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 |
|---|---|---|---|---|---|---|---|---|
| VUSB | VANGUARD BD INDEX FDS | $17.07万 | 0.01% | 3,428 | 3,428 | — | $17.07万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $17.04万 | 0.01% | 4,455 | -2,956 | -39.9% | -$11.31万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $16.94万 | 0.01% | 3,380 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $16.92万 | 0.01% | 1,001 | 61 | 6.5% | $1.03万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $16.84万 | 0.01% | 797 | 172 | 27.5% | $3.64万 | 加仓 |
| SBUX | STARBUCKS CORP | $16.78万 | 0.01% | 1,872 | 69 | 3.8% | $6,185 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $16.66万 | 0.01% | 1,954 | -352 | -15.3% | -$3.00万 | 减仓 |
| TPR | TAPESTRY INC | $16.49万 | 0.01% | 1,169 | -35 | -2.9% | -$4,936 | 减仓 |
| EQT | EQT CORP | $16.32万 | 0.01% | 2,564 | 57 | 2.3% | $3,628 | 加仓 |
| TQQQ | PROSHARES TR | $15.91万 | 0.01% | 3,818 | 150 | 4.1% | $6,251 | 加仓 |
| HYS | PIMCO ETF TR | $15.79万 | 0.01% | 1,693 | 2 | 0.1% | $186 | 加仓 |
| CCI | CROWN CASTLE INC | $15.75万 | 0.01% | 1,937 | -429 | -18.1% | -$3.49万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $15.51万 | 0.01% | 1,185 | 68 | 6.1% | $8,898 | 加仓 |
| IVE | ISHARES TR | $15.48万 | 0.01% | 733 | -7 | -0.9% | -$1,479 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $15.41万 | 0.01% | 961 | 96 | 11.1% | $1.54万 | 加仓 |
| AMGN | AMGEN INC | $15.40万 | 0.01% | 438 | 68 | 18.4% | $2.39万 | 加仓 |
| BOXX | EA SERIES TRUST | $15.27万 | 0.01% | 1,313 | -6,233 | -82.6% | -$72.48万 | 减仓 |
| OALC | UNIFIED SER TR | $15.25万 | 0.01% | 4,450 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $15.19万 | 0.01% | 1,530 | 1,311 | 598.6% | $13.01万 | 加仓 |
| C | CITIGROUP INC | $15.16万 | 0.01% | 1,336 | -699 | -34.3% | -$7.93万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $14.99万 | 0.01% | 2,388 | 75 | 3.2% | $4,708 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $14.83万 | 0.01% | 5,785 | 202 | 3.6% | $5,179 | 加仓 |
| BIL | SPDR SERIES TRUST | $14.70万 | 0.01% | 1,604 | 19 | 1.2% | $1,741 | 加仓 |
| Q | QNITY ELECTRONICS INC | $14.66万 | 0.01% | 1,271 | 322 | 33.9% | $3.72万 | 加仓 |
| AIQ | GLOBAL X FDS | $14.52万 | 0.01% | 3,112 | 1 | 0.0% | $47 | 加仓 |
| INTC | INTEL CORP | $14.44万 | 0.01% | 3,271 | 726 | 28.5% | $3.20万 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $14.28万 | 0.01% | 6,837 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $14.02万 | 0.01% | 2,108 | 78 | 3.8% | $5,187 | 加仓 |
| VXF | VANGUARD INDEX FDS | $13.94万 | 0.01% | 677 | -16 | -2.3% | -$3,294 | 减仓 |
| SE | SEA LTD | $13.93万 | 0.01% | 1,682 | -73 | -4.2% | -$6,046 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $13.84万 | 0.01% | 1,397 | 165 | 13.4% | $1.63万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $13.71万 | 0.01% | 4,991 | 164 | 3.4% | $4,503 | 加仓 |
| CVS | CVS HEALTH CORP | $13.60万 | 0.01% | 1,893 | 123 | 6.9% | $8,837 | 加仓 |
| AME | AMETEK INC | $13.57万 | 0.01% | 633 | 51 | 8.8% | $1.09万 | 加仓 |
| ENB | ENBRIDGE INC | $13.48万 | 0.01% | 2,489 | -284 | -10.2% | -$1.54万 | 减仓 |
| PSX | PHILLIPS 66 | $13.27万 | 0.01% | 728 | 43 | 6.3% | $7,838 | 加仓 |
| IJS | ISHARES TR | $13.24万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $13.22万 | 0.01% | 2,770 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $13.07万 | 0.01% | 1,155 | 76 | 7.0% | $8,602 | 加仓 |
| CI | THE CIGNA GROUP | $13.03万 | 0.01% | 488 | 21 | 4.5% | $5,606 | 加仓 |
| XYZ | BLOCK INC | $12.92万 | 0.01% | 2,147 | 951 | 79.5% | $5.72万 | 加仓 |
| IWD | ISHARES TR | $12.89万 | 0.01% | 602 | 15 | 2.6% | $3,211 | 加仓 |
| WFC | WELLS FARGO &CO | $12.49万 | 0.01% | 1,569 | 177 | 12.7% | $1.41万 | 加仓 |
| RVTY | REVVITY INC | $12.41万 | 0.01% | 1,417 | 383 | 37.0% | $3.35万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $12.39万 | 0.01% | 4,021 | 112 | 2.9% | $3,451 | 加仓 |
| OKE | ONEOK INC NEW | $12.33万 | 0.01% | 1,364 | 180 | 15.2% | $1.63万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $12.22万 | 0.01% | 700 | -74 | -9.6% | -$1.29万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $12.20万 | 0.01% | 469 | -203 | -30.2% | -$5.28万 | 减仓 |
| ETR | ENTERGY CORP NEW | $12.19万 | 0.01% | 1,085 | 19 | 1.8% | $2,134 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $12.10万 | 0.01% | 200 | 8 | 4.2% | $4,840 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $12.05万 | 0.01% | 28 | 9 | 47.4% | $3.87万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $12.04万 | 0.01% | 1,523 | 39 | 2.6% | $3,083 | 加仓 |
| CRWV | COREWEAVE INC | $12.03万 | 0.01% | 1,553 | 67 | 4.5% | $5,192 | 加仓 |
| ANET | ARISTA NETWORKS INC | $12.03万 | 0.01% | 979 | 141 | 16.8% | $1.73万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $12.00万 | 0.01% | 724 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $11.96万 | 0.01% | 277 | 52 | 23.1% | $2.24万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $11.87万 | 0.01% | 1,589 | 15 | 1.0% | $1,121 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $11.52万 | 0.01% | 2,333 | 22 | 1.0% | $1,086 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $11.46万 | 0.01% | 578 | -106 | -15.5% | -$2.10万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $11.36万 | 0.01% | 868 | 5 | 0.6% | $654 | 加仓 |
| SLB | SLB LIMITED | $11.31万 | 0.01% | 2,201 | 159 | 7.8% | $8,171 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $11.30万 | 0.01% | 1,193 | 4 | 0.3% | $379 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $11.29万 | 0.01% | 1,958 | 58 | 3.1% | $3,343 | 加仓 |
| SYK | STRYKER CORPORATION | $11.27万 | 0.01% | 343 | 82 | 31.4% | $2.69万 | 加仓 |
| BX | BLACKSTONE INC | $11.25万 | 0.01% | 978 | 53 | 5.7% | $6,096 | 加仓 |
| VXUS | VANGUARD STAR FDS | $11.09万 | 0.01% | 1,438 | 653 | 83.2% | $5.04万 | 加仓 |
| APH | AMPHENOL CORP | $11.08万 | 0.01% | 878 | 393 | 81.0% | $4.96万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $11.03万 | 0.01% | 1,829 | 1,829 | — | $11.03万 | 新建仓 |
| NOW | SERVICENOW INC | $10.96万 | 0.01% | 1,048 | 68 | 6.9% | $7,111 | 加仓 |
| IWV | ISHARES TR | $10.80万 | 0.01% | 291 | 0 | 0.0% | — | 不变 |
| QHY | WISDOMTREE TR | $10.79万 | 0.01% | 2,371 | -994 | -29.5% | -$4.52万 | 减仓 |
| CRM | SALESFORCE INC | $10.75万 | 0.01% | 576 | 208 | 56.5% | $3.88万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $10.71万 | 0.01% | 680 | 12 | 1.8% | $1,890 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.71万 | 0.01% | 218 | 41 | 23.2% | $2.01万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $10.63万 | 0.01% | 811 | 83 | 11.4% | $1.09万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $10.54万 | 0.01% | 1,093 | -199 | -15.4% | -$1.92万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $10.50万 | 0.01% | 2,158 | -520 | -19.4% | -$2.53万 | 减仓 |
| RY | ROYAL BK CDA | $10.49万 | 0.01% | 648 | 19 | 3.0% | $3,075 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $10.47万 | 0.01% | 154 | 25 | 19.4% | $1.70万 | 加仓 |
| USFR | WISDOMTREE TR | $10.33万 | 0.01% | 2,052 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $10.29万 | 0.01% | 1,047 | 49 | 4.9% | $4,814 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $10.26万 | 0.01% | 3,684 | 3,684 | — | $10.26万 | 新建仓 |
| TGT | TARGET CORP | $10.19万 | 0.01% | 841 | 72 | 9.4% | $8,725 | 加仓 |
| CMI | CUMMINS INC | $10.09万 | 0.01% | 187 | 19 | 11.3% | $1.03万 | 加仓 |
| IEI | ISHARES TR | $10.03万 | 0.01% | 846 | 355 | 72.3% | $4.21万 | 加仓 |
| MINT | PIMCO ETF TR | $10.02万 | 0.01% | 996 | 498 | 100.0% | $5.01万 | 加仓 |
| D | DOMINION ENERGY INC | $10.01万 | 0.01% | 1,620 | 166 | 11.4% | $1.03万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $9.87万 | 0.01% | 1,493 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $9.82万 | 0.01% | 3,405 | 26 | 0.8% | $750 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $9.70万 | 0.01% | 1,132 | 20 | 1.8% | $1,713 | 加仓 |
| ANGL | VANECK ETF TRUST | $9.61万 | 0.01% | 3,346 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $9.47万 | 0.01% | 2,064 | -101 | -4.7% | -$4,636 | 减仓 |
| MFC | MANULIFE FINL CORP | $9.47万 | 0.01% | 2,749 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $9.39万 | 0.01% | 621 | -9 | -1.4% | -$1,362 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $9.39万 | 0.01% | 452 | 38 | 9.2% | $7,893 | 加仓 |
| MMM | 3M CO | $9.33万 | 0.01% | 642 | 42 | 7.0% | $6,105 | 加仓 |
| GSK | GSK PLC | $9.04万 | 0.01% | 1,637 | 70 | 4.5% | $3,864 | 加仓 |
| PFFD | GLOBAL X FDS | $9.03万 | 0.01% | 4,908 | -51 | -1.0% | -$938 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $9.03万 | 0.01% | 960 | 537 | 127.0% | $5.05万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $9.01万 | 0.01% | 1,967 | 63 | 3.3% | $2,885 | 加仓 |