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 |
|---|---|---|---|---|---|---|---|---|
| SCHP | SCHWAB STRATEGIC TR | $41.66万 | 0.03% | 15,722 | 9,226 | 142.0% | $24.45万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $41.04万 | 0.03% | 14,172 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $40.84万 | 0.03% | 5,041 | 1,223 | 32.0% | $9.91万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $40.74万 | 0.03% | 4,522 | 168 | 3.9% | $1.51万 | 加仓 |
| SEIC | SEI INVTS CO | $40.05万 | 0.03% | 4,566 | 6 | 0.1% | $526 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $40.00万 | 0.03% | 1,006 | 104 | 11.5% | $4.13万 | 加仓 |
| AON | AON PLC | $39.14万 | 0.03% | 1,180 | 13 | 1.1% | $4,312 | 加仓 |
| TXN | TEXAS INSTRS INC | $38.12万 | 0.03% | 1,279 | 158 | 14.1% | $4.71万 | 加仓 |
| OUST | OUSTER INC | $38.09万 | 0.03% | 6,093 | 1,413 | 30.2% | $8.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $37.14万 | 0.03% | 1,949 | 482 | 32.9% | $9.19万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $36.83万 | 0.03% | 14,801 | -2,112 | -12.5% | -$5.25万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $36.76万 | 0.03% | 2,904 | 712 | 32.5% | $9.01万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $36.74万 | 0.03% | 1,253 | 1,161 | 1,262.0% | $34.04万 | 加仓 |
| IXUS | ISHARES TR | $36.49万 | 0.03% | 3,823 | -1,405 | -26.9% | -$13.41万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $36.27万 | 0.02% | 979 | 16 | 1.7% | $5,927 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $36.12万 | 0.02% | 12,285 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $35.97万 | 0.02% | 866 | -6 | -0.7% | -$2,492 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $35.29万 | 0.02% | 1,492 | 52 | 3.6% | $1.23万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $35.16万 | 0.02% | 5,891 | 2,606 | 79.3% | $15.56万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $35.03万 | 0.02% | 6,927 | 6,919 | 86,487.5% | $34.99万 | 重新持有 |
| ECL | ECOLAB INC | $34.87万 | 0.02% | 1,252 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $34.36万 | 0.02% | 5,964 | 91 | 1.5% | $5,243 | 加仓 |
| CCJ | CAMECO CORP | $33.92万 | 0.02% | 3,330 | 720 | 27.6% | $7.33万 | 加仓 |
| ORCL | ORACLE CORP | $33.68万 | 0.02% | 2,298 | 146 | 6.8% | $2.14万 | 加仓 |
| AGG | ISHARES TR | $32.21万 | 0.02% | 3,254 | 1,724 | 112.7% | $17.06万 | 加仓 |
| DASH | DOORDASH INC | $31.16万 | 0.02% | 1,689 | 411 | 32.2% | $7.58万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $30.79万 | 0.02% | 1,288 | 1,224 | 1,912.5% | $29.26万 | 加仓 |
| LIN | LINDE PLC | $30.60万 | 0.02% | 590 | 27 | 4.8% | $1.40万 | 加仓 |
| MO | ALTRIA GROUP INC | $30.51万 | 0.02% | 4,241 | 117 | 2.8% | $8,417 | 加仓 |
| IVW | ISHARES TR | $29.98万 | 0.02% | 2,180 | 210 | 10.7% | $2.89万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $29.87万 | 0.02% | 892 | 124 | 16.1% | $4.15万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $29.74万 | 0.02% | 839 | 218 | 35.1% | $7.73万 | 加仓 |
| QUAL | ISHARES TR | $29.68万 | 0.02% | 1,353 | 122 | 9.9% | $2.68万 | 加仓 |
| IWB | ISHARES TR | $29.54万 | 0.02% | 721 | -110 | -13.2% | -$4.51万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.52万 | 0.02% | 1,471 | 116 | 8.6% | $2.33万 | 加仓 |
| ALL | ALLSTATE CORP | $29.22万 | 0.02% | 1,228 | 20 | 1.7% | $4,760 | 加仓 |
| CNI | CANADIAN NATL RY CO | $29.19万 | 0.02% | 2,448 | 40 | 1.7% | $4,770 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $29.12万 | 0.02% | 6,364 | -6,002 | -48.5% | -$27.46万 | 减仓 |
| MDYG | SPDR SERIES TRUST | $28.81万 | 0.02% | 2,570 | -584 | -18.5% | -$6.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $28.56万 | 0.02% | 1,714 | 1,514 | 757.0% | $25.23万 | 加仓 |
| SNDK | SANDISK CORP | $28.51万 | 0.02% | 125 | 57 | 83.8% | $13.00万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $28.07万 | 0.02% | 7,740 | -2,832 | -26.8% | -$10.27万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $27.91万 | 0.02% | 1,444 | 52 | 3.7% | $1.01万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $27.78万 | 0.02% | 38,271 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $27.49万 | 0.02% | 3,769 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.03万 | 0.02% | 544 | 20 | 3.8% | $9,938 | 加仓 |
| RACE | FERRARI N V | $26.70万 | 0.02% | 717 | -235 | -24.7% | -$8.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $26.65万 | 0.02% | 1,042 | 19 | 1.9% | $4,859 | 加仓 |
| EMB | ISHARES TR | $26.31万 | 0.02% | 2,728 | 127 | 4.9% | $1.22万 | 加仓 |
| MGK | VANGUARD WORLD FD | $26.29万 | 0.02% | 2,991 | 1 | 0.0% | $88 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $26.25万 | 0.02% | 6,752 | 20 | 0.3% | $778 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.24万 | 0.02% | 534 | -26 | -4.6% | -$1.28万 | 减仓 |
| O | REALTY INCOME CORP | $26.18万 | 0.02% | 4,226 | -342 | -7.5% | -$2.12万 | 减仓 |
| MUB | ISHARES TR | $26.15万 | 0.02% | 2,429 | 1,625 | 202.1% | $17.49万 | 加仓 |
| HYD | VANECK ETF TRUST | $25.83万 | 0.02% | 5,015 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $25.75万 | 0.02% | 1,052 | 51 | 5.1% | $1.25万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $25.57万 | 0.02% | 5,189 | 157 | 3.1% | $7,738 | 加仓 |
| BLK | BLACKROCK INC | $25.51万 | 0.02% | 265 | 11 | 4.3% | $1.06万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $24.91万 | 0.02% | 737 | 21 | 2.9% | $7,099 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $24.81万 | 0.02% | 1,231 | -187 | -13.2% | -$3.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $24.75万 | 0.02% | 1,560 | 58 | 3.9% | $9,202 | 加仓 |
| VXUS | VANGUARD STAR FDS | $24.71万 | 0.02% | 2,890 | 1,452 | 101.0% | $12.41万 | 加仓 |
| SDY | SPDR SERIES TRUST | $24.51万 | 0.02% | 1,610 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $24.38万 | 0.02% | 896 | 118 | 15.2% | $3.21万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $24.31万 | 0.02% | 2,679 | 93 | 3.6% | $8,438 | 加仓 |
| AIQ | GLOBAL X FDS | $24.30万 | 0.02% | 3,704 | 592 | 19.0% | $3.88万 | 加仓 |
| ARTY | ISHARES TR | $24.27万 | 0.02% | 3,186 | -1,179 | -27.0% | -$8.98万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $24.18万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $24.00万 | 0.02% | 459 | 27 | 6.2% | $1.41万 | 加仓 |
| MTB | M & T BK CORP | $23.98万 | 0.02% | 1,007 | 84 | 9.1% | $2.00万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.97万 | 0.02% | 470 | 43 | 10.1% | $2.19万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $23.68万 | 0.02% | 1,669 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $23.54万 | 0.02% | 2,782 | 164 | 6.3% | $1.39万 | 加仓 |
| PFE | PFIZER INC | $23.49万 | 0.02% | 9,754 | 143 | 1.5% | $3,443 | 加仓 |
| GILD | GILEAD SCIENCES INC | $23.45万 | 0.02% | 1,856 | 85 | 4.8% | $1.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $23.43万 | 0.02% | 3,248 | -221 | -6.4% | -$1.59万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $23.04万 | 0.02% | 875 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $22.98万 | 0.02% | 1,345 | 1,345 | — | $22.98万 | 新建仓 |
| NLR | VANECK ETF TRUST | $22.78万 | 0.02% | 1,965 | 1 | 0.1% | $116 | 加仓 |
| LOW | LOWES COS INC | $22.76万 | 0.02% | 1,032 | -14 | -1.3% | -$3,088 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.54万 | 0.02% | 1,807 | -242 | -11.8% | -$3.02万 | 减仓 |
| — | NUSHARES ETF TR | $22.40万 | 0.02% | 5,179 | -1,941 | -27.3% | -$8.40万 | 减仓 |
| CVS | CVS HEALTH CORP | $22.31万 | 0.02% | 2,157 | 264 | 13.9% | $2.73万 | 加仓 |
| SLV | ISHARES SILVER TR | $21.87万 | 0.02% | 4,091 | 541 | 15.2% | $2.89万 | 加仓 |
| IRM | IRON MTN INC DEL | $21.57万 | 0.01% | 1,708 | 28 | 1.7% | $3,536 | 加仓 |
| SHOP | SHOPIFY INC | $21.56万 | 0.01% | 1,889 | -30 | -1.6% | -$3,425 | 减仓 |
| AMT | AMERICAN TOWER CORP | $21.43万 | 0.01% | 1,310 | 82 | 6.7% | $1.34万 | 加仓 |
| CTVA | CORTEVA INC | $21.33万 | 0.01% | 2,519 | -16 | -0.6% | -$1,355 | 减仓 |
| CMCSA | COMCAST CORP NEW | $21.30万 | 0.01% | 8,675 | -50 | -0.6% | -$1,228 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.17万 | 0.01% | 1,546 | 39 | 2.6% | $5,342 | 加仓 |
| IDV | ISHARES TR | $21.01万 | 0.01% | 5,070 | 48 | 1.0% | $1,989 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $21.00万 | 0.01% | 3,380 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $20.87万 | 0.01% | 2,943 | 289 | 10.9% | $2.05万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.69万 | 0.01% | 5,612 | 11 | 0.2% | $406 | 加仓 |
| APH | AMPHENOL CORP | $20.66万 | 0.01% | 1,172 | 294 | 33.5% | $5.18万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.39万 | 0.01% | 5,546 | 121 | 2.2% | $4,448 | 加仓 |
| SYK | STRYKER CORPORATION | $20.23万 | 0.01% | 642 | 299 | 87.2% | $9.42万 | 加仓 |
| NI | NISOURCE INC | $20.14万 | 0.01% | 4,235 | -75 | -1.7% | -$3,566 | 减仓 |
| MINT | PIMCO ETF TR | $20.12万 | 0.01% | 1,996 | 1,000 | 100.4% | $10.08万 | 加仓 |
| DAL | DELTA AIR LINES INC | $20.08万 | 0.01% | 2,144 | 36 | 1.7% | $3,371 | 加仓 |