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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 38
增持 67
减持 33
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
—
CAPITOL SER TR
+$7.7M
2,132,472
+2%
增持
AMZN
AMAZON COM INC
+$7.3M
85,515
+130%
增持
QQQ
INVESCO QQQ TR
+$6.2M
18,320
+912%
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
IWM
ISHARES TR
+$6.2M
35,672
+1105%
建仓
OWL
BLUE OWL CAPITAL INC
+$5.1M
441,401
建仓
VFH
VANGUARD WORLD FDS
+$5.1M
63,284
建仓
SPSM
SPDR SER TR
+$4.9M
126,882
建仓
URA
GLOBAL X FDS
+$4.7M
217,971
增持
GOOGL
ALPHABET INC
+$4.6M
69,115
+95%
减持
GDX
VANECK ETF TRUST
-$4.4M
12,058
-92%
清仓
—
PROSHARES TR II
-$4.3M
0
-100%
增持
V
VISA INC
+$4.0M
30,735
+112%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$4.0M
167,386
减持
—
ACTIVISION BLIZZARD INC
-$3.7M
9,002
-83%
减持
IBB
ISHARES TR
-$3.5M
33,915
-44%
增持
BX
BLACKSTONE INC
+$3.4M
64,122
+122%
增持
SPY
SPDR S&P 500 ETF TR
+$3.2M
11,750
+141%
增持
GOOG
ALPHABET INC
+$2.9M
30,372
+293%
建仓
—
FLEETCOR TECHNOLOGIES INC
+$2.8M
11,266
增持
ELV
ELEVANCE HEALTH INC
+$2.8M
6,991
+1020%
减持
MSFT
MICROSOFT CORP
+$2.7M
53,530
-0%
建仓
SCHD
SCHWAB STRATEGIC TR
+$2.7M
37,741
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$2.7M
193,940
建仓
—
DISCOVER FINL SVCS
+$2.6M
21,956
建仓
PANW
PALO ALTO NETWORKS INC
+$2.4M
9,551
增持
UNP
UNION PAC CORP
+$2.4M
14,204
+493%
建仓
FSK
FS KKR CAP CORP
+$2.4M
125,592
建仓
—
PERRIGO CO PLC
+$2.4M
69,442
建仓
AMT
AMERICAN TOWER CORP NEW
+$2.3M
11,751
减持
AAPL
APPLE INC
+$2.3M
84,246
-1%
减持
ORCL
ORACLE CORP
-$1.9M
36,346
-46%
增持
—
MEDTRONIC PLC
+$1.8M
46,593
+66%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$1.8M
116,568
+159%
减持
PFE
PFIZER INC
-$1.7M
13,631
-75%
减持
GBIL
GOLDMAN SACHS ETF TR
-$1.7M
50,614
-25%
减持
BIL
SPDR SER TR
-$1.6M
220,753
-7%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
20,071
+25%
建仓
FDS
FACTSET RESH SYS INC
+$1.6M
4,040
增持
DGRO
ISHARES TR
+$1.6M
527,907
+3%
建仓
KRE
SPDR SER TR
+$1.6M
38,612
建仓
DSL
DOUBLELINE INCOME SOLUTIONS
+$1.4M
116,057
增持
HAS
HASBRO INC
+$1.3M
38,274
+79%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.3M
8,580
+41%
建仓
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.2M
36,610
增持
FANG
DIAMONDBACK ENERGY INC
+$1.2M
23,093
+69%
增持
SPSB
SPDR SER TR
+$1.2M
782,624
+6%
减持
LLY
LILLY ELI & CO
+$1.2M
10,091
-3%
建仓
SCHW
SCHWAB CHARLES CORP
+$1.2M
20,290
建仓
DSU
BLACKROCK DEBT STRATEGIES FD
+$1.1M
112,802
增持
BILS
SPDR SER TR
+$1.1M
91,316
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$974.0K
58,146
+42%
增持
EMR
EMERSON ELEC CO
+$957.1K
37,664
+34%
增持
EWW
ISHARES INC
+$955.1K
137,571
+8%
增持
IVV
ISHARES TR
+$952.4K
15,518
+7%
建仓
GPN
GLOBAL PMTS INC
+$927.9K
9,418
建仓
ARCC
ARES CAPITAL CORP
+$900.1K
47,902
减持
AGG
ISHARES TR
-$893.1K
4,616
-66%
增持
—
STERIS PLC
+$888.4K
18,733
+8%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$842.6K
754,838
+5%
建仓
USFD
US FOODS HLDG CORP
+$795.9K
18,088
增持
EFA
ISHARES TR
+$779.5K
286,402
+2%
减持
CPB
CAMPBELL SOUP CO
-$769.9K
77,889
-1%
建仓
DBL
DOUBLELINE OPPORTUNISTIC CR
+$755.4K
52,058
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$732.8K
66,105
+440%
增持
SHV
ISHARES TR
+$715.3K
111,551
+6%
增持
CCJ
CAMECO CORP
+$713.4K
137,927
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$710.6K
38,302
+29%
建仓
SYF
SYNCHRONY FINANCIAL
+$706.0K
20,815
增持
JPM
JPMORGAN CHASE & CO
+$700.3K
42,689
+1%
增持
MBB
ISHARES TR
+$687.8K
281,272
+4%
增持
VMC
VULCAN MATLS CO
+$672.8K
11,792
+2%
减持
FMC
FMC CORP
-$671.0K
34,243
-1%
增持
ARMK
ARAMARK
+$641.4K
86,157
+1%
增持
IWB
ISHARES TR
+$598.1K
3,537
+202%
增持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$561.0K
57,394
+0%
增持
PHG
KONINKLIJKE PHILIPS N V
+$556.7K
102,559
+13%
增持
LQD
ISHARES TR
+$531.8K
112,387
+6%
增持
IEI
ISHARES TR
+$515.2K
133,870
+6%
增持
VYM
VANGUARD WHITEHALL FDS
+$480.5K
12,645
+55%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$475.5K
23,956
增持
HON
HONEYWELL INTL INC
+$469.4K
27,977
+0%
减持
NTAP
NETAPP INC
+$466.3K
41,367
-2%
增持
FISV
FISERV INC
+$454.9K
5,983
+126%
增持
SAP
SAP SE
+$437.6K
22,782
+8%
增持
ROP
ROPER TECHNOLOGIES INC
+$436.8K
9,802
+1%
减持
AVGO
BROADCOM INC
-$435.9K
5,479
-32%
增持
SGOV
ISHARES TR
+$426.8K
8,398
+102%
增持
IJR
ISHARES TR
+$422.6K
9,534
+75%
增持
MA
MASTERCARD INCORPORATED
+$418.8K
1,657
+159%
减持
WMT
WALMART INC
-$402.8K
33,698
-13%
减持
STZ
CONSTELLATION BRANDS INC
+$398.5K
19,805
-0%
清仓
GOVT
ISHARES TR
-$398.3K
0
-100%
增持
BKR
BAKER HUGHES COMPANY
+$392.6K
103,812
+4%
清仓
DBMF
LITMAN GREGORY FDS TR
-$388.8K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$388.3K
2,644
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$386.5K
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$361.1K
3,846
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$358.6K
4,440
增持
BLCO
BAUSCH PLUS LOMB CORP
+$354.7K
130,272
+0%
增持
—
UNILEVER PLC
+$349.6K
44,301
+17%
增持
SHY
ISHARES TR
+$346.9K
19,529
+30%
清仓
—
CANADIAN PAC RY LTD
-$339.5K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$338.2K
33,263
+10%
增持
ABBV
ABBVIE INC
-$330.8K
17,913
+4%
增持
MRK
MERCK & CO INC
+$328.4K
35,771
+0%
建仓
—
BROOKFIELD RENEWABLE CORP
+$315.2K
10,000
减持
TGT
TARGET CORP
-$310.5K
4,771
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$303.6K
2,773
-9%
建仓
BA
BOEING CO
+$303.2K
1,436
减持
CVS
CVS HEALTH CORP
-$295.5K
42,687
-2%
减持
—
EXXON MOBIL CORP
-$287.0K
14,232
-14%
清仓
—
MODIVCARE INC
-$285.5K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$265.7K
35,070
-2%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC
+$264.1K
10,403
增持
MDLZ
MONDELEZ INTL INC
+$263.8K
42,013
+5%
增持
WM
WASTE MGMT INC DEL
+$257.9K
7,439
+18%
减持
COR
AMERISOURCEBERGEN CORP
+$256.4K
8,689
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$254.3K
13,076
-31%
增持
COST
COSTCO WHSL CORP NEW
+$248.2K
3,712
+5%
建仓
—
EATON CORP PLC
+$240.3K
1,195
清仓
—
BARCLAYS BANK PLC
-$236.4K
0
-100%
增持
AMGN
AMGEN INC
-$233.9K
12,197
+0%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$229.4K
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$226.2K
4,875
减持
D
DOMINION ENERGY INC
-$222.0K
48,864
-1%
增持
ACI
ALBERTSONS COS INC
+$221.7K
77,612
+10%
增持
JNJ
JOHNSON & JOHNSON
+$219.8K
6,141
+19%
清仓
AVA
AVISTA CORP
-$218.4K
0
-100%
增持
—
CHUBB LIMITED
+$217.1K
20,889
+7%
减持
IEFA
ISHARES TR
-$214.1K
5,109
-39%
减持
TSLA
TESLA INC
+$212.6K
5,197
-6%
减持
AEM
AGNICO EAGLE MINES LTD
-$210.1K
49,165
-6%
建仓
XLF
SELECT SECTOR SPDR TR
+$209.5K
6,213
减持
CI
THE CIGNA GROUP
+$207.9K
10,075
-2%
清仓
DG
DOLLAR GEN CORP NEW
-$207.0K
0
-100%
建仓
—
REDFIN CORP
+$206.7K
16,644
清仓
—
BLACKROCK INC
-$205.5K
0
-100%
建仓
—
PROSHARES TR II
+$205.0K
8,215
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$204.1K
6,998
-20%
增持
ZTS
ZOETIS INC
+$204.0K
20,063
+3%
建仓
SCHX
SCHWAB STRATEGIC TR
+$202.0K
3,858
建仓
VNQ
VANGUARD INDEX FDS
+$200.8K
2,403
清仓
INTC
INTEL CORP
-$200.8K
0
-100%
增持
—
AMCOR PLC
-$199.3K
171,932
+2%
减持
AEP
AMERICAN ELEC PWR CO INC
-$199.1K
26,252
-1%
增持
CVX
CHEVRON CORP NEW
+$196.7K
8,554
+21%
减持
META
META PLATFORMS INC
+$193.6K
3,018
-5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$190.0K
23,433
+4%
增持
RWM
PROSHARES TR
+$185.3K
21,970
+66%
减持
SYK
STRYKER CORPORATION
+$173.8K
12,667
-2%
