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 |
|---|---|---|---|---|---|---|---|---|
| ACHR | ARCHER AVIATION INC | $1,987 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO EXCH TRADED FD TR II | $1,995 | 0.00% | 184 | -816 | -81.6% | -$8,847 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,998 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $2,003 | 0.00% | 48 | -17 | -26.2% | -$709 | 减仓 |
| FLUT | FLUTTER ENTMT PLC | $2,017 | 0.00% | 20 | 8 | 66.7% | $807 | 加仓 |
| IFRA | ISHARES TR | $2,017 | 0.00% | 32 | 32 | — | $2,017 | 新建仓 |
| IYW | ISHARES TR | $2,018 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $2,021 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,022 | 0.00% | 12 | -3 | -20.0% | -$506 | 减仓 |
| TECK | TECK RESOURCES LTD | $2,022 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2,022 | 0.00% | 4 | 1 | 33.3% | $506 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $2,026 | 0.00% | 7 | 4 | 133.3% | $1,158 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $2,033 | 0.00% | 19 | -9 | -32.1% | -$963 | 减仓 |
| FOXA | FOX CORP | $2,034 | 0.00% | 39 | 9 | 30.0% | $469 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $2,040 | 0.00% | 193 | 193 | — | $2,040 | 新建仓 |
| AVT | AVNET INC | $2,043 | 0.00% | 23 | 2 | 9.5% | $178 | 加仓 |
| DTM | DT MIDSTREAM INC | $2,083 | 0.00% | 14 | -5 | -26.3% | -$744 | 减仓 |
| — | IONEER LTD | $2,087 | 0.00% | 482 | 482 | — | $2,087 | 新建仓 |
| HLIT | HARMONIC INC | $2,090 | 0.00% | 128 | -524 | -80.4% | -$8,556 | 减仓 |
| BF/B | BROWN FORMAN CORP | $2,100 | 0.00% | 79 | -25 | -24.0% | -$665 | 减仓 |
| FSK | FS KKR CAP CORP | $2,100 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NMRK | NEWMARK GROUP INC | $2,100 | 0.00% | 139 | 139 | — | $2,100 | 新建仓 |
| FNV | FRANCO NEV CORP | $2,101 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA CORP DEL | $2,101 | 0.00% | 24 | 14 | 140.0% | $1,226 | 加仓 |
| TXT | TEXTRON INC | $2,111 | 0.00% | 23 | 3 | 15.0% | $275 | 加仓 |
| DDS | DILLARDS INC | $2,114 | 0.00% | 4 | 2 | 100.0% | $1,057 | 加仓 |
| GGG | GRACO INC | $2,117 | 0.00% | 28 | 10 | 55.6% | $756 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2,118 | 0.00% | 4 | 1 | 33.3% | $530 | 加仓 |
| TSN | TYSON FOODS INC | $2,119 | 0.00% | 37 | -11 | -22.9% | -$630 | 减仓 |
| MAN | MANPOWERGROUP INC WIS | $2,128 | 0.00% | 63 | -12 | -16.0% | -$405 | 减仓 |
| RCAT | RED CAT HLDGS INC | $2,130 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC | $2,147 | 0.00% | 101 | 101 | — | $2,147 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $2,151 | 0.00% | 45 | 2 | 4.7% | $96 | 加仓 |
| ERIE | ERIE INDTY CO | $2,158 | 0.00% | 9 | 6 | 200.0% | $1,439 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,160 | 0.00% | 22 | -127 | -85.2% | -$1.25万 | 减仓 |
| SM | SM ENERGY COMPANY | $2,166 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $2,169 | 0.00% | 19 | -3 | -13.6% | -$342 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $2,172 | 0.00% | 19 | 6 | 46.2% | $686 | 加仓 |
| S | SENTINELONE INC | $2,172 | 0.00% | 128 | 18 | 16.4% | $305 | 加仓 |
| NVMI | NOVA LTD | $2,172 | 0.00% | 4 | 1 | 33.3% | $543 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $2,179 | 0.00% | 25 | -15 | -37.5% | -$1,307 | 减仓 |
| DWM | WISDOMTREE TR | $2,196 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $2,209 | 0.00% | 17 | -3 | -15.0% | -$390 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $2,216 | 0.00% | 93 | 7 | 8.1% | $167 | 加仓 |
| ESTC | ELASTIC N V | $2,224 | 0.00% | 39 | 1 | 2.6% | $57 | 加仓 |
| INVH | INVITATION HOMES INC | $2,236 | 0.00% | 74 | 49 | 196.0% | $1,481 | 加仓 |
| BALL | BALL CORP | $2,238 | 0.00% | 36 | 24 | 200.0% | $1,492 | 加仓 |
| GEN | GEN DIGITAL INC | $2,260 | 0.00% | 91 | 9 | 11.0% | $224 | 加仓 |
| ICL | ICL GROUP LTD | $2,266 | 0.00% | 455 | 455 | — | $2,266 | 新建仓 |
| ESLT | ELBIT SYS LTD | $2,276 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $2,288 | 0.00% | 30 | 1 | 3.4% | $76 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $2,300 | 0.00% | 22 | 9 | 69.2% | $941 | 加仓 |
| — | AMERICAN BITCOIN CORP. | $2,313 | 0.00% | 3,396 | 3,121 | 1,134.9% | $2,126 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2,315 | 0.00% | 57 | -9 | -13.6% | -$366 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $2,316 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $2,317 | 0.00% | 231 | -50 | -17.8% | -$502 | 减仓 |
| AEG | AEGON LTD | $2,329 | 0.00% | 276 | 122 | 79.2% | $1,029 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $2,339 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $2,351 | 0.00% | 83 | 77 | 1,283.3% | $2,181 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,352 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $2,353 | 0.00% | 110 | 40 | 57.1% | $856 | 加仓 |
| TE | T1 ENERGY INC | $2,370 | 0.00% | 250 | 250 | — | $2,370 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $2,397 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $2,416 | 0.00% | 36 | -14 | -28.0% | -$940 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,418 | 0.00% | 17 | -11 | -39.3% | -$1,565 | 减仓 |
| PKE | PARK AEROSPACE CORP | $2,423 | 0.00% | 63 | 63 | — | $2,423 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $2,426 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PGY | PAGAYA TECHNOLOGIES LTD | $2,427 | 0.00% | 133 | 133 | — | $2,427 | 新建仓 |
| COO | COOPER COS INC | $2,438 | 0.00% | 34 | 30 | 750.0% | $2,151 | 加仓 |
| RYN | RAYONIER INC | $2,447 | 0.00% | 115 | 23 | 25.0% | $489 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $2,451 | 0.00% | 83 | -55 | -39.9% | -$1,624 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,465 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $2,472 | 0.00% | 296 | 184 | 164.3% | $1,537 | 加仓 |
| LINC | LINCOLN EDL SVCS CORP | $2,495 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $2,501 | 0.00% | 42 | 25 | 147.1% | $1,489 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $2,530 | 0.00% | 86 | 1 | 1.2% | $29 | 加仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $2,530 | 0.00% | 67 | 63 | 1,575.0% | $2,379 | 加仓 |
| FHI | FEDERATED HERMES INC | $2,540 | 0.00% | 46 | -21 | -31.3% | -$1,160 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $2,542 | 0.00% | 146 | -10 | -6.4% | -$174 | 减仓 |
| DEO | DIAGEO PLC | $2,550 | 0.00% | 32 | 29 | 966.7% | $2,311 | 加仓 |
| IVLU | ISHARES TR | $2,551 | 0.00% | 61 | 18 | 41.9% | $753 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $2,560 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $2,561 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $2,562 | 0.00% | 24 | 11 | 84.6% | $1,174 | 加仓 |
| SLDP | SOLID POWER INC | $2,590 | 0.00% | 1,000 | 1,000 | — | $2,590 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $2,595 | 0.00% | 41 | 11 | 36.7% | $696 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $2,611 | 0.00% | 193 | 173 | 865.0% | $2,340 | 重新持有 |
| DX | DYNEX CAP INC | $2,622 | 0.00% | 200 | 200 | — | $2,622 | 新建仓 |
| ILMN | ILLUMINA INC | $2,636 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $2,657 | 0.00% | 108 | -26 | -19.4% | -$640 | 减仓 |
| CMS | CMS ENERGY CORP | $2,658 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $2,668 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $2,670 | 0.00% | 35 | -6 | -14.6% | -$458 | 减仓 |
| VTRS | VIATRIS INC | $2,679 | 0.00% | 169 | 51 | 43.2% | $808 | 加仓 |
| MSOS | ADVISORSHARES TR | $2,682 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| — | SERIES PORTFOLIOS TR | $2,690 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $2,692 | 0.00% | 54 | -5 | -8.5% | -$249 | 减仓 |
| XYL | XYLEM INC | $2,719 | 0.00% | 23 | -177 | -88.5% | -$2.09万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $2,719 | 0.00% | 70 | 70 | — | $2,719 | 新建仓 |
| INCY | INCYTE CORP | $2,721 | 0.00% | 24 | 14 | 140.0% | $1,587 | 加仓 |