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 |
|---|---|---|---|---|---|---|---|---|
| SMG | SCOTTS MIRACLE-GRO CO | $2,347 | 0.00% | 39 | 1 | 2.6% | $60 | 加仓 |
| UI | UBIQUITI INC | $2,370 | 0.00% | 3 | 2 | 200.0% | $1,580 | 加仓 |
| FTV | FORTIVE CORP | $2,377 | 0.00% | 43 | 43 | — | $2,377 | 新建仓 |
| TS | TENARIS S A | $2,385 | 0.00% | 41 | 12 | 41.4% | $698 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,396 | 0.00% | 18 | 15 | 500.0% | $1,997 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $2,400 | 0.00% | 25 | -27 | -51.9% | -$2,592 | 减仓 |
| KIM | KIMCO REALTY CORP | $2,403 | 0.00% | 107 | 107 | — | $2,403 | 新建仓 |
| NU | NU HLDGS LTD | $2,414 | 0.00% | 168 | 56 | 50.0% | $805 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,427 | 0.00% | 185 | -3 | -1.6% | -$39 | 减仓 |
| JLL | JONES LANG LASALLE INC | $2,435 | 0.00% | 8 | 2 | 33.3% | $609 | 加仓 |
| EFG | ISHARES TR | $2,450 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2,481 | 0.00% | 111 | 2 | 1.8% | $45 | 加仓 |
| FNV | FRANCO NEV CORP | $2,490 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,490 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $2,492 | 0.00% | 89 | 89 | — | $2,492 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,497 | 0.00% | 82 | 74 | 925.0% | $2,253 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,513 | 0.00% | 34 | 34 | — | $2,513 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,517 | 0.00% | 32 | 18 | 128.6% | $1,416 | 加仓 |
| ESLT | ELBIT SYS LTD | $2,547 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,564 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $2,568 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $2,578 | 0.00% | 105 | 105 | — | $2,578 | 新建仓 |
| SM | SM ENERGY COMPANY | $2,588 | 0.00% | 83 | 83 | — | $2,588 | 新建仓 |
| CLOZ | SERIES PORTFOLIOS TR | $2,591 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $2,601 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $2,618 | 0.00% | 200 | 50 | 33.3% | $654 | 加仓 |
| PEN | PENUMBRA INC | $2,627 | 0.00% | 8 | 8 | — | $2,627 | 新建仓 |
| NDSN | NORDSON CORP | $2,628 | 0.00% | 10 | 3 | 42.9% | $788 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $2,633 | 0.00% | 59 | 19 | 47.5% | $848 | 加仓 |
| BIDU | BAIDU INC | $2,674 | 0.00% | 24 | 24 | — | $2,674 | 新建仓 |
| WMG | WARNER MUSIC GROUP CORP | $2,682 | 0.00% | 105 | 61 | 138.6% | $1,558 | 加仓 |
| — | SERIES PORTFOLIOS TR | $2,685 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2,687 | 0.00% | 48 | 32 | 200.0% | $1,791 | 加仓 |
| CMS | CMS ENERGY CORP | $2,695 | 0.00% | 35 | 30 | 600.0% | $2,310 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $2,735 | 0.00% | 33 | 23 | 230.0% | $1,906 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,744 | 0.00% | 14 | 14 | — | $2,744 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $2,749 | 0.00% | 104 | 52 | 100.0% | $1,374 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $2,785 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2,790 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $2,790 | 0.00% | 50 | 50 | — | $2,790 | 新建仓 |
| — | AIR LEASE CORP | $2,793 | 0.00% | 43 | 7 | 19.4% | $455 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $2,810 | 0.00% | 510 | 510 | — | $2,810 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $2,821 | 0.00% | 28 | 28 | — | $2,821 | 新建仓 |
| CROX | CROCS INC | $2,822 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $2,829 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $2,869 | 0.00% | 12 | 5 | 71.4% | $1,195 | 加仓 |
| ANGO | ANGIODYNAMICS INC | $2,899 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $2,912 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2,916 | 0.00% | 634 | 372 | 142.0% | $1,711 | 加仓 |
| LOGI | LOGITECH INTL S A | $2,916 | 0.00% | 32 | 18 | 128.6% | $1,640 | 加仓 |
| DTD | WISDOMTREE TR | $2,936 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $2,943 | 0.00% | 41 | 41 | — | $2,943 | 新建仓 |
| LEN | LENNAR CORP | $2,952 | 0.00% | 34 | 34 | — | $2,952 | 新建仓 |
| PDD | PDD HOLDINGS INC | $2,963 | 0.00% | 29 | 29 | — | $2,963 | 新建仓 |
| QLYS | QUALYS INC | $2,987 | 0.00% | 34 | 31 | 1,033.3% | $2,723 | 加仓 |
| CCK | CROWN HLDGS INC | $2,989 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $3,009 | 0.00% | 48 | -4 | -7.7% | -$251 | 减仓 |
| LI | LI AUTO INC | $3,014 | 0.00% | 169 | 169 | — | $3,014 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $3,018 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $3,022 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC | $3,031 | 0.00% | 115 | 57 | 98.3% | $1,502 | 加仓 |
| INDA | ISHARES TR | $3,045 | 0.00% | 65 | 65 | — | $3,045 | 新建仓 |
| SMR | NUSCALE PWR CORP | $3,046 | 0.00% | 281 | -230 | -45.0% | -$2,493 | 减仓 |
| EG | EVEREST GROUP LTD | $3,052 | 0.00% | 9 | -7 | -43.8% | -$2,374 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $3,059 | 0.00% | 869 | 35 | 4.2% | $123 | 加仓 |
| EPS | WISDOMTREE TR | $3,065 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $3,074 | 0.00% | 48 | 10 | 26.3% | $640 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $3,098 | 0.00% | 77 | 77 | — | $3,098 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $3,105 | 0.00% | 247 | 12 | 5.1% | $151 | 加仓 |
| RDW | REDWIRE CORPORATION | $3,145 | 0.00% | 370 | 135 | 57.4% | $1,148 | 加仓 |
| IT | GARTNER INC | $3,174 | 0.00% | 20 | 19 | 1,900.0% | $3,015 | 加仓 |
| PHM | PULTE GROUP INC | $3,175 | 0.00% | 27 | 27 | — | $3,175 | 新建仓 |
| VALE | VALE S A | $3,182 | 0.00% | 200 | 200 | — | $3,182 | 新建仓 |
| SOLV | SOLVENTUM CORP | $3,187 | 0.00% | 49 | 6 | 14.0% | $390 | 加仓 |
| AEE | AMEREN CORP | $3,188 | 0.00% | 29 | 29 | — | $3,188 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,207 | 0.00% | 134 | 50 | 59.5% | $1,197 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,217 | 0.00% | 116 | 85 | 274.2% | $2,357 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $3,229 | 0.00% | 138 | 138 | — | $3,229 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,248 | 0.00% | 208 | 130 | 166.7% | $2,030 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,254 | 0.00% | 141 | 95 | 206.5% | $2,192 | 加仓 |
| FDS | FACTSET RESH SYS INC | $3,255 | 0.00% | 15 | 5 | 50.0% | $1,085 | 加仓 |
| MKC | MCCORMICK &CO INC | $3,259 | 0.00% | 65 | -10 | -13.3% | -$501 | 减仓 |
| CHWY | CHEWY INC | $3,267 | 0.00% | 121 | 91 | 303.3% | $2,457 | 加仓 |
| HTHT | H WORLD GROUP LTD | $3,269 | 0.00% | 65 | 17 | 35.4% | $855 | 加仓 |
| — | VOYA GLBL EQTY DIV &PREM OP | $3,280 | 0.00% | 575 | 14 | 2.5% | $80 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $3,295 | 0.00% | 62 | 1 | 1.6% | $53 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $3,308 | 0.00% | 37 | 31 | 516.7% | $2,772 | 加仓 |
| MBC | MASTERBRAND INC | $3,324 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $3,364 | 0.00% | 42 | 42 | — | $3,364 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $3,368 | 0.00% | 22 | -9 | -29.0% | -$1,378 | 减仓 |
| NTAP | NETAPP INC | $3,379 | 0.00% | 33 | -67 | -67.0% | -$6,860 | 减仓 |
| XPEV | XPENG INC | $3,422 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PUK | PRUDENTIAL PLC | $3,429 | 0.00% | 121 | 46 | 61.3% | $1,304 | 加仓 |
| CNC | CENTENE CORP DEL | $3,437 | 0.00% | 105 | 105 | — | $3,437 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $3,440 | 0.00% | 56 | 56 | — | $3,440 | 新建仓 |
| TRN | TRINITY INDS INC | $3,443 | 0.00% | 107 | 107 | — | $3,443 | 新建仓 |
| — | TIDAL TRUST II | $3,466 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $3,475 | 0.00% | 47 | 22 | 84.3% | $1,590 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $3,503 | 0.00% | 35 | 7 | 25.0% | $701 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $3,533 | 0.00% | 659 | 0 | 0.0% | — | 不变 |