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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 20
增持 78
减持 29
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
BIL
SPDR SER TR
+$15.3M
238,464
+229%
增持
—
CAPITOL SER TR
+$13.4M
2,085,425
+23%
建仓
BILS
SPDR SER TR
+$8.0M
80,544
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
KIE
SPDR SER TR
-$6.7M
0
-100%
增持
MBB
ISHARES TR
+$5.9M
269,662
+27%
增持
EFA
ISHARES TR
+$4.8M
279,427
+21%
建仓
GDX
VANECK ETF TRUST
+$4.8M
147,822
增持
SPSB
SPDR SER TR
+$4.4M
738,255
+24%
建仓
—
PROSHARES TR II
+$4.3M
476,697
增持
DGRO
ISHARES TR
+$3.9M
512,060
+18%
增持
AAPL
APPLE INC
+$3.6M
85,284
+5%
增持
MSFT
MICROSOFT CORP
+$3.3M
53,702
+6%
增持
IEI
ISHARES TR
+$3.3M
126,771
+25%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$3.0M
716,893
+23%
增持
LQD
ISHARES TR
+$2.6M
106,028
+24%
增持
KMI
KINDER MORGAN INC DEL
+$2.3M
234,103
+137%
增持
EWW
ISHARES INC
+$2.3M
127,651
+19%
增持
GLD
SPDR GOLD TR
+$2.1M
62,898
+14%
减持
AEM
AGNICO EAGLE MINES LTD
-$2.1M
52,333
-43%
增持
SHV
ISHARES TR
+$2.0M
105,027
+20%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.9M
67,189
+40%
建仓
—
BUNGE LIMITED
+$1.9M
19,847
减持
TGT
TARGET CORP
-$1.6M
5,674
-67%
增持
BSV
VANGUARD BD INDEX FDS
+$1.6M
53,662
+61%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$1.5M
57,192
+49%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
41,086
+166%
减持
AMGN
AMGEN INC
-$1.4M
12,169
-26%
增持
CLX
CLOROX CO DEL
+$1.2M
17,142
+57%
建仓
HAS
HASBRO INC
+$1.2M
21,434
增持
IBB
ISHARES TR
+$1.1M
60,199
+18%
增持
CSCO
CISCO SYS INC
+$1.0M
66,046
+29%
增持
KMB
KIMBERLY-CLARK CORP
+$1.0M
25,490
+43%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$932.2K
22,470
+57%
增持
BLCO
BAUSCH PLUS LOMB CORP
+$864.9K
129,805
+44%
增持
DUK
DUKE ENERGY CORP NEW
+$854.4K
63,121
+24%
增持
STZ
CONSTELLATION BRANDS INC
+$851.5K
19,816
+27%
增持
PNC
PNC FINL SVCS GROUP INC
+$838.0K
30,301
+59%
增持
D
DOMINION ENERGY INC
+$831.6K
49,235
+57%
增持
AVGO
BROADCOM INC
+$823.2K
8,088
+4%
增持
HSIC
HENRY SCHEIN INC
+$811.8K
27,325
+54%
增持
NEE
NEXTERA ENERGY INC
+$809.5K
79,791
+25%
减持
CI
THE CIGNA GROUP
-$809.4K
10,250
-1%
增持
—
CHUBB LIMITED
+$808.7K
19,596
+44%
增持
ORCL
ORACLE CORP
+$798.7K
67,087
+1%
增持
AAON
AAON INC
+$790.7K
33,919
+3%
增持
IVV
ISHARES TR
+$767.1K
14,508
+7%
增持
PHG
KONINKLIJKE PHILIPS N V
+$754.2K
90,889
+49%
增持
CCJ
CAMECO CORP
+$735.9K
137,863
+9%
增持
—
ACTIVISION BLIZZARD INC
+$703.8K
52,019
+6%
减持
NVDA
NVIDIA CORPORATION
+$678.0K
5,334
-3%
增持
—
STERIS PLC
+$677.0K
17,389
+21%
增持
—
ACCENTURE PLC IRELAND
+$675.3K
16,004
+10%
增持
—
UNILEVER PLC
+$646.8K
37,739
+45%
增持
INTU
INTUIT
+$641.7K
7,590
+8%
增持
AXP
AMERICAN EXPRESS CO
+$601.4K
26,703
+4%
建仓
TFLO
ISHARES TR
+$573.3K
11,333
增持
V
VISA INC
+$571.4K
14,470
+12%
增持
AGG
ISHARES TR
+$546.0K
13,501
+64%
增持
FE
FIRSTENERGY CORP
+$538.8K
50,249
+43%
清仓
SCHX
SCHWAB STRATEGIC TR
-$520.9K
0
-100%
增持
ZTS
ZOETIS INC
+$519.0K
19,532
+5%
增持
SAP
SAP SE
+$516.6K
21,171
+1%
增持
BX
BLACKSTONE INC
+$516.6K
28,826
+6%
增持
HON
HONEYWELL INTL INC
-$511.6K
27,919
+2%
减持
SYK
STRYKER CORPORATION
+$506.7K
12,929
-1%
增持
ARMK
ARAMARK
+$496.1K
85,690
+38%
建仓
APD
AIR PRODS & CHEMS INC
+$484.8K
1,688
增持
—
WALGREENS BOOTS ALLIANCE INC
+$481.8K
45,061
+56%
减持
SHW
SHERWIN WILLIAMS CO
-$481.3K
2,477
-43%
清仓
MINT
PIMCO ETF TR
-$474.8K
0
-100%
增持
TSLA
TESLA INC
+$474.0K
5,533
+1%
增持
—
MEDTRONIC PLC
+$466.8K
28,038
+21%
减持
AMD
ADVANCED MICRO DEVICES INC
+$464.9K
14,817
-3%
减持
VTRS
VIATRIS INC
-$459.9K
202,952
-6%
减持
BTI
BRITISH AMERN TOB PLC
-$456.6K
62,831
-6%
增持
WMT
WALMART INC
+$451.5K
38,653
+4%
增持
IAU
ISHARES GOLD TR
+$421.1K
20,915
+101%
建仓
SGOV
ISHARES TR
+$418.3K
4,159
增持
SPGI
S&P GLOBAL INC
+$412.6K
1,840
+178%
减持
AMZN
AMAZON COM INC
+$406.5K
37,222
-9%
增持
PLD
PROLOGIS INC.
+$399.0K
17,026
+11%
清仓
FNDF
SCHWAB STRATEGIC TR
-$395.1K
0
-100%
减持
TLT
ISHARES TR
-$394.3K
5,884
-43%
增持
SBUX
STARBUCKS CORP
+$389.5K
33,536
+7%
建仓
DBMF
LITMAN GREGORY FDS TR
+$388.8K
14,785
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$386.5K
16,505
减持
UNH
UNITEDHEALTH GROUP INC
-$382.1K
6,066
-1%
减持
VIGI
VANGUARD WHITEHALL FDS
-$371.9K
27,692
-20%
增持
PAAS
PAN AMERN SILVER CORP
+$371.2K
47,488
+57%
增持
SPAB
SPDR SER TR
+$369.6K
45,440
+42%
清仓
SCHF
SCHWAB STRATEGIC TR
-$369.3K
0
-100%
减持
MRK
MERCK & CO INC
-$367.9K
35,710
-5%
减持
GOOGL
ALPHABET INC
+$360.7K
35,420
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$359.8K
26,000
+37%
建仓
GIS
GENERAL MLS INC
+$359.4K
4,206
减持
SNY
SANOFI
+$350.5K
67,151
-2%
增持
PFE
PFIZER INC
-$345.9K
54,172
+9%
减持
FMC
FMC CORP
-$340.6K
34,749
-5%
建仓
VPU
VANGUARD WORLD FDS
+$335.9K
2,277
增持
CVX
CHEVRON CORP NEW
+$334.8K
7,044
+55%
增持
MDLZ
MONDELEZ INTL INC
+$330.5K
40,169
+8%
减持
CPB
CAMPBELL SOUP CO
-$311.9K
78,759
-4%
减持
EMXC
ISHARES INC
-$306.1K
11,620
-37%
清仓
IUSB
ISHARES TR
-$287.1K
0
-100%
建仓
ELV
ELEVANCE HEALTH INC
+$286.7K
624
清仓
SCHE
SCHWAB STRATEGIC TR
-$285.9K
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$284.6K
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$282.7K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$276.4K
9,703
+5%
增持
ABBV
ABBVIE INC
+$264.0K
17,219
+12%
建仓
IWB
ISHARES TR
+$264.0K
1,172
增持
CVS
CVS HEALTH CORP
-$263.9K
43,689
+16%
清仓
VBK
VANGUARD INDEX FDS
-$252.7K
0
-100%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$250.8K
1,126
减持
EW
EDWARDS LIFESCIENCES CORP
-$246.4K
3,773
-50%
增持
UBER
UBER TECHNOLOGIES INC
+$245.2K
29,744
+5%
清仓
XLF
SELECT SECTOR SPDR TR
-$244.8K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$243.5K
4,835
-26%
清仓
—
ASML HOLDING N V
-$243.1K
0
-100%
增持
TJX
TJX COS INC NEW
+$243.0K
45,349
+9%
减持
HD
HOME DEPOT INC
-$241.1K
4,876
-8%
建仓
VO
VANGUARD INDEX FDS
+$237.5K
1,126
建仓
—
BARCLAYS BANK PLC
+$236.4K
5,264
清仓
BDX
BECTON DICKINSON & CO
-$234.5K
0
-100%
减持
AEP
AMERICAN ELEC PWR CO INC
-$232.2K
26,481
-5%
建仓
BAC
BANK AMERICA CORP
+$232.0K
8,113
增持
SYY
SYSCO CORP
+$231.2K
28,289
+11%
清仓
XLV
SELECT SECTOR SPDR TR
-$226.7K
0
-100%
增持
IEFA
ISHARES TR
+$225.6K
8,362
+55%
清仓
CMCSA
COMCAST CORP NEW
-$225.4K
0
-100%
清仓
SIMO
SILICON MOTION TECHNOLOGY CO
-$221.5K
0
-100%
增持
—
ASTRAZENECA PLC
+$220.8K
35,132
+7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$217.9K
46,949
+8%
清仓
IPAC
ISHARES TR
-$216.7K
0
-100%
清仓
DIA
SPDR DOW JONES INDL AVERAGE
-$216.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$213.7K
0
-100%
减持
META
META PLATFORMS INC
+$211.8K
3,173
-17%
清仓
VNQ
VANGUARD INDEX FDS
-$207.8K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$207.2K
0
-100%
清仓
FLOT
ISHARES TR
-$205.8K
0
-100%
建仓
—
JPMORGAN CHASE & CO
+$202.4K
9,123
建仓
INTC
INTEL CORP
+$200.8K
6,147
清仓
WMK
WEIS MKTS INC
-$200.5K
0
-100%
减持
IJR
ISHARES TR
-$197.4K
5,455
-29%
减持
GILD
GILEAD SCIENCES INC
-$191.8K
35,778
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$182.5K
4,880
+3%
减持
JNJ
JOHNSON & JOHNSON
-$180.1K
5,140
-7%
减持
LMT
LOCKHEED MARTIN CORP
-$177.2K
5,496
-4%
增持
BKR
BAKER HUGHES COMPANY
+$173.4K
100,100
+9%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$168.7K
8,706
+13%
