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 |
|---|---|---|---|---|---|---|---|---|
| OKTA | OKTA INC CL A | $2,183 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $2,192 | 0.00% | 35 | 35 | — | $2,192 | 新建仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $2,205 | 0.00% | 18 | -18 | -50.0% | -$2,205 | 减仓 |
| SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | $2,214 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $2,219 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| — | NEONC TECHNOLOGIES HLDGS INC COM | $2,229 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC COM | $2,240 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $2,260 | 0.00% | 212 | 12 | 6.0% | $128 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $2,290 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | RED ROBIN GOURMET BURGERS INC COM | $2,397 | 0.00% | 300 | 296 | 7,400.0% | $2,365 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $2,420 | 0.00% | 88 | 53 | 151.4% | $1,458 | 加仓 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $2,423 | 0.00% | 48 | 1 | 2.1% | $50 | 加仓 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $2,429 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $2,447 | 0.00% | 67 | -123 | -64.7% | -$4,492 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $2,452 | 0.00% | 10 | 10 | — | $2,452 | 新建仓 |
| — | EXPRO LTD ORD SHS | $2,452 | 0.00% | 166 | 166 | — | $2,452 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $2,480 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP COM | $2,512 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,518 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | ATLAS LITHIUM CORP COM NEW | $2,528 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $2,563 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL BOND ETF | $2,593 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2,596 | 0.00% | 28 | -2 | -6.7% | -$185 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD SHS NEW | $2,606 | 0.00% | 10 | 10 | — | $2,606 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $2,662 | 0.00% | 200 | 100 | 100.0% | $1,331 | 加仓 |
| VICI | VICI PPTYS INC COM | $2,722 | 0.00% | 103 | 2 | 2.0% | $53 | 加仓 |
| UFO | PROCURE SPACE ETF | $2,736 | 0.00% | 54 | 54 | — | $2,736 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $2,760 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $2,785 | 0.00% | 20 | 20 | — | $2,785 | 新建仓 |
| BPOP | POPULAR INC COM NEW | $2,791 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP COM | $2,800 | 0.00% | 700 | 700 | — | $2,800 | 新建仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2,837 | 0.00% | 8 | 8 | — | $2,837 | 新建仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $2,925 | 0.00% | 145 | 145 | — | $2,925 | 新建仓 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | $2,933 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP COM | $2,956 | 0.00% | 64 | -86 | -57.3% | -$3,972 | 减仓 |
| LADR | LADDER CAP CORP CL A | $2,985 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP COM CL A | $3,027 | 0.00% | 10 | 10 | — | $3,027 | 新建仓 |
| IR | INGERSOLL RAND INC COM | $3,034 | 0.00% | 37 | -40 | -51.9% | -$3,280 | 减仓 |
| — | PROSHARES ETHER ETF | $3,055 | 0.00% | 159 | -133 | -45.5% | -$2,555 | 减仓 |
| — | TRUTH SOCIAL AMERICAN ENERGY SECURITY ETF | $3,064 | 0.00% | 101 | 1 | 1.0% | $30 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $3,068 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $3,104 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $3,111 | 0.00% | 16 | 16 | — | $3,111 | 新建仓 |
| — | STATE STREET SPDR S&P HEALTH CARE EQUIPMENT ETF | $3,117 | 0.00% | 37 | 37 | — | $3,117 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $3,125 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD COM | $3,148 | 0.00% | 50 | -8 | -13.8% | -$504 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP COM | $3,172 | 0.00% | 187 | 187 | — | $3,172 | 新建仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $3,212 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $3,221 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $3,243 | 0.00% | 99 | -10 | -9.2% | -$328 | 减仓 |
| USRT | ISHARES CORE U.S. REIT ETF | $3,256 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $3,267 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC COM | $3,301 | 0.00% | 20 | 20 | — | $3,301 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $3,326 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $3,347 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| OIH | VANECK OIL SERVICES ETF | $3,348 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $3,373 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $3,382 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $3,395 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $3,412 | 0.00% | 306 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $3,443 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $3,458 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC COM NEW | $3,485 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $3,488 | 0.00% | 15 | -3 | -16.7% | -$698 | 减仓 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $3,490 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $3,492 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $3,500 | 0.00% | 21 | -23 | -52.3% | -$3,833 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC COM | $3,519 | 0.00% | 28 | -20 | -41.7% | -$2,514 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $3,532 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $3,580 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $3,587 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $3,623 | 0.00% | 8 | -2 | -20.0% | -$906 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $3,625 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $3,644 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $3,652 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC COM SHS | $3,663 | 0.00% | 275 | 275 | — | $3,663 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $3,724 | 0.00% | 78 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC CLASS A COM NEW | $3,726 | 0.00% | 10 | 4 | 66.7% | $1,490 | 重新持有 |
| CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | $3,750 | 0.00% | 38 | 20 | 111.1% | $1,974 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK | $3,775 | 0.00% | 25 | 25 | — | $3,775 | 新建仓 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $3,777 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD COM SHS | $3,789 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $3,799 | 0.00% | 191 | 191 | — | $3,799 | 新建仓 |
| ARTY | ISHARES FUTURE AI & TECH ETF | $3,810 | 0.00% | 50 | 50 | — | $3,810 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $3,819 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP COM | $3,824 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG NAMEN AKT | $3,849 | 0.00% | 114 | 114 | — | $3,849 | 新建仓 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $3,859 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION CL A | $3,890 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $3,927 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC COM | $3,968 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | $4,003 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $4,015 | 0.00% | 9 | -3 | -25.0% | -$1,338 | 减仓 |
| — | COMPX INTL INC CL A | $4,109 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $4,130 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $4,134 | 0.00% | 214 | 211 | 7,033.3% | $4,076 | 加仓 |
| ROKU | ROKU INC COM CL A | $4,144 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD SHS | $4,160 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $4,162 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $4,164 | 0.00% | 200 | 0 | 0.0% | — | 不变 |