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 |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | $1.42亿 | 8.77% | 5,084,437 | 266,448 | 5.5% | $742.50万 | 加仓 |
| MBB | ISHARES MBS ETF | $4,893.77万 | 3.03% | 517,750 | 31,831 | 6.6% | $300.87万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,556.00万 | 2.82% | 122,138 | 8,541 | 7.5% | $318.60万 | 加仓 |
| AAPL | APPLE INC COM | $4,470.18万 | 2.77% | 154,485 | 5,603 | 3.8% | $162.13万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $4,399.54万 | 2.72% | 123,109 | -7,883 | -6.0% | -$281.71万 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $4,147.03万 | 2.57% | 399,214 | 4,851 | 1.2% | $50.39万 | 加仓 |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $4,080.39万 | 2.53% | 1,359,676 | 90,598 | 7.1% | $271.88万 | 加仓 |
| AVGO | BROADCOM INC COM | $3,468.10万 | 2.15% | 91,809 | 4,283 | 4.9% | $161.79万 | 加仓 |
| IEI | ISHARES 3-7 YEAR TREASURY BOND ETF | $3,050.60万 | 1.89% | 259,736 | 17,835 | 7.4% | $209.47万 | 加仓 |
| PID | INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF | $2,559.61万 | 1.58% | 1,152,976 | 37,791 | 3.4% | $83.90万 | 加仓 |
| META | META PLATFORMS INC CL A | $2,557.49万 | 1.58% | 45,403 | 13,996 | 44.6% | $788.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $2,345.77万 | 1.45% | 83,442 | 9,682 | 13.1% | $272.19万 | 加仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $2,249.51万 | 1.39% | 206,245 | 12,265 | 6.3% | $133.77万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $2,130.32万 | 1.32% | 106,468 | -73 | -0.1% | -$1.46万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $2,083.99万 | 1.29% | 63,666 | 3,549 | 5.9% | $116.17万 | 加仓 |
| PLD | PROLOGIS INC. COM | $2,020.05万 | 1.25% | 149,115 | 10,070 | 7.2% | $136.42万 | 加仓 |
| ORCL | ORACLE CORP COM | $1,991.90万 | 1.23% | 135,920 | 21,539 | 18.8% | $315.65万 | 加仓 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,931.69万 | 1.20% | 175,051 | 12,268 | 7.5% | $135.38万 | 加仓 |
| LLY | ELI LILLY & CO COM | $1,845.85万 | 1.14% | 15,389 | 2,665 | 20.9% | $319.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $1,809.07万 | 1.12% | 99,998 | 6,960 | 7.5% | $125.91万 | 加仓 |
| URI | UNITED RENTALS INC COM | $1,786.55万 | 1.11% | 15,770 | 1,635 | 11.6% | $185.23万 | 加仓 |
| AZN | ASTRAZENECA PLC ORD | $1,685.53万 | 1.04% | 88,890 | 6,230 | 7.5% | $118.13万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,666.59万 | 1.03% | 22,254 | 612 | 2.8% | $45.83万 | 加仓 |
| RTX | RTX CORPORATION COM | $1,660.55万 | 1.03% | 87,588 | 2,956 | 3.5% | $56.04万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1,631.85万 | 1.01% | 66,276 | 8,168 | 14.1% | $201.11万 | 加仓 |
| AMZN | AMAZON COM INC COM | $1,613.13万 | 1.00% | 67,682 | 5,126 | 8.2% | $122.17万 | 加仓 |
| ABBV | ABBVIE INC COM | $1,600.16万 | 0.99% | 63,589 | 3,161 | 5.2% | $79.54万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,582.00万 | 0.98% | 21,185 | 277 | 1.3% | $20.69万 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $1,581.24万 | 0.98% | 24,108 | -446 | -1.8% | -$29.25万 | 减仓 |
| BX | BLACKSTONE INC COM | $1,565.39万 | 0.97% | 133,032 | 5,117 | 4.0% | $60.21万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $1,561.25万 | 0.97% | 46,157 | 3,049 | 7.1% | $103.13万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $1,540.76万 | 0.95% | 32,263 | 2,179 | 7.2% | $104.06万 | 加仓 |
| C | CITIGROUP INC COM NEW | $1,536.83万 | 0.95% | 109,805 | 613 | 0.6% | $8.58万 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $1,498.27万 | 0.93% | 49,868 | -307 | -0.6% | -$9.22万 | 减仓 |
| TJX | TJX COS INC NEW COM | $1,493.21万 | 0.92% | 98,562 | 11,312 | 13.0% | $171.38万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1,482.51万 | 0.92% | 20,132 | 88 | 0.4% | $6.48万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $1,475.55万 | 0.91% | 103,103 | 7,831 | 8.2% | $112.07万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1,468.59万 | 0.91% | 14,546 | 411 | 2.9% | $41.50万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $1,452.19万 | 0.90% | 230,909 | 9,726 | 4.4% | $61.17万 | 加仓 |
| DAL | DELTA AIR LINES INC COM NEW | $1,445.49万 | 0.89% | 154,334 | 63,494 | 69.9% | $594.68万 | 加仓 |
| WMT | WALMART INC COM | $1,428.72万 | 0.88% | 126,145 | 98,649 | 358.8% | $1,117.30万 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $1,410.79万 | 0.87% | 89,150 | -410 | -0.5% | -$6.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1,388.60万 | 0.86% | 158,209 | 12,636 | 8.7% | $110.91万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $1,356.96万 | 0.84% | 75,563 | 22,732 | 43.0% | $408.22万 | 加仓 |
| RRR | RED ROCK RESORTS INC CL A | $1,243.61万 | 0.77% | 191,148 | 176,344 | 1,191.2% | $1,147.30万 | 加仓 |
| COR | CENCORA INC COM | $1,231.05万 | 0.76% | 43,503 | 4,114 | 10.4% | $116.42万 | 加仓 |
| UNP | UNION PAC CORP COM | $1,172.72万 | 0.73% | 43,115 | 3,476 | 8.8% | $94.55万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1,166.37万 | 0.72% | 65,438 | 33,613 | 105.6% | $599.12万 | 加仓 |
| CCJ | CAMECO CORP COM | $1,156.63万 | 0.72% | 113,736 | 39,611 | 53.4% | $402.82万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $1,153.11万 | 0.71% | 52,786 | 51,013 | 2,877.2% | $1,114.38万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $1,149.68万 | 0.71% | 146,961 | 12,116 | 9.0% | $94.78万 | 加仓 |
| BLK | BLACKROCK INC COM | $1,144.98万 | 0.71% | 11,908 | 330 | 2.9% | $31.73万 | 加仓 |
| EWJ | ISHARES MSCI JAPAN ETF | $1,125.48万 | 0.70% | 120,669 | -2,214 | -1.8% | -$20.65万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,122.31万 | 0.69% | 148,082 | -3,022 | -2.0% | -$22.90万 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $1,114.07万 | 0.69% | 26,127 | 25,854 | 9,470.3% | $1,102.43万 | 加仓 |
| TPB | TURNING PT BRANDS INC COM | $1,039.42万 | 0.64% | 122,558 | 112,691 | 1,142.1% | $955.73万 | 加仓 |
| RSPN | INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF | $1,036.74万 | 0.64% | 162,003 | 3,318 | 2.1% | $21.23万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC COM | $1,036.38万 | 0.64% | 50,307 | 5,440 | 12.1% | $112.07万 | 加仓 |
| BDX | BECTON DICKINSON & CO COM | $1,031.86万 | 0.64% | 68,186 | 26,734 | 64.5% | $404.56万 | 加仓 |
| BKR | BAKER HUGHES COMPANY CL A | $995.61万 | 0.62% | 179,544 | 6,305 | 3.6% | $34.96万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $983.36万 | 0.61% | 43,356 | 4,707 | 12.2% | $106.76万 | 加仓 |
| ENB | ENBRIDGE INC COM | $975.05万 | 0.60% | 179,866 | 15,378 | 9.3% | $83.36万 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $928.56万 | 0.57% | 124,056 | -1,453 | -1.2% | -$10.88万 | 减仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $920.88万 | 0.57% | 34,787 | 34,787 | — | $920.88万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $708.19万 | 0.44% | 12,191 | -261 | -2.1% | -$15.16万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $693.65万 | 0.43% | 50,735 | 50,735 | — | $693.65万 | 新建仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $684.46万 | 0.42% | 121,186 | -11,638 | -8.8% | -$65.73万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TERM COM | $655.90万 | 0.41% | 166,052 | 26,866 | 19.3% | $106.12万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $647.57万 | 0.40% | 18,328 | -26 | -0.1% | -$9,186 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $599.08万 | 0.37% | 188,925 | -20,604 | -9.8% | -$65.34万 | 减仓 |
| GLD | SPDR GOLD SHARES | $584.23万 | 0.36% | 15,859 | 82 | 0.5% | $3.02万 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC COM | $485.11万 | 0.30% | 56,533 | -1,524 | -2.6% | -$13.08万 | 减仓 |
| AMGN | AMGEN INC COM | $452.49万 | 0.28% | 12,495 | -56 | -0.4% | -$2.03万 | 减仓 |
| PWR | QUANTA SVCS INC COM | $441.24万 | 0.27% | 6,128 | -662 | -9.7% | -$47.67万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $437.41万 | 0.27% | 12,826 | -6,201 | -32.6% | -$211.47万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $425.98万 | 0.26% | 46,484 | 8,341 | 21.9% | $76.44万 | 加仓 |
| CPAY | CORPAY INC COM SHS | $416.02万 | 0.26% | 12,483 | -120 | -1.0% | -$4.00万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $409.02万 | 0.25% | 56,683 | -10,387 | -15.5% | -$74.95万 | 减仓 |
| QXO | QXO INC COM NEW | $397.21万 | 0.25% | 229,865 | 53,836 | 30.6% | $93.03万 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $394.71万 | 0.24% | 51,860 | 1,000 | 2.0% | $7.61万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $387.56万 | 0.24% | 442,931 | 30,131 | 7.3% | $26.36万 | 加仓 |
| BN | BROOKFIELD CORP CL A LTD VT SH | $341.20万 | 0.21% | 80,113 | -420 | -0.5% | -$1.79万 | 减仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD I COM NEW | $319.18万 | 0.20% | 329,048 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $318.18万 | 0.20% | 7,565 | -419 | -5.2% | -$17.62万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $310.35万 | 0.19% | 61,371 | 9,690 | 18.7% | $49.00万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $294.57万 | 0.18% | 20,585 | -1,375 | -6.3% | -$19.68万 | 减仓 |
| ETN | EATON CORP PLC SHS | $286.56万 | 0.18% | 6,725 | 883 | 15.1% | $37.63万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $285.74万 | 0.18% | 6,594 | -196 | -2.9% | -$8.49万 | 减仓 |
| GPN | GLOBAL PMTS INC COM | $283.38万 | 0.18% | 39,054 | -213 | -0.5% | -$1.55万 | 减仓 |
| NFLX | NETFLIX INC. COM | $277.75万 | 0.17% | 38,900 | 5,561 | 16.7% | $39.71万 | 加仓 |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | $268.44万 | 0.17% | 53,314 | 1,948 | 3.8% | $9.81万 | 加仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $265.67万 | 0.16% | 30,231 | -688 | -2.2% | -$6.05万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $257.65万 | 0.16% | 1,300 | -5 | -0.4% | -$9,910 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $254.40万 | 0.16% | 5,084 | 13 | 0.3% | $6,505 | 加仓 |
| STM | STMICROELECTRONICS N V NY REGISTRY | $252.54万 | 0.16% | 33,722 | -443,407 | -92.9% | -$3,320.63万 | 减仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $250.32万 | 0.15% | 10,579 | -141 | -1.3% | -$3.34万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $246.73万 | 0.15% | 11,803 | 6,113 | 107.4% | $127.79万 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $243.15万 | 0.15% | 25,176 | 1,165 | 4.9% | $11.25万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $241.92万 | 0.15% | 54,535 | 19 | 0.0% | $843 | 加仓 |
| V | VISA INC COM CL A | $239.71万 | 0.15% | 6,987 | -454 | -6.1% | -$15.58万 | 减仓 |