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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $30.37万 | 0.02% | 2,357 | -121 | -4.9% | -$1.56万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $30.27万 | 0.02% | 3,154 | -996 | -24.0% | -$9.56万 | 减仓 |
| IWB | ISHARES TR | $29.64万 | 0.02% | 831 | 15 | 1.8% | $5,350 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $29.63万 | 0.02% | 1,418 | -73 | -4.9% | -$1.53万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $28.70万 | 0.02% | 2,192 | 86 | 4.1% | $1.13万 | 加仓 |
| HEFA | ISHARES TR | $28.62万 | 0.02% | 6,734 | 6,734 | — | $28.62万 | 新建仓 |
| — | HONEYWELL INTL INC | $28.40万 | 0.02% | 1,256 | 34 | 2.8% | $7,688 | 加仓 |
| CCJ | CAMECO CORP | $28.35万 | 0.02% | 2,610 | -1,245 | -32.3% | -$13.52万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $28.21万 | 0.02% | 3,686 | 170 | 4.8% | $1.30万 | 加仓 |
| O | REALTY INCOME CORP | $27.95万 | 0.02% | 4,568 | -671 | -12.8% | -$4.11万 | 减仓 |
| LIN | LINDE PLC | $27.85万 | 0.02% | 563 | 92 | 19.5% | $4.55万 | 加仓 |
| MO | ALTRIA GROUP INC | $27.20万 | 0.02% | 4,124 | -315 | -7.1% | -$2.08万 | 减仓 |
| PFE | PFIZER INC | $26.99万 | 0.02% | 9,611 | 1,602 | 20.0% | $4.50万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $26.54万 | 0.02% | 2,586 | 182 | 7.6% | $1.87万 | 加仓 |
| NLR | VANECK ETF TRUST | $26.17万 | 0.02% | 1,964 | -3,688 | -65.3% | -$49.13万 | 减仓 |
| FLRT | PACER FDS TR | $25.96万 | 0.02% | 5,603 | 5,603 | — | $25.96万 | 新建仓 |
| HYGH | ISHARES U S ETF TR | $25.81万 | 0.02% | 3,015 | 3,015 | — | $25.81万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $25.78万 | 0.02% | 427 | 16 | 3.9% | $9,659 | 加仓 |
| — | NUSHARES ETF TR | $25.61万 | 0.02% | 7,120 | -3,841 | -35.0% | -$13.82万 | 减仓 |
| PFXF | VANECK ETF TRUST | $25.25万 | 0.02% | 14,394 | 14,394 | — | $25.25万 | 新建仓 |
| HYD | VANECK ETF TRUST | $25.15万 | 0.02% | 5,015 | -349 | -6.5% | -$1.75万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $25.05万 | 0.02% | 8,725 | 128 | 1.5% | $3,675 | 加仓 |
| ALL | ALLSTATE CORP | $25.04万 | 0.02% | 1,208 | 31 | 2.6% | $6,426 | 加仓 |
| MPC | MARATHON PETE CORP | $24.97万 | 0.02% | 1,023 | 51 | 5.2% | $1.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $24.95万 | 0.02% | 3,469 | 128 | 3.8% | $9,206 | 加仓 |
| CNI | CANADIAN NATL RY CO | $24.75万 | 0.02% | 2,408 | 8 | 0.3% | $822 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $24.74万 | 0.02% | 1,355 | 113 | 9.1% | $2.06万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $24.71万 | 0.02% | 9,869 | 760 | 8.3% | $1.90万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $24.70万 | 0.02% | 1,771 | 123 | 7.5% | $1.72万 | 加仓 |
| LOW | LOWES COS INC | $24.69万 | 0.02% | 1,046 | 52 | 5.2% | $1.23万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.49万 | 0.02% | 1,507 | 3 | 0.2% | $487 | 加仓 |
| EMB | ISHARES TR | $24.44万 | 0.02% | 2,601 | -404 | -13.4% | -$3.80万 | 减仓 |
| BLK | BLACKROCK INC | $24.39万 | 0.02% | 254 | -22 | -8.0% | -$2.11万 | 减仓 |
| SLV | ISHARES SILVER TR | $24.19万 | 0.02% | 3,550 | 379 | 12.0% | $2.58万 | 加仓 |
| SHEL | SHELL PLC | $24.11万 | 0.02% | 2,593 | -133 | -4.9% | -$1.24万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $23.77万 | 0.02% | 3,769 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $23.64万 | 0.02% | 1,232 | 649 | 111.3% | $12.46万 | 加仓 |
| QUAL | ISHARES TR | $23.61万 | 0.02% | 1,231 | -17 | -1.4% | -$3,260 | 减仓 |
| SDY | SPDR SERIES TRUST | $23.50万 | 0.02% | 1,610 | -23 | -1.4% | -$3,358 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $23.40万 | 0.02% | 524 | 38 | 7.8% | $1.70万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $23.34万 | 0.02% | 560 | 10 | 1.8% | $4,169 | 加仓 |
| SMLF | ISHARES TR | $23.10万 | 0.02% | 3,057 | 3,057 | — | $23.10万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $22.99万 | 0.02% | 1,392 | -472 | -25.3% | -$7.80万 | 减仓 |
| SHOP | SHOPIFY INC | $22.76万 | 0.02% | 1,919 | 28 | 1.5% | $3,321 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.64万 | 0.02% | 2,049 | -459 | -18.3% | -$5.07万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $22.49万 | 0.02% | 702 | 52 | 8.0% | $1.67万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $22.41万 | 0.02% | 3,130 | -35 | -1.1% | -$2,506 | 减仓 |
| IVW | ISHARES TR | $22.29万 | 0.02% | 1,970 | -27 | -1.4% | -$3,055 | 减仓 |
| IAU | ISHARES GOLD TR | $22.23万 | 0.02% | 2,522 | 702 | 38.6% | $6.19万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $22.02万 | 0.02% | 1,502 | -5 | -0.3% | -$733 | 减仓 |
| MGK | VANGUARD WORLD FD | $21.98万 | 0.02% | 598 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $21.73万 | 0.02% | 1,121 | -129 | -10.3% | -$2.50万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $21.67万 | 0.02% | 716 | 41 | 6.1% | $1.24万 | 加仓 |
| GARP | ISHARES TR | $21.63万 | 0.02% | 3,381 | 3,381 | — | $21.63万 | 新建仓 |
| GLW | CORNING INC | $21.58万 | 0.02% | 1,587 | 344 | 27.7% | $4.68万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $21.41万 | 0.02% | 5,032 | -789 | -13.6% | -$3.36万 | 减仓 |
| IDV | ISHARES TR | $21.37万 | 0.02% | 5,022 | -80 | -1.6% | -$3,405 | 减仓 |
| CTVA | CORTEVA INC | $21.22万 | 0.02% | 2,535 | 73 | 3.0% | $6,110 | 加仓 |
| AMT | AMERICAN TOWER CORP | $21.19万 | 0.02% | 1,228 | 27 | 2.2% | $4,660 | 加仓 |
| NEM | NEWMONT CORP | $20.97万 | 0.02% | 1,938 | 193 | 11.1% | $2.09万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $20.88万 | 0.02% | 1,669 | 0 | 0.0% | — | 不变 |
| BIBL | NORTHERN LTS FD TR IV | $20.73万 | 0.02% | 4,397 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.57万 | 0.02% | 677 | 29 | 4.5% | $8,813 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.53万 | 0.02% | 5,425 | 118 | 2.2% | $4,465 | 加仓 |
| — | ANGEL OAK FUNDS TRUST | $20.52万 | 0.02% | 23,695 | 23,695 | — | $20.52万 | 新建仓 |
| SPTL | SPDR SERIES TRUST | $20.47万 | 0.02% | 7,781 | 7,781 | — | $20.47万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $20.33万 | 0.02% | 3,472 | 221 | 6.8% | $1.29万 | 加仓 |
| ARTY | ISHARES TR | $20.31万 | 0.02% | 4,365 | -2,370 | -35.2% | -$11.03万 | 减仓 |
| NI | NISOURCE INC | $20.11万 | 0.02% | 4,310 | 50 | 1.2% | $2,333 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $20.03万 | 0.02% | 3,269 | 101 | 3.2% | $6,187 | 加仓 |
| MAIN | MAIN STR CAP CORP | $19.99万 | 0.02% | 3,775 | -2 | -0.1% | -$106 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $19.98万 | 0.02% | 432 | 0 | 0.0% | — | 不变 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $19.94万 | 0.02% | 5,508 | -3,052 | -35.7% | -$11.05万 | 减仓 |
| VICI | VICI PPTYS INC | $19.55万 | 0.01% | 7,154 | 168 | 2.4% | $4,590 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $19.50万 | 0.01% | 1,467 | 72 | 5.2% | $9,571 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $19.25万 | 0.01% | 768 | 72 | 10.3% | $1.80万 | 加仓 |
| DASH | DOORDASH INC | $19.19万 | 0.01% | 1,278 | -148 | -10.4% | -$2.22万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $19.14万 | 0.01% | 2,482 | 517 | 26.3% | $3.99万 | 加仓 |
| MTB | M &T BK CORP | $19.07万 | 0.01% | 923 | 15 | 1.7% | $3,098 | 加仓 |
| ONON | ON HLDG AG | $18.93万 | 0.01% | 5,565 | -1,589 | -22.2% | -$5.41万 | 减仓 |
| UNP | UNION PAC CORP | $18.88万 | 0.01% | 778 | 366 | 88.8% | $8.88万 | 加仓 |
| MET | METLIFE INC | $18.52万 | 0.01% | 2,618 | -771 | -22.8% | -$5.46万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $18.47万 | 0.01% | 3,557 | -174 | -4.7% | -$9,037 | 减仓 |
| NVS | NOVARTIS AG | $18.33万 | 0.01% | 1,200 | -289 | -19.4% | -$4.41万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $18.29万 | 0.01% | 875 | -11 | -1.2% | -$2,300 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $17.90万 | 0.01% | 19,963 | 1,909 | 10.6% | $1.71万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $17.82万 | 0.01% | 2,369 | -14 | -0.6% | -$1,053 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $17.76万 | 0.01% | 3,285 | 2,133 | 185.2% | $11.53万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $17.73万 | 0.01% | 7,430 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $17.68万 | 0.01% | 1,417 | 1,000 | 239.8% | $12.48万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $17.39万 | 0.01% | 1,780 | -643 | -26.5% | -$6.28万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $17.34万 | 0.01% | 5,601 | 10 | 0.2% | $310 | 加仓 |
| IGOV | ISHARES TR | $17.34万 | 0.01% | 4,223 | 948 | 28.9% | $3.89万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $17.30万 | 0.01% | 1,789 | -705 | -28.3% | -$6.82万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $17.29万 | 0.01% | 6,496 | 3,879 | 148.2% | $10.32万 | 加仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $17.28万 | 0.01% | 2,654 | 1,046 | 65.0% | $6.81万 | 加仓 |
| COP | CONOCOPHILLIPS | $17.28万 | 0.01% | 1,309 | 171 | 15.0% | $2.26万 | 加仓 |
| GDX | VANECK ETF TRUST | $17.17万 | 0.01% | 1,871 | -363 | -16.2% | -$3.33万 | 减仓 |
| IRM | IRON MTN INC DEL | $17.16万 | 0.01% | 1,680 | -70 | -4.0% | -$7,152 | 减仓 |
| ADI | ANALOG DEVICES INC | $17.07万 | 0.01% | 537 | 33 | 6.5% | $1.05万 | 加仓 |