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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | $92.13万 | 0.06% | 12,560 | 1,906 | 17.9% | $13.98万 | 加仓 |
| SHYG | ISHARES TR | $91.82万 | 0.06% | 21,650 | -502,127 | -95.9% | -$2,129.52万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $91.79万 | 0.06% | 9,830 | -2,529 | -20.5% | -$23.62万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $90.99万 | 0.06% | 943 | 7 | 0.7% | $6,754 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $90.96万 | 0.06% | 7,796 | -34 | -0.4% | -$3,967 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $90.37万 | 0.06% | 28,498 | -544 | -1.9% | -$1.72万 | 减仓 |
| WM | WASTE MGMT INC DEL | $89.69万 | 0.06% | 4,024 | -311 | -7.2% | -$6.93万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $89.01万 | 0.06% | 1,864 | 68 | 3.8% | $3.25万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $88.84万 | 0.06% | 12,961 | -1,309 | -9.2% | -$8.97万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $87.50万 | 0.06% | 21,718 | 533 | 2.5% | $2.15万 | 加仓 |
| MRK | MERCK & CO INC | $87.14万 | 0.06% | 6,781 | 501 | 8.0% | $6.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $86.75万 | 0.06% | 5,233 | 110 | 2.1% | $1.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.48万 | 0.06% | 2,441 | 645 | 35.9% | $22.85万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $86.36万 | 0.06% | 34,312 | 636 | 1.9% | $1.60万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $86.00万 | 0.06% | 34,088 | 5,028 | 17.3% | $12.69万 | 加仓 |
| EWY | ISHARES INC | $85.87万 | 0.06% | 4,253 | 273 | 6.9% | $5.51万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $84.58万 | 0.06% | 9,625 | 5,939 | 161.1% | $52.19万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $83.90万 | 0.06% | 17,243 | -3,850 | -18.3% | -$18.73万 | 减仓 |
| MCK | MCKESSON CORP | $83.67万 | 0.06% | 1,107 | 51 | 4.8% | $3.85万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $82.23万 | 0.06% | 21,607 | -7,563 | -25.9% | -$28.78万 | 减仓 |
| HDV | ISHARES TR | $81.93万 | 0.06% | 29,891 | 876 | 3.0% | $2.40万 | 加仓 |
| HYGH | ISHARES U S ETF TR | $81.79万 | 0.06% | 9,443 | 6,428 | 213.2% | $55.67万 | 加仓 |
| FLRT | PACER FDS TR | $81.78万 | 0.06% | 17,538 | 11,935 | 213.0% | $55.65万 | 加仓 |
| DIS | DISNEY WALT CO | $81.07万 | 0.06% | 8,423 | 317 | 3.9% | $3.05万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $80.97万 | 0.06% | 89,671 | 89,671 | — | $80.97万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $80.25万 | 0.06% | 6,609 | 0 | 0.0% | — | 不变 |
| PFXF | VANECK ETF TRUST | $79.64万 | 0.05% | 44,640 | 30,246 | 210.1% | $53.96万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $78.54万 | 0.05% | 1,029 | -7 | -0.7% | -$5,343 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $78.20万 | 0.05% | 8,491 | 704 | 9.0% | $6.48万 | 加仓 |
| IEMG | ISHARES INC | $77.05万 | 0.05% | 9,301 | 2,147 | 30.0% | $17.79万 | 加仓 |
| PEP | PEPSICO INC | $76.63万 | 0.05% | 5,659 | 2,293 | 68.1% | $31.05万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $76.33万 | 0.05% | 2,519 | 24 | 1.0% | $7,272 | 加仓 |
| SPGI | S&P GLOBAL INC | $75.90万 | 0.05% | 1,864 | -44 | -2.3% | -$1.79万 | 减仓 |
| DON | WISDOMTREE TR | $75.85万 | 0.05% | 13,420 | -927 | -6.5% | -$5.24万 | 减仓 |
| EFX | EQUIFAX INC | $75.72万 | 0.05% | 4,771 | -3 | -0.1% | -$476 | 减仓 |
| SHLD | GLOBAL X FDS | $75.30万 | 0.05% | 12,611 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $74.88万 | 0.05% | 4,942 | 5 | 0.1% | $758 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $74.46万 | 0.05% | 13,917 | -3,071 | -18.1% | -$16.43万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $73.79万 | 0.05% | 2,164 | 1,203 | 125.2% | $41.02万 | 加仓 |
| BN | BROOKFIELD CORP | $72.62万 | 0.05% | 17,052 | 890 | 5.5% | $3.79万 | 加仓 |
| GEV | GE VERNOVA INC | $71.33万 | 0.05% | 607 | 55 | 10.0% | $6.46万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $70.68万 | 0.05% | 8,944 | -5,092 | -36.3% | -$40.24万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $69.97万 | 0.05% | 31,238 | -10,154 | -24.5% | -$22.75万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $69.19万 | 0.05% | 14,671 | 1 | 0.0% | $47 | 加仓 |
| NUE | NUCOR CORP | $68.40万 | 0.05% | 3,071 | 273 | 9.8% | $6.08万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $68.05万 | 0.05% | 2,383 | -1,274 | -34.8% | -$36.38万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $67.61万 | 0.05% | 26,063 | 5,264 | 25.3% | $13.65万 | 加仓 |
| GE | GE AEROSPACE | $67.58万 | 0.05% | 1,808 | 78 | 4.5% | $2.92万 | 加仓 |
| T | AT&T INC | $66.90万 | 0.05% | 32,317 | 4,888 | 17.8% | $10.12万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $65.92万 | 0.05% | 7,079 | 918 | 14.9% | $8.55万 | 加仓 |
| NFLX | NETFLIX INC. | $65.71万 | 0.05% | 9,202 | 1,126 | 13.9% | $8.04万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $65.19万 | 0.04% | 24,852 | 17,071 | 219.4% | $44.78万 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $65.03万 | 0.04% | 75,353 | 51,658 | 218.0% | $44.58万 | 加仓 |
| DLN | WISDOMTREE TR | $64.72万 | 0.04% | 6,719 | -70 | -1.0% | -$6,742 | 减仓 |
| MELI | MERCADOLIBRE INC | $62.85万 | 0.04% | 370 | 9 | 2.5% | $1.53万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $62.50万 | 0.04% | 7,463 | -2,452 | -24.7% | -$20.54万 | 减仓 |
| VPU | VANGUARD WORLD FD | $59.38万 | 0.04% | 3,034 | -151 | -4.7% | -$2.96万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $59.38万 | 0.04% | 1,429 | -726 | -33.7% | -$30.17万 | 减仓 |
| SO | SOUTHERN CO | $59.12万 | 0.04% | 6,177 | 700 | 12.8% | $6.70万 | 加仓 |
| INTC | INTEL CORP | $58.19万 | 0.04% | 4,167 | 896 | 27.4% | $12.51万 | 加仓 |
| ASML | ASML HLDG NV | $58.03万 | 0.04% | 292 | 37 | 14.5% | $7.35万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $57.29万 | 0.04% | 11,328 | -455 | -3.9% | -$2.30万 | 减仓 |
| VV | VANGUARD INDEX FDS | $57.19万 | 0.04% | 1,663 | 0 | 0.0% | — | 不变 |
| USHY | ISHARES TR | $57.14万 | 0.04% | 15,434 | 987 | 6.8% | $3.65万 | 加仓 |
| — | EA SERIES TRUST | $57.00万 | 0.04% | 15,694 | 3,243 | 26.0% | $11.78万 | 加仓 |
| KO | COCA COLA CO | $56.36万 | 0.04% | 6,935 | 485 | 7.5% | $3.94万 | 加仓 |
| STT | STATE STR CORP | $55.96万 | 0.04% | 3,299 | 462 | 16.3% | $7.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $55.93万 | 0.04% | 553 | 28 | 5.3% | $2.83万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $55.41万 | 0.04% | 4,181 | -15 | -0.4% | -$1,988 | 减仓 |
| CME | CME GROUP INC | $55.24万 | 0.04% | 2,501 | 1,029 | 69.9% | $22.73万 | 加仓 |
| VHT | VANGUARD WORLD FD | $54.84万 | 0.04% | 1,834 | 0 | 0.0% | — | 不变 |
| SMLF | ISHARES TR | $54.11万 | 0.04% | 6,070 | 3,013 | 98.6% | $26.86万 | 加仓 |
| USMV | ISHARES TR | $54.04万 | 0.04% | 5,603 | 146 | 2.7% | $1.41万 | 加仓 |
| GLW | CORNING INC | $54.00万 | 0.04% | 2,114 | 527 | 33.2% | $13.46万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $53.97万 | 0.04% | 12,336 | -2,250 | -15.4% | -$9.84万 | 减仓 |
| KLAC | KLA CORP | $53.90万 | 0.04% | 1,787 | 1,217 | 213.5% | $36.71万 | 加仓 |
| DVY | ISHARES TR | $53.33万 | 0.04% | 3,412 | 1,023 | 42.8% | $15.99万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $51.76万 | 0.04% | 1,568 | -564 | -26.5% | -$18.62万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $51.44万 | 0.04% | 5,861 | -20 | -0.3% | -$1,755 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $50.85万 | 0.03% | 21,003 | -246 | -1.2% | -$5,956 | 减仓 |
| IGIB | ISHARES TR | $50.43万 | 0.03% | 9,484 | -1,195 | -11.2% | -$6.35万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $49.36万 | 0.03% | 4,148 | -1,226 | -22.8% | -$14.59万 | 减仓 |
| VGT | VANGUARD WORLD FD | $48.80万 | 0.03% | 4,083 | -733 | -15.2% | -$8.76万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $48.62万 | 0.03% | 1,059 | 192 | 22.1% | $8.82万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $46.47万 | 0.03% | 5,956 | -316,296 | -98.2% | -$2,467.87万 | 减仓 |
| PAVE | GLOBAL X FDS | $46.21万 | 0.03% | 7,843 | 53 | 0.7% | $3,123 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $46.16万 | 0.03% | 1,858 | 177 | 10.5% | $4.40万 | 加仓 |
| IWM | ISHARES TR | $46.15万 | 0.03% | 1,536 | -237 | -13.4% | -$7.12万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $45.95万 | 0.03% | 4,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $45.78万 | 0.03% | 2,478 | 121 | 5.1% | $2.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $45.18万 | 0.03% | 3,156 | -82 | -2.5% | -$1.17万 | 减仓 |
| IWR | ISHARES TR | $44.70万 | 0.03% | 4,052 | -713 | -15.0% | -$7.86万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $44.00万 | 0.03% | 5,428 | 118 | 2.2% | $9,566 | 加仓 |
| EQIX | EQUINIX INC | $43.92万 | 0.03% | 421 | 347 | 468.9% | $36.20万 | 加仓 |
| BA | BOEING CO | $43.62万 | 0.03% | 2,015 | -15 | -0.7% | -$3,247 | 减仓 |
| IJH | ISHARES TR | $43.27万 | 0.03% | 5,612 | 441 | 8.5% | $3.40万 | 加仓 |
| GARP | ISHARES TR | $42.48万 | 0.03% | 5,146 | 1,765 | 52.2% | $14.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $42.48万 | 0.03% | 1,426 | 29 | 2.1% | $8,639 | 加仓 |
| SPYV | SPDR SERIES TRUST | $42.29万 | 0.03% | 6,957 | -992 | -12.5% | -$6.03万 | 减仓 |
| NOBL | PROSHARES TR | $41.85万 | 0.03% | 7,451 | -5,763 | -43.6% | -$32.37万 | 减仓 |