SW
Steinberganna Wealth Management
分散型投资策略趋势追踪型行业集中型
申报总市值
US$2.1亿
申报季度: 2026-03-31 · 持股只数: 132
STEINBERGANNA WEALTH MANAGEMENT在最新一期 13F 报告中披露了 132 项持股，申报期为 2026-03-31，总持股市值约为 US$2.1亿，季度换手率为 16.1%。
机构性格雪花图
- 集中度
- 25.45
- 持仓稳定性
- 16.09
- 动能／逆势
- 100
- 行业集中度
- 81.78
- 多样化
- 100
- 仓位均衡度
- 72.7
近期动向
减仓 PODD
-47.1% -US$198.7万
减仓 MSFT
+0.1% -US$103.0万
加仓 SPY
+6.5% US$33.1万
减仓 SOFI
0.0% -US$82.9万
减仓 AAPL
-1.8% -US$110.9万
加仓 VEA
+38.9% US$57.1万
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 |
|---|---|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 17.99% | +0.25% | +3.26% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 10.61% | +0.05% | +4.37% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.41% | +0.42% | +6.48% | |
| 4 | AAPL | Apple INC | 股票-科技 | 5.90% | -0.37% | -1.76% | |
| 5 | IYY | Ishares Dow Jones U.s. ETF | ETF-其他 | 2.79% | -0.18% | -4.15% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 2.50% | — | -0.05% | |
| 7 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 2.00% | -0.09% | -5.71% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.82% | — | -3.34% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.28% | -9.75% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -0.44% | +0.08% | |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.54% | +0.18% | +10.83% | |
| 12 | PANW | Palo Alto Networks INC | 股票-科技 | 1.37% | -0.12% | +2.45% | |
| 13 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.35% | — | +3.30% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.34% | -0.09% | +0.06% | |
| 15 | ILCG | Ishares Morningstar Growth E | ETF-其他 | 1.34% | -0.20% | -7.51% | |
| 16 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.33% | -0.21% | +0.74% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.20% | -0.16% | -5.71% | |
| 18 | URI | United Rentals INC | 股票-工业 | 1.19% | -0.09% | +0.86% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.12% | +1.12% | NEW | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 1.03% | — | +0.57% | |
| 21 | BTU | Peabody Energy CORP | 股票-能源 | 0.98% | +0.13% | +1.15% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.92% | +0.29% | +38.95% | |
| 23 | FTNT | Fortinet INC | 股票-科技 | 0.86% | — | +0.88% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.85% | -0.15% | -15.81% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.82% | — | -2.68% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.76% | +0.27% | +50.66% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.73% | +0.15% | +21.05% | |
| 28 | ELAN | Elanco Animal Health INC | 股票-医疗保健 | 0.71% | +0.71% | NEW | |
| 29 | AVGO | Broadcom INC | 股票-科技 | 0.70% | — | +0.28% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投资级公司债 | 0.68% | — | -1.17% | |
| 31 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.66% | — | +2.16% | |
| 32 | IDXX | Idexx Laboratories INC | 股票-医疗保健 | 0.64% | +0.64% | NEW | |
| 33 | SOFI | Sofi Technologies INC | 股票-金融 | 0.61% | -0.38% | — | |
| 34 | PODD | Insulet CORP | 股票-医疗保健 | 0.61% | -0.92% | -47.15% | |
| 35 | FPE | Ft-preferred Secur & INC ETF | ETF-其他 | 0.57% | — | -3.36% | |
| 36 | TMDX | Transmedics Group INC | 股票-医疗保健 | 0.55% | +0.55% | NEW | |
| 37 | NOC | Northrop Grumman CORP | 股票-工业 | 0.51% | — | -21.66% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.45% | — | -1.90% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.44% | — | +0.49% | |
| 40 | PWB | Invesco Large Cap Growth ETF | ETF-大型股与成长 | 0.43% | — | — | |
| 41 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.41% | — | +0.54% | |
| 42 | TSLA | Tesla INC | 股票-周期性消费 | 0.41% | -0.12% | -8.97% | |
| 43 | LMT | Lockheed Martin CORP | 股票-工业 | 0.40% | — | +0.58% | |
| 44 | MGNI | Magnite INC | 股票-其他 | 0.39% | -0.13% | — | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | — | -9.71% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.35% | — | +1.05% | |
| 47 | RPG | Invesco S&p 500 Pure Growth | ETF-大型股与成长 | 0.35% | — | +0.04% | |
| 48 | BX | Blackstone INC | 股票-金融 | 0.34% | -0.14% | -7.48% | |
| 49 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 0.34% | — | +31.40% | |
| 50 | UNFI | United Natural Foods INC | 股票-非周期性消费 | 0.33% | — | +2.70% |
1–50 of 132
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Steinberganna Wealth Management 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Elanco Animal Health INC (ELAN); 清仓: Equinix INC (EQIX); 新建仓: Idexx Laboratories INC (IDXX); 新建仓: Transmedics Group INC (TMDX).
FAQ
Steinberganna Wealth Management 是什么机构？属于哪种投资人类型？
Steinberganna Wealth Management 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$2.1亿，分布在 132 个已申报仓位之中。
Steinberganna Wealth Management 目前前几大持股有哪些？
根据最新 13F 申报，Steinberganna Wealth Management 按市值排列的前几大持股为：
1. Ishares Core S&p Total U.s. (ITOT) — US$3746.0万 (18.0%)
2. Invesco Qqq Trust Series 1 (QQQ) — US$2209.7万 (10.6%)
3. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$2166.7万 (10.4%)
4. Apple INC (AAPL) — US$1227.8万 (5.9%)
5. Ishares Dow Jones U.s. ETF (IYY) — US$579.9万 (2.8%)
Steinberganna Wealth Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Steinberganna Wealth Management 共进行了 48 项显著调整：新建仓 12 个仓位、加仓 15 个既有持股、减仓 12 个仓位，并完全清仓 9 个持股。 其中幅度最大的异动：新建仓: Ishares 0-3 Month Treasury B (SGOV); 新建仓: Elanco Animal Health INC (ELAN); 清仓: Equinix INC (EQIX); 新建仓: Idexx Laboratories INC (IDXX); 新建仓: Transmedics Group INC (TMDX)
Steinberganna Wealth Management 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，Steinberganna Wealth Management 的主要板块分布如下：
• Information Technology: 47.6%
• Health Care: 10.8%
• Industrials: 10.6%
• Communication Services: 10.3%
• Financials: 7.3%
• Energy: 6.4%