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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 13
增持 55
减持 44
清仓 38
方向
标的
Δ市值
现股数(环比)
减持
IWF
ISHARES TR
-$12.4M
1,554
-96%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$11.4M
72,269
建仓
VIGI
VANGUARD WHITEHALL FDS
+$11.1M
140,341
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。
增持
SPSB
SPDR SER TR
+$8.6M
574,292
+105%
减持
IEF
ISHARES TR
-$6.8M
2,555
-96%
清仓
ERIC
ERICSSON
-$6.1M
0
-100%
建仓
EMXC
ISHARES INC
+$5.6M
96,960
清仓
TSN
TYSON FOODS INC
-$5.1M
0
-100%
建仓
REZ
ISHARES TR
+$4.7M
49,323
减持
NEE
NEXTERA ENERGY INC
-$4.7M
21,042
-70%
减持
MTUM
ISHARES TR
-$4.6M
1,505
-94%
清仓
AES
AES CORP
-$4.0M
0
-100%
清仓
ITB
ISHARES TR
-$3.9M
0
-100%
减持
KO
COCA COLA CO
-$3.7M
4,362
-93%
建仓
KRE
SPDR SER TR
+$3.4M
49,854
增持
PHG
KONINKLIJKE PHILIPS N V
+$3.4M
118,559
+1660%
增持
AEM
AGNICO EAGLE MINES LTD
+$3.3M
154,336
+33%
清仓
EXC
EXELON CORP
-$3.3M
0
-100%
清仓
HSY
HERSHEY CO
-$3.0M
0
-100%
清仓
—
KIRKLAND LAKE GOLD LTD
-$2.8M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$2.7M
0
-100%
建仓
VTRS
VIATRIS INC
+$2.6M
237,260
建仓
COLD
AMERICOLD RLTY TR
+$2.5M
90,181
减持
IEFA
ISHARES TR
-$2.3M
4,213
-88%
建仓
—
UNILEVER PLC
+$2.2M
49,123
增持
GLD
SPDR GOLD TR
+$2.1M
68,358
+14%
减持
META
META PLATFORMS INC
-$2.0M
12,140
-12%
清仓
IEMG
ISHARES INC
-$1.7M
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$1.3M
84,443
+15%
减持
GILD
GILEAD SCIENCES INC
-$1.3M
71,769
-7%
增持
—
CANADIAN PAC RY LTD
+$1.1M
34,833
+38%
减持
CLX
CLOROX CO DEL
-$1.1M
22,925
-6%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.0M
37,305
+120%
建仓
CEG
CONSTELLATION ENERGY CORP
+$982.0K
17,461
清仓
NTRA
NATERA INC
-$979.0K
0
-100%
增持
WMT
WALMART INC
+$964.0K
31,658
+22%
减持
SAP
SAP SE
-$961.0K
27,749
-4%
清仓
BURL
BURLINGTON STORES INC
-$941.0K
0
-100%
增持
BX
BLACKSTONE INC
+$928.0K
43,450
+23%
减持
BIV
VANGUARD BD INDEX FDS
-$913.0K
13,958
-41%
增持
DE
DEERE & CO
+$910.0K
7,374
+17%
减持
KMB
KIMBERLY-CLARK CORP
-$870.0K
29,943
-6%
减持
LMT
LOCKHEED MARTIN CORP
+$788.0K
13,145
-7%
清仓
DG
DOLLAR GEN CORP NEW
-$766.0K
0
-100%
增持
TGT
TARGET CORP
+$759.0K
10,229
+68%
增持
AXP
AMERICAN EXPRESS CO
+$719.0K
22,649
+5%
增持
STZ
CONSTELLATION BRANDS INC
+$717.0K
11,000
+52%
增持
ABBV
ABBVIE INC
+$716.0K
16,734
+13%
增持
LLY
LILLY ELI & CO
+$698.0K
9,669
+29%
增持
PNC
PNC FINL SVCS GROUP INC
+$686.0K
13,257
+51%
减持
AGG
ISHARES TR
-$685.0K
5,001
-53%
增持
EWW
ISHARES INC
+$685.0K
76,217
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$641.0K
27,899
+47%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$639.0K
25,171
+17%
减持
XLU
SELECT SECTOR SPDR TR
-$637.0K
8,372
-52%
减持
PPL
PPL CORP
-$625.0K
169,740
-7%
清仓
EMLC
VANECK ETF TRUST
-$624.0K
0
-100%
减持
HD
HOME DEPOT INC
-$623.0K
5,159
-1%
增持
—
ACTIVISION BLIZZARD INC
+$620.0K
31,045
+11%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$588.0K
1,626
-31%
减持
—
ANNALY CAPITAL MANAGEMENT IN
-$576.0K
471,527
-5%
减持
VICR
VICOR CORP
-$575.0K
8,852
-6%
减持
FDX
FEDEX CORP
-$573.0K
11,625
-8%
增持
PGR
PROGRESSIVE CORP
+$555.0K
7,238
+176%
减持
FMC
FMC CORP
+$547.0K
40,225
-7%
减持
HON
HONEYWELL INTL INC
-$546.0K
12,316
-13%
建仓
FLRN
SPDR SER TR
+$530.0K
17,393
减持
UCTT
ULTRA CLEAN HLDGS INC
-$523.0K
26,902
-7%
增持
DGRO
ISHARES TR
-$522.0K
291,817
+1%
清仓
SBUX
STARBUCKS CORP
-$514.0K
0
-100%
增持
AAPL
APPLE INC
+$508.0K
67,311
+6%
增持
SPY
SPDR S&P 500 ETF TR
-$506.0K
28,820
+1%
增持
NVDA
NVIDIA CORPORATION
+$505.0K
10,710
+30%
增持
FANG
DIAMONDBACK ENERGY INC
+$500.0K
9,813
+25%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$497.0K
0
-100%
减持
TNDM
TANDEM DIABETES CARE INC
-$496.0K
11,508
-6%
减持
AMD
ADVANCED MICRO DEVICES INC
-$488.0K
11,714
-5%
增持
AVGO
BROADCOM INC
+$485.0K
6,585
+20%
减持
TER
TERADYNE INC
-$476.0K
8,553
-6%
清仓
BOND
PIMCO ETF TR
-$468.0K
0
-100%
增持
SUB
ISHARES TR
+$466.0K
10,729
+76%
清仓
PYPL
PAYPAL HLDGS INC
-$455.0K
0
-100%
清仓
VVV
VALVOLINE INC
-$453.0K
0
-100%
增持
IEI
ISHARES TR
+$449.0K
64,865
+12%
清仓
—
GARMIN LTD
-$442.0K
0
-100%
减持
NFLX
NETFLIX INC
-$434.0K
1,598
-7%
增持
—
LAZARD LTD
-$431.0K
55,119
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$426.0K
3,483
-6%
减持
SPYM
SPDR SER TR
-$426.0K
58,353
-8%
清仓
—
SOUTH JERSEY INDS INC
-$421.0K
0
-100%
增持
NTAP
NETAPP INC
+$420.0K
19,035
+51%
增持
SHW
SHERWIN WILLIAMS CO
-$411.0K
5,090
+7%
减持
DHR
DANAHER CORPORATION
-$409.0K
4,797
-13%
增持
—
LAM RESEARCH CORP
-$406.0K
6,994
+21%
增持
—
MEDTRONIC PLC
+$405.0K
20,422
+14%
减持
SPEM
SPDR INDEX SHS FDS
-$405.0K
7,284
-56%
减持
ABT
ABBOTT LABS
-$391.0K
8,764
-14%
减持
SPAB
SPDR SER TR
-$387.0K
28,612
-28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$381.0K
66,375
-7%
增持
UPS
UNITED PARCEL SERVICE INC
+$379.0K
8,105
+28%
减持
PEP
PEPSICO INC
-$373.0K
2,850
-42%
减持
UNP
UNION PAC CORP
-$370.0K
2,510
-40%
建仓
BAC
BK OF AMERICA CORP
+$365.0K
8,850
增持
PLD
PROLOGIS INC.
+$361.0K
15,148
+22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$351.0K
22,107
+36%
增持
MSFT
MICROSOFT CORP
+$346.0K
33,124
+13%
增持
PSX
PHILLIPS 66
+$341.0K
15,061
+14%
增持
SYY
SYSCO CORP
+$339.0K
18,034
+25%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$338.0K
0
-100%
减持
T
AT&T INC
-$332.0K
96,451
-9%
增持
—
ASTRAZENECA PLC
+$331.0K
19,429
+18%
增持
PM
PHILIP MORRIS INTL INC
+$329.0K
19,740
+23%
减持
SHY
ISHARES TR
-$327.0K
12,507
-22%
减持
CPB
CAMPBELL SOUP CO
-$321.0K
92,024
-10%
增持
NKE
NIKE INC
+$316.0K
17,471
+43%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$311.0K
15,491
-10%
清仓
ECL
ECOLAB INC
-$307.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$307.0K
48,742
+16%
增持
BIIB
BIOGEN INC
-$302.0K
13,406
+3%
清仓
—
AON PLC
-$294.0K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$288.0K
0
-100%
清仓
FISV
FISERV INC
-$285.0K
0
-100%
增持
HYG
ISHARES TR
+$284.0K
32,165
+18%
减持
TXN
TEXAS INSTRS INC
-$283.0K
1,142
-56%
减持
NOW
SERVICENOW INC
-$280.0K
2,058
-6%
增持
ARMK
ARAMARK
+$279.0K
43,526
+18%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$278.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$275.0K
5,760
-18%
清仓
TYL
TYLER TECHNOLOGIES INC
-$273.0K
0
-100%
清仓
LNT
ALLIANT ENERGY CORP
-$265.0K
0
-100%
建仓
—
PROSHARES TR
+$264.0K
22,827
清仓
NJR
NEW JERSEY RES CORP
-$258.0K
0
-100%
清仓
CSX
CSX CORP
-$256.0K
0
-100%
清仓
ETR
ENTERGY CORP NEW
-$256.0K
0
-100%
建仓
MCO
MOODYS CORP
+$253.0K
749
增持
PFE
PFIZER INC
+$253.0K
35,640
+32%
清仓
XLP
SELECT SECTOR SPDR TR
-$252.0K
0
-100%
清仓
SIL
GLOBAL X FDS
-$252.0K
0
-100%
增持
TTEK
TETRA TECH INC NEW
+$251.0K
7,269
+30%
清仓
BV
BRIGHTVIEW HLDGS INC
-$240.0K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$237.0K
54,927
+9%
增持
IWB
ISHARES TR
+$228.0K
6,408
+23%
清仓
DEO
DIAGEO PLC
-$228.0K
0
-100%
清仓
RCI
ROGERS COMMUNICATIONS INC
-$226.0K
0
-100%
清仓
GPC
GENUINE PARTS CO
-$222.0K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$222.0K
8,572
+10%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$217.0K
41,648
+32%
增持
SHV
ISHARES TR
+$213.0K
9,148
+27%
增持
ISRG
INTUITIVE SURGICAL INC
-$211.0K
3,882
+1%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$209.0K
0
-100%
