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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3,745.99万 | 17.99% | 263,005 | 8,299 | 3.3% | $118.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,209.72万 | 10.61% | 38,285 | 1,604 | 4.4% | $92.58万 | 加仓 |
| 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 |
| AAPL | APPLE INC | $1,227.83万 | 5.90% | 48,380 | -865 | -1.8% | -$21.95万 | 减仓 |
| IYY | ISHARES TR | $579.90万 | 2.79% | 36,598 | -1,586 | -4.2% | -$25.13万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $521.41万 | 2.50% | 27,168 | -13 | -0.0% | -$2,495 | 减仓 |
| IMCG | ISHARES TR | $415.55万 | 2.00% | 52,755 | -3,197 | -5.7% | -$25.18万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $379.16万 | 1.82% | 17,631 | -610 | -3.3% | -$13.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $367.13万 | 1.76% | 21,051 | -2,275 | -9.8% | -$39.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $337.04万 | 1.62% | 9,105 | 7 | 0.1% | $2,591 | 加仓 |
| IGSB | ISHARES TR | $319.81万 | 1.54% | 60,847 | 5,944 | 10.8% | $31.24万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $284.38万 | 1.37% | 17,738 | 424 | 2.4% | $6.80万 | 加仓 |
| ISCG | ISHARES TR | $280.98万 | 1.35% | 51,273 | 1,637 | 3.3% | $8.97万 | 加仓 |
| GOOG | ALPHABET INC | $278.91万 | 1.34% | 9,723 | 6 | 0.1% | $1,721 | 加仓 |
| ILCG | ISHARES TR | $278.53万 | 1.34% | 29,171 | -2,367 | -7.5% | -$22.60万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $275.90万 | 1.33% | 7,067 | 52 | 0.7% | $2.03万 | 加仓 |
| GOOGL | ALPHABET INC | $250.59万 | 1.20% | 8,714 | -528 | -5.7% | -$15.18万 | 减仓 |
| URI | UNITED RENTALS INC | $247.88万 | 1.19% | 3,402 | 29 | 0.9% | $2.11万 | 加仓 |
| SGOV | ISHARES TR | $233.92万 | 1.12% | 23,239 | 23,239 | — | $233.92万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $215.44万 | 1.03% | 27,178 | 153 | 0.6% | $1.21万 | 加仓 |
| BTU | PEABODY ENGR CORP | $203.45万 | 0.98% | 61,744 | 703 | 1.2% | $2.32万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $191.27万 | 0.92% | 29,849 | 8,367 | 38.9% | $53.62万 | 加仓 |
| FTNT | FORTINET INC | $178.19万 | 0.86% | 21,805 | 190 | 0.9% | $1.55万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $177.78万 | 0.85% | 21,484 | -4,034 | -15.8% | -$33.38万 | 减仓 |
| AGG | ISHARES TR | $170.58万 | 0.82% | 17,183 | -473 | -2.7% | -$4.70万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $158.63万 | 0.76% | 29,348 | 9,868 | 50.7% | $53.34万 | 加仓 |
| IWM | ISHARES TR | $151.74万 | 0.73% | 6,119 | 1,064 | 21.0% | $26.39万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $147.05万 | 0.71% | 61,449 | 61,449 | — | $147.05万 | 新建仓 |
| AVGO | BROADCOM INC | $145.28万 | 0.70% | 4,694 | 13 | 0.3% | $4,023 | 加仓 |
| IGIB | ISHARES TR | $141.18万 | 0.68% | 26,527 | -314 | -1.2% | -$1.67万 | 减仓 |
| AMZN | AMAZON COM INC | $136.98万 | 0.66% | 6,577 | 139 | 2.2% | $2.89万 | 加仓 |
| IDXX | IDEXX LABS INC | $132.33万 | 0.64% | 2,355 | 2,355 | — | $132.33万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $127.75万 | 0.61% | 80,450 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $127.12万 | 0.61% | 6,058 | -5,404 | -47.1% | -$113.40万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $119.63万 | 0.57% | 67,396 | -2,341 | -3.4% | -$4.16万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $115.28万 | 0.55% | 11,596 | 11,596 | — | $115.28万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $107.09万 | 0.51% | 1,570 | -434 | -21.7% | -$29.60万 | 减仓 |
| META | META PLATFORMS INC | $94.68万 | 0.45% | 1,655 | -32 | -1.9% | -$1.83万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $90.90万 | 0.44% | 16,373 | 80 | 0.5% | $4,442 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $90.33万 | 0.43% | 7,173 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $86.23万 | 0.41% | 938 | 5 | 0.5% | $4,597 | 加仓 |
| TSLA | TESLA INC | $85.24万 | 0.41% | 2,293 | -226 | -9.0% | -$8.40万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $84.29万 | 0.40% | 1,395 | 8 | 0.6% | $4,834 | 加仓 |
| MGNI | MAGNITE INC | $82.00万 | 0.39% | 69,024 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $77.12万 | 0.37% | 2,622 | -282 | -9.7% | -$8.29万 | 减仓 |
| MRK | MERCK & CO INC | $72.65万 | 0.35% | 6,040 | 63 | 1.1% | $7,578 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $72.57万 | 0.35% | 15,526 | 6 | 0.0% | $280 | 加仓 |
| BX | BLACKSTONE INC | $70.68万 | 0.34% | 6,147 | -497 | -7.5% | -$5.71万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $69.90万 | 0.34% | 14,115 | 3,373 | 31.4% | $16.70万 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $68.68万 | 0.33% | 15,242 | 400 | 2.7% | $1.80万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $66.23万 | 0.32% | 1,960 | -544 | -21.7% | -$18.38万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $63.95万 | 0.31% | 13,882 | 76 | 0.6% | $3,501 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $62.61万 | 0.30% | 12,659 | 58 | 0.5% | $2,869 | 加仓 |
| HD | HOME DEPOT INC | $59.88万 | 0.29% | 1,821 | 14 | 0.8% | $4,604 | 加仓 |
| DVY | ISHARES TR | $55.16万 | 0.26% | 3,643 | -345 | -8.7% | -$5.22万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $49.91万 | 0.24% | 9,908 | 52 | 0.5% | $2,619 | 加仓 |
| HDV | ISHARES TR | $49.34万 | 0.24% | 3,636 | -203 | -5.3% | -$2.75万 | 减仓 |
| WFC | WELLS FARGO & CO | $48.46万 | 0.23% | 6,087 | 52 | 0.9% | $4,140 | 加仓 |
| VAL | VALARIS LTD | $46.51万 | 0.22% | 4,744 | 111 | 2.4% | $1.09万 | 加仓 |
| IJH | ISHARES TR | $46.37万 | 0.22% | 6,867 | 2,081 | 43.5% | $14.05万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $45.88万 | 0.22% | 1,617 | -370 | -18.6% | -$10.50万 | 减仓 |
| CSX | CSX CORP | $45.14万 | 0.22% | 10,997 | 27 | 0.2% | $1,108 | 加仓 |
| GDRX | GOODRX HLDGS INC | $43.23万 | 0.21% | 220,581 | 141,762 | 179.9% | $27.79万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $43.20万 | 0.21% | 7,254 | 7,254 | — | $43.20万 | 新建仓 |
| LQD | ISHARES TR | $42.66万 | 0.20% | 3,914 | -59 | -1.5% | -$6,430 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.44万 | 0.20% | 688 | 2 | 0.3% | $1,234 | 加仓 |
| TDW | TIDEWATER INC NEW | $42.32万 | 0.20% | 5,065 | 270 | 5.6% | $2.26万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $41.50万 | 0.20% | 2,919 | 11 | 0.4% | $1,564 | 加仓 |
| IVV | ISHARES TR | $41.22万 | 0.20% | 631 | 1 | 0.2% | $653 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $40.80万 | 0.20% | 8,890 | 118 | 1.3% | $5,415 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $39.99万 | 0.19% | 5,559 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $39.94万 | 0.19% | 2,427 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $39.37万 | 0.19% | 1,978 | -235 | -10.6% | -$4.68万 | 减仓 |
| IYW | ISHARES TR | $38.25万 | 0.18% | 2,108 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $37.03万 | 0.18% | 3,809 | 6 | 0.2% | $583 | 加仓 |
| JOBY | JOBY AVIATION INC | $36.98万 | 0.18% | 44,773 | 5,700 | 14.6% | $4.71万 | 加仓 |
| AMGN | AMGEN INC | $36.95万 | 0.18% | 1,050 | 80 | 8.2% | $2.81万 | 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 |
| VYM | VANGUARD WHITEHALL FDS | $35.68万 | 0.17% | 2,409 | 9 | 0.4% | $1,333 | 加仓 |
| CAT | CATERPILLAR INC | $35.18万 | 0.17% | 497 | 4 | 0.8% | $2,831 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $34.54万 | 0.17% | 13,269 | 13,269 | — | $34.54万 | 新建仓 |
| 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 |
| IMCB | ISHARES TR | $33.02万 | 0.16% | 3,958 | -1,379 | -25.8% | -$11.51万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $32.43万 | 0.16% | 3,874 | 462 | 13.5% | $3.87万 | 加仓 |
| IJR | ISHARES TR | $32.41万 | 0.16% | 2,607 | 801 | 44.4% | $9.96万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $31.20万 | 0.15% | 624 | 0 | 0.0% | — | 不变 |
| FPEI | FIRST TR EXCH TRADED FD III | $31.17万 | 0.15% | 16,405 | 227 | 1.4% | $4,313 | 加仓 |
| MSB | MESABI TR | $31.10万 | 0.15% | 9,895 | 691 | 7.5% | $2.17万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $30.65万 | 0.15% | 20,368 | 1,940 | 10.5% | $2.92万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $30.49万 | 0.15% | 6,175 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $30.37万 | 0.15% | 615 | 1 | 0.2% | $494 | 加仓 |
| SHOP | SHOPIFY INC | $30.33万 | 0.15% | 2,557 | -300 | -10.5% | -$3.56万 | 减仓 |
| IEI | ISHARES TR | $30.08万 | 0.14% | 2,536 | -3,947 | -60.9% | -$46.81万 | 减仓 |
| — | CADELER A S | $29.89万 | 0.14% | 12,701 | 1,270 | 11.1% | $2.99万 | 加仓 |
| GLW | CORNING INC | $29.88万 | 0.14% | 2,198 | -284 | -11.4% | -$3.86万 | 减仓 |
| IJT | ISHARES TR | $29.77万 | 0.14% | 2,057 | 3 | 0.1% | $434 | 加仓 |
| QCOM | QUALCOMM INC | $29.22万 | 0.14% | 2,269 | 214 | 10.4% | $2.76万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $28.40万 | 0.14% | 6,506 | 29 | 0.4% | $1,266 | 加仓 |
| HYG | ISHARES TR | $27.99万 | 0.13% | 3,518 | -54 | -1.5% | -$4,297 | 减仓 |
| VO | VANGUARD INDEX FDS | $27.57万 | 0.13% | 960 | 47 | 5.1% | $1.35万 | 加仓 |