Strategic Wealth Partners, Ltd.
INDEPENDENCE OH · SEC CIK 0001720777
$16.16亿2026Q2 申报市值
1,438持仓数
30.8%前十大占比 · 第一大 8.8%
98 / 146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
RRR 加仓+$1,147.30万
WMT 加仓+$1,117.30万
PGR 加仓+$1,114.38万
IWV 加仓+$1,102.43万
TPB 加仓+$955.73万
2026Q2 卖出最多 按季末市值估算
STM 减仓-$3,320.63万
SIMO 减仓-$2,785.85万
TOL 减仓-$1,537.45万
UPS 减仓-$1,154.45万
FLS 减仓-$1,105.48万
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 |
|---|---|---|---|---|---|---|---|---|
| GPZ | VANECK ALTERNATIVE ASSET MANAGER ETF | $3.80万 | 0.00% | 1,773 | 1,773 | — | $3.80万 | 新建仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $3.81万 | 0.00% | 1,200 | -452 | -27.4% | -$1.44万 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3.82万 | 0.00% | 1,457 | -32 | -2.1% | -$839 | 减仓 |
| IOO | ISHARES GLOBAL 100 ETF | $3.82万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $3.84万 | 0.00% | 411 | 58 | 16.4% | $5,415 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $3.88万 | 0.00% | 249 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $3.90万 | 0.00% | 145 | -380 | -72.4% | -$10.22万 | 减仓 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $3.91万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3.92万 | 0.00% | 1,011 | 6 | 0.6% | $233 | 加仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $3.99万 | 0.00% | 973 | -3 | -0.3% | -$123 | 减仓 |
| CAH | CARDINAL HEALTH INC COM | $3.99万 | 0.00% | 168 | 5 | 3.1% | $1,188 | 加仓 |
| ZTS | ZOETIS INC CL A | $4.01万 | 0.00% | 558 | -119 | -17.6% | -$8,558 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.03万 | 0.00% | 629 | -57 | -8.3% | -$3,649 | 减仓 |
| PRF | INVESCO RAFI US 1000 ETF | $4.04万 | 0.00% | 747 | -100 | -11.8% | -$5,403 | 减仓 |
| POWL | POWELL INDS INC COM | $4.05万 | 0.00% | 141 | 141 | — | $4.05万 | 新建仓 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $4.09万 | 0.00% | 497 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.10万 | 0.00% | 1,670 | 178 | 11.9% | $4,369 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.10万 | 0.00% | 183 | -171 | -48.3% | -$3.83万 | 减仓 |
| ASTS | AST SPACEMOBILE INC COM CL A | $4.12万 | 0.00% | 464 | 207 | 80.5% | $1.84万 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $4.20万 | 0.00% | 2,353 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $4.21万 | 0.00% | 1,883 | 42 | 2.3% | $939 | 加仓 |
| KKR | KKR & CO INC COM | $4.24万 | 0.00% | 462 | -80 | -14.8% | -$7,342 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $4.28万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM 看涨期权 | $4.28万 | 0.00% | 5,900 | 5,900 | — | $4.28万 | 新建仓 |
| NVT | NVENT ELEC PLC SHS | $4.29万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC CL A | $4.33万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MORNINGSTAR MEGA CAP GROWTH ETF | $4.36万 | 0.00% | 495 | -75 | -13.2% | -$6,599 | 减仓 |
| COO | COOPER COS INC COM | $4.36万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $4.40万 | 0.00% | 301 | 132 | 78.1% | $1.93万 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $4.43万 | 0.00% | 186 | 18 | 10.7% | $4,289 | 加仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $4.46万 | 0.00% | 4,004 | 3,992 | 33,266.7% | $4.44万 | 加仓 |
| SAP | SAP SE SPON ADR | $4.47万 | 0.00% | 290 | 57 | 24.5% | $8,784 | 加仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.48万 | 0.00% | 895 | -57 | -6.0% | -$2,852 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4.49万 | 0.00% | 166 | 10 | 6.4% | $2,705 | 加仓 |
| BP | BP PLC SPONSORED ADR | $4.50万 | 0.00% | 1,218 | -453 | -27.1% | -$1.67万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $4.51万 | 0.00% | 100 | -3 | -2.9% | -$1,353 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $4.53万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $4.55万 | 0.00% | 749 | 529 | 240.5% | $3.22万 | 加仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $4.56万 | 0.00% | 622 | -13 | -2.0% | -$952 | 减仓 |
| FISV | FISERV INC COM | $4.56万 | 0.00% | 930 | 721 | 345.0% | $3.54万 | 加仓 |
| TSN | TYSON FOODS INC CL A | $4.56万 | 0.00% | 797 | 0 | 0.0% | — | 不变 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $4.59万 | 0.00% | 908 | -253 | -21.8% | -$1.28万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $4.60万 | 0.00% | 429 | -1 | -0.2% | -$107 | 减仓 |
| MET | METLIFE INC COM | $4.62万 | 0.00% | 546 | -200 | -26.8% | -$1.69万 | 减仓 |
| ALAB | ASTERA LABS INC COM | $4.64万 | 0.00% | 96 | 94 | 4,700.0% | $4.54万 | 加仓 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $4.64万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC CL A | $4.64万 | 0.00% | 225 | -4 | -1.7% | -$825 | 减仓 |
| INDB | INDEPENDENT BK CORP MASS COM | $4.73万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $4.75万 | 0.00% | 429 | 268 | 166.5% | $2.96万 | 加仓 |
| MTCH | MATCH GROUP INC NEW COM | $4.79万 | 0.00% | 1,258 | -1,008 | -44.5% | -$3.84万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $4.79万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVTS CORP COM | $4.86万 | 0.00% | 14,000 | 13,678 | 4,247.8% | $4.75万 | 重新持有 |
| GBDC | GOLUB CAP BDC INC COM | $4.90万 | 0.00% | 3,801 | -1,060 | -21.8% | -$1.37万 | 减仓 |
| OKLO | OKLO INC COM CL A | $4.92万 | 0.00% | 940 | -25 | -2.6% | -$1,308 | 减仓 |
| SCO | PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL | $4.92万 | 0.00% | 1,405 | 1,405 | — | $4.92万 | 新建仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $4.92万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $4.95万 | 0.00% | 5,225 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $4.96万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC COM | $4.97万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES ULTRAPRO QQQ | $4.98万 | 0.00% | 615 | 15 | 2.5% | $1,215 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $4.99万 | 0.00% | 305 | 18 | 6.3% | $2,944 | 加仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $5.00万 | 0.00% | 990 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $5.03万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $5.08万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $5.14万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $5.15万 | 0.00% | 6,660 | 2,500 | 60.1% | $1.93万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $5.18万 | 0.00% | 2,550 | 0 | 0.0% | — | 不变 |
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $5.24万 | 0.00% | 1,845 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $5.25万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $5.25万 | 0.00% | 606 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC COM | $5.26万 | 0.00% | 248 | -60 | -19.5% | -$1.27万 | 减仓 |
| — | CLOCKWISE U.S. CORE EQUITY ETF | $5.26万 | 0.00% | 1,973 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $5.28万 | 0.00% | 311 | -91 | -22.6% | -$1.55万 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $5.29万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $5.29万 | 0.00% | 290 | -2 | -0.7% | -$365 | 减仓 |
| NI | NISOURCE INC COM | $5.32万 | 0.00% | 1,119 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.34万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $5.36万 | 0.00% | 450 | 208 | 86.0% | $2.48万 | 加仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.42万 | 0.00% | 382 | -28 | -6.8% | -$3,973 | 减仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $5.49万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $5.51万 | 0.00% | 2,690 | -241 | -8.2% | -$4,938 | 减仓 |
| DECK | DECKERS OUTDOOR CORP COM | $5.58万 | 0.00% | 562 | -11 | -1.9% | -$1,092 | 减仓 |
| EBAY | EBAY INC. COM | $5.60万 | 0.00% | 501 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $5.70万 | 0.00% | 684 | -596 | -46.6% | -$4.97万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $5.76万 | 0.00% | 693 | -75 | -9.8% | -$6,230 | 减仓 |
| ROST | ROSS STORES INC COM | $5.79万 | 0.00% | 272 | -4 | -1.4% | -$851 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOME COM | $5.95万 | 0.00% | 4,830 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC COM | $5.95万 | 0.00% | 2,806 | 19 | 0.7% | $403 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $5.97万 | 0.00% | 980 | -771 | -44.0% | -$4.70万 | 重新持有 |
| CHD | CHURCH & DWIGHT CO INC COM | $5.99万 | 0.00% | 618 | -3 | -0.5% | -$291 | 减仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $6.00万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $6.02万 | 0.00% | 2,493 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $6.05万 | 0.00% | 1,744 | 500 | 40.2% | $1.73万 | 加仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $6.06万 | 0.00% | 1,150 | 1 | 0.1% | $53 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $6.09万 | 0.00% | 3,368 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $6.12万 | 0.00% | 780 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND | $6.14万 | 0.00% | 1,142 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD HEALTH CARE ETF | $6.20万 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $6.25万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC COM | $6.26万 | 0.00% | 28,575 | 11,750 | 69.8% | $2.57万 | 加仓 |