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 |
|---|---|---|---|---|---|---|---|---|
| BILL | BILL HOLDINGS INC | $53.71万 | 0.05% | 14,023 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.50万 | 0.05% | 9,817 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $55.71万 | 0.05% | 12,118 | 78 | 0.6% | $3,586 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.04万 | 0.05% | 1,854 | 13 | 0.7% | $3,929 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $56.84万 | 0.05% | 9,279 | 162 | 1.8% | $9,924 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $59.34万 | 0.06% | 12,998 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $60.15万 | 0.06% | 3,098 | 14 | 0.5% | $2,718 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $61.40万 | 0.06% | 17,027 | 30 | 0.2% | $1,082 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $61.72万 | 0.06% | 13,205 | 5 | 0.0% | $234 | 加仓 |
| IWM | ISHARES TR | $64.16万 | 0.06% | 2,587 | -74 | -2.8% | -$1.84万 | 减仓 |
| ETN | EATON CORP PLC | $65.23万 | 0.06% | 1,824 | 1 | 0.1% | $358 | 加仓 |
| ANET | ARISTA NETWORKS INC | $65.53万 | 0.06% | 5,337 | -121 | -2.2% | -$1.49万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $66.14万 | 0.06% | 2,541 | 7 | 0.3% | $1,822 | 加仓 |
| MS | MORGAN STANLEY | $66.66万 | 0.06% | 4,050 | -76 | -1.8% | -$1.25万 | 减仓 |
| COP | CONOCOPHILLIPS | $66.74万 | 0.06% | 5,056 | 23 | 0.5% | $3,036 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $66.87万 | 0.06% | 1,864 | -35 | -1.8% | -$1.26万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $67.65万 | 0.06% | 15,438 | -463 | -2.9% | -$2.03万 | 减仓 |
| ESML | ISHARES TR | $67.69万 | 0.06% | 14,397 | -1,315 | -8.4% | -$6.18万 | 减仓 |
| IBB | ISHARES TR | $69.42万 | 0.07% | 4,111 | 2,847 | 225.2% | $48.07万 | 加仓 |
| ESGE | ISHARES INC | $70.61万 | 0.07% | 15,530 | 289 | 1.9% | $1.31万 | 加仓 |
| WM | WASTE MGMT INC DEL | $71.70万 | 0.07% | 3,120 | -249 | -7.4% | -$5.72万 | 减仓 |
| C | CITIGROUP INC | $72.71万 | 0.07% | 6,411 | 4 | 0.1% | $454 | 加仓 |
| XBI | SPDR SERIES TRUST | $76.29万 | 0.07% | 5,973 | 31 | 0.5% | $3,960 | 加仓 |
| IWR | ISHARES TR | $76.37万 | 0.07% | 7,855 | -24 | -0.3% | -$2,334 | 减仓 |
| IJH | ISHARES TR | $78.85万 | 0.07% | 11,677 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $80.14万 | 0.08% | 8,073 | 2,129 | 35.8% | $21.13万 | 加仓 |
| GLDM | WORLD GOLD TR | $84.51万 | 0.08% | 9,118 | 198 | 2.2% | $1.84万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $85.38万 | 0.08% | 3,996 | -70 | -1.7% | -$1.50万 | 减仓 |
| SO | SOUTHERN CO | $86.62万 | 0.08% | 8,974 | -701 | -7.2% | -$6.77万 | 减仓 |
| IGV | ISHARES TR | $88.67万 | 0.08% | 11,077 | 11,077 | — | $88.67万 | 新建仓 |
| FN | FABRINET | $88.76万 | 0.08% | 1,702 | -36 | -2.1% | -$1.88万 | 减仓 |
| USB | US BANCORP | $89.32万 | 0.08% | 17,174 | 90 | 0.5% | $4,681 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $90.53万 | 0.09% | 2,736 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $92.11万 | 0.09% | 1,712 | 3 | 0.2% | $1,614 | 加仓 |
| ESGD | ISHARES TR | $93.60万 | 0.09% | 9,789 | 553 | 6.0% | $5.29万 | 加仓 |
| IWB | ISHARES TR | $93.67万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $95.73万 | 0.09% | 1,372 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $96.64万 | 0.09% | 18,610 | -84,079 | -81.9% | -$436.61万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $96.97万 | 0.09% | 12,367 | -1,002 | -7.5% | -$7.86万 | 减仓 |
| ADBE | ADOBE INC | $98.52万 | 0.09% | 4,053 | -399 | -9.0% | -$9.70万 | 减仓 |
| SPGI | S&P GLOBAL INC | $99.33万 | 0.09% | 2,335 | -67 | -2.8% | -$2.85万 | 减仓 |
| GEV | GE VERNOVA INC | $100.56万 | 0.10% | 1,152 | -21 | -1.8% | -$1.83万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $105.06万 | 0.10% | 6,680 | -148 | -2.2% | -$2.33万 | 减仓 |
| AMAT | APPLIED MATLS INC | $107.78万 | 0.10% | 3,153 | -35 | -1.1% | -$1.20万 | 减仓 |
| MPC | MARATHON PETE CORP | $110.05万 | 0.10% | 4,507 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $113.68万 | 0.11% | 7,320 | 3 | 0.0% | $466 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $115.40万 | 0.11% | 7,889 | -55 | -0.7% | -$8,045 | 减仓 |
| CVX | CHEVRON CORPORATION | $116.44万 | 0.11% | 5,628 | 74 | 1.3% | $1.53万 | 加仓 |
| CRM | SALESFORCE INC | $117.58万 | 0.11% | 6,299 | -1,475 | -19.0% | -$27.53万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $119.18万 | 0.11% | 3,528 | -670 | -16.0% | -$22.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $120.33万 | 0.11% | 5,915 | -42 | -0.7% | -$8,544 | 减仓 |
| ORCL | ORACLE CORP | $128.55万 | 0.12% | 8,738 | -4,633 | -34.6% | -$68.16万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $129.30万 | 0.12% | 11,864 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $129.94万 | 0.12% | 2,975 | 38 | 1.3% | $1.66万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $130.97万 | 0.12% | 20,871 | -430 | -2.0% | -$2.70万 | 减仓 |
| CSCO | CISCO SYS INC | $135.09万 | 0.13% | 17,411 | -259 | -1.5% | -$2.01万 | 减仓 |
| WMB | WILLIAMS COS INC | $138.73万 | 0.13% | 19,062 | 28 | 0.1% | $2,038 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $140.01万 | 0.13% | 25,904 | 1,834 | 7.6% | $9.91万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $143.05万 | 0.14% | 4,755 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $145.20万 | 0.14% | 12,933 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $150.64万 | 0.14% | 11,698 | -187 | -1.6% | -$2.41万 | 减仓 |
| AMGN | AMGEN INC | $151.30万 | 0.14% | 4,300 | 4 | 0.1% | $1,407 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $153.50万 | 0.15% | 20,439 | -870 | -4.1% | -$6.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $158.98万 | 0.15% | 4,072 | -23 | -0.6% | -$8,979 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $159.15万 | 0.15% | 8,832 | -251 | -2.8% | -$4.52万 | 减仓 |
| SHV | ISHARES TR | $161.43万 | 0.15% | 14,624 | -9,971 | -40.5% | -$110.07万 | 减仓 |
| DHR | DANAHER CORP DEL | $165.89万 | 0.16% | 8,749 | -161 | -1.8% | -$3.05万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $170.60万 | 0.16% | 3,560 | -17 | -0.5% | -$8,146 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $170.75万 | 0.16% | 15,087 | 40 | 0.3% | $4,527 | 加仓 |
| COR | CENCORA INC | $170.94万 | 0.16% | 5,441 | 11 | 0.2% | $3,456 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $175.08万 | 0.17% | 19,739 | -1,535 | -7.2% | -$13.62万 | 减仓 |
| ETR | ENTERGY CORP NEW | $175.90万 | 0.17% | 15,655 | 33 | 0.2% | $3,708 | 加仓 |
| VTI | VANGUARD INDEX FDS | $177.43万 | 0.17% | 5,531 | 1,827 | 49.3% | $58.61万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $178.79万 | 0.17% | 21,809 | -275 | -1.2% | -$2.25万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $183.67万 | 0.17% | 3,676 | -45 | -1.2% | -$2.25万 | 减仓 |
| USMV | ISHARES TR | $188.67万 | 0.18% | 20,344 | -46 | -0.2% | -$4,266 | 减仓 |
| SHY | ISHARES TR | $212.63万 | 0.20% | 25,751 | 20,630 | 402.9% | $170.34万 | 加仓 |
| SBUX | STARBUCKS CORP | $212.89万 | 0.20% | 23,763 | -228 | -1.0% | -$2.04万 | 减仓 |
| OEF | ISHARES TR | $214.06万 | 0.20% | 6,730 | -85,242 | -92.7% | -$2,711.32万 | 减仓 |
| KRE | SPDR SERIES TRUST | $228.31万 | 0.22% | 35,044 | -136 | -0.4% | -$8,860 | 减仓 |
| DSI | ISHARES TR | $228.77万 | 0.22% | 18,877 | 3 | 0.0% | $364 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $247.42万 | 0.23% | 10,122 | -208 | -2.0% | -$5.08万 | 减仓 |
| EOG | EOG RES INC | $254.25万 | 0.24% | 17,587 | -171 | -1.0% | -$2.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $263.76万 | 0.25% | 18,261 | -468 | -2.5% | -$6.76万 | 减仓 |
| SUSA | ISHARES TR | $268.49万 | 0.25% | 20,325 | -1,130 | -5.3% | -$14.93万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $270.88万 | 0.26% | 13,806 | 3 | 0.0% | $589 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $277.04万 | 0.26% | 60,370 | -512 | -0.8% | -$2.35万 | 减仓 |
| MCD | MCDONALDS CORP | $288.96万 | 0.27% | 9,298 | -39 | -0.4% | -$1.21万 | 减仓 |
| BAC | BANK AMERICA CORP | $294.46万 | 0.28% | 60,403 | -7 | -0.0% | -$341 | 减仓 |
| NEE | NEXTERA ENERGY INC | $297.85万 | 0.28% | 32,069 | -467 | -1.4% | -$4.34万 | 减仓 |
| HD | HOME DEPOT INC | $300.51万 | 0.29% | 9,137 | -408 | -4.3% | -$13.42万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $330.00万 | 0.31% | 68,778 | -60,141 | -46.7% | -$288.56万 | 减仓 |
| BX | BLACKSTONE INC | $330.89万 | 0.31% | 28,775 | -3,777 | -11.6% | -$43.43万 | 减仓 |
| PGR | PROGRESSIVE CORP | $343.74万 | 0.33% | 17,339 | -89 | -0.5% | -$1.76万 | 减仓 |
| IYW | ISHARES TR | $343.92万 | 0.33% | 18,957 | -17,253 | -47.6% | -$313.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $345.93万 | 0.33% | 3,472 | -16 | -0.5% | -$1.59万 | 减仓 |
| TSLA | TESLA INC | $360.49万 | 0.34% | 9,697 | -268 | -2.7% | -$9.96万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $370.20万 | 0.35% | 28,272 | -497 | -1.7% | -$6.51万 | 减仓 |
| CRH | CRH PLC | $375.05万 | 0.36% | 35,679 | 590 | 1.7% | $6.20万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $388.10万 | 0.37% | 60,565 | -3,134 | -4.9% | -$20.08万 | 减仓 |