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 |
|---|---|---|---|---|---|---|---|---|
| — | LIBERTY BROADBAND CORP | $166 | 0.00% | 5 | 5 | — | $166 | 新建仓 |
| RH | RH | $165 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $165 | 0.00% | 1 | 1 | — | $165 | 新建仓 |
| NOVT | NOVANTA INC | $162 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $162 | 0.00% | 1 | 1 | — | $162 | 新建仓 |
| LOAR | LOAR HOLDINGS INC | $161 | 0.00% | 2 | -5 | -71.4% | -$402 | 减仓 |
| — | OCCIDENTAL PETE CORP | $160 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $160 | 0.00% | 1 | 1 | — | $160 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $159 | 0.00% | 15 | 15 | — | $159 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $157 | 0.00% | 3 | -4 | -57.1% | -$209 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $157 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| XRX | XEROX HOLDINGS CORP | $155 | 0.00% | 50 | 1 | 2.0% | $3 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $155 | 0.00% | 14 | 14 | — | $155 | 新建仓 |
| EMBC | EMBECTA CORP | $153 | 0.00% | 47 | 23 | 95.8% | $75 | 加仓 |
| GH | GUARDANT HEALTH INC | $150 | 0.00% | 1 | -18 | -94.7% | -$2,700 | 减仓 |
| TREX | TREX INC | $150 | 0.00% | 3 | 3 | — | $150 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| PVH | PVH CORPORATION | $149 | 0.00% | 2 | 2 | — | $149 | 新建仓 |
| — | GROWGENERATION CORP | $148 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $146 | 0.00% | 10 | -15 | -60.0% | -$219 | 减仓 |
| TRU | TRANSUNION | $144 | 0.00% | 2 | -5 | -71.4% | -$360 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $143 | 0.00% | 2 | 2 | — | $143 | 新建仓 |
| — | AMERICAN OUTDOOR BRANDS INC | $141 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $140 | 0.00% | 1 | -5 | -83.3% | -$700 | 减仓 |
| — | ADVISORSHARES TR | $139 | 0.00% | 48 | 48 | — | $139 | 新建仓 |
| G | GENPACT LIMITED | $138 | 0.00% | 5 | 5 | — | $138 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $137 | 0.00% | 0 | -1 | -100.0% | -$380 | 清仓 |
| INGM | INGRAM MICRO HLDG CORP | $137 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $137 | 0.00% | 6 | 6 | — | $137 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $133 | 0.00% | 3 | 3 | — | $133 | 新建仓 |
| — | DLH HLDGS CORP | $131 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $127 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $121 | 0.00% | 1 | 1 | — | $121 | 新建仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $120 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $119 | 0.00% | 3 | 3 | — | $119 | 新建仓 |
| STNE | STONECO LTD | $108 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $105 | 0.00% | 4 | -12 | -75.0% | -$315 | 减仓 |
| — | IBIO INC | $105 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC | $95 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $90 | 0.00% | 1 | 1 | — | $90 | 新建仓 |
| POST | POST HLDGS INC | $88 | 0.00% | 1 | 1 | — | $88 | 新建仓 |
| — | ARRIVE AI INC | $86 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CERT | CERTARA INC | $85 | 0.00% | 13 | -52 | -80.0% | -$340 | 减仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $81 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $77 | 0.00% | 1 | 1 | — | $77 | 新建仓 |
| — | SPRUCE POWER HOLDING CORP | $75 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | SEMILEDS CORP | $75 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $74 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GDRX | GOODRX HLDGS INC | $72 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $65 | 0.00% | 1 | 1 | — | $65 | 新建仓 |
| — | SNDL INC | $63 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| NXDT | NEXPOINT DIVERSIFIED REL ET | $62 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | HARVARD BIOSCIENCE INC | $62 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | CHARGEPOINT HOLDINGS INC | $59 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $53 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | RESOURCES CONNECTION INC | $51 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $51 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CARDIO DIAGNOSTICS HOLDGS IN | $35 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| — | WW INTL INC | $32 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | EVOGENE LTD | $29 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $24 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $23 | 0.00% | 0 | -348 | -100.0% | -$2.26万 | 清仓 |
| GNW | GENWORTH FINL INC | $19 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $18 | 0.00% | 1 | -10 | -90.9% | -$180 | 减仓 |
| — | BIGBEAR AI HLDGS INC | $16 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | AQUA METALS INC | $14 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ASAN | ASANA INC | $14 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $10 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| — | ORION PROPERTIES INC | $9 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $8 | 0.00% | 0 | 0 | — | -$8 | 清仓 |
| — | GLOBAL X FDS | $8 | 0.00% | 0 | 0 | — | -$6 | 清仓 |
| — | XEROX HOLDINGS CORP | $7 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $6 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | GEN DIGITAL INC | $6 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | CARPARTS COM INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | LEIFRAS CO LTD | $5 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $3 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| — | IQSTEL INC | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $1 | 0.00% | 0 | -67 | -100.0% | -$1,270 | 清仓 |
| — | NUBURU INC | $1 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $0 | 0.00% | 0 | -6,734 | -100.0% | -$28.62万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -3,130 | -100.0% | -$22.41万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -6,837 | -100.0% | -$14.28万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -7,010 | -100.0% | -$6.23万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -799 | -100.0% | -$6.04万 | 清仓 |
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -955 | -100.0% | -$4.58万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -1,537 | -100.0% | -$3.98万 | 清仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $0 | 0.00% | 0 | -688 | -100.0% | -$3.45万 | 清仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $0 | 0.00% | 0 | -2,459 | -100.0% | -$3.43万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,100 | -100.0% | -$3.39万 | 清仓 |
| PTRB | PGIM ETF TR | $0 | 0.00% | 0 | -644 | -100.0% | -$2.67万 | 清仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -550 | -100.0% | -$2.53万 | 清仓 |
| REET | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.52万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -299 | -100.0% | -$2.31万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -300 | -100.0% | -$2.19万 | 清仓 |
| AVLV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -261 | -100.0% | -$2.11万 | 清仓 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -84 | -100.0% | -$1.82万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -451 | -100.0% | -$1.60万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -424 | -100.0% | -$1.56万 | 清仓 |