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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $30.84万 | 0.03% | 1,787 | -40 | -2.2% | -$6,904 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $30.77万 | 0.03% | 1,532 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $30.73万 | 0.03% | 7,998 | 3,578 | 81.0% | $13.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.44万 | 0.03% | 6,063 | 751 | 14.1% | $3.77万 | 加仓 |
| MUB | ISHARES TR | $29.73万 | 0.03% | 2,801 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $28.91万 | 0.03% | 738 | -120 | -14.0% | -$4.70万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $27.80万 | 0.03% | 1,734 | 0 | 0.0% | — | 不变 |
| DIVB | ISHARES TR | $27.50万 | 0.03% | 5,097 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $27.14万 | 0.03% | 3,012 | 3 | 0.1% | $270 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $26.52万 | 0.03% | 63 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $26.37万 | 0.03% | 1,431 | 44 | 3.2% | $8,108 | 加仓 |
| ORI | OLD REP INTL CORP | $26.30万 | 0.02% | 6,592 | 62 | 0.9% | $2,474 | 加仓 |
| HYG | ISHARES TR | $26.18万 | 0.02% | 3,290 | 3,290 | — | $26.18万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.90万 | 0.02% | 4,271 | 7 | 0.2% | $425 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $25.78万 | 0.02% | 3,584 | -3,327 | -48.1% | -$23.93万 | 减仓 |
| IWN | ISHARES TR | $25.77万 | 0.02% | 1,359 | -26 | -1.9% | -$4,929 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.72万 | 0.02% | 1,061 | -1 | -0.1% | -$242 | 减仓 |
| LIN | LINDE PLC | $25.25万 | 0.02% | 509 | -2 | -0.4% | -$992 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $24.69万 | 0.02% | 13,513 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES TR | $24.31万 | 0.02% | 5,747 | -62 | -1.1% | -$2,623 | 减仓 |
| SYK | STRYKER CORPORATION | $23.89万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $23.21万 | 0.02% | 1,493 | 4 | 0.3% | $622 | 加仓 |
| MPLX | MPLX LP | $23.07万 | 0.02% | 4,042 | 74 | 1.9% | $4,224 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $22.75万 | 0.02% | 376 | 2 | 0.5% | $1,210 | 重新持有 |
| ICLN | ISHARES TR | $22.75万 | 0.02% | 12,437 | -387 | -3.0% | -$7,078 | 减仓 |
| UNP | UNION PAC CORP | $22.61万 | 0.02% | 932 | 1 | 0.1% | $243 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.27万 | 0.02% | 453 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $21.59万 | 0.02% | 1,787 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $21.33万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $21.27万 | 0.02% | 3,691 | -280 | -7.1% | -$1.61万 | 减仓 |
| IWF | ISHARES TR | $21.23万 | 0.02% | 498 | -38 | -7.1% | -$1.62万 | 减仓 |
| TJX | TJX COS INC NEW | $21.19万 | 0.02% | 1,327 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $21.08万 | 0.02% | 2,592 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.07万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $20.51万 | 0.02% | 2,184 | -40,542 | -94.9% | -$380.81万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $20.20万 | 0.02% | 296 | 296 | — | $20.20万 | 新建仓 |
| NG | NOVAGOLD RESOURCES INC | $8.98万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| PURR | HYPERLIQUID STRATEGIES INC | $5.09万 | 0.00% | 10,000 | 10,000 | — | $5.09万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $5.03万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3.52万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,468 | -100.0% | -$55.81万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -496 | -100.0% | -$32.86万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -4,308 | -100.0% | -$31.66万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,229 | -100.0% | -$28.42万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -884 | -100.0% | -$22.75万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -4,000 | -100.0% | -$21.96万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,215 | -100.0% | -$20.48万 | 清仓 |
| IWV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -2,150 | -100.0% | -$20.04万 | 清仓 |