SHP Wealth Management
PLYMOUTH MA · SEC CIK 0001807060
$14.54亿2026Q2 申报市值
1,975持仓数
69.1%前十大占比 · 第一大 27.2%
269 / 134新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
USTB 加仓+$2,719.10万
HYDB 加仓+$2,306.57万
XMMO 新建仓+$2,224.94万
VOO 加仓+$1,452.60万
JEPI 加仓+$594.99万
2026Q2 卖出最多 按季末市值估算
VCIT 减仓-$8,057.56万
JMEE 减仓-$2,467.87万
VO 减仓-$2,348.11万
SHYG 减仓-$2,129.52万
JEPQ 减仓-$549.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AUR | AURORA INNOVATION INC | $648 | 0.00% | 95 | 67 | 239.3% | $457 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $653 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $656 | 0.00% | 3 | -1 | -25.0% | -$219 | 减仓 |
| TRLV | TRULIEVE CANNABIS CORP | $659 | 0.00% | 67 | 67 | — | $659 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $662 | 0.00% | 6 | 6 | — | $662 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $664 | 0.00% | 11 | 11 | — | $664 | 新建仓 |
| — | ZENATECH INC | $675 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MTN | VAIL RESORTS INC | $681 | 0.00% | 5 | 5 | — | $681 | 新建仓 |
| MZTI | MARZETTI COMPANY | $685 | 0.00% | 6 | 4 | 200.0% | $457 | 加仓 |
| HR | HEALTHCARE RLTY TR | $686 | 0.00% | 34 | 34 | — | $686 | 新建仓 |
| TRN | TRINITY INDS INC | $692 | 0.00% | 20 | -87 | -81.3% | -$3,010 | 减仓 |
| BOKF | BOK FINL CORP | $694 | 0.00% | 5 | 2 | 66.7% | $278 | 加仓 |
| — | CANOPY GROWTH CORPORATION | $698 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $705 | 0.00% | 12 | -6 | -33.3% | -$352 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $707 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $709 | 0.00% | 5 | 4 | 400.0% | $567 | 加仓 |
| CART | MAPLEBEAR INC | $710 | 0.00% | 15 | 8 | 114.3% | $379 | 加仓 |
| PTLO | PORTILLOS INC | $711 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $713 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $715 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $718 | 0.00% | 24 | 1 | 4.3% | $30 | 加仓 |
| — | ISHARES TR | $725 | 0.00% | 28 | 28 | — | $725 | 新建仓 |
| IQDG | WISDOMTREE TR | $732 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $737 | 0.00% | 3 | -3 | -50.0% | -$737 | 减仓 |
| WEN | WENDYS CO | $738 | 0.00% | 89 | 23 | 34.8% | $191 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $743 | 0.00% | 5 | 1 | 25.0% | $149 | 加仓 |
| CVE | CENOVUS ENERGY INC | $744 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $744 | 0.00% | 10 | 10 | — | $744 | 新建仓 |
| ARIS | ARIS MINING CORPORATION | $746 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $747 | 0.00% | 2 | 2 | — | $747 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC | $748 | 0.00% | 23 | 1 | 4.5% | $33 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $752 | 0.00% | 56 | 16 | 40.0% | $215 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $752 | 0.00% | 31 | 5 | 19.2% | $121 | 加仓 |
| SWBI | SMITH & WESSON BRANDS INC | $752 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $754 | 0.00% | 6 | -3 | -33.3% | -$377 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $758 | 0.00% | 9 | 3 | 50.0% | $253 | 加仓 |
| — | ALIGHT INC | $759 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $759 | 0.00% | 69 | 69 | — | $759 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $761 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $762 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $768 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $768 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $769 | 0.00% | 14 | -11 | -44.0% | -$604 | 减仓 |
| GFI | GOLD FIELDS LTD | $773 | 0.00% | 23 | -1 | -4.2% | -$34 | 减仓 |
| — | ROCKWELL MED INC | $782 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $787 | 0.00% | 47 | 27 | 135.0% | $452 | 加仓 |
| HLNE | HAMILTON LANE INC | $788 | 0.00% | 10 | 7 | 233.3% | $552 | 加仓 |
| MNDY | MONDAY COM LTD | $796 | 0.00% | 11 | 6 | 120.0% | $434 | 重新持有 |
| LECO | LINCOLN ELEC HLDGS INC | $797 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $797 | 0.00% | 13 | 13 | — | $797 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $802 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $805 | 0.00% | 7 | 2 | 40.0% | $230 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $806 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $806 | 0.00% | 18 | -7 | -28.0% | -$313 | 重新持有 |
| DEM | WISDOMTREE TR | $807 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $808 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $809 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $810 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $819 | 0.00% | 6 | 2 | 50.0% | $273 | 加仓 |
| UGI | UGI CORP NEW | $829 | 0.00% | 24 | 5 | 26.3% | $173 | 加仓 |
| DGRS | WISDOMTREE TR | $831 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ADC | AGREE RLTY CORP | $833 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP | $838 | 0.00% | 7 | 5 | 250.0% | $599 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $842 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP | $849 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $849 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $850 | 0.00% | 38 | -30 | -44.1% | -$671 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $850 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AXIAY | AXIA ENERGIA SA | $855 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CIG | CIA ENERGETICA DE MINAS GERA | $855 | 0.00% | 407 | 407 | — | $855 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $858 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $858 | 0.00% | 15 | 1 | 7.1% | $57 | 加仓 |
| WCLD | WISDOMTREE TR | $866 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $866 | 0.00% | 15 | 15 | — | $866 | 新建仓 |
| TRMB | TRIMBLE INC | $870 | 0.00% | 17 | -6 | -26.1% | -$307 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $871 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC | $871 | 0.00% | 3 | 2 | 200.0% | $581 | 加仓 |
| PRGO | PERRIGO CO PLC | $873 | 0.00% | 84 | 33 | 64.7% | $343 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $879 | 0.00% | 34 | -48 | -58.5% | -$1,241 | 减仓 |
| BRBR | BELLRING BRANDS INC | $880 | 0.00% | 68 | -27 | -28.4% | -$349 | 减仓 |
| HMY | HARMONY GOLD MNG LTD | $882 | 0.00% | 58 | 21 | 56.8% | $319 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $883 | 0.00% | 24 | -13 | -35.1% | -$478 | 减仓 |
| CR | CRANE COMPANY | $892 | 0.00% | 4 | -2 | -33.3% | -$446 | 减仓 |
| VC | VISTEON CORP | $893 | 0.00% | 9 | 1 | 12.5% | $99 | 加仓 |
| WSE | WISE GROUP PLC | $893 | 0.00% | 75 | 75 | — | $893 | 新建仓 |
| MTDR | MATADOR RES CO | $896 | 0.00% | 18 | 18 | — | $896 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $898 | 0.00% | 11 | -6 | -35.3% | -$490 | 减仓 |
| ENIC | ENEL CHILE SA | $900 | 0.00% | 200 | 200 | — | $900 | 新建仓 |
| CFR | CULLEN FROST BANKERS INC | $901 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $904 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LUMENT FINANCE TRUST INC | $920 | 0.00% | 1,000 | 1,000 | — | $920 | 新建仓 |
| JBS | JBS N.V. | $924 | 0.00% | 78 | 25 | 47.2% | $296 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $925 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SLGN | SILGAN HLDGS INC | $928 | 0.00% | 20 | 20 | — | $928 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $929 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $930 | 0.00% | 3 | -3 | -50.0% | -$930 | 减仓 |
| LTM | LATAM AIRLINES GROUP SA | $932 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| TPG | TPG INC | $933 | 0.00% | 23 | 19 | 475.0% | $771 | 加仓 |
| RNG | RINGCENTRAL INC | $936 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| MORN | MORNINGSTAR INC | $936 | 0.00% | 6 | 4 | 200.0% | $624 | 加仓 |