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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $214.73万 | 0.12% | 9,853 | -17,877 | -64.5% | -$389.60万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $215.81万 | 0.12% | 11,928 | 1,225 | 11.4% | $22.16万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $217.06万 | 0.12% | 4,155 | -48 | -1.1% | -$2.51万 | 减仓 |
| KO | COCA COLA CO | $217.45万 | 0.12% | 26,756 | 681 | 2.6% | $5.53万 | 加仓 |
| DHR | DANAHER CORP DEL | $217.58万 | 0.12% | 11,422 | -10 | -0.1% | -$1,905 | 减仓 |
| VOE | VANGUARD INDEX FDS | $218.45万 | 0.12% | 11,055 | -255 | -2.3% | -$5.04万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $220.60万 | 0.12% | 70,618 | -3,688 | -5.0% | -$11.52万 | 减仓 |
| EEM | ISHARES TR | $220.83万 | 0.12% | 32,280 | 8,206 | 34.1% | $56.14万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $222.05万 | 0.12% | 41,810 | -6,743 | -13.9% | -$35.81万 | 减仓 |
| IJK | ISHARES TR | $223.61万 | 0.12% | 19,030 | 19,030 | — | $223.61万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $226.59万 | 0.12% | 45,111 | 1,091 | 2.5% | $5.48万 | 加仓 |
| GE | GE AEROSPACE | $226.78万 | 0.12% | 6,068 | 673 | 12.5% | $25.15万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $227.68万 | 0.13% | 8,096 | -60 | -0.7% | -$1.69万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $230.13万 | 0.13% | 59,543 | -3,379 | -5.4% | -$13.06万 | 减仓 |
| IYY | ISHARES TR | $230.97万 | 0.13% | 12,671 | -527 | -4.0% | -$9.61万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $231.01万 | 0.13% | 5,809 | 218 | 3.9% | $8.67万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $232.80万 | 0.13% | 64,721 | -2,980 | -4.4% | -$10.72万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $233.47万 | 0.13% | 16,319 | 399 | 2.5% | $5.71万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $234.33万 | 0.13% | 14,769 | 280 | 1.9% | $4.44万 | 加仓 |
| IWR | ISHARES TR | $235.76万 | 0.13% | 21,370 | 749 | 3.6% | $8.26万 | 加仓 |
| AMGN | AMGEN INC | $235.84万 | 0.13% | 6,512 | 389 | 6.4% | $14.09万 | 加仓 |
| CVX | CHEVRON CORPORATION | $236.86万 | 0.13% | 14,289 | 737 | 5.4% | $12.22万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $241.23万 | 0.13% | 97,821 | 1,911 | 2.0% | $4.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $241.72万 | 0.13% | 27,505 | 764 | 2.9% | $6.71万 | 加仓 |
| — | ISHARES TR | $242.18万 | 0.13% | 62,724 | 2,322 | 3.8% | $8.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $242.81万 | 0.13% | 5,841 | -54 | -0.9% | -$2.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $245.76万 | 0.13% | 3,220 | -130 | -3.9% | -$9.92万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $249.52万 | 0.14% | 4,858 | 87 | 1.8% | $4.47万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $253.94万 | 0.14% | 30,724 | 1,103 | 3.7% | $9.12万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $255.90万 | 0.14% | 13,815 | 744 | 5.7% | $13.78万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $256.05万 | 0.14% | 29,724 | 84 | 0.3% | $7,236 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $256.71万 | 0.14% | 48,656 | 677 | 1.4% | $3.57万 | 加仓 |
| IAU | ISHARES GOLD TR | $257.15万 | 0.14% | 34,054 | 1,931 | 6.0% | $14.58万 | 加仓 |
| TCAL | T ROWE PRICE EXCHANGE-TRADED | $258.29万 | 0.14% | 116,346 | 6,199 | 5.6% | $13.76万 | 加仓 |
| SOXX | ISHARES TR | $260.95万 | 0.14% | 4,072 | -846 | -17.2% | -$54.21万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $262.39万 | 0.14% | 243,181 | 525 | 0.2% | $5,665 | 加仓 |
| IJR | ISHARES TR | $262.76万 | 0.14% | 17,717 | 1,275 | 7.8% | $18.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $267.88万 | 0.15% | 12,262 | 6 | 0.0% | $1,311 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $273.01万 | 0.15% | 246,847 | 6,458 | 2.7% | $7.14万 | 加仓 |
| INTC | INTEL CORP | $276.12万 | 0.15% | 19,774 | -550 | -2.7% | -$7.68万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $279.29万 | 0.15% | 80,231 | 406 | 0.5% | $1.41万 | 加仓 |
| ITOT | ISHARES TR | $281.40万 | 0.15% | 17,130 | 956 | 5.9% | $15.70万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $284.19万 | 0.16% | 11,189 | -758 | -6.3% | -$19.25万 | 减仓 |
| BAC | BANK OF AMER CORP | $296.79万 | 0.16% | 52,086 | -1,789 | -3.3% | -$10.19万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $301.00万 | 0.17% | 42,245 | 12,737 | 43.2% | $90.75万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $305.07万 | 0.17% | 61,906 | -542 | -0.9% | -$2.67万 | 减仓 |
| BLK | BLACKROCK INC | $310.89万 | 0.17% | 3,233 | 13 | 0.4% | $1.25万 | 加仓 |
| GEV | GE VERNOVA INC | $311.91万 | 0.17% | 2,654 | 939 | 54.8% | $110.35万 | 加仓 |
| YUM | YUM BRANDS INC | $312.77万 | 0.17% | 19,565 | 3,370 | 20.8% | $53.87万 | 加仓 |
| IWY | ISHARES TR | $317.52万 | 0.17% | 10,925 | -22 | -0.2% | -$6,394 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $317.54万 | 0.17% | 215,865 | 3,951 | 1.9% | $5.81万 | 加仓 |
| MRK | MERCK & CO INC | $319.16万 | 0.18% | 24,837 | 463 | 1.9% | $5.95万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $320.71万 | 0.18% | 65,909 | -1,411 | -2.1% | -$6.87万 | 减仓 |
| IEFA | ISHARES TR | $323.68万 | 0.18% | 33,513 | -780 | -2.3% | -$7.53万 | 减仓 |
| TSLA | TESLA INC | $325.37万 | 0.18% | 7,735 | 7 | 0.1% | $2,945 | 加仓 |
| BILS | SPDR SERIES TRUST | $330.65万 | 0.18% | 33,271 | -376 | -1.1% | -$3.74万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $338.74万 | 0.19% | 50,139 | 919 | 1.9% | $6.21万 | 加仓 |
| AMAT | APPLIED MATLS INC | $341.22万 | 0.19% | 4,719 | 274 | 6.2% | $19.81万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $341.22万 | 0.19% | 70,573 | 1,957 | 2.9% | $9.46万 | 加仓 |
| AVGO | BROADCOM INC | $350.78万 | 0.19% | 9,286 | 1,125 | 13.8% | $42.50万 | 加仓 |
| IWX | ISHARES TR | $352.17万 | 0.19% | 33,488 | 658 | 2.0% | $6.92万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $356.24万 | 0.20% | 6,132 | 406 | 7.1% | $23.59万 | 加仓 |
| — | EA SERIES TRUST | $361.75万 | 0.20% | 106,179 | 3,331 | 3.2% | $11.35万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $366.72万 | 0.20% | 29,104 | -2,422 | -7.7% | -$30.52万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $369.03万 | 0.20% | 110,853 | 6,220 | 5.9% | $20.71万 | 加仓 |
| IMTM | ISHARES TR | $370.97万 | 0.20% | 69,562 | 2,031 | 3.0% | $10.83万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $376.50万 | 0.21% | 31,007 | -5,674 | -15.5% | -$68.90万 | 减仓 |
| — | EL PASO ENERGY CAP TR I | $380.12万 | 0.21% | 75,287 | -742 | -1.0% | -$3.75万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $388.56万 | 0.21% | 16,012 | 5,135 | 47.2% | $124.61万 | 加仓 |
| ABBV | ABBVIE INC | $394.68万 | 0.22% | 15,684 | 225 | 1.5% | $5.66万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $395.22万 | 0.22% | 135,024 | 5,193 | 4.0% | $15.20万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $409.40万 | 0.22% | 76,969 | -1,282 | -1.6% | -$6.82万 | 减仓 |
| TRFK | PACER FDS TR | $411.04万 | 0.23% | 38,522 | -276 | -0.7% | -$2.94万 | 减仓 |
| IEI | ISHARES TR | $413.64万 | 0.23% | 35,218 | 1,409 | 4.2% | $16.55万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $413.73万 | 0.23% | 79,047 | -447 | -0.6% | -$2.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $414.57万 | 0.23% | 17,061 | 1,264 | 8.0% | $30.71万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $419.10万 | 0.23% | 110,406 | 15,293 | 16.1% | $58.05万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $420.76万 | 0.23% | 167,167 | 75,179 | 81.7% | $189.23万 | 加仓 |
| MUB | ISHARES TR | $423.21万 | 0.23% | 39,324 | 16,722 | 74.0% | $179.96万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $429.26万 | 0.24% | 11,738 | -542 | -4.4% | -$19.82万 | 减仓 |
| PATN | PACER FDS TR | $437.12万 | 0.24% | 117,586 | 4,089 | 3.6% | $15.20万 | 加仓 |
| IJH | ISHARES TR | $447.24万 | 0.25% | 58,000 | 115 | 0.2% | $8,868 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $465.34万 | 0.26% | 27,350 | -11,021 | -28.7% | -$187.51万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $469.34万 | 0.26% | 326,385 | 37,744 | 13.1% | $54.28万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $476.60万 | 0.26% | 139,621 | 139,621 | — | $476.60万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $480.63万 | 0.26% | 83,341 | 6,508 | 8.5% | $37.53万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $482.14万 | 0.26% | 107,086 | -640 | -0.6% | -$2.88万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $488.32万 | 0.27% | 19,571 | -7,800 | -28.5% | -$194.62万 | 减仓 |
| WMT | WALMART INC | $488.86万 | 0.27% | 43,162 | 738 | 1.7% | $8.36万 | 加仓 |
| MTUM | ISHARES TR | $495.40万 | 0.27% | 14,450 | -5,959 | -29.2% | -$204.30万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $501.85万 | 0.28% | 113,131 | 3,070 | 2.8% | $13.62万 | 加仓 |
| VGT | VANGUARD WORLD FD | $516.04万 | 0.28% | 43,176 | -12,632 | -22.6% | -$150.98万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $529.73万 | 0.29% | 178,419 | -1,655 | -0.9% | -$4.91万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $531.73万 | 0.29% | 99,185 | 7,501 | 8.2% | $40.21万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $536.05万 | 0.29% | 23,229 | -2,836 | -10.9% | -$65.45万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $538.14万 | 0.30% | 8,630 | -65 | -0.7% | -$4.05万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $540.75万 | 0.30% | 148,029 | 2,514 | 1.7% | $9.18万 | 加仓 |
| QVAL | EA SERIES TRUST | $542.29万 | 0.30% | 97,797 | -30,981 | -24.1% | -$171.79万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $545.21万 | 0.30% | 4,723 | 366 | 8.4% | $42.25万 | 加仓 |
| CAT | CATERPILLAR INC | $546.11万 | 0.30% | 5,128 | 130 | 2.6% | $13.84万 | 加仓 |