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 |
|---|---|---|---|---|---|---|---|---|
| HRL | HORMEL FOODS CORP | $159 | 0.00% | 7 | 7 | — | $159 | 新建仓 |
| TPG | TPG INC | $162 | 0.00% | 4 | 4 | — | $162 | 新建仓 |
| CAVA | CAVA GROUP INC | $162 | 0.00% | 2 | 2 | — | $162 | 新建仓 |
| NCNO | NCINO INC | $165 | 0.00% | 11 | 11 | — | $165 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $167 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | BULLFROG AI HLDGS INC | $168 | 0.00% | 100 | 100 | — | $168 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $171 | 0.00% | 5 | 5 | — | $171 | 新建仓 |
| EXEL | EXELIXIS INC | $172 | 0.00% | 4 | -12 | -75.0% | -$516 | 减仓 |
| TEX | TEREX CORP NEW | $177 | 0.00% | 3 | 3 | — | $177 | 新建仓 |
| CURV | TORRID HLDGS INC | $178 | 0.00% | 100 | 100 | — | $178 | 新建仓 |
| CHYM | CHIME FINL INC | $187 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $187 | 0.00% | 7 | 7 | — | $187 | 新建仓 |
| PBF | PBF ENERGY INC | $190 | 0.00% | 4 | 4 | — | $190 | 新建仓 |
| FER | FERROVIAL SE | $195 | 0.00% | 3 | 3 | — | $195 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $195 | 0.00% | 1 | 1 | — | $195 | 新建仓 |
| NTRA | NATERA INC | $200 | 0.00% | 1 | 1 | — | $200 | 新建仓 |
| TKR | TIMKEN CO | $201 | 0.00% | 2 | 2 | — | $201 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $204 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $205 | 0.00% | 1 | 1 | — | $205 | 新建仓 |
| EMBC | EMBECTA CORP | $212 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $219 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $219 | 0.00% | 24 | 24 | — | $219 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $222 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $223 | 0.00% | 3 | 3 | — | $223 | 新建仓 |
| REG | REGENCY CTRS CORP | $227 | 0.00% | 3 | 3 | — | $227 | 新建仓 |
| AGCO | AGCO CORP | $232 | 0.00% | 2 | 2 | — | $232 | 新建仓 |
| CSGP | COSTAR GROUP INC | $242 | 0.00% | 6 | -12 | -66.7% | -$484 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $242 | 0.00% | 55 | 1 | 1.9% | $4 | 加仓 |
| LAD | LITHIA MTRS INC | $250 | 0.00% | 1 | 1 | — | $250 | 新建仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $251 | 0.00% | 11 | 9 | 450.0% | $205 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $252 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FND | FLOOR &DECOR HLDGS INC | $254 | 0.00% | 5 | -145 | -96.7% | -$7,366 | 减仓 |
| — | AMERICAN BITCOIN CORP. | $254 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE CORP | $257 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $257 | 0.00% | 7 | 7 | — | $257 | 新建仓 |
| CART | MAPLEBEAR INC | $262 | 0.00% | 7 | 7 | — | $262 | 新建仓 |
| — | CINGULATE INC | $269 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| MZTI | MARZETTI COMPANY | $277 | 0.00% | 2 | 2 | — | $277 | 新建仓 |
| PJT | PJT PARTNERS INC | $279 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC | $279 | 0.00% | 10 | 4 | 66.7% | $112 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $281 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EVGO | EVGO INC | $284 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $286 | 0.00% | 4 | 4 | — | $286 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $287 | 0.00% | 25 | -1 | -3.8% | -$11 | 减仓 |
| CLH | CLEAN HARBORS INC | $287 | 0.00% | 1 | 1 | — | $287 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $290 | 0.00% | 1 | 1 | — | $290 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $294 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | BLINK CHARGING CO | $297 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $298 | 0.00% | 3 | 1 | 50.0% | $99 | 加仓 |
| ELE | ELEMENTAL RTY CORP | $301 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $302 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SYSTEM1 INC | $302 | 0.00% | 100 | 100 | — | $302 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $319 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $320 | 0.00% | 4 | 4 | — | $320 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $322 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $322 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $328 | 0.00% | 39 | -1 | -2.5% | -$8 | 减仓 |
| INSM | INSMED INC | $328 | 0.00% | 2 | 2 | — | $328 | 新建仓 |
| MSA | MSA SAFETY INC | $328 | 0.00% | 2 | 2 | — | $328 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $338 | 0.00% | 30 | 30 | — | $338 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $338 | 0.00% | 5 | 5 | — | $338 | 新建仓 |
| MORN | MORNINGSTAR INC | $338 | 0.00% | 2 | 2 | — | $338 | 新建仓 |
| RUN | SUNRUN INC | $339 | 0.00% | 25 | -10 | -28.6% | -$136 | 减仓 |
| GPGI | GPGI INC | $342 | 0.00% | 20 | 8 | 66.7% | $137 | 加仓 |
| SSD | SIMPSON MFG INC | $343 | 0.00% | 2 | 2 | — | $343 | 新建仓 |
| ENS | ENERSYS | $347 | 0.00% | 2 | 2 | — | $347 | 新建仓 |
| SNN | SMITH &NEPHEW PLC | $349 | 0.00% | 11 | 1 | 10.0% | $32 | 加仓 |
| — | TOPBUILD COR | $351 | 0.00% | 1 | 1 | — | $351 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $368 | 0.00% | 5 | 5 | — | $368 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $369 | 0.00% | 10 | 10 | — | $369 | 新建仓 |
| CERT | CERTARA INC | $370 | 0.00% | 65 | 45 | 225.0% | $256 | 加仓 |
| VIA | VIA TRANSN INC | $375 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| CHE | CHEMED CORP NEW | $378 | 0.00% | 1 | 1 | — | $378 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $380 | 0.00% | 1 | 1 | — | $380 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $383 | 0.00% | 3 | 3 | — | $383 | 新建仓 |
| BOKF | BOK FINL CORP | $384 | 0.00% | 3 | 3 | — | $384 | 新建仓 |
| — | GOPRO INC | $385 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $386 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $391 | 0.00% | 2 | 2 | — | $391 | 新建仓 |
| DOX | AMDOCS LTD | $392 | 0.00% | 6 | 6 | — | $392 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $393 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $398 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $399 | 0.00% | 3 | 3 | — | $399 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $401 | 0.00% | 7 | 7 | — | $401 | 新建仓 |
| R | RYDER SYS INC | $409 | 0.00% | 2 | 2 | — | $409 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $413 | 0.00% | 25 | 25 | — | $413 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $418 | 0.00% | 9 | 9 | — | $418 | 新建仓 |
| — | CREATIVE MEDIA &CMNTY TR | $420 | 0.00% | 683 | 683 | — | $420 | 新建仓 |
| LEN/B | LENNAR CORP | $421 | 0.00% | 5 | 5 | — | $421 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $423 | 0.00% | 10 | 4 | 66.7% | $169 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $423 | 0.00% | 1 | 1 | — | $423 | 新建仓 |
| DCI | DONALDSON INC | $424 | 0.00% | 5 | -8 | -61.5% | -$678 | 减仓 |
| — | COFFEE HLDG CO INC | $425 | 0.00% | 100 | 100 | — | $425 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $426 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC | $430 | 0.00% | 12 | 12 | — | $430 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $433 | 0.00% | 23 | -57 | -71.2% | -$1,073 | 减仓 |
| SON | SONOCO PRODS CO | $433 | 0.00% | 8 | 8 | — | $433 | 新建仓 |
| — | EVE HLDG INC | $434 | 0.00% | 175 | 0 | 0.0% | — | 不变 |