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 |
|---|---|---|---|---|---|---|---|---|
| TME | TENCENT MUSIC ENTMT GROUP | $1,039 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $1,042 | 0.00% | 60 | 60 | — | $1,042 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,047 | 0.00% | 7 | 7 | — | $1,047 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1,050 | 0.00% | 175 | 175 | — | $1,050 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $1,052 | 0.00% | 17 | 17 | — | $1,052 | 新建仓 |
| TRP | TC ENERGY CORP | $1,064 | 0.00% | 17 | 17 | — | $1,064 | 新建仓 |
| MUR | MURPHY OIL CORP | $1,075 | 0.00% | 26 | 13 | 100.0% | $538 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,080 | 0.00% | 6 | 6 | — | $1,080 | 新建仓 |
| TEM | TEMPUS AI INC | $1,085 | 0.00% | 24 | 4 | 20.0% | $181 | 加仓 |
| CACI | CACI INTL INC | $1,088 | 0.00% | 2 | 2 | — | $1,088 | 新建仓 |
| GFI | GOLD FIELDS LTD | $1,090 | 0.00% | 24 | 24 | — | $1,090 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,094 | 0.00% | 9 | -8 | -47.1% | -$972 | 减仓 |
| ULS | UL SOLUTIONS INC | $1,114 | 0.00% | 13 | 9 | 225.0% | $771 | 加仓 |
| AEG | AEGON LTD | $1,118 | 0.00% | 154 | 76 | 97.4% | $552 | 加仓 |
| — | ELEVRA LITHIUM LTD | $1,119 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1,119 | 0.00% | 10 | 10 | — | $1,119 | 新建仓 |
| GMED | GLOBUS MED INC | $1,120 | 0.00% | 13 | 11 | 550.0% | $948 | 加仓 |
| UFO | PROCURE ETF TRUST II | $1,120 | 0.00% | 25 | 25 | — | $1,120 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1,125 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| COTY | COTY INC | $1,131 | 0.00% | 563 | 563 | — | $1,131 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,135 | 0.00% | 36 | 24 | 200.0% | $757 | 加仓 |
| APG | API GROUP CORP | $1,135 | 0.00% | 28 | 28 | — | $1,135 | 新建仓 |
| BCE | BCE INC | $1,136 | 0.00% | 45 | 32 | 246.2% | $808 | 加仓 |
| DDS | DILLARDS INC | $1,144 | 0.00% | 2 | 1 | 100.0% | $572 | 加仓 |
| CIB | GRUPO CIBEST SA | $1,165 | 0.00% | 16 | 16 | — | $1,165 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1,170 | 0.00% | 10 | 5 | 100.0% | $585 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,174 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $1,175 | 0.00% | 18 | 9 | 100.0% | $588 | 加仓 |
| ARKF | ARK ETF TR | $1,178 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA TR INC | $1,179 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1,182 | 0.00% | 83 | -435 | -84.0% | -$6,195 | 减仓 |
| UAA | UNDER ARMOUR INC | $1,182 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $1,183 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,184 | 0.00% | 29 | 29 | — | $1,184 | 新建仓 |
| — | ALARUM TECHNOLOGIES LTD | $1,192 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $1,195 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $1,197 | 0.00% | 12 | 3 | 33.3% | $299 | 加仓 |
| HFRO | HIGHLAND OPPS &INCOME FD | $1,205 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $1,213 | 0.00% | 49 | -114 | -69.9% | -$2,822 | 减仓 |
| TPB | TURNING PT BRANDS INC | $1,215 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $1,228 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,257 | 0.00% | 60 | 60 | — | $1,257 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,258 | 0.00% | 13 | 1 | 8.3% | $97 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,261 | 0.00% | 70 | -1,993 | -96.6% | -$3.59万 | 减仓 |
| — | ROCKWELL MED INC | $1,269 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $1,270 | 0.00% | 67 | -32 | -32.3% | -$607 | 减仓 |
| AVAV | AEROVIRONMENT INC | $1,281 | 0.00% | 7 | 7 | — | $1,281 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $1,283 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,285 | 0.00% | 9 | 4 | 80.0% | $571 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $1,291 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,292 | 0.00% | 9 | 2 | 28.6% | $287 | 加仓 |
| — | LINKBANCORP INC | $1,293 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $1,294 | 0.00% | 12 | 8 | 200.0% | $863 | 加仓 |
| AVT | AVNET INC | $1,294 | 0.00% | 21 | 14 | 200.0% | $863 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $1,299 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $1,301 | 0.00% | 4 | 3 | 300.0% | $976 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $1,302 | 0.00% | 9 | 9 | — | $1,302 | 新建仓 |
| SPMD | SPDR SERIES TRUST | $1,303 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $1,303 | 0.00% | 3 | 3 | — | $1,303 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1,318 | 0.00% | 8 | 3 | 60.0% | $494 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1,329 | 0.00% | 7 | 7 | — | $1,329 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,331 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1,337 | 0.00% | 56 | 56 | — | $1,337 | 新建仓 |
| PATH | UIPATH INC | $1,354 | 0.00% | 122 | -100 | -45.0% | -$1,110 | 减仓 |
| CPAY | CORPAY INC | $1,359 | 0.00% | 5 | 4 | 400.0% | $1,087 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,362 | 0.00% | 24 | 24 | — | $1,362 | 新建仓 |
| FUTU | FUTU HLDGS LTD | $1,368 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $1,370 | 0.00% | 8 | 6 | 300.0% | $1,028 | 加仓 |
| LII | LENNOX INTL INC | $1,392 | 0.00% | 3 | 2 | 200.0% | $928 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $1,404 | 0.00% | 13 | 13 | — | $1,404 | 新建仓 |
| S | SENTINELONE INC | $1,417 | 0.00% | 110 | 110 | — | $1,417 | 新建仓 |
| IOT | SAMSARA INC | $1,419 | 0.00% | 45 | 34 | 309.1% | $1,072 | 加仓 |
| RBLX | ROBLOX CORP | $1,423 | 0.00% | 25 | 12 | 92.3% | $683 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,432 | 0.00% | 10 | 10 | — | $1,432 | 新建仓 |
| MEDP | MEDPACE HLDGS INC | $1,440 | 0.00% | 3 | 2 | 200.0% | $960 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,450 | 0.00% | 135 | 70 | 107.7% | $752 | 加仓 |
| IYW | ISHARES TR | $1,451 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $1,456 | 0.00% | 2 | 1 | 100.0% | $728 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1,464 | 0.00% | 62 | 62 | — | $1,464 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $1,472 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION SHARES ETF TRUST | $1,479 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,487 | 0.00% | 93 | 93 | — | $1,487 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $1,500 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $1,501 | 0.00% | 23 | 23 | — | $1,501 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,505 | 0.00% | 6 | 6 | — | $1,505 | 新建仓 |
| MNSO | MINISO GROUP HLDG LTD | $1,507 | 0.00% | 93 | 93 | — | $1,507 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,510 | 0.00% | 92 | 36 | 64.3% | $591 | 加仓 |
| GGG | GRACO INC | $1,523 | 0.00% | 18 | 18 | — | $1,523 | 新建仓 |
| QUAD | QUAD / GRAPHICS INC | $1,524 | 0.00% | 230 | 3 | 1.3% | $20 | 加仓 |
| BRBR | BELLRING BRANDS INC | $1,529 | 0.00% | 95 | 95 | — | $1,529 | 新建仓 |
| — | THOMSON REUTERS CORP | $1,530 | 0.00% | 17 | 4 | 30.8% | $360 | 加仓 |
| USMF | WISDOMTREE TR | $1,531 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1,538 | 0.00% | 82 | 16 | 24.2% | $300 | 加仓 |
| SSL | SASOL LTD | $1,542 | 0.00% | 119 | 119 | — | $1,542 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,544 | 0.00% | 37 | 37 | — | $1,544 | 新建仓 |
| STE | STERIS PLC | $1,547 | 0.00% | 7 | 7 | — | $1,547 | 新建仓 |
| STIP | ISHARES TR | $1,551 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GDS | GDS HLDGS LTD | $1,571 | 0.00% | 39 | 39 | — | $1,571 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $1,577 | 0.00% | 6 | 3 | 100.0% | $788 | 加仓 |
| XP | XP INC | $1,580 | 0.00% | 83 | 83 | — | $1,580 | 新建仓 |