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 |
|---|---|---|---|---|---|---|---|---|
| — | SOLITARIO RESOURCES CORP COM | $177 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $180 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD SHS | $190 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $192 | 0.00% | 1 | 1 | — | $192 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $196 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | VIVANI MEDICAL INC COMMON STOCK | $196 | 0.00% | 196 | 196 | — | $196 | 新建仓 |
| MTA | METALLA RTY & STREAMING LTD COM NEW | $199 | 0.00% | 30 | 30 | — | $199 | 新建仓 |
| FSLR | FIRST SOLAR INC COM | $201 | 0.00% | 1 | 1 | — | $201 | 新建仓 |
| — | TEUCRIUM SUGAR FUND | $209 | 0.00% | 20 | 20 | — | $209 | 新建仓 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $211 | 0.00% | 18 | -13 | -41.9% | -$152 | 减仓 |
| NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | $218 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $219 | 0.00% | 90 | -2 | -2.2% | -$5 | 减仓 |
| FMDE | FIDELITY ENHANCED MID CAP ETF | $222 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC COM | $233 | 0.00% | 2 | 2 | — | $233 | 新建仓 |
| AEO | AMERICAN EAGLE OUTFITTERS INC COM | $234 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $236 | 0.00% | 1 | 1 | — | $236 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC COM | $246 | 0.00% | 2 | 2 | — | $246 | 新建仓 |
| RH | RH COM | $247 | 0.00% | 2 | 1 | 100.0% | $124 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC COM | $249 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $253 | 0.00% | 1 | 1 | — | $253 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $259 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $267 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NEOS BITCOIN HIGH INCOME ETF | $272 | 0.00% | 8 | 8 | — | $272 | 新建仓 |
| MOS | MOSAIC CO COM | $276 | 0.00% | 11 | 11 | — | $276 | 新建仓 |
| LEN | LENNAR CORP CL A | $294 | 0.00% | 3 | 3 | — | $294 | 新建仓 |
| RKT | ROCKET COS INC COM CL A | $299 | 0.00% | 21 | 21 | — | $299 | 新建仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $301 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | SYSTEM1 INC CL A COM | $302 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $311 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC COM | $312 | 0.00% | 5 | 5 | — | $312 | 新建仓 |
| — | TSCAN THERAPEUTICS INC COM | $314 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| — | BLUEROCK HOMES TRUST INC COM CL A | $318 | 0.00% | 28 | -42 | -60.0% | -$477 | 减仓 |
| JPME | JPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $344 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $347 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ULTRASHORT DOW30 | $352 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $360 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD SHS | $369 | 0.00% | 2 | 2 | — | $369 | 新建仓 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $372 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC COM SHS | $381 | 0.00% | 4 | 4 | — | $381 | 新建仓 |
| TPR | TAPESTRY INC COM | $385 | 0.00% | 3 | 3 | — | $385 | 新建仓 |
| DOX | AMDOCS LTD SHS | $387 | 0.00% | 6 | 6 | — | $387 | 新建仓 |
| OXLC | OXFORD LANE CAP CORP COM | $391 | 0.00% | 40 | 40 | — | $391 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $404 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $410 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD LONG-TERM BOND ETF | $413 | 0.00% | 6 | -8 | -57.1% | -$551 | 减仓 |
| HRB | BLOCK H & R INC COM | $416 | 0.00% | 13 | 13 | — | $416 | 新建仓 |
| RR | RICHTECH ROBOTICS INC CL B | $418 | 0.00% | 200 | 200 | — | $418 | 新建仓 |
| — | AVANOS MED INC COM | $420 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $435 | 0.00% | 2 | 2 | — | $435 | 新建仓 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $437 | 0.00% | 77 | -237 | -75.5% | -$1,345 | 减仓 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $437 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $440 | 0.00% | 0 | 0 | — | — | 清仓 |
| FWDI | FORWARD INDUSTRIES INC COM NEW | $443 | 0.00% | 100 | 100 | — | $443 | 新建仓 |
| CCK | CROWN HLDGS INC COM | $447 | 0.00% | 4 | 4 | — | $447 | 新建仓 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $450 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $460 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC COM | $464 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $465 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $469 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | VISIONWAVE HOLDINGS INC COM | $474 | 0.00% | 100 | 100 | — | $474 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $480 | 0.00% | 8 | 8 | — | $480 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC COM | $485 | 0.00% | 5 | 5 | — | $485 | 新建仓 |
| BF/B | BROWN FORMAN CORP CL B | $497 | 0.00% | 19 | 18 | 1,800.0% | $471 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $499 | 0.00% | 4 | 4 | — | $499 | 新建仓 |
| IQV | IQVIA HLDGS INC COM | $512 | 0.00% | 3 | -4 | -57.1% | -$683 | 重新持有 |
| — | NUVALENT INC COM | $512 | 0.00% | 5 | 5 | — | $512 | 新建仓 |
| ASPN | ASPEN AEROGELS INC COM | $534 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE OPER CO COM | $542 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION COM SHS | $542 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $547 | 0.00% | 3 | 3 | — | $547 | 新建仓 |
| BIO | BIO RAD LABS INC CL A | $558 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC COM CL A | $559 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| — | MICROVISION INC DEL COM NEW | $561 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $567 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $578 | 0.00% | 2 | 2 | — | $578 | 新建仓 |
| MAT | MATTEL INC COM | $581 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC COM | $594 | 0.00% | 32 | 32 | — | $594 | 新建仓 |
| ELF | E L F BEAUTY INC COM | $606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $620 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $622 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP COM | $630 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC COM | $631 | 0.00% | 9 | -39 | -81.2% | -$2,734 | 减仓 |
| ACCO | ACCO BRANDS CORP COM | $633 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $635 | 0.00% | 150 | 150 | — | $635 | 新建仓 |
| MELI | MERCADOLIBRE INC COM | $640 | 0.00% | 0 | -2 | -100.0% | -$4,029 | 清仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $640 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC COM | $640 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $647 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | PALLADYNE AI CORP COM NEW | $668 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $671 | 0.00% | 4 | 1 | 33.3% | $168 | 加仓 |
| CBRE | CBRE GROUP INC CL A | $677 | 0.00% | 5 | 5 | — | $677 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $685 | 0.00% | 8 | 8 | — | $685 | 新建仓 |
| — | RANGE GLOBAL COAL INDEX ETF | $686 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $687 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD SHS | $696 | 0.00% | 3 | -147 | -98.0% | -$3.41万 | 减仓 |
| — | REX DRONE ETF | $718 | 0.00% | 30 | 20 | 200.0% | $479 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $737 | 0.00% | 11 | 3 | 37.5% | $201 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $745 | 0.00% | 3 | 3 | — | $745 | 新建仓 |
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $750 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CORP COM | $759 | 0.00% | 8 | 0 | 0.0% | — | 不变 |