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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $863.34万 | 11.56% | 11,561 | 113 | 1.0% | $8.44万 | 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 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $214.67万 | 2.87% | 5,449 | 181 | 3.4% | $7.13万 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $203.31万 | 2.72% | 66,681 | 3,421 | 5.4% | $10.43万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $192.19万 | 2.57% | 81,058 | 2,292 | 2.9% | $5.43万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $178.83万 | 2.39% | 4,794 | -489 | -9.3% | -$18.24万 | 减仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $153.84万 | 2.06% | 13,098 | 84 | 0.6% | $9,866 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $141.02万 | 1.89% | 16,318 | 132 | 0.8% | $1.14万 | 加仓 |
| AAPL | APPLE INC COM | $140.95万 | 1.89% | 4,871 | 830 | 20.5% | $24.02万 | 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 |
| NVDA | NVIDIA CORPORATION COM | $115.81万 | 1.55% | 5,788 | 115 | 2.0% | $2.30万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $109.68万 | 1.47% | 3,069 | 527 | 20.7% | $18.83万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $107.73万 | 1.44% | 9,877 | 411 | 4.3% | $4.48万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $101.94万 | 1.36% | 6,522 | -247 | -3.6% | -$3.86万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $95.09万 | 1.27% | 2,322 | -5 | -0.2% | -$2,048 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $91.64万 | 1.23% | 3,050 | 65 | 2.2% | $1.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $88.90万 | 1.19% | 2,716 | -64 | -2.3% | -$2.09万 | 减仓 |
| AVGO | BROADCOM INC COM | $82.77万 | 1.11% | 2,191 | 6 | 0.3% | $2,267 | 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 |
| V | VISA INC COM CL A | $77.44万 | 1.04% | 2,257 | 167 | 8.0% | $5.73万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $71.22万 | 0.95% | 2,579 | -1,419 | -35.5% | -$39.19万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $70.95万 | 0.95% | 1,664 | -425 | -20.3% | -$18.12万 | 减仓 |
| META | META PLATFORMS INC CL A | $70.13万 | 0.94% | 1,245 | -60 | -4.6% | -$3.38万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $69.67万 | 0.93% | 2,874 | 160 | 5.9% | $3.88万 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $66.84万 | 0.89% | 2,300 | -84 | -3.5% | -$2.44万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $66.81万 | 0.89% | 1,891 | -392 | -17.2% | -$13.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $66.24万 | 0.89% | 1,387 | 203 | 17.1% | $9.69万 | 加仓 |
| PLD | PROLOGIS INC. COM | $65.40万 | 0.88% | 4,828 | 56 | 1.2% | $7,586 | 加仓 |
| EQIX | EQUINIX INC COM | $63.27万 | 0.85% | 607 | -2 | -0.3% | -$2,085 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $61.86万 | 0.83% | 4,982 | 222 | 4.7% | $2.76万 | 加仓 |
| AMZN | AMAZON COM INC COM | $61.68万 | 0.83% | 2,588 | -347 | -11.8% | -$8.27万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $60.87万 | 0.81% | 13,426 | -39 | -0.3% | -$1,768 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $60.11万 | 0.80% | 2,367 | 30 | 1.3% | $7,619 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $59.19万 | 0.79% | 4,329 | 4,329 | — | $59.19万 | 新建仓 |
| WMT | WALMART INC COM | $58.99万 | 0.79% | 5,208 | 41 | 0.8% | $4,644 | 加仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $58.50万 | 0.78% | 24,024 | -1,177 | -4.7% | -$2.87万 | 减仓 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $58.37万 | 0.78% | 12,787 | -76 | -0.6% | -$3,469 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $57.27万 | 0.77% | 1,115 | 80 | 7.7% | $4.11万 | 加仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $54.06万 | 0.72% | 2,923 | -16 | -0.5% | -$2,959 | 减仓 |
| SMB | VANECK SHORT MUNI ETF | $52.17万 | 0.70% | 30,072 | -167 | -0.6% | -$2,897 | 减仓 |
| DHR | DANAHER CORP DEL COM | $51.52万 | 0.69% | 2,705 | 392 | 16.9% | $7.47万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $50.70万 | 0.68% | 3,506 | -413 | -10.5% | -$5.97万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $49.99万 | 0.67% | 997 | 103 | 11.5% | $5.16万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $49.09万 | 0.66% | 3,594 | -129 | -3.5% | -$1.76万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $47.95万 | 0.64% | 241 | -13 | -5.1% | -$2.59万 | 减仓 |
| ABBV | ABBVIE INC COM | $47.28万 | 0.63% | 1,879 | -32 | -1.7% | -$8,052 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $46.96万 | 0.63% | 32,819 | -39 | -0.1% | -$558 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $46.84万 | 0.63% | 2,589 | 20 | 0.8% | $3,618 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $46.75万 | 0.63% | 478 | 64 | 15.5% | $6.26万 | 加仓 |
| CSCO | CISCO SYS INC COM | $45.02万 | 0.60% | 3,833 | -1,100 | -22.3% | -$12.92万 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $44.74万 | 0.60% | 1,984 | -84 | -4.1% | -$1.89万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $43.61万 | 0.58% | 3,985 | 33 | 0.8% | $3,611 | 加仓 |
| QCOM | QUALCOMM INC COM | $42.91万 | 0.57% | 2,322 | -493 | -17.5% | -$9.11万 | 减仓 |
| MRK | MERCK & CO INC COM | $41.60万 | 0.56% | 3,237 | 82 | 2.6% | $1.05万 | 加仓 |
| WPC | WP CAREY INC COM | $41.04万 | 0.55% | 5,740 | 36 | 0.6% | $2,574 | 加仓 |
| BAC | BANK OF AMER CORP COM | $40.28万 | 0.54% | 7,070 | 11 | 0.2% | $627 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $38.77万 | 0.52% | 2,644 | 370 | 16.3% | $5.43万 | 加仓 |
| MOG/A | MOOG INC CL A | $36.87万 | 0.49% | 870 | 90 | 11.5% | $3.81万 | 加仓 |
| — | EATON VANCE MUN INCOME TERM TR SHS | $36.41万 | 0.49% | 19,420 | -777 | -3.8% | -$1.46万 | 减仓 |
| LIN | LINDE PLC SHS | $36.33万 | 0.49% | 700 | 27 | 4.0% | $1.40万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $36.32万 | 0.49% | 4,395 | 35 | 0.8% | $2,892 | 加仓 |
| CAT | CATERPILLAR INC COM | $35.57万 | 0.48% | 334 | -197 | -37.1% | -$20.98万 | 减仓 |
| C | CITIGROUP INC COM NEW | $35.34万 | 0.47% | 2,525 | -346 | -12.1% | -$4.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $35.08万 | 0.47% | 844 | -3 | -0.4% | -$1,247 | 减仓 |
| HD | HOME DEPOT INC COM | $34.53万 | 0.46% | 979 | -10 | -1.0% | -$3,527 | 减仓 |
| SO | SOUTHERN CO COM | $34.01万 | 0.46% | 3,553 | -4 | -0.1% | -$383 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $33.93万 | 0.45% | 678 | 0 | 0.0% | — | 不变 |
| VPU | VANGUARD UTILITIES ETF | $33.67万 | 0.45% | 1,720 | 18 | 1.1% | $3,523 | 加仓 |
| KO | COCA COLA CO COM | $32.00万 | 0.43% | 3,938 | -27 | -0.7% | -$2,194 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $31.67万 | 0.42% | 734 | 734 | — | $31.67万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC COM | $31.05万 | 0.42% | 1,729 | -5 | -0.3% | -$898 | 减仓 |
| PEP | PEPSICO INC COM | $30.80万 | 0.41% | 2,275 | 4 | 0.2% | $542 | 加仓 |
| COP | CONOCOPHILLIPS COM | $30.38万 | 0.41% | 2,922 | 61 | 2.1% | $6,342 | 加仓 |
| VRSK | VERISK ANALYTICS INC COM | $30.23万 | 0.40% | 1,684 | 426 | 33.9% | $7.65万 | 加仓 |
| BLK | BLACKROCK INC COM | $30.19万 | 0.40% | 314 | -45 | -12.5% | -$4.33万 | 减仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $30.12万 | 0.40% | 6,677 | 173 | 2.7% | $7,804 | 加仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $29.93万 | 0.40% | 4,466 | -75 | -1.7% | -$5,026 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $29.64万 | 0.40% | 4,916 | 66 | 1.4% | $3,979 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $29.56万 | 0.40% | 2,028 | -96 | -4.5% | -$1.40万 | 减仓 |
| ETN | EATON CORP PLC SHS | $28.93万 | 0.39% | 679 | -21 | -3.0% | -$8,949 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $28.91万 | 0.39% | 21,773 | 2,637 | 13.8% | $3.50万 | 加仓 |
| TJX | TJX COS INC NEW COM | $28.62万 | 0.38% | 1,889 | -84 | -4.3% | -$1.27万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $28.55万 | 0.38% | 6,743 | 129 | 2.0% | $5,462 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $27.87万 | 0.37% | 935 | 935 | — | $27.87万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $27.82万 | 0.37% | 2,678 | 251 | 10.3% | $2.61万 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $27.16万 | 0.36% | 4,078 | 51 | 1.3% | $3,397 | 加仓 |
| APH | AMPHENOL CORP CL A | $26.92万 | 0.36% | 1,527 | -680 | -30.8% | -$11.99万 | 减仓 |
| CI | THE CIGNA GROUP COM | $26.69万 | 0.36% | 968 | 12 | 1.3% | $3,308 | 加仓 |
| BRC | BRADY CORP CL A | $26.66万 | 0.36% | 2,911 | 2,911 | — | $26.66万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $26.62万 | 0.36% | 6,608 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $26.40万 | 0.35% | 3,120 | 4 | 0.1% | $338 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $26.10万 | 0.35% | 736 | 736 | — | $26.10万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC COM | $26.04万 | 0.35% | 1,585 | 1,585 | — | $26.04万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $25.39万 | 0.34% | 903 | -10 | -1.1% | -$2,812 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $25.27万 | 0.34% | 7,904 | 112 | 1.4% | $3,581 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTURE COM | $24.59万 | 0.33% | 8,477 | -184 | -2.1% | -$5,338 | 减仓 |
| FN | FABRINET SHS | $24.51万 | 0.33% | 436 | 436 | — | $24.51万 | 新建仓 |
| CMI | CUMMINS INC COM | $24.46万 | 0.33% | 343 | 343 | — | $24.46万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION COM | $24.45万 | 0.33% | 9,537 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO COM | $24.06万 | 0.32% | 901 | 901 | — | $24.06万 | 新建仓 |