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 |
|---|---|---|---|---|---|---|---|---|
| FIVE | FIVE BELOW INC | $2,869 | 0.00% | 12 | 5 | 71.4% | $1,195 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $2,829 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| CROX | CROCS INC | $2,822 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $2,821 | 0.00% | 28 | 28 | — | $2,821 | 新建仓 |
| UGP | ULTRAPAR PARTICIPACOES SA | $2,810 | 0.00% | 510 | 510 | — | $2,810 | 新建仓 |
| — | AIR LEASE CORP | $2,793 | 0.00% | 43 | 7 | 19.4% | $455 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2,790 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $2,790 | 0.00% | 50 | 50 | — | $2,790 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $2,785 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| BF/B | BROWN FORMAN CORP | $2,749 | 0.00% | 104 | 52 | 100.0% | $1,374 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $2,744 | 0.00% | 14 | 14 | — | $2,744 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $2,735 | 0.00% | 33 | 23 | 230.0% | $1,906 | 加仓 |
| CMS | CMS ENERGY CORP | $2,695 | 0.00% | 35 | 30 | 600.0% | $2,310 | 加仓 |
| FISV | FISERV INC | $2,687 | 0.00% | 48 | 32 | 200.0% | $1,791 | 加仓 |
| — | SERIES PORTFOLIOS TR | $2,685 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| WMG | WARNER MUSIC GROUP CORP | $2,682 | 0.00% | 105 | 61 | 138.6% | $1,558 | 加仓 |
| BIDU | BAIDU INC | $2,674 | 0.00% | 24 | 24 | — | $2,674 | 新建仓 |
| GFS | GLOBALFOUNDRIES INC | $2,633 | 0.00% | 59 | 19 | 47.5% | $848 | 加仓 |
| NDSN | NORDSON CORP | $2,628 | 0.00% | 10 | 3 | 42.9% | $788 | 加仓 |
| PEN | PENUMBRA INC | $2,627 | 0.00% | 8 | 8 | — | $2,627 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $2,618 | 0.00% | 200 | 50 | 33.3% | $654 | 加仓 |
| BL | BLACKLINE INC | $2,601 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $2,591 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $2,588 | 0.00% | 83 | 83 | — | $2,588 | 新建仓 |
| KRG | KITE REALTY GROUP TRUST | $2,578 | 0.00% | 105 | 105 | — | $2,578 | 新建仓 |
| DTM | DT MIDSTREAM INC | $2,568 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $2,564 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $2,547 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $2,517 | 0.00% | 32 | 18 | 128.6% | $1,416 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $2,513 | 0.00% | 34 | 34 | — | $2,513 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $2,497 | 0.00% | 82 | 74 | 925.0% | $2,253 | 加仓 |
| MRP | MILLROSE PPTYS INC | $2,492 | 0.00% | 89 | 89 | — | $2,492 | 新建仓 |
| FNV | FRANCO NEV CORP | $2,490 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| BKSY | BLACKSKY TECHNOLOGY INC | $2,490 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $2,481 | 0.00% | 111 | 2 | 1.8% | $45 | 加仓 |
| EFG | ISHARES TR | $2,450 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JLL | JONES LANG LASALLE INC | $2,435 | 0.00% | 8 | 2 | 33.3% | $609 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2,427 | 0.00% | 185 | -3 | -1.6% | -$39 | 减仓 |
| NU | NU HLDGS LTD | $2,414 | 0.00% | 168 | 56 | 50.0% | $805 | 加仓 |
| KIM | KIMCO REALTY CORP | $2,403 | 0.00% | 107 | 107 | — | $2,403 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $2,400 | 0.00% | 25 | -27 | -51.9% | -$2,592 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2,396 | 0.00% | 18 | 15 | 500.0% | $1,997 | 加仓 |
| TS | TENARIS S A | $2,385 | 0.00% | 41 | 12 | 41.4% | $698 | 加仓 |
| FTV | FORTIVE CORP | $2,377 | 0.00% | 43 | 43 | — | $2,377 | 新建仓 |
| UI | UBIQUITI INC | $2,370 | 0.00% | 3 | 2 | 200.0% | $1,580 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $2,347 | 0.00% | 39 | 1 | 2.6% | $60 | 加仓 |
| TDW | TIDEWATER INC NEW | $2,341 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $2,332 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $2,323 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME | $2,320 | 0.00% | 45 | 9 | 25.0% | $464 | 加仓 |
| DOCS | DOXIMITY INC | $2,308 | 0.00% | 99 | 99 | — | $2,308 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2,287 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $2,286 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK &DECKER INC | $2,284 | 0.00% | 32 | 3 | 10.3% | $214 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $2,250 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RGA | REINSURANCE GROUP AMER INC | $2,245 | 0.00% | 11 | -13 | -54.2% | -$2,653 | 减仓 |
| ZS | ZSCALER INC | $2,245 | 0.00% | 16 | 15 | 1,500.0% | $2,105 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $2,230 | 0.00% | 26 | -1 | -3.7% | -$86 | 减仓 |
| PEGA | PEGASYSTEMS INC | $2,213 | 0.00% | 52 | 52 | — | $2,213 | 新建仓 |
| MAN | MANPOWERGROUP INC WIS | $2,209 | 0.00% | 75 | 75 | — | $2,209 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $2,197 | 0.00% | 1 | 1 | — | $2,197 | 新建仓 |
| HXL | HEXCEL CORP NEW | $2,185 | 0.00% | 27 | 12 | 80.0% | $971 | 加仓 |
| BSY | BENTLEY SYS INC | $2,179 | 0.00% | 62 | 62 | — | $2,179 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $2,171 | 0.00% | 420 | 35 | 9.1% | $181 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2,137 | 0.00% | 78 | 17 | 27.9% | $466 | 加仓 |
| GNTX | GENTEX CORP | $2,119 | 0.00% | 97 | 97 | — | $2,119 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $2,105 | 0.00% | 12 | 12 | — | $2,105 | 新建仓 |
| DWM | WISDOMTREE TR | $2,097 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $2,069 | 0.00% | 45 | 31 | 221.4% | $1,425 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $2,058 | 0.00% | 12 | 4 | 50.0% | $686 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $2,052 | 0.00% | 16 | 16 | — | $2,052 | 新建仓 |
| ALAB | ASTERA LABS INC | $2,048 | 0.00% | 19 | 4 | 26.7% | $431 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $2,048 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $2,043 | 0.00% | 3 | 3 | — | $2,043 | 新建仓 |
| FSK | FS KKR CAP CORP | $2,036 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LINC | LINCOLN EDL SVCS CORP | $2,034 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $2,013 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | BITFARMS LTD | $2,008 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1,998 | 0.00% | 9 | 9 | — | $1,998 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,976 | 0.00% | 15 | 12 | 400.0% | $1,581 | 加仓 |
| — | MASIMO CORP | $1,956 | 0.00% | 11 | 9 | 450.0% | $1,600 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $1,952 | 0.00% | 38 | 38 | — | $1,952 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $1,935 | 0.00% | 63 | 49 | 350.0% | $1,505 | 加仓 |
| KHC | KRAFT HEINZ CO | $1,933 | 0.00% | 86 | 53 | 160.6% | $1,191 | 加仓 |
| NWSA | NEWS CORP NEW | $1,920 | 0.00% | 77 | 77 | — | $1,920 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1,916 | 0.00% | 12 | 3 | 33.3% | $479 | 加仓 |
| DRS | LEONARDO DRS INC | $1,914 | 0.00% | 43 | 43 | — | $1,914 | 新建仓 |
| SN | SHARKNINJA INC | $1,912 | 0.00% | 18 | 1 | 5.9% | $106 | 加仓 |
| IESC | IES HOLDINGS INC | $1,906 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ESTC | ELASTIC N V | $1,900 | 0.00% | 38 | 9 | 31.0% | $450 | 加仓 |
| RYN | RAYONIER INC | $1,897 | 0.00% | 92 | 92 | — | $1,897 | 新建仓 |
| DOCU | DOCUSIGN INC | $1,896 | 0.00% | 40 | 17 | 73.9% | $806 | 加仓 |
| MSOS | ADVISORSHARES TR | $1,874 | 0.00% | 528 | -3 | -0.6% | -$11 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,872 | 0.00% | 16 | 16 | — | $1,872 | 新建仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $1,869 | 0.00% | 14 | 4 | 40.0% | $534 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,869 | 0.00% | 71 | 71 | — | $1,869 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1,867 | 0.00% | 17 | 17 | — | $1,867 | 新建仓 |
| — | PLDT INC | $1,852 | 0.00% | 88 | 88 | — | $1,852 | 新建仓 |
| ILMN | ILLUMINA INC | $1,848 | 0.00% | 15 | 11 | 275.0% | $1,355 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $1,848 | 0.00% | 13 | 13 | — | $1,848 | 新建仓 |