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 |
|---|---|---|---|---|---|---|---|---|
| BEPC | BROOKFIELD RENEWABLE CORP | $3.23万 | 0.00% | 812 | 20 | 2.5% | $796 | 加仓 |
| SII | SPROTT INC | $3.22万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $3.20万 | 0.00% | 57 | 18 | 46.2% | $1.01万 | 加仓 |
| HYG | ISHARES TR | $3.18万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $3.13万 | 0.00% | 58 | -4 | -6.5% | -$2,157 | 减仓 |
| SOXX | ISHARES TR | $3.10万 | 0.00% | 94 | -31 | -24.8% | -$1.02万 | 减仓 |
| — | NUVEEN MASS QUALITY MUN INC | $3.10万 | 0.00% | 2,516 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $3.10万 | 0.00% | 709 | 709 | — | $3.10万 | 新建仓 |
| GLPI | GAMING &LEISURE P | $3.08万 | 0.00% | 695 | 18 | 2.7% | $799 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $3.08万 | 0.00% | 281 | 281 | — | $3.08万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $3.07万 | 0.00% | 204 | 28 | 15.9% | $4,217 | 加仓 |
| RSG | REPUBLIC SVCS INC | $3.07万 | 0.00% | 140 | 29 | 26.1% | $6,351 | 加仓 |
| QYLD | GLOBAL X FDS | $3.06万 | 0.00% | 1,783 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $3.04万 | 0.00% | 1,148 | 340 | 42.1% | $9,013 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3.01万 | 0.00% | 637 | -8 | -1.2% | -$378 | 减仓 |
| SYM | SYMBOTIC INC | $3.00万 | 0.00% | 563 | 363 | 181.5% | $1.93万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3.00万 | 0.00% | 722 | -8 | -1.1% | -$332 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2.99万 | 0.00% | 200 | 85 | 73.9% | $1.27万 | 加仓 |
| AGGY | WISDOMTREE TR | $2.99万 | 0.00% | 689 | -6 | -0.9% | -$260 | 减仓 |
| GWW | WW GRAINGER INC | $2.96万 | 0.00% | 27 | -29 | -51.8% | -$3.18万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $2.96万 | 0.00% | 172 | 1 | 0.6% | $172 | 加仓 |
| SHE | SPDR SERIES TRUST | $2.95万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| ARKX | ARK ETF TR | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.91万 | 0.00% | 860 | 166 | 23.9% | $5,623 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $2.90万 | 0.00% | 1,342 | 137 | 11.4% | $2,961 | 加仓 |
| NET | CLOUDFLARE INC | $2.87万 | 0.00% | 139 | 27 | 24.1% | $5,577 | 加仓 |
| FTI | TECHNIPFMC PLC | $2.86万 | 0.00% | 414 | 220 | 113.4% | $1.52万 | 加仓 |
| GIS | GENERAL MILLS INC | $2.86万 | 0.00% | 768 | 28 | 3.8% | $1,042 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $2.83万 | 0.00% | 2,161 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.83万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.83万 | 0.00% | 345 | 21 | 6.5% | $1,720 | 加仓 |
| BDX | BECTON DICKINSON &CO | $2.80万 | 0.00% | 178 | 43 | 31.9% | $6,769 | 加仓 |
| WAT | WATERS CORP | $2.80万 | 0.00% | 94 | 10 | 11.9% | $2,978 | 加仓 |
| PPL | PPL CORP | $2.79万 | 0.00% | 731 | 126 | 20.8% | $4,814 | 加仓 |
| BE | BLOOM ENERGY CORP | $2.78万 | 0.00% | 205 | 5 | 2.5% | $677 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.77万 | 0.00% | 569 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $2.77万 | 0.00% | 89 | 68 | 323.8% | $2.12万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $2.77万 | 0.00% | 273 | 8 | 3.0% | $812 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $2.76万 | 0.00% | 457 | -369 | -44.7% | -$2.23万 | 减仓 |
| MAGS | LISTED FDS TR | $2.74万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $2.73万 | 0.00% | 373 | 65 | 21.1% | $4,758 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.73万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $2.72万 | 0.00% | 292 | 72 | 32.7% | $6,714 | 加仓 |
| TER | TERADYNE INC | $2.70万 | 0.00% | 92 | 12 | 15.0% | $3,517 | 加仓 |
| AZO | AUTOZONE INC | $2.70万 | 0.00% | 8 | 6 | 300.0% | $2.02万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $2.69万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM ETF TR | $2.67万 | 0.00% | 644 | 644 | — | $2.67万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.67万 | 0.00% | 92 | 56 | 155.6% | $1.63万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2.67万 | 0.00% | 30 | 18 | 150.0% | $1.60万 | 加仓 |
| IWS | ISHARES TR | $2.65万 | 0.00% | 182 | 22 | 13.8% | $3,206 | 加仓 |
| MLPA | GLOBAL X FDS | $2.65万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.65万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2.64万 | 0.00% | 382 | 100 | 35.5% | $6,920 | 加仓 |
| UNM | UNUM GROUP | $2.61万 | 0.00% | 358 | 32 | 9.8% | $2,335 | 加仓 |
| SAP | SAP SE | $2.61万 | 0.00% | 153 | -41 | -21.1% | -$6,993 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2.61万 | 0.00% | 113 | 40 | 54.8% | $9,230 | 加仓 |
| OKTA | OKTA INC | $2.61万 | 0.00% | 331 | 22 | 7.1% | $1,732 | 加仓 |
| SAN | BANCO SANTANDER SA | $2.60万 | 0.00% | 2,304 | 701 | 43.7% | $7,909 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2.60万 | 0.00% | 267 | 142 | 113.6% | $1.38万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2.59万 | 0.00% | 131 | 5 | 4.0% | $988 | 加仓 |
| NJR | NEW JERSEY RES CORP | $2.58万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| HSBC | HSBC HLDGS PLC | $2.57万 | 0.00% | 312 | -222 | -41.6% | -$1.83万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $2.57万 | 0.00% | 224 | 24 | 12.0% | $2,756 | 加仓 |
| PKG | PACKAGING CORP AMER | $2.55万 | 0.00% | 120 | 1 | 0.8% | $213 | 加仓 |
| SKT | TANGER INC | $2.55万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $2.55万 | 0.00% | 268 | -125 | -31.8% | -$1.19万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $2.54万 | 0.00% | 223 | 34 | 18.0% | $3,874 | 加仓 |
| TWLO | TWILIO INC | $2.54万 | 0.00% | 202 | 20 | 11.0% | $2,510 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2.53万 | 0.00% | 550 | 550 | — | $2.53万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $2.53万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| REET | ISHARES TR | $2.52万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE INC | $2.49万 | 0.00% | 190 | 33 | 21.0% | $4,333 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.47万 | 0.00% | 125 | -14 | -10.1% | -$2,767 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $2.43万 | 0.00% | 646 | 53 | 8.9% | $1,992 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.43万 | 0.00% | 1,297 | 150 | 13.1% | $2,805 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $2.40万 | 0.00% | 1,055 | 66 | 6.7% | $1,503 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.40万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $2.39万 | 0.00% | 1,246 | 75 | 6.4% | $1,441 | 加仓 |
| XYL | XYLEM INC | $2.39万 | 0.00% | 200 | 200 | — | $2.39万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $2.38万 | 0.00% | 366 | 13 | 3.7% | $846 | 加仓 |
| EMN | EASTMAN CHEM CO | $2.38万 | 0.00% | 312 | -70 | -18.3% | -$5,343 | 减仓 |
| OKLO | OKLO INC | $2.32万 | 0.00% | 467 | 15 | 3.3% | $744 | 加仓 |
| ROST | ROSS STORES INC | $2.31万 | 0.00% | 106 | 80 | 307.7% | $1.75万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $2.31万 | 0.00% | 299 | 299 | — | $2.31万 | 新建仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.31万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $2.30万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $2.30万 | 0.00% | 42 | 22 | 110.0% | $1.20万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $2.30万 | 0.00% | 1,100 | -50 | -4.3% | -$1,045 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $2.30万 | 0.00% | 64 | 3 | 4.9% | $1,076 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.29万 | 0.00% | 21 | 6 | 40.0% | $6,532 | 加仓 |
| WELL | WELLTOWER INC | $2.28万 | 0.00% | 115 | 46 | 66.7% | $9,130 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.28万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $2.27万 | 0.00% | 196 | 27 | 16.0% | $3,127 | 加仓 |
| VEEV | VEEVA SYS INC | $2.26万 | 0.00% | 129 | 10 | 8.4% | $1,751 | 加仓 |
| — | ADVISORSHARES TR | $2.26万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $2.25万 | 0.00% | 369 | 60 | 19.4% | $3,665 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $2.25万 | 0.00% | 306 | 79 | 34.8% | $5,797 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2.23万 | 0.00% | 1,936 | 22 | 1.1% | $253 | 加仓 |
| ONB | OLD NATL BANCORP IND | $2.21万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |