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 |
|---|---|---|---|---|---|---|---|---|
| LPTH | LIGHTPATH TECHNOLOGIES INC COM CL A | $65 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | SERVICE PPTYS TR COM NEW | $64 | 0.00% | 38 | 38 | — | $64 | 新建仓 |
| RUM | RUM GROUP INC COM CL A | $63 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES RUSSELL 2500 ETF | $61 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CEMTREX INC COM | $61 | 0.00% | 20 | 20 | — | $61 | 新建仓 |
| — | CANOPY GROWTH CORPORATION COM NEW | $59 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW WT EXP 103026 | $56 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RMR | RMR GROUP INC CL A | $49 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $46 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LCTU | ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $45 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GRND | GRINDR INC COM | $43 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD HIGHLAND INCOME | $43 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $42 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TCAF | T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF | $40 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | VTV THERAPEUTICS INC CL A NEW | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | $38 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NTSI | WISDOMTREE INTERNATIONAL EFFICIENT CORE FUND | $36 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC COM | $35 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | CATALYST PHARMACEUTICALS INC COM | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES ESG ADVANCED MSCI EAFE ETF | $29 | 0.00% | 0 | 0 | — | -$26 | 清仓 |
| TMSL | T. ROWE PRICE SMALL-MID CAP ETF | $29 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC COM | $29 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $27 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SPYX | STATE STREET SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF | $27 | 0.00% | 0 | 0 | — | -$23 | 清仓 |
| DFSD | DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $26 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $25 | 0.00% | 5 | -233 | -97.9% | -$1,165 | 减仓 |
| NTSX | WISDOMTREE U.S. EFFICIENT CORE FUND | $24 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| — | DIGITAL BRANDS GROUP INC COM NEW | $23 | 0.00% | 30 | 30 | — | $23 | 新建仓 |
| GSST | GOLDMAN SACHS ULTRA SHORT BOND ETF | $22 | 0.00% | 0 | 0 | — | -$21 | 清仓 |
| SUSC | ISHARES ESG AWARE USD CORPORATE BOND ETF | $22 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC COM CL A | $21 | 0.00% | 0 | 0 | — | -$24 | 清仓 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $20 | 0.00% | 0 | 0 | — | -$20 | 清仓 |
| ADNT | ADIENT PLC ORD SHS | $18 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $17 | 0.00% | 0 | 0 | — | -$16 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC COM SHS | $15 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP CL B | $14 | 0.00% | 1 | -18 | -94.7% | -$252 | 减仓 |
| — | ELECTRONIC ARTS INC COM | $14 | 0.00% | 0 | 0 | — | -$14 | 清仓 |
| FCG | FIRST TRUST NATURAL GAS ETF | $13 | 0.00% | 0 | 0 | — | -$15 | 清仓 |
| EAGG | ISHARES ESG AWARE US AGGREGATE BOND ETF | $13 | 0.00% | 0 | 0 | — | -$13 | 清仓 |
| PRG | PROG HOLDINGS INC COM NPV | $12 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| TVAL | T. ROWE PRICE VALUE ETF | $10 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| GDRX | GOODRX HLDGS INC COM CL A | $9 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES ESG AWARE MSCI EM ETF | $8 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $8 | 0.00% | 0 | 0 | — | -$7 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 K | $8 | 0.00% | 17 | 11 | 183.3% | $5 | 加仓 |
| — | BED BATH & BEYOND INC WT EXP 100726 | $6 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES ESG MSCI USA LEADERS ETF | $6 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| MCHI | ISHARES MSCI CHINA ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| DFGX | DIMENSIONAL INTERNATIONAL CORE FIXED INCOME ETF | $5 | 0.00% | 0 | 0 | — | -$5 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 A | $5 | 0.00% | 17 | 11 | 183.3% | $3 | 加仓 |
| — | HARTFORD ALPHA CAPTURE VALUE ETF | $4 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | OPENDOOR TECHNOLOGIES INC WT EXP 112026 Z | $4 | 0.00% | 17 | 11 | 183.3% | $3 | 加仓 |
| — | LMP CAP & INCOME FD INC COM | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| — | XTI AEROSPACE INC COM NEW | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD SHS | $2 | 0.00% | 0 | 0 | — | -$2 | 清仓 |
| RAL | RALLIANT CORP COM | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| DIAL | COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | ORAGENICS INC COM | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PPT | FRANKLIN PREMIER INCOME TR SH BEN INT | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -51,463 | -100.0% | -$873.12万 | 清仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC COM | $0 | 0.00% | 0 | -6,185 | -100.0% | -$8.33万 | 清仓 |
| STLD | STEEL DYNAMICS INC COM | $0 | 0.00% | 0 | -331 | -100.0% | -$5.96万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD COM SH BEN INT | $0 | 0.00% | 0 | -4,384 | -100.0% | -$5.48万 | 清仓 |
| — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF | $0 | 0.00% | 0 | -969 | -100.0% | -$4.34万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES | $0 | 0.00% | 0 | -314 | -100.0% | -$2.95万 | 清仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $0 | 0.00% | 0 | -200 | -100.0% | -$2.92万 | 清仓 |
| — | CION INVT CORP COM | $0 | 0.00% | 0 | -3,111 | -100.0% | -$2.13万 | 清仓 |
| NFG | NATIONAL FUEL GAS CO COM | $0 | 0.00% | 0 | -188 | -100.0% | -$1.77万 | 清仓 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $0 | 0.00% | 0 | -779 | -100.0% | -$1.63万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -146 | -100.0% | -$1.59万 | 清仓 |
| SF | STIFEL FINL CORP COM | $0 | 0.00% | 0 | -208 | -100.0% | -$1.54万 | 清仓 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $0 | 0.00% | 0 | -825 | -100.0% | -$1.29万 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -325 | -100.0% | -$1.21万 | 清仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $0 | 0.00% | 0 | -860 | -100.0% | -$1.13万 | 清仓 |
| — | YIELDMAX PLTR OPTION INCOME STRATEGY ETF | $0 | 0.00% | 0 | -281 | -100.0% | -$1.09万 | 清仓 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $0 | 0.00% | 0 | -104 | -100.0% | -$9,834 | 清仓 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $0 | 0.00% | 0 | -176 | -100.0% | -$9,680 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $0 | 0.00% | 0 | -503 | -100.0% | -$8,265 | 清仓 |
| PCG | PG&E CORP COM | $0 | 0.00% | 0 | -461 | -100.0% | -$8,105 | 清仓 |
| FFOG | FRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF | $0 | 0.00% | 0 | -180 | -100.0% | -$7,394 | 清仓 |
| DSI | ISHARES ESG MSCI KLD 400 ETF | $0 | 0.00% | 0 | -50 | -100.0% | -$6,060 | 清仓 |
| — | CHART INDS INC COM | $0 | 0.00% | 0 | -28 | -100.0% | -$5,789 | 清仓 |
| LUNR | INTUITIVE MACHINES INC CLASS A COM | $0 | 0.00% | 0 | -259 | -100.0% | -$4,807 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $0 | 0.00% | 0 | -31 | -100.0% | -$4,728 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -70 | -100.0% | -$4,389 | 清仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FUND COM NEW | $0 | 0.00% | 0 | -300 | -100.0% | -$4,326 | 清仓 |
| PTCT | PTC THERAPEUTICS INC COM | $0 | 0.00% | 0 | -63 | -100.0% | -$4,292 | 清仓 |
| INDY | ISHARES INDIA 50 ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$4,224 | 清仓 |
| CART | MAPLEBEAR INC COM | $0 | 0.00% | 0 | -109 | -100.0% | -$4,083 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $0 | 0.00% | 0 | -20 | -100.0% | -$4,033 | 清仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $0 | 0.00% | 0 | -39 | -100.0% | -$3,988 | 清仓 |
| BNTX | BIONTECH SE SPONSORED ADS | $0 | 0.00% | 0 | -42 | -100.0% | -$3,733 | 清仓 |
| BGS | B & G FOODS INC COM | $0 | 0.00% | 0 | -670 | -100.0% | -$3,223 | 清仓 |
| MAIN | MAIN STR CAP CORP COM | $0 | 0.00% | 0 | -55 | -100.0% | -$2,897 | 清仓 |
| — | EXPRO GROUP HOLDINGS NV COM | $0 | 0.00% | 0 | -166 | -100.0% | -$2,890 | 清仓 |
| ROL | ROLLINS INC COM | $0 | 0.00% | 0 | -53 | -100.0% | -$2,831 | 清仓 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -81 | -100.0% | -$2,717 | 清仓 |
| — | TRUTH SOCIAL AMERICAN ICONS ETF AMRN ICONS ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$2,530 | 清仓 |
| — | TRUTH SOCIAL AMERICAN SECURITY & DEFENSE ETF | $0 | 0.00% | 0 | -100 | -100.0% | -$2,445 | 清仓 |