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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$294 | 清仓 |
| MOS | MOSAIC CO COM | $0 | 0.00% | 0 | -11 | -100.0% | -$276 | 清仓 |
| MUSA | MURPHY USA INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$253 | 清仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $0 | 0.00% | 0 | -15 | -100.0% | -$249 | 清仓 |
| CFR | CULLEN FROST BANKERS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$246 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$236 | 清仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $0 | 0.00% | 0 | -14 | -100.0% | -$234 | 清仓 |
| FSLR | FIRST SOLAR INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$201 | 清仓 |
| FIVE | FIVE BELOW INC COM | $0 | 0.00% | 0 | -1 | -100.0% | -$192 | 清仓 |
| EL | LAUDER ESTEE COS INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$171 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $0 | 0.00% | 0 | -1 | -100.0% | -$170 | 清仓 |
| MHK | MOHAWK INDS INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$168 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP COM CL A | $0 | 0.00% | 0 | -6 | -100.0% | -$146 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $0 | 0.00% | 0 | -4 | -100.0% | -$138 | 清仓 |
| AS | AMER SPORTS INC COM SHS | $0 | 0.00% | 0 | -4 | -100.0% | -$121 | 清仓 |
| AFRM | AFFIRM HLDGS INC COM CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$93 | 清仓 |
| PTON | PELOTON INTERACTIVE INC CL A COM | $0 | 0.00% | 0 | -15 | -100.0% | -$63 | 清仓 |
| — | CHARGEPOINT HOLDINGS INC COM SHS | $0 | 0.00% | 0 | -12 | -100.0% | -$58 | 清仓 |
| — | SERVICE PPTYS TR COM SH BEN INT | $0 | 0.00% | 0 | -38 | -100.0% | -$51 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED SHS | $0 | 0.00% | 0 | -2 | -100.0% | -$32 | 清仓 |
| — | SEALED AIR CORP NEW COM | $0 | 0.00% | 0 | -1 | -100.0% | -$23 | 清仓 |
| — | KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF | $0 | 0.00% | 0 | -1 | -100.0% | -$16 | 清仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | EVGO INC WT EXP 070126 | $0 | 0.00% | 15 | 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 | FRANKLIN PREMIER INCOME TR SH BEN INT | $1 | 0.00% | 0 | 0 | — | -$1 | 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 |
| SFL | SFL CORPORATION LTD SHS | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $4 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $4 | 0.00% | 17 | 11 | 183.3% | $3 | 加仓 |
| MCHI | ISHARES MSCI CHINA ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $5 | 0.00% | 17 | 11 | 183.3% | $3 | 加仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $6 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $6 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $8 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $8 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $8 | 0.00% | 17 | 11 | 183.3% | $5 | 加仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $9 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TVAL | T. ROWE PRICE VALUE ETF | $10 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| PRG | PROG HOLDINGS INC COM NPV | $12 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $13 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $13 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| BF/B | BROWN FORMAN CORP CL B | $14 | 0.00% | 1 | -18 | -94.7% | -$252 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $14 | 0.00% | 0 | 0 | — | -$14 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $15 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $17 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| ADNT | ADIENT PLC ORD SHS | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $20 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| DLB | DOLBY LABORATORIES INC COM CL A | $21 | 0.00% | 0 | 0 | — | -$24 | 清仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $22 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIGITAL BRANDS GROUP INC COM NEW | $23 | 0.00% | 30 | 30 | — | $23 | 新建仓 |
| NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | $24 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| NIO | NIO INC SPON ADS | $25 | 0.00% | 5 | -233 | -97.9% | -$1,165 | 减仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $27 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $27 | 0.00% | 0 | 0 | — | -$23 | 清仓 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $29 | 0.00% | 0 | 0 | — | -$26 | 清仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $29 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTSI | WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | $36 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC CL A NEW | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC COM | $43 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | $43 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $45 | 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 |
| RMR | RMR GROUP INC CL A | $49 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $56 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION COM NEW | $59 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CEMTREX INC COM | $61 | 0.00% | 20 | 20 | — | $61 | 新建仓 |
| RUM | RUM GROUP INC COM CL A | $63 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR COM NEW | $64 | 0.00% | 38 | 38 | — | $64 | 新建仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | $65 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $71 | 0.00% | 1 | -159 | -99.4% | -$1.13万 | 减仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $73 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP COM | $79 | 0.00% | 21 | -4 | -16.0% | -$15 | 减仓 |
| — | TRX GOLD CORPORATION COM | $83 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $87 | 0.00% | 12 | -125 | -91.2% | -$906 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC COM | $87 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC CL A | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $94 | 0.00% | 1 | -171 | -99.4% | -$1.61万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $96 | 0.00% | 2 | 1 | 100.0% | $48 | 加仓 |
| KDP | KEURIG DR PEPPER INC COM | $98 | 0.00% | 3 | -35 | -92.1% | -$1,143 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $100 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | XWELL INC COM NEW | $101 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $102 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION COM | $112 | 0.00% | 9 | -1,445 | -99.4% | -$1.80万 | 重新持有 |
| — | PARAMOUNT GOLD NEV CORP COM | $114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |