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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $12.33万 | 0.01% | 1,364 | 180 | 15.2% | $1.63万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $12.39万 | 0.01% | 4,021 | 112 | 2.9% | $3,451 | 加仓 |
| RVTY | REVVITY INC | $12.41万 | 0.01% | 1,417 | 383 | 37.0% | $3.35万 | 加仓 |
| WFC | WELLS FARGO &CO | $12.49万 | 0.01% | 1,569 | 177 | 12.7% | $1.41万 | 加仓 |
| IWD | ISHARES TR | $12.89万 | 0.01% | 602 | 15 | 2.6% | $3,211 | 加仓 |
| XYZ | BLOCK INC | $12.92万 | 0.01% | 2,147 | 951 | 79.5% | $5.72万 | 加仓 |
| CI | THE CIGNA GROUP | $13.03万 | 0.01% | 488 | 21 | 4.5% | $5,606 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $13.07万 | 0.01% | 1,155 | 76 | 7.0% | $8,602 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $13.22万 | 0.01% | 2,770 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $13.24万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $13.27万 | 0.01% | 728 | 43 | 6.3% | $7,838 | 加仓 |
| ENB | ENBRIDGE INC | $13.48万 | 0.01% | 2,489 | -284 | -10.2% | -$1.54万 | 减仓 |
| AME | AMETEK INC | $13.57万 | 0.01% | 633 | 51 | 8.8% | $1.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $13.60万 | 0.01% | 1,893 | 123 | 6.9% | $8,837 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $13.71万 | 0.01% | 4,991 | 164 | 3.4% | $4,503 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $13.84万 | 0.01% | 1,397 | 165 | 13.4% | $1.63万 | 加仓 |
| SE | SEA LTD | $13.93万 | 0.01% | 1,682 | -73 | -4.2% | -$6,046 | 减仓 |
| VXF | VANGUARD INDEX FDS | $13.94万 | 0.01% | 677 | -16 | -2.3% | -$3,294 | 减仓 |
| DAL | DELTA AIR LINES INC | $14.02万 | 0.01% | 2,108 | 78 | 3.8% | $5,187 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $14.28万 | 0.01% | 6,837 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $14.44万 | 0.01% | 3,271 | 726 | 28.5% | $3.20万 | 加仓 |
| AIQ | GLOBAL X FDS | $14.52万 | 0.01% | 3,112 | 1 | 0.0% | $47 | 加仓 |
| Q | QNITY ELECTRONICS INC | $14.66万 | 0.01% | 1,271 | 322 | 33.9% | $3.72万 | 加仓 |
| BIL | SPDR SERIES TRUST | $14.70万 | 0.01% | 1,604 | 19 | 1.2% | $1,741 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $14.83万 | 0.01% | 5,785 | 202 | 3.6% | $5,179 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $14.99万 | 0.01% | 2,388 | 75 | 3.2% | $4,708 | 加仓 |
| C | CITIGROUP INC | $15.16万 | 0.01% | 1,336 | -699 | -34.3% | -$7.93万 | 减仓 |
| AGG | ISHARES TR | $15.19万 | 0.01% | 1,530 | 1,311 | 598.6% | $13.01万 | 加仓 |
| OALC | UNIFIED SER TR | $15.25万 | 0.01% | 4,450 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $15.27万 | 0.01% | 1,313 | -6,233 | -82.6% | -$72.48万 | 减仓 |
| AMGN | AMGEN INC | $15.40万 | 0.01% | 438 | 68 | 18.4% | $2.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $15.41万 | 0.01% | 961 | 96 | 11.1% | $1.54万 | 加仓 |
| IVE | ISHARES TR | $15.48万 | 0.01% | 733 | -7 | -0.9% | -$1,479 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $15.51万 | 0.01% | 1,185 | 68 | 6.1% | $8,898 | 加仓 |
| CCI | CROWN CASTLE INC | $15.75万 | 0.01% | 1,937 | -429 | -18.1% | -$3.49万 | 减仓 |
| HYS | PIMCO ETF TR | $15.79万 | 0.01% | 1,693 | 2 | 0.1% | $186 | 加仓 |
| TQQQ | PROSHARES TR | $15.91万 | 0.01% | 3,818 | 150 | 4.1% | $6,251 | 加仓 |
| EQT | EQT CORP | $16.32万 | 0.01% | 2,564 | 57 | 2.3% | $3,628 | 加仓 |
| TPR | TAPESTRY INC | $16.49万 | 0.01% | 1,169 | -35 | -2.9% | -$4,936 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $16.66万 | 0.01% | 1,954 | -352 | -15.3% | -$3.00万 | 减仓 |
| SBUX | STARBUCKS CORP | $16.78万 | 0.01% | 1,872 | 69 | 3.8% | $6,185 | 加仓 |
| CAH | CARDINAL HEALTH INC | $16.84万 | 0.01% | 797 | 172 | 27.5% | $3.64万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $16.92万 | 0.01% | 1,001 | 61 | 6.5% | $1.03万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $16.94万 | 0.01% | 3,380 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $17.04万 | 0.01% | 4,455 | -2,956 | -39.9% | -$11.31万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $17.07万 | 0.01% | 3,428 | 3,428 | — | $17.07万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $17.07万 | 0.01% | 537 | 33 | 6.5% | $1.05万 | 加仓 |
| IRM | IRON MTN INC DEL | $17.16万 | 0.01% | 1,680 | -70 | -4.0% | -$7,152 | 减仓 |
| GDX | VANECK ETF TRUST | $17.17万 | 0.01% | 1,871 | -363 | -16.2% | -$3.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $17.28万 | 0.01% | 1,309 | 171 | 15.0% | $2.26万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $17.28万 | 0.01% | 2,654 | 1,046 | 65.0% | $6.81万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $17.29万 | 0.01% | 6,496 | 3,879 | 148.2% | $10.32万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $17.30万 | 0.01% | 1,789 | -705 | -28.3% | -$6.82万 | 减仓 |
| IGOV | ISHARES TR | $17.34万 | 0.01% | 4,223 | 948 | 28.9% | $3.89万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $17.34万 | 0.01% | 5,601 | 10 | 0.2% | $310 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $17.39万 | 0.01% | 1,780 | -643 | -26.5% | -$6.28万 | 减仓 |
| MSTR | STRATEGY INC | $17.68万 | 0.01% | 1,417 | 1,000 | 239.8% | $12.48万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $17.73万 | 0.01% | 7,430 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $17.76万 | 0.01% | 3,285 | 2,133 | 185.2% | $11.53万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $17.82万 | 0.01% | 2,369 | -14 | -0.6% | -$1,053 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $17.90万 | 0.01% | 19,963 | 1,909 | 10.6% | $1.71万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $18.29万 | 0.01% | 875 | -11 | -1.2% | -$2,300 | 减仓 |
| NVS | NOVARTIS AG | $18.33万 | 0.01% | 1,200 | -289 | -19.4% | -$4.41万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $18.47万 | 0.01% | 3,557 | -174 | -4.7% | -$9,037 | 减仓 |
| MET | METLIFE INC | $18.52万 | 0.01% | 2,618 | -771 | -22.8% | -$5.46万 | 减仓 |
| UNP | UNION PAC CORP | $18.88万 | 0.01% | 778 | 366 | 88.8% | $8.88万 | 加仓 |
| ONON | ON HLDG AG | $18.93万 | 0.01% | 5,565 | -1,589 | -22.2% | -$5.41万 | 减仓 |
| MTB | M &T BK CORP | $19.07万 | 0.01% | 923 | 15 | 1.7% | $3,098 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $19.14万 | 0.01% | 2,482 | 517 | 26.3% | $3.99万 | 加仓 |
| DASH | DOORDASH INC | $19.19万 | 0.01% | 1,278 | -148 | -10.4% | -$2.22万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $19.25万 | 0.01% | 768 | 72 | 10.3% | $1.80万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $19.50万 | 0.01% | 1,467 | 72 | 5.2% | $9,571 | 加仓 |
| VICI | VICI PPTYS INC | $19.55万 | 0.01% | 7,154 | 168 | 2.4% | $4,590 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $19.94万 | 0.02% | 5,508 | -3,052 | -35.7% | -$11.05万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $19.98万 | 0.02% | 432 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $19.99万 | 0.02% | 3,775 | -2 | -0.1% | -$106 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $20.03万 | 0.02% | 3,269 | 101 | 3.2% | $6,187 | 加仓 |
| NI | NISOURCE INC | $20.11万 | 0.02% | 4,310 | 50 | 1.2% | $2,333 | 加仓 |
| ARTY | ISHARES TR | $20.31万 | 0.02% | 4,365 | -2,370 | -35.2% | -$11.03万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.33万 | 0.02% | 3,472 | 221 | 6.8% | $1.29万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $20.47万 | 0.02% | 7,781 | 7,781 | — | $20.47万 | 新建仓 |
| — | ANGEL OAK FUNDS TRUST | $20.52万 | 0.02% | 23,695 | 23,695 | — | $20.52万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.53万 | 0.02% | 5,425 | 118 | 2.2% | $4,465 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.57万 | 0.02% | 677 | 29 | 4.5% | $8,813 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $20.73万 | 0.02% | 4,397 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $20.88万 | 0.02% | 1,669 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $20.97万 | 0.02% | 1,938 | 193 | 11.1% | $2.09万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $21.19万 | 0.02% | 1,228 | 27 | 2.2% | $4,660 | 加仓 |
| CTVA | CORTEVA INC | $21.22万 | 0.02% | 2,535 | 73 | 3.0% | $6,110 | 加仓 |
| IDV | ISHARES TR | $21.37万 | 0.02% | 5,022 | -80 | -1.6% | -$3,405 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.41万 | 0.02% | 5,032 | -789 | -13.6% | -$3.36万 | 减仓 |
| GLW | CORNING INC | $21.58万 | 0.02% | 1,587 | 344 | 27.7% | $4.68万 | 加仓 |
| GARP | ISHARES TR | $21.63万 | 0.02% | 3,381 | 3,381 | — | $21.63万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $21.67万 | 0.02% | 716 | 41 | 6.1% | $1.24万 | 加仓 |
| TXN | TEXAS INSTRS INC | $21.73万 | 0.02% | 1,121 | -129 | -10.3% | -$2.50万 | 减仓 |
| MGK | VANGUARD WORLD FD | $21.98万 | 0.02% | 598 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $22.02万 | 0.02% | 1,502 | -5 | -0.3% | -$733 | 减仓 |
| IAU | ISHARES GOLD TR | $22.23万 | 0.02% | 2,522 | 702 | 38.6% | $6.19万 | 加仓 |
| IVW | ISHARES TR | $22.29万 | 0.02% | 1,970 | -27 | -1.4% | -$3,055 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $22.41万 | 0.02% | 3,130 | -35 | -1.1% | -$2,506 | 减仓 |