Strategic Wealth Partners, Ltd.
INDEPENDENCE OH · SEC CIK 0001720777
$14.43亿2026Q1 申报市值
1,453持仓数
31.1%前十大占比 · 第一大 8.9%
115 / 121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
RSPN 加仓+$905.31万
MSFT 加仓+$885.59万
KRE 加仓+$788.86万
STM 加仓+$696.30万
BDX 加仓+$651.39万
2026Q1 卖出最多 按季末市值估算
AIT 减仓-$1,244.49万
JEF 减仓-$1,074.13万
SMG 减仓-$739.18万
URA 减仓-$738.38万
BUG 减仓-$681.68万
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 |
|---|---|---|---|---|---|---|---|---|
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.24万 | 0.00% | 234 | -88 | -27.3% | -$8,423 | 减仓 |
| ASH | ASHLAND INC COM | $2.24万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $2.24万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $2.25万 | 0.00% | 158 | -50 | -24.0% | -$7,109 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $2.25万 | 0.00% | 109 | 108 | 10,800.0% | $2.23万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $2.26万 | 0.00% | 3,000 | -4,908 | -62.1% | -$3.70万 | 减仓 |
| HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $2.27万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $2.28万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2.28万 | 0.00% | 291 | 155 | 114.0% | $1.22万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $2.32万 | 0.00% | 357 | -101 | -22.1% | -$6,561 | 减仓 |
| CSX | CSX CORP COM | $2.32万 | 0.00% | 566 | 12 | 2.2% | $493 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $2.34万 | 0.00% | 328 | -3 | -0.9% | -$214 | 减仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $2.34万 | 0.00% | 242 | -2 | -0.8% | -$193 | 减仓 |
| NOVT | NOVANTA INC COM | $2.34万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $2.34万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $2.37万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $2.39万 | 0.00% | 1,271 | 470 | 58.7% | $8,822 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $2.39万 | 0.00% | 121 | 2 | 1.7% | $395 | 加仓 |
| OGE | OGE ENERGY CORP COM | $2.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $2.40万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT COM NEW | $2.42万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $2.44万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $2.45万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| DPG | DUFF & PHELPS UTLITY AND INFST COM | $2.45万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE SECURITIZED CREDIT ETF | $2.47万 | 0.00% | 996 | 996 | — | $2.47万 | 新建仓 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $2.49万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $2.50万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $2.50万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $2.52万 | 0.00% | 2,135 | -1,945 | -47.7% | -$2.30万 | 减仓 |
| DY | DYCOM INDS INC COM | $2.54万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $2.56万 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC COM | $2.57万 | 0.00% | 166 | 166 | — | $2.57万 | 新建仓 |
| WY | WEYERHAEUSER CO COM NEW | $2.57万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $2.57万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.58万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $2.58万 | 0.00% | 1,244 | 96 | 8.4% | $1,993 | 加仓 |
| CPRT | COPART INC COM | $2.61万 | 0.00% | 785 | 7 | 0.9% | $232 | 加仓 |
| USB | US BANCORP COM NEW | $2.65万 | 0.00% | 509 | 16 | 3.2% | $833 | 加仓 |
| GL | GLOBE LIFE INC COM | $2.67万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $2.69万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $2.69万 | 0.00% | 1,622 | 32 | 2.0% | $532 | 加仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $2.70万 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $2.77万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2.78万 | 0.00% | 276 | -23 | -7.7% | -$2,317 | 减仓 |
| MSTR | STRATEGY INC CL A NEW | $2.78万 | 0.00% | 223 | -175 | -44.0% | -$2.18万 | 减仓 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $2.78万 | 0.00% | 1,118 | 1,000 | 847.5% | $2.49万 | 加仓 |
| P | EVERPURE INC CL A | $2.79万 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $2.81万 | 0.00% | 200 | -10 | -4.8% | -$1,403 | 减仓 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $2.82万 | 0.00% | 568 | 568 | — | $2.82万 | 新建仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $2.82万 | 0.00% | 572 | 572 | — | $2.82万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC COM | $2.83万 | 0.00% | 290 | -11 | -3.7% | -$1,075 | 减仓 |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $2.85万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.85万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $2.85万 | 0.00% | 947 | -100 | -9.6% | -$3,012 | 减仓 |
| SMR | NUSCALE PWR CORP CL A COM | $2.87万 | 0.00% | 2,647 | 473 | 21.8% | $5,128 | 加仓 |
| TWLO | TWILIO INC CL A | $2.88万 | 0.00% | 229 | 4 | 1.8% | $503 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $2.89万 | 0.00% | 607 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.91万 | 0.00% | 1,126 | -1,150 | -50.5% | -$2.98万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.92万 | 0.00% | 200 | 200 | — | $2.92万 | 新建仓 |
| VV | VANGUARD LARGE-CAP ETF | $2.93万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $2.93万 | 0.00% | 60 | 27 | 81.8% | $1.32万 | 加仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $2.93万 | 0.00% | 788 | 5 | 0.6% | $186 | 加仓 |
| APTV | APTIV PLC COM SHS | $2.94万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $2.95万 | 0.00% | 314 | 214 | 214.0% | $2.01万 | 加仓 |
| BITO | PROSHARES BITCOIN ETF | $2.95万 | 0.00% | 3,173 | 4 | 0.1% | $37 | 加仓 |
| MGNI | MAGNITE INC COM | $2.96万 | 0.00% | 2,492 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $2.99万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC SHS | $2.99万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| IYY | ISHARES DOW JONES U.S. ETF | $3.01万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $3.03万 | 0.00% | 783 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3.09万 | 0.00% | 222 | 7 | 3.3% | $974 | 加仓 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $3.10万 | 0.00% | 339 | -17 | -4.8% | -$1,553 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $3.11万 | 0.00% | 686 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO CL A | $3.15万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC COM | $3.15万 | 0.00% | 397 | 25 | 6.7% | $1,986 | 加仓 |
| MDB | MONGODB INC CL A | $3.16万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3.18万 | 0.00% | 341 | 0 | 0.0% | — | 不变 |
| TGRT | T. ROWE PRICE GROWTH ETF | $3.19万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $3.20万 | 0.00% | 231 | -306 | -57.0% | -$4.24万 | 减仓 |
| PODD | INSULET CORP COM | $3.21万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | $3.22万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $3.22万 | 0.00% | 2,788 | 61 | 2.2% | $704 | 加仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $3.23万 | 0.00% | 879 | 9 | 1.0% | $331 | 加仓 |
| PHM | PULTE GROUP INC COM | $3.23万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $3.33万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $3.34万 | 0.00% | 113 | 3 | 2.7% | $887 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $3.34万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $3.35万 | 0.00% | 1,260 | -161 | -11.3% | -$4,284 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $3.39万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $3.43万 | 0.00% | 163 | 1 | 0.6% | $211 | 加仓 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $3.48万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $3.48万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $3.51万 | 0.00% | 1,480 | 500 | 51.0% | $1.18万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $3.51万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $3.51万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3.52万 | 0.00% | 1,005 | 7 | 0.7% | $245 | 加仓 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.52万 | 0.00% | 5,130 | -32 | -0.6% | -$220 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $3.53万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.54万 | 0.00% | 898 | 3 | 0.3% | $118 | 加仓 |