Stonebridge Wealth Management, LLC
- SEC CIK
- 0002082460
- 最新申報
- 2026/7/16
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/27 申報。只含多頭部位。
- 持股檔數
- 33
- 2025 年第 1 季沒有申報
- 總值
- $1.06 億
- 2025 年第 1 季沒有申報
Stonebridge Wealth Management, LLC 沒有申報 2025 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 414,856 | $2,087 萬 | 19.7% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 98,470 | $945.1 萬 | 8.9% | – | – | – |
| WisdomTree Tr97717X271 | DYNAMIC INT EQ | 234,131 | $924.8 萬 | 8.7% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 228,427 | $725.5 萬 | 6.8% | – | – | – |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 148,134 | $686.4 萬 | 6.5% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 121,797 | $672.8 萬 | 6.3% | – | – | – |
| WisdomTree Tr97717W877 | GLB HIGH DIV FD | 93,400 | $533.4 萬 | 5.0% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 103,181 | $467.3 萬 | 4.4% | – | – | – |
| WisdomTree Tr97717X651 | US S CAP QTY DIV | 85,161 | $396.4 萬 | 3.7% | – | – | – |
| SMTISanara MedTech Inc. | COM | 119,663 | $339.7 萬 | 3.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 65,041 | $309.3 萬 | 2.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,266 | $246.2 萬 | 2.3% | – | – | 歷史 |
| United Homes Group, Inc.91060H116 | *W EXP 01/28/202 | 3,624,605 | $232.0 萬 | 2.2% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 65,845 | $225.4 萬 | 2.1% | – | – | – |
| iShares Tr46436E403 | MSCI US GARP ETF | 34,907 | $210.8 萬 | 2.0% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 20,509 | $182.0 萬 | 1.7% | – | – | – |
| SNWVSANUWAVE Health, Inc. | COM | 51,605 | $169.6 萬 | 1.6% | – | – | 歷史 |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 34,896 | $157.2 萬 | 1.5% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 18,685 | $156.5 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 7,099 | $145.7 萬 | 1.4% | – | – | 歷史 |
| iShares Inc46434G889 | EMNG MKTS EQT | 26,697 | $139.0 萬 | 1.3% | – | – | – |
| UHGUnited Homes Group, Inc. | CL A | 450,500 | $130.6 萬 | 1.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,222 | $98.2 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46434V266 | INTERNATIONAL SL | 21,124 | $81.9 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 10,853 | $81.5 萬 | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,946 | $75.6 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,041 | $51.8 萬 | 0.5% | – | – | 歷史 |
| IDRIdaho Strategic Resources, Inc. | COM NEW | 25,085 | $32.8 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 971 | $28.2 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,039 | $25.0 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 3,292 | $23.3 萬 | 0.2% | – | – | 歷史 |
| WTWisdomTree, Inc. | COM | 16,140 | $18.6 萬 | 0.2% | – | – | 歷史 |
| MRNOWMurano Global Investments Plc | *W EXP 03/19/202 | 102,500 | $2.00 萬 | <0.1% | – | – | 歷史 |