SHP Wealth Management
PLYMOUTH MA · SEC CIK 0001807060
$13.26亿2026Q1 申报市值
1,816持仓数
68.6%前十大占比 · 第一大 25.0%
382 / 112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
USTB 加仓+$6,303.50万
IDMO 加仓+$6,260.05万
VCIT 加仓+$1,246.03万
JEPI 加仓+$1,092.24万
FELC 加仓+$515.55万
2026Q1 卖出最多 按季末市值估算
ISTB 减仓-$6,843.10万
MOAT 减仓-$2,185.58万
SHYG 减仓-$424.25万
FLBL 减仓-$338.29万
DGRO 减仓-$116.42万
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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | $0 | 0.00% | 0 | -3,683 | -100.0% | -$52.11万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -541 | -100.0% | -$9.95万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -640 | -100.0% | -$9.10万 | 清仓 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,741 | -100.0% | -$9.07万 | 清仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $0 | 0.00% | 0 | -2,631 | -100.0% | -$8.70万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -17,112 | -100.0% | -$8.68万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -2,592 | -100.0% | -$8.53万 | 清仓 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,773 | -100.0% | -$8.51万 | 清仓 |
| — | AVADEL PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -3,250 | -100.0% | -$7.00万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,148 | -100.0% | -$5.39万 | 清仓 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,362 | -100.0% | -$5.18万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRT | INDEPENDENCE RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -1,312 | -100.0% | -$2.23万 | 清仓 |
| — | NEOS ETF TRUST | $0 | 0.00% | 0 | -625 | -100.0% | -$1.95万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -146 | -100.0% | -$1.42万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -670 | -100.0% | -$1.25万 | 清仓 |
| M | MACYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRNY | TIDAL TRUST I | $0 | 0.00% | 0 | -410 | -100.0% | -$1.02万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -102 | -100.0% | -$9,725 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -100 | -100.0% | -$9,382 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -79 | -100.0% | -$8,032 | 清仓 |
| SYSB | ISHARES TR | $0 | 0.00% | 0 | -70 | -100.0% | -$6,283 | 清仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -18 | -100.0% | -$5,563 | 清仓 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | -52 | -100.0% | -$5,122 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACM | AECOM | $0 | 0.00% | 0 | -41 | -100.0% | -$3,909 | 清仓 |
| EWJ | ISHARES INC | $0 | 0.00% | 0 | -48 | -100.0% | -$3,876 | 清仓 |
| IBDS | ISHARES TR | $0 | 0.00% | 0 | -152 | -100.0% | -$3,691 | 清仓 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -86 | -100.0% | -$3,655 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -86 | -100.0% | -$2,884 | 清仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | -60 | -100.0% | -$2,750 | 清仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $0 | 0.00% | 0 | -173 | -100.0% | -$2,595 | 清仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -60 | -100.0% | -$2,246 | 清仓 |
| VPLS | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -26 | -100.0% | -$2,031 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -110 | -100.0% | -$1,620 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$1,338 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -33 | -100.0% | -$1,278 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAI | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -8 | -100.0% | -$1,129 | 清仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,118 | 清仓 |
| — | CIDARA THERAPEUTICS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,104 | 清仓 |
| GHC | GRAHAM HLDGS CO | $0 | 0.00% | 0 | -1 | -100.0% | -$1,099 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -22 | -100.0% | -$989 | 清仓 |
| FSM | FORTUNA MNG CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$981 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -238 | -100.0% | -$964 | 清仓 |
| PACS | PACS GROUP INC | $0 | 0.00% | 0 | -25 | -100.0% | -$960 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$913 | 清仓 |
| SMIN | ISHARES TR | $0 | 0.00% | 0 | -13 | -100.0% | -$909 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -11 | -100.0% | -$903 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$889 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MERSANA THERAPEUTICS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$723 | 清仓 |
| — | CIVITAS RESOURCES INC | $0 | 0.00% | 0 | -26 | -100.0% | -$704 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$687 | 清仓 |
| — | BROOKFIELD BUSINESS PARTNERS | $0 | 0.00% | 0 | -19 | -100.0% | -$669 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -6 | -100.0% | -$623 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYMC | HYCROFT MINING HOLDING CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$594 | 清仓 |
| — | A SPAC III ACQUISITION CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$586 | 清仓 |
| DMRA | GALECTO INC | $0 | 0.00% | 0 | -25 | -100.0% | -$575 | 清仓 |
| GKOS | GLAUKOS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$565 | 清仓 |
| — | AMPCO-PITTSBURG CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$533 | 清仓 |
| — | FORGE GLOBAL HOLDINGS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$446 | 清仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$441 | 清仓 |
| VTEB | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LASR | NLIGHT INC | $0 | 0.00% | 0 | -10 | -100.0% | -$375 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -30 | -100.0% | -$357 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$356 | 清仓 |
| MMS | MAXIMUS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$345 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INTELLICHECK INC | $0 | 0.00% | 0 | -50 | -100.0% | -$334 | 清仓 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$329 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -75 | -100.0% | -$328 | 清仓 |
| — | PETMED EXPRESS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$320 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GULF IS FABRICATION INC | $0 | 0.00% | 0 | -25 | -100.0% | -$299 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$273 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -30 | -100.0% | -$255 | 清仓 |
| — | INTELLIGENT BIO SOLUTIONS IN | $0 | 0.00% | 0 | -25 | -100.0% | -$238 | 清仓 |
| — | CUREVAC N V | $0 | 0.00% | 0 | -50 | -100.0% | -$226 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$204 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -25 | -100.0% | -$172 | 清仓 |
| — | AUTOZI INTERNET TECHNOLOGY G | $0 | 0.00% | 0 | -50 | -100.0% | -$156 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$144 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$142 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$140 | 清仓 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -50 | -100.0% | -$118 | 清仓 |
| — | MICROBOT MED INC | $0 | 0.00% | 0 | -50 | -100.0% | -$100 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$99 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$98 | 清仓 |
| — | OUTLOOK THERAPEUTICS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$93 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -50 | -100.0% | -$90 | 清仓 |
| — | HARVARD BIOSCIENCE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$67 | 清仓 |
| — | FISCALNOTE HOLDINGS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$66 | 清仓 |