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 |
|---|---|---|---|---|---|---|---|---|
| IWM | ISHARES TR | $81.01万 | 0.03% | 3,266 | 1,287 | 65.0% | $31.92万 | 加仓 |
| IYF | ISHARES TR | $80.17万 | 0.03% | 6,814 | -212 | -3.0% | -$2.49万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $80.11万 | 0.03% | 12,827 | 39 | 0.3% | $2,436 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $78.92万 | 0.03% | 18,285 | 1,178 | 6.9% | $5.08万 | 加仓 |
| XBB | BONDBLOXX ETF TRUST | $78.74万 | 0.03% | 19,350 | 19,350 | — | $78.74万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $78.72万 | 0.03% | 2,330 | 1,621 | 228.6% | $54.77万 | 加仓 |
| FALN | ISHARES TR | $78.66万 | 0.03% | 29,439 | 93 | 0.3% | $2,485 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.25万 | 0.03% | 5,349 | -1,164 | -17.9% | -$17.03万 | 减仓 |
| AIQ | GLOBAL X FDS | $77.01万 | 0.03% | 16,500 | -170 | -1.0% | -$7,934 | 减仓 |
| GE | GE AEROSPACE | $76.55万 | 0.03% | 2,697 | 754 | 38.8% | $21.40万 | 加仓 |
| GLDM | WORLD GOLD TR | $75.65万 | 0.03% | 8,162 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $75.27万 | 0.03% | 11,406 | 285 | 2.6% | $1.88万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $75.12万 | 0.03% | 839 | 132 | 18.7% | $11.82万 | 加仓 |
| QQQ | INVESCO QQQ TR | $74.56万 | 0.03% | 1,291 | 16 | 1.3% | $9,241 | 加仓 |
| SLV | ISHARES SILVER TR | $73.95万 | 0.03% | 10,852 | -1,240 | -10.3% | -$8.45万 | 减仓 |
| VB | VANGUARD INDEX FDS | $73.70万 | 0.03% | 2,813 | 14 | 0.5% | $3,668 | 加仓 |
| ICOW | PACER FDS TR | $73.36万 | 0.03% | 17,286 | -300,815 | -94.6% | -$1,276.69万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $69.94万 | 0.03% | 3,043 | 338 | 12.5% | $7.77万 | 加仓 |
| IWR | ISHARES TR | $69.09万 | 0.03% | 7,106 | 5 | 0.1% | $486 | 加仓 |
| EYLD | CAMBRIA ETF TR | $68.72万 | 0.03% | 16,594 | -1,212 | -6.8% | -$5.02万 | 减仓 |
| VGT | VANGUARD WORLD FD | $67.90万 | 0.03% | 973 | 39 | 4.2% | $2.72万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.25万 | 0.03% | 9,483 | 14 | 0.1% | $993 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $67.15万 | 0.03% | 16,868 | -853 | -4.8% | -$3.40万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $66.92万 | 0.03% | 5,641 | 138 | 2.5% | $1.64万 | 加仓 |
| IJJ | ISHARES TR | $66.35万 | 0.03% | 5,007 | 94 | 1.9% | $1.25万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $65.82万 | 0.03% | 13,152 | -94 | -0.7% | -$4,704 | 减仓 |
| GILD | GILEAD SCIENCES INC | $64.54万 | 0.03% | 4,631 | -139 | -2.9% | -$1.94万 | 减仓 |
| MUB | ISHARES TR | $64.07万 | 0.03% | 6,036 | 418 | 7.4% | $4.44万 | 加仓 |
| SPYI | NEOS ETF TRUST | $63.01万 | 0.03% | 12,762 | 57 | 0.4% | $2,814 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $62.06万 | 0.02% | 12,620 | 191 | 1.5% | $9,392 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.11万 | 0.02% | 11,305 | 103 | 0.9% | $5,567 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $58.62万 | 0.02% | 2,418 | -1,781 | -42.4% | -$43.17万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $58.29万 | 0.02% | 15,548 | 398 | 2.6% | $1.49万 | 加仓 |
| COP | CONOCOPHILLIPS | $57.11万 | 0.02% | 4,326 | 708 | 19.6% | $9.35万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $56.66万 | 0.02% | 5,110 | 462 | 9.9% | $5.12万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $55.92万 | 0.02% | 5,131 | 797 | 18.4% | $8.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $55.48万 | 0.02% | 15,834 | -8,011 | -33.6% | -$28.07万 | 减仓 |
| UNP | UNION PAC CORP | $55.47万 | 0.02% | 2,286 | 994 | 76.9% | $24.12万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $55.43万 | 0.02% | 2,048 | -489 | -19.3% | -$13.23万 | 减仓 |
| CRM | SALESFORCE INC | $55.05万 | 0.02% | 2,949 | -29,010 | -90.8% | -$541.55万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $53.89万 | 0.02% | 13,115 | -8,872 | -40.4% | -$36.46万 | 减仓 |
| IEMG | ISHARES INC | $53.58万 | 0.02% | 7,681 | 3,392 | 79.1% | $23.66万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $53.44万 | 0.02% | 10,645 | 1,794 | 20.3% | $9.01万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $53.43万 | 0.02% | 2,568 | 725 | 39.3% | $15.09万 | 加仓 |
| STIP | ISHARES TR | $53.13万 | 0.02% | 5,137 | -5 | -0.1% | -$517 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $53.11万 | 0.02% | 2,276 | 608 | 36.5% | $14.19万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $51.81万 | 0.02% | 6,842 | -426 | -5.9% | -$3.23万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $51.15万 | 0.02% | 1,987 | 19 | 1.0% | $4,891 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $50.71万 | 0.02% | 2,358 | 350 | 17.4% | $7.53万 | 加仓 |
| SUB | ISHARES TR | $50.42万 | 0.02% | 4,734 | 67 | 1.4% | $7,136 | 加仓 |
| IYZ | ISHARES TR | $49.79万 | 0.02% | 12,662 | 1,647 | 15.0% | $6.48万 | 加仓 |
| TER | TERADYNE INC | $49.63万 | 0.02% | 1,674 | 20 | 1.2% | $5,929 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $49.35万 | 0.02% | 4,698 | -106,016 | -95.8% | -$1,113.58万 | 减仓 |
| TJX | TJX COS INC NEW | $49.16万 | 0.02% | 3,078 | 551 | 21.8% | $8.80万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $48.34万 | 0.02% | 9,669 | -104 | -1.1% | -$5,200 | 减仓 |
| PGR | PROGRESSIVE CORP | $48.22万 | 0.02% | 2,432 | 744 | 44.1% | $14.75万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $46.46万 | 0.02% | 8,803 | -3,434 | -28.1% | -$18.13万 | 减仓 |
| MGC | VANGUARD WORLD FD | $46.32万 | 0.02% | 1,960 | -76 | -3.7% | -$1.80万 | 减仓 |
| FICO | FAIR ISAAC CORP | $46.12万 | 0.02% | 432 | 432 | — | $46.12万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $45.95万 | 0.02% | 9,889 | 9,889 | — | $45.95万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $45.30万 | 0.02% | 7,394 | 47 | 0.6% | $2,879 | 加仓 |
| PFE | PFIZER INC | $45.21万 | 0.02% | 16,102 | 1,136 | 7.6% | $3.19万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.86万 | 0.02% | 2,459 | -102 | -4.0% | -$1.86万 | 减仓 |
| IWP | ISHARES TR | $44.79万 | 0.02% | 3,496 | 1 | 0.0% | $128 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $44.71万 | 0.02% | 11,475 | 297 | 2.7% | $1.16万 | 加仓 |
| NUMV | NUSHARES ETF TR | $44.39万 | 0.02% | 11,450 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $44.27万 | 0.02% | 1,542 | 21 | 1.4% | $6,029 | 加仓 |
| EQIX | EQUINIX INC | $44.23万 | 0.02% | 451 | 451 | — | $44.23万 | 新建仓 |
| CMF | ISHARES TR | $41.76万 | 0.02% | 7,344 | 331 | 4.7% | $1.88万 | 加仓 |
| EMR | EMERSON ELEC CO | $41.25万 | 0.02% | 3,148 | 363 | 13.0% | $4.76万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $41.13万 | 0.02% | 8,904 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $40.31万 | 0.02% | 13,904 | -3,848 | -21.7% | -$11.16万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $40.26万 | 0.02% | 9,001 | 854 | 10.5% | $3.82万 | 加仓 |
| GLW | CORNING INC | $40.09万 | 0.02% | 2,948 | 533 | 22.1% | $7.25万 | 加仓 |
| KKR | KKR & CO INC | $39.99万 | 0.02% | 4,323 | -217 | -4.8% | -$2.01万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $39.89万 | 0.02% | 8,079 | 3,967 | 96.5% | $19.59万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $38.90万 | 0.02% | 1,213 | 1,213 | — | $38.90万 | 新建仓 |
| BX | BLACKSTONE INC | $38.56万 | 0.02% | 3,352 | 296 | 9.7% | $3.40万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $38.24万 | 0.02% | 5,701 | 23 | 0.4% | $1,543 | 加仓 |
| CB | CHUBB LTD SWITZ | $36.59万 | 0.01% | 1,122 | 39 | 3.6% | $1.27万 | 加仓 |
| IVE | ISHARES TR | $36.18万 | 0.01% | 1,713 | 3 | 0.2% | $634 | 加仓 |
| SBUX | STARBUCKS CORP | $35.84万 | 0.01% | 4,000 | 162 | 4.2% | $1.45万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $35.58万 | 0.01% | 14,374 | -1,957 | -12.0% | -$4.84万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.96万 | 0.01% | 1,238 | 1,238 | — | $34.96万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.28万 | 0.01% | 2,615 | 67 | 2.6% | $8,783 | 加仓 |
| EUSB | ISHARES TR | $33.85万 | 0.01% | 7,782 | 873 | 12.6% | $3.80万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $33.55万 | 0.01% | 11,518 | -1,691 | -12.8% | -$4.93万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $33.50万 | 0.01% | 2,677 | -140 | -5.0% | -$1.75万 | 减仓 |
| UNIY | WISDOMTREE TR | $33.20万 | 0.01% | 6,854 | 6 | 0.1% | $291 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $32.78万 | 0.01% | 7,344 | -878 | -10.7% | -$3.92万 | 减仓 |
| DHR | DANAHER CORP DEL | $32.38万 | 0.01% | 1,707 | 464 | 37.3% | $8.80万 | 加仓 |
| IYH | ISHARES TR | $32.29万 | 0.01% | 5,237 | 672 | 14.7% | $4.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.18万 | 0.01% | 698 | 43 | 6.6% | $1.98万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $32.15万 | 0.01% | 757 | -24 | -3.1% | -$1.02万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.88万 | 0.01% | 5,741 | 1 | 0.0% | $56 | 加仓 |
| ANET | ARISTA NETWORKS INC | $31.87万 | 0.01% | 2,596 | 500 | 23.9% | $6.14万 | 加仓 |
| DE | DEERE & CO | $31.69万 | 0.01% | 562 | -2 | -0.4% | -$1,128 | 重新持有 |
| PPA | INVESCO EXCHANGE TRADED FD T | $30.70万 | 0.01% | 1,852 | -211 | -10.2% | -$3.50万 | 减仓 |
| CI | THE CIGNA GROUP | $30.60万 | 0.01% | 1,147 | 136 | 13.5% | $3.63万 | 加仓 |