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 |
|---|---|---|---|---|---|---|---|---|
| PJAN | INNOVATOR ETFS TRUST | $81.46万 | 0.05% | 17,659 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $81.63万 | 0.05% | 16,387 | 1,425 | 9.5% | $7.10万 | 加仓 |
| BNDC | FLEXSHARES TR | $83.09万 | 0.05% | 37,364 | 1,905 | 5.4% | $4.24万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $83.84万 | 0.05% | 16,941 | 13,136 | 345.2% | $65.01万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $84.47万 | 0.05% | 88,727 | -105,817 | -54.4% | -$100.74万 | 减仓 |
| — | NEOS ETF TRUST | $84.77万 | 0.05% | 16,541 | 247 | 1.5% | $1.27万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $84.91万 | 0.05% | 25,227 | 1,705 | 7.2% | $5.74万 | 加仓 |
| SDY | SPDR SERIES TRUST | $85.16万 | 0.05% | 5,835 | -89 | -1.5% | -$1.30万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $85.40万 | 0.05% | 2,488 | 1,860 | 296.2% | $63.85万 | 重新持有 |
| TLT | ISHARES TR | $85.92万 | 0.05% | 9,911 | -10,657 | -51.8% | -$92.39万 | 减仓 |
| — | EA SERIES TRUST | $86.23万 | 0.05% | 22,064 | -423 | -1.9% | -$1.65万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $87.09万 | 0.05% | 35,161 | -213 | -0.6% | -$5,276 | 减仓 |
| SLYV | SPDR SERIES TRUST | $87.21万 | 0.05% | 9,220 | -327 | -3.4% | -$3.09万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $88.01万 | 0.05% | 7,168 | 225 | 3.2% | $2.76万 | 加仓 |
| — | FIRST TR EXCH TRADED FD III | $88.16万 | 0.05% | 42,588 | -1,453 | -3.3% | -$3.01万 | 减仓 |
| MSTR | STRATEGY INC | $89.50万 | 0.05% | 7,171 | -3,204 | -30.9% | -$39.99万 | 减仓 |
| INTC | INTEL CORP | $89.69万 | 0.06% | 20,324 | -1,774 | -8.0% | -$7.83万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $90.48万 | 0.06% | 1,866 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $92.51万 | 0.06% | 15,672 | -4,930 | -23.9% | -$29.10万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $93.04万 | 0.06% | 54,029 | -732 | -1.3% | -$1.26万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $94.43万 | 0.06% | 7,211 | 112 | 1.6% | $1.47万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $94.63万 | 0.06% | 1,565 | 580 | 58.9% | $35.07万 | 加仓 |
| MELI | MERCADOLIBRE INC | $95.25万 | 0.06% | 550 | 230 | 71.9% | $39.83万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $96.27万 | 0.06% | 30,484 | 29 | 0.1% | $916 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $96.54万 | 0.06% | 2,951 | -349 | -10.6% | -$11.42万 | 减仓 |
| IVE | ISHARES TR | $98.41万 | 0.06% | 4,660 | -448 | -8.8% | -$9.46万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $99.64万 | 0.06% | 8,994 | -2,291 | -20.3% | -$25.38万 | 减仓 |
| IYM | ISHARES TR | $102.32万 | 0.06% | 5,816 | 5,816 | — | $102.32万 | 新建仓 |
| DFAX | DIMENSIONAL ETF TRUST | $102.49万 | 0.06% | 30,172 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $103.39万 | 0.06% | 4,603 | 196 | 4.4% | $4.40万 | 加仓 |
| — | ORLA MNG LTD NEW | $103.53万 | 0.06% | 64,185 | -17,000 | -20.9% | -$27.42万 | 减仓 |
| ADI | ANALOG DEVICES INC | $103.85万 | 0.06% | 3,264 | -144 | -4.2% | -$4.58万 | 减仓 |
| IUSV | ISHARES TR | $104.48万 | 0.06% | 10,217 | 13 | 0.1% | $1,329 | 加仓 |
| DGRW | WISDOMTREE TR | $106.98万 | 0.07% | 12,178 | 652 | 5.7% | $5.73万 | 加仓 |
| PWR | QUANTA SVCS INC | $109.63万 | 0.07% | 1,996 | 5 | 0.3% | $2,746 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $111.68万 | 0.07% | 67,236 | -1,783 | -2.6% | -$2.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $113.22万 | 0.07% | 33,371 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $113.29万 | 0.07% | 41,315 | 6,399 | 18.3% | $17.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $113.84万 | 0.07% | 2,316 | 199 | 9.4% | $9.78万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $115.07万 | 0.07% | 18,004 | -1,735 | -8.8% | -$11.09万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $115.92万 | 0.07% | 29,023 | -3,789 | -11.5% | -$15.13万 | 减仓 |
| NEM | NEWMONT CORP | $116.21万 | 0.07% | 10,735 | -4,087 | -27.6% | -$44.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.48万 | 0.07% | 5,726 | 82 | 1.5% | $1.67万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $116.94万 | 0.07% | 25,439 | -696 | -2.7% | -$3.20万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $117.48万 | 0.07% | 20,796 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $118.95万 | 0.07% | 12,806 | -1,132 | -8.1% | -$10.51万 | 减仓 |
| VFH | VANGUARD WORLD FD | $119.43万 | 0.07% | 9,886 | -221 | -2.2% | -$2.67万 | 减仓 |
| ORCL | ORACLE CORP | $120.16万 | 0.07% | 8,167 | -184 | -2.2% | -$2.71万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $120.39万 | 0.07% | 16,737 | 403 | 2.5% | $2.90万 | 加仓 |
| IGV | ISHARES TR | $121.32万 | 0.07% | 15,156 | 13,284 | 709.6% | $106.34万 | 重新持有 |
| IWV | ISHARES TR | $121.73万 | 0.07% | 3,284 | -4,251 | -56.4% | -$157.58万 | 减仓 |
| SLV | ISHARES SILVER TR | $121.93万 | 0.07% | 17,893 | -5,706 | -24.2% | -$38.88万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $122.17万 | 0.07% | 12,664 | 4,701 | 59.0% | $45.35万 | 加仓 |
| IEF | ISHARES TR | $125.57万 | 0.08% | 13,157 | -667 | -4.8% | -$6.37万 | 减仓 |
| CLS | CELESTICA INC | $126.19万 | 0.08% | 4,480 | 200 | 4.7% | $5.63万 | 加仓 |
| T | AT&T INC | $126.31万 | 0.08% | 43,569 | 988 | 2.3% | $2.86万 | 加仓 |
| — | HONEYWELL INTL INC | $127.15万 | 0.08% | 5,625 | 576 | 11.4% | $13.02万 | 加仓 |
| — | THEMES ETF TR | $127.64万 | 0.08% | 39,690 | 3,245 | 8.9% | $10.44万 | 加仓 |
| NVS | NOVARTIS AG | $128.75万 | 0.08% | 8,428 | 7 | 0.1% | $1,069 | 加仓 |
| MS | MORGAN STANLEY | $129.27万 | 0.08% | 7,855 | 106 | 1.4% | $1.74万 | 加仓 |
| CPNG | COUPANG INC | $130.66万 | 0.08% | 69,207 | -879 | -1.3% | -$1.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $130.79万 | 0.08% | 3,350 | 58 | 1.8% | $2.26万 | 加仓 |
| DIS | DISNEY WALT CO | $134.62万 | 0.08% | 13,967 | -350 | -2.4% | -$3.37万 | 减仓 |
| EEM | ISHARES TR | $136.72万 | 0.08% | 24,074 | 2,286 | 10.5% | $12.98万 | 加仓 |
| VHT | VANGUARD WORLD FD | $136.76万 | 0.08% | 5,021 | 3,459 | 221.4% | $94.21万 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $136.91万 | 0.08% | 24,334 | -1,425 | -5.5% | -$8.02万 | 减仓 |
| CSCO | CISCO SYS INC | $137.28万 | 0.08% | 17,693 | 564 | 3.3% | $4.38万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $137.35万 | 0.08% | 10,976 | 59 | 0.5% | $7,383 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $138.46万 | 0.08% | 39,202 | -53 | -0.1% | -$1,872 | 减仓 |
| EQTY | VALUED ADVISERS TR | $138.80万 | 0.09% | 54,536 | 54,536 | — | $138.80万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $141.82万 | 0.09% | 28,725 | 2,990 | 11.6% | $14.76万 | 加仓 |
| HD | HOME DEPOT INC | $142.36万 | 0.09% | 4,328 | -622 | -12.6% | -$20.46万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $144.43万 | 0.09% | 16,962 | -690 | -3.9% | -$5.88万 | 减仓 |
| PEP | PEPSICO INC | $145.72万 | 0.09% | 9,383 | 94 | 1.0% | $1.46万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $146.31万 | 0.09% | 19,459 | 2,644 | 15.7% | $19.88万 | 加仓 |
| IGRO | ISHARES TR | $146.38万 | 0.09% | 17,473 | -2,258 | -11.4% | -$18.92万 | 减仓 |
| IREN | IREN LIMITED | $146.98万 | 0.09% | 42,875 | -502 | -1.2% | -$1.72万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $147.20万 | 0.09% | 4,357 | 103 | 2.4% | $3.48万 | 加仓 |
| EEMV | ISHARES INC | $147.22万 | 0.09% | 22,743 | 9 | 0.0% | $583 | 加仓 |
| ECL | ECOLAB INC | $147.92万 | 0.09% | 5,560 | -48 | -0.9% | -$1.28万 | 减仓 |
| GEV | GE VERNOVA INC | $149.74万 | 0.09% | 1,715 | 159 | 10.2% | $13.88万 | 加仓 |
| MO | ALTRIA GROUP INC | $150.15万 | 0.09% | 22,752 | -1,850 | -7.5% | -$12.21万 | 减仓 |
| AMAT | APPLIED MATLS INC | $151.94万 | 0.09% | 4,445 | -327 | -6.9% | -$11.18万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $152.10万 | 0.09% | 52,323 | -2,208 | -4.0% | -$6.42万 | 减仓 |
| GE | GE AEROSPACE | $153.12万 | 0.09% | 5,395 | -170 | -3.1% | -$4.82万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $155.73万 | 0.10% | 14,047 | -1,801 | -11.4% | -$19.97万 | 减仓 |
| BIL | SPDR SERIES TRUST | $155.83万 | 0.10% | 17,004 | -14,259 | -45.6% | -$130.67万 | 减仓 |
| — | VIRTUS ETF TR II | $156.20万 | 0.10% | 67,735 | -8,144 | -10.7% | -$18.78万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $156.99万 | 0.10% | 4,897 | -18 | -0.4% | -$5,770 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.65万 | 0.10% | 26,158 | 1,417 | 5.7% | $8.59万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $159.53万 | 0.10% | 5,895 | 443 | 8.1% | $11.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $160.61万 | 0.10% | 5,309 | 170 | 3.3% | $5.14万 | 加仓 |
| SYK | STRYKER CORPORATION | $161.11万 | 0.10% | 4,902 | 571 | 13.2% | $18.77万 | 加仓 |
| SOXX | ISHARES TR | $161.65万 | 0.10% | 4,918 | -112 | -2.2% | -$3.68万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $162.39万 | 0.10% | 22,051 | 3,993 | 22.1% | $29.40万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $162.48万 | 0.10% | 17,288 | 1,046 | 6.4% | $9.83万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $168.07万 | 0.10% | 35,736 | -5 | -0.0% | -$235 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $169.13万 | 0.10% | 24,037 | 28 | 0.1% | $1,970 | 加仓 |
| DWM | WISDOMTREE TR | $170.65万 | 0.10% | 24,416 | 3,195 | 15.1% | $22.33万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $172.49万 | 0.11% | 35,361 | -5 | -0.0% | -$244 | 减仓 |