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 |
|---|---|---|---|---|---|---|---|---|
| ULTA | ULTA BEAUTY INC | $4,140 | 0.00% | 9 | -2 | -18.2% | -$920 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $4,120 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $4,116 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $4,108 | 0.00% | 59 | 23 | 63.9% | $1,601 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $4,104 | 0.00% | 170 | 170 | — | $4,104 | 新建仓 |
| HXL | HEXCEL CORP NEW | $4,102 | 0.00% | 41 | 14 | 51.9% | $1,401 | 加仓 |
| NTES | NETEASE COM INC | $4,100 | 0.00% | 32 | 22 | 220.0% | $2,819 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $4,099 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $4,092 | 0.00% | 121 | -9 | -6.9% | -$304 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $4,083 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $4,061 | 0.00% | 65 | 1 | 1.6% | $62 | 加仓 |
| CDE | COEUR MNG INC | $4,047 | 0.00% | 248 | 23 | 10.2% | $375 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $3,993 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $3,986 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $3,982 | 0.00% | 44 | 10 | 29.4% | $905 | 加仓 |
| PODD | INSULET CORP | $3,959 | 0.00% | 26 | 1 | 4.0% | $152 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $3,927 | 0.00% | 48 | 3 | 6.7% | $245 | 加仓 |
| MOS | MOSAIC CO | $3,925 | 0.00% | 185 | -342 | -64.9% | -$7,256 | 减仓 |
| CCK | CROWN HLDGS INC | $3,895 | 0.00% | 35 | 5 | 16.7% | $556 | 加仓 |
| BIDU | BAIDU INC | $3,886 | 0.00% | 34 | 10 | 41.7% | $1,143 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $3,885 | 0.00% | 215 | 80 | 59.3% | $1,446 | 加仓 |
| GNTX | GENTEX CORP | $3,866 | 0.00% | 153 | 56 | 57.7% | $1,415 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $3,831 | 0.00% | 100 | 100 | — | $3,831 | 新建仓 |
| WRB | BERKLEY W R CORP | $3,809 | 0.00% | 54 | 41 | 315.4% | $2,892 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $3,808 | 0.00% | 55 | -15 | -21.4% | -$1,039 | 减仓 |
| AER | AERCAP HOLDINGS NV | $3,790 | 0.00% | 26 | 4 | 18.2% | $583 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $3,775 | 0.00% | 125 | 60 | 92.3% | $1,812 | 加仓 |
| NDSN | NORDSON CORP | $3,763 | 0.00% | 12 | 2 | 20.0% | $627 | 加仓 |
| LOGI | LOGITECH INTL S A | $3,762 | 0.00% | 40 | 8 | 25.0% | $752 | 加仓 |
| IDVO | AMPLIFY ETF TR | $3,750 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $3,719 | 0.00% | 40 | 40 | — | $3,719 | 新建仓 |
| PSEC | PROSPECT CAP CORP | $3,696 | 0.00% | 1,600 | 1,600 | — | $3,696 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3,685 | 0.00% | 95 | 25 | 35.7% | $970 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3,680 | 0.00% | 20 | 8 | 66.7% | $1,472 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $3,662 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $3,649 | 0.00% | 100 | 100 | — | $3,649 | 新建仓 |
| SH | PROSHARES TR | $3,632 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $3,631 | 0.00% | 65 | 65 | — | $3,631 | 新建仓 |
| KIM | KIMCO REALTY CORP | $3,625 | 0.00% | 143 | 36 | 33.6% | $913 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $3,621 | 0.00% | 590 | 15 | 2.6% | $92 | 加仓 |
| AEE | AMEREN CORP | $3,617 | 0.00% | 32 | 3 | 10.3% | $339 | 加仓 |
| — | PIMCO STRATEGIC INCOME FD | $3,592 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON INC | $3,522 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY GROUP LTD | $3,516 | 0.00% | 182 | 126 | 225.0% | $2,434 | 加仓 |
| SNAP | SNAP INC | $3,512 | 0.00% | 791 | 157 | 24.8% | $697 | 加仓 |
| EPS | WISDOMTREE TR | $3,501 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WHR | WHIRLPOOL CORP | $3,495 | 0.00% | 89 | 12 | 15.6% | $471 | 加仓 |
| ITB | ISHARES TR | $3,448 | 0.00% | 33 | 33 | — | $3,448 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $3,417 | 0.00% | 114 | 62 | 119.2% | $1,858 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,389 | 0.00% | 200 | 200 | — | $3,389 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $3,387 | 0.00% | 52 | -53 | -50.5% | -$3,452 | 减仓 |
| XPEV | XPENG INC | $3,363 | 0.00% | 254 | 54 | 27.0% | $715 | 加仓 |
| IR | INGERSOLL RAND INC | $3,362 | 0.00% | 41 | -1 | -2.4% | -$82 | 减仓 |
| SDCI | USCF ETF TR | $3,326 | 0.00% | 126 | 126 | — | $3,326 | 新建仓 |
| ANGO | ANGIODYNAMICS INC | $3,318 | 0.00% | 255 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $3,295 | 0.00% | 154 | 62 | 67.4% | $1,327 | 加仓 |
| PHM | PULTE GROUP INC | $3,293 | 0.00% | 24 | -3 | -11.1% | -$412 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $3,282 | 0.00% | 75 | 75 | — | $3,282 | 新建仓 |
| DT | DYNATRACE INC | $3,249 | 0.00% | 74 | -83 | -52.9% | -$3,644 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3,234 | 0.00% | 100 | 100 | — | $3,234 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3,231 | 0.00% | 9 | 3 | 50.0% | $1,077 | 加仓 |
| RBC | RBC BEARINGS INC | $3,220 | 0.00% | 5 | 4 | 400.0% | $2,576 | 加仓 |
| VIRT | VIRTU FINL INC | $3,217 | 0.00% | 54 | 12 | 28.6% | $715 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $3,215 | 0.00% | 8 | 1 | 14.3% | $402 | 加仓 |
| BGC | BGC GROUP INC | $3,207 | 0.00% | 300 | 300 | — | $3,207 | 新建仓 |
| SN | SHARKNINJA INC | $3,205 | 0.00% | 21 | 3 | 16.7% | $458 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $3,202 | 0.00% | 14 | 1 | 7.7% | $229 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $3,193 | 0.00% | 64 | 2 | 3.2% | $100 | 加仓 |
| DTD | WISDOMTREE TR | $3,170 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3,169 | 0.00% | 40 | 34 | 566.7% | $2,694 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $3,128 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $3,122 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $3,114 | 0.00% | 45 | -35 | -43.8% | -$2,422 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $3,108 | 0.00% | 200 | 200 | — | $3,108 | 新建仓 |
| TS | TENARIS S A | $3,107 | 0.00% | 56 | 15 | 36.6% | $832 | 加仓 |
| — | ELLINGTON CREDIT COMPANY | $3,094 | 0.00% | 700 | 700 | — | $3,094 | 新建仓 |
| FIVA | FIDELITY COVINGTON TRUST | $3,082 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $3,082 | 0.00% | 339 | 300 | 769.2% | $2,727 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $3,067 | 0.00% | 41 | 13 | 46.4% | $972 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $3,064 | 0.00% | 22 | 4 | 22.2% | $557 | 加仓 |
| CACI | CACI INTL INC | $3,061 | 0.00% | 7 | 5 | 250.0% | $2,186 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $3,030 | 0.00% | 22 | 11 | 100.0% | $1,515 | 加仓 |
| CROX | CROCS INC | $3,016 | 0.00% | 25 | -9 | -26.5% | -$1,086 | 减仓 |
| VALE | VALE S A | $3,008 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP | $2,993 | 0.00% | 49 | 6 | 14.0% | $366 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2,983 | 0.00% | 13 | 7 | 116.7% | $1,606 | 加仓 |
| — | PROSHARES TR | $2,957 | 0.00% | 118 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $2,940 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $2,939 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $2,925 | 0.00% | 15 | -17 | -53.1% | -$3,315 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $2,881 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $2,862 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $2,840 | 0.00% | 267 | 267 | — | $2,840 | 新建仓 |
| LQD | ISHARES TR | $2,836 | 0.00% | 26 | 26 | — | $2,836 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2,832 | 0.00% | 254 | 224 | 746.7% | $2,498 | 加仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $2,830 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $2,830 | 0.00% | 500 | 500 | — | $2,830 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $2,827 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $2,822 | 0.00% | 19 | 10 | 111.1% | $1,485 | 加仓 |
| EWZ | ISHARES INC | $2,817 | 0.00% | 82 | 82 | — | $2,817 | 新建仓 |