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Stratos Wealth Partners, LTD. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Stratos Wealth Partners, LTD.
报告期 2026-03-31 · CIK 0001612865
持仓数
1,619
前50大市值合计
$4.01B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 36
减持 91
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SER TR
-$69.3M
76,387
-91%
减持
GBIL
GOLDMAN SACHS ETF TR
-$55.9M
255,246
-69%
减持
IAU
ISHARES GOLD TR
-$29.6M
271,495
-76%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
HYMB
SPDR SER TR
+$25.3M
527,462
减持
TIPX
SPDR SER TR
-$22.2M
39,645
-97%
增持
EZM
WISDOMTREE TR
+$16.7M
386,113
+5962%
减持
GLD
SPDR GOLD TR
-$11.5M
39,878
-62%
减持
MSFT
MICROSOFT CORP
-$10.3M
276,742
-5%
减持
IEMG
ISHARES INC
-$9.0M
709,371
-12%
减持
AAPL
APPLE INC
-$8.5M
1,002,022
-7%
减持
SPY
SPDR S&P 500 ETF TR
-$8.4M
305,968
-2%
增持
IDEV
ISHARES TR
+$8.0M
1,608,620
+24%
减持
USFR
WISDOMTREE TR
-$7.7M
452,253
-25%
减持
XLE
SELECT SECTOR SPDR TR
-$7.6M
207,480
-34%
清仓
GXC
SPDR INDEX SHS FDS
-$7.2M
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$7.1M
437,742
+18%
减持
TIP
ISHARES TR
-$6.6M
51,916
-51%
建仓
QLTA
ISHARES TR
+$6.0M
133,307
减持
IVV
ISHARES TR
-$5.7M
192,881
-2%
建仓
POWA
INVESCO EXCH TRD SLF IDX FD
+$5.7M
94,877
增持
SPTI
SPDR SER TR
+$5.6M
930,038
+33%
减持
VTEB
VANGUARD MUN BD FDS
-$5.4M
4,833
-96%
增持
VOO
VANGUARD INDEX FDS
+$5.3M
430,613
+10%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.2M
203,994
+207%
减持
JPM
JPMORGAN CHASE & CO
-$5.1M
219,034
-12%
增持
BND
VANGUARD BD INDEX FDS
+$4.9M
881,423
+14%
减持
NVDA
NVIDIA CORPORATION
-$4.6M
116,078
-6%
减持
DHS
WISDOMTREE TR
-$4.5M
3,481
-94%
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.3M
266,925
+281%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.2M
353,448
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$4.1M
110,591
+2071%
增持
VZ
VERIZON COMMUNICATIONS INC
-$3.7M
291,354
+0%
建仓
—
ISHARES TR
+$3.6M
149,350
减持
JNJ
JOHNSON & JOHNSON
-$3.4M
142,915
-5%
建仓
RAAX
VANECK ETF TRUST
+$3.4M
151,035
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.4M
268,783
-4%
增持
ETSY
ETSY INC
+$3.4M
123,022
+1%
增持
GOOGL
ALPHABET INC
-$3.4M
299,979
+1937%
减持
ABBV
ABBVIE INC
-$3.3M
141,443
-3%
增持
AGG
ISHARES TR
+$3.2M
142,706
+38%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.2M
351,246
+22%
减持
QCOM
QUALCOMM INC
-$3.2M
125,473
-8%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$3.2M
13,582
-28%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$3.2M
78,158
+894%
增持
GOOG
ALPHABET INC
-$3.2M
158,269
+1782%
减持
META
META PLATFORMS INC
-$3.2M
93,245
-5%
减持
MAR
MARRIOTT INTL INC NEW
-$3.1M
26,813
-47%
减持
PG
PROCTER AND GAMBLE CO
-$3.1M
140,094
-3%
减持
PFE
PFIZER INC
-$3.1M
225,944
-9%
减持
CVE
CENOVUS ENERGY INC
-$3.0M
152,969
-46%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.8M
108,047
+719%
减持
INTC
INTEL CORP
-$2.8M
147,586
-16%
减持
SWK
STANLEY BLACK & DECKER INC
-$2.7M
6,349
-79%
减持
SLYV
SPDR SER TR
-$2.6M
3,300
-92%
减持
DVY
ISHARES TR
-$2.4M
24,747
-42%
减持
IJR
ISHARES TR
-$2.4M
413,362
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.2M
413,693
-7%
减持
ABT
ABBOTT LABS
-$2.2M
129,372
-4%
减持
SUB
ISHARES TR
-$2.2M
14,798
-58%
减持
—
ETF MANAGERS TR
-$2.2M
460,871
-37%
减持
MCD
MCDONALDS CORP
-$2.1M
81,207
-4%
增持
DLN
WISDOMTREE TR
+$2.1M
584,105
+14%
减持
QUAL
ISHARES TR
-$2.1M
133,404
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.0M
58,439
-10%
增持
FLOT
ISHARES TR
+$1.9M
606,522
+6%
减持
VV
VANGUARD INDEX FDS
-$1.9M
36,673
-20%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$1.8M
71,664
减持
SHY
ISHARES TR
-$1.8M
69,470
-23%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.8M
943,628
+3%
清仓
GTIP
GOLDMAN SACHS ETF TR
-$1.8M
0
-100%
减持
V
VISA INC
-$1.8M
55,686
-6%
建仓
—
ENCORE WIRE CORP
+$1.7M
15,122
减持
T
AT&T INC
-$1.7M
292,751
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.7M
96,637
-15%
增持
SPSM
SPDR SER TR
+$1.7M
207,594
+39%
增持
MOAT
VANECK ETF TRUST
+$1.7M
60,345
+100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.7M
93,950
-25%
建仓
J
JACOBS SOLUTIONS INC
+$1.7M
15,535
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.7M
68,844
-10%
增持
FSMB
FIRST TR EXCH TRADED FD III
+$1.7M
195,709
+81%
减持
VUG
VANGUARD INDEX FDS
-$1.6M
48,307
-10%
减持
VB
VANGUARD INDEX FDS
-$1.6M
78,953
-8%
减持
XLV
SELECT SECTOR SPDR TR
-$1.6M
175,895
-2%
建仓
—
LIVENT CORP
+$1.6M
52,548
减持
VNQ
VANGUARD INDEX FDS
-$1.6M
93,357
-6%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.6M
67,934
-35%
减持
SDY
SPDR SER TR
-$1.6M
56,674
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.5M
47,059
-7%
增持
SPDW
SPDR INDEX SHS FDS
-$1.5M
678,329
+3%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$1.5M
0
-100%
减持
VXUS
VANGUARD STAR FDS
-$1.5M
198,862
-3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.5M
140,165
+32%
增持
IWV
ISHARES TR
+$1.5M
9,925
+299%
减持
IPKW
INVESCO EXCH TRADED FD TR II
-$1.5M
178,271
-13%
减持
VTI
VANGUARD INDEX FDS
-$1.5M
162,457
-0%
减持
SPYM
SPDR SER TR
-$1.4M
405,420
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.4M
25,208
-6%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$1.4M
94,180
减持
WFC
WELLS FARGO CO NEW
-$1.4M
95,650
-29%
增持
IEFA
ISHARES TR
-$1.4M
381,902
+4%
建仓
PEY
INVESCO EXCHANGE TRADED FD T
+$1.4M
74,121
减持
COST
COSTCO WHSL CORP NEW
-$1.4M
40,919
-5%
减持
IYW
ISHARES TR
-$1.4M
102,464
-8%
减持
KMB
KIMBERLY-CLARK CORP
-$1.4M
47,162
-4%
减持
DGRO
ISHARES TR
-$1.3M
347,778
-1%
减持
VET
VERMILION ENERGY INC
-$1.3M
162,704
-36%
清仓
SPMB
SPDR SER TR
-$1.3M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
208,150
-1%
减持
CSCO
CISCO SYS INC
-$1.3M
141,213
-14%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
增持
HDV
ISHARES TR
+$1.3M
43,177
+63%
清仓
HCAT
HEALTH CATALYST INC
-$1.3M
0
-100%
减持
DEM
WISDOMTREE TR
-$1.3M
48,858
-37%
减持
SPAB
SPDR SER TR
-$1.3M
35,789
-56%
清仓
SCHF
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.3M
193,897
-7%
增持
HWM
HOWMET AEROSPACE INC
+$1.2M
85,664
+92%
增持
DVN
DEVON ENERGY CORP NEW
+$1.2M
38,515
+98%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
增持
USMV
ISHARES TR
-$1.2M
516,955
+3%
增持
VTV
VANGUARD INDEX FDS
-$1.2M
160,672
+1%
减持
—
ACCENTURE PLC IRELAND
-$1.2M
53,515
-1%
减持
BMO
BANK MONTREAL QUE
-$1.2M
14,166
-43%
减持
BA
BOEING CO
-$1.2M
33,608
-12%
减持
XSOE
WISDOMTREE TR
-$1.2M
69,713
-30%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
26,869
-3%
增持
PHDG
INVESCO ACTIVELY MANAGED ETF
+$1.1M
138,744
+27%
减持
SPIP
SPDR SER TR
-$1.1M
313,650
-5%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$1.1M
69,419
-20%
减持
GSBD
GOLDMAN SACHS BDC INC
-$1.1M
333,513
-6%
减持
UNP
UNION PAC CORP
-$1.1M
25,283
-11%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$1.1M
23,558
减持
VGT
VANGUARD WORLD FDS
-$1.1M
11,932
-18%
减持
FDX
FEDEX CORP
-$1.1M
12,920
-3%
增持
ZTS
ZOETIS INC
-$1.1M
58,443
+3%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
108,528
+81%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$1.1M
73,378
-14%
建仓
—
GLOBAL X FDS
+$1.1M
77,831
减持
—
STARBOARD INVT TR
-$1.1M
341,065
-19%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.1M
171,154
-4%
清仓
—
GSK PLC
-$1.1M
0
-100%
减持
—
NUVEEN PFD & INCOME SECS FD
-$1.1M
319,298
-26%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.0M
170,087
-3%
增持
IJH
ISHARES TR
-$1.0M
181,182
+1%
减持
GDX
VANECK ETF TRUST
-$1.0M
18,383
-66%
减持
CVX
CHEVRON CORP NEW
-$1.0M
59,802
-10%
建仓
AEE
AMEREN CORP
+$1.0M
12,884
减持
PFF
ISHARES TR
-$1.0M
102,768
-21%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
45,747
-1%
减持
WEC
WEC ENERGY GROUP INC
-$1.0M
58,116
-6%
