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 |
|---|---|---|---|---|---|---|---|---|
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $5.73万 | 0.00% | 2,288 | 240 | 11.7% | $6,014 | 加仓 |
| VOLT | TEMA ETF TRUST | $5.74万 | 0.00% | 1,371 | 181 | 15.2% | $7,582 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $5.75万 | 0.00% | 1,665 | 34 | 2.1% | $1,174 | 加仓 |
| IEI | ISHARES TR | $5.77万 | 0.00% | 491 | -355 | -42.0% | -$4.17万 | 减仓 |
| MUSA | MURPHY USA INC | $5.87万 | 0.00% | 109 | 1 | 0.9% | $539 | 加仓 |
| CSL | CARLISLE COS INC | $5.90万 | 0.00% | 163 | 1 | 0.6% | $362 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.95万 | 0.00% | 1,757 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $6.02万 | 0.00% | 1,305 | 150 | 13.0% | $6,923 | 加仓 |
| VFH | VANGUARD WORLD FD | $6.07万 | 0.00% | 461 | 185 | 67.0% | $2.43万 | 加仓 |
| OACP | UNIFIED SER TR | $6.09万 | 0.00% | 2,680 | 0 | 0.0% | — | 不变 |
| SMMD | ISHARES TR | $6.10万 | 0.00% | 666 | 1 | 0.2% | $92 | 加仓 |
| SBR | SABINE RTY TR | $6.12万 | 0.00% | 836 | 15 | 1.8% | $1,097 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $6.13万 | 0.00% | 335 | 42 | 14.3% | $7,691 | 加仓 |
| BP | BP PLC | $6.14万 | 0.00% | 1,661 | 180 | 12.2% | $6,649 | 加仓 |
| RITM | RITHM CAPITAL CORP | $6.25万 | 0.00% | 6,659 | 218 | 3.4% | $2,047 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $6.28万 | 0.00% | 664 | 26 | 4.1% | $2,458 | 加仓 |
| RL | RALPH LAUREN CORP | $6.34万 | 0.00% | 158 | -4 | -2.5% | -$1,606 | 减仓 |
| EFV | ISHARES TR | $6.35万 | 0.00% | 830 | 250 | 43.1% | $1.91万 | 加仓 |
| BE | BLOOM ENERGY CORP | $6.36万 | 0.00% | 210 | 5 | 2.4% | $1,514 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $6.42万 | 0.00% | 75 | 23 | 44.2% | $1.97万 | 加仓 |
| NGG | NATIONAL GRID PLC | $6.47万 | 0.00% | 781 | 232 | 42.3% | $1.92万 | 加仓 |
| WY | WEYERHAEUSER CO | $6.49万 | 0.00% | 2,711 | 1 | 0.0% | $24 | 加仓 |
| EOG | EOG RES INC | $6.50万 | 0.00% | 501 | 405 | 421.9% | $5.25万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $6.52万 | 0.00% | 1,005 | 5 | 0.5% | $324 | 加仓 |
| PSA | PUBLIC STORAGE | $6.55万 | 0.00% | 206 | 19 | 10.2% | $6,037 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $6.57万 | 0.00% | 1,245 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6.62万 | 0.00% | 4,761 | 422 | 9.7% | $5,866 | 加仓 |
| SPAB | SPDR SERIES TRUST | $6.67万 | 0.00% | 2,612 | -12 | -0.5% | -$306 | 减仓 |
| IYY | ISHARES TR | $6.67万 | 0.00% | 366 | 12 | 3.4% | $2,188 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $6.68万 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $6.70万 | 0.00% | 335 | 1 | 0.3% | $200 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6.70万 | 0.00% | 402 | 5 | 1.3% | $833 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $6.70万 | 0.00% | 727 | -233 | -24.3% | -$2.15万 | 减仓 |
| XEL | XCEL ENERGY INC | $6.72万 | 0.00% | 837 | 49 | 6.2% | $3,935 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $6.89万 | 0.00% | 335 | 14 | 4.4% | $2,881 | 加仓 |
| AFL | AFLAC INC | $6.98万 | 0.00% | 595 | 45 | 8.2% | $5,277 | 加仓 |
| CLS | CELESTICA INC | $7.02万 | 0.00% | 192 | -14 | -6.8% | -$5,116 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $7.04万 | 0.00% | 1,120 | 346 | 44.7% | $2.18万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7.06万 | 0.00% | 202 | 81 | 66.9% | $2.83万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7.06万 | 0.00% | 568 | -10 | -1.7% | -$1,243 | 减仓 |
| DBEF | DBX ETF TR | $7.15万 | 0.00% | 1,309 | 1,309 | — | $7.15万 | 新建仓 |
| WWJD | NORTHERN LTS FD TR IV | $7.23万 | 0.00% | 1,897 | -504 | -21.0% | -$1.92万 | 减仓 |
| EFA | ISHARES TR | $7.24万 | 0.00% | 697 | 33 | 5.0% | $3,430 | 加仓 |
| NBBK | NB BANCORP INC | $7.31万 | 0.01% | 3,459 | 3 | 0.1% | $63 | 加仓 |
| SOXX | ISHARES TR | $7.33万 | 0.01% | 114 | 20 | 21.3% | $1.29万 | 加仓 |
| MGC | VANGUARD WORLD FD | $7.36万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR | $7.39万 | 0.01% | 843 | 696 | 473.5% | $6.10万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $7.53万 | 0.01% | 2,767 | 485 | 21.3% | $1.32万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $7.54万 | 0.01% | 388 | 383 | 7,660.0% | $7.45万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $7.54万 | 0.01% | 906 | 206 | 29.4% | $1.72万 | 加仓 |
| NVO | NOVO-NORDISK A S | $7.55万 | 0.01% | 1,574 | 260 | 19.8% | $1.25万 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $7.59万 | 0.01% | 3,278 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES TR | $7.60万 | 0.01% | 456 | 409 | 870.2% | $6.82万 | 加仓 |
| AZN | ASTRAZENECA PLC | $7.62万 | 0.01% | 402 | -10 | -2.4% | -$1,895 | 减仓 |
| RKLB | ROCKET LAB CORP | $7.75万 | 0.01% | 762 | 2 | 0.3% | $203 | 加仓 |
| NWG | NATWEST GROUP PLC | $7.83万 | 0.01% | 4,443 | -219 | -4.7% | -$3,861 | 减仓 |
| ICLN | ISHARES TR | $7.89万 | 0.01% | 3,852 | 414 | 12.0% | $8,482 | 加仓 |
| — | DBX ETF TR | $7.92万 | 0.01% | 2,031 | -410 | -16.8% | -$1.60万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $7.93万 | 0.01% | 644 | -36 | -5.3% | -$4,435 | 减仓 |
| DE | DEERE & CO | $7.97万 | 0.01% | 126 | 22 | 21.2% | $1.39万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $7.97万 | 0.01% | 1,641 | 31 | 1.9% | $1,506 | 加仓 |
| — | WEBSTER FINL CORP | $7.99万 | 0.01% | 1,046 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $8.01万 | 0.01% | 679 | -8 | -1.2% | -$944 | 减仓 |
| IDU | ISHARES TR | $8.02万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $8.18万 | 0.01% | 1,785 | -586 | -24.7% | -$2.69万 | 减仓 |
| SUSC | ISHARES TR | $8.24万 | 0.01% | 3,558 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $8.28万 | 0.01% | 1,867 | 1,313 | 237.0% | $5.82万 | 加仓 |
| CB | CHUBB LIMITED | $8.31万 | 0.01% | 244 | 84 | 52.5% | $2.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $8.34万 | 0.01% | 382 | 58 | 17.9% | $1.27万 | 加仓 |
| VCR | VANGUARD WORLD FD | $8.45万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $8.49万 | 0.01% | 799 | 799 | — | $8.49万 | 新建仓 |
| SUSB | ISHARES TR | $8.50万 | 0.01% | 3,402 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8.54万 | 0.01% | 2,072 | 1,548 | 295.4% | $6.38万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $8.56万 | 0.01% | 168 | 14 | 9.1% | $7,131 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $8.58万 | 0.01% | 2,033 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $8.59万 | 0.01% | 732 | 72 | 10.9% | $8,449 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $8.70万 | 0.01% | 136 | 77 | 130.5% | $4.93万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $8.74万 | 0.01% | 644 | -1,323 | -67.3% | -$17.95万 | 减仓 |
| GSK | GSK PLC | $8.77万 | 0.01% | 1,673 | 36 | 2.2% | $1,887 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $8.90万 | 0.01% | 2,464 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $8.91万 | 0.01% | 697 | 416 | 148.0% | $5.32万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $9.09万 | 0.01% | 1,693 | 200 | 13.4% | $1.07万 | 加仓 |
| VIS | VANGUARD WORLD FD | $9.15万 | 0.01% | 254 | -20 | -7.3% | -$7,208 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $9.25万 | 0.01% | 1,831 | -327 | -15.2% | -$1.65万 | 减仓 |
| VST | VISTRA CORP | $9.30万 | 0.01% | 586 | 15 | 2.6% | $2,380 | 加仓 |
| WELL | WELLTOWER INC | $9.36万 | 0.01% | 412 | 297 | 258.3% | $6.75万 | 加仓 |
| INTU | INTUIT | $9.46万 | 0.01% | 363 | 86 | 31.0% | $2.24万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $9.48万 | 0.01% | 983 | 464 | 89.4% | $4.47万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $9.49万 | 0.01% | 1,855 | 26 | 1.4% | $1,330 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $9.53万 | 0.01% | 6,045 | 6,045 | — | $9.53万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $9.59万 | 0.01% | 538 | -162 | -23.1% | -$2.89万 | 减仓 |
| NOW | SERVICENOW INC | $9.65万 | 0.01% | 972 | -76 | -7.3% | -$7,547 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $9.65万 | 0.01% | 1,059 | 35 | 3.4% | $3,191 | 加仓 |
| IMO | IMPERIAL OIL LTD | $9.78万 | 0.01% | 873 | 5 | 0.6% | $560 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $9.78万 | 0.01% | 3,532 | 1 | 0.0% | $28 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $9.91万 | 0.01% | 3,099 | 618 | 24.9% | $1.98万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $9.91万 | 0.01% | 437 | -5 | -1.1% | -$1,134 | 减仓 |
| BIZD | VANECK ETF TRUST | $9.92万 | 0.01% | 7,839 | 4,129 | 111.3% | $5.23万 | 加仓 |
| — | CALAMOS ETF TR | $10.01万 | 0.01% | 3,612 | 3,612 | — | $10.01万 | 新建仓 |
| USFR | WISDOMTREE TR | $10.33万 | 0.01% | 2,052 | 0 | 0.0% | — | 不变 |