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 |
|---|---|---|---|---|---|---|---|---|
| COKE | COCA COLA CONS INC | $9,779 | 0.00% | 51 | 1 | 2.0% | $192 | 加仓 |
| BNTX | BIONTECH SE | $9,777 | 0.00% | 110 | 2 | 1.9% | $178 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $9,773 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| CPT | CAMDEN PPTY TR | $9,766 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $9,730 | 0.00% | 1,178 | 1,025 | 669.9% | $8,466 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $9,708 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $9,693 | 0.00% | 40 | -2 | -4.8% | -$485 | 减仓 |
| RMBS | RAMBUS INC DEL | $9,635 | 0.00% | 112 | 8 | 7.7% | $688 | 加仓 |
| PPH | VANECK ETF TRUST | $9,557 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $9,450 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $9,397 | 0.00% | 202 | 202 | — | $9,397 | 新建仓 |
| ARKK | ARK ETF TR | $9,395 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $9,380 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $9,374 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $9,361 | 0.00% | 67 | 61 | 1,016.7% | $8,523 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $9,346 | 0.00% | 851 | 8 | 0.9% | $88 | 加仓 |
| DGS | WISDOMTREE TR | $9,315 | 0.00% | 155 | 48 | 44.9% | $2,885 | 加仓 |
| OIH | VANECK ETF TRUST | $9,297 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $9,284 | 0.00% | 47 | 42 | 840.0% | $8,296 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $9,278 | 0.00% | 134 | 58 | 76.3% | $4,016 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $9,256 | 0.00% | 40 | 5 | 14.3% | $1,157 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $9,249 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $9,241 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $9,211 | 0.00% | 479 | 7 | 1.5% | $135 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $9,174 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $9,166 | 0.00% | 230 | -70 | -23.3% | -$2,790 | 减仓 |
| HEI | HEICO CORP NEW | $9,138 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $9,126 | 0.00% | 53 | 12 | 29.3% | $2,066 | 加仓 |
| JBL | JABIL INC | $9,065 | 0.00% | 34 | 10 | 41.7% | $2,666 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $9,019 | 0.00% | 124 | 37 | 42.5% | $2,691 | 加仓 |
| WINA | WINMARK CORP | $8,979 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FVAL | FIDELITY COVINGTON TRUST | $8,969 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| E | ENI SPA | $8,944 | 0.00% | 158 | 72 | 83.7% | $4,076 | 加仓 |
| CSRE | COHEN &STEERS ETF TRUST | $8,856 | 0.00% | 337 | 337 | — | $8,856 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $8,826 | 0.00% | 102 | 102 | — | $8,826 | 新建仓 |
| DGRW | WISDOMTREE TR | $8,784 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $8,730 | 0.00% | 326 | 326 | — | $8,730 | 新建仓 |
| RSI | RUSH STREET INTERACTIVE INC | $8,700 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $8,669 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $8,668 | 0.00% | 100 | 100 | — | $8,668 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $8,647 | 0.00% | 60 | 41 | 215.8% | $5,909 | 加仓 |
| ING | ING GROEP N.V. | $8,622 | 0.00% | 331 | 101 | 43.9% | $2,631 | 加仓 |
| NUVB | NUVATION BIO INC | $8,580 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| STRA | STRATEGIC ED INC | $8,544 | 0.00% | 103 | 103 | — | $8,544 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $8,530 | 0.00% | 252 | -605 | -70.6% | -$2.05万 | 减仓 |
| AX | AXOS FINANCIAL INC | $8,509 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $8,458 | 0.00% | 127 | 127 | — | $8,458 | 新建仓 |
| AJG | GALLAGHER ARTHUR J &CO | $8,457 | 0.00% | 39 | 24 | 160.0% | $5,204 | 加仓 |
| KB | KB FINL GROUP INC | $8,377 | 0.00% | 84 | 54 | 180.0% | $5,385 | 加仓 |
| IX | ORIX CORP | $8,356 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $8,341 | 0.00% | 1,082 | 41 | 3.9% | $316 | 加仓 |
| PAYX | PAYCHEX INC | $8,313 | 0.00% | 90 | 31 | 52.5% | $2,863 | 加仓 |
| PINS | PINTEREST INC | $8,235 | 0.00% | 449 | 73 | 19.4% | $1,339 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $8,213 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $8,187 | 0.00% | 120 | 13 | 12.1% | $887 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $8,138 | 0.00% | 763 | 0 | 0.0% | — | 不变 |
| PDP | INVESCO EXCHANGE TRADED FD T | $8,090 | 0.00% | 67 | 67 | — | $8,090 | 新建仓 |
| CBRE | CBRE GROUP INC | $8,003 | 0.00% | 59 | 31 | 110.7% | $4,205 | 加仓 |
| CLFD | CLEARFIELD INC | $7,941 | 0.00% | 300 | 300 | — | $7,941 | 新建仓 |
| RELX | RELX PLC | $7,888 | 0.00% | 238 | 63 | 36.0% | $2,088 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $7,873 | 0.00% | 64 | 4 | 6.7% | $492 | 加仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $7,860 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $7,750 | 0.00% | 140 | 140 | — | $7,750 | 新建仓 |
| TPC | TUTOR PERINI CORP | $7,719 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BRO | BROWN &BROWN INC | $7,694 | 0.00% | 118 | 16 | 15.7% | $1,043 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $7,665 | 0.00% | 125 | 125 | — | $7,665 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,595 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | ACRES COMMERCIAL REALTY CORP | $7,593 | 0.00% | 393 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $7,562 | 0.00% | 1,254 | 509 | 68.3% | $3,069 | 加仓 |
| FICO | FAIR ISAAC CORP | $7,550 | 0.00% | 7 | 6 | 600.0% | $6,471 | 加仓 |
| KKR | KKR &CO INC | $7,546 | 0.00% | 81 | 32 | 65.3% | $2,981 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,536 | 0.00% | 82 | -21 | -20.4% | -$1,930 | 减仓 |
| — | MFS INTER INCOME TR | $7,530 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $7,515 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $7,500 | 0.00% | 50 | 20 | 66.7% | $3,000 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $7,472 | 0.00% | 1,668 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $7,423 | 0.00% | 133 | 33 | 33.0% | $1,842 | 加仓 |
| EME | EMCOR GROUP INC | $7,383 | 0.00% | 10 | 8 | 400.0% | $5,906 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $7,280 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $7,276 | 0.00% | 29 | 19 | 190.0% | $4,767 | 加仓 |
| TDVG | T ROWE PRICE ETF INC | $7,268 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $7,190 | 0.00% | 72 | 72 | — | $7,190 | 新建仓 |
| RMD | RESMED INC | $7,184 | 0.00% | 32 | 28 | 700.0% | $6,286 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $7,154 | 0.00% | 154 | 154 | — | $7,154 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $7,123 | 0.00% | 143 | 143 | — | $7,123 | 新建仓 |
| ARGX | ARGENX SE | $7,068 | 0.00% | 9 | 1 | 12.5% | $785 | 加仓 |
| APTV | APTIV PLC | $7,014 | 0.00% | 101 | -19 | -15.8% | -$1,319 | 减仓 |
| TY | TRI CONTL CORP | $6,981 | 0.00% | 221 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDYS LABS LTD | $6,980 | 0.00% | 504 | 504 | — | $6,980 | 新建仓 |
| NDAQ | NASDAQ INC | $6,962 | 0.00% | 82 | 82 | — | $6,962 | 新建仓 |
| IYJ | ISHARES TR | $6,934 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $6,912 | 0.00% | 19 | 2 | 11.8% | $728 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $6,850 | 0.00% | 144 | -1 | -0.7% | -$48 | 减仓 |
| PHIN | PHINIA INC | $6,844 | 0.00% | 100 | 80 | 400.0% | $5,475 | 加仓 |
| IVZ | INVESCO LTD | $6,825 | 0.00% | 281 | 71 | 33.8% | $1,724 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,822 | 0.00% | 24 | 7 | 41.2% | $1,990 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $6,818 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $6,696 | 0.00% | 139 | 10 | 7.8% | $482 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $6,671 | 0.00% | 5 | 4 | 400.0% | $5,337 | 加仓 |
| IBDR | ISHARES TR | $6,666 | 0.00% | 275 | 0 | 0.0% | — | 不变 |