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 |
|---|---|---|---|---|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION CL A | $3,413 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $3,395 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SVCS COM | $3,331 | 0.00% | 71 | -24 | -25.3% | -$1,126 | 减仓 |
| UFPI | UFP INDUSTRIES INC COM | $3,316 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| BUFR | FT VEST LADDERED BUFFER ETF | $3,309 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UFPT | UFP TECHNOLOGIES INC COM | $3,291 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $3,277 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| RELX | RELX PLC SPONSORED ADR | $3,249 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC COM | $3,223 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| JGLO | JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF | $3,198 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $3,137 | 0.00% | 166 | 166 | — | $3,137 | 新建仓 |
| NNN | NNN REIT INC COM | $3,110 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES SELECT U.S. REIT ETF | $3,095 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP COM | $3,079 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | TRUTH SOCIAL AMERICAN ENERGY SECURITY ETF | $3,071 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC COM CL A | $3,026 | 0.00% | 610 | 610 | — | $3,026 | 新建仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $3,002 | 0.00% | 13 | 13 | — | $3,002 | 新建仓 |
| — | ATLAS LITHIUM CORP COM NEW | $2,980 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $2,948 | 0.00% | 30 | 2 | 7.1% | $197 | 加仓 |
| LADR | LADDER CAP CORP CL A | $2,931 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $2,913 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PFLD | AAM LOW DURATION PREFERRED AND INCOME SECURITIES ETF | $2,904 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES CORE U.S. REIT ETF | $2,900 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP COM | $2,897 | 0.00% | 55 | 2 | 3.8% | $105 | 加仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $2,890 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC COM NEW | $2,878 | 0.00% | 109 | 10 | 10.1% | $264 | 加仓 |
| AVDS | AVANTIS INTERNATIONAL SMALL CAP EQUITY ETF | $2,874 | 0.00% | 40 | 1 | 2.6% | $72 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS DE COM | $2,858 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $2,841 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2,839 | 0.00% | 30 | -44 | -59.5% | -$4,164 | 减仓 |
| MAS | MASCO CORP COM | $2,837 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC COM | $2,831 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC CL A COM | $2,760 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC COM | $2,756 | 0.00% | 101 | 36 | 55.4% | $982 | 加仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $2,717 | 0.00% | 81 | -64 | -44.1% | -$2,147 | 减仓 |
| — | VIRTUS CONVERTIBLE & INC FD II COM NEW | $2,709 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $2,700 | 0.00% | 200 | 200 | — | $2,700 | 新建仓 |
| UBS | UBS GROUP AG SHS | $2,696 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO COM | $2,682 | 0.00% | 37 | 6 | 19.4% | $435 | 加仓 |
| USLM | UNITED STS LIME & MINERALS INC COM | $2,614 | 0.00% | 20 | 20 | — | $2,614 | 新建仓 |
| FBND | FIDELITY TOTAL BOND ETF | $2,600 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $2,569 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PRKS | UNITED PARKS & RESORTS INC COM | $2,547 | 0.00% | 78 | -3,090 | -97.5% | -$10.09万 | 减仓 |
| — | TRUTH SOCIAL AMERICAN ICONS ETF AMRN ICONS ETF | $2,530 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC CL A | $2,493 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED COM CL A | $2,457 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| — | TRUTH SOCIAL AMERICAN SECURITY & DEFENSE ETF | $2,445 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD TOTAL RETURN BOND ETF | $2,429 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| JMTG | JPMORGAN MORTGAGE-BACKED SECURITIES ETF | $2,413 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP COM | $2,341 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP COM UNIT PART IN | $2,305 | 0.00% | 217 | -687 | -76.0% | -$7,297 | 减仓 |
| BPOP | POPULAR INC COM NEW | $2,281 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL COM | $2,280 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| MUX | MCEWEN INC. COM NEW | $2,267 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP CL A | $2,263 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC CL A | $2,220 | 0.00% | 200 | 200 | — | $2,220 | 新建仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $2,211 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC COM | $2,196 | 0.00% | 624 | -15 | -2.3% | -$53 | 减仓 |
| MSCI | MSCI INC COM | $2,156 | 0.00% | 4 | 4 | — | $2,156 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $2,073 | 0.00% | 56 | 56 | — | $2,073 | 新建仓 |
| STN | STANTEC INC COM | $1,987 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP COM | $1,986 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC COM NEW | $1,978 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO TOTAL RETURN BOND ETF | $1,967 | 0.00% | 42 | -142 | -77.2% | -$6,650 | 减仓 |
| CPNG | COUPANG INC CL A | $1,964 | 0.00% | 104 | -190 | -64.6% | -$3,588 | 减仓 |
| ADC | AGREE RLTY CORP COM | $1,960 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR SH BEN INT | $1,953 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $1,948 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| BBHY | JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF | $1,925 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | VERITONE INC COM | $1,921 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $1,908 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X U.S. PREFERRED ETF | $1,905 | 0.00% | 104 | 1 | 1.0% | $18 | 加仓 |
| RBLX | ROBLOX CORP CL A | $1,881 | 0.00% | 33 | 3 | 10.0% | $171 | 加仓 |
| AOR | ISHARES CORE 60/40 BALANCED ALLOCATION ETF | $1,866 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $1,846 | 0.00% | 41 | 41 | — | $1,846 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $1,832 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC COM | $1,798 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CORP COM CL A | $1,760 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $1,747 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD COM NEW | $1,723 | 0.00% | 13 | 13 | — | $1,723 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $1,704 | 0.00% | 10 | 3 | 42.9% | $511 | 加仓 |
| QEFA | STATE STREET SPDR MSCI EAFE STRATEGICFACTORS ETF | $1,679 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. CL A | $1,661 | 0.00% | 90 | 12 | 15.4% | $221 | 加仓 |
| TRP | TC ENERGY CORP COM | $1,628 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES YIELDBOOST TSLA ETF | $1,623 | 0.00% | 468 | 125 | 36.4% | $433 | 加仓 |
| PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | $1,609 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $1,603 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| — | SCHWAB CRYPTO THEMATIC ETF | $1,559 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1,537 | 0.00% | 17 | -110 | -86.6% | -$9,945 | 减仓 |
| AVRE | AVANTIS REAL ESTATE ETF | $1,496 | 0.00% | 34 | 3 | 9.7% | $132 | 加仓 |
| INSM | INSMED INC COM PAR $.01 | $1,472 | 0.00% | 9 | 9 | — | $1,472 | 新建仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $1,465 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $1,459 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| — | BYRNA TECHNOLOGIES INC COM NEW | $1,450 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| BMEZ | BLACKROCK HEALTH SCIENCES TERM COM SHS | $1,436 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $1,435 | 0.00% | 238 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC COM | $1,426 | 0.00% | 65 | 5 | 8.3% | $110 | 加仓 |
| CXT | CRANE NXT CO COM | $1,421 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $1,410 | 0.00% | 235 | -69 | -22.7% | -$414 | 减仓 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $1,399 | 0.00% | 222 | 111 | 100.0% | $700 | 加仓 |