13F 机构持仓

Stronghold Wealth Management L.L.C.

TAMPA FL · SEC CIK 0002107257

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.6%
AGG 4.6%
IWO 2.9%
PFF 2.7%
BXSL 2.6%
MSFT 2.4%
IEI 2.1%
TLT 1.9%
AAPL 1.9%
SHY 1.8%

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
— EXXON MOBIL CORP COM $00.00%0 -4,161-100.0% -$70.60万 清仓
ZTS ZOETIS INC CL A $00.00%0 -2,346-100.0% -$27.73万 清仓
IMO IMPERIAL OIL LTD COM NEW $00.00%0 -1,870-100.0% -$24.46万 清仓
T AT&T INC COM $00.00%0 -8,183-100.0% -$23.72万 清仓
MRSH MARSH & MCLENNAN COS INC COM $00.00%0 -1,349-100.0% -$23.40万 清仓
CVX CHEVRON CORPORATION COM $00.00%0 -1,112-100.0% -$23.01万 清仓
MELI MERCADOLIBRE INC COM $00.00%0 -132-100.0% -$22.82万 清仓
EFX EQUIFAX INC COM $00.00%0 -1,158-100.0% -$20.85万 清仓
INTU INTUIT COM $00.00%0 -474-100.0% -$20.49万 清仓
CMCSA COMCAST CORP NEW CL A $00.00%0 -7,104-100.0% -$20.40万 清仓
AEG AEGON LTD AMER REG 1 CERT $00.00%0 -10,155-100.0% -$7.37万 清仓
— BLACKROCK FLOATING RATE INC TR COM $12.43万0.17%11,660 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC SPONSORED ADR $15.52万0.21%26,618 -157-0.6% -$915 减仓
MQY BLACKROCK MUNIYILD QULT FD INC COM $15.82万0.21%13,639 00.0% — 不变
— INVESCO MUNI INCOME OPP TRST COM $16.03万0.21%25,811 00.0% — 不变
AHCO ADAPTHEALTH CORP COMMON STOCK $16.31万0.22%15,653 1,1197.7% $1.17万 加仓
HYT BLACKROCK CORPOR HI YLD FD INC COM $17.40万0.23%20,331 5002.5% $4,280 加仓
IYF ISHARES U.S. FINANCIALS ETF $20.03万0.27%1,571 00.0% — 重新持有
STRL STERLING INFRASTRUCTURE INC COM $20.14万0.27%240 240— $20.14万 新建仓
TGTX TG THERAPEUTICS INC COM $20.28万0.27%3,691 3,691— $20.28万 新建仓
USB US BANCORP COM NEW $20.45万0.27%3,386 3,386— $20.45万 新建仓
CSX CSX CORP COM $20.58万0.28%4,330 -648-13.0% -$3.08万 减仓
FITB FIFTH THIRD BANCORP COM $20.65万0.28%3,663 3,663— $20.65万 新建仓
UBS UBS GROUP AG SHS $20.73万0.28%4,183 -718-14.7% -$3.56万 重新持有
SIMO SILICON MOTION TECHNOLOGY CORP SPONSORED ADR $20.93万0.28%628 628— $20.93万 新建仓
BDX BECTON DICKINSON & CO COM $21.44万0.29%1,417 27424.0% $4.15万 重新持有
MCD MCDONALDS CORP COM $21.92万0.29%811 -2-0.2% -$541 减仓
GD GENERAL DYNAMICS CORP COM $22.00万0.29%621 -161-20.6% -$5.70万 减仓
PRU PRUDENTIAL FINL INC COM $22.60万0.30%2,094 110.5% $1,187 加仓
AJG GALLAGHER ARTHUR J & CO COM $22.80万0.31%993 151.5% $3,444 加仓
IYK ISHARES U.S. CONSUMER STAPLES ETF $22.88万0.31%3,149 -45-1.4% -$3,270 减仓
VRSN VERISIGN INC COM $22.89万0.31%910 748.9% $1.86万 加仓
PFE PFIZER INC COM $22.90万0.31%9,509 880.9% $2,119 加仓
LGND LIGAND PHARMACEUTICALS INC COM NEW $23.30万0.31%737 737— $23.30万 新建仓
DAL DELTA AIR LINES INC COM NEW $23.34万0.31%2,492 2,492— $23.34万 新建仓
SPGI S&P GLOBAL INC COM $23.46万0.31%576 -44-7.1% -$1.79万 减仓
PNC PNC FINL SVCS GROUP INC COM $23.46万0.31%953 -55-5.5% -$1.35万 重新持有
NPO ENPRO INC COM $23.52万0.31%624 624— $23.52万 新建仓
SHOP SHOPIFY INC CL A SUB VTG SHS $23.52万0.31%2,060 -805-28.1% -$9.19万 减仓
NFLX NETFLIX INC. COM $23.53万0.31%3,296 3,296— $23.53万 新建仓
MO ALTRIA GROUP INC COM $23.57万0.32%3,276 -2-0.1% -$144 减仓
MS MORGAN STANLEY COM NEW $23.83万0.32%1,140 1,140— $23.83万 新建仓
MOD MODINE MFG CO COM $24.06万0.32%901 901— $24.06万 新建仓
FHN FIRST HORIZON CORPORATION COM $24.45万0.33%9,537 00.0% — 不变
CMI CUMMINS INC COM $24.46万0.33%343 343— $24.46万 新建仓
FN FABRINET SHS $24.51万0.33%436 436— $24.51万 新建仓
BUI BLACKROCK UTILS INFRASTRUCTURE COM $24.59万0.33%8,477 -184-2.1% -$5,338 减仓
KMI KINDER MORGAN INC DEL COM $25.27万0.34%7,904 1121.4% $3,581 加仓
IBM INTERNATIONAL BUSINESS MACHS COM $25.39万0.34%903 -10-1.1% -$2,812 减仓
BOOT BOOT BARN HLDGS INC COM $26.04万0.35%1,585 1,585— $26.04万 新建仓
ARM ARM HOLDINGS PLC SPONSORED ADS $26.10万0.35%736 736— $26.10万 新建仓
MET METLIFE INC COM $26.40万0.35%3,120 40.1% $338 加仓
SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF $26.62万0.36%6,608 00.0% — 不变
BRC BRADY CORP CL A $26.66万0.36%2,911 2,911— $26.66万 新建仓
CI THE CIGNA GROUP COM $26.69万0.36%968 121.3% $3,308 加仓
APH AMPHENOL CORP CL A $26.92万0.36%1,527 -680-30.8% -$11.99万 减仓
IGF ISHARES GLOBAL INFRASTRUCTURE ETF $27.16万0.36%4,078 511.3% $3,397 加仓
EFA ISHARES MSCI EAFE ETF $27.82万0.37%2,678 25110.3% $2.61万 加仓
TXN TEXAS INSTRS INC COM $27.87万0.37%935 935— $27.87万 新建仓
VZ VERIZON COMMUNICATIONS INC COM $28.55万0.38%6,743 1292.0% $5,462 加仓
TJX TJX COS INC NEW COM $28.62万0.38%1,889 -84-4.3% -$1.27万 减仓
NOK NOKIA CORP SPONSORED ADR $28.91万0.39%21,773 2,63713.8% $3.50万 加仓
ETN EATON CORP PLC SHS $28.93万0.39%679 -21-3.0% -$8,949 减仓
AER AERCAP HOLDINGS NV SHS $29.56万0.40%2,028 -96-4.5% -$1.40万 减仓
IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF $29.64万0.40%4,916 661.4% $3,979 加仓
IYH ISHARES U.S. HEALTHCARE ETF $29.93万0.40%4,466 -75-1.7% -$5,026 减仓
IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF $30.12万0.40%6,677 1732.7% $7,804 加仓
BLK BLACKROCK INC COM $30.19万0.40%314 -45-12.5% -$4.33万 减仓
VRSK VERISK ANALYTICS INC COM $30.23万0.40%1,684 42633.9% $7.65万 加仓
COP CONOCOPHILLIPS COM $30.38万0.41%2,922 612.1% $6,342 加仓
PEP PEPSICO INC COM $30.80万0.41%2,275 40.2% $542 加仓
DLR DIGITAL RLTY TR INC COM $31.05万0.42%1,729 -5-0.3% -$898 减仓
DELL DELL TECHNOLOGIES INC CL C $31.67万0.42%734 734— $31.67万 新建仓
KO COCA COLA CO COM $32.00万0.43%3,938 -27-0.7% -$2,194 减仓
VPU VANGUARD UTILITIES ETF $33.67万0.45%1,720 181.1% $3,523 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW $33.93万0.45%678 00.0% — 不变
SO SOUTHERN CO COM $34.01万0.46%3,553 -4-0.1% -$383 减仓
HD HOME DEPOT INC COM $34.53万0.46%979 -10-1.0% -$3,527 减仓
UNH UNITEDHEALTH GROUP INC COM $35.08万0.47%844 -3-0.4% -$1,247 减仓
C CITIGROUP INC COM NEW $35.34万0.47%2,525 -346-12.1% -$4.84万 减仓
CAT CATERPILLAR INC COM $35.57万0.48%334 -197-37.1% -$20.98万 减仓
WFC WELLS FARGO & CO COM $36.32万0.49%4,395 350.8% $2,892 加仓
LIN LINDE PLC SHS $36.33万0.49%700 274.0% $1.40万 加仓
— EATON VANCE MUN INCOME TERM TR SHS $36.41万0.49%19,420 -777-3.8% -$1.46万 减仓
MOG/A MOOG INC CL A $36.87万0.49%870 9011.5% $3.81万 加仓
PG PROCTER & GAMBLE CO COM $38.77万0.52%2,644 37016.3% $5.43万 加仓
BAC BANK OF AMER CORP COM $40.28万0.54%7,070 110.2% $627 加仓
WPC WP CAREY INC COM $41.04万0.55%5,740 360.6% $2,574 加仓
MRK MERCK & CO INC COM $41.60万0.56%3,237 822.6% $1.05万 加仓
QCOM QUALCOMM INC COM $42.91万0.57%2,322 -493-17.5% -$9.11万 减仓
TIP ISHARES TIPS BOND ETF $43.61万0.58%3,985 330.8% $3,611 加仓
VDC VANGUARD CONSUMER STAPLES ETF $44.74万0.60%1,984 -84-4.1% -$1.89万 减仓
CSCO CISCO SYS INC COM $45.02万0.60%3,833 -1,100-22.3% -$12.92万 减仓
PH PARKER-HANNIFIN CORP COM $46.75万0.63%478 6415.5% $6.26万 加仓
PM PHILIP MORRIS INTL INC COM $46.84万0.63%2,589 200.8% $3,618 加仓
NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT $46.96万0.63%32,819 -39-0.1% -$558 减仓
ABBV ABBVIE INC COM $47.28万0.63%1,879 -32-1.7% -$8,052 减仓
ASML ASML HLDG NV N Y REGISTRY SHS $47.95万0.64%241 -13-5.1% -$2.59万 减仓
IOO ISHARES GLOBAL 100 ETF $49.09万0.66%3,594 -129-3.5% -$1.76万 减仓
TMO THERMO FISHER SCIENTIFIC INC COM $49.99万0.67%997 10311.5% $5.16万 加仓