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 |
|---|---|---|---|---|---|---|---|---|
| KMI | KINDER MORGAN INC DEL COM | $48.19万 | 0.03% | 15,321 | -2,653 | -14.8% | -$8.34万 | 减仓 |
| GBIL | ACCESS TREASURY 0-1 YEAR ETF | $48.05万 | 0.03% | 4,797 | -1,061 | -18.1% | -$10.63万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC COM | $47.79万 | 0.03% | 1,800 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC COM | $47.27万 | 0.03% | 2,111 | -2,526 | -54.5% | -$56.56万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $46.97万 | 0.03% | 13,492 | 2 | 0.0% | $70 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $46.78万 | 0.03% | 2,116 | 2,116 | — | $46.78万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $45.78万 | 0.03% | 3,346 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $45.76万 | 0.03% | 4,546 | -484 | -9.6% | -$4.87万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $45.51万 | 0.03% | 12,379 | -1,068 | -7.9% | -$3.93万 | 减仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $45.40万 | 0.03% | 5,089 | -179 | -3.4% | -$1.60万 | 减仓 |
| NEU | NEWMARKET CORP COM | $44.39万 | 0.03% | 561 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO COM | $44.36万 | 0.03% | 1,288 | -76 | -5.6% | -$2.62万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY PARTNERSHIP UNIT | $44.04万 | 0.03% | 12,681 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $43.42万 | 0.03% | 5,672 | -766 | -11.9% | -$5.86万 | 减仓 |
| INTC | INTEL CORP COM | $42.39万 | 0.03% | 3,036 | 1,422 | 88.1% | $19.86万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $42.21万 | 0.03% | 1,673 | 160 | 10.6% | $4.04万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $41.51万 | 0.03% | 5,654 | -173 | -3.0% | -$1.27万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC COM | $41.07万 | 0.03% | 1,244 | -6 | -0.5% | -$1,981 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $40.94万 | 0.03% | 8,980 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $40.69万 | 0.03% | 4,491 | 1,203 | 36.6% | $10.90万 | 加仓 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $39.34万 | 0.02% | 4,801 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO COM | $39.32万 | 0.02% | 4,109 | 319 | 8.4% | $3.05万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $39.17万 | 0.02% | 5,497 | 322 | 6.2% | $2.29万 | 加仓 |
| TM | TOYOTA MOTOR CORP ADS | $39.10万 | 0.02% | 2,322 | -51,335 | -95.7% | -$864.51万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $39.02万 | 0.02% | 1,413 | 30 | 2.2% | $8,285 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $38.79万 | 0.02% | 4,779 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $38.29万 | 0.02% | 1,687 | 137 | 8.8% | $3.11万 | 加仓 |
| TGT | TARGET CORP COM | $38.16万 | 0.02% | 2,921 | -711 | -19.6% | -$9.29万 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $37.75万 | 0.02% | 7,108 | 291 | 4.3% | $1.55万 | 加仓 |
| IDVO | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | $37.52万 | 0.02% | 8,933 | 8,933 | — | $37.52万 | 新建仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $35.92万 | 0.02% | 7,101 | 59 | 0.8% | $2,984 | 加仓 |
| PEP | PEPSICO INC COM | $35.59万 | 0.02% | 2,629 | 93 | 3.7% | $1.26万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $35.36万 | 0.02% | 7,799 | -880 | -10.1% | -$3.99万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $34.69万 | 0.02% | 3,353 | -190 | -5.4% | -$1.97万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES INC COM | $34.54万 | 0.02% | 1,021 | -497 | -32.7% | -$16.81万 | 减仓 |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | $34.25万 | 0.02% | 7,495 | 6,150 | 457.2% | $28.11万 | 加仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $34.20万 | 0.02% | 5,730 | -138 | -2.4% | -$8,237 | 减仓 |
| VBK | VANGUARD MORNINGSTAR SMALL-CAP GROWTH ETF | $34.20万 | 0.02% | 935 | 52 | 5.9% | $1.90万 | 加仓 |
| DG | DOLLAR GEN CORP COM | $33.81万 | 0.02% | 2,937 | -113 | -3.7% | -$1.30万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $33.57万 | 0.02% | 11,407 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $33.48万 | 0.02% | 9,174 | 0 | 0.0% | — | 不变 |
| AVUS | AVANTIS U.S. EQUITY ETF | $33.43万 | 0.02% | 2,610 | -92 | -3.4% | -$1.18万 | 减仓 |
| DIS | DISNEY WALT CO COM | $32.70万 | 0.02% | 3,398 | 20 | 0.6% | $1,925 | 加仓 |
| VB | VANGUARD MORNINGSTAR SMALL-CAP ETF | $32.65万 | 0.02% | 1,077 | 86 | 8.7% | $2.61万 | 加仓 |
| NOW | SERVICENOW INC COM | $32.51万 | 0.02% | 3,275 | 284 | 9.5% | $2.82万 | 加仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $32.47万 | 0.02% | 947 | -52 | -5.2% | -$1.78万 | 减仓 |
| BA | BOEING CO COM | $32.19万 | 0.02% | 1,487 | -163 | -9.9% | -$3.53万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $31.80万 | 0.02% | 5,932 | 48 | 0.8% | $2,573 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $31.19万 | 0.02% | 2,898 | 36 | 1.3% | $3,875 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $30.64万 | 0.02% | 1,333 | -17 | -1.3% | -$3,907 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $30.60万 | 0.02% | 10,036 | -3,780 | -27.4% | -$11.53万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $30.54万 | 0.02% | 6,710 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $30.30万 | 0.02% | 2,568 | -224 | -8.0% | -$2.64万 | 减仓 |
| — | NEOS GOLD HIGH INCOME ETF | $30.13万 | 0.02% | 6,218 | 6,218 | — | $30.13万 | 新建仓 |
| KO | COCA COLA CO COM | $30.12万 | 0.02% | 3,706 | 35 | 1.0% | $2,844 | 加仓 |
| RSPD | INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF | $30.03万 | 0.02% | 5,362 | -2,896 | -35.1% | -$16.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $29.87万 | 0.02% | 892 | 15 | 1.7% | $5,022 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $29.63万 | 0.02% | 5,804 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $29.56万 | 0.02% | 5,528 | -144 | -2.5% | -$7,700 | 减仓 |
| — | COHEN & STEERS CLOSED-END COM | $29.35万 | 0.02% | 21,147 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $29.31万 | 0.02% | 1,336 | -1 | -0.1% | -$219 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $29.07万 | 0.02% | 1,545 | 2 | 0.1% | $376 | 加仓 |
| AKRE | AKRE FOCUS ETF | $28.97万 | 0.02% | 5,446 | -815 | -13.0% | -$4.33万 | 减仓 |
| SHM | STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | $28.97万 | 0.02% | 6,039 | -743 | -11.0% | -$3.56万 | 减仓 |
| FLS | FLOWSERVE CORP COM | $28.89万 | 0.02% | 3,895 | -149,054 | -97.5% | -$1,105.48万 | 减仓 |
| VO | VANGUARD MORNINGSTAR MID-CAP ETF | $28.81万 | 0.02% | 3,576 | 0 | 0.0% | — | 不变 |
| — | SILA REALTY TRUST INC COMMON STOCK | $28.79万 | 0.02% | 9,483 | 1,195 | 14.4% | $3.63万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $28.56万 | 0.02% | 4,957 | -50 | -1.0% | -$2,881 | 减仓 |
| CI | THE CIGNA GROUP COM | $28.39万 | 0.02% | 1,030 | -31 | -2.9% | -$8,546 | 减仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $28.38万 | 0.02% | 3,592 | -1,166 | -24.5% | -$9.21万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC COM | $27.51万 | 0.02% | 1,565 | -327 | -17.3% | -$5.75万 | 减仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $27.31万 | 0.02% | 1,868 | -174 | -8.5% | -$2.54万 | 减仓 |
| MPLX | MPLX LP COM UNIT REP LTD | $26.63万 | 0.02% | 4,728 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR COM | $26.55万 | 0.02% | 749 | -7 | -0.9% | -$2,482 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $26.51万 | 0.02% | 4,597 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $26.44万 | 0.02% | 887 | -1 | -0.1% | -$298 | 减仓 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $25.95万 | 0.02% | 4,036 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $25.94万 | 0.02% | 1,070 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $25.59万 | 0.02% | 1,001 | -3 | -0.3% | -$767 | 减仓 |
| ARMK | ARAMARK COM | $25.51万 | 0.02% | 4,810 | -847 | -15.0% | -$4.49万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $25.04万 | 0.02% | 2,329 | -107,368 | -97.9% | -$1,154.45万 | 减仓 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $25.00万 | 0.02% | 4,545 | 0 | 0.0% | — | 不变 |
| IPAC | ISHARES CORE MSCI PACIFIC ETF | $24.43万 | 0.02% | 2,981 | -115 | -3.7% | -$9,423 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $24.38万 | 0.02% | 2,527 | -58 | -2.2% | -$5,595 | 减仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $24.18万 | 0.01% | 3,045 | -40 | -1.3% | -$3,177 | 减仓 |
| MMM | 3M CO COM | $24.11万 | 0.01% | 1,489 | -9 | -0.6% | -$1,457 | 减仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $24.09万 | 0.01% | 4,759 | -1,991 | -29.5% | -$10.08万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC COM | $23.98万 | 0.01% | 3,307 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF | $23.88万 | 0.01% | 2,529 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $23.63万 | 0.01% | 1,718 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $23.49万 | 0.01% | 3,264 | -97 | -2.9% | -$6,980 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A 看涨期权 | $23.33万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP COM | $23.09万 | 0.01% | 2,553 | -750 | -22.7% | -$6.78万 | 减仓 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $23.04万 | 0.01% | 5,297 | -213,304 | -97.6% | -$927.88万 | 减仓 |
| QCOM | QUALCOMM INC COM | $23.01万 | 0.01% | 1,245 | -79 | -6.0% | -$1.46万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $22.97万 | 0.01% | 6,357 | 3 | 0.0% | $108 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $22.87万 | 0.01% | 530 | 488 | 1,161.9% | $21.06万 | 加仓 |
| VBR | VANGUARD MORNINGSTAR SMALL-CAP VALUE ETF | $22.77万 | 0.01% | 937 | -38 | -3.9% | -$9,233 | 减仓 |
| OKE | ONEOK INC NEW COM | $22.33万 | 0.01% | 2,569 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $22.33万 | 0.01% | 1,721 | 12 | 0.7% | $1,557 | 加仓 |