SHP Wealth Management
PLYMOUTH MA · SEC CIK 0001807060
$14.54亿2026Q2 申报市值
1,975持仓数
69.1%前十大占比 · 第一大 27.2%
269 / 134新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USTB 加仓+$2,719.10万
HYDB 加仓+$2,306.57万
XMMO 新建仓+$2,224.94万
VOO 加仓+$1,452.60万
JEPI 加仓+$594.99万
2026Q2 卖出最多 按季末市值估算
VCIT 减仓-$8,057.56万
JMEE 减仓-$2,467.87万
VO 减仓-$2,348.11万
SHYG 减仓-$2,129.52万
JEPQ 减仓-$549.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.84万 | 0.00% | 2,393 | -144 | -5.7% | -$2,309 | 减仓 |
| QYLD | GLOBAL X FDS | $3.84万 | 0.00% | 2,082 | 299 | 16.8% | $5,510 | 加仓 |
| WAT | WATERS CORP | $3.86万 | 0.00% | 103 | 9 | 9.6% | $3,375 | 加仓 |
| TTD | THE TRADE DESK INC | $3.87万 | 0.00% | 2,139 | -73 | -3.3% | -$1,320 | 减仓 |
| TPHD | TIMOTHY PLAN | $3.90万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $3.92万 | 0.00% | 412 | 100 | 32.1% | $9,520 | 加仓 |
| FDX | FEDEX CORP | $3.94万 | 0.00% | 126 | 34 | 37.0% | $1.06万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.02万 | 0.00% | 464 | 432 | 1,350.0% | $3.74万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4.03万 | 0.00% | 2,250 | 250 | 12.5% | $4,480 | 加仓 |
| L | LOEWS CORP | $4.04万 | 0.00% | 357 | -4 | -1.1% | -$453 | 减仓 |
| DMXF | ISHARES TR | $4.04万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $4.05万 | 0.00% | 387 | 81 | 26.5% | $8,469 | 加仓 |
| EYLD | CAMBRIA ETF TR | $4.06万 | 0.00% | 893 | -175 | -16.4% | -$7,947 | 减仓 |
| ESGV | VANGUARD WORLD FD | $4.06万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $4.07万 | 0.00% | 431 | 163 | 60.8% | $1.54万 | 加仓 |
| BOH | BANK HAWAII CORP | $4.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES TR II | $4.08万 | 0.00% | 1,238 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $4.09万 | 0.00% | 6 | 1 | 20.0% | $6,813 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $4.09万 | 0.00% | 1,493 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $4.11万 | 0.00% | 269 | -6 | -2.2% | -$916 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4.11万 | 0.00% | 30 | 9 | 42.9% | $1.23万 | 加仓 |
| OKTA | OKTA INC | $4.15万 | 0.00% | 304 | -27 | -8.2% | -$3,684 | 减仓 |
| PII | POLARIS INC | $4.17万 | 0.00% | 609 | -42 | -6.5% | -$2,877 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $4.18万 | 0.00% | 184 | -10 | -5.2% | -$2,271 | 减仓 |
| AROC | ARCHROCK INC | $4.19万 | 0.00% | 1,030 | 875 | 564.5% | $3.56万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $4.23万 | 0.00% | 1,341 | 25 | 1.9% | $788 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $4.25万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $4.26万 | 0.00% | 281 | 103 | 57.9% | $1.56万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $4.31万 | 0.00% | 850 | 850 | — | $4.31万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $4.32万 | 0.00% | 560 | 10 | 1.8% | $772 | 加仓 |
| EXC | EXELON CORP | $4.32万 | 0.00% | 928 | 219 | 30.9% | $1.02万 | 加仓 |
| DOV | DOVER CORP | $4.33万 | 0.00% | 193 | 3 | 1.6% | $673 | 加仓 |
| EEM | ISHARES TR | $4.36万 | 0.00% | 638 | 2 | 0.3% | $137 | 加仓 |
| CCL | CARNIVAL CORP LTD | $4.36万 | 0.00% | 1,527 | 1,527 | — | $4.36万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $4.48万 | 0.00% | 242 | 34 | 16.3% | $6,298 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $4.48万 | 0.00% | 160 | 29 | 22.1% | $8,127 | 加仓 |
| OTTR | OTTER TAIL CORP | $4.50万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $4.54万 | 0.00% | 300 | -6 | -2.0% | -$908 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.59万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $4.60万 | 0.00% | 213 | -29 | -12.0% | -$6,258 | 减仓 |
| HSY | HERSHEY CO | $4.60万 | 0.00% | 262 | -50 | -16.0% | -$8,774 | 减仓 |
| TFC | TRUIST FINL CORP | $4.62万 | 0.00% | 927 | 8 | 0.9% | $399 | 加仓 |
| IGSB | ISHARES TR | $4.63万 | 0.00% | 884 | -16 | -1.8% | -$839 | 减仓 |
| LH | LABCORP HOLDINGS INC | $4.65万 | 0.00% | 166 | 2 | 1.2% | $560 | 加仓 |
| OEF | ISHARES TR | $4.67万 | 0.00% | 128 | 1 | 0.8% | $365 | 加仓 |
| IBB | ISHARES TR | $4.68万 | 0.00% | 246 | 13 | 5.6% | $2,472 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.73万 | 0.00% | 934 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $4.76万 | 0.00% | 792 | 72 | 10.0% | $4,329 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $4.76万 | 0.00% | 611 | -16 | -2.6% | -$1,247 | 减仓 |
| SPYD | SPDR SERIES TRUST | $4.77万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $4.78万 | 0.00% | 1,864 | 0 | 0.0% | — | 不变 |
| DTH | WISDOMTREE TR | $4.80万 | 0.00% | 887 | -666 | -42.9% | -$3.61万 | 减仓 |
| FLEX | FLEX LTD | $4.81万 | 0.00% | 297 | 12 | 4.2% | $1,945 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $4.83万 | 0.00% | 555 | 35 | 6.7% | $3,046 | 加仓 |
| — | NEOS ETF TRUST | $4.83万 | 0.00% | 866 | 18 | 2.1% | $1,005 | 加仓 |
| IAT | ISHARES TR | $4.83万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $4.85万 | 0.00% | 648 | 528 | 440.0% | $3.95万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4.87万 | 0.00% | 155 | 7 | 4.7% | $2,199 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $4.89万 | 0.00% | 1,839 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.95万 | 0.00% | 939 | 21 | 2.3% | $1,106 | 加仓 |
| IJK | ISHARES TR | $4.95万 | 0.00% | 421 | 51 | 13.8% | $5,995 | 加仓 |
| MP | MP MATERIALS CORP | $4.97万 | 0.00% | 887 | 458 | 106.8% | $2.57万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $4.97万 | 0.00% | 1,096 | -968 | -46.9% | -$4.39万 | 减仓 |
| WMB | WILLIAMS COS INC | $4.99万 | 0.00% | 671 | 35 | 5.5% | $2,602 | 加仓 |
| SHY | ISHARES TR | $5.00万 | 0.00% | 609 | -3,996 | -86.8% | -$32.79万 | 减仓 |
| DHR | DANAHER CORP DEL | $5.01万 | 0.00% | 263 | 12 | 4.8% | $2,285 | 加仓 |
| P | EVERPURE INC | $5.01万 | 0.00% | 636 | 1 | 0.2% | $79 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $5.03万 | 0.00% | 5,256 | 0 | 0.0% | — | 不变 |
| DKNG | DRAFTKINGS INC NEW | $5.04万 | 0.00% | 1,996 | 654 | 48.7% | $1.65万 | 加仓 |
| IUSV | ISHARES TR | $5.06万 | 0.00% | 460 | 126 | 37.7% | $1.39万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $5.11万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $5.17万 | 0.00% | 192 | 79 | 69.9% | $2.13万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5.18万 | 0.00% | 232 | 10 | 4.5% | $2,232 | 加仓 |
| MDT | MEDTRONIC PLC | $5.18万 | 0.00% | 663 | -100 | -13.1% | -$7,819 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $5.20万 | 0.00% | 2,911 | 2,911 | — | $5.20万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $5.21万 | 0.00% | 53 | 23 | 76.7% | $2.26万 | 加仓 |
| IGV | ISHARES TR | $5.24万 | 0.00% | 579 | 67 | 13.1% | $6,066 | 加仓 |
| TTE | TOTALENERGIES SE | $5.29万 | 0.00% | 680 | 35 | 5.4% | $2,722 | 加仓 |
| VOX | VANGUARD WORLD FD | $5.30万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG | $5.34万 | 0.00% | 1,077 | 114 | 11.8% | $5,650 | 加仓 |
| TOST | TOAST INC | $5.36万 | 0.00% | 1,926 | 778 | 67.8% | $2.16万 | 加仓 |
| — | GLOBAL X FDS | $5.37万 | 0.00% | 2,512 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $5.41万 | 0.00% | 170 | 11 | 6.9% | $3,500 | 加仓 |
| GRMN | GARMIN LTD | $5.43万 | 0.00% | 229 | -13 | -5.4% | -$3,082 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $5.43万 | 0.00% | 3,628 | 175 | 5.1% | $2,620 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $5.45万 | 0.00% | 696 | -34 | -4.7% | -$2,664 | 减仓 |
| USRT | ISHARES TR | $5.47万 | 0.00% | 823 | 5 | 0.6% | $332 | 加仓 |
| CSX | CSX CORP | $5.54万 | 0.00% | 1,165 | 64 | 5.8% | $3,041 | 加仓 |
| CINF | CINCINNATI FINL CORP | $5.54万 | 0.00% | 299 | 17 | 6.0% | $3,148 | 加仓 |
| PL | PLANET LABS PBC | $5.54万 | 0.00% | 1,674 | 999 | 148.0% | $3.31万 | 加仓 |
| XTN | SPDR SERIES TRUST | $5.55万 | 0.00% | 480 | 100 | 26.3% | $1.16万 | 加仓 |
| REGL | PROSHARES TR | $5.59万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $5.63万 | 0.00% | 1,120 | 853 | 319.5% | $4.28万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $5.63万 | 0.00% | 2,530 | 2 | 0.1% | $44 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.65万 | 0.00% | 789 | 650 | 467.6% | $4.66万 | 加仓 |
| RMBS | RAMBUS INC DEL | $5.65万 | 0.00% | 426 | 314 | 280.4% | $4.17万 | 加仓 |
| COR | CENCORA INC | $5.67万 | 0.00% | 200 | 22 | 12.4% | $6,239 | 加仓 |
| CIEN | CIENA CORP | $5.69万 | 0.00% | 116 | 87 | 300.0% | $4.27万 | 加仓 |
| VOTE | TCW ETF TRUST | $5.70万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $5.72万 | 0.00% | 356 | 2 | 0.6% | $321 | 加仓 |