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 |
|---|---|---|---|---|---|---|---|---|
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -1 | -100.0% | -$66 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$62 | 清仓 |
| BAND | BANDWIDTH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$62 | 清仓 |
| ZUMZ | ZUMIEZ INC | $0 | 0.00% | 0 | -2 | -100.0% | -$52 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$43 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$35 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$32 | 清仓 |
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1 | -100.0% | -$31 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$28 | 清仓 |
| PUBM | PUBMATIC INC | $0 | 0.00% | 0 | -3 | -100.0% | -$27 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -10 | -100.0% | -$24 | 清仓 |
| — | NUBURU INC | $0 | 0.00% | 0 | -50 | -100.0% | -$8 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$7 | 清仓 |
| — | WORKHORSE GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | AIMEI HEALTH TECHNOLOGY CO L | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | EKSO BIONICS HLDGS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | STARFIGHTERS SPACE INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | AMC ROBOTICS CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ALEANNA INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ROBIN ENERGY LTD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY | $1 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GEN DIGITAL INC | $2 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $2 | 0.00% | 24 | 24 | — | $2 | 新建仓 |
| — | NUBURU INC | $2 | 0.00% | 10 | 10 | — | $2 | 新建仓 |
| — | IQSTEL INC | $3 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $3 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $4 | 0.00% | 0 | -1,158 | -100.0% | -$1.45万 | 清仓 |
| — | LEIFRAS CO LTD | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $6 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $6 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| FLTR | VANECK ETF TRUST | $8 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| — | GAMESTOP CORP NEW | $8 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $14 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | BIGBEAR AI HLDGS INC | $20 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | AQUA METALS INC | $21 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $27 | 0.00% | 1 | -20 | -95.2% | -$540 | 减仓 |
| — | WW INTL INC | $27 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $30 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $31 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| — | CARDIO DIAGNOSTICS HOLDGS IN | $31 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $37 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $37 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $45 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $46 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $48 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $49 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $49 | 0.00% | 10 | 10 | — | $49 | 新建仓 |
| — | EVOGENE LTD | $50 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| — | SEMILEDS CORP | $56 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $56 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $62 | 0.00% | 1 | -29 | -96.7% | -$1,798 | 减仓 |
| — | SNDL INC | $62 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $63 | 0.00% | 49 | 1 | 2.1% | $1 | 加仓 |
| — | AURORA CANNABIS INC | $65 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $67 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $68 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $69 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $75 | 0.00% | 1 | -2 | -66.7% | -$150 | 减仓 |
| SFIX | STITCH FIX INC | $76 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| ANF | ABERCROMBIE &FITCH CO | $107 | 0.00% | 1 | -2 | -66.7% | -$214 | 减仓 |
| — | GROWGENERATION CORP | $110 | 0.00% | 100 | -2 | -2.0% | -$2 | 减仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $112 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | IBIO INC | $114 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $115 | 0.00% | 28 | 28 | — | $115 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $117 | 0.00% | 5 | 5 | — | $117 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $117 | 0.00% | 3 | 3 | — | $117 | 新建仓 |
| NOVT | NOVANTA INC | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| — | SPRUCE POWER HOLDING CORP | $119 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $120 | 0.00% | 3 | 3 | — | $120 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $120 | 0.00% | 1 | 1 | — | $120 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $122 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ZG | ZILLOW GROUP INC | $124 | 0.00% | 3 | 3 | — | $124 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $125 | 0.00% | 2 | 2 | — | $125 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $130 | 0.00% | 5 | 5 | — | $130 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $131 | 0.00% | 3 | 3 | — | $131 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $133 | 0.00% | 2 | 2 | — | $133 | 新建仓 |
| KMX | CARMAX INC | $135 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $135 | 0.00% | 4 | 4 | — | $135 | 新建仓 |
| RH | RH | $140 | 0.00% | 1 | 1 | — | $140 | 新建仓 |
| STNE | STONECO LTD | $141 | 0.00% | 10 | 10 | — | $141 | 新建仓 |
| AMCX | AMC NETWORKS INC | $143 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $144 | 0.00% | 1 | 1 | — | $144 | 新建仓 |
| FRHC | FREEDOM HOLDING CORP | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| — | DLH HLDGS CORP | $146 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $147 | 0.00% | 3 | 3 | — | $147 | 新建仓 |
| DVA | DAVITA INC | $154 | 0.00% | 1 | 1 | — | $154 | 新建仓 |
| WING | WINGSTOP INC | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $155 | 0.00% | 140 | 90 | 180.0% | $100 | 加仓 |
| — | QORVO INC | $155 | 0.00% | 2 | 2 | — | $155 | 新建仓 |
| — | GATES INDL CORP PLC | $158 | 0.00% | 7 | 7 | — | $158 | 新建仓 |
| — | ARRIVE AI INC | $159 | 0.00% | 200 | 100 | 100.0% | $80 | 加仓 |