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 |
|---|---|---|---|---|---|---|---|---|
| CAT | CATERPILLAR INC | $354.15万 | 0.22% | 4,998 | -696 | -12.2% | -$49.32万 | 减仓 |
| — | EA SERIES TRUST | $349.27万 | 0.21% | 102,848 | 3,718 | 3.8% | $12.63万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $343.20万 | 0.21% | 15,797 | 175 | 1.1% | $3.80万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $341.99万 | 0.21% | 67,320 | -721 | -1.1% | -$3.66万 | 减仓 |
| ABBV | ABBVIE INC | $336.23万 | 0.21% | 15,459 | -445 | -2.8% | -$9.68万 | 减仓 |
| BILS | SPDR SERIES TRUST | $334.59万 | 0.21% | 33,647 | -5,156 | -13.3% | -$51.27万 | 减仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $328.12万 | 0.20% | 68,616 | 3,044 | 4.6% | $14.56万 | 加仓 |
| IVW | ISHARES TR | $327.41万 | 0.20% | 28,945 | 372 | 1.3% | $4.21万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $327.29万 | 0.20% | 95,113 | 13,895 | 17.1% | $47.81万 | 加仓 |
| IMTM | ISHARES TR | $324.29万 | 0.20% | 67,531 | 5,780 | 9.4% | $27.76万 | 加仓 |
| PATN | PACER FDS TR | $322.49万 | 0.20% | 113,497 | 113,497 | — | $322.49万 | 新建仓 |
| IEFA | ISHARES TR | $310.46万 | 0.19% | 34,293 | -119 | -0.3% | -$1.08万 | 减仓 |
| BLK | BLACKROCK INC | $309.67万 | 0.19% | 3,220 | -388 | -10.8% | -$37.31万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $307.71万 | 0.19% | 55,422 | -3,209 | -5.5% | -$17.82万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $305.72万 | 0.19% | 10,877 | 0 | 0.0% | — | 不变 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $305.58万 | 0.19% | 211,914 | 13,972 | 7.1% | $20.15万 | 加仓 |
| IWX | ISHARES TR | $304.24万 | 0.19% | 32,830 | 19,982 | 155.5% | $185.18万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $297.44万 | 0.18% | 48,553 | -157,825 | -76.5% | -$966.84万 | 减仓 |
| MRK | MERCK & CO INC | $293.20万 | 0.18% | 24,374 | 103 | 0.4% | $1.24万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $292.05万 | 0.18% | 11,947 | -27,552 | -69.8% | -$673.52万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $291.48万 | 0.18% | 49,220 | 784 | 1.6% | $4.64万 | 加仓 |
| TSLA | TESLA INC | $287.30万 | 0.18% | 7,728 | -24 | -0.3% | -$8,922 | 减仓 |
| IAU | ISHARES GOLD TR | $283.20万 | 0.17% | 32,123 | -2,687 | -7.7% | -$23.69万 | 减仓 |
| GLW | CORNING INC | $282.11万 | 0.17% | 20,747 | -57,061 | -73.3% | -$775.89万 | 减仓 |
| CVX | CHEVRON CORPORATION | $280.39万 | 0.17% | 13,552 | 213 | 1.6% | $4.41万 | 加仓 |
| IWY | ISHARES TR | $272.43万 | 0.17% | 10,947 | 451 | 4.3% | $11.22万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $265.66万 | 0.16% | 62,448 | 1,229 | 2.0% | $5.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $262.64万 | 0.16% | 53,875 | 4,782 | 9.7% | $23.31万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $260.34万 | 0.16% | 240,389 | 3,510 | 1.5% | $3.80万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $257.74万 | 0.16% | 5,591 | -7 | -0.1% | -$3,227 | 减仓 |
| AVGO | BROADCOM INC | $252.59万 | 0.16% | 8,161 | -807 | -9.0% | -$24.98万 | 减仓 |
| YUM | YUM BRANDS INC | $251.81万 | 0.15% | 16,195 | -7 | -0.0% | -$1,088 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $250.24万 | 0.15% | 7,404 | -3,917 | -34.6% | -$132.39万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $249.94万 | 0.15% | 242,656 | 36 | 0.0% | $371 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $246.18万 | 0.15% | 110,147 | 54,790 | 99.0% | $122.46万 | 加仓 |
| IWF | ISHARES TR | $245.15万 | 0.15% | 5,749 | -1,227 | -17.6% | -$52.32万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $245.12万 | 0.15% | 29,621 | -3,847 | -11.5% | -$31.83万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $243.47万 | 0.15% | 79,825 | -3,068 | -3.7% | -$9.36万 | 减仓 |
| PGR | PROGRESSIVE CORP | $242.98万 | 0.15% | 12,256 | 10 | 0.1% | $1,982 | 加仓 |
| TRFK | PACER FDS TR | $241.48万 | 0.15% | 38,798 | 38,798 | — | $241.48万 | 新建仓 |
| MUB | ISHARES TR | $239.93万 | 0.15% | 22,602 | 2,451 | 12.2% | $26.02万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $238.91万 | 0.15% | 95,910 | -146,956 | -60.5% | -$366.07万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $238.42万 | 0.15% | 4,771 | 86 | 1.8% | $4.30万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $234.77万 | 0.14% | 47,979 | 2,179 | 4.8% | $10.66万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $234.13万 | 0.14% | 42,856 | -19,033 | -30.8% | -$103.98万 | 减仓 |
| ITOT | ISHARES TR | $230.37万 | 0.14% | 16,174 | 126 | 0.8% | $1.79万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $228.49万 | 0.14% | 67,701 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $228.41万 | 0.14% | 62,922 | -459 | -0.7% | -$1.67万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $228.04万 | 0.14% | 91,988 | 8,615 | 10.3% | $21.36万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $225.60万 | 0.14% | 26,065 | 2,717 | 11.6% | $23.52万 | 加仓 |
| PFE | PFIZER INC | $224.11万 | 0.14% | 79,811 | 8,190 | 11.4% | $23.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $222.07万 | 0.14% | 74,306 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $221.41万 | 0.14% | 24,126 | 15,882 | 192.6% | $145.75万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $219.88万 | 0.13% | 44,020 | -165,661 | -79.0% | -$827.49万 | 减仓 |
| MCD | MCDONALDS CORP | $218.92万 | 0.13% | 7,043 | -218 | -3.0% | -$6.78万 | 减仓 |
| DHR | DANAHER CORP DEL | $216.76万 | 0.13% | 11,432 | -2,203 | -16.2% | -$41.77万 | 减仓 |
| MOAT | VANECK ETF TRUST | $216.68万 | 0.13% | 22,407 | -454 | -2.0% | -$4.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $215.81万 | 0.13% | 4,940 | 59 | 1.2% | $2.58万 | 加仓 |
| AMGN | AMGEN INC | $215.45万 | 0.13% | 6,123 | 55 | 0.9% | $1.94万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.13% | 3 | 0 | 0.0% | — | 不变 |
| ONEV | SPDR SERIES TRUST | $213.60万 | 0.13% | 15,920 | 379 | 2.4% | $5.09万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $212.44万 | 0.13% | 14,489 | 44 | 0.3% | $6,451 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $212.07万 | 0.13% | 37,415 | -13,371 | -26.3% | -$75.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $211.70万 | 0.13% | 14,472 | 1,989 | 15.9% | $29.10万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $211.41万 | 0.13% | 13,071 | -1,660 | -11.3% | -$26.85万 | 减仓 |
| IYY | ISHARES TR | $209.14万 | 0.13% | 13,198 | -928 | -6.6% | -$14.71万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $208.43万 | 0.13% | 11,310 | -1,233 | -9.8% | -$22.72万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $204.68万 | 0.13% | 26,741 | 21,876 | 449.7% | $167.44万 | 加仓 |
| IJR | ISHARES TR | $204.40万 | 0.13% | 16,442 | -9,207 | -35.9% | -$114.46万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $203.21万 | 0.12% | 64,512 | 1,732 | 2.8% | $5.46万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $202.22万 | 0.12% | 50,428 | 2,273 | 4.7% | $9.11万 | 加仓 |
| IWR | ISHARES TR | $200.51万 | 0.12% | 20,621 | -326 | -1.6% | -$3.17万 | 减仓 |
| KO | COCA COLA CO | $198.30万 | 0.12% | 26,075 | 674 | 2.7% | $5.13万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $197.72万 | 0.12% | 8,156 | 1,328 | 19.4% | $32.19万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $197.66万 | 0.12% | 25,610 | 1,938 | 8.2% | $14.96万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $195.99万 | 0.12% | 3,177 | 425 | 15.4% | $26.22万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $194.69万 | 0.12% | 4,203 | -21,531 | -83.7% | -$997.36万 | 减仓 |
| BA | BOEING CO | $193.40万 | 0.12% | 9,717 | 1,162 | 13.6% | $23.13万 | 加仓 |
| EFG | ISHARES TR | $192.32万 | 0.12% | 17,268 | 2,987 | 20.9% | $33.27万 | 加仓 |
| IJJ | ISHARES TR | $192.02万 | 0.12% | 14,492 | -513 | -3.4% | -$6.80万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $189.72万 | 0.12% | 7,372 | -3,915 | -34.7% | -$100.75万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $189.09万 | 0.12% | 29,508 | -167,550 | -85.0% | -$1,073.69万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $187.55万 | 0.12% | 37,747 | -199 | -0.5% | -$9,888 | 减仓 |
| ACWV | ISHARES INC | $186.60万 | 0.11% | 15,614 | -117 | -0.7% | -$1.40万 | 减仓 |
| RTX | RTX CORPORATION | $185.11万 | 0.11% | 9,596 | 148 | 1.6% | $2.85万 | 加仓 |
| CALF | PACER FDS TR | $182.53万 | 0.11% | 40,679 | -19,295 | -32.2% | -$86.58万 | 减仓 |
| SHY | ISHARES TR | $181.52万 | 0.11% | 21,984 | -1,393 | -6.0% | -$11.50万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $181.50万 | 0.11% | 23,538 | -130,813 | -84.8% | -$1,008.71万 | 减仓 |
| — | ISHARES TR | $180.85万 | 0.11% | 60,402 | 9,236 | 18.1% | $27.65万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $180.00万 | 0.11% | 61,039 | -947 | -1.5% | -$2.79万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $178.59万 | 0.11% | 35,575 | -501 | -1.4% | -$2.52万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $176.98万 | 0.11% | 10,703 | 467 | 4.6% | $7.72万 | 加仓 |
| ES | EVERSOURCE ENERGY | $176.94万 | 0.11% | 25,539 | 100 | 0.4% | $6,928 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $172.98万 | 0.11% | 50,846 | 15 | 0.0% | $510 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $172.49万 | 0.11% | 35,361 | -5 | -0.0% | -$244 | 减仓 |
| DWM | WISDOMTREE TR | $170.65万 | 0.10% | 24,416 | 3,195 | 15.1% | $22.33万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $169.13万 | 0.10% | 24,037 | 28 | 0.1% | $1,970 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $168.07万 | 0.10% | 35,736 | -5 | -0.0% | -$235 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $162.48万 | 0.10% | 17,288 | 1,046 | 6.4% | $9.83万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $162.39万 | 0.10% | 22,051 | 3,993 | 22.1% | $29.40万 | 加仓 |