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 |
|---|---|---|---|---|---|---|---|---|
| PNR | PENTAIR PLC SHS | $776 | 0.00% | 9 | 6 | 200.0% | $517 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $782 | 0.00% | 33 | 33 | — | $782 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC COM | $787 | 0.00% | 6 | -9 | -60.0% | -$1,180 | 减仓 |
| AMBA | AMBARELLA INC SHS | $824 | 0.00% | 16 | 16 | — | $824 | 新建仓 |
| BAX | BAXTER INTL INC COM | $840 | 0.00% | 50 | -43 | -46.2% | -$722 | 减仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $845 | 0.00% | 7 | -31 | -81.6% | -$3,742 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $865 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $867 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES HIPS US HIGH INCOME ETF | $867 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $867 | 0.00% | 14 | 14 | — | $867 | 新建仓 |
| HEI/A | HEICO CORP NEW CL A | $874 | 0.00% | 4 | 4 | — | $874 | 新建仓 |
| WAT | WATERS CORP COM | $893 | 0.00% | 3 | 3 | — | $893 | 新建仓 |
| FMB | FIRST TRUST MANAGED MUNICIPAL ETF | $899 | 0.00% | 18 | -10 | -35.7% | -$499 | 减仓 |
| PLUG | PLUG PWR INC COM NEW | $902 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| GGB | GERDAU SA SPON ADR REP PFD | $910 | 0.00% | 252 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS LOCAL DEBT FUND | $911 | 0.00% | 33 | 1 | 3.1% | $28 | 加仓 |
| HBM | HUDBAY MINERALS INC COM | $920 | 0.00% | 44 | 44 | — | $920 | 新建仓 |
| VMD | VIEMED HEALTHCARE INC COM | $921 | 0.00% | 100 | 100 | — | $921 | 新建仓 |
| MTB | M & T BK CORP COM | $921 | 0.00% | 4 | 4 | — | $921 | 新建仓 |
| VSEC | VSE CORP COM | $922 | 0.00% | 5 | 5 | — | $922 | 新建仓 |
| — | AIRSHIP AI HLDGS INC COM | $924 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| OPEN | OPENDOOR TECHNOLOGIES INC COM | $936 | 0.00% | 200 | -30 | -13.0% | -$140 | 减仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $949 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $954 | 0.00% | 7 | -11 | -61.1% | -$1,499 | 减仓 |
| DDD | 3D SYS CORP DEL COM NEW | $957 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| ICOW | PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF | $969 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $975 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $988 | 0.00% | 5 | 5 | — | $988 | 新建仓 |
| KDP | KEURIG DR PEPPER INC COM | $993 | 0.00% | 38 | 35 | 1,166.7% | $915 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $995 | 0.00% | 215 | 4 | 1.9% | $19 | 加仓 |
| USAR | USA RARE EARTH INC COM | $999 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $999 | 0.00% | 7 | 7 | — | $999 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD COM CL A | $1,002 | 0.00% | 100 | 100 | — | $1,002 | 新建仓 |
| YOU | CLEAR SECURE INC COM CL A | $1,010 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC SPONSORED ADR NE | $1,010 | 0.00% | 12 | -124 | -91.2% | -$1.04万 | 重新持有 |
| AAOI | APPLIED OPTOELECTRONICS INC COM | $1,015 | 0.00% | 12 | 12 | — | $1,015 | 新建仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $1,020 | 0.00% | 17 | 1 | 6.2% | $60 | 加仓 |
| R | RYDER SYS INC COM | $1,028 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | PROSHARES VIX SHORT-TERM FUTURES ETF | $1,031 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $1,034 | 0.00% | 137 | 112 | 448.0% | $845 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $1,047 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $1,047 | 0.00% | 7 | 7 | — | $1,047 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC COM | $1,054 | 0.00% | 8 | 8 | — | $1,054 | 新建仓 |
| CLSK | CLEANSPARK INC COM NEW | $1,064 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $1,073 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SSRM | SSR MINING IN COM | $1,087 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1,095 | 0.00% | 23 | -78 | -77.2% | -$3,713 | 减仓 |
| NWSA | NEWS CORP NEW CL A | $1,097 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1,100 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1,108 | 0.00% | 12 | -92 | -88.5% | -$8,495 | 减仓 |
| EAT | BRINKER INTL INC COM | $1,109 | 0.00% | 8 | 8 | — | $1,109 | 新建仓 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $1,113 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | DRAGANFLY INC. COM | $1,119 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $1,140 | 0.00% | 22 | -73 | -76.8% | -$3,783 | 减仓 |
| TTAN | SERVICETITAN INC SHS CL A | $1,142 | 0.00% | 18 | -10 | -35.7% | -$634 | 减仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1,143 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $1,151 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $1,155 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC COM | $1,169 | 0.00% | 12 | 12 | — | $1,169 | 新建仓 |
| FTI | TECHNIPFMC PLC COM | $1,175 | 0.00% | 17 | 17 | — | $1,175 | 新建仓 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $1,182 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $1,183 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $1,188 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $1,204 | 0.00% | 4 | 4 | — | $1,204 | 新建仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $1,212 | 0.00% | 12 | -8 | -40.0% | -$808 | 减仓 |
| MQ | MARQETA INC CLASS A COM | $1,224 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AERO | GRUPO AEROMEXICO SAB DE CV SPONSORED ADS | $1,233 | 0.00% | 88 | 88 | — | $1,233 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $1,238 | 0.00% | 4 | -11 | -73.3% | -$3,404 | 减仓 |
| OKTA | OKTA INC CL A | $1,259 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $1,269 | 0.00% | 44 | 10 | 29.4% | $288 | 加仓 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $1,273 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE & RUBR CO COM | $1,293 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $1,304 | 0.00% | 49 | -46 | -48.4% | -$1,224 | 减仓 |
| — | STRIVE U.S. ENERGY ETF | $1,309 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $1,317 | 0.00% | 28 | -46 | -62.2% | -$2,164 | 减仓 |
| KVUE | KENVUE INC COM | $1,323 | 0.00% | 77 | 56 | 266.7% | $962 | 加仓 |
| ITT | ITT INC COM | $1,334 | 0.00% | 7 | 7 | — | $1,334 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $1,339 | 0.00% | 50 | 30 | 150.0% | $803 | 加仓 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,349 | 0.00% | 12 | -60 | -83.3% | -$6,745 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1,370 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $1,373 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1,399 | 0.00% | 222 | 111 | 100.0% | $700 | 加仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $1,410 | 0.00% | 235 | -69 | -22.7% | -$414 | 减仓 |
| CXT | CRANE NXT CO COM | $1,421 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $1,426 | 0.00% | 65 | 5 | 8.3% | $110 | 加仓 |
| NIO | NIO INC SPON ADS | $1,435 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHS | $1,436 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $1,450 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $1,459 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,465 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC COM PAR $.01 | $1,472 | 0.00% | 9 | 9 | — | $1,472 | 新建仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $1,496 | 0.00% | 34 | 3 | 9.7% | $132 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1,537 | 0.00% | 17 | -110 | -86.6% | -$9,945 | 减仓 |
| — | SCHWAB CRYPTO THEMATIC ETF | $1,559 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $1,603 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,609 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES YIELDBOOST TSLA ETF | $1,623 | 0.00% | 468 | 125 | 36.4% | $433 | 加仓 |
| TRP | TC ENERGY CORP COM | $1,628 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. CL A | $1,661 | 0.00% | 90 | 12 | 15.4% | $221 | 加仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $1,679 | 0.00% | 18 | 0 | 0.0% | — | 不变 |