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 |
|---|---|---|---|---|---|---|---|---|
| VMC | VULCAN MATLS CO COM | $58.97万 | 0.04% | 1,999 | -438 | -18.0% | -$12.92万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $59.08万 | 0.04% | 4,748 | -1,165 | -19.7% | -$14.50万 | 减仓 |
| LOW | LOWES COS INC COM | $60.46万 | 0.04% | 2,742 | 157 | 6.1% | $3.46万 | 加仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $60.89万 | 0.04% | 2,473 | -118 | -4.6% | -$2.91万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $61.02万 | 0.04% | 7,383 | 5,935 | 409.9% | $49.05万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $61.07万 | 0.04% | 6,730 | 36 | 0.5% | $3,267 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $62.29万 | 0.04% | 5,016 | -248 | -4.7% | -$3.08万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $65.87万 | 0.04% | 1,261 | -900 | -41.6% | -$47.02万 | 减仓 |
| GEV | GE VERNOVA INC COM | $66.50万 | 0.04% | 566 | -136 | -19.4% | -$15.98万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $66.96万 | 0.04% | 6,553 | -167 | -2.5% | -$1.71万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $67.20万 | 0.04% | 6,464 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC COM | $68.04万 | 0.04% | 2,284 | 100 | 4.6% | $2.98万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $68.10万 | 0.04% | 16,084 | -1,050 | -6.1% | -$4.45万 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $68.29万 | 0.04% | 9,051 | -507 | -5.3% | -$3.83万 | 减仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $68.70万 | 0.04% | 13,109 | -2,797 | -17.6% | -$14.66万 | 减仓 |
| TPG | TPG INC COM CL A | $69.39万 | 0.04% | 17,113 | 6,510 | 61.4% | $26.40万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $73.13万 | 0.05% | 758 | -373 | -33.0% | -$35.99万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $73.23万 | 0.05% | 12,852 | -1,081 | -7.8% | -$6.16万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $73.59万 | 0.05% | 1,969 | -72 | -3.5% | -$2.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $74.71万 | 0.05% | 1,490 | -97 | -6.1% | -$4.86万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $80.17万 | 0.05% | 403 | -22 | -5.2% | -$4.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $85.05万 | 0.05% | 5,800 | 92 | 1.6% | $1.35万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $86.98万 | 0.05% | 2,609 | -83,562 | -97.0% | -$2,785.85万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $87.35万 | 0.05% | 5,270 | 5 | 0.1% | $829 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $87.97万 | 0.05% | 2,010 | -6 | -0.3% | -$2,626 | 减仓 |
| SYK | STRYKER CORPORATION COM | $91.54万 | 0.06% | 2,908 | -225 | -7.2% | -$7.08万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $91.64万 | 0.06% | 27,081 | 1,110 | 4.3% | $3.76万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | $92.26万 | 0.06% | 64,160 | -24,156 | -27.4% | -$34.74万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $93.90万 | 0.06% | 6,331 | 59 | 0.9% | $8,750 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $94.35万 | 0.06% | 1,837 | 27 | 1.5% | $1.39万 | 加仓 |
| DE | DEERE & CO COM | $94.78万 | 0.06% | 1,494 | -38 | -2.5% | -$2.41万 | 减仓 |
| ETR | ENTERGY CORP NEW COM | $95.58万 | 0.06% | 8,321 | -28 | -0.3% | -$3,216 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $98.06万 | 0.06% | 1,285 | -46 | -3.5% | -$3.51万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $99.23万 | 0.06% | 4,452 | -88 | -1.9% | -$1.96万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $100.38万 | 0.06% | 5,269 | -171 | -3.1% | -$3.26万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $103.86万 | 0.06% | 37,644 | 0 | 0.0% | — | 不变 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $106.35万 | 0.07% | 10,701 | 1,564 | 17.1% | $15.54万 | 加仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $108.19万 | 0.07% | 21,472 | 556 | 2.7% | $2.80万 | 加仓 |
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | $110.15万 | 0.07% | 2,977 | 1,043 | 53.9% | $38.59万 | 加仓 |
| VTV | VANGUARD MORNINGSTAR VALUE ETF | $111.10万 | 0.07% | 5,098 | 190 | 3.9% | $4.14万 | 加仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $111.19万 | 0.07% | 10,444 | -1,490 | -12.5% | -$15.86万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $114.27万 | 0.07% | 16,802 | -370 | -2.2% | -$2.52万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $120.78万 | 0.07% | 1,046 | -441 | -29.7% | -$50.92万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $121.09万 | 0.07% | 5,066 | -2,633 | -34.2% | -$62.93万 | 减仓 |
| CAT | CATERPILLAR INC COM | $121.44万 | 0.08% | 1,140 | -43 | -3.6% | -$4.58万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $124.42万 | 0.08% | 5,848 | -659 | -10.1% | -$14.02万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $125.22万 | 0.08% | 5,781 | 4,792 | 484.5% | $103.79万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $126.67万 | 0.08% | 38,051 | -2,463 | -6.1% | -$8.20万 | 减仓 |
| HD | HOME DEPOT INC COM | $127.55万 | 0.08% | 3,617 | -141 | -3.8% | -$4.97万 | 减仓 |
| VST | VISTRA CORP COM | $128.22万 | 0.08% | 8,083 | -100 | -1.2% | -$1.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $134.01万 | 0.08% | 5,276 | 199 | 3.9% | $5.05万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $135.04万 | 0.08% | 1,868 | -50 | -2.6% | -$3.61万 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $139.91万 | 0.09% | 16,889 | 301 | 1.8% | $2.49万 | 加仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $140.42万 | 0.09% | 14,848 | 144 | 1.0% | $1.36万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $143.69万 | 0.09% | 3,509 | -22 | -0.6% | -$9,009 | 减仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $143.75万 | 0.09% | 27,076 | 26,504 | 4,633.6% | $140.71万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $144.57万 | 0.09% | 19,145 | -1,487 | -7.2% | -$11.23万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $146.24万 | 0.09% | 3,712 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $151.29万 | 0.09% | 12,880 | -685 | -5.0% | -$8.05万 | 减仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $152.71万 | 0.09% | 16,354 | -2,011 | -11.0% | -$18.78万 | 减仓 |
| PRK | PARK NATL CORP COM | $153.42万 | 0.09% | 8,384 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP COM | $154.93万 | 0.10% | 147,553 | -492 | -0.3% | -$5,166 | 减仓 |
| AAON | AAON INC COM PAR $0.004 | $157.68万 | 0.10% | 12,430 | -3,062 | -19.8% | -$38.84万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $161.41万 | 0.10% | 13,565 | -1,584 | -10.5% | -$18.85万 | 减仓 |
| IESC | IES HOLDINGS INC COM | $163.46万 | 0.10% | 2,225 | -15 | -0.7% | -$1.10万 | 减仓 |
| MRK | MERCK & CO INC COM | $166.72万 | 0.10% | 12,974 | 3,392 | 35.4% | $43.59万 | 加仓 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $169.75万 | 0.11% | 35,224 | -6,565 | -15.7% | -$31.64万 | 减仓 |
| USFD | US FOODS HLDG CORP COM | $171.15万 | 0.11% | 16,738 | -11 | -0.1% | -$1,125 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $174.42万 | 0.11% | 1,864 | 10 | 0.5% | $9,357 | 加仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $180.55万 | 0.11% | 17,649 | -1,009 | -5.4% | -$10.32万 | 减仓 |
| SOXX | ISHARES TR ISHARES SEMICDTR | $184.86万 | 0.11% | 2,885 | 0 | 0.0% | — | 不变 |
| SCHW | CHARLES SCHWAB CORP (THE) COM | $186.65万 | 0.12% | 20,229 | -14,798 | -42.2% | -$136.54万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $192.76万 | 0.12% | 16,522 | 650 | 4.1% | $7.58万 | 加仓 |
| VUG | VANGUARD MORNINGSTAR GROWTH ETF | $194.99万 | 0.12% | 22,637 | -2,017 | -8.2% | -$17.37万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $198.66万 | 0.12% | 7,806 | 7,767 | 19,915.4% | $197.67万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $200.32万 | 0.12% | 7,694 | -38 | -0.5% | -$9,894 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $201.33万 | 0.12% | 2,931 | -315 | -9.7% | -$21.64万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $208.51万 | 0.13% | 188,529 | -8,800 | -4.5% | -$9.73万 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $210.15万 | 0.13% | 21,231 | -3,302 | -13.5% | -$32.68万 | 减仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $215.55万 | 0.13% | 84,465 | 9,043 | 12.0% | $23.08万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $217.87万 | 0.13% | 13,787 | -43 | -0.3% | -$6,795 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $220.91万 | 0.14% | 203,227 | -8,108 | -3.8% | -$8.81万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $223.59万 | 0.14% | 185,861 | -12,200 | -6.2% | -$14.68万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $237.64万 | 0.15% | 4,784 | -274 | -5.4% | -$13.61万 | 减仓 |
| V | VISA INC COM CL A | $239.71万 | 0.15% | 6,987 | -454 | -6.1% | -$15.58万 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $241.92万 | 0.15% | 54,535 | 19 | 0.0% | $843 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $243.15万 | 0.15% | 25,176 | 1,165 | 4.9% | $11.25万 | 加仓 |
| MS | MORGAN STANLEY COM NEW | $246.73万 | 0.15% | 11,803 | 6,113 | 107.4% | $127.79万 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $250.32万 | 0.15% | 10,579 | -141 | -1.3% | -$3.34万 | 减仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $252.54万 | 0.16% | 33,722 | -443,407 | -92.9% | -$3,320.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $254.40万 | 0.16% | 5,084 | 13 | 0.3% | $6,505 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $257.65万 | 0.16% | 1,300 | -5 | -0.4% | -$9,910 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $265.67万 | 0.16% | 30,231 | -688 | -2.2% | -$6.05万 | 减仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $268.44万 | 0.17% | 53,314 | 1,948 | 3.8% | $9.81万 | 加仓 |
| NFLX | NETFLIX INC. COM | $277.75万 | 0.17% | 38,900 | 5,561 | 16.7% | $39.71万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $283.38万 | 0.18% | 39,054 | -213 | -0.5% | -$1.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $285.74万 | 0.18% | 6,594 | -196 | -2.9% | -$8.49万 | 减仓 |
| ETN | EATON CORP PLC SHS | $286.56万 | 0.18% | 6,725 | 883 | 15.1% | $37.63万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $294.57万 | 0.18% | 20,585 | -1,375 | -6.3% | -$19.68万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $310.35万 | 0.19% | 61,371 | 9,690 | 18.7% | $49.00万 | 加仓 |