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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | JPMORGAN BETABUILDERS U.S. EQUITY ETF | $5,976 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| NGVT | INGEVITY CORP COM | $5,912 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| THQ | ABRDN HEALTHCARE OPPORTUNITIES SHS | $5,880 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC SPON ADS | $5,875 | 0.00% | 587 | 26 | 4.6% | $260 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $5,873 | 0.00% | 39 | -1,394 | -97.3% | -$20.99万 | 减仓 |
| PHR | PHREESIA INC COM | $5,866 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $5,854 | 0.00% | 50 | 50 | — | $5,854 | 新建仓 |
| — | SOLANA ETF | $5,852 | 0.00% | 700 | 700 | — | $5,852 | 新建仓 |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $5,844 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $5,834 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC COM | $5,789 | 0.00% | 28 | -40 | -58.8% | -$8,270 | 减仓 |
| AME | AMETEK INC COM | $5,788 | 0.00% | 27 | 6 | 28.6% | $1,286 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $5,739 | 0.00% | 21 | 4 | 23.5% | $1,093 | 加仓 |
| FLO | FLOWERS FOODS INC COM | $5,721 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $5,709 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SMP | STANDARD MTR PRODS INC COM | $5,697 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| APPS | DIGITAL TURBINE INC COM NEW | $5,688 | 0.00% | 1,975 | -200 | -9.2% | -$576 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $5,666 | 0.00% | 73 | -846 | -92.1% | -$6.57万 | 减仓 |
| AMCR | AMCOR PLC COM NEW | $5,645 | 0.00% | 142 | -928 | -86.7% | -$3.69万 | 减仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L P UT LTD PART | $5,562 | 0.00% | 201 | -15 | -6.9% | -$415 | 减仓 |
| INFY | INFOSYS LTD SPONSORED ADR | $5,445 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $5,437 | 0.00% | 165 | -110 | -40.0% | -$3,625 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $5,396 | 0.00% | 237 | 167 | 238.6% | $3,802 | 重新持有 |
| POET | POET TECHNOLOGIES INC COM NEW | $5,346 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $5,324 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO COM | $5,290 | 0.00% | 71 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $5,272 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO CL A | $5,238 | 0.00% | 17 | 17 | — | $5,238 | 新建仓 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $5,125 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP COM NEW | $4,994 | 0.00% | 527 | 6 | 1.2% | $57 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $4,943 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. SPONSORED ADR | $4,923 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $4,919 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $4,909 | 0.00% | 581 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LTD COM NEW | $4,900 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| — | PGIM FLOATING RATE INCOME ETF | $4,871 | 0.00% | 100 | 100 | — | $4,871 | 新建仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $4,837 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $4,807 | 0.00% | 93 | -56 | -37.6% | -$2,895 | 减仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $4,807 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $4,801 | 0.00% | 12 | 2 | 20.0% | $800 | 加仓 |
| DOV | DOVER CORP COM | $4,794 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP CL A | $4,792 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $4,786 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $4,728 | 0.00% | 31 | -12 | -27.9% | -$1,830 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $4,682 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $4,632 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| — | MEDIWOUND LTD SHS NEW | $4,607 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF | $4,598 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $4,484 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| RPD | RAPID7 INC COM | $4,463 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| XOVR | ERSHARES PRIVATE-PUBLIC CROSSOVER ETF | $4,459 | 0.00% | 264 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $4,454 | 0.00% | 34 | 34 | — | $4,454 | 新建仓 |
| WD | WALKER & DUNLOP INC COM | $4,438 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PDX | PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT | $4,412 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $4,389 | 0.00% | 70 | 70 | — | $4,389 | 新建仓 |
| NTR | NUTRIEN LTD COM | $4,350 | 0.00% | 58 | 8 | 16.0% | $600 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND COM NEW | $4,326 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $4,324 | 0.00% | 10 | 2 | 25.0% | $865 | 加仓 |
| JIRE | JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF | $4,317 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC COM | $4,292 | 0.00% | 63 | 63 | — | $4,292 | 新建仓 |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | $4,272 | 0.00% | 306 | 11 | 3.7% | $154 | 加仓 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $4,264 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| INDY | ISHARES INDIA 50 ETF | $4,224 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC COM | $4,204 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,142 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| ETV | EATON VANCE TAX-MANAGED BUY- COM | $4,103 | 0.00% | 300 | 213 | 244.8% | $2,913 | 加仓 |
| BCE | BCE INC COM NEW | $4,089 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC COM | $4,083 | 0.00% | 109 | -762 | -87.5% | -$2.85万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $4,075 | 0.00% | 22 | 2 | 10.0% | $370 | 加仓 |
| SPEU | STATE STREET SPDR PORTFOLIO EUROPE ETF | $4,048 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC CL A | $4,033 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $3,988 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC CL A | $3,979 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $3,940 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $3,940 | 0.00% | 36 | 3 | 9.1% | $328 | 加仓 |
| TRN | TRINITY INDS INC COM | $3,926 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO COM | $3,899 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | COMPX INTL INC CL A | $3,854 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $3,831 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD SHS | $3,796 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMODITY INDEX TRACKING FUND | $3,792 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS INC COM CL A | $3,781 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,768 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | PIMCO HIGH INCOME FD COM SHS | $3,764 | 0.00% | 813 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST INDIA NIFTY 50 EQUAL WEIGHT ETF | $3,759 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS COM SH BEN INT | $3,747 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE SPONSORED ADS | $3,733 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB U.S. REIT ETF | $3,696 | 0.00% | 172 | -63 | -26.8% | -$1,354 | 减仓 |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $3,642 | 0.00% | 58 | 5 | 9.4% | $314 | 加仓 |
| OIH | VANECK OIL SERVICES ETF | $3,638 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BBAX | JPMORGAN BETABUILDERS DEVELOPED ASIA PACIFIC EX-JAPAN ETF | $3,627 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD CL B | $3,623 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD SH BEN INT | $3,608 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $3,543 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $3,534 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| USMC | PRINCIPAL U.S. MEGA-CAP ETF | $3,473 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON ENERGY INFRSTR COM | $3,456 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC SPONSORED ADR | $3,450 | 0.00% | 59 | -15 | -20.3% | -$877 | 减仓 |
| — | NEONC TECHNOLOGIES HLDGS INC COM | $3,449 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $3,429 | 0.00% | 20 | 0 | 0.0% | — | 不变 |