13F 机构持仓

Shepherd Financial Partners LLC

WINCHESTER MA · SEC CIK 0001696628

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$12.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPY 6.3%
SPTM 5.6%
IEFA 5.0%
DYNF 4.6%
IVV 4.2%
SPYV 3.8%
SPYG 3.8%
IEMG 3.6%
AAPL 3.2%
SPTL 2.5%

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 $00.00%0 -2,468-100.0% -$55.81万 清仓
INTU INTUIT $00.00%0 -496-100.0% -$32.86万 清仓
OKE ONEOK INC NEW $00.00%0 -4,308-100.0% -$31.66万 清仓
KKR KKR & CO INC $00.00%0 -2,229-100.0% -$28.42万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 —— — 申报中断
UNH UNITEDHEALTH GROUP INC $00.00%0 —— — 申报中断
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -884-100.0% -$22.75万 清仓
URNM SPROTT FDS TR $00.00%0 -4,000-100.0% -$21.96万 清仓
IWP ISHARES TR $00.00%0 —— — 申报中断
NKE NIKE INC $00.00%0 -3,215-100.0% -$20.48万 清仓
IWV ISHARES TR $00.00%0 —— — 申报中断
WFC WELLS FARGO CO NEW $00.00%0 -2,150-100.0% -$20.04万 清仓
BBAI BIGBEAR AI HLDGS INC $3.52万0.00%10,000 00.0% — 不变
LYG LLOYDS BANKING GROUP PLC $5.03万0.00%10,000 00.0% — 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 00.0% — 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 00.0% — 不变
CCI CROWN CASTLE INC $21.08万0.02%2,592 00.0% — 不变
TJX TJX COS INC NEW $21.19万0.02%1,327 00.0% — 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 00.0% — 不变
VFH VANGUARD WORLD FD $21.59万0.02%1,787 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $22.27万0.02%453 00.0% — 不变
UNP UNION PAC CORP $22.61万0.02%932 10.1% $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 20.5% $1,210 重新持有
MPLX MPLX LP $23.07万0.02%4,042 741.9% $4,224 加仓
YUM YUM BRANDS INC $23.21万0.02%1,493 40.3% $622 加仓
SYK STRYKER CORPORATION $23.89万0.02%727 00.0% — 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 00.0% — 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 70.2% $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%6,592 620.9% $2,474 加仓
VOE VANGUARD INDEX FDS $26.37万0.03%1,431 443.2% $8,108 加仓
BKNG BOOKING HOLDINGS INC $26.52万0.03%63 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $27.14万0.03%3,012 30.1% $270 加仓
DIVB ISHARES TR $27.50万0.03%5,097 00.0% — 不变
PANW PALO ALTO NETWORKS INC $27.80万0.03%1,734 00.0% — 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 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $30.44万0.03%6,063 75114.1% $3.77万 加仓
IBIT ISHARES BITCOIN TRUST ETF $30.73万0.03%7,998 3,57881.0% $13.75万 加仓
FBT FIRST TR EXCHANGE-TRADED FD $30.77万0.03%1,532 00.0% — 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 10.2% $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%1,078 100.9% $3,025 加仓
VHT VANGUARD WORLD FD $32.71万0.03%1,201 00.0% — 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 9,32949.5% $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 12513.9% $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%1,245 423.5% $1.21万 加仓
NI NISOURCE INC $35.98万0.03%7,711 00.0% — 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 1405.7% $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 00.0% — 不变
— PROSHARES TR $37.98万0.04%4,844 00.0% — 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 1,30013.9% $4.70万 加仓
PFE PFIZER INC $39.40万0.04%14,032 1300.9% $3,650 加仓
VB VANGUARD INDEX FDS $40.55万0.04%1,548 00.0% — 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 00.0% — 不变
MGK VANGUARD WORLD FD $41.85万0.04%1,139 807.6% $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 4553.2% $1.31万 加仓
INTC INTEL CORP $43.25万0.04%9,801 1001.0% $4,413 加仓
IJR ISHARES TR $43.53万0.04%3,502 00.0% — 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 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $44.24万0.04%2,057 10.0% $215 加仓
XAR SPDR SERIES TRUST $44.27万0.04%1,743 00.0% — 不变
SCHB SCHWAB STRATEGIC TR $45.43万0.04%18,100 510.3% $1,280 加仓
ENB ENBRIDGE INC $45.62万0.04%8,426 140.2% $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%5,319 140.3% $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%2,383 100.4% $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%5,419 801.5% $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 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $53.34万0.05%14,097 1331.0% $5,033 加仓