Stonebridge Financial Group, LLC 13F 持仓 · 2026年Q3
Stonebridge Financial Group 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 275 只证券，申报市值合计 13.56 亿美元。前几大持仓：USTB（6.37%）、DGRO（4.57%）、SMMU（3.73%）。本季前 25 大持仓中：新建仓 3 只、增持 14 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USTB | VICTORY PORTFOLIOS II | $86.4M | 6.37% | 1.7M | 增持 |
| 2 | DGRO | ISHARES TR | $61.9M | 4.57% | 821,294 | 减持 |
| 3 | SMMU | PIMCO ETF TR | $50.5M | 3.73% | 1.0M | 减持 |
| 4 | AAPL | APPLE INC | $45.0M | 3.32% | 135,237 | 增持 |
| 5 | PYLD | PIMCO ETF TR | $36.3M | 2.67% | 1.4M | 减持 |
| 6 | CGCP | CAPITAL GRP FIXED INCM ETF T | $34.6M | 2.55% | 1.6M | 减持 |
| 7 | PRFZ | INVESCO EXCHANGE TRADED FD T | $34.6M | 2.55% | 661,168 | 减持 |
| 8 | XLV | SELECT SECTOR SPDR TR | $33.9M | 2.50% | 201,197 | 增持 |
| 9 | SPYG | SPDR SERIES TRUST | $30.1M | 2.22% | 244,460 | 增持 |
| 10 | IEUR | ISHARES TR | $28.3M | 2.09% | 384,017 | 新建仓 |
| 11 | XLC | SELECT SECTOR SPDR TR | $28.2M | 2.08% | 254,429 | 新建仓 |
| 12 | XLE | SELECT SECTOR SPDR TR | $27.8M | 2.05% | 451,683 | 新建仓 |
| 13 | XLF | SELECT SECTOR SPDR TR | $27.5M | 2.03% | 514,665 | 减持 |
| 14 | MUNI | PIMCO ETF TR | $24.5M | 1.81% | 493,778 | 减持 |
| 15 | JAAA | JANUS DETROIT STR TR | $22.6M | 1.67% | 447,579 | 增持 |
| 16 | CGGR | CAPITAL GROUP GROWTH ETF | $22.3M | 1.64% | 469,504 | 增持 |
| 17 | DON | WISDOMTREE TR | $21.8M | 1.60% | 403,439 | 增持 |
| 18 | USFR | WISDOMTREE TR | $20.5M | 1.51% | 407,606 | 减持 |
| 19 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $20.2M | 1.49% | 507,591 | 增持 |
| 20 | CGMU | CAPITAL GRP FIXED INCM ETF T | $19.9M | 1.46% | 765,597 | 增持 |
| 21 | MSFT | MICROSOFT CORP | $18.3M | 1.35% | 35,613 | 增持 |
| 22 | SGOL | ETFS GOLD TR | $17.0M | 1.26% | 430,410 | 增持 |
| 23 | IWP | ISHARES TR | $16.9M | 1.25% | 122,704 | 增持 |
| 24 | LRGF | ISHARES TR | $17.0M | 1.25% | 218,606 | 增持 |
| 25 | DGRS | WISDOMTREE TR | $16.5M | 1.22% | 295,453 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR