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 |
|---|---|---|---|---|---|---|---|---|
| UPST | UPSTART HLDGS INC | $435 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $436 | 0.00% | 6 | 6 | — | $436 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $439 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $443 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $443 | 0.00% | 4 | 4 | — | $443 | 新建仓 |
| ARMK | ARAMARK | $446 | 0.00% | 11 | 11 | — | $446 | 新建仓 |
| WTPI | WISDOMTREE TR | $447 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $449 | 0.00% | 75 | 75 | — | $449 | 新建仓 |
| — | ARK ETF TR | $450 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| KRC | KILROY REALTY CORP | $451 | 0.00% | 16 | 16 | — | $451 | 新建仓 |
| GTLB | GITLAB INC | $455 | 0.00% | 21 | 21 | — | $455 | 新建仓 |
| PCN | PIMCO CORPORATE &INCM STRG | $457 | 0.00% | 38 | -305 | -88.9% | -$3,668 | 减仓 |
| WEN | WENDYS CO | $459 | 0.00% | 66 | 66 | — | $459 | 新建仓 |
| AGNC | AGNC INVT CORP | $461 | 0.00% | 46 | 46 | — | $461 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $463 | 0.00% | 5 | 5 | — | $463 | 新建仓 |
| VNO | VORNADO RLTY TR | $468 | 0.00% | 18 | 18 | — | $468 | 新建仓 |
| GEF | GREIF INC | $469 | 0.00% | 7 | 7 | — | $469 | 新建仓 |
| TECH | BIO-TECHNE CORP | $470 | 0.00% | 9 | 9 | — | $470 | 新建仓 |
| AVTR | AVANTOR INC | $470 | 0.00% | 60 | 60 | — | $470 | 新建仓 |
| LKQ | LKQ CORP | $470 | 0.00% | 16 | 16 | — | $470 | 新建仓 |
| RGEN | REPLIGEN CORP | $471 | 0.00% | 4 | 4 | — | $471 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $474 | 0.00% | 25 | 15 | 150.0% | $284 | 加仓 |
| WTMF | WISDOMTREE TR | $476 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $476 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $480 | 0.00% | 10 | -1,602 | -99.4% | -$7.69万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $481 | 0.00% | 3 | 3 | — | $481 | 新建仓 |
| TRU | TRANSUNION | $484 | 0.00% | 7 | 7 | — | $484 | 新建仓 |
| LEA | LEAR CORP | $484 | 0.00% | 4 | 4 | — | $484 | 新建仓 |
| ADT | ADT INC DEL | $486 | 0.00% | 74 | 74 | — | $486 | 新建仓 |
| WH | WYNDHAM HOTELS &RESORTS INC | $487 | 0.00% | 6 | 6 | — | $487 | 新建仓 |
| DUOL | DUOLINGO INC | $493 | 0.00% | 5 | 5 | — | $493 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $499 | 0.00% | 4 | 4 | — | $499 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $506 | 0.00% | 3 | 3 | — | $506 | 新建仓 |
| — | VIRNETX HLDG CORP | $508 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $508 | 0.00% | 8 | 8 | — | $508 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $514 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | SCHWAB STRATEGIC TR | $520 | 0.00% | 10 | 10 | — | $520 | 新建仓 |
| FN | FABRINET | $522 | 0.00% | 1 | 1 | — | $522 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $532 | 0.00% | 59 | 51 | 637.5% | $460 | 加仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $536 | 0.00% | 25 | 25 | — | $536 | 新建仓 |
| RBC | RBC BEARINGS INC | $543 | 0.00% | 1 | 1 | — | $543 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $546 | 0.00% | 8 | 7 | 700.0% | $478 | 加仓 |
| PRGO | PERRIGO CO PLC | $548 | 0.00% | 51 | 51 | — | $548 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $555 | 0.00% | 3 | 3 | — | $555 | 新建仓 |
| GL | GLOBE LIFE INC | $557 | 0.00% | 4 | 4 | — | $557 | 新建仓 |
| ANRO | ALTO NEUROSCIENCE INC | $562 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $566 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $567 | 0.00% | 6 | 4 | 200.0% | $378 | 加仓 |
| EXP | EAGLE MATLS INC | $568 | 0.00% | 3 | 3 | — | $568 | 新建仓 |
| IEX | IDEX CORP | $569 | 0.00% | 3 | 3 | — | $569 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $569 | 0.00% | 37 | 37 | — | $569 | 新建仓 |
| GME | GAMESTOP CORP | $576 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $582 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $585 | 0.00% | 16 | 8 | 100.0% | $292 | 加仓 |
| ALLY | ALLY FINL INC | $588 | 0.00% | 15 | -9 | -37.5% | -$353 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $589 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PAYS | PAYSIGN INC | $590 | 0.00% | 100 | 100 | — | $590 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $593 | 0.00% | 1 | -1 | -50.0% | -$593 | 减仓 |
| SARO | STANDARDAERO INC | $594 | 0.00% | 23 | -42 | -64.6% | -$1,085 | 减仓 |
| ETSY | ETSY INC | $600 | 0.00% | 12 | 12 | — | $600 | 新建仓 |
| IDCC | INTERDIGITAL INC | $604 | 0.00% | 2 | 2 | — | $604 | 新建仓 |
| RWR | SPDR SERIES TRUST | $606 | 0.00% | 6 | 6 | — | $606 | 新建仓 |
| BRKR | BRUKER CORP | $607 | 0.00% | 17 | 14 | 466.7% | $500 | 加仓 |
| NTNX | NUTANIX INC | $608 | 0.00% | 16 | 16 | — | $608 | 新建仓 |
| — | NANO DIMENSION LTD | $609 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| — | PROASSURANCE CORP | $618 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $618 | 0.00% | 19 | 19 | — | $618 | 新建仓 |
| INVH | INVITATION HOMES INC | $621 | 0.00% | 25 | 25 | — | $621 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $632 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BNT | BROOKFIELD WEALTH SOL LTD | $633 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $636 | 0.00% | 3 | 2 | 200.0% | $424 | 加仓 |
| J | JACOBS SOLUTIONS INC | $637 | 0.00% | 5 | 5 | — | $637 | 新建仓 |
| TLN | TALEN ENERGY CORP | $638 | 0.00% | 2 | 2 | — | $638 | 新建仓 |
| XBI | SPDR SERIES TRUST | $639 | 0.00% | 5 | -250 | -98.0% | -$3.19万 | 减仓 |
| CLVT | CLARIVATE PLC | $640 | 0.00% | 253 | 61 | 31.8% | $154 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $645 | 0.00% | 2 | 2 | — | $645 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $652 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $655 | 0.00% | 20 | 20 | — | $655 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $662 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $666 | 0.00% | 5 | 5 | — | $666 | 新建仓 |
| BOTZ | GLOBAL X FDS | $667 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $670 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $679 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE TR | $683 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $686 | 0.00% | 20 | 20 | — | $686 | 新建仓 |
| UGI | UGI CORP NEW | $691 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $691 | 0.00% | 2 | 2 | — | $691 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $696 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $698 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $699 | 0.00% | 12 | 7 | 140.0% | $408 | 加仓 |
| TXNM | TXNM ENERGY INC | $702 | 0.00% | 12 | 12 | — | $702 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $702 | 0.00% | 9 | 9 | — | $702 | 新建仓 |
| BEKE | KE HLDGS INC | $704 | 0.00% | 47 | 47 | — | $704 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $706 | 0.00% | 29 | -21 | -42.0% | -$511 | 减仓 |
| SVCO | SILVACO GROUP INC | $708 | 0.00% | 100 | 100 | — | $708 | 新建仓 |
| OII | OCEANEERING INTL INC | $709 | 0.00% | 20 | 20 | — | $709 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | -2 | -33.3% | -$358 | 减仓 |
| SWBI | SMITH &WESSON BRANDS INC | $716 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $723 | 0.00% | 11 | 11 | — | $723 | 新建仓 |
| CYTK | CYTOKINETICS INC | $725 | 0.00% | 11 | 11 | — | $725 | 新建仓 |