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 |
|---|---|---|---|---|---|---|---|---|
| NVTS | NAVITAS SEMICONDUCTOR CORP | $4.03万 | 0.00% | 2,250 | 250 | 12.5% | $4,480 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $4.02万 | 0.00% | 464 | 432 | 1,350.0% | $3.74万 | 加仓 |
| FDX | FEDEX CORP | $3.94万 | 0.00% | 126 | 34 | 37.0% | $1.06万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $3.92万 | 0.00% | 412 | 100 | 32.1% | $9,520 | 加仓 |
| TPHD | TIMOTHY PLAN | $3.90万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $3.87万 | 0.00% | 2,139 | -73 | -3.3% | -$1,320 | 减仓 |
| WAT | WATERS CORP | $3.86万 | 0.00% | 103 | 9 | 9.6% | $3,375 | 加仓 |
| QYLD | GLOBAL X FDS | $3.84万 | 0.00% | 2,082 | 299 | 16.8% | $5,510 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $3.84万 | 0.00% | 2,393 | -144 | -5.7% | -$2,309 | 减仓 |
| GWW | WW GRAINGER INC | $3.81万 | 0.00% | 28 | 1 | 3.7% | $1,360 | 加仓 |
| SAN | BANCO SANTANDER SA | $3.79万 | 0.00% | 2,749 | 445 | 19.3% | $6,142 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $3.79万 | 0.00% | 1,008 | 8 | 0.8% | $301 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $3.78万 | 0.00% | 2,054 | 64 | 3.2% | $1,178 | 加仓 |
| MSTR | STRATEGY INC | $3.77万 | 0.00% | 434 | -983 | -69.4% | -$8.54万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $3.77万 | 0.00% | 727 | 13 | 1.8% | $674 | 加仓 |
| XBI | SPDR SERIES TRUST | $3.77万 | 0.00% | 238 | 233 | 4,660.0% | $3.69万 | 加仓 |
| SPBO | SPDR SERIES TRUST | $3.75万 | 0.00% | 1,292 | 0 | 0.0% | — | 不变 |
| TPLC | TIMOTHY PLAN | $3.72万 | 0.00% | 739 | -674 | -47.7% | -$3.39万 | 减仓 |
| ILTB | ISHARES TR | $3.67万 | 0.00% | 745 | -961 | -56.3% | -$4.73万 | 减仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $3.67万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $3.66万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $3.64万 | 0.00% | 65 | 7 | 12.1% | $3,923 | 加仓 |
| PWR | QUANTA SVCS INC | $3.64万 | 0.00% | 51 | 9 | 21.4% | $6,427 | 加仓 |
| GNRC | GENERAC HLDGS INC | $3.63万 | 0.00% | 124 | 123 | 12,300.0% | $3.60万 | 加仓 |
| SHE | SPDR SERIES TRUST | $3.57万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $3.56万 | 0.00% | 610 | 292 | 91.8% | $1.71万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $3.55万 | 0.00% | 57 | 7 | 14.0% | $4,365 | 加仓 |
| ADSK | AUTODESK INC | $3.55万 | 0.00% | 183 | -34 | -15.7% | -$6,598 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $3.54万 | 0.00% | 950 | 150 | 18.8% | $5,595 | 加仓 |
| VDE | VANGUARD WORLD FD | $3.53万 | 0.00% | 235 | -185 | -44.0% | -$2.78万 | 减仓 |
| AZO | AUTOZONE INC | $3.48万 | 0.00% | 11 | 3 | 37.5% | $9,501 | 加仓 |
| WPC | WP CAREY INC | $3.48万 | 0.00% | 486 | 8 | 1.7% | $573 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $3.47万 | 0.00% | 346 | -36 | -9.4% | -$3,609 | 减仓 |
| CLX | CLOROX CO DEL | $3.46万 | 0.00% | 362 | 19 | 5.5% | $1,815 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $3.44万 | 0.00% | 512 | 501 | 4,554.5% | $3.37万 | 加仓 |
| ARKX | ARK ETF TR | $3.41万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY COVINGTON TRUST | $3.40万 | 0.00% | 648 | 408 | 170.0% | $2.14万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.40万 | 0.00% | 117 | -4 | -3.3% | -$1,162 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $3.40万 | 0.00% | 741 | -300 | -28.8% | -$1.38万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $3.39万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SR | SPIRE INC | $3.39万 | 0.00% | 434 | 6 | 1.4% | $469 | 加仓 |
| ROST | ROSS STORES INC | $3.38万 | 0.00% | 159 | 53 | 50.0% | $1.13万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.37万 | 0.00% | 112 | -2 | -1.8% | -$602 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $3.35万 | 0.00% | 272 | 72 | 36.0% | $8,860 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $3.32万 | 0.00% | 173 | 59 | 51.8% | $1.13万 | 加仓 |
| — | NUVEEN MASS QUALITY MUN INC | $3.27万 | 0.00% | 2,516 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $3.25万 | 0.00% | 24 | 13 | 118.2% | $1.76万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3.23万 | 0.00% | 749 | -78 | -9.4% | -$3,368 | 减仓 |
| UNM | UNUM GROUP | $3.23万 | 0.00% | 362 | 4 | 1.1% | $357 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3.23万 | 0.00% | 86 | 16 | 22.9% | $6,004 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $3.21万 | 0.00% | 1,355 | -1,507 | -52.7% | -$3.57万 | 减仓 |
| SNPS | SYNOPSYS INC | $3.21万 | 0.00% | 72 | 19 | 35.8% | $8,459 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $3.20万 | 0.00% | 622 | -24 | -3.7% | -$1,234 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $3.16万 | 0.00% | 1,078 | 23 | 2.2% | $675 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $3.15万 | 0.00% | 566 | 566 | — | $3.15万 | 新建仓 |
| APP | APPLOVIN CORP | $3.14万 | 0.00% | 61 | -68 | -52.7% | -$3.50万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $3.12万 | 0.00% | 798 | 798 | — | $3.12万 | 新建仓 |
| NRG | NRG ENERGY INC | $3.11万 | 0.00% | 213 | -51 | -19.3% | -$7,442 | 减仓 |
| CPNG | COUPANG INC | $3.10万 | 0.00% | 1,782 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $3.09万 | 0.00% | 199 | 103 | 107.3% | $1.60万 | 加仓 |
| GLPI | GAMING & LEISURE P | $3.07万 | 0.00% | 689 | -6 | -0.9% | -$267 | 减仓 |
| MAGS | LISTED FDS TR | $3.04万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $3.04万 | 0.00% | 1,037 | 37 | 3.7% | $1,084 | 加仓 |
| TWLO | TWILIO INC | $3.03万 | 0.00% | 147 | -55 | -27.2% | -$1.13万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $3.03万 | 0.00% | 228 | 5 | 2.2% | $664 | 加仓 |
| SDIV | GLOBAL X FDS | $3.02万 | 0.00% | 1,237 | -324 | -20.8% | -$7,920 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3.02万 | 0.00% | 643 | 6 | 0.9% | $282 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3.01万 | 0.00% | 173 | 1 | 0.6% | $174 | 加仓 |
| AGGY | WISDOMTREE TR | $3.01万 | 0.00% | 692 | 3 | 0.4% | $131 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $3.00万 | 0.00% | 725 | 3 | 0.4% | $124 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $3.00万 | 0.00% | 1,400 | 1,400 | — | $3.00万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $3.00万 | 0.00% | 126 | 6 | 5.0% | $1,428 | 加仓 |
| LWAY | LIFEWAY FOODS INC | $2.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $2.96万 | 0.00% | 343 | 243 | 243.0% | $2.10万 | 加仓 |
| SKT | TANGER INC | $2.96万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $2.95万 | 0.00% | 796 | -16 | -2.0% | -$594 | 减仓 |
| IDXX | IDEXX LABS INC | $2.95万 | 0.00% | 56 | -1 | -1.8% | -$526 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $2.94万 | 0.00% | 1,762 | 1,118 | 173.6% | $1.87万 | 加仓 |
| NET | CLOUDFLARE INC | $2.93万 | 0.00% | 119 | -20 | -14.4% | -$4,920 | 减仓 |
| CVNA | CARVANA CO | $2.92万 | 0.00% | 444 | -1 | -0.2% | -$66 | 减仓 |
| AVY | AVERY DENNISON CORP | $2.92万 | 0.00% | 180 | 172 | 2,150.0% | $2.79万 | 加仓 |
| FAF | FIRST AMERN FINL CORP | $2.92万 | 0.00% | 426 | -31 | -6.8% | -$2,126 | 减仓 |
| IWP | ISHARES TR | $2.91万 | 0.00% | 199 | -59 | -22.9% | -$8,638 | 减仓 |
| HPQ | HP INC | $2.91万 | 0.00% | 1,326 | 80 | 6.4% | $1,755 | 加仓 |
| HACK | AMPLIFY ETF TR | $2.89万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $2.89万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.89万 | 0.00% | 187 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $2.88万 | 0.00% | 756 | -394 | -34.3% | -$1.50万 | 减仓 |
| SYM | SYMBOTIC INC | $2.87万 | 0.00% | 639 | 76 | 13.5% | $3,416 | 加仓 |
| SPHY | SPDR SERIES TRUST | $2.85万 | 0.00% | 1,217 | 1,217 | — | $2.85万 | 新建仓 |
| QGRO | AMERICAN CENTY ETF TR | $2.85万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.84万 | 0.00% | 692 | 8 | 1.2% | $328 | 加仓 |
| EIX | EDISON INTL | $2.83万 | 0.00% | 380 | 7 | 1.9% | $521 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2.82万 | 0.00% | 702 | -158 | -18.4% | -$6,356 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.81万 | 0.00% | 184 | 176 | 2,200.0% | $2.69万 | 加仓 |
| SCZ | ISHARES TR | $2.81万 | 0.00% | 341 | -19 | -5.3% | -$1,564 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $2.80万 | 0.00% | 1,433 | 1,433 | — | $2.80万 | 新建仓 |
| IYH | ISHARES TR | $2.78万 | 0.00% | 415 | 200 | 93.0% | $1.34万 | 加仓 |
| WYNN | WYNN RESORTS LTD | $2.78万 | 0.00% | 286 | 13 | 4.8% | $1,262 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $2.76万 | 0.00% | 634 | -75 | -10.6% | -$3,262 | 减仓 |