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 |
|---|---|---|---|---|---|---|---|---|
| — | SWARMER INC | $1.25万 | 0.00% | 281 | 281 | — | $1.25万 | 新建仓 |
| YUM | YUM BRANDS INC | $1.24万 | 0.00% | 78 | -30 | -27.8% | -$4,774 | 减仓 |
| HAS | HASBRO INC | $1.22万 | 0.00% | 148 | -12 | -7.5% | -$989 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.22万 | 0.00% | 760 | -3 | -0.4% | -$48 | 减仓 |
| HTO | H2O AMERICA | $1.22万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.21万 | 0.00% | 134 | 53 | 65.4% | $4,791 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.21万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $1.20万 | 0.00% | 1,101 | 1,055 | 2,293.5% | $1.15万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $1.20万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| CLFD | CLEARFIELD INC | $1.19万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $1.19万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $1.19万 | 0.00% | 135 | 3 | 2.3% | $264 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $1.19万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.18万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1.18万 | 0.00% | 580 | 8 | 1.4% | $162 | 加仓 |
| GQRE | FLEXSHARES TR | $1.18万 | 0.00% | 184 | 2 | 1.1% | $128 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $1.18万 | 0.00% | 3,052 | 0 | 0.0% | — | 不变 |
| SW | SMURFIT WESTROCK PLC | $1.18万 | 0.00% | 254 | 24 | 10.4% | $1,110 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.17万 | 0.00% | 99 | -58 | -36.9% | -$6,881 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1.17万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $1.17万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $1.16万 | 0.00% | 14 | 4 | 40.0% | $3,319 | 加仓 |
| PNR | PENTAIR PLC | $1.16万 | 0.00% | 151 | -39 | -20.5% | -$2,992 | 减仓 |
| SUSA | ISHARES TR | $1.15万 | 0.00% | 75 | 1 | 1.4% | $153 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $1.15万 | 0.00% | 52 | 52 | — | $1.15万 | 新建仓 |
| OUSA | ALPS ETF TR | $1.15万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.15万 | 0.00% | 266 | 5 | 1.9% | $216 | 加仓 |
| COHR | COHERENT CORP | $1.14万 | 0.00% | 29 | 5 | 20.8% | $1,972 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $1.14万 | 0.00% | 349 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $1.14万 | 0.00% | 113 | 11 | 10.8% | $1,110 | 加仓 |
| TY | TRI CONTL CORP | $1.14万 | 0.00% | 331 | 110 | 49.8% | $3,786 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.14万 | 0.00% | 859 | 17 | 2.0% | $225 | 加仓 |
| NUVB | NUVATION BIO INC | $1.14万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1.13万 | 0.00% | 140 | 62 | 79.5% | $5,025 | 加仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $1.12万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $1.12万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $1.12万 | 0.00% | 147 | 10 | 7.3% | $764 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $1.12万 | 0.00% | 255 | 28 | 12.3% | $1,232 | 加仓 |
| ONON | ON HLDG AG | $1.12万 | 0.00% | 316 | -5,249 | -94.3% | -$18.59万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1.12万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1.12万 | 0.00% | 129 | -10 | -7.2% | -$866 | 减仓 |
| CNC | CENTENE CORP DEL | $1.12万 | 0.00% | 174 | 69 | 65.7% | $4,429 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $1.12万 | 0.00% | 33 | -4 | -10.8% | -$1,354 | 减仓 |
| RGLD | ROYAL GOLD INC | $1.11万 | 0.00% | 56 | 17 | 43.6% | $3,368 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $1.11万 | 0.00% | 220 | 220 | — | $1.11万 | 新建仓 |
| SKM | SK TELECOM CO LTD | $1.11万 | 0.00% | 344 | 158 | 84.9% | $5,081 | 加仓 |
| KR | KROGER CO | $1.10万 | 0.00% | 198 | 5 | 2.6% | $278 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $1.09万 | 0.00% | 133 | -1 | -0.7% | -$82 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $1.09万 | 0.00% | 129 | -2,353 | -94.8% | -$19.90万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1.09万 | 0.00% | 51 | -89 | -63.6% | -$1.90万 | 减仓 |
| ONDS | ONDAS INC | $1.09万 | 0.00% | 1,318 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.08万 | 0.00% | 28 | 22 | 366.7% | $8,508 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $1.08万 | 0.00% | 209 | 99 | 90.0% | $5,095 | 加仓 |
| CRVL | CORVEL CORP | $1.07万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $1.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.07万 | 0.00% | 406 | 406 | — | $1.07万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $1.07万 | 0.00% | 94 | 57 | 154.1% | $6,465 | 加仓 |
| IX | ORIX CORP | $1.06万 | 0.00% | 279 | 1 | 0.4% | $38 | 加仓 |
| ENFR | ALPS ETF TR | $1.06万 | 0.00% | 278 | 278 | — | $1.06万 | 新建仓 |
| KB | KB FINL GROUP INC | $1.06万 | 0.00% | 101 | 17 | 20.2% | $1,784 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $1.06万 | 0.00% | 300 | 300 | — | $1.06万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $1.05万 | 0.00% | 186 | 186 | — | $1.05万 | 新建仓 |
| — | VOLATILITY SHS TR | $1.05万 | 0.00% | 1,021 | 2 | 0.2% | $21 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $1.05万 | 0.00% | 255 | 133 | 109.0% | $5,488 | 加仓 |
| OCS | OCULIS HOLDING AG | $1.05万 | 0.00% | 756 | 756 | — | $1.05万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $1.05万 | 0.00% | 285 | 285 | — | $1.05万 | 新建仓 |
| SONY | SONY GROUP CORP | $1.04万 | 0.00% | 517 | 7 | 1.4% | $140 | 加仓 |
| ABEO | ABEONA THERAPEUTICS INC | $1.03万 | 0.00% | 1,668 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $1.03万 | 0.00% | 76 | -76 | -50.0% | -$1.03万 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $1.03万 | 0.00% | 1,000 | 1,000 | — | $1.03万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $1.03万 | 0.00% | 113 | -7 | -5.8% | -$636 | 减仓 |
| BNTX | BIONTECH SE | $1.02万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $1.02万 | 0.00% | 90 | -5 | -5.3% | -$568 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $1.02万 | 0.00% | 126 | -141 | -52.8% | -$1.14万 | 减仓 |
| IHI | ISHARES TR | $1.02万 | 0.00% | 206 | -121 | -37.0% | -$5,983 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1.02万 | 0.00% | 95 | 87 | 1,087.5% | $9,320 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $1.02万 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1.01万 | 0.00% | 497 | 8 | 1.6% | $163 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1.01万 | 0.00% | 117 | 8 | 7.3% | $689 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1.01万 | 0.00% | 129 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $1.01万 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1.01万 | 0.00% | 56 | 49 | 700.0% | $8,797 | 加仓 |
| KHC | KRAFT HEINZ CO | $1.00万 | 0.00% | 425 | 339 | 394.2% | $8,008 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $9,976 | 0.00% | 860 | 9 | 1.1% | $104 | 加仓 |
| KKR | KKR & CO INC | $9,967 | 0.00% | 109 | 28 | 34.6% | $2,560 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $9,963 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $9,934 | 0.00% | 71 | 7 | 10.9% | $979 | 加仓 |
| COKE | COCA COLA CONS INC | $9,928 | 0.00% | 52 | 1 | 2.0% | $191 | 加仓 |
| IHE | ISHARES TR | $9,901 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $9,814 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $9,800 | 0.00% | 466 | 17 | 3.8% | $358 | 加仓 |
| MKL | MARKEL GROUP INC | $9,765 | 0.00% | 5 | 3 | 150.0% | $5,859 | 加仓 |
| AX | AXOS FINANCIAL INC | $9,739 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WF | WOORI FINL GROUP INC | $9,586 | 0.00% | 167 | 40 | 31.5% | $2,296 | 加仓 |
| WDAY | WORKDAY INC | $9,549 | 0.00% | 78 | 34 | 77.3% | $4,162 | 加仓 |
| AMRZ | AMRIZE LTD | $9,486 | 0.00% | 178 | 78 | 78.0% | $4,157 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $9,454 | 0.00% | 1,080 | 1,056 | 4,400.0% | $9,244 | 加仓 |
| — | ETF SER SOLUTIONS | $9,412 | 0.00% | 324 | 324 | — | $9,412 | 新建仓 |
| MQQQ | INVESTMENT MANAGERS SER TR I | $9,332 | 0.00% | 38 | -12 | -24.0% | -$2,947 | 减仓 |
| E | ENI SPA | $9,325 | 0.00% | 199 | 41 | 25.9% | $1,921 | 加仓 |