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 |
|---|---|---|---|---|---|---|---|---|
| CDW | CDW CORP | $1.25万 | 0.00% | 103 | -70 | -40.5% | -$8,471 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $1.25万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $1.25万 | 0.00% | 42 | 2 | 5.0% | $594 | 加仓 |
| IYT | ISHARES TR | $1.25万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.26万 | 0.00% | 476 | 169 | 55.0% | $4,463 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1.26万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $1.26万 | 0.00% | 732 | 178 | 32.1% | $3,069 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1.30万 | 0.00% | 37 | 15 | 68.2% | $5,251 | 加仓 |
| — | HANCOCK JOHN INVT TR II | $1.30万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $1.33万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $1.33万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $1.34万 | 0.00% | 191 | 131 | 218.3% | $9,181 | 加仓 |
| WAB | WABTEC | $1.34万 | 0.00% | 54 | 19 | 54.3% | $4,714 | 加仓 |
| EFAV | ISHARES TR | $1.34万 | 0.00% | 147 | -15 | -9.3% | -$1,371 | 减仓 |
| MOS | MOSAIC CO | $1.34万 | 0.00% | 527 | 27 | 5.4% | $688 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1.35万 | 0.00% | 794 | 133 | 20.1% | $2,257 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.35万 | 0.00% | 1,697 | 405 | 31.3% | $3,216 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $1.35万 | 0.00% | 11 | 6 | 120.0% | $7,358 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $1.35万 | 0.00% | 293 | -164 | -35.9% | -$7,552 | 减仓 |
| IQLT | ISHARES TR | $1.35万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $1.35万 | 0.00% | 215 | 24 | 12.6% | $1,507 | 加仓 |
| IAGG | ISHARES TR | $1.36万 | 0.00% | 271 | -146 | -35.0% | -$7,306 | 减仓 |
| IQQQ | PROSHARES TR | $1.36万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $1.37万 | 0.00% | 95 | 13 | 15.9% | $1,871 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $1.38万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| SJNK | SPDR SERIES TRUST | $1.38万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $1.39万 | 0.00% | 96 | 43 | 81.1% | $6,218 | 加仓 |
| KR | KROGER CO | $1.40万 | 0.00% | 193 | 91 | 89.2% | $6,585 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.40万 | 0.00% | 152 | 96 | 171.4% | $8,824 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.40万 | 0.00% | 149 | 127 | 577.3% | $1.19万 | 加仓 |
| VMC | VULCAN MATLS CO | $1.41万 | 0.00% | 52 | 11 | 26.8% | $2,974 | 加仓 |
| CAG | CONAGRA BRANDS INC | $1.41万 | 0.00% | 900 | 140 | 18.4% | $2,201 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.42万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $1.42万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $1.43万 | 0.00% | 24 | 11 | 84.6% | $6,551 | 加仓 |
| USB | US BANCORP | $1.44万 | 0.00% | 277 | 120 | 76.4% | $6,237 | 加仓 |
| EIS | ISHARES INC | $1.46万 | 0.00% | 126 | 10 | 8.6% | $1,160 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.48万 | 0.00% | 711 | 711 | — | $1.48万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.48万 | 0.00% | 399 | 399 | — | $1.48万 | 新建仓 |
| CTAS | CINTAS CORP | $1.48万 | 0.00% | 87 | 51 | 141.7% | $8,662 | 加仓 |
| — | SPDR SERIES TRUST | $1.48万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $1.48万 | 0.00% | 110 | -229 | -67.6% | -$3.08万 | 减仓 |
| FAST | FASTENAL CO | $1.48万 | 0.00% | 319 | 121 | 61.1% | $5,619 | 加仓 |
| HAS | HASBRO INC | $1.50万 | 0.00% | 160 | -32 | -16.7% | -$2,990 | 减仓 |
| — | VOLATILITY SHS TR | $1.50万 | 0.00% | 1,019 | 2 | 0.2% | $29 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.51万 | 0.00% | 784 | -57 | -6.8% | -$1,100 | 减仓 |
| ROKU | ROKU INC | $1.51万 | 0.00% | 160 | 12 | 8.1% | $1,135 | 加仓 |
| NVT | NVENT ELEC PLC | $1.51万 | 0.00% | 128 | -3 | -2.3% | -$355 | 减仓 |
| BXP | BXP INC | $1.53万 | 0.00% | 294 | 44 | 17.6% | $2,284 | 加仓 |
| GM | GENERAL MTRS CO | $1.53万 | 0.00% | 205 | 42 | 25.8% | $3,128 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.53万 | 0.00% | 220 | 1 | 0.5% | $69 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.53万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $1.55万 | 0.00% | 546 | 546 | — | $1.55万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.55万 | 0.00% | 33 | 23 | 230.0% | $1.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1.56万 | 0.00% | 424 | 424 | — | $1.56万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $1.56万 | 0.00% | 463 | -21 | -4.3% | -$709 | 减仓 |
| SANM | SANMINA CORP | $1.57万 | 0.00% | 121 | 54 | 80.6% | $7,001 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.59万 | 0.00% | 188 | 18 | 10.6% | $1,526 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1.59万 | 0.00% | 1,062 | 91 | 9.4% | $1,366 | 加仓 |
| FSLR | FIRST SOLAR INC | $1.60万 | 0.00% | 81 | 70 | 636.4% | $1.38万 | 加仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $1.60万 | 0.00% | 234 | 234 | — | $1.60万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1.60万 | 0.00% | 59 | 55 | 1,375.0% | $1.49万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.60万 | 0.00% | 451 | 451 | — | $1.60万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.61万 | 0.00% | 1,016 | -350 | -25.6% | -$5,558 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.63万 | 0.00% | 214 | -42 | -16.4% | -$3,199 | 减仓 |
| PPG | PPG INDS INC | $1.64万 | 0.00% | 153 | 12 | 8.5% | $1,283 | 加仓 |
| DG | DOLLAR GEN CORP | $1.65万 | 0.00% | 139 | 11 | 8.6% | $1,305 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.65万 | 0.00% | 46 | 20 | 76.9% | $7,178 | 加仓 |
| PNR | PENTAIR PLC | $1.66万 | 0.00% | 190 | 23 | 13.8% | $2,005 | 加仓 |
| YUM | YUM BRANDS INC | $1.67万 | 0.00% | 108 | 35 | 47.9% | $5,418 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.67万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.68万 | 0.00% | 1,516 | 1,292 | 576.8% | $1.43万 | 加仓 |
| ITT | ITT INC | $1.68万 | 0.00% | 88 | 88 | — | $1.68万 | 新建仓 |
| ZTS | ZOETIS INC | $1.69万 | 0.00% | 143 | -2 | -1.4% | -$236 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $1.69万 | 0.00% | 424 | 424 | — | $1.69万 | 新建仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.70万 | 0.00% | 3,379 | -1,039 | -23.5% | -$5,227 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.71万 | 0.00% | 262 | 6 | 2.3% | $391 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.72万 | 0.00% | 75 | 16 | 27.1% | $3,677 | 加仓 |
| DBX | DROPBOX INC | $1.72万 | 0.00% | 759 | -11 | -1.4% | -$250 | 减仓 |
| APA | APA CORPORATION | $1.73万 | 0.00% | 408 | 6 | 1.5% | $255 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1.74万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $1.75万 | 0.00% | 327 | 121 | 58.7% | $6,458 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.75万 | 0.00% | 157 | 48 | 44.0% | $5,348 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.75万 | 0.00% | 2,000 | 800 | 66.7% | $7,016 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.76万 | 0.00% | 1,172 | 48 | 4.3% | $722 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $1.76万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $1.76万 | 0.00% | 282 | 1 | 0.4% | $63 | 加仓 |
| SIL | GLOBAL X FDS | $1.77万 | 0.00% | 197 | 137 | 228.3% | $1.23万 | 加仓 |
| MAS | MASCO CORP | $1.77万 | 0.00% | 294 | 12 | 4.3% | $724 | 加仓 |
| IJJ | ISHARES TR | $1.80万 | 0.00% | 136 | 2 | 1.5% | $265 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.81万 | 0.00% | 407 | 41 | 11.2% | $1,822 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.81万 | 0.00% | 246 | 105 | 74.5% | $7,732 | 加仓 |
| HRB | BLOCK H &R INC | $1.81万 | 0.00% | 571 | 23 | 4.2% | $730 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.82万 | 0.00% | 64 | 5 | 8.5% | $1,419 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.82万 | 0.00% | 84 | 44 | 110.0% | $9,559 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.83万 | 0.00% | 257 | 7 | 2.8% | $498 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $1.85万 | 0.00% | 1,493 | -2 | -0.1% | -$25 | 减仓 |
| SRE | SEMPRA | $1.85万 | 0.00% | 190 | 78 | 69.6% | $7,596 | 加仓 |