Shepherd Financial Partners LLC
WINCHESTER MA · SEC CIK 0001696628
$12.17亿2026Q2 申报市值
256持仓数
43.7%前十大占比 · 第一大 7.0%
20 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3,492.60万
IALT 新建仓+$1,771.11万
BLCR 新建仓+$1,253.26万
PZA 加仓+$568.00万
GOVT 加仓+$434.64万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$1,787.16万
SPTL 减仓-$1,178.89万
SPYV 减仓-$978.59万
IEMG 减仓-$691.37万
THRO 减仓-$531.37万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $52.26万 | 0.04% | 2,549 | -1,504 | -37.1% | -$30.83万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $52.56万 | 0.04% | 18,148 | 48 | 0.3% | $1,390 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.43万 | 0.04% | 2,211 | -172 | -7.2% | -$4.23万 | 减仓 |
| SNOW | SNOWFLAKE INC | $54.90万 | 0.05% | 2,157 | 47 | 2.2% | $1.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.92万 | 0.05% | 2,321 | 264 | 12.8% | $6.25万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $56.03万 | 0.05% | 1,893 | 29 | 1.6% | $8,583 | 加仓 |
| TFC | TRUIST FINL CORP | $58.91万 | 0.05% | 11,824 | -294 | -2.4% | -$1.46万 | 减仓 |
| AGG | ISHARES TR | $59.48万 | 0.05% | 6,010 | -2,063 | -25.6% | -$20.42万 | 减仓 |
| — | PROSHARES TR | $59.66万 | 0.05% | 3,844 | -1,000 | -20.6% | -$15.52万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.34万 | 0.05% | 9,817 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $61.61万 | 0.05% | 6,578 | 9 | 0.1% | $843 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $62.04万 | 0.05% | 16,302 | -725 | -4.3% | -$2.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $62.22万 | 0.05% | 906 | 198 | 28.0% | $13.60万 | 加仓 |
| VB | VANGUARD INDEX FDS | $62.44万 | 0.05% | 2,060 | 512 | 33.1% | $15.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $65.16万 | 0.05% | 6,268 | 1,212 | 24.0% | $12.60万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $65.50万 | 0.05% | 12,998 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $65.57万 | 0.05% | 15,362 | -5,509 | -26.4% | -$23.51万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.83万 | 0.05% | 936 | 81 | 9.5% | $5.70万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $66.74万 | 0.05% | 1,825 | -29 | -1.6% | -$1.06万 | 减仓 |
| WM | WASTE MGMT INC DEL | $68.45万 | 0.06% | 3,071 | -49 | -1.6% | -$1.09万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.79万 | 0.06% | 2,580 | 39 | 1.5% | $1.05万 | 加仓 |
| GLDM | WORLD GOLD TR | $71.26万 | 0.06% | 8,973 | -145 | -1.6% | -$1.15万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $73.61万 | 0.06% | 15,438 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $73.73万 | 0.06% | 9,464 | -2,903 | -23.5% | -$22.62万 | 减仓 |
| IWM | ISHARES TR | $74.48万 | 0.06% | 2,479 | -108 | -4.2% | -$3.24万 | 减仓 |
| IYW | ISHARES TR | $76.48万 | 0.06% | 3,032 | -15,925 | -84.0% | -$401.68万 | 减仓 |
| ESGE | ISHARES INC | $77.43万 | 0.06% | 14,159 | -1,371 | -8.8% | -$7.50万 | 减仓 |
| ETN | EATON CORP PLC | $77.90万 | 0.06% | 1,828 | 4 | 0.2% | $1,705 | 加仓 |
| IBB | ISHARES TR | $78.55万 | 0.06% | 4,130 | 19 | 0.5% | $3,614 | 加仓 |
| ESML | ISHARES TR | $80.54万 | 0.07% | 14,401 | 4 | 0.0% | $224 | 加仓 |
| OEF | ISHARES TR | $81.08万 | 0.07% | 2,216 | -4,514 | -67.1% | -$165.15万 | 减仓 |
| MS | MORGAN STANLEY | $81.34万 | 0.07% | 3,891 | -159 | -3.9% | -$3.32万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $82.51万 | 0.07% | 2,741 | 5 | 0.2% | $1,505 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $83.65万 | 0.07% | 6,795 | 115 | 1.7% | $1.42万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $84.34万 | 0.07% | 13,210 | 5 | 0.0% | $319 | 加仓 |
| SO | SOUTHERN CO | $86.09万 | 0.07% | 8,995 | 21 | 0.2% | $2,010 | 加仓 |
| IWR | ISHARES TR | $86.60万 | 0.07% | 7,850 | -5 | -0.1% | -$552 | 减仓 |
| IJH | ISHARES TR | $89.09万 | 0.07% | 11,553 | -124 | -1.1% | -$9,562 | 减仓 |
| C | CITIGROUP INC | $90.12万 | 0.07% | 6,439 | 28 | 0.4% | $3,919 | 加仓 |
| TXN | TEXAS INSTRS INC | $90.78万 | 0.07% | 3,046 | -52 | -1.7% | -$1.55万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $91.45万 | 0.08% | 11,155 | 11,155 | — | $91.45万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $91.65万 | 0.08% | 5,529 | -99 | -1.8% | -$1.64万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $91.79万 | 0.08% | 5,403 | 66 | 1.2% | $1.12万 | 加仓 |
| SPGI | S&P GLOBAL INC | $93.64万 | 0.08% | 2,299 | -36 | -1.5% | -$1.47万 | 减仓 |
| ESGD | ISHARES TR | $95.16万 | 0.08% | 9,256 | -533 | -5.4% | -$5.48万 | 减仓 |
| FN | FABRINET | $96.62万 | 0.08% | 1,719 | 17 | 1.0% | $9,555 | 加仓 |
| USB | US BANCORP | $97.64万 | 0.08% | 16,166 | -1,008 | -5.9% | -$6.09万 | 减仓 |
| XBI | SPDR SERIES TRUST | $97.86万 | 0.08% | 6,184 | 211 | 3.5% | $3.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $101.10万 | 0.08% | 15,203 | 15,203 | — | $101.10万 | 新建仓 |
| IWB | ISHARES TR | $107.58万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $112.20万 | 0.09% | 2,350 | 1,324 | 129.0% | $63.22万 | 加仓 |
| PEP | PEPSICO INC | $114.29万 | 0.09% | 8,441 | 1,121 | 15.3% | $15.18万 | 加仓 |
| MPC | MARATHON PETE CORP | $115.38万 | 0.09% | 4,513 | 6 | 0.1% | $1,534 | 加仓 |
| CMI | CUMMINS INC | $125.55万 | 0.10% | 1,760 | 48 | 2.8% | $3.42万 | 加仓 |
| ORCL | ORACLE CORP | $130.66万 | 0.11% | 8,916 | 178 | 2.0% | $2.61万 | 加仓 |
| VGT | VANGUARD WORLD FD | $131.24万 | 0.11% | 10,981 | 5 | 0.0% | $598 | 加仓 |
| INTC | INTEL CORP | $133.71万 | 0.11% | 9,576 | -225 | -2.3% | -$3.14万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $133.94万 | 0.11% | 4,755 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $135.76万 | 0.11% | 18,262 | -800 | -4.2% | -$5.95万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $136.25万 | 0.11% | 11,678 | 3,789 | 48.0% | $44.21万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $137.89万 | 0.11% | 11,757 | -107 | -0.9% | -$1.25万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $142.71万 | 0.12% | 14,799 | -4,940 | -25.0% | -$47.64万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $146.52万 | 0.12% | 17,010 | -840 | -4.7% | -$7.24万 | 减仓 |
| GEV | GE VERNOVA INC | $154.06万 | 0.13% | 1,311 | 159 | 13.8% | $18.68万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $155.85万 | 0.13% | 8,679 | -153 | -1.7% | -$2.75万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $155.88万 | 0.13% | 4,571 | 2,837 | 163.6% | $96.75万 | 加仓 |
| COR | CENCORA INC | $157.63万 | 0.13% | 5,570 | 129 | 2.4% | $3.65万 | 加仓 |
| DHR | DANAHER CORP DEL | $159.42万 | 0.13% | 8,370 | -379 | -4.3% | -$7.22万 | 减仓 |
| AMGN | AMGEN INC | $161.56万 | 0.13% | 4,462 | 162 | 3.8% | $5.87万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $163.28万 | 0.13% | 14,759 | -328 | -2.2% | -$3.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $166.33万 | 0.14% | 3,324 | -236 | -6.6% | -$11.81万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $171.03万 | 0.14% | 12,933 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $171.18万 | 0.14% | 20,439 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $176.52万 | 0.15% | 4,074 | 78 | 2.0% | $3.38万 | 加仓 |
| ETR | ENTERGY CORP NEW | $177.96万 | 0.15% | 15,494 | -161 | -1.0% | -$1.85万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $181.72万 | 0.15% | 21,875 | 66 | 0.3% | $5,483 | 加仓 |
| MA | MASTERCARD INCORPORATED | $188.64万 | 0.16% | 3,673 | -3 | -0.1% | -$1,541 | 减仓 |
| SHY | ISHARES TR | $189.39万 | 0.16% | 23,065 | -2,686 | -10.4% | -$22.05万 | 减仓 |
| USMV | ISHARES TR | $190.31万 | 0.16% | 19,730 | -614 | -3.0% | -$5.92万 | 减仓 |
| SHV | ISHARES TR | $193.68万 | 0.16% | 17,551 | 2,927 | 20.0% | $32.30万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $200.02万 | 0.16% | 33,510 | 7,606 | 29.4% | $45.40万 | 加仓 |
| CSCO | CISCO SYS INC | $201.20万 | 0.17% | 17,129 | -282 | -1.6% | -$3.31万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $202.82万 | 0.17% | 9,174 | 9,174 | — | $202.82万 | 新建仓 |
| HON | HONEYWELL INTL INC | $205.61万 | 0.17% | 9,183 | -9,440 | -50.7% | -$211.37万 | 减仓 |
| QCOM | QUALCOMM INC | $213.65万 | 0.18% | 11,562 | -136 | -1.2% | -$2.51万 | 减仓 |
| EOG | EOG RES INC | $225.20万 | 0.19% | 17,359 | -228 | -1.3% | -$2.96万 | 减仓 |
| AMAT | APPLIED MATLS INC | $231.22万 | 0.19% | 3,198 | 45 | 1.4% | $3.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $231.90万 | 0.19% | 6,267 | 736 | 13.3% | $27.23万 | 加仓 |
| MCD | MCDONALDS CORP | $238.60万 | 0.20% | 8,827 | -471 | -5.1% | -$12.73万 | 减仓 |
| SBUX | STARBUCKS CORP | $238.69万 | 0.20% | 23,358 | -405 | -1.7% | -$4.14万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $269.32万 | 0.22% | 59,399 | -971 | -1.6% | -$4.40万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $277.80万 | 0.23% | 18,944 | 683 | 3.7% | $10.02万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $278.37万 | 0.23% | 31,716 | -353 | -1.1% | -$3.10万 | 减仓 |
| KRE | SPDR SERIES TRUST | $290.88万 | 0.24% | 38,861 | 3,817 | 10.9% | $28.57万 | 加仓 |
| — | EXXON MOBIL CORP | $291.97万 | 0.24% | 21,355 | -3,329 | -13.5% | -$45.51万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $294.52万 | 0.24% | 11,597 | 1,475 | 14.6% | $37.46万 | 加仓 |
| DSI | ISHARES TR | $294.54万 | 0.24% | 20,685 | 1,808 | 9.6% | $25.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $296.06万 | 0.24% | 13,585 | -221 | -1.6% | -$4.82万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $308.86万 | 0.25% | 59,011 | 40,401 | 217.1% | $211.46万 | 加仓 |
| HD | HOME DEPOT INC | $310.71万 | 0.26% | 8,810 | -327 | -3.6% | -$11.53万 | 减仓 |