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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 44
增持 51
减持 38
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$5.5M
18,256
+532%
清仓
KWEB
KRANESHARES TR
-$5.0M
0
-100%
建仓
IBB
ISHARES TR
+$4.7M
39,860
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。
减持
GLD
SPDR GOLD TR
-$4.5M
49,200
-32%
建仓
KIE
SPDR SER TR
+$4.3M
119,662
建仓
ESGU
ISHARES TR
+$3.3M
41,588
增持
AMGN
AMGEN INC
+$3.3M
16,396
+906%
清仓
KRE
SPDR SER TR
-$3.2M
0
-100%
建仓
NTAP
NETAPP INC
+$2.7M
44,274
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$2.7M
0
-100%
建仓
SNY
SANOFI
+$2.7M
70,411
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.6M
2,746
-70%
建仓
ACI
ALBERTSONS COS INC
+$2.1M
85,151
建仓
SBUX
STARBUCKS CORP
+$2.0M
24,308
建仓
HSIC
HENRY SCHEIN INC
+$1.9M
29,137
建仓
IUSB
ISHARES TR
+$1.8M
39,506
减持
MCD
MCDONALDS CORP
-$1.7M
3,180
-68%
减持
BSV
VANGUARD BD INDEX FDS
-$1.6M
44,295
-31%
减持
CI
CIGNA CORP NEW
-$1.5M
11,723
-35%
建仓
GOVT
ISHARES TR
+$1.5M
63,801
减持
BIIB
BIOGEN INC
-$1.4M
4,746
-64%
清仓
EQIX
EQUINIX INC
-$1.3M
0
-100%
建仓
AAON
AAON INC
+$1.2M
23,094
清仓
NNN
NATIONAL RETAIL PROPERTIES I
-$1.2M
0
-100%
增持
AAPL
APPLE INC
+$1.2M
75,759
+11%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.1M
3,024
-66%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.1M
50,006
建仓
EFV
ISHARES TR
+$944.5K
24,513
建仓
EFG
ISHARES TR
+$920.1K
12,681
增持
INTU
INTUIT
+$912.7K
5,690
+70%
减持
CCJ
CAMECO CORP
-$901.2K
84,452
-43%
减持
LQD
ISHARES TR
-$860.5K
85,471
-2%
减持
SPSB
SPDR SER TR
-$784.8K
569,957
-3%
增持
VTV
VANGUARD INDEX FDS
+$767.7K
12,907
+106%
增持
DGRO
ISHARES TR
+$723.5K
383,619
+12%
减持
PHG
KONINKLIJKE PHILIPS N V
-$716.4K
115,050
-0%
增持
—
STERIS PLC
+$716.2K
12,907
+86%
增持
SIMO
SILICON MOTION TECHNOLOGY CO
-$715.7K
44,444
+3%
减持
D
DOMINION ENERGY INC
-$702.5K
62,792
-1%
建仓
TFI
SPDR SER TR
+$693.4K
15,762
建仓
MUB
ISHARES TR
+$654.3K
6,378
建仓
VOO
VANGUARD INDEX FDS
+$641.2K
1,953
增持
DUK
DUKE ENERGY CORP NEW
-$636.8K
53,012
+2%
增持
KMB
KIMBERLY-CLARK CORP
-$626.4K
29,275
+1%
建仓
USMV
ISHARES TR
+$607.2K
9,185
建仓
EEMV
ISHARES INC
+$595.8K
11,756
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$583.8K
65,991
-0%
减持
AEM
AGNICO EAGLE MINES LTD
-$569.1K
149,085
-1%
减持
T
AT&T INC
-$560.7K
96,307
-1%
清仓
—
CONTINENTAL RES INC
-$560.0K
0
-100%
减持
SPYM
SPDR SER TR
-$556.0K
40,915
-20%
增持
FANG
DIAMONDBACK ENERGY INC
+$549.3K
15,501
+43%
减持
BTI
BRITISH AMERN TOB PLC
-$540.5K
72,069
-0%
建仓
IVLU
ISHARES TR
+$525.6K
26,614
建仓
MINT
PIMCO ETF TR
+$524.5K
5,305
增持
PNC
PNC FINL SVCS GROUP INC
+$515.8K
17,848
+31%
减持
SPGI
S&P GLOBAL INC
-$511.4K
781
-65%
增持
TJX
TJX COS INC NEW
+$499.4K
37,322
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
-$498.8K
58,368
+9%
减持
PSK
SPDR SER TR
-$459.5K
8,820
-59%
减持
VTRS
VIATRIS INC
-$450.4K
230,699
-0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$438.1K
37,819
+3%
增持
PFE
PFIZER INC
-$433.8K
59,352
+3%
建仓
XLV
SELECT SECTOR SPDR TR
+$431.5K
3,563
建仓
QUAL
ISHARES TR
+$430.7K
4,144
增持
ORCL
ORACLE CORP
-$422.8K
58,542
+2%
建仓
XLF
SELECT SECTOR SPDR TR
+$415.7K
13,692
减持
BX
BLACKSTONE INC
-$408.9K
31,674
-6%
减持
ETR
ENTERGY CORP NEW
-$406.6K
3,840
-45%
增持
SPY
SPDR S&P 500 ETF TR
+$406.5K
35,488
+9%
增持
XLK
SELECT SECTOR SPDR TR
+$404.6K
5,671
+168%
减持
AQN
ALGONQUIN PWR UTILS CORP
-$401.1K
154,257
-1%
减持
NVDA
NVIDIA CORPORATION
-$395.8K
5,397
-22%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$395.8K
58,351
-1%
增持
IJR
ISHARES TR
+$395.3K
9,339
+106%
建仓
MTUM
ISHARES TR
+$387.1K
2,951
增持
DE
DEERE & CO
+$385.8K
9,907
+2%
增持
TSLA
TESLA INC
+$377.4K
5,193
+250%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$373.0K
21,734
增持
CMCSA
COMCAST CORP NEW
-$368.9K
42,041
+3%
建仓
IEV
ISHARES TR
+$360.5K
9,546
增持
NEE
NEXTERA ENERGY INC
+$355.7K
26,294
+19%
减持
IEI
ISHARES TR
-$355.7K
65,867
-0%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$354.2K
1,233
减持
—
EXXON MOBIL CORP
-$351.1K
11,086
-28%
增持
VIGI
VANGUARD WHITEHALL FDS
-$348.5K
168,551
+7%
建仓
—
MODIVCARE INC
+$343.7K
3,448
建仓
XLP
SELECT SECTOR SPDR TR
+$342.7K
5,135
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$339.1K
91,398
+9%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$329.4K
14,487
清仓
LULU
LULULEMON ATHLETICA INC
-$325.0K
0
-100%
增持
SHV
ISHARES TR
+$324.3K
64,367
+5%
建仓
TLH
ISHARES TR
+$319.0K
2,928
增持
GOOGL
ALPHABET INC
-$316.4K
30,984
+1959%
减持
CLX
CLOROX CO DEL
-$316.0K
21,933
-1%
清仓
—
HORIZON THERAPEUTICS PUB L
-$314.0K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
-$299.8K
8,615
+0%
清仓
WBD
WARNER BROS DISCOVERY INC
-$298.0K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$296.9K
29,544
-1%
建仓
IXN
ISHARES TR
+$295.5K
7,005
增持
WMT
WALMART INC
+$286.7K
33,051
+0%
增持
WM
WASTE MGMT INC DEL
+$282.8K
5,791
+37%
减持
—
CANADIAN PAC RY LTD
-$277.2K
32,926
-7%
建仓
—
PROSHARES TR
+$276.8K
16,019
建仓
GOOS
CANADA GOOSE HLDGS INC
+$274.3K
17,996
增持
ZTS
ZOETIS INC
-$270.0K
16,879
+5%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$268.3K
37,839
-0%
增持
MSFT
MICROSOFT CORP
-$266.4K
47,396
+8%
减持
SAP
SAP SE
-$263.9K
27,620
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$263.6K
6,012
-0%
建仓
—
PROSHARES TR
+$260.2K
17,437
增持
PM
PHILIP MORRIS INTL INC
-$260.0K
23,841
+5%
增持
NOBL
PROSHARES TR
+$255.6K
7,148
+93%
清仓
NWE
NORTHWESTERN CORP
-$254.0K
0
-100%
建仓
IYW
ISHARES TR
+$253.7K
3,458
增持
AVGO
BROADCOM INC
-$251.4K
7,121
+1%
增持
ACWX
ISHARES TR
+$251.1K
12,424
+127%
清仓
GBF
ISHARES TR
-$251.0K
0
-100%
清仓
—
BLACKROCK INC
-$250.0K
0
-100%
建仓
RWM
PROSHARES TR
+$249.5K
9,466
建仓
DFUS
DIMENSIONAL ETF TRUST
+$243.6K
6,275
增持
AGG
ISHARES TR
+$240.4K
8,723
+48%
减持
PAAS
PAN AMERN SILVER CORP
-$239.9K
61,025
-1%
清仓
SPEM
SPDR INDEX SHS FDS
-$238.0K
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$231.9K
81,675
+59%
增持
VMC
VULCAN MATLS CO
+$231.8K
9,770
+6%
建仓
CTAS
CINTAS CORP
+$231.0K
595
清仓
NOW
SERVICENOW INC
-$229.0K
0
-100%
建仓
TIP
ISHARES TR
+$228.6K
2,179
清仓
MA
MASTERCARD INCORPORATED
-$227.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$225.2K
3,983
+66%
减持
AMD
ADVANCED MICRO DEVICES INC
-$224.5K
13,628
-4%
减持
SHW
SHERWIN WILLIAMS CO
-$224.4K
4,330
-13%
增持
CVS
CVS HEALTH CORP
+$221.4K
33,295
+4%
建仓
IEUR
ISHARES TR
+$221.2K
5,595
增持
COST
COSTCO WHSL CORP NEW
+$221.1K
3,496
+17%
增持
ABBV
ABBVIE INC
-$219.6K
13,810
+2%
建仓
FALN
ISHARES TR
+$215.1K
8,999
建仓
EEM
ISHARES TR
+$210.7K
6,042
减持
BIV
VANGUARD BD INDEX FDS
-$208.7K
3,406
-42%
清仓
—
PATTERSON COS INC
-$207.0K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$207.0K
0
-100%
增持
SYY
SYSCO CORP
-$189.5K
21,729
+7%
增持
—
MEDTRONIC PLC
-$188.1K
22,674
+1%
增持
JPM
JPMORGAN CHASE & CO
-$186.8K
37,810
+3%
增持
TMUS
T-MOBILE US INC
+$173.1K
7,976
+20%
增持
EW
EDWARDS LIFESCIENCES CORP
-$170.8K
15,287
+1%
增持
LOW
LOWES COS INC
+$170.3K
2,925
+35%
减持
EL
LAUDER ESTEE COS INC
-$170.2K
1,648
-20%
增持
BRO
BROWN & BROWN INC
+$169.9K
7,852
+50%
