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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $154.06万 | 0.13% | 1,311 | 159 | 13.8% | $18.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $146.52万 | 0.12% | 17,010 | -840 | -4.7% | -$7.24万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $142.71万 | 0.12% | 14,799 | -4,940 | -25.0% | -$47.64万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $137.89万 | 0.11% | 11,757 | -107 | -0.9% | -$1.25万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $136.25万 | 0.11% | 11,678 | 3,789 | 48.0% | $44.21万 | 加仓 |
| WMB | WILLIAMS COS INC | $135.76万 | 0.11% | 18,262 | -800 | -4.2% | -$5.95万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $133.94万 | 0.11% | 4,755 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $133.71万 | 0.11% | 9,576 | -225 | -2.3% | -$3.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $131.24万 | 0.11% | 10,981 | 5 | 0.0% | $598 | 加仓 |
| ORCL | ORACLE CORP | $130.66万 | 0.11% | 8,916 | 178 | 2.0% | $2.61万 | 加仓 |
| CMI | CUMMINS INC | $125.55万 | 0.10% | 1,760 | 48 | 2.8% | $3.42万 | 加仓 |
| MPC | MARATHON PETE CORP | $115.38万 | 0.09% | 4,513 | 6 | 0.1% | $1,534 | 加仓 |
| PEP | PEPSICO INC | $114.29万 | 0.09% | 8,441 | 1,121 | 15.3% | $15.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $112.20万 | 0.09% | 2,350 | 1,324 | 129.0% | $63.22万 | 加仓 |
| IWB | ISHARES TR | $107.58万 | 0.09% | 2,627 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $101.10万 | 0.08% | 15,203 | 15,203 | — | $101.10万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $97.86万 | 0.08% | 6,184 | 211 | 3.5% | $3.34万 | 加仓 |
| USB | US BANCORP | $97.64万 | 0.08% | 16,166 | -1,008 | -5.9% | -$6.09万 | 减仓 |
| FN | FABRINET | $96.62万 | 0.08% | 1,719 | 17 | 1.0% | $9,555 | 加仓 |
| ESGD | ISHARES TR | $95.16万 | 0.08% | 9,256 | -533 | -5.4% | -$5.48万 | 减仓 |
| SPGI | S&P GLOBAL INC | $93.64万 | 0.08% | 2,299 | -36 | -1.5% | -$1.47万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $91.79万 | 0.08% | 5,403 | 66 | 1.2% | $1.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $91.65万 | 0.08% | 5,529 | -99 | -1.8% | -$1.64万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $91.45万 | 0.08% | 11,155 | 11,155 | — | $91.45万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $90.78万 | 0.07% | 3,046 | -52 | -1.7% | -$1.55万 | 减仓 |
| C | CITIGROUP INC | $90.12万 | 0.07% | 6,439 | 28 | 0.4% | $3,919 | 加仓 |
| IJH | ISHARES TR | $89.09万 | 0.07% | 11,553 | -124 | -1.1% | -$9,562 | 减仓 |
| IWR | ISHARES TR | $86.60万 | 0.07% | 7,850 | -5 | -0.1% | -$552 | 减仓 |
| SO | SOUTHERN CO | $86.09万 | 0.07% | 8,995 | 21 | 0.2% | $2,010 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $84.34万 | 0.07% | 13,210 | 5 | 0.0% | $319 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $83.65万 | 0.07% | 6,795 | 115 | 1.7% | $1.42万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $82.51万 | 0.07% | 2,741 | 5 | 0.2% | $1,505 | 加仓 |
| MS | MORGAN STANLEY | $81.34万 | 0.07% | 3,891 | -159 | -3.9% | -$3.32万 | 减仓 |
| OEF | ISHARES TR | $81.08万 | 0.07% | 2,216 | -4,514 | -67.1% | -$165.15万 | 减仓 |
| ESML | ISHARES TR | $80.54万 | 0.07% | 14,401 | 4 | 0.0% | $224 | 加仓 |
| IBB | ISHARES TR | $78.55万 | 0.06% | 4,130 | 19 | 0.5% | $3,614 | 加仓 |
| ETN | EATON CORP PLC | $77.90万 | 0.06% | 1,828 | 4 | 0.2% | $1,705 | 加仓 |
| ESGE | ISHARES INC | $77.43万 | 0.06% | 14,159 | -1,371 | -8.8% | -$7.50万 | 减仓 |
| IYW | ISHARES TR | $76.48万 | 0.06% | 3,032 | -15,925 | -84.0% | -$401.68万 | 减仓 |
| IWM | ISHARES TR | $74.48万 | 0.06% | 2,479 | -108 | -4.2% | -$3.24万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $73.73万 | 0.06% | 9,464 | -2,903 | -23.5% | -$22.62万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $73.61万 | 0.06% | 15,438 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $71.26万 | 0.06% | 8,973 | -145 | -1.6% | -$1.15万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $69.79万 | 0.06% | 2,580 | 39 | 1.5% | $1.05万 | 加仓 |
| WM | WASTE MGMT INC DEL | $68.45万 | 0.06% | 3,071 | -49 | -1.6% | -$1.09万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $66.74万 | 0.05% | 1,825 | -29 | -1.6% | -$1.06万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.83万 | 0.05% | 936 | 81 | 9.5% | $5.70万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $65.57万 | 0.05% | 15,362 | -5,509 | -26.4% | -$23.51万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $65.50万 | 0.05% | 12,998 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $65.16万 | 0.05% | 6,268 | 1,212 | 24.0% | $12.60万 | 加仓 |
| VB | VANGUARD INDEX FDS | $62.44万 | 0.05% | 2,060 | 512 | 33.1% | $15.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.22万 | 0.05% | 906 | 198 | 28.0% | $13.60万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $62.04万 | 0.05% | 16,302 | -725 | -4.3% | -$2.76万 | 减仓 |
| DAL | DELTA AIR LINES INC | $61.61万 | 0.05% | 6,578 | 9 | 0.1% | $843 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $60.34万 | 0.05% | 9,817 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $59.66万 | 0.05% | 3,844 | -1,000 | -20.6% | -$15.52万 | 减仓 |
| AGG | ISHARES TR | $59.48万 | 0.05% | 6,010 | -2,063 | -25.6% | -$20.42万 | 减仓 |
| TFC | TRUIST FINL CORP | $58.91万 | 0.05% | 11,824 | -294 | -2.4% | -$1.46万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $56.03万 | 0.05% | 1,893 | 29 | 1.6% | $8,583 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.92万 | 0.05% | 2,321 | 264 | 12.8% | $6.25万 | 加仓 |
| SNOW | SNOWFLAKE INC | $54.90万 | 0.05% | 2,157 | 47 | 2.2% | $1.20万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.43万 | 0.04% | 2,211 | -172 | -7.2% | -$4.23万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $52.56万 | 0.04% | 18,148 | 48 | 0.3% | $1,390 | 加仓 |
| ADBE | ADOBE INC | $52.26万 | 0.04% | 2,549 | -1,504 | -37.1% | -$30.83万 | 减仓 |
| IJR | ISHARES TR | $51.94万 | 0.04% | 3,502 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.57万 | 0.04% | 14,030 | -67 | -0.5% | -$2,463 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $49.98万 | 0.04% | 12,405 | 440 | 3.7% | $1.77万 | 加仓 |
| AZO | AUTOZONE INC | $49.54万 | 0.04% | 155 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $49.46万 | 0.04% | 1,743 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $48.84万 | 0.04% | 9,196 | -83 | -0.9% | -$4,408 | 减仓 |
| HDV | ISHARES TR | $47.83万 | 0.04% | 17,450 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $46.55万 | 0.04% | 5,295 | -400 | -7.0% | -$3.52万 | 减仓 |
| ENB | ENBRIDGE INC | $45.76万 | 0.04% | 8,440 | 14 | 0.2% | $759 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $45.17万 | 0.04% | 9,070 | -59,708 | -86.8% | -$297.34万 | 减仓 |
| EFA | ISHARES TR | $44.44万 | 0.04% | 4,278 | 4,278 | — | $44.44万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $44.41万 | 0.04% | 5,512 | 532 | 10.7% | $4.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $43.31万 | 0.04% | 1,169 | 7 | 0.6% | $2,594 | 加仓 |
| BILL | BILL HOLDINGS INC | $43.10万 | 0.04% | 11,918 | -2,105 | -15.0% | -$7.61万 | 减仓 |
| ITOT | ISHARES TR | $42.55万 | 0.03% | 2,590 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $42.44万 | 0.03% | 5,944 | 525 | 9.7% | $3.75万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $40.88万 | 0.03% | 4,396 | -835 | -16.0% | -$7.76万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $40.62万 | 0.03% | 636 | 636 | — | $40.62万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $40.60万 | 0.03% | 9,989 | 9,989 | — | $40.60万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $40.09万 | 0.03% | 3,173 | 30 | 1.0% | $3,790 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $40.07万 | 0.03% | 4,523 | -47 | -1.0% | -$4,164 | 减仓 |
| MDT | MEDTRONIC PLC | $38.98万 | 0.03% | 4,983 | -336 | -6.3% | -$2.63万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.07万 | 0.03% | 19,910 | 23 | 0.1% | $440 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $37.98万 | 0.03% | 1,532 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $37.24万 | 0.03% | 1,101 | 23 | 2.1% | $7,780 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $36.84万 | 0.03% | 9,181 | 9,181 | — | $36.84万 | 新建仓 |
| NI | NISOURCE INC | $36.75万 | 0.03% | 7,729 | 18 | 0.2% | $856 | 加仓 |
| DE | DEERE & CO | $36.67万 | 0.03% | 578 | 4 | 0.7% | $2,538 | 加仓 |
| LOW | LOWES COS INC | $36.28万 | 0.03% | 1,646 | -97 | -5.6% | -$2.14万 | 减仓 |
| VHT | VANGUARD WORLD FD | $35.91万 | 0.03% | 1,201 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $35.03万 | 0.03% | 951 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $33.20万 | 0.03% | 1,337 | 4 | 0.3% | $993 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $32.61万 | 0.03% | 3,026 | 14 | 0.5% | $1,509 | 加仓 |
| MSIF | MSC INCOME FUND INC | $32.61万 | 0.03% | 28,187 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $32.35万 | 0.03% | 3,361 | -519 | -13.4% | -$5.00万 | 减仓 |
| PFE | PFIZER INC | $32.12万 | 0.03% | 13,337 | -695 | -5.0% | -$1.67万 | 减仓 |