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 |
|---|---|---|---|---|---|---|---|---|
| VTRS | VIATRIS INC | $1,591 | 0.00% | 118 | 93 | 372.0% | $1,254 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,591 | 0.00% | 43 | 43 | — | $1,591 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $1,600 | 0.00% | 31 | 28 | 933.3% | $1,445 | 加仓 |
| NMAX | NEWSMAX INC | $1,611 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,613 | 0.00% | 17 | 17 | — | $1,613 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $1,621 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,623 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $1,625 | 0.00% | 12 | -292 | -96.1% | -$3.95万 | 减仓 |
| GPN | GLOBAL PMTS INC | $1,643 | 0.00% | 24 | 12 | 100.0% | $822 | 加仓 |
| HST | HOST HOTELS &RESORTS INC | $1,651 | 0.00% | 86 | 21 | 32.3% | $403 | 加仓 |
| BG | BUNGE GLOBAL SA | $1,653 | 0.00% | 13 | 13 | — | $1,653 | 新建仓 |
| — | SPROTT FDS TR | $1,658 | 0.00% | 28 | -110 | -79.7% | -$6,514 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,660 | 0.00% | 31 | 1 | 3.3% | $54 | 加仓 |
| SILJ | AMPLIFY ETF TR | $1,664 | 0.00% | 56 | -228 | -80.3% | -$6,775 | 减仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1,670 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| BTAL | AGF INVTS TR | $1,675 | 0.00% | 120 | -48 | -28.6% | -$670 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,675 | 0.00% | 20 | 13 | 185.7% | $1,089 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $1,690 | 0.00% | 6 | -7 | -53.8% | -$1,972 | 减仓 |
| ESS | ESSEX PPTY TR INC | $1,694 | 0.00% | 7 | 7 | — | $1,694 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,697 | 0.00% | 65 | 65 | — | $1,697 | 新建仓 |
| IVLU | ISHARES TR | $1,706 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| ZTO | ZTO EXPRESS CAYMAN INC | $1,711 | 0.00% | 68 | 68 | — | $1,711 | 新建仓 |
| ARW | ARROW ELECTRS INC | $1,721 | 0.00% | 12 | 3 | 33.3% | $430 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,727 | 0.00% | 6 | -5 | -45.5% | -$1,439 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $1,733 | 0.00% | 13 | 13 | — | $1,733 | 新建仓 |
| APPF | APPFOLIO INC | $1,736 | 0.00% | 11 | 10 | 1,000.0% | $1,578 | 加仓 |
| FFIV | F5 INC | $1,736 | 0.00% | 6 | 6 | — | $1,736 | 新建仓 |
| GDDY | GODADDY INC | $1,736 | 0.00% | 21 | 21 | — | $1,736 | 新建仓 |
| JKHY | HENRY JACK &ASSOC INC | $1,738 | 0.00% | 11 | 7 | 175.0% | $1,106 | 加仓 |
| AIZ | ASSURANT INC | $1,743 | 0.00% | 8 | 8 | — | $1,743 | 新建仓 |
| TXT | TEXTRON INC | $1,753 | 0.00% | 20 | 16 | 400.0% | $1,402 | 加仓 |
| FOXA | FOX CORP | $1,753 | 0.00% | 30 | 30 | — | $1,753 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,755 | 0.00% | 19 | 9 | 90.0% | $831 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,758 | 0.00% | 32 | 32 | — | $1,758 | 新建仓 |
| TECK | TECK RESOURCES LTD | $1,760 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $1,773 | 0.00% | 22 | -158 | -87.8% | -$1.27万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1,773 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,785 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,796 | 0.00% | 30 | 5 | 20.0% | $299 | 加仓 |
| BBY | BEST BUY INC | $1,797 | 0.00% | 28 | 28 | — | $1,797 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $1,803 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $1,822 | 0.00% | 10 | 9 | 900.0% | $1,640 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,822 | 0.00% | 28 | 28 | — | $1,822 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,824 | 0.00% | 24 | 24 | — | $1,824 | 新建仓 |
| EMBJ | EMBRAER S.A. | $1,840 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $1,848 | 0.00% | 15 | 11 | 275.0% | $1,355 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,848 | 0.00% | 13 | 13 | — | $1,848 | 新建仓 |
| VIRT | VIRTU FINL INC | $1,848 | 0.00% | 42 | 42 | — | $1,848 | 新建仓 |
| — | PLDT INC | $1,852 | 0.00% | 88 | 88 | — | $1,852 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,867 | 0.00% | 17 | 17 | — | $1,867 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1,869 | 0.00% | 14 | 4 | 40.0% | $534 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,869 | 0.00% | 71 | 71 | — | $1,869 | 新建仓 |
| ECHO | ECHOSTAR CORP | $1,872 | 0.00% | 16 | 16 | — | $1,872 | 新建仓 |
| MSOS | ADVISORSHARES TR | $1,874 | 0.00% | 528 | -3 | -0.6% | -$11 | 减仓 |
| DOCU | DOCUSIGN INC | $1,896 | 0.00% | 40 | 17 | 73.9% | $806 | 加仓 |
| RYN | RAYONIER INC | $1,897 | 0.00% | 92 | 92 | — | $1,897 | 新建仓 |
| ESTC | ELASTIC N V | $1,900 | 0.00% | 38 | 9 | 31.0% | $450 | 加仓 |
| IESC | IES HOLDINGS INC | $1,906 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $1,912 | 0.00% | 18 | 1 | 5.9% | $106 | 加仓 |
| DRS | LEONARDO DRS INC | $1,914 | 0.00% | 43 | 43 | — | $1,914 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,916 | 0.00% | 12 | 3 | 33.3% | $479 | 加仓 |
| NWSA | NEWS CORP NEW | $1,920 | 0.00% | 77 | 77 | — | $1,920 | 新建仓 |
| KHC | KRAFT HEINZ CO | $1,933 | 0.00% | 86 | 53 | 160.6% | $1,191 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $1,935 | 0.00% | 63 | 49 | 350.0% | $1,505 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,952 | 0.00% | 38 | 38 | — | $1,952 | 新建仓 |
| — | MASIMO CORP | $1,956 | 0.00% | 11 | 9 | 450.0% | $1,600 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,976 | 0.00% | 15 | 12 | 400.0% | $1,581 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,998 | 0.00% | 9 | 9 | — | $1,998 | 新建仓 |
| — | BITFARMS LTD | $2,008 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $2,013 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LINC | LINCOLN EDL SVCS CORP | $2,034 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $2,036 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $2,043 | 0.00% | 3 | 3 | — | $2,043 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,048 | 0.00% | 19 | 4 | 26.7% | $431 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $2,048 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RWK | INVESCO EXCH TRADED FD TR II | $2,052 | 0.00% | 16 | 16 | — | $2,052 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $2,058 | 0.00% | 12 | 4 | 50.0% | $686 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $2,069 | 0.00% | 45 | 31 | 221.4% | $1,425 | 加仓 |
| DWM | WISDOMTREE TR | $2,097 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,105 | 0.00% | 12 | 12 | — | $2,105 | 新建仓 |
| GNTX | GENTEX CORP | $2,119 | 0.00% | 97 | 97 | — | $2,119 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2,137 | 0.00% | 78 | 17 | 27.9% | $466 | 加仓 |
| ACHR | ARCHER AVIATION INC | $2,171 | 0.00% | 420 | 35 | 9.1% | $181 | 加仓 |
| BSY | BENTLEY SYS INC | $2,179 | 0.00% | 62 | 62 | — | $2,179 | 新建仓 |
| HXL | HEXCEL CORP NEW | $2,185 | 0.00% | 27 | 12 | 80.0% | $971 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,197 | 0.00% | 1 | 1 | — | $2,197 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $2,209 | 0.00% | 75 | 75 | — | $2,209 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $2,213 | 0.00% | 52 | 52 | — | $2,213 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,230 | 0.00% | 26 | -1 | -3.7% | -$86 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $2,245 | 0.00% | 11 | -13 | -54.2% | -$2,653 | 减仓 |
| ZS | ZSCALER INC | $2,245 | 0.00% | 16 | 15 | 1,500.0% | $2,105 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2,250 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK &DECKER INC | $2,284 | 0.00% | 32 | 3 | 10.3% | $214 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,286 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2,287 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $2,308 | 0.00% | 99 | 99 | — | $2,308 | 新建仓 |
| KBH | KB HOME | $2,320 | 0.00% | 45 | 9 | 25.0% | $464 | 加仓 |
| CG | CARLYLE GROUP INC | $2,323 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,332 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW | $2,341 | 0.00% | 28 | 0 | 0.0% | — | 不变 |