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 |
|---|---|---|---|---|---|---|---|---|
| — | PETMED EXPRESS INC | $0 | 0.00% | 0 | -100 | -100.0% | -$320 | 清仓 |
| PPC | PILGRIMS PRIDE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GULF IS FABRICATION INC | $0 | 0.00% | 0 | -25 | -100.0% | -$299 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$273 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -30 | -100.0% | -$255 | 清仓 |
| — | INTELLIGENT BIO SOLUTIONS IN | $0 | 0.00% | 0 | -25 | -100.0% | -$238 | 清仓 |
| — | CUREVAC N V | $0 | 0.00% | 0 | -50 | -100.0% | -$226 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$204 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -25 | -100.0% | -$172 | 清仓 |
| — | AUTOZI INTERNET TECHNOLOGY G | $0 | 0.00% | 0 | -50 | -100.0% | -$156 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -16 | -100.0% | -$144 | 清仓 |
| APPN | APPIAN CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$142 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$140 | 清仓 |
| UFOX | ETF SER SOLUTIONS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PALI | PALISADE BIO INC | $0 | 0.00% | 0 | -50 | -100.0% | -$118 | 清仓 |
| — | MICROBOT MED INC | $0 | 0.00% | 0 | -50 | -100.0% | -$100 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$99 | 清仓 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$98 | 清仓 |
| — | OUTLOOK THERAPEUTICS INC | $0 | 0.00% | 0 | -59 | -100.0% | -$93 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -50 | -100.0% | -$90 | 清仓 |
| — | HARVARD BIOSCIENCE INC | $0 | 0.00% | 0 | -100 | -100.0% | -$67 | 清仓 |
| — | FISCALNOTE HOLDINGS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$66 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -1 | -100.0% | -$66 | 清仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$62 | 清仓 |
| BAND | BANDWIDTH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$62 | 清仓 |
| ZUMZ | ZUMIEZ INC | $0 | 0.00% | 0 | -2 | -100.0% | -$52 | 清仓 |
| COHU | COHU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGIH | LGI HOMES INC | $0 | 0.00% | 0 | -1 | -100.0% | -$43 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$35 | 清仓 |
| MITK | MITEK SYS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$32 | 清仓 |
| CPER | UNITED STS COMMODITY INDEX F | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| GSIE | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -1 | -100.0% | -$31 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -4 | -100.0% | -$28 | 清仓 |
| PUBM | PUBMATIC INC | $0 | 0.00% | 0 | -3 | -100.0% | -$27 | 清仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $0 | 0.00% | 0 | -10 | -100.0% | -$24 | 清仓 |
| — | NUBURU INC | $0 | 0.00% | 0 | -50 | -100.0% | -$8 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| BMBL | BUMBLE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$7 | 清仓 |
| — | WORKHORSE GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | AIMEI HEALTH TECHNOLOGY CO L | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | EKSO BIONICS HLDGS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | STARFIGHTERS SPACE INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | AMC ROBOTICS CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ALEANNA INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ROBIN ENERGY LTD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |