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 |
|---|---|---|---|---|---|---|---|---|
| AX | AXOS FINANCIAL INC | $8,509 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $8,530 | 0.00% | 252 | -605 | -70.6% | -$2.05万 | 减仓 |
| STRA | STRATEGIC ED INC | $8,544 | 0.00% | 103 | 103 | — | $8,544 | 新建仓 |
| NUVB | NUVATION BIO INC | $8,580 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $8,622 | 0.00% | 331 | 101 | 43.9% | $2,631 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $8,647 | 0.00% | 60 | 41 | 215.8% | $5,909 | 加仓 |
| IHE | ISHARES TR | $8,668 | 0.00% | 100 | 100 | — | $8,668 | 新建仓 |
| TLT | ISHARES TR | $8,669 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RSI | RUSH STREET INTERACTIVE INC | $8,700 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $8,730 | 0.00% | 326 | 326 | — | $8,730 | 新建仓 |
| DGRW | WISDOMTREE TR | $8,784 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $8,826 | 0.00% | 102 | 102 | — | $8,826 | 新建仓 |
| CSRE | COHEN &STEERS ETF TRUST | $8,856 | 0.00% | 337 | 337 | — | $8,856 | 新建仓 |
| E | ENI SPA | $8,944 | 0.00% | 158 | 72 | 83.7% | $4,076 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $8,969 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| WINA | WINMARK CORP | $8,979 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $9,019 | 0.00% | 124 | 37 | 42.5% | $2,691 | 加仓 |
| JBL | JABIL INC | $9,065 | 0.00% | 34 | 10 | 41.7% | $2,666 | 加仓 |
| HUM | HUMANA INC | $9,126 | 0.00% | 53 | 12 | 29.3% | $2,066 | 加仓 |
| HEI | HEICO CORP NEW | $9,138 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,166 | 0.00% | 230 | -70 | -23.3% | -$2,790 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $9,174 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $9,211 | 0.00% | 479 | 7 | 1.5% | $135 | 加仓 |
| SCI | SERVICE CORP INTL | $9,241 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| OUT | OUTFRONT MEDIA INC | $9,249 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $9,256 | 0.00% | 40 | 5 | 14.3% | $1,157 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $9,278 | 0.00% | 134 | 58 | 76.3% | $4,016 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,284 | 0.00% | 47 | 42 | 840.0% | $8,296 | 加仓 |
| OIH | VANECK ETF TRUST | $9,297 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $9,315 | 0.00% | 155 | 48 | 44.9% | $2,885 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $9,346 | 0.00% | 851 | 8 | 0.9% | $88 | 加仓 |
| NTRS | NORTHERN TR CORP | $9,361 | 0.00% | 67 | 61 | 1,016.7% | $8,523 | 加仓 |
| SPSM | SPDR SERIES TRUST | $9,374 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $9,380 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $9,395 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $9,397 | 0.00% | 202 | 202 | — | $9,397 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $9,450 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $9,557 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| RMBS | RAMBUS INC DEL | $9,635 | 0.00% | 112 | 8 | 7.7% | $688 | 加仓 |
| HUBS | HUBSPOT INC | $9,693 | 0.00% | 40 | -2 | -4.8% | -$485 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $9,708 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $9,730 | 0.00% | 1,178 | 1,025 | 669.9% | $8,466 | 加仓 |
| CPT | CAMDEN PPTY TR | $9,766 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $9,773 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $9,777 | 0.00% | 110 | 2 | 1.9% | $178 | 加仓 |
| COKE | COCA COLA CONS INC | $9,779 | 0.00% | 51 | 1 | 2.0% | $192 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $9,780 | 0.00% | 227 | 87 | 62.1% | $3,748 | 加仓 |
| DHI | D R HORTON INC | $9,793 | 0.00% | 71 | 14 | 24.6% | $1,931 | 加仓 |
| SUSA | ISHARES TR | $9,836 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,854 | 0.00% | 109 | 25 | 29.8% | $2,260 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $9,874 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $9,924 | 0.00% | 39 | 34 | 680.0% | $8,652 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $9,958 | 0.00% | 137 | 68 | 98.6% | $4,943 | 加仓 |
| MLPX | GLOBAL X FDS | $9,982 | 0.00% | 135 | 135 | — | $9,982 | 新建仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1.00万 | 0.00% | 489 | 6 | 1.2% | $123 | 加仓 |
| HLN | HALEON PLC | $1.01万 | 0.00% | 1,011 | -164 | -14.0% | -$1,641 | 减仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.01万 | 0.00% | 240 | 240 | — | $1.01万 | 新建仓 |
| ECPG | ENCORE CAP GROUP INC | $1.02万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $1.06万 | 0.00% | 510 | -795 | -60.9% | -$1.64万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.07万 | 0.00% | 139 | 39 | 39.0% | $3,000 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1.08万 | 0.00% | 117 | 101 | 631.2% | $9,291 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1.08万 | 0.00% | 572 | -129 | -18.4% | -$2,429 | 减仓 |
| GQRE | FLEXSHARES TR | $1.09万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.09万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.09万 | 0.00% | 842 | -179 | -17.5% | -$2,314 | 减仓 |
| BYD | BOYD GAMING CORP | $1.09万 | 0.00% | 132 | -12 | -8.3% | -$990 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $1.09万 | 0.00% | 338 | 338 | — | $1.09万 | 新建仓 |
| OUSA | ALPS ETF TR | $1.10万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| DFIS | DIMENSIONAL ETF TRUST | $1.10万 | 0.00% | 327 | 327 | — | $1.10万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1.10万 | 0.00% | 644 | -2,975 | -82.2% | -$5.09万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $1.10万 | 0.00% | 261 | 11 | 4.4% | $465 | 加仓 |
| PBI | PITNEY BOWES INC | $1.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $1.11万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.11万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| FDLO | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $1.11万 | 0.00% | 94 | 61 | 184.8% | $7,204 | 加仓 |
| EBAY | EBAY INC. | $1.11万 | 0.00% | 122 | 62 | 103.3% | $5,646 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $1.12万 | 0.00% | 207 | 40 | 24.0% | $2,157 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1.12万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.13万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1.13万 | 0.00% | 29 | 15 | 107.1% | $5,824 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.13万 | 0.00% | 352 | 109 | 44.9% | $3,489 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $1.13万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $1.14万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.14万 | 0.00% | 56 | 21 | 60.0% | $4,281 | 加仓 |
| AA | ALCOA CORP | $1.16万 | 0.00% | 175 | 172 | 5,733.3% | $1.14万 | 加仓 |
| — | ARK ETF TR | $1.17万 | 0.00% | 433 | 36 | 9.1% | $969 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.17万 | 0.00% | 763 | -840 | -52.4% | -$1.29万 | 减仓 |
| CMDT | PIMCO ETF TR | $1.17万 | 0.00% | 363 | 363 | — | $1.17万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $1.17万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $1.17万 | 0.00% | 200 | 200 | — | $1.17万 | 新建仓 |
| NICE | NICE LTD | $1.18万 | 0.00% | 107 | 6 | 5.9% | $662 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.18万 | 0.00% | 598 | 183 | 44.1% | $3,616 | 加仓 |
| ONDS | ONDAS INC | $1.19万 | 0.00% | 1,318 | 825 | 167.3% | $7,457 | 加仓 |
| CODI | COMPASS DIVERSIFIED | $1.19万 | 0.00% | 1,516 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $1.21万 | 0.00% | 3,052 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $1.21万 | 0.00% | 28 | 1 | 3.7% | $431 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.21万 | 0.00% | 43 | 7 | 19.4% | $1,967 | 加仓 |
| TM | TOYOTA MOTOR CORP | $1.23万 | 0.00% | 60 | 22 | 57.9% | $4,503 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1.24万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |