Strategic Wealth Partners, Ltd.
INDEPENDENCE OH · SEC CIK 0001720777
$14.43亿2026Q1 申报市值
1,453持仓数
31.1%前十大占比 · 第一大 8.9%
115 / 121新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
RSPN 加仓+$905.31万
MSFT 加仓+$885.59万
KRE 加仓+$788.86万
STM 加仓+$696.30万
BDX 加仓+$651.39万
2026Q1 卖出最多 按季末市值估算
AIT 减仓-$1,244.49万
JEF 减仓-$1,074.13万
SMG 减仓-$739.18万
URA 减仓-$738.38万
BUG 减仓-$681.68万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| RACE | FERRARI N V COM | $0 | 0.00% | 0 | -3,045 | -100.0% | -$112.53万 | 清仓 |
| — | ARES DYNAMIC CR ALLOCATION FD COM | $0 | 0.00% | 0 | -40,000 | -100.0% | -$53.20万 | 清仓 |
| — | EXACT SCIENCES CORP COM | $0 | 0.00% | 0 | -3,690 | -100.0% | -$37.48万 | 清仓 |
| IE | IVANHOE ELECTRIC INC COM 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$15.98万 | 清仓 |
| SHE | STATE STREET SPDR MSCI USA GENDER DIVERSITY ETF | $0 | 0.00% | 0 | -901 | -100.0% | -$11.90万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $0 | 0.00% | 0 | -1,824 | -100.0% | -$9.60万 | 清仓 |
| CQP | CHENIERE ENERGY PARTNERS L P COM UNIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRANKLIN BITCOIN ETF | $0 | 0.00% | 0 | -1,620 | -100.0% | -$8.20万 | 清仓 |
| IGRO | ISHARES INTERNATIONAL DIVIDEND GROWTH ETF | $0 | 0.00% | 0 | -742 | -100.0% | -$6.14万 | 清仓 |
| RXO | RXO INC COMMON STOCK | $0 | 0.00% | 0 | -3,106 | -100.0% | -$3.93万 | 清仓 |
| PR | PERMIAN RESOURCES CORP CLASS A COM | $0 | 0.00% | 0 | -1,810 | -100.0% | -$2.54万 | 清仓 |
| COKE | COCA COLA CONS INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$2.30万 | 清仓 |
| INDI | INDIE SEMICONDUCTOR INC CLASS A COM | $0 | 0.00% | 0 | -6,250 | -100.0% | -$2.21万 | 清仓 |
| TMFC | MOTLEY FOOL 100 INDEX ETF | $0 | 0.00% | 0 | -235 | -100.0% | -$1.69万 | 清仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES | $0 | 0.00% | 0 | -325 | -100.0% | -$1.14万 | 清仓 |
| NICE | NICE LTD SPONSORED ADR | $0 | 0.00% | 0 | -100 | -100.0% | -$1.13万 | 清仓 |
| RDW | REDWIRE CORPORATION COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PBR | PETROLEO BRASILEIRO S A SPONSORED ADR | $0 | 0.00% | 0 | -800 | -100.0% | -$9,480 | 清仓 |
| — | WISDOMTREE EUROPEAN OPPORTUNITIES FUND | $0 | 0.00% | 0 | -154 | -100.0% | -$7,909 | 清仓 |
| — | MOTLEY FOOL NEXT INDEX ETF | $0 | 0.00% | 0 | -360 | -100.0% | -$7,758 | 清仓 |
| FWONK | LIBERTY MEDIA CORP DEL COM LBTY ONE S C | $0 | 0.00% | 0 | -76 | -100.0% | -$7,487 | 清仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $0 | 0.00% | 0 | -60 | -100.0% | -$7,305 | 清仓 |
| HAWX | ISHARES CURRENCY HEDGED MSCI ACWI EX U.S. ETF | $0 | 0.00% | 0 | -178 | -100.0% | -$7,027 | 清仓 |
| FWONA | LIBERTY MEDIA CORP DEL COM LBTY ONE S A | $0 | 0.00% | 0 | -78 | -100.0% | -$6,972 | 清仓 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $0 | 0.00% | 0 | -67 | -100.0% | -$6,942 | 清仓 |
| PLTK | PLAYTIKA HLDG CORP COM | $0 | 0.00% | 0 | -1,750 | -100.0% | -$6,913 | 清仓 |
| EQNR | EQUINOR ASA SPONSORED ADR | $0 | 0.00% | 0 | -284 | -100.0% | -$6,711 | 清仓 |
| — | ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF | $0 | 0.00% | 0 | -76 | -100.0% | -$6,401 | 清仓 |
| FPXI | FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF | $0 | 0.00% | 0 | -108 | -100.0% | -$6,387 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $0 | 0.00% | 0 | -32 | -100.0% | -$6,383 | 清仓 |
| ETSY | ETSY INC COM | $0 | 0.00% | 0 | -115 | -100.0% | -$6,376 | 清仓 |
| KEY | KEYCORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ROUNDHILL HOOD WEEKLYPAY ETF | $0 | 0.00% | 0 | -150 | -100.0% | -$4,750 | 清仓 |
| — | STATE STREET SPDR MSCI WORLD STRATEGICFACTORS ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$4,727 | 清仓 |
| MEDP | MEDPACE HLDGS INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$4,493 | 清仓 |
| MKL | MARKEL GROUP INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$4,299 | 清仓 |
| UTES | VIRTUS REAVES UTILITIES ETF | $0 | 0.00% | 0 | -54 | -100.0% | -$4,263 | 清仓 |
| — | INFRACAP MLP ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$4,114 | 清仓 |
| IHDG | WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND | $0 | 0.00% | 0 | -79 | -100.0% | -$3,844 | 清仓 |
| — | ISHARES INTEREST RATE HEDGED LONG-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -151 | -100.0% | -$3,719 | 清仓 |
| SPMB | STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | $0 | 0.00% | 0 | -157 | -100.0% | -$3,519 | 清仓 |
| CC | CHEMOURS CO COM | $0 | 0.00% | 0 | -285 | -100.0% | -$3,360 | 清仓 |
| MKSI | MKS INC. COM | $0 | 0.00% | 0 | -21 | -100.0% | -$3,276 | 清仓 |
| SH | PROSHARES SHORT S&P500 | $0 | 0.00% | 0 | -90 | -100.0% | -$3,243 | 清仓 |
| OZK | BANK OZK LITTLE ROCK ARK COM | $0 | 0.00% | 0 | -70 | -100.0% | -$3,221 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -15 | -100.0% | -$3,046 | 清仓 |
| MP | MP MATERIALS CORP COM CL A | $0 | 0.00% | 0 | -56 | -100.0% | -$2,829 | 清仓 |
| SPLB | STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -117 | -100.0% | -$2,642 | 清仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $0 | 0.00% | 0 | -65 | -100.0% | -$2,506 | 清仓 |
| TECB | ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$2,435 | 清仓 |
| UNF | UNIFIRST CORP MASS COM | $0 | 0.00% | 0 | -12 | -100.0% | -$2,315 | 清仓 |
| VCLT | VANGUARD LONG-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$2,276 | 清仓 |
| — | DEFINIUM THERAPEUTICS INC COM SHS | $0 | 0.00% | 0 | -166 | -100.0% | -$2,223 | 清仓 |
| LTC | LTC PPTYS INC COM | $0 | 0.00% | 0 | -59 | -100.0% | -$2,015 | 清仓 |
| KOMP | STATE STREET SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF | $0 | 0.00% | 0 | -33 | -100.0% | -$1,971 | 清仓 |
| AQN | ALGONQUIN POWER & UTILITIES CO COM | $0 | 0.00% | 0 | -315 | -100.0% | -$1,937 | 清仓 |
| — | PENNANTPARK INVT CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$1,894 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $0 | 0.00% | 0 | -25 | -100.0% | -$1,857 | 清仓 |
| BOTZ | GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$1,812 | 清仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $0 | 0.00% | 0 | -50 | -100.0% | -$1,746 | 清仓 |
| NEWP | NEW PAC METALS CORP COM | $0 | 0.00% | 0 | -475 | -100.0% | -$1,667 | 清仓 |
| SPIP | STATE STREET SPDR PORTFOLIO TIPS ETF | $0 | 0.00% | 0 | -64 | -100.0% | -$1,661 | 清仓 |
| — | ISHARES MSCI KOKUSAI ETF | $0 | 0.00% | 0 | -12 | -100.0% | -$1,658 | 清仓 |
| — | CHERRY HILL MTG INVT CORP COM | $0 | 0.00% | 0 | -646 | -100.0% | -$1,647 | 清仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $0 | 0.00% | 0 | -7 | -100.0% | -$1,628 | 清仓 |
| HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | $0 | 0.00% | 0 | -28 | -100.0% | -$1,486 | 清仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$1,468 | 清仓 |
| ASAN | ASANA INC CL A | $0 | 0.00% | 0 | -100 | -100.0% | -$1,371 | 清仓 |
| DAVE | DAVE INC CLASS A COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WYNN | WYNN RESORTS LTD COM | $0 | 0.00% | 0 | -11 | -100.0% | -$1,324 | 清仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $0 | 0.00% | 0 | -22 | -100.0% | -$1,318 | 清仓 |
| — | DIGINEX LTD ORD SHS | $0 | 0.00% | 0 | -300 | -100.0% | -$1,251 | 清仓 |
| DLTR | DOLLAR TREE INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STLA | STELLANTIS N.V SHS | $0 | 0.00% | 0 | -100 | -100.0% | -$1,089 | 清仓 |
| ACWV | ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$1,069 | 清仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC COM | $0 | 0.00% | 0 | -121 | -100.0% | -$1,042 | 清仓 |
| VFC | V F CORP COM | $0 | 0.00% | 0 | -57 | -100.0% | -$1,031 | 清仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$904 | 清仓 |
| RIOT | RIOT PLATFORMS INC COM | $0 | 0.00% | 0 | -69 | -100.0% | -$874 | 清仓 |
| XPEV | XPENG INC ADS | $0 | 0.00% | 0 | -40 | -100.0% | -$811 | 清仓 |
| FLDR | FIDELITY LOW DURATION BOND FACTOR ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$804 | 清仓 |
| — | NEW GOLD INC CDA COM | $0 | 0.00% | 0 | -90 | -100.0% | -$784 | 清仓 |
| SNA | SNAP ON INC COM | $0 | 0.00% | 0 | -2 | -100.0% | -$689 | 清仓 |
| — | FORWARD INDUSTRIES INC COM NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$661 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $0 | 0.00% | 0 | -13 | -100.0% | -$563 | 清仓 |
| — | FILANA THERAPEUTICS INC COM | $0 | 0.00% | 0 | -275 | -100.0% | -$545 | 清仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $0 | 0.00% | 0 | -50 | -100.0% | -$521 | 清仓 |
| BYLD | ISHARES YIELD OPTIMIZED BOND ETF | $0 | 0.00% | 0 | -20 | -100.0% | -$455 | 清仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBLU | JETBLUE AIRWAYS CORP COM | $0 | 0.00% | 0 | -80 | -100.0% | -$364 | 清仓 |
| PONY | PONY AI INC SPONSORED ADS | $0 | 0.00% | 0 | -24 | -100.0% | -$348 | 清仓 |
| CUBE | CUBESMART COM | $0 | 0.00% | 0 | -7 | -100.0% | -$252 | 清仓 |
| IMCV | ISHARES MORNINGSTAR MID-CAP VALUE ETF | $0 | 0.00% | 0 | -3 | -100.0% | -$249 | 清仓 |
| WRBY | WARBY PARKER INC CL A COM | $0 | 0.00% | 0 | -10 | -100.0% | -$218 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $0 | 0.00% | 0 | -8 | -100.0% | -$123 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP COM | $0 | 0.00% | 0 | -13 | -100.0% | -$93 | 清仓 |
| GTLB | GITLAB INC CLASS A COM | $0 | 0.00% | 0 | -2 | -100.0% | -$75 | 清仓 |
| TOST | TOAST INC CL A | $0 | 0.00% | 0 | -2 | -100.0% | -$71 | 清仓 |
| — | ONESTREAM INC CL A | $0 | 0.00% | 0 | -3 | -100.0% | -$55 | 清仓 |