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 |
|---|---|---|---|---|---|---|---|---|
| VIRT | VIRTU FINL INC | $1,848 | 0.00% | 42 | 42 | — | $1,848 | 新建仓 |
| EMBJ | EMBRAER S.A. | $1,840 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,824 | 0.00% | 24 | 24 | — | $1,824 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $1,822 | 0.00% | 10 | 9 | 900.0% | $1,640 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,822 | 0.00% | 28 | 28 | — | $1,822 | 新建仓 |
| — | PIMCO HIGH INCOME FD | $1,803 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $1,797 | 0.00% | 28 | 28 | — | $1,797 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $1,796 | 0.00% | 30 | 5 | 20.0% | $299 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1,785 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $1,773 | 0.00% | 22 | -158 | -87.8% | -$1.27万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1,773 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $1,760 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $1,758 | 0.00% | 32 | 32 | — | $1,758 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1,755 | 0.00% | 19 | 9 | 90.0% | $831 | 加仓 |
| TXT | TEXTRON INC | $1,753 | 0.00% | 20 | 16 | 400.0% | $1,402 | 加仓 |
| FOXA | FOX CORP | $1,753 | 0.00% | 30 | 30 | — | $1,753 | 新建仓 |
| AIZ | ASSURANT INC | $1,743 | 0.00% | 8 | 8 | — | $1,743 | 新建仓 |
| JKHY | HENRY JACK &ASSOC INC | $1,738 | 0.00% | 11 | 7 | 175.0% | $1,106 | 加仓 |
| APPF | APPFOLIO INC | $1,736 | 0.00% | 11 | 10 | 1,000.0% | $1,578 | 加仓 |
| FFIV | F5 INC | $1,736 | 0.00% | 6 | 6 | — | $1,736 | 新建仓 |
| GDDY | GODADDY INC | $1,736 | 0.00% | 21 | 21 | — | $1,736 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $1,733 | 0.00% | 13 | 13 | — | $1,733 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,727 | 0.00% | 6 | -5 | -45.5% | -$1,439 | 减仓 |
| ARW | ARROW ELECTRS INC | $1,721 | 0.00% | 12 | 3 | 33.3% | $430 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $1,711 | 0.00% | 68 | 68 | — | $1,711 | 新建仓 |
| IVLU | ISHARES TR | $1,706 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW | $1,697 | 0.00% | 65 | 65 | — | $1,697 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $1,694 | 0.00% | 7 | 7 | — | $1,694 | 新建仓 |
| LPLA | LPL FINL HLDGS INC | $1,690 | 0.00% | 6 | -7 | -53.8% | -$1,972 | 减仓 |
| BTAL | AGF INVTS TR | $1,675 | 0.00% | 120 | -48 | -28.6% | -$670 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,675 | 0.00% | 20 | 13 | 185.7% | $1,089 | 加仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $1,670 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $1,664 | 0.00% | 56 | -228 | -80.3% | -$6,775 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $1,660 | 0.00% | 31 | 1 | 3.3% | $54 | 加仓 |
| — | SPROTT FDS TR | $1,658 | 0.00% | 28 | -110 | -79.7% | -$6,514 | 减仓 |
| BG | BUNGE GLOBAL SA | $1,653 | 0.00% | 13 | 13 | — | $1,653 | 新建仓 |
| HST | HOST HOTELS &RESORTS INC | $1,651 | 0.00% | 86 | 21 | 32.3% | $403 | 加仓 |
| GPN | GLOBAL PMTS INC | $1,643 | 0.00% | 24 | 12 | 100.0% | $822 | 加仓 |
| EPAM | EPAM SYS INC | $1,625 | 0.00% | 12 | -292 | -96.1% | -$3.95万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $1,623 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ALGT | ALLEGIANT TRAVEL CO | $1,621 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,613 | 0.00% | 17 | 17 | — | $1,613 | 新建仓 |
| NMAX | NEWSMAX INC | $1,611 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $1,600 | 0.00% | 31 | 28 | 933.3% | $1,445 | 加仓 |
| VTRS | VIATRIS INC | $1,591 | 0.00% | 118 | 93 | 372.0% | $1,254 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $1,591 | 0.00% | 43 | 43 | — | $1,591 | 新建仓 |
| XP | XP INC | $1,580 | 0.00% | 83 | 83 | — | $1,580 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $1,577 | 0.00% | 6 | 3 | 100.0% | $788 | 加仓 |
| GDS | GDS HLDGS LTD | $1,571 | 0.00% | 39 | 39 | — | $1,571 | 新建仓 |
| STIP | ISHARES TR | $1,551 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1,547 | 0.00% | 7 | 7 | — | $1,547 | 新建仓 |
| GFL | GFL ENVIRONMENTAL INC | $1,544 | 0.00% | 37 | 37 | — | $1,544 | 新建仓 |
| SSL | SASOL LTD | $1,542 | 0.00% | 119 | 119 | — | $1,542 | 新建仓 |
| GEN | GEN DIGITAL INC | $1,538 | 0.00% | 82 | 16 | 24.2% | $300 | 加仓 |
| USMF | WISDOMTREE TR | $1,531 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | THOMSON REUTERS CORP | $1,530 | 0.00% | 17 | 4 | 30.8% | $360 | 加仓 |
| BRBR | BELLRING BRANDS INC | $1,529 | 0.00% | 95 | 95 | — | $1,529 | 新建仓 |
| QUAD | QUAD / GRAPHICS INC | $1,524 | 0.00% | 230 | 3 | 1.3% | $20 | 加仓 |
| GGG | GRACO INC | $1,523 | 0.00% | 18 | 18 | — | $1,523 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $1,510 | 0.00% | 92 | 36 | 64.3% | $591 | 加仓 |
| MNSO | MINISO GROUP HLDG LTD | $1,507 | 0.00% | 93 | 93 | — | $1,507 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $1,505 | 0.00% | 6 | 6 | — | $1,505 | 新建仓 |
| TRMB | TRIMBLE INC | $1,501 | 0.00% | 23 | 23 | — | $1,501 | 新建仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $1,500 | 0.00% | 68 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $1,487 | 0.00% | 93 | 93 | — | $1,487 | 新建仓 |
| SPXL | DIREXION SHARES ETF TRUST | $1,479 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $1,472 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC | $1,464 | 0.00% | 62 | 62 | — | $1,464 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $1,456 | 0.00% | 2 | 1 | 100.0% | $728 | 加仓 |
| IYW | ISHARES TR | $1,451 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $1,450 | 0.00% | 135 | 70 | 107.7% | $752 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $1,440 | 0.00% | 3 | 2 | 200.0% | $960 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,432 | 0.00% | 10 | 10 | — | $1,432 | 新建仓 |
| RBLX | ROBLOX CORP | $1,423 | 0.00% | 25 | 12 | 92.3% | $683 | 加仓 |
| IOT | SAMSARA INC | $1,419 | 0.00% | 45 | 34 | 309.1% | $1,072 | 加仓 |
| S | SENTINELONE INC | $1,417 | 0.00% | 110 | 110 | — | $1,417 | 新建仓 |
| PCTY | PAYLOCITY HLDG CORP | $1,404 | 0.00% | 13 | 13 | — | $1,404 | 新建仓 |
| LII | LENNOX INTL INC | $1,392 | 0.00% | 3 | 2 | 200.0% | $928 | 加仓 |
| AVY | AVERY DENNISON CORP | $1,370 | 0.00% | 8 | 6 | 300.0% | $1,028 | 加仓 |
| FUTU | FUTU HLDGS LTD | $1,368 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,362 | 0.00% | 24 | 24 | — | $1,362 | 新建仓 |
| CPAY | CORPAY INC | $1,359 | 0.00% | 5 | 4 | 400.0% | $1,087 | 加仓 |
| PATH | UIPATH INC | $1,354 | 0.00% | 122 | -100 | -45.0% | -$1,110 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $1,337 | 0.00% | 56 | 56 | — | $1,337 | 新建仓 |
| TWST | TWIST BIOSCIENCE CORP | $1,331 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $1,329 | 0.00% | 7 | 7 | — | $1,329 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1,318 | 0.00% | 8 | 3 | 60.0% | $494 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,303 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $1,303 | 0.00% | 3 | 3 | — | $1,303 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $1,302 | 0.00% | 9 | 9 | — | $1,302 | 新建仓 |
| BURL | BURLINGTON STORES INC | $1,301 | 0.00% | 4 | 3 | 300.0% | $976 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $1,299 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $1,294 | 0.00% | 12 | 8 | 200.0% | $863 | 加仓 |
| AVT | AVNET INC | $1,294 | 0.00% | 21 | 14 | 200.0% | $863 | 加仓 |
| — | LINKBANCORP INC | $1,293 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| HLI | HOULIHAN LOKEY INC | $1,292 | 0.00% | 9 | 2 | 28.6% | $287 | 加仓 |
| VYX | NCR VOYIX CORPORATION | $1,291 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $1,285 | 0.00% | 9 | 4 | 80.0% | $571 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $1,283 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AVAV | AEROVIRONMENT INC | $1,281 | 0.00% | 7 | 7 | — | $1,281 | 新建仓 |