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 |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | $1.28亿 | 8.88% | 4,817,989 | 91,106 | 1.9% | $242.34万 | 加仓 |
| MBB | ISHARES MBS ETF | $4,613.80万 | 3.20% | 485,919 | 19,128 | 4.1% | $181.62万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,205.02万 | 2.92% | 113,597 | 23,924 | 26.7% | $885.59万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $3,830.44万 | 2.66% | 394,363 | 15,794 | 4.2% | $153.41万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $3,816.12万 | 2.65% | 1,269,078 | 52,719 | 4.3% | $158.53万 | 加仓 |
| AAPL | APPLE INC COM | $3,778.47万 | 2.62% | 148,882 | 1,344 | 0.9% | $34.11万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $3,766.80万 | 2.61% | 130,992 | 2,711 | 2.1% | $77.96万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $2,868.94万 | 1.99% | 241,901 | 11,224 | 4.9% | $133.12万 | 加仓 |
| AVGO | BROADCOM INC COM | $2,709.01万 | 1.88% | 87,526 | 2,434 | 2.9% | $75.33万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $2,480.85万 | 1.72% | 1,115,185 | 52,357 | 4.9% | $116.47万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $2,114.18万 | 1.47% | 193,980 | 8,017 | 4.3% | $87.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $1,858.08万 | 1.29% | 106,541 | 6,119 | 6.1% | $106.72万 | 加仓 |
| PLD | PROLOGIS INC. COM | $1,837.89万 | 1.27% | 139,045 | 3,604 | 2.7% | $47.64万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,796.97万 | 1.25% | 162,783 | 8,658 | 5.6% | $95.58万 | 加仓 |
| META | META PLATFORMS INC CL A | $1,796.86万 | 1.25% | 31,407 | 1,201 | 4.0% | $68.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1,787.88万 | 1.24% | 73,760 | 2,284 | 3.2% | $55.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,768.39万 | 1.23% | 60,117 | -1,884 | -3.0% | -$55.42万 | 减仓 |
| ORCL | ORACLE CORP COM | $1,682.65万 | 1.17% | 114,381 | 1,968 | 1.8% | $28.95万 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $1,648.48万 | 1.14% | 477,129 | 201,533 | 73.1% | $696.30万 | 加仓 |
| RTX | RTX CORPORATION COM | $1,632.56万 | 1.13% | 84,632 | 646 | 0.8% | $12.46万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1,630.22万 | 1.13% | 82,660 | 333 | 0.4% | $6.57万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,538.29万 | 1.07% | 93,038 | 5,263 | 6.0% | $87.02万 | 加仓 |
| BX | BLACKSTONE INC COM | $1,470.90万 | 1.02% | 127,915 | 42,710 | 50.1% | $491.12万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,413.64万 | 0.98% | 21,642 | 1,169 | 5.7% | $76.36万 | 加仓 |
| TJX | TJX COS INC NEW COM | $1,393.38万 | 0.97% | 87,250 | 2,384 | 2.8% | $38.07万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,359.73万 | 0.94% | 20,908 | -31 | -0.1% | -$2.02万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1,352.08万 | 0.94% | 145,573 | 9,548 | 7.0% | $88.68万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,314.25万 | 0.91% | 60,428 | 2,231 | 3.8% | $48.52万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,303.94万 | 0.90% | 43,108 | 13,656 | 46.4% | $413.07万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,302.85万 | 0.90% | 62,556 | 673 | 1.1% | $14.02万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,300.11万 | 0.90% | 221,183 | 21,597 | 10.8% | $126.95万 | 加仓 |
| TOL | TOLL BROTHERS INC COM | $1,283.53万 | 0.89% | 94,052 | 6,224 | 7.1% | $84.94万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1,248.26万 | 0.87% | 95,272 | 5,987 | 6.7% | $78.44万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,244.34万 | 0.86% | 50,175 | 1,862 | 3.9% | $46.18万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1,238.34万 | 0.86% | 109,192 | 5,722 | 5.5% | $64.89万 | 加仓 |
| COR | CENCORA INC COM | $1,237.35万 | 0.86% | 39,389 | 1,420 | 3.7% | $44.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1,209.16万 | 0.84% | 58,108 | -3,751 | -6.1% | -$78.05万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,194.70万 | 0.83% | 14,135 | 1,658 | 13.3% | $140.13万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,170.35万 | 0.81% | 12,724 | 350 | 2.8% | $32.19万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,168.44万 | 0.81% | 134,845 | -4,048 | -2.9% | -$35.08万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,156.89万 | 0.80% | 20,044 | -1,486 | -6.9% | -$85.77万 | 减仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,143.95万 | 0.79% | 89,560 | 6,397 | 7.7% | $81.71万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $1,124.33万 | 0.78% | 152,949 | -46,386 | -23.3% | -$340.98万 | 减仓 |
| BLK | BLACKROCK INC COM | $1,113.49万 | 0.77% | 11,578 | 510 | 4.6% | $49.05万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $1,105.81万 | 0.77% | 53,657 | 15,099 | 39.2% | $311.17万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $1,079.20万 | 0.75% | 109,697 | 35,873 | 48.6% | $352.92万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,060.45万 | 0.74% | 151,104 | 5,741 | 3.9% | $40.29万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $1,056.38万 | 0.73% | 173,239 | -44,993 | -20.6% | -$274.36万 | 减仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $1,037.62万 | 0.72% | 122,883 | 7,154 | 6.2% | $60.41万 | 加仓 |
| URI | UNITED RENTALS INC COM | $1,029.80万 | 0.71% | 14,135 | 5,985 | 73.4% | $436.03万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,016.70万 | 0.70% | 30,084 | 1,516 | 5.3% | $51.23万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | $967.61万 | 0.67% | 86,171 | 5,243 | 6.5% | $58.87万 | 加仓 |
| UNP | UNION PAC CORP COM | $961.72万 | 0.67% | 39,639 | 1,383 | 3.6% | $33.55万 | 加仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $954.41万 | 0.66% | 218,601 | 14,050 | 6.9% | $61.34万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $952.07万 | 0.66% | 52,831 | 9,493 | 21.9% | $171.07万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $941.41万 | 0.65% | 24,554 | 1,341 | 5.8% | $51.41万 | 加仓 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $913.71万 | 0.63% | 158,685 | 157,227 | 10,783.7% | $905.31万 | 加仓 |
| ENB | ENBRIDGE INC COM | $890.54万 | 0.62% | 164,488 | 5,389 | 3.4% | $29.18万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $879.57万 | 0.61% | 44,867 | 2,852 | 6.8% | $55.91万 | 加仓 |
| — | EXXON MOBIL CORP COM | $873.12万 | 0.61% | 51,463 | -801 | -1.5% | -$13.59万 | 减仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $842.86万 | 0.58% | 93,082 | 6,394 | 7.4% | $57.90万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $817.69万 | 0.57% | 125,509 | 121,084 | 2,736.4% | $788.86万 | 加仓 |
| CCJ | CAMECO CORP COM | $802.78万 | 0.56% | 74,125 | -56,384 | -43.2% | -$610.64万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC COM | $766.37万 | 0.53% | 38,649 | -156 | -0.4% | -$3.09万 | 减仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $752.85万 | 0.52% | 132,824 | 11,102 | 9.1% | $62.93万 | 加仓 |
| CRM | SALESFORCE INC COM | $705.17万 | 0.49% | 37,776 | 24,117 | 176.6% | $450.19万 | 加仓 |
| GLD | SPDR GOLD SHARES | $678.87万 | 0.47% | 15,777 | -653 | -4.0% | -$28.10万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $678.25万 | 0.47% | 139,186 | -70,076 | -33.5% | -$341.48万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $651.75万 | 0.45% | 41,452 | 41,429 | 180,126.1% | $651.39万 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $642.83万 | 0.45% | 209,529 | -31,656 | -13.1% | -$97.12万 | 减仓 |
| DAL | DELTA AIR LINES INC COM NEW | $603.90万 | 0.42% | 90,840 | 90,758 | 110,680.5% | $603.36万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $536.01万 | 0.37% | 1,273 | 1,246 | 4,614.8% | $524.64万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $526.51万 | 0.36% | 18,354 | 22 | 0.1% | $6,311 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $482.44万 | 0.33% | 67,070 | 5,736 | 9.4% | $41.26万 | 加仓 |
| AMGN | AMGEN INC COM | $441.62万 | 0.31% | 12,551 | -17 | -0.1% | -$5,982 | 减仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $376.89万 | 0.26% | 412,800 | 943 | 0.2% | $8,610 | 加仓 |
| PWR | QUANTA SVCS INC COM | $372.80万 | 0.26% | 6,790 | 1,014 | 17.6% | $55.67万 | 加仓 |
| CPAY | CORPAY INC COM SHS | $366.73万 | 0.25% | 12,603 | -3,024 | -19.4% | -$88.00万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $349.54万 | 0.24% | 38,143 | -48,907 | -56.2% | -$448.18万 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $348.24万 | 0.24% | 50,860 | 12,044 | 31.0% | $82.47万 | 加仓 |
| QXO | QXO INC COM NEW | $341.85万 | 0.24% | 176,029 | -1,800 | -1.0% | -$3.50万 | 减仓 |
| WMT | WALMART INC COM | $341.73万 | 0.24% | 27,496 | 1,571 | 6.1% | $19.52万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $329.65万 | 0.23% | 58,057 | 3,063 | 5.6% | $17.39万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $329.18万 | 0.23% | 35,027 | 6,031 | 20.8% | $56.68万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $325.92万 | 0.23% | 80,533 | -10,839 | -11.9% | -$43.87万 | 减仓 |
| NFLX | NETFLIX INC. COM | $320.55万 | 0.22% | 33,339 | 5,358 | 19.1% | $51.52万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $315.56万 | 0.22% | 329,048 | 50,000 | 17.9% | $47.95万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $305.04万 | 0.21% | 19,027 | 10,567 | 124.9% | $169.41万 | 加仓 |
| TSLA | TESLA INC COM | $296.80万 | 0.21% | 7,984 | 377 | 5.0% | $14.01万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $277.31万 | 0.19% | 21,960 | 10,210 | 86.9% | $128.93万 | 加仓 |
| GPN | GLOBAL PMTS INC COM | $264.27万 | 0.18% | 39,267 | -3,530 | -8.2% | -$23.76万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $261.56万 | 0.18% | 51,681 | 2,808 | 5.7% | $14.21万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $258.58万 | 0.18% | 51,366 | -525 | -1.0% | -$2.64万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $253.31万 | 0.18% | 12,452 | 45 | 0.4% | $9,154 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $243.53万 | 0.17% | 24,533 | 12,270 | 100.1% | $121.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $242.99万 | 0.17% | 5,071 | -95 | -1.8% | -$4.55万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPPOR COM | $238.86万 | 0.17% | 198,061 | 111 | 0.1% | $1,339 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $236.65万 | 0.16% | 30,919 | -1,251 | -3.9% | -$9.58万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $233.74万 | 0.16% | 211,335 | 27,992 | 15.3% | $30.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $232.17万 | 0.16% | 15,872 | 2,689 | 20.4% | $39.33万 | 加仓 |