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 |
|---|---|---|---|---|---|---|---|---|
| IONS | IONIS PHARMACEUTICALS INC COM | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP COM | $1.19万 | 0.00% | 504 | 1 | 0.2% | $24 | 加仓 |
| CASY | CASEYS GEN STORES INC COM | $1.19万 | 0.00% | 15 | -1 | -6.2% | -$795 | 减仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $1.19万 | 0.00% | 488 | -18,905 | -97.5% | -$46.21万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.21万 | 0.00% | 40 | -20 | -33.3% | -$6,034 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.21万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.22万 | 0.00% | 99 | -2 | -2.0% | -$247 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $1.22万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $1.22万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | $1.23万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| FLY | FIREFLY AEROSPACE INC COM | $1.23万 | 0.00% | 420 | 420 | — | $1.23万 | 新建仓 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $1.24万 | 0.00% | 574 | -59 | -9.3% | -$1,279 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $1.25万 | 0.00% | 658 | -9 | -1.3% | -$170 | 减仓 |
| RMNI | RIMINI STR INC DEL COM | $1.26万 | 0.00% | 2,950 | -1,000 | -25.3% | -$4,260 | 减仓 |
| VRNS | VARONIS SYS INC COM | $1.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $1.26万 | 0.00% | 150 | -69 | -31.5% | -$5,800 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $1.27万 | 0.00% | 1,478 | 39 | 2.7% | $334 | 加仓 |
| ADBE | ADOBE INC COM | $1.27万 | 0.00% | 62 | -7 | -10.1% | -$1,435 | 减仓 |
| WEC | WEC ENERGY GROUP INC COM | $1.27万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.27万 | 0.00% | 354 | -199 | -36.0% | -$7,167 | 减仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $1.28万 | 0.00% | 160 | 160 | — | $1.28万 | 新建仓 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $1.28万 | 0.00% | 235 | 11 | 4.9% | $600 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.29万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP CL A | $1.30万 | 0.00% | 659 | 659 | — | $1.30万 | 新建仓 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $1.30万 | 0.00% | 1,567 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.31万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| REZ | ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF | $1.32万 | 0.00% | 139 | -130 | -48.3% | -$1.23万 | 减仓 |
| VG | VENTURE GLOBAL INC COM CL A | $1.34万 | 0.00% | 1,200 | 219 | 22.3% | $2,437 | 加仓 |
| IT | GARTNER INC COM | $1.34万 | 0.00% | 103 | 53 | 106.0% | $6,870 | 加仓 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $1.34万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $1.34万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1.34万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $1.36万 | 0.00% | 50 | -5 | -9.1% | -$1,357 | 减仓 |
| SU | SUNCOR ENERGY INC NEW COM | $1.36万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC COM | $1.36万 | 0.00% | 659 | -165 | -20.0% | -$3,411 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1.36万 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $1.36万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.37万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.38万 | 0.00% | 28 | -6 | -17.6% | -$2,947 | 减仓 |
| AMRC | AMERESCO INC CL A | $1.38万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC COM | $1.39万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $1.39万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP COM | $1.39万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $1.39万 | 0.00% | 306 | -3 | -1.0% | -$137 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.41万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.41万 | 0.00% | 889 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $1.42万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $1.42万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP COM SHS | $1.43万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.43万 | 0.00% | 71 | -2 | -2.7% | -$403 | 减仓 |
| NOK | NOKIA CORP SPONSORED ADR | $1.45万 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $1.45万 | 0.00% | 357 | 5 | 1.4% | $203 | 加仓 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1.45万 | 0.00% | 347 | 1 | 0.3% | $42 | 加仓 |
| VLTO | VERALTO CORP COM SHS | $1.45万 | 0.00% | 164 | 28 | 20.6% | $2,483 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $1.46万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.46万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $1.49万 | 0.00% | 294 | -24 | -7.5% | -$1,215 | 减仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $1.49万 | 0.00% | 595 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $1.51万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $1.51万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1.51万 | 0.00% | 48 | -2 | -4.0% | -$629 | 减仓 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $1.51万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1.52万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $1.54万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.54万 | 0.00% | 53 | -5 | -8.6% | -$1,451 | 减仓 |
| POOL | POOL CORP COM | $1.55万 | 0.00% | 72 | -26 | -26.5% | -$5,587 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $1.55万 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $1.56万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| SPGP | INVESCO S&P 500 GARP ETF | $1.58万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $1.59万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| COWZ | PACER US CASH COWS 100 ETF | $1.59万 | 0.00% | 255 | -22 | -7.9% | -$1,371 | 减仓 |
| HXL | HEXCEL CORP NEW COM | $1.60万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $1.60万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $1.60万 | 0.00% | 323 | 254 | 368.1% | $1.26万 | 加仓 |
| CRWV | COREWEAVE INC COM CL A | $1.60万 | 0.00% | 161 | 88 | 120.5% | $8,760 | 加仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $1.61万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.62万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $1.63万 | 0.00% | 811 | 338 | 71.5% | $6,780 | 加仓 |
| FDX | FEDEX CORP COM | $1.63万 | 0.00% | 52 | 9 | 20.9% | $2,818 | 加仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.64万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $1.64万 | 0.00% | 153 | -5 | -3.2% | -$535 | 减仓 |
| SITM | SITIME CORP COM | $1.64万 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $1.64万 | 0.00% | 329 | -200 | -37.8% | -$9,972 | 减仓 |
| TREX | TREX INC COM | $1.64万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.64万 | 0.00% | 125 | 78 | 166.0% | $1.03万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $1.65万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| — | VANECK OIL REFINERS ETF | $1.65万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.65万 | 0.00% | 173 | -115 | -39.9% | -$1.10万 | 减仓 |
| DIOD | DIODES INC COM | $1.65万 | 0.00% | 151 | 11 | 7.9% | $1,204 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $1.65万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.66万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.66万 | 0.00% | 1,046 | 28 | 2.8% | $445 | 加仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $1.66万 | 0.00% | 364 | 92 | 33.8% | $4,207 | 加仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $1.67万 | 0.00% | 193 | -768 | -79.9% | -$6.65万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.69万 | 0.00% | 164 | 7 | 4.5% | $719 | 加仓 |
| OGN | ORGANON & CO COMMON STOCK | $1.73万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP COM | $1.73万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1.74万 | 0.00% | 641 | 22 | 3.6% | $598 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.74万 | 0.00% | 38 | -22 | -36.7% | -$1.01万 | 减仓 |