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 |
|---|---|---|---|---|---|---|---|---|
| AEHR | AEHR TEST SYS COM | $961 | 0.00% | 10 | 10 | — | $961 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC COMMON CLASS A | $968 | 0.00% | 100 | 100 | — | $968 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC SPONSORED ADR | $971 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $977 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL COM | $987 | 0.00% | 13 | -110 | -89.4% | -$8,352 | 减仓 |
| ASPN | ASPEN AEROGELS INC COM | $989 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC COM | $993 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE ACT | $1,011 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JHMD | JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $1,021 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $1,036 | 0.00% | 14 | 4 | 40.0% | $296 | 加仓 |
| SSRM | SSR MINING IN COM | $1,046 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | JET AI INC COM | $1,050 | 0.00% | 129 | 129 | — | $1,050 | 新建仓 |
| VELO | VELO3D INC COM NEW | $1,053 | 0.00% | 60 | 60 | — | $1,053 | 新建仓 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $1,060 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $1,066 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC COM NEW | $1,081 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $1,089 | 0.00% | 9 | -1 | -10.0% | -$121 | 重新持有 |
| POWI | POWER INTEGRATIONS INC COM | $1,089 | 0.00% | 13 | 13 | — | $1,089 | 新建仓 |
| NWSA | NEWS CORP NEW CL A | $1,093 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $1,093 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS INC CL A | $1,101 | 0.00% | 300 | 300 | — | $1,101 | 新建仓 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $1,103 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | STRIVE U.S. ENERGY ETF | $1,111 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| LQDH | ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF | $1,118 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS COM | $1,119 | 0.00% | 3 | 3 | — | $1,119 | 新建仓 |
| WAT | WATERS CORP COM | $1,125 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| VMD | VIEMED HEALTHCARE INC COM | $1,140 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $1,142 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP COM | $1,143 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $1,148 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| HUT | HUT 8 CORP COM | $1,154 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $1,159 | 0.00% | 16 | 16 | — | $1,159 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $1,164 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC COM CL A | $1,166 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | PUTNAM BDC INCOME ETF | $1,200 | 0.00% | 44 | 40 | 1,000.0% | $1,091 | 加仓 |
| PCAR | PACCAR INC COM | $1,201 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES MSCI CANADA ETF | $1,210 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $1,213 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC CL A COM | $1,218 | 0.00% | 300 | 300 | — | $1,218 | 新建仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $1,233 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | DRAGANFLY INC. COM | $1,236 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $1,253 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES GLOBAL INFRASTRUCTURE ETF | $1,265 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC SHS CL A | $1,273 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,276 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC COM | $1,308 | 0.00% | 955 | -20 | -2.1% | -$27 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1,318 | 0.00% | 7 | -3 | -30.0% | -$565 | 减仓 |
| RWX | STATE STREET SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF | $1,323 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $1,330 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CYH | COMMUNITY HEALTH SYS INC NEW COM | $1,349 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| — | REX DRONE ETF | $1,351 | 0.00% | 60 | 30 | 100.0% | $676 | 加仓 |
| RWR | STATE STREET SPDR DOW JONES REIT ETF | $1,356 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC COM | $1,424 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD ORD | $1,459 | 0.00% | 9 | 9 | — | $1,459 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1,464 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| QQQE | DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF | $1,464 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHS | $1,535 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL COM NEW | $1,537 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES YIELDBOOST TSLA ETF | $1,579 | 0.00% | 67 | 67 | — | $1,579 | 新建仓 |
| AERO | GRUPO AEROMEXICO SAB DE CV SPONSORED ADS | $1,584 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC COM | $1,585 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| ARKQ | ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $1,587 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP CL A ORD SHS | $1,587 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $1,628 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $1,631 | 0.00% | 30 | -3 | -9.1% | -$163 | 减仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,667 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC COM | $1,688 | 0.00% | 19 | 19 | — | $1,688 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $1,695 | 0.00% | 47 | -9 | -16.1% | -$325 | 减仓 |
| TRP | TC ENERGY CORP COM | $1,724 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $1,742 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $1,759 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO COM | $1,791 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $1,806 | 0.00% | 24 | -16 | -40.0% | -$1,204 | 减仓 |
| CPNG | COUPANG INC CL A | $1,806 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $1,858 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MTUS | METALLUS INC COM | $1,869 | 0.00% | 100 | 100 | — | $1,869 | 新建仓 |
| PPL | PPL CORP COM | $1,890 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $1,891 | 0.00% | 20 | 6 | 42.9% | $567 | 加仓 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $1,936 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $1,936 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP COM NEW | $1,962 | 0.00% | 4 | -199 | -98.0% | -$9.76万 | 减仓 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $1,969 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP COM | $1,969 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ELMT | ELMET GROUP CO (THE) COMMON STOCK | $1,974 | 0.00% | 100 | 100 | — | $1,974 | 新建仓 |
| GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | $2,005 | 0.00% | 36 | 36 | — | $2,005 | 新建仓 |
| MUX | MCEWEN INC. COM NEW | $2,012 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $2,016 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | $2,022 | 0.00% | 34 | 34 | — | $2,022 | 新建仓 |
| DXYZ | DESTINY TECH100 INC COM SHS | $2,061 | 0.00% | 80 | 30 | 60.0% | $773 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $2,082 | 0.00% | 72 | -875 | -92.4% | -$2.53万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $2,084 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $2,087 | 0.00% | 28 | -30 | -51.7% | -$2,236 | 减仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $2,096 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $2,099 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $2,100 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC COM NEW | $2,128 | 0.00% | 700 | 700 | — | $2,128 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $2,130 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $2,141 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| AXTI | AXT INC COM | $2,162 | 0.00% | 30 | 30 | — | $2,162 | 新建仓 |
| PATH | UIPATH INC CL A | $2,174 | 0.00% | 200 | 0 | 0.0% | — | 不变 |