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 |
|---|---|---|---|---|---|---|---|---|
| — | VOLATILITY SHS TR | $1.50万 | 0.00% | 1,019 | 2 | 0.2% | $29 | 加仓 |
| HAS | HASBRO INC | $1.50万 | 0.00% | 160 | -32 | -16.7% | -$2,990 | 减仓 |
| FAST | FASTENAL CO | $1.48万 | 0.00% | 319 | 121 | 61.1% | $5,619 | 加仓 |
| RDDT | REDDIT INC | $1.48万 | 0.00% | 110 | -229 | -67.6% | -$3.08万 | 减仓 |
| — | SPDR SERIES TRUST | $1.48万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $1.48万 | 0.00% | 87 | 51 | 141.7% | $8,662 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.48万 | 0.00% | 399 | 399 | — | $1.48万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.48万 | 0.00% | 711 | 711 | — | $1.48万 | 新建仓 |
| EIS | ISHARES INC | $1.46万 | 0.00% | 126 | 10 | 8.6% | $1,160 | 加仓 |
| USB | US BANCORP | $1.44万 | 0.00% | 277 | 120 | 76.4% | $6,237 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1.43万 | 0.00% | 24 | 11 | 84.6% | $6,551 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.42万 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.42万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.41万 | 0.00% | 900 | 140 | 18.4% | $2,201 | 加仓 |
| VMC | VULCAN MATLS CO | $1.41万 | 0.00% | 52 | 11 | 26.8% | $2,974 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $1.40万 | 0.00% | 152 | 96 | 171.4% | $8,824 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1.40万 | 0.00% | 149 | 127 | 577.3% | $1.19万 | 加仓 |
| KR | KROGER CO | $1.40万 | 0.00% | 193 | 91 | 89.2% | $6,585 | 加仓 |
| EOG | EOG RES INC | $1.39万 | 0.00% | 96 | 43 | 81.1% | $6,218 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1.38万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN CR OPPORTUNITIES | $1.38万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC | $1.37万 | 0.00% | 95 | 13 | 15.9% | $1,871 | 加仓 |
| IQQQ | PROSHARES TR | $1.36万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.36万 | 0.00% | 271 | -146 | -35.0% | -$7,306 | 减仓 |
| DXCM | DEXCOM INC | $1.35万 | 0.00% | 215 | 24 | 12.6% | $1,507 | 加仓 |
| IQLT | ISHARES TR | $1.35万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| BAR | GRANITESHARES GOLD TR | $1.35万 | 0.00% | 293 | -164 | -35.9% | -$7,552 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1.35万 | 0.00% | 11 | 6 | 120.0% | $7,358 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.35万 | 0.00% | 1,697 | 405 | 31.3% | $3,216 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $1.35万 | 0.00% | 794 | 133 | 20.1% | $2,257 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $1.35万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $1.34万 | 0.00% | 527 | 27 | 5.4% | $688 | 加仓 |
| EFAV | ISHARES TR | $1.34万 | 0.00% | 147 | -15 | -9.3% | -$1,371 | 减仓 |
| WAB | WABTEC | $1.34万 | 0.00% | 54 | 19 | 54.3% | $4,714 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $1.34万 | 0.00% | 191 | 131 | 218.3% | $9,181 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1.33万 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $1.33万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN INVT TR II | $1.30万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $1.30万 | 0.00% | 37 | 15 | 68.2% | $5,251 | 加仓 |
| KVUE | KENVUE INC | $1.26万 | 0.00% | 732 | 178 | 32.1% | $3,069 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $1.26万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $1.26万 | 0.00% | 476 | 169 | 55.0% | $4,463 | 加仓 |
| IYT | ISHARES TR | $1.25万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $1.25万 | 0.00% | 42 | 2 | 5.0% | $594 | 加仓 |
| CDW | CDW CORP | $1.25万 | 0.00% | 103 | -70 | -40.5% | -$8,471 | 减仓 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $1.25万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1.24万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1.23万 | 0.00% | 60 | 22 | 57.9% | $4,503 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.21万 | 0.00% | 43 | 7 | 19.4% | $1,967 | 加仓 |
| MCO | MOODYS CORP | $1.21万 | 0.00% | 28 | 1 | 3.7% | $431 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $1.21万 | 0.00% | 3,052 | 0 | 0.0% | — | 不变 |
| CODI | COMPASS DIVERSIFIED | $1.19万 | 0.00% | 1,516 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $1.19万 | 0.00% | 1,318 | 825 | 167.3% | $7,457 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $1.18万 | 0.00% | 598 | 183 | 44.1% | $3,616 | 加仓 |
| NICE | NICE LTD | $1.18万 | 0.00% | 107 | 6 | 5.9% | $662 | 加仓 |
| HTO | H2O AMERICA | $1.17万 | 0.00% | 200 | 200 | — | $1.17万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $1.17万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| CMDT | PIMCO ETF TR | $1.17万 | 0.00% | 363 | 363 | — | $1.17万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1.17万 | 0.00% | 763 | -840 | -52.4% | -$1.29万 | 减仓 |
| — | ARK ETF TR | $1.17万 | 0.00% | 433 | 36 | 9.1% | $969 | 加仓 |
| AA | ALCOA CORP | $1.16万 | 0.00% | 175 | 172 | 5,733.3% | $1.14万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1.14万 | 0.00% | 56 | 21 | 60.0% | $4,281 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.14万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $1.13万 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.13万 | 0.00% | 352 | 109 | 44.9% | $3,489 | 加仓 |
| CIEN | CIENA CORP | $1.13万 | 0.00% | 29 | 15 | 107.1% | $5,824 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $1.13万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC | $1.12万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $1.12万 | 0.00% | 207 | 40 | 24.0% | $2,157 | 加仓 |
| EBAY | EBAY INC. | $1.11万 | 0.00% | 122 | 62 | 103.3% | $5,646 | 加仓 |
| DDOG | DATADOG INC | $1.11万 | 0.00% | 94 | 61 | 184.8% | $7,204 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $1.11万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.11万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $1.11万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1.10万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $1.10万 | 0.00% | 261 | 11 | 4.4% | $465 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $1.10万 | 0.00% | 644 | -2,975 | -82.2% | -$5.09万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1.10万 | 0.00% | 327 | 327 | — | $1.10万 | 新建仓 |
| OUSA | ALPS ETF TR | $1.10万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $1.09万 | 0.00% | 338 | 338 | — | $1.09万 | 新建仓 |
| BYD | BOYD GAMING CORP | $1.09万 | 0.00% | 132 | -12 | -8.3% | -$990 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $1.09万 | 0.00% | 842 | -179 | -17.5% | -$2,314 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1.09万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| GQRE | FLEXSHARES TR | $1.09万 | 0.00% | 182 | 0 | 0.0% | — | 不变 |
| PCEF | INVESCO EXCH TRADED FD TR II | $1.08万 | 0.00% | 572 | -129 | -18.4% | -$2,429 | 减仓 |
| OLED | UNIVERSAL DISPLAY CORP | $1.08万 | 0.00% | 117 | 101 | 631.2% | $9,291 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1.07万 | 0.00% | 139 | 39 | 39.0% | $3,000 | 加仓 |
| SONY | SONY GROUP CORP | $1.06万 | 0.00% | 510 | -795 | -60.9% | -$1.64万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $1.02万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.01万 | 0.00% | 240 | 240 | — | $1.01万 | 新建仓 |
| HLN | HALEON PLC | $1.01万 | 0.00% | 1,011 | -164 | -14.0% | -$1,641 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $1.00万 | 0.00% | 489 | 6 | 1.2% | $123 | 加仓 |
| MLPX | GLOBAL X FDS | $9,982 | 0.00% | 135 | 135 | — | $9,982 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $9,958 | 0.00% | 137 | 68 | 98.6% | $4,943 | 加仓 |
| RGLD | ROYAL GOLD INC | $9,924 | 0.00% | 39 | 34 | 680.0% | $8,652 | 加仓 |
| ANIK | ANIKA THERAPEUTICS INC | $9,874 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $9,854 | 0.00% | 109 | 25 | 29.8% | $2,260 | 加仓 |
| SUSA | ISHARES TR | $9,836 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $9,793 | 0.00% | 71 | 14 | 24.6% | $1,931 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $9,780 | 0.00% | 227 | 87 | 62.1% | $3,748 | 加仓 |