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 |
|---|---|---|---|---|---|---|---|---|
| LPX | LOUISIANA PAC CORP COM | $2.06万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $2.05万 | 0.00% | 3,655 | 1 | 0.0% | $6 | 加仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $2.04万 | 0.00% | 483 | -46 | -8.7% | -$1,943 | 减仓 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $2.04万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $2.04万 | 0.00% | 2,030 | 2,030 | — | $2.04万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $2.03万 | 0.00% | 855 | -55 | -6.0% | -$1,306 | 减仓 |
| BROS | DUTCH BROS INC CL A | $2.03万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $2.01万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES U.S. ENERGY ETF | $2.01万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC COM | $2.01万 | 0.00% | 223 | -9,897 | -97.8% | -$89.02万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $2.00万 | 0.00% | 809 | 9 | 1.1% | $223 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $1.98万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP COM | $1.98万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $1.93万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $1.92万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $1.91万 | 0.00% | 353 | -8 | -2.2% | -$433 | 减仓 |
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $1.91万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PHYSICAL PLATINUM SHARES ETF | $1.91万 | 0.00% | 107 | 105 | 5,250.0% | $1.87万 | 加仓 |
| WHR | WHIRLPOOL CORP COM | $1.90万 | 0.00% | 353 | 150 | 73.9% | $8,088 | 加仓 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.90万 | 0.00% | 240 | 240 | — | $1.90万 | 新建仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.89万 | 0.00% | 613 | -6 | -1.0% | -$185 | 减仓 |
| ICLR | ICON PLC SHS | $1.88万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $1.87万 | 0.00% | 441 | -3 | -0.7% | -$127 | 减仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $1.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $1.86万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.86万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $1.85万 | 0.00% | 518 | 0 | 0.0% | — | 不变 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $1.85万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $1.85万 | 0.00% | 422 | 422 | — | $1.85万 | 新建仓 |
| TRNO | TERRENO RLTY CORP COM | $1.84万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $1.83万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| CZNC | CITIZENS & NORTHN CORP COM | $1.83万 | 0.00% | 820 | 0 | 0.0% | — | 不变 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $1.83万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $1.82万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP COM | $1.81万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $1.81万 | 0.00% | 654 | 654 | — | $1.81万 | 新建仓 |
| GRAL | GRAIL INC COM | $1.81万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC COM | $1.80万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP COM | $1.78万 | 0.00% | 653 | -210 | -24.3% | -$5,727 | 减仓 |
| INDA | ISHARES MSCI INDIA ETF | $1.77万 | 0.00% | 378 | 0 | 0.0% | — | 不变 |
| — | VANECK OIL REFINERS ETF | $1.77万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $1.77万 | 0.00% | 196 | -5 | -2.5% | -$451 | 减仓 |
| NFG | NATIONAL FUEL GAS CO COM | $1.77万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC COM | $1.76万 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $1.76万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $1.74万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $1.74万 | 0.00% | 514 | 1 | 0.2% | $34 | 加仓 |
| COWZ | PACER US CASH COWS 100 ETF | $1.73万 | 0.00% | 277 | 2 | 0.7% | $125 | 加仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $1.73万 | 0.00% | 553 | 17 | 3.2% | $532 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $1.72万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $1.72万 | 0.00% | 978 | 28 | 2.9% | $492 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $1.72万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1.70万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $1.68万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $1.68万 | 0.00% | 69 | 1 | 1.5% | $243 | 加仓 |
| RGEN | REPLIGEN CORP COM | $1.67万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $1.67万 | 0.00% | 356 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW COM | $1.67万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $1.67万 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| CORP | PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | $1.66万 | 0.00% | 172 | -132 | -43.4% | -$1.28万 | 减仓 |
| CRH | CRH PLC ORD | $1.66万 | 0.00% | 158 | 5 | 3.3% | $527 | 加仓 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $1.66万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $1.66万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $1.66万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP COM | $1.66万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| E | ENI SPA SPONSORED ADR | $1.65万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY TRUST COMMON SHARES | $1.63万 | 0.00% | 779 | -292 | -27.3% | -$6,100 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $1.59万 | 0.00% | 146 | -112 | -43.4% | -$1.22万 | 减仓 |
| SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $1.59万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $1.59万 | 0.00% | 101 | 2 | 2.0% | $314 | 加仓 |
| VOX | VANGUARD COMMUNICATION SERVICES ETF | $1.58万 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING ETF | $1.57万 | 0.00% | 917 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.56万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $1.56万 | 0.00% | 388 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC COM CL A | $1.55万 | 0.00% | 981 | -672 | -40.7% | -$1.06万 | 减仓 |
| PDBC | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $1.54万 | 0.00% | 889 | -130 | -12.8% | -$2,252 | 减仓 |
| SF | STIFEL FINL CORP COM | $1.54万 | 0.00% | 208 | 208 | — | $1.54万 | 新建仓 |
| APP | APPLOVIN CORP COM CL A | $1.54万 | 0.00% | 39 | 7 | 21.9% | $2,759 | 加仓 |
| KGC | KINROSS GOLD CORP COM | $1.53万 | 0.00% | 503 | 1 | 0.2% | $31 | 加仓 |
| RNST | RENASANT CORP COM | $1.53万 | 0.00% | 424 | 6 | 1.4% | $217 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $1.52万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $1.52万 | 0.00% | 73 | 2 | 2.8% | $416 | 加仓 |
| FDX | FEDEX CORP COM | $1.52万 | 0.00% | 43 | 2 | 4.9% | $707 | 加仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $1.51万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1.51万 | 0.00% | 201 | -45 | -18.3% | -$3,381 | 减仓 |
| A | AGILENT TECHNOLOGIES INC COM | $1.50万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | $1.50万 | 0.00% | 156 | 8 | 5.4% | $769 | 加仓 |
| SJNK | STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF | $1.49万 | 0.00% | 595 | -44 | -6.9% | -$1,099 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $1.49万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP COM | $1.48万 | 0.00% | 1,055 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $1.47万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| PMBS | PIMCO MORTGAGE-BACKED SECURITIES ACTIVE EXCHANGE-TRADED FUND | $1.46万 | 0.00% | 295 | 18 | 6.5% | $893 | 加仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $1.45万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.45万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC COM | $1.44万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP COM | $1.44万 | 0.00% | 50 | 2 | 4.2% | $575 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL COM CL A | $1.43万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| CALF | PACER US SMALL CAP CASH COWS ETF | $1.43万 | 0.00% | 318 | 2 | 0.6% | $90 | 加仓 |
| — | INVESCO ENERGY EXPLORATION & PRODUCTION ETF | $1.42万 | 0.00% | 363 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF | $1.42万 | 0.00% | 309 | -57 | -15.6% | -$2,614 | 减仓 |