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 |
|---|---|---|---|---|---|---|---|---|
| FOXA | FOX CORP CL A COM | $7,355 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC CL A | $7,381 | 0.00% | 40 | -6 | -13.0% | -$1,107 | 减仓 |
| — | VANECK ENERGY INCOME ETF | $7,390 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $7,460 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,500 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $7,507 | 0.00% | 101 | -100 | -49.8% | -$7,433 | 减仓 |
| ENSG | ENSIGN GROUP INC COM | $7,534 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $7,596 | 0.00% | 37 | -20 | -35.1% | -$4,106 | 减仓 |
| RL | RALPH LAUREN CORP CL A | $7,627 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $7,650 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $7,755 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $7,807 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $7,863 | 0.00% | 150 | 20 | 15.4% | $1,048 | 加仓 |
| APPS | DIGITAL TURBINE INC COM NEW | $7,869 | 0.00% | 610 | -1,365 | -69.1% | -$1.76万 | 减仓 |
| ES | EVERSOURCE ENERGY COM | $7,950 | 0.00% | 110 | -6 | -5.2% | -$434 | 减仓 |
| TG | TREDEGAR CORP COM | $7,960 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $7,966 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $8,040 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $8,051 | 0.00% | 340 | 168 | 97.7% | $3,978 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $8,119 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $8,151 | 0.00% | 114 | -196 | -63.2% | -$1.40万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $8,178 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $8,317 | 0.00% | 394 | -40 | -9.2% | -$844 | 减仓 |
| BTU | PEABODY ENERGY CORP COM | $8,346 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC COM | $8,393 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $8,402 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP COM | $8,480 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC COM | $8,565 | 0.00% | 115 | 115 | — | $8,565 | 新建仓 |
| LITE | LUMENTUM HLDGS INC COM | $8,581 | 0.00% | 10 | -69 | -87.3% | -$5.92万 | 减仓 |
| WAB | WABTEC COM | $8,633 | 0.00% | 32 | -10 | -23.8% | -$2,698 | 减仓 |
| AGEM | ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $8,665 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $8,680 | 0.00% | 97 | -3 | -3.0% | -$268 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $8,811 | 0.00% | 727 | 727 | — | $8,811 | 新建仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $8,850 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $8,851 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $8,858 | 0.00% | 663 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $8,880 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $8,893 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $8,925 | 0.00% | 187 | 1 | 0.5% | $48 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $8,959 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| FFA | FIRST TR ENHANCED EQUITY COM | $8,989 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $9,000 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $9,046 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $9,067 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC COM NEW | $9,094 | 0.00% | 625 | 500 | 400.0% | $7,275 | 加仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $9,140 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $9,240 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC COM NEW | $9,252 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $9,315 | 0.00% | 156 | 2 | 1.3% | $119 | 加仓 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $9,355 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $9,510 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| AES | AES CORP COM | $9,514 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG FD COM | $9,560 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD SPONSORD ADS | $9,583 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $9,630 | 0.00% | 315 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $9,667 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC COM | $9,734 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $9,923 | 0.00% | 505 | 5 | 1.0% | $98 | 加仓 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $9,941 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| INDA | ISHARES MSCI INDIA ETF | $9,959 | 0.00% | 202 | -176 | -46.6% | -$8,677 | 减仓 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $9,992 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MORNINGSTAR MID-CAP GROWTH ETF | $1.01万 | 0.00% | 33 | -4 | -10.8% | -$1,225 | 减仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $1.01万 | 0.00% | 2,141 | 500 | 30.5% | $2,365 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $1.02万 | 0.00% | 124 | 48 | 63.2% | $3,955 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $1.03万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $1.03万 | 0.00% | 194 | 150 | 340.9% | $7,989 | 加仓 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $1.03万 | 0.00% | 206 | -25 | -10.8% | -$1,256 | 减仓 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $1.04万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $1.04万 | 0.00% | 411 | -28 | -6.4% | -$707 | 减仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.04万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.04万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $1.05万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $1.05万 | 0.00% | 276 | -13 | -4.5% | -$495 | 减仓 |
| CCI | CROWN CASTLE INC COM | $1.05万 | 0.00% | 139 | -6 | -4.1% | -$454 | 减仓 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.05万 | 0.00% | 131 | -7 | -5.1% | -$563 | 减仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.06万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $1.06万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC SHS | $1.06万 | 0.00% | 1,022 | -192 | -15.8% | -$1,995 | 减仓 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1.07万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $1.07万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| KODK | EASTMAN KODAK CO COM NEW | $1.07万 | 0.00% | 1,161 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.07万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $1.08万 | 0.00% | 168 | 6 | 3.7% | $384 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $1.09万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $1.09万 | 0.00% | 188 | 100 | 113.6% | $5,793 | 加仓 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $1.09万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $1.11万 | 0.00% | 123 | -100 | -44.8% | -$8,985 | 减仓 |
| XRT | STATE STREET SPDR S&P RETAIL ETF | $1.12万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $1.12万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $1.13万 | 0.00% | 631 | 250 | 65.6% | $4,483 | 加仓 |
| — | PIMCO INCOME STRATEGY FD COM | $1.14万 | 0.00% | 1,449 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $1.15万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $1.15万 | 0.00% | 338 | 2 | 0.6% | $68 | 加仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $1.17万 | 0.00% | 123 | 123 | — | $1.17万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.17万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.17万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| UAMY | UNITED STATES ANTIMONY CORP COM | $1.18万 | 0.00% | 1,625 | 1,625 | — | $1.18万 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $1.18万 | 0.00% | 42 | -59 | -58.4% | -$1.66万 | 减仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.18万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |