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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $6,649 | 0.00% | 53 | -10 | -15.9% | -$1,255 | 减仓 |
| BCPC | BALCHEM CORP | $6,610 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $6,580 | 0.00% | 72 | 15 | 26.3% | $1,371 | 加仓 |
| — | COTERRA ENERGY INC | $6,571 | 0.00% | 187 | 6 | 3.3% | $211 | 加仓 |
| PKX | POSCO HOLDINGS INC | $6,551 | 0.00% | 112 | 112 | — | $6,551 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $6,537 | 0.00% | 453 | 50 | 12.4% | $722 | 加仓 |
| CNA | CNA FINL CORP | $6,521 | 0.00% | 142 | 17 | 13.6% | $781 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $6,479 | 0.00% | 81 | 78 | 2,600.0% | $6,239 | 加仓 |
| IGF | ISHARES TR | $6,469 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| SPIB | SPDR SERIES TRUST | $6,440 | 0.00% | 192 | 192 | — | $6,440 | 新建仓 |
| OMC | OMNICOM GROUP INC | $6,401 | 0.00% | 85 | 29 | 51.8% | $2,184 | 加仓 |
| OC | OWENS CORNING NEW | $6,385 | 0.00% | 59 | 5 | 9.3% | $541 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $6,374 | 0.00% | 294 | 294 | — | $6,374 | 新建仓 |
| MRNA | MODERNA INC | $6,309 | 0.00% | 124 | -40 | -24.4% | -$2,035 | 减仓 |
| LYFT | LYFT INC | $6,306 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $6,304 | 0.00% | 60 | 18 | 42.9% | $1,891 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $6,296 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $6,290 | 0.00% | 78 | -9 | -10.3% | -$726 | 减仓 |
| HUBB | HUBBELL INC | $6,256 | 0.00% | 13 | 8 | 160.0% | $3,850 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $6,218 | 0.00% | 193 | 193 | — | $6,218 | 新建仓 |
| BROS | DUTCH BROS INC | $6,130 | 0.00% | 121 | 71 | 142.0% | $3,597 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $6,121 | 0.00% | 122 | 35 | 40.2% | $1,756 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $6,088 | 0.00% | 105 | 82 | 356.5% | $4,754 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $6,081 | 0.00% | 164 | -32 | -16.3% | -$1,187 | 减仓 |
| IQV | IQVIA HLDGS INC | $6,043 | 0.00% | 35 | 24 | 218.2% | $4,144 | 加仓 |
| VLTO | VERALTO CORP | $6,012 | 0.00% | 68 | 17 | 33.3% | $1,503 | 加仓 |
| IWY | ISHARES TR | $5,972 | 0.00% | 24 | 24 | — | $5,972 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $5,949 | 0.00% | 28 | 13 | 86.7% | $2,762 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $5,934 | 0.00% | 300 | -130 | -30.2% | -$2,571 | 减仓 |
| BWA | BORGWARNER INC | $5,933 | 0.00% | 109 | 9 | 9.0% | $490 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $5,881 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $5,868 | 0.00% | 29 | 3 | 11.5% | $607 | 加仓 |
| HLIT | HARMONIC INC | $5,855 | 0.00% | 652 | 652 | — | $5,855 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $5,854 | 0.00% | 417 | -50 | -10.7% | -$702 | 减仓 |
| ULTA | ULTA BEAUTY INC | $5,845 | 0.00% | 11 | 2 | 22.2% | $1,063 | 加仓 |
| DT | DYNATRACE INC | $5,807 | 0.00% | 157 | 157 | — | $5,807 | 新建仓 |
| WDAY | WORKDAY INC | $5,773 | 0.00% | 44 | 17 | 63.0% | $2,230 | 加仓 |
| AES | AES CORP | $5,665 | 0.00% | 402 | 169 | 72.5% | $2,382 | 加仓 |
| COHR | COHERENT CORP | $5,657 | 0.00% | 24 | 14 | 140.0% | $3,300 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $5,627 | 0.00% | 196 | 100 | 104.2% | $2,871 | 加仓 |
| AMRZ | AMRIZE LTD | $5,602 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $5,542 | 0.00% | 114 | 54 | 90.0% | $2,625 | 加仓 |
| WIT | WIPRO LTD | $5,508 | 0.00% | 2,598 | 2,598 | — | $5,508 | 新建仓 |
| MDB | MONGODB INC | $5,506 | 0.00% | 22 | 7 | 46.7% | $1,752 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $5,485 | 0.00% | 117 | 117 | — | $5,485 | 新建仓 |
| CRNC | CERENCE INC | $5,470 | 0.00% | 867 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $5,448 | 0.00% | 186 | 186 | — | $5,448 | 新建仓 |
| AMCR | AMCOR PLC | $5,445 | 0.00% | 137 | 137 | — | $5,445 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $5,419 | 0.00% | 91 | 43 | 89.6% | $2,561 | 加仓 |
| AROC | ARCHROCK INC | $5,394 | 0.00% | 155 | 155 | — | $5,394 | 新建仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $5,383 | 0.00% | 110 | 110 | — | $5,383 | 新建仓 |
| FDMO | FIDELITY COVINGTON TRUST | $5,365 | 0.00% | 67 | 20 | 42.6% | $1,601 | 加仓 |
| TDC | TERADATA CORP DEL | $5,357 | 0.00% | 209 | 5 | 2.5% | $128 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $5,293 | 0.00% | 218 | 218 | — | $5,293 | 新建仓 |
| URI | UNITED RENTALS INC | $5,290 | 0.00% | 7 | 6 | 600.0% | $4,534 | 加仓 |
| DBJP | DBX ETF TR | $5,253 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $5,247 | 0.00% | 25 | 22 | 733.3% | $4,617 | 加仓 |
| EL | LAUDER ESTEE COS INC | $5,233 | 0.00% | 73 | 60 | 461.5% | $4,301 | 加仓 |
| CF | CF INDUSTRIES HOLD | $5,228 | 0.00% | 40 | 5 | 14.3% | $654 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,212 | 0.00% | 12 | 11 | 1,100.0% | $4,778 | 加仓 |
| TPSC | TIMOTHY PLAN | $5,093 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $5,086 | 0.00% | 633 | 107 | 20.3% | $860 | 加仓 |
| HAL | HALLIBURTON CO | $5,083 | 0.00% | 130 | 82 | 170.8% | $3,206 | 加仓 |
| PLUG | PLUG PWR INC | $5,082 | 0.00% | 2,249 | 465 | 26.1% | $1,051 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $5,081 | 0.00% | 155 | 65 | 72.2% | $2,131 | 加仓 |
| OGE | OGE ENERGY CORP | $5,030 | 0.00% | 105 | 1 | 1.0% | $48 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5,028 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $5,015 | 0.00% | 111 | 111 | — | $5,015 | 新建仓 |
| DSGX | DESCARTES SYS GROUP INC | $5,009 | 0.00% | 70 | 70 | — | $5,009 | 新建仓 |
| — | EATON VANCE SR INCOME TR | $4,990 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $4,979 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4,976 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $4,955 | 0.00% | 98 | 87 | 790.9% | $4,399 | 加仓 |
| — | LEGGETT &PLATT INC | $4,940 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $4,920 | 0.00% | 163 | -10 | -5.8% | -$302 | 减仓 |
| AAXJ | ISHARES TR | $4,911 | 0.00% | 51 | 51 | — | $4,911 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $4,884 | 0.00% | 107 | 102 | 2,040.0% | $4,656 | 加仓 |
| NTR | NUTRIEN LTD | $4,864 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $4,832 | 0.00% | 241 | 149 | 162.0% | $2,987 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $4,820 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4,808 | 0.00% | 90 | 63 | 233.3% | $3,366 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4,803 | 0.00% | 35 | 29 | 483.3% | $3,980 | 加仓 |
| — | SPDR SERIES TRUST | $4,787 | 0.00% | 53 | -55 | -50.9% | -$4,968 | 减仓 |
| NMR | NOMURA HLDGS INC | $4,774 | 0.00% | 605 | 367 | 154.2% | $2,896 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4,757 | 0.00% | 1,300 | 1,089 | 516.1% | $3,985 | 加仓 |
| PCG | PG&E CORP | $4,753 | 0.00% | 270 | 169 | 167.3% | $2,975 | 加仓 |
| GOVT | ISHARES TR | $4,747 | 0.00% | 207 | -245 | -54.2% | -$5,618 | 减仓 |
| AOM | ISHARES TR | $4,737 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $4,733 | 0.00% | 328 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $4,691 | 0.00% | 24 | 22 | 1,100.0% | $4,300 | 加仓 |
| VTR | VENTAS INC | $4,681 | 0.00% | 57 | 39 | 216.7% | $3,203 | 加仓 |
| CNK | CINEMARK HLDGS INC | $4,666 | 0.00% | 164 | 1 | 0.6% | $28 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $4,610 | 0.00% | 80 | 80 | — | $4,610 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $4,550 | 0.00% | 128 | 1 | 0.8% | $36 | 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 |
| — | AMPLIFY ETF TR | $4,503 | 0.00% | 196 | 4 | 2.1% | $92 | 加仓 |
| CC | CHEMOURS CO | $4,494 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $4,467 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $4,449 | 0.00% | 13 | 12 | 1,200.0% | $4,107 | 加仓 |