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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.66万 | 0.00% | 912 | 14 | 1.6% | $562 | 加仓 |
| GLTR | ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $3.62万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $3.61万 | 0.00% | 350 | -21 | -5.7% | -$2,163 | 减仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $3.59万 | 0.00% | 379 | 38 | 11.1% | $3,603 | 加仓 |
| IYM | ISHARES U.S. BASIC MATERIALS ETF | $3.59万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB 1-5 YEAR CORPORATE BOND ETF | $3.59万 | 0.00% | 1,456 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING COM | $3.57万 | 0.00% | 2,989 | -31,000 | -91.2% | -$37.01万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $3.56万 | 0.00% | 256 | -111 | -30.2% | -$1.54万 | 减仓 |
| COPX | GLOBAL X COPPER MINERS ETF | $3.56万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| IGEB | ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF | $3.55万 | 0.00% | 786 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $3.54万 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| IE | IVANHOE ELECTRIC INC COM | $3.52万 | 0.00% | 3,665 | 1,530 | 71.7% | $1.47万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW COM | $3.51万 | 0.00% | 849 | 187 | 28.2% | $7,730 | 加仓 |
| MGNI | MAGNITE INC COM | $3.51万 | 0.00% | 1,849 | -643 | -25.8% | -$1.22万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | $3.51万 | 0.00% | 1,480 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $3.49万 | 0.00% | 1,534 | -416 | -21.3% | -$9,476 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $3.48万 | 0.00% | 124 | 3 | 2.5% | $843 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL COM | $3.47万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| — | SOUND POINT MERIDIAN CAP INC COMMON STOCK | $3.46万 | 0.00% | 3,500 | 3,500 | — | $3.46万 | 新建仓 |
| IYY | ISHARES DOW JONES U.S. ETF | $3.46万 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC COM | $3.43万 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | $3.42万 | 0.00% | 602 | 34 | 6.0% | $1,932 | 加仓 |
| VV | VANGUARD MORNINGSTAR LARGE-CAP ETF | $3.37万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC CLASS A COM | $3.32万 | 0.00% | 5,130 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $3.31万 | 0.00% | 201 | 144 | 252.6% | $2.37万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST INC COM CL A | $3.31万 | 0.00% | 1,950 | -4,353 | -69.1% | -$7.38万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC COM | $3.29万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC CL A | $3.28万 | 0.00% | 415 | 415 | — | $3.28万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $3.24万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC COM SER A | $3.24万 | 0.00% | 1,215 | -533 | -30.5% | -$1.42万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC COM | $3.23万 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC COM | $3.22万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC COM | $3.21万 | 0.00% | 198 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $3.20万 | 0.00% | 219 | -24 | -9.9% | -$3,506 | 减仓 |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | $3.19万 | 0.00% | 796 | 8 | 1.0% | $321 | 加仓 |
| XEL | XCEL ENERGY INC COM | $3.19万 | 0.00% | 397 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $3.17万 | 0.00% | 1,198 | -62 | -4.9% | -$1,643 | 减仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.16万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| — | ARES COML REAL ESTATE CORP COM | $3.15万 | 0.00% | 7,000 | -600 | -7.9% | -$2,700 | 减仓 |
| TD | TORONTO DOMINION BK ONT COM NEW | $3.15万 | 0.00% | 259 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC COM | $3.14万 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY COM | $3.11万 | 0.00% | 2,015 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $3.10万 | 0.00% | 227 | 191 | 530.6% | $2.61万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $3.10万 | 0.00% | 190 | 70 | 58.3% | $1.14万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $3.09万 | 0.00% | 270 | -34 | -11.2% | -$3,890 | 减仓 |
| — | STATE STREET HEALTH CARE SELECT SECTOR SPDR PREMIUM INCOME ETF | $3.09万 | 0.00% | 1,171 | 1,171 | — | $3.09万 | 新建仓 |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | $3.08万 | 0.00% | 632 | 622 | 6,220.0% | $3.03万 | 重新持有 |
| MSIF | MSC INCOME FUND INC COM | $3.07万 | 0.00% | 2,654 | -1,516 | -36.4% | -$1.75万 | 减仓 |
| — | INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF | $3.02万 | 0.00% | 783 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC COM | $3.02万 | 0.00% | 700 | -276 | -28.3% | -$1.19万 | 减仓 |
| PRU | PRUDENTIAL FINL INC COM | $3.02万 | 0.00% | 280 | -10 | -3.4% | -$1,079 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $2.98万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $2.98万 | 0.00% | 304 | 2 | 0.7% | $196 | 加仓 |
| ICLR | ICON PUB LTD CO SHS | $2.95万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP COM | $2.91万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| HCI | HCI GROUP INC COM | $2.91万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP COM | $2.91万 | 0.00% | 612 | 46 | 8.1% | $2,186 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $2.88万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC CL A | $2.87万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC COM | $2.87万 | 0.00% | 130 | 17 | 15.0% | $3,754 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC COM | $2.85万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| STOT | STATE STREET DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF | $2.84万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $2.84万 | 0.00% | 159 | 62 | 63.9% | $1.11万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $2.82万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $2.81万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES MSCI EAFE MIN VOL FACTOR ETF | $2.80万 | 0.00% | 319 | -20 | -5.9% | -$1,754 | 减仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2.77万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | $2.76万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP CL A COM | $2.76万 | 0.00% | 2,747 | 100 | 3.8% | $1,003 | 加仓 |
| HEEM | ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF | $2.75万 | 0.00% | 614 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $2.71万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO CL A | $2.70万 | 0.00% | 397 | -251 | -38.7% | -$1.71万 | 减仓 |
| ASH | ASHLAND INC COM | $2.66万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $2.63万 | 0.00% | 922 | -204 | -18.1% | -$5,828 | 减仓 |
| IOT | SAMSARA INC COM CL A | $2.63万 | 0.00% | 812 | 0 | 0.0% | — | 不变 |
| HHH | HOWARD HUGHES HOLDINGS INC COM | $2.61万 | 0.00% | 365 | 365 | — | $2.61万 | 新建仓 |
| APTV | APTIV PLC COM SHS | $2.60万 | 0.00% | 424 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | $2.60万 | 0.00% | 159 | -27 | -14.5% | -$4,413 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2.59万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $2.59万 | 0.00% | 205 | -17 | -7.7% | -$2,148 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $2.59万 | 0.00% | 997 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $2.58万 | 0.00% | 520 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $2.57万 | 0.00% | 31 | 1 | 3.3% | $830 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $2.57万 | 0.00% | 522 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $2.53万 | 0.00% | 19 | -21 | -52.5% | -$2.80万 | 减仓 |
| WY | WEYERHAEUSER CO COM NEW | $2.52万 | 0.00% | 1,052 | 0 | 0.0% | — | 不变 |
| DSCO | DOUBLELINE SECURITIZED CREDIT ETF | $2.48万 | 0.00% | 996 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $2.48万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC CL A COM | $2.48万 | 0.00% | 101 | -8 | -7.3% | -$1,962 | 减仓 |
| CIFR | CIPHER DIGITAL INC COM | $2.47万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC COM | $2.47万 | 0.00% | 175 | -25 | -12.5% | -$3,529 | 减仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $2.47万 | 0.00% | 296 | 88 | 42.3% | $7,331 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC COMMON STOCK | $2.46万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC ADR | $2.46万 | 0.00% | 914 | 747 | 447.3% | $2.01万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2.45万 | 0.00% | 70 | 4 | 6.1% | $1,400 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $2.45万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $2.45万 | 0.00% | 573 | -312 | -35.3% | -$1.33万 | 减仓 |
| CLS | CELESTICA INC COM | $2.44万 | 0.00% | 67 | -230 | -77.4% | -$8.39万 | 减仓 |
| DTE | DTE ENERGY CO COM | $2.44万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP COM | $2.43万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |