Stratos Investment Management, LLC
BEACHWOOD OH · SEC CIK 0001707206
$27.66亿2026Q2 申报市值
382持仓数
34.8%前十大占比 · 第一大 6.8%
29 / 22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
FENI 加仓+$1,520.99万
GVAL 加仓+$972.95万
FTMH 新建仓+$884.78万
MU 加仓+$796.84万
LRCX 加仓+$788.67万
2026Q2 卖出最多 按季末市值估算
JEPI 减仓-$1,238.15万
HD 减仓-$669.89万
EXXON MOBIL CORP 清仓-$639.82万
DELL 减仓-$628.12万
IWS 清仓-$534.20万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $33.74万 | 0.01% | 9,969 | -1,549 | -13.4% | -$5.24万 | 减仓 |
| EUSB | ISHARES TR | $33.81万 | 0.01% | 7,782 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $34.12万 | 0.01% | 2,494 | -121 | -4.6% | -$1.66万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $34.89万 | 0.01% | 1,883 | 6 | 0.3% | $1,112 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $35.23万 | 0.01% | 8,904 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $35.28万 | 0.01% | 1,486 | -790 | -34.7% | -$18.76万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $35.29万 | 0.01% | 5,742 | 1 | 0.0% | $61 | 加仓 |
| CB | CHUBB LIMITED | $35.40万 | 0.01% | 1,039 | -83 | -7.4% | -$2.83万 | 减仓 |
| MET | METLIFE INC | $35.91万 | 0.01% | 4,243 | 454 | 12.0% | $3.84万 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $36.09万 | 0.01% | 7,361 | 17 | 0.2% | $834 | 加仓 |
| CVS | CVS HEALTH CORP | $36.42万 | 0.01% | 3,520 | 126 | 3.7% | $1.30万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $36.45万 | 0.01% | 1,069 | -541 | -33.6% | -$18.45万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $37.63万 | 0.01% | 8,886 | -1,759 | -16.5% | -$7.45万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $37.96万 | 0.01% | 13,705 | -669 | -4.7% | -$1.85万 | 减仓 |
| BX | BLACKSTONE INC | $38.36万 | 0.01% | 3,260 | -92 | -2.7% | -$1.08万 | 减仓 |
| IYJ | ISHARES TR | $38.48万 | 0.01% | 2,309 | 286 | 14.1% | $4.77万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $38.56万 | 0.01% | 1,119 | -94 | -7.7% | -$3.24万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $39.24万 | 0.01% | 700 | -57 | -7.5% | -$3.20万 | 减仓 |
| TJX | TJX COS INC NEW | $39.45万 | 0.01% | 2,604 | -474 | -15.4% | -$7.18万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $39.81万 | 0.01% | 3,345 | 586 | 21.2% | $6.97万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $40.42万 | 0.01% | 3,199 | -1,432 | -30.9% | -$18.09万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $41.08万 | 0.01% | 7,734 | 340 | 4.6% | $1.81万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $41.11万 | 0.01% | 2,420 | -176 | -6.8% | -$2.99万 | 减仓 |
| KKR | KKR & CO INC | $41.15万 | 0.01% | 4,483 | 160 | 3.7% | $1.47万 | 加仓 |
| ICOW | PACER FDS TR | $41.55万 | 0.02% | 9,979 | -7,307 | -42.3% | -$30.42万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.61万 | 0.02% | 4,072 | 72 | 1.8% | $7,358 | 加仓 |
| CI | THE CIGNA GROUP | $41.65万 | 0.02% | 1,510 | 363 | 31.6% | $10.01万 | 加仓 |
| IVE | ISHARES TR | $41.85万 | 0.02% | 1,843 | 130 | 7.6% | $2.95万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $42.02万 | 0.02% | 7,950 | -1,051 | -11.7% | -$5.55万 | 减仓 |
| CMF | ISHARES TR | $42.33万 | 0.02% | 7,344 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $42.35万 | 0.02% | 661 | 661 | — | $42.35万 | 新建仓 |
| IEMG | ISHARES INC | $42.61万 | 0.02% | 5,144 | -2,537 | -33.0% | -$21.02万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $43.17万 | 0.02% | 1,372 | -170 | -11.0% | -$5.35万 | 减仓 |
| EMR | EMERSON ELEC CO | $43.29万 | 0.02% | 3,024 | -124 | -3.9% | -$1.78万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $44.95万 | 0.02% | 8,320 | -483 | -5.5% | -$2.61万 | 减仓 |
| EQIX | EQUINIX INC | $45.73万 | 0.02% | 438 | -13 | -2.9% | -$1.36万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $45.99万 | 0.02% | 8,578 | 499 | 6.2% | $2.68万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.00万 | 0.02% | 3,943 | -1,406 | -26.3% | -$16.40万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $46.45万 | 0.02% | 9,842 | 9,842 | — | $46.45万 | 新建仓 |
| IWP | ISHARES TR | $46.81万 | 0.02% | 3,196 | -300 | -8.6% | -$4.39万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $47.54万 | 0.02% | 11,523 | 48 | 0.4% | $1,980 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $47.84万 | 0.02% | 3,371 | 694 | 25.9% | $9.85万 | 加仓 |
| COP | CONOCOPHILLIPS | $48.95万 | 0.02% | 4,708 | 382 | 8.8% | $3.97万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $49.06万 | 0.02% | 2,445 | -14 | -0.6% | -$2,809 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $49.52万 | 0.02% | 5,689 | -12 | -0.2% | -$1,045 | 减仓 |
| NUMV | NUSHARES ETF TR | $49.80万 | 0.02% | 11,450 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $50.26万 | 0.02% | 2,719 | 863 | 46.5% | $15.95万 | 加仓 |
| STIP | ISHARES TR | $52.05万 | 0.02% | 5,095 | -42 | -0.8% | -$4,291 | 减仓 |
| SUB | ISHARES TR | $52.22万 | 0.02% | 4,904 | 170 | 3.6% | $1.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $53.13万 | 0.02% | 2,245 | -113 | -4.8% | -$2.67万 | 减仓 |
| MGC | VANGUARD WORLD FD | $53.63万 | 0.02% | 1,960 | 0 | 0.0% | — | 不变 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $54.83万 | 0.02% | 10,276 | 607 | 6.3% | $3.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $56.27万 | 0.02% | 14,506 | -1,328 | -8.4% | -$5.15万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $56.89万 | 0.02% | 10,091 | 202 | 2.0% | $1.14万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $57.19万 | 0.02% | 4,876 | -255 | -5.0% | -$2.99万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $57.57万 | 0.02% | 6,719 | -123 | -1.8% | -$1.05万 | 减仓 |
| SLV | ISHARES SILVER TR | $58.03万 | 0.02% | 10,852 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $58.48万 | 0.02% | 13,822 | 1,160 | 9.2% | $4.91万 | 加仓 |
| PGR | PROGRESSIVE CORP | $58.65万 | 0.02% | 2,684 | 252 | 10.4% | $5.51万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $58.65万 | 0.02% | 5,475 | 365 | 7.1% | $3.91万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $59.80万 | 0.02% | 12,823 | -292 | -2.2% | -$1.36万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $59.87万 | 0.02% | 13,683 | -1,865 | -12.0% | -$8.16万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $60.37万 | 0.02% | 1,970 | -17 | -0.9% | -$5,209 | 减仓 |
| UNP | UNION PAC CORP | $61.36万 | 0.02% | 2,255 | -31 | -1.4% | -$8,435 | 减仓 |
| WM | WASTE MGMT INC DEL | $61.75万 | 0.02% | 2,770 | -273 | -9.0% | -$6.09万 | 减仓 |
| KLAC | KLA CORP | $62.60万 | 0.02% | 2,074 | 84 | 4.2% | $2.54万 | 加仓 |
| IEFA | ISHARES TR | $63.59万 | 0.02% | 6,583 | -3,629 | -35.5% | -$35.05万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $64.10万 | 0.02% | 10,738 | -567 | -5.0% | -$3.38万 | 减仓 |
| GLDM | WORLD GOLD TR | $64.89万 | 0.02% | 8,171 | 9 | 0.1% | $715 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $66.86万 | 0.02% | 683 | -156 | -18.6% | -$15.27万 | 减仓 |
| MUB | ISHARES TR | $70.02万 | 0.03% | 6,506 | 470 | 7.8% | $5.06万 | 加仓 |
| IJJ | ISHARES TR | $70.77万 | 0.03% | 4,790 | -217 | -4.3% | -$3.21万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.75万 | 0.03% | 2,551 | 133 | 5.5% | $3.74万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $73.49万 | 0.03% | 2,573 | 5 | 0.2% | $1,428 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $73.77万 | 0.03% | 17,267 | 399 | 2.4% | $1.70万 | 加仓 |
| SPYI | NEOS ETF TRUST | $74.82万 | 0.03% | 14,092 | 1,330 | 10.4% | $7.06万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $74.96万 | 0.03% | 4,625 | 76 | 1.7% | $1.23万 | 加仓 |
| GLW | CORNING INC | $74.98万 | 0.03% | 2,935 | -13 | -0.4% | -$3,321 | 减仓 |
| EYLD | CAMBRIA ETF TR | $75.47万 | 0.03% | 16,618 | 24 | 0.1% | $1,090 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $76.64万 | 0.03% | 15,367 | 2,747 | 21.8% | $13.70万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $76.79万 | 0.03% | 13,819 | 667 | 5.1% | $3.71万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $77.18万 | 0.03% | 4,883 | -1,942 | -28.5% | -$30.69万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $77.83万 | 0.03% | 9,498 | 15 | 0.2% | $1,229 | 加仓 |
| TER | TERADYNE INC | $78.53万 | 0.03% | 1,623 | -51 | -3.0% | -$2.47万 | 减仓 |
| IWR | ISHARES TR | $79.89万 | 0.03% | 7,241 | 135 | 1.9% | $1.49万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $81.01万 | 0.03% | 5,602 | -39 | -0.7% | -$5,640 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $81.24万 | 0.03% | 11,622 | -1,205 | -9.4% | -$8.42万 | 减仓 |
| LOW | LOWES COS INC | $81.54万 | 0.03% | 3,698 | -410 | -10.0% | -$9.04万 | 减仓 |
| LIN | LINDE PLC | $81.82万 | 0.03% | 1,576 | -90 | -5.4% | -$4.67万 | 减仓 |
| BIL | SPDR SERIES TRUST | $82.43万 | 0.03% | 8,995 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $82.76万 | 0.03% | 11,502 | 96 | 0.8% | $6,908 | 加仓 |
| VB | VANGUARD INDEX FDS | $83.94万 | 0.03% | 2,769 | -44 | -1.6% | -$1.33万 | 减仓 |
| CNP | CENTERPOINT ENERGY INC | $84.04万 | 0.03% | 19,081 | 796 | 4.4% | $3.51万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $84.50万 | 0.03% | 3,877 | -2,661 | -40.7% | -$57.99万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $85.98万 | 0.03% | 26,374 | -138,761 | -84.0% | -$452.38万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $86.14万 | 0.03% | 27,165 | -2,456 | -8.3% | -$7.79万 | 减仓 |
| IDOG | ALPS ETF TR | $86.16万 | 0.03% | 20,921 | 1,168 | 5.9% | $4.81万 | 加仓 |
| ADI | ANALOG DEVICES INC | $86.22万 | 0.03% | 2,170 | -482 | -18.2% | -$19.15万 | 减仓 |
| GLD | SPDR GOLD TR | $87.71万 | 0.03% | 2,381 | -60 | -2.5% | -$2.21万 | 减仓 |