Stratos Wealth Partners, LTD.
BEACHWOOD OH · SEC CIK 0001612865
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VHT | VANGUARD WORLD FD | $1,752.84万 | 0.20% | 64,364 | -1,275 | -1.9% | -$34.72万 | 减仓 |
| USMV | ISHARES TR | $1,735.08万 | 0.20% | 187,090 | -54,386 | -22.5% | -$504.38万 | 减仓 |
| — | LATTICE STRATEGIES TR | $1,731.93万 | 0.20% | 558,556 | 68,476 | 14.0% | $212.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,702.45万 | 0.19% | 339,134 | -27,928 | -7.6% | -$140.20万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $1,676.60万 | 0.19% | 376,425 | 368,034 | 4,386.1% | $1,639.22万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,674.71万 | 0.19% | 197,396 | -4,105 | -2.0% | -$34.83万 | 减仓 |
| NFLX | NETFLIX INC. | $1,669.75万 | 0.19% | 173,661 | -7,405 | -4.1% | -$71.20万 | 减仓 |
| COWZ | PACER FDS TR | $1,638.26万 | 0.19% | 261,870 | -12,943 | -4.7% | -$80.97万 | 减仓 |
| PULS | PGIM ETF TR | $1,603.11万 | 0.18% | 323,860 | 13,189 | 4.2% | $65.29万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $1,596.42万 | 0.18% | 225,132 | 923 | 0.4% | $6.55万 | 加仓 |
| IBTG | ISHARES TR | $1,591.04万 | 0.18% | 694,323 | 19,028 | 2.8% | $43.60万 | 加仓 |
| V | VISA INC | $1,585.29万 | 0.18% | 52,451 | -3,464 | -6.2% | -$104.70万 | 减仓 |
| POWL | POWELL INDS INC | $1,581.69万 | 0.18% | 29,232 | -487 | -1.6% | -$26.35万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,571.70万 | 0.18% | 615,145 | 362,521 | 143.5% | $926.24万 | 加仓 |
| IMCB | ISHARES TR | $1,568.36万 | 0.18% | 187,984 | 50,321 | 36.6% | $419.83万 | 加仓 |
| IBDS | ISHARES TR | $1,552.85万 | 0.18% | 640,613 | 77,101 | 13.7% | $186.89万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $1,544.42万 | 0.18% | 174,117 | 29,137 | 20.1% | $258.45万 | 加仓 |
| CAT | CATERPILLAR INC | $1,537.33万 | 0.17% | 21,699 | 421 | 2.0% | $29.83万 | 加仓 |
| GCOW | PACER FDS TR | $1,529.72万 | 0.17% | 330,820 | 38,039 | 13.0% | $175.89万 | 加仓 |
| ORCL | ORACLE CORP | $1,517.54万 | 0.17% | 103,156 | -1,369 | -1.3% | -$20.14万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1,497.99万 | 0.17% | 44,340 | 19,500 | 78.5% | $658.79万 | 加仓 |
| ETN | EATON CORP PLC | $1,494.27万 | 0.17% | 41,778 | -831 | -2.0% | -$29.72万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $1,493.08万 | 0.17% | 222,449 | 11,985 | 5.7% | $80.44万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,491.39万 | 0.17% | 326,915 | 243,090 | 290.0% | $1,108.98万 | 加仓 |
| IGSB | ISHARES TR | $1,488.19万 | 0.17% | 283,141 | -16,887 | -5.6% | -$88.76万 | 减仓 |
| PFF | ISHARES TR | $1,471.88万 | 0.17% | 485,447 | -154,287 | -24.1% | -$467.80万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,465.69万 | 0.17% | 311,649 | -4,281 | -1.4% | -$20.13万 | 减仓 |
| IWF | ISHARES TR | $1,457.58万 | 0.17% | 34,183 | -1,100 | -3.1% | -$46.90万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,453.91万 | 0.17% | 59,982 | -3,346 | -5.3% | -$81.10万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1,450.67万 | 0.16% | 115,196 | 83,583 | 264.4% | $1,052.57万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,449.94万 | 0.16% | 130,884 | 10,474 | 8.7% | $116.03万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,428.15万 | 0.16% | 433,429 | 207,833 | 92.1% | $684.81万 | 加仓 |
| QCOM | QUALCOMM INC | $1,425.04万 | 0.16% | 110,656 | -9,711 | -8.1% | -$125.06万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $1,415.21万 | 0.16% | 267,778 | -246,527 | -47.9% | -$1,302.90万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,405.50万 | 0.16% | 260,037 | 4,220 | 1.6% | $22.81万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,405.38万 | 0.16% | 330,366 | 84,393 | 34.3% | $359.01万 | 加仓 |
| IWY | ISHARES TR | $1,395.99万 | 0.16% | 56,099 | -6,762 | -10.8% | -$168.27万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,392.22万 | 0.16% | 27,863 | -179 | -0.6% | -$8.94万 | 减仓 |
| VCR | VANGUARD WORLD FD | $1,366.82万 | 0.16% | 38,069 | -293 | -0.8% | -$10.52万 | 减仓 |
| MRK | MERCK & CO INC | $1,359.46万 | 0.15% | 113,014 | -83,702 | -42.5% | -$1,006.86万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,348.18万 | 0.15% | 66,272 | 1,718 | 2.7% | $34.95万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,321.62万 | 0.15% | 264,905 | 3,458 | 1.3% | $17.25万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,312.99万 | 0.15% | 269,331 | 2,940 | 1.1% | $14.33万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,302.99万 | 0.15% | 65,711 | -1,247 | -1.9% | -$24.73万 | 减仓 |
| MINT | PIMCO ETF TR | $1,295.22万 | 0.15% | 128,788 | 20,024 | 18.4% | $201.38万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,260.33万 | 0.14% | 37,293 | 4,663 | 14.3% | $157.59万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,254.57万 | 0.14% | 122,194 | -771 | -0.6% | -$7.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,254.06万 | 0.14% | 430,503 | 23,969 | 5.9% | $69.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,249.18万 | 0.14% | 47,693 | 300 | 0.6% | $7.86万 | 加仓 |
| IBDT | ISHARES TR | $1,238.24万 | 0.14% | 488,842 | 41,842 | 9.4% | $105.99万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,230.43万 | 0.14% | 62,067 | -3,951 | -6.0% | -$78.33万 | 减仓 |
| SGOV | ISHARES TR | $1,227.24万 | 0.14% | 121,919 | -634 | -0.5% | -$6.38万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,219.48万 | 0.14% | 31,236 | 2,233 | 7.7% | $87.18万 | 加仓 |
| IEF | ISHARES TR | $1,211.14万 | 0.14% | 126,901 | 30,133 | 31.1% | $287.59万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,207.15万 | 0.14% | 24,559 | 130 | 0.5% | $6.39万 | 加仓 |
| CSCO | CISCO SYS INC | $1,195.76万 | 0.14% | 154,112 | -1,055 | -0.7% | -$8.19万 | 减仓 |
| AMGN | AMGEN INC | $1,193.45万 | 0.14% | 33,919 | 2,482 | 7.9% | $87.33万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,191.61万 | 0.14% | 306,642 | -6,671 | -2.1% | -$25.92万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1,182.53万 | 0.13% | 53,991 | -10,159 | -15.8% | -$222.51万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $1,173.59万 | 0.13% | 332,272 | 38,262 | 13.0% | $135.14万 | 加仓 |
| XBIL | RBB FD INC | $1,172.50万 | 0.13% | 234,360 | 222,275 | 1,839.3% | $1,112.04万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,171.98万 | 0.13% | 84,091 | -12,055 | -12.5% | -$168.01万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,171.23万 | 0.13% | 193,113 | -3,804 | -1.9% | -$23.07万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $1,167.45万 | 0.13% | 702,858 | 594,930 | 551.2% | $988.18万 | 加仓 |
| GLW | CORNING INC | $1,166.98万 | 0.13% | 85,826 | 5,537 | 6.9% | $75.29万 | 加仓 |
| ILOW | AB ACTIVE ETFS INC | $1,166.12万 | 0.13% | 273,351 | 35,314 | 14.8% | $150.65万 | 加仓 |
| IUSG | ISHARES TR | $1,147.07万 | 0.13% | 73,951 | 1,642 | 2.3% | $25.47万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,145.03万 | 0.13% | 408,940 | 3,612 | 0.9% | $10.11万 | 加仓 |
| IUSV | ISHARES TR | $1,132.38万 | 0.13% | 110,745 | 1,855 | 1.7% | $18.97万 | 加仓 |
| IBTJ | ISHARES TR | $1,131.28万 | 0.13% | 517,913 | 22,170 | 4.5% | $48.43万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $1,129.69万 | 0.13% | 455,520 | 415,366 | 1,034.4% | $1,030.11万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $1,126.74万 | 0.13% | 458,958 | 12,607 | 2.8% | $30.95万 | 加仓 |
| SMLF | ISHARES TR | $1,115.05万 | 0.13% | 147,708 | 8,860 | 6.4% | $66.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,110.62万 | 0.13% | 38,673 | -606 | -1.5% | -$17.40万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $1,107.97万 | 0.13% | 34,564 | -3,370 | -8.9% | -$108.03万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,095.84万 | 0.12% | 56,445 | -5,597 | -9.0% | -$108.66万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $1,087.16万 | 0.12% | 93,906 | -7,077 | -7.0% | -$81.93万 | 减仓 |
| IWB | ISHARES TR | $1,085.03万 | 0.12% | 30,430 | -826 | -2.6% | -$29.45万 | 减仓 |
| — | WELLS FARGO & CO | $1,080.53万 | 0.12% | 9,355 | 344 | 3.8% | $39.73万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,074.63万 | 0.12% | 217,668 | 34,708 | 19.0% | $171.35万 | 加仓 |
| DBEF | DBX ETF TR | $1,072.78万 | 0.12% | 217,162 | -90,425 | -29.4% | -$446.70万 | 减仓 |
| TLT | ISHARES TR | $1,066.32万 | 0.12% | 123,003 | 14,741 | 13.6% | $127.79万 | 加仓 |
| PEP | PEPSICO INC | $1,065.23万 | 0.12% | 68,596 | -919 | -1.3% | -$14.27万 | 减仓 |
| ARTY | ISHARES TR | $1,060.47万 | 0.12% | 227,912 | 3,146 | 1.4% | $14.64万 | 加仓 |
| ITOT | ISHARES TR | $1,042.67万 | 0.12% | 73,205 | -2,268 | -3.0% | -$32.30万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,030.15万 | 0.12% | 213,193 | 3,104 | 1.5% | $15.00万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,029.55万 | 0.12% | 299,200 | 26,080 | 9.5% | $89.74万 | 加仓 |
| FAST | FASTENAL CO | $1,027.86万 | 0.12% | 221,521 | -3,773 | -1.7% | -$17.51万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,012.48万 | 0.12% | 9,260 | 71 | 0.8% | $7.76万 | 加仓 |
| DGRW | WISDOMTREE TR | $1,006.30万 | 0.11% | 114,560 | -18,889 | -14.2% | -$165.92万 | 减仓 |
| HGER | HARBOR ETF TRUST | $1,006.30万 | 0.11% | 324,507 | 42,652 | 15.1% | $132.26万 | 加仓 |
| SNA | SNAP ON INC | $998.40万 | 0.11% | 27,487 | -3,470 | -11.2% | -$126.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $995.07万 | 0.11% | 48,974 | -10,105 | -17.1% | -$205.32万 | 减仓 |
| EMXC | ISHARES INC | $994.71万 | 0.11% | 126,456 | -4,661 | -3.6% | -$36.66万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $992.33万 | 0.11% | 67,685 | -6,163 | -8.3% | -$90.36万 | 减仓 |
| EEM | ISHARES TR | $986.04万 | 0.11% | 173,629 | -70,619 | -28.9% | -$401.05万 | 减仓 |
| PAVE | GLOBAL X FDS | $973.26万 | 0.11% | 191,549 | -282,426 | -59.6% | -$1,435.01万 | 减仓 |
| USFR | WISDOMTREE TR | $968.70万 | 0.11% | 192,431 | -46,623 | -19.5% | -$234.70万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $959.74万 | 0.11% | 46,121 | 1,599 | 3.6% | $33.27万 | 加仓 |
| VV | VANGUARD INDEX FDS | $947.92万 | 0.11% | 31,718 | -1,252 | -3.8% | -$37.42万 | 减仓 |