13F 机构持仓

Stratos Wealth Partners, LTD.

BEACHWOOD OH · SEC CIK 0001612865

2026Q22026Q1 更早 9 个季度 🔒
$87.96亿2026Q1 申报市值
1,619持仓数
20.3%前十大占比 · 第一大 3.2%
113 / 66新建仓 / 清仓
申报市值走势$99.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.2%
NVDA 2.7%
IVV 2.5%
SPY 2.4%
VOO 2.4%
MSFT 1.6%
QQQ 1.5%
AMZN 1.5%
IDEV 1.4%
DYNF 1.3%

2026Q1 买入最多 按季末市值估算

PYLD 加仓+$8,249.88万
DYNF 加仓+$4,543.61万
TBIL 加仓+$3,859.41万
THRO 加仓+$2,107.51万
IDEV 加仓+$2,041.82万

2026Q1 卖出最多 按季末市值估算

VT 减仓-$3,586.63万
PWZ 减仓-$3,122.76万
SPTM 减仓-$3,056.62万
SPY 减仓-$1,751.76万
PAVE 减仓-$1,435.01万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
BDJ BLACKROCK ENHANCED EQUITY DI $59.05万0.01%68,499 22,79949.9% $19.65万 加仓
SEIV SEI EXCHANGE TRADED FUNDS $58.77万0.01%14,140 -4,067-22.3% -$16.90万 减仓
HUM HUMANA INC $58.73万0.01%3,387 2,152174.3% $37.31万 加仓
FSMD FIDELITY COVINGTON TRUST $58.64万0.01%13,112 2,07618.8% $9.28万 加仓
MGV VANGUARD WORLD FD $58.61万0.01%4,043 -1,020-20.1% -$14.79万 减仓
IDXX IDEXX LABS INC $58.55万0.01%1,042 -72-6.5% -$4.05万 减仓
BROS DUTCH BROS INC $58.36万0.01%11,520 -350-2.9% -$1.77万 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $58.10万0.01%35,300 2,8458.8% $4.68万 加仓
SEIM SEI EXCHANGE TRADED FUNDS $58.07万0.01%12,748 -3,280-20.5% -$14.94万 减仓
PFFV GLOBAL X FDS $57.94万0.01%26,544 9733.8% $2.12万 加仓
EWJ ISHARES INC $57.93万0.01%6,860 6,860— $57.93万 新建仓
IONS IONIS PHARMACEUTICALS INC $57.93万0.01%7,715 -25-0.3% -$1,877 减仓
IYF ISHARES TR $57.56万0.01%4,892 -25,985-84.2% -$305.76万 减仓
WES WESTERN MIDSTREAM PARTNERS L $56.58万0.01%13,742 6,07079.1% $24.99万 加仓
CP CANADIAN PACIFIC KANSAS CITY $56.29万0.01%7,155 1,14419.0% $9.00万 加仓
HUT HUT 8 CORP $56.05万0.01%11,949 00.0% — 不变
QDEF FLEXSHARES TR $55.98万0.01%7,013 70611.2% $5.64万 加仓
— SURO CAPITAL CORP $55.60万0.01%51,915 12,50731.7% $13.40万 加仓
BGIG ETF SER SOLUTIONS $55.46万0.01%16,675 16,675— $55.46万 新建仓
DDWM WISDOMTREE TR $55.46万0.01%12,572 -372-2.9% -$1.64万 减仓
PSI INVESCO EXCHANGE TRADED FD T $55.45万0.01%5,875 5,875— $55.45万 新建仓
VBIL VANGUARD INSTL INDEX FD $55.40万0.01%7,322 -5,344-42.2% -$40.43万 减仓
EXPE EXPEDIA GROUP INC $55.39万0.01%2,398 -1,301-35.2% -$30.05万 减仓
CGCV CAPITAL GROUP CONSERVATIVE E $55.33万0.01%18,561 -313-1.7% -$9,331 减仓
EDOW FIRST TR EXCHANGE-TRADED FD $55.12万0.01%13,586 10.0% $41 加仓
— HARBOR ETF TRUST $54.84万0.01%12,239 -5,369-30.5% -$24.06万 减仓
PARR PAR PAC HOLDINGS INC $54.83万0.01%8,753 -103-1.2% -$6,452 减仓
AVAV AEROVIRONMENT INC $54.49万0.01%2,977 1,989201.3% $36.41万 加仓
VOOG VANGUARD ADMIRAL FDS INC $54.32万0.01%1,332 70.5% $2,855 加仓
RSPG INVESCO EXCHANGE TRADED FD T $54.20万0.01%4,951 4,951— $54.20万 新建仓
— WARNER BROS DISCOVERY INC $53.92万0.01%19,636 2,35513.6% $6.47万 加仓
AOM ISHARES TR $53.67万0.01%11,329 2692.4% $1.27万 加仓
AMP AMERIPRISE FINL INC $53.65万0.01%1,207 -181-13.0% -$8.05万 减仓
SOLS SOLSTICE ADVANCED MATLS INC $53.63万0.01%7,041 510.7% $3,884 加仓
PPL PPL CORP $53.59万0.01%14,029 -1,430-9.3% -$5.46万 减仓
DISV DIMENSIONAL ETF TRUST $53.57万0.01%13,583 -1,234-8.3% -$4.87万 减仓
RPV INVESCO EXCHANGE TRADED FD T $53.56万0.01%4,987 86821.1% $9.32万 加仓
CNQ CANADIAN NAT RES LTD MED TER $53.39万0.01%10,957 -234-2.1% -$1.14万 减仓
FDUS FIDUS INVT CORP $53.32万0.01%30,610 3,61013.4% $6.29万 加仓
GIS GENERAL MILLS INC $53.23万0.01%14,302 2,99626.5% $11.15万 加仓
CPRT COPART INC $53.03万0.01%15,974 -2,096-11.6% -$6.96万 减仓
TMFC RBB FD INC $52.99万0.01%8,032 1,96232.3% $12.94万 加仓
— FIRST TR EXCHANGE TRADED FD $52.91万0.01%13,707 -145-1.0% -$5,597 减仓
VISN VISTANCE NETWORKS INC $52.88万0.01%29,054 -2,503-7.9% -$4.56万 减仓
— ISHARES TR $52.79万0.01%7,958 -50-0.6% -$3,317 减仓
FLDR FIDELITY MERRIMACK STR TR $52.75万0.01%10,539 3,24944.6% $16.26万 加仓
LNC LINCOLN NATL CORP IND $52.75万0.01%14,858 -6,980-32.0% -$24.78万 减仓
DXYZ DESTINY TECH100 INC $52.68万0.01%19,672 6,92054.3% $18.53万 加仓
URA GLOBAL X FDS $52.65万0.01%10,871 -3,445-24.1% -$16.69万 减仓
— MIND TECHNOLOGY INC $52.41万0.01%62,763 -17,700-22.0% -$14.78万 减仓
XES SPDR SERIES TRUST $52.14万0.01%4,482 4,482— $52.14万 新建仓
PCAR PACCAR INC $52.11万0.01%4,511 -249-5.2% -$2.88万 减仓
UL UNILEVER PLC $52.01万0.01%9,129 1,29616.5% $7.38万 加仓
VFH VANGUARD WORLD FD $51.91万0.01%4,296 -39-0.9% -$4,712 减仓
— STRATEGY SHS $51.82万0.01%17,596 17,596— $51.82万 新建仓
FMHI FIRST TR EXCH TRADED FD III $51.81万0.01%10,897 2,12624.2% $10.11万 加仓
ICF ISHARES TR $51.21万0.01%8,274 -33-0.4% -$2,043 减仓
STIP ISHARES TR $50.75万0.01%4,906 -3,194-39.4% -$33.04万 减仓
MSIF MSC INCOME FUND INC $50.56万0.01%41,507 16,05463.1% $19.55万 加仓
BYLD ISHARES TR $50.42万0.01%22,378 -1,969-8.1% -$4.44万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $50.36万0.01%14,237 -1,140-7.4% -$4.03万 减仓
— GLOBAL X FDS $50.35万0.01%12,386 -675-5.2% -$2.74万 减仓
BFST BUSINESS FIRST BANCSHARES IN $50.16万0.01%18,550 -1,575-7.8% -$4.26万 减仓
AB ALLIANCEBERNSTEIN HLDG L P $50.05万0.01%13,366 9167.4% $3.43万 加仓
— ISHARES ETHEREUM TR $49.85万0.01%31,490 7,05828.9% $11.17万 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $49.82万0.01%13,793 50.0% $181 加仓
STZ CONSTELLATION BRANDS INC $49.48万0.01%3,298 -1,234-27.2% -$18.51万 减仓
GGG GRACO INC $49.42万0.01%5,838 -10-0.2% -$847 减仓
JPME J P MORGAN EXCHANGE TRADED F $49.38万0.01%4,311 -130-2.9% -$1.49万 减仓
PFM INVESCO EXCHANGE TRADED FD T $49.32万0.01%9,652 -287-2.9% -$1.47万 减仓
BBIO BRIDGEBIO PHARMA INC $49.31万0.01%6,640 -100-1.5% -$7,426 减仓
BILZ PIMCO ETF TR $49.12万0.01%4,865 -1,399-22.3% -$14.13万 减仓
SMLV SPDR SERIES TRUST $49.11万0.01%3,582 -401-10.1% -$5.50万 减仓
AHR AMERICAN HEALTHCARE REIT INC $48.76万0.01%10,339 -2,486-19.4% -$11.72万 减仓
HODL VANECK BITCOIN ETF $48.63万0.01%25,381 -12,299-32.6% -$23.56万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $48.41万0.01%7,492 -274-3.5% -$1.77万 减仓
SF STIFEL FINL CORP $48.35万0.01%6,541 10.0% $74 加仓
DOL WISDOMTREE TR $48.32万0.01%7,106 1,44225.5% $9.80万 加仓
TOL TOLL BROTHERS INC $48.28万0.01%3,537 1,798103.4% $24.54万 加仓
Q QNITY ELECTRONICS INC $48.27万0.01%4,183 -203-4.6% -$2.34万 减仓
MRSH MARSH & MCLENNAN COS INC $48.15万0.01%2,776 -189-6.4% -$3.28万 减仓
AAOI APPLIED OPTOELECTRONICS INC $48.04万0.01%5,678 5,678— $48.04万 新建仓
SAP SAP SE $47.43万0.01%2,770 32813.4% $5.62万 加仓
IONQ IONQ INC $47.38万0.01%16,432 -3,308-16.8% -$9.54万 减仓
DFIC DIMENSIONAL ETF TRUST $47.28万0.01%13,308 4,44450.1% $15.79万 加仓
BUFZ FIRST TR EXCHNG TRADED FD VI $46.92万0.01%17,862 1,98412.5% $5.21万 加仓
WBI WATERBRIDGE INFRASTRUCTURE L $46.92万0.01%17,514 4,66836.3% $12.51万 加仓
FLTR VANECK ETF TRUST $46.91万0.01%18,411 18,411— $46.91万 新建仓
NYF ISHARES TR $46.78万0.01%8,806 2272.6% $1.21万 加仓
EDIV SPDR INDEX SHS FDS $46.74万0.01%11,840 600.5% $2,369 加仓
MWA MUELLER WTR PRODS INC $46.59万0.01%16,948 670.4% $1,842 加仓
BSCT INVESCO EXCH TRD SLF IDX FD $46.04万0.01%24,674 690.3% $1,288 加仓
PSA PUBLIC STORAGE OPER CO $46.01万0.01%1,698 -270-13.7% -$7.32万 减仓
GSLC GOLDMAN SACHS ETF TR $46.01万0.01%3,677 70.2% $876 加仓
SCHO SCHWAB STRATEGIC TR $46.01万0.01%18,956 -5,307-21.9% -$12.88万 减仓
— GLOBAL X FDS $45.98万0.01%12,337 -206-1.6% -$7,678 减仓
JFLX J P MORGAN EXCHANGE TRADED F $45.93万0.01%9,247 -200-2.1% -$9,934 减仓
ICVT ISHARES TR $45.69万0.01%4,489 4,489— $45.69万 新建仓
PNW PINNACLE WEST CAP CORP $45.57万0.01%4,523 -188-4.0% -$1.89万 减仓
OTF BLUE OWL TECHNOLOGY FIN CORP $45.56万0.01%36,771 16,63682.6% $20.61万 加仓