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 |
|---|---|---|---|---|---|---|---|---|
| BIBL | NORTHERN LTS FD TR IV | $19.98万 | 0.01% | 3,452 | -945 | -21.5% | -$5.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $19.89万 | 0.01% | 935 | -297 | -24.1% | -$6.32万 | 减仓 |
| SHEL | SHELL PLC | $19.83万 | 0.01% | 2,557 | -36 | -1.4% | -$2,791 | 减仓 |
| IAU | ISHARES GOLD TR | $19.69万 | 0.01% | 2,608 | 86 | 3.4% | $6,494 | 加仓 |
| IVE | ISHARES TR | $19.62万 | 0.01% | 864 | 131 | 17.9% | $2.97万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $19.44万 | 0.01% | 3,660 | 391 | 12.0% | $2.08万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $19.13万 | 0.01% | 805 | 8 | 1.0% | $1,902 | 加仓 |
| SBUX | STARBUCKS CORP | $19.00万 | 0.01% | 1,859 | -13 | -0.7% | -$1,328 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $18.87万 | 0.01% | 3,605 | 48 | 1.3% | $2,512 | 加仓 |
| TER | TERADYNE INC | $18.75万 | 0.01% | 387 | 295 | 320.7% | $14.29万 | 加仓 |
| ITA | ISHARES TR | $18.60万 | 0.01% | 767 | 570 | 289.3% | $13.82万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $18.46万 | 0.01% | 1,028 | 607 | 144.2% | $10.90万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $18.42万 | 0.01% | 1,261 | 76 | 6.4% | $1.11万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $18.19万 | 0.01% | 4,004 | -1,504 | -27.3% | -$6.83万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $18.05万 | 0.01% | 1,969 | 15 | 0.8% | $1,375 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $18.03万 | 0.01% | 3,098 | -374 | -10.8% | -$2.18万 | 减仓 |
| C | CITIGROUP INC | $18.00万 | 0.01% | 1,286 | -50 | -3.7% | -$6,997 | 减仓 |
| CRWV | COREWEAVE INC | $17.95万 | 0.01% | 1,803 | 250 | 16.1% | $2.49万 | 加仓 |
| NVS | NOVARTIS AG | $17.93万 | 0.01% | 1,144 | -56 | -4.7% | -$8,776 | 减仓 |
| IDEV | ISHARES TR | $17.87万 | 0.01% | 2,008 | 2,008 | — | $17.87万 | 新建仓 |
| IONQ | IONQ INC | $17.62万 | 0.01% | 3,309 | -96 | -2.8% | -$5,113 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $17.46万 | 0.01% | 645 | 176 | 37.5% | $4.76万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $17.43万 | 0.01% | 1,067 | -204 | -16.1% | -$3.33万 | 减仓 |
| IGOV | ISHARES TR | $17.33万 | 0.01% | 4,223 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $17.25万 | 0.01% | 1,847 | -91 | -4.7% | -$8,500 | 减仓 |
| AMGN | AMGEN INC | $17.12万 | 0.01% | 473 | 35 | 8.0% | $1.27万 | 加仓 |
| COP | CONOCOPHILLIPS | $17.05万 | 0.01% | 1,640 | 331 | 25.3% | $3.44万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $16.99万 | 0.01% | 339 | 121 | 55.5% | $6.06万 | 加仓 |
| XYZ | BLOCK INC | $16.87万 | 0.01% | 2,220 | 73 | 3.4% | $5,548 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $16.79万 | 0.01% | 3,721 | 116 | 3.2% | $5,233 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $16.73万 | 0.01% | 338 | 292 | 634.8% | $14.46万 | 加仓 |
| RDDT | REDDIT INC | $16.73万 | 0.01% | 964 | 854 | 776.4% | $14.82万 | 加仓 |
| OALC | UNIFIED SER TR | $16.72万 | 0.01% | 4,074 | -376 | -8.4% | -$1.54万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $16.65万 | 0.01% | 7,004 | -426 | -5.7% | -$1.01万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $16.64万 | 0.01% | 980 | 1 | 0.1% | $170 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $16.62万 | 0.01% | 1,539 | -241 | -13.5% | -$2.60万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $16.59万 | 0.01% | 1,393 | -396 | -22.1% | -$4.72万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $16.47万 | 0.01% | 18,054 | -1,909 | -9.6% | -$1.74万 | 减仓 |
| HON | HONEYWELL INTL INC | $16.43万 | 0.01% | 734 | -522 | -41.6% | -$11.69万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $16.38万 | 0.01% | 1,972 | 1,032 | 109.8% | $8.57万 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $16.28万 | 0.01% | 1,944 | -425 | -17.9% | -$3.56万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $16.23万 | 0.01% | 734 | 734 | — | $16.23万 | 新建仓 |
| HYS | PIMCO ETF TR | $15.85万 | 0.01% | 1,694 | 1 | 0.1% | $94 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $15.67万 | 0.01% | 1,084 | 371 | 52.0% | $5.36万 | 加仓 |
| TPR | TAPESTRY INC | $15.52万 | 0.01% | 1,060 | -109 | -9.3% | -$1.60万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC | $15.42万 | 0.01% | 1,774 | -202 | -10.2% | -$1.76万 | 减仓 |
| BOXX | EA SERIES TRUST | $15.37万 | 0.01% | 1,313 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $15.34万 | 0.01% | 557 | 69 | 14.1% | $1.90万 | 加仓 |
| AME | AMETEK INC | $15.31万 | 0.01% | 633 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $15.31万 | 0.01% | 463 | -214 | -31.6% | -$7.08万 | 减仓 |
| IJS | ISHARES TR | $15.28万 | 0.01% | 1,118 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $15.22万 | 0.01% | 618 | -59 | -8.7% | -$1.45万 | 减仓 |
| GDX | VANECK ETF TRUST | $14.90万 | 0.01% | 1,975 | 104 | 5.6% | $7,845 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $14.82万 | 0.01% | 5,036 | -749 | -12.9% | -$2.20万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $14.77万 | 0.01% | 5,890 | -3,979 | -40.3% | -$9.97万 | 减仓 |
| BIL | SPDR SERIES TRUST | $14.52万 | 0.01% | 1,585 | -19 | -1.2% | -$1,741 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $14.33万 | 0.01% | 2,673 | 340 | 14.6% | $1.82万 | 加仓 |
| IWD | ISHARES TR | $14.26万 | 0.01% | 588 | -14 | -2.3% | -$3,396 | 减仓 |
| SE | SEA LTD | $14.25万 | 0.01% | 1,487 | -195 | -11.6% | -$1.87万 | 减仓 |
| WFC | WELLS FARGO & CO | $14.10万 | 0.01% | 1,706 | 137 | 8.7% | $1.13万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $14.02万 | 0.01% | 2,424 | 466 | 23.8% | $2.70万 | 加仓 |
| PFFD | GLOBAL X FDS | $13.86万 | 0.01% | 7,414 | 2,506 | 51.1% | $4.68万 | 加仓 |
| MMM | 3M CO | $13.79万 | 0.01% | 852 | 210 | 32.7% | $3.40万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $13.76万 | 0.01% | 1,197 | 4 | 0.3% | $460 | 加仓 |
| CCI | CROWN CASTLE INC | $13.74万 | 0.01% | 1,815 | -122 | -6.3% | -$9,239 | 减仓 |
| RY | ROYAL BK CDA | $13.74万 | 0.01% | 664 | 16 | 2.5% | $3,311 | 加仓 |
| ETR | ENTERGY CORP NEW | $13.74万 | 0.01% | 1,196 | 111 | 10.2% | $1.28万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $13.55万 | 0.01% | 3,176 | 788 | 33.0% | $3.36万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $13.47万 | 0.01% | 1,484 | -39 | -2.6% | -$3,541 | 减仓 |
| BX | BLACKSTONE INC | $13.37万 | 0.01% | 1,136 | 158 | 16.2% | $1.86万 | 加仓 |
| FIX | COMFORT SYS USA INC | $13.25万 | 0.01% | 67 | 7 | 11.7% | $1.38万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $13.22万 | 0.01% | 4,957 | -34 | -0.7% | -$906 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $13.12万 | 0.01% | 3,877 | -144 | -3.6% | -$4,872 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $13.08万 | 0.01% | 1,182 | 27 | 2.3% | $2,987 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $13.05万 | 0.01% | 739 | 15 | 2.1% | $2,650 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $13.00万 | 0.01% | 195 | -5 | -2.5% | -$3,335 | 减仓 |
| CMI | CUMMINS INC | $12.97万 | 0.01% | 182 | -5 | -2.7% | -$3,564 | 减仓 |
| CRM | SALESFORCE INC | $12.91万 | 0.01% | 824 | 248 | 43.1% | $3.89万 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $12.90万 | 0.01% | 15,070 | 15,070 | — | $12.90万 | 新建仓 |
| ENB | ENBRIDGE INC | $12.74万 | 0.01% | 2,350 | -139 | -5.6% | -$7,536 | 减仓 |
| PSX | PHILLIPS 66 | $12.60万 | 0.01% | 745 | 17 | 2.3% | $2,876 | 加仓 |
| TMUS | T-MOBILE US INC | $12.58万 | 0.01% | 750 | 333 | 79.9% | $5.59万 | 加仓 |
| IWV | ISHARES TR | $12.45万 | 0.01% | 292 | 1 | 0.3% | $426 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $12.44万 | 0.01% | 1,695 | 1,449 | 589.0% | $10.64万 | 加仓 |
| IWN | ISHARES TR | $12.10万 | 0.01% | 547 | 129 | 30.9% | $2.85万 | 加仓 |
| RVTY | REVVITY INC | $11.96万 | 0.01% | 1,075 | -342 | -24.1% | -$3.80万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $11.84万 | 0.01% | 1,573 | -16 | -1.0% | -$1,204 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $11.82万 | 0.01% | 2,978 | -1,477 | -33.2% | -$5.86万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.79万 | 0.01% | 862 | 51 | 6.3% | $6,975 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $11.78万 | 0.01% | 1,095 | 48 | 4.6% | $5,162 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $11.65万 | 0.01% | 440 | 300 | 214.3% | $7.94万 | 加仓 |
| MFC | MANULIFE FINL CORP | $11.54万 | 0.01% | 2,849 | 100 | 3.6% | $4,051 | 加仓 |
| PLD | PROLOGIS INC. | $11.47万 | 0.01% | 846 | 398 | 88.8% | $5.39万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $11.46万 | 0.01% | 3,684 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $11.37万 | 0.01% | 412 | 94 | 29.6% | $2.59万 | 加仓 |
| D | DOMINION ENERGY INC | $11.33万 | 0.01% | 1,659 | 39 | 2.4% | $2,663 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $11.21万 | 0.01% | 3,233 | 75 | 2.4% | $2,601 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $11.14万 | 0.01% | 2,770 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $11.12万 | 0.01% | 437 | 233 | 114.2% | $5.93万 | 加仓 |
| EQT | EQT CORP | $11.03万 | 0.01% | 2,075 | -489 | -19.1% | -$2.60万 | 减仓 |