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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $3.95亿 | 27.20% | 575,720 | 21,150 | 3.8% | $1,452.60万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1.23亿 | 8.48% | 2,044,639 | 40,686 | 2.0% | $245.30万 | 加仓 |
| DGRO | ISHARES TR | $9,616.84万 | 6.61% | 1,268,880 | 72,055 | 6.0% | $546.10万 | 加仓 |
| IUSG | ISHARES TR | $9,410.10万 | 6.47% | 500,298 | 3,662 | 0.7% | $68.88万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $9,037.57万 | 6.22% | 1,785,374 | 537,159 | 43.0% | $2,719.10万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $7,159.84万 | 4.92% | 1,708,384 | 40,399 | 2.4% | $169.31万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,914.63万 | 4.07% | 1,047,209 | 105,345 | 11.2% | $594.99万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,627.19万 | 1.81% | 35,181 | -72 | -0.2% | -$5.38万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $2,585.40万 | 1.78% | 1,128,010 | 91,764 | 8.9% | $210.32万 | 加仓 |
| HYDB | ISHARES TR | $2,307.51万 | 1.59% | 493,375 | 493,173 | 244,145.0% | $2,306.57万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2,224.94万 | 1.53% | 130,771 | 130,771 | — | $2,224.94万 | 新建仓 |
| AAPL | APPLE INC | $2,099.62万 | 1.44% | 72,561 | 6,562 | 9.9% | $189.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,068.70万 | 1.42% | 103,388 | 1,659 | 1.6% | $33.20万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,326.15万 | 0.91% | 18,009 | 189 | 1.1% | $13.92万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,270.77万 | 0.87% | 210,776 | 7,694 | 3.8% | $46.39万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,006.70万 | 0.69% | 248,046 | -6,567 | -2.6% | -$26.65万 | 减仓 |
| AMZN | AMAZON COM INC | $992.53万 | 0.68% | 41,643 | 3,495 | 9.2% | $83.30万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $960.04万 | 0.66% | 402,531 | 28,266 | 7.6% | $67.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $830.52万 | 0.57% | 22,265 | -1,130 | -4.8% | -$42.15万 | 减仓 |
| GOOGL | ALPHABET INC | $770.14万 | 0.53% | 21,550 | 1,143 | 5.6% | $40.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $686.25万 | 0.47% | 18,545 | -89 | -0.5% | -$3.29万 | 减仓 |
| IVV | ISHARES TR | $557.69万 | 0.38% | 7,447 | -80 | -1.1% | -$5.99万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $551.08万 | 0.38% | 92,916 | 92,916 | — | $551.08万 | 新建仓 |
| GOOG | ALPHABET INC | $456.08万 | 0.31% | 12,908 | 172 | 1.4% | $6.08万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $440.91万 | 0.30% | 3,820 | 92 | 2.5% | $10.62万 | 加仓 |
| META | META PLATFORMS INC | $424.47万 | 0.29% | 7,536 | 446 | 6.3% | $25.12万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $417.12万 | 0.29% | 19,140 | -752 | -3.8% | -$16.39万 | 减仓 |
| TSLA | TESLA INC | $384.91万 | 0.26% | 9,151 | 717 | 8.5% | $30.16万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $383.60万 | 0.26% | 53,071 | -30 | -0.1% | -$2,168 | 减仓 |
| MS | MORGAN STANLEY | $377.38万 | 0.26% | 18,053 | 32 | 0.2% | $6,689 | 加仓 |
| VO | VANGUARD INDEX FDS | $349.68万 | 0.24% | 43,401 | -291,435 | -87.0% | -$2,348.11万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $348.14万 | 0.24% | 6,957 | 1,026 | 17.3% | $51.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $338.93万 | 0.23% | 10,354 | 528 | 5.4% | $17.28万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $331.70万 | 0.23% | 36,917 | 1,612 | 4.6% | $14.48万 | 加仓 |
| AVGO | BROADCOM INC | $317.85万 | 0.22% | 8,414 | 401 | 5.0% | $15.15万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $310.33万 | 0.21% | 50,492 | -89,449 | -63.9% | -$549.76万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $309.79万 | 0.21% | 43,479 | -1,885 | -4.2% | -$13.43万 | 减仓 |
| AMAT | APPLIED MATLS INC | $305.18万 | 0.21% | 4,221 | 27 | 0.6% | $1.95万 | 加仓 |
| SYY | SYSCO CORP | $296.48万 | 0.20% | 35,472 | 41 | 0.1% | $3,427 | 加仓 |
| — | EXXON MOBIL CORP | $296.47万 | 0.20% | 21,685 | -170 | -0.8% | -$2.32万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $291.39万 | 0.20% | 17,619 | 936 | 5.6% | $15.48万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $288.00万 | 0.20% | 63,310 | -205 | -0.3% | -$9,325 | 减仓 |
| LLY | ELI LILLY & CO | $282.50万 | 0.19% | 2,355 | 62 | 2.7% | $7.44万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $267.47万 | 0.18% | 52,975 | 6,873 | 14.9% | $34.70万 | 加仓 |
| ABBV | ABBVIE INC | $264.87万 | 0.18% | 10,526 | 860 | 8.9% | $21.64万 | 加仓 |
| SPGM | SPDR INDEX SHS FDS | $248.87万 | 0.17% | 29,050 | 12,318 | 73.6% | $105.53万 | 加仓 |
| CAT | CATERPILLAR INC | $236.73万 | 0.16% | 2,223 | 95 | 4.5% | $10.12万 | 加仓 |
| RTX | RTX CORPORATION | $224.52万 | 0.15% | 11,833 | 2,006 | 20.4% | $38.06万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $223.60万 | 0.15% | 9,984 | 30 | 0.3% | $6,719 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $215.76万 | 0.15% | 8,496 | 952 | 12.6% | $24.18万 | 加仓 |
| GLDM | WORLD GOLD TR | $213.97万 | 0.15% | 26,942 | 5,860 | 27.8% | $46.54万 | 加仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $211.91万 | 0.15% | 100,621 | 18,895 | 23.1% | $39.79万 | 加仓 |
| V | VISA INC | $211.82万 | 0.15% | 6,174 | 448 | 7.8% | $15.37万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $209.63万 | 0.14% | 43,357 | 3,012 | 7.5% | $14.56万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $209.45万 | 0.14% | 13,345 | 6,697 | 100.7% | $105.11万 | 加仓 |
| — | ISHARES TR | $208.78万 | 0.14% | 35,499 | 17,854 | 101.2% | $105.00万 | 加仓 |
| FPAG | INVESTMENT MANAGERS SER TR I | $206.79万 | 0.14% | 51,512 | 26,493 | 105.9% | $106.35万 | 加仓 |
| IOO | ISHARES TR | $205.97万 | 0.14% | 15,078 | 7,527 | 99.7% | $102.82万 | 加仓 |
| VB | VANGUARD INDEX FDS | $204.66万 | 0.14% | 6,752 | 1,736 | 34.6% | $52.62万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $203.40万 | 0.14% | 3,501 | 405 | 13.1% | $23.53万 | 加仓 |
| ES | EVERSOURCE ENERGY | $202.04万 | 0.14% | 27,956 | -498 | -1.8% | -$3.60万 | 减仓 |
| HGER | HARBOR ETF TRUST | $199.40万 | 0.14% | 67,963 | 11,462 | 20.3% | $33.63万 | 加仓 |
| MTUM | ISHARES TR | $196.76万 | 0.14% | 5,739 | 41 | 0.7% | $1.41万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $193.68万 | 0.13% | 13,208 | 862 | 7.0% | $12.64万 | 加仓 |
| SPYI | NEOS ETF TRUST | $190.50万 | 0.13% | 35,882 | 12,701 | 54.8% | $67.43万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $179.47万 | 0.12% | 20,834 | 4,358 | 26.5% | $37.54万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $174.66万 | 0.12% | 21,132 | -974,880 | -97.9% | -$8,057.56万 | 减仓 |
| MOAT | VANECK ETF TRUST | $164.59万 | 0.11% | 15,832 | -5,862 | -27.0% | -$60.94万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $163.05万 | 0.11% | 44,634 | -18,647 | -29.5% | -$68.12万 | 减仓 |
| GLD | SPDR GOLD TR | $155.67万 | 0.11% | 4,226 | -1,631 | -27.8% | -$60.08万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $148.03万 | 0.10% | 3,431 | 58 | 1.7% | $2.50万 | 加仓 |
| ADI | ANALOG DEVICES INC | $147.25万 | 0.10% | 3,708 | 3,171 | 590.5% | $125.93万 | 加仓 |
| MCD | MCDONALDS CORP | $145.70万 | 0.10% | 5,390 | 1 | 0.0% | $270 | 加仓 |
| FTNT | FORTINET INC | $145.19万 | 0.10% | 9,451 | -773 | -7.6% | -$11.88万 | 减仓 |
| INTF | ISHARES TR | $144.26万 | 0.10% | 35,220 | 17,298 | 96.5% | $70.85万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $142.62万 | 0.10% | 26,986 | 2,084 | 8.4% | $11.01万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $142.47万 | 0.10% | 27,445 | 7,427 | 37.1% | $38.55万 | 加仓 |
| ADPV | SERIES PORTFOLIOS TR | $136.31万 | 0.09% | 28,213 | 3,564 | 14.5% | $17.22万 | 加仓 |
| IYZ | ISHARES TR | $131.87万 | 0.09% | 31,169 | 3,699 | 13.5% | $15.65万 | 加仓 |
| WMT | WALMART INC | $129.32万 | 0.09% | 11,418 | 852 | 8.1% | $9.65万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $129.18万 | 0.09% | 2,981 | 133 | 4.7% | $5.76万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $128.84万 | 0.09% | 1,377 | 31 | 2.3% | $2.90万 | 加仓 |
| IJR | ISHARES TR | $125.72万 | 0.09% | 8,477 | -560 | -6.2% | -$8.30万 | 减仓 |
| ISTB | ISHARES TR | $121.41万 | 0.08% | 25,162 | -12,287 | -32.8% | -$59.28万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $119.08万 | 0.08% | 7,535 | 276 | 3.8% | $4.36万 | 加仓 |
| VLO | VALERO ENERGY CORP | $116.90万 | 0.08% | 4,489 | 25 | 0.6% | $6,510 | 加仓 |
| HD | HOME DEPOT INC | $116.89万 | 0.08% | 3,314 | -1,285 | -27.9% | -$45.33万 | 减仓 |
| BAC | BANK OF AMER CORP | $115.72万 | 0.08% | 20,309 | 4,149 | 25.7% | $23.64万 | 加仓 |
| AIPO | TIDAL TRUST II | $112.82万 | 0.08% | 33,767 | 3,807 | 12.7% | $12.72万 | 加仓 |
| — | THEMES ETF TR | $110.72万 | 0.08% | 27,272 | 3,415 | 14.3% | $13.86万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $110.09万 | 0.08% | 3,915 | 94 | 2.5% | $2.64万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $110.06万 | 0.08% | 6,084 | 137 | 2.3% | $2.48万 | 加仓 |
| ITOT | ISHARES TR | $109.23万 | 0.08% | 6,649 | 400 | 6.4% | $6.57万 | 加仓 |
| IEFA | ISHARES TR | $108.94万 | 0.07% | 11,279 | 381 | 3.5% | $3.68万 | 加仓 |
| SMH | VANECK ETF TRUST | $108.20万 | 0.07% | 1,650 | 415 | 33.6% | $27.21万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $105.85万 | 0.07% | 2,061 | 35 | 1.7% | $1.80万 | 加仓 |
| IWF | ISHARES TR | $105.08万 | 0.07% | 8,463 | -29 | -0.3% | -$3,601 | 减仓 |
| CSCO | CISCO SYS INC | $101.51万 | 0.07% | 8,642 | 1,702 | 24.5% | $19.99万 | 加仓 |
| ETN | EATON CORP PLC | $99.60万 | 0.07% | 2,337 | 1,251 | 115.2% | $53.32万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.39万 | 0.07% | 23,475 | 648 | 2.8% | $2.74万 | 加仓 |