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 |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $6.30万 | 0.00% | 729 | -20 | -2.7% | -$1,728 | 减仓 |
| PSK | STATE STREET SPDR ICE PREFERRED SECURITIES ETF | $6.34万 | 0.00% | 2,077 | -509 | -19.7% | -$1.55万 | 减仓 |
| DFGP | DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF | $6.35万 | 0.00% | 1,167 | 7 | 0.6% | $381 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $6.38万 | 0.00% | 432 | 6 | 1.4% | $886 | 加仓 |
| FFBC | 1ST FINL BANCORP COM | $6.40万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $6.42万 | 0.00% | 725 | -111 | -13.3% | -$9,835 | 减仓 |
| YUM | YUM BRANDS INC COM | $6.43万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $6.48万 | 0.00% | 288 | 11 | 4.0% | $2,475 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC COM | $6.57万 | 0.00% | 1,610 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $6.62万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SLI | STANDARD LITHIUM CORP COM | $6.63万 | 0.00% | 24,094 | 5,020 | 26.3% | $1.38万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $6.63万 | 0.00% | 3,990 | -124 | -3.0% | -$2,060 | 减仓 |
| IRM | IRON MTN INC DEL COM | $6.63万 | 0.00% | 525 | 175 | 50.0% | $2.21万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $6.63万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $6.68万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL COM | $6.70万 | 0.00% | 900 | -4 | -0.4% | -$298 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $6.75万 | 0.00% | 732 | -555 | -43.1% | -$5.12万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $6.75万 | 0.00% | 1,295 | -352 | -21.4% | -$1.84万 | 减仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND ETF | $6.79万 | 0.00% | 1,402 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TRUST | $6.85万 | 0.00% | 2,150 | 0 | 0.0% | — | 不变 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.86万 | 0.00% | 1,453 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $6.93万 | 0.00% | 2,998 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS INC COM | $6.98万 | 0.00% | 238 | 4 | 1.7% | $1,173 | 加仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $7.09万 | 0.00% | 1,036 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES U.S. TELECOMMUNICATIONS ETF | $7.19万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES MSCI SOUTH KOREA ETF | $7.37万 | 0.00% | 365 | 365 | — | $7.37万 | 新建仓 |
| KNG | FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | $7.43万 | 0.00% | 1,471 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | $7.44万 | 0.00% | 453 | -13 | -2.8% | -$2,136 | 减仓 |
| VPL | VANGUARD FTSE PACIFIC ETF | $7.50万 | 0.00% | 648 | 0 | 0.0% | — | 不变 |
| GMF | STATE STREET SPDR S&P EMERGING ASIA PACIFIC ETF | $7.53万 | 0.00% | 479 | -10 | -2.0% | -$1,571 | 减仓 |
| OXLC | OXFORD LANE CAP CORP COM | $7.57万 | 0.00% | 8,640 | 8,600 | 21,500.0% | $7.53万 | 加仓 |
| EVRG | EVERGY INC COM | $7.58万 | 0.00% | 877 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC COM | $7.63万 | 0.00% | 3,169 | 553 | 21.1% | $1.33万 | 加仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $7.66万 | 0.00% | 2,766 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $7.66万 | 0.00% | 737 | -11 | -1.5% | -$1,144 | 减仓 |
| VFH | VANGUARD FINANCIALS ETF | $7.67万 | 0.00% | 583 | -143 | -19.7% | -$1.88万 | 减仓 |
| FAST | FASTENAL CO COM | $7.68万 | 0.00% | 1,600 | -72 | -4.3% | -$3,458 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A | $7.70万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES MSCI INTL VALUE FACTOR ETF | $7.72万 | 0.00% | 1,845 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP COM | $7.77万 | 0.00% | 307 | 7 | 2.3% | $1,772 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $7.79万 | 0.00% | 1,559 | -17,981 | -92.0% | -$89.89万 | 减仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $7.85万 | 0.00% | 700 | 100 | 16.7% | $1.12万 | 加仓 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $7.87万 | 0.00% | 1,899 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $7.87万 | 0.00% | 343 | -5 | -1.4% | -$1,148 | 减仓 |
| TER | TERADYNE INC COM | $7.89万 | 0.00% | 163 | 6 | 3.8% | $2,903 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $7.92万 | 0.00% | 1,551 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP COM | $7.92万 | 0.00% | 395 | -5 | -1.2% | -$1,003 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $7.93万 | 0.00% | 637 | -310 | -32.7% | -$3.86万 | 减仓 |
| VPU | VANGUARD UTILITIES ETF | $7.95万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| CPER | UNITED STATES COPPER INDEX FUND | $7.95万 | 0.00% | 2,108 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $8.07万 | 0.00% | 121 | -1 | -0.8% | -$667 | 减仓 |
| VFMO | VANGUARD U.S. MOMENTUM FACTOR ETF | $8.16万 | 0.01% | 327 | -25 | -7.1% | -$6,238 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $8.17万 | 0.01% | 847 | -62 | -6.8% | -$5,981 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $8.43万 | 0.01% | 455 | -1 | -0.2% | -$185 | 减仓 |
| HAS | HASBRO INC COM | $8.47万 | 0.01% | 1,026 | -31 | -2.9% | -$2,560 | 减仓 |
| LAZ | LAZARD INC COM | $8.50万 | 0.01% | 1,733 | -1,055 | -37.8% | -$5.17万 | 减仓 |
| FE | FIRSTENERGY CORP COM | $8.50万 | 0.01% | 1,789 | -275 | -13.3% | -$1.31万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $8.59万 | 0.01% | 4,493 | -1,215 | -21.3% | -$2.32万 | 减仓 |
| EEMS | ISHARES MSCI EMERGING MARKETS SMALL CAP ETF | $8.61万 | 0.01% | 1,134 | 2 | 0.2% | $152 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $8.61万 | 0.01% | 728 | -232 | -24.2% | -$2.74万 | 减仓 |
| APH | AMPHENOL CORP CL A | $8.64万 | 0.01% | 490 | -15 | -3.0% | -$2,645 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $8.79万 | 0.01% | 803 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $8.80万 | 0.01% | 617 | -22 | -3.4% | -$3,137 | 减仓 |
| USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | $9.07万 | 0.01% | 2,451 | -113 | -4.4% | -$4,183 | 减仓 |
| — | VILLAGE FARMS INTL INC COM | $9.20万 | 0.01% | 46,000 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $9.29万 | 0.01% | 963 | -42 | -4.2% | -$4,052 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK | $9.45万 | 0.01% | 553 | 553 | — | $9.45万 | 新建仓 |
| NVO | NOVO-NORDISK A S ADR | $9.57万 | 0.01% | 1,996 | -2 | -0.1% | -$96 | 减仓 |
| VGK | VANGUARD FTSE EUROPE ETF | $9.59万 | 0.01% | 1,083 | 30 | 2.8% | $2,656 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $9.59万 | 0.01% | 1,567 | 63 | 4.2% | $3,857 | 加仓 |
| DOW | DOW HLDGS INC COM | $9.65万 | 0.01% | 3,526 | -791 | -18.3% | -$2.16万 | 减仓 |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | $9.69万 | 0.01% | 600 | -50 | -7.7% | -$8,077 | 减仓 |
| IVT | INVENTRUST PPTYS CORP COM NEW | $9.77万 | 0.01% | 2,760 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT COM | $9.78万 | 0.01% | 375 | -383 | -50.5% | -$9.99万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $9.90万 | 0.01% | 2,264 | -13 | -0.6% | -$568 | 减仓 |
| LIN | LINDE PLC SHS | $9.96万 | 0.01% | 192 | -2 | -1.0% | -$1,038 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $9.98万 | 0.01% | 513 | -5 | -1.0% | -$973 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $10.19万 | 0.01% | 2,389 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP INC COM CL A | $10.20万 | 0.01% | 1,172 | -278 | -19.2% | -$2.42万 | 减仓 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $10.26万 | 0.01% | 1,633 | -84 | -4.9% | -$5,279 | 减仓 |
| FITB | FIFTH THIRD BANCORP COM | $10.28万 | 0.01% | 1,824 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC COM | $10.30万 | 0.01% | 902 | -672 | -42.7% | -$7.67万 | 减仓 |
| CTAS | CINTAS CORP COM | $10.41万 | 0.01% | 612 | -74 | -10.8% | -$1.26万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $10.49万 | 0.01% | 277 | -115 | -29.3% | -$4.36万 | 减仓 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $10.60万 | 0.01% | 687 | -20 | -2.8% | -$3,086 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $10.66万 | 0.01% | 429 | 1 | 0.2% | $248 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $10.66万 | 0.01% | 367 | -2 | -0.5% | -$581 | 减仓 |
| SLB | SLB LIMITED COM STK | $10.70万 | 0.01% | 2,301 | -300 | -11.5% | -$1.39万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $10.71万 | 0.01% | 2,905 | 1 | 0.0% | $37 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $10.72万 | 0.01% | 325 | -14 | -4.1% | -$4,617 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $10.91万 | 0.01% | 2,107 | -1 | -0.0% | -$52 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $10.96万 | 0.01% | 666 | -93,386 | -99.3% | -$1,537.45万 | 减仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $11.14万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| — | NEOS REAL ESTATE HIGH INCOME ETF | $11.24万 | 0.01% | 2,289 | 2,289 | — | $11.24万 | 新建仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $11.25万 | 0.01% | 2,438 | 1 | 0.0% | $46 | 加仓 |
| NUE | NUCOR CORP COM | $11.26万 | 0.01% | 505 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $11.28万 | 0.01% | 284 | -148 | -34.3% | -$5.88万 | 减仓 |
| RY | ROYAL BK CDA COM | $11.34万 | 0.01% | 548 | 30 | 5.8% | $6,209 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $11.48万 | 0.01% | 519 | 93 | 21.8% | $2.06万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $11.49万 | 0.01% | 289 | 14 | 5.1% | $5,568 | 加仓 |