Stratos Wealth Advisors, LLC
BEACHWOOD OH · SEC CIK 0001707202
$16.29亿2026Q1 申报市值
609持仓数
23.2%前十大占比 · 第一大 4.4%
34 / 76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
BOXX 加仓+$1,103.21万
IBTH 加仓+$1,088.22万
AVUV 新建仓+$930.75万
ICOW 加仓+$647.53万
COWZ 加仓+$596.34万
2026Q1 卖出最多 按季末市值估算
VGIT 清仓-$2,632.19万
VOO 减仓-$2,562.38万
VGSH 减仓-$2,355.50万
IBTG 减仓-$1,952.42万
SGOV 减仓-$1,790.75万
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 |
|---|---|---|---|---|---|---|---|---|
| TK | TEEKAY CORPORATION LTD | $13.55万 | 0.01% | 11,097 | -564 | -4.8% | -$6,886 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $13.83万 | 0.01% | 98,788 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $14.37万 | 0.01% | 10,915 | 10,915 | — | $14.37万 | 新建仓 |
| NBXG | NEUBERGER NEXT GENERATION | $14.80万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $15.20万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $16.75万 | 0.01% | 25,306 | 559 | 2.3% | $3,701 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $16.83万 | 0.01% | 10,751 | -2,994 | -21.8% | -$4.69万 | 减仓 |
| QUIK | QUICKLOGIC CORP | $18.04万 | 0.01% | 19,235 | 1,000 | 5.5% | $9,380 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $19.58万 | 0.01% | 17,995 | 17,995 | — | $19.58万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $20.19万 | 0.01% | 23,000 | 0 | 0.0% | — | 不变 |
| VMO | INVESCO MUN OPPORTUNIT TR | $20.26万 | 0.01% | 21,302 | -67,739 | -76.1% | -$64.42万 | 减仓 |
| SIL | GLOBAL X FDS | $20.43万 | 0.01% | 2,268 | 2,268 | — | $20.43万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.46万 | 0.01% | 3,309 | -7,465 | -69.3% | -$46.15万 | 重新持有 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $20.49万 | 0.01% | 5,534 | 5,534 | — | $20.49万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $20.51万 | 0.01% | 4,918 | -385 | -7.3% | -$1.61万 | 重新持有 |
| MFDX | PIMCO EQUITY SER | $20.65万 | 0.01% | 5,187 | 5,187 | — | $20.65万 | 新建仓 |
| EMR | EMERSON ELEC CO | $20.67万 | 0.01% | 1,577 | -122 | -7.2% | -$1.60万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $20.76万 | 0.01% | 2,388 | 2,388 | — | $20.76万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $20.78万 | 0.01% | 24,000 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $20.79万 | 0.01% | 1,739 | 3 | 0.2% | $359 | 加仓 |
| KKR | KKR & CO INC | $20.86万 | 0.01% | 2,254 | -341 | -13.1% | -$3.16万 | 减仓 |
| ARGT | GLOBAL X FDS | $20.92万 | 0.01% | 2,242 | 0 | 0.0% | — | 不变 |
| FAS | DIREXION SHARES ETF TRUST | $20.97万 | 0.01% | 1,769 | -53 | -2.9% | -$6,283 | 减仓 |
| EME | EMCOR GROUP INC | $21.34万 | 0.01% | 289 | 289 | — | $21.34万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $21.48万 | 0.01% | 1,043 | -9 | -0.9% | -$1,854 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $21.54万 | 0.01% | 5,117 | 52 | 1.0% | $2,189 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $21.66万 | 0.01% | 740 | -482 | -39.4% | -$14.11万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $21.83万 | 0.01% | 1,507 | -61 | -3.9% | -$8,835 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $21.83万 | 0.01% | 639 | -65 | -9.2% | -$2.22万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.90万 | 0.01% | 1,321 | -108 | -7.6% | -$1.79万 | 减仓 |
| DASH | DOORDASH INC | $22.01万 | 0.01% | 1,466 | 60 | 4.3% | $9,009 | 加仓 |
| PAVE | GLOBAL X FDS | $22.10万 | 0.01% | 4,350 | 2 | 0.0% | $102 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $22.11万 | 0.01% | 8,318 | -2,072 | -19.9% | -$5.51万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $22.23万 | 0.01% | 1,413 | 5 | 0.4% | $787 | 加仓 |
| NVO | NOVO-NORDISK A S | $22.26万 | 0.01% | 6,058 | -190 | -3.0% | -$6,983 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $22.27万 | 0.01% | 5,171 | -50 | -1.0% | -$2,153 | 减仓 |
| MGV | VANGUARD WORLD FD | $22.39万 | 0.01% | 1,545 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $22.53万 | 0.01% | 1,616 | -50 | -3.0% | -$6,970 | 减仓 |
| — | EATON VANCE RISK-MANAGED DIV | $22.88万 | 0.01% | 28,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $22.90万 | 0.01% | 1,100 | -120 | -9.8% | -$2.50万 | 减仓 |
| PHM | PULTE GROUP INC | $22.91万 | 0.01% | 1,947 | -71 | -3.5% | -$8,353 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $22.91万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $22.99万 | 0.01% | 3,704 | -127,085 | -97.2% | -$788.94万 | 减仓 |
| OEF | ISHARES TR | $23.06万 | 0.01% | 725 | -53 | -6.8% | -$1.69万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $23.08万 | 0.01% | 1,923 | 1,923 | — | $23.08万 | 新建仓 |
| — | BANK AMERICA CORP | $23.20万 | 0.01% | 194 | -19 | -8.9% | -$2.27万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $23.37万 | 0.01% | 9,581 | -240 | -2.4% | -$5,854 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $23.46万 | 0.01% | 4,750 | 4,750 | — | $23.46万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $23.54万 | 0.01% | 4,618 | 4,618 | — | $23.54万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $23.59万 | 0.01% | 5,206 | -48 | -0.9% | -$2,175 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.59万 | 0.01% | 8,075 | -35 | -0.4% | -$1,022 | 减仓 |
| IYW | ISHARES TR | $23.61万 | 0.01% | 1,301 | -923 | -41.5% | -$16.75万 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $23.66万 | 0.01% | 12,596 | 154 | 1.2% | $2,892 | 加仓 |
| ATO | ATMOS ENERGY CORP | $23.67万 | 0.01% | 1,281 | -169 | -11.7% | -$3.12万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $23.75万 | 0.01% | 3,339 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $23.75万 | 0.01% | 890 | -197 | -18.1% | -$5.26万 | 减仓 |
| SEPU | AIM ETF PRODUCTS TRUST | $24.00万 | 0.01% | 8,570 | -142,957 | -94.3% | -$400.28万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $24.27万 | 0.01% | 17,751 | 0 | 0.0% | — | 不变 |
| BMAR | INNOVATOR ETFS TRUST | $24.28万 | 0.01% | 4,625 | -433 | -8.6% | -$2.27万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $24.29万 | 0.01% | 6,163 | -57 | -0.9% | -$2,247 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $24.52万 | 0.02% | 4,928 | -34 | -0.7% | -$1,692 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $24.64万 | 0.02% | 2,785 | 371 | 15.4% | $3.28万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.68万 | 0.02% | 8,672 | 19 | 0.2% | $541 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $24.87万 | 0.02% | 6,426 | -6,118 | -48.8% | -$23.68万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $24.99万 | 0.02% | 9,203 | 9,203 | — | $24.99万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $25.08万 | 0.02% | 1,963 | -281 | -12.5% | -$3.59万 | 重新持有 |
| DXCM | DEXCOM INC | $25.10万 | 0.02% | 3,997 | 3,997 | — | $25.10万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $25.11万 | 0.02% | 8,744 | -157 | -1.8% | -$4,508 | 减仓 |
| — | PACER FDS TR | $25.12万 | 0.02% | 5,346 | -163 | -3.0% | -$7,659 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $25.20万 | 0.02% | 9,220 | 9,220 | — | $25.20万 | 新建仓 |
| QMOM | EA SERIES TRUST | $25.26万 | 0.02% | 3,698 | 106 | 3.0% | $7,241 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $25.30万 | 0.02% | 6,500 | 6,500 | — | $25.30万 | 新建仓 |
| IDV | ISHARES TR | $25.36万 | 0.02% | 5,958 | -8,488 | -58.8% | -$36.12万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $25.52万 | 0.02% | 5,365 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $25.56万 | 0.02% | 8,704 | 8,704 | — | $25.56万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $25.61万 | 0.02% | 8,473 | -108 | -1.3% | -$3,264 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $25.80万 | 0.02% | 4,582 | -290 | -6.0% | -$1.63万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.85万 | 0.02% | 9,709 | 0 | 0.0% | — | 不变 |
| HECA | ETF OPPORTUNITIES TRUST | $25.89万 | 0.02% | 8,969 | 434 | 5.1% | $1.25万 | 加仓 |
| GL | GLOBE LIFE INC | $25.98万 | 0.02% | 1,867 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $26.23万 | 0.02% | 2,647 | 2,647 | — | $26.23万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $26.27万 | 0.02% | 25,000 | -3,000 | -10.7% | -$3.15万 | 减仓 |
| KR | KROGER CO | $26.32万 | 0.02% | 3,637 | -730 | -16.7% | -$5.28万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $26.45万 | 0.02% | 2,062 | -491 | -19.2% | -$6.30万 | 减仓 |
| NLR | VANECK ETF TRUST | $26.58万 | 0.02% | 1,995 | 100 | 5.3% | $1.33万 | 加仓 |
| TGTX | TG THERAPEUTICS INC | $26.65万 | 0.02% | 8,022 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $26.74万 | 0.02% | 2,800 | 3 | 0.1% | $286 | 加仓 |
| OKE | ONEOK INC NEW | $26.76万 | 0.02% | 2,960 | -113 | -3.7% | -$1.02万 | 减仓 |
| MUNI | PIMCO ETF TR | $26.77万 | 0.02% | 5,128 | -4,234 | -45.2% | -$22.10万 | 减仓 |
| — | ADVISORSHARES TR | $26.98万 | 0.02% | 15,032 | 15,032 | — | $26.98万 | 新建仓 |
| TIP | ISHARES TR | $27.19万 | 0.02% | 2,463 | 19 | 0.8% | $2,098 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $27.20万 | 0.02% | 3,300 | -108,732 | -97.1% | -$896.30万 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $27.36万 | 0.02% | 3,897 | -656 | -14.4% | -$4.61万 | 减仓 |
| IJT | ISHARES TR | $27.57万 | 0.02% | 1,905 | -91 | -4.6% | -$1.32万 | 减仓 |
| ACHR | ARCHER AVIATION INC | $27.60万 | 0.02% | 53,375 | -9,925 | -15.7% | -$5.13万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $27.60万 | 0.02% | 1,339 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $27.62万 | 0.02% | 2,977 | 225 | 8.2% | $2.09万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $27.62万 | 0.02% | 6,603 | -1,317 | -16.6% | -$5.51万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $27.82万 | 0.02% | 6,348 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.84万 | 0.02% | 6,000 | -2 | -0.0% | -$93 | 减仓 |