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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF | $2.41万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| QTUM | DEFIANCE QUANTUM ETF | $2.40万 | 0.00% | 145 | 3 | 2.1% | $496 | 加仓 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $2.40万 | 0.00% | 210 | -359 | -63.1% | -$4.10万 | 减仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $2.39万 | 0.00% | 291 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC COM | $2.39万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $2.38万 | 0.00% | 494 | 466 | 1,664.3% | $2.25万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUNIT COM | $2.36万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X LITHIUM & BATTERY TECH ETF | $2.35万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP COM | $2.33万 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD SHS | $2.31万 | 0.00% | 654 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC COM | $2.31万 | 0.00% | 107 | 2 | 1.9% | $432 | 加仓 |
| JPIN | JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF | $2.31万 | 0.00% | 319 | -9 | -2.7% | -$651 | 减仓 |
| SW | SMURFIT WESTROCK PLC SHS | $2.30万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $2.29万 | 0.00% | 537 | 19 | 3.7% | $811 | 加仓 |
| IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.29万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| GSG | ISHARES S&P GSCI COMMODITY INDEXED TRUST | $2.29万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC COM | $2.28万 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $2.26万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| LPX | LOUISIANA PAC CORP COM | $2.23万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC COM | $2.22万 | 0.00% | 195 | -1 | -0.5% | -$114 | 减仓 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $2.22万 | 0.00% | 781 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $2.21万 | 0.00% | 2,030 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | $2.21万 | 0.00% | 517 | 3 | 0.6% | $128 | 加仓 |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $2.18万 | 0.00% | 821 | -3 | -0.4% | -$80 | 减仓 |
| SYSB | ISHARES SYSTEMATIC BOND ETF | $2.16万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $2.16万 | 0.00% | 42 | 3 | 7.7% | $1,546 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $2.16万 | 0.00% | 1,663 | 41 | 2.5% | $533 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $2.16万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW COM | $2.16万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $2.14万 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| IHAK | ISHARES CYBERSECURITY & TECH ETF | $2.12万 | 0.00% | 350 | 350 | — | $2.12万 | 新建仓 |
| MTZ | MASTEC INC COM | $2.12万 | 0.00% | 51 | 14 | 37.8% | $5,825 | 加仓 |
| WULF | TERAWULF INC COM | $2.12万 | 0.00% | 857 | 0 | 0.0% | — | 不变 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $2.11万 | 0.00% | 2,029 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $2.11万 | 0.00% | 434 | 0 | 0.0% | — | 不变 |
| PICK | ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $2.09万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $2.09万 | 0.00% | 692 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $2.08万 | 0.00% | 382 | -225 | -37.1% | -$1.23万 | 减仓 |
| GWX | STATE STREET SPDR S&P INTERNATIONAL SMALL CAP ETF | $2.07万 | 0.00% | 473 | -10 | -2.1% | -$438 | 减仓 |
| USB | US BANCORP COM NEW | $2.06万 | 0.00% | 341 | -168 | -33.0% | -$1.01万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $2.05万 | 0.00% | 62 | -7 | -10.1% | -$2,313 | 减仓 |
| SNDK | SANDISK CORP COM | $2.05万 | 0.00% | 9 | -148 | -94.3% | -$33.65万 | 减仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $2.04万 | 0.00% | 818 | 9 | 1.1% | $224 | 加仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $2.03万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| DFTX | DEFINIUM THERAPEUTICS INC COM SHS | $2.02万 | 0.00% | 429 | 263 | 158.4% | $1.24万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $2.01万 | 0.00% | 422 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES CURRENCY HEDGED MSCI EAFE ETF | $2.00万 | 0.00% | 427 | -14 | -3.2% | -$657 | 减仓 |
| BBJP | JPMORGAN BETABUILDERS JAPAN ETF | $2.00万 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC COM | $1.99万 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| BRSP | BRIGHTSPIRE CAPITAL INC COM CL A | $1.99万 | 0.00% | 3,655 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA COM | $1.99万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $1.97万 | 0.00% | 26 | 7 | 36.8% | $5,304 | 加仓 |
| IXJ | ISHARES GLOBAL HEALTHCARE ETF | $1.97万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ISTR | INVESTAR HOLDING CORP COM | $1.96万 | 0.00% | 653 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP COM | $1.94万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1.94万 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP COM | $1.94万 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC COM NEW | $1.93万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1.93万 | 0.00% | 49 | 5 | 11.4% | $1,972 | 加仓 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $1.93万 | 0.00% | 203 | 43 | 26.9% | $4,089 | 加仓 |
| CZNC | CITIZENS & NORTHN CORP COM | $1.91万 | 0.00% | 820 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $1.91万 | 0.00% | 34 | 2 | 6.2% | $1,124 | 加仓 |
| TSCO | TRACTOR SUPPLY CO COM | $1.91万 | 0.00% | 604 | -82 | -12.0% | -$2,592 | 减仓 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.90万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| ALLW | STATE STREET BRIDGEWATER ALL WEATHER ETF | $1.88万 | 0.00% | 641 | 0 | 0.0% | — | 不变 |
| STPZ | PIMCO 1-5 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | $1.87万 | 0.00% | 351 | -2 | -0.6% | -$107 | 减仓 |
| TFSL | TFS FINL CORP COM | $1.87万 | 0.00% | 1,055 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.86万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $1.85万 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $1.84万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1.83万 | 0.00% | 775 | 200 | 34.8% | $4,724 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $1.83万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP COM | $1.81万 | 0.00% | 426 | 2 | 0.5% | $85 | 加仓 |
| FLRN | STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | $1.81万 | 0.00% | 587 | -26 | -4.2% | -$802 | 减仓 |
| LUV | SOUTHWEST AIRLS CO COM | $1.80万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP COM | $1.80万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| BITO | PROSHARES BITCOIN ETF | $1.79万 | 0.00% | 2,248 | -925 | -29.2% | -$7,381 | 减仓 |
| IP | INTERNATIONAL PAPER CO COM | $1.79万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $1.78万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $1.77万 | 0.00% | 1,022 | -458 | -30.9% | -$7,946 | 减仓 |
| WRB | BERKLEY W R CORP COM | $1.76万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC COM NEW | $1.76万 | 0.00% | 1,079 | -192 | -15.1% | -$3,133 | 减仓 |
| IYE | ISHARES U.S. ENERGY ETF | $1.75万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $1.75万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $1.74万 | 0.00% | 38 | -22 | -36.7% | -$1.01万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $1.74万 | 0.00% | 641 | 22 | 3.6% | $598 | 加仓 |
| OXY | OCCIDENTAL PETE CORP COM | $1.73万 | 0.00% | 357 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO COMMON STOCK | $1.73万 | 0.00% | 1,278 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC COM | $1.69万 | 0.00% | 164 | 7 | 4.5% | $719 | 加仓 |
| IYT | ISHARES US TRANSPORTATION ETF | $1.67万 | 0.00% | 193 | -768 | -79.9% | -$6.65万 | 减仓 |
| IREN | IREN LIMITED ORDINARY SHARES | $1.66万 | 0.00% | 364 | 92 | 33.8% | $4,207 | 加仓 |
| VTRS | VIATRIS INC COM | $1.66万 | 0.00% | 1,046 | 28 | 2.8% | $445 | 加仓 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.66万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| BBAG | JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF | $1.65万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC COM | $1.65万 | 0.00% | 151 | 11 | 7.9% | $1,204 | 加仓 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $1.65万 | 0.00% | 173 | -115 | -39.9% | -$1.10万 | 减仓 |
| — | VANECK OIL REFINERS ETF | $1.65万 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $1.65万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1.64万 | 0.00% | 125 | 78 | 166.0% | $1.03万 | 加仓 |
| TREX | TREX INC COM | $1.64万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |