跳到正文

Stratos Wealth Advisors, LLC 13F 持仓 · 2026年Q2

Stratos Wealth Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 638 只证券,申报市值合计 18.21 亿美元。前几大持仓:SPY(5.14%)、AAPL(3.55%)、IBTI(3.37%)。本季前 25 大持仓中:增持 14 只、减持 11 只。

排名代码公司市值占组合股数变动
1SPYSTATE STR SPDR S&P 500 ETF T$93.6M5.14%125,400增持
2AAPLAPPLE INC$64.6M3.55%223,202减持
3IBTIISHARES TR$61.3M3.37%2.8M增持
4NVDANVIDIA CORPORATION$61.2M3.36%305,934减持
5IBTHISHARES TR$34.6M1.90%1.5M增持
6AMZNAMAZON COM INC$33.2M1.82%139,239减持
7SCHGSCHWAB STRATEGIC TR$25.4M1.39%749,286减持
8GOOGLALPHABET INC$24.6M1.35%68,878减持
9METAMETA PLATFORMS INC$23.5M1.29%41,772增持
10GOOGALPHABET INC$22.9M1.26%64,895减持
11MSFTMICROSOFT CORP$21.4M1.18%57,472增持
12PANWPALO ALTO NETWORKS INC$21.5M1.18%63,171增持
13IWMISHARES TR$19.2M1.06%63,968减持
14RDVYFIRST TR EXCHANGE TRADED FD$19.1M1.05%235,642增持
15VTVANGUARD INTL EQUITY INDEX F$18.6M1.02%118,306减持
16QQQINVESCO QQQ TR$18.2M1.00%24,705减持
17JPMJPMORGAN CHASE & CO$18.0M0.99%55,138减持
18RSPINVESCO EXCHANGE TRADED FD T$17.9M0.98%84,246增持
19VOOVANGUARD INDEX FDS$16.7M0.92%24,342增持
20VOVANGUARD INDEX FDS$16.3M0.90%202,880增持
21VTIVANGUARD INDEX FDS$16.5M0.90%44,483增持
22BOXXEA SERIES TRUST$16.3M0.89%139,132增持
23FBNDFIDELITY MERRIMACK STR TR$15.6M0.86%343,775增持
24GLDSPDR GOLD TR$15.5M0.85%42,169增持
25VEUVANGUARD INTL EQUITY INDEX F$15.1M0.83%179,938减持

来源:SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓,以及相对上季度的变化。

13F 持仓,最新季度

来源SEC EDGAR13F-HR