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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | $744.51万 | 11.25% | 11,448 | 132 | 1.2% | $8.58万 | 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 |
| MSFT | MICROSOFT CORP COM | $195.56万 | 2.96% | 5,283 | 1 | 0.0% | $370 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $191.80万 | 2.90% | 63,260 | 1,408 | 2.3% | $4.27万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $186.60万 | 2.82% | 78,766 | 755 | 1.0% | $1.79万 | 加仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $165.32万 | 2.50% | 5,268 | 14 | 0.3% | $4,393 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $154.35万 | 2.33% | 13,014 | -7 | -0.1% | -$830 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $140.32万 | 2.12% | 16,186 | 51 | 0.3% | $4,421 | 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 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $103.17万 | 1.56% | 9,466 | 258 | 2.8% | $2.81万 | 加仓 |
| AAPL | APPLE INC COM | $102.56万 | 1.55% | 4,041 | 211 | 5.5% | $5.35万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $102.49万 | 1.55% | 6,769 | -191 | -2.7% | -$2.89万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $98.94万 | 1.50% | 5,673 | 689 | 13.8% | $12.02万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $82.97万 | 1.25% | 2,327 | 16 | 0.7% | $5,705 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $81.78万 | 1.24% | 2,780 | -214 | -7.1% | -$6.30万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $77.44万 | 1.17% | 2,089 | 334 | 19.0% | $12.38万 | 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 |
| META | META PLATFORMS INC CL A | $74.66万 | 1.13% | 1,305 | 68 | 5.5% | $3.89万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $74.03万 | 1.12% | 2,985 | -176 | -5.6% | -$4.36万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $73.10万 | 1.10% | 2,542 | -9 | -0.4% | -$2,588 | 减仓 |
| — | EXXON MOBIL CORP COM | $70.60万 | 1.07% | 4,161 | -603 | -12.7% | -$10.23万 | 减仓 |
| AVGO | BROADCOM INC COM | $67.63万 | 1.02% | 2,185 | -32 | -1.4% | -$9,904 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $65.49万 | 0.99% | 2,283 | -141 | -5.8% | -$4.04万 | 减仓 |
| WMT | WALMART INC COM | $64.22万 | 0.97% | 5,167 | -663 | -11.4% | -$8.24万 | 减仓 |
| V | VISA INC COM CL A | $63.17万 | 0.95% | 2,090 | 68 | 3.4% | $2.06万 | 加仓 |
| PLD | PROLOGIS INC. COM | $63.08万 | 0.95% | 4,772 | 27 | 0.6% | $3,569 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $61.79万 | 0.93% | 13,465 | -37 | -0.3% | -$1,698 | 减仓 |
| AMZN | AMAZON COM INC COM | $61.13万 | 0.92% | 2,935 | -104 | -3.4% | -$2.17万 | 减仓 |
| MMIT | NYLI MACKAY MUNI INTERMEDIATE ETF | $60.75万 | 0.92% | 25,201 | 832 | 3.4% | $2.01万 | 加仓 |
| EQIX | EQUINIX INC COM | $59.70万 | 0.90% | 609 | -51 | -7.7% | -$5.00万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $59.32万 | 0.90% | 2,384 | -15 | -0.6% | -$3,733 | 减仓 |
| CEMB | ISHARES J.P. MORGAN EM CORPORATE BOND ETF | $58.24万 | 0.88% | 12,863 | 28 | 0.2% | $1,268 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $57.99万 | 0.88% | 2,714 | -73 | -2.6% | -$1.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $57.13万 | 0.86% | 2,337 | -268 | -10.3% | -$6.55万 | 减仓 |
| SMB | VANECK SHORT MUNI ETF | $52.31万 | 0.79% | 30,239 | 263 | 0.9% | $4,550 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $51.71万 | 0.78% | 1,035 | 136 | 15.1% | $6.80万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $50.74万 | 0.77% | 1,190 | -57 | -4.6% | -$2.43万 | 减仓 |
| IWL | ISHARES RUSSELL TOP 200 ETF | $47.16万 | 0.71% | 2,939 | -20 | -0.7% | -$3,210 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $47.15万 | 0.71% | 32,858 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $46.49万 | 0.70% | 3,919 | -11 | -0.3% | -$1,305 | 减仓 |
| VDC | VANGUARD CONSUMER STAPLES ETF | $46.45万 | 0.70% | 2,068 | -13 | -0.6% | -$2,920 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $45.04万 | 0.68% | 3,723 | -83 | -2.2% | -$1.00万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $43.94万 | 0.66% | 894 | 71 | 8.6% | $3.49万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $43.85万 | 0.66% | 2,313 | 439 | 23.4% | $8.32万 | 加仓 |
| TIP | ISHARES TIPS BOND ETF | $43.61万 | 0.66% | 3,952 | 1,067 | 37.0% | $11.78万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $42.48万 | 0.64% | 2,569 | -57 | -2.2% | -$9,424 | 减仓 |
| ABBV | ABBVIE INC COM | $41.56万 | 0.63% | 1,911 | -11 | -0.6% | -$2,392 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $41.48万 | 0.63% | 3,998 | 569 | 16.6% | $5.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $40.01万 | 0.60% | 1,184 | -158 | -11.8% | -$5.34万 | 减仓 |
| WPC | WP CAREY INC COM | $38.76万 | 0.59% | 5,704 | -35 | -0.6% | -$2,379 | 减仓 |
| CSCO | CISCO SYS INC COM | $38.28万 | 0.58% | 4,933 | -13 | -0.3% | -$1,009 | 减仓 |
| MRK | MERCK & CO INC COM | $37.95万 | 0.57% | 3,155 | -190 | -5.7% | -$2.29万 | 减仓 |
| COP | CONOCOPHILLIPS COM | $37.77万 | 0.57% | 2,861 | -325 | -10.2% | -$4.29万 | 减仓 |
| CAT | CATERPILLAR INC COM | $37.62万 | 0.57% | 531 | -113 | -17.5% | -$8.01万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM TR SHS | $37.08万 | 0.56% | 20,197 | 169 | 0.8% | $3,103 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $37.06万 | 0.56% | 414 | -47 | -10.2% | -$4.21万 | 减仓 |
| QCOM | QUALCOMM INC COM | $36.25万 | 0.55% | 2,815 | 94 | 3.5% | $1.21万 | 加仓 |
| PEP | PEPSICO INC COM | $35.27万 | 0.53% | 2,271 | -33 | -1.4% | -$5,125 | 减仓 |
| WFC | WELLS FARGO & CO COM | $34.71万 | 0.52% | 4,360 | 106 | 2.5% | $8,439 | 加仓 |
| BLK | BLACKROCK INC COM | $34.53万 | 0.52% | 359 | 10 | 2.9% | $9,617 | 加仓 |
| BAC | BANK OF AMER CORP COM | $34.41万 | 0.52% | 7,059 | 70 | 1.0% | $3,412 | 加仓 |
| SO | SOUTHERN CO COM | $34.33万 | 0.52% | 3,557 | -93 | -2.5% | -$8,976 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $33.98万 | 0.51% | 2,865 | -61 | -2.1% | -$7,236 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $33.72万 | 0.51% | 1,702 | -158 | -8.5% | -$3.13万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $33.55万 | 0.51% | 254 | 59 | 30.3% | $7.79万 | 加仓 |
| LIN | LINDE PLC SHS | $33.36万 | 0.50% | 673 | 63 | 10.3% | $3.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $33.20万 | 0.50% | 6,614 | -544 | -7.6% | -$2.73万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $32.85万 | 0.50% | 2,274 | -11 | -0.5% | -$1,589 | 减仓 |
| C | CITIGROUP INC COM NEW | $32.56万 | 0.49% | 2,871 | 1 | 0.0% | $113 | 加仓 |
| HD | HOME DEPOT INC COM | $32.53万 | 0.49% | 989 | 154 | 18.4% | $5.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $32.49万 | 0.49% | 678 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $31.51万 | 0.48% | 1,973 | 72 | 3.8% | $1.15万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $31.25万 | 0.47% | 1,734 | 32 | 1.9% | $5,767 | 加仓 |
| KO | COCA COLA CO COM | $30.15万 | 0.46% | 3,965 | -36 | -0.9% | -$2,738 | 减仓 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $29.31万 | 0.44% | 6,504 | 53 | 0.8% | $2,388 | 加仓 |
| AER | AERCAP HOLDINGS NV SHS | $29.14万 | 0.44% | 2,124 | -166 | -7.2% | -$2.28万 | 减仓 |
| IYH | ISHARES U.S. HEALTHCARE ETF | $27.99万 | 0.42% | 4,541 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $27.89万 | 0.42% | 2,207 | -500 | -18.5% | -$6.32万 | 减仓 |
| ZTS | ZOETIS INC CL A | $27.73万 | 0.42% | 2,346 | 226 | 10.7% | $2.67万 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $26.98万 | 0.41% | 4,027 | 34 | 0.9% | $2,278 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $26.84万 | 0.41% | 782 | -3 | -0.4% | -$1,030 | 减仓 |
| IDMO | INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF | $26.60万 | 0.40% | 4,850 | 1,193 | 32.6% | $6.54万 | 加仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $26.52万 | 0.40% | 6,608 | 14 | 0.2% | $562 | 加仓 |
| PFE | PFIZER INC COM | $26.45万 | 0.40% | 9,421 | 132 | 1.4% | $3,707 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $26.37万 | 0.40% | 620 | 10 | 1.6% | $4,253 | 加仓 |
| KMI | KINDER MORGAN INC DEL COM | $26.13万 | 0.39% | 7,792 | -210 | -2.6% | -$7,041 | 减仓 |
| CI | THE CIGNA GROUP COM | $25.50万 | 0.39% | 956 | 19 | 2.0% | $5,068 | 加仓 |
| MCD | MCDONALDS CORP COM | $25.27万 | 0.38% | 813 | 9 | 1.1% | $2,797 | 加仓 |
| ETN | EATON CORP PLC SHS | $25.04万 | 0.38% | 700 | 19 | 2.8% | $6,796 | 加仓 |
| IMO | IMPERIAL OIL LTD COM NEW | $24.46万 | 0.37% | 1,870 | 1,870 | — | $24.46万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC COM | $23.87万 | 0.36% | 1,258 | 331 | 35.7% | $6.28万 | 加仓 |
| T | AT&T INC COM | $23.72万 | 0.36% | 8,183 | 8,183 | — | $23.72万 | 新建仓 |
| EFA | ISHARES MSCI EAFE ETF | $23.57万 | 0.36% | 2,427 | -159 | -6.1% | -$1.54万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $23.40万 | 0.35% | 1,349 | 32 | 2.4% | $5,550 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $23.01万 | 0.35% | 1,112 | 1,112 | — | $23.01万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $22.92万 | 0.35% | 847 | 90 | 11.9% | $2.44万 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTURE COM | $22.85万 | 0.35% | 8,661 | -77 | -0.9% | -$2,031 | 减仓 |
| MOG/A | MOOG INC CL A | $22.83万 | 0.34% | 780 | -92 | -10.6% | -$2.69万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $22.82万 | 0.34% | 132 | 16 | 13.8% | $2.77万 | 加仓 |
| IYK | ISHARES U.S. CONSUMER STAPLES ETF | $22.37万 | 0.34% | 3,194 | -121 | -3.7% | -$8,474 | 减仓 |