Stem, Inc.
STEM- 交易所
- NYSE
- 產業
- Services-Computer Integrated Systems Design
- SEC CIK
- 0001758766
近 90 天，Stem, Inc. 內部人申報 0 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 72 家機構在 13F 申報持有，市值合計 $1,720 萬；沒有大師持有。
2023 年第 2 季 13F 持有人
Stem, Inc. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 227
- 較 2023 年第 1 季 +1 家
- 持有股數
- 1.04 億
- 較 2023 年第 1 季 +536.3 萬 (+5.5%)
- 總市值
- $5.93 億
- 較 2023 年第 1 季 +$4,542 萬 (+8.3%)
- 新進機構
- 43
- 另有 89 家加碼
- 清倉機構
- 42
- 另有 59 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 STEM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 72 | $1,720 萬 |
| 2026 年第 1 季 | 75 | $1,736 萬 |
| 2025 年第 4 季 | 86 | $2,790 萬 |
| 2025 年第 3 季 | 85 | $3,439 萬 |
| 2025 年第 2 季 | 81 | $1,006 萬 |
| 2025 年第 1 季 | 155 | $1,618 萬 |
| 2024 年第 4 季 | 142 | $3,094 萬 |
| 2024 年第 3 季 | 150 | $1,983 萬 |
| 2024 年第 2 季 | 183 | $8,860 萬 |
| 2024 年第 1 季 | 211 | $2.12 億 |
| 2023 年第 4 季 | 225 | $3.81 億 |
| 2023 年第 3 季 | 228 | $4.60 億 |
| 2023 年第 2 季 | 227 | $5.93 億 |
| 2023 年第 1 季 | 228 | $5.48 億 |
| 2022 年第 4 季 | 235 | $8.19 億 |
| 2022 年第 3 季 | 220 | $11.0 億 |
| 2022 年第 2 季 | 204 | $5.82 億 |
| 2022 年第 1 季 | 192 | $8.49 億 |
| 2021 年第 4 季 | 207 | $14.6 億 |
| 2021 年第 3 季 | 176 | $14.1 億 |
| 2021 年第 2 季 | 189 | $21.2 億 |
| 2021 年第 1 季 | 6 | $4,507 萬 |
2023 年第 2 季持有機構
每家機構持有 Stem, Inc. 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 27 | $0 | 0.00% | +11+68.8% | 加碼 |
| Avion Wealth | 195 | $0 | 0.00% | +195 | 新進 |
| Eukles Asset Management | 1 | $6 | 0.00% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 5 | $29 | 0.00% | +5 | 新進 |
| Crewe Advisors LLC | 23 | $132 | 0.00% | +23 | 新進 |
| Quadrant Capital Group LLC | 54 | $309 | 0.00% | +38+237.5% | 加碼 |
| Missouri Trust & Investment Co | 55 | $315 | 0.00% | 00.0% | 不變 |
| Atlantic Trust, LLC | 100 | $572 | 0.00% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 100 | $572 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 122 | $698 | 0.00% | 00.0% | 不變 |
| Albion Financial Group | 135 | $773 | 0.00% | 00.0% | 不變 |
| Elequin Capital LP | 156 | $892 | 0.00% | +156 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 200 | $1,000 | 0.00% | 00.0% | 不變 |
| Toronto Dominion Bank | 194 | $1,000 | 0.00% | +194 | 新進 |
| Bourgeon Capital Management LLC | 200 | $1,144 | 0.00% | +200 | 新進 |
| Sunbelt Securities, Inc. | 200 | $1,144 | 0.00% | +200 | 新進 |
| RFP Financial Group LLC | 218 | $1,247 | 0.00% | +218 | 新進 |
| Bell Investment Advisors, Inc | 232 | $1,328 | 0.00% | 00.0% | 不變 |
| Tucker Asset Management LLC | 242 | $1,384 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 247 | $1,413 | 0.00% | +148+149.5% | 加碼 |
| City Holding Co | 250 | $1,430 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 254 | $1,452 | 0.00% | −849−77.0% | 減碼 |
| PSI Advisors, LLC | 300 | $1,716 | 0.00% | 00.0% | 不變 |
| Retirement Group, LLC | 312 | $1,785 | 0.00% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 326 | $1,865 | 0.00% | +326 | 新進 |
| Red Tortoise LLC | 355 | $2,031 | 0.00% | +355 | 新進 |
| Piershale Financial Group, Inc. | 450 | $2,574 | 0.00% | 00.0% | 不變 |
| Stone House Investment Management, LLC | 479 | $2,740 | 0.00% | +100+26.4% | 加碼 |
| Versant Capital Management, Inc | 482 | $2,757 | 0.00% | +482 | 新進 |
| Strategic Investment Solutions, Inc. | 500 | $2,770 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 500 | $2,860 | 0.00% | 00.0% | 不變 |
| Optimum Investment Advisors | 500 | $2,860 | 0.00% | 00.0% | 不變 |
| VitalStone Financial, LLC | 580 | $3,000 | 0.00% | −777−57.3% | 減碼 |
| JJJ Advisors Inc. | 540 | $3,089 | 0.00% | 00.0% | 不變 |
| Signaturefd, LLC | 674 | $3,855 | 0.00% | +622+1,196.2% | 加碼 |
| Sandy Spring Bank | 700 | $4,004 | 0.00% | 00.0% | 不變 |
| IAG Wealth Partners, LLC | 700 | $4,004 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 770 | $4,404 | 0.00% | +120+18.5% | 加碼 |
| Wolff Wiese Magana LLC | 1,000 | $5,720 | 0.00% | +1,000 | 新進 |
| Capital Analysts, LLC | 1,135 | $6,000 | 0.00% | 00.0% | 不變 |
| Quantbot Technologies LP | 1,090 | $6,235 | 0.00% | +1,090 | 新進 |
| Allworth Financial LP | 1,160 | $6,636 | 0.00% | +45+4.0% | 加碼 |
| CWM, LLC | 1,184 | $7,000 | 0.00% | −965−44.9% | 減碼 |
| Newbridge Financial Services Group, Inc. | 1,500 | $8,580 | 0.00% | −3,045−67.0% | 減碼 |
| Pinebridge Investments, L.P. | 1,711 | $9,787 | 0.00% | +1,711 | 新進 |
| BIT Capital GmbH | 1,826 | $1.04 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 2,000 | $1.14 萬 | 0.00% | +200+11.1% | 加碼 |
| WR Wealth Planners, LLC | 2,800 | $1.60 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 2,887 | $1.65 萬 | 0.00% | +1,472+104.0% | 加碼 |
| FMR LLC | 3,179 | $1.82 萬 | 0.00% | −660,876−99.5% | 減碼 |
| US Bancorp | 3,351 | $1.92 萬 | 0.00% | +1,183+54.6% | 加碼 |
| Byrne Asset Management LLC | 3,500 | $2.00 萬 | 0.01% | +100+2.9% | 加碼 |
| Cutler Group LP | 4,327 | $2.40 萬 | 0.01% | +4,221+3,982.1% | 加碼 |
| Nisa Investment Advisors, LLC | 4,283 | $2.45 萬 | 0.00% | +3,100+262.0% | 加碼 |
| Armstrong Advisory Group, Inc | 4,424 | $2.53 萬 | 0.00% | +4,424 | 新進 |
| GWM Advisors LLC | 4,653 | $2.66 萬 | 0.00% | −3,675−44.1% | 減碼 |
| Metropolitan Life Insurance Co | 7,932 | $4.54 萬 | 0.00% | 00.0% | 不變 |
| CKW Financial Group | 8,389 | $4.80 萬 | 0.01% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 9,340 | $5.34 萬 | 0.00% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 10,086 | $5.77 萬 | 0.03% | +10,086 | 新進 |
| National Asset Management, Inc. | 10,300 | $5.89 萬 | 0.00% | −16,555−61.6% | 減碼 |
| Meridian Wealth Management, LLC | 10,500 | $6.01 萬 | 0.01% | +10,500 | 新進 |
| Wealthspire Advisors, LLC | 10,582 | $6.05 萬 | 0.00% | −700−6.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,809 | $6.18 萬 | 0.00% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 11,103 | $6.40 萬 | 0.00% | +11,103 | 新進 |
| State of Wisconsin Investment Board | 11,610 | $6.64 萬 | 0.00% | +11,610 | 新進 |
| Bayesian Capital Management, LP | 11,900 | $6.81 萬 | 0.01% | +11,900 | 新進 |
| Deuterium Capital Management, LLC | 12,000 | $6.86 萬 | 0.10% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 12,241 | $7.00 萬 | 0.05% | −8,641−41.4% | 減碼 |
| Mariner, LLC | 12,467 | $7.13 萬 | 0.00% | −8,103−39.4% | 減碼 |
| Tortoise Investment Management, LLC | 12,843 | $7.35 萬 | 0.01% | 00.0% | 不變 |
| Quadrature Capital Ltd | 13,325 | $7.63 萬 | 0.00% | −69,921−84.0% | 減碼 |
| IHT Wealth Management, LLC | 13,565 | $7.76 萬 | 0.00% | −100−0.7% | 減碼 |
| Janney Montgomery Scott LLC | 13,610 | $7.80 萬 | 0.00% | −521−3.7% | 減碼 |
| Tower Research Capital LLC (TRC) | 14,389 | $8.23 萬 | 0.00% | +1,039+7.8% | 加碼 |
| Amalgamated Bank | 14,435 | $8.30 萬 | 0.00% | −5,714−28.4% | 減碼 |
| MTM Investment Management, LLC | 15,000 | $8.58 萬 | 0.04% | 00.0% | 不變 |
| Aries Wealth Management | 15,000 | $8.58 萬 | 0.03% | +5,000+50.0% | 加碼 |
| Principal Financial Group Inc | 15,126 | $8.65 萬 | 0.00% | −760−4.8% | 減碼 |
| Victory Capital Management Inc | 15,232 | $8.71 萬 | 0.00% | −356−2.3% | 減碼 |
| 360 Financial, Inc. | 15,324 | $8.77 萬 | 0.05% | +421+2.8% | 加碼 |
| Advisors Asset Management, Inc. | 15,858 | $9.07 萬 | 0.00% | −18,489−53.8% | 減碼 |
| Steel Peak Wealth Management LLC | 17,000 | $9.72 萬 | 0.01% | 00.0% | 不變 |
| Seven Eight Capital, LP | 17,468 | $9.99 萬 | 0.02% | −145,347−89.3% | 減碼 |
| Hall Private Wealth Advisors | 17,793 | $10.2 萬 | 0.06% | +2,562+16.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 17,842 | $10.2 萬 | 0.00% | +4,696+35.7% | 加碼 |
| ProShare Advisors LLC | 18,529 | $10.6 萬 | 0.00% | +1,567+9.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 19,383 | $11.1 萬 | 0.01% | −7,300−27.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 21,354 | $12.2 萬 | 0.00% | −8,415−28.3% | 減碼 |
| Sigma Planning Corp | 21,550 | $12.3 萬 | 0.00% | +3,180+17.3% | 加碼 |
| Engineers Gate Manager LP | 21,561 | $12.3 萬 | 0.00% | +21,561 | 新進 |
| Creative Planning | 21,682 | $12.4 萬 | 0.00% | +21,682 | 新進 |
| Pictet Asset Management SA | 21,826 | $12.5 萬 | 0.00% | +21,826 | 新進 |
| Bridgefront Capital, LLC | 22,874 | $13.1 萬 | 0.07% | +10,356+82.7% | 加碼 |
| Vident Investment Advisory, LLC | 23,864 | $13.7 萬 | 0.00% | +5,318+28.7% | 加碼 |
| Prospera Financial Services Inc | 24,769 | $14.2 萬 | 0.01% | +248+1.0% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 25,402 | $14.5 萬 | 0.02% | +25,402 | 新進 |
| International Assets Investment Management, LLC | 25,750 | $14.7 萬 | 0.02% | +5,875+29.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 27,874 | $15.9 萬 | 0.00% | +2,852+11.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 28,560 | $16.3 萬 | 0.01% | −2,320−7.5% | 減碼 |