | $5,526 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $78.54万 | 0.32% | 14,049 | -66 | -0.5% | -$3,690 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $78.54万 | 0.32% | 15,555 | 5,647 | 57.0% | $28.51万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $79.11万 | 0.32% | 17,180 | 3,298 | 23.8% | $15.19万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $80.04万 | 0.33% | 1,572 | 2 | 0.1% | $1,018 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $86.23万 | 0.35% | 2,634 | 12 | 0.5% | $3,929 | 加仓 |
| TSLA | TESLA INC | $94.93万 | 0.39% | 2,257 | -36 | -1.6% | -$1.51万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $99.17万 | 0.40% | 15,532 | 6 | 0.0% | $383 | 加仓 |
| NOW | SERVICENOW INC | $99.55万 | 0.40% | 10,027 | 10,027 | — | $99.55万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $108.10万 | 0.44% | 17,588 | 1,215 | 7.4% | $7.47万 | 加仓 |
| LLY | ELI LILLY & CO | $114.97万 | 0.47% | 959 | 21 | 2.2% | $2.52万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $120.84万 | 0.49% | 7,173 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $121.06万 | 0.49% | 67,706 | 310 | 0.5% | $5,543 | 加仓 |
| MGNI | MAGNITE INC | $131.01万 | 0.53% | 69,024 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $136.37万 | 0.55% | 102,383 | 102,383 | — | $136.37万 | 新建仓 |
| IGIB | ISHARES TR | $139.75万 | 0.57% | 26,284 | -243 | -0.9% | -$1.29万 | 减仓 |
| BTU | PEABODY ENGR CORP | $144.08万 | 0.59% | 62,319 | 575 | 0.9% | $1.33万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $144.25万 | 0.59% | 80,450 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $151.61万 | 0.62% | 61,605 | 156 | 0.3% | $3,839 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $158.89万 | 0.65% | 1,377 | -583 | -29.7% | -$67.27万 | 减仓 |
| — | BLEICHROEDER ACQUISITI CORP | $168.42万 | 0.68% | 163,198 | 163,198 | — | $168.42万 | 新建仓 |
| SGOV | ISHARES TR | $169.33万 | 0.69% | 16,820 | -6,419 | -27.6% | -$64.62万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $170.67万 | 0.69% | 20,650 | -834 | -3.9% | -$6.89万 | 减仓 |
| AGG | ISHARES TR | $176.88万 | 0.72% | 17,870 | 687 | 4.0% | $6.80万 | 加仓 |
| AVGO | BROADCOM INC | $185.66万 | 0.75% | 4,915 | 221 | 4.7% | $8.35万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $186.57万 | 0.76% | 31,256 | 1,908 | 6.5% | $11.39万 | 加仓 |
| IWM | ISHARES TR | $199.50万 | 0.81% | 6,640 | 521 | 8.5% | $15.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $211.10万 | 0.86% | 26,711 | -467 | -1.7% | -$3.69万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $224.15万 | 0.91% | 31,459 | 1,610 | 5.4% | $11.47万 | 加仓 |
| CLS | CELESTICA INC | $234.35万 | 0.95% | 6,424 | 6,424 | — | $234.35万 | 新建仓 |
| AMZN | AMAZON COM INC | $270.35万 | 1.10% | 11,343 | 4,766 | 72.5% | $113.59万 | 加仓 |
| GOOGL | ALPHABET INC | $277.24万 | 1.13% | 7,758 | -956 | -11.0% | -$34.16万 | 减仓 |
| GOOG | ALPHABET INC | $308.14万 | 1.25% | 8,721 | -1,002 | -10.3% | -$35.40万 | 减仓 |
| ISCG | ISHARES TR | $311.79万 | 1.27% | 47,572 | -3,701 | -7.2% | -$24.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $312.98万 | 1.27% | 8,390 | -715 | -7.9% | -$26.67万 | 减仓 |
| FTNT | FORTINET INC | $335.72万 | 1.36% | 21,854 | 49 | 0.2% | $7,527 | 加仓 |
| ILCG | ISHARES TR | $341.16万 | 1.39% | 29,154 | -17 | -0.1% | -$1,989 | 减仓 |
| IGSB | ISHARES TR | $345.68万 | 1.41% | 65,957 | 5,110 | 8.4% | $26.78万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $371.27万 | 1.51% | 4,865 | -2,202 | -31.2% | -$168.04万 | 减仓 |
| URI | UNITED RENTALS INC | $385.93万 | 1.57% | 3,407 | 5 | 0.1% | $5,664 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $412.10万 | 1.68% | 17,416 | -215 | -1.2% | -$5.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $422.43万 | 1.72% | 21,112 | 61 | 0.3% | $1.22万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $440.12万 | 1.79% | 12,906 | -4,832 | -27.2% | -$164.78万 | 减仓 |
| IMCG | ISHARES TR | $500.13万 | 2.03% | 50,878 | -1,877 | -3.6% | -$18.45万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $581.89万 | 2.37% | 27,348 | 180 | 0.7% | $3.83万 | 加仓 |
| IYY | ISHARES TR | $661.04万 | 2.69% | 36,265 | -333 | -0.9% | -$6.07万 | 减仓 |
| AAPL | APPLE INC | $1,397.79万 | 5.68% | 48,306 | -74 | -0.2% | -$2.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,541.27万 | 10.33% | 34,030 | 714 | 2.1% | $53.32万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,822.09万 | 11.47% | 38,323 | 38 | 0.1% | $2.80万 | 加仓 |
| ITOT | ISHARES TR | $4,327.51万 | 17.59% | 263,439 | 434 | 0.2% | $7.13万 | 加仓 |