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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $230.54万 | 0.16% | 10,720 | -529 | -4.7% | -$11.38万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $225.86万 | 0.16% | 5,058 | 498 | 10.9% | $22.24万 | 加仓 |
| V | VISA INC COM CL A | $224.89万 | 0.16% | 7,441 | -387 | -4.9% | -$11.70万 | 减仓 |
| LNG | CHENIERE ENERGY INC COM NEW | $218.47万 | 0.15% | 7,699 | 1,172 | 18.0% | $33.26万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $217.37万 | 0.15% | 24,011 | 2,724 | 12.8% | $24.66万 | 加仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $213.71万 | 0.15% | 197,329 | -858 | -0.4% | -$9,292 | 减仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $211.85万 | 0.15% | 54,516 | 5 | 0.0% | $194 | 加仓 |
| ETN | EATON CORP PLC SHS | $208.96万 | 0.14% | 5,842 | 3,515 | 151.1% | $125.73万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $204.82万 | 0.14% | 13,830 | 786 | 6.0% | $11.64万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $193.96万 | 0.13% | 3,246 | 279 | 9.4% | $16.67万 | 加仓 |
| SPAB | STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF | $193.23万 | 0.13% | 75,422 | 6,129 | 8.8% | $15.70万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $184.72万 | 0.13% | 1,854 | 21 | 1.1% | $2.09万 | 加仓 |
| IAU | ISHARES GOLD TRUST | $181.89万 | 0.13% | 20,632 | -1,482 | -6.7% | -$13.07万 | 减仓 |
| ISPY | PROSHARES S&P 500 HIGH INCOME ETF | $181.16万 | 0.13% | 41,789 | 14,661 | 54.0% | $63.56万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $179.96万 | 0.12% | 1,305 | -1,020 | -43.9% | -$140.66万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $179.46万 | 0.12% | 4,109 | -377 | -8.4% | -$16.47万 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $163.49万 | 0.11% | 3,844 | 627 | 19.5% | $26.67万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $162.46万 | 0.11% | 18,365 | -2,138 | -10.4% | -$18.91万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $155.65万 | 0.11% | 40,514 | 2,522 | 6.6% | $9.69万 | 加仓 |
| USFD | US FOODS HLDG CORP COM | $154.44万 | 0.11% | 16,749 | -539 | -3.1% | -$4.97万 | 减仓 |
| FSK | FS KKR CAP CORP COM | $150.71万 | 0.10% | 148,045 | 7,811 | 5.6% | $7.95万 | 加仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $148.32万 | 0.10% | 15,149 | -1,631 | -9.7% | -$15.97万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $146.77万 | 0.10% | 18,658 | 513 | 2.8% | $4.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $145.08万 | 0.10% | 6,790 | -303 | -4.3% | -$6.47万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $140.34万 | 0.10% | 14,704 | 3,804 | 34.9% | $36.31万 | 加仓 |
| PRK | PARK NATL CORP COM | $137.04万 | 0.09% | 8,384 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP COM | $133.34万 | 0.09% | 73,997 | -3,059 | -4.0% | -$5.51万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | $128.94万 | 0.09% | 88,316 | 0 | 0.0% | — | 不变 |
| AAON | AAON INC COM PAR $0.004 | $128.19万 | 0.09% | 15,492 | -13,573 | -46.7% | -$112.31万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $127.10万 | 0.09% | 11,934 | -514 | -4.1% | -$5.47万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $125.90万 | 0.09% | 3,531 | -103 | -2.8% | -$3.67万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $124.89万 | 0.09% | 6,507 | -86 | -1.3% | -$1.65万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $124.11万 | 0.09% | 5,077 | -241 | -4.5% | -$5.89万 | 减仓 |
| HD | HOME DEPOT INC COM | $123.58万 | 0.09% | 3,758 | 2 | 0.1% | $658 | 加仓 |
| VST | VISTRA CORP COM | $123.02万 | 0.09% | 8,183 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $117.24万 | 0.08% | 5,913 | -3,509 | -37.2% | -$69.57万 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $116.49万 | 0.08% | 3,712 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $115.70万 | 0.08% | 16,588 | 1,972 | 13.5% | $13.75万 | 加仓 |
| MRK | MERCK & CO INC COM | $115.27万 | 0.08% | 9,582 | 4,514 | 89.1% | $54.30万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $108.93万 | 0.08% | 5,265 | 622 | 13.4% | $12.87万 | 加仓 |
| IESC | IES HOLDINGS INC COM | $106.73万 | 0.07% | 2,240 | -1,475 | -39.7% | -$70.28万 | 减仓 |
| CSCO | CISCO SYS INC COM | $105.25万 | 0.07% | 13,565 | -137 | -1.0% | -$1.06万 | 减仓 |
| — | HONEYWELL INTL INC COM | $104.80万 | 0.07% | 4,637 | 26 | 0.6% | $5,876 | 加仓 |
| WM | WASTE MGMT INC DEL COM | $104.33万 | 0.07% | 4,540 | -54 | -1.2% | -$1.24万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $102.94万 | 0.07% | 3,133 | -352 | -10.1% | -$11.57万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $100.10万 | 0.07% | 2,161 | 1,560 | 259.6% | $72.26万 | 加仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $99.91万 | 0.07% | 17,172 | -656 | -3.7% | -$3.82万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTURE COM | $97.42万 | 0.07% | 37,644 | -470 | -1.2% | -$1.22万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $96.29万 | 0.07% | 4,908 | -403 | -7.6% | -$7.91万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $95.67万 | 0.07% | 2,016 | -3 | -0.1% | -$1,424 | 减仓 |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | $95.48万 | 0.07% | 20,916 | 590 | 2.9% | $2.69万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $94.82万 | 0.07% | 2,885 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $93.81万 | 0.07% | 8,349 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $93.64万 | 0.06% | 5,690 | 456 | 8.7% | $7.50万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $91.28万 | 0.06% | 7,732 | 7,639 | 8,214.0% | $90.18万 | 加仓 |
| BILS | STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF | $90.86万 | 0.06% | 9,137 | 543 | 6.3% | $5.40万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $90.46万 | 0.06% | 1,810 | -7 | -0.4% | -$3,498 | 减仓 |
| GDX | VANECK GOLD MINERS ETF | $87.71万 | 0.06% | 9,558 | -850 | -8.2% | -$7.80万 | 减仓 |
| DE | DEERE & CO COM | $86.31万 | 0.06% | 1,532 | 58 | 3.9% | $3.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $86.01万 | 0.06% | 17,134 | -54 | -0.3% | -$2,711 | 减仓 |
| TPB | TURNING PT BRANDS INC COM | $85.64万 | 0.06% | 9,867 | 9,782 | 11,508.2% | $84.90万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $84.06万 | 0.06% | 6,420 | -46,325 | -87.8% | -$606.56万 | 减仓 |
| CAT | CATERPILLAR INC COM | $83.83万 | 0.06% | 1,183 | 99 | 9.1% | $7.02万 | 加仓 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $83.60万 | 0.06% | 15,906 | -5,439 | -25.5% | -$28.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $82.45万 | 0.06% | 5,708 | -206 | -3.5% | -$2.98万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP INC COM | $80.64万 | 0.06% | 19,540 | -260,269 | -93.0% | -$1,074.13万 | 减仓 |
| RRR | RED ROCK RESORTS INC CL A | $78.99万 | 0.05% | 14,804 | 14,804 | — | $78.99万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $78.01万 | 0.05% | 1,587 | -62 | -3.8% | -$3.05万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $77.97万 | 0.05% | 6,272 | -80 | -1.3% | -$9,945 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $75.65万 | 0.05% | 25,971 | -1,229 | -4.5% | -$3.58万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $72.30万 | 0.05% | 5,440 | -9,811 | -64.3% | -$130.40万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $72.00万 | 0.05% | 4,010 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES COM | $68.72万 | 0.05% | 6,694 | 451 | 7.2% | $4.63万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $67.92万 | 0.05% | 13,933 | 116 | 0.8% | $5,655 | 加仓 |
| VMC | VULCAN MATLS CO COM | $66.37万 | 0.05% | 2,437 | -116 | -4.5% | -$3.16万 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $65.54万 | 0.05% | 1,918 | 21 | 1.1% | $7,176 | 加仓 |
| PSX | PHILLIPS 66 COM | $64.56万 | 0.04% | 3,544 | -7 | -0.2% | -$1,275 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $63.63万 | 0.04% | 1,053 | -13 | -1.2% | -$7,856 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $62.50万 | 0.04% | 6,464 | -27 | -0.4% | -$2,611 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $62.03万 | 0.04% | 1,934 | -192 | -9.0% | -$6.16万 | 减仓 |
| GEV | GE VERNOVA INC COM | $61.24万 | 0.04% | 702 | 204 | 41.0% | $17.80万 | 加仓 |
| LOW | LOWES COS INC COM | $61.07万 | 0.04% | 2,585 | -139 | -5.1% | -$3.28万 | 减仓 |
| KMI | KINDER MORGAN INC DEL COM | $60.27万 | 0.04% | 17,974 | -645 | -3.5% | -$2.16万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $60.20万 | 0.04% | 6,720 | -152 | -2.2% | -$1.36万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $58.70万 | 0.04% | 5,858 | -3,420 | -36.9% | -$34.27万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $58.36万 | 0.04% | 11,087 | -407 | -3.5% | -$2.14万 | 减仓 |
| MCD | MCDONALDS CORP COM | $58.12万 | 0.04% | 1,870 | 98 | 5.5% | $3.05万 | 加仓 |
| GE | GE AEROSPACE COM NEW | $57.92万 | 0.04% | 2,041 | -92 | -4.3% | -$2.61万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $57.67万 | 0.04% | 1,769 | -112 | -6.0% | -$3.65万 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $56.14万 | 0.04% | 425 | -28 | -6.2% | -$3.70万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $56.12万 | 0.04% | 1,316 | -45 | -3.3% | -$1.92万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $53.33万 | 0.04% | 2,591 | 47 | 1.8% | $9,674 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $51.96万 | 0.04% | 1,331 | 158 | 13.5% | $6.17万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $51.87万 | 0.04% | 3,426 | -148 | -4.1% | -$2.24万 | 减仓 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $51.52万 | 0.04% | 6,240 | -3,039 | -32.8% | -$25.09万 | 减仓 |
| SYY | SYSCO CORP COM | $51.43万 | 0.04% | 7,210 | -108 | -1.5% | -$7,703 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $50.88万 | 0.04% | 13,447 | -101 | -0.7% | -$3,822 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $50.63万 | 0.04% | 5,030 | -1,092 | -17.8% | -$10.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $50.24万 | 0.03% | 1,487 | 314 | 26.8% | $10.61万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $47.87万 | 0.03% | 6,438 | -347 | -5.1% | -$2.58万 | 减仓 |