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 |
|---|---|---|---|---|---|---|---|---|
| SPTI | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $5.29万 | 0.00% | 1,845 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP COM | $5.28万 | 0.00% | 1,893 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC COM | $5.28万 | 0.00% | 746 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE SPONSORED ADR | $5.26万 | 0.00% | 72 | 72 | — | $5.26万 | 新建仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $5.26万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET MATERIALS SELECT SECTOR SPDR ETF | $5.25万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC COM | $5.25万 | 0.00% | 277 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC COM | $5.22万 | 0.00% | 1,119 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC COM | $5.19万 | 0.00% | 1,610 | 1,610 | — | $5.19万 | 新建仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $5.16万 | 0.00% | 1,652 | -244 | -12.9% | -$7,620 | 减仓 |
| GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $5.13万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC CL A | $5.11万 | 0.00% | 797 | 12 | 1.5% | $769 | 加仓 |
| MSIF | MSC INCOME FUND INC COM | $5.08万 | 0.00% | 4,170 | 4,170 | — | $5.08万 | 新建仓 |
| XRNPX | COHEN & STEERS REIT & PFD & COM | $5.04万 | 0.00% | 2,550 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC COM | $5.02万 | 0.00% | 542 | -73 | -11.9% | -$6,756 | 减仓 |
| VLO | VALERO ENERGY CORP COM | $5.02万 | 0.00% | 203 | -10 | -4.7% | -$2,471 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC COM | $5.01万 | 0.00% | 132 | 112 | 560.0% | $4.25万 | 加仓 |
| CALI | ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF | $4.99万 | 0.00% | 990 | 494 | 99.6% | $2.49万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $4.95万 | 0.00% | 287 | -2 | -0.7% | -$345 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $4.94万 | 0.00% | 402 | 322 | 402.5% | $3.96万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $4.88万 | 0.00% | 686 | -30 | -4.2% | -$2,136 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $4.81万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $4.80万 | 0.00% | 1,748 | 140 | 8.7% | $3,844 | 加仓 |
| OKLO | OKLO INC COM CL A | $4.79万 | 0.00% | 965 | 525 | 119.3% | $2.60万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $4.77万 | 0.00% | 430 | -5,604 | -92.9% | -$62.13万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $4.77万 | 0.00% | 606 | -52 | -7.9% | -$4,090 | 减仓 |
| IGLB | ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $4.72万 | 0.00% | 952 | -80 | -7.8% | -$3,970 | 减仓 |
| TER | TERADYNE INC COM | $4.65万 | 0.00% | 157 | 4 | 2.6% | $1,186 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC SHS | $4.64万 | 0.00% | 5,225 | -1,672 | -24.2% | -$1.48万 | 减仓 |
| TDG | TRANSDIGM GROUP INC COM | $4.61万 | 0.00% | 40 | 1 | 2.6% | $1,152 | 加仓 |
| EBAY | EBAY INC. COM | $4.56万 | 0.00% | 501 | -43 | -7.9% | -$3,914 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $4.53万 | 0.00% | 915 | 201 | 28.2% | $9,950 | 加仓 |
| — | CLOCKWISE U.S. CORE EQUITY ETF | $4.50万 | 0.00% | 1,973 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $4.47万 | 0.00% | 781 | 781 | — | $4.47万 | 新建仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $4.47万 | 0.00% | 1,950 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE U.S. HIGH DIVIDEND FUND | $4.46万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $4.41万 | 0.00% | 976 | -8,114 | -89.3% | -$36.68万 | 减仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $4.37万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC COM | $4.35万 | 0.00% | 608 | 0 | 0.0% | — | 不变 |
| — | HARBOR ARES SYSTEMATIC HIGH YIELD ETF | $4.34万 | 0.00% | 969 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW CL A | $4.28万 | 0.00% | 1,492 | 160 | 12.0% | $4,594 | 加仓 |
| TDIV | FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND | $4.28万 | 0.00% | 457 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS COM | $4.25万 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $4.20万 | 0.00% | 114 | 10 | 9.6% | $3,681 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $4.16万 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| ROBO | ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF | $4.11万 | 0.00% | 600 | -24 | -3.8% | -$1,642 | 减仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $4.08万 | 0.00% | 100 | 55 | 122.2% | $2.24万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $4.06万 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $4.05万 | 0.00% | 304 | 270 | 794.1% | $3.59万 | 加仓 |
| PRF | INVESCO RAFI US 1000 ETF | $4.03万 | 0.00% | 847 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS COM | $4.02万 | 0.00% | 52 | 12 | 30.0% | $9,272 | 加仓 |
| SAP | SAP SE SPON ADR | $3.99万 | 0.00% | 233 | 2 | 0.9% | $343 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $3.97万 | 0.00% | 639 | 37 | 6.1% | $2,301 | 加仓 |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $3.97万 | 0.00% | 893 | -82 | -8.4% | -$3,645 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $3.94万 | 0.00% | 648 | -121,632 | -99.5% | -$739.18万 | 减仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $3.92万 | 0.00% | 1,489 | -49 | -3.2% | -$1,289 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC COM NEW | $3.89万 | 0.00% | 1,841 | 8 | 0.4% | $169 | 加仓 |
| SANM | SANMINA CORP COM | $3.89万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | $3.86万 | 0.00% | 4,160 | -531 | -11.3% | -$4,928 | 减仓 |
| EMGF | ISHARES EMERGING MARKETS EQUITY FACTOR ETF | $3.84万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $3.83万 | 0.00% | 353 | 7 | 2.0% | $759 | 加仓 |
| INTF | ISHARES INTERNATIONAL EQUITY FACTOR ETF | $3.80万 | 0.00% | 976 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $3.80万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $3.78万 | 0.00% | 1,149 | 227 | 24.6% | $7,477 | 加仓 |
| NN | NEXTNAV INC COMMON STOCK | $3.77万 | 0.00% | 2,353 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $3.75万 | 0.00% | 2,015 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC COM | $3.74万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIONS COM NEW | $3.73万 | 0.00% | 529 | 4 | 0.8% | $282 | 加仓 |
| RPG | INVESCO S&P 500 PURE GROWTH ETF | $3.72万 | 0.00% | 795 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $3.70万 | 0.00% | 371 | -69 | -15.7% | -$6,885 | 减仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $3.69万 | 0.00% | 1,040 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP COM | $3.65万 | 0.00% | 7,600 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $3.60万 | 0.00% | 1,456 | -900 | -38.2% | -$2.23万 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $3.58万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL COM | $3.57万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER COM | $3.57万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG INTERNATIONAL STOCK ETF | $3.56万 | 0.00% | 497 | -596 | -54.5% | -$4.28万 | 减仓 |
| NRG | NRG ENERGY INC COM NEW | $3.55万 | 0.00% | 243 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $3.55万 | 0.00% | 650 | 250 | 62.5% | $1.37万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $3.55万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $3.54万 | 0.00% | 786 | -440 | -35.9% | -$1.98万 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.54万 | 0.00% | 898 | 3 | 0.3% | $118 | 加仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $3.53万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.52万 | 0.00% | 5,130 | -32 | -0.6% | -$220 | 减仓 |
| — | DIMENSIONAL US SMALL CAP VALUE ETF | $3.52万 | 0.00% | 1,005 | 7 | 0.7% | $245 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.52万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $3.51万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $3.51万 | 0.00% | 560 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $3.51万 | 0.00% | 1,480 | 500 | 51.0% | $1.18万 | 加仓 |
| IGPT | INVESCO AI AND NEXT GEN SOFTWARE ETF | $3.48万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| EWX | STATE STREET SPDR S&P EMERGING MARKETS SMALL CAP ETF | $3.48万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC COM | $3.43万 | 0.00% | 163 | 1 | 0.6% | $211 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $3.39万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $3.35万 | 0.00% | 1,260 | -161 | -11.3% | -$4,284 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $3.34万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $3.34万 | 0.00% | 113 | 3 | 2.7% | $887 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $3.33万 | 0.00% | 662 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $3.23万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $3.23万 | 0.00% | 879 | 9 | 1.0% | $331 | 加仓 |
| F | FORD MTR CO COM | $3.22万 | 0.00% | 2,788 | 61 | 2.2% | $704 | 加仓 |