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 |
|---|---|---|---|---|---|---|---|---|
| RADX | RADIOPHARM THERANOSTICS LTD SPONSORED ADS | $0 | 0.00% | 0 | -10 | -100.0% | -$52 | 清仓 |
| — | HILLENBRAND INC COM | $0 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | EVGO INC WT EXP 070126 | $0 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $1 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $1 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| DIAL | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | ORAGENICS INC COM | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR SH BEN INT | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| SFL | SFL CORPORATION LTD SHS | $2 | 0.00% | 0 | -141 | -100.0% | -$1,102 | 清仓 |
| — | LMP CAP & INCOME FD INC COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | XTI AEROSPACE INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $3 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $4 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| MCHI | ISHARES MSCI CHINA ETF | $5 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $6 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $7 | 0.00% | 0 | -1 | -100.0% | -$106 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $7 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| PRG | PROG HOLDINGS INC COM NPV | $7 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $8 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TVAL | T. ROWE PRICE VALUE ETF | $9 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| — | RED ROBIN GOURMET BURGERS INC COM | $12 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $13 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| — | ELECTRONIC ARTS INC COM | $14 | 0.00% | 0 | 0 | — | — | 清仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $15 | 0.00% | 0 | 0 | — | -$11 | 清仓 |
| FTV | FORTIVE CORP COM | $16 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| — | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF | $16 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $20 | 0.00% | 0 | -25 | -100.0% | -$1,270 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $20 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ADNT | ADIENT PLC ORD SHS | $20 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | $21 | 0.00% | 0 | -134 | -100.0% | -$7,367 | 清仓 |
| — | ORION PROPERTIES INC COM | $21 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $21 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $23 | 0.00% | 0 | 0 | — | -$24 | 清仓 |
| — | SEALED AIR CORP NEW COM | $23 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $24 | 0.00% | 0 | -100 | -100.0% | -$6,448 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $24 | 0.00% | 14 | -15 | -51.7% | -$26 | 减仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $25 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $26 | 0.00% | 1 | -10 | -90.9% | -$260 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $26 | 0.00% | 0 | 0 | — | -$26 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $29 | 0.00% | 1 | -99 | -99.0% | -$2,871 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $32 | 0.00% | 2 | 2 | — | $32 | 新建仓 |
| NTSI | WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | $34 | 0.00% | 1 | -109 | -99.1% | -$3,706 | 减仓 |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | $34 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $35 | 0.00% | 1 | -1,800 | -99.9% | -$6.30万 | 减仓 |
| GRND | GRINDR INC COM | $36 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RMR | RMR GROUP INC CL A | $37 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $38 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $39 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | $40 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC CL A NEW | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $42 | 0.00% | 3 | -100 | -97.1% | -$1,400 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $49 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR COM SH BEN INT | $51 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RUM | RUMBLE INC COM CL A | $51 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $51 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $54 | 0.00% | 1 | -37 | -97.4% | -$1,998 | 减仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $58 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $59 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $60 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PFFA | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $62 | 0.00% | 3 | -274 | -98.9% | -$5,663 | 减仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $63 | 0.00% | 15 | 15 | — | $63 | 新建仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $75 | 0.00% | 1 | -9 | -90.0% | -$675 | 减仓 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $77 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| INFU | INFUSYSTEM HLDGS INC COM | $83 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $93 | 0.00% | 2 | 2 | — | $93 | 新建仓 |
| — | WISDOMTREE EMERGING MARKETS EFFICIENT CORE FUND | $97 | 0.00% | 2 | -44 | -95.7% | -$2,134 | 减仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $100 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | PUTNAM BDC INCOME ETF | $110 | 0.00% | 4 | 4 | — | $110 | 新建仓 |
| — | XWELL INC COM NEW | $112 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP COM | $113 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $121 | 0.00% | 4 | 4 | — | $121 | 新建仓 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $122 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $123 | 0.00% | 7 | 7 | — | $123 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $124 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC SHS | $131 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $135 | 0.00% | 10 | 10 | — | $135 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES COM | $138 | 0.00% | 12 | -2 | -14.3% | -$23 | 减仓 |
| ACWI | ISHARES MSCI ACWI ETF | $138 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $138 | 0.00% | 4 | 4 | — | $138 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $146 | 0.00% | 6 | 6 | — | $146 | 新建仓 |
| — | TRX GOLD CORPORATION COM | $150 | 0.00% | 100 | 100 | — | $150 | 新建仓 |
| MNA | NYLI MERGER ARBITRAGE ETF | $152 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC COM | $161 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | PARAMOUNT GOLD NEV CORP COM | $166 | 0.00% | 100 | 100 | — | $166 | 新建仓 |
| — | STEM INC COM NEW | $168 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC COM | $168 | 0.00% | 2 | 2 | — | $168 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $170 | 0.00% | 1 | 1 | — | $170 | 新建仓 |
| EL | LAUDER ESTEE COS INC CL A | $171 | 0.00% | 2 | 2 | — | $171 | 新建仓 |
| — | NEOS MLP & ENERGY INFRASTRUCTURE HIGH INCOME ETF | $172 | 0.00% | 3 | 3 | — | $172 | 新建仓 |