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 |
|---|---|---|---|---|---|---|---|---|
| WWJD | NORTHERN LTS FD TR IV | $8.98万 | 0.01% | 2,401 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $8.74万 | 0.01% | 3,531 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $8.74万 | 0.01% | 417 | 56 | 15.5% | $1.17万 | 加仓 |
| — | DBX ETF TR | $8.65万 | 0.01% | 2,441 | -1,689 | -40.9% | -$5.99万 | 减仓 |
| OUST | OUSTER INC | $8.60万 | 0.01% | 4,680 | 243 | 5.5% | $4,464 | 加仓 |
| VST | VISTRA CORP | $8.59万 | 0.01% | 571 | 111 | 24.1% | $1.67万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $8.58万 | 0.01% | 3,605 | 77 | 2.2% | $1,833 | 加仓 |
| VIS | VANGUARD WORLD FD | $8.56万 | 0.01% | 274 | 65 | 31.1% | $2.03万 | 加仓 |
| MUB | ISHARES TR | $8.54万 | 0.01% | 804 | -346 | -30.1% | -$3.68万 | 减仓 |
| SUSB | ISHARES TR | $8.53万 | 0.01% | 3,402 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $8.46万 | 0.01% | 713 | 95 | 15.4% | $1.13万 | 加仓 |
| KLAC | KLA CORP | $8.42万 | 0.01% | 57 | 22 | 62.9% | $3.25万 | 加仓 |
| DTH | WISDOMTREE TR | $8.40万 | 0.01% | 1,553 | -931 | -37.5% | -$5.03万 | 减仓 |
| ILTB | ISHARES TR | $8.36万 | 0.01% | 1,706 | -4,364 | -71.9% | -$21.39万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $8.32万 | 0.01% | 2,481 | 151 | 6.5% | $5,064 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $8.28万 | 0.01% | 2,033 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $8.25万 | 0.01% | 60 | 7 | 13.2% | $9,627 | 加仓 |
| SUSC | ISHARES TR | $8.23万 | 0.01% | 3,558 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES TR | $8.13万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $8.12万 | 0.01% | 412 | 412 | — | $8.12万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $7.97万 | 0.01% | 1,976 | -94 | -4.5% | -$3,789 | 减仓 |
| IWN | ISHARES TR | $7.92万 | 0.01% | 418 | 13 | 3.2% | $2,465 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $7.71万 | 0.01% | 940 | 245 | 35.3% | $2.01万 | 加仓 |
| VCR | VANGUARD WORLD FD | $7.65万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $7.62万 | 0.01% | 442 | 17 | 4.0% | $2,932 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $7.60万 | 0.01% | 421 | 52 | 14.1% | $9,384 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $7.57万 | 0.01% | 3,278 | 943 | 40.4% | $2.18万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $7.40万 | 0.01% | 918 | 26 | 2.9% | $2,096 | 加仓 |
| EQIX | EQUINIX INC | $7.31万 | 0.01% | 74 | 16 | 27.6% | $1.58万 | 加仓 |
| NBBK | NB BANCORP INC | $7.28万 | 0.01% | 3,456 | 2 | 0.1% | $42 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $7.28万 | 0.01% | 1,610 | -5 | -0.3% | -$226 | 减仓 |
| GPC | GENUINE PARTS CO | $7.27万 | 0.01% | 687 | 1 | 0.1% | $106 | 加仓 |
| — | WEBSTER FINL CORP | $7.26万 | 0.01% | 1,046 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $7.25万 | 0.01% | 420 | -393 | -48.3% | -$6.79万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $7.19万 | 0.01% | 660 | 78 | 13.4% | $8,497 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $7.17万 | 0.01% | 2,464 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $6.96万 | 0.01% | 1,481 | 75 | 5.3% | $3,524 | 加仓 |
| NWG | NATWEST GROUP PLC | $6.94万 | 0.01% | 4,662 | -3,820 | -45.0% | -$5.69万 | 减仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $6.78万 | 0.01% | 2,862 | 1,021 | 55.5% | $2.42万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $6.72万 | 0.01% | 2,624 | -106 | -3.9% | -$2,716 | 减仓 |
| WY | WEYERHAEUSER CO | $6.62万 | 0.00% | 2,710 | 53 | 2.0% | $1,295 | 加仓 |
| MDT | MEDTRONIC PLC | $6.61万 | 0.00% | 763 | -343 | -31.0% | -$2.97万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.61万 | 0.00% | 1,024 | 39 | 4.0% | $2,519 | 加仓 |
| TPLC | TIMOTHY PLAN | $6.56万 | 0.00% | 1,413 | 0 | 0.0% | — | 不变 |
| HIMS | HIMS &HERS HEALTH INC | $6.56万 | 0.00% | 3,158 | -104 | -3.2% | -$2,159 | 减仓 |
| HSY | HERSHEY CO | $6.50万 | 0.00% | 312 | 28 | 9.9% | $5,834 | 加仓 |
| EFA | ISHARES TR | $6.45万 | 0.00% | 664 | 46 | 7.4% | $4,468 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $6.45万 | 0.00% | 397 | 12 | 3.1% | $1,949 | 加仓 |
| PGR | PROGRESSIVE CORP | $6.42万 | 0.00% | 324 | 105 | 47.9% | $2.08万 | 加仓 |
| MGC | VANGUARD WORLD FD | $6.36万 | 0.00% | 269 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $6.29万 | 0.00% | 3,438 | 143 | 4.3% | $2,616 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $6.28万 | 0.00% | 321 | 4 | 1.3% | $782 | 加仓 |
| XEL | XCEL ENERGY INC | $6.26万 | 0.00% | 788 | 46 | 6.2% | $3,654 | 加仓 |
| GSBD | GOLDMAN SACHS BDC INC | $6.23万 | 0.00% | 7,010 | 253 | 3.7% | $2,247 | 加仓 |
| SBR | SABINE RTY TR | $6.18万 | 0.00% | 821 | 10 | 1.2% | $753 | 加仓 |
| RITM | RITHM CAPITAL CORP | $6.11万 | 0.00% | 6,441 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $6.09万 | 0.00% | 1,245 | 1,245 | — | $6.09万 | 新建仓 |
| OACP | UNIFIED SER TR | $6.09万 | 0.00% | 2,680 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $6.04万 | 0.00% | 799 | 21 | 2.7% | $1,587 | 加仓 |
| AFL | AFLAC INC | $6.04万 | 0.00% | 550 | 239 | 76.8% | $2.62万 | 加仓 |
| IWO | ISHARES TR | $5.96万 | 0.00% | 190 | 7 | 3.8% | $2,197 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $5.94万 | 0.00% | 1,631 | 60 | 3.8% | $2,184 | 加仓 |
| PLD | PROLOGIS INC. | $5.93万 | 0.00% | 448 | 50 | 12.6% | $6,614 | 加仓 |
| DE | DEERE &CO | $5.89万 | 0.00% | 104 | 33 | 46.5% | $1.87万 | 加仓 |
| FDRR | FIDELITY COVINGTON TRUST | $5.88万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $5.87万 | 0.00% | 645 | 73 | 12.8% | $6,643 | 加仓 |
| CLS | CELESTICA INC | $5.81万 | 0.00% | 206 | 5 | 2.5% | $1,411 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $5.81万 | 0.00% | 309 | 7 | 2.3% | $1,316 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $5.78万 | 0.00% | 3,453 | -171 | -4.7% | -$2,863 | 减仓 |
| IYY | ISHARES TR | $5.61万 | 0.00% | 354 | 279 | 372.0% | $4.42万 | 加仓 |
| GRMN | GARMIN LTD | $5.60万 | 0.00% | 242 | 25 | 11.5% | $5,789 | 加仓 |
| COR | CENCORA INC | $5.60万 | 0.00% | 178 | -10 | -5.3% | -$3,148 | 减仓 |
| RL | RALPH LAUREN CORP | $5.57万 | 0.00% | 162 | 10 | 6.6% | $3,440 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $5.44万 | 0.00% | 1,557 | 20 | 1.3% | $698 | 加仓 |
| CSL | CARLISLE COS INC | $5.42万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $5.39万 | 0.00% | 730 | 147 | 25.2% | $1.09万 | 加仓 |
| IUSB | ISHARES TR | $5.34万 | 0.00% | 1,155 | -717 | -38.3% | -$3.31万 | 减仓 |
| MUSA | MURPHY USA INC | $5.33万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.32万 | 0.00% | 2,512 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $5.28万 | 0.00% | 611 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $5.22万 | 0.00% | 160 | 104 | 185.7% | $3.40万 | 加仓 |
| ADSK | AUTODESK INC | $5.18万 | 0.00% | 217 | 36 | 19.9% | $8,601 | 加仓 |
| VOX | VANGUARD WORLD FD | $5.18万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $5.17万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $5.12万 | 0.00% | 129 | 51 | 65.4% | $2.02万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5.12万 | 0.00% | 1,757 | -526 | -23.0% | -$1.53万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $5.09万 | 0.00% | 700 | 433 | 162.2% | $3.15万 | 加仓 |
| SMMD | ISHARES TR | $5.08万 | 0.00% | 665 | 1 | 0.2% | $76 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $5.06万 | 0.00% | 187 | 7 | 3.9% | $1,896 | 加仓 |
| TTD | THE TRADE DESK INC | $5.02万 | 0.00% | 2,212 | -826 | -27.2% | -$1.87万 | 减仓 |
| F | FORD MTR CO | $5.01万 | 0.00% | 4,339 | 39 | 0.9% | $450 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $4.95万 | 0.00% | 2,528 | -308 | -10.9% | -$6,025 | 减仓 |
| VOTE | TCW ETF TRUST | $4.93万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $4.92万 | 0.00% | 627 | 627 | — | $4.92万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $4.91万 | 0.00% | 354 | 1 | 0.3% | $139 | 加仓 |
| RKLB | ROCKET LAB CORP | $4.88万 | 0.00% | 760 | 25 | 3.4% | $1,606 | 加仓 |
| UCO | PROSHARES TR II | $4.86万 | 0.00% | 1,238 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $4.84万 | 0.00% | 818 | 3 | 0.4% | $178 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $4.83万 | 0.00% | 650 | -3 | -0.5% | -$223 | 减仓 |
| NVO | NOVO-NORDISK A S | $4.83万 | 0.00% | 1,314 | -2 | -0.2% | -$74 | 减仓 |