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 |
|---|---|---|---|---|---|---|---|---|
| ANRO | ALTO NEUROSCIENCE INC | $562 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $557 | 0.00% | 4 | 4 | — | $557 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $555 | 0.00% | 3 | 3 | — | $555 | 新建仓 |
| PRGO | PERRIGO CO PLC | $548 | 0.00% | 51 | 51 | — | $548 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $546 | 0.00% | 8 | 7 | 700.0% | $478 | 加仓 |
| RBC | RBC BEARINGS INC | $543 | 0.00% | 1 | 1 | — | $543 | 新建仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $536 | 0.00% | 25 | 25 | — | $536 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $532 | 0.00% | 59 | 51 | 637.5% | $460 | 加仓 |
| FN | FABRINET | $522 | 0.00% | 1 | 1 | — | $522 | 新建仓 |
| — | SCHWAB STRATEGIC TR | $520 | 0.00% | 10 | 10 | — | $520 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $514 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| — | VIRNETX HLDG CORP | $508 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $508 | 0.00% | 8 | 8 | — | $508 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $506 | 0.00% | 3 | 3 | — | $506 | 新建仓 |
| BKLC | BNY MELLON ETF TRUST | $499 | 0.00% | 4 | 4 | — | $499 | 新建仓 |
| DUOL | DUOLINGO INC | $493 | 0.00% | 5 | 5 | — | $493 | 新建仓 |
| WH | WYNDHAM HOTELS &RESORTS INC | $487 | 0.00% | 6 | 6 | — | $487 | 新建仓 |
| ADT | ADT INC DEL | $486 | 0.00% | 74 | 74 | — | $486 | 新建仓 |
| TRU | TRANSUNION | $484 | 0.00% | 7 | 7 | — | $484 | 新建仓 |
| LEA | LEAR CORP | $484 | 0.00% | 4 | 4 | — | $484 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $481 | 0.00% | 3 | 3 | — | $481 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $480 | 0.00% | 10 | -1,602 | -99.4% | -$7.69万 | 减仓 |
| WTMF | WISDOMTREE TR | $476 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CLNE | CLEAN ENERGY FUELS CORP | $476 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $474 | 0.00% | 25 | 15 | 150.0% | $284 | 加仓 |
| RGEN | REPLIGEN CORP | $471 | 0.00% | 4 | 4 | — | $471 | 新建仓 |
| TECH | BIO-TECHNE CORP | $470 | 0.00% | 9 | 9 | — | $470 | 新建仓 |
| AVTR | AVANTOR INC | $470 | 0.00% | 60 | 60 | — | $470 | 新建仓 |
| LKQ | LKQ CORP | $470 | 0.00% | 16 | 16 | — | $470 | 新建仓 |
| GEF | GREIF INC | $469 | 0.00% | 7 | 7 | — | $469 | 新建仓 |
| VNO | VORNADO RLTY TR | $468 | 0.00% | 18 | 18 | — | $468 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $463 | 0.00% | 5 | 5 | — | $463 | 新建仓 |
| AGNC | AGNC INVT CORP | $461 | 0.00% | 46 | 46 | — | $461 | 新建仓 |
| WEN | WENDYS CO | $459 | 0.00% | 66 | 66 | — | $459 | 新建仓 |
| PCN | PIMCO CORPORATE &INCM STRG | $457 | 0.00% | 38 | -305 | -88.9% | -$3,668 | 减仓 |
| GTLB | GITLAB INC | $455 | 0.00% | 21 | 21 | — | $455 | 新建仓 |
| KRC | KILROY REALTY CORP | $451 | 0.00% | 16 | 16 | — | $451 | 新建仓 |
| — | ARK ETF TR | $450 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON &CO | $449 | 0.00% | 75 | 75 | — | $449 | 新建仓 |
| WTPI | WISDOMTREE TR | $447 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $446 | 0.00% | 11 | 11 | — | $446 | 新建仓 |
| FIGS | FIGS INC | $443 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $443 | 0.00% | 4 | 4 | — | $443 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $439 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $436 | 0.00% | 6 | 6 | — | $436 | 新建仓 |
| UPST | UPSTART HLDGS INC | $435 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| — | EVE HLDG INC | $434 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $433 | 0.00% | 23 | -57 | -71.2% | -$1,073 | 减仓 |
| SON | SONOCO PRODS CO | $433 | 0.00% | 8 | 8 | — | $433 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $430 | 0.00% | 12 | 12 | — | $430 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $426 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | COFFEE HLDG CO INC | $425 | 0.00% | 100 | 100 | — | $425 | 新建仓 |
| DCI | DONALDSON INC | $424 | 0.00% | 5 | -8 | -61.5% | -$678 | 减仓 |
| AR | ANTERO RESOURCES CORP | $423 | 0.00% | 10 | 4 | 66.7% | $169 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $423 | 0.00% | 1 | 1 | — | $423 | 新建仓 |
| LEN/B | LENNAR CORP | $421 | 0.00% | 5 | 5 | — | $421 | 新建仓 |
| — | CREATIVE MEDIA &CMNTY TR | $420 | 0.00% | 683 | 683 | — | $420 | 新建仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $418 | 0.00% | 9 | 9 | — | $418 | 新建仓 |
| SOC | SABLE OFFSHORE CORP | $413 | 0.00% | 25 | 25 | — | $413 | 新建仓 |
| R | RYDER SYS INC | $409 | 0.00% | 2 | 2 | — | $409 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $401 | 0.00% | 7 | 7 | — | $401 | 新建仓 |
| KEX | KIRBY CORP | $399 | 0.00% | 3 | 3 | — | $399 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $398 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $393 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $392 | 0.00% | 6 | 6 | — | $392 | 新建仓 |
| AN | AUTONATION INC | $391 | 0.00% | 2 | 2 | — | $391 | 新建仓 |
| CNX | CNX RES CORP | $386 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | GOPRO INC | $385 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BOKF | BOK FINL CORP | $384 | 0.00% | 3 | 3 | — | $384 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $383 | 0.00% | 3 | 3 | — | $383 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $380 | 0.00% | 1 | 1 | — | $380 | 新建仓 |
| CHE | CHEMED CORP NEW | $378 | 0.00% | 1 | 1 | — | $378 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $377 | 0.00% | 2 | 2 | — | $377 | 新建仓 |
| VIA | VIA TRANSN INC | $375 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $370 | 0.00% | 65 | 45 | 225.0% | $256 | 加仓 |
| SLG | SL GREEN RLTY CORP | $369 | 0.00% | 10 | 10 | — | $369 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $368 | 0.00% | 5 | 5 | — | $368 | 新建仓 |
| — | TOPBUILD COR | $351 | 0.00% | 1 | 1 | — | $351 | 新建仓 |
| SNN | SMITH &NEPHEW PLC | $349 | 0.00% | 11 | 1 | 10.0% | $32 | 加仓 |
| ENS | ENERSYS | $347 | 0.00% | 2 | 2 | — | $347 | 新建仓 |
| SSD | SIMPSON MFG INC | $343 | 0.00% | 2 | 2 | — | $343 | 新建仓 |
| GPGI | GPGI INC | $342 | 0.00% | 20 | 8 | 66.7% | $137 | 加仓 |
| RUN | SUNRUN INC | $339 | 0.00% | 25 | -10 | -28.6% | -$136 | 减仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $338 | 0.00% | 30 | 30 | — | $338 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $338 | 0.00% | 5 | 5 | — | $338 | 新建仓 |
| MORN | MORNINGSTAR INC | $338 | 0.00% | 2 | 2 | — | $338 | 新建仓 |
| AI | C3 AI INC | $328 | 0.00% | 39 | -1 | -2.5% | -$8 | 减仓 |
| INSM | INSMED INC | $328 | 0.00% | 2 | 2 | — | $328 | 新建仓 |
| MSA | MSA SAFETY INC | $328 | 0.00% | 2 | 2 | — | $328 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $322 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $322 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KRMN | KARMAN HLDGS INC | $320 | 0.00% | 4 | 4 | — | $320 | 新建仓 |
| QS | QUANTUMSCAPE CORP | $319 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WERN | WERNER ENTERPRISES INC | $302 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | SYSTEM1 INC | $302 | 0.00% | 100 | 100 | — | $302 | 新建仓 |
| ELE | ELEMENTAL RTY CORP | $301 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $298 | 0.00% | 3 | 1 | 50.0% | $99 | 加仓 |
| — | BLINK CHARGING CO | $297 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $294 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| WTS | WATTS WATER TECHNOLOGIES INC | $290 | 0.00% | 1 | 1 | — | $290 | 新建仓 |