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 |
|---|---|---|---|---|---|---|---|---|
| SRE | SEMPRA | $1.89万 | 0.00% | 204 | 14 | 7.4% | $1,298 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $1.89万 | 0.00% | 2,500 | 2,500 | — | $1.89万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.89万 | 0.00% | 196 | 72 | 58.1% | $6,937 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1.88万 | 0.00% | 702 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.87万 | 0.00% | 162 | 23 | 16.5% | $2,655 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $1.86万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $1.85万 | 0.00% | 381 | 15 | 4.1% | $728 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.85万 | 0.00% | 313 | 222 | 244.0% | $1.31万 | 加仓 |
| GIS | GENERAL MILLS INC | $1.84万 | 0.00% | 529 | -239 | -31.1% | -$8,318 | 减仓 |
| OKLO | OKLO INC | $1.83万 | 0.00% | 349 | -118 | -25.3% | -$6,175 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $1.82万 | 0.00% | 1,634 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $1.81万 | 0.00% | 273 | -141 | -34.1% | -$9,348 | 减仓 |
| ET | ENERGY TRANSFER L P | $1.81万 | 0.00% | 946 | 162 | 20.7% | $3,097 | 加仓 |
| SGOL | ETFS GOLD TR | $1.81万 | 0.00% | 473 | 473 | — | $1.81万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.80万 | 0.00% | 652 | 652 | — | $1.80万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $1.79万 | 0.00% | 76 | -5 | -6.2% | -$1,178 | 减仓 |
| EIS | ISHARES INC | $1.79万 | 0.00% | 148 | 22 | 17.5% | $2,656 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1.77万 | 0.00% | 908 | 429 | 89.6% | $8,370 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1.77万 | 0.00% | 1,848 | 151 | 8.9% | $1,446 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.77万 | 0.00% | 65 | 17 | 35.4% | $4,623 | 加仓 |
| MCO | MOODYS CORP | $1.77万 | 0.00% | 39 | 11 | 39.3% | $4,986 | 加仓 |
| ITT | ITT INC | $1.76万 | 0.00% | 89 | 1 | 1.1% | $198 | 加仓 |
| EQNR | EQUINOR ASA | $1.76万 | 0.00% | 560 | -251 | -30.9% | -$7,881 | 减仓 |
| COWZ | PACER FDS TR | $1.75万 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $1.75万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.71万 | 0.00% | 130 | 95 | 271.4% | $1.25万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $1.71万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| DPZ | DOMINOS PIZZA INC | $1.71万 | 0.00% | 58 | -6 | -9.4% | -$1,770 | 减仓 |
| EL | LAUDER ESTEE COS INC | $1.70万 | 0.00% | 216 | 143 | 195.9% | $1.13万 | 加仓 |
| KVUE | KENVUE INC | $1.70万 | 0.00% | 891 | 159 | 21.7% | $3,037 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $1.70万 | 0.00% | 1,566 | 50 | 3.3% | $543 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $1.70万 | 0.00% | 1,400 | 1,400 | — | $1.70万 | 新建仓 |
| DXCM | DEXCOM INC | $1.69万 | 0.00% | 251 | 36 | 16.7% | $2,425 | 加仓 |
| WAB | WABTEC | $1.69万 | 0.00% | 63 | 9 | 16.7% | $2,414 | 加仓 |
| EFG | ISHARES TR | $1.68万 | 0.00% | 135 | 113 | 513.6% | $1.41万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.68万 | 0.00% | 372 | 78 | 26.5% | $3,519 | 加仓 |
| FAST | FASTENAL CO | $1.67万 | 0.00% | 348 | 29 | 9.1% | $1,394 | 加仓 |
| IQQQ | PROSHARES TR | $1.66万 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $1.66万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.63万 | 0.00% | 1,572 | 1,572 | — | $1.63万 | 新建仓 |
| — | ARK ETF TR | $1.62万 | 0.00% | 533 | 100 | 23.1% | $3,038 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.61万 | 0.00% | 68 | 28 | 70.0% | $6,615 | 加仓 |
| CDW | CDW CORP | $1.60万 | 0.00% | 114 | 11 | 10.7% | $1,547 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $1.60万 | 0.00% | 63 | -12 | -16.0% | -$3,054 | 减仓 |
| HYG | ISHARES TR | $1.60万 | 0.00% | 200 | -200 | -50.0% | -$1.60万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1.59万 | 0.00% | 19 | -9 | -32.1% | -$7,554 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $1.59万 | 0.00% | 236 | 2 | 0.9% | $135 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $1.58万 | 0.00% | 659 | 206 | 45.5% | $4,942 | 加仓 |
| EBAY | EBAY INC. | $1.58万 | 0.00% | 141 | 19 | 15.6% | $2,124 | 加仓 |
| FICO | FAIR ISAAC CORP | $1.55万 | 0.00% | 13 | 6 | 85.7% | $7,169 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.53万 | 0.00% | 346 | 106 | 44.2% | $4,692 | 加仓 |
| ZTS | ZOETIS INC | $1.53万 | 0.00% | 213 | 70 | 49.0% | $5,030 | 加仓 |
| VMC | VULCAN MATLS CO | $1.53万 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $1.53万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.52万 | 0.00% | 237 | -20 | -7.8% | -$1,280 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.50万 | 0.00% | 240 | 200 | 500.0% | $1.25万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $1.48万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $1.48万 | 0.00% | 700 | -597 | -46.0% | -$1.26万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1.48万 | 0.00% | 1,117 | 55 | 5.2% | $727 | 加仓 |
| HEI | HEICO CORP NEW | $1.47万 | 0.00% | 41 | 8 | 24.2% | $2,872 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1.46万 | 0.00% | 40 | -7 | -14.9% | -$2,560 | 减仓 |
| IYT | ISHARES TR | $1.46万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $1.45万 | 0.00% | 152 | 52 | 52.0% | $4,972 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $1.45万 | 0.00% | 546 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES TR | $1.45万 | 0.00% | 292 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.45万 | 0.00% | 425 | 73 | 20.7% | $2,482 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $1.44万 | 0.00% | 358 | -1,199 | -77.0% | -$4.81万 | 减仓 |
| JBL | JABIL INC | $1.43万 | 0.00% | 37 | 3 | 8.8% | $1,161 | 加仓 |
| DHI | D R HORTON INC | $1.43万 | 0.00% | 88 | 17 | 23.9% | $2,762 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $1.42万 | 0.00% | 61 | 51 | 510.0% | $1.19万 | 加仓 |
| ALB | ALBEMARLE CORP | $1.42万 | 0.00% | 105 | 1 | 1.0% | $135 | 加仓 |
| — | NUVEEN MUN CR OPPORTUNITIES | $1.42万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $1.39万 | 0.00% | 83 | 23 | 38.3% | $3,856 | 加仓 |
| SJNK | SPDR SERIES TRUST | $1.38万 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $1.38万 | 0.00% | 375 | 375 | — | $1.38万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $1.38万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $1.37万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN INC | $1.36万 | 0.00% | 213 | 95 | 80.5% | $6,081 | 加仓 |
| ARGX | ARGENX SE | $1.36万 | 0.00% | 15 | 6 | 66.7% | $5,448 | 加仓 |
| — | BLACKROCK ENERGY & RES TR | $1.36万 | 0.00% | 916 | -1,364 | -59.8% | -$2.02万 | 减仓 |
| ECPG | ENCORE CAP GROUP INC | $1.35万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $1.35万 | 0.00% | 308 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $1.35万 | 0.00% | 59 | 20 | 51.3% | $4,572 | 加仓 |
| ING | ING GROEP N.V. | $1.35万 | 0.00% | 429 | 98 | 29.6% | $3,075 | 加仓 |
| — | HANCOCK JOHN INVS TR | $1.34万 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $1.33万 | 0.00% | 65 | 9 | 16.1% | $1,846 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $1.33万 | 0.00% | 369 | -30 | -7.5% | -$1,081 | 减仓 |
| DOW | DOW HLDGS INC | $1.32万 | 0.00% | 484 | 9 | 1.9% | $246 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1.32万 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $1.31万 | 0.00% | 577 | 370 | 178.7% | $8,430 | 加仓 |
| GM | GENERAL MTRS CO | $1.31万 | 0.00% | 170 | -35 | -17.1% | -$2,701 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1.30万 | 0.00% | 412 | -12 | -2.8% | -$379 | 减仓 |
| — | NORTHERN LTS FD TR IV | $1.30万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $1.30万 | 0.00% | 967 | 67 | 7.4% | $902 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $1.29万 | 0.00% | 61 | 47 | 335.7% | $9,962 | 加仓 |
| ARKG | ARK ETF TR | $1.29万 | 0.00% | 307 | -169 | -35.5% | -$7,108 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1.26万 | 0.00% | 38 | -5 | -11.6% | -$1,657 | 减仓 |
| CPT | CAMDEN PPTY TR | $1.26万 | 0.00% | 110 | 10 | 10.0% | $1,145 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1.25万 | 0.00% | 290 | 257 | 778.8% | $1.11万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1.25万 | 0.00% | 50 | 3 | 6.4% | $750 | 加仓 |