13F 机构持仓

Steadtrust LLC

ALLEN TX · SEC CIK 0002097595

2026Q22026Q1 更早 9 个季度 🔒
$1.98亿2026Q2 申报市值
132持仓数
40.9%前十大占比 · 第一大 5.8%
16 / 8新建仓 / 清仓
申报市值走势$1.98亿2026Q2
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

AEM 5.8%
GLW 5.4%
EXXON MOBIL CO 5.2%
COHR 4.5%
AAPL 3.9%
STX 3.7%
DELL 3.3%
HL 3.2%
PAAS 3.0%
CRDO 2.8%

2026Q2 买入最多 按季末市值估算

DRAM 新建仓+$106.20万
INMD 加仓+$95.76万
ADBE 新建仓+$65.61万
KWEB 新建仓+$57.99万
CAG 加仓+$56.80万

2026Q2 卖出最多 按季末市值估算

CALM 清仓-$218.37万
IPI 清仓-$106.03万
INDA 清仓-$88.89万
DELL 减仓-$74.60万
AEP 清仓-$58.99万

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
NVT NVENT ELEC PLC $41.10万0.21%2,423 00.0% — 不变
SONY SONY GROUP CORP $40.62万0.21%20,250 -150-0.7% -$3,009 减仓
ONC BEONE MEDICINES LTD $39.90万0.20%1,400 503.7% $1.42万 加仓
FDX FEDEX CORP $39.05万0.20%1,247 00.0% — 不变
UHAL/B U HAUL HOLDING COMPANY $38.54万0.19%6,680 -500-7.0% -$2.88万 减仓
IVV ISHARES TR $37.29万0.19%498 498— $37.29万 新建仓
GEV GE VERNOVA INC $36.89万0.19%314 00.0% — 不变
BTI BRITISH AMERN TOB PLC $36.75万0.19%5,950 00.0% — 不变
PNR PENTAIR PLC $36.28万0.18%4,733 00.0% — 不变
BAC BANK OF AMER CORP $36.11万0.18%6,338 280.4% $1,595 加仓
XYL XYLEM INC $33.12万0.17%2,802 -50-1.8% -$5,910 减仓
OII OCEANEERING INTL INC $32.42万0.16%8,000 00.0% — 不变
MO ALTRIA GROUP INC $32.19万0.16%4,474 00.0% — 不变
META META PLATFORMS INC $31.38万0.16%557 -1-0.2% -$563 减仓
NFLX NETFLIX INC. $30.51万0.15%4,273 00.0% — 不变
VOO VANGUARD INDEX FDS $27.88万0.14%406 406— $27.88万 新建仓
PSTL POSTAL REALTY TRUST INC $27.10万0.14%11,000 00.0% — 不变
VNM VANECK ETF TRUST $25.86万0.13%14,000 00.0% — 不变
INGR INGREDION INC $25.12万0.13%2,652 -80-2.9% -$7,577 减仓
CVX CHEVRON CORPORATION $24.66万0.12%1,488 30.2% $497 加仓
FLNC FLUENCE ENERGY INC $23.46万0.12%11,800 11,800— $23.46万 新建仓
AVGO BROADCOM INC $23.23万0.12%615 615— $23.23万 新建仓
PG PROCTER & GAMBLE CO $23.12万0.12%1,576 00.0% — 不变
AXON AXON ENTERPRISE INC $22.98万0.12%410 -30-6.8% -$1.68万 重新持有
BRK/B BERKSHIRE HATHAWAY INC DEL $22.47万0.11%449 449— $22.47万 新建仓
DINO HF SINCLAIR CORP $22.29万0.11%3,200 3,200— $22.29万 新建仓
ONDS ONDAS INC $17.69万0.09%21,473 2,00010.3% $1.65万 加仓
ALVO ALVOTECH $13.06万0.07%35,395 00.0% — 不变
AMBP ARDAGH METAL PACKAGING S A $9.48万0.05%20,000 00.0% — 不变
— LAIRD SUPERFOOD INC $4.70万0.02%10,000 -10,000-50.0% -$4.70万 减仓
— ALIGHT INC $3.92万0.02%70,000 00.0% — 不变
— DIREXION SHARES ETF TRUST $3.56万0.02%11,000 11,000— $3.56万 新建仓
CALM CAL MAINE FOODS INC $00.00%0 -27,590-100.0% -$218.37万 清仓
IPI INTREPID POTASH INC $00.00%0 -24,790-100.0% -$106.03万 清仓
INDA ISHARES TR $00.00%0 -18,978-100.0% -$88.89万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -4,500-100.0% -$58.99万 清仓
IREN IREN LIMITED $00.00%0 -8,620-100.0% -$29.55万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -2,075-100.0% -$21.31万 清仓
GSK GSK PLC $00.00%0 -3,701-100.0% -$20.42万 清仓
KEP KOREA ELEC PWR CORP $00.00%0 -11,500-100.0% -$16.39万 清仓