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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $22.49万 | 0.02% | 702 | 52 | 8.0% | $1.67万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.64万 | 0.02% | 2,049 | -459 | -18.3% | -$5.07万 | 减仓 |
| SHOP | SHOPIFY INC | $22.76万 | 0.02% | 1,919 | 28 | 1.5% | $3,321 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $22.99万 | 0.02% | 1,392 | -472 | -25.3% | -$7.80万 | 减仓 |
| SMLF | ISHARES TR | $23.10万 | 0.02% | 3,057 | 3,057 | — | $23.10万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.34万 | 0.02% | 560 | 10 | 1.8% | $4,169 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.40万 | 0.02% | 524 | 38 | 7.8% | $1.70万 | 加仓 |
| SDY | SPDR SERIES TRUST | $23.50万 | 0.02% | 1,610 | -23 | -1.4% | -$3,358 | 减仓 |
| QUAL | ISHARES TR | $23.61万 | 0.02% | 1,231 | -17 | -1.4% | -$3,260 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.64万 | 0.02% | 1,232 | 649 | 111.3% | $12.46万 | 加仓 |
| EFIV | SPDR SERIES TRUST | $23.77万 | 0.02% | 3,769 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $24.11万 | 0.02% | 2,593 | -133 | -4.9% | -$1.24万 | 减仓 |
| SLV | ISHARES SILVER TR | $24.19万 | 0.02% | 3,550 | 379 | 12.0% | $2.58万 | 加仓 |
| BLK | BLACKROCK INC | $24.39万 | 0.02% | 254 | -22 | -8.0% | -$2.11万 | 减仓 |
| EMB | ISHARES TR | $24.44万 | 0.02% | 2,601 | -404 | -13.4% | -$3.80万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.49万 | 0.02% | 1,507 | 3 | 0.2% | $487 | 加仓 |
| LOW | LOWES COS INC | $24.69万 | 0.02% | 1,046 | 52 | 5.2% | $1.23万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.70万 | 0.02% | 1,771 | 123 | 7.5% | $1.72万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $24.71万 | 0.02% | 9,869 | 760 | 8.3% | $1.90万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.74万 | 0.02% | 1,355 | 113 | 9.1% | $2.06万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $24.75万 | 0.02% | 2,408 | 8 | 0.3% | $822 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.95万 | 0.02% | 3,469 | 128 | 3.8% | $9,206 | 加仓 |
| MPC | MARATHON PETE CORP | $24.97万 | 0.02% | 1,023 | 51 | 5.2% | $1.24万 | 加仓 |
| ALL | ALLSTATE CORP | $25.04万 | 0.02% | 1,208 | 31 | 2.6% | $6,426 | 加仓 |
| CMCSA | COMCAST CORP NEW | $25.05万 | 0.02% | 8,725 | 128 | 1.5% | $3,675 | 加仓 |
| HYD | VANECK ETF TRUST | $25.15万 | 0.02% | 5,015 | -349 | -6.5% | -$1.75万 | 减仓 |
| PFXF | VANECK ETF TRUST | $25.25万 | 0.02% | 14,394 | 14,394 | — | $25.25万 | 新建仓 |
| — | NUSHARES ETF TR | $25.61万 | 0.02% | 7,120 | -3,841 | -35.0% | -$13.82万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.78万 | 0.02% | 427 | 16 | 3.9% | $9,659 | 加仓 |
| HYGH | ISHARES U S ETF TR | $25.81万 | 0.02% | 3,015 | 3,015 | — | $25.81万 | 新建仓 |
| FLRT | PACER FDS TR | $25.96万 | 0.02% | 5,603 | 5,603 | — | $25.96万 | 新建仓 |
| NLR | VANECK ETF TRUST | $26.17万 | 0.02% | 1,964 | -3,688 | -65.3% | -$49.13万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $26.54万 | 0.02% | 2,586 | 182 | 7.6% | $1.87万 | 加仓 |
| PFE | PFIZER INC | $26.99万 | 0.02% | 9,611 | 1,602 | 20.0% | $4.50万 | 加仓 |
| MO | ALTRIA GROUP INC | $27.20万 | 0.02% | 4,124 | -315 | -7.1% | -$2.08万 | 减仓 |
| LIN | LINDE PLC | $27.85万 | 0.02% | 563 | 92 | 19.5% | $4.55万 | 加仓 |
| O | REALTY INCOME CORP | $27.95万 | 0.02% | 4,568 | -671 | -12.8% | -$4.11万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $28.21万 | 0.02% | 3,686 | 170 | 4.8% | $1.30万 | 加仓 |
| CCJ | CAMECO CORP | $28.35万 | 0.02% | 2,610 | -1,245 | -32.3% | -$13.52万 | 减仓 |
| — | HONEYWELL INTL INC | $28.40万 | 0.02% | 1,256 | 34 | 2.8% | $7,688 | 加仓 |
| HEFA | ISHARES TR | $28.62万 | 0.02% | 6,734 | 6,734 | — | $28.62万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $28.70万 | 0.02% | 2,192 | 86 | 4.1% | $1.13万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.63万 | 0.02% | 1,418 | -73 | -4.9% | -$1.53万 | 减仓 |
| IWB | ISHARES TR | $29.64万 | 0.02% | 831 | 15 | 1.8% | $5,350 | 加仓 |
| MDYG | SPDR SERIES TRUST | $30.27万 | 0.02% | 3,154 | -996 | -24.0% | -$9.56万 | 减仓 |
| QCOM | QUALCOMM INC | $30.37万 | 0.02% | 2,357 | -121 | -4.9% | -$1.56万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.99万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $31.39万 | 0.02% | 12,285 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $31.50万 | 0.02% | 963 | 23 | 2.4% | $7,524 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $31.58万 | 0.02% | 6,732 | 78 | 1.2% | $3,659 | 加仓 |
| ORCL | ORACLE CORP | $31.67万 | 0.02% | 2,152 | -134 | -5.9% | -$1.97万 | 减仓 |
| RACE | FERRARI N V | $32.22万 | 0.02% | 952 | 70 | 7.9% | $2.37万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.73万 | 0.02% | 4,354 | 6 | 0.1% | $451 | 加仓 |
| ECL | ECOLAB INC | $33.31万 | 0.03% | 1,252 | 72 | 6.1% | $1.92万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $33.41万 | 0.03% | 38,271 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $33.77万 | 0.03% | 255 | 18 | 7.6% | $2.38万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $34.84万 | 0.03% | 10,572 | -5,772 | -35.3% | -$19.02万 | 减仓 |
| IJH | ISHARES TR | $34.92万 | 0.03% | 5,171 | 235 | 4.8% | $1.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.57万 | 0.03% | 14,172 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.62万 | 0.03% | 5,873 | 90 | 1.6% | $5,459 | 加仓 |
| SEIC | SEI INVTS CO | $35.78万 | 0.03% | 4,560 | 23 | 0.5% | $1,805 | 加仓 |
| STT | STATE STR CORP | $35.91万 | 0.03% | 2,837 | 68 | 2.5% | $8,607 | 加仓 |
| DVY | ISHARES TR | $36.17万 | 0.03% | 2,389 | 20 | 0.8% | $3,028 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.27万 | 0.03% | 5,310 | -164 | -3.0% | -$1.12万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.68万 | 0.03% | 936 | 22 | 2.4% | $8,621 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $37.46万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $37.67万 | 0.03% | 1,167 | 24 | 2.1% | $7,747 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.82万 | 0.03% | 872 | 27 | 3.2% | $1.17万 | 加仓 |
| SHY | ISHARES TR | $38.02万 | 0.03% | 4,605 | 517 | 12.6% | $4.27万 | 加仓 |
| ETN | EATON CORP PLC | $38.85万 | 0.03% | 1,086 | -126 | -10.4% | -$4.51万 | 减仓 |
| PAVE | GLOBAL X FDS | $39.58万 | 0.03% | 7,790 | 4,665 | 149.3% | $23.70万 | 加仓 |
| BA | BOEING CO | $40.42万 | 0.03% | 2,030 | -31 | -1.5% | -$6,172 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.45万 | 0.03% | 1,036 | -9 | -0.9% | -$3,514 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.60万 | 0.03% | 902 | -168 | -15.7% | -$7.75万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $41.90万 | 0.03% | 16,913 | -2,726 | -13.9% | -$6.75万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $42.05万 | 0.03% | 867 | -90 | -9.4% | -$4.36万 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.07万 | 0.03% | 602 | -205 | -25.4% | -$14.33万 | 减仓 |
| EMR | EMERSON ELEC CO | $42.41万 | 0.03% | 3,238 | -431 | -11.7% | -$5.65万 | 减仓 |
| CME | CME GROUP INC | $43.48万 | 0.03% | 1,472 | -402 | -21.5% | -$11.88万 | 减仓 |
| IWM | ISHARES TR | $43.98万 | 0.03% | 1,773 | -444 | -20.0% | -$11.01万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.43万 | 0.03% | 525 | -49 | -8.5% | -$4.15万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $44.97万 | 0.03% | 7,949 | -2,030 | -20.3% | -$11.48万 | 减仓 |
| IXUS | ISHARES TR | $45.29万 | 0.03% | 5,228 | -2,998 | -36.4% | -$25.97万 | 减仓 |
| — | EA SERIES TRUST | $45.38万 | 0.03% | 12,451 | 12,451 | — | $45.38万 | 新建仓 |
| IWR | ISHARES TR | $46.35万 | 0.03% | 4,765 | -1,285 | -21.2% | -$12.50万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.93万 | 0.04% | 1,681 | -401 | -19.3% | -$11.19万 | 减仓 |
| NUE | NUCOR CORP | $47.33万 | 0.04% | 2,798 | -931 | -25.0% | -$15.75万 | 减仓 |
| SMH | VANECK ETF TRUST | $47.38万 | 0.04% | 1,235 | 48 | 4.0% | $1.84万 | 加仓 |
| GEV | GE VERNOVA INC | $48.24万 | 0.04% | 552 | 57 | 11.5% | $4.98万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $48.83万 | 0.04% | 12,366 | -4,393 | -26.2% | -$17.35万 | 减仓 |
| EWY | ISHARES INC | $48.96万 | 0.04% | 3,980 | 3,980 | — | $48.96万 | 新建仓 |
| KO | COCA COLA CO | $49.04万 | 0.04% | 6,450 | 508 | 8.5% | $3.86万 | 加仓 |
| GE | GE AEROSPACE | $49.08万 | 0.04% | 1,730 | 75 | 4.5% | $2.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $49.69万 | 0.04% | 1,663 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $49.90万 | 0.04% | 7,154 | -322 | -4.3% | -$2.25万 | 减仓 |
| VHT | VANGUARD WORLD FD | $49.95万 | 0.04% | 1,834 | -1 | -0.1% | -$272 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $50.38万 | 0.04% | 21,249 | -116 | -0.5% | -$2,750 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $50.58万 | 0.04% | 6,161 | 6,161 | — | $50.58万 | 新建仓 |
| USMV | ISHARES TR | $50.60万 | 0.04% | 5,457 | -17 | -0.3% | -$1,576 | 减仓 |
| PEP | PEPSICO INC | $52.26万 | 0.04% | 3,366 | 612 | 22.2% | $9.50万 | 加仓 |