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 |
|---|---|---|---|---|---|---|---|---|
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,325 | 0.00% | 12 | -5 | -29.4% | -$552 | 减仓 |
| KTB | KONTOOR BRANDS INC | $1,333 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1,334 | 0.00% | 12 | 3 | 33.3% | $334 | 加仓 |
| MKSI | MKS INC. | $1,334 | 0.00% | 3 | 3 | — | $1,334 | 新建仓 |
| BTAL | AGF INVTS TR | $1,338 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $1,343 | 0.00% | 5 | -3 | -37.5% | -$806 | 减仓 |
| — | HYPERFINE INC | $1,350 | 0.00% | 1,000 | 1,000 | — | $1,350 | 新建仓 |
| MLI | MUELLER INDS INC | $1,352 | 0.00% | 11 | 7 | 175.0% | $860 | 加仓 |
| ARMK | ARAMARK | $1,366 | 0.00% | 24 | 13 | 118.2% | $740 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1,377 | 0.00% | 12 | 2 | 20.0% | $230 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $1,386 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $1,386 | 0.00% | 64 | 64 | — | $1,386 | 新建仓 |
| BEKE | KE HLDGS INC | $1,395 | 0.00% | 96 | 49 | 104.3% | $712 | 加仓 |
| — | QORVO INC | $1,399 | 0.00% | 15 | 13 | 650.0% | $1,212 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,400 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $1,405 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $1,407 | 0.00% | 52 | -144 | -73.5% | -$3,896 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $1,408 | 0.00% | 52 | -53 | -50.5% | -$1,435 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,415 | 0.00% | 14 | 1 | 7.7% | $101 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $1,416 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $1,418 | 0.00% | 8 | 1 | 14.3% | $177 | 加仓 |
| DOCU | DOCUSIGN INC | $1,421 | 0.00% | 32 | -8 | -20.0% | -$355 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,433 | 0.00% | 30 | 25 | 500.0% | $1,194 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $1,435 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $1,437 | 0.00% | 20 | 20 | — | $1,437 | 新建仓 |
| CGNX | COGNEX CORP | $1,448 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $1,452 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $1,453 | 0.00% | 134 | 55 | 69.6% | $596 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1,462 | 0.00% | 5 | -8 | -61.5% | -$2,339 | 减仓 |
| GTLB | GITLAB INC | $1,465 | 0.00% | 48 | 27 | 128.6% | $824 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $1,474 | 0.00% | 37 | 20 | 117.6% | $797 | 加仓 |
| GPN | GLOBAL PMTS INC | $1,480 | 0.00% | 20 | -4 | -16.7% | -$296 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,486 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BHVN | BIOHAVEN LTD | $1,488 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $1,496 | 0.00% | 112 | -56 | -33.3% | -$748 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $1,498 | 0.00% | 125 | 87 | 228.9% | $1,043 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $1,504 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,510 | 0.00% | 59 | 28 | 90.3% | $717 | 加仓 |
| ECHO | ECHOSTAR CORP | $1,523 | 0.00% | 15 | -1 | -6.2% | -$102 | 减仓 |
| OVV | OVINTIV INC | $1,527 | 0.00% | 29 | 29 | — | $1,527 | 新建仓 |
| TXNM | TXNM ENERGY INC | $1,533 | 0.00% | 27 | 15 | 125.0% | $852 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,537 | 0.00% | 13 | -211 | -94.2% | -$2.49万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1,545 | 0.00% | 17 | 16 | 1,600.0% | $1,454 | 加仓 |
| WSC | WILLSCOT HLDGS CORP | $1,558 | 0.00% | 54 | -6 | -10.0% | -$173 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $1,580 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IVR | INVESCO MORTGAGE CAPITAL INC | $1,580 | 0.00% | 200 | 200 | — | $1,580 | 新建仓 |
| — | TPG MTG INVTS TR INC | $1,584 | 0.00% | 200 | 200 | — | $1,584 | 新建仓 |
| IEX | IDEX CORP | $1,589 | 0.00% | 7 | 4 | 133.3% | $908 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1,601 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC | $1,602 | 0.00% | 50 | 50 | — | $1,602 | 新建仓 |
| — | ALARUM TECHNOLOGIES LTD | $1,608 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $1,614 | 0.00% | 87 | 37 | 74.0% | $686 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1,625 | 0.00% | 3 | 2 | 200.0% | $1,083 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $1,633 | 0.00% | 18 | 18 | — | $1,633 | 新建仓 |
| HRL | HORMEL FOODS CORP | $1,638 | 0.00% | 66 | 59 | 842.9% | $1,464 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,644 | 0.00% | 23 | 7 | 43.8% | $500 | 加仓 |
| ALV | AUTOLIV INC | $1,663 | 0.00% | 14 | 2 | 16.7% | $238 | 加仓 |
| RPM | RPM INTL INC | $1,664 | 0.00% | 15 | 3 | 25.0% | $333 | 加仓 |
| OGN | ORGANON & CO | $1,665 | 0.00% | 123 | 48 | 64.0% | $650 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $1,667 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,670 | 0.00% | 50 | -10 | -16.7% | -$334 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $1,671 | 0.00% | 30 | 21 | 233.3% | $1,170 | 加仓 |
| RRC | RANGE RES CORP | $1,674 | 0.00% | 45 | 27 | 150.0% | $1,004 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1,675 | 0.00% | 43 | 43 | — | $1,675 | 新建仓 |
| USMF | WISDOMTREE TR | $1,682 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC | $1,695 | 0.00% | 4 | 4 | — | $1,695 | 新建仓 |
| CYTK | CYTOKINETICS INC | $1,704 | 0.00% | 20 | 9 | 81.8% | $767 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $1,710 | 0.00% | 100 | 100 | — | $1,710 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $1,721 | 0.00% | 469 | -400 | -46.0% | -$1,468 | 减仓 |
| KRC | KILROY REALTY CORP | $1,724 | 0.00% | 46 | 30 | 187.5% | $1,124 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,725 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,730 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $1,733 | 0.00% | 3 | 1 | 50.0% | $578 | 加仓 |
| AMCR | AMCOR PLC | $1,734 | 0.00% | 40 | -97 | -70.8% | -$4,205 | 减仓 |
| EXEL | EXELIXIS INC | $1,741 | 0.00% | 32 | 28 | 700.0% | $1,523 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $1,744 | 0.00% | 13 | 4 | 44.4% | $537 | 加仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $1,745 | 0.00% | 100 | 100 | — | $1,745 | 新建仓 |
| AVTR | AVANTOR INC | $1,752 | 0.00% | 177 | 117 | 195.0% | $1,158 | 加仓 |
| NWSA | NEWS CORP NEW | $1,763 | 0.00% | 71 | -6 | -7.8% | -$149 | 减仓 |
| JOBY | JOBY AVIATION INC | $1,766 | 0.00% | 198 | -980 | -83.2% | -$8,741 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $1,767 | 0.00% | 65 | -13 | -16.7% | -$353 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,768 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $1,780 | 0.00% | 8 | 7 | 700.0% | $1,558 | 加仓 |
| QLYS | QUALYS INC | $1,787 | 0.00% | 13 | -21 | -61.8% | -$2,887 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $1,788 | 0.00% | 200 | 200 | — | $1,788 | 新建仓 |
| QGEN | QIAGEN NV | $1,799 | 0.00% | 46 | 26 | 130.0% | $1,017 | 加仓 |
| — | PIMCO HIGH INCOME FD | $1,815 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $1,832 | 0.00% | 317 | 162 | 104.5% | $936 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $1,840 | 0.00% | 8 | 4 | 100.0% | $920 | 加仓 |
| RBA | RB GLOBAL INC | $1,863 | 0.00% | 16 | 16 | — | $1,863 | 新建仓 |
| TDW | TIDEWATER INC NEW | $1,867 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $1,890 | 0.00% | 6 | 1 | 20.0% | $315 | 加仓 |
| STE | STERIS PLC | $1,895 | 0.00% | 9 | 2 | 28.6% | $421 | 加仓 |
| TECH | BIO-TECHNE CORP | $1,908 | 0.00% | 27 | 18 | 200.0% | $1,272 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1,948 | 0.00% | 22 | -95 | -81.2% | -$8,412 | 减仓 |
| SF | STIFEL FINL CORP | $1,954 | 0.00% | 28 | -19 | -40.4% | -$1,326 | 减仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,968 | 0.00% | 11 | 4 | 57.1% | $716 | 加仓 |
| QUAD | QUAD / GRAPHICS INC | $1,969 | 0.00% | 234 | 4 | 1.7% | $34 | 加仓 |
| BL | BLACKLINE INC | $1,973 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $1,980 | 0.00% | 31 | 0 | 0.0% | — | 不变 |