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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.31亿 | 25.00% | 554,570 | 3,361 | 0.6% | $200.84万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.10亿 | 8.29% | 2,003,953 | 1,141,512 | 132.4% | $6,260.05万 | 加仓 |
| DGRO | ISHARES TR | $8,399.36万 | 6.34% | 1,196,825 | -16,589 | -1.4% | -$116.42万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $8,242.04万 | 6.22% | 996,012 | 150,577 | 17.8% | $1,246.03万 | 加仓 |
| IUSG | ISHARES TR | $7,703.47万 | 5.81% | 496,636 | 30,249 | 6.5% | $469.20万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $6,313.49万 | 4.76% | 1,248,215 | 1,246,240 | 63,100.8% | $6,303.50万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $6,049.77万 | 4.56% | 1,667,985 | 142,143 | 9.3% | $515.55万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,338.47万 | 4.03% | 941,864 | 192,704 | 25.7% | $1,092.24万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,404.24万 | 1.81% | 83,709 | 4,360 | 5.5% | $125.23万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $2,383.37万 | 1.80% | 1,036,246 | -147,080 | -12.4% | -$338.29万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,292.61万 | 1.73% | 35,253 | 987 | 2.9% | $64.19万 | 加仓 |
| SHYG | ISHARES TR | $2,216.10万 | 1.67% | 523,777 | -100,272 | -16.1% | -$424.25万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $2,151.70万 | 1.62% | 322,252 | 3,523 | 1.1% | $23.52万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,774.17万 | 1.34% | 101,729 | 3,316 | 3.4% | $57.83万 | 加仓 |
| AAPL | APPLE INC | $1,674.95万 | 1.26% | 65,999 | 848 | 1.3% | $21.52万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,121.83万 | 0.85% | 203,082 | 10,221 | 5.3% | $56.46万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,032.20万 | 0.78% | 254,613 | 10,528 | 4.3% | $42.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,028.86万 | 0.78% | 17,820 | 783 | 4.6% | $45.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $866.00万 | 0.65% | 23,395 | -48 | -0.2% | -$1.78万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $858.93万 | 0.65% | 374,265 | 17,652 | 4.9% | $40.51万 | 加仓 |
| AMZN | AMAZON COM INC | $794.48万 | 0.60% | 38,148 | -1,811 | -4.5% | -$37.72万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $776.95万 | 0.59% | 139,941 | 1,983 | 1.4% | $11.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $597.84万 | 0.45% | 18,634 | 515 | 2.8% | $16.52万 | 加仓 |
| GOOGL | ALPHABET INC | $586.86万 | 0.44% | 20,407 | -933 | -4.4% | -$26.83万 | 减仓 |
| IVV | ISHARES TR | $491.75万 | 0.37% | 7,527 | -344 | -4.4% | -$22.47万 | 减仓 |
| META | META PLATFORMS INC | $405.53万 | 0.31% | 7,090 | -40 | -0.6% | -$2.29万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $390.40万 | 0.29% | 19,892 | 3,752 | 23.2% | $73.64万 | 加仓 |
| — | EXXON MOBIL CORP | $370.81万 | 0.28% | 21,855 | 3,525 | 19.2% | $59.81万 | 加仓 |
| GOOG | ALPHABET INC | $365.34万 | 0.28% | 12,736 | -466 | -3.5% | -$13.37万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $325.64万 | 0.25% | 53,101 | 7,369 | 16.1% | $45.19万 | 加仓 |
| TSLA | TESLA INC | $313.58万 | 0.24% | 8,434 | 154 | 1.9% | $5.73万 | 加仓 |
| MS | MORGAN STANLEY | $296.59万 | 0.22% | 18,021 | -316 | -1.7% | -$5.20万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $290.72万 | 0.22% | 45,364 | 2,561 | 6.0% | $16.41万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $289.76万 | 0.22% | 63,515 | 12,886 | 25.5% | $58.79万 | 加仓 |
| JPM | JPMORGAN CHASE &CO | $289.03万 | 0.22% | 9,826 | -834 | -7.8% | -$24.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.22万 | 0.21% | 5,931 | -257 | -4.2% | -$12.32万 | 减仓 |
| SYY | SYSCO CORP | $252.73万 | 0.19% | 35,431 | 24 | 0.1% | $1,712 | 加仓 |
| GLD | SPDR GOLD TR | $252.03万 | 0.19% | 5,857 | 38 | 0.7% | $1.64万 | 加仓 |
| AVGO | BROADCOM INC | $248.00万 | 0.19% | 8,013 | 180 | 2.3% | $5.57万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $232.22万 | 0.18% | 46,102 | 3,596 | 8.5% | $18.11万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $221.29万 | 0.17% | 35,305 | 6,783 | 23.8% | $42.52万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $213.70万 | 0.16% | 63,281 | -5,180 | -7.6% | -$17.49万 | 减仓 |
| LLY | ELI LILLY &CO | $211.11万 | 0.16% | 2,293 | -215 | -8.6% | -$19.79万 | 减仓 |
| ABBV | ABBVIE INC | $210.24万 | 0.16% | 9,666 | 11 | 0.1% | $2,393 | 加仓 |
| MOAT | VANECK ETF TRUST | $209.79万 | 0.16% | 21,694 | -226,004 | -91.2% | -$2,185.58万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $208.65万 | 0.16% | 81,726 | 2,018 | 2.5% | $5.15万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $202.24万 | 0.15% | 9,954 | 29 | 0.3% | $5,892 | 加仓 |
| ES | EVERSOURCE ENERGY | $197.13万 | 0.15% | 28,454 | -24 | -0.1% | -$1,663 | 减仓 |
| GLDM | WORLD GOLD TR | $195.41万 | 0.15% | 21,082 | 6,736 | 47.0% | $62.44万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $192.93万 | 0.15% | 40,345 | -2,509 | -5.9% | -$12.00万 | 减仓 |
| RTX | RTX CORPORATION | $189.58万 | 0.14% | 9,827 | 3,747 | 61.6% | $72.29万 | 加仓 |
| JNJ | JOHNSON &JOHNSON | $184.37万 | 0.14% | 7,544 | 318 | 4.4% | $7.77万 | 加仓 |
| ISTB | ISHARES TR | $181.47万 | 0.14% | 37,449 | -1,412,158 | -97.4% | -$6,843.10万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $179.00万 | 0.14% | 16,683 | 3,260 | 24.3% | $34.98万 | 加仓 |
| PG | PROCTER &GAMBLE CO | $178.33万 | 0.13% | 12,346 | 10 | 0.1% | $1,444 | 加仓 |
| HGER | HARBOR ETF TRUST | $175.21万 | 0.13% | 56,501 | 25,625 | 83.0% | $79.46万 | 加仓 |
| V | VISA INC | $173.11万 | 0.13% | 5,726 | -586 | -9.3% | -$17.72万 | 减仓 |
| MCD | MCDONALDS CORP | $167.52万 | 0.13% | 5,389 | 21 | 0.4% | $6,528 | 加仓 |
| HD | HOME DEPOT INC | $151.27万 | 0.11% | 4,599 | -343 | -6.9% | -$11.28万 | 减仓 |
| CAT | CATERPILLAR INC | $150.69万 | 0.11% | 2,128 | -107 | -4.8% | -$7.58万 | 减仓 |
| AMAT | APPLIED MATLS INC | $143.33万 | 0.11% | 4,194 | -1,323 | -24.0% | -$45.21万 | 减仓 |
| MTUM | ISHARES TR | $136.76万 | 0.10% | 5,698 | -19 | -0.3% | -$4,560 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $134.16万 | 0.10% | 1,346 | -70 | -4.9% | -$6.98万 | 减仓 |
| VB | VANGUARD INDEX FDS | $131.47万 | 0.10% | 5,016 | 1,989 | 65.7% | $52.13万 | 加仓 |
| WMT | WALMART INC | $131.34万 | 0.10% | 10,566 | 583 | 5.8% | $7.25万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $126.68万 | 0.10% | 16,732 | 12,116 | 262.5% | $91.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $126.02万 | 0.10% | 3,728 | 60 | 1.6% | $2.03万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $119.93万 | 0.09% | 2,746 | 434 | 18.8% | $18.96万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $114.59万 | 0.09% | 22,827 | 4 | 0.0% | $201 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.55万 | 0.09% | 7,830 | 337 | 4.5% | $4.93万 | 加仓 |
| SPYI | NEOS ETF TRUST | $114.44万 | 0.09% | 23,181 | 22,744 | 5,204.6% | $112.29万 | 加仓 |
| IJR | ISHARES TR | $112.32万 | 0.08% | 9,037 | -1,015 | -10.1% | -$12.62万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $111.37万 | 0.08% | 24,902 | 3,766 | 17.8% | $16.84万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $111.27万 | 0.08% | 14,036 | -1,081 | -7.2% | -$8.57万 | 减仓 |
| VLO | VALERO ENERGY CORP | $110.28万 | 0.08% | 4,464 | 31 | 0.7% | $7,658 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $109.33万 | 0.08% | 12,359 | -2,188 | -15.0% | -$19.35万 | 减仓 |
| IYZ | ISHARES TR | $108.01万 | 0.08% | 27,470 | 7,171 | 35.3% | $28.20万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $107.51万 | 0.08% | 7,259 | -567 | -7.2% | -$8.40万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $107.16万 | 0.08% | 21,093 | -2,434 | -10.3% | -$12.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $106.00万 | 0.08% | 5,123 | 242 | 5.0% | $5.01万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $103.94万 | 0.08% | 24,649 | 9,281 | 60.4% | $39.14万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $103.76万 | 0.08% | 20,018 | 4,235 | 26.8% | $21.95万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $101.27万 | 0.08% | 2,026 | -23 | -1.1% | -$1.15万 | 减仓 |
| WM | WASTE MGMT INC DEL | $99.62万 | 0.08% | 4,335 | -929 | -17.6% | -$21.35万 | 减仓 |
| IEFA | ISHARES TR | $98.66万 | 0.07% | 10,898 | -388 | -3.4% | -$3.51万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $98.32万 | 0.07% | 5,947 | -722 | -10.8% | -$11.94万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $94.60万 | 0.07% | 29,170 | -3,032 | -9.4% | -$9.83万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $92.62万 | 0.07% | 3,821 | 39 | 1.0% | $9,453 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $92.00万 | 0.07% | 6,648 | 6,608 | 16,520.0% | $91.45万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $91.98万 | 0.07% | 41,392 | -4,987 | -10.8% | -$11.08万 | 减仓 |
| — | ISHARES TR | $91.97万 | 0.07% | 17,645 | 17,645 | — | $91.97万 | 新建仓 |
| — | THEMES ETF TR | $91.95万 | 0.07% | 23,857 | 3,840 | 19.2% | $14.80万 | 加仓 |
| MCK | MCKESSON CORP | $91.37万 | 0.07% | 1,056 | -338 | -24.2% | -$29.25万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $91.36万 | 0.07% | 16,988 | -1,005 | -5.6% | -$5.40万 | 减仓 |
| IOO | ISHARES TR | $91.34万 | 0.07% | 7,551 | 7,551 | — | $91.34万 | 新建仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $90.77万 | 0.07% | 25,019 | 25,019 | — | $90.77万 | 新建仓 |
| IWF | ISHARES TR | $90.51万 | 0.07% | 2,123 | 23 | 1.1% | $9,806 | 加仓 |
| SHLD | GLOBAL X FDS | $89.33万 | 0.07% | 12,611 | 3,790 | 43.0% | $26.85万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $89.11万 | 0.07% | 29,042 | -2,463 | -7.8% | -$7.56万 | 减仓 |
| ITOT | ISHARES TR | $89.01万 | 0.07% | 6,249 | 2,685 | 75.3% | $38.25万 | 加仓 |