SI

Stoneridge Investment Partners LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$1.4亿

申报季度: 2026-03-31 · 持股只数: 128

STONERIDGE INVESTMENT PARTNERS LLC在最新一期 13F 报告中披露了 128 项持股，申报期为 2026-03-31，总持股市值约为 US$1.4亿，季度换手率为 63.1%。

机构性格雪花图

集中度
9.29
持仓稳定性
63.07
动能／逆势
100
行业集中度
54.42
多样化
100
仓位均衡度
85.9

近期动向

  • 减仓 WRB

    -69.1%　-US$198.4万

  • 减仓 ZBH

    -84.2%　-US$170.5万

  • 减仓 WDAY

    -67.6%　-US$125.7万

  • 加仓 HBAN

    +65.7%　US$105.2万

  • 减仓 BIIB

    -50.2%　-US$119.5万

  • 减仓 BBY

    -64.9%　-US$114.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1NVDANvidia CORP股票-科技5.37%-0.29%-2.30%
2AAPLApple INC股票-科技5.36%-0.29%-2.22%
3MSFTMicrosoft CORP股票-科技5.09%-0.37%+17.24%
4WFCWells Fargo & Co股票-金融4.52%+4.52%NEW
5AMZNAmazon.com INC股票-周期性消费4.45%—+6.51%
6BSXBoston Scientific CORP股票-医疗保健3.76%+3.76%NEW
7AVGOBroadcom INC股票-科技3.74%—+7.05%
8NKENike INC -cl B股票-周期性消费3.01%-0.49%-0.02%
9GOOGLAlphabet Inc-cl A股票-通信服务2.93%——
10METAMeta Platforms Inc-class A股票-通信服务2.48%——
11GOOGAlphabet Inc-cl C股票-通信服务2.33%—-7.75%
12HBANHuntington Bancshares INC股票-金融2.30%+0.82%+65.67%
13TGTTarget CORP股票-周期性消费2.14%—-21.84%
14FISVFiserv INC股票-其他1.61%——
15ABTAbbott Laboratories股票-医疗保健1.54%+1.54%NEW
16LRCXLam Research CORP股票-科技1.43%+1.43%NEW
17UBERUber Technologies INC股票-工业1.38%—+41.35%
18CARRCarrier Global CORP股票-工业1.31%—-15.70%
19EXCExelon CORP股票-公用事业1.24%—-9.08%
20AMDAdvanced Micro Devices股票-科技1.22%+0.75%+161.93%
21UNHUnitedhealth Group INC股票-医疗保健1.22%+0.63%+140.15%
22KLACKla CORP股票-科技1.14%+1.14%NEW
23AMATApplied Materials INC股票-科技1.13%-0.56%-51.53%
24BKRBaker Hughes Co股票-能源0.99%+0.99%NEW
25CRMSalesforce INC股票-科技0.99%-0.38%-1.80%
26UPSUnited Parcel Service-cl B股票-工业0.96%+0.61%+167.02%
27NOWServicenow INC股票-科技0.95%—+104.33%
28WMTWalmart INC股票-非周期性消费0.95%+0.95%NEW
29PRUPrudential Financial INC股票-金融0.95%+0.95%NEW
30AIZAssurant INC股票-金融0.94%-0.40%-25.51%
31BIIBBiogen INC股票-医疗保健0.93%-0.80%-50.21%
32FITBFifth Third Bancorp股票-金融0.92%+0.92%NEW
33ADBEAdobe INC股票-科技0.92%——
34MMM3m Co股票-工业0.88%+0.88%NEW
35ORCLOracle CORP股票-科技0.88%-0.69%-28.59%
36ALLEAllegion plc股票-工业0.83%——
37FRTEURFederal Realty Invs Trust股票-其他0.78%—-13.07%
38PPLPpl CORP股票-公用事业0.75%—-28.53%
39XYLXylem INC股票-工业0.75%——
40GMGeneral Motors Co股票-周期性消费0.73%—+41.82%
41AMTAmerican Tower CORP股票-房地产0.72%+0.48%+195.17%
42ELEstee Lauder Companies-cl A股票-非周期性消费0.72%+0.72%NEW
43KMBKimberly-clark CORP股票-非周期性消费0.70%+0.70%NEW
44✓ 股票-其他0.69%+0.69%NEW
45VZVerizon Communications INC股票-通信服务0.68%—-34.41%
46QCOMQualcomm INC股票-科技0.66%—+75.60%
47OKEOneok INC股票-能源0.60%——
48WRBWr Berkley CORP股票-金融0.59%-1.36%-69.15%
49APHAmphenol Corp-cl A股票-科技0.56%+0.56%NEW
50WLDNWilldan Group INC股票-其他0.54%—+106.82%
1–50 of 128

本季持股变动

Stoneridge Investment Partners LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Wells Fargo & Co (WFC); 新建仓: Boston Scientific CORP (BSX); 清仓: Pnc Financial Services Group (PNC); 清仓: Zoetis INC (ZTS); 新建仓: Abbott Laboratories (ABT).

Stoneridge Investment Partners LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1HBANHuntington Bancshares INC+0.8%+65.67%加仓
2AMDAdvanced Micro Devices+0.8%+161.93%加仓
3UNHUnitedhealth Group INC+0.6%+140.15%加仓
4UPSUnited Parcel Service-cl B+0.6%+167.02%加仓
5AMTAmerican Tower CORP+0.5%+195.17%加仓
6AAPLApple INC-0.3%-2.22%减仓
7NVDANvidia CORP-0.3%-2.30%减仓
8MSFTMicrosoft CORP-0.4%+17.24%加仓
9CRMSalesforce INC-0.4%-1.80%减仓
10AIZAssurant INC-0.4%-25.51%减仓
11NKENike INC -cl B-0.5%-0.02%减仓
12ORealty Income CORP-0.5%-56.87%减仓
13AMATApplied Materials INC-0.6%-51.53%减仓
14ORCLOracle CORP-0.7%-28.59%减仓
15BBYBest Buy Co INC-0.8%-64.92%减仓
16BIIBBiogen INC-0.8%-50.21%减仓
17WDAYWorkday Inc-class A-0.9%-67.59%减仓
18ZBHZimmer Biomet Holdings INC-1.2%-84.16%减仓
19WRBWr Berkley CORP-1.4%-69.15%减仓
20WFCWells Fargo & Co—NEW新建仓
21BSXBoston Scientific CORP—NEW新建仓
22PNCPnc Financial Services Group—EXIT清仓
23ZTSZoetis INC—EXIT清仓
24ABTAbbott Laboratories—NEW新建仓
25LRCXLam Research CORP—NEW新建仓
26KDPKeurig Dr Pepper INC—EXIT清仓
27PHMPultegroup INC—EXIT清仓
28KLACKla CORP—NEW新建仓
29BKRBaker Hughes Co—NEW新建仓
30WMTWalmart INC—NEW新建仓
31PRUPrudential Financial INC—NEW新建仓
32ETNEaton Corporation plc—EXIT清仓
33SNPSSynopsys INC—EXIT清仓
34FITBFifth Third Bancorp—NEW新建仓
35LIILennox International INC—EXIT清仓
36MMM3m Co—NEW新建仓
37DELLDell Technologies Inc.—EXIT清仓
38ELEstee Lauder Companies-cl A—NEW新建仓
39KMBKimberly-clark CORP—NEW新建仓
40✓ —NEW新建仓
41HPEHewlett Packard Enterprise—EXIT清仓
42APHAmphenol Corp-cl A—NEW新建仓
43PFEPfizer INC—EXIT清仓
44SANMSanmina CORP—NEW新建仓
45✓ Trane Technologies PLC F—NEW新建仓
46ANFAbercrombie & Fitch Co-cl A—NEW新建仓
47DLTRDollar Tree INC—NEW新建仓
48BACBank Of America CORP—NEW新建仓
49XOMExxon Mobil CORP—EXIT清仓
50JPMJpmorgan Chase & Co—NEW新建仓

FAQ

Stoneridge Investment Partners LLC 是什么机构？属于哪种投资人类型？
Stoneridge Investment Partners LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$1.4亿，分布在 128 个已申报仓位之中。
Stoneridge Investment Partners LLC 目前前几大持股有哪些？
根据最新 13F 申报，Stoneridge Investment Partners LLC 按市值排列的前几大持股为： 1. Nvidia CORP (NVDA) — US$742.9万 (5.4%) 2. Apple INC (AAPL) — US$741.2万 (5.4%) 3. Microsoft CORP (MSFT) — US$703.6万 (5.1%) 4. Wells Fargo & Co (WFC) — US$624.6万 (4.5%) 5. Amazon.com INC (AMZN) — US$615.9万 (4.5%)
Stoneridge Investment Partners LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Stoneridge Investment Partners LLC 共进行了 50 项显著调整：新建仓 20 个仓位、加仓 6 个既有持股、减仓 13 个仓位，并完全清仓 11 个持股。 其中幅度最大的异动：新建仓: Wells Fargo & Co (WFC); 新建仓: Boston Scientific CORP (BSX); 清仓: Pnc Financial Services Group (PNC); 清仓: Zoetis INC (ZTS); 新建仓: Abbott Laboratories (ABT)
Stoneridge Investment Partners LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Stoneridge Investment Partners LLC 的主要板块分布如下： • Information Technology: 34.6% • Financials: 13.8% • Consumer Discretionary: 12.4% • Communication Services: 9.6% • Industrials: 8.5% • Health Care: 8.4%