Stratos Investment Management, LLC
BEACHWOOD OH · SEC CIK 0001707206
$24.94亿2026Q1 申报市值
371持仓数
35.0%前十大占比 · 第一大 6.5%
34 / 15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
GVAL 新建仓+$1,354.33万
FENI 新建仓+$1,249.89万
VEA 加仓+$858.41万
APH 加仓+$581.36万
ALLW 新建仓+$572.57万
2026Q1 卖出最多 按季末市值估算
ICOW 减仓-$1,276.69万
QGRO 减仓-$1,113.58万
DIREXION SHARES 减仓-$894.58万
MGK 减仓-$705.38万
IEFA 减仓-$576.92万
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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $376.07万 | 0.15% | 24,217 | 2,099 | 9.5% | $32.60万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $369.01万 | 0.15% | 10,691 | -1,709 | -13.8% | -$58.99万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $366.28万 | 0.15% | 47,854 | 12,671 | 36.0% | $96.98万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $348.28万 | 0.14% | 77,189 | 4,228 | 5.8% | $19.08万 | 加仓 |
| CSCO | CISCO SYS INC | $333.99万 | 0.13% | 43,045 | 3,544 | 9.0% | $27.50万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $323.13万 | 0.13% | 4,968 | 1,172 | 30.9% | $76.23万 | 加仓 |
| CAT | CATERPILLAR INC | $307.15万 | 0.12% | 4,335 | -372 | -7.9% | -$26.36万 | 减仓 |
| KO | COCA COLA CO | $303.00万 | 0.12% | 39,842 | 3,169 | 8.6% | $24.10万 | 加仓 |
| PSFF | PACER FDS TR | $301.42万 | 0.12% | 94,064 | -1,097 | -1.2% | -$3.52万 | 减仓 |
| MDT | MEDTRONIC PLC | $301.23万 | 0.12% | 34,764 | 130 | 0.4% | $1.13万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $298.24万 | 0.12% | 89,120 | -95,194 | -51.6% | -$318.57万 | 减仓 |
| STBA | S & T BANCORP INC | $295.25万 | 0.12% | 70,584 | 70,584 | — | $295.25万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $287.30万 | 0.12% | 25,384 | 1,316 | 5.5% | $14.89万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $286.84万 | 0.12% | 107,915 | 5,531 | 5.4% | $14.70万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $286.58万 | 0.11% | 94,831 | -30,271 | -24.2% | -$91.48万 | 减仓 |
| EXC | EXELON CORP | $285.35万 | 0.11% | 58,211 | 2,993 | 5.4% | $14.67万 | 加仓 |
| EUSA | ISHARES INC | $283.32万 | 0.11% | 27,839 | 365 | 1.3% | $3.71万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $266.38万 | 0.11% | 45,318 | -5,445 | -10.7% | -$32.01万 | 减仓 |
| MCK | MCKESSON CORP | $263.52万 | 0.11% | 3,045 | 659 | 27.6% | $57.03万 | 加仓 |
| — | HONEYWELL INTL INC | $262.19万 | 0.11% | 11,599 | 1,031 | 9.8% | $23.31万 | 加仓 |
| USIG | ISHARES TR | $261.20万 | 0.10% | 50,984 | 6,112 | 13.6% | $31.31万 | 加仓 |
| SDCI | USCF ETF TR | $254.86万 | 0.10% | 93,562 | 93,562 | — | $254.86万 | 新建仓 |
| DGCB | DIMENSIONAL ETF TRUST | $254.82万 | 0.10% | 47,072 | 143 | 0.3% | $7,741 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $241.60万 | 0.10% | 18,451 | 83 | 0.5% | $1.09万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $241.38万 | 0.10% | 25,988 | 362 | 1.4% | $3.36万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $241.21万 | 0.10% | 2,851 | 183 | 6.9% | $15.48万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $237.98万 | 0.10% | 42,060 | -919 | -2.1% | -$5.20万 | 减仓 |
| CMI | CUMMINS INC | $237.12万 | 0.10% | 4,407 | 3,866 | 714.6% | $208.01万 | 加仓 |
| BLK | BLACKROCK INC | $234.34万 | 0.09% | 2,436 | 289 | 13.5% | $27.80万 | 加仓 |
| INTF | ISHARES TR | $233.79万 | 0.09% | 60,008 | -1,201 | -2.0% | -$4.68万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $231.71万 | 0.09% | 3,833 | 161 | 4.4% | $9.73万 | 加仓 |
| TSLA | TESLA INC | $222.92万 | 0.09% | 5,996 | -845 | -12.4% | -$31.42万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $220.66万 | 0.09% | 3,234 | 63 | 2.0% | $4.30万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $219.95万 | 0.09% | 36,264 | -641 | -1.7% | -$3.89万 | 减仓 |
| IJR | ISHARES TR | $208.92万 | 0.08% | 16,806 | -668 | -3.8% | -$8.30万 | 减仓 |
| URI | UNITED RENTALS INC | $206.98万 | 0.08% | 2,841 | 2,841 | — | $206.98万 | 新建仓 |
| V | VISA INC | $206.14万 | 0.08% | 6,820 | -316 | -4.4% | -$9.55万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $205.74万 | 0.08% | 60,762 | -3,717 | -5.8% | -$12.59万 | 减仓 |
| TXN | TEXAS INSTRS INC | $200.35万 | 0.08% | 10,319 | 1,608 | 18.5% | $31.22万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $185.60万 | 0.07% | 13,965 | 1,430 | 11.4% | $19.01万 | 加仓 |
| AMAT | APPLIED MATLS INC | $182.25万 | 0.07% | 5,332 | 1,430 | 36.6% | $48.88万 | 加仓 |
| ASML | ASML HLDG NV | $172.77万 | 0.07% | 1,308 | -111 | -7.8% | -$14.66万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $170.43万 | 0.07% | 33,834 | 1,658 | 5.2% | $8.35万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $162.75万 | 0.07% | 15,851 | -208 | -1.3% | -$2.14万 | 减仓 |
| ETN | EATON CORP PLC | $161.05万 | 0.06% | 4,502 | 196 | 4.6% | $7.01万 | 加仓 |
| IWY | ISHARES TR | $158.98万 | 0.06% | 6,389 | -21,834 | -77.4% | -$543.32万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $154.64万 | 0.06% | 9,352 | 815 | 9.5% | $13.48万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $152.54万 | 0.06% | 38,677 | -3,702 | -8.7% | -$14.60万 | 减仓 |
| IWF | ISHARES TR | $145.23万 | 0.06% | 3,405 | 51 | 1.5% | $2.18万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $144.05万 | 0.06% | 5,534 | 529 | 10.6% | $13.77万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $141.26万 | 0.06% | 6,944 | 1,231 | 21.5% | $25.04万 | 加仓 |
| MCD | MCDONALDS CORP | $139.37万 | 0.06% | 4,484 | 482 | 12.0% | $14.98万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $135.19万 | 0.05% | 26,593 | 2,203 | 9.0% | $11.20万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $134.82万 | 0.05% | 102,450 | 102,450 | — | $134.82万 | 新建仓 |
| ORCL | ORACLE CORP | $132.59万 | 0.05% | 9,012 | -78 | -0.9% | -$1.15万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $132.29万 | 0.05% | 14,076 | 1,549 | 12.4% | $14.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $128.33万 | 0.05% | 3,287 | 226 | 7.4% | $8.82万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $128.29万 | 0.05% | 6,538 | 1,005 | 18.2% | $19.72万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $126.67万 | 0.05% | 15,080 | -1 | -0.0% | -$84 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $126.67万 | 0.05% | 50,598 | 4,270 | 9.2% | $10.69万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $123.73万 | 0.05% | 24,461 | 2,218 | 10.0% | $11.22万 | 加仓 |
| URA | GLOBAL X FDS | $121.99万 | 0.05% | 25,189 | 346 | 1.4% | $1.68万 | 加仓 |
| EFA | ISHARES TR | $121.22万 | 0.05% | 12,480 | -1,108 | -8.2% | -$10.76万 | 减仓 |
| IYW | ISHARES TR | $118.50万 | 0.05% | 6,531 | 505 | 8.4% | $9.16万 | 加仓 |
| ALL | ALLSTATE CORP | $117.77万 | 0.05% | 5,679 | 510 | 9.9% | $10.58万 | 加仓 |
| TDTF | FLEXSHARES TR | $111.81万 | 0.04% | 46,376 | 1,910 | 4.3% | $4.61万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $107.93万 | 0.04% | 31,771 | -7,392 | -18.9% | -$25.11万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $105.44万 | 0.04% | 7,796 | 547 | 7.5% | $7.40万 | 加仓 |
| XEL | XCEL ENERGY INC | $105.26万 | 0.04% | 13,250 | 827 | 6.7% | $6.57万 | 加仓 |
| GLD | SPDR GOLD TR | $105.03万 | 0.04% | 2,441 | 750 | 44.4% | $32.27万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.89万 | 0.04% | 3,014 | 189 | 6.7% | $6.39万 | 加仓 |
| VLO | VALERO ENERGY CORP | $101.29万 | 0.04% | 4,099 | 1,821 | 79.9% | $45.00万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $101.08万 | 0.04% | 6,825 | -4,550 | -40.0% | -$67.39万 | 减仓 |
| AGG | ISHARES TR | $100.98万 | 0.04% | 10,172 | 99 | 1.0% | $9,828 | 加仓 |
| HSY | HERSHEY CO | $100.86万 | 0.04% | 4,851 | 391 | 8.8% | $8.13万 | 加仓 |
| IJK | ISHARES TR | $97.99万 | 0.04% | 9,738 | -1,733 | -15.1% | -$17.44万 | 减仓 |
| TPR | TAPESTRY INC | $97.56万 | 0.04% | 6,913 | -504 | -6.8% | -$7.11万 | 减仓 |
| LOW | LOWES COS INC | $97.07万 | 0.04% | 4,108 | 475 | 13.1% | $11.22万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $96.20万 | 0.04% | 4,674 | 890 | 23.5% | $18.32万 | 加仓 |
| IDV | ISHARES TR | $95.48万 | 0.04% | 22,433 | -2,156 | -8.8% | -$9.18万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $95.36万 | 0.04% | 20,888 | 20,888 | — | $95.36万 | 新建仓 |
| URTH | ISHARES INC | $94.94万 | 0.04% | 5,273 | 374 | 7.6% | $6.73万 | 加仓 |
| PFXF | VANECK ETF TRUST | $94.56万 | 0.04% | 53,910 | 813 | 1.5% | $1.43万 | 加仓 |
| IDEV | ISHARES TR | $93.04万 | 0.04% | 11,132 | 2,000 | 21.9% | $16.72万 | 加仓 |
| VV | VANGUARD INDEX FDS | $92.83万 | 0.04% | 3,106 | 30 | 1.0% | $8,966 | 加仓 |
| IEFA | ISHARES TR | $92.45万 | 0.04% | 10,212 | -63,724 | -86.2% | -$576.92万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.88万 | 0.04% | 29,621 | -1,139 | -3.7% | -$3.49万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $90.23万 | 0.04% | 15,412 | 1,280 | 9.1% | $7.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $89.98万 | 0.04% | 11,669 | 657 | 6.0% | $5.07万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $89.92万 | 0.04% | 9,737 | 819 | 9.2% | $7.56万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $89.62万 | 0.04% | 20,120 | -221 | -1.1% | -$9,844 | 减仓 |
| IVW | ISHARES TR | $87.76万 | 0.04% | 7,759 | -1,019 | -11.6% | -$11.53万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $87.44万 | 0.04% | 1,967 | 309 | 18.6% | $13.74万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $85.59万 | 0.03% | 17,662 | -3,787 | -17.7% | -$18.35万 | 减仓 |
| ADI | ANALOG DEVICES INC | $84.39万 | 0.03% | 2,652 | 393 | 17.4% | $12.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $83.12万 | 0.03% | 3,890 | 1,064 | 37.7% | $22.74万 | 加仓 |
| LIN | LINDE PLC | $82.60万 | 0.03% | 1,666 | 1,032 | 162.8% | $51.17万 | 加仓 |
| BIL | SPDR SERIES TRUST | $82.43万 | 0.03% | 8,995 | 0 | 0.0% | — | 不变 |
| FLXR | TCW ETF TRUST | $82.38万 | 0.03% | 20,976 | 1,804 | 9.4% | $7.08万 | 加仓 |
| IDOG | ALPS ETF TR | $82.28万 | 0.03% | 19,753 | 19,753 | — | $82.28万 | 新建仓 |