Stratos Wealth Advisors, LLC
BEACHWOOD OH · SEC CIK 0001707202
$18.21亿2026Q2 申报市值
638持仓数
24.4%前十大占比 · 第一大 5.1%
56 / 36新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IBTI 加仓+$6,064.90万
SPY 加仓+$1,165.57万
IBTH 加仓+$582.45万
VOO 加仓+$578.44万
USFR 新建仓+$563.75万
2026Q2 卖出最多 按季末市值估算
SPTL 清仓-$4,083.36万
AAPL 减仓-$921.82万
EXXON MOBIL CORP 清仓-$570.16万
SOXL 重新持有-$517.34万
CRM 减仓-$440.32万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $100.91万 | 0.06% | 1,335 | 651 | 95.2% | $49.21万 | 加仓 |
| SNOW | SNOWFLAKE INC | $101.87万 | 0.06% | 4,002 | -1,353 | -25.3% | -$34.44万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $101.93万 | 0.06% | 8,190 | -19,343 | -70.3% | -$240.73万 | 减仓 |
| GOVT | ISHARES TR | $102.41万 | 0.06% | 44,955 | 15,244 | 51.3% | $34.73万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $102.65万 | 0.06% | 3,065 | 1,264 | 70.2% | $42.33万 | 加仓 |
| IVE | ISHARES TR | $102.79万 | 0.06% | 4,526 | -134 | -2.9% | -$3.04万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $104.12万 | 0.06% | 2,809 | -142 | -4.8% | -$5.26万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $104.99万 | 0.06% | 28,899 | -1,585 | -5.2% | -$5.76万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $105.85万 | 0.06% | 8,361 | 1,150 | 15.9% | $14.56万 | 加仓 |
| NUE | NUCOR CORP | $108.28万 | 0.06% | 4,860 | 182 | 3.9% | $4.05万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $109.59万 | 0.06% | 21,748 | 7,016 | 47.6% | $35.35万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $111.15万 | 0.06% | 30,172 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $111.86万 | 0.06% | 7,571 | -6,921 | -47.8% | -$102.25万 | 减仓 |
| IUSV | ISHARES TR | $114.12万 | 0.06% | 10,360 | 143 | 1.4% | $1.58万 | 加仓 |
| EPI | WISDOMTREE TR | $115.37万 | 0.06% | 26,967 | 8,657 | 47.3% | $37.04万 | 加仓 |
| — | EA SERIES TRUST | $117.09万 | 0.06% | 22,280 | 216 | 1.0% | $1.14万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $119.01万 | 0.07% | 24,382 | -1,057 | -4.2% | -$5.16万 | 减仓 |
| AIQ | GLOBAL X FDS | $119.34万 | 0.07% | 18,188 | 2,180 | 13.6% | $14.30万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $120.04万 | 0.07% | 17,763 | -241 | -1.3% | -$1.63万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $120.18万 | 0.07% | 29,098 | 75 | 0.3% | $3,098 | 加仓 |
| NEE | NEXTERA ENERGY INC | $120.63万 | 0.07% | 13,744 | 938 | 7.3% | $8.23万 | 加仓 |
| IEF | ISHARES TR | $120.69万 | 0.07% | 12,762 | -395 | -3.0% | -$3.74万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $121.10万 | 0.07% | 32,415 | -956 | -2.9% | -$3.57万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $121.94万 | 0.07% | 16,898 | 161 | 1.0% | $1.16万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $122.40万 | 0.07% | 1,210 | 289 | 31.4% | $29.24万 | 加仓 |
| ASML | ASML HLDG NV | $124.02万 | 0.07% | 623 | 142 | 29.5% | $28.27万 | 加仓 |
| DGRW | WISDOMTREE TR | $126.88万 | 0.07% | 13,268 | 1,090 | 9.0% | $10.42万 | 加仓 |
| — | KRANESHARES TRUST | $127.33万 | 0.07% | 43,463 | 2,148 | 5.2% | $6.29万 | 加仓 |
| SYK | STRYKER CORPORATION | $128.06万 | 0.07% | 4,067 | -835 | -17.0% | -$26.29万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $128.23万 | 0.07% | 9,623 | 629 | 7.0% | $8.38万 | 加仓 |
| VFH | VANGUARD WORLD FD | $129.12万 | 0.07% | 9,811 | -75 | -0.8% | -$9,870 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $132.57万 | 0.07% | 14,367 | -2,921 | -16.9% | -$26.95万 | 减仓 |
| PEP | PEPSICO INC | $133.31万 | 0.07% | 9,845 | 462 | 4.9% | $6.26万 | 加仓 |
| ORCL | ORACLE CORP | $133.66万 | 0.07% | 9,120 | 953 | 11.7% | $13.97万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $134.23万 | 0.07% | 37,018 | 21,212 | 134.2% | $76.92万 | 加仓 |
| NVS | NOVARTIS AG | $134.59万 | 0.07% | 8,587 | 159 | 1.9% | $2.49万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $136.64万 | 0.08% | 2,725 | 409 | 17.7% | $20.51万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $137.39万 | 0.08% | 12,515 | -149 | -1.2% | -$1.64万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $139.73万 | 0.08% | 24,806 | 472 | 1.9% | $2.66万 | 加仓 |
| IWV | ISHARES TR | $142.03万 | 0.08% | 3,331 | 47 | 1.4% | $2.00万 | 加仓 |
| IGV | ISHARES TR | $144.19万 | 0.08% | 15,914 | 758 | 5.0% | $6.87万 | 加仓 |
| — | THEMES ETF TR | $144.31万 | 0.08% | 37,333 | -2,357 | -5.9% | -$9.11万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $144.53万 | 0.08% | 35,362 | 1 | 0.0% | $41 | 加仓 |
| ADI | ANALOG DEVICES INC | $144.60万 | 0.08% | 3,640 | 376 | 11.5% | $14.94万 | 加仓 |
| ECL | ECOLAB INC | $145.63万 | 0.08% | 5,227 | -333 | -6.0% | -$9.28万 | 减仓 |
| EQTY | VALUED ADVISERS TR | $148.26万 | 0.08% | 53,045 | -1,491 | -2.7% | -$4.17万 | 减仓 |
| HD | HOME DEPOT INC | $149.01万 | 0.08% | 4,225 | -103 | -2.4% | -$3.63万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $149.44万 | 0.08% | 50,555 | -291 | -0.6% | -$8,602 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.08% | 2 | -1 | -33.3% | -$74.89万 | 减仓 |
| BIL | SPDR SERIES TRUST | $150.06万 | 0.08% | 16,375 | -629 | -3.7% | -$5.76万 | 减仓 |
| IGRO | ISHARES TR | $152.65万 | 0.08% | 17,360 | -113 | -0.6% | -$9,936 | 减仓 |
| MS | MORGAN STANLEY | $152.83万 | 0.08% | 7,310 | -545 | -6.9% | -$11.39万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $153.61万 | 0.08% | 14,339 | 292 | 2.1% | $3.13万 | 加仓 |
| DWM | WISDOMTREE TR | $154.03万 | 0.08% | 21,038 | -3,378 | -13.8% | -$24.73万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $154.15万 | 0.08% | 10,864 | -112 | -1.0% | -$1.59万 | 减仓 |
| SPYI | NEOS ETF TRUST | $154.69万 | 0.08% | 29,137 | 412 | 1.4% | $2.19万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $155.18万 | 0.09% | 51,777 | -546 | -1.0% | -$1.64万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $156.68万 | 0.09% | 16,518 | -444 | -2.6% | -$4.21万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $159.04万 | 0.09% | 3,686 | -574 | -13.5% | -$24.77万 | 减仓 |
| GLW | CORNING INC | $159.27万 | 0.09% | 6,235 | -14,512 | -69.9% | -$370.70万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $159.86万 | 0.09% | 37,756 | 2,181 | 6.1% | $9.23万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $161.24万 | 0.09% | 41,059 | 1,857 | 4.7% | $7.29万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $162.35万 | 0.09% | 22,115 | 64 | 0.3% | $4,698 | 加仓 |
| CLS | CELESTICA INC | $168.03万 | 0.09% | 4,606 | 126 | 2.8% | $4.60万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $168.15万 | 0.09% | 29,183 | 3,025 | 11.6% | $17.43万 | 加仓 |
| EEMV | ISHARES INC | $168.34万 | 0.09% | 22,361 | -382 | -1.7% | -$2.88万 | 减仓 |
| PWR | QUANTA SVCS INC | $168.83万 | 0.09% | 2,344 | 348 | 17.4% | $25.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $169.18万 | 0.09% | 5,001 | -308 | -5.8% | -$10.42万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $169.34万 | 0.09% | 4,918 | 21 | 0.4% | $7,231 | 加仓 |
| — | VIRTUS ETF TR II | $173.29万 | 0.10% | 74,918 | 7,183 | 10.6% | $16.61万 | 加仓 |
| SHY | ISHARES TR | $174.80万 | 0.10% | 21,288 | -696 | -3.2% | -$5.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $176.60万 | 0.10% | 15,137 | 665 | 4.6% | $7.76万 | 加仓 |
| RTX | RTX CORPORATION | $177.86万 | 0.10% | 9,374 | -222 | -2.3% | -$4.21万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $178.29万 | 0.10% | 19,788 | 329 | 1.7% | $2.96万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $180.78万 | 0.10% | 10,641 | 3,473 | 48.5% | $59.00万 | 加仓 |
| PFE | PFIZER INC | $183.65万 | 0.10% | 76,265 | -3,546 | -4.4% | -$8.54万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $184.62万 | 0.10% | 6,027 | -1,345 | -18.2% | -$41.20万 | 减仓 |
| ES | EVERSOURCE ENERGY | $185.47万 | 0.10% | 25,663 | 124 | 0.5% | $8,961 | 加仓 |
| ACWV | ISHARES INC | $185.65万 | 0.10% | 15,441 | -173 | -1.1% | -$2.08万 | 减仓 |
| EFG | ISHARES TR | $186.79万 | 0.10% | 15,012 | -2,256 | -13.1% | -$28.07万 | 减仓 |
| GDX | VANECK ETF TRUST | $189.06万 | 0.10% | 25,058 | 932 | 3.9% | $7.03万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $189.40万 | 0.10% | 24,693 | -917 | -3.6% | -$7.03万 | 减仓 |
| IWF | ISHARES TR | $190.32万 | 0.10% | 15,327 | -7,669 | -33.3% | -$95.23万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $191.96万 | 0.11% | 42,856 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $194.16万 | 0.11% | 19,616 | -32,637 | -62.5% | -$323.04万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $197.44万 | 0.11% | 23,095 | -443 | -1.9% | -$3.79万 | 减仓 |
| MO | ALTRIA GROUP INC | $197.86万 | 0.11% | 27,499 | 4,747 | 20.9% | $34.16万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $199.08万 | 0.11% | 35,247 | -2,168 | -5.8% | -$12.24万 | 减仓 |
| BA | BOEING CO | $200.41万 | 0.11% | 9,258 | -459 | -4.7% | -$9.94万 | 减仓 |
| MCD | MCDONALDS CORP | $201.02万 | 0.11% | 7,436 | 393 | 5.6% | $10.62万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $201.46万 | 0.11% | 2,864 | -313 | -9.9% | -$22.02万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $203.70万 | 0.11% | 47,305 | -3,123 | -6.2% | -$13.45万 | 减仓 |
| CSCO | CISCO SYS INC | $204.39万 | 0.11% | 17,401 | -292 | -1.7% | -$3.43万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $204.66万 | 0.11% | 42,477 | 6,741 | 18.9% | $32.48万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $205.01万 | 0.11% | 37,747 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $206.80万 | 0.11% | 28,963 | -20,669 | -41.6% | -$147.58万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $208.09万 | 0.11% | 60,107 | -932 | -1.5% | -$3.23万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $209.02万 | 0.11% | 62,320 | -2,192 | -3.4% | -$7.35万 | 减仓 |
| CALF | PACER FDS TR | $209.83万 | 0.12% | 41,460 | 781 | 1.9% | $3.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $211.38万 | 0.12% | 20,332 | -2,075 | -9.3% | -$21.57万 | 减仓 |