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 |
|---|---|---|---|---|---|---|---|---|
| MZTI | MARZETTI COMPANY | $685 | 0.00% | 6 | 4 | 200.0% | $457 | 加仓 |
| MTN | VAIL RESORTS INC | $681 | 0.00% | 5 | 5 | — | $681 | 新建仓 |
| — | ZENATECH INC | $675 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| XENE | XENON PHARMACEUTICALS INC | $664 | 0.00% | 11 | 11 | — | $664 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $662 | 0.00% | 6 | 6 | — | $662 | 新建仓 |
| TRLV | TRULIEVE CANNABIS CORP | $659 | 0.00% | 67 | 67 | — | $659 | 新建仓 |
| SLAB | SILICON LABORATORIES INC | $656 | 0.00% | 3 | -1 | -25.0% | -$219 | 减仓 |
| BNT | BROOKFIELD WEALTH SOL LTD | $653 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $648 | 0.00% | 95 | 67 | 239.3% | $457 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $645 | 0.00% | 10 | -3 | -23.1% | -$194 | 减仓 |
| CACC | CREDIT ACCEP CORP MICH | $637 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $632 | 0.00% | 2 | -6 | -75.0% | -$1,896 | 减仓 |
| STLA | STELLANTIS N.V | $631 | 0.00% | 110 | 54 | 96.4% | $310 | 重新持有 |
| SWX | SOUTHWEST GAS HLDGS INC | $621 | 0.00% | 7 | 7 | — | $621 | 新建仓 |
| — | TWO HARBORS INVENTMENT CORPO | $621 | 0.00% | 50 | 50 | — | $621 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $620 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| REYN | REYNOLDS CONSUMER PRODS INC | $618 | 0.00% | 23 | 23 | — | $618 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $608 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $604 | 0.00% | 20 | 20 | — | $604 | 新建仓 |
| UPST | UPSTART HLDGS INC | $602 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $587 | 0.00% | 2 | 2 | — | $587 | 新建仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $585 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PLGO | PELAGOS INS CAP LTD | $584 | 0.00% | 24 | 24 | — | $584 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $580 | 0.00% | 16 | 16 | — | $580 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $576 | 0.00% | 20 | 9 | 81.8% | $259 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $571 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RBRK | RUBRIK INC. | $562 | 0.00% | 7 | 4 | 133.3% | $321 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $559 | 0.00% | 5 | 5 | — | $559 | 新建仓 |
| GME | GAMESTOP CORP | $552 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $551 | 0.00% | 33 | -1,665 | -98.1% | -$2.78万 | 重新持有 |
| NTRA | NATERA INC | $543 | 0.00% | 2 | 1 | 100.0% | $272 | 加仓 |
| HIW | HIGHWOODS PPTYS INC | $543 | 0.00% | 18 | 18 | — | $543 | 新建仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $543 | 0.00% | 24 | 24 | — | $543 | 新建仓 |
| LCID | LUCID GROUP INC | $542 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $541 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| NTB | BANK OF N T BUTTERFIELD & SO | $536 | 0.00% | 9 | 9 | — | $536 | 新建仓 |
| R | RYDER SYS INC | $528 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | NANO DIMENSION LTD | $519 | 0.00% | 358 | 0 | 0.0% | — | 不变 |
| FFIN | FIRST FINL BANKSHARES INC | $519 | 0.00% | 15 | 15 | — | $519 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $509 | 0.00% | 30 | 30 | — | $509 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $509 | 0.00% | 25 | 25 | — | $509 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $501 | 0.00% | 7 | 7 | — | $501 | 新建仓 |
| DCI | DONALDSON INC | $499 | 0.00% | 6 | 1 | 20.0% | $83 | 加仓 |
| — | PLUTONIAN ACQUISITION CORP I | $498 | 0.00% | 50 | 50 | — | $498 | 新建仓 |
| — | NUVALENT INC | $494 | 0.00% | 4 | 4 | — | $494 | 新建仓 |
| ENPH | ENPHASE ENERGY INC | $492 | 0.00% | 10 | 10 | — | $492 | 新建仓 |
| WTMF | WISDOMTREE TR | $490 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| FRME | FIRST MERCHANTS CORP | $481 | 0.00% | 11 | 11 | — | $481 | 新建仓 |
| CUZ | COUSINS PPTYS INC | $480 | 0.00% | 16 | 16 | — | $480 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $476 | 0.00% | 4 | 4 | — | $476 | 新建仓 |
| BNL | BROADSTONE NET LEASE INC | $475 | 0.00% | 23 | 23 | — | $475 | 新建仓 |
| OLN | OLIN CORP | $471 | 0.00% | 24 | 24 | — | $471 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $468 | 0.00% | 9 | -29 | -76.3% | -$1,508 | 减仓 |
| ENS | ENERSYS | $468 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $462 | 0.00% | 103 | -33 | -24.3% | -$148 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $460 | 0.00% | 13 | 13 | — | $460 | 新建仓 |
| FSLY | FASTLY INC | $459 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WTPI | WISDOMTREE TR | $459 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | VIRNETX HLDG CORP | $457 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $456 | 0.00% | 13 | 3 | 30.0% | $105 | 加仓 |
| OSS | ONE STOP SYS INC | $455 | 0.00% | 25 | 25 | — | $455 | 新建仓 |
| VIA | VIA TRANSN INC | $454 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| EXP | EAGLE MATLS INC | $450 | 0.00% | 2 | -1 | -33.3% | -$225 | 减仓 |
| WERN | WERNER ENTERPRISES INC | $450 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $448 | 0.00% | 15 | 15 | — | $448 | 新建仓 |
| LEN/B | LENNAR CORP | $444 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | EVE HLDG INC | $439 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $430 | 0.00% | 14 | -20 | -58.8% | -$614 | 减仓 |
| THG | HANOVER INS GROUP INC | $428 | 0.00% | 2 | 2 | — | $428 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $426 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| SSD | SIMPSON MFG INC | $419 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $416 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $415 | 0.00% | 192 | -61 | -24.1% | -$132 | 减仓 |
| KEX | KIRBY CORP | $408 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TKO | TKO GROUP HOLDINGS INC | $403 | 0.00% | 2 | 1 | 100.0% | $202 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $403 | 0.00% | 27 | 27 | — | $403 | 新建仓 |
| FNB | F N B CORP | $401 | 0.00% | 21 | 21 | — | $401 | 新建仓 |
| GLNG | GOLAR LNG LTD | $399 | 0.00% | 8 | 8 | — | $399 | 新建仓 |
| TTC | TORO CO | $397 | 0.00% | 4 | -2 | -33.3% | -$198 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $397 | 0.00% | 37 | 37 | — | $397 | 新建仓 |
| TRNO | TERRENO RLTY CORP | $396 | 0.00% | 6 | 6 | — | $396 | 新建仓 |
| ASH | ASHLAND INC | $395 | 0.00% | 6 | 6 | — | $395 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $394 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $391 | 0.00% | 5 | -250 | -98.0% | -$1.96万 | 减仓 |
| PSMT | PRICESMART INC | $391 | 0.00% | 2 | 2 | — | $391 | 新建仓 |
| — | GOPRO INC | $389 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $388 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| SIGI | SELECTIVE INS GROUP INC | $388 | 0.00% | 4 | 4 | — | $388 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $385 | 0.00% | 15 | 15 | — | $385 | 新建仓 |
| TLN | TALEN ENERGY CORP | $384 | 0.00% | 1 | -1 | -50.0% | -$384 | 减仓 |
| QS | QUANTUMSCAPE CORP | $378 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $377 | 0.00% | 1 | 1 | — | $377 | 新建仓 |
| — | GOLDMINING INC | $375 | 0.00% | 413 | -3,097 | -88.2% | -$2,812 | 减仓 |
| SPIR | SPIRE GLOBAL INC | $372 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CR CO | $372 | 0.00% | 100 | 100 | — | $372 | 新建仓 |
| W | WAYFAIR INC | $370 | 0.00% | 4 | 3 | 300.0% | $278 | 加仓 |
| CRC | CALIFORNIA RES CORP | $370 | 0.00% | 7 | 7 | — | $370 | 新建仓 |
| COHU | COHU INC | $370 | 0.00% | 5 | 3 | 150.0% | $222 | 重新持有 |
| FRT | FEDERAL RLTY INVT TR NEW | $370 | 0.00% | 3 | 3 | — | $370 | 新建仓 |
| REXR | REXFORD INDL RLTY INC | $369 | 0.00% | 11 | 11 | — | $369 | 新建仓 |