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 |
|---|---|---|---|---|---|---|---|---|
| RLI | RLI CORP | $3,536 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $3,555 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WWD | WOODWARD INC | $3,579 | 0.00% | 10 | 2 | 25.0% | $716 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,587 | 0.00% | 60 | 60 | — | $3,587 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $3,607 | 0.00% | 89 | -61 | -40.7% | -$2,472 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3,695 | 0.00% | 41 | -25 | -37.9% | -$2,253 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,762 | 0.00% | 66 | 23 | 53.5% | $1,311 | 加仓 |
| LPL | LG DISPLAY CO LTD | $3,764 | 0.00% | 970 | 970 | — | $3,764 | 新建仓 |
| ALC | ALCON AG | $3,767 | 0.00% | 50 | 8 | 19.0% | $603 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $3,770 | 0.00% | 2 | 1 | 100.0% | $1,885 | 加仓 |
| — | PROSHARES TR | $3,798 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $3,799 | 0.00% | 67 | -6 | -8.2% | -$340 | 减仓 |
| IMAX | IMAX CORP | $3,801 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $3,816 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH &DWIGHT CO INC | $3,828 | 0.00% | 41 | 41 | — | $3,828 | 新建仓 |
| MKL | MARKEL GROUP INC | $3,828 | 0.00% | 2 | 2 | — | $3,828 | 新建仓 |
| PCAR | PACCAR INC | $3,831 | 0.00% | 33 | 31 | 1,550.0% | $3,599 | 加仓 |
| OPBK | OP BANCORP | $3,845 | 0.00% | 289 | 2 | 0.7% | $27 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,846 | 0.00% | 74 | -16 | -17.8% | -$832 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $3,864 | 0.00% | 13 | -3 | -18.8% | -$892 | 减仓 |
| ACWX | ISHARES TR | $3,900 | 0.00% | 57 | 25 | 78.1% | $1,711 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,905 | 0.00% | 40 | 15 | 60.0% | $1,464 | 加仓 |
| IEF | ISHARES TR | $3,913 | 0.00% | 41 | 41 | — | $3,913 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,917 | 0.00% | 36 | -21 | -36.8% | -$2,285 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $4,019 | 0.00% | 67 | 56 | 509.1% | $3,359 | 加仓 |
| HEI/A | HEICO CORP NEW | $4,051 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SRVR | PACER FDS TR | $4,059 | 0.00% | 130 | 130 | — | $4,059 | 新建仓 |
| STM | STMICROELECTRONICS N V | $4,145 | 0.00% | 120 | 84 | 233.3% | $2,902 | 加仓 |
| WHR | WHIRLPOOL CORP | $4,152 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE &SEC SOLUTIO | $4,161 | 0.00% | 59 | -95 | -61.7% | -$6,700 | 减仓 |
| SH | PROSHARES TR | $4,172 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $4,177 | 0.00% | 3,510 | 410 | 13.2% | $488 | 加仓 |
| CPRT | COPART INC | $4,182 | 0.00% | 126 | 81 | 180.0% | $2,688 | 加仓 |
| ARKW | ARK ETF TR | $4,221 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $4,223 | 0.00% | 225 | 225 | — | $4,223 | 新建仓 |
| — | PACER FDS TR | $4,225 | 0.00% | 115 | 115 | — | $4,225 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4,254 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4,254 | 0.00% | 74 | 9 | 13.8% | $517 | 加仓 |
| CALF | PACER FDS TR | $4,263 | 0.00% | 95 | 95 | — | $4,263 | 新建仓 |
| EEMV | ISHARES INC | $4,272 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD | $4,296 | 0.00% | 318 | 318 | — | $4,296 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4,300 | 0.00% | 70 | 50 | 250.0% | $3,071 | 加仓 |
| DB | DEUTSCHE BK AG | $4,315 | 0.00% | 145 | 53 | 57.6% | $1,577 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $4,325 | 0.00% | 73 | 18 | 32.7% | $1,066 | 加仓 |
| DJT | TRUMP MEDIA &TECHNOLOGY GRO | $4,392 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4,445 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,449 | 0.00% | 13 | 12 | 1,200.0% | $4,107 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $4,467 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $4,494 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $4,503 | 0.00% | 196 | 4 | 2.1% | $92 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $4,506 | 0.00% | 48 | 6 | 14.3% | $563 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $4,506 | 0.00% | 143 | 143 | — | $4,506 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $4,550 | 0.00% | 128 | 1 | 0.8% | $36 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $4,610 | 0.00% | 80 | 80 | — | $4,610 | 新建仓 |
| CNK | CINEMARK HLDGS INC | $4,666 | 0.00% | 164 | 1 | 0.6% | $28 | 加仓 |
| VTR | VENTAS INC | $4,681 | 0.00% | 57 | 39 | 216.7% | $3,203 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,691 | 0.00% | 24 | 22 | 1,100.0% | $4,300 | 加仓 |
| WULF | TERAWULF INC | $4,733 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $4,737 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $4,747 | 0.00% | 207 | -245 | -54.2% | -$5,618 | 减仓 |
| PCG | PG&E CORP | $4,753 | 0.00% | 270 | 169 | 167.3% | $2,975 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4,757 | 0.00% | 1,300 | 1,089 | 516.1% | $3,985 | 加仓 |
| NMR | NOMURA HLDGS INC | $4,774 | 0.00% | 605 | 367 | 154.2% | $2,896 | 加仓 |
| — | SPDR SERIES TRUST | $4,787 | 0.00% | 53 | -55 | -50.9% | -$4,968 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,803 | 0.00% | 35 | 29 | 483.3% | $3,980 | 加仓 |
| ROL | ROLLINS INC | $4,808 | 0.00% | 90 | 63 | 233.3% | $3,366 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $4,820 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4,832 | 0.00% | 241 | 149 | 162.0% | $2,987 | 加仓 |
| NTR | NUTRIEN LTD | $4,864 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $4,884 | 0.00% | 107 | 102 | 2,040.0% | $4,656 | 加仓 |
| AAXJ | ISHARES TR | $4,911 | 0.00% | 51 | 51 | — | $4,911 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,920 | 0.00% | 163 | -10 | -5.8% | -$302 | 减仓 |
| — | LEGGETT &PLATT INC | $4,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $4,955 | 0.00% | 98 | 87 | 790.9% | $4,399 | 加仓 |
| VOE | VANGUARD INDEX FDS | $4,976 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $4,979 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR INCOME TR | $4,990 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $5,009 | 0.00% | 70 | 70 | — | $5,009 | 新建仓 |
| JMBS | JANUS DETROIT STR TR | $5,015 | 0.00% | 111 | 111 | — | $5,015 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5,028 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $5,030 | 0.00% | 105 | 1 | 1.0% | $48 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $5,081 | 0.00% | 155 | 65 | 72.2% | $2,131 | 加仓 |
| PLUG | PLUG PWR INC | $5,082 | 0.00% | 2,249 | 465 | 26.1% | $1,051 | 加仓 |
| HAL | HALLIBURTON CO | $5,083 | 0.00% | 130 | 82 | 170.8% | $3,206 | 加仓 |
| NOK | NOKIA CORP | $5,086 | 0.00% | 633 | 107 | 20.3% | $860 | 加仓 |
| TPSC | TIMOTHY PLAN | $5,093 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $5,212 | 0.00% | 12 | 11 | 1,100.0% | $4,778 | 加仓 |
| CF | CF INDUSTRIES HOLD | $5,228 | 0.00% | 40 | 5 | 14.3% | $654 | 加仓 |
| EL | LAUDER ESTEE COS INC | $5,233 | 0.00% | 73 | 60 | 461.5% | $4,301 | 加仓 |
| PODD | INSULET CORP | $5,247 | 0.00% | 25 | 22 | 733.3% | $4,617 | 加仓 |
| DBJP | DBX ETF TR | $5,253 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $5,290 | 0.00% | 7 | 6 | 600.0% | $4,534 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $5,293 | 0.00% | 218 | 218 | — | $5,293 | 新建仓 |
| TDC | TERADATA CORP DEL | $5,357 | 0.00% | 209 | 5 | 2.5% | $128 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $5,365 | 0.00% | 67 | 20 | 42.6% | $1,601 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $5,383 | 0.00% | 110 | 110 | — | $5,383 | 新建仓 |
| AROC | ARCHROCK INC | $5,394 | 0.00% | 155 | 155 | — | $5,394 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,419 | 0.00% | 91 | 43 | 89.6% | $2,561 | 加仓 |
| AMCR | AMCOR PLC | $5,445 | 0.00% | 137 | 137 | — | $5,445 | 新建仓 |
| SKM | SK TELECOM CO LTD | $5,448 | 0.00% | 186 | 186 | — | $5,448 | 新建仓 |