小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 3
增持 113
减持 28
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$37.7M
1,113,008
+6%
增持
IVV
ISHARES TR
+$30.8M
335,531
+13%
增持
RECS
COLUMBIA ETF TR I
+$19.3M
1,132,623
+91%
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。
清仓
WTAI
WISDOMTREE TR
-$17.9M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.2M
658,514
+14%
增持
VOO
VANGUARD INDEX FDS
+$14.7M
461,525
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$13.6M
351,411
+2%
增持
QQQ
INVESCO QQQ TR
+$12.4M
216,562
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.2M
341,754
+59%
减持
QLTA
ISHARES TR
-$11.9M
74,246
-78%
增持
BILS
SPDR SER TR
+$11.7M
166,932
+236%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$11.1M
342,341
+69%
清仓
—
LAM RESEARCH CORP
-$10.9M
0
-100%
增持
SPTM
SPDR SER TR
+$10.4M
810,946
+16%
清仓
—
SUPER MICRO COMPUTER INC
-$10.2M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$10.1M
214,268
+13%
增持
IVW
ISHARES TR
+$10.0M
283,363
+53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$9.2M
77,595
+19%
增持
IDEV
ISHARES TR
+$9.1M
1,403,515
+2%
增持
META
META PLATFORMS INC
+$9.0M
101,419
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$8.1M
249,556
+13%
增持
VXF
VANGUARD INDEX FDS
+$7.8M
546,437
+1%
增持
HD
HOME DEPOT INC
+$7.7M
106,008
+4%
建仓
BINC
BLACKROCK ETF TRUST II
+$7.6M
141,758
增持
QUAL
ISHARES TR
+$7.5M
262,565
+13%
增持
TSLA
TESLA INC
+$7.2M
99,912
+4%
增持
EFG
ISHARES TR
+$7.1M
75,456
+627%
减持
XLE
SELECT SECTOR SPDR TR
-$6.9M
72,968
-50%
增持
IJH
ISHARES TR
+$6.8M
1,103,432
+4%
增持
ABBV
ABBVIE INC
+$6.3M
169,380
+7%
增持
BND
VANGUARD BD INDEX FDS
+$5.9M
1,073,574
+3%
增持
SPYV
SPDR SER TR
+$5.8M
537,606
+16%
增持
IJR
ISHARES TR
+$5.5M
532,674
+0%
增持
IWM
ISHARES TR
+$5.4M
143,418
+11%
增持
MCD
MCDONALDS CORP
+$5.2M
100,204
+1%
增持
ROAM
LATTICE STRATEGIES TR
+$5.2M
229,441
+764%
增持
EMXC
ISHARES INC
+$5.1M
112,623
+280%
增持
DYNF
BLACKROCK ETF TRUST
+$5.0M
158,591
+157%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.8M
398,310
-2%
增持
AMZN
AMAZON COM INC
+$4.8M
587,908
+8%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.5M
168,637
+80%
增持
SPYG
SPDR SER TR
+$4.4M
405,739
+11%
增持
WMT
WALMART INC
+$4.3M
207,599
+13%
增持
IEMG
ISHARES INC
+$4.2M
926,990
+1%
清仓
—
BLACKROCK INC
-$4.2M
0
-100%
增持
AVGO
BROADCOM INC
+$4.2M
201,844
+957%
增持
COST
COSTCO WHSL CORP NEW
+$4.1M
54,977
+5%
增持
SHW
SHERWIN WILLIAMS CO
+$4.1M
38,715
+8%
增持
MSFT
MICROSOFT CORP
+$4.1M
348,839
+7%
减持
EFV
ISHARES TR
-$4.0M
42,550
-65%
减持
AIA
ISHARES TR
-$3.9M
2,994
-95%
清仓
AIVC
AMPLIFY ETF TR
-$3.9M
0
-100%
增持
PAVE
GLOBAL X FDS
+$3.9M
503,508
+11%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.9M
48,109
+63%
建仓
IBDX
ISHARES TR
+$3.8M
147,203
增持
ORCL
ORACLE CORP
+$3.8M
101,913
+6%
增持
PGR
PROGRESSIVE CORP
+$3.7M
63,975
+6%
增持
IBDU
ISHARES TR
+$3.6M
227,411
+202%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.6M
63,178
+5%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$3.5M
12,589
-32%
增持
SDY
SPDR SER TR
+$3.5M
72,530
+36%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$3.5M
6,974
-87%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$3.4M
39,598
+30%
增持
—
ACCENTURE PLC IRELAND
+$3.4M
55,909
+4%
增持
IYW
ISHARES TR
+$3.4M
194,375
+12%
减持
SPYM
SPDR SER TR
-$3.2M
1,267,963
-9%
增持
POWL
POWELL INDS INC
+$3.2M
31,429
+19%
增持
IEFA
ISHARES TR
+$3.2M
403,718
+3%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.1M
416,702
+6%
减持
HYG
ISHARES TR
-$3.1M
16,305
-71%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.1M
222,909
+9%
减持
TFLO
ISHARES TR
-$3.1M
42,603
-59%
增持
COWZ
PACER FDS TR
+$3.0M
346,000
+11%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.0M
136,768
+23%
增持
BX
BLACKSTONE INC
+$3.0M
75,914
+9%
减持
TBLL
INVESCO EXCH TRADED FD TR II
-$2.9M
43,986
-39%
增持
IVE
ISHARES TR
+$2.9M
118,541
+5%
增持
HWM
HOWMET AEROSPACE INC
+$2.9M
126,763
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$2.9M
32,811
+50%
增持
DVY
ISHARES TR
+$2.9M
38,326
+101%
增持
BIL
SPDR SER TR
+$2.8M
136,485
+29%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.8M
277,243
+24%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.8M
64,613
+47%
增持
LOW
LOWES COS INC
+$2.8M
40,143
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
99,062
+7%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.7M
57,263
+4%
增持
IGSB
ISHARES TR
+$2.7M
64,854
+372%
增持
VXUS
VANGUARD STAR FDS
+$2.7M
259,271
+11%
增持
GOOGL
ALPHABET INC
-$2.7M
334,330
+5%
增持
JAAA
JANUS DETROIT STR TR
+$2.6M
134,322
+63%
增持
MOAT
VANECK ETF TRUST
+$2.6M
249,631
+0%
减持
MPC
MARATHON PETE CORP
-$2.6M
19,651
-41%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.6M
170,499
+15%
增持
ZVRA
ZEVRA THERAPEUTICS INC
+$2.6M
418,640
+496%
增持
PH
PARKER-HANNIFIN CORP
+$2.6M
17,675
+4%
增持
JNJ
JOHNSON & JOHNSON
+$2.5M
120,229
+4%
减持
DLN
WISDOMTREE TR
+$2.5M
434,619
-0%
增持
DGRW
WISDOMTREE TR
+$2.5M
123,316
+23%
减持
PG
PROCTER AND GAMBLE CO
-$2.5M
158,458
-13%
增持
IBTM
ISHARES TR
+$2.4M
592,938
+16%
增持
URI
UNITED RENTALS INC
+$2.4M
13,274
+3%
增持
SPMD
SPDR SER TR
+$2.4M
226,658
+16%
增持
WEC
WEC ENERGY GROUP INC
+$2.3M
90,085
+12%
清仓
—
ENCORE WIRE CORP
-$2.3M
0
-100%
增持
—
EXXON MOBIL CORP
+$2.3M
262,591
+6%
增持
DGRO
ISHARES TR
+$2.2M
379,839
+1%
增持
TLT
ISHARES TR
+$2.2M
231,714
+3%
增持
CAT
CATERPILLAR INC
+$2.2M
20,594
+17%
增持
VV
VANGUARD INDEX FDS
+$2.2M
39,847
+20%
增持
PNC
PNC FINL SVCS GROUP INC
+$2.1M
45,320
+13%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.1M
369,544
+3%
减持
SPDW
SPDR INDEX SHS FDS
+$2.1M
1,108,480
-2%
增持
STRL
STERLING INFRASTRUCTURE INC
+$2.1M
46,316
+19%
增持
PANW
PALO ALTO NETWORKS INC
+$2.1M
18,804
+48%
减持
VLO
VALERO ENERGY CORP
-$2.1M
21,825
-32%
增持
SBUX
STARBUCKS CORP
+$2.1M
86,276
+6%
减持
JNK
SPDR SER TR
-$2.1M
7,087
-76%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.1M
401,329
+3%
减持
MGK
VANGUARD WORLD FD
-$2.0M
13,873
-33%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$2.0M
14,996
-81%
增持
QDPL
PACER FDS TR
+$2.0M
1,023,033
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
26,568
+2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.0M
436,866
-0%
增持
MLI
MUELLER INDS INC
+$2.0M
75,434
+19%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$2.0M
14,189
-76%
增持
SPSM
SPDR SER TR
+$1.9M
348,495
+4%
增持
XLF
SELECT SECTOR SPDR TR
+$1.9M
135,098
+32%
增持
VNQ
VANGUARD INDEX FDS
+$1.9M
109,451
+5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.9M
360,062
-2%
增持
TRGP
TARGA RES CORP
+$1.9M
16,721
+251%
增持
IUSV
ISHARES TR
+$1.8M
130,753
+8%
增持
GILD
GILEAD SCIENCES INC
+$1.8M
114,518
+1%
减持
FTNT
FORTINET INC
-$1.8M
66,433
-42%
增持
CSCO
CISCO SYS INC
+$1.8M
142,182
+17%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
653,184
+7%
增持
HSY
HERSHEY CO
+$1.8M
33,471
+33%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.8M
5,876
+27%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.8M
419,016
-22%
增持
MHO
M/I HOMES INC
+$1.7M
28,815
+10%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$1.7M
294,986
-18%
增持
MA
MASTERCARD INCORPORATED
+$1.7M
28,366
+2%
减持
MOD
MODINE MFG CO
+$1.7M
56,558
-2%
建仓
ETV
EATON VANCE TAX-MANAGED BUY-
+$1.7M
124,207
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.7M
9,993
-70%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.7M
109,862
+40%
增持
KO
COCA COLA CO
+$1.7M
133,473
+7%
增持
VGT
VANGUARD WORLD FD
+$1.7M
40,879
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$1.7M
295,424
-15%
增持
NOW
SERVICENOW INC
+$1.7M
8,646
+12%
增持
HEFA
ISHARES TR
+$1.7M
52,694
+832%
