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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $27.41万 | 0.13% | 1,046 | 61 | 6.2% | $1.60万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $26.45万 | 0.13% | 4,069 | 4,069 | — | $26.45万 | 新建仓 |
| CSCO | CISCO SYS INC | $25.90万 | 0.12% | 3,338 | 52 | 1.6% | $4,035 | 加仓 |
| — | MAUI LD & PINEAPPLE INC | $25.11万 | 0.12% | 16,317 | 1,200 | 7.9% | $1.85万 | 加仓 |
| YOU | CLEAR SECURE INC | $24.79万 | 0.12% | 5,120 | 5,120 | — | $24.79万 | 新建仓 |
| NFLX | NETFLIX INC. | $24.61万 | 0.12% | 2,560 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $24.57万 | 0.12% | 1,713 | -172 | -9.1% | -$2.47万 | 重新持有 |
| BAC | BANK AMERICA CORP | $23.81万 | 0.11% | 4,885 | 55 | 1.1% | $2,681 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $23.72万 | 0.11% | 702 | 11 | 1.6% | $3,717 | 加仓 |
| — | HONEYWELL INTL INC | $23.35万 | 0.11% | 1,033 | 1,033 | — | $23.35万 | 新建仓 |
| AMLP | ALPS ETF TR | $23.20万 | 0.11% | 4,407 | 28 | 0.6% | $1,474 | 加仓 |
| INTC | INTEL CORP | $23.07万 | 0.11% | 5,228 | 5,228 | — | $23.07万 | 新建仓 |
| AON | AON PLC | $22.98万 | 0.11% | 712 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $22.79万 | 0.11% | 627 | 4 | 0.6% | $1,454 | 加仓 |
| SO | SOUTHERN CO | $22.64万 | 0.11% | 2,345 | 18 | 0.8% | $1,738 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $22.51万 | 0.11% | 8,819 | -170 | -1.9% | -$4,340 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.19万 | 0.11% | 463 | -6 | -1.3% | -$2,875 | 减仓 |
| KLAC | KLA CORP | $22.10万 | 0.11% | 150 | -66 | -30.6% | -$9.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $21.68万 | 0.10% | 2,544 | 31 | 1.2% | $2,642 | 重新持有 |
| RPV | INVESCO EXCHANGE TRADED FD T | $21.59万 | 0.10% | 2,010 | 2,010 | — | $21.59万 | 新建仓 |
| APH | AMPHENOL CORP | $21.34万 | 0.10% | 1,689 | 3 | 0.2% | $379 | 加仓 |
| IYC | ISHARES TR | $20.55万 | 0.10% | 2,121 | 2 | 0.1% | $194 | 加仓 |
| GNW | GENWORTH FINL INC | $20.36万 | 0.10% | 25,070 | 4,040 | 19.2% | $3.28万 | 加仓 |
| WMB | WILLIAMS COS INC | $20.35万 | 0.10% | 2,797 | 2,797 | — | $20.35万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $20.16万 | 0.10% | 4,028 | -6,770 | -62.7% | -$33.88万 | 减仓 |
| DCI | DONALDSON INC | $20.07万 | 0.10% | 2,365 | 8 | 0.3% | $679 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $19.04万 | 0.09% | 32,220 | 32,220 | — | $19.04万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $14.07万 | 0.07% | 20,475 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $9.52万 | 0.05% | 16,100 | 25 | 0.2% | $148 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $8.36万 | 0.04% | 21,011 | 448 | 2.2% | $1,783 | 加仓 |
| — | PIMCO HIGH INCOME FD | $8.08万 | 0.04% | 17,451 | -1,516 | -8.0% | -$7,019 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC | $4.50万 | 0.02% | 18,360 | 4,745 | 34.9% | $1.16万 | 加仓 |
| 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 |