Stronghold Wealth Management L.L.C.
TAMPA FL · SEC CIK 0002107257
$7,470.95万2026Q2 申报市值
131持仓数
34.3%前十大占比 · 第一大 11.6%
19 / 11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
XOM 新建仓+$59.19万
DELL 新建仓+$31.67万
TXN 新建仓+$27.87万
BRC 新建仓+$26.66万
ARM 新建仓+$26.10万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$70.60万
NBIS 减仓-$39.19万
ZTS 清仓-$27.73万
IMO 清仓-$24.46万
T 清仓-$23.72万
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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK OF NY MELLON CORP COM | $50.70万 | 0.68% | 3,506 | -413 | -10.5% | -$5.97万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $51.52万 | 0.69% | 2,705 | 392 | 16.9% | $7.47万 | 加仓 |
| SMB | VANECK SHORT MUNI ETF | $52.17万 | 0.70% | 30,072 | -167 | -0.6% | -$2,897 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $54.06万 | 0.72% | 2,923 | -16 | -0.5% | -$2,959 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $57.27万 | 0.77% | 1,115 | 80 | 7.7% | $4.11万 | 加仓 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $58.37万 | 0.78% | 12,787 | -76 | -0.6% | -$3,469 | 减仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $58.50万 | 0.78% | 24,024 | -1,177 | -4.7% | -$2.87万 | 减仓 |
| WMT | WALMART INC COM | $58.99万 | 0.79% | 5,208 | 41 | 0.8% | $4,644 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $59.19万 | 0.79% | 4,329 | 4,329 | — | $59.19万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON COM | $60.11万 | 0.80% | 2,367 | 30 | 1.3% | $7,619 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $60.87万 | 0.81% | 13,426 | -39 | -0.3% | -$1,768 | 减仓 |
| AMZN | AMAZON COM INC COM | $61.68万 | 0.83% | 2,588 | -347 | -11.8% | -$8.27万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $61.86万 | 0.83% | 4,982 | 222 | 4.7% | $2.76万 | 加仓 |
| EQIX | EQUINIX INC COM | $63.27万 | 0.85% | 607 | -2 | -0.3% | -$2,085 | 减仓 |
| PLD | PROLOGIS INC. COM | $65.40万 | 0.88% | 4,828 | 56 | 1.2% | $7,586 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $66.24万 | 0.89% | 1,387 | 203 | 17.1% | $9.69万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $66.81万 | 0.89% | 1,891 | -392 | -17.2% | -$13.85万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $66.84万 | 0.89% | 2,300 | -84 | -3.5% | -$2.44万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $69.67万 | 0.93% | 2,874 | 160 | 5.9% | $3.88万 | 加仓 |
| META | META PLATFORMS INC CL A | $70.13万 | 0.94% | 1,245 | -60 | -4.6% | -$3.38万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $70.95万 | 0.95% | 1,664 | -425 | -20.3% | -$18.12万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $71.22万 | 0.95% | 2,579 | -1,419 | -35.5% | -$39.19万 | 减仓 |
| V | VISA INC COM CL A | $77.44万 | 1.04% | 2,257 | 167 | 8.0% | $5.73万 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $79.27万 | 1.06% | 9,543 | 205 | 2.2% | $1.70万 | 加仓 |
| AVGO | BROADCOM INC COM | $82.77万 | 1.11% | 2,191 | 6 | 0.3% | $2,267 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $88.90万 | 1.19% | 2,716 | -64 | -2.3% | -$2.09万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $91.64万 | 1.23% | 3,050 | 65 | 2.2% | $1.95万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $95.09万 | 1.27% | 2,322 | -5 | -0.2% | -$2,048 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $101.94万 | 1.36% | 6,522 | -247 | -3.6% | -$3.86万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $107.73万 | 1.44% | 9,877 | 411 | 4.3% | $4.48万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $109.68万 | 1.47% | 3,069 | 527 | 20.7% | $18.83万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $115.81万 | 1.55% | 5,788 | 115 | 2.0% | $2.30万 | 加仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $131.81万 | 1.76% | 16,053 | 164 | 1.0% | $1.35万 | 加仓 |
| AAPL | APPLE INC COM | $140.95万 | 1.89% | 4,871 | 830 | 20.5% | $24.02万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $141.02万 | 1.89% | 16,318 | 132 | 0.8% | $1.14万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $153.84万 | 2.06% | 13,098 | 84 | 0.6% | $9,866 | 加仓 |
| MSFT | MICROSOFT CORP COM | $178.83万 | 2.39% | 4,794 | -489 | -9.3% | -$18.24万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $192.19万 | 2.57% | 81,058 | 2,292 | 2.9% | $5.43万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $203.31万 | 2.72% | 66,681 | 3,421 | 5.4% | $10.43万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $214.67万 | 2.87% | 5,449 | 181 | 3.4% | $7.13万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $344.13万 | 4.61% | 34,768 | 1,026 | 3.0% | $10.16万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $863.34万 | 11.56% | 11,561 | 113 | 1.0% | $8.44万 | 加仓 |