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 |
|---|---|---|---|---|---|---|---|---|
| JHX | JAMES HARDIE INDS PLC | $1,270 | 0.00% | 67 | -32 | -32.3% | -$607 | 减仓 |
| — | ROCKWELL MED INC | $1,269 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $1,261 | 0.00% | 70 | -1,993 | -96.6% | -$3.59万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $1,258 | 0.00% | 13 | 1 | 8.3% | $97 | 加仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1,257 | 0.00% | 60 | 60 | — | $1,257 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $1,228 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TPB | TURNING PT BRANDS INC | $1,215 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $1,213 | 0.00% | 49 | -114 | -69.9% | -$2,822 | 减仓 |
| HFRO | HIGHLAND OPPS &INCOME FD | $1,205 | 0.00% | 211 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $1,197 | 0.00% | 12 | 3 | 33.3% | $299 | 加仓 |
| GATX | GATX CORP | $1,195 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | ALARUM TECHNOLOGIES LTD | $1,192 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1,184 | 0.00% | 29 | 29 | — | $1,184 | 新建仓 |
| RPM | RPM INTL INC | $1,183 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $1,182 | 0.00% | 83 | -435 | -84.0% | -$6,195 | 减仓 |
| UAA | UNDER ARMOUR INC | $1,182 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | GABELLI MULTIMEDIA TR INC | $1,179 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $1,178 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EXPO | EXPONENT INC | $1,175 | 0.00% | 18 | 9 | 100.0% | $588 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $1,174 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $1,170 | 0.00% | 10 | 5 | 100.0% | $585 | 加仓 |
| CIB | GRUPO CIBEST SA | $1,165 | 0.00% | 16 | 16 | — | $1,165 | 新建仓 |
| DDS | DILLARDS INC | $1,144 | 0.00% | 2 | 1 | 100.0% | $572 | 加仓 |
| BCE | BCE INC | $1,136 | 0.00% | 45 | 32 | 246.2% | $808 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $1,135 | 0.00% | 36 | 24 | 200.0% | $757 | 加仓 |
| APG | API GROUP CORP | $1,135 | 0.00% | 28 | 28 | — | $1,135 | 新建仓 |
| COTY | COTY INC | $1,131 | 0.00% | 563 | 563 | — | $1,131 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1,125 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1,120 | 0.00% | 13 | 11 | 550.0% | $948 | 加仓 |
| UFO | PROCURE ETF TRUST II | $1,120 | 0.00% | 25 | 25 | — | $1,120 | 新建仓 |
| — | ELEVRA LITHIUM LTD | $1,119 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $1,119 | 0.00% | 10 | 10 | — | $1,119 | 新建仓 |
| AEG | AEGON LTD | $1,118 | 0.00% | 154 | 76 | 97.4% | $552 | 加仓 |
| ULS | UL SOLUTIONS INC | $1,114 | 0.00% | 13 | 9 | 225.0% | $771 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $1,094 | 0.00% | 9 | -8 | -47.1% | -$972 | 减仓 |
| GFI | GOLD FIELDS LTD | $1,090 | 0.00% | 24 | 24 | — | $1,090 | 新建仓 |
| CACI | CACI INTL INC | $1,088 | 0.00% | 2 | 2 | — | $1,088 | 新建仓 |
| TEM | TEMPUS AI INC | $1,085 | 0.00% | 24 | 4 | 20.0% | $181 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1,080 | 0.00% | 6 | 6 | — | $1,080 | 新建仓 |
| MUR | MURPHY OIL CORP | $1,075 | 0.00% | 26 | 13 | 100.0% | $538 | 加仓 |
| TRP | TC ENERGY CORP | $1,064 | 0.00% | 17 | 17 | — | $1,064 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $1,052 | 0.00% | 17 | 17 | — | $1,052 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $1,050 | 0.00% | 175 | 175 | — | $1,050 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $1,047 | 0.00% | 7 | 7 | — | $1,047 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $1,042 | 0.00% | 60 | 60 | — | $1,042 | 新建仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $1,039 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| — | ZENATECH INC | $1,030 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| CR | CRANE COMPANY | $1,026 | 0.00% | 6 | 6 | — | $1,026 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,022 | 0.00% | 5 | 5 | — | $1,022 | 新建仓 |
| DY | DYCOM INDS INC | $1,017 | 0.00% | 3 | 2 | 200.0% | $678 | 加仓 |
| BILI | BILIBILI INC | $1,015 | 0.00% | 45 | 45 | — | $1,015 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,012 | 0.00% | 16 | 7 | 77.8% | $443 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,003 | 0.00% | 12 | 12 | — | $1,003 | 新建仓 |
| — | VANECK ETF TRUST | $1,000 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| GT | GOODYEAR TIRE &RUBR CO | $994 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $994 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $989 | 0.00% | 15 | 7 | 87.5% | $462 | 加仓 |
| CGNX | COGNEX CORP | $980 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $978 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LAZ | LAZARD INC | $977 | 0.00% | 23 | 23 | — | $977 | 新建仓 |
| HCKT | HACKETT GROUP INC | $976 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| — | BEAMR IMAGING LTD | $973 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $952 | 0.00% | 53 | 53 | — | $952 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $951 | 0.00% | 45 | -1,899 | -97.7% | -$4.01万 | 减仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $946 | 0.00% | 31 | 31 | — | $946 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $944 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $941 | 0.00% | 10 | -14 | -58.3% | -$1,317 | 减仓 |
| NOV | NOV INC | $940 | 0.00% | 50 | 2 | 4.2% | $38 | 加仓 |
| — | PROSHARES TR | $937 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $928 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ARIS | ARIS MINING CORPORATION | $928 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $923 | 0.00% | 31 | -25 | -44.6% | -$744 | 减仓 |
| SAM | BOSTON BEER INC | $921 | 0.00% | 4 | 4 | — | $921 | 新建仓 |
| AXIAY | CENTRAIS ELET BRAS SA | $914 | 0.00% | 81 | 81 | — | $914 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $908 | 0.00% | 22 | -27 | -55.1% | -$1,114 | 减仓 |
| FIG | FIGMA INC | $898 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| PBA | PEMBINA PIPELINE CORP | $895 | 0.00% | 20 | 20 | — | $895 | 新建仓 |
| RNG | RINGCENTRAL INC | $893 | 0.00% | 24 | 12 | 100.0% | $446 | 加仓 |
| BBUC | BROOKFIELD BUSINESS CORP | $892 | 0.00% | 28 | 28 | — | $892 | 新建仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $891 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $891 | 0.00% | 19 | 19 | — | $891 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $888 | 0.00% | 25 | 25 | — | $888 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $888 | 0.00% | 8 | 8 | — | $888 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $887 | 0.00% | 8 | 8 | — | $887 | 新建仓 |
| — | TILRAY BRANDS INC | $880 | 0.00% | 136 | -1 | -0.7% | -$6 | 减仓 |
| ABEV | AMBEV SA | $873 | 0.00% | 299 | 299 | — | $873 | 新建仓 |
| ALLE | ALLEGION PLC | $871 | 0.00% | 6 | 4 | 200.0% | $581 | 加仓 |
| LEGN | LEGEND BIOTECH CORP | $868 | 0.00% | 48 | 48 | — | $868 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $867 | 0.00% | 145 | 145 | — | $867 | 新建仓 |
| CBT | CABOT CORP | $866 | 0.00% | 11 | 6 | 120.0% | $472 | 加仓 |
| RHI | ROBERT HALF INC. | $864 | 0.00% | 34 | 34 | — | $864 | 新建仓 |
| WRB | BERKLEY W R CORP | $862 | 0.00% | 13 | 13 | — | $862 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $860 | 0.00% | 5 | 5 | — | $860 | 新建仓 |
| HL | HECLA MINING COMPANY | $857 | 0.00% | 46 | 46 | — | $857 | 新建仓 |
| SJM | SMUCKER J M CO | $854 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $850 | 0.00% | 5 | 2 | 66.7% | $340 | 加仓 |
| ELF | E L F BEAUTY INC | $849 | 0.00% | 14 | 13 | 1,300.0% | $788 | 加仓 |
| BHVN | BIOHAVEN LTD | $846 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ETD | ETHAN ALLEN INTERIORS INC | $846 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| RCI | ROGERS COMMUNICATIONS INC | $846 | 0.00% | 22 | 22 | — | $846 | 新建仓 |