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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL X FDS | $4,445 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA &TECHNOLOGY GRO | $4,392 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $4,325 | 0.00% | 73 | 18 | 32.7% | $1,066 | 加仓 |
| DB | DEUTSCHE BK AG | $4,315 | 0.00% | 145 | 53 | 57.6% | $1,577 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $4,300 | 0.00% | 70 | 50 | 250.0% | $3,071 | 加仓 |
| INFY | INFOSYS LTD | $4,296 | 0.00% | 318 | 318 | — | $4,296 | 新建仓 |
| EEMV | ISHARES INC | $4,272 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $4,263 | 0.00% | 95 | 95 | — | $4,263 | 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 |
| — | PACER FDS TR | $4,225 | 0.00% | 115 | 115 | — | $4,225 | 新建仓 |
| CDE | COEUR MNG INC | $4,223 | 0.00% | 225 | 225 | — | $4,223 | 新建仓 |
| ARKW | ARK ETF TR | $4,221 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $4,182 | 0.00% | 126 | 81 | 180.0% | $2,688 | 加仓 |
| — | GOLDMINING INC | $4,177 | 0.00% | 3,510 | 410 | 13.2% | $488 | 加仓 |
| SH | PROSHARES TR | $4,172 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE &SEC SOLUTIO | $4,161 | 0.00% | 59 | -95 | -61.7% | -$6,700 | 减仓 |
| WHR | WHIRLPOOL CORP | $4,152 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $4,145 | 0.00% | 120 | 84 | 233.3% | $2,902 | 加仓 |
| SRVR | PACER FDS TR | $4,059 | 0.00% | 130 | 130 | — | $4,059 | 新建仓 |
| HEI/A | HEICO CORP NEW | $4,051 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $4,019 | 0.00% | 67 | 56 | 509.1% | $3,359 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $3,917 | 0.00% | 36 | -21 | -36.8% | -$2,285 | 减仓 |
| IEF | ISHARES TR | $3,913 | 0.00% | 41 | 41 | — | $3,913 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,905 | 0.00% | 40 | 15 | 60.0% | $1,464 | 加仓 |
| ACWX | ISHARES TR | $3,900 | 0.00% | 57 | 25 | 78.1% | $1,711 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $3,864 | 0.00% | 13 | -3 | -18.8% | -$892 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $3,846 | 0.00% | 74 | -16 | -17.8% | -$832 | 减仓 |
| OPBK | OP BANCORP | $3,845 | 0.00% | 289 | 2 | 0.7% | $27 | 加仓 |
| PCAR | PACCAR INC | $3,831 | 0.00% | 33 | 31 | 1,550.0% | $3,599 | 加仓 |
| 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 |
| CRCL | CIRCLE INTERNET GROUP INC | $3,816 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $3,801 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FHI | FEDERATED HERMES INC | $3,799 | 0.00% | 67 | -6 | -8.2% | -$340 | 减仓 |
| — | PROSHARES TR | $3,798 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $3,770 | 0.00% | 2 | 1 | 100.0% | $1,885 | 加仓 |
| ALC | ALCON AG | $3,767 | 0.00% | 50 | 8 | 19.0% | $603 | 加仓 |
| LPL | LG DISPLAY CO LTD | $3,764 | 0.00% | 970 | 970 | — | $3,764 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,762 | 0.00% | 66 | 23 | 53.5% | $1,311 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3,695 | 0.00% | 41 | -25 | -37.9% | -$2,253 | 减仓 |
| IDVO | AMPLIFY ETF TR | $3,607 | 0.00% | 89 | -61 | -40.7% | -$2,472 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,587 | 0.00% | 60 | 60 | — | $3,587 | 新建仓 |
| WWD | WOODWARD INC | $3,579 | 0.00% | 10 | 2 | 25.0% | $716 | 加仓 |
| IGM | ISHARES TR | $3,555 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP | $3,536 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | PIMCO STRATEGIC INCOME FD | $3,533 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $3,503 | 0.00% | 35 | 7 | 25.0% | $701 | 加仓 |
| SF | STIFEL FINL CORP | $3,475 | 0.00% | 47 | 22 | 84.3% | $1,590 | 加仓 |
| — | TIDAL TRUST II | $3,466 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $3,443 | 0.00% | 107 | 107 | — | $3,443 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $3,440 | 0.00% | 56 | 56 | — | $3,440 | 新建仓 |
| CNC | CENTENE CORP DEL | $3,437 | 0.00% | 105 | 105 | — | $3,437 | 新建仓 |
| PUK | PRUDENTIAL PLC | $3,429 | 0.00% | 121 | 46 | 61.3% | $1,304 | 加仓 |
| XPEV | XPENG INC | $3,422 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $3,379 | 0.00% | 33 | -67 | -67.0% | -$6,860 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $3,368 | 0.00% | 22 | -9 | -29.0% | -$1,378 | 减仓 |
| IR | INGERSOLL RAND INC | $3,364 | 0.00% | 42 | 42 | — | $3,364 | 新建仓 |
| MBC | MASTERBRAND INC | $3,324 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $3,308 | 0.00% | 37 | 31 | 516.7% | $2,772 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $3,295 | 0.00% | 62 | 1 | 1.6% | $53 | 加仓 |
| — | VOYA GLBL EQTY DIV &PREM OP | $3,280 | 0.00% | 575 | 14 | 2.5% | $80 | 加仓 |
| HTHT | H WORLD GROUP LTD | $3,269 | 0.00% | 65 | 17 | 35.4% | $855 | 加仓 |
| CHWY | CHEWY INC | $3,267 | 0.00% | 121 | 91 | 303.3% | $2,457 | 加仓 |
| MKC | MCCORMICK &CO INC | $3,259 | 0.00% | 65 | -10 | -13.3% | -$501 | 减仓 |
| FDS | FACTSET RESH SYS INC | $3,255 | 0.00% | 15 | 5 | 50.0% | $1,085 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $3,254 | 0.00% | 141 | 95 | 206.5% | $2,192 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $3,248 | 0.00% | 208 | 130 | 166.7% | $2,030 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $3,229 | 0.00% | 138 | 138 | — | $3,229 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3,217 | 0.00% | 116 | 85 | 274.2% | $2,357 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,207 | 0.00% | 134 | 50 | 59.5% | $1,197 | 加仓 |
| AEE | AMEREN CORP | $3,188 | 0.00% | 29 | 29 | — | $3,188 | 新建仓 |
| SOLV | SOLVENTUM CORP | $3,187 | 0.00% | 49 | 6 | 14.0% | $390 | 加仓 |
| VALE | VALE S A | $3,182 | 0.00% | 200 | 200 | — | $3,182 | 新建仓 |
| PHM | PULTE GROUP INC | $3,175 | 0.00% | 27 | 27 | — | $3,175 | 新建仓 |
| IT | GARTNER INC | $3,174 | 0.00% | 20 | 19 | 1,900.0% | $3,015 | 加仓 |
| RDW | REDWIRE CORPORATION | $3,145 | 0.00% | 370 | 135 | 57.4% | $1,148 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $3,105 | 0.00% | 247 | 12 | 5.1% | $151 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC | $3,098 | 0.00% | 77 | 77 | — | $3,098 | 新建仓 |
| TSN | TYSON FOODS INC | $3,074 | 0.00% | 48 | 10 | 26.3% | $640 | 加仓 |
| EPS | WISDOMTREE TR | $3,065 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $3,059 | 0.00% | 869 | 35 | 4.2% | $123 | 加仓 |
| EG | EVEREST GROUP LTD | $3,052 | 0.00% | 9 | -7 | -43.8% | -$2,374 | 减仓 |
| SMR | NUSCALE PWR CORP | $3,046 | 0.00% | 281 | -230 | -45.0% | -$2,493 | 减仓 |
| INDA | ISHARES TR | $3,045 | 0.00% | 65 | 65 | — | $3,045 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $3,031 | 0.00% | 115 | 57 | 98.3% | $1,502 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $3,022 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $3,018 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $3,014 | 0.00% | 169 | 169 | — | $3,014 | 新建仓 |
| LMND | LEMONADE INC | $3,009 | 0.00% | 48 | -4 | -7.7% | -$251 | 减仓 |
| CCK | CROWN HLDGS INC | $2,989 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $2,987 | 0.00% | 34 | 31 | 1,033.3% | $2,723 | 加仓 |
| PDD | PDD HOLDINGS INC | $2,963 | 0.00% | 29 | 29 | — | $2,963 | 新建仓 |
| LEN | LENNAR CORP | $2,952 | 0.00% | 34 | 34 | — | $2,952 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $2,943 | 0.00% | 41 | 41 | — | $2,943 | 新建仓 |
| DTD | WISDOMTREE TR | $2,936 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $2,916 | 0.00% | 634 | 372 | 142.0% | $1,711 | 加仓 |
| LOGI | LOGITECH INTL S A | $2,916 | 0.00% | 32 | 18 | 128.6% | $1,640 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $2,912 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| ANGO | ANGIODYNAMICS INC | $2,899 | 0.00% | 255 | 0 | 0.0% | — | 不变 |