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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $6.50万 | 0.00% | 312 | 28 | 9.9% | $5,834 | 加仓 |
| HIMS | HIMS &HERS HEALTH INC | $6.56万 | 0.00% | 3,158 | -104 | -3.2% | -$2,159 | 减仓 |
| TPLC | TIMOTHY PLAN | $6.56万 | 0.00% | 1,413 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $6.61万 | 0.00% | 763 | -343 | -31.0% | -$2.97万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.61万 | 0.00% | 1,024 | 39 | 4.0% | $2,519 | 加仓 |
| WY | WEYERHAEUSER CO | $6.62万 | 0.00% | 2,710 | 53 | 2.0% | $1,295 | 加仓 |
| SPAB | SPDR SERIES TRUST | $6.72万 | 0.01% | 2,624 | -106 | -3.9% | -$2,716 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $6.78万 | 0.01% | 2,862 | 1,021 | 55.5% | $2.42万 | 加仓 |
| NWG | NATWEST GROUP PLC | $6.94万 | 0.01% | 4,662 | -3,820 | -45.0% | -$5.69万 | 减仓 |
| BP | BP PLC | $6.96万 | 0.01% | 1,481 | 75 | 5.3% | $3,524 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $7.17万 | 0.01% | 2,464 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7.19万 | 0.01% | 660 | 78 | 13.4% | $8,497 | 加仓 |
| VDE | VANGUARD WORLD FD | $7.25万 | 0.01% | 420 | -393 | -48.3% | -$6.79万 | 减仓 |
| — | WEBSTER FINL CORP | $7.26万 | 0.01% | 1,046 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $7.27万 | 0.01% | 687 | 1 | 0.1% | $106 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $7.28万 | 0.01% | 1,610 | -5 | -0.3% | -$226 | 减仓 |
| NBBK | NB BANCORP INC | $7.28万 | 0.01% | 3,456 | 2 | 0.1% | $42 | 加仓 |
| EQIX | EQUINIX INC | $7.31万 | 0.01% | 74 | 16 | 27.6% | $1.58万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $7.40万 | 0.01% | 918 | 26 | 2.9% | $2,096 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $7.57万 | 0.01% | 3,278 | 943 | 40.4% | $2.18万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $7.60万 | 0.01% | 421 | 52 | 14.1% | $9,384 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $7.62万 | 0.01% | 442 | 17 | 4.0% | $2,932 | 加仓 |
| VCR | VANGUARD WORLD FD | $7.65万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $7.71万 | 0.01% | 940 | 245 | 35.3% | $2.01万 | 加仓 |
| IWN | ISHARES TR | $7.92万 | 0.01% | 418 | 13 | 3.2% | $2,465 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $7.97万 | 0.01% | 1,976 | -94 | -4.5% | -$3,789 | 减仓 |
| AZN | ASTRAZENECA PLC | $8.12万 | 0.01% | 412 | 412 | — | $8.12万 | 新建仓 |
| IDU | ISHARES TR | $8.13万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| SUSC | ISHARES TR | $8.23万 | 0.01% | 3,558 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $8.25万 | 0.01% | 60 | 7 | 13.2% | $9,627 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $8.28万 | 0.01% | 2,033 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $8.32万 | 0.01% | 2,481 | 151 | 6.5% | $5,064 | 加仓 |
| ILTB | ISHARES TR | $8.36万 | 0.01% | 1,706 | -4,364 | -71.9% | -$21.39万 | 减仓 |
| DTH | WISDOMTREE TR | $8.40万 | 0.01% | 1,553 | -931 | -37.5% | -$5.03万 | 减仓 |
| KLAC | KLA CORP | $8.42万 | 0.01% | 57 | 22 | 62.9% | $3.25万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $8.46万 | 0.01% | 713 | 95 | 15.4% | $1.13万 | 加仓 |
| SUSB | ISHARES TR | $8.53万 | 0.01% | 3,402 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $8.54万 | 0.01% | 804 | -346 | -30.1% | -$3.68万 | 减仓 |
| VIS | VANGUARD WORLD FD | $8.56万 | 0.01% | 274 | 65 | 31.1% | $2.03万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8.58万 | 0.01% | 3,605 | 77 | 2.2% | $1,833 | 加仓 |
| VST | VISTRA CORP | $8.59万 | 0.01% | 571 | 111 | 24.1% | $1.67万 | 加仓 |
| OUST | OUSTER INC | $8.60万 | 0.01% | 4,680 | 243 | 5.5% | $4,464 | 加仓 |
| — | DBX ETF TR | $8.65万 | 0.01% | 2,441 | -1,689 | -40.9% | -$5.99万 | 减仓 |
| TMUS | T-MOBILE US INC | $8.74万 | 0.01% | 417 | 56 | 15.5% | $1.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $8.74万 | 0.01% | 3,531 | 0 | 0.0% | — | 不变 |
| WWJD | NORTHERN LTS FD TR IV | $8.98万 | 0.01% | 2,401 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $9.01万 | 0.01% | 1,967 | 63 | 3.3% | $2,885 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $9.03万 | 0.01% | 960 | 537 | 127.0% | $5.05万 | 加仓 |
| PFFD | GLOBAL X FDS | $9.03万 | 0.01% | 4,908 | -51 | -1.0% | -$938 | 减仓 |
| GSK | GSK PLC | $9.04万 | 0.01% | 1,637 | 70 | 4.5% | $3,864 | 加仓 |
| MMM | 3M CO | $9.33万 | 0.01% | 642 | 42 | 7.0% | $6,105 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $9.39万 | 0.01% | 452 | 38 | 9.2% | $7,893 | 加仓 |
| ARM | ARM HOLDINGS PLC | $9.39万 | 0.01% | 621 | -9 | -1.4% | -$1,362 | 减仓 |
| MFC | MANULIFE FINL CORP | $9.47万 | 0.01% | 2,749 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $9.47万 | 0.01% | 2,064 | -101 | -4.7% | -$4,636 | 减仓 |
| ANGL | VANECK ETF TRUST | $9.61万 | 0.01% | 3,346 | 0 | 0.0% | — | 不变 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $9.70万 | 0.01% | 1,132 | 20 | 1.8% | $1,713 | 加仓 |
| IONQ | IONQ INC | $9.82万 | 0.01% | 3,405 | 26 | 0.8% | $750 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $9.87万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $10.01万 | 0.01% | 1,620 | 166 | 11.4% | $1.03万 | 加仓 |
| MINT | PIMCO ETF TR | $10.02万 | 0.01% | 996 | 498 | 100.0% | $5.01万 | 加仓 |
| IEI | ISHARES TR | $10.03万 | 0.01% | 846 | 355 | 72.3% | $4.21万 | 加仓 |
| CMI | CUMMINS INC | $10.09万 | 0.01% | 187 | 19 | 11.3% | $1.03万 | 加仓 |
| TGT | TARGET CORP | $10.19万 | 0.01% | 841 | 72 | 9.4% | $8,725 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $10.26万 | 0.01% | 3,684 | 3,684 | — | $10.26万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $10.29万 | 0.01% | 1,047 | 49 | 4.9% | $4,814 | 加仓 |
| USFR | WISDOMTREE TR | $10.33万 | 0.01% | 2,052 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $10.47万 | 0.01% | 154 | 25 | 19.4% | $1.70万 | 加仓 |
| RY | ROYAL BK CDA | $10.49万 | 0.01% | 648 | 19 | 3.0% | $3,075 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $10.50万 | 0.01% | 2,158 | -520 | -19.4% | -$2.53万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $10.54万 | 0.01% | 1,093 | -199 | -15.4% | -$1.92万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $10.63万 | 0.01% | 811 | 83 | 11.4% | $1.09万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.71万 | 0.01% | 218 | 41 | 23.2% | $2.01万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $10.71万 | 0.01% | 680 | 12 | 1.8% | $1,890 | 加仓 |
| CRM | SALESFORCE INC | $10.75万 | 0.01% | 576 | 208 | 56.5% | $3.88万 | 加仓 |
| QHY | WISDOMTREE TR | $10.79万 | 0.01% | 2,371 | -994 | -29.5% | -$4.52万 | 减仓 |
| IWV | ISHARES TR | $10.80万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $10.96万 | 0.01% | 1,048 | 68 | 6.9% | $7,111 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $11.03万 | 0.01% | 1,829 | 1,829 | — | $11.03万 | 新建仓 |
| APH | AMPHENOL CORP | $11.08万 | 0.01% | 878 | 393 | 81.0% | $4.96万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $11.09万 | 0.01% | 1,438 | 653 | 83.2% | $5.04万 | 加仓 |
| BX | BLACKSTONE INC | $11.25万 | 0.01% | 978 | 53 | 5.7% | $6,096 | 加仓 |
| SYK | STRYKER CORPORATION | $11.27万 | 0.01% | 343 | 82 | 31.4% | $2.69万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $11.29万 | 0.01% | 1,958 | 58 | 3.1% | $3,343 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $11.30万 | 0.01% | 1,193 | 4 | 0.3% | $379 | 加仓 |
| SLB | SLB LIMITED | $11.31万 | 0.01% | 2,201 | 159 | 7.8% | $8,171 | 加仓 |
| IMO | IMPERIAL OIL LTD | $11.36万 | 0.01% | 868 | 5 | 0.6% | $654 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $11.46万 | 0.01% | 578 | -106 | -15.5% | -$2.10万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $11.52万 | 0.01% | 2,333 | 22 | 1.0% | $1,086 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $11.87万 | 0.01% | 1,589 | 15 | 1.0% | $1,121 | 加仓 |
| INTU | INTUIT | $11.96万 | 0.01% | 277 | 52 | 23.1% | $2.24万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $12.00万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $12.03万 | 0.01% | 979 | 141 | 16.8% | $1.73万 | 加仓 |
| CRWV | COREWEAVE INC | $12.03万 | 0.01% | 1,553 | 67 | 4.5% | $5,192 | 加仓 |
| SPTM | SPDR SERIES TRUST | $12.04万 | 0.01% | 1,523 | 39 | 2.6% | $3,083 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $12.05万 | 0.01% | 28 | 9 | 47.4% | $3.87万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $12.10万 | 0.01% | 200 | 8 | 4.2% | $4,840 | 加仓 |
| ETR | ENTERGY CORP NEW | $12.19万 | 0.01% | 1,085 | 19 | 1.8% | $2,134 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $12.20万 | 0.01% | 469 | -203 | -30.2% | -$5.28万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $12.22万 | 0.01% | 700 | -74 | -9.6% | -$1.29万 | 减仓 |