Stronghold Wealth Management L.L.C.
TAMPA FL · SEC CIK 0002107257
$6,617.01万2026Q1 申报市值
119持仓数
35.5%前十大占比 · 第一大 11.3%
10 / 6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
IMO 新建仓+$24.46万
T 新建仓+$23.72万
CVX 新建仓+$23.01万
FHN 新建仓+$21.71万
MO 新建仓+$21.63万
2026Q1 卖出最多 按季末市值估算
EMQQ THE EMERGIN 清仓-$28.25万
CCJ 清仓-$25.18万
ABT 清仓-$22.51万
PB 清仓-$21.24万
NSC 清仓-$20.18万
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 |
|---|---|---|---|---|---|---|---|---|
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $60.75万 | 0.92% | 25,201 | 832 | 3.4% | $2.01万 | 加仓 |
| AMZN | AMAZON COM INC COM | $61.13万 | 0.92% | 2,935 | -104 | -3.4% | -$2.17万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $61.79万 | 0.93% | 13,465 | -37 | -0.3% | -$1,698 | 减仓 |
| PLD | PROLOGIS INC. COM | $63.08万 | 0.95% | 4,772 | 27 | 0.6% | $3,569 | 加仓 |
| V | VISA INC COM CL A | $63.17万 | 0.95% | 2,090 | 68 | 3.4% | $2.06万 | 加仓 |
| WMT | WALMART INC COM | $64.22万 | 0.97% | 5,167 | -663 | -11.4% | -$8.24万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $65.49万 | 0.99% | 2,283 | -141 | -5.8% | -$4.04万 | 减仓 |
| AVGO | BROADCOM INC COM | $67.63万 | 1.02% | 2,185 | -32 | -1.4% | -$9,904 | 减仓 |
| — | EXXON MOBIL CORP COM | $70.60万 | 1.07% | 4,161 | -603 | -12.7% | -$10.23万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $73.10万 | 1.10% | 2,542 | -9 | -0.4% | -$2,588 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $74.03万 | 1.12% | 2,985 | -176 | -5.6% | -$4.36万 | 减仓 |
| META | META PLATFORMS INC CL A | $74.66万 | 1.13% | 1,305 | 68 | 5.5% | $3.89万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $76.55万 | 1.16% | 9,338 | 16 | 0.2% | $1,312 | 加仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $77.44万 | 1.17% | 2,089 | 334 | 19.0% | $12.38万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $81.78万 | 1.24% | 2,780 | -214 | -7.1% | -$6.30万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $82.97万 | 1.25% | 2,327 | 16 | 0.7% | $5,705 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $98.94万 | 1.50% | 5,673 | 689 | 13.8% | $12.02万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $102.49万 | 1.55% | 6,769 | -191 | -2.7% | -$2.89万 | 减仓 |
| AAPL | APPLE INC COM | $102.56万 | 1.55% | 4,041 | 211 | 5.5% | $5.35万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $103.17万 | 1.56% | 9,466 | 258 | 2.8% | $2.81万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $131.20万 | 1.98% | 15,889 | -408 | -2.5% | -$3.37万 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $140.32万 | 2.12% | 16,186 | 51 | 0.3% | $4,421 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $154.35万 | 2.33% | 13,014 | -7 | -0.1% | -$830 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $165.32万 | 2.50% | 5,268 | 14 | 0.3% | $4,393 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $186.60万 | 2.82% | 78,766 | 755 | 1.0% | $1.79万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $191.80万 | 2.90% | 63,260 | 1,408 | 2.3% | $4.27万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $195.56万 | 2.96% | 5,283 | 1 | 0.0% | $370 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $334.96万 | 5.06% | 33,742 | 263 | 0.8% | $2.61万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $744.51万 | 11.25% | 11,448 | 132 | 1.2% | $8.58万 | 加仓 |