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 |
|---|---|---|---|---|---|---|---|---|
| OSCR | OSCAR HEALTH INC | $287 | 0.00% | 25 | -1 | -3.8% | -$11 | 减仓 |
| CLH | CLEAN HARBORS INC | $287 | 0.00% | 1 | 1 | — | $287 | 新建仓 |
| COO | COOPER COS INC | $286 | 0.00% | 4 | 4 | — | $286 | 新建仓 |
| EVGO | EVGO INC | $284 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $281 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $279 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC | $279 | 0.00% | 10 | 4 | 66.7% | $112 | 加仓 |
| MZTI | MARZETTI COMPANY | $277 | 0.00% | 2 | 2 | — | $277 | 新建仓 |
| — | CINGULATE INC | $269 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $262 | 0.00% | 7 | 7 | — | $262 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $257 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $257 | 0.00% | 7 | 7 | — | $257 | 新建仓 |
| FND | FLOOR &DECOR HLDGS INC | $254 | 0.00% | 5 | -145 | -96.7% | -$7,366 | 减仓 |
| — | AMERICAN BITCOIN CORP. | $254 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SPIR | SPIRE GLOBAL INC | $252 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $251 | 0.00% | 11 | 9 | 450.0% | $205 | 加仓 |
| LAD | LITHIA MTRS INC | $250 | 0.00% | 1 | 1 | — | $250 | 新建仓 |
| CSGP | COSTAR GROUP INC | $242 | 0.00% | 6 | -12 | -66.7% | -$484 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $242 | 0.00% | 55 | 1 | 1.9% | $4 | 加仓 |
| AGCO | AGCO CORP | $232 | 0.00% | 2 | 2 | — | $232 | 新建仓 |
| REG | REGENCY CTRS CORP | $227 | 0.00% | 3 | 3 | — | $227 | 新建仓 |
| DEO | DIAGEO PLC | $223 | 0.00% | 3 | 3 | — | $223 | 新建仓 |
| EDIT | EDITAS MEDICINE INC | $222 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $219 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $219 | 0.00% | 24 | 24 | — | $219 | 新建仓 |
| EMBC | EMBECTA CORP | $212 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $205 | 0.00% | 1 | 1 | — | $205 | 新建仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $204 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $202 | 0.00% | 1 | 1 | — | $202 | 新建仓 |
| TKR | TIMKEN CO | $201 | 0.00% | 2 | 2 | — | $201 | 新建仓 |
| NTRA | NATERA INC | $200 | 0.00% | 1 | 1 | — | $200 | 新建仓 |
| FER | FERROVIAL SE | $195 | 0.00% | 3 | 3 | — | $195 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $195 | 0.00% | 1 | 1 | — | $195 | 新建仓 |
| PBF | PBF ENERGY INC | $190 | 0.00% | 4 | 4 | — | $190 | 新建仓 |
| CHYM | CHIME FINL INC | $187 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $187 | 0.00% | 7 | 7 | — | $187 | 新建仓 |
| CURV | TORRID HLDGS INC | $178 | 0.00% | 100 | 100 | — | $178 | 新建仓 |
| TEX | TEREX CORP NEW | $177 | 0.00% | 3 | 3 | — | $177 | 新建仓 |
| EXEL | EXELIXIS INC | $172 | 0.00% | 4 | -12 | -75.0% | -$516 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $171 | 0.00% | 5 | 5 | — | $171 | 新建仓 |
| — | BULLFROG AI HLDGS INC | $168 | 0.00% | 100 | 100 | — | $168 | 新建仓 |
| LAR | LITHIUM ARGENTINA AG | $167 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NCNO | NCINO INC | $165 | 0.00% | 11 | 11 | — | $165 | 新建仓 |
| TPG | TPG INC | $162 | 0.00% | 4 | 4 | — | $162 | 新建仓 |
| CAVA | CAVA GROUP INC | $162 | 0.00% | 2 | 2 | — | $162 | 新建仓 |
| — | ARRIVE AI INC | $159 | 0.00% | 200 | 100 | 100.0% | $80 | 加仓 |
| HRL | HORMEL FOODS CORP | $159 | 0.00% | 7 | 7 | — | $159 | 新建仓 |
| — | GATES INDL CORP PLC | $158 | 0.00% | 7 | 7 | — | $158 | 新建仓 |
| WING | WINGSTOP INC | $155 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | IMMUNIC INC | $155 | 0.00% | 140 | 90 | 180.0% | $100 | 加仓 |
| — | QORVO INC | $155 | 0.00% | 2 | 2 | — | $155 | 新建仓 |
| DVA | DAVITA INC | $154 | 0.00% | 1 | 1 | — | $154 | 新建仓 |
| RBRK | RUBRIK INC. | $147 | 0.00% | 3 | 3 | — | $147 | 新建仓 |
| — | DLH HLDGS CORP | $146 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FRHC | FREEDOM HOLDING CORP | $145 | 0.00% | 1 | 1 | — | $145 | 新建仓 |
| H | HYATT HOTELS CORP | $144 | 0.00% | 1 | 1 | — | $144 | 新建仓 |
| AMCX | AMC NETWORKS INC | $143 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $141 | 0.00% | 10 | 10 | — | $141 | 新建仓 |
| RH | RH | $140 | 0.00% | 1 | 1 | — | $140 | 新建仓 |
| KMX | CARMAX INC | $135 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $135 | 0.00% | 4 | 4 | — | $135 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $133 | 0.00% | 2 | 2 | — | $133 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $131 | 0.00% | 3 | 3 | — | $131 | 新建仓 |
| AMTM | AMENTUM HOLDINGS INC | $130 | 0.00% | 5 | 5 | — | $130 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $125 | 0.00% | 2 | 2 | — | $125 | 新建仓 |
| ZG | ZILLOW GROUP INC | $124 | 0.00% | 3 | 3 | — | $124 | 新建仓 |
| AMC | AMC ENTMT HLDGS INC | $122 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $120 | 0.00% | 3 | 3 | — | $120 | 新建仓 |
| TFX | TELEFLEX INCORPORATED | $120 | 0.00% | 1 | 1 | — | $120 | 新建仓 |
| — | SPRUCE POWER HOLDING CORP | $119 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NOVT | NOVANTA INC | $118 | 0.00% | 1 | 1 | — | $118 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $117 | 0.00% | 5 | 5 | — | $117 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $117 | 0.00% | 3 | 3 | — | $117 | 新建仓 |
| AUR | AURORA INNOVATION INC | $115 | 0.00% | 28 | 28 | — | $115 | 新建仓 |
| — | IBIO INC | $114 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| — | AMERICAN OUTDOOR BRANDS INC | $112 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | GROWGENERATION CORP | $110 | 0.00% | 100 | -2 | -2.0% | -$2 | 减仓 |
| ANF | ABERCROMBIE &FITCH CO | $107 | 0.00% | 1 | -2 | -66.7% | -$214 | 减仓 |
| CVLT | COMMVAULT SYS INC | $78 | 0.00% | 1 | 1 | — | $78 | 新建仓 |
| SFIX | STITCH FIX INC | $76 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| W | WAYFAIR INC | $75 | 0.00% | 1 | -2 | -66.7% | -$150 | 减仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $69 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $68 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $67 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $65 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $63 | 0.00% | 49 | 1 | 2.1% | $1 | 加仓 |
| DINO | HF SINCLAIR CORP | $62 | 0.00% | 1 | -29 | -96.7% | -$1,798 | 减仓 |
| — | SNDL INC | $62 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| — | SEMILEDS CORP | $56 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $56 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | EVOGENE LTD | $50 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $49 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $49 | 0.00% | 10 | 10 | — | $49 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC | $48 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $46 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $45 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $37 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $37 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $34 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | SANGAMO THERAPEUTICS INC | $31 | 0.00% | 125 | 0 | 0.0% | — | 不变 |