SHP Wealth Management
PLYMOUTH MA · SEC CIK 0001807060
$14.54亿2026Q2 申报市值
1,975持仓数
69.1%前十大占比 · 第一大 27.2%
269 / 134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
USTB 加仓+$2,719.10万
HYDB 加仓+$2,306.57万
XMMO 新建仓+$2,224.94万
VOO 加仓+$1,452.60万
JEPI 加仓+$594.99万
2026Q2 卖出最多 按季末市值估算
VCIT 减仓-$8,057.56万
JMEE 减仓-$2,467.87万
VO 减仓-$2,348.11万
SHYG 减仓-$2,129.52万
JEPQ 减仓-$549.76万
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 |
|---|---|---|---|---|---|---|---|---|
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -6,734 | -100.0% | -$28.62万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,130 | -100.0% | -$22.41万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -6,837 | -100.0% | -$14.28万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -7,010 | -100.0% | -$6.23万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -799 | -100.0% | -$6.04万 | 清仓 |
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -955 | -100.0% | -$4.58万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,537 | -100.0% | -$3.98万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -688 | -100.0% | -$3.45万 | 清仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -2,459 | -100.0% | -$3.43万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,100 | -100.0% | -$3.39万 | 清仓 |
| PTRB | PGIM ETF TR | $0 | 0.00% | 0 | -644 | -100.0% | -$2.67万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -550 | -100.0% | -$2.53万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.52万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -299 | -100.0% | -$2.31万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -300 | -100.0% | -$2.19万 | 清仓 |
| AVLV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -261 | -100.0% | -$2.11万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -84 | -100.0% | -$1.82万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -451 | -100.0% | -$1.60万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -424 | -100.0% | -$1.56万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.53万 | 清仓 |
| BAR | GRANITESHARES GOLD TR | $0 | 0.00% | 0 | -293 | -100.0% | -$1.35万 | 清仓 |
| CODI | COMPASS DIVERSIFIED | $0 | 0.00% | 0 | -1,516 | -100.0% | -$1.19万 | 清仓 |
| CMDT | PIMCO ETF TR | $0 | 0.00% | 0 | -363 | -100.0% | -$1.17万 | 清仓 |
| DFIS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -327 | -100.0% | -$1.10万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -135 | -100.0% | -$9,982 | 清仓 |
| — | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -200 | -100.0% | -$9,708 | 清仓 |
| CSRE | COHEN &STEERS ETF TRUST | $0 | 0.00% | 0 | -337 | -100.0% | -$8,856 | 清仓 |
| STRA | STRATEGIC ED INC | $0 | 0.00% | 0 | -103 | -100.0% | -$8,544 | 清仓 |
| ABR | ARBOR REALTY TRUST INC | $0 | 0.00% | 0 | -1,082 | -100.0% | -$8,341 | 清仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -140 | -100.0% | -$7,750 | 清仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -72 | -100.0% | -$7,190 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -143 | -100.0% | -$7,123 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -187 | -100.0% | -$6,571 | 清仓 |
| SPIB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -192 | -100.0% | -$6,440 | 清仓 |
| DIHP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -193 | -100.0% | -$6,218 | 清仓 |
| IWY | ISHARES TR | $0 | 0.00% | 0 | -24 | -100.0% | -$5,972 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -117 | -100.0% | -$5,485 | 清仓 |
| PAGP | PLAINS GP HLDGS L P | $0 | 0.00% | 0 | -218 | -100.0% | -$5,293 | 清仓 |
| TPSC | TIMOTHY PLAN | $0 | 0.00% | 0 | -120 | -100.0% | -$5,093 | 清仓 |
| JMBS | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -111 | -100.0% | -$5,015 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -505 | -100.0% | -$4,979 | 清仓 |
| — | LEGGETT &PLATT INC | $0 | 0.00% | 0 | -500 | -100.0% | -$4,940 | 清仓 |
| AAXJ | ISHARES TR | $0 | 0.00% | 0 | -51 | -100.0% | -$4,911 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -143 | -100.0% | -$4,506 | 清仓 |
| CALF | PACER FDS TR | $0 | 0.00% | 0 | -95 | -100.0% | -$4,263 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -115 | -100.0% | -$4,225 | 清仓 |
| SRVR | PACER FDS TR | $0 | 0.00% | 0 | -130 | -100.0% | -$4,059 | 清仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -60 | -100.0% | -$3,587 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -113 | -100.0% | -$3,466 | 清仓 |
| CMC | COMMERCIAL METALS CO | $0 | 0.00% | 0 | -56 | -100.0% | -$3,440 | 清仓 |
| DXC | DXC TECHNOLOGY CO | $0 | 0.00% | 0 | -247 | -100.0% | -$3,105 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$3,098 | 清仓 |
| LI | LI AUTO INC | $0 | 0.00% | 0 | -169 | -100.0% | -$3,014 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -43 | -100.0% | -$2,793 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -3 | -100.0% | -$2,370 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -16 | -100.0% | -$2,245 | 清仓 |
| WTM | WHITE MTNS INS GROUP LTD | $0 | 0.00% | 0 | -1 | -100.0% | -$2,197 | 清仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -16 | -100.0% | -$2,052 | 清仓 |
| NNE | NANO NUCLEAR ENERGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2,048 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -1,030 | -100.0% | -$2,008 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,956 | 清仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -24 | -100.0% | -$1,824 | 清仓 |
| AVEM | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -22 | -100.0% | -$1,773 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -32 | -100.0% | -$1,758 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,736 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,600 | 清仓 |
| XP | XP INC | $0 | 0.00% | 0 | -83 | -100.0% | -$1,580 | 清仓 |
| GDS | GDS HLDGS LTD | $0 | 0.00% | 0 | -39 | -100.0% | -$1,571 | 清仓 |
| STIP | ISHARES TR | $0 | 0.00% | 0 | -15 | -100.0% | -$1,551 | 清仓 |
| MNSO | MINISO GROUP HLDG LTD | $0 | 0.00% | 0 | -93 | -100.0% | -$1,507 | 清仓 |
| SPXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -8 | -100.0% | -$1,479 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -8 | -100.0% | -$1,318 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -155 | -100.0% | -$1,293 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1,261 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $0 | 0.00% | 0 | -400 | -100.0% | -$1,228 | 清仓 |
| BILI | BILIBILI INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1,015 | 清仓 |
| SAM | BOSTON BEER INC | $0 | 0.00% | 0 | -4 | -100.0% | -$921 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -19 | -100.0% | -$891 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -25 | -100.0% | -$888 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -145 | -100.0% | -$867 | 清仓 |
| HL | HECLA MINING COMPANY | $0 | 0.00% | 0 | -46 | -100.0% | -$857 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -5 | -100.0% | -$850 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -26 | -100.0% | -$818 | 清仓 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$794 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$786 | 清仓 |
| OTEX | OPEN TEXT CORP | $0 | 0.00% | 0 | -34 | -100.0% | -$756 | 清仓 |
| SVCO | SILVACO GROUP INC | $0 | 0.00% | 0 | -100 | -100.0% | -$708 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$666 | 清仓 |
| AEIS | ADVANCED ENERGY INDS | $0 | 0.00% | 0 | -2 | -100.0% | -$645 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$618 | 清仓 |
| RWR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6 | -100.0% | -$606 | 清仓 |
| PAYS | PAYSIGN INC | $0 | 0.00% | 0 | -100 | -100.0% | -$590 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$585 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -25 | -100.0% | -$562 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -25 | -100.0% | -$536 | 清仓 |
| — | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10 | -100.0% | -$520 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -23 | -100.0% | -$433 | 清仓 |
| — | COFFEE HLDG CO INC | $0 | 0.00% | 0 | -100 | -100.0% | -$425 | 清仓 |
| — | CREATIVE MEDIA &CMNTY TR | $0 | 0.00% | 0 | -683 | -100.0% | -$420 | 清仓 |
| SOC | SABLE OFFSHORE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$413 | 清仓 |