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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $4,327.51万 | 17.59% | 263,439 | 434 | 0.2% | $7.13万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,822.09万 | 11.47% | 38,323 | 38 | 0.1% | $2.80万 | 加仓 |
| 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 |
| AAPL | APPLE INC | $1,397.79万 | 5.68% | 48,306 | -74 | -0.2% | -$2.14万 | 减仓 |
| IYY | ISHARES TR | $661.04万 | 2.69% | 36,265 | -333 | -0.9% | -$6.07万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $581.89万 | 2.37% | 27,348 | 180 | 0.7% | $3.83万 | 加仓 |
| IMCG | ISHARES TR | $500.13万 | 2.03% | 50,878 | -1,877 | -3.6% | -$18.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $440.12万 | 1.79% | 12,906 | -4,832 | -27.2% | -$164.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $422.43万 | 1.72% | 21,112 | 61 | 0.3% | $1.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $412.10万 | 1.68% | 17,416 | -215 | -1.2% | -$5.09万 | 减仓 |
| URI | UNITED RENTALS INC | $385.93万 | 1.57% | 3,407 | 5 | 0.1% | $5,664 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $371.27万 | 1.51% | 4,865 | -2,202 | -31.2% | -$168.04万 | 减仓 |
| IGSB | ISHARES TR | $345.68万 | 1.41% | 65,957 | 5,110 | 8.4% | $26.78万 | 加仓 |
| ILCG | ISHARES TR | $341.16万 | 1.39% | 29,154 | -17 | -0.1% | -$1,989 | 减仓 |
| FTNT | FORTINET INC | $335.72万 | 1.36% | 21,854 | 49 | 0.2% | $7,527 | 加仓 |
| MSFT | MICROSOFT CORP | $312.98万 | 1.27% | 8,390 | -715 | -7.9% | -$26.67万 | 减仓 |
| ISCG | ISHARES TR | $311.79万 | 1.27% | 47,572 | -3,701 | -7.2% | -$24.26万 | 减仓 |
| GOOG | ALPHABET INC | $308.14万 | 1.25% | 8,721 | -1,002 | -10.3% | -$35.40万 | 减仓 |
| GOOGL | ALPHABET INC | $277.24万 | 1.13% | 7,758 | -956 | -11.0% | -$34.16万 | 减仓 |
| AMZN | AMAZON COM INC | $270.35万 | 1.10% | 11,343 | 4,766 | 72.5% | $113.59万 | 加仓 |
| CLS | CELESTICA INC | $234.35万 | 0.95% | 6,424 | 6,424 | — | $234.35万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $224.15万 | 0.91% | 31,459 | 1,610 | 5.4% | $11.47万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $211.10万 | 0.86% | 26,711 | -467 | -1.7% | -$3.69万 | 减仓 |
| IWM | ISHARES TR | $199.50万 | 0.81% | 6,640 | 521 | 8.5% | $15.65万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $186.57万 | 0.76% | 31,256 | 1,908 | 6.5% | $11.39万 | 加仓 |
| AVGO | BROADCOM INC | $185.66万 | 0.75% | 4,915 | 221 | 4.7% | $8.35万 | 加仓 |
| AGG | ISHARES TR | $176.88万 | 0.72% | 17,870 | 687 | 4.0% | $6.80万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $170.67万 | 0.69% | 20,650 | -834 | -3.9% | -$6.89万 | 减仓 |
| SGOV | ISHARES TR | $169.33万 | 0.69% | 16,820 | -6,419 | -27.6% | -$64.62万 | 减仓 |
| — | BLEICHROEDER ACQUISITI CORP | $168.42万 | 0.68% | 163,198 | 163,198 | — | $168.42万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $158.89万 | 0.65% | 1,377 | -583 | -29.7% | -$67.27万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $151.61万 | 0.62% | 61,605 | 156 | 0.3% | $3,839 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $144.25万 | 0.59% | 80,450 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENGR CORP | $144.08万 | 0.59% | 62,319 | 575 | 0.9% | $1.33万 | 加仓 |
| IGIB | ISHARES TR | $139.75万 | 0.57% | 26,284 | -243 | -0.9% | -$1.29万 | 减仓 |
| INFQ | INFLEQTION INC | $136.37万 | 0.55% | 102,383 | 102,383 | — | $136.37万 | 新建仓 |
| MGNI | MAGNITE INC | $131.01万 | 0.53% | 69,024 | 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 |
| PWB | INVESCO EXCHANGE TRADED FD T | $120.84万 | 0.49% | 7,173 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $114.97万 | 0.47% | 959 | 21 | 2.2% | $2.52万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $108.10万 | 0.44% | 17,588 | 1,215 | 7.4% | $7.47万 | 加仓 |
| NOW | SERVICENOW INC | $99.55万 | 0.40% | 10,027 | 10,027 | — | $99.55万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $99.17万 | 0.40% | 15,532 | 6 | 0.0% | $383 | 加仓 |
| TSLA | TESLA INC | $94.93万 | 0.39% | 2,257 | -36 | -1.6% | -$1.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $86.23万 | 0.35% | 2,634 | 12 | 0.5% | $3,929 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $80.04万 | 0.33% | 1,572 | 2 | 0.1% | $1,018 | 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 |
| JAAA | JANUS DETROIT STR TR | $78.54万 | 0.32% | 15,555 | 5,647 | 57.0% | $28.51万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $78.54万 | 0.32% | 14,049 | -66 | -0.5% | -$3,690 | 减仓 |
| MRK | MERCK & CO INC | $78.17万 | 0.32% | 6,083 | 43 | 0.7% | $5,526 | 加仓 |
| BX | BLACKSTONE INC | $73.01万 | 0.30% | 6,204 | 57 | 0.9% | $6,708 | 加仓 |
| INTC | INTEL CORP | $72.30万 | 0.29% | 5,178 | -50 | -1.0% | -$6,981 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.53万 | 0.29% | 1,404 | 9 | 0.6% | $4,585 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $67.36万 | 0.27% | 6,859 | 6,859 | — | $67.36万 | 新建仓 |
| META | META PLATFORMS INC | $65.42万 | 0.27% | 1,161 | -494 | -29.8% | -$27.84万 | 减仓 |
| GDRX | GOODRX HLDGS INC | $64.09万 | 0.26% | 222,529 | 1,948 | 0.9% | $5,610 | 加仓 |
| DVY | ISHARES TR | $56.33万 | 0.23% | 3,604 | -39 | -1.1% | -$6,096 | 减仓 |
| IYW | ISHARES TR | $53.19万 | 0.22% | 2,109 | 1 | 0.0% | $252 | 加仓 |
| IJH | ISHARES TR | $53.03万 | 0.22% | 6,877 | 10 | 0.1% | $771 | 加仓 |
| HPP | HUDSON PACIFIC PROPERTIES IN | $52.74万 | 0.21% | 34,720 | 2,500 | 7.8% | $3.80万 | 加仓 |
| CSX | CSX CORP | $52.38万 | 0.21% | 11,021 | 24 | 0.2% | $1,141 | 加仓 |
| MS | MORGAN STANLEY | $50.73万 | 0.21% | 2,427 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $50.22万 | 0.20% | 8,892 | 2,954 | 49.7% | $16.68万 | 加仓 |
| CAT | CATERPILLAR INC | $50.16万 | 0.20% | 471 | -26 | -5.2% | -$2.77万 | 减仓 |
| HDV | ISHARES TR | $48.75万 | 0.20% | 17,785 | -395 | -2.2% | -$1.08万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $48.51万 | 0.20% | 690 | 2 | 0.3% | $1,406 | 加仓 |
| HD | HOME DEPOT INC | $48.36万 | 0.20% | 1,371 | -450 | -24.7% | -$15.87万 | 减仓 |
| IVV | ISHARES TR | $47.35万 | 0.19% | 632 | 1 | 0.2% | $749 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $43.81万 | 0.18% | 13,118 | -151 | -1.1% | -$5,043 | 减仓 |
| BA | BOEING CO | $43.03万 | 0.17% | 1,988 | 10 | 0.5% | $2,165 | 加仓 |
| IWR | ISHARES TR | $42.07万 | 0.17% | 3,814 | 5 | 0.1% | $552 | 加仓 |
| QCOM | QUALCOMM INC | $41.66万 | 0.17% | 2,254 | -15 | -0.7% | -$2,772 | 减仓 |
| LQD | ISHARES TR | $40.85万 | 0.17% | 3,745 | -169 | -4.3% | -$1.84万 | 减仓 |
| JOBY | JOBY AVIATION INC | $40.71万 | 0.17% | 45,644 | 871 | 1.9% | $7,769 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $40.11万 | 0.16% | 5,559 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $39.31万 | 0.16% | 3,347 | 9 | 0.3% | $1,057 | 加仓 |
| IJR | ISHARES TR | $38.73万 | 0.16% | 2,611 | 4 | 0.2% | $593 | 加仓 |
| LNG | CHENIERE ENERGY INC | $38.65万 | 0.16% | 1,617 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $38.34万 | 0.16% | 4,639 | -1,448 | -23.8% | -$11.97万 | 减仓 |
| AMGN | AMGEN INC | $38.16万 | 0.16% | 1,054 | 4 | 0.4% | $1,448 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $36.38万 | 0.15% | 4,857 | -57 | -1.2% | -$4,269 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.25万 | 0.15% | 759 | 57 | 8.1% | $2.72万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $36.08万 | 0.15% | 20,797 | 429 | 2.1% | $7,443 | 加仓 |
| IMCB | ISHARES TR | $35.84万 | 0.15% | 3,712 | -246 | -6.2% | -$2.38万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.81万 | 0.15% | 2,266 | -143 | -5.9% | -$2.26万 | 减仓 |
| KLAC | KLA CORP | $35.25万 | 0.14% | 1,168 | -332 | -22.1% | -$10.02万 | 减仓 |
| ARW | ARROW ELECTRS INC | $34.23万 | 0.14% | 1,604 | -109 | -6.4% | -$2.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $34.14万 | 0.14% | 1,126 | 80 | 7.6% | $2.43万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $33.48万 | 0.14% | 2,930 | 11 | 0.4% | $1,257 | 加仓 |
| GLW | CORNING INC | $33.31万 | 0.14% | 1,304 | -894 | -40.7% | -$22.84万 | 减仓 |
| MUSA | MURPHY USA INC | $33.17万 | 0.13% | 616 | 1 | 0.2% | $539 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $33.10万 | 0.13% | 6,175 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $33.08万 | 0.13% | 4,965 | -100 | -2.0% | -$6,663 | 减仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $32.10万 | 0.13% | 16,643 | 238 | 1.5% | $4,591 | 加仓 |
| MA | MASTERCARD INCORPORATED | $32.10万 | 0.13% | 625 | 1 | 0.2% | $514 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $31.75万 | 0.13% | 5,383 | -1,871 | -25.8% | -$11.04万 | 减仓 |
| VAL | VALARIS LTD | $31.62万 | 0.13% | 4,356 | -388 | -8.2% | -$2.82万 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.61万 | 0.13% | 3,923 | 83 | 2.2% | $6,687 | 加仓 |
| UNFI | UNITED NAT FOODS INC | $31.09万 | 0.13% | 6,808 | -8,434 | -55.3% | -$38.52万 | 减仓 |
| AMLP | ALPS ETF TR | $30.80万 | 0.13% | 5,941 | 1,534 | 34.8% | $7.95万 | 加仓 |