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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 8
增持 110
减持 26
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$63.8M
1,095,288
+4%
增持
NVDA
NVIDIA CORPORATION
+$45.6M
1,353,322
+3%
增持
IVV
ISHARES TR
+$27.5M
339,315
+6%
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
QQQ
INVESCO QQQ TR
+$23.6M
225,367
+11%
增持
GOOGL
ALPHABET INC
+$23.4M
318,950
+4%
增持
VOO
VANGUARD INDEX FDS
+$22.4M
376,873
+3%
增持
MSFT
MICROSOFT CORP
+$20.4M
368,203
+8%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$19.8M
161,203
+83%
增持
IVW
ISHARES TR
+$16.5M
402,642
+38%
增持
GOOG
ALPHABET INC
+$16.4M
212,142
+7%
增持
IAU
ISHARES GOLD TR
+$16.1M
399,941
+92%
增持
AVGO
BROADCOM INC
+$14.5M
221,788
+4%
增持
DYNF
BLACKROCK ETF TRUST
+$14.4M
1,013,268
+21%
增持
SPTM
SPDR SERIES TRUST
+$14.0M
935,985
+14%
增持
IEMG
ISHARES INC
+$13.8M
1,143,391
+11%
增持
TSLA
TESLA INC
+$13.2M
95,153
+4%
增持
SPYG
SPDR SERIES TRUST
+$12.8M
419,328
+29%
增持
APP
APPLOVIN CORP
+$12.8M
27,831
+35%
减持
SPY
SPDR S&P 500 ETF TR
+$12.7M
334,850
-2%
增持
VTI
VANGUARD INDEX FDS
+$12.6M
243,498
+10%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$11.6M
1,302,912
-29%
增持
SPSB
SPDR SERIES TRUST
+$11.0M
421,118
+640%
增持
ORCL
ORACLE CORP
+$10.1M
113,247
+14%
增持
ABBV
ABBVIE INC
+$10.1M
178,266
+6%
增持
EEM
ISHARES TR
+$9.8M
210,553
+622%
建仓
SYSB
ISHARES TR
+$9.6M
106,170
增持
EFA
ISHARES TR
+$9.5M
123,810
+436%
减持
SPTI
SPDR SERIES TRUST
-$9.4M
35,367
-90%
增持
ILOW
AB ACTIVE ETFS INC
+$9.4M
230,994
+2041%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$9.3M
213,918
-2%
增持
JPM
JPMORGAN CHASE & CO.
+$9.2M
216,584
+6%
清仓
GNMA
ISHARES TR
-$8.9M
0
-100%
增持
ARTY
ISHARES TR
+$8.6M
202,272
+1084%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$7.9M
294,959
+16%
增持
OEF
ISHARES TR
+$7.9M
38,784
+136%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$7.7M
621,623
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$7.6M
110,952
+19%
增持
IDEV
ISHARES TR
+$7.6M
1,229,031
+3%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$7.5M
126,392
+104%
增持
SPYM
SPDR SERIES TRUST
+$7.3M
975,108
+3%
增持
VXUS
VANGUARD STAR FDS
+$7.1M
375,841
+27%
增持
JNJ
JOHNSON & JOHNSON
+$7.0M
125,120
+18%
减持
VXF
VANGUARD INDEX FDS
+$6.9M
468,336
-1%
增持
RECS
COLUMBIA ETF TR I
+$6.9M
1,548,294
+2%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$6.9M
71,124
-76%
增持
ITA
ISHARES TR
+$6.8M
60,218
+96%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$6.8M
76,463
+62%
建仓
IMCB
ISHARES TR
+$6.7M
81,250
增持
CLS
CELESTICA INC
+$6.7M
68,248
+5%
增持
META
META PLATFORMS INC
+$6.6M
110,789
+9%
增持
HD
HOME DEPOT INC
+$6.5M
110,803
+6%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$6.4M
110,305
+110%
增持
HWM
HOWMET AEROSPACE INC
+$6.4M
153,889
+20%
减持
TBIL
RBB FD INC
-$6.4M
134,028
-49%
清仓
RMI
RIVERNORTH OPPORTUNISTIC MUN
-$6.2M
0
-100%
增持
APH
AMPHENOL CORP NEW
+$5.9M
222,954
+1%
增持
AMZN
AMAZON COM INC
+$5.8M
620,920
+4%
增持
VUG
VANGUARD INDEX FDS
+$5.7M
57,417
+15%
增持
IJH
ISHARES TR
+$5.7M
1,122,716
+3%
增持
GLDM
WORLD GOLD TR
+$5.6M
203,922
+34%
增持
BND
VANGUARD BD INDEX FDS
+$5.5M
1,513,741
+4%
增持
IBHF
ISHARES TR
+$5.4M
367,528
+165%
增持
STRL
STERLING INFRASTRUCTURE INC
+$5.3M
47,512
+1%
增持
LRCX
LAM RESEARCH CORP
+$5.1M
111,531
+10%
清仓
IEV
ISHARES TR
-$5.0M
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.0M
646,597
+0%
建仓
VNOM
VIPER ENERGY INC
+$4.9M
127,705
减持
XRMMX
RIVERNORTH MANAGED DUR MUN I
-$4.9M
24,188
-94%
增持
ARKK
ARK ETF TR
+$4.8M
68,696
+342%
清仓
—
VIPER ENERGY INC
-$4.8M
0
-100%
清仓
WDIV
SPDR INDEX SHS FDS
-$4.7M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$4.6M
142,698
+15%
建仓
AIA
ISHARES TR
+$4.5M
47,760
减持
QUAL
ISHARES TR
-$4.4M
171,132
-17%
减持
IYW
ISHARES TR
-$4.4M
173,739
-22%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$4.4M
528,935
-29%
建仓
IBHI
ISHARES TR
+$4.4M
182,827
增持
IDV
ISHARES TR
+$4.3M
123,788
+1649%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.3M
512,774
+6%
减持
IHDG
WISDOMTREE TR
-$4.3M
31,981
-75%
增持
CAT
CATERPILLAR INC
+$4.2M
22,897
+33%
增持
EMXC
ISHARES INC
+$4.2M
123,496
+90%
增持
HIMU
BLACKROCK ETF TRUST II
+$4.2M
104,750
+444%
减持
BINC
BLACKROCK ETF TRUST II
-$4.1M
540,586
-13%
增持
IWL
ISHARES TR
+$4.1M
42,816
+117%
清仓
SPIP
SPDR SERIES TRUST
-$4.0M
0
-100%
增持
IVE
ISHARES TR
+$4.0M
149,960
+9%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.0M
502,299
+5%
减持
PG
PROCTER AND GAMBLE CO
-$4.0M
147,766
-12%
减持
IJR
ISHARES TR
+$3.9M
453,061
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.8M
83,194
+6%
减持
IBDS
ISHARES TR
-$3.8M
67,993
-70%
增持
OKLO
OKLO INC
+$3.8M
46,921
+82%
增持
TLH
ISHARES TR
+$3.8M
60,233
+154%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.8M
349,587
+38%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
324,380
+18%
减持
XLF
SELECT SECTOR SPDR TR
-$3.7M
140,691
-35%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.7M
186,068
+124%
增持
SPYI
NEOS ETF TRUST
+$3.6M
159,777
+70%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.6M
347,387
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.6M
9,461
+71%
增持
GDX
VANECK ETF TRUST
+$3.6M
82,670
+60%
建仓
PHYL
PGIM ETF TR
+$3.6M
100,899
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$3.6M
20,078
-81%
增持
—
ACCENTURE PLC IRELAND
-$3.5M
70,030
+1%
增持
ARKW
ARK ETF TR
+$3.5M
25,014
+308%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$3.3M
145,111
+62%
建仓
SLYV
SPDR SERIES TRUST
+$3.3M
37,343
增持
SOFI
SOFI TECHNOLOGIES INC
+$3.3M
188,691
+103%
增持
—
EXXON MOBIL CORP
+$3.2M
273,363
+7%
增持
MO
ALTRIA GROUP INC
+$3.1M
103,835
+64%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.1M
374,178
+20%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$3.1M
164,704
+70%
增持
PFF
ISHARES TR
+$3.1M
575,065
+17%
增持
GLW
CORNING INC
+$3.0M
70,631
+34%
增持
MRK
MERCK & CO INC
+$3.0M
190,425
+16%
增持
EFG
ISHARES TR
+$3.0M
45,336
+135%
增持
DLN
WISDOMTREE TR
+$3.0M
366,568
+4%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.9M
116,884
-13%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.9M
469,753
-2%
增持
CVX
CHEVRON CORP NEW
+$2.9M
86,457
+18%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$2.9M
9,622
-90%
减持
COWZ
PACER FDS TR
-$2.8M
303,847
-17%
减持
IWM
ISHARES TR
+$2.8M
107,597
-0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
125,178
+77%
增持
WMT
WALMART INC
+$2.6M
208,470
+8%
增持
ACWI
ISHARES TR
+$2.6M
29,486
+165%
减持
SPDW
SPDR INDEX SHS FDS
-$2.6M
1,186,453
-10%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.6M
165,051
+7%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$2.6M
80,580
+87%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$2.6M
152,007
+175%
增持
VTEB
VANGUARD MUN BD FDS
+$2.6M
193,080
+33%
建仓
BAI
BLACKROCK ETF TRUST
+$2.5M
74,609
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.5M
120,893
+5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.5M
25,888
+4%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$2.5M
116,456
+151%
增持
XEVTX
EATON VANCE TAX ADVT DIV INC
+$2.5M
438,244
+28%
增持
IEUR
ISHARES TR
+$2.4M
50,162
+243%
增持
URI
UNITED RENTALS INC
+$2.4M
11,426
+2%
增持
BX
BLACKSTONE INC
+$2.4M
79,293
+7%
减持
POWL
POWELL INDS INC
+$2.4M
30,043
-7%
增持
SHLD
GLOBAL X FDS
+$2.4M
115,570
+21%
增持
GEV
GE VERNOVA INC
+$2.4M
13,476
+21%
减持
VGT
VANGUARD WORLD FD
+$2.4M
34,360
-2%
增持
IWR
ISHARES TR
+$2.3M
213,357
+7%
增持
IEFA
ISHARES TR
+$2.3M
375,187
+3%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.3M
30,940
+15%
增持
SGOV
ISHARES TR
+$2.3M
106,985
+27%
增持
APLD
APPLIED DIGITAL CORP
+$2.3M
105,782
+664%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.3M
379,174
+14%
