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 |
|---|---|---|---|---|---|---|---|---|
| PFF | ISHARES TR | $4.76万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $4.76万 | 0.00% | 251 | 18 | 7.7% | $3,410 | 加仓 |
| VLUE | ISHARES TR | $4.75万 | 0.00% | 334 | 1 | 0.3% | $142 | 加仓 |
| BIZD | VANECK ETF TRUST | $4.75万 | 0.00% | 3,710 | -28,035 | -88.3% | -$35.88万 | 减仓 |
| IGSB | ISHARES TR | $4.73万 | 0.00% | 900 | -1,010 | -52.9% | -$5.31万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $4.70万 | 0.00% | 2,537 | -158 | -5.9% | -$2,927 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $4.67万 | 0.00% | 934 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES &LIFE INC | $4.66万 | 0.00% | 1,839 | -293 | -13.7% | -$7,419 | 减仓 |
| NGG | NATIONAL GRID PLC | $4.65万 | 0.00% | 549 | 29 | 5.6% | $2,454 | 加仓 |
| WMB | WILLIAMS COS INC | $4.63万 | 0.00% | 636 | 132 | 26.2% | $9,607 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $4.60万 | 0.00% | 519 | -30 | -5.5% | -$2,661 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $4.58万 | 0.00% | 955 | -410 | -30.0% | -$1.96万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $4.55万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $4.55万 | 0.00% | 774 | 177 | 29.6% | $1.04万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $4.53万 | 0.00% | 5,256 | -258 | -4.7% | -$2,224 | 减仓 |
| CSX | CSX CORP | $4.52万 | 0.00% | 1,101 | 277 | 33.6% | $1.14万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $4.48万 | 0.00% | 596 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $4.47万 | 0.00% | 293 | 7 | 2.4% | $1,068 | 加仓 |
| CINF | CINCINNATI FINL CORP | $4.44万 | 0.00% | 282 | 10 | 3.7% | $1,574 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $4.43万 | 0.00% | 2,048 | 148 | 7.8% | $3,204 | 加仓 |
| BIIB | BIOGEN INC | $4.43万 | 0.00% | 242 | 19 | 8.5% | $3,479 | 加仓 |
| EYLD | CAMBRIA ETF TR | $4.42万 | 0.00% | 1,068 | 88 | 9.0% | $3,644 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $4.39万 | 0.00% | 159 | 29 | 22.3% | $8,006 | 加仓 |
| OTTR | OTTER TAIL CORP | $4.39万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $4.38万 | 0.00% | 164 | 4 | 2.5% | $1,067 | 加仓 |
| IDA | IDACORP INC | $4.37万 | 0.00% | 306 | 6 | 2.0% | $858 | 加仓 |
| — | NEOS ETF TRUST | $4.35万 | 0.00% | 848 | -57 | -6.3% | -$2,923 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $4.35万 | 0.00% | 279 | 7 | 2.6% | $1,091 | 加仓 |
| SNDK | SANDISK CORP | $4.32万 | 0.00% | 68 | 66 | 3,300.0% | $4.19万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4.31万 | 0.00% | 1,041 | -898 | -46.3% | -$3.72万 | 减仓 |
| EFV | ISHARES TR | $4.31万 | 0.00% | 580 | -20 | -3.3% | -$1,486 | 减仓 |
| ITA | ISHARES TR | $4.31万 | 0.00% | 197 | 36 | 22.4% | $7,875 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4.27万 | 0.00% | 148 | 12 | 8.8% | $3,458 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $4.24万 | 0.00% | 1,990 | 101 | 5.3% | $2,153 | 加仓 |
| TFC | TRUIST FINL CORP | $4.23万 | 0.00% | 919 | 85 | 10.2% | $3,908 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $4.20万 | 0.00% | 1,864 | 0 | 0.0% | — | 不变 |
| IAT | ISHARES TR | $4.18万 | 0.00% | 777 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4.17万 | 0.00% | 121 | 39 | 47.6% | $1.34万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $4.13万 | 0.00% | 222 | 39 | 21.3% | $7,259 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4.11万 | 0.00% | 1,150 | 179 | 18.4% | $6,391 | 加仓 |
| UL | UNILEVER PLC | $4.10万 | 0.00% | 720 | 15 | 2.1% | $855 | 加仓 |
| IGV | ISHARES TR | $4.10万 | 0.00% | 512 | 512 | — | $4.10万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $4.07万 | 0.00% | 1,190 | 18 | 1.5% | $616 | 加仓 |
| OEF | ISHARES TR | $4.06万 | 0.00% | 127 | -5 | -3.8% | -$1,597 | 减仓 |
| DTE | DTE ENERGY CO | $4.03万 | 0.00% | 275 | 7 | 2.6% | $1,025 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.00万 | 0.00% | 690 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $3.98万 | 0.00% | 1,537 | 177 | 13.0% | $4,581 | 加仓 |
| DOV | DOVER CORP | $3.96万 | 0.00% | 190 | -62 | -24.6% | -$1.29万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $3.95万 | 0.00% | 638 | 45 | 7.6% | $2,786 | 加仓 |
| — | BLACKROCK ENERGY &RES TR | $3.95万 | 0.00% | 2,280 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $3.94万 | 0.00% | 1,561 | -113 | -6.8% | -$2,855 | 减仓 |
| IBB | ISHARES TR | $3.93万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $3.89万 | 0.00% | 50 | 16 | 47.1% | $1.24万 | 加仓 |
| SR | SPIRE INC | $3.88万 | 0.00% | 428 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.86万 | 0.00% | 264 | 62 | 30.7% | $9,063 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $3.85万 | 0.00% | 194 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $3.85万 | 0.00% | 361 | 26 | 7.8% | $2,772 | 加仓 |
| TPHD | TIMOTHY PLAN | $3.81万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $3.79万 | 0.00% | 1,316 | 15 | 1.2% | $432 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $3.77万 | 0.00% | 714 | 4 | 0.6% | $211 | 加仓 |
| UBS | UBS GROUP AG | $3.76万 | 0.00% | 963 | 60 | 6.6% | $2,343 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.76万 | 0.00% | 114 | 5 | 4.6% | $1,648 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3.75万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $3.75万 | 0.00% | 635 | 102 | 19.1% | $6,022 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.74万 | 0.00% | 827 | 108 | 15.0% | $4,885 | 加仓 |
| IJK | ISHARES TR | $3.72万 | 0.00% | 370 | 9 | 2.5% | $906 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $3.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BOH | BANK HAWAII CORP | $3.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $3.68万 | 0.00% | 199 | 98 | 97.0% | $1.81万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3.64万 | 0.00% | 52 | 52 | — | $3.64万 | 新建仓 |
| NKE | NIKE INC | $3.61万 | 0.00% | 684 | 40 | 6.2% | $2,112 | 加仓 |
| EEM | ISHARES TR | $3.61万 | 0.00% | 636 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $3.61万 | 0.00% | 478 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $3.56万 | 0.00% | 343 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $3.55万 | 0.00% | 651 | -524 | -44.6% | -$2.86万 | 减仓 |
| XTN | SPDR SERIES TRUST | $3.53万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $3.49万 | 0.00% | 520 | 31 | 6.3% | $2,079 | 加仓 |
| MRSH | MARSH &MCLENNAN COS INC | $3.48万 | 0.00% | 200 | 62 | 44.9% | $1.08万 | 加仓 |
| EXC | EXELON CORP | $3.48万 | 0.00% | 709 | 122 | 20.8% | $5,982 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $3.48万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $3.45万 | 0.00% | 688 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $3.45万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $3.43万 | 0.00% | 2,459 | 72 | 3.0% | $1,005 | 加仓 |
| EQNR | EQUINOR ASA | $3.42万 | 0.00% | 811 | 58 | 7.7% | $2,448 | 加仓 |
| IUSV | ISHARES TR | $3.42万 | 0.00% | 334 | -73 | -17.9% | -$7,475 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $3.40万 | 0.00% | 121 | 23 | 23.5% | $6,471 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.39万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| FLRN | SPDR SERIES TRUST | $3.39万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $3.37万 | 0.00% | 577 | -40 | -6.5% | -$2,339 | 减仓 |
| CPNG | COUPANG INC | $3.36万 | 0.00% | 1,782 | 777 | 77.3% | $1.47万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $3.36万 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3.35万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $3.33万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| NVR | NVR INC | $3.32万 | 0.00% | 5 | 5 | — | $3.32万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $3.32万 | 0.00% | 441 | 39 | 9.7% | $2,933 | 加仓 |
| FDX | FEDEX CORP | $3.31万 | 0.00% | 92 | 22 | 31.4% | $7,906 | 加仓 |
| IWP | ISHARES TR | $3.31万 | 0.00% | 258 | -45 | -14.9% | -$5,765 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $3.30万 | 0.00% | 318 | 9 | 2.9% | $934 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.28万 | 0.00% | 140 | 40 | 40.0% | $9,361 | 加仓 |
| WPC | WP CAREY INC | $3.25万 | 0.00% | 478 | -251 | -34.4% | -$1.71万 | 减仓 |