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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $7,140.26万 | 4.38% | 109,792 | -3,285 | -2.9% | -$213.64万 | 减仓 |
| AAPL | APPLE INC | $6,473.17万 | 3.97% | 255,059 | -10,134 | -3.8% | -$257.19万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,432.00万 | 3.33% | 311,468 | -20,614 | -6.2% | -$359.51万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $4,083.36万 | 2.51% | 1,552,607 | 51,835 | 3.5% | $136.33万 | 加仓 |
| AMZN | AMAZON COM INC | $2,984.48万 | 1.83% | 143,298 | -9,956 | -6.5% | -$207.35万 | 减仓 |
| IBTH | ISHARES TR | $2,888.32万 | 1.77% | 1,287,702 | 485,162 | 60.5% | $1,088.22万 | 加仓 |
| META | META PLATFORMS INC | $2,333.83万 | 1.43% | 40,791 | -3,366 | -7.6% | -$192.58万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,208.40万 | 1.36% | 758,117 | 28,269 | 3.9% | $82.35万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,102.91万 | 1.29% | 56,809 | 780 | 1.4% | $28.87万 | 加仓 |
| GOOGL | ALPHABET INC | $2,076.16万 | 1.27% | 72,199 | -2,153 | -2.9% | -$61.91万 | 减仓 |
| SH | PROSHARES TR | $1,921.41万 | 1.18% | 506,568 | 15,354 | 3.1% | $58.24万 | 加仓 |
| GOOG | ALPHABET INC | $1,914.26万 | 1.17% | 66,731 | -3,468 | -4.9% | -$99.48万 | 减仓 |
| GLD | SPDR GOLD TR | $1,778.41万 | 1.09% | 41,330 | 374 | 0.9% | $16.09万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,710.04万 | 1.05% | 123,629 | 3,338 | 2.8% | $46.17万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,624.74万 | 1.00% | 55,233 | 2,068 | 3.9% | $60.83万 | 加仓 |
| IWM | ISHARES TR | $1,599.12万 | 0.98% | 64,480 | 739 | 1.2% | $18.33万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,567.89万 | 0.96% | 27,164 | -18,307 | -40.3% | -$1,056.67万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,532.65万 | 0.94% | 79,858 | 438 | 0.6% | $8.41万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,479.54万 | 0.91% | 51,519 | -24,473 | -32.2% | -$702.82万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,425.44万 | 0.87% | 44,432 | 1,353 | 3.1% | $43.41万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,416.54万 | 0.87% | 14,216 | 62 | 0.4% | $6.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,415.55万 | 0.87% | 310,291 | 34,904 | 12.7% | $159.23万 | 加仓 |
| IBTG | ISHARES TR | $1,379.07万 | 0.85% | 601,818 | -852,028 | -58.6% | -$1,952.42万 | 减仓 |
| COWZ | PACER FDS TR | $1,377.79万 | 0.85% | 220,235 | 95,323 | 76.3% | $596.34万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,373.91万 | 0.84% | 182,943 | 2,877 | 1.6% | $21.61万 | 加仓 |
| BOND | PIMCO ETF TR | $1,337.55万 | 0.82% | 144,944 | 15,470 | 11.9% | $142.76万 | 加仓 |
| BX | BLACKSTONE INC | $1,334.70万 | 0.82% | 116,071 | 4,036 | 3.6% | $46.41万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,320.37万 | 0.81% | 193,376 | 9,565 | 5.2% | $65.31万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,243.30万 | 0.76% | 25,945 | 142 | 0.6% | $6.80万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,185.98万 | 0.73% | 55,146 | 1,083 | 2.0% | $23.29万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $1,166.31万 | 0.72% | 348,516 | 11,678 | 3.5% | $39.08万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,162.82万 | 0.71% | 443,822 | 72,578 | 19.5% | $190.15万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,130.98万 | 0.69% | 286,832 | -8,120 | -2.8% | -$32.02万 | 减仓 |
| V | VISA INC | $1,130.95万 | 0.69% | 37,418 | 117 | 0.3% | $3.54万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,129.99万 | 0.69% | 97,170 | 94,867 | 4,119.3% | $1,103.21万 | 加仓 |
| IEMG | ISHARES INC | $1,084.99万 | 0.67% | 155,554 | 1,468 | 1.0% | $10.24万 | 加仓 |
| GLDM | WORLD GOLD TR | $1,057.06万 | 0.65% | 114,043 | 25,548 | 28.9% | $236.80万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,013.07万 | 0.62% | 417,417 | -249,224 | -37.4% | -$604.87万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,003.42万 | 0.62% | 69,470 | -2,147 | -3.0% | -$31.01万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $986.43万 | 0.61% | 61,528 | 250 | 0.4% | $4.01万 | 加仓 |
| DLN | WISDOMTREE TR | $966.93万 | 0.59% | 108,242 | -566 | -0.5% | -$5.06万 | 减仓 |
| IWD | ISHARES TR | $952.13万 | 0.58% | 44,560 | 1,299 | 3.0% | $27.76万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $951.33万 | 0.58% | 15,920 | -42,880 | -72.9% | -$2,562.38万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $948.56万 | 0.58% | 207,064 | 28,109 | 15.7% | $128.77万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $933.57万 | 0.57% | 142,660 | -85,893 | -37.6% | -$562.09万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $930.75万 | 0.57% | 84,253 | 84,253 | — | $930.75万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $924.10万 | 0.57% | 87,984 | 1,800 | 2.1% | $18.91万 | 加仓 |
| SGOV | ISHARES TR | $922.46万 | 0.57% | 91,641 | -177,900 | -66.0% | -$1,790.75万 | 减仓 |
| VALQ | AMERICAN CENTY ETF TR | $920.73万 | 0.57% | 141,603 | -11,273 | -7.4% | -$73.30万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $899.04万 | 0.55% | 363,247 | 7,691 | 2.2% | $19.04万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $868.18万 | 0.53% | 298,547 | -1,337 | -0.4% | -$3.89万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $853.68万 | 0.52% | 278,253 | 2,120 | 0.8% | $6.50万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $805.47万 | 0.49% | 159,152 | -7,255 | -4.4% | -$36.72万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $797.64万 | 0.49% | 81,467 | 13,238 | 19.4% | $129.61万 | 加仓 |
| FDG | AMERICAN CENTY ETF TR | $774.38万 | 0.48% | 67,897 | 4,637 | 7.3% | $52.89万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $760.01万 | 0.47% | 139,322 | -2,999 | -2.1% | -$16.36万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $703.12万 | 0.43% | 34,502 | 3,914 | 12.8% | $79.76万 | 加仓 |
| VLU | SPDR SERIES TRUST | $701.30万 | 0.43% | 32,621 | -18,108 | -35.7% | -$389.29万 | 减仓 |
| DGRO | ISHARES TR | $682.76万 | 0.42% | 97,287 | -1,900 | -1.9% | -$13.33万 | 减仓 |
| ICOW | PACER FDS TR | $678.23万 | 0.42% | 159,809 | 152,574 | 2,108.8% | $647.53万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $671.85万 | 0.41% | 8,695 | 222 | 2.6% | $17.15万 | 加仓 |
| QVAL | EA SERIES TRUST | $671.47万 | 0.41% | 128,778 | 7,462 | 6.2% | $38.91万 | 加仓 |
| IBMQ | ISHARES TR | $664.44万 | 0.41% | 260,258 | 59,642 | 29.7% | $152.27万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $644.82万 | 0.40% | 295,609 | 24,340 | 9.0% | $53.09万 | 加仓 |
| IVV | ISHARES TR | $632.49万 | 0.39% | 9,682 | -18,585 | -65.7% | -$1,214.10万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $607.71万 | 0.37% | 170,754 | -36,481 | -17.6% | -$129.84万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $602.53万 | 0.37% | 16,789 | 944 | 6.0% | $33.88万 | 加仓 |
| CRM | SALESFORCE INC | $602.46万 | 0.37% | 32,273 | -10,451 | -24.5% | -$195.09万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $593.14万 | 0.36% | 238,650 | 74,266 | 45.2% | $184.58万 | 加仓 |
| — | EXXON MOBIL CORP | $570.16万 | 0.35% | 33,605 | -10,207 | -23.3% | -$173.18万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $556.46万 | 0.34% | 38,371 | 3,179 | 9.0% | $46.10万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $549.38万 | 0.34% | 91,900 | -7,095 | -7.2% | -$42.41万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $545.97万 | 0.34% | 27,533 | -2,363 | -7.9% | -$46.86万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $544.08万 | 0.33% | 27,730 | -190 | -0.7% | -$3.73万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $539.50万 | 0.33% | 27,371 | 2,058 | 8.1% | $40.56万 | 加仓 |
| WMT | WALMART INC | $527.25万 | 0.32% | 42,424 | -5,732 | -11.9% | -$71.24万 | 减仓 |
| AGG | ISHARES TR | $518.72万 | 0.32% | 52,253 | -13,833 | -20.9% | -$137.32万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $491.40万 | 0.30% | 145,515 | -4,438 | -3.0% | -$14.99万 | 减仓 |
| MTUM | ISHARES TR | $489.80万 | 0.30% | 20,409 | 1,797 | 9.7% | $43.13万 | 加仓 |
| VGT | VANGUARD WORLD FD | $486.75万 | 0.30% | 6,976 | 664 | 10.5% | $46.33万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $485.66万 | 0.30% | 180,074 | 159,810 | 788.6% | $431.00万 | 加仓 |
| NFLX | NETFLIX INC. | $477.22万 | 0.29% | 49,632 | -4,193 | -7.8% | -$40.32万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $470.28万 | 0.29% | 35,385 | -20,355 | -36.5% | -$270.52万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $452.65万 | 0.28% | 91,684 | -4,326 | -4.5% | -$21.36万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $451.48万 | 0.28% | 107,726 | 96,582 | 866.7% | $404.78万 | 加仓 |
| GARP | ISHARES TR | $442.53万 | 0.27% | 69,177 | 58,799 | 566.6% | $376.14万 | 加仓 |
| LLY | ELI LILLY & CO | $433.37万 | 0.27% | 4,711 | 924 | 24.4% | $85.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $427.70万 | 0.26% | 110,061 | 3,110 | 2.9% | $12.09万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $421.42万 | 0.26% | 288,641 | 29,274 | 11.3% | $42.74万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $413.56万 | 0.25% | 78,251 | -94,007 | -54.6% | -$496.83万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $412.81万 | 0.25% | 79,494 | 9,089 | 12.9% | $47.20万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $402.00万 | 0.25% | 104,633 | 13,158 | 14.4% | $50.55万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $401.27万 | 0.25% | 31,526 | -2,214 | -6.6% | -$28.18万 | 减仓 |
| IEI | ISHARES TR | $400.98万 | 0.25% | 33,809 | 1,507 | 4.7% | $17.87万 | 加仓 |
| IJH | ISHARES TR | $390.90万 | 0.24% | 57,885 | 2,665 | 4.8% | $18.00万 | 加仓 |
| — | EL PASO ENERGY CAP TR I | $385.85万 | 0.24% | 76,029 | -6,498 | -7.9% | -$32.98万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $374.56万 | 0.23% | 129,831 | 115,867 | 829.8% | $334.28万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $371.26万 | 0.23% | 76,833 | 15,243 | 24.7% | $73.66万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $371.17万 | 0.23% | 12,280 | -2,956 | -19.4% | -$89.35万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $367.44万 | 0.23% | 36,681 | -1,540 | -4.0% | -$15.43万 | 减仓 |