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 |
|---|---|---|---|---|---|---|---|---|
| — | MEDIWOUND LTD SHS NEW | $4,204 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC COM | $4,219 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $4,227 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $4,228 | 0.00% | 47 | -49 | -51.0% | -$4,408 | 减仓 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $4,336 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS COM SH BEN INT | $4,351 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $4,387 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PPTY GROUP INC NEW COM | $4,473 | 0.00% | 20 | -2 | -9.1% | -$447 | 减仓 |
| KR | KROGER CO COM | $4,498 | 0.00% | 81 | 44 | 118.9% | $2,443 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC COM | $4,507 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $4,593 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $4,616 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP COM | $4,693 | 0.00% | 40 | 40 | — | $4,693 | 新建仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $4,702 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $4,709 | 0.00% | 316 | 16 | 5.3% | $238 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $4,723 | 0.00% | 314 | -155 | -33.0% | -$2,331 | 减仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,741 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP COM | $4,779 | 0.00% | 4 | 4 | — | $4,779 | 新建仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $4,828 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $4,838 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $4,870 | 0.00% | 41 | 41 | — | $4,870 | 新建仓 |
| CVNA | CARVANA CO CL A | $4,871 | 0.00% | 74 | -11 | -12.9% | -$724 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $4,897 | 0.00% | 94 | 1 | 1.1% | $52 | 加仓 |
| FTI | TECHNIPFMC PLC COM | $4,906 | 0.00% | 74 | 57 | 335.3% | $3,779 | 加仓 |
| D | DOMINION ENERGY INC COM | $4,917 | 0.00% | 72 | 4 | 5.9% | $273 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $4,938 | 0.00% | 206 | 5 | 2.5% | $120 | 加仓 |
| — | PGIM FLOATING RATE INCOME ETF | $4,944 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $4,998 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $5,001 | 0.00% | 536 | -51 | -8.7% | -$476 | 减仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $5,018 | 0.00% | 4 | 4 | — | $5,018 | 新建仓 |
| AMCR | AMCOR PLC COM NEW | $5,029 | 0.00% | 116 | -26 | -18.3% | -$1,127 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $5,049 | 0.00% | 100 | -150 | -60.0% | -$7,574 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $5,075 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC COM | $5,081 | 0.00% | 21 | -6 | -22.2% | -$1,452 | 减仓 |
| EFOR | EVERFORTH INC COM | $5,093 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $5,158 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| — | SOLANA ETF | $5,166 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC COM NEW | $5,200 | 0.00% | 1,000 | 1,000 | — | $5,200 | 新建仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $5,209 | 0.00% | 292 | 292 | — | $5,209 | 新建仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $5,240 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $5,380 | 0.00% | 573 | 46 | 8.7% | $432 | 加仓 |
| STNE | STONECO LTD COM CL A | $5,453 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $5,456 | 0.00% | 581 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC COM | $5,468 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC COM | $5,470 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $5,473 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES CSI CHINA INTERNET ETF | $5,481 | 0.00% | 224 | 224 | — | $5,481 | 新建仓 |
| — | TAYLOR MORRISON HOME CORP COM | $5,524 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC COM | $5,546 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $5,557 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| — | WESTERN COPPER & GOLD CORP COM | $5,600 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $5,600 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| UMI | USCF MIDSTREAM ENERGY INCOME FUND ETF | $5,707 | 0.00% | 97 | -61 | -38.6% | -$3,589 | 减仓 |
| HBM | HUDBAY MINERALS INC COM | $5,714 | 0.00% | 242 | 198 | 450.0% | $4,675 | 加仓 |
| SNY | SANOFI SA SPONSORED ADR | $5,716 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $5,728 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $5,759 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $5,827 | 0.00% | 124 | -22 | -15.1% | -$1,034 | 减仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5,856 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $5,878 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $5,907 | 0.00% | 88 | -24 | -21.4% | -$1,611 | 减仓 |
| WINA | WINMARK CORP COM | $5,923 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC ORDINARY SHARES | $5,923 | 0.00% | 141 | 141 | — | $5,923 | 新建仓 |
| ING | ING GROEP N.V. SPONSORED ADR | $5,931 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| DPG | DUFF & PHELPS UTLITY AND INFST COM | $5,936 | 0.00% | 400 | -1,300 | -76.5% | -$1.93万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $5,983 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $6,022 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $6,093 | 0.00% | 319 | -1 | -0.3% | -$19 | 减仓 |
| MRNA | MODERNA INC COM | $6,093 | 0.00% | 87 | -50 | -36.5% | -$3,502 | 减仓 |
| CPRT | COPART INC COM | $6,145 | 0.00% | 218 | -567 | -72.2% | -$1.60万 | 减仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $6,188 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP COM | $6,198 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $6,316 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $6,380 | 0.00% | 17 | -4 | -19.0% | -$1,501 | 减仓 |
| SMP | STANDARD MTR PRODS INC COM | $6,391 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $6,437 | 0.00% | 59 | 59 | — | $6,437 | 新建仓 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $6,454 | 0.00% | 223 | 8 | 3.7% | $232 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $6,556 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC COM | $6,561 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC COM NEW | $6,566 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $6,626 | 0.00% | 200 | 200 | — | $6,626 | 新建仓 |
| WSO | WATSCO INC COM | $6,668 | 0.00% | 16 | -2 | -11.1% | -$834 | 减仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $6,690 | 0.00% | 107 | -128 | -54.5% | -$8,003 | 减仓 |
| SUI | SUN CMNTYS INC COM | $6,835 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $6,864 | 0.00% | 139 | -156 | -52.9% | -$7,703 | 减仓 |
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $6,871 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $6,912 | 0.00% | 3,600 | 100 | 2.9% | $192 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $6,932 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $6,936 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $6,951 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $6,966 | 0.00% | 104 | -5 | -4.6% | -$335 | 减仓 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $6,989 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $7,050 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $7,084 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $7,125 | 0.00% | 75 | -81 | -51.9% | -$7,695 | 减仓 |
| AYI | ACUITY INC COM | $7,157 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $7,178 | 0.00% | 147 | 0 | 0.0% | — | 不变 |
| PHR | PHREESIA INC COM | $7,203 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HLDGS INC COM NEW | $7,320 | 0.00% | 250 | -790 | -76.0% | -$2.31万 | 减仓 |
| — | BCP INVESTMENT CORPORATION COM NEW | $7,346 | 0.00% | 1,009 | 1,009 | — | $7,346 | 新建仓 |