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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
$1.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 39
增持 70
减持 10
清仓 31
方向
标的
Δ市值
现股数(环比)
清仓
VFSUX
VANGUARD SHORT-TERM INVESTMENT-GRADE ADM
-$2.2M
0
-100%
清仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$1.8M
0
-100%
建仓
IAU
ISHARES GOLD TR
+$1.2M
35,078
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
NEM
NEWMONT CORPORATION COM
-$1.1M
0
-100%
建仓
—
DRAFTKINGS INC
+$1.1M
22,413
建仓
EMLC
VANECK ETF TRUST
+$1.1M
35,859
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
29,831
+22%
增持
MSFT
MICROSOFT CORP
+$1.0M
28,497
+10%
增持
BKR
BAKER HUGHES COMPANY
+$987.0K
59,773
+178%
增持
AAPL
APPLE INC
+$979.0K
60,050
+9%
增持
IGSB
ISHARES TR
+$976.0K
30,588
+141%
减持
VTI
VANGUARD INDEX FDS
-$933.0K
8,815
-32%
增持
BX
BLACKSTONE INC
+$918.0K
30,538
+13%
清仓
VBILX
VANGUARD INTERM-TERM BOND INDEX ADM
-$911.0K
0
-100%
建仓
BAX
BAXTER INTL INC
+$909.0K
11,299
增持
GOOGL
ALPHABET INC
+$882.0K
1,520
+17%
清仓
TRBCX
T. ROWE PRICE BLUE CHIP GROWTH
-$817.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$789.0K
1,568
+24%
增持
—
CANADIAN PAC RY LTD
+$778.0K
20,491
+184%
增持
META
FACEBOOK INC
+$773.0K
9,194
+36%
清仓
VFIDX
VANGUARD INTERM-TERM INVESTMENT-GRDE ADM
-$757.0K
0
-100%
建仓
MKSI
MKS INSTRS INC
+$754.0K
4,994
建仓
UCTT
ULTRA CLEAN HLDGS INC
+$748.0K
17,558
增持
TPB
TURNING PT BRANDS INC
+$699.0K
26,309
+116%
增持
IVV
ISHARES TR
+$660.0K
2,886
+113%
建仓
PLNT
PLANET FITNESS INC
+$657.0K
8,363
建仓
PLTK
PLAYTIKA HLDG CORP
+$656.0K
23,748
建仓
MTCH
MATCH GROUP INC NEW
+$644.0K
4,100
建仓
RIO
RIO TINTO PLC
+$641.0K
9,598
清仓
MKC
MC CORMICK & CO INC
-$640.0K
0
-100%
清仓
LVS
LAS VEGAS SANDS CORP COM
-$639.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$631.0K
19,133
+187%
增持
TNDM
TANDEM DIABETES CARE INC
+$630.0K
11,788
+48%
建仓
SICP
SILVERGATE CAP CORP
+$623.0K
5,395
建仓
—
UPLAND SOFTWARE INC
+$616.0K
18,425
建仓
SCHX
SCHWAB STRATEGIC TR
+$600.0K
5,769
建仓
OZK
BANK OZK
+$597.0K
13,900
增持
SHY
ISHARES TR
+$593.0K
19,646
+54%
清仓
BA
BOEING CO COM
-$584.0K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$564.0K
9,561
+13%
增持
MBB
ISHARES TR
+$551.0K
75,433
+7%
减持
—
STAMPS COM INC
-$545.0K
1,202
-74%
清仓
SPR
SPIRIT AEROSYSTEMS INC COM CL A
-$538.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$534.0K
26,858
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$530.0K
3,773
+17%
建仓
GBDC
GOLUB CAP BDC INC
+$528.0K
33,426
增持
WMT
WALMART INC
+$527.0K
23,210
+21%
建仓
—
GARMIN LTD
+$517.0K
3,323
增持
AVGO
BROADCOM INC
+$507.0K
5,527
+21%
增持
SYK
STRYKER CORPORATION
+$505.0K
12,776
+16%
增持
NVDA
NVIDIA CORPORATION
+$499.0K
7,615
+464%
增持
NOW
SERVICENOW INC
+$491.0K
1,924
+50%
增持
C
CITIGROUP INC
+$490.0K
37,582
+24%
建仓
UPWK
UPWORK INC
+$488.0K
10,835
建仓
OBDC
OWL ROCK CAPITAL CORPORATION
+$484.0K
34,296
增持
SIMO
SILICON MOTION TECHNOLOGY CO
+$483.0K
27,314
+25%
建仓
BOND
PIMCO ETF TR
+$473.0K
4,276
清仓
LW
LAMB WESTON HLDGS INC COM
-$468.0K
0
-100%
增持
TTEK
TETRA TECH INC NEW
+$463.0K
5,528
+86%
清仓
UAL
UNITED AIRLINES HOLDINGS COM
-$456.0K
0
-100%
清仓
VBTLX
VANGUARD TOTAL BOND MARKET INDEX ADM
-$455.0K
0
-100%
清仓
SAM
BOSTON BEER CO INC COM CL A
-$452.0K
0
-100%
建仓
SCHE
SCHWAB STRATEGIC TR
+$450.0K
14,766
清仓
GDDY
GODADDY INC COM CL A
-$438.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$432.0K
6,508
+23%
建仓
SMG
SCOTTS MIRACLE-GRO CO
+$421.0K
2,877
增持
BSV
VANGUARD BD INDEX FDS
+$418.0K
39,186
+15%
增持
DG
DOLLAR GEN CORP NEW
+$417.0K
3,701
+117%
建仓
CDNA
CAREDX INC
+$416.0K
6,562
增持
ALRM
ALARM COM HLDGS INC
+$414.0K
10,142
+126%
建仓
EFV
ISHARES TR
+$411.0K
8,084
建仓
DPZ
DOMINOS PIZZA INC
+$411.0K
862
增持
CRM
SALESFORCE COM INC
+$410.0K
2,949
+85%
增持
IEI
ISHARES TR
+$409.0K
54,468
+6%
减持
PGR
PROGRESSIVE CORP
-$406.0K
4,135
-48%
增持
CMCSA
COMCAST CORP NEW
+$405.0K
29,369
+35%
建仓
FNDF
SCHWAB STRATEGIC TR
+$404.0K
12,292
清仓
SDCCQ
SMILEDIRECTCLUB INC COM CL A
-$402.0K
0
-100%
减持
AGG
ISHARES TR
-$396.0K
9,274
-27%
建仓
SCHF
SCHWAB STRATEGIC TR
+$396.0K
10,235
增持
—
SIX FLAGS ENTMT CORP NEW
+$394.0K
18,275
+107%
增持
CSCO
CISCO SYS INC
+$387.0K
32,239
+25%
增持
SUB
ISHARES TR
+$385.0K
5,899
+154%
增持
PG
PROCTER AND GAMBLE CO
+$371.0K
6,341
+66%
增持
—
BLACKROCK INC
+$364.0K
1,561
+45%
增持
EW
EDWARDS LIFESCIENCES CORP
+$364.0K
17,321
+12%
清仓
WKC
WORLD FUEL SERVICES CORP COM
-$362.0K
0
-100%
清仓
—
WELLS FARGO & COMPANY DEP REP 1/1000 5.85PER CENT PERP P
-$353.0K
0
-100%
增持
OLED
UNIVERSAL DISPLAY CORP
+$351.0K
5,299
+112%
减持
ECL
ECOLAB INC
-$347.0K
1,332
-56%
清仓
SDGR
SCHRODINGER INC COM
-$343.0K
0
-100%
增持
VICR
VICOR CORP
+$342.0K
7,904
+16%
减持
SPYM
SPDR SER TR
-$340.0K
49,069
-12%
增持
V
VISA INC
+$337.0K
10,007
+24%
增持
—
MEDTRONIC PLC
+$335.0K
15,590
+20%
增持
NEE
NEXTERA ENERGY INC
+$334.0K
17,321
+24%
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$333.0K
4,195
清仓
—
NORWEGIAN CRUISE LINE HLDGS LT COM
-$329.0K
0
-100%
增持
NKE
NIKE INC
+$322.0K
10,429
+35%
建仓
PFF
ISHARES TR
+$321.0K
8,269
减持
—
ASHFORD INC
-$318.0K
15,342
-36%
增持
COST
COSTCO WHSL CORP NEW
+$316.0K
3,338
+12%
增持
DHR
DANAHER CORPORATION
+$316.0K
5,382
+9%
清仓
VSMAX
VANGUARD SMALL CAP INDEX ADM
-$314.0K
0
-100%
清仓
—
STATE BANK OF INDIA 3PER CENT22CD FDIC INS DUE 08/29/22IN
-$310.0K
0
-100%
增持
—
LIVEPERSON INC
+$309.0K
13,536
+75%
增持
CVS
CVS HEALTH CORP
+$305.0K
15,720
+27%
增持
ROP
ROPER TECHNOLOGIES INC
+$305.0K
7,129
+17%
增持
JNJ
JOHNSON & JOHNSON
+$303.0K
5,092
+62%
增持
ABBV
ABBVIE INC
+$302.0K
14,300
+30%
增持
SHV
ISHARES TR
+$293.0K
7,388
+56%
增持
HON
HONEYWELL INTL INC
+$292.0K
13,225
+15%
增持
AXP
AMERICAN EXPRESS CO
+$285.0K
19,457
+8%
增持
ARMK
ARAMARK
+$283.0K
24,431
+75%
建仓
FDX
FEDEX CORP
+$283.0K
1,289
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$281.0K
18,694
+20%
清仓
—
WELLS FARGO & CO 22CD FDIC INS DUE 03/07/22US
-$279.0K
0
-100%
建仓
INTC
INTEL CORP
+$278.0K
5,217
增持
QCOM
QUALCOMM INC
+$276.0K
18,331
+25%
清仓
—
HSBC BANK USA, NTNL A 21CD FDIC INS DUE 09/30/21US
-$276.0K
0
-100%
建仓
QQQ
INVESCO QQQ TR
+$275.0K
768
建仓
CVX
CHEVRON CORP NEW
+$274.0K
2,706
增持
QSR
RESTAURANT BRANDS INTL INC
+$274.0K
28,336
+25%
减持
AMGN
AMGEN INC
-$272.0K
2,189
-28%
减持
MCD
MCDONALDS CORP
-$269.0K
1,761
-41%
建仓
O
REALTY INCOME CORP
+$262.0K
4,043
建仓
FNDX
SCHWAB STRATEGIC TR
+$260.0K
4,825
建仓
MDLZ
MONDELEZ INTL INC
+$255.0K
4,375
清仓
VWIUX
VANGUARD INTERM-TERM TX-EX ADM
-$254.0K
0
-100%
增持
VMC
VULCAN MATLS CO
+$251.0K
7,917
+27%
增持
VZ
VERIZON COMMUNICATIONS INC
+$251.0K
30,942
+22%
增持
DGRO
ISHARES TR
+$251.0K
279,981
+2%
清仓
VOO
VANGUARD S&P 500 ETF SHS
-$250.0K
0
-100%
增持
HD
HOME DEPOT INC
+$245.0K
5,108
+14%
清仓
—
CITIGROUP INC DEP SHS REPSTG 1/1000 PFD
-$244.0K
0
-100%
清仓
—
SALLIE MAE BANK 2.75PER CENT22CD FDIC INS DUE 03/21/22US
-$240.0K
0
-100%
建仓
RVTY
PERKINELMER INC
+$237.0K
1,370
增持
TSLA
TESLA INC
+$236.0K
1,439
+11%
增持
—
CONTINENTAL RES INC
+$236.0K
17,921
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$235.0K
1,086
+18%
建仓
SRVR
PACER FDS TR
+$234.0K
6,024
增持
FANG
DIAMONDBACK ENERGY INC
+$231.0K
10,557
+29%
清仓
—
UBS AG LONDON VAR CMTZ 04/01/22 USD10 CLBL
-$230.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$227.0K
10,468
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$227.0K
0
-100%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$227.0K
1,499
增持
ZTS
ZOETIS INC
+$225.0K
11,312
+7%
增持
WM
WASTE MGMT INC DEL
+$223.0K
4,374
+42%
增持
SYY
SYSCO CORP
+$221.0K
11,466
+31%
清仓
—
METLIFE INC 5.625PER CENT NON CUM PFD STK S CLBL
-$220.0K
0
-100%
