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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $29.95万 | 0.12% | 1,848 | 1,848 | — | $29.95万 | 新建仓 |
| — | MAUI LD & PINEAPPLE INC | $29.94万 | 0.12% | 16,840 | 523 | 3.2% | $9,299 | 加仓 |
| IEI | ISHARES TR | $29.90万 | 0.12% | 2,546 | 10 | 0.4% | $1,175 | 加仓 |
| APH | AMPHENOL CORP | $29.83万 | 0.12% | 1,692 | 3 | 0.2% | $529 | 加仓 |
| SHOP | SHOPIFY INC | $29.20万 | 0.12% | 2,557 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $28.53万 | 0.12% | 5,120 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $28.04万 | 0.11% | 4,922 | 37 | 0.8% | $2,108 | 加仓 |
| — | CADELER A S | $27.92万 | 0.11% | 12,741 | 40 | 0.3% | $876 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $27.26万 | 0.11% | 5,555 | -7,104 | -56.1% | -$34.86万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.11万 | 0.11% | 3,875 | 1 | 0.0% | $70 | 加仓 |
| HYG | ISHARES TR | $27.07万 | 0.11% | 3,385 | -133 | -3.8% | -$1.06万 | 减仓 |
| MSB | MESABI TR | $26.48万 | 0.11% | 10,465 | 570 | 5.8% | $1.44万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $25.50万 | 0.10% | 5,863 | -643 | -9.9% | -$2.80万 | 减仓 |
| LYFT | LYFT INC | $25.47万 | 0.10% | 17,435 | 17,435 | — | $25.47万 | 新建仓 |
| SNA | SNAP ON INC | $25.41万 | 0.10% | 631 | 4 | 0.6% | $1,611 | 加仓 |
| CART | MAPLEBEAR INC | $24.75万 | 0.10% | 5,226 | 5,226 | — | $24.75万 | 新建仓 |
| AON | AON PLC | $23.62万 | 0.10% | 712 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.46万 | 0.10% | 2,559 | 15 | 0.6% | $1,375 | 加仓 |
| GNW | GENWORTH FINL INC | $23.15万 | 0.09% | 24,445 | -625 | -2.5% | -$5,919 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $22.91万 | 0.09% | 2,013 | 3 | 0.1% | $341 | 加仓 |
| IXN | ISHARES TR | $22.86万 | 0.09% | 1,582 | 1,582 | — | $22.86万 | 新建仓 |
| SO | SOUTHERN CO | $22.63万 | 0.09% | 2,365 | 20 | 0.9% | $1,914 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $22.46万 | 0.09% | 4,041 | 13 | 0.3% | $722 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $22.37万 | 0.09% | 4,475 | 550 | 14.0% | $2.75万 | 重新持有 |
| HY | HYSTER-YALE INC | $21.89万 | 0.09% | 6,245 | 6,245 | — | $21.89万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $21.43万 | 0.09% | 24,520 | 24,520 | — | $21.43万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $21.42万 | 0.09% | 579 | 579 | — | $21.42万 | 新建仓 |
| DCI | DONALDSON INC | $21.31万 | 0.09% | 2,373 | 8 | 0.3% | $718 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $20.69万 | 0.08% | 1,144 | 1,144 | — | $20.69万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $20.42万 | 0.08% | 8,176 | 8,176 | — | $20.42万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $20.40万 | 0.08% | 936 | 936 | — | $20.40万 | 新建仓 |
| HYS | PIMCO ETF TR | $20.26万 | 0.08% | 2,167 | 54 | 2.6% | $5,050 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $20.20万 | 0.08% | 486 | 486 | — | $20.20万 | 新建仓 |
| DGRO | ISHARES TR | $20.10万 | 0.08% | 2,652 | 2,652 | — | $20.10万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $13.25万 | 0.05% | 20,475 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $11.74万 | 0.05% | 18,000 | 1,900 | 11.8% | $1.24万 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $8.30万 | 0.03% | 20,966 | -45 | -0.2% | -$178 | 减仓 |
| — | PIMCO HIGH INCOME FD | $7.67万 | 0.03% | 16,453 | -998 | -5.7% | -$4,651 | 减仓 |
| — | MAMMOTH ENERGY SVCS INC | $3.76万 | 0.02% | 11,560 | -6,800 | -37.0% | -$2.21万 | 减仓 |
| 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 |