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 |
|---|---|---|---|---|---|---|---|---|
| FREL | FIDELITY COVINGTON TRUST | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $2.70万 | 0.00% | 8 | 6 | 300.0% | $2.02万 | 加仓 |
| TER | TERADYNE INC | $2.70万 | 0.00% | 92 | 12 | 15.0% | $3,517 | 加仓 |
| RIO | RIO TINTO PLC | $2.72万 | 0.00% | 292 | 72 | 32.7% | $6,714 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.73万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2.73万 | 0.00% | 373 | 65 | 21.1% | $4,758 | 加仓 |
| MAGS | LISTED FDS TR | $2.74万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $2.76万 | 0.00% | 457 | -369 | -44.7% | -$2.23万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $2.77万 | 0.00% | 273 | 8 | 3.0% | $812 | 加仓 |
| CVNA | CARVANA CO | $2.77万 | 0.00% | 89 | 68 | 323.8% | $2.12万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.77万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $2.78万 | 0.00% | 205 | 5 | 2.5% | $677 | 加仓 |
| PPL | PPL CORP | $2.79万 | 0.00% | 731 | 126 | 20.8% | $4,814 | 加仓 |
| WAT | WATERS CORP | $2.80万 | 0.00% | 94 | 10 | 11.9% | $2,978 | 加仓 |
| BDX | BECTON DICKINSON &CO | $2.80万 | 0.00% | 178 | 43 | 31.9% | $6,769 | 加仓 |
| EVRG | EVERGY INC | $2.83万 | 0.00% | 345 | 21 | 6.5% | $1,720 | 加仓 |
| SCZ | ISHARES TR | $2.83万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PREM DIVID FD | $2.83万 | 0.00% | 2,161 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $2.86万 | 0.00% | 768 | 28 | 3.8% | $1,042 | 加仓 |
| FTI | TECHNIPFMC PLC | $2.86万 | 0.00% | 414 | 220 | 113.4% | $1.52万 | 加仓 |
| NET | CLOUDFLARE INC | $2.87万 | 0.00% | 139 | 27 | 24.1% | $5,577 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $2.90万 | 0.00% | 1,342 | 137 | 11.4% | $2,961 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 860 | 166 | 23.9% | $5,623 | 加仓 |
| ARKX | ARK ETF TR | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $2.95万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $2.96万 | 0.00% | 172 | 1 | 0.6% | $172 | 加仓 |
| GWW | WW GRAINGER INC | $2.96万 | 0.00% | 27 | -29 | -51.8% | -$3.18万 | 减仓 |
| AGGY | WISDOMTREE TR | $2.99万 | 0.00% | 689 | -6 | -0.9% | -$260 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2.99万 | 0.00% | 200 | 85 | 73.9% | $1.27万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3.00万 | 0.00% | 722 | -8 | -1.1% | -$332 | 减仓 |
| SYM | SYMBOTIC INC | $3.00万 | 0.00% | 563 | 363 | 181.5% | $1.93万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3.01万 | 0.00% | 637 | -8 | -1.2% | -$378 | 减仓 |
| TOST | TOAST INC | $3.04万 | 0.00% | 1,148 | 340 | 42.1% | $9,013 | 加仓 |
| QYLD | GLOBAL X FDS | $3.06万 | 0.00% | 1,783 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $3.07万 | 0.00% | 140 | 29 | 26.1% | $6,351 | 加仓 |
| SNOW | SNOWFLAKE INC | $3.07万 | 0.00% | 204 | 28 | 15.9% | $4,217 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.08万 | 0.00% | 281 | 281 | — | $3.08万 | 新建仓 |
| GLPI | GAMING &LEISURE P | $3.08万 | 0.00% | 695 | 18 | 2.7% | $799 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $3.10万 | 0.00% | 709 | 709 | — | $3.10万 | 新建仓 |
| — | NUVEEN MASS QUALITY MUN INC | $3.10万 | 0.00% | 2,516 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $3.10万 | 0.00% | 94 | -31 | -24.8% | -$1.02万 | 减仓 |
| MSCI | MSCI INC | $3.13万 | 0.00% | 58 | -4 | -6.5% | -$2,157 | 减仓 |
| HYG | ISHARES TR | $3.18万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3.20万 | 0.00% | 57 | 18 | 46.2% | $1.01万 | 加仓 |
| SII | SPROTT INC | $3.22万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.23万 | 0.00% | 812 | 20 | 2.5% | $796 | 加仓 |
| WPC | WP CAREY INC | $3.25万 | 0.00% | 478 | -251 | -34.4% | -$1.71万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.28万 | 0.00% | 140 | 40 | 40.0% | $9,361 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $3.30万 | 0.00% | 318 | 9 | 2.9% | $934 | 加仓 |
| IWP | ISHARES TR | $3.31万 | 0.00% | 258 | -45 | -14.9% | -$5,765 | 减仓 |
| FDX | FEDEX CORP | $3.31万 | 0.00% | 92 | 22 | 31.4% | $7,906 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $3.32万 | 0.00% | 441 | 39 | 9.7% | $2,933 | 加仓 |
| NVR | NVR INC | $3.32万 | 0.00% | 5 | 5 | — | $3.32万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $3.33万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3.35万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $3.36万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $3.36万 | 0.00% | 1,782 | 777 | 77.3% | $1.47万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $3.37万 | 0.00% | 577 | -40 | -6.5% | -$2,339 | 减仓 |
| FLRN | SPDR SERIES TRUST | $3.39万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.39万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.40万 | 0.00% | 121 | 23 | 23.5% | $6,471 | 加仓 |
| IUSV | ISHARES TR | $3.42万 | 0.00% | 334 | -73 | -17.9% | -$7,475 | 减仓 |
| EQNR | EQUINOR ASA | $3.42万 | 0.00% | 811 | 58 | 7.7% | $2,448 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $3.43万 | 0.00% | 2,459 | 72 | 3.0% | $1,005 | 加仓 |
| ESGV | VANGUARD WORLD FD | $3.45万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $3.45万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $3.48万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3.48万 | 0.00% | 709 | 122 | 20.8% | $5,982 | 加仓 |
| MRSH | MARSH &MCLENNAN COS INC | $3.48万 | 0.00% | 200 | 62 | 44.9% | $1.08万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.49万 | 0.00% | 520 | 31 | 6.3% | $2,079 | 加仓 |
| XTN | SPDR SERIES TRUST | $3.53万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $3.55万 | 0.00% | 651 | -524 | -44.6% | -$2.86万 | 减仓 |
| CLX | CLOROX CO DEL | $3.56万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $3.61万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $3.61万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $3.61万 | 0.00% | 684 | 40 | 6.2% | $2,112 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3.64万 | 0.00% | 52 | 52 | — | $3.64万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $3.68万 | 0.00% | 199 | 98 | 97.0% | $1.81万 | 加仓 |
| BOH | BANK HAWAII CORP | $3.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $3.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $3.72万 | 0.00% | 370 | 9 | 2.5% | $906 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.74万 | 0.00% | 827 | 108 | 15.0% | $4,885 | 加仓 |
| P | EVERPURE INC | $3.75万 | 0.00% | 635 | 102 | 19.1% | $6,022 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3.75万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.76万 | 0.00% | 114 | 5 | 4.6% | $1,648 | 加仓 |
| UBS | UBS GROUP AG | $3.76万 | 0.00% | 963 | 60 | 6.6% | $2,343 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $3.77万 | 0.00% | 714 | 4 | 0.6% | $211 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $3.79万 | 0.00% | 1,316 | 15 | 1.2% | $432 | 加仓 |
| TPHD | TIMOTHY PLAN | $3.81万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $3.85万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3.85万 | 0.00% | 361 | 26 | 7.8% | $2,772 | 加仓 |
| NRG | NRG ENERGY INC | $3.86万 | 0.00% | 264 | 62 | 30.7% | $9,063 | 加仓 |
| SR | SPIRE INC | $3.88万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $3.89万 | 0.00% | 50 | 16 | 47.1% | $1.24万 | 加仓 |
| IBB | ISHARES TR | $3.93万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $3.94万 | 0.00% | 1,561 | -113 | -6.8% | -$2,855 | 减仓 |
| — | BLACKROCK ENERGY &RES TR | $3.95万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $3.95万 | 0.00% | 638 | 45 | 7.6% | $2,786 | 加仓 |
| DOV | DOVER CORP | $3.96万 | 0.00% | 190 | -62 | -24.6% | -$1.29万 | 减仓 |
| CCL | CARNIVAL CORP | $3.98万 | 0.00% | 1,537 | 177 | 13.0% | $4,581 | 加仓 |