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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC COM | $5.98万 | 0.00% | 276 | 4 | 1.5% | $867 | 加仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $6.03万 | 0.00% | 1,345 | 2 | 0.1% | $90 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC COM | $6.04万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $6.05万 | 0.00% | 2,493 | -1,750 | -41.2% | -$4.25万 | 减仓 |
| GBDC | GOLUB CAP BDC INC COM | $6.15万 | 0.00% | 4,861 | -2,099 | -30.2% | -$2.66万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $6.22万 | 0.00% | 296 | -8 | -2.6% | -$1,681 | 减仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $6.25万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $6.25万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $6.26万 | 0.00% | 1,160 | 6 | 0.5% | $324 | 加仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $6.30万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $6.31万 | 0.00% | 780 | 780 | — | $6.31万 | 新建仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $6.33万 | 0.00% | 648 | -29 | -4.3% | -$2,834 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6.37万 | 0.00% | 836 | -119 | -12.5% | -$9,063 | 减仓 |
| APH | AMPHENOL CORP CL A | $6.37万 | 0.00% | 505 | -20 | -3.8% | -$2,525 | 减仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $6.49万 | 0.00% | 749 | -96 | -11.4% | -$8,320 | 减仓 |
| SLI | STANDARD LITHIUM CORP COM | $6.50万 | 0.00% | 19,074 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $6.62万 | 0.00% | 904 | 4 | 0.4% | $293 | 加仓 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $6.64万 | 0.00% | 466 | -136 | -22.6% | -$1.94万 | 减仓 |
| GMF | STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF | $6.65万 | 0.00% | 489 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $6.68万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $6.74万 | 0.00% | 1,402 | -68 | -4.6% | -$3,267 | 减仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $6.75万 | 0.00% | 569 | 141 | 32.9% | $1.67万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $6.80万 | 0.00% | 234 | -104 | -30.8% | -$3.02万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $6.85万 | 0.00% | 2,766 | -1,479 | -34.8% | -$3.66万 | 减仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $6.94万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $6.96万 | 0.00% | 2,266 | -3,385 | -59.9% | -$10.39万 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $6.96万 | 0.00% | 2,998 | 244 | 8.9% | $5,666 | 加仓 |
| INTC | INTEL CORP COM | $7.12万 | 0.00% | 1,614 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC COM | $7.13万 | 0.00% | 292 | 2 | 0.7% | $488 | 加仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $7.17万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES US TRANSPORTATION ETF | $7.17万 | 0.00% | 961 | -1,276 | -57.0% | -$9.51万 | 减仓 |
| EVRG | EVERGY INC COM | $7.18万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $7.19万 | 0.00% | 354 | 170 | 92.4% | $3.45万 | 加仓 |
| CPER | UNITED STATES COPPER INDEX FUND | $7.26万 | 0.01% | 2,108 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $7.29万 | 0.01% | 650 | 50 | 8.3% | $5,606 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $7.29万 | 0.01% | 400 | 5 | 1.3% | $911 | 加仓 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $7.32万 | 0.01% | 1,845 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $7.32万 | 0.01% | 909 | -11 | -1.2% | -$886 | 减仓 |
| NVO | NOVO-NORDISK A S ADR | $7.34万 | 0.01% | 1,998 | 2 | 0.1% | $74 | 加仓 |
| PFE | PFIZER INC COM | $7.35万 | 0.01% | 2,616 | 2 | 0.1% | $56 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $7.37万 | 0.01% | 456 | 28 | 6.5% | $4,528 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $7.38万 | 0.01% | 122 | 1 | 0.8% | $605 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7.54万 | 0.01% | 348 | 3 | 0.9% | $650 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $7.64万 | 0.01% | 3,368 | -15 | -0.4% | -$340 | 减仓 |
| FAST | FASTENAL CO COM | $7.76万 | 0.01% | 1,672 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $7.77万 | 0.01% | 1,647 | -220 | -11.8% | -$1.04万 | 减仓 |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | $7.83万 | 0.01% | 1,132 | 0 | 0.0% | — | 不变 |
| BP | BP PLC SPONSORED ADR | $7.85万 | 0.01% | 1,671 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $7.88万 | 0.01% | 203 | 199 | 4,975.0% | $7.73万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $7.88万 | 0.01% | 4,114 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $7.90万 | 0.01% | 1,551 | -149 | -8.8% | -$7,592 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $7.90万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TRUST | $7.91万 | 0.01% | 2,150 | 1,276 | 146.0% | $4.70万 | 加仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $7.94万 | 0.01% | 1,981 | -185 | -8.5% | -$7,418 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $7.98万 | 0.01% | 2,586 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC CL A | $8.01万 | 0.01% | 677 | -644 | -48.8% | -$7.62万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $8.04万 | 0.01% | 406 | -125 | -23.5% | -$2.48万 | 减仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $8.08万 | 0.01% | 426 | -1 | -0.2% | -$190 | 减仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $8.08万 | 0.01% | 1,899 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $8.20万 | 0.01% | 1,504 | 0 | 0.0% | — | 不变 |
| NREF | NEXPOINT REAL ESTATE FIN INC COM | $8.33万 | 0.01% | 6,185 | 5,185 | 518.5% | $6.98万 | 加仓 |
| CLS | CELESTICA INC COM | $8.37万 | 0.01% | 297 | 230 | 343.3% | $6.48万 | 加仓 |
| RY | ROYAL BK CDA COM | $8.38万 | 0.01% | 518 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $8.41万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $8.47万 | 0.01% | 1,824 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP COM | $8.54万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $8.56万 | 0.01% | 992 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $8.68万 | 0.01% | 1,053 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $8.77万 | 0.01% | 726 | -2,762 | -79.2% | -$33.37万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $8.86万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC COM | $8.90万 | 0.01% | 16,825 | 4,725 | 39.0% | $2.50万 | 加仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $8.99万 | 0.01% | 2,904 | -135 | -4.4% | -$4,180 | 减仓 |
| KTB | KONTOOR BRANDS INC COM | $9.00万 | 0.01% | 1,280 | -87,336 | -98.6% | -$614.08万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | $9.35万 | 0.01% | 134 | -13 | -8.8% | -$9,071 | 减仓 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $9.44万 | 0.01% | 1,005 | 271 | 36.9% | $2.55万 | 加仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $9.45万 | 0.01% | 2,564 | -455 | -15.1% | -$1.68万 | 减仓 |
| LIN | LINDE PLC SHS | $9.61万 | 0.01% | 194 | 2 | 1.0% | $991 | 加仓 |
| NKE | NIKE INC CL B | $9.64万 | 0.01% | 1,825 | -103,896 | -98.3% | -$548.91万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $9.73万 | 0.01% | 1,450 | 238 | 19.6% | $1.60万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $9.78万 | 0.01% | 447 | 2 | 0.4% | $438 | 加仓 |
| COP | CONOCOPHILLIPS COM | $9.87万 | 0.01% | 748 | 31 | 4.3% | $4,091 | 加仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $9.89万 | 0.01% | 2,108 | -112 | -5.0% | -$5,254 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $9.89万 | 0.01% | 2,389 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $9.89万 | 0.01% | 1,057 | -200 | -15.9% | -$1.87万 | 减仓 |
| SNDK | SANDISK CORP COM | $9.97万 | 0.01% | 157 | 155 | 7,750.0% | $9.85万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $10.00万 | 0.01% | 231 | 3 | 1.3% | $1,299 | 加仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $10.10万 | 0.01% | 1,717 | -179 | -9.4% | -$1.05万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $10.12万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| SPXU | PROSHARES ULTRAPRO SHORT S&P500 | $10.13万 | 0.01% | 1,786 | 1,786 | — | $10.13万 | 新建仓 |
| UL | UNILEVER PLC SPON ADR NEW | $10.15万 | 0.01% | 1,782 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $10.31万 | 0.01% | 707 | -44 | -5.9% | -$6,415 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $10.35万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $10.35万 | 0.01% | 1,011 | -4 | -0.4% | -$410 | 减仓 |
| CTVA | CORTEVA INC COM | $10.40万 | 0.01% | 1,243 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP COM | $10.46万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP COM | $10.52万 | 0.01% | 40,308 | 30,308 | 303.1% | $7.91万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $10.55万 | 0.01% | 947 | -23 | -2.4% | -$2,562 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $10.59万 | 0.01% | 518 | -53 | -9.3% | -$1.08万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $10.70万 | 0.01% | 960 | -3,999 | -80.6% | -$44.57万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP COM | $10.72万 | 0.01% | 1,111 | 100 | 9.9% | $9,647 | 加仓 |