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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $6,257 | 0.00% | 111 | -43 | -27.9% | -$2,424 | 减仓 |
| OGE | OGE ENERGY CORP | $6,268 | 0.00% | 129 | 24 | 22.9% | $1,166 | 加仓 |
| VTR | VENTAS INC | $6,304 | 0.00% | 71 | 14 | 24.6% | $1,243 | 加仓 |
| NDAQ | NASDAQ INC | $6,306 | 0.00% | 80 | -2 | -2.4% | -$158 | 减仓 |
| NIO | NIO INC | $6,345 | 0.00% | 1,254 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6,378 | 0.00% | 72 | 39 | 118.2% | $3,455 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,399 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $6,405 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| — | MFS INTER INCOME TR | $6,449 | 0.00% | 2,611 | -389 | -13.0% | -$961 | 减仓 |
| ACWX | ISHARES TR | $6,455 | 0.00% | 85 | 28 | 49.1% | $2,126 | 加仓 |
| RDY | DR REDDYS LABS LTD | $6,492 | 0.00% | 448 | -56 | -11.1% | -$812 | 减仓 |
| LAND | GLADSTONE LD CORP | $6,519 | 0.00% | 764 | 764 | — | $6,519 | 新建仓 |
| IGF | ISHARES TR | $6,521 | 0.00% | 98 | 1 | 1.0% | $67 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,560 | 0.00% | 163 | -1 | -0.6% | -$40 | 减仓 |
| BCPC | BALCHEM CORP | $6,589 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $6,605 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $6,623 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $6,663 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| CIM | CHIMERA INVT CORP | $6,670 | 0.00% | 500 | 500 | — | $6,670 | 新建仓 |
| NMAX | NEWSMAX INC | $6,696 | 0.00% | 809 | 500 | 161.8% | $4,138 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $6,710 | 0.00% | 763 | 0 | 0.0% | — | 不变 |
| STWD | STARWOOD PPTY TR INC | $6,716 | 0.00% | 410 | 410 | — | $6,716 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $6,727 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6,758 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $6,805 | 0.00% | 500 | 500 | — | $6,805 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6,818 | 0.00% | 125 | -19 | -13.2% | -$1,036 | 减仓 |
| DRS | LEONARDO DRS INC | $6,827 | 0.00% | 160 | 117 | 272.1% | $4,992 | 加仓 |
| PCAR | PACCAR INC | $6,867 | 0.00% | 57 | 24 | 72.7% | $2,891 | 加仓 |
| LPL | LG DISPLAY CO LTD | $6,870 | 0.00% | 1,766 | 796 | 82.1% | $3,097 | 加仓 |
| PCG | PG&E CORP | $6,887 | 0.00% | 409 | 139 | 51.5% | $2,341 | 加仓 |
| AES | AES CORP | $6,920 | 0.00% | 472 | 70 | 17.4% | $1,026 | 加仓 |
| DGS | WISDOMTREE TR | $6,924 | 0.00% | 107 | -48 | -31.0% | -$3,106 | 减仓 |
| LYFT | LYFT INC | $6,927 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| — | ACRES COMMERCIAL REALTY CORP | $6,974 | 0.00% | 392 | -1 | -0.3% | -$18 | 减仓 |
| FE | FIRSTENERGY CORP | $6,985 | 0.00% | 147 | 49 | 50.0% | $2,328 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $7,012 | 0.00% | 115 | 100 | 666.7% | $6,097 | 加仓 |
| RELX | RELX PLC | $7,031 | 0.00% | 222 | -16 | -6.7% | -$507 | 减仓 |
| IQV | IQVIA HLDGS INC | $7,039 | 0.00% | 36 | 1 | 2.9% | $196 | 加仓 |
| TDC | TERADATA CORP DEL | $7,069 | 0.00% | 204 | -5 | -2.4% | -$173 | 减仓 |
| GFS | GLOBALFOUNDRIES INC | $7,104 | 0.00% | 86 | 27 | 45.8% | $2,230 | 加仓 |
| NTAP | NETAPP INC | $7,119 | 0.00% | 46 | 13 | 39.4% | $2,012 | 加仓 |
| POWR | ISHARES INC | $7,162 | 0.00% | 256 | 256 | — | $7,162 | 新建仓 |
| RYLD | GLOBAL X FDS | $7,196 | 0.00% | 450 | 450 | — | $7,196 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $7,267 | 0.00% | 73 | 1 | 1.4% | $100 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $7,283 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION AND CONTROL | $7,321 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $7,327 | 0.00% | 77 | 75 | 3,750.0% | $7,137 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $7,391 | 0.00% | 68 | 28 | 70.0% | $3,043 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $7,408 | 0.00% | 50 | 50 | — | $7,408 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,501 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $7,503 | 0.00% | 432 | -740 | -63.1% | -$1.29万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $7,583 | 0.00% | 35 | 11 | 45.8% | $2,383 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $7,597 | 0.00% | 186 | 72 | 63.2% | $2,941 | 加仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $7,602 | 0.00% | 254 | 254 | — | $7,602 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $7,612 | 0.00% | 200 | 200 | — | $7,612 | 新建仓 |
| B | BARRICK MNG CORP | $7,640 | 0.00% | 208 | -286 | -57.9% | -$1.05万 | 减仓 |
| BWA | BORGWARNER INC | $7,660 | 0.00% | 115 | 6 | 5.5% | $400 | 加仓 |
| CW | CURTISS WRIGHT CORP | $7,677 | 0.00% | 10 | 7 | 233.3% | $5,374 | 加仓 |
| SOLV | SOLVENTUM CORP | $7,700 | 0.00% | 100 | 51 | 104.1% | $3,927 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $7,712 | 0.00% | 51 | -9 | -15.0% | -$1,361 | 减仓 |
| HUBB | HUBBELL INC | $7,718 | 0.00% | 15 | 2 | 15.4% | $1,029 | 加仓 |
| IREN | IREN LIMITED | $7,774 | 0.00% | 170 | 150 | 750.0% | $6,859 | 加仓 |
| MGA | MAGNA INTL INC | $7,879 | 0.00% | 120 | -13 | -9.8% | -$854 | 减仓 |
| WSO | WATSCO INC | $7,902 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $7,924 | 0.00% | 113 | -11 | -8.9% | -$771 | 减仓 |
| KEY | KEYCORP | $7,928 | 0.00% | 344 | 103 | 42.7% | $2,374 | 加仓 |
| CASY | CASEYS GEN STORES INC | $7,948 | 0.00% | 10 | 8 | 400.0% | $6,358 | 加仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $7,985 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $8,011 | 0.00% | 30 | 30 | — | $8,011 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $8,056 | 0.00% | 417 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $8,137 | 0.00% | 176 | -31 | -15.0% | -$1,433 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $8,152 | 0.00% | 870 | -130 | -13.0% | -$1,218 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $8,158 | 0.00% | 85 | 32 | 60.4% | $3,071 | 加仓 |
| QNT | QUANTINUUM INC | $8,174 | 0.00% | 100 | 100 | — | $8,174 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $8,188 | 0.00% | 21 | -12 | -36.4% | -$4,679 | 减仓 |
| PFF | ISHARES TR | $8,232 | 0.00% | 270 | -1,300 | -82.8% | -$3.96万 | 减仓 |
| SNY | SANOFI SA | $8,233 | 0.00% | 193 | 54 | 38.8% | $2,304 | 加仓 |
| PHIN | PHINIA INC | $8,237 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TPC | TUTOR PERINI CORP | $8,297 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $8,323 | 0.00% | 4 | 2 | 100.0% | $4,162 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $8,398 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $8,440 | 0.00% | 900 | 400 | 80.0% | $3,751 | 加仓 |
| SCI | SERVICE CORP INTL | $8,508 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $8,509 | 0.00% | 266 | 266 | — | $8,509 | 新建仓 |
| HLN | HALEON PLC | $8,520 | 0.00% | 913 | -98 | -9.7% | -$915 | 减仓 |
| IVZ | INVESCO LTD | $8,524 | 0.00% | 323 | 42 | 14.9% | $1,108 | 加仓 |
| OIH | VANECK ETF TRUST | $8,557 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $8,630 | 0.00% | 34 | 5 | 17.2% | $1,269 | 加仓 |
| CRH | CRH PLC | $8,664 | 0.00% | 81 | 21 | 35.0% | $2,246 | 加仓 |
| BROS | DUTCH BROS INC | $8,689 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $8,700 | 0.00% | 116 | 116 | — | $8,700 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $8,729 | 0.00% | 267 | 196 | 276.1% | $6,408 | 加仓 |
| MDB | MONGODB INC | $8,733 | 0.00% | 26 | 4 | 18.2% | $1,344 | 加仓 |
| AVAV | AEROVIRONMENT INC | $8,741 | 0.00% | 53 | 46 | 657.1% | $7,587 | 加仓 |
| OC | OWENS CORNING NEW | $8,743 | 0.00% | 55 | -4 | -6.8% | -$636 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $8,813 | 0.00% | 79 | 79 | — | $8,813 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $8,850 | 0.00% | 201 | 172 | 593.1% | $7,573 | 加仓 |
| WINA | WINMARK CORP | $8,885 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VOXR | VOX ROYALTY CORP | $8,946 | 0.00% | 1,891 | 1,891 | — | $8,946 | 新建仓 |
| NTRS | NORTHERN TR CORP | $9,058 | 0.00% | 52 | -15 | -22.4% | -$2,613 | 减仓 |