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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 11
增持 70
减持 47
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
CAPITOL SER TR
+$27.3M
1,698,941
增持
EFA
ISHARES TR
+$14.9M
230,744
+4581%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$11.2M
2,978
-97%
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
MBB
ISHARES TR
+$11.1M
211,558
+128%
减持
SPY
SPDR S&P 500 ETF TR
-$10.9M
4,747
-87%
建仓
PID
INVESCO EXCHANGE TRADED FD T
+$9.8M
585,025
减持
VIGI
VANGUARD WHITEHALL FDS
-$8.0M
34,644
-79%
增持
BIL
SPDR SER TR
+$6.2M
72,585
+1462%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$4.8M
47,994
增持
DGRO
ISHARES TR
+$4.7M
434,538
+13%
增持
IEI
ISHARES TR
+$4.1M
101,234
+54%
减持
EMXC
ISHARES INC
-$4.1M
18,525
-84%
增持
NEE
NEXTERA ENERGY INC
+$3.3M
63,886
+143%
减持
SIMO
SILICON MOTION TECHNOLOGY CO
-$2.7M
3,409
-92%
减持
ESGU
ISHARES TR
-$2.6M
8,605
-79%
增持
SHV
ISHARES TR
+$2.5M
87,305
+36%
减持
D
DOMINION ENERGY INC
-$2.4M
31,330
-50%
增持
KIE
SPDR SER TR
+$2.3M
162,886
+36%
增持
EMR
EMERSON ELEC CO
+$2.1M
24,872
+618%
建仓
NI
NISOURCE INC
+$2.1M
76,964
建仓
ERIC
ERICSSON
+$2.0M
346,835
增持
IBB
ISHARES TR
+$2.0M
50,805
+27%
清仓
SBSW
SIBANYE STILLWATER LTD
-$2.0M
0
-100%
减持
—
CANADIAN PAC RY LTD
-$1.9M
4,312
-87%
增持
ORCL
ORACLE CORP
+$1.9M
66,492
+14%
增持
GLD
SPDR GOLD TR
+$1.8M
55,273
+12%
清仓
AQN
ALGONQUIN PWR UTILS CORP
-$1.7M
0
-100%
增持
EWW
ISHARES INC
+$1.7M
107,296
+30%
增持
JPM
JPMORGAN CHASE & CO
+$1.6M
41,489
+10%
减持
AEM
AGNICO EAGLE MINES LTD
-$1.6M
91,280
-39%
清仓
IWB
ISHARES TR
-$1.5M
0
-100%
减持
IUSB
ISHARES TR
-$1.5M
6,391
-84%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.4M
11,827
-62%
增持
HON
HONEYWELL INTL INC
+$1.4M
27,286
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.4M
20,718
-65%
减持
IVV
ISHARES TR
-$1.4M
13,526
-26%
减持
SPYM
SPDR SER TR
-$1.3M
8,632
-79%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.3M
43,399
+15%
减持
CLX
CLOROX CO DEL
-$1.3M
10,935
-50%
建仓
COR
AMERISOURCEBERGEN CORP
+$1.3M
7,694
增持
DE
DEERE & CO
+$1.3M
10,636
+7%
增持
AAON
AAON INC
+$1.2M
33,044
+43%
增持
AVGO
BROADCOM INC
+$1.2M
7,807
+10%
增持
MSFT
MICROSOFT CORP
+$1.2M
50,851
+7%
减持
GILD
GILEAD SCIENCES INC
-$1.1M
36,812
-47%
增持
LLY
LILLY ELI & CO
+$1.1M
9,958
+24%
增持
SBUX
STARBUCKS CORP
+$1.1M
31,277
+29%
减持
TLT
ISHARES TR
-$1.0M
10,246
-48%
减持
CMCSA
COMCAST CORP NEW
-$1.0M
6,445
-85%
增持
BKR
BAKER HUGHES COMPANY
+$1.0M
91,956
+13%
增持
EL
LAUDER ESTEE COS INC
+$1.0M
5,466
+232%
增持
TJX
TJX COS INC NEW
+$992.2K
41,590
+11%
增持
—
ASTRAZENECA PLC
+$988.1K
32,710
+46%
减持
VTI
VANGUARD INDEX FDS
-$974.7K
2,436
-70%
增持
WMT
WALMART INC
+$961.2K
37,012
+12%
减持
GOVT
ISHARES TR
-$956.7K
21,804
-66%
清仓
TECH
BIO-TECHNE CORP
-$955.8K
0
-100%
清仓
EFV
ISHARES TR
-$944.5K
0
-100%
清仓
EFG
ISHARES TR
-$920.1K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$901.2K
9,256
+7%
减持
KMB
KIMBERLY-CLARK CORP
-$881.5K
17,776
-39%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$880.3K
89,941
-39%
增持
—
EXXON MOBIL CORP
+$873.2K
16,692
+51%
增持
—
AMCOR PLC
+$863.3K
151,143
+73%
减持
PHG
KONINKLIJKE PHILIPS N V
-$857.0K
60,951
-47%
增持
SYK
STRYKER CORPORATION
+$855.9K
13,023
+13%
减持
MRK
MERCK & CO INC
+$852.5K
37,558
-2%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$840.4K
15,423
增持
ARMK
ARAMARK
+$827.7K
62,206
+11%
增持
—
CHUBB LIMITED
+$825.8K
13,583
+14%
增持
SPSB
SPDR SER TR
+$811.6K
594,478
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$805.4K
33,326
-25%
减持
—
UNILEVER PLC
-$796.2K
26,077
-46%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$755.8K
28,811
-51%
增持
KMI
KINDER MORGAN INC DEL
+$737.9K
98,959
+57%
增持
PM
PHILIP MORRIS INTL INC
+$729.9K
26,765
+12%
减持
ACI
ALBERTSONS COS INC
-$726.3K
67,046
-21%
增持
IGSB
ISHARES TR
+$705.2K
29,288
+91%
减持
EW
EDWARDS LIFESCIENCES CORP
-$704.6K
7,486
-51%
增持
TSLA
TESLA INC
-$703.5K
5,471
+5%
建仓
UBER
UBER TECHNOLOGIES INC
+$697.7K
28,214
增持
AMZN
AMAZON COM INC
-$694.3K
40,930
+12%
清仓
TFI
SPDR SER TR
-$693.4K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$682.5K
6,492
-50%
减持
FE
FIRSTENERGY CORP
-$676.1K
35,149
-40%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$674.1K
38,409
-42%
增持
AXP
AMERICAN EXPRESS CO
+$658.4K
25,741
+10%
减持
BX
BLACKSTONE INC
-$635.5K
27,167
-14%
增持
CCJ
CAMECO CORP
+$633.1K
126,686
+50%
清仓
ISRG
INTUITIVE SURGICAL INC
-$632.2K
0
-100%
减持
SNY
SANOFI
+$626.8K
68,219
-3%
增持
ABBV
ABBVIE INC
+$626.8K
15,347
+11%
减持
AMGN
AMGEN INC
+$608.7K
16,389
-0%
增持
V
VISA INC
+$607.8K
12,953
+10%
清仓
USMV
ISHARES TR
-$607.2K
0
-100%
清仓
EEMV
ISHARES INC
-$595.8K
0
-100%
增持
CSCO
CISCO SYS INC
+$593.0K
51,299
+11%
增持
PSX
PHILLIPS 66
+$588.2K
18,763
+11%
增持
STZ
CONSTELLATION BRANDS INC
+$582.4K
15,641
+18%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$565.4K
1,958
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$560.5K
14,290
+17%
增持
INTU
INTUIT
+$538.7K
7,046
+24%
清仓
IVLU
ISHARES TR
-$525.6K
0
-100%
增持
XLU
SELECT SECTOR SPDR TR
+$521.5K
14,625
+88%
增持
GOOS
CANADA GOOSE HLDGS INC
+$515.7K
44,356
+146%
增持
—
STERIS PLC
+$502.9K
14,343
+11%
减持
HSIC
HENRY SCHEIN INC
-$500.1K
17,732
-39%
增持
—
ACTIVISION BLIZZARD INC
+$499.9K
48,968
+12%
清仓
OMCL
OMNICELL COM
-$477.4K
0
-100%
减持
PAAS
PAN AMERN SILVER CORP
-$476.0K
30,175
-51%
增持
SUB
ISHARES TR
+$469.1K
14,253
+44%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$464.4K
14,513
-4%
减持
FMC
FMC CORP
+$459.4K
36,735
-6%
减持
LMT
LOCKHEED MARTIN CORP
+$453.1K
5,705
-5%
减持
CPB
CAMPBELL SOUP CO
+$449.3K
81,798
-8%
减持
VTRS
VIATRIS INC
+$446.8K
216,740
-6%
增持
SHY
ISHARES TR
+$425.6K
16,412
+47%
增持
SYY
SYSCO CORP
+$417.1K
25,553
+18%
增持
XLP
SELECT SECTOR SPDR TR
+$416.9K
10,188
+98%
增持
TGT
TARGET CORP
+$407.6K
17,256
+18%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$399.3K
1,059
-61%
增持
BRO
BROWN & BROWN INC
+$389.4K
15,170
+93%
清仓
MTUM
ISHARES TR
-$387.1K
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$373.0K
0
-100%
清仓
IEV
ISHARES TR
-$360.5K
0
-100%
增持
VMC
VULCAN MATLS CO
+$359.8K
10,854
+11%
增持
GOOGL
ALPHABET INC
+$349.8K
37,554
+21%
增持
PNC
PNC FINL SVCS GROUP INC
+$346.5K
19,079
+7%
增持
CVS
CVS HEALTH CORP
+$335.0K
37,669
+13%
清仓
RMNI
RIMINI STR INC DEL
-$333.4K
0
-100%
清仓
BXSL
BLACKSTONE SECD LENDING FD
-$329.4K
0
-100%
建仓
ASPN
ASPEN AEROGELS INC
+$329.3K
27,927
减持
MUB
ISHARES TR
-$324.1K
3,128
-51%
清仓
TLH
ISHARES TR
-$319.0K
0
-100%
增持
TTEK
TETRA TECH INC NEW
+$317.3K
7,552
+25%
增持
—
ACCENTURE PLC IRELAND
+$316.8K
14,611
+5%
增持
TMUS
T-MOBILE US INC
+$309.7K
9,856
+24%
清仓
—
R1 RCM INC
-$304.7K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$303.6K
50,828
-4%
减持
PLD
PROLOGIS INC.
-$295.9K
15,306
-23%
清仓
IXN
ISHARES TR
-$295.5K
0
-100%
增持
HD
HOME DEPOT INC
+$289.6K
5,319
+6%
增持
PLNT
PLANET FITNESS INC
+$287.1K
11,728
+6%
清仓
GNRC
GENERAC HLDGS INC
-$282.7K
0
-100%
增持
LQD
ISHARES TR
+$281.1K
85,721
+0%
减持
XLK
SELECT SECTOR SPDR TR
-$274.1K
3,210
-43%
增持
UNH
UNITEDHEALTH GROUP INC
+$259.7K
6,128
+4%
清仓
IYW
ISHARES TR
-$253.7K
0
-100%
建仓
—
ASML HOLDING N V
+$243.1K
445
增持
CVX
CHEVRON CORP NEW
+$242.3K
4,538
+14%
