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 |
|---|---|---|---|---|---|---|---|---|
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -1,866 | -100.0% | -$142.96万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -7,823 | -100.0% | -$98.43万 | 清仓 |
| MBB | ISHARES TR | $0 | 0.00% | 0 | -8,666 | -100.0% | -$82.52万 | 清仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | -6,700 | -100.0% | -$28.72万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -8,422 | -100.0% | -$26.07万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -356 | -100.0% | -$23.99万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -1,713 | -100.0% | -$22.74万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,786 | -100.0% | -$22.65万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,100 | -100.0% | -$20.22万 | 清仓 |
| HYS | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MAMMOTH ENERGY SVCS INC | $4.50万 | 0.02% | 18,360 | 4,745 | 34.9% | $1.16万 | 加仓 |
| — | PIMCO HIGH INCOME FD | $8.08万 | 0.04% | 17,451 | -1,516 | -8.0% | -$7,019 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $8.36万 | 0.04% | 21,011 | 448 | 2.2% | $1,783 | 加仓 |
| MBI | MBIA INC | $9.52万 | 0.05% | 16,100 | 25 | 0.2% | $148 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $14.07万 | 0.07% | 20,475 | 0 | 0.0% | — | 不变 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $19.04万 | 0.09% | 32,220 | 32,220 | — | $19.04万 | 新建仓 |
| DCI | DONALDSON INC | $20.07万 | 0.10% | 2,365 | 8 | 0.3% | $679 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $20.16万 | 0.10% | 4,028 | -6,770 | -62.7% | -$33.88万 | 减仓 |
| WMB | WILLIAMS COS INC | $20.35万 | 0.10% | 2,797 | 2,797 | — | $20.35万 | 新建仓 |
| GNW | GENWORTH FINL INC | $20.36万 | 0.10% | 25,070 | 4,040 | 19.2% | $3.28万 | 加仓 |
| IYC | ISHARES TR | $20.55万 | 0.10% | 2,121 | 2 | 0.1% | $194 | 加仓 |
| APH | AMPHENOL CORP | $21.34万 | 0.10% | 1,689 | 3 | 0.2% | $379 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $21.59万 | 0.10% | 2,010 | 2,010 | — | $21.59万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $21.68万 | 0.10% | 2,544 | 31 | 1.2% | $2,642 | 重新持有 |
| KLAC | KLA CORP | $22.10万 | 0.11% | 150 | -66 | -30.6% | -$9.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.19万 | 0.11% | 463 | -6 | -1.3% | -$2,875 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $22.51万 | 0.11% | 8,819 | -170 | -1.9% | -$4,340 | 减仓 |
| SO | SOUTHERN CO | $22.64万 | 0.11% | 2,345 | 18 | 0.8% | $1,738 | 加仓 |
| SNA | SNAP ON INC | $22.79万 | 0.11% | 627 | 4 | 0.6% | $1,454 | 加仓 |
| AON | AON PLC | $22.98万 | 0.11% | 712 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $23.07万 | 0.11% | 5,228 | 5,228 | — | $23.07万 | 新建仓 |
| AMLP | ALPS ETF TR | $23.20万 | 0.11% | 4,407 | 28 | 0.6% | $1,474 | 加仓 |
| — | HONEYWELL INTL INC | $23.35万 | 0.11% | 1,033 | 1,033 | — | $23.35万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.72万 | 0.11% | 702 | 11 | 1.6% | $3,717 | 加仓 |
| BAC | BANK AMERICA CORP | $23.81万 | 0.11% | 4,885 | 55 | 1.1% | $2,681 | 加仓 |
| ARW | ARROW ELECTRS INC | $24.57万 | 0.12% | 1,713 | -172 | -9.1% | -$2.47万 | 重新持有 |
| NFLX | NETFLIX INC. | $24.61万 | 0.12% | 2,560 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $24.79万 | 0.12% | 5,120 | 5,120 | — | $24.79万 | 新建仓 |
| — | MAUI LD & PINEAPPLE INC | $25.11万 | 0.12% | 16,317 | 1,200 | 7.9% | $1.85万 | 加仓 |
| CSCO | CISCO SYS INC | $25.90万 | 0.12% | 3,338 | 52 | 1.6% | $4,035 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $26.45万 | 0.13% | 4,069 | 4,069 | — | $26.45万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $27.41万 | 0.13% | 1,046 | 61 | 6.2% | $1.60万 | 加仓 |
| VO | VANGUARD INDEX FDS | $27.57万 | 0.13% | 960 | 47 | 5.1% | $1.35万 | 加仓 |
| HYG | ISHARES TR | $27.99万 | 0.13% | 3,518 | -54 | -1.5% | -$4,297 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $28.40万 | 0.14% | 6,506 | 29 | 0.4% | $1,266 | 加仓 |
| QCOM | QUALCOMM INC | $29.22万 | 0.14% | 2,269 | 214 | 10.4% | $2.76万 | 加仓 |
| IJT | ISHARES TR | $29.77万 | 0.14% | 2,057 | 3 | 0.1% | $434 | 加仓 |
| GLW | CORNING INC | $29.88万 | 0.14% | 2,198 | -284 | -11.4% | -$3.86万 | 减仓 |
| — | CADELER A S | $29.89万 | 0.14% | 12,701 | 1,270 | 11.1% | $2.99万 | 加仓 |
| IEI | ISHARES TR | $30.08万 | 0.14% | 2,536 | -3,947 | -60.9% | -$46.81万 | 减仓 |
| SHOP | SHOPIFY INC | $30.33万 | 0.15% | 2,557 | -300 | -10.5% | -$3.56万 | 减仓 |
| MUSA | MURPHY USA INC | $30.37万 | 0.15% | 615 | 1 | 0.2% | $494 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $30.49万 | 0.15% | 6,175 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $30.65万 | 0.15% | 20,368 | 1,940 | 10.5% | $2.92万 | 加仓 |
| MSB | MESABI TR | $31.10万 | 0.15% | 9,895 | 691 | 7.5% | $2.17万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $31.17万 | 0.15% | 16,405 | 227 | 1.4% | $4,313 | 加仓 |
| MA | MASTERCARD INCORPORATED | $31.20万 | 0.15% | 624 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $32.41万 | 0.16% | 2,607 | 801 | 44.4% | $9.96万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $32.43万 | 0.16% | 3,874 | 462 | 13.5% | $3.87万 | 加仓 |
| IMCB | ISHARES TR | $33.02万 | 0.16% | 3,958 | -1,379 | -25.8% | -$11.51万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $33.66万 | 0.16% | 5,938 | -4,130 | -41.0% | -$23.41万 | 重新持有 |
| PIE | INVESCO EXCH TRADED FD TR II | $34.54万 | 0.17% | 13,269 | 13,269 | — | $34.54万 | 新建仓 |
| CAT | CATERPILLAR INC | $35.18万 | 0.17% | 497 | 4 | 0.8% | $2,831 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.68万 | 0.17% | 2,409 | 9 | 0.4% | $1,333 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.94万 | 0.17% | 4,914 | -2,943 | -37.5% | -$21.52万 | 减仓 |
| AMGN | AMGEN INC | $36.95万 | 0.18% | 1,050 | 80 | 8.2% | $2.81万 | 加仓 |
| JOBY | JOBY AVIATION INC | $36.98万 | 0.18% | 44,773 | 5,700 | 14.6% | $4.71万 | 加仓 |
| IWR | ISHARES TR | $37.03万 | 0.18% | 3,809 | 6 | 0.2% | $583 | 加仓 |
| IYW | ISHARES TR | $38.25万 | 0.18% | 2,108 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $39.37万 | 0.19% | 1,978 | -235 | -10.6% | -$4.68万 | 减仓 |
| MS | MORGAN STANLEY | $39.94万 | 0.19% | 2,427 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $39.99万 | 0.19% | 5,559 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $40.80万 | 0.20% | 8,890 | 118 | 1.3% | $5,415 | 加仓 |
| IVV | ISHARES TR | $41.22万 | 0.20% | 631 | 1 | 0.2% | $653 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $41.50万 | 0.20% | 2,919 | 11 | 0.4% | $1,564 | 加仓 |
| TDW | TIDEWATER INC NEW | $42.32万 | 0.20% | 5,065 | 270 | 5.6% | $2.26万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.44万 | 0.20% | 688 | 2 | 0.3% | $1,234 | 加仓 |
| LQD | ISHARES TR | $42.66万 | 0.20% | 3,914 | -59 | -1.5% | -$6,430 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $43.20万 | 0.21% | 7,254 | 7,254 | — | $43.20万 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $43.23万 | 0.21% | 220,581 | 141,762 | 179.9% | $27.79万 | 加仓 |
| CSX | CSX CORP | $45.14万 | 0.22% | 10,997 | 27 | 0.2% | $1,108 | 加仓 |
| LNG | CHENIERE ENERGY INC | $45.88万 | 0.22% | 1,617 | -370 | -18.6% | -$10.50万 | 减仓 |
| IJH | ISHARES TR | $46.37万 | 0.22% | 6,867 | 2,081 | 43.5% | $14.05万 | 加仓 |
| VAL | VALARIS LTD | $46.51万 | 0.22% | 4,744 | 111 | 2.4% | $1.09万 | 加仓 |
| WFC | WELLS FARGO & CO | $48.46万 | 0.23% | 6,087 | 52 | 0.9% | $4,140 | 加仓 |
| HDV | ISHARES TR | $49.34万 | 0.24% | 3,636 | -203 | -5.3% | -$2.75万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $49.91万 | 0.24% | 9,908 | 52 | 0.5% | $2,619 | 加仓 |
| DVY | ISHARES TR | $55.16万 | 0.26% | 3,643 | -345 | -8.7% | -$5.22万 | 减仓 |
| HD | HOME DEPOT INC | $59.88万 | 0.29% | 1,821 | 14 | 0.8% | $4,604 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $62.61万 | 0.30% | 12,659 | 58 | 0.5% | $2,869 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $63.95万 | 0.31% | 13,882 | 76 | 0.6% | $3,501 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.23万 | 0.32% | 1,960 | -544 | -21.7% | -$18.38万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $68.68万 | 0.33% | 15,242 | 400 | 2.7% | $1.80万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $69.90万 | 0.34% | 14,115 | 3,373 | 31.4% | $16.70万 | 加仓 |
| BX | BLACKSTONE INC | $70.68万 | 0.34% | 6,147 | -497 | -7.5% | -$5.71万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $72.57万 | 0.35% | 15,526 | 6 | 0.0% | $280 | 加仓 |
| MRK | MERCK & CO INC | $72.65万 | 0.35% | 6,040 | 63 | 1.1% | $7,578 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.12万 | 0.37% | 2,622 | -282 | -9.7% | -$8.29万 | 减仓 |
| MGNI | MAGNITE INC | $82.00万 | 0.39% | 69,024 | 0 | 0.0% | — | 不变 |