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 |
|---|---|---|---|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | $52.63万 | 0.04% | 5,374 | -2,074 | -27.8% | -$20.31万 | 减仓 |
| SO | SOUTHERN CO | $52.86万 | 0.04% | 5,477 | -445 | -7.5% | -$4.29万 | 减仓 |
| USHY | ISHARES TR | $53.22万 | 0.04% | 14,447 | -1,464 | -9.2% | -$5.39万 | 减仓 |
| CSCO | CISCO SYS INC | $53.84万 | 0.04% | 6,940 | -300 | -4.1% | -$2.33万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $54.63万 | 0.04% | 5,881 | 732 | 14.2% | $6.80万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $54.68万 | 0.04% | 14,586 | 11 | 0.1% | $412 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $55.36万 | 0.04% | 3,373 | 130 | 4.0% | $2.13万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.75万 | 0.04% | 4,196 | 199 | 5.0% | $2.69万 | 加仓 |
| IGIB | ISHARES TR | $56.85万 | 0.04% | 10,679 | -1,511 | -12.4% | -$8.04万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.39万 | 0.04% | 2,155 | -6 | -0.3% | -$1,626 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $59.27万 | 0.04% | 2,495 | 178 | 7.7% | $4.23万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.62万 | 0.04% | 11,783 | -1,117 | -8.7% | -$5.65万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $59.99万 | 0.05% | 10,654 | 6 | 0.1% | $338 | 加仓 |
| DLN | WISDOMTREE TR | $60.64万 | 0.05% | 6,789 | 70 | 1.0% | $6,253 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.69万 | 0.05% | 1,796 | 94 | 5.5% | $3.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $60.86万 | 0.05% | 2,848 | 596 | 26.5% | $12.74万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $61.67万 | 0.05% | 6,609 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $61.70万 | 0.05% | 1,796 | 1 | 0.1% | $344 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $62.22万 | 0.05% | 2,132 | 95 | 4.7% | $2.77万 | 加仓 |
| MELI | MERCADOLIBRE INC | $62.42万 | 0.05% | 361 | 27 | 8.1% | $4.67万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $62.85万 | 0.05% | 20,799 | 3,218 | 18.3% | $9.72万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.95万 | 0.05% | 3,096 | 1,037 | 50.4% | $21.08万 | 加仓 |
| VPU | VANGUARD WORLD FD | $63.09万 | 0.05% | 3,185 | -197 | -5.8% | -$3.90万 | 减仓 |
| BN | BROOKFIELD CORP | $65.41万 | 0.05% | 16,162 | -3,808 | -19.1% | -$15.41万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $68.04万 | 0.05% | 14,670 | -13 | -0.1% | -$603 | 减仓 |
| INTF | ISHARES TR | $69.82万 | 0.05% | 17,922 | 17,922 | — | $69.82万 | 新建仓 |
| NOBL | PROSHARES TR | $70.04万 | 0.05% | 6,607 | 14 | 0.2% | $1,484 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.88万 | 0.05% | 7,787 | -1,570 | -16.8% | -$14.49万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $74.45万 | 0.06% | 9,915 | -2,386 | -19.4% | -$17.92万 | 减仓 |
| AIPO | TIDAL TRUST II | $74.78万 | 0.06% | 29,960 | 29,960 | — | $74.78万 | 新建仓 |
| DON | WISDOMTREE TR | $75.37万 | 0.06% | 14,347 | -2,291 | -13.8% | -$12.04万 | 减仓 |
| MRK | MERCK &CO INC | $75.55万 | 0.06% | 6,280 | 243 | 4.0% | $2.92万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $76.14万 | 0.06% | 3,657 | -376 | -9.3% | -$7.83万 | 减仓 |
| NFLX | NETFLIX INC. | $77.63万 | 0.06% | 8,076 | 300 | 3.9% | $2.88万 | 加仓 |
| DIS | DISNEY WALT CO | $78.12万 | 0.06% | 8,106 | 42 | 0.5% | $4,048 | 加仓 |
| HDV | ISHARES TR | $78.75万 | 0.06% | 5,803 | -257 | -4.2% | -$3.49万 | 减仓 |
| BAC | BANK AMERICA CORP | $78.78万 | 0.06% | 16,160 | -1,035 | -6.0% | -$5.05万 | 减仓 |
| TJX | TJX COS INC NEW | $78.85万 | 0.06% | 4,937 | 160 | 3.3% | $2.56万 | 加仓 |
| T | AT&T INC | $79.51万 | 0.06% | 27,429 | -1,510 | -5.2% | -$4.38万 | 减仓 |
| SPGI | S&P GLOBAL INC | $81.18万 | 0.06% | 1,908 | -313 | -14.1% | -$13.32万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $82.19万 | 0.06% | 29,060 | 29,060 | — | $82.19万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $83.48万 | 0.06% | 33,676 | -253 | -0.7% | -$6,272 | 减仓 |
| FTNT | FORTINET INC | $83.55万 | 0.06% | 10,224 | -2,308 | -18.4% | -$18.86万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $85.03万 | 0.06% | 21,185 | -1,233 | -5.5% | -$4.95万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $85.80万 | 0.06% | 14,270 | -4,110 | -22.4% | -$24.71万 | 减仓 |
| EFX | EQUIFAX INC | $85.97万 | 0.06% | 4,774 | 9 | 0.2% | $1,621 | 加仓 |
| ITOT | ISHARES TR | $89.01万 | 0.07% | 6,249 | 2,685 | 75.3% | $38.25万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.11万 | 0.07% | 29,042 | -2,463 | -7.8% | -$7.56万 | 减仓 |
| SHLD | GLOBAL X FDS | $89.33万 | 0.07% | 12,611 | 3,790 | 43.0% | $26.85万 | 加仓 |
| IWF | ISHARES TR | $90.51万 | 0.07% | 2,123 | 23 | 1.1% | $9,806 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $90.77万 | 0.07% | 25,019 | 25,019 | — | $90.77万 | 新建仓 |
| IOO | ISHARES TR | $91.34万 | 0.07% | 7,551 | 7,551 | — | $91.34万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $91.36万 | 0.07% | 16,988 | -1,005 | -5.6% | -$5.40万 | 减仓 |
| MCK | MCKESSON CORP | $91.37万 | 0.07% | 1,056 | -338 | -24.2% | -$29.25万 | 减仓 |
| — | THEMES ETF TR | $91.95万 | 0.07% | 23,857 | 3,840 | 19.2% | $14.80万 | 加仓 |
| — | ISHARES TR | $91.97万 | 0.07% | 17,645 | 17,645 | — | $91.97万 | 新建仓 |
| SPLB | SPDR SERIES TRUST | $91.98万 | 0.07% | 41,392 | -4,987 | -10.8% | -$11.08万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $92.00万 | 0.07% | 6,648 | 6,608 | 16,520.0% | $91.45万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.62万 | 0.07% | 3,821 | 39 | 1.0% | $9,453 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $94.60万 | 0.07% | 29,170 | -3,032 | -9.4% | -$9.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $98.32万 | 0.07% | 5,947 | -722 | -10.8% | -$11.94万 | 减仓 |
| IEFA | ISHARES TR | $98.66万 | 0.07% | 10,898 | -388 | -3.4% | -$3.51万 | 减仓 |
| WM | WASTE MGMT INC DEL | $99.62万 | 0.08% | 4,335 | -929 | -17.6% | -$21.35万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $101.27万 | 0.08% | 2,026 | -23 | -1.1% | -$1.15万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $103.76万 | 0.08% | 20,018 | 4,235 | 26.8% | $21.95万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $103.94万 | 0.08% | 24,649 | 9,281 | 60.4% | $39.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $106.00万 | 0.08% | 5,123 | 242 | 5.0% | $5.01万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $107.16万 | 0.08% | 21,093 | -2,434 | -10.3% | -$12.37万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $107.51万 | 0.08% | 7,259 | -567 | -7.2% | -$8.40万 | 减仓 |
| IYZ | ISHARES TR | $108.01万 | 0.08% | 27,470 | 7,171 | 35.3% | $28.20万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $109.33万 | 0.08% | 12,359 | -2,188 | -15.0% | -$19.35万 | 减仓 |
| VLO | VALERO ENERGY CORP | $110.28万 | 0.08% | 4,464 | 31 | 0.7% | $7,658 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $111.27万 | 0.08% | 14,036 | -1,081 | -7.2% | -$8.57万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $111.37万 | 0.08% | 24,902 | 3,766 | 17.8% | $16.84万 | 加仓 |
| IJR | ISHARES TR | $112.32万 | 0.08% | 9,037 | -1,015 | -10.1% | -$12.62万 | 减仓 |
| SPYI | NEOS ETF TRUST | $114.44万 | 0.09% | 23,181 | 22,744 | 5,204.6% | $112.29万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.55万 | 0.09% | 7,830 | 337 | 4.5% | $4.93万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.59万 | 0.09% | 22,827 | 4 | 0.0% | $201 | 加仓 |
| VUG | VANGUARD INDEX FDS | $119.93万 | 0.09% | 2,746 | 434 | 18.8% | $18.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $126.02万 | 0.10% | 3,728 | 60 | 1.6% | $2.03万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $126.68万 | 0.10% | 16,732 | 12,116 | 262.5% | $91.73万 | 加仓 |
| WMT | WALMART INC | $131.34万 | 0.10% | 10,566 | 583 | 5.8% | $7.25万 | 加仓 |
| VB | VANGUARD INDEX FDS | $131.47万 | 0.10% | 5,016 | 1,989 | 65.7% | $52.13万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.16万 | 0.10% | 1,346 | -70 | -4.9% | -$6.98万 | 减仓 |
| MTUM | ISHARES TR | $136.76万 | 0.10% | 5,698 | -19 | -0.3% | -$4,560 | 减仓 |
| AMAT | APPLIED MATLS INC | $143.33万 | 0.11% | 4,194 | -1,323 | -24.0% | -$45.21万 | 减仓 |
| CAT | CATERPILLAR INC | $150.69万 | 0.11% | 2,128 | -107 | -4.8% | -$7.58万 | 减仓 |
| HD | HOME DEPOT INC | $151.27万 | 0.11% | 4,599 | -343 | -6.9% | -$11.28万 | 减仓 |
| MCD | MCDONALDS CORP | $167.52万 | 0.13% | 5,389 | 21 | 0.4% | $6,528 | 加仓 |
| V | VISA INC | $173.11万 | 0.13% | 5,726 | -586 | -9.3% | -$17.72万 | 减仓 |
| HGER | HARBOR ETF TRUST | $175.21万 | 0.13% | 56,501 | 25,625 | 83.0% | $79.46万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $178.33万 | 0.13% | 12,346 | 10 | 0.1% | $1,444 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $179.00万 | 0.14% | 16,683 | 3,260 | 24.3% | $34.98万 | 加仓 |
| ISTB | ISHARES TR | $181.47万 | 0.14% | 37,449 | -1,412,158 | -97.4% | -$6,843.10万 | 减仓 |
| JNJ | JOHNSON &JOHNSON | $184.37万 | 0.14% | 7,544 | 318 | 4.4% | $7.77万 | 加仓 |
| RTX | RTX CORPORATION | $189.58万 | 0.14% | 9,827 | 3,747 | 61.6% | $72.29万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $192.93万 | 0.15% | 40,345 | -2,509 | -5.9% | -$12.00万 | 减仓 |
| GLDM | WORLD GOLD TR | $195.41万 | 0.15% | 21,082 | 6,736 | 47.0% | $62.44万 | 加仓 |
| ES | EVERSOURCE ENERGY | $197.13万 | 0.15% | 28,454 | -24 | -0.1% | -$1,663 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $202.24万 | 0.15% | 9,954 | 29 | 0.3% | $5,892 | 加仓 |