13F 机构持仓

Stronghold Wealth Management L.L.C.

TAMPA FL · SEC CIK 0002107257

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$7,470.95万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 11.3%
AGG 5.1%
MSFT 3.0%
PFF 2.9%
BXSL 2.8%
IWO 2.5%
IEI 2.3%
TLT 2.1%
SHY 2.0%
LQD 1.6%

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
— EMQQ THE EMERGING MARKETS INTERNET ETF $00.00%0 -7,000-100.0% -$28.25万 清仓
CCJ CAMECO CORP COM $00.00%0 -2,752-100.0% -$25.18万 清仓
UBS UBS GROUP AG SHS $00.00%0 —— — 申报中断
ABT ABBOTT LABS COM $00.00%0 -1,797-100.0% -$22.51万 清仓
BDX BECTON DICKINSON & CO COM $00.00%0 —— — 申报中断
PB PROSPERITY BANCSHARES INC COM $00.00%0 -3,073-100.0% -$21.24万 清仓
PNC PNC FINL SVCS GROUP INC COM $00.00%0 —— — 申报中断
IYF ISHARES U.S. FINANCIALS ETF $00.00%0 —— — 申报中断
NSC NORFOLK SOUTHN CORP COM $00.00%0 -699-100.0% -$20.18万 清仓
HOMB HOME BANCSHARES INC COM $00.00%0 -7,224-100.0% -$20.07万 清仓
AEG AEGON LTD AMER REG 1 CERT $7.37万0.11%10,155 10,155— $7.37万 新建仓
— BLACKROCK FLOATING RATE INC TR COM $12.55万0.19%11,660 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $13.47万0.20%26,775 7332.8% $3,687 加仓
MQY BLACKROCK MUNIYILD QULT FD INC COM $14.98万0.23%13,639 00.0% — 不变
NOK NOKIA CORP SPONSORED ADR $15.39万0.23%19,136 2,06512.1% $1.66万 加仓
— INVESCO MUNI INCOME OPP TRST COM $15.85万0.24%25,811 00.0% — 不变
HYT BLACKROCK CORPOR HI YLD FD INC COM $16.90万0.26%19,831 00.0% — 不变
AHCO ADAPTHEALTH CORP COMMON STOCK $17.30万0.26%14,534 14,534— $17.30万 新建仓
PRU PRUDENTIAL FINL INC COM $20.35万0.31%2,083 -74-3.4% -$7,229 减仓
CMCSA COMCAST CORP NEW CL A $20.40万0.31%7,104 2493.6% $7,149 加仓
CSX CSX CORP COM $20.43万0.31%4,978 4,978— $20.43万 新建仓
INTU INTUIT COM $20.49万0.31%474 296.5% $1.25万 加仓
VRSN VERISIGN INC COM $20.76万0.31%836 836— $20.76万 新建仓
EFX EQUIFAX INC COM $20.85万0.32%1,158 1,158— $20.85万 新建仓
AJG GALLAGHER ARTHUR J & CO COM $21.18万0.32%978 20526.5% $4.44万 加仓
MO ALTRIA GROUP INC COM $21.63万0.33%3,278 3,278— $21.63万 新建仓
FHN FIRST HORIZON CORPORATION COM $21.71万0.33%9,537 9,537— $21.71万 新建仓
MET METLIFE INC COM $22.04万0.33%3,116 1093.6% $7,708 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $22.13万0.33%913 313.5% $7,514 加仓
IYK ISHARES U.S. CONSUMER STAPLES ETF $22.37万0.34%3,194 -121-3.7% -$8,474 减仓
MELI MERCADOLIBRE INC COM $22.82万0.34%132 1613.8% $2.77万 加仓
MOG/A MOOG INC CL A $22.83万0.34%780 -92-10.6% -$2.69万 减仓
BUI BLACKROCK UTILS INFRASTRUCTURE COM $22.85万0.35%8,661 -77-0.9% -$2,031 减仓
UNH UNITEDHEALTH GROUP INC COM $22.92万0.35%847 9011.9% $2.44万 加仓
CVX CHEVRON CORPORATION COM $23.01万0.35%1,112 1,112— $23.01万 新建仓
MRSH MARSH & MCLENNAN COS INC COM $23.40万0.35%1,349 322.4% $5,550 加仓
EFA ISHARES MSCI EAFE ETF $23.57万0.36%2,427 -159-6.1% -$1.54万 减仓
T AT&T INC COM $23.72万0.36%8,183 8,183— $23.72万 新建仓
VRSK VERISK ANALYTICS INC COM $23.87万0.36%1,258 33135.7% $6.28万 加仓
IMO IMPERIAL OIL LTD COM NEW $24.46万0.37%1,870 1,870— $24.46万 新建仓
ETN EATON CORP PLC SHS $25.04万0.38%700 192.8% $6,796 加仓
MCD MCDONALDS CORP COM $25.27万0.38%813 91.1% $2,797 加仓
CI THE CIGNA GROUP COM $25.50万0.39%956 192.0% $5,068 加仓
KMI KINDER MORGAN INC DEL COM $26.13万0.39%7,792 -210-2.6% -$7,041 减仓
SPGI S&P GLOBAL INC COM $26.37万0.40%620 101.6% $4,253 加仓
PFE PFIZER INC COM $26.45万0.40%9,421 1321.4% $3,707 加仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $26.52万0.40%6,608 140.2% $562 加仓
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF $26.60万0.40%4,850 1,19332.6% $6.54万 加仓
GD GENERAL DYNAMICS CORP COM $26.84万0.41%782 -3-0.4% -$1,030 减仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $26.98万0.41%4,027 340.9% $2,278 加仓
ZTS ZOETIS INC CL A $27.73万0.42%2,346 22610.7% $2.67万 加仓
APH AMPHENOL CORP CL A $27.89万0.42%2,207 -500-18.5% -$6.32万 减仓
IYH ISHARES U.S. HEALTHCARE ETF $27.99万0.42%4,541 00.0% — 不变
AER AERCAP HOLDINGS NV SHS $29.14万0.44%2,124 -166-7.2% -$2.28万 减仓
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF $29.31万0.44%6,504 530.8% $2,388 加仓
KO COCA COLA CO COM $30.15万0.46%3,965 -36-0.9% -$2,738 减仓
DLR DIGITAL RLTY TR INC COM $31.25万0.47%1,734 321.9% $5,767 加仓
TJX TJX COS INC NEW COM $31.51万0.48%1,973 723.8% $1.15万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $32.49万0.49%678 00.0% — 不变
HD HOME DEPOT INC COM $32.53万0.49%989 15418.4% $5.06万 加仓
C CITIGROUP INC COM NEW $32.56万0.49%2,871 10.0% $113 加仓
PG PROCTER & GAMBLE CO COM $32.85万0.50%2,274 -11-0.5% -$1,589 减仓
VZ VERIZON COMMUNICATIONS INC COM $33.20万0.50%6,614 -544-7.6% -$2.73万 减仓
LIN LINDE PLC SHS $33.36万0.50%673 6310.3% $3.12万 加仓
ASML ASML HLDG NV N Y REGISTRY SHS $33.55万0.51%254 5930.3% $7.79万 加仓
VPU VANGUARD UTILITIES ETF $33.72万0.51%1,702 -158-8.5% -$3.13万 减仓
SHOP SHOPIFY INC CL A SUB VTG SHS $33.98万0.51%2,865 -61-2.1% -$7,236 减仓
SO SOUTHERN CO COM $34.33万0.52%3,557 -93-2.5% -$8,976 减仓
BAC BANK OF AMER CORP COM $34.41万0.52%7,059 701.0% $3,412 加仓
BLK BLACKROCK INC COM $34.53万0.52%359 102.9% $9,617 加仓
WFC WELLS FARGO & CO COM $34.71万0.52%4,360 1062.5% $8,439 加仓
PEP PEPSICO INC COM $35.27万0.53%2,271 -33-1.4% -$5,125 减仓
QCOM QUALCOMM INC COM $36.25万0.55%2,815 943.5% $1.21万 加仓
PH PARKER-HANNIFIN CORP COM $37.06万0.56%414 -47-10.2% -$4.21万 减仓
— EATON VANCE MUN INCOME TERM TR SHS $37.08万0.56%20,197 1690.8% $3,103 加仓
CAT CATERPILLAR INC COM $37.62万0.57%531 -113-17.5% -$8.01万 减仓
COP CONOCOPHILLIPS COM $37.77万0.57%2,861 -325-10.2% -$4.29万 减仓
MRK MERCK & CO INC COM $37.95万0.57%3,155 -190-5.7% -$2.29万 减仓
CSCO CISCO SYS INC COM $38.28万0.58%4,933 -13-0.3% -$1,009 减仓
WPC WP CAREY INC COM $38.76万0.59%5,704 -35-0.6% -$2,379 减仓
TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS $40.01万0.60%1,184 -158-11.8% -$5.34万 减仓
NBIS NEBIUS GROUP N.V. SHS CLASS A $41.48万0.63%3,998 56916.6% $5.90万 加仓
ABBV ABBVIE INC COM $41.56万0.63%1,911 -11-0.6% -$2,392 减仓
PM PHILIP MORRIS INTL INC COM $42.48万0.64%2,569 -57-2.2% -$9,424 减仓
TIP ISHARES TIPS BOND ETF $43.61万0.66%3,952 1,06737.0% $11.78万 加仓
DHR DANAHER CORP DEL COM $43.85万0.66%2,313 43923.4% $8.32万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $43.94万0.66%894 718.6% $3.49万 加仓
IOO ISHARES GLOBAL 100 ETF $45.04万0.68%3,723 -83-2.2% -$1.00万 减仓
VDC VANGUARD CONSUMER STAPLES ETF $46.45万0.70%2,068 -13-0.6% -$2,920 减仓
BNY BANK NEW YORK MELLON CORP COM $46.49万0.70%3,919 -11-0.3% -$1,305 减仓
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT $47.15万0.71%32,858 00.0% — 不变
IWL ISHARES RUSSELL TOP 200 ETF $47.16万0.71%2,939 -20-0.7% -$3,210 减仓
IWF ISHARES RUSSELL 1000 GROWTH ETF $50.74万0.77%1,190 -57-4.6% -$2.43万 减仓
MA MASTERCARD INCORPORATED CL A $51.71万0.78%1,035 13615.1% $6.80万 加仓
SMB VANECK SHORT MUNI ETF $52.31万0.79%30,239 2630.9% $4,550 加仓
JNJ JOHNSON & JOHNSON COM $57.13万0.86%2,337 -268-10.3% -$6.55万 减仓
IWD ISHARES RUSSELL 1000 VALUE ETF $57.99万0.88%2,714 -73-2.6% -$1.56万 减仓
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF $58.24万0.88%12,863 280.2% $1,268 加仓
IWY ISHARES RUSSELL TOP 200 GROWTH ETF $59.32万0.90%2,384 -15-0.6% -$3,733 减仓
EQIX EQUINIX INC COM $59.70万0.90%609 -51-7.7% -$5.00万 减仓