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 |
|---|---|---|---|---|---|---|---|---|
| GRID | FIRST TR EXCHANGE-TRADED FD | $1.86万 | 0.00% | 114 | 114 | — | $1.86万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1.87万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.87万 | 0.00% | 104 | 104 | — | $1.87万 | 新建仓 |
| FUTY | FIDELITY COVINGTON TRUST | $1.88万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $1.89万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.89万 | 0.00% | 892 | -219 | -19.7% | -$4,632 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.89万 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $1.89万 | 0.00% | 255 | -7 | -2.7% | -$520 | 减仓 |
| BF/A | BROWN FORMAN CORP | $1.90万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $1.90万 | 0.00% | 800 | 150 | 23.1% | $3,561 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.91万 | 0.00% | 281 | 25 | 9.8% | $1,703 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1.92万 | 0.00% | 424 | 69 | 19.4% | $3,126 | 加仓 |
| LWAY | LIFEWAY FOODS INC | $1.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.94万 | 0.00% | 70 | 32 | 84.2% | $8,889 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.95万 | 0.00% | 41 | 8 | 24.2% | $3,797 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.95万 | 0.00% | 96 | 62 | 182.4% | $1.26万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $1.96万 | 0.00% | 752 | 752 | — | $1.96万 | 新建仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1.97万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.98万 | 0.00% | 475 | 99 | 26.3% | $4,123 | 加仓 |
| TBT | PROSHARES TR | $1.99万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | FIS TR | $2.01万 | 0.00% | 625 | 625 | — | $2.01万 | 新建仓 |
| ABNB | AIRBNB INC | $2.01万 | 0.00% | 159 | 32 | 25.2% | $4,050 | 加仓 |
| B | BARRICK MNG CORP | $2.02万 | 0.00% | 494 | 244 | 97.6% | $9,953 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $2.02万 | 0.00% | 2,935 | 250 | 9.3% | $1,718 | 加仓 |
| — | VANECK ETF TRUST | $2.03万 | 0.00% | 524 | 524 | — | $2.03万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $2.04万 | 0.00% | 698 | -3 | -0.4% | -$88 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $2.04万 | 0.00% | 1,634 | 0 | 0.0% | — | 不变 |
| UMC | UNITED MICROELECTRONICS CORP | $2.05万 | 0.00% | 2,282 | 404 | 21.5% | $3,628 | 加仓 |
| DLTR | DOLLAR TREE INC | $2.06万 | 0.00% | 188 | 3 | 1.6% | $329 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.06万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $2.07万 | 0.00% | 429 | 29 | 7.2% | $1,400 | 加仓 |
| HACK | AMPLIFY ETF TR | $2.07万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $2.07万 | 0.00% | 335 | 23 | 7.4% | $1,424 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $2.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $2.08万 | 0.00% | 53 | 21 | 65.6% | $8,252 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2.11万 | 0.00% | 261 | 261 | — | $2.11万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $2.11万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $2.13万 | 0.00% | 85 | 43 | 102.4% | $1.08万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.15万 | 0.00% | 554 | 554 | — | $2.15万 | 新建仓 |
| ADBE | ADOBE INC | $2.16万 | 0.00% | 89 | 49 | 122.5% | $1.19万 | 加仓 |
| NULV | NUSHARES ETF TR | $2.16万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2.16万 | 0.00% | 48 | 10 | 26.3% | $4,508 | 加仓 |
| SNA | SNAP ON INC | $2.18万 | 0.00% | 60 | 3 | 5.3% | $1,090 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2.19万 | 0.00% | 134 | 132 | 6,600.0% | $2.16万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2.19万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $2.21万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2.23万 | 0.00% | 1,936 | 22 | 1.1% | $253 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2.25万 | 0.00% | 306 | 79 | 34.8% | $5,797 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2.25万 | 0.00% | 369 | 60 | 19.4% | $3,665 | 加仓 |
| — | ADVISORSHARES TR | $2.26万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $2.26万 | 0.00% | 129 | 10 | 8.4% | $1,751 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2.27万 | 0.00% | 196 | 27 | 16.0% | $3,127 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.28万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $2.28万 | 0.00% | 115 | 46 | 66.7% | $9,130 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.29万 | 0.00% | 21 | 6 | 40.0% | $6,532 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $2.30万 | 0.00% | 64 | 3 | 4.9% | $1,076 | 加仓 |
| HBM | HUDBAY MINERALS INC | $2.30万 | 0.00% | 1,100 | -50 | -4.3% | -$1,045 | 减仓 |
| PWR | QUANTA SVCS INC | $2.30万 | 0.00% | 42 | 22 | 110.0% | $1.20万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $2.30万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.31万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $2.31万 | 0.00% | 299 | 299 | — | $2.31万 | 新建仓 |
| ROST | ROSS STORES INC | $2.31万 | 0.00% | 106 | 80 | 307.7% | $1.75万 | 加仓 |
| OKLO | OKLO INC | $2.32万 | 0.00% | 467 | 15 | 3.3% | $744 | 加仓 |
| EMN | EASTMAN CHEM CO | $2.38万 | 0.00% | 312 | -70 | -18.3% | -$5,343 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $2.38万 | 0.00% | 366 | 13 | 3.7% | $846 | 加仓 |
| XYL | XYLEM INC | $2.39万 | 0.00% | 200 | 200 | — | $2.39万 | 新建仓 |
| HPQ | HP INC | $2.39万 | 0.00% | 1,246 | 75 | 6.4% | $1,441 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.40万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2.40万 | 0.00% | 1,055 | 66 | 6.7% | $1,503 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.43万 | 0.00% | 1,297 | 150 | 13.1% | $2,805 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $2.43万 | 0.00% | 646 | 53 | 8.9% | $1,992 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.47万 | 0.00% | 125 | -14 | -10.1% | -$2,767 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2.49万 | 0.00% | 190 | 33 | 21.0% | $4,333 | 加仓 |
| REET | ISHARES TR | $2.52万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| QGRO | AMERICAN CENTY ETF TR | $2.53万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2.53万 | 0.00% | 550 | 550 | — | $2.53万 | 新建仓 |
| TWLO | TWILIO INC | $2.54万 | 0.00% | 202 | 20 | 11.0% | $2,510 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $2.54万 | 0.00% | 223 | 34 | 18.0% | $3,874 | 加仓 |
| MBB | ISHARES TR | $2.55万 | 0.00% | 268 | -125 | -31.8% | -$1.19万 | 减仓 |
| SKT | TANGER INC | $2.55万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2.55万 | 0.00% | 120 | 1 | 0.8% | $213 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2.57万 | 0.00% | 224 | 24 | 12.0% | $2,756 | 加仓 |
| HSBC | HSBC HLDGS PLC | $2.57万 | 0.00% | 312 | -222 | -41.6% | -$1.83万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $2.58万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.59万 | 0.00% | 131 | 5 | 4.0% | $988 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2.60万 | 0.00% | 267 | 142 | 113.6% | $1.38万 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.60万 | 0.00% | 2,304 | 701 | 43.7% | $7,909 | 加仓 |
| OKTA | OKTA INC | $2.61万 | 0.00% | 331 | 22 | 7.1% | $1,732 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.61万 | 0.00% | 113 | 40 | 54.8% | $9,230 | 加仓 |
| SAP | SAP SE | $2.61万 | 0.00% | 153 | -41 | -21.1% | -$6,993 | 减仓 |
| UNM | UNUM GROUP | $2.61万 | 0.00% | 358 | 32 | 9.8% | $2,335 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2.64万 | 0.00% | 382 | 100 | 35.5% | $6,920 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.65万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $2.65万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $2.65万 | 0.00% | 182 | 22 | 13.8% | $3,206 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2.67万 | 0.00% | 30 | 18 | 150.0% | $1.60万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.67万 | 0.00% | 92 | 56 | 155.6% | $1.63万 | 加仓 |
| PTRB | PGIM ETF TR | $2.67万 | 0.00% | 644 | 644 | — | $2.67万 | 新建仓 |