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 |
|---|---|---|---|---|---|---|---|---|
| ORCL | ORACLE CORP | $128.55万 | 0.12% | 8,738 | -4,633 | -34.6% | -$68.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $120.33万 | 0.11% | 5,915 | -42 | -0.7% | -$8,544 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $119.18万 | 0.11% | 3,528 | -670 | -16.0% | -$22.63万 | 减仓 |
| CRM | SALESFORCE INC | $117.58万 | 0.11% | 6,299 | -1,475 | -19.0% | -$27.53万 | 减仓 |
| CVX | CHEVRON CORPORATION | $116.44万 | 0.11% | 5,628 | 74 | 1.3% | $1.53万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $115.40万 | 0.11% | 7,889 | -55 | -0.7% | -$8,045 | 减仓 |
| PEP | PEPSICO INC | $113.68万 | 0.11% | 7,320 | 3 | 0.0% | $466 | 加仓 |
| MPC | MARATHON PETE CORP | $110.05万 | 0.10% | 4,507 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $107.78万 | 0.10% | 3,153 | -35 | -1.1% | -$1.20万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $105.06万 | 0.10% | 6,680 | -148 | -2.2% | -$2.33万 | 减仓 |
| GEV | GE VERNOVA INC | $100.56万 | 0.10% | 1,152 | -21 | -1.8% | -$1.83万 | 减仓 |
| SPGI | S&P GLOBAL INC | $99.33万 | 0.09% | 2,335 | -67 | -2.8% | -$2.85万 | 减仓 |
| ADBE | ADOBE INC | $98.52万 | 0.09% | 4,053 | -399 | -9.0% | -$9.70万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $96.97万 | 0.09% | 12,367 | -1,002 | -7.5% | -$7.86万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $96.64万 | 0.09% | 18,610 | -84,079 | -81.9% | -$436.61万 | 减仓 |
| VGT | VANGUARD WORLD FD | $95.73万 | 0.09% | 1,372 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $93.67万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $93.60万 | 0.09% | 9,789 | 553 | 6.0% | $5.29万 | 加仓 |
| CMI | CUMMINS INC | $92.11万 | 0.09% | 1,712 | 3 | 0.2% | $1,614 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $90.53万 | 0.09% | 2,736 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $89.32万 | 0.08% | 17,174 | 90 | 0.5% | $4,681 | 加仓 |
| FN | FABRINET | $88.76万 | 0.08% | 1,702 | -36 | -2.1% | -$1.88万 | 减仓 |
| IGV | ISHARES TR | $88.67万 | 0.08% | 11,077 | 11,077 | — | $88.67万 | 新建仓 |
| SO | SOUTHERN CO | $86.62万 | 0.08% | 8,974 | -701 | -7.2% | -$6.77万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $85.38万 | 0.08% | 3,996 | -70 | -1.7% | -$1.50万 | 减仓 |
| GLDM | WORLD GOLD TR | $84.51万 | 0.08% | 9,118 | 198 | 2.2% | $1.84万 | 加仓 |
| AGG | ISHARES TR | $80.14万 | 0.08% | 8,073 | 2,129 | 35.8% | $21.13万 | 加仓 |
| IJH | ISHARES TR | $78.85万 | 0.07% | 11,677 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $76.37万 | 0.07% | 7,855 | -24 | -0.3% | -$2,334 | 减仓 |
| XBI | SPDR SERIES TRUST | $76.29万 | 0.07% | 5,973 | 31 | 0.5% | $3,960 | 加仓 |
| C | CITIGROUP INC | $72.71万 | 0.07% | 6,411 | 4 | 0.1% | $454 | 加仓 |
| WM | WASTE MGMT INC DEL | $71.70万 | 0.07% | 3,120 | -249 | -7.4% | -$5.72万 | 减仓 |
| ESGE | ISHARES INC | $70.61万 | 0.07% | 15,530 | 289 | 1.9% | $1.31万 | 加仓 |
| IBB | ISHARES TR | $69.42万 | 0.07% | 4,111 | 2,847 | 225.2% | $48.07万 | 加仓 |
| ESML | ISHARES TR | $67.69万 | 0.06% | 14,397 | -1,315 | -8.4% | -$6.18万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $67.65万 | 0.06% | 15,438 | -463 | -2.9% | -$2.03万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $66.87万 | 0.06% | 1,864 | -35 | -1.8% | -$1.26万 | 减仓 |
| COP | CONOCOPHILLIPS | $66.74万 | 0.06% | 5,056 | 23 | 0.5% | $3,036 | 加仓 |
| MS | MORGAN STANLEY | $66.66万 | 0.06% | 4,050 | -76 | -1.8% | -$1.25万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $66.14万 | 0.06% | 2,541 | 7 | 0.3% | $1,822 | 加仓 |
| ANET | ARISTA NETWORKS INC | $65.53万 | 0.06% | 5,337 | -121 | -2.2% | -$1.49万 | 减仓 |
| ETN | EATON CORP PLC | $65.23万 | 0.06% | 1,824 | 1 | 0.1% | $358 | 加仓 |
| IWM | ISHARES TR | $64.16万 | 0.06% | 2,587 | -74 | -2.8% | -$1.84万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $61.72万 | 0.06% | 13,205 | 5 | 0.0% | $234 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $61.40万 | 0.06% | 17,027 | 30 | 0.2% | $1,082 | 加仓 |
| TXN | TEXAS INSTRS INC | $60.15万 | 0.06% | 3,098 | 14 | 0.5% | $2,718 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $59.34万 | 0.06% | 12,998 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $56.84万 | 0.05% | 9,279 | 162 | 1.8% | $9,924 | 加仓 |
| VBK | VANGUARD INDEX FDS | $56.04万 | 0.05% | 1,854 | 13 | 0.7% | $3,929 | 加仓 |
| TFC | TRUIST FINL CORP | $55.71万 | 0.05% | 12,118 | 78 | 0.6% | $3,586 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $54.50万 | 0.05% | 9,817 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $53.71万 | 0.05% | 14,023 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $53.34万 | 0.05% | 14,097 | 133 | 1.0% | $5,033 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $52.73万 | 0.05% | 855 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $52.36万 | 0.05% | 155 | -1 | -0.6% | -$3,378 | 减仓 |
| NFLX | NETFLIX INC. | $52.10万 | 0.05% | 5,419 | 80 | 1.5% | $7,692 | 加仓 |
| ZS | ZSCALER INC | $51.46万 | 0.05% | 3,668 | -257 | -6.5% | -$3.61万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $49.59万 | 0.05% | 2,383 | 10 | 0.4% | $2,081 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $48.03万 | 0.05% | 11,965 | -366 | -3.0% | -$1.47万 | 减仓 |
| HDV | ISHARES TR | $47.37万 | 0.04% | 3,490 | -135 | -3.7% | -$1.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $46.09万 | 0.04% | 5,319 | 14 | 0.3% | $1,213 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $46.07万 | 0.04% | 2,323 | -3,377 | -59.2% | -$66.97万 | 减仓 |
| ENB | ENBRIDGE INC | $45.62万 | 0.04% | 8,426 | 14 | 0.2% | $758 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $45.43万 | 0.04% | 18,100 | 51 | 0.3% | $1,280 | 加仓 |
| XAR | SPDR SERIES TRUST | $44.27万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.24万 | 0.04% | 2,057 | 1 | 0.0% | $215 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.80万 | 0.04% | 3,143 | 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 |
| IJR | ISHARES TR | $43.53万 | 0.04% | 3,502 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $43.25万 | 0.04% | 9,801 | 100 | 1.0% | $4,413 | 加仓 |
| CMCSA | COMCAST CORP NEW | $42.60万 | 0.04% | 14,839 | 455 | 3.2% | $1.31万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $42.31万 | 0.04% | 708 | -23 | -3.1% | -$1.37万 | 减仓 |
| MGK | VANGUARD WORLD FD | $41.85万 | 0.04% | 1,139 | 80 | 7.6% | $2.94万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $41.39万 | 0.04% | 5,231 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $41.17万 | 0.04% | 1,743 | -4 | -0.2% | -$945 | 减仓 |
| GLD | SPDR GOLD TR | $40.92万 | 0.04% | 951 | -1 | -0.1% | -$430 | 减仓 |
| VB | VANGUARD INDEX FDS | $40.55万 | 0.04% | 1,548 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $39.40万 | 0.04% | 14,032 | 130 | 0.9% | $3,650 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $38.58万 | 0.04% | 10,673 | 1,300 | 13.9% | $4.70万 | 加仓 |
| ET | ENERGY TRANSFER L P | $38.38万 | 0.04% | 19,887 | -2,577 | -11.5% | -$4.97万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $38.02万 | 0.04% | 1,162 | -66 | -5.4% | -$2.16万 | 减仓 |
| — | PROSHARES TR | $37.98万 | 0.04% | 4,844 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $37.39万 | 0.04% | 3,880 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $37.23万 | 0.04% | 1,333 | -350 | -20.8% | -$9.78万 | 减仓 |
| ITOT | ISHARES TR | $36.89万 | 0.03% | 2,590 | 140 | 5.7% | $1.99万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $36.10万 | 0.03% | 1,258 | -2 | -0.2% | -$574 | 减仓 |
| NI | NISOURCE INC | $35.98万 | 0.03% | 7,711 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $35.75万 | 0.03% | 1,245 | 42 | 3.5% | $1.21万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $34.81万 | 0.03% | 4,570 | -52 | -1.1% | -$3,961 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $34.68万 | 0.03% | 1,026 | 125 | 13.9% | $4.22万 | 加仓 |
| TIP | ISHARES TR | $34.58万 | 0.03% | 3,133 | -84 | -2.6% | -$9,270 | 减仓 |
| MSIF | MSC INCOME FUND INC | $34.33万 | 0.03% | 28,187 | 9,329 | 49.5% | $11.36万 | 加仓 |
| ICSH | ISHARES TR | $33.22万 | 0.03% | 6,563 | -603 | -8.4% | -$3.05万 | 减仓 |
| VHT | VANGUARD WORLD FD | $32.71万 | 0.03% | 1,201 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $32.61万 | 0.03% | 1,078 | 10 | 0.9% | $3,025 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.38万 | 0.03% | 3,154 | -7 | -0.2% | -$719 | 减仓 |
| DE | DEERE & CO | $32.35万 | 0.03% | 574 | 1 | 0.2% | $564 | 加仓 |
| SNOW | SNOWFLAKE INC | $31.82万 | 0.03% | 2,110 | -1,819 | -46.3% | -$27.43万 | 减仓 |
| SLV | ISHARES SILVER TR | $31.67万 | 0.03% | 4,648 | -73,457 | -94.0% | -$500.54万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $31.22万 | 0.03% | 2,802 | -2,772 | -49.7% | -$30.89万 | 减仓 |