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 |
|---|---|---|---|---|---|---|---|---|
| TCOM | TRIP COM GROUP LTD | $846 | 0.00% | 17 | 17 | — | $846 | 新建仓 |
| XSOE | WISDOMTREE TR | $842 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $841 | 0.00% | 33 | 33 | — | $841 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $833 | 0.00% | 4 | 4 | — | $833 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $830 | 0.00% | 3 | 1 | 50.0% | $277 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $830 | 0.00% | 12 | 12 | — | $830 | 新建仓 |
| ADC | AGREE RLTY CORP | $829 | 0.00% | 11 | 11 | — | $829 | 新建仓 |
| TW | TRADEWEB MKTS INC | $824 | 0.00% | 7 | 7 | — | $824 | 新建仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $821 | 0.00% | 10 | 10 | — | $821 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $818 | 0.00% | 26 | 26 | — | $818 | 新建仓 |
| RRC | RANGE RES CORP | $813 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $811 | 0.00% | 13 | 13 | — | $811 | 新建仓 |
| OMF | ONEMAIN HLDGS INC | $802 | 0.00% | 15 | 10 | 200.0% | $535 | 加仓 |
| QGEN | QIAGEN NV | $801 | 0.00% | 20 | 20 | — | $801 | 新建仓 |
| VMI | VALMONT INDS INC | $799 | 0.00% | 2 | 2 | — | $799 | 新建仓 |
| — | GLOBAL X FDS | $798 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $797 | 0.00% | 6 | 3 | 100.0% | $398 | 加仓 |
| CVE | CENOVUS ENERGY INC | $796 | 0.00% | 30 | 30 | — | $796 | 新建仓 |
| PTLO | PORTILLOS INC | $794 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| KGC | KINROSS GOLD CORP | $794 | 0.00% | 26 | 26 | — | $794 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $791 | 0.00% | 14 | 14 | — | $791 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $791 | 0.00% | 16 | 16 | — | $791 | 新建仓 |
| — | ALIGHT INC | $790 | 0.00% | 1,355 | 1,355 | — | $790 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $786 | 0.00% | 6 | 6 | — | $786 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $781 | 0.00% | 10 | 10 | — | $781 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $780 | 0.00% | 8 | 8 | — | $780 | 新建仓 |
| LCID | LUCID GROUP INC | $772 | 0.00% | 81 | -3 | -3.6% | -$29 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $768 | 0.00% | 67 | 67 | — | $768 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $767 | 0.00% | 14 | 14 | — | $767 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $762 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $759 | 0.00% | 10 | 5 | 100.0% | $380 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $756 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| OTEX | OPEN TEXT CORP | $756 | 0.00% | 34 | 34 | — | $756 | 新建仓 |
| ERIE | ERIE INDTY CO | $754 | 0.00% | 3 | 2 | 200.0% | $503 | 加仓 |
| DV | DOUBLEVERIFY HLDGS INC | $750 | 0.00% | 79 | 79 | — | $750 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $748 | 0.00% | 7 | -1 | -12.5% | -$107 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $747 | 0.00% | 3 | 1 | 50.0% | $249 | 加仓 |
| TLK | TELEKOMUNIKASI IND | $747 | 0.00% | 40 | 40 | — | $747 | 新建仓 |
| DEM | WISDOMTREE TR | $745 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $744 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DGRS | WISDOMTREE TR | $742 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $742 | 0.00% | 8 | 4 | 100.0% | $371 | 加仓 |
| WCLD | WISDOMTREE TR | $737 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| VC | VISTEON CORP | $729 | 0.00% | 8 | 8 | — | $729 | 新建仓 |
| SFD | SMITHFIELD FOODS INC | $727 | 0.00% | 26 | 26 | — | $727 | 新建仓 |
| FSLY | FASTLY INC | $726 | 0.00% | 25 | 25 | — | $726 | 新建仓 |
| CYTK | CYTOKINETICS INC | $725 | 0.00% | 11 | 11 | — | $725 | 新建仓 |
| VWOB | VANGUARD WHITEHALL FDS | $723 | 0.00% | 11 | 11 | — | $723 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $716 | 0.00% | 4 | -2 | -33.3% | -$358 | 减仓 |
| SWBI | SMITH &WESSON BRANDS INC | $716 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| OII | OCEANEERING INTL INC | $709 | 0.00% | 20 | 20 | — | $709 | 新建仓 |
| SVCO | SILVACO GROUP INC | $708 | 0.00% | 100 | 100 | — | $708 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $706 | 0.00% | 29 | -21 | -42.0% | -$511 | 减仓 |
| BEKE | KE HLDGS INC | $704 | 0.00% | 47 | 47 | — | $704 | 新建仓 |
| TXNM | TXNM ENERGY INC | $702 | 0.00% | 12 | 12 | — | $702 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $702 | 0.00% | 9 | 9 | — | $702 | 新建仓 |
| BALL | BALL CORP | $699 | 0.00% | 12 | 7 | 140.0% | $408 | 加仓 |
| — | CANOPY GROWTH CORPORATION | $698 | 0.00% | 735 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $696 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $691 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $691 | 0.00% | 2 | 2 | — | $691 | 新建仓 |
| IREN | IREN LIMITED | $686 | 0.00% | 20 | 20 | — | $686 | 新建仓 |
| IQDG | WISDOMTREE TR | $683 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $679 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| PSO | PEARSON PLC | $670 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $667 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $666 | 0.00% | 5 | 5 | — | $666 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $662 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $655 | 0.00% | 20 | 20 | — | $655 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $652 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $645 | 0.00% | 2 | 2 | — | $645 | 新建仓 |
| CLVT | CLARIVATE PLC | $640 | 0.00% | 253 | 61 | 31.8% | $154 | 加仓 |
| XBI | SPDR SERIES TRUST | $639 | 0.00% | 5 | -250 | -98.0% | -$3.19万 | 减仓 |
| TLN | TALEN ENERGY CORP | $638 | 0.00% | 2 | 2 | — | $638 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $637 | 0.00% | 5 | 5 | — | $637 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $636 | 0.00% | 3 | 2 | 200.0% | $424 | 加仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $633 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | INNOVIZ TECHNOLOGIES LTD | $632 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $621 | 0.00% | 25 | 25 | — | $621 | 新建仓 |
| — | PROASSURANCE CORP | $618 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC | $618 | 0.00% | 19 | 19 | — | $618 | 新建仓 |
| — | NANO DIMENSION LTD | $609 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $608 | 0.00% | 16 | 16 | — | $608 | 新建仓 |
| BRKR | BRUKER CORP | $607 | 0.00% | 17 | 14 | 466.7% | $500 | 加仓 |
| RWR | SPDR SERIES TRUST | $606 | 0.00% | 6 | 6 | — | $606 | 新建仓 |
| IDCC | INTERDIGITAL INC | $604 | 0.00% | 2 | 2 | — | $604 | 新建仓 |
| ETSY | ETSY INC | $600 | 0.00% | 12 | 12 | — | $600 | 新建仓 |
| SARO | STANDARDAERO INC | $594 | 0.00% | 23 | -42 | -64.6% | -$1,085 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $593 | 0.00% | 1 | -1 | -50.0% | -$593 | 减仓 |
| PAYS | PAYSIGN INC | $590 | 0.00% | 100 | 100 | — | $590 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $589 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $588 | 0.00% | 15 | -9 | -37.5% | -$353 | 减仓 |
| YETI | YETI HLDGS INC | $585 | 0.00% | 16 | 8 | 100.0% | $292 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $582 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $576 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $569 | 0.00% | 3 | 3 | — | $569 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $569 | 0.00% | 37 | 37 | — | $569 | 新建仓 |
| EXP | EAGLE MATLS INC | $568 | 0.00% | 3 | 3 | — | $568 | 新建仓 |
| TTC | TORO CO | $567 | 0.00% | 6 | 4 | 200.0% | $378 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $566 | 0.00% | 6 | 0 | 0.0% | — | 不变 |