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Strategic Wealth Partners, Ltd. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Strategic Wealth Partners, Ltd.
报告期 2026-03-31 · CIK 0001720777
持仓数
1,479
前50大市值合计
$1.00B
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
SWP
SWP GROWTH & INCOME ETF
ETF
$128.2M
4,817,989
12.8%
MBB
ISHARES MBS ETF
ETF
$46.1M
485,919
4.6%
MSFT
MICROSOFT CORP COM
Stock
$42.1M
113,597
4.2%
EFA
ISHARES MSCI EAFE ETF
ETF
$38.3M
394,363
3.8%
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
ETF
$38.2M
1,269,078
3.8%
AAPL
APPLE INC COM
Stock
$37.8M
148,882
3.8%
GOOGL
ALPHABET INC CAP STK CL A
Stock
$37.7M
130,992
3.8%
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
ETF
$28.7M
241,901
2.9%
AVGO
BROADCOM INC COM
Stock
$27.1M
87,526
2.7%
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
ETF
$24.8M
1,115,185
2.5%
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
ETF
$21.1M
193,980
2.1%
NVDA
NVIDIA CORPORATION COM
Stock
$18.6M
106,541
1.9%
PLD
PROLOGIS INC. COM
REIT
$18.4M
139,045
1.8%
SHV
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
ETF
$18.0M
162,783
1.8%
META
META PLATFORMS INC CL A
Stock
$18.0M
31,407
1.8%
IBM
INTERNATIONAL BUSINESS MACHS COM
Stock
$17.9M
73,760
1.8%
JPM
JPMORGAN CHASE & CO COM
Stock
$17.7M
60,117
1.8%
ORCL
ORACLE CORP COM
Stock
$16.8M
114,381
1.7%
STM
STMICROELECTRONICS N V NY REGISTRY
ADR
$16.5M
477,129
1.6%
RTX
RTX CORPORATION COM
Stock
$16.3M
84,632
1.6%
—
ASTRAZENECA PLC ORD
ADR
$16.3M
82,660
1.6%
PM
PHILIP MORRIS INTL INC COM
Stock
$15.4M
93,038
1.5%
BX
BLACKSTONE INC COM
Stock
$14.7M
127,915
1.5%
IVV
ISHARES CORE S&P 500 ETF
ETF
$14.1M
21,642
1.4%
TJX
TJX COS INC NEW COM
Stock
$13.9M
87,250
1.4%
SPY
STATE STREET SPDR S&P 500 ETF
ETF
$13.6M
20,908
1.4%
NEE
NEXTERA ENERGY INC COM
Stock
$13.5M
145,573
1.4%
ABBV
ABBVIE INC COM
Stock
$13.1M
60,428
1.3%
AXP
AMERICAN EXPRESS CO COM
Stock
$13.0M
43,108
1.3%
AMZN
AMAZON COM INC COM
Stock
$13.0M
62,556
1.3%
FCX
FREEPORT MCMORAN INC CL B
Stock
$13.0M
221,183
1.3%
TOL
TOLL BROTHERS INC COM
Stock
$12.8M
94,052
1.3%
EMR
EMERSON ELEC CO COM
Stock
$12.5M
95,272
1.2%
IWM
ISHARES RUSSELL 2000 ETF
ETF
$12.4M
50,175
1.2%
C
CITIGROUP INC COM NEW
Stock
$12.4M
109,192
1.2%
COR
CENCORA INC COM
Stock
$12.4M
39,389
1.2%
PNC
PNC FINL SVCS GROUP INC COM
Stock
$12.1M
58,108
1.2%
GS
GOLDMAN SACHS GROUP INC COM
Stock
$11.9M
14,135
1.2%
LLY
ELI LILLY & CO COM
Stock
$11.7M
12,724
1.2%
—
MEDTRONIC PLC SHS
Stock
$11.7M
134,845
1.2%
QQQ
INVESCO QQQ TRUST SERIES I
ETF
$11.6M
20,044
1.2%
XBI
STATE STREET SPDR S&P BIOTECH ETF
ETF
$11.4M
89,560
1.1%
FLS
FLOWSERVE CORP COM
Stock
$11.2M
152,949
1.1%
BLK
BLACKROCK INC COM
Stock
$11.1M
11,578
1.1%
TM
TOYOTA MOTOR CORP ADS
ADR
$11.1M
53,657
1.1%
UPS
UNITED PARCEL SVCS INC CL B
Stock
$10.8M
109,697
1.1%
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
ETF
$10.6M
151,104
1.1%
BKR
BAKER HUGHES COMPANY CL A
Stock
$10.6M
173,239
1.1%
EWJ
ISHARES MSCI JAPAN ETF
ETF
$10.4M
122,883
1.0%
URI
UNITED RENTALS INC COM
Stock
$10.3M
14,135
1.0%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
33%
前 6 大占比
SWP
12.8%
MBB
4.6%
MSFT
4.2%
EFA
3.8%
SPSB
3.8%
AAPL
3.8%
其他
67.0%
