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 |
|---|---|---|---|---|---|---|---|---|
| — | MFS INTER INCOME TR | $6,449 | 0.00% | 2,611 | -389 | -13.0% | -$961 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $6,405 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $6,399 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $6,378 | 0.00% | 72 | 39 | 118.2% | $3,455 | 加仓 |
| NIO | NIO INC | $6,345 | 0.00% | 1,254 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $6,306 | 0.00% | 80 | -2 | -2.4% | -$158 | 减仓 |
| VTR | VENTAS INC | $6,304 | 0.00% | 71 | 14 | 24.6% | $1,243 | 加仓 |
| OGE | OGE ENERGY CORP | $6,268 | 0.00% | 129 | 24 | 22.9% | $1,166 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $6,257 | 0.00% | 111 | -43 | -27.9% | -$2,424 | 减仓 |
| POOL | POOL CORP | $6,232 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $6,204 | 0.00% | 350 | 142 | 68.3% | $2,517 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $6,193 | 0.00% | 91 | 18 | 24.7% | $1,225 | 加仓 |
| INDA | ISHARES TR | $6,180 | 0.00% | 125 | 60 | 92.3% | $2,966 | 加仓 |
| INFY | INFOSYS LTD | $6,179 | 0.00% | 589 | 271 | 85.2% | $2,843 | 加仓 |
| MNR | MACH NATURAL RESOURCES LP | $6,156 | 0.00% | 487 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $6,095 | 0.00% | 2,249 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $6,084 | 0.00% | 229 | -6,925 | -96.8% | -$18.40万 | 减仓 |
| ELE | ELEMENTAL RTY CORP | $6,078 | 0.00% | 348 | 332 | 2,075.0% | $5,799 | 加仓 |
| NASA | TEMA ETF TRUST | $6,076 | 0.00% | 200 | 200 | — | $6,076 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $6,007 | 0.00% | 62 | 21 | 51.2% | $2,035 | 加仓 |
| — | SPDR SERIES TRUST | $5,994 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5,987 | 0.00% | 77 | 3 | 4.1% | $233 | 加仓 |
| DBJP | DBX ETF TR | $5,969 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5,912 | 0.00% | 1,030 | 1,030 | — | $5,912 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $5,886 | 0.00% | 84 | 17 | 25.4% | $1,191 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $5,842 | 0.00% | 42 | -8 | -16.0% | -$1,113 | 减仓 |
| — | ALPS ETF TR | $5,842 | 0.00% | 130 | 130 | — | $5,842 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $5,808 | 0.00% | 1,200 | 1,200 | — | $5,808 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $5,731 | 0.00% | 17 | 17 | — | $5,731 | 新建仓 |
| AVEX | AEVEX CORP | $5,714 | 0.00% | 274 | 274 | — | $5,714 | 新建仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $5,706 | 0.00% | 15 | 6 | 66.7% | $2,282 | 加仓 |
| — | VERSAMET ROYALTIES CORP | $5,696 | 0.00% | 463 | 463 | — | $5,696 | 新建仓 |
| WULF | TERAWULF INC | $5,632 | 0.00% | 228 | -100 | -30.5% | -$2,470 | 减仓 |
| XME | SPDR SERIES TRUST | $5,560 | 0.00% | 52 | 52 | — | $5,560 | 新建仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $5,556 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| ISPY | PROSHARES TR | $5,542 | 0.00% | 115 | 115 | — | $5,542 | 新建仓 |
| OMC | OMNICOM GROUP INC | $5,535 | 0.00% | 76 | -9 | -10.6% | -$655 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $5,535 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $5,460 | 0.00% | 1,500 | 1,500 | — | $5,460 | 新建仓 |
| VLTO | VERALTO CORP | $5,410 | 0.00% | 61 | -7 | -10.3% | -$621 | 减仓 |
| APTV | APTIV PLC | $5,401 | 0.00% | 88 | -13 | -12.9% | -$798 | 减仓 |
| NNN | NNN REIT INC | $5,397 | 0.00% | 116 | 116 | — | $5,397 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $5,367 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NMR | NOMURA HLDGS INC | $5,365 | 0.00% | 611 | 6 | 1.0% | $53 | 加仓 |
| VOE | VANGUARD INDEX FDS | $5,335 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $5,328 | 0.00% | 160 | -674 | -80.8% | -$2.24万 | 重新持有 |
| WIT | WIPRO LTD | $5,326 | 0.00% | 2,367 | -231 | -8.9% | -$520 | 减仓 |
| ADT | ADT INC DEL | $5,272 | 0.00% | 811 | 737 | 995.9% | $4,791 | 加仓 |
| CNK | CINEMARK HLDGS INC | $5,206 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5,178 | 0.00% | 228 | 228 | — | $5,178 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $5,153 | 0.00% | 76 | 45 | 145.2% | $3,051 | 加仓 |
| CBRE | CBRE GROUP INC | $5,129 | 0.00% | 38 | -21 | -35.6% | -$2,834 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $5,101 | 0.00% | 93 | -23 | -19.8% | -$1,262 | 减仓 |
| ARKW | ARK ETF TR | $5,070 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $5,066 | 0.00% | 47 | 6 | 14.6% | $647 | 加仓 |
| FDS | FACTSET RESH SYS INC | $5,062 | 0.00% | 22 | 7 | 46.7% | $1,611 | 加仓 |
| FRSH | FRESHWORKS INC | $5,060 | 0.00% | 500 | 500 | — | $5,060 | 新建仓 |
| NTNX | NUTANIX INC | $5,045 | 0.00% | 99 | 83 | 518.8% | $4,230 | 加仓 |
| — | AMPLIFY ETF TR | $5,037 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $5,015 | 0.00% | 55 | 38 | 223.5% | $3,465 | 加仓 |
| DTCR | GLOBAL X FDS | $5,011 | 0.00% | 165 | 165 | — | $5,011 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $4,992 | 0.00% | 169 | 28 | 19.9% | $827 | 加仓 |
| AOM | ISHARES TR | $4,989 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR INCOME TR | $4,980 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $4,968 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| UTES | ETFIS SER TR I | $4,952 | 0.00% | 61 | 61 | — | $4,952 | 新建仓 |
| HEI/A | HEICO CORP NEW | $4,950 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $4,907 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $4,906 | 0.00% | 100 | 100 | — | $4,906 | 新建仓 |
| RLI | RLI CORP | $4,903 | 0.00% | 83 | 21 | 33.9% | $1,241 | 加仓 |
| ANGL | VANECK ETF TRUST | $4,883 | 0.00% | 167 | -3,179 | -95.0% | -$9.30万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $4,865 | 0.00% | 49 | 14 | 40.0% | $1,390 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $4,819 | 0.00% | 51 | 19 | 59.4% | $1,795 | 加仓 |
| — | VIRTUS CONVERTIBLE & INC FD | $4,770 | 0.00% | 300 | 300 | — | $4,770 | 新建仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $4,746 | 0.00% | 213 | 102 | 91.9% | $2,273 | 加仓 |
| KBH | KB HOME | $4,633 | 0.00% | 74 | 29 | 64.4% | $1,816 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $4,562 | 0.00% | 47 | 22 | 88.0% | $2,135 | 加仓 |
| DB | DEUTSCHE BK AG | $4,559 | 0.00% | 135 | -10 | -6.9% | -$338 | 减仓 |
| CLOI | VANECK ETF TRUST | $4,554 | 0.00% | 86 | 86 | — | $4,554 | 新建仓 |
| RDW | REDWIRE CORPORATION | $4,525 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $4,517 | 0.00% | 75 | 1 | 1.4% | $60 | 加仓 |
| SITM | SITIME CORP | $4,473 | 0.00% | 6 | 4 | 200.0% | $2,982 | 加仓 |
| SEB | SEABOARD CORP DEL | $4,464 | 0.00% | 1 | 1 | — | $4,464 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $4,457 | 0.00% | 122 | 7 | 6.1% | $256 | 加仓 |
| NATL | NCR ATLEOS CORPORATION | $4,450 | 0.00% | 103 | 1 | 1.0% | $43 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED | $4,430 | 0.00% | 1,175 | -125 | -9.6% | -$471 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $4,416 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| PBR | PETROLEO BRASILEIRO S A | $4,412 | 0.00% | 273 | -438 | -61.6% | -$7,079 | 减仓 |
| OPBK | OP BANCORP | $4,377 | 0.00% | 292 | 3 | 1.0% | $45 | 加仓 |
| ALAB | ASTERA LABS INC | $4,347 | 0.00% | 9 | -10 | -52.6% | -$4,830 | 减仓 |
| HMC | HONDA MOTOR CO LTD | $4,343 | 0.00% | 160 | 131 | 451.7% | $3,556 | 加仓 |
| CPRT | COPART INC | $4,341 | 0.00% | 154 | 28 | 22.2% | $789 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $4,337 | 0.00% | 39 | 3 | 8.3% | $334 | 加仓 |
| CPK | CHESAPEAKE UTILS CORP | $4,287 | 0.00% | 35 | 35 | — | $4,287 | 新建仓 |
| CPB | THE CAMPBELLS COMPANY | $4,276 | 0.00% | 192 | 192 | — | $4,276 | 新建仓 |
| WWD | WOODWARD INC | $4,254 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $4,186 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $4,170 | 0.00% | 23 | 6 | 35.3% | $1,088 | 加仓 |
| MKC | MCCORMICK & CO INC | $4,165 | 0.00% | 83 | 18 | 27.7% | $903 | 加仓 |
| FFIV | F5 INC | $4,160 | 0.00% | 10 | 4 | 66.7% | $1,664 | 加仓 |