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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $20.91万 | 0.01% | 2,712 | 254 | 10.3% | $1.96万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $20.50万 | 0.01% | 300 | 1 | 0.3% | $683 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $20.44万 | 0.01% | 2,721 | 45 | 1.7% | $3,380 | 加仓 |
| CMF | ISHARES CALIFORNIA MUNI BOND ETF | $20.06万 | 0.01% | 3,527 | 432 | 14.0% | $2.46万 | 加仓 |
| HSY | HERSHEY CO COM | $19.82万 | 0.01% | 953 | -92 | -8.8% | -$1.91万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $19.67万 | 0.01% | 1,134 | 4 | 0.4% | $694 | 加仓 |
| — | SILA REALTY TRUST INC COMMON STOCK | $19.63万 | 0.01% | 8,288 | -1,788 | -17.7% | -$4.23万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $19.48万 | 0.01% | 923 | -142 | -13.3% | -$3.00万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $19.43万 | 0.01% | 1,718 | -431 | -20.1% | -$4.88万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $19.33万 | 0.01% | 989 | 398 | 67.3% | $7.78万 | 加仓 |
| NVS | NOVARTIS AG SPONSORED ADR | $19.21万 | 0.01% | 1,258 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P 100 ETF | $18.84万 | 0.01% | 592 | -31 | -5.0% | -$9,865 | 减仓 |
| IEUR | ISHARES CORE MSCI EUROPE ETF | $18.66万 | 0.01% | 2,655 | -226 | -7.8% | -$1.59万 | 减仓 |
| ORI | OLD REP INTL CORP COM | $18.56万 | 0.01% | 4,651 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $18.48万 | 0.01% | 6,354 | 2 | 0.0% | $58 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $18.08万 | 0.01% | 1,420 | -265 | -15.7% | -$3.37万 | 减仓 |
| DOW | DOW HLDGS INC COM | $17.98万 | 0.01% | 4,317 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $17.54万 | 0.01% | 2,410 | 15 | 0.6% | $1,092 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $17.53万 | 0.01% | 1,899 | 9 | 0.5% | $831 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $17.42万 | 0.01% | 7,144 | 334 | 4.9% | $8,146 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $17.24万 | 0.01% | 888 | -81 | -8.4% | -$1.57万 | 减仓 |
| ESGU | ISHARES ESG AWARE MSCI USA ETF | $17.18万 | 0.01% | 1,215 | -59 | -4.6% | -$8,344 | 减仓 |
| QCOM | QUALCOMM INC COM | $17.05万 | 0.01% | 1,324 | -306 | -18.8% | -$3.94万 | 减仓 |
| GDXJ | VANECK JUNIOR GOLD MINERS ETF | $16.82万 | 0.01% | 1,401 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $16.70万 | 0.01% | 1,615 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TRUST ETF | $16.52万 | 0.01% | 10,436 | 983 | 10.4% | $1.56万 | 加仓 |
| GLW | CORNING INC COM | $16.35万 | 0.01% | 1,202 | -28 | -2.3% | -$3,808 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $16.08万 | 0.01% | 1,097 | -8 | -0.7% | -$1,173 | 减仓 |
| CMI | CUMMINS INC COM | $16.06万 | 0.01% | 299 | 1 | 0.3% | $537 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $15.82万 | 0.01% | 2,966 | 91 | 3.2% | $4,854 | 加仓 |
| TOLZ | PROSHARES DJ BROOKFIELD GLOBAL INFRASTRUCTURE ETF | $15.74万 | 0.01% | 2,625 | 314 | 13.6% | $1.88万 | 加仓 |
| MCK | MCKESSON CORP COM | $15.45万 | 0.01% | 179 | 1 | 0.6% | $863 | 加仓 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $15.28万 | 0.01% | 2,580 | -31 | -1.2% | -$1,836 | 减仓 |
| WFC | WELLS FARGO & CO COM | $15.23万 | 0.01% | 1,914 | 141 | 8.0% | $1.12万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $15.14万 | 0.01% | 320 | -1 | -0.3% | -$473 | 减仓 |
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | $14.99万 | 0.01% | 1,885 | -67 | -3.4% | -$5,330 | 减仓 |
| O | REALTY INCOME CORP COM | $14.98万 | 0.01% | 2,448 | -5 | -0.2% | -$306 | 减仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $14.96万 | 0.01% | 1,411 | -100 | -6.6% | -$1.06万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $14.87万 | 0.01% | 392 | -319 | -44.9% | -$12.10万 | 减仓 |
| BBCA | JPMORGAN BETABUILDERS CANADA ETF | $14.82万 | 0.01% | 1,576 | -97 | -5.8% | -$9,124 | 减仓 |
| AMP | AMERIPRISE FINL INC COM | $14.75万 | 0.01% | 332 | 0 | 0.0% | — | 不变 |
| BTT | BLACKROCK MUN TARGET TERM TR COM SHS BEN IN | $14.64万 | 0.01% | 6,450 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $14.61万 | 0.01% | 1,566 | -277 | -15.0% | -$2.58万 | 减仓 |
| IXN | ISHARES GLOBAL TECH ETF | $14.59万 | 0.01% | 1,459 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $14.54万 | 0.01% | 1,563 | -567 | -26.6% | -$5.27万 | 减仓 |
| ALL | ALLSTATE CORP COM | $14.47万 | 0.01% | 698 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $14.35万 | 0.01% | 1,383 | 17 | 1.2% | $1,764 | 加仓 |
| EWW | ISHARES MSCI MEXICO ETF | $14.31万 | 0.01% | 1,903 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $14.23万 | 0.01% | 1,844 | -15 | -0.8% | -$1,158 | 减仓 |
| — | DUPONT DE NEMOURS INC COM | $14.02万 | 0.01% | 3,061 | -225 | -6.8% | -$1.03万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $13.87万 | 0.01% | 731 | 1 | 0.1% | $190 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $13.74万 | 0.01% | 432 | 202 | 87.8% | $6.43万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $13.71万 | 0.01% | 3,858 | 3 | 0.1% | $107 | 加仓 |
| BUG | GLOBAL X CYBERSECURITY ETF | $13.61万 | 0.01% | 5,419 | -271,476 | -98.0% | -$681.68万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $13.41万 | 0.01% | 458 | -247 | -35.0% | -$7.23万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $13.40万 | 0.01% | 228 | 2 | 0.9% | $1,175 | 加仓 |
| SLB | SLB LIMITED COM STK | $13.37万 | 0.01% | 2,601 | 904 | 53.3% | $4.65万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $13.07万 | 0.01% | 146 | -10 | -6.4% | -$8,952 | 减仓 |
| — | VILLAGE FARMS INTL INC COM | $13.06万 | 0.01% | 46,000 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC COM | $13.01万 | 0.01% | 2,788 | -1,841 | -39.8% | -$8.59万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $12.73万 | 0.01% | 369 | 92 | 33.2% | $3.17万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $12.68万 | 0.01% | 275 | -8 | -2.8% | -$3,688 | 减仓 |
| SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $12.34万 | 0.01% | 4,229 | -2,610 | -38.2% | -$7.62万 | 减仓 |
| RPM | RPM INTL INC COM | $12.30万 | 0.01% | 1,237 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $12.10万 | 0.01% | 525 | 455 | 650.0% | $10.49万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $12.07万 | 0.01% | 6,303 | -20,417 | -76.4% | -$39.10万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $11.98万 | 0.01% | 1,448 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $11.95万 | 0.01% | 428 | 10 | 2.4% | $2,792 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP CL A EX SUB VTG | $11.95万 | 0.01% | 3,000 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $11.91万 | 0.01% | 1,086 | -3 | -0.3% | -$329 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $11.88万 | 0.01% | 1,287 | -256 | -16.6% | -$2.36万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $11.77万 | 0.01% | 1,170 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $11.60万 | 0.01% | 686 | 5 | 0.7% | $846 | 加仓 |
| KNSL | KINSALE CAP GROUP INC COM | $11.58万 | 0.01% | 339 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $11.43万 | 0.01% | 991 | -175 | -15.0% | -$2.02万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $11.39万 | 0.01% | 1,687 | -233 | -12.1% | -$1.57万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $11.26万 | 0.01% | 2,437 | -463 | -16.0% | -$2.14万 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $11.03万 | 0.01% | 2,277 | -152,437 | -98.5% | -$738.38万 | 减仓 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $11.02万 | 0.01% | 5,708 | -100 | -1.7% | -$1,930 | 减仓 |
| ESGV | VANGUARD ESG U.S. STOCK ETF | $10.89万 | 0.01% | 970 | -734 | -43.1% | -$8.24万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL COM | $10.75万 | 0.01% | 1,581 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $10.72万 | 0.01% | 1,111 | 100 | 9.9% | $9,647 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $10.70万 | 0.01% | 960 | -3,999 | -80.6% | -$44.57万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC COM | $10.59万 | 0.01% | 518 | -53 | -9.3% | -$1.08万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $10.55万 | 0.01% | 947 | -23 | -2.4% | -$2,562 | 减仓 |
| PSEC | PROSPECT CAP CORP COM | $10.52万 | 0.01% | 40,308 | 30,308 | 303.1% | $7.91万 | 加仓 |
| FE | FIRSTENERGY CORP COM | $10.46万 | 0.01% | 2,064 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC COM | $10.40万 | 0.01% | 1,243 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC COM | $10.35万 | 0.01% | 1,011 | -4 | -0.4% | -$410 | 减仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $10.35万 | 0.01% | 613 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | $10.31万 | 0.01% | 707 | -44 | -5.9% | -$6,415 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $10.15万 | 0.01% | 1,782 | 0 | 0.0% | — | 不变 |
| SPXU | PROSHARES ULTRAPRO SHORT S&P500 | $10.13万 | 0.01% | 1,786 | 1,786 | — | $10.13万 | 新建仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $10.12万 | 0.01% | 273 | 0 | 0.0% | — | 不变 |
| EWL | ISHARES MSCI SWITZERLAND ETF | $10.10万 | 0.01% | 1,717 | -179 | -9.4% | -$1.05万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $10.00万 | 0.01% | 231 | 3 | 1.3% | $1,299 | 加仓 |
| SNDK | SANDISK CORP COM | $9.97万 | 0.01% | 157 | 155 | 7,750.0% | $9.85万 | 加仓 |
| HAS | HASBRO INC COM | $9.89万 | 0.01% | 1,057 | -200 | -15.9% | -$1.87万 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD CL A EXCHANGEAB | $9.89万 | 0.01% | 2,389 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $9.89万 | 0.01% | 2,108 | -112 | -5.0% | -$5,254 | 减仓 |