Shepherd Financial Partners LLC
WINCHESTER MA · SEC CIK 0001696628
$10.54亿2026Q1 申报市值
240持仓数
42.6%前十大占比 · 第一大 6.3%
5 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$1,409.89万
IEFA 加仓+$1,237.86万
GOVT 新建仓+$1,030.99万
IAGG 加仓+$594.49万
PZA 加仓+$510.50万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$2,711.32万
SLV 减仓-$500.54万
IAU 减仓-$472.11万
BINC 减仓-$436.61万
EMB 减仓-$380.81万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,468 | -100.0% | -$55.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -496 | -100.0% | -$32.86万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -4,308 | -100.0% | -$31.66万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,229 | -100.0% | -$28.42万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -884 | -100.0% | -$22.75万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.96万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,215 | -100.0% | -$20.48万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,150 | -100.0% | -$20.04万 | 清仓 |
| BBAI | BIGBEAR AI HLDGS INC | $3.52万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| LYG | LLOYDS BANKING GROUP PLC | $5.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $5.09万 | 0.00% | 10,000 | 10,000 | — | $5.09万 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $8.98万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $20.20万 | 0.02% | 296 | 296 | — | $20.20万 | 新建仓 |
| EMB | ISHARES TR | $20.51万 | 0.02% | 2,184 | -40,542 | -94.9% | -$380.81万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $21.07万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $21.08万 | 0.02% | 2,592 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.19万 | 0.02% | 1,327 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $21.23万 | 0.02% | 498 | -38 | -7.1% | -$1.62万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $21.27万 | 0.02% | 3,691 | -280 | -7.1% | -$1.61万 | 减仓 |
| IGM | ISHARES TR | $21.33万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $21.59万 | 0.02% | 1,787 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.27万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $22.61万 | 0.02% | 932 | 1 | 0.1% | $243 | 加仓 |
| ICLN | ISHARES TR | $22.75万 | 0.02% | 12,437 | -387 | -3.0% | -$7,078 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.75万 | 0.02% | 376 | 2 | 0.5% | $1,210 | 重新持有 |
| MPLX | MPLX LP | $23.07万 | 0.02% | 4,042 | 74 | 1.9% | $4,224 | 加仓 |
| YUM | YUM BRANDS INC | $23.21万 | 0.02% | 1,493 | 4 | 0.3% | $622 | 加仓 |
| SYK | STRYKER CORPORATION | $23.89万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $24.31万 | 0.02% | 5,747 | -62 | -1.1% | -$2,623 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $24.69万 | 0.02% | 13,513 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $25.25万 | 0.02% | 509 | -2 | -0.4% | -$992 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.72万 | 0.02% | 1,061 | -1 | -0.1% | -$242 | 减仓 |
| IWN | ISHARES TR | $25.77万 | 0.02% | 1,359 | -26 | -1.9% | -$4,929 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $25.78万 | 0.02% | 3,584 | -3,327 | -48.1% | -$23.93万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.90万 | 0.02% | 4,271 | 7 | 0.2% | $425 | 加仓 |
| HYG | ISHARES TR | $26.18万 | 0.02% | 3,290 | 3,290 | — | $26.18万 | 新建仓 |
| ORI | OLD REP INTL CORP | $26.30万 | 0.02% | 6,592 | 62 | 0.9% | $2,474 | 加仓 |
| VOE | VANGUARD INDEX FDS | $26.37万 | 0.03% | 1,431 | 44 | 3.2% | $8,108 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.52万 | 0.03% | 63 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.14万 | 0.03% | 3,012 | 3 | 0.1% | $270 | 加仓 |
| DIVB | ISHARES TR | $27.50万 | 0.03% | 5,097 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $27.80万 | 0.03% | 1,734 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.91万 | 0.03% | 738 | -120 | -14.0% | -$4.70万 | 减仓 |
| MUB | ISHARES TR | $29.73万 | 0.03% | 2,801 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $30.44万 | 0.03% | 6,063 | 751 | 14.1% | $3.77万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.73万 | 0.03% | 7,998 | 3,578 | 81.0% | $13.75万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $30.77万 | 0.03% | 1,532 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $30.84万 | 0.03% | 1,787 | -40 | -2.2% | -$6,904 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $31.22万 | 0.03% | 2,802 | -2,772 | -49.7% | -$30.89万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.67万 | 0.03% | 4,648 | -73,457 | -94.0% | -$500.54万 | 减仓 |
| SNOW | SNOWFLAKE INC | $31.82万 | 0.03% | 2,110 | -1,819 | -46.3% | -$27.43万 | 减仓 |
| DE | DEERE & CO | $32.35万 | 0.03% | 574 | 1 | 0.2% | $564 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.38万 | 0.03% | 3,154 | -7 | -0.2% | -$719 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $32.61万 | 0.03% | 1,078 | 10 | 0.9% | $3,025 | 加仓 |
| VHT | VANGUARD WORLD FD | $32.71万 | 0.03% | 1,201 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES TR | $33.22万 | 0.03% | 6,563 | -603 | -8.4% | -$3.05万 | 减仓 |
| MSIF | MSC INCOME FUND INC | $34.33万 | 0.03% | 28,187 | 9,329 | 49.5% | $11.36万 | 加仓 |
| TIP | ISHARES TR | $34.58万 | 0.03% | 3,133 | -84 | -2.6% | -$9,270 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.68万 | 0.03% | 1,026 | 125 | 13.9% | $4.22万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $34.81万 | 0.03% | 4,570 | -52 | -1.1% | -$3,961 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.75万 | 0.03% | 1,245 | 42 | 3.5% | $1.21万 | 加仓 |
| NI | NISOURCE INC | $35.98万 | 0.03% | 7,711 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $36.10万 | 0.03% | 1,258 | -2 | -0.2% | -$574 | 减仓 |
| ITOT | ISHARES TR | $36.89万 | 0.03% | 2,590 | 140 | 5.7% | $1.99万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $37.23万 | 0.04% | 1,333 | -350 | -20.8% | -$9.78万 | 减仓 |
| DIS | DISNEY WALT CO | $37.39万 | 0.04% | 3,880 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $37.98万 | 0.04% | 4,844 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $38.02万 | 0.04% | 1,162 | -66 | -5.4% | -$2.16万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.38万 | 0.04% | 19,887 | -2,577 | -11.5% | -$4.97万 | 减仓 |
| RLY | SSGA ACTIVE ETF TR | $38.58万 | 0.04% | 10,673 | 1,300 | 13.9% | $4.70万 | 加仓 |
| PFE | PFIZER INC | $39.40万 | 0.04% | 14,032 | 130 | 0.9% | $3,650 | 加仓 |
| VB | VANGUARD INDEX FDS | $40.55万 | 0.04% | 1,548 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $40.92万 | 0.04% | 951 | -1 | -0.1% | -$430 | 减仓 |
| LOW | LOWES COS INC | $41.17万 | 0.04% | 1,743 | -4 | -0.2% | -$945 | 减仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $41.39万 | 0.04% | 5,231 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $41.85万 | 0.04% | 1,139 | 80 | 7.6% | $2.94万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.31万 | 0.04% | 708 | -23 | -3.1% | -$1.37万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $42.60万 | 0.04% | 14,839 | 455 | 3.2% | $1.31万 | 加仓 |
| INTC | INTEL CORP | $43.25万 | 0.04% | 9,801 | 100 | 1.0% | $4,413 | 加仓 |
| IJR | ISHARES TR | $43.53万 | 0.04% | 3,502 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $43.67万 | 0.04% | 6,569 | -231 | -3.4% | -$1.54万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $43.80万 | 0.04% | 3,143 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.24万 | 0.04% | 2,057 | 1 | 0.0% | $215 | 加仓 |
| XAR | SPDR SERIES TRUST | $44.27万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $45.43万 | 0.04% | 18,100 | 51 | 0.3% | $1,280 | 加仓 |
| ENB | ENBRIDGE INC | $45.62万 | 0.04% | 8,426 | 14 | 0.2% | $758 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $46.07万 | 0.04% | 2,323 | -3,377 | -59.2% | -$66.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.09万 | 0.04% | 5,319 | 14 | 0.3% | $1,213 | 加仓 |
| HDV | ISHARES TR | $47.37万 | 0.04% | 3,490 | -135 | -3.7% | -$1.83万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $48.03万 | 0.05% | 11,965 | -366 | -3.0% | -$1.47万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $49.59万 | 0.05% | 2,383 | 10 | 0.4% | $2,081 | 加仓 |
| ZS | ZSCALER INC | $51.46万 | 0.05% | 3,668 | -257 | -6.5% | -$3.61万 | 减仓 |
| NFLX | NETFLIX INC. | $52.10万 | 0.05% | 5,419 | 80 | 1.5% | $7,692 | 加仓 |
| AZO | AUTOZONE INC | $52.36万 | 0.05% | 155 | -1 | -0.6% | -$3,378 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $52.73万 | 0.05% | 855 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.34万 | 0.05% | 14,097 | 133 | 1.0% | $5,033 | 加仓 |