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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 89
减持 42
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$29.4M
362,516
+18%
建仓
CMF
ISHARES TR
+$27.6M
492,140
减持
SPTI
SPDR SER TR
-$25.7M
17,760
-98%
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。
增持
PULS
PGIM ETF TR
+$25.6M
544,225
+2348%
减持
HYMB
SPDR SER TR
-$23.9M
27,188
-95%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$21.3M
196,899
+8156%
清仓
—
ISHARES TR
-$18.1M
0
-100%
减持
AMZN
AMAZON COM INC
-$15.4M
496,029
-2%
增持
VOO
VANGUARD INDEX FDS
+$12.5M
437,997
+2%
减持
AAPL
APPLE INC
-$9.7M
991,115
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$9.4M
1,082,757
+15%
增持
EES
WISDOMTREE TR
+$8.5M
204,665
+3025%
增持
SPTM
SPDR SER TR
+$8.3M
631,547
+29%
增持
—
EXXON MOBIL CORP
+$8.2M
226,137
+18%
增持
MUB
ISHARES TR
+$8.1M
100,588
+317%
增持
SPDW
SPDR INDEX SHS FDS
+$7.8M
851,604
+26%
增持
SUB
ISHARES TR
+$7.7M
87,988
+495%
建仓
IBDR
ISHARES TR
+$7.6M
323,840
增持
TSLA
TESLA INC
-$7.5M
61,245
+8%
清仓
URA
GLOBAL X FDS
-$7.5M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.4M
325,665
+90%
增持
LGLV
SPDR SER TR
+$7.4M
73,899
+245%
增持
—
ISHARES TR
+$7.3M
448,397
+200%
增持
XLP
SELECT SECTOR SPDR TR
+$6.6M
128,690
+182%
增持
FUMB
FIRST TR EXCH TRADED FD III
+$6.5M
366,358
+755%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$6.3M
54,557
-68%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.1M
366,419
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.1M
285,222
+6%
清仓
QLTA
ISHARES TR
-$6.0M
0
-100%
增持
ABBV
ABBVIE INC
+$6.0M
154,440
+9%
增持
QDPL
PACER FDS TR
+$6.0M
229,843
+940%
减持
JPM
JPMORGAN CHASE & CO
+$5.4M
210,731
-4%
减持
POWA
INVESCO EXCH TRD SLF IDX FD
-$5.2M
7,182
-92%
减持
IDEV
ISHARES TR
+$4.7M
1,472,674
-8%
增持
MRK
MERCK & CO INC
+$4.6M
164,487
+4%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.4M
165,981
+228%
建仓
USMF
WISDOMTREE TR
+$4.4M
117,828
减持
IVV
ISHARES TR
+$4.2M
191,105
-1%
减持
BIL
SPDR SER TR
-$4.2M
30,633
-60%
增持
VXUS
VANGUARD STAR FDS
+$4.2M
256,387
+29%
增持
PFF
ISHARES TR
+$3.9M
234,955
+129%
增持
IJR
ISHARES TR
+$3.9M
421,970
+2%
增持
CALF
PACER FDS TR
+$3.9M
260,673
+54%
增持
XLE
SELECT SECTOR SPDR TR
+$3.9M
214,894
+4%
清仓
FSMB
FIRST TR EXCH TRADED FD III
-$3.8M
0
-100%
增持
SPTS
SPDR SER TR
+$3.7M
164,426
+372%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$3.7M
72,815
增持
EFV
ISHARES TR
+$3.7M
97,220
+378%
增持
PG
PROCTER AND GAMBLE CO
+$3.6M
140,223
+0%
增持
USMV
ISHARES TR
+$3.5M
522,524
+1%
减持
HD
HOME DEPOT INC
+$3.5M
95,727
-1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.5M
165,729
+102%
增持
XLV
SELECT SECTOR SPDR TR
+$3.4M
182,140
+4%
增持
VXF
VANGUARD INDEX FDS
+$3.4M
444,582
+2%
减持
META
META PLATFORMS INC
-$3.4M
76,956
-17%
增持
SPYM
SPDR SER TR
+$3.3M
451,718
+11%
增持
RMI
RIVERNORTH OPPORTUNISTIC MUN
+$3.2M
284,114
+211%
减持
DLN
WISDOMTREE TR
+$3.2M
572,779
-2%
增持
FLOT
ISHARES TR
+$3.2M
669,234
+10%
增持
HYG
ISHARES TR
+$3.2M
74,827
+129%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$3.2M
76,271
+535%
减持
GOOGL
ALPHABET INC
-$3.1M
289,558
-3%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$3.1M
71,529
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.1M
60,407
+3%
增持
—
ISHARES TR
+$3.0M
657,292
+23%
增持
GLD
SPDR GOLD TR
+$3.0M
53,953
+35%
增持
BND
VANGUARD BD INDEX FDS
+$2.9M
916,109
+4%
增持
CVX
CHEVRON CORP NEW
+$2.8M
63,673
+6%
增持
MOAT
VANECK ETF TRUST
+$2.8M
99,087
+64%
增持
MCD
MCDONALDS CORP
+$2.8M
81,710
+1%
减持
AGG
ISHARES TR
-$2.7M
113,530
-20%
减持
—
GLOBAL X FDS
-$2.7M
181,028
-54%
减持
IJH
ISHARES TR
+$2.7M
175,322
-3%
增持
ETSY
ETSY INC
+$2.6M
124,576
+1%
增持
AVGO
BROADCOM INC
+$2.5M
16,600
+9%
建仓
BILS
SPDR SER TR
+$2.3M
23,361
减持
HON
HONEYWELL INTL INC
+$2.3M
50,644
-1%
增持
AOR
ISHARES TR
+$2.3M
74,544
+168%
减持
ITOT
ISHARES TR
-$2.2M
188,680
-18%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
144,751
+1%
增持
APD
AIR PRODS & CHEMS INC
+$2.1M
27,207
+1%
增持
HDV
ISHARES TR
+$2.1M
58,081
+35%
减持
GILD
GILEAD SCIENCES INC
+$2.1M
90,346
-2%
减持
VTV
VANGUARD INDEX FDS
+$2.0M
155,255
-3%
增持
VTI
VANGUARD INDEX FDS
+$1.9M
162,542
+0%
增持
ESGU
ISHARES TR
+$1.9M
272,403
+2%
增持
PFE
PFIZER INC
+$1.9M
230,375
+2%
增持
EZM
WISDOMTREE TR
+$1.8M
387,245
+0%
清仓
REMX
VANECK ETF TRUST
-$1.8M
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$1.8M
90,935
+24%
增持
PEP
PEPSICO INC
+$1.8M
71,003
+5%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.8M
16,488
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.8M
42,918
减持
BA
BOEING CO
+$1.7M
30,340
-10%
减持
SHV
ISHARES TR
-$1.7M
8,971
-63%
减持
USFR
WISDOMTREE TR
-$1.7M
418,880
-7%
减持
ORCL
ORACLE CORP
+$1.7M
81,880
-1%
减持
DIS
DISNEY WALT CO
-$1.6M
111,119
-7%
减持
MA
MASTERCARD INCORPORATED
+$1.6M
26,591
-1%
减持
V
VISA INC
+$1.6M
55,192
-1%
增持
—
ENCORE WIRE CORP
+$1.5M
23,951
+58%
增持
KO
COCA COLA CO
+$1.5M
117,211
+11%
增持
T
AT&T INC
+$1.5M
324,717
+11%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
18,197
+15%
减持
—
STORE CAP CORP
-$1.5M
58,892
-45%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.5M
66,615
+83%
增持
SPSM
SPDR SER TR
+$1.5M
230,727
+11%
减持
PHDG
INVESCO ACTIVELY MANAGED ETF
-$1.5M
100,940
-27%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.5M
304,310
+14%
增持
JNK
SPDR SER TR
+$1.4M
24,752
+174%
建仓
CWI
SPDR INDEX SHS FDS
+$1.4M
59,156
减持
MSFT
MICROSOFT CORP
+$1.4M
274,683
-1%
增持
SPTL
SPDR SER TR
+$1.4M
68,286
+255%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.4M
7,269
-45%
减持
VOX
VANGUARD WORLD FDS
-$1.4M
41,227
-29%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.4M
103,056
+7%
增持
XLC
SELECT SECTOR SPDR TR
+$1.4M
36,213
+352%
增持
—
BLACKROCK INC
+$1.3M
2,878
+109%
增持
XRMMX
RIVERNORTH MANAGED DUR MUN I
+$1.3M
212,051
+75%
减持
DGRO
ISHARES TR
+$1.2M
334,286
-4%
增持
SHY
ISHARES TR
+$1.2M
84,866
+22%
增持
SPYG
SPDR SER TR
+$1.2M
102,081
+30%
减持
PYPL
PAYPAL HLDGS INC
-$1.2M
47,436
-12%
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
增持
WFC
WELLS FARGO CO NEW
+$1.2M
122,744
+28%
增持
KMB
KIMBERLY-CLARK CORP
+$1.2M
48,040
+2%
增持
RYTM
RHYTHM PHARMACEUTICALS INC
+$1.2M
73,320
+90%
增持
WMT
WALMART INC
+$1.2M
53,761
+8%
建仓
SRET
GLOBAL X FDS
+$1.1M
52,947
增持
AVUV
AMERICAN CENTY ETF TR
+$1.1M
53,776
+24%
减持
ABT
ABBOTT LABS
+$1.1M
124,471
-4%
减持
—
STARBOARD INVT TR
-$1.1M
227,617
-33%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.1M
6,035
+201%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.1M
31,818
+156%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$1.1M
26,299
+164%
建仓
FCTR
FIRST TR EXCHANGE-TRADED FD
+$1.1M
40,135
增持
OKE
ONEOK INC NEW
+$1.1M
50,479
+18%
减持
NKE
NIKE INC
+$1.1M
36,847
-5%
减持
DGRW
WISDOMTREE TR
-$1.1M
49,584
-35%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
391,096
-5%
增持
O
REALTY INCOME CORP
+$1.1M
89,198
+14%
建仓
FXE
INVESCO CURRENCYSHARES EURO
+$1.1M
11,015
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.1M
58,659
+86%
增持
CAT
CATERPILLAR INC
+$1.0M
13,565
+1%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.0M
22,578
+4%
减持
CSCO
CISCO SYS INC
+$1.0M
140,230
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$1.0M
29,042
+1%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
13,092
-0%
建仓
JXN
JACKSON FINANCIAL INC
+$1.0M
29,196
增持
GOOG
ALPHABET INC
-$1.0M
160,062
+1%
