13F 机构持仓

Stratos Wealth Advisors, LLC

BEACHWOOD OH · SEC CIK 0001707202

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 5.1%
AAPL 3.5%
IBTI 3.4%
NVDA 3.4%
IBTH 1.9%
AMZN 1.8%
SCHG 1.4%
GOOGL 1.4%
META 1.3%
GOOG 1.3%

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
ALSN ALLISON TRANSMISSION HLDGS I $29.45万0.02%2,612 2,612— $29.45万 新建仓
VGK VANGUARD INTL EQUITY INDEX F $29.38万0.02%3,318 180.5% $1,594 加仓
GSG ISHARES S&P GSCI COMMODITY- $29.34万0.02%10,257 10,257— $29.34万 新建仓
CGMM CAPITAL GROUP EQUITY ETF TR $29.31万0.02%8,890 1862.1% $6,133 加仓
CRSP CRISPR THERAPEUTICS AG $29.26万0.02%5,365 00.0% — 不变
GIS GENERAL MILLS INC $29.19万0.02%8,389 210.3% $731 加仓
BIP BROOKFIELD INFRASTRUCTURE PA $29.18万0.02%7,996 -1,584-16.5% -$5.78万 减仓
OHI OMEGA HEALTHCARE INVS INC $29.09万0.02%6,101 -247-3.9% -$1.18万 减仓
DBA INVESCO DB MULTI-SECTOR COMM $28.99万0.02%10,868 10,868— $28.99万 新建仓
USMV ISHARES TR $28.76万0.02%2,981 40.1% $386 加仓
XYZ BLOCK INC $28.62万0.02%3,766 -2,499-39.9% -$18.99万 减仓
PJUN INNOVATOR ETFS TRUST $28.48万0.02%6,588 -15-0.2% -$648 减仓
— COHEN & STEERS TOTAL RETURN $28.48万0.02%25,154 -5,510-18.0% -$6.24万 减仓
GJUN FIRST TR EXCHNG TRADED FD VI $28.29万0.02%6,868 70511.4% $2.90万 加仓
SUNB SUNBELT RENTALS HOLDINGS INC $28.25万0.02%3,776 3,776— $28.25万 新建仓
IYW ISHARES TR $28.23万0.02%1,119 -182-14.0% -$4.59万 减仓
— INNOVATOR ETFS TRUST $28.19万0.02%11,078 11,078— $28.19万 新建仓
VIGI VANGUARD WHITEHALL FDS $28.19万0.02%3,018 2338.4% $2.18万 加仓
MAIN MAIN STR CAP CORP $28.12万0.02%5,420 -215-3.8% -$1.12万 减仓
— AIM ETF PRODUCTS TRUST $27.78万0.02%9,220 00.0% — 不变
SPCX SPACE EXPLORATION TECHN CORP $27.73万0.02%1,623 1,623— $27.73万 新建仓
— DIMENSIONAL ETF TRUST $27.49万0.02%3,339 00.0% — 不变
IUSB ISHARES TR $27.41万0.02%5,939 5,939— $27.41万 新建仓
GRID FIRST TR EXCHANGE-TRADED FD $27.35万0.02%1,426 261.9% $4,987 加仓
DASH DOORDASH INC $27.13万0.01%1,470 40.3% $738 加仓
DXCM DEXCOM INC $27.12万0.01%4,026 290.7% $1,953 加仓
IWP ISHARES TR $27.04万0.01%1,847 -2,001-52.0% -$29.30万 减仓
MUNI PIMCO ETF TR $26.88万0.01%5,110 -18-0.4% -$947 减仓
— INNOVATOR ETFS TRUST $26.73万0.01%9,709 00.0% — 不变
PHM PULTE GROUP INC $26.73万0.01%1,947 00.0% — 不变
QMOM EA SERIES TRUST $26.68万0.01%3,388 -310-8.4% -$2.44万 减仓
BMAR INNOVATOR ETFS TRUST $26.65万0.01%4,625 00.0% — 不变
XME SPDR SERIES TRUST $26.63万0.01%2,490 -610-19.7% -$6.52万 减仓
GAUG FIRST TR EXCHNG TRADED FD VI $26.62万0.01%6,426 00.0% — 不变
OEF ISHARES TR $26.53万0.01%725 00.0% — 不变
ETV EATON VANCE TAX-MANAGED BUY- $26.41万0.01%17,751 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $26.36万0.01%1,070 -30-2.7% -$7,391 减仓
CINF CINCINNATI FINL CORP $26.35万0.01%1,423 100.7% $1,852 加仓
SEPU AIM ETF PRODUCTS TRUST $26.33万0.01%8,475 -95-1.1% -$2,951 减仓
Q QNITY ELECTRONICS INC $26.29万0.01%1,610 1,610— $26.29万 新建仓
PFF ISHARES TR $26.22万0.01%8,598 8,598— $26.22万 新建仓
— COLUMBIA ETF TR I $26.17万0.01%6,449 6,449— $26.17万 新建仓
XTL SPDR SERIES TRUST $25.99万0.01%1,142 1,142— $25.99万 新建仓
OXY OCCIDENTAL PETE CORP $25.86万0.01%5,323 60.1% $291 加仓
— BANK OF AMER CORP $25.80万0.01%205 115.7% $1.38万 加仓
OKE ONEOK INC NEW $25.80万0.01%2,967 70.2% $609 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $25.75万0.01%9,374 1711.9% $4,698 加仓
VXF VANGUARD INDEX FDS $25.72万0.01%1,044 10.1% $246 加仓
HAS HASBRO INC $25.59万0.01%3,098 -205-6.2% -$1.69万 减仓
— FIRST TR EXCHANGE-TRADED FD $25.54万0.01%8,057 -615-7.1% -$1.95万 减仓
FEZ SPDR INDEX SHS FDS $25.45万0.01%3,706 20.1% $137 加仓
COKE COCA COLA CONS INC $25.41万0.01%1,331 1,331— $25.41万 新建仓
TXN TEXAS INSTRS INC $25.39万0.01%851 851— $25.39万 新建仓
DIVO AMPLIFY ETF TR $25.32万0.01%5,539 -4,771-46.3% -$21.81万 减仓
MGV VANGUARD WORLD FD $25.25万0.01%1,545 00.0% — 不变
EOI EATON VANCE ENHANCED EQUITY $25.08万0.01%12,755 1591.3% $3,126 加仓
IHI ISHARES TR $25.06万0.01%5,071 -485-8.7% -$2.40万 减仓
IDV ISHARES TR $24.68万0.01%5,958 00.0% — 不变
OKLO OKLO INC $24.44万0.01%4,670 4,670— $24.44万 新建仓
— AIM ETF PRODUCTS TRUST $24.31万0.01%8,318 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $24.17万0.01%910 -732-44.6% -$19.44万 减仓
MIAX MIAMI INTL HLDGS INC $24.15万0.01%6,500 00.0% — 不变
JMST J P MORGAN EXCHANGE TRADED F $24.15万0.01%4,735 1172.5% $5,968 加仓
DMBS DOUBLELINE ETF TRUST $24.15万0.01%4,918 1683.5% $8,248 加仓
KKR KKR & CO INC $24.00万0.01%2,614 36016.0% $3.30万 加仓
SLYG SPDR SERIES TRUST $23.98万0.01%2,013 -424-17.4% -$5.05万 重新持有
EMR EMERSON ELEC CO $23.95万0.01%1,673 966.1% $1.37万 加仓
PSEP INNOVATOR ETFS TRUST $23.70万0.01%5,146 -25-0.5% -$1,151 减仓
LITE LUMENTUM HLDGS INC $23.68万0.01%276 -2,926-91.4% -$251.07万 重新持有
XEXGX EATON VANCE TAX-MANAGED GLOB $23.54万0.01%24,000 00.0% — 不变
TM TOYOTA MOTOR CORP $23.45万0.01%1,392 534.0% $8,929 加仓
HECA ETF OPPORTUNITIES TRUST $23.37万0.01%8,559 -410-4.6% -$1.12万 减仓
— EATON VANCE RISK-MANAGED DIV $23.16万0.01%28,000 00.0% — 不变
TMUS T-MOBILE US INC $22.98万0.01%1,370 -462-25.2% -$7.75万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $22.91万0.01%3,552 3,552— $22.91万 新建仓
ONEQ FIDELITY COMWLTH TR $22.81万0.01%2,209 60.3% $620 重新持有
DFEM DIMENSIONAL ETF TRUST $22.79万0.01%5,606 5,606— $22.79万 新建仓
FDT FIRST TR EXCH TRD ALPHDX FD $22.77万0.01%2,404 160.7% $1,515 加仓
ELV ELEVANCE HEALTH INC FORMERLY $22.62万0.01%585 -155-20.9% -$5.99万 减仓
FLOT ISHARES TR $22.54万0.01%4,415 4,415— $22.54万 新建仓
MP MP MATERIALS CORP $22.47万0.01%4,011 4,011— $22.47万 新建仓
RCL ROYAL CARIBBEAN GROUP $22.31万0.01%702 702— $22.31万 新建仓
CSTM CONSTELLIUM SE $22.31万0.01%7,000 7,000— $22.31万 新建仓
ATO ATMOS ENERGY CORP $22.27万0.01%1,292 110.9% $1,896 加仓
ETW EATON VANCE TAX-MANAGED GLOB $22.17万0.01%23,000 00.0% — 不变
RJF RAYMOND JAMES FINL INC $22.10万0.01%1,453 -54-3.6% -$8,212 减仓
GDEC FIRST TR EXCHNG TRADED FD VI $22.03万0.01%5,534 00.0% — 不变
ING ING GROEP N.V. $21.98万0.01%7,006 7,006— $21.98万 新建仓
SPLV INVESCO EXCH TRADED FD TR II $21.93万0.01%2,928 2,928— $21.93万 新建仓
— PROSHARES TR $21.84万0.01%2,674 2,674— $21.84万 新建仓
CI THE CIGNA GROUP $21.81万0.01%791 -99-11.1% -$2.73万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $21.78万0.01%5,624 -1,608-22.2% -$6.23万 减仓
PAVE GLOBAL X FDS $21.74万0.01%3,690 -660-15.2% -$3.89万 减仓
SNDK SANDISK CORP $21.60万0.01%95 95— $21.60万 新建仓
PNOV INNOVATOR ETFS TRUST $21.59万0.01%4,869 -5,092-51.1% -$22.58万 重新持有
TT TRANE TECHNOLOGIES PLC $21.51万0.01%438 438— $21.51万 新建仓
GLP GLOBAL PARTNERS LP $21.48万0.01%4,609 -508-9.9% -$2.37万 减仓
CMCSA COMCAST CORP NEW $21.43万0.01%8,728 -16-0.2% -$393 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $21.35万0.01%2,375 2,375— $21.35万 新建仓
GILD GILEAD SCIENCES INC $21.26万0.01%1,683 674.1% $8,465 加仓