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 |
|---|---|---|---|---|---|---|---|---|
| WST | WEST PHARMACEUTICAL SVSC INC COM | $9,524 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD MID-CAP GROWTH ETF | $9,522 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PCN | PIMCO CORPORATE & INCM STRG FD COM | $9,520 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NEW COM | $9,515 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW COM CL A | $9,491 | 0.00% | 439 | -1,381 | -75.9% | -$2.99万 | 减仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $9,485 | 0.00% | 315 | 11 | 3.6% | $331 | 加仓 |
| ENSG | ENSIGN GROUP INC COM | $9,471 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $9,372 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| GOLF | ACUSHNET HLDGS CORP COM | $9,348 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED ORDINARY SHARES | $9,324 | 0.00% | 272 | 4 | 1.5% | $137 | 加仓 |
| UMI | USCF MIDSTREAM ENERGY INCOME FUND ETF | $9,240 | 0.00% | 158 | 1 | 0.6% | $58 | 加仓 |
| FEX | FIRST TRUST LARGE CAP CORE ALPHADEX FUND | $9,145 | 0.00% | 75 | -25 | -25.0% | -$3,048 | 减仓 |
| AES | AES CORP COM | $9,144 | 0.00% | 649 | 0 | 0.0% | — | 不变 |
| WTMF | WISDOMTREE MANAGED FUTURES STRATEGY FUND | $9,088 | 0.00% | 229 | 9 | 4.1% | $357 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD SHS | $9,068 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $8,847 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| EOI | EATON VANCE ENHANCED EQUITY COM | $8,827 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $8,800 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $8,764 | 0.00% | 1,090 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC COM | $8,747 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC COM | $8,659 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $8,616 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES COPPER AND METALS MINING ETF | $8,594 | 0.00% | 181 | 181 | — | $8,594 | 新建仓 |
| ACHR | ARCHER AVIATION INC COM CL A | $8,484 | 0.00% | 1,641 | 0 | 0.0% | — | 不变 |
| SPYD | STATE STREET SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | $8,484 | 0.00% | 186 | 125 | 204.9% | $5,702 | 加仓 |
| PAYX | PAYCHEX INC COM | $8,475 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG ORD SHS | $8,442 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $8,319 | 0.00% | 109 | -3 | -2.7% | -$229 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $8,307 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $8,294 | 0.00% | 6 | 2 | 50.0% | $2,765 | 加仓 |
| SE | SEA LTD SPONSORD ADS | $8,281 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $8,281 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $8,265 | 0.00% | 503 | 503 | — | $8,265 | 新建仓 |
| FOXA | FOX CORP CL A COM | $8,234 | 0.00% | 141 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $8,216 | 0.00% | 160 | -13 | -7.5% | -$668 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $8,207 | 0.00% | 100 | 30 | 42.9% | $2,462 | 加仓 |
| FFA | FIRST TR ENHANCED EQUITY COM | $8,201 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC COM SHS CLASS B | $8,180 | 0.00% | 1,567 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC COM | $8,178 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC COM | $8,172 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $8,116 | 0.00% | 434 | 64 | 17.3% | $1,197 | 加仓 |
| PCG | PG&E CORP COM | $8,105 | 0.00% | 461 | 36 | 8.5% | $633 | 加仓 |
| LVS | LAS VEGAS SANDS CORP COM | $8,082 | 0.00% | 150 | 17 | 12.8% | $916 | 加仓 |
| BSM | BLACK STONE MINERALS L P COM UNIT | $8,074 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY COM | $8,034 | 0.00% | 116 | 6 | 5.5% | $416 | 加仓 |
| MKC | MCCORMICK & CO INC COM NON VTG | $7,970 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP COM | $7,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GFI | GOLD FIELDS LTD SPONSORED ADR | $7,945 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $7,917 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $7,841 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $7,781 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP COM | $7,758 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $7,655 | 0.00% | 1,278 | -34 | -2.6% | -$204 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $7,623 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP COM | $7,598 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | PROSHARES ETHER ETF | $7,570 | 0.00% | 292 | 1 | 0.3% | $26 | 加仓 |
| VALE | VALE S A SPONSORED ADS | $7,462 | 0.00% | 469 | 155 | 49.4% | $2,466 | 加仓 |
| AVLC | AVANTIS U.S. LARGE CAP EQUITY ETF | $7,445 | 0.00% | 96 | 7 | 7.9% | $543 | 加仓 |
| FFOG | FRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF | $7,394 | 0.00% | 180 | -376 | -67.6% | -$1.54万 | 重新持有 |
| — | VANECK ENERGY INCOME ETF | $7,304 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $7,231 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| CMCL | CALEDONIA MNG CORP SHS NEW | $7,229 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC SPONSORED ADR | $7,181 | 0.00% | 130 | -8 | -5.8% | -$442 | 减仓 |
| SUI | SUN CMNTYS INC COM | $7,180 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $7,174 | 0.00% | 44 | 3 | 7.3% | $489 | 加仓 |
| VNLA | JANUS HENDERSON SHORT DURATION INCOME ETF | $7,173 | 0.00% | 147 | 13 | 9.7% | $634 | 加仓 |
| RWO | STATE STREET SPDR DOW JONES GLOBAL REAL ESTATE ETF | $7,140 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | ARCOSA INC COM | $7,111 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD COM CL A | $7,102 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN EMERGING MARKETS DIVIDEND ACTIVE ETF | $7,078 | 0.00% | 175 | 1 | 0.6% | $40 | 加仓 |
| CACI | CACI INTL INC CL A | $7,070 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC COM | $6,960 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| EBND | STATE STREET SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | $6,956 | 0.00% | 337 | -59 | -14.9% | -$1,218 | 减仓 |
| DASH | DOORDASH INC CL A | $6,907 | 0.00% | 46 | 6 | 15.0% | $901 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $6,893 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $6,870 | 0.00% | 190 | -28 | -12.8% | -$1,012 | 减仓 |
| ONON | ON HLDG AG NAMEN AKT A | $6,804 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GXC | STATE STREET SPDR S&P CHINA ETF | $6,798 | 0.00% | 73 | -24 | -24.7% | -$2,235 | 减仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $6,779 | 0.00% | 146 | -5 | -3.3% | -$232 | 减仓 |
| EPAM | EPAM SYS INC COM | $6,770 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION COM | $6,748 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC COM | $6,638 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $6,536 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND | $6,491 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $6,467 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA SPONSORED ADR | $6,456 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC COM | $6,441 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $6,423 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC COM | $6,386 | 0.00% | 18 | 2 | 12.5% | $710 | 加仓 |
| STT | STATE STR CORP COM | $6,328 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | WESTERN COPPER & GOLD CORP COM | $6,325 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $6,325 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $6,169 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $6,156 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $6,119 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $6,063 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $6,060 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $6,050 | 0.00% | 381 | 25 | 7.0% | $397 | 加仓 |
| WINA | WINMARK CORP COM | $5,986 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY COMMON STOCK | $5,985 | 0.00% | 35 | 0 | 0.0% | — | 不变 |