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 |
|---|---|---|---|---|---|---|---|---|
| FSLY | FASTLY INC | $726 | 0.00% | 25 | 25 | — | $726 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $727 | 0.00% | 26 | 26 | — | $727 | 新建仓 |
| VC | VISTEON CORP | $729 | 0.00% | 8 | 8 | — | $729 | 新建仓 |
| WCLD | WISDOMTREE TR | $737 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $742 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $742 | 0.00% | 8 | 4 | 100.0% | $371 | 加仓 |
| — | GLOBAL X FDS | $744 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $745 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $747 | 0.00% | 3 | 1 | 50.0% | $249 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $747 | 0.00% | 40 | 40 | — | $747 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $748 | 0.00% | 7 | -1 | -12.5% | -$107 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $750 | 0.00% | 79 | 79 | — | $750 | 新建仓 |
| ERIE | ERIE INDTY CO | $754 | 0.00% | 3 | 2 | 200.0% | $503 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $756 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $756 | 0.00% | 34 | 34 | — | $756 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $759 | 0.00% | 10 | 5 | 100.0% | $380 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $762 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $767 | 0.00% | 14 | 14 | — | $767 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $768 | 0.00% | 67 | 67 | — | $768 | 新建仓 |
| LCID | LUCID GROUP INC | $772 | 0.00% | 81 | -3 | -3.6% | -$29 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $780 | 0.00% | 8 | 8 | — | $780 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $781 | 0.00% | 10 | 10 | — | $781 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $786 | 0.00% | 6 | 6 | — | $786 | 新建仓 |
| — | ALIGHT INC | $790 | 0.00% | 1,355 | 1,355 | — | $790 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $791 | 0.00% | 14 | 14 | — | $791 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $791 | 0.00% | 16 | 16 | — | $791 | 新建仓 |
| PTLO | PORTILLOS INC | $794 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $794 | 0.00% | 26 | 26 | — | $794 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $796 | 0.00% | 30 | 30 | — | $796 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $797 | 0.00% | 6 | 3 | 100.0% | $398 | 加仓 |
| — | GLOBAL X FDS | $798 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $799 | 0.00% | 2 | 2 | — | $799 | 新建仓 |
| QGEN | QIAGEN NV | $801 | 0.00% | 20 | 20 | — | $801 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $802 | 0.00% | 15 | 10 | 200.0% | $535 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $811 | 0.00% | 13 | 13 | — | $811 | 新建仓 |
| RRC | RANGE RES CORP | $813 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $818 | 0.00% | 26 | 26 | — | $818 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $821 | 0.00% | 10 | 10 | — | $821 | 新建仓 |
| TW | TRADEWEB MKTS INC | $824 | 0.00% | 7 | 7 | — | $824 | 新建仓 |
| ADC | AGREE RLTY CORP | $829 | 0.00% | 11 | 11 | — | $829 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $830 | 0.00% | 3 | 1 | 50.0% | $277 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $830 | 0.00% | 12 | 12 | — | $830 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $833 | 0.00% | 4 | 4 | — | $833 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $841 | 0.00% | 33 | 33 | — | $841 | 新建仓 |
| XSOE | WISDOMTREE TR | $842 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $846 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $846 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $846 | 0.00% | 22 | 22 | — | $846 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $846 | 0.00% | 17 | 17 | — | $846 | 新建仓 |
| ELF | E L F BEAUTY INC | $849 | 0.00% | 14 | 13 | 1,300.0% | $788 | 加仓 |
| LOPE | GRAND CANYON ED INC | $850 | 0.00% | 5 | 2 | 66.7% | $340 | 加仓 |
| SJM | SMUCKER J M CO | $854 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $857 | 0.00% | 46 | 46 | — | $857 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $860 | 0.00% | 5 | 5 | — | $860 | 新建仓 |
| WRB | BERKLEY W R CORP | $862 | 0.00% | 13 | 13 | — | $862 | 新建仓 |
| RHI | ROBERT HALF INC. | $864 | 0.00% | 34 | 34 | — | $864 | 新建仓 |
| CBT | CABOT CORP | $866 | 0.00% | 11 | 6 | 120.0% | $472 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $867 | 0.00% | 145 | 145 | — | $867 | 新建仓 |
| LEGN | LEGEND BIOTECH CORP | $868 | 0.00% | 48 | 48 | — | $868 | 新建仓 |
| ALLE | ALLEGION PLC | $871 | 0.00% | 6 | 4 | 200.0% | $581 | 加仓 |
| ABEV | AMBEV SA | $873 | 0.00% | 299 | 299 | — | $873 | 新建仓 |
| — | TILRAY BRANDS INC | $880 | 0.00% | 136 | -1 | -0.7% | -$6 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $887 | 0.00% | 8 | 8 | — | $887 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $888 | 0.00% | 25 | 25 | — | $888 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $888 | 0.00% | 8 | 8 | — | $888 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $891 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $891 | 0.00% | 19 | 19 | — | $891 | 新建仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $892 | 0.00% | 28 | 28 | — | $892 | 新建仓 |
| RNG | RINGCENTRAL INC | $893 | 0.00% | 24 | 12 | 100.0% | $446 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $895 | 0.00% | 20 | 20 | — | $895 | 新建仓 |
| FIG | FIGMA INC | $898 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $908 | 0.00% | 22 | -27 | -55.1% | -$1,114 | 减仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $914 | 0.00% | 81 | 81 | — | $914 | 新建仓 |
| SAM | BOSTON BEER INC | $921 | 0.00% | 4 | 4 | — | $921 | 新建仓 |
| JD | JD.COM INC | $923 | 0.00% | 31 | -25 | -44.6% | -$744 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $928 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION | $928 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $937 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $940 | 0.00% | 50 | 2 | 4.2% | $38 | 加仓 |
| INCY | INCYTE CORP | $941 | 0.00% | 10 | -14 | -58.3% | -$1,317 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $944 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $946 | 0.00% | 31 | 31 | — | $946 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $951 | 0.00% | 45 | -1,899 | -97.7% | -$4.01万 | 减仓 |
| JBS | JBS N.V. | $952 | 0.00% | 53 | 53 | — | $952 | 新建仓 |
| — | BEAMR IMAGING LTD | $973 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $976 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $977 | 0.00% | 23 | 23 | — | $977 | 新建仓 |
| DLS | WISDOMTREE TR | $978 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $980 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $989 | 0.00% | 15 | 7 | 87.5% | $462 | 加仓 |
| GT | GOODYEAR TIRE &RUBR CO | $994 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $994 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $1,003 | 0.00% | 12 | 12 | — | $1,003 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,012 | 0.00% | 16 | 7 | 77.8% | $443 | 加仓 |
| BILI | BILIBILI INC | $1,015 | 0.00% | 45 | 45 | — | $1,015 | 新建仓 |
| DY | DYCOM INDS INC | $1,017 | 0.00% | 3 | 2 | 200.0% | $678 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,022 | 0.00% | 5 | 5 | — | $1,022 | 新建仓 |
| CR | CRANE COMPANY | $1,026 | 0.00% | 6 | 6 | — | $1,026 | 新建仓 |
| — | ZENATECH INC | $1,030 | 0.00% | 450 | 0 | 0.0% | — | 不变 |