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 |
|---|---|---|---|---|---|---|---|---|
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $2.73万 | 0.00% | 1,373 | 579 | 72.9% | $1.15万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2.72万 | 0.00% | 400 | 325 | 433.3% | $2.21万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $2.71万 | 0.00% | 1,043 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $2.70万 | 0.00% | 312 | -33 | -9.6% | -$2,852 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2.70万 | 0.00% | 265 | 3 | 1.1% | $305 | 加仓 |
| VEEV | VEEVA SYS INC | $2.70万 | 0.00% | 152 | 23 | 17.8% | $4,078 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2.69万 | 0.00% | 1,500 | 484 | 47.6% | $8,678 | 加仓 |
| IJJ | ISHARES TR | $2.69万 | 0.00% | 182 | 46 | 33.8% | $6,794 | 加仓 |
| RIO | RIO TINTO PLC | $2.69万 | 0.00% | 283 | -9 | -3.1% | -$854 | 减仓 |
| ONB | OLD NATL BANCORP IND | $2.67万 | 0.00% | 1,031 | 31 | 3.1% | $803 | 加仓 |
| NOK | NOKIA CORP | $2.66万 | 0.00% | 2,006 | 1,373 | 216.9% | $1.82万 | 加仓 |
| SAP | SAP SE | $2.65万 | 0.00% | 172 | 19 | 12.4% | $2,930 | 加仓 |
| DLTR | DOLLAR TREE INC | $2.65万 | 0.00% | 219 | 31 | 16.5% | $3,749 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.65万 | 0.00% | 1,118 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $2.63万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| IWMI | NEOS ETF TRUST | $2.63万 | 0.00% | 491 | 491 | — | $2.63万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.62万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $2.62万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $2.61万 | 0.00% | 719 | -12 | -1.6% | -$436 | 减仓 |
| MLPA | GLOBAL X FDS | $2.61万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2.60万 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $2.60万 | 0.00% | 504 | 504 | — | $2.60万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $2.60万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $2.60万 | 0.00% | 107 | 64 | 148.8% | $1.55万 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $2.60万 | 0.00% | 2,005 | -156 | -7.2% | -$2,020 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $2.59万 | 0.00% | 222 | 26 | 13.3% | $3,037 | 加仓 |
| — | PIMCO GLOBAL STOCKPLUS INCOM | $2.59万 | 0.00% | 3,000 | 3,000 | — | $2.59万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $2.55万 | 0.00% | 342 | -99 | -22.4% | -$7,375 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $2.55万 | 0.00% | 175 | -15 | -7.9% | -$2,183 | 减仓 |
| SII | SPROTT INC | $2.53万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $2.52万 | 0.00% | 176 | 17 | 10.7% | $2,437 | 加仓 |
| MAS | MASCO CORP | $2.52万 | 0.00% | 310 | 16 | 5.4% | $1,302 | 加仓 |
| EPAM | EPAM SYS INC | $2.50万 | 0.00% | 315 | 303 | 2,525.0% | $2.40万 | 加仓 |
| SNA | SNAP ON INC | $2.49万 | 0.00% | 62 | 2 | 3.3% | $805 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.48万 | 0.00% | 511 | 501 | 5,010.0% | $2.43万 | 加仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $2.47万 | 0.00% | 374 | -50 | -11.8% | -$3,304 | 减仓 |
| HRB | BLOCK H & R INC | $2.42万 | 0.00% | 636 | 65 | 11.4% | $2,475 | 加仓 |
| CTAS | CINTAS CORP | $2.40万 | 0.00% | 141 | 54 | 62.1% | $9,210 | 加仓 |
| DDOG | DATADOG INC | $2.40万 | 0.00% | 92 | -2 | -2.1% | -$521 | 减仓 |
| BCS | BARCLAYS PLC | $2.40万 | 0.00% | 892 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $2.39万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $2.38万 | 0.00% | 1,960 | 24 | 1.2% | $291 | 加仓 |
| NULV | NUSHARES ETF TR | $2.37万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $2.36万 | 0.00% | 59 | 6 | 11.3% | $2,396 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $2.32万 | 0.00% | 375 | -202 | -35.0% | -$1.25万 | 减仓 |
| IWS | ISHARES TR | $2.30万 | 0.00% | 140 | -42 | -23.1% | -$6,913 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $2.28万 | 0.00% | 411 | 42 | 11.4% | $2,333 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.28万 | 0.00% | 52 | 11 | 26.8% | $4,817 | 加仓 |
| FISV | FISERV INC | $2.27万 | 0.00% | 463 | 415 | 864.6% | $2.04万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $2.27万 | 0.00% | 129 | 4 | 3.2% | $704 | 加仓 |
| ICF | ISHARES TR | $2.27万 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $2.25万 | 0.00% | 570 | 1 | 0.2% | $39 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $2.23万 | 0.00% | 324 | 324 | — | $2.23万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $2.23万 | 0.00% | 2,750 | -2,250 | -45.0% | -$1.82万 | 重新持有 |
| — | FIS TR | $2.22万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $2.21万 | 0.00% | 209 | -25 | -10.7% | -$2,642 | 减仓 |
| DBX | DROPBOX INC | $2.21万 | 0.00% | 804 | 45 | 5.9% | $1,236 | 加仓 |
| ADBE | ADOBE INC | $2.21万 | 0.00% | 108 | 19 | 21.3% | $3,883 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2.20万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $2.17万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $2.16万 | 0.00% | 2,200 | 2,200 | — | $2.16万 | 新建仓 |
| USB | US BANCORP | $2.15万 | 0.00% | 355 | 78 | 28.2% | $4,714 | 加仓 |
| EMN | EASTMAN CHEM CO | $2.14万 | 0.00% | 319 | 7 | 2.2% | $469 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2.14万 | 0.00% | 241 | 27 | 12.6% | $2,393 | 加仓 |
| VDC | VANGUARD WORLD FD | $2.12万 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.11万 | 0.00% | 214 | 124 | 137.8% | $1.22万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $2.09万 | 0.00% | 36 | 12 | 50.0% | $6,975 | 加仓 |
| MAIN | MAIN STR CAP CORP | $2.08万 | 0.00% | 400 | -3,375 | -89.4% | -$17.51万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2.06万 | 0.00% | 874 | 276 | 46.2% | $6,510 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $2.06万 | 0.00% | 3,186 | 251 | 8.6% | $1,624 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $2.06万 | 0.00% | 459 | 52 | 12.8% | $2,332 | 加仓 |
| AMP | AMERIPRISE FINL INC | $2.06万 | 0.00% | 45 | -3 | -6.2% | -$1,370 | 减仓 |
| PPG | PPG INDS INC | $2.05万 | 0.00% | 169 | 16 | 10.5% | $1,941 | 加仓 |
| COIN | COINBASE GLOBAL INC | $2.05万 | 0.00% | 140 | -560 | -80.0% | -$8.20万 | 减仓 |
| ORI | OLD REP INTL CORP | $2.05万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $2.04万 | 0.00% | 148 | -12 | -7.5% | -$1,658 | 减仓 |
| ONTO | ONTO INNOVATION INC | $2.04万 | 0.00% | 54 | 53 | 5,300.0% | $2.01万 | 加仓 |
| URI | UNITED RENTALS INC | $2.04万 | 0.00% | 18 | 11 | 157.1% | $1.25万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $2.04万 | 0.00% | 266 | 75 | 39.3% | $5,747 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $2.04万 | 0.00% | 276 | 276 | — | $2.04万 | 新建仓 |
| SPTS | SPDR SERIES TRUST | $2.04万 | 0.00% | 702 | 4 | 0.6% | $116 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $1.99万 | 0.00% | 262 | -19 | -6.8% | -$1,446 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $1.99万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $1.98万 | 0.00% | 74 | -11 | -12.9% | -$2,949 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1.98万 | 0.00% | 115 | -84 | -42.2% | -$1.45万 | 减仓 |
| TBT | PROSHARES TR | $1.98万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| SANM | SANMINA CORP | $1.97万 | 0.00% | 78 | -43 | -35.5% | -$1.09万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $1.97万 | 0.00% | 3,382 | 3 | 0.1% | $17 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $1.97万 | 0.00% | 752 | 0 | 0.0% | — | 不变 |
| GSEW | GOLDMAN SACHS ETF TR | $1.96万 | 0.00% | 208 | -25 | -10.7% | -$2,360 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $1.95万 | 0.00% | 348 | -52 | -13.0% | -$2,920 | 减仓 |
| BXP | BXP INC | $1.94万 | 0.00% | 293 | -1 | -0.3% | -$66 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1.94万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $1.94万 | 0.00% | 708 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $1.93万 | 0.00% | 484 | 21 | 4.5% | $838 | 加仓 |
| HUBS | HUBSPOT INC | $1.93万 | 0.00% | 106 | 66 | 165.0% | $1.20万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $1.93万 | 0.00% | 222 | 2 | 0.9% | $174 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.92万 | 0.00% | 365 | 327 | 860.5% | $1.72万 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $1.90万 | 0.00% | 101 | -33 | -24.6% | -$6,219 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.90万 | 0.00% | 126 | 126 | — | $1.90万 | 新建仓 |