SRE — Sempra 机构持仓 · 2026年Q3

Name: 谁持有 SRE？51 家机构、2,896 万美元（2026年Q3）
Creator: ko.io

谁持有 Sempra（SRE）？2026年Q3（报告期截至 2026-09-30）共有 51 家机构在 SEC 13F 申报中报告持有，合计 2,895.90 万美元。前几大持有机构：Oak Grove Capital LLC（800.00 万美元）、Werlinich Asset Management, LLC（360.00 万美元）、Farther Finance Advisors, LLC（270.00 万美元）。

排名	机构	市值	股数	变动
1	Oak Grove Capital LLC	$8.0M	102,004	增持
2	Werlinich Asset Management, LLC	$3.6M	45,800	减持
3	Farther Finance Advisors, LLC	$2.7M	34,412	增持
4	GAMMA Investing LLC	$1.6M	20,544	减持
5	MOODY NATIONAL BANK TRUST DIVISION	$1.5M	19,350	增持
6	Sound Income Strategies, LLC	$1.2M	14,469	持平
7	Cooper Financial Group	$1.1M	13,786	增持
8	DLK Investment Management, LLC	$1.0M	13,030	减持
9	Gradient Investments LLC	$704,287	9,034	减持
10	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$703,414	9,023	减持
11	Wealth Enhancement Trust Services, Inc.	$675,757	8,668	减持
12	Grove Bank & Trust	$652,915	8,375	增持
13	BAKER TILLY WEALTH MANAGEMENT, LLC	$619,075	7,941	增持
14	Byrne Asset Management LLC	$514,115	6,587	增持
15	Rosenberg Matthew Hamilton	$435,563	5,587	增持
16	Apella Capital, LLC	$414,133	5,197	增持
17	Wedmont Private Capital	$381,101	4,759	增持
18	CX Institutional	$284,000	3,647	减持
19	Valeo Financial Advisors, LLC	$282,907	3,629	增持
20	DAVIDSON TRUST CO	$264,362	3,391	增持
21	RIVERSEDGE ADVISORS, LLC	$263,115	3,375	新建仓
22	ROCKLAND TRUST CO	$258,125	3,311	减持
23	ATWOOD & PALMER INC	$257,268	3,300	持平
24	Venture Visionary Partners LLC	$225,443	2,891	新建仓
25	MassMutual Private Wealth & Trust, FSB	$218,444	2,802	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30