13F 机构持仓

Stonebridge Financial Group, LLC/CA

SAN RAFAEL CA · SEC CIK 0002142299

2026Q22026Q1 更早 9 个季度 🔒
$7.22亿2026Q2 申报市值
310持仓数
36.4%前十大占比 · 第一大 7.0%
0 / 0新建仓 / 清仓
申报市值走势$7.22亿2026Q2
26Q2

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

QQQ 7.0%
BRK/B 4.3%
AAPL 4.1%
QQQM 3.8%
NVDA 3.2%
FEZ 3.1%
SMH 3.0%
AMZN 2.9%
GOOGL 2.8%
RDVY 2.2%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

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
ROBO ROBO GLOBAL ROBOTICS and AUTOMATION IDX $35.10万0.05%4,099 —— — —
ON ON SEMI COND CORP COM $36.00万0.05%3,814 —— — —
ABT ABBOTT LABORATORIES COM $36.30万0.05%4,010 —— — —
— DIM U.S. SMALL CAP $37.10万0.05%4,510 —— — —
GAB GABELLI EQY TR INC COM $37.40万0.05%66,248 —— — —
CLIP GLOBAL X 1-3 MO T-BILL $37.50万0.05%3,742 —— — —
VZ VERIZON COMMS INC COM $37.60万0.05%8,904 —— — —
DUK DUKE ENERGY CORP NEW COM NEW $38.40万0.05%3,036 —— — —
— NUVEEN CALIF AMT FREE MUNI INC COM $38.60万0.05%30,650 —— — —
MCD MCDONALDS CORP COM $38.70万0.05%1,433 —— — —
SU SUNCOR ENERGY INC NEW COM $39.10万0.05%7,292 —— — —
RMBS RAMBUS INC DEL COM $39.50万0.05%2,980 —— — —
TECK TECK RESOURCES LTD CL B $39.60万0.05%6,665 —— — —
MBB ISHARES MBS $39.90万0.06%4,228 —— — —
FCX FREEPORT MCMORAN INC CL B $40.40万0.06%6,433 —— — —
ETW EATON VANCE TAX-MANAGED GLOBAL COM $40.60万0.06%42,195 —— — —
ETG EATON VANCE TX ADV GLBL DIV FD COM $40.80万0.06%17,355 —— — —
FMB FRST TST MANAGED MUN $40.80万0.06%7,943 —— — —
VTV VNGRD MORN VALUE $41.20万0.06%1,894 —— — —
AWK AMERICAN WTR WKS CO INC NEW COM $41.60万0.06%3,166 —— — —
AMJB ALERIAN MLP IDX ETNS DUE JANUARY 28, 2044 $41.70万0.06%12,108 —— — —
CCJ CAMECO CORP COM $41.80万0.06%4,112 —— — —
VV VNGRD MORN LARGE-CAP $42.40万0.06%1,234 —— — —
— DIM U.S. CORE EQY 2 $42.60万0.06%9,615 —— — —
OHI OMEGA HEALTHCARE INVS INC COM $43.30万0.06%9,100 —— — —
LIT GLOBAL X LITHIUM and BATTERY TECH $43.50万0.06%5,538 —— — —
TMO THERMO FISHER SCIENTIFIC INC COM $43.80万0.06%874 —— — —
ACN ACCENTURE PLC IRELAND SHS CLASS A $43.90万0.06%3,535 —— — —
AMAT APPLIED MATLS INC COM $44.30万0.06%614 —— — —
XOM EXXONMOBIL HOLDINGS CORP COM SHS $44.60万0.06%3,266 —— — —
RWK INVESCO SP MIDCAP 400 REVENUE $45.20万0.06%3,095 —— — —
IYJ ISHARES U.S. INDUSTRIALS $46.50万0.06%2,795 —— — —
DIS DISNEY WALT CO COM $47.20万0.07%4,869 —— — —
IJR ISHARES CORE SP SMALL CAP $47.40万0.07%3,200 —— — —
QTUM DEFIANCE QUANTUM $47.80万0.07%2,892 —— — —
CHYM CHIME FINL INC COM SHS CL A $49.10万0.07%24,010 —— — —
SCHF SCH INTL EQY $49.60万0.07%17,928 —— — —
VXUS VNGRD TOTAL INTL STOCK $49.60万0.07%5,803 —— — —
TXN TEXAS INSTRS INC COM $49.60万0.07%1,665 —— — —
NOW SERVICENOW INC COM $49.90万0.07%5,030 —— — —
GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI $52.00万0.07%47,687 —— — —
AMT AMERICAN TOWER CORP COM $52.50万0.07%3,180 —— — —
NEE NEXTERA ENERGY INC COM $52.90万0.07%6,027 —— — —
CMI CUMMINS INC COM $53.10万0.07%745 —— — —
AEP AMERICAN ELEC PWR CO INC COM $54.30万0.08%3,971 —— — —
OKTA OKTA INC CL A $54.60万0.08%4,007 —— — —
— VIRTUS STONE HBR EMRG MKTS INC COM $55.00万0.08%98,710 —— — —
IVV ISHARES CORE SP 500 $55.50万0.08%742 —— — —
VPU VNGRD UTILITIES $55.50万0.08%2,838 —— — —
PHO INVESCO WATER RESOURCES $55.90万0.08%8,097 —— — —
RTX RTX CORPORATION COM $56.30万0.08%2,970 —— — —
RYAN RYAN SPECIALTY HOLDINGS INC CL A $56.60万0.08%15,008 —— — —
CRM SALESFORCE INC COM $56.60万0.08%3,609 —— — —
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $56.70万0.08%4,598 —— — —
SCHO SCH SHORT-TERM US TRSY $57.10万0.08%23,679 —— — —
FNV FRANCO NEV CORP COM $57.50万0.08%2,762 —— — —
D DOMINION ENERGY INC COM $59.00万0.08%8,647 —— — —
— DIM U.S. TARGETED VALUE $59.30万0.08%8,491 —— — —
APP APPLOVIN CORP COM CL A $59.70万0.08%1,159 —— — —
KKR KKR and CO INC COM $60.00万0.08%6,544 —— — —
SUB ISHARES SHORT-TERM NATIONAL MUNI BND $60.10万0.08%5,650 —— — —
T AT and T INC COM $60.20万0.08%29,084 —— — —
IRM IRON MTN INC DEL COM $61.30万0.08%4,824 —— — —
MUC BLACKROCK MUNIHLDNGS CALI COM $61.90万0.09%56,056 —— — —
VIG VNGRD DIV APP $62.30万0.09%2,633 —— — —
CBOE CBOE GLOBAL MKTS INC COM $62.60万0.09%2,583 —— — —
EQIX EQUINIX INC COM $64.20万0.09%616 —— — —
CII BLACKROCK ENHANCED LARGE CAP C COM $64.20万0.09%24,558 —— — —
SOLS SOLSTICE ADVANCED MATLS INC COM SHS $64.20万0.09%7,249 —— — —
XPCQX PIMCO CALIF MUN INC FD COM $64.40万0.09%71,576 —— — —
CVNA CARVANA CO CL A $66.90万0.09%10,175 —— — —
— VOYA EMRGNG MKTS HIGH DIVID COM $67.30万0.09%86,375 —— — —
VTEC VNGRD CALIFORNIA TAX-EXEMPT BND $69.50万0.10%6,916 —— — —
SHOP SHOPIFY INC CL A SUB VTG SHS $73.00万0.10%6,397 —— — —
HD HOME DEPOT INC COM $73.10万0.10%2,073 —— — —
AME AMETEK INC COM $73.50万0.10%3,042 —— — —
FNDX SCHAMENTAL U.S. LARGE COMPANY $74.10万0.10%23,831 —— — —
EPI WISDOMTREE INDIA EARNINGS $76.10万0.11%17,794 —— — —
WFC WELLS FARGO and CO COM $77.00万0.11%9,329 —— — —
ET ENERGY TRANSFER L P COM UT LTD PTN $78.60万0.11%41,124 —— — —
JMOM JPMORGAN U.S. MOMENTUM FACTOR $79.70万0.11%9,337 —— — —
INTC INTEL CORP COM $79.80万0.11%5,719 —— — —
DLR DIGITAL RLTY TR INC COM $80.30万0.11%4,474 —— — —
VLO VALERO ENERGY CORP COM $80.80万0.11%3,104 —— — —
AXP AMERICAN EXPRESS CO COM $82.00万0.11%2,427 —— — —
CRDO CREDO TECH GROUP HOLDING ORDINARY SHARES $83.70万0.12%3,080 —— — —
SBUX STARBUCKS CORP COM $83.70万0.12%8,193 —— — —
VTI VNGRD MORN TOTAL STOCK MKT $83.90万0.12%2,268 —— — —
WMT WALMART INC COM $84.00万0.12%7,419 —— — —
JNJ JOHNSON and JOHNSON COM $84.00万0.12%3,310 —— — —
BAC BANK OF AMER CORP COM $85.10万0.12%14,948 —— — —
LNG CHENIERE ENERGY INC COM NEW $85.90万0.12%3,598 —— — —
GCOW PACER GLOBAL CASH COWS DIV $87.80万0.12%20,288 —— — —
LITE LUMENTUM HLDGS INC COM $91.20万0.13%1,064 —— — —
ONON ON HLDG AG NAMEN AKT A $91.50万0.13%25,847 —— — —
XLI STATE ST INDUSTRIAL SEL SECTR SPDR $91.50万0.13%4,944 —— — —
AGNC AGNC INVT CORP COM $92.00万0.13%83,557 —— — —
IBM INTL BUSINESS MACHS COM $92.70万0.13%3,299 —— — —
SCHW CHARLES SCH CORP (THE) COM $93.00万0.13%10,085 —— — —
CSCO CISCO SYS INC COM $93.50万0.13%7,961 —— — —