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
AAPL APPLE INC $2.80亿3.18%1,103,689 -179-0.0% -$4.54万 减仓
NVDA NVIDIA CORPORATION $2.33亿2.65%1,337,996 -27,287-2.0% -$475.89万 减仓
IVV ISHARES TR $2.24亿2.54%342,211 -512-0.1% -$33.44万 减仓
SPY STATE STR SPDR S&P 500 ETF T $2.11亿2.39%323,776 -26,936-7.7% -$1,751.76万 减仓
VOO VANGUARD INDEX FDS $2.09亿2.37%349,162 -23,488-6.3% -$1,403.53万 减仓
MSFT MICROSOFT CORP $1.38亿1.57%373,869 -760-0.2% -$28.13万 减仓
QQQ INVESCO QQQ TR $1.31亿1.49%226,775 -4,735-2.0% -$273.30万 减仓
AMZN AMAZON COM INC $1.30亿1.48%624,108 -2-0.0% -$417 减仓
IDEV ISHARES TR $1.22亿1.39%1,464,742 244,32520.0% $2,041.82万 加仓
DYNF BLACKROCK ETF TRUST $1.11亿1.26%1,908,710 780,95869.2% $4,543.61万 加仓
IEMG ISHARES INC $1.09亿1.24%1,565,087 63,1014.2% $440.13万 加仓
BND VANGUARD BD INDEX FDS $1.05亿1.19%1,424,547 -142,131-9.1% -$1,046.65万 减仓
SPYM SPDR SERIES TRUST $9,786.35万1.11%1,278,593 29,4652.4% $225.53万 加仓
GOOGL ALPHABET INC $9,682.83万1.10%336,723 7,5732.3% $217.77万 加仓
VYM VANGUARD WHITEHALL FDS $9,298.88万1.06%627,878 -11,306-1.8% -$167.44万 减仓
PYLD PIMCO ETF TR $8,668.99万0.99%3,308,773 3,148,8081,968.4% $8,249.88万 加仓
VXF VANGUARD INDEX FDS $7,539.08万0.86%366,330 -1,254-0.3% -$25.81万 减仓
IJH ISHARES TR $7,349.28万0.84%1,088,298 19,5271.8% $131.87万 加仓
VTI VANGUARD INDEX FDS $7,230.39万0.82%225,379 -10,950-4.6% -$351.29万 减仓
RSP INVESCO EXCHANGE TRADED FD T $7,156.27万0.81%372,877 26,1087.5% $501.07万 加仓
JPM JPMORGAN CHASE & CO $6,922.38万0.79%235,327 -266-0.1% -$7.82万 减仓
META META PLATFORMS INC $6,865.99万0.78%120,007 3,2342.8% $185.03万 加仓
AVGO BROADCOM INC $6,800.80万0.77%219,728 -9,116-4.0% -$282.15万 减仓
RECS COLUMBIA ETF TR I $6,109.29万0.69%1,567,289 -65,230-4.0% -$254.27万 减仓
GOOG ALPHABET INC $5,810.51万0.66%202,555 4,2332.1% $121.43万 加仓
IJR ISHARES TR $5,592.77万0.64%449,904 10,4882.4% $130.38万 加仓
SPDW SPDR INDEX SHS FDS $5,580.28万0.63%1,222,405 10,7800.9% $49.21万 加仓
COST COSTCO WHOLESALE CORPORATION $5,221.06万0.59%52,397 -3,129-5.6% -$311.79万 减仓
IAU ISHARES GOLD TR $4,986.14万0.57%565,578 183,59148.1% $1,618.54万 加仓
TSLA TESLA INC $4,482.62万0.51%120,581 5,3474.6% $198.78万 加仓
TBIL RBB FD INC $4,475.18万0.51%897,548 774,049626.8% $3,859.41万 加仓
SPTM SPDR SERIES TRUST $4,447.51万0.51%562,548 -386,620-40.7% -$3,056.62万 减仓
IVW ISHARES TR $4,394.83万0.50%388,544 -24,464-5.9% -$276.71万 减仓
— EXXON MOBIL CORP $4,273.03万0.49%251,858 -24,174-8.8% -$410.14万 减仓
QDPL PACER FDS TR $4,195.80万0.48%1,045,323 5,0200.5% $20.15万 加仓
QQQM INVESCO EXCH TRADED FD TR II $4,188.43万0.48%176,266 3,4012.0% $80.81万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $3,974.44万0.45%582,079 42,2587.8% $288.54万 加仓
JGRO J P MORGAN EXCHANGE TRADED F $3,879.37万0.44%458,988 -8,459-1.8% -$71.50万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $3,805.06万0.43%79,404 -1,891-2.3% -$90.62万 减仓
SPYG SPDR SERIES TRUST $3,719.27万0.42%379,865 8,7602.4% $85.77万 加仓
ABBV ABBVIE INC $3,661.48万0.42%168,351 -7,655-4.3% -$166.49万 减仓
IWM ISHARES TR $3,628.81万0.41%146,323 21,89717.6% $543.05万 加仓
IEFA ISHARES TR $3,576.17万0.41%395,025 34,5639.6% $312.90万 加仓
HWM HOWMET AEROSPACE INC $3,454.95万0.39%149,915 -3,899-2.5% -$89.86万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $3,418.50万0.39%454,647 -186,512-29.1% -$1,402.39万 减仓
BINC BLACKROCK ETF TRUST II $3,330.75万0.38%641,392 -27,651-4.1% -$143.59万 减仓
GLD SPDR GOLD TR $3,261.53万0.37%75,798 5,0537.1% $217.43万 加仓
HD HOME DEPOT INC $3,259.48万0.37%99,105 -6,368-6.0% -$209.44万 减仓
IVE ISHARES TR $3,172.13万0.36%150,230 -1,692-1.1% -$35.73万 减仓
LLY ELI LILLY & CO $3,049.19万0.35%33,151 6,10722.6% $561.71万 加仓
THRO BLACKROCK ETF TRUST $3,044.77万0.35%840,632 581,863224.9% $2,107.51万 加仓
PLTR PALANTIR TECHNOLOGIES INC $3,029.65万0.34%207,113 2,8421.4% $41.57万 加仓
VTV VANGUARD INDEX FDS $3,026.77万0.34%154,269 2,2641.5% $44.42万 加仓
JNJ JOHNSON & JOHNSON $2,971.10万0.34%121,547 -1,693-1.4% -$41.38万 减仓
DLN WISDOMTREE TR $2,944.89万0.33%329,663 -37,906-10.3% -$338.61万 减仓
DGRO ISHARES TR $2,943.16万0.33%419,372 -43,611-9.4% -$306.06万 减仓
MCD MCDONALDS CORP $2,899.93万0.33%93,308 -5,474-5.5% -$170.13万 减仓
VXUS VANGUARD STAR FDS $2,874.80万0.33%372,818 6,2461.7% $48.16万 加仓
IYW ISHARES TR $2,736.72万0.31%150,850 3,4322.3% $62.26万 加仓
APH AMPHENOL CORP $2,701.84万0.31%213,837 -1,059-0.5% -$13.38万 减仓
SCHD SCHWAB STRATEGIC TR $2,698.63万0.31%879,606 -163,973-15.7% -$503.07万 减仓
IBDR ISHARES TR $2,698.45万0.31%1,113,222 73,7687.1% $178.81万 加仓
QUAL ISHARES TR $2,650.48万0.30%138,182 -11,042-7.4% -$211.80万 减仓
VUG VANGUARD INDEX FDS $2,642.59万0.30%60,500 -386-0.6% -$16.86万 减仓
MUB ISHARES TR $2,614.27万0.30%246,280 -13,708-5.3% -$145.51万 减仓
VIG VANGUARD SPECIALIZED FUNDS $2,586.95万0.29%120,289 2690.2% $5.79万 加仓
JPEF J P MORGAN EXCHANGE TRADED F $2,513.22万0.29%349,984 30,7339.6% $220.69万 加仓
JAAA JANUS DETROIT STR TR $2,402.65万0.27%477,000 -5,248-1.1% -$26.43万 减仓
WMT WALMART INC $2,373.14万0.27%190,951 -21,193-10.0% -$263.39万 减仓
LRCX LAM RESEARCH CORP $2,371.85万0.27%111,010 -1,505-1.3% -$32.16万 减仓
IBTH ISHARES TR $2,349.94万0.27%1,047,678 30,1733.0% $67.68万 加仓
PH PARKER-HANNIFIN CORP $2,335.45万0.27%26,087 1,1174.5% $100.00万 加仓
VGT VANGUARD WORLD FD $2,325.64万0.26%33,332 -723-2.1% -$50.45万 减仓
JPST J P MORGAN EXCHANGE TRADED F $2,282.22万0.26%450,943 64,00816.5% $323.94万 加仓
PWR QUANTA SVCS INC $2,264.07万0.26%41,238 5,53015.5% $303.61万 加仓
IBTI ISHARES TR $2,259.06万0.26%1,013,803 36,8303.8% $82.07万 加仓
XLG INVESCO EXCHANGE TRADED FD T $2,234.61万0.25%409,644 -21,464-5.0% -$117.09万 减仓
SPMO INVESCO EXCH TRADED FD TR II $2,209.35万0.25%197,069 -2,566-1.3% -$28.77万 减仓
SHLD GLOBAL X FDS $2,184.12万0.25%308,317 173,226128.2% $1,227.14万 加仓
SPYV SPDR SERIES TRUST $2,106.80万0.24%372,357 20,3415.8% $115.09万 加仓
XLK SELECT SECTOR SPDR TR $2,101.15万0.24%158,100 -37,703-19.3% -$501.07万 减仓
GLDM WORLD GOLD TR $2,091.23万0.24%225,615 23,52511.6% $218.05万 加仓
FENI FIDELITY COVINGTON TRUST $2,085.12万0.24%560,515 420,867301.4% $1,565.63万 加仓
AGG ISHARES TR $2,084.45万0.24%209,977 11,3965.7% $113.13万 加仓
IWR ISHARES TR $2,084.43万0.24%214,381 -5,516-2.5% -$53.63万 减仓
PG PROCTER & GAMBLE CO $2,053.15万0.23%142,145 -5,126-3.5% -$74.04万 减仓
BUFR FIRST TR EXCHNG TRADED FD VI $2,048.56万0.23%606,620 86,57816.6% $292.37万 加仓
ITA ISHARES TR $2,039.14万0.23%93,217 18,92025.5% $413.88万 加仓
GEV GE VERNOVA INC $2,005.87万0.23%22,979 1,4546.8% $126.92万 加仓
BIL SPDR SERIES TRUST $1,985.46万0.23%216,658 78,52756.8% $719.62万 加仓
UCON FIRST TR EXCHNG TRADED FD VI $1,944.86万0.22%785,166 97,03414.1% $240.35万 加仓
VEA VANGUARD TAX-MANAGED FDS $1,928.57万0.22%300,962 -9,414-3.0% -$60.33万 减仓
STRL STERLING INFRASTRUCTURE INC $1,927.25万0.22%47,321 5921.3% $24.11万 加仓
JQUA J P MORGAN EXCHANGE TRADED F $1,896.33万0.22%309,252 -121,259-28.2% -$743.56万 减仓
IWD ISHARES TR $1,882.58万0.21%88,107 47,530117.1% $1,015.57万 加仓
BOND PIMCO ETF TR $1,865.69万0.21%202,176 11,1165.8% $102.58万 加仓
CLS CELESTICA INC $1,836.06万0.21%65,182 -3,357-4.9% -$94.56万 减仓
CVX CHEVRON CORPORATION $1,834.35万0.21%88,658 4,0924.8% $84.66万 加仓
RWL INVESCO EXCH TRADED FD TR II $1,812.23万0.21%157,708 18,82813.6% $216.35万 加仓
OEF ISHARES TR $1,783.84万0.20%56,083 8,67218.3% $275.83万 加仓