Strategic Wealth Partners, Ltd.
INDEPENDENCE OH · SEC CIK 0001720777
$16.16亿2026Q2 申报市值
1,438持仓数
30.8%前十大占比 · 第一大 8.8%
98 / 146新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
RRR 加仓+$1,147.30万
WMT 加仓+$1,117.30万
PGR 加仓+$1,114.38万
IWV 加仓+$1,102.43万
TPB 加仓+$955.73万
2026Q2 卖出最多 按季末市值估算
STM 减仓-$3,320.63万
SIMO 减仓-$2,785.85万
TOL 减仓-$1,537.45万
UPS 减仓-$1,154.45万
FLS 减仓-$1,105.48万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| HYEM | VANECK EMERGING MARKETS HIGH YIELD BOND ETF | $764 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | $753 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC COM | $751 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC COM | $746 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $726 | 0.00% | 8 | -4 | -33.3% | -$363 | 减仓 |
| — | WISDOMTREE CYBERSECURITY FUND | $724 | 0.00% | 20 | 16 | 400.0% | $579 | 加仓 |
| SFIX | STITCH FIX INC COM CL A | $695 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF | $689 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ILPT | INDUSTRIAL LOGISTICS PPTYS TR COM SHS BEN INT | $683 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| — | GEOSPACE TECHNOLOGIES CORP COM | $677 | 0.00% | 100 | 100 | — | $677 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC COM | $672 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP WT EXP 080327 | $666 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | RANGE GLOBAL COAL INDEX ETF | $666 | 0.00% | 29 | 4 | 16.0% | $92 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $658 | 0.00% | 17 | -180 | -91.4% | -$6,967 | 减仓 |
| — | PROSHARES VIX SHORT-TERM FUTURES ETF | $639 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE COM | $637 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC COM | $631 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE QUANTUM COMPUTING FUND | $605 | 0.00% | 16 | 16 | — | $605 | 新建仓 |
| QYLD | GLOBAL X NASDAQ 100 COVERED CALL ETF | $602 | 0.00% | 33 | 26 | 371.4% | $474 | 加仓 |
| DFIV | DIMENSIONAL INTERNATIONAL VALUE ETF | $594 | 0.00% | 11 | 11 | — | $594 | 新建仓 |
| — | DAWSON GEOPHYSICAL CO NEW COM | $594 | 0.00% | 100 | 100 | — | $594 | 新建仓 |
| AVES | AVANTIS EMERGING MARKETS VALUE ETF | $590 | 0.00% | 9 | -8 | -47.1% | -$524 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $587 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC COM | $579 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NASA | TEMA SPACE INNOVATORS ETF | $577 | 0.00% | 19 | 19 | — | $577 | 新建仓 |
| FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | $567 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $564 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC COM | $555 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC COM NEW | $549 | 0.00% | 190 | 100 | 111.1% | $289 | 加仓 |
| — | YIELDMAX SMCI OPTION INCOME STRATEGY ETF | $541 | 0.00% | 107 | 107 | — | $541 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP COM | $539 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP COM | $513 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| RWL | INVESCO S&P 500 REVENUE ETF | $511 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | VIVANI MEDICAL INC COMMON STOCK | $496 | 0.00% | 400 | 204 | 104.1% | $253 | 加仓 |
| TRI | THOMSON REUTERS CORP COM | $490 | 0.00% | 6 | -1 | -14.3% | -$82 | 减仓 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $489 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS CL A | $433 | 0.00% | 90 | 90 | — | $433 | 新建仓 |
| — | VISIONWAVE HOLDINGS INC COM | $430 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD COM | $428 | 0.00% | 203 | 203 | — | $428 | 新建仓 |
| VOD | VODAFONE GROUP PLC SPONSORED ADR | $423 | 0.00% | 32 | -95 | -74.8% | -$1,256 | 减仓 |
| FWDI | FORWARD INDUSTRIES INC COM NEW | $422 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC CL B | $422 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PFLT | PENNANTPARK FLOATING RATE CAP COM | $419 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD. IND. FDS. - LONG TERM BOND INDEX FUND | $414 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $407 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC COM | $401 | 0.00% | 21 | -56 | -72.7% | -$1,069 | 减仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $380 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $374 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC COM | $369 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $367 | 0.00% | 5 | 5 | — | $367 | 新建仓 |
| ALOY | REALLOYS INC COM | $361 | 0.00% | 25 | 25 | — | $361 | 新建仓 |
| VIS | VANGUARD INDUSTRIALS ETF | $360 | 0.00% | 1 | 1 | — | $360 | 新建仓 |
| — | SCHMID GROUP N.V. EURO SHS CL A | $313 | 0.00% | 50 | 50 | — | $313 | 新建仓 |
| HYD | VANECK HIGH YIELD MUNI ETF | $309 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | TSCAN THERAPEUTICS INC COM | $305 | 0.00% | 311 | 0 | 0.0% | — | 不变 |
| MTA | METALLA RTY & STREAMING LTD COM NEW | $304 | 0.00% | 40 | 10 | 33.3% | $76 | 加仓 |
| CTO | CTO RLTY GROWTH INC NEW COM | $301 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC COM | $296 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| LAR | LITHIUM ARGENTINA AG COM SHS | $289 | 0.00% | 35 | 35 | — | $289 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC COM | $287 | 0.00% | 2 | -11 | -84.6% | -$1,578 | 减仓 |
| — | MICROVISION INC DEL COM | $286 | 0.00% | 875 | 875 | — | $286 | 新建仓 |
| — | PROSHARES ULTRASHORT DOW30 | $275 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES 2X LONG NVDA DAILY ETF | $268 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | AMAZE HOLDINGS INC COM | $255 | 0.00% | 2,000 | 2,000 | — | $255 | 新建仓 |
| — | BLUEROCK HOMES TRUST INC COM CL A | $252 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY ENHANCED MID CAP CORE ETF | $251 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC SHS | $230 | 0.00% | 3 | -6 | -66.7% | -$460 | 减仓 |
| — | INNOVIZ TECHNOLOGIES LTD SHS | $228 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $216 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STATES NATURAL GAS FUND LP | $211 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES MSCI WORLD ETF | $203 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC SHS | $202 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | TEUCRIUM SUGAR FUND | $196 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RH | RH COM | $165 | 0.00% | 1 | -1 | -50.0% | -$165 | 减仓 |
| — | SOLITARIO RESOURCES CORP COM | $163 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS INC COM | $160 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES MSCI ACWI ETF | $157 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW COM SHS | $154 | 0.00% | 40 | 35 | 700.0% | $135 | 加仓 |
| MNA | NYLI MERGER ARBITRAGE ETF | $153 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | STEM INC COM NEW | $148 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $143 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC CL A NEW | $127 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE EMERGING MARKETS EFFICIENT CORE FUND | $119 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KARD | KARDIGAN INC COM | $119 | 0.00% | 5 | 5 | — | $119 | 新建仓 |
| — | PARAMOUNT GOLD NEV CORP COM | $114 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RDW | REDWIRE CORPORATION COM | $112 | 0.00% | 9 | -1,445 | -99.4% | -$1.80万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $102 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | XWELL INC COM NEW | $101 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $100 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC COM | $98 | 0.00% | 3 | -35 | -92.1% | -$1,143 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC COM | $96 | 0.00% | 2 | 1 | 100.0% | $48 | 加仓 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $94 | 0.00% | 1 | -171 | -99.4% | -$1.61万 | 减仓 |
| W | WAYFAIR INC CL A | $92 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP DEPOSITARY UNIT | $87 | 0.00% | 12 | -125 | -91.2% | -$906 | 减仓 |
| INFU | INFUSYSTEM HLDGS INC COM | $87 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | TRX GOLD CORPORATION COM | $83 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP COM | $79 | 0.00% | 21 | -4 | -16.0% | -$15 | 减仓 |
| GSY | INVESCO ULTRA SHORT DURATION ETF | $73 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $72 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $71 | 0.00% | 1 | -159 | -99.4% | -$1.13万 | 减仓 |