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 |
|---|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC | $85.97万 | 0.06% | 4,774 | 9 | 0.2% | $1,621 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $85.80万 | 0.06% | 14,270 | -4,110 | -22.4% | -$24.71万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $85.03万 | 0.06% | 21,185 | -1,233 | -5.5% | -$4.95万 | 减仓 |
| FTNT | FORTINET INC | $83.55万 | 0.06% | 10,224 | -2,308 | -18.4% | -$18.86万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $83.48万 | 0.06% | 33,676 | -253 | -0.7% | -$6,272 | 减仓 |
| — | SELECT SECTOR SPDR TR | $82.19万 | 0.06% | 29,060 | 29,060 | — | $82.19万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $81.18万 | 0.06% | 1,908 | -313 | -14.1% | -$13.32万 | 减仓 |
| T | AT&T INC | $79.51万 | 0.06% | 27,429 | -1,510 | -5.2% | -$4.38万 | 减仓 |
| TJX | TJX COS INC NEW | $78.85万 | 0.06% | 4,937 | 160 | 3.3% | $2.56万 | 加仓 |
| BAC | BANK AMERICA CORP | $78.78万 | 0.06% | 16,160 | -1,035 | -6.0% | -$5.05万 | 减仓 |
| HDV | ISHARES TR | $78.75万 | 0.06% | 5,803 | -257 | -4.2% | -$3.49万 | 减仓 |
| DIS | DISNEY WALT CO | $78.12万 | 0.06% | 8,106 | 42 | 0.5% | $4,048 | 加仓 |
| NFLX | NETFLIX INC. | $77.63万 | 0.06% | 8,076 | 300 | 3.9% | $2.88万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $76.14万 | 0.06% | 3,657 | -376 | -9.3% | -$7.83万 | 减仓 |
| MRK | MERCK &CO INC | $75.55万 | 0.06% | 6,280 | 243 | 4.0% | $2.92万 | 加仓 |
| DON | WISDOMTREE TR | $75.37万 | 0.06% | 14,347 | -2,291 | -13.8% | -$12.04万 | 减仓 |
| AIPO | TIDAL TRUST II | $74.78万 | 0.06% | 29,960 | 29,960 | — | $74.78万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $74.45万 | 0.06% | 9,915 | -2,386 | -19.4% | -$17.92万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $71.88万 | 0.05% | 7,787 | -1,570 | -16.8% | -$14.49万 | 减仓 |
| NOBL | PROSHARES TR | $70.04万 | 0.05% | 6,607 | 14 | 0.2% | $1,484 | 加仓 |
| INTF | ISHARES TR | $69.82万 | 0.05% | 17,922 | 17,922 | — | $69.82万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $68.04万 | 0.05% | 14,670 | -13 | -0.1% | -$603 | 减仓 |
| BN | BROOKFIELD CORP | $65.41万 | 0.05% | 16,162 | -3,808 | -19.1% | -$15.41万 | 减仓 |
| VPU | VANGUARD WORLD FD | $63.09万 | 0.05% | 3,185 | -197 | -5.8% | -$3.90万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.95万 | 0.05% | 3,096 | 1,037 | 50.4% | $21.08万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $62.85万 | 0.05% | 20,799 | 3,218 | 18.3% | $9.72万 | 加仓 |
| MELI | MERCADOLIBRE INC | $62.42万 | 0.05% | 361 | 27 | 8.1% | $4.67万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $62.22万 | 0.05% | 2,132 | 95 | 4.7% | $2.77万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $61.70万 | 0.05% | 1,796 | 1 | 0.1% | $344 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $61.67万 | 0.05% | 6,609 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $60.86万 | 0.05% | 2,848 | 596 | 26.5% | $12.74万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $60.69万 | 0.05% | 1,796 | 94 | 5.5% | $3.18万 | 加仓 |
| DLN | WISDOMTREE TR | $60.64万 | 0.05% | 6,789 | 70 | 1.0% | $6,253 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $59.99万 | 0.05% | 10,654 | 6 | 0.1% | $338 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $59.62万 | 0.04% | 11,783 | -1,117 | -8.7% | -$5.65万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $59.27万 | 0.04% | 2,495 | 178 | 7.7% | $4.23万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.39万 | 0.04% | 2,155 | -6 | -0.3% | -$1,626 | 减仓 |
| IGIB | ISHARES TR | $56.85万 | 0.04% | 10,679 | -1,511 | -12.4% | -$8.04万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $56.75万 | 0.04% | 4,196 | 199 | 5.0% | $2.69万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $55.36万 | 0.04% | 3,373 | 130 | 4.0% | $2.13万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $54.68万 | 0.04% | 14,586 | 11 | 0.1% | $412 | 加仓 |
| NEE | NEXTERA ENERGY INC | $54.63万 | 0.04% | 5,881 | 732 | 14.2% | $6.80万 | 加仓 |
| CSCO | CISCO SYS INC | $53.84万 | 0.04% | 6,940 | -300 | -4.1% | -$2.33万 | 减仓 |
| USHY | ISHARES TR | $53.22万 | 0.04% | 14,447 | -1,464 | -9.2% | -$5.39万 | 减仓 |
| SO | SOUTHERN CO | $52.86万 | 0.04% | 5,477 | -445 | -7.5% | -$4.29万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $52.63万 | 0.04% | 5,374 | -2,074 | -27.8% | -$20.31万 | 减仓 |
| PEP | PEPSICO INC | $52.26万 | 0.04% | 3,366 | 612 | 22.2% | $9.50万 | 加仓 |
| USMV | ISHARES TR | $50.60万 | 0.04% | 5,457 | -17 | -0.3% | -$1,576 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $50.58万 | 0.04% | 6,161 | 6,161 | — | $50.58万 | 新建仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $50.38万 | 0.04% | 21,249 | -116 | -0.5% | -$2,750 | 减仓 |
| VHT | VANGUARD WORLD FD | $49.95万 | 0.04% | 1,834 | -1 | -0.1% | -$272 | 减仓 |
| IEMG | ISHARES INC | $49.90万 | 0.04% | 7,154 | -322 | -4.3% | -$2.25万 | 减仓 |
| VV | VANGUARD INDEX FDS | $49.69万 | 0.04% | 1,663 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $49.08万 | 0.04% | 1,730 | 75 | 4.5% | $2.13万 | 加仓 |
| KO | COCA COLA CO | $49.04万 | 0.04% | 6,450 | 508 | 8.5% | $3.86万 | 加仓 |
| EWY | ISHARES INC | $48.96万 | 0.04% | 3,980 | 3,980 | — | $48.96万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $48.83万 | 0.04% | 12,366 | -4,393 | -26.2% | -$17.35万 | 减仓 |
| GEV | GE VERNOVA INC | $48.24万 | 0.04% | 552 | 57 | 11.5% | $4.98万 | 加仓 |
| SMH | VANECK ETF TRUST | $47.38万 | 0.04% | 1,235 | 48 | 4.0% | $1.84万 | 加仓 |
| NUE | NUCOR CORP | $47.33万 | 0.04% | 2,798 | -931 | -25.0% | -$15.75万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.93万 | 0.04% | 1,681 | -401 | -19.3% | -$11.19万 | 减仓 |
| IWR | ISHARES TR | $46.35万 | 0.03% | 4,765 | -1,285 | -21.2% | -$12.50万 | 减仓 |
| — | EA SERIES TRUST | $45.38万 | 0.03% | 12,451 | 12,451 | — | $45.38万 | 新建仓 |
| IXUS | ISHARES TR | $45.29万 | 0.03% | 5,228 | -2,998 | -36.4% | -$25.97万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $44.97万 | 0.03% | 7,949 | -2,030 | -20.3% | -$11.48万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.43万 | 0.03% | 525 | -49 | -8.5% | -$4.15万 | 减仓 |
| IWM | ISHARES TR | $43.98万 | 0.03% | 1,773 | -444 | -20.0% | -$11.01万 | 减仓 |
| CME | CME GROUP INC | $43.48万 | 0.03% | 1,472 | -402 | -21.5% | -$11.88万 | 减仓 |
| EMR | EMERSON ELEC CO | $42.41万 | 0.03% | 3,238 | -431 | -11.7% | -$5.65万 | 减仓 |
| VGT | VANGUARD WORLD FD | $42.07万 | 0.03% | 602 | -205 | -25.4% | -$14.33万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $42.05万 | 0.03% | 867 | -90 | -9.4% | -$4.36万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $41.90万 | 0.03% | 16,913 | -2,726 | -13.9% | -$6.75万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $41.60万 | 0.03% | 902 | -168 | -15.7% | -$7.75万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $40.45万 | 0.03% | 1,036 | -9 | -0.9% | -$3,514 | 减仓 |
| BA | BOEING CO | $40.42万 | 0.03% | 2,030 | -31 | -1.5% | -$6,172 | 减仓 |
| PAVE | GLOBAL X FDS | $39.58万 | 0.03% | 7,790 | 4,665 | 149.3% | $23.70万 | 加仓 |
| ETN | EATON CORP PLC | $38.85万 | 0.03% | 1,086 | -126 | -10.4% | -$4.51万 | 减仓 |
| SHY | ISHARES TR | $38.02万 | 0.03% | 4,605 | 517 | 12.6% | $4.27万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.82万 | 0.03% | 872 | 27 | 3.2% | $1.17万 | 加仓 |
| AON | AON PLC | $37.67万 | 0.03% | 1,167 | 24 | 2.1% | $7,747 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $37.46万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $36.68万 | 0.03% | 936 | 22 | 2.4% | $8,621 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $36.27万 | 0.03% | 5,310 | -164 | -3.0% | -$1.12万 | 减仓 |
| DVY | ISHARES TR | $36.17万 | 0.03% | 2,389 | 20 | 0.8% | $3,028 | 加仓 |
| STT | STATE STR CORP | $35.91万 | 0.03% | 2,837 | 68 | 2.5% | $8,607 | 加仓 |
| SEIC | SEI INVTS CO | $35.78万 | 0.03% | 4,560 | 23 | 0.5% | $1,805 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $35.62万 | 0.03% | 5,873 | 90 | 1.6% | $5,459 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $35.57万 | 0.03% | 14,172 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $34.92万 | 0.03% | 5,171 | 235 | 4.8% | $1.59万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $34.84万 | 0.03% | 10,572 | -5,772 | -35.3% | -$19.02万 | 减仓 |
| ASML | ASML HLDG NV | $33.77万 | 0.03% | 255 | 18 | 7.6% | $2.38万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $33.41万 | 0.03% | 38,271 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $33.31万 | 0.03% | 1,252 | 72 | 6.1% | $1.92万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.73万 | 0.02% | 4,354 | 6 | 0.1% | $451 | 加仓 |
| RACE | FERRARI N V | $32.22万 | 0.02% | 952 | 70 | 7.9% | $2.37万 | 加仓 |
| ORCL | ORACLE CORP | $31.67万 | 0.02% | 2,152 | -134 | -5.9% | -$1.97万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $31.58万 | 0.02% | 6,732 | 78 | 1.2% | $3,659 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $31.50万 | 0.02% | 963 | 23 | 2.4% | $7,524 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $31.39万 | 0.02% | 12,285 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $30.99万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |