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 |
|---|---|---|---|---|---|---|---|---|
| CRNC | CERENCE INC | $5,470 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,485 | 0.00% | 117 | 117 | — | $5,485 | 新建仓 |
| MDB | MONGODB INC | $5,506 | 0.00% | 22 | 7 | 46.7% | $1,752 | 加仓 |
| WIT | WIPRO LTD | $5,508 | 0.00% | 2,598 | 2,598 | — | $5,508 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $5,542 | 0.00% | 114 | 54 | 90.0% | $2,625 | 加仓 |
| AMRZ | AMRIZE LTD | $5,602 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5,627 | 0.00% | 196 | 100 | 104.2% | $2,871 | 加仓 |
| COHR | COHERENT CORP | $5,657 | 0.00% | 24 | 14 | 140.0% | $3,300 | 加仓 |
| AES | AES CORP | $5,665 | 0.00% | 402 | 169 | 72.5% | $2,382 | 加仓 |
| WDAY | WORKDAY INC | $5,773 | 0.00% | 44 | 17 | 63.0% | $2,230 | 加仓 |
| DT | DYNATRACE INC | $5,807 | 0.00% | 157 | 157 | — | $5,807 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $5,845 | 0.00% | 11 | 2 | 22.2% | $1,063 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $5,854 | 0.00% | 417 | -50 | -10.7% | -$702 | 减仓 |
| HLIT | HARMONIC INC | $5,855 | 0.00% | 652 | 652 | — | $5,855 | 新建仓 |
| POOL | POOL CORP | $5,868 | 0.00% | 29 | 3 | 11.5% | $607 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $5,881 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $5,933 | 0.00% | 109 | 9 | 9.0% | $490 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $5,934 | 0.00% | 300 | -130 | -30.2% | -$2,571 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,949 | 0.00% | 28 | 13 | 86.7% | $2,762 | 加仓 |
| IWY | ISHARES TR | $5,972 | 0.00% | 24 | 24 | — | $5,972 | 新建仓 |
| VLTO | VERALTO CORP | $6,012 | 0.00% | 68 | 17 | 33.3% | $1,503 | 加仓 |
| IQV | IQVIA HLDGS INC | $6,043 | 0.00% | 35 | 24 | 218.2% | $4,144 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,081 | 0.00% | 164 | -32 | -16.3% | -$1,187 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $6,088 | 0.00% | 105 | 82 | 356.5% | $4,754 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $6,121 | 0.00% | 122 | 35 | 40.2% | $1,756 | 加仓 |
| BROS | DUTCH BROS INC | $6,130 | 0.00% | 121 | 71 | 142.0% | $3,597 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $6,218 | 0.00% | 193 | 193 | — | $6,218 | 新建仓 |
| HUBB | HUBBELL INC | $6,256 | 0.00% | 13 | 8 | 160.0% | $3,850 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6,290 | 0.00% | 78 | -9 | -10.3% | -$726 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $6,296 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $6,304 | 0.00% | 60 | 18 | 42.9% | $1,891 | 加仓 |
| LYFT | LYFT INC | $6,306 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $6,309 | 0.00% | 124 | -40 | -24.4% | -$2,035 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $6,374 | 0.00% | 294 | 294 | — | $6,374 | 新建仓 |
| OC | OWENS CORNING NEW | $6,385 | 0.00% | 59 | 5 | 9.3% | $541 | 加仓 |
| OMC | OMNICOM GROUP INC | $6,401 | 0.00% | 85 | 29 | 51.8% | $2,184 | 加仓 |
| SPIB | SPDR SERIES TRUST | $6,440 | 0.00% | 192 | 192 | — | $6,440 | 新建仓 |
| IGF | ISHARES TR | $6,469 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $6,479 | 0.00% | 81 | 78 | 2,600.0% | $6,239 | 加仓 |
| CNA | CNA FINL CORP | $6,521 | 0.00% | 142 | 17 | 13.6% | $781 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $6,537 | 0.00% | 453 | 50 | 12.4% | $722 | 加仓 |
| PKX | POSCO HOLDINGS INC | $6,551 | 0.00% | 112 | 112 | — | $6,551 | 新建仓 |
| — | COTERRA ENERGY INC | $6,571 | 0.00% | 187 | 6 | 3.3% | $211 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $6,580 | 0.00% | 72 | 15 | 26.3% | $1,371 | 加仓 |
| BCPC | BALCHEM CORP | $6,610 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $6,649 | 0.00% | 53 | -10 | -15.9% | -$1,255 | 减仓 |
| IBDR | ISHARES TR | $6,666 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6,671 | 0.00% | 5 | 4 | 400.0% | $5,337 | 加仓 |
| SNY | SANOFI SA | $6,696 | 0.00% | 139 | 10 | 7.8% | $482 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $6,818 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,822 | 0.00% | 24 | 7 | 41.2% | $1,990 | 加仓 |
| IVZ | INVESCO LTD | $6,825 | 0.00% | 281 | 71 | 33.8% | $1,724 | 加仓 |
| PHIN | PHINIA INC | $6,844 | 0.00% | 100 | 80 | 400.0% | $5,475 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6,850 | 0.00% | 144 | -1 | -0.7% | -$48 | 减仓 |
| WSO | WATSCO INC | $6,912 | 0.00% | 19 | 2 | 11.8% | $728 | 加仓 |
| IYJ | ISHARES TR | $6,934 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $6,962 | 0.00% | 82 | 82 | — | $6,962 | 新建仓 |
| RDY | DR REDDYS LABS LTD | $6,980 | 0.00% | 504 | 504 | — | $6,980 | 新建仓 |
| TY | TRI CONTL CORP | $6,981 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $7,014 | 0.00% | 101 | -19 | -15.8% | -$1,319 | 减仓 |
| ARGX | ARGENX SE | $7,068 | 0.00% | 9 | 1 | 12.5% | $785 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $7,123 | 0.00% | 143 | 143 | — | $7,123 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $7,154 | 0.00% | 154 | 154 | — | $7,154 | 新建仓 |
| RMD | RESMED INC | $7,184 | 0.00% | 32 | 28 | 700.0% | $6,286 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $7,190 | 0.00% | 72 | 72 | — | $7,190 | 新建仓 |
| TDVG | T ROWE PRICE ETF INC | $7,268 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $7,276 | 0.00% | 29 | 19 | 190.0% | $4,767 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $7,280 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $7,383 | 0.00% | 10 | 8 | 400.0% | $5,906 | 加仓 |
| MGA | MAGNA INTL INC | $7,423 | 0.00% | 133 | 33 | 33.0% | $1,842 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $7,472 | 0.00% | 1,668 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $7,500 | 0.00% | 50 | 20 | 66.7% | $3,000 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $7,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $7,530 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP | $7,536 | 0.00% | 82 | -21 | -20.4% | -$1,930 | 减仓 |
| KKR | KKR &CO INC | $7,546 | 0.00% | 81 | 32 | 65.3% | $2,981 | 加仓 |
| FICO | FAIR ISAAC CORP | $7,550 | 0.00% | 7 | 6 | 600.0% | $6,471 | 加仓 |
| NIO | NIO INC | $7,562 | 0.00% | 1,254 | 509 | 68.3% | $3,069 | 加仓 |
| — | ACRES COMMERCIAL REALTY CORP | $7,593 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,595 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,665 | 0.00% | 125 | 125 | — | $7,665 | 新建仓 |
| BRO | BROWN &BROWN INC | $7,694 | 0.00% | 118 | 16 | 15.7% | $1,043 | 加仓 |
| TPC | TUTOR PERINI CORP | $7,719 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $7,750 | 0.00% | 140 | 140 | — | $7,750 | 新建仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $7,860 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $7,873 | 0.00% | 64 | 4 | 6.7% | $492 | 加仓 |
| RELX | RELX PLC | $7,888 | 0.00% | 238 | 63 | 36.0% | $2,088 | 加仓 |
| CLFD | CLEARFIELD INC | $7,941 | 0.00% | 300 | 300 | — | $7,941 | 新建仓 |
| CBRE | CBRE GROUP INC | $8,003 | 0.00% | 59 | 31 | 110.7% | $4,205 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $8,090 | 0.00% | 67 | 67 | — | $8,090 | 新建仓 |
| LTBR | LIGHTBRIDGE CORP | $8,138 | 0.00% | 763 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $8,187 | 0.00% | 120 | 13 | 12.1% | $887 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $8,213 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $8,235 | 0.00% | 449 | 73 | 19.4% | $1,339 | 加仓 |
| PAYX | PAYCHEX INC | $8,313 | 0.00% | 90 | 31 | 52.5% | $2,863 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $8,341 | 0.00% | 1,082 | 41 | 3.9% | $316 | 加仓 |
| IX | ORIX CORP | $8,356 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $8,377 | 0.00% | 84 | 54 | 180.0% | $5,385 | 加仓 |
| AJG | GALLAGHER ARTHUR J &CO | $8,457 | 0.00% | 39 | 24 | 160.0% | $5,204 | 加仓 |
| WF | WOORI FINL GROUP INC | $8,458 | 0.00% | 127 | 127 | — | $8,458 | 新建仓 |