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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 10
增持 72
减持 46
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
GLD
SPDR GOLD TR
-$8.1M
17,238
-74%
建仓
GS
GOLDMAN SACHS GROUP INC
+$7.8M
20,273
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.4M
48,733
+2053%
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。
建仓
XAR
SPDR SER TR
+$6.6M
48,726
增持
MSFT
MICROSOFT CORP
+$6.5M
64,033
+15%
清仓
VPU
VANGUARD WORLD FDS
-$6.3M
0
-100%
建仓
IHI
ISHARES TR
+$6.3M
115,852
减持
BIL
SPDR SER TR
-$5.6M
203,265
-23%
增持
IWM
ISHARES TR
+$4.0M
52,946
+40%
增持
PNC
PNC FINL SVCS GROUP INC
+$3.9M
52,526
+53%
增持
—
LAZARD LTD
+$3.9M
164,270
+179%
增持
AAPL
APPLE INC
+$3.8M
96,762
+12%
减持
BILS
SPDR SER TR
-$3.8M
88,458
-30%
减持
GBIL
GOLDMAN SACHS ETF TR
-$3.8M
15,100
-72%
减持
—
CHUBB LIMITED
-$3.8M
2,425
-88%
减持
DGRO
ISHARES TR
+$3.4M
911,673
-1%
减持
DE
DEERE & CO
-$3.4M
2,986
-75%
增持
RTX
RTX CORPORATION
+$3.0M
78,034
+59%
增持
AVGO
BROADCOM INC
+$2.9M
6,784
+21%
增持
ZTS
ZOETIS INC
+$2.8M
32,594
+58%
增持
TGT
TARGET CORP
+$2.8M
33,330
+94%
增持
PLD
PROLOGIS INC.
+$2.7M
36,014
+94%
增持
SPYG
SPDR SER TR
+$2.6M
426,388
+1%
增持
JPM
JPMORGAN CHASE & CO
+$2.5M
51,706
+19%
减持
MRK
MERCK & CO INC
-$2.5M
10,063
-71%
减持
SNY
SANOFI
-$2.4M
15,180
-75%
增持
AAON
AAON INC
+$2.4M
74,531
+36%
增持
ABBV
ABBVIE INC
+$2.3M
32,688
+74%
减持
CPB
CAMPBELL SOUP CO
-$2.2M
10,112
-84%
增持
BX
BLACKSTONE INC
+$2.2M
49,106
+26%
减持
KMB
KIMBERLY-CLARK CORP
-$2.2M
4,002
-82%
增持
INTU
INTUIT
+$2.2M
9,787
+27%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$2.2M
7,322
-85%
减持
SAP
SAP SE
-$2.1M
3,457
-83%
减持
FDS
FACTSET RESH SYS INC
-$2.1M
1,660
-75%
清仓
—
BUNGE LIMITED
-$2.1M
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$2.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$2.0M
23,917
+15%
增持
AXP
AMERICAN EXPRESS CO
+$2.0M
32,478
+18%
清仓
CLX
CLOROX CO DEL
-$2.0M
0
-100%
增持
EFA
ISHARES TR
+$2.0M
300,664
+0%
增持
MBB
ISHARES TR
+$1.9M
306,399
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
32,475
+33%
增持
V
VISA INC
+$1.9M
35,049
+11%
清仓
FMC
FMC CORP
-$1.9M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.9M
12,308
+23%
减持
CI
THE CIGNA GROUP
-$1.8M
2,816
-69%
清仓
D
DOMINION ENERGY INC
-$1.7M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$1.7M
7,950
-75%
减持
URA
GLOBAL X FDS
-$1.7M
163,220
-29%
增持
ARMK
ARAMARK
+$1.7M
173,812
+87%
清仓
INCY
INCYTE CORP
-$1.6M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.6M
52,974
+4%
减持
BLCO
BAUSCH PLUS LOMB CORP
-$1.6M
21,641
-81%
增持
CVS
CVS HEALTH CORP
+$1.6M
58,311
+34%
增持
TJX
TJX COS INC NEW
+$1.6M
54,873
+36%
清仓
NI
NISOURCE INC
-$1.5M
0
-100%
增持
—
ASTRAZENECA PLC
+$1.5M
80,034
+40%
增持
ORCL
ORACLE CORP
+$1.5M
54,326
+36%
减持
—
UNILEVER PLC
-$1.5M
9,165
-77%
增持
SYK
STRYKER CORPORATION
+$1.5M
17,022
+29%
增持
—
STERIS PLC
+$1.5M
26,806
+33%
减持
VTRS
VIATRIS INC
-$1.4M
25,569
-85%
增持
SYY
SYSCO CORP
+$1.4M
55,899
+39%
减持
HSIC
HENRY SCHEIN INC
-$1.4M
3,448
-85%
减持
AEM
AGNICO EAGLE MINES LTD
-$1.4M
9,574
-77%
减持
BTI
BRITISH AMERN TOB PLC
-$1.4M
8,531
-84%
减持
PID
INVESCO EXCHANGE TRADED FD T
+$1.4M
794,832
-0%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.3M
3,998
-86%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.3M
4,275
-81%
增持
EMR
EMERSON ELEC CO
+$1.3M
53,217
+33%
增持
HAS
HASBRO INC
+$1.3M
82,459
+88%
减持
PHG
KONINKLIJKE PHILIPS N V
-$1.3M
22,105
-76%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
2,083
-80%
减持
ACI
ALBERTSONS COS INC
-$1.3M
11,434
-83%
增持
PSX
PHILLIPS 66
+$1.3M
29,989
+32%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
1,740
-65%
减持
DUK
DUKE ENERGY CORP NEW
-$1.2M
52,505
-27%
增持
—
PERRIGO CO PLC
+$1.2M
135,212
+38%
减持
FE
FIRSTENERGY CORP
-$1.2M
6,579
-85%
增持
LQD
ISHARES TR
+$1.2M
121,690
+1%
增持
HON
HONEYWELL INTL INC
+$1.2M
29,580
+9%
增持
—
MEDTRONIC PLC
+$1.2M
60,118
+25%
增持
SBUX
STARBUCKS CORP
+$1.2M
48,598
+27%
增持
EWW
ISHARES INC
+$1.2M
113,412
+1%
增持
BKR
BAKER HUGHES COMPANY
+$1.1M
146,919
+33%
增持
VMC
VULCAN MATLS CO
+$1.1M
15,595
+31%
减持
PYPL
PAYPAL HLDGS INC
-$1.1M
6,960
-74%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$1.1M
41,806
-85%
增持
FANG
DIAMONDBACK ENERGY INC
+$1.1M
32,426
+28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
9,681
-25%
增持
COR
CENCORA INC
+$1.1M
13,553
+42%
增持
STZ
CONSTELLATION BRANDS INC
+$1.1M
25,437
+26%
增持
CRM
SALESFORCE INC
+$1.1M
5,573
+172%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
15,132
+5%
增持
CCJ
CAMECO CORP
+$1.0M
159,946
+8%
增持
QQQ
INVESCO QQQ TR
+$1.0M
19,535
+0%
清仓
T
AT&T INC
-$928.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$918.8K
39,689
+31%
增持
VFH
VANGUARD WORLD FDS
+$899.9K
67,841
+2%
增持
GOOGL
ALPHABET INC
+$875.5K
70,486
+3%
清仓
BIIB
BIOGEN INC
-$867.7K
0
-100%
减持
SHV
ISHARES TR
-$801.6K
112,254
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$795.0K
10,116
+8%
增持
CSCO
CISCO SYS INC
+$788.0K
96,279
+27%
清仓
—
ACTIVISION BLIZZARD INC
-$737.0K
0
-100%
增持
SPSM
SPDR SER TR
+$714.5K
128,553
+1%
减持
DHR
DANAHER CORPORATION
-$686.0K
1,093
-71%
减持
IVV
ISHARES TR
+$668.0K
15,068
-1%
减持
KMI
KINDER MORGAN INC DEL
-$648.6K
173,610
-22%
增持
IEI
ISHARES TR
+$633.9K
144,298
+0%
减持
SHY
ISHARES TR
-$621.4K
11,826
-40%
建仓
BF/B
BROWN FORMAN CORP
+$609.4K
10,673
减持
AMD
ADVANCED MICRO DEVICES INC
+$570.3K
12,939
-0%
清仓
PAAS
PAN AMERN SILVER CORP
-$560.9K
0
-100%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$552.9K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$533.6K
23,391
+19%
增持
MDLZ
MONDELEZ INTL INC
+$528.9K
57,059
+10%
建仓
SO
SOUTHERN CO
+$496.5K
7,081
增持
AVUV
AMERICAN CENTY ETF TR
+$493.8K
16,481
+30%
增持
NVDA
NVIDIA CORPORATION
+$489.2K
3,934
+17%
增持
MTCH
MATCH GROUP INC NEW
+$489.1K
26,149
+120%
清仓
APD
AIR PRODS & CHEMS INC
-$454.3K
0
-100%
清仓
ESGU
ISHARES TR
-$446.6K
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$435.8K
1,600
清仓
RWM
PROSHARES TR
-$428.4K
0
-100%
减持
ASPN
ASPEN AEROGELS INC
+$417.1K
63,675
-7%
减持
PGR
PROGRESSIVE CORP
-$411.5K
4,570
-44%
建仓
—
BUNGE GLOBAL SA
+$410.0K
4,061
减持
OWL
BLUE OWL CAPITAL INC
+$368.5K
428,223
-8%
清仓
—
PROSHARES TR
-$367.7K
0
-100%
增持
GOOG
ALPHABET INC
+$359.9K
30,634
+2%
减持
CVX
CHEVRON CORP NEW
-$358.5K
5,884
-20%
增持
CHDN
CHURCHILL DOWNS INC
+$350.8K
6,033
+51%
清仓
QUAL
ISHARES TR
-$348.7K
0
-100%
增持
EW
EDWARDS LIFESCIENCES CORP
+$348.2K
14,523
+33%
清仓
PFE
PFIZER INC
-$344.3K
0
-100%
建仓
PH
PARKER-HANNIFIN CORP
+$332.2K
721
增持
SCHD
SCHWAB STRATEGIC TR
+$330.3K
39,794
+4%
增持
USFR
WISDOMTREE TR
+$327.7K
28,914
+29%
清仓
SLV
ISHARES SILVER TR
-$327.2K
0
-100%
减持
—
EXXON MOBIL CORP
-$326.2K
13,367
-5%
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$322.5K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$319.7K
1,838
增持
—
FLEETCOR TECHNOLOGIES INC
+$310.4K
11,232
+0%
增持
IEF
ISHARES TR
+$299.1K
5,748
+107%
清仓
—
PROSHARES TR
-$296.8K
0
-100%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$290.0K
168,156
+0%
建仓
VBK
VANGUARD INDEX FDS
+$283.8K
1,174
增持
—
LINDE PLC
+$277.7K
1,212
+105%
