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 |
|---|---|---|---|---|---|---|---|---|
| SPLV | INVESCO EXCH TRADED FD TR II | $2.19万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | AVALONBAY CMNTYS INC | $2.19万 | 0.00% | 134 | 132 | 6,600.0% | $2.16万 | 加仓 |
| SNA | SNAP ON INC | $2.18万 | 0.00% | 60 | 3 | 5.3% | $1,090 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.16万 | 0.00% | 48 | 10 | 26.3% | $4,508 | 加仓 |
| NULV | NUSHARES ETF TR | $2.16万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $2.16万 | 0.00% | 89 | 49 | 122.5% | $1.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.15万 | 0.00% | 554 | 554 | — | $2.15万 | 新建仓 |
| TRGP | TARGA RES CORP | $2.13万 | 0.00% | 85 | 43 | 102.4% | $1.08万 | 加仓 |
| VDC | VANGUARD WORLD FD | $2.11万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $2.11万 | 0.00% | 261 | 261 | — | $2.11万 | 新建仓 |
| SNPS | SYNOPSYS INC | $2.08万 | 0.00% | 53 | 21 | 65.6% | $8,252 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $2.08万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $2.07万 | 0.00% | 335 | 23 | 7.4% | $1,424 | 加仓 |
| HACK | AMPLIFY ETF TR | $2.07万 | 0.00% | 276 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $2.07万 | 0.00% | 429 | 29 | 7.2% | $1,400 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.06万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $2.06万 | 0.00% | 188 | 3 | 1.6% | $329 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $2.05万 | 0.00% | 2,282 | 404 | 21.5% | $3,628 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $2.04万 | 0.00% | 1,634 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $2.04万 | 0.00% | 698 | -3 | -0.4% | -$88 | 减仓 |
| — | VANECK ETF TRUST | $2.03万 | 0.00% | 524 | 524 | — | $2.03万 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $2.02万 | 0.00% | 2,935 | 250 | 9.3% | $1,718 | 加仓 |
| B | BARRICK MNG CORP | $2.02万 | 0.00% | 494 | 244 | 97.6% | $9,953 | 加仓 |
| ABNB | AIRBNB INC | $2.01万 | 0.00% | 159 | 32 | 25.2% | $4,050 | 加仓 |
| — | FIS TR | $2.01万 | 0.00% | 625 | 625 | — | $2.01万 | 新建仓 |
| ORI | OLD REP INTL CORP | $2.00万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| TBT | PROSHARES TR | $1.99万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.98万 | 0.00% | 475 | 99 | 26.3% | $4,123 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $1.97万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| SCYB | SCHWAB STRATEGIC TR | $1.96万 | 0.00% | 752 | 752 | — | $1.96万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.95万 | 0.00% | 96 | 62 | 182.4% | $1.26万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.95万 | 0.00% | 41 | 8 | 24.2% | $3,797 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.94万 | 0.00% | 70 | 32 | 84.2% | $8,889 | 加仓 |
| LWAY | LIFEWAY FOODS INC | $1.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $1.92万 | 0.00% | 424 | 69 | 19.4% | $3,126 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.91万 | 0.00% | 281 | 25 | 9.8% | $1,703 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $1.90万 | 0.00% | 800 | 150 | 23.1% | $3,561 | 加仓 |
| BF/A | BROWN FORMAN CORP | $1.90万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| LIT | GLOBAL X FDS | $1.89万 | 0.00% | 255 | -7 | -2.7% | -$520 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.89万 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $1.89万 | 0.00% | 892 | -219 | -19.7% | -$4,632 | 减仓 |
| PL | PLANET LABS PBC | $1.89万 | 0.00% | 675 | 0 | 0.0% | — | 不变 |
| FUTY | FIDELITY COVINGTON TRUST | $1.88万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $1.87万 | 0.00% | 104 | 104 | — | $1.87万 | 新建仓 |
| FLEX | FLEXTRONICS INTL LTD | $1.87万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1.86万 | 0.00% | 114 | 114 | — | $1.86万 | 新建仓 |
| SRE | SEMPRA | $1.85万 | 0.00% | 190 | 78 | 69.6% | $7,596 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $1.85万 | 0.00% | 1,493 | -2 | -0.1% | -$25 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.83万 | 0.00% | 257 | 7 | 2.8% | $498 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1.82万 | 0.00% | 84 | 44 | 110.0% | $9,559 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1.82万 | 0.00% | 64 | 5 | 8.5% | $1,419 | 加仓 |
| HRB | BLOCK H &R INC | $1.81万 | 0.00% | 571 | 23 | 4.2% | $730 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.81万 | 0.00% | 246 | 105 | 74.5% | $7,732 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1.81万 | 0.00% | 407 | 41 | 11.2% | $1,822 | 加仓 |
| IJJ | ISHARES TR | $1.80万 | 0.00% | 136 | 2 | 1.5% | $265 | 加仓 |
| MAS | MASCO CORP | $1.77万 | 0.00% | 294 | 12 | 4.3% | $724 | 加仓 |
| SIL | GLOBAL X FDS | $1.77万 | 0.00% | 197 | 137 | 228.3% | $1.23万 | 加仓 |
| COWZ | PACER FDS TR | $1.76万 | 0.00% | 282 | 1 | 0.4% | $63 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $1.76万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.76万 | 0.00% | 1,172 | 48 | 4.3% | $722 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $1.75万 | 0.00% | 2,000 | 800 | 66.7% | $7,016 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1.75万 | 0.00% | 157 | 48 | 44.0% | $5,348 | 加仓 |
| IHI | ISHARES TR | $1.75万 | 0.00% | 327 | 121 | 58.7% | $6,458 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $1.74万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $1.73万 | 0.00% | 408 | 6 | 1.5% | $255 | 加仓 |
| DBX | DROPBOX INC | $1.72万 | 0.00% | 759 | -11 | -1.4% | -$250 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $1.72万 | 0.00% | 75 | 16 | 27.1% | $3,677 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $1.71万 | 0.00% | 262 | 6 | 2.3% | $391 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.70万 | 0.00% | 3,379 | -1,039 | -23.5% | -$5,227 | 减仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $1.69万 | 0.00% | 424 | 424 | — | $1.69万 | 新建仓 |
| ZTS | ZOETIS INC | $1.69万 | 0.00% | 143 | -2 | -1.4% | -$236 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.68万 | 0.00% | 1,516 | 1,292 | 576.8% | $1.43万 | 加仓 |
| ITT | ITT INC | $1.68万 | 0.00% | 88 | 88 | — | $1.68万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.67万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $1.67万 | 0.00% | 108 | 35 | 47.9% | $5,418 | 加仓 |
| PNR | PENTAIR PLC | $1.66万 | 0.00% | 190 | 23 | 13.8% | $2,005 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $1.65万 | 0.00% | 46 | 20 | 76.9% | $7,178 | 加仓 |
| DG | DOLLAR GEN CORP | $1.65万 | 0.00% | 139 | 11 | 8.6% | $1,305 | 加仓 |
| PPG | PPG INDS INC | $1.64万 | 0.00% | 153 | 12 | 8.5% | $1,283 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.63万 | 0.00% | 214 | -42 | -16.4% | -$3,199 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $1.61万 | 0.00% | 1,016 | -350 | -25.6% | -$5,558 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $1.60万 | 0.00% | 451 | 451 | — | $1.60万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1.60万 | 0.00% | 59 | 55 | 1,375.0% | $1.49万 | 加仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $1.60万 | 0.00% | 234 | 234 | — | $1.60万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1.60万 | 0.00% | 81 | 70 | 636.4% | $1.38万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1.59万 | 0.00% | 1,062 | 91 | 9.4% | $1,366 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.59万 | 0.00% | 188 | 18 | 10.6% | $1,526 | 加仓 |
| SANM | SANMINA CORP | $1.57万 | 0.00% | 121 | 54 | 80.6% | $7,001 | 加仓 |
| UDR | UDR INC | $1.56万 | 0.00% | 463 | -21 | -4.3% | -$709 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $1.56万 | 0.00% | 424 | 424 | — | $1.56万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $1.55万 | 0.00% | 33 | 23 | 230.0% | $1.08万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1.55万 | 0.00% | 546 | 546 | — | $1.55万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.53万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $1.53万 | 0.00% | 220 | 1 | 0.5% | $69 | 加仓 |
| GM | GENERAL MTRS CO | $1.53万 | 0.00% | 205 | 42 | 25.8% | $3,128 | 加仓 |
| BXP | BXP INC | $1.53万 | 0.00% | 294 | 44 | 17.6% | $2,284 | 加仓 |
| NVT | NVENT ELEC PLC | $1.51万 | 0.00% | 128 | -3 | -2.3% | -$355 | 减仓 |
| ROKU | ROKU INC | $1.51万 | 0.00% | 160 | 12 | 8.1% | $1,135 | 加仓 |
| ET | ENERGY TRANSFER L P | $1.51万 | 0.00% | 784 | -57 | -6.8% | -$1,100 | 减仓 |