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 |
|---|---|---|---|---|---|---|---|---|
| LULU | LULULEMON ATHLETICA INC COM | $24.10万 | 0.02% | 1,574 | 78 | 5.2% | $1.19万 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $24.35万 | 0.02% | 4,387 | -288 | -6.2% | -$1.60万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $24.44万 | 0.02% | 3,307 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $24.51万 | 0.02% | 1,004 | -1 | -0.1% | -$244 | 减仓 |
| EOG | EOG RES INC COM | $24.71万 | 0.02% | 1,709 | -358 | -17.3% | -$5.18万 | 减仓 |
| GD | GENERAL DYNAMICS CORP COM | $25.18万 | 0.02% | 734 | -57 | -7.2% | -$1.96万 | 减仓 |
| PFFV | GLOBAL X VARIABLE RATE PREFERRED ETF | $25.39万 | 0.02% | 11,630 | -2,314 | -16.6% | -$5.05万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $25.45万 | 0.02% | 3,543 | -96 | -2.6% | -$6,895 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $25.65万 | 0.02% | 1,337 | -83 | -5.8% | -$1.59万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $25.66万 | 0.02% | 4,453 | -198 | -4.3% | -$1.14万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $25.67万 | 0.02% | 894 | 34 | 4.0% | $9,764 | 加仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $25.68万 | 0.02% | 3,275 | 205 | 6.7% | $1.61万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $25.96万 | 0.02% | 991 | 375 | 60.9% | $9.82万 | 加仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $26.32万 | 0.02% | 3,288 | 233 | 7.6% | $1.87万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $26.45万 | 0.02% | 3,303 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $26.57万 | 0.02% | 756 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL-CAP GROWTH ETF | $26.69万 | 0.02% | 883 | -104 | -10.5% | -$3.14万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $26.98万 | 0.02% | 4,728 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END COM | $27.13万 | 0.02% | 21,147 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $27.45万 | 0.02% | 1,513 | -26 | -1.7% | -$4,718 | 减仓 |
| KO | COCA COLA CO COM | $27.92万 | 0.02% | 3,671 | -117 | -3.1% | -$8,897 | 减仓 |
| CI | THE CIGNA GROUP COM | $28.30万 | 0.02% | 1,061 | 76 | 7.7% | $2.03万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $28.59万 | 0.02% | 3,085 | -138 | -4.3% | -$1.28万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $29.05万 | 0.02% | 5,884 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $29.25万 | 0.02% | 11,407 | -209 | -1.8% | -$5,359 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A 看涨期权 | $29.26万 | 0.02% | 2,000 | 2,000 | — | $29.26万 | 新建仓 |
| GPC | GENUINE PARTS CO COM | $29.53万 | 0.02% | 2,792 | -72 | -2.5% | -$7,615 | 减仓 |
| AVUS | AVANTIS U.S. EQUITY ETF | $30.04万 | 0.02% | 2,702 | -607 | -18.3% | -$6.75万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $30.37万 | 0.02% | 5,007 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $30.38万 | 0.02% | 2,862 | -264 | -8.4% | -$2.80万 | 减仓 |
| WELL | WELLTOWER INC COM | $30.65万 | 0.02% | 1,550 | -7 | -0.4% | -$1,384 | 减仓 |
| NOW | SERVICENOW INC COM | $31.27万 | 0.02% | 2,991 | -6,684 | -69.1% | -$69.88万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $31.72万 | 0.02% | 5,868 | -191 | -3.2% | -$1.03万 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $32.44万 | 0.02% | 6,782 | -2,804 | -29.3% | -$13.41万 | 减仓 |
| DIS | DISNEY WALT CO COM | $32.56万 | 0.02% | 3,378 | -236 | -6.5% | -$2.27万 | 减仓 |
| INTU | INTUIT COM | $32.79万 | 0.02% | 758 | -356 | -32.0% | -$15.40万 | 减仓 |
| BA | BOEING CO COM | $32.84万 | 0.02% | 1,650 | -5 | -0.3% | -$995 | 减仓 |
| AKRE | AKRE FOCUS ETF | $33.09万 | 0.02% | 6,261 | -543 | -8.0% | -$2.87万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $33.14万 | 0.02% | 9,174 | -130 | -1.4% | -$4,696 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $33.16万 | 0.02% | 5,175 | 1,807 | 53.7% | $11.58万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $34.04万 | 0.02% | 4,801 | -200 | -4.0% | -$1.42万 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $34.17万 | 0.02% | 6,750 | -395 | -5.5% | -$2.00万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $34.26万 | 0.02% | 5,804 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $34.77万 | 0.02% | 11,995 | -868 | -6.7% | -$2.52万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $35.13万 | 0.02% | 7,042 | 40 | 0.6% | $1,995 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $35.15万 | 0.02% | 1,773 | -72 | -3.9% | -$1.43万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.40万 | 0.02% | 6,710 | -1,124 | -14.3% | -$5.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $35.54万 | 0.02% | 1,314 | -206 | -13.6% | -$5.57万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $35.66万 | 0.02% | 2,042 | 163 | 8.7% | $2.85万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $35.80万 | 0.02% | 1,350 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $35.96万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $36.03万 | 0.02% | 1,629 | -115 | -6.6% | -$2.54万 | 减仓 |
| DG | DOLLAR GEN CORP COM | $36.21万 | 0.03% | 3,050 | -427 | -12.3% | -$5.07万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $36.47万 | 0.03% | 1,250 | -5 | -0.4% | -$1,459 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $36.52万 | 0.03% | 19,393 | -92,156 | -82.6% | -$173.53万 | 减仓 |
| SO | SOUTHERN CO COM | $36.58万 | 0.03% | 3,790 | 5 | 0.1% | $483 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $37.43万 | 0.03% | 1,892 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $37.71万 | 0.03% | 4,758 | -1,676 | -26.0% | -$13.28万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $38.41万 | 0.03% | 33,989 | -300 | -0.9% | -$3,390 | 减仓 |
| SLV | ISHARES SILVER TRUST | $38.65万 | 0.03% | 5,672 | 615 | 12.2% | $4.19万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $38.69万 | 0.03% | 4,779 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $39.38万 | 0.03% | 2,536 | 1 | 0.0% | $155 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $39.83万 | 0.03% | 8,679 | 75 | 0.9% | $3,442 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $40.27万 | 0.03% | 1,518 | -46,909 | -96.9% | -$1,244.49万 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $41.14万 | 0.03% | 8,980 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $41.14万 | 0.03% | 13,490 | -374 | -2.7% | -$1.14万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $41.36万 | 0.03% | 671 | 92 | 15.9% | $5.67万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $41.39万 | 0.03% | 12,681 | -158 | -1.2% | -$5,157 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $41.76万 | 0.03% | 6,817 | 53 | 0.8% | $3,247 | 加仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $41.89万 | 0.03% | 13,816 | -231 | -1.6% | -$7,004 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $42.91万 | 0.03% | 5,827 | 2,217 | 61.4% | $16.33万 | 加仓 |
| TPG | TPG INC COM CL A | $42.95万 | 0.03% | 10,603 | 350 | 3.4% | $1.42万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $43.73万 | 0.03% | 1,364 | 1 | 0.1% | $321 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $43.86万 | 0.03% | 3,346 | 110 | 3.4% | $1.44万 | 加仓 |
| TGT | TARGET CORP COM | $44.02万 | 0.03% | 3,632 | -531 | -12.8% | -$6.44万 | 减仓 |
| RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | $44.20万 | 0.03% | 8,258 | -4,764 | -36.6% | -$25.50万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $44.30万 | 0.03% | 1,131 | -601 | -34.7% | -$23.54万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $44.56万 | 0.03% | 5,024 | 922 | 22.5% | $8.18万 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $44.69万 | 0.03% | 5,268 | -440 | -7.7% | -$3.73万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $44.83万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $46.60万 | 0.03% | 18,564 | -243 | -1.3% | -$6,099 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $47.87万 | 0.03% | 6,438 | -347 | -5.1% | -$2.58万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $50.24万 | 0.03% | 1,487 | 314 | 26.8% | $10.61万 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $50.63万 | 0.04% | 5,030 | -1,092 | -17.8% | -$10.99万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $50.88万 | 0.04% | 13,447 | -101 | -0.7% | -$3,822 | 减仓 |
| SYY | SYSCO CORP COM | $51.43万 | 0.04% | 7,210 | -108 | -1.5% | -$7,703 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $51.52万 | 0.04% | 6,240 | -3,039 | -32.8% | -$25.09万 | 减仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $51.87万 | 0.04% | 3,426 | -148 | -4.1% | -$2.24万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $51.96万 | 0.04% | 1,331 | 158 | 13.5% | $6.17万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $53.33万 | 0.04% | 2,591 | 47 | 1.8% | $9,674 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $56.12万 | 0.04% | 1,316 | -45 | -3.3% | -$1.92万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $56.14万 | 0.04% | 425 | -28 | -6.2% | -$3.70万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $57.67万 | 0.04% | 1,769 | -112 | -6.0% | -$3.65万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $57.92万 | 0.04% | 2,041 | -92 | -4.3% | -$2.61万 | 减仓 |
| MCD | MCDONALDS CORP COM | $58.12万 | 0.04% | 1,870 | 98 | 5.5% | $3.05万 | 加仓 |
| AMLP | ALERIAN MLP ETF | $58.36万 | 0.04% | 11,087 | -407 | -3.5% | -$2.14万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $58.70万 | 0.04% | 5,858 | -3,420 | -36.9% | -$34.27万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $60.20万 | 0.04% | 6,720 | -152 | -2.2% | -$1.36万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $60.27万 | 0.04% | 17,974 | -645 | -3.5% | -$2.16万 | 减仓 |
| LOW | LOWES COS INC COM | $61.07万 | 0.04% | 2,585 | -139 | -5.1% | -$3.28万 | 减仓 |