Stonebridge Wealth Management, LLC 13F 持仓 · 2026年Q3
Stonebridge Wealth Management 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 35 只证券，申报市值合计 1.12 亿美元。前几大持仓：USFR（24.35%）、DDLS（9.36%）、DHS（8.57%）。本季前 25 大持仓中：增持 13 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $27.4M | 24.35% | 543,194 | 增持 |
| 2 | DDLS | WISDOMTREE TR | $10.5M | 9.36% | 232,271 | 增持 |
| 3 | DHS | WISDOMTREE TR | $9.6M | 8.57% | 85,976 | 增持 |
| 4 | DTH | WISDOMTREE TR | $8.4M | 7.45% | 150,012 | 增持 |
| 5 | DGS | WISDOMTREE TR | $7.6M | 6.80% | 120,947 | 增持 |
| 6 | DEW | WISDOMTREE TR | $6.6M | 5.88% | 95,907 | 增持 |
| 7 | DES | WISDOMTREE TR | $5.5M | 4.93% | 146,092 | 减持 |
| 8 | DEM | WISDOMTREE TR | $5.4M | 4.77% | 96,845 | 增持 |
| 9 | ABBV | ABBVIE INC | $3.5M | 3.08% | 13,218 | 增持 |
| 10 | DGRS | WISDOMTREE TR | $3.3M | 2.94% | 59,134 | 减持 |
| 11 | INTF | ISHARES TR | $2.4M | 2.14% | 57,869 | 减持 |
| 12 | GARP | ISHARES TR | $2.4M | 2.13% | 28,014 | 减持 |
| 13 | SPHD | INVESCO EXCH TRADED FD TR II | $2.4M | 2.10% | 49,030 | 增持 |
| 14 | AAPL | APPLE INC | $2.2M | 1.97% | 6,648 | 持平 |
| 15 | DVYE | ISHARES INC | $1.8M | 1.62% | 53,419 | 增持 |
| 16 | JSMD | JANUS DETROIT STR TR | $1.5M | 1.36% | 17,095 | 增持 |
| 17 | IHDG | WISDOMTREE TR | $1.4M | 1.21% | 26,244 | 减持 |
| 18 | DGRW | WISDOMTREE TR | $1.3M | 1.17% | 13,487 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $1.3M | 1.17% | 4,946 | 持平 |
| 20 | EMGF | ISHARES INC | $1.1M | 0.97% | 15,226 | 减持 |
| 21 | DLS | WISDOMTREE TR | $927,789 | 0.83% | 10,641 | 持平 |
| 22 | ISCF | ISHARES TR | $785,703 | 0.70% | 17,593 | 减持 |
| 23 | USIO | USIO INC | $750,690 | 0.67% | 279,067 | 增持 |
| 24 | ABT | ABBOTT LABORATORIES | $713,738 | 0.64% | 7,222 | 持平 |
| 25 | PWV | INVESCO EXCHANGE TRADED FD T | $585,297 | 0.52% | 7,671 | 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