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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $1,366 | 0.00% | 24 | 13 | 118.2% | $740 | 加仓 |
| MLI | MUELLER INDS INC | $1,352 | 0.00% | 11 | 7 | 175.0% | $860 | 加仓 |
| — | HYPERFINE INC | $1,350 | 0.00% | 1,000 | 1,000 | — | $1,350 | 新建仓 |
| AIZ | ASSURANT INC | $1,343 | 0.00% | 5 | -3 | -37.5% | -$806 | 减仓 |
| BTAL | AGF INVTS TR | $1,338 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $1,334 | 0.00% | 12 | 3 | 33.3% | $334 | 加仓 |
| MKSI | MKS INC. | $1,334 | 0.00% | 3 | 3 | — | $1,334 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $1,333 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $1,325 | 0.00% | 12 | -5 | -29.4% | -$552 | 减仓 |
| ULS | UL SOLUTIONS INC | $1,324 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $1,321 | 0.00% | 25 | 16 | 177.8% | $845 | 加仓 |
| LAZ | LAZARD INC | $1,300 | 0.00% | 31 | 8 | 34.8% | $335 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $1,299 | 0.00% | 13 | 8 | 160.0% | $799 | 加仓 |
| — | ELEVRA LITHIUM LTD | $1,295 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $1,292 | 0.00% | 43 | -46 | -51.7% | -$1,382 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $1,291 | 0.00% | 10 | 3 | 42.9% | $387 | 加仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1,289 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC | $1,278 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PBF | PBF ENERGY INC | $1,275 | 0.00% | 28 | 24 | 600.0% | $1,093 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,270 | 0.00% | 80 | -68 | -45.9% | -$1,080 | 减仓 |
| BURL | BURLINGTON STORES INC | $1,267 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $1,267 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $1,264 | 0.00% | 16 | 3 | 23.1% | $237 | 加仓 |
| — | GABELLI MULTIMEDIA TR INC | $1,263 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $1,262 | 0.00% | 128 | 69 | 116.9% | $680 | 加仓 |
| HDB | HDFC BANK LTD | $1,259 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $1,254 | 0.00% | 18 | 17 | 1,700.0% | $1,184 | 加仓 |
| ATR | APTARGROUP INC | $1,252 | 0.00% | 10 | 10 | — | $1,252 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $1,245 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $1,242 | 0.00% | 10 | 10 | — | $1,242 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $1,240 | 0.00% | 4 | -4 | -50.0% | -$1,240 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $1,234 | 0.00% | 2 | 2 | — | $1,234 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $1,229 | 0.00% | 9 | 5 | 125.0% | $683 | 加仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $1,224 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ARKF | ARK ETF TR | $1,223 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ESNT | ESSENT GROUP LTD | $1,221 | 0.00% | 19 | 19 | — | $1,221 | 新建仓 |
| VNO | VORNADO RLTY TR | $1,218 | 0.00% | 31 | 13 | 72.2% | $511 | 加仓 |
| VGNT | VERSIGENT PLC | $1,218 | 0.00% | 29 | 29 | — | $1,218 | 新建仓 |
| OII | OCEANEERING INTL INC | $1,216 | 0.00% | 30 | 10 | 50.0% | $405 | 加仓 |
| BBY | BEST BUY INC | $1,214 | 0.00% | 16 | -12 | -42.9% | -$910 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,209 | 0.00% | 31 | 12 | 63.2% | $468 | 加仓 |
| GDDY | GODADDY INC | $1,188 | 0.00% | 14 | -7 | -33.3% | -$594 | 减仓 |
| TPB | TURNING PT BRANDS INC | $1,187 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $1,186 | 0.00% | 23 | 23 | — | $1,186 | 新建仓 |
| — | PROSHARES TR | $1,180 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | TRUBRIDGE INC | $1,179 | 0.00% | 45 | 45 | — | $1,179 | 新建仓 |
| — | PLDT INC | $1,174 | 0.00% | 67 | -21 | -23.9% | -$368 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1,174 | 0.00% | 15 | 6 | 66.7% | $470 | 加仓 |
| SSL | SASOL LTD | $1,169 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| CNA | CNA FINL CORP | $1,167 | 0.00% | 24 | -118 | -83.1% | -$5,738 | 减仓 |
| ESS | ESSEX PPTY TR INC | $1,166 | 0.00% | 4 | -3 | -42.9% | -$874 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $1,165 | 0.00% | 13 | 10 | 333.3% | $896 | 重新持有 |
| TEM | TEMPUS AI INC | $1,159 | 0.00% | 20 | -4 | -16.7% | -$232 | 减仓 |
| LIVN | LIVANOVA PLC | $1,151 | 0.00% | 14 | 6 | 75.0% | $493 | 加仓 |
| ALLY | ALLY FINL INC | $1,149 | 0.00% | 25 | 10 | 66.7% | $460 | 加仓 |
| LII | LENNOX INTL INC | $1,146 | 0.00% | 2 | -1 | -33.3% | -$573 | 减仓 |
| PUK | PRUDENTIAL PLC | $1,143 | 0.00% | 43 | -78 | -64.5% | -$2,073 | 减仓 |
| IEF | ISHARES TR | $1,135 | 0.00% | 12 | -29 | -70.7% | -$2,743 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1,134 | 0.00% | 350 | 350 | — | $1,134 | 新建仓 |
| TRP | TC ENERGY CORP | $1,127 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PSI | INVESCO EXCHANGE TRADED FD T | $1,127 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| HAE | HAEMONETICS CORP MASS | $1,125 | 0.00% | 15 | 15 | — | $1,125 | 新建仓 |
| FN | FABRINET | $1,124 | 0.00% | 2 | 1 | 100.0% | $562 | 加仓 |
| PATH | UIPATH INC | $1,109 | 0.00% | 102 | -20 | -16.4% | -$217 | 减仓 |
| BSY | BENTLEY SYS INC | $1,106 | 0.00% | 37 | -25 | -40.3% | -$747 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $1,100 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $1,096 | 0.00% | 11 | 4 | 57.1% | $399 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $1,095 | 0.00% | 15 | 15 | — | $1,095 | 新建仓 |
| CBT | CABOT CORP | $1,090 | 0.00% | 12 | 1 | 9.1% | $91 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,089 | 0.00% | 12 | 12 | — | $1,089 | 新建仓 |
| AOS | SMITH A O CORP | $1,087 | 0.00% | 17 | 2 | 13.3% | $128 | 加仓 |
| HQY | HEALTHEQUITY INC | $1,084 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $1,059 | 0.00% | 25 | -3 | -10.7% | -$127 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $1,059 | 0.00% | 6 | 1 | 20.0% | $176 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $1,052 | 0.00% | 20 | 20 | — | $1,052 | 新建仓 |
| INGR | INGREDION INC | $1,042 | 0.00% | 11 | 11 | — | $1,042 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $1,040 | 0.00% | 73 | 73 | — | $1,040 | 新建仓 |
| — | VANECK ETF TRUST | $1,039 | 0.00% | 47 | 1 | 2.2% | $22 | 加仓 |
| XSOE | WISDOMTREE TR | $1,033 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1,023 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1,022 | 0.00% | 52 | -69 | -57.0% | -$1,356 | 减仓 |
| TKR | TIMKEN CO | $1,017 | 0.00% | 7 | 5 | 250.0% | $726 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,015 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $1,012 | 0.00% | 6 | -6 | -50.0% | -$1,012 | 减仓 |
| J | JACOBS SOLUTIONS INC | $1,008 | 0.00% | 8 | 3 | 60.0% | $378 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $1,007 | 0.00% | 48 | 48 | — | $1,007 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $1,006 | 0.00% | 56 | 21 | 60.0% | $377 | 加仓 |
| DLS | WISDOMTREE TR | $1,005 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| LINE | LINEAGE INC | $995 | 0.00% | 23 | 3 | 15.0% | $130 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $994 | 0.00% | 13 | 1 | 8.3% | $76 | 加仓 |
| SSNC | SS&C TECH HLDGS | $993 | 0.00% | 16 | 11 | 220.0% | $683 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $990 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| COLM | COLUMBIA SPORTSWEAR CO | $989 | 0.00% | 16 | 2 | 14.3% | $124 | 加仓 |
| ATI | ATI INC | $986 | 0.00% | 5 | 5 | — | $986 | 新建仓 |
| — | BEAMR IMAGING LTD | $980 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $980 | 0.00% | 7 | 4 | 133.3% | $560 | 加仓 |
| RKT | ROCKET COS INC | $977 | 0.00% | 62 | -21 | -25.3% | -$331 | 减仓 |
| DOCS | DOXIMITY INC | $975 | 0.00% | 47 | -52 | -52.5% | -$1,079 | 减仓 |
| — | GLOBAL X FDS | $966 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $965 | 0.00% | 34 | -71 | -67.6% | -$2,015 | 减仓 |