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 |
|---|---|---|---|---|---|---|---|---|
| TT | TRANE TECHNOLOGIES PLC SHS | $1.41万 | 0.00% | 34 | 6 | 21.4% | $2,481 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.41万 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $1.40万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $1.40万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| BWX | STATE STREET SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF | $1.39万 | 0.00% | 633 | -32 | -4.8% | -$702 | 减仓 |
| SPGP | INVESCO S&P 500 GARP ETF | $1.39万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC COM | $1.38万 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC COM | $1.38万 | 0.00% | 1,018 | 8 | 0.8% | $108 | 加仓 |
| — | INVESCO S&P MIDCAP 400 PURE GROWTH ETF | $1.37万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $1.36万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $1.35万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC CL A | $1.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC COMMON STOCK | $1.34万 | 0.00% | 784 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $1.33万 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $1.32万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $1.31万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| PKW | INVESCO BUYBACK ACHIEVERS ETF | $1.31万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRGO | PERRIGO CO PLC SHS | $1.30万 | 0.00% | 1,214 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $1.30万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| CIFR | CIPHER DIGITAL INC COM | $1.30万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $1.30万 | 0.00% | 74 | 22 | 42.3% | $3,865 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP COM | $1.30万 | 0.00% | 730 | 0 | 0.0% | — | 不变 |
| RMNI | RIMINI STR INC DEL COM | $1.30万 | 0.00% | 3,950 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD SH BEN INT | $1.29万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP COM | $1.29万 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO COM | $1.29万 | 0.00% | 575 | 500 | 666.7% | $1.12万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $1.29万 | 0.00% | 160 | -32 | -16.7% | -$2,583 | 减仓 |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | $1.28万 | 0.00% | 667 | -2 | -0.3% | -$38 | 减仓 |
| AMRC | AMERESCO INC CL A | $1.27万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $1.26万 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $1.26万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| MARA | MARA HOLDINGS INC COM | $1.26万 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $1.25万 | 0.00% | 346 | 1 | 0.3% | $36 | 加仓 |
| POWR | ISHARES U.S. POWER INFRASTRUCTURE ETF | $1.25万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| — | CARTESIAN THERAPEUTICS INC COM NEW | $1.25万 | 0.00% | 2,029 | 2,029 | — | $1.25万 | 新建仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $1.24万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC COM | $1.24万 | 0.00% | 857 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $1.23万 | 0.00% | 58 | 5 | 9.4% | $1,062 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.23万 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD INC COM | $1.23万 | 0.00% | 1,439 | 1,439 | — | $1.23万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC SPONSORED ADR | $1.22万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $1.22万 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $1.22万 | 0.00% | 352 | 6 | 1.7% | $207 | 加仓 |
| G | GENPACT LIMITED SHS | $1.21万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| DGCB | DIMENSIONAL GLOBAL CREDIT ETF | $1.21万 | 0.00% | 224 | 6 | 2.8% | $324 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIONS CL A | $1.21万 | 0.00% | 197 | 5 | 2.6% | $307 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $1.21万 | 0.00% | 185 | -5 | -2.6% | -$327 | 减仓 |
| RKLB | ROCKET LAB CORP COM | $1.21万 | 0.00% | 188 | -3 | -1.6% | -$193 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $1.20万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $1.20万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC COM | $1.19万 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| SAN | BANCO SANTANDER SA ADR | $1.19万 | 0.00% | 1,058 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC COM | $1.19万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| BTU | PEABODY ENERGY CORP COM | $1.19万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC COM | $1.18万 | 0.00% | 145 | -19 | -11.6% | -$1,546 | 减仓 |
| BBY | BEST BUY INC COM | $1.17万 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $1.17万 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC COM | $1.17万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC COM | $1.16万 | 0.00% | 16 | 1 | 6.7% | $728 | 加仓 |
| — | PIMCO INCOME STRATEGY FD COM | $1.16万 | 0.00% | 1,449 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $1.15万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC COMMON STOCK | $1.15万 | 0.00% | 879 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOCIA COM NEW | $1.13万 | 0.00% | 860 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC COM | $1.13万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $1.13万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| CGGO | CAPITAL GROUP GLOBAL GROWTH EQUITY ETF | $1.12万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $1.11万 | 0.00% | 57 | -702 | -92.5% | -$13.66万 | 减仓 |
| EFOR | EVERFORTH INC COM | $1.10万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC COM | $1.10万 | 0.00% | 55 | 5 | 10.0% | $1,000 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $1.09万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHLD | GLOBAL X DEFENSE TECH ETF | $1.09万 | 0.00% | 154 | -29 | -15.8% | -$2,054 | 减仓 |
| — | YIELDMAX PLTR OPTION INCOME STRATEGY ETF | $1.09万 | 0.00% | 281 | 281 | — | $1.09万 | 新建仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $1.08万 | 0.00% | 336 | 2 | 0.6% | $64 | 加仓 |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | $1.08万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | $1.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO PREFERRED AND CAPITAL SECURITIES ACTIVE ETF | $1.08万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC COMMON STOCK | $1.08万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $1.07万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X SILVER MINERS ETF | $1.06万 | 0.00% | 118 | 48 | 68.6% | $4,324 | 加仓 |
| RDDT | REDDIT INC CL A | $1.06万 | 0.00% | 79 | 4 | 5.3% | $537 | 加仓 |
| IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $1.06万 | 0.00% | 199 | -49 | -19.8% | -$2,608 | 减仓 |
| PNW | PINNACLE WEST CAP CORP COM | $1.06万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC COM | $1.05万 | 0.00% | 162 | -191 | -54.1% | -$1.24万 | 减仓 |
| KODK | EASTMAN KODAK CO COM NEW | $1.05万 | 0.00% | 1,161 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP COM | $1.05万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC COM | $1.04万 | 0.00% | 42 | 5 | 13.5% | $1,243 | 加仓 |
| OTEX | OPEN TEXT CORP COM | $1.03万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| XRT | STATE STREET SPDR S&P RETAIL ETF | $1.03万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC SPON ADR NEW | $1.03万 | 0.00% | 138 | 3 | 2.2% | $223 | 加仓 |
| SCI | SERVICE CORP INTL COM | $1.01万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP COM | $1.01万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC COM | $1.01万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| YYY | AMPLIFY CEF HIGH INCOME ETF | $9,927 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TRUST GLOBAL WIND ENERGY ETF | $9,896 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO COM NEW | $9,837 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES U.S. REAL ESTATE ETF | $9,834 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP SPONSORED ADR | $9,791 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| KIE | STATE STREET SPDR S&P INSURANCE ETF | $9,680 | 0.00% | 176 | -33 | -15.8% | -$1,815 | 减仓 |
| DIOD | DIODES INC COM | $9,556 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD ORD SHS CL A | $9,527 | 0.00% | 663 | 7 | 1.1% | $101 | 加仓 |