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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 13
增持 63
减持 60
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
—
CAPITOL SER TR
-$48.4M
0
-100%
建仓
SPYG
SPDR SER TR
+$25.1M
423,677
增持
DGRO
ISHARES TR
+$18.4M
921,162
+74%
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
VPU
VANGUARD WORLD FDS
+$6.0M
49,552
+1932%
减持
AMZN
AMAZON COM INC
-$4.7M
50,723
-41%
清仓
IBB
ISHARES TR
-$4.3M
0
-100%
增持
BIL
SPDR SER TR
+$4.0M
263,832
+20%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$3.8M
127,886
减持
BSV
VANGUARD BD INDEX FDS
-$3.6M
5,516
-90%
增持
BILS
SPDR SER TR
+$3.5M
126,730
+39%
减持
WMT
WALMART INC
-$2.9M
14,720
-56%
减持
NTAP
NETAPP INC
-$2.7M
5,691
-86%
减持
EWW
ISHARES INC
-$2.0M
112,196
-18%
建仓
—
LAZARD LTD
+$1.8M
58,797
减持
BX
BLACKSTONE INC
-$1.8M
39,117
-39%
减持
FMC
FMC CORP
-$1.7M
28,098
-18%
增持
SPSB
SPDR SER TR
+$1.6M
841,809
+8%
建仓
INCY
INCYTE CORP
+$1.6M
28,225
减持
—
AMCOR PLC
-$1.6M
10,243
-94%
清仓
KRE
SPDR SER TR
-$1.6M
0
-100%
增持
AAPL
APPLE INC
-$1.6M
86,366
+3%
增持
CCJ
CAMECO CORP
+$1.6M
148,185
+7%
建仓
PYPL
PAYPAL HLDGS INC
+$1.5M
26,451
增持
URA
GLOBAL X FDS
+$1.5M
229,771
+5%
增持
—
ASTRAZENECA PLC
+$1.4M
57,334
+64%
清仓
EL
LAUDER ESTEE COS INC
-$1.3M
0
-100%
增持
TGT
TARGET CORP
+$1.3M
17,219
+261%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.3M
92,222
-21%
增持
FDS
FACTSET RESH SYS INC
+$1.2M
6,560
+62%
增持
RTX
RTX CORPORATION
-$1.2M
49,114
+3%
建仓
USFR
WISDOMTREE TR
+$1.1M
22,355
减持
—
DISCOVER FINL SVCS
-$1.1M
16,956
-23%
增持
LLY
ELI LILLY & CO
+$1.0M
10,674
+6%
建仓
AVUV
AMERICAN CENTY ETF TR
+$986.2K
12,651
增持
SPY
SPDR S&P 500 ETF TR
+$945.5K
14,397
+23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$903.9K
76,943
+32%
增持
FANG
DIAMONDBACK ENERGY INC
+$898.1K
25,384
+10%
减持
CPB
CAMPBELL SOUP CO
-$881.7K
65,205
-16%
增持
OWL
BLUE OWL CAPITAL INC
+$869.7K
463,888
+5%
增持
SHV
ISHARES TR
+$843.4K
119,165
+7%
增持
IEI
ISHARES TR
+$837.9K
143,758
+7%
增持
NEE
NEXTERA ENERGY INC
-$827.4K
94,182
+12%
减持
KMB
KIMBERLY-CLARK CORP
-$825.6K
22,389
-12%
减持
HON
HONEYWELL INTL INC
-$802.4K
27,081
-3%
清仓
PLNT
PLANET FITNESS INC
-$798.8K
0
-100%
减持
D
DOMINION ENERGY INC
-$781.3K
39,162
-20%
减持
CLX
CLOROX CO DEL
-$778.9K
15,098
-13%
增持
—
PERRIGO CO PLC
+$763.1K
97,673
+41%
增持
TFLO
ISHARES TR
+$701.0K
27,761
+99%
减持
GOOGL
ALPHABET INC
+$697.6K
68,552
-1%
增持
MBB
ISHARES TR
+$686.3K
303,143
+8%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$683.5K
113,927
-13%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
-$672.0K
167,604
+0%
增持
MSFT
MICROSOFT CORP
-$641.4K
55,701
+4%
增持
PSX
PHILLIPS 66
+$637.6K
22,696
+4%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$619.0K
47,674
-17%
增持
AMGN
AMGEN INC
+$615.5K
12,366
+1%
增持
BKR
BAKER HUGHES COMPANY
+$609.3K
110,158
+6%
减持
MRK
MERCK & CO INC
-$569.3K
34,564
-3%
增持
SGOV
ISHARES TR
+$568.3K
14,040
+67%
减持
AEM
AGNICO EAGLE MINES LTD
-$546.7K
42,037
-14%
增持
MDLZ
MONDELEZ INTL INC
+$539.5K
51,930
+24%
减持
AEP
AMERICAN ELEC PWR CO INC
-$539.2K
22,218
-15%
减持
HSIC
HENRY SCHEIN INC
-$528.6K
22,617
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$527.7K
7,133
-17%
减持
AMT
AMERICAN TOWER CORP NEW
-$527.0K
10,654
-9%
增持
INTU
INTUIT
+$509.5K
7,705
+3%
增持
DBL
DOUBLELINE OPPORTUNISTIC CR
+$507.8K
86,636
+66%
减持
SAP
SAP SE
-$503.9K
20,205
-11%
增持
SYY
SYSCO CORP
+$499.5K
40,218
+38%
减持
FE
FIRSTENERGY CORP
-$482.1K
43,042
-14%
增持
ARMK
ARAMARK
-$475.8K
93,178
+8%
减持
ERIC
ERICSSON
-$474.9K
280,874
-17%
增持
AXP
AMERICAN EXPRESS CO
-$471.8K
27,460
+5%
减持
UNP
UNION PAC CORP
-$467.3K
11,978
-16%
建仓
MTCH
MATCH GROUP INC NEW
+$465.3K
11,878
建仓
CHDN
CHURCHILL DOWNS INC
+$463.2K
3,992
增持
CSCO
CISCO SYS INC
+$463.0K
75,820
+9%
增持
EMR
EMERSON ELEC CO
+$456.9K
39,985
+6%
建仓
HUM
HUMANA INC
+$455.9K
937
减持
LMT
LOCKHEED MARTIN CORP
-$450.6K
5,023
-8%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$448.4K
27,999
-14%
减持
T
AT&T INC
-$440.0K
61,835
-28%
减持
SUB
ISHARES TR
-$437.0K
10,268
-28%
减持
NI
NISOURCE INC
-$425.8K
62,754
-13%
减持
BTI
BRITISH AMERN TOB PLC
-$419.9K
51,725
-16%
增持
HAS
HASBRO INC
+$415.0K
43,757
+14%
增持
EW
EDWARDS LIFESCIENCES CORP
+$407.0K
10,958
+194%
减持
PHG
KONINKLIJKE PHILIPS N V
-$398.2K
91,591
-11%
减持
SNY
SANOFI
-$394.1K
59,595
-11%
增持
DSU
BLACKROCK DEBT STRATEGIES FD
+$393.9K
145,885
+29%
减持
IVV
ISHARES TR
-$387.5K
15,204
-2%
增持
ABBV
ABBVIE INC
+$383.9K
18,766
+5%
清仓
AXON
AXON ENTERPRISE INC
-$359.8K
0
-100%
减持
—
UNILEVER PLC
-$359.3K
39,476
-11%
减持
GILD
GILEAD SCIENCES INC
-$343.4K
31,484
-10%
减持
KMI
KINDER MORGAN INC DEL
-$339.2K
223,830
-5%
增持
—
MEDTRONIC PLC
-$337.6K
48,076
+3%
清仓
GIS
GENERAL MLS INC
-$337.0K
0
-100%
增持
—
CHUBB LIMITED
+$333.5K
20,923
+0%
增持
PID
INVESCO EXCHANGE TRADED FD T
-$328.2K
795,726
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$318.5K
71,875
+7%
减持
VIGI
VANGUARD WHITEHALL FDS
-$293.6K
22,934
-11%
清仓
BIV
VANGUARD BD INDEX FDS
-$286.8K
0
-100%
减持
GOOG
ALPHABET INC
+$283.2K
30,014
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$282.4K
24,362
+4%
减持
VTRS
VIATRIS INC
-$280.1K
174,598
-13%
增持
GBIL
GOLDMAN SACHS ETF TR
+$260.1K
53,191
+5%
增持
SYK
STRYKER CORPORATION
-$255.9K
13,206
+4%
减持
PANW
PALO ALTO NETWORKS INC
-$252.3K
9,333
-2%
增持
VMC
VULCAN MATLS CO
-$245.2K
11,945
+1%
建仓
DG
DOLLAR GEN CORP NEW
+$237.9K
2,249
增持
GLD
SPDR GOLD TR
-$227.0K
66,293
+2%
清仓
DFAT
DIMENSIONAL ETF TRUST
-$226.2K
0
-100%
建仓
CAT
CATERPILLAR INC
+$225.2K
825
清仓
—
FRESH DEL MONTE PRODUCE INC
-$224.9K
0
-100%
减持
BIIB
BIOGEN INC
-$220.7K
3,376
-12%
增持
SPSM
SPDR SER TR
-$220.2K
127,585
+1%
建仓
—
LINDE PLC
+$220.1K
591
增持
VFH
VANGUARD WORLD FDS
+$217.9K
66,722
+5%
增持
QQQ
INVESCO QQQ TR
+$215.3K
19,491
+6%
增持
STZ
CONSTELLATION BRANDS INC
+$210.2K
20,232
+2%
减持
PLD
PROLOGIS INC.
-$205.2K
18,567
-1%
清仓
—
PROSHARES TR II
-$205.0K
0
-100%
清仓
NWE
NORTHWESTERN CORP
-$203.6K
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$202.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$200.8K
0
-100%
增持
ASPN
ASPEN AEROGELS INC
+$200.2K
68,338
+39%
减持
ABT
ABBOTT LABS
-$199.7K
7,604
-11%
减持
AMD
ADVANCED MICRO DEVICES INC
-$198.4K
13,003
-4%
增持
—
STERIS PLC
+$196.0K
20,101
+7%
增持
TJX
TJX COS INC NEW
+$195.9K
40,397
+1%
减持
CI
THE CIGNA GROUP
-$194.5K
9,203
-9%
减持
WM
WASTE MGMT INC DEL
-$185.7K
7,245
-3%
减持
GOOS
CANADA GOOSE HLDGS INC
-$182.3K
45,602
-5%
减持
ETR
ENTERGY CORP NEW
-$179.0K
3,862
-30%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$177.6K
194,148
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$176.8K
39,798
+4%
增持
AAON
AAON INC
-$176.5K
54,995
+58%
增持
—
ACCENTURE PLC IRELAND
+$172.9K
20,730
+3%
增持
SBUX
STARBUCKS CORP
-$172.8K
38,272
+3%
减持
TLT
ISHARES TR
-$172.4K
5,856
-13%
增持
SPAB
SPDR SER TR
+$163.6K
56,560
+18%
减持
ACI
ALBERTSONS COS INC
-$163.0K
67,274
-13%
减持
NOBL
PROSHARES TR
-$158.7K
5,299
-20%
减持
PFE
PFIZER INC
-$155.7K
10,379
-24%
减持
GPN
GLOBAL PMTS INC
+$155.4K
9,388
-0%
减持
PG
PROCTER AND GAMBLE CO
-$153.3K
6,578
-10%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$144.7K
7,807
-19%
减持
XLU
SELECT SECTOR SPDR TR
-$144.4K
13,997
-5%
