13F 机构持仓

STEINBERGANNA WEALTH MANAGEMENT

HUNTINGTON NY · SEC CIK 0002089528

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.46亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ITOT 17.6%
QQQ 11.5%
SPY 10.3%
AAPL 5.7%
IYY 2.7%
RSP 2.4%
IMCG 2.0%
PANW 1.8%
NVDA 1.7%
VIG 1.7%

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 4340.2% $7.13万 加仓
QQQ INVESCO QQQ TR $2,822.09万11.47%38,323 380.1% $2.80万 加仓
SPY STATE STR SPDR S&P 500 ETF T $2,541.27万10.33%34,030 7142.1% $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 1800.7% $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%21,112 610.3% $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 50.1% $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 5,1108.4% $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%21,854 490.2% $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 4,76672.5% $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 1,6105.4% $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 5218.5% $15.65万 加仓
VWO VANGUARD INTL EQUITY INDEX F $186.57万0.76%31,256 1,9086.5% $11.39万 加仓
AVGO BROADCOM INC $185.66万0.75%4,915 2214.7% $8.35万 加仓
AGG ISHARES TR $176.88万0.72%17,870 6874.0% $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 1560.3% $3,839 加仓
SOFI SOFI TECHNOLOGIES INC $144.25万0.59%80,450 00.0% — 不变
BTU PEABODY ENGR CORP $144.08万0.59%62,319 5750.9% $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 00.0% — 不变
FPE FIRST TR EXCH TRADED FD III $121.06万0.49%67,706 3100.5% $5,543 加仓
PWB INVESCO EXCHANGE TRADED FD T $120.84万0.49%7,173 00.0% — 不变
LLY ELI LILLY & CO $114.97万0.47%959 212.2% $2.52万 加仓
JEPQ J P MORGAN EXCHANGE TRADED F $108.10万0.44%17,588 1,2157.4% $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 60.0% $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%2,634 120.5% $3,929 加仓
NOC NORTHROP GRUMMAN CORP $80.04万0.33%1,572 20.1% $1,018 加仓
JPIE J P MORGAN EXCHANGE TRADED F $79.11万0.32%17,180 3,29823.8% $15.19万 加仓
JAAA JANUS DETROIT STR TR $78.54万0.32%15,555 5,64757.0% $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%6,083 430.7% $5,526 加仓
BX BLACKSTONE INC $73.01万0.30%6,204 570.9% $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 90.6% $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 1,9480.9% $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 10.0% $252 加仓
IJH ISHARES TR $53.03万0.22%6,877 100.1% $771 加仓
HPP HUDSON PACIFIC PROPERTIES IN $52.74万0.21%34,720 2,5007.8% $3.80万 加仓
CSX CSX CORP $52.38万0.21%11,021 240.2% $1,141 加仓
MS MORGAN STANLEY $50.73万0.21%2,427 00.0% — 不变
JEPI J P MORGAN EXCHANGE TRADED F $50.22万0.20%8,892 2,95449.7% $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 20.3% $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 10.2% $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%1,988 100.5% $2,165 加仓
IWR ISHARES TR $42.07万0.17%3,814 50.1% $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 8711.9% $7,769 加仓
UBER UBER TECHNOLOGIES INC $40.11万0.16%5,559 00.0% — 不变
CSCO CISCO SYS INC $39.31万0.16%3,347 90.3% $1,057 加仓
IJR ISHARES TR $38.73万0.16%2,611 40.2% $593 加仓
LNG CHENIERE ENERGY INC $38.65万0.16%1,617 00.0% — 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 40.4% $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%759 578.1% $2.72万 加仓
RIVN RIVIAN AUTOMOTIVE INC $36.08万0.15%20,797 4292.1% $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%1,126 807.6% $2.43万 加仓
CHRD CHORD ENERGY CORPORATION $33.48万0.14%2,930 110.4% $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 10.2% $539 加仓
XLF SELECT SECTOR SPDR TR $33.10万0.13%6,175 00.0% — 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 2381.5% $4,591 加仓
MA MASTERCARD INCORPORATED $32.10万0.13%625 10.2% $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%3,923 832.2% $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 1,53434.8% $7.95万 加仓