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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO EXCHANGE TRADED FD T | $4.00万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $4.03万 | 0.00% | 275 | 7 | 2.6% | $1,025 | 加仓 |
| OEF | ISHARES TR | $4.06万 | 0.00% | 127 | -5 | -3.8% | -$1,597 | 减仓 |
| VOLT | TEMA ETF TRUST | $4.07万 | 0.00% | 1,190 | 18 | 1.5% | $616 | 加仓 |
| IGV | ISHARES TR | $4.10万 | 0.00% | 512 | 512 | — | $4.10万 | 新建仓 |
| UL | UNILEVER PLC | $4.10万 | 0.00% | 720 | 15 | 2.1% | $855 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4.11万 | 0.00% | 1,150 | 179 | 18.4% | $6,391 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4.13万 | 0.00% | 222 | 39 | 21.3% | $7,259 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4.17万 | 0.00% | 121 | 39 | 47.6% | $1.34万 | 加仓 |
| IAT | ISHARES TR | $4.18万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $4.20万 | 0.00% | 1,864 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $4.23万 | 0.00% | 919 | 85 | 10.2% | $3,908 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $4.24万 | 0.00% | 1,990 | 101 | 5.3% | $2,153 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4.27万 | 0.00% | 148 | 12 | 8.8% | $3,458 | 加仓 |
| ITA | ISHARES TR | $4.31万 | 0.00% | 197 | 36 | 22.4% | $7,875 | 加仓 |
| EFV | ISHARES TR | $4.31万 | 0.00% | 580 | -20 | -3.3% | -$1,486 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4.31万 | 0.00% | 1,041 | -898 | -46.3% | -$3.72万 | 减仓 |
| SNDK | SANDISK CORP | $4.32万 | 0.00% | 68 | 66 | 3,300.0% | $4.19万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $4.35万 | 0.00% | 279 | 7 | 2.6% | $1,091 | 加仓 |
| — | NEOS ETF TRUST | $4.35万 | 0.00% | 848 | -57 | -6.3% | -$2,923 | 减仓 |
| IDA | IDACORP INC | $4.37万 | 0.00% | 306 | 6 | 2.0% | $858 | 加仓 |
| LH | LABCORP HOLDINGS INC | $4.38万 | 0.00% | 164 | 4 | 2.5% | $1,067 | 加仓 |
| OTTR | OTTER TAIL CORP | $4.39万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $4.39万 | 0.00% | 159 | 29 | 22.3% | $8,006 | 加仓 |
| EYLD | CAMBRIA ETF TR | $4.42万 | 0.00% | 1,068 | 88 | 9.0% | $3,644 | 加仓 |
| BIIB | BIOGEN INC | $4.43万 | 0.00% | 242 | 19 | 8.5% | $3,479 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4.43万 | 0.00% | 2,048 | 148 | 7.8% | $3,204 | 加仓 |
| CINF | CINCINNATI FINL CORP | $4.44万 | 0.00% | 282 | 10 | 3.7% | $1,574 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4.47万 | 0.00% | 293 | 7 | 2.4% | $1,068 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $4.48万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $4.52万 | 0.00% | 1,101 | 277 | 33.6% | $1.14万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $4.53万 | 0.00% | 5,256 | -258 | -4.7% | -$2,224 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $4.55万 | 0.00% | 774 | 177 | 29.6% | $1.04万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $4.55万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $4.58万 | 0.00% | 955 | -410 | -30.0% | -$1.96万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $4.60万 | 0.00% | 519 | -30 | -5.5% | -$2,661 | 减仓 |
| WMB | WILLIAMS COS INC | $4.63万 | 0.00% | 636 | 132 | 26.2% | $9,607 | 加仓 |
| NGG | NATIONAL GRID PLC | $4.65万 | 0.00% | 549 | 29 | 5.6% | $2,454 | 加仓 |
| FG | F&G ANNUITIES &LIFE INC | $4.66万 | 0.00% | 1,839 | -293 | -13.7% | -$7,419 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.67万 | 0.00% | 934 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.70万 | 0.00% | 2,537 | -158 | -5.9% | -$2,927 | 减仓 |
| IGSB | ISHARES TR | $4.73万 | 0.00% | 900 | -1,010 | -52.9% | -$5.31万 | 减仓 |
| BIZD | VANECK ETF TRUST | $4.75万 | 0.00% | 3,710 | -28,035 | -88.3% | -$35.88万 | 减仓 |
| VLUE | ISHARES TR | $4.75万 | 0.00% | 334 | 1 | 0.3% | $142 | 加仓 |
| DHR | DANAHER CORP DEL | $4.76万 | 0.00% | 251 | 18 | 7.7% | $3,410 | 加仓 |
| PFF | ISHARES TR | $4.76万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $4.83万 | 0.00% | 1,314 | -2 | -0.2% | -$74 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $4.83万 | 0.00% | 650 | -3 | -0.5% | -$223 | 减仓 |
| USRT | ISHARES TR | $4.84万 | 0.00% | 818 | 3 | 0.4% | $178 | 加仓 |
| UCO | PROSHARES TR II | $4.86万 | 0.00% | 1,238 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $4.88万 | 0.00% | 760 | 25 | 3.4% | $1,606 | 加仓 |
| WTFC | WINTRUST FINL CORP | $4.91万 | 0.00% | 354 | 1 | 0.3% | $139 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4.92万 | 0.00% | 627 | 627 | — | $4.92万 | 新建仓 |
| VOTE | TCW ETF TRUST | $4.93万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC | $4.95万 | 0.00% | 2,528 | -308 | -10.9% | -$6,025 | 减仓 |
| F | FORD MTR CO | $5.01万 | 0.00% | 4,339 | 39 | 0.9% | $450 | 加仓 |
| TTD | THE TRADE DESK INC | $5.02万 | 0.00% | 2,212 | -826 | -27.2% | -$1.87万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $5.06万 | 0.00% | 187 | 7 | 3.9% | $1,896 | 加仓 |
| SMMD | ISHARES TR | $5.08万 | 0.00% | 665 | 1 | 0.2% | $76 | 加仓 |
| BHP | BHP BILLITON LIMITED | $5.09万 | 0.00% | 700 | 433 | 162.2% | $3.15万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.12万 | 0.00% | 1,757 | -526 | -23.0% | -$1.53万 | 减仓 |
| APP | APPLOVIN CORP | $5.12万 | 0.00% | 129 | 51 | 65.4% | $2.02万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $5.17万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $5.18万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $5.18万 | 0.00% | 217 | 36 | 19.9% | $8,601 | 加仓 |
| CB | CHUBB LTD SWITZ | $5.22万 | 0.00% | 160 | 104 | 185.7% | $3.40万 | 加仓 |
| REGL | PROSHARES TR | $5.28万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.32万 | 0.00% | 2,512 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $5.33万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $5.34万 | 0.00% | 1,155 | -717 | -38.3% | -$3.31万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $5.39万 | 0.00% | 730 | 147 | 25.2% | $1.09万 | 加仓 |
| CSL | CARLISLE COS INC | $5.42万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| FELV | FIDELITY COVINGTON TRUST | $5.44万 | 0.00% | 1,557 | 20 | 1.3% | $698 | 加仓 |
| RL | RALPH LAUREN CORP | $5.57万 | 0.00% | 162 | 10 | 6.6% | $3,440 | 加仓 |
| COR | CENCORA INC | $5.60万 | 0.00% | 178 | -10 | -5.3% | -$3,148 | 减仓 |
| GRMN | GARMIN LTD | $5.60万 | 0.00% | 242 | 25 | 11.5% | $5,789 | 加仓 |
| IYY | ISHARES TR | $5.61万 | 0.00% | 354 | 279 | 372.0% | $4.42万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $5.78万 | 0.00% | 3,453 | -171 | -4.7% | -$2,863 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $5.81万 | 0.00% | 309 | 7 | 2.3% | $1,316 | 加仓 |
| CLS | CELESTICA INC | $5.81万 | 0.00% | 206 | 5 | 2.5% | $1,411 | 加仓 |
| TTE | TOTALENERGIES SE | $5.87万 | 0.00% | 645 | 73 | 12.8% | $6,643 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $5.88万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE &CO | $5.89万 | 0.00% | 104 | 33 | 46.5% | $1.87万 | 加仓 |
| PLD | PROLOGIS INC. | $5.93万 | 0.00% | 448 | 50 | 12.6% | $6,614 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $5.94万 | 0.00% | 1,631 | 60 | 3.8% | $2,184 | 加仓 |
| IWO | ISHARES TR | $5.96万 | 0.00% | 190 | 7 | 3.8% | $2,197 | 加仓 |
| AFL | AFLAC INC | $6.04万 | 0.00% | 550 | 239 | 76.8% | $2.62万 | 加仓 |
| — | HOLOGIC INC | $6.04万 | 0.00% | 799 | 21 | 2.7% | $1,587 | 加仓 |
| OACP | UNIFIED SER TR | $6.09万 | 0.00% | 2,680 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $6.09万 | 0.00% | 1,245 | 1,245 | — | $6.09万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $6.11万 | 0.00% | 6,441 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $6.18万 | 0.00% | 821 | 10 | 1.2% | $753 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $6.23万 | 0.00% | 7,010 | 253 | 3.7% | $2,247 | 加仓 |
| XEL | XCEL ENERGY INC | $6.26万 | 0.00% | 788 | 46 | 6.2% | $3,654 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $6.28万 | 0.00% | 321 | 4 | 1.3% | $782 | 加仓 |
| ICLN | ISHARES TR | $6.29万 | 0.00% | 3,438 | 143 | 4.3% | $2,616 | 加仓 |
| MGC | VANGUARD WORLD FD | $6.36万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $6.42万 | 0.00% | 324 | 105 | 47.9% | $2.08万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6.45万 | 0.00% | 397 | 12 | 3.1% | $1,949 | 加仓 |
| EFA | ISHARES TR | $6.45万 | 0.00% | 664 | 46 | 7.4% | $4,468 | 加仓 |