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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 81
减持 24
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
EWJ
ISHARES INC
+$7.8M
108,770
建仓
LAZ
LAZARD INC
+$7.6M
181,896
清仓
—
LAZARD LTD
-$5.7M
0
-100%
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
SPY
SPDR S&P 500 ETF TR
+$5.0M
23,300
+54%
增持
DGRO
ISHARES TR
+$4.9M
929,317
+2%
增持
CRM
SALESFORCE INC
+$4.8M
20,851
+274%
增持
NKE
NIKE INC
+$4.7M
52,453
+2255%
增持
MSFT
MICROSOFT CORP
+$4.6M
68,273
+7%
清仓
URA
GLOBAL X FDS
-$4.5M
0
-100%
减持
AAON
AAON INC
-$4.4M
12,594
-83%
建仓
VSTS
VESTIS CORPORATION
+$4.3M
222,625
建仓
DRI
DARDEN RESTAURANTS INC
+$4.2M
25,223
增持
SPYG
SPDR SER TR
+$4.1M
434,748
+2%
减持
—
PERRIGO CO PLC
-$4.1M
9,132
-93%
减持
HAS
HASBRO INC
-$3.9M
4,955
-94%
建仓
CPAY
CORPAY INC
+$3.9M
12,561
增持
SCHD
SCHWAB STRATEGIC TR
+$3.8M
85,297
+114%
减持
TGT
TARGET CORP
-$3.7M
5,880
-82%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.5M
26,377
+814%
清仓
—
FLEETCOR TECHNOLOGIES INC
-$3.2M
0
-100%
减持
PSX
PHILLIPS 66
-$3.2M
5,105
-83%
增持
EFA
ISHARES TR
+$3.1M
322,728
+7%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
5,278
+34%
增持
LLY
ELI LILLY & CO
+$2.7M
10,713
+10%
增持
SPSB
SPDR SER TR
+$2.6M
910,805
+11%
增持
MBB
ISHARES TR
+$2.6M
339,990
+11%
增持
JPM
JPMORGAN CHASE & CO
+$2.1M
54,404
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.0M
38,507
+19%
减持
BKR
BAKER HUGHES COMPANY
-$2.0M
89,873
-39%
增持
AMZN
AMAZON COM INC
+$1.9M
55,422
+5%
增持
RTX
RTX CORPORATION
+$1.9M
86,450
+11%
增持
IWM
ISHARES TR
+$1.8M
59,044
+12%
增持
IEI
ISHARES TR
+$1.8M
161,353
+12%
增持
QQQ
INVESCO QQQ TR
+$1.7M
21,891
+12%
增持
AXP
AMERICAN EXPRESS CO
+$1.7M
34,230
+5%
增持
—
MEDTRONIC PLC
+$1.7M
76,351
+27%
增持
ORCL
ORACLE CORP
+$1.6M
58,540
+8%
增持
IVV
ISHARES TR
+$1.6M
16,673
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.6M
54,609
+12%
增持
AVGO
BROADCOM INC
+$1.5M
6,853
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.5M
22,327
+10%
增持
ABBV
ABBVIE INC
+$1.4M
35,634
+9%
增持
VFH
VANGUARD WORLD FD
+$1.4M
75,010
+11%
清仓
—
DISCOVER FINL SVCS
-$1.4M
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
+$1.4M
27,754
+9%
增持
LQD
ISHARES TR
+$1.4M
136,170
+12%
增持
ARMK
ARAMARK
+$1.4M
191,966
+10%
增持
SBUX
STARBUCKS CORP
+$1.4M
65,900
+36%
减持
OWL
BLUE OWL CAPITAL INC
-$1.3M
267,145
-38%
增持
SYK
STRYKER CORPORATION
+$1.3M
17,893
+5%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$1.3M
861,462
+8%
增持
KMI
KINDER MORGAN INC DEL
+$1.3M
237,305
+37%
增持
IHI
ISHARES TR
+$1.3M
128,334
+11%
增持
V
VISA INC
+$1.3M
37,190
+6%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
76,753
+35%
增持
PLD
PROLOGIS INC.
+$1.2M
46,242
+28%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
54,064
+36%
建仓
BND
VANGUARD BD INDEX FDS
+$1.2M
16,718
增持
EMR
EMERSON ELEC CO
+$1.2M
56,193
+6%
增持
VMC
VULCAN MATLS CO
+$1.1M
16,946
+9%
增持
PYPL
PAYPAL HLDGS INC
+$1.0M
21,906
+215%
减持
BIL
SPDR SER TR
-$968.8K
191,804
-6%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$947.9K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$947.8K
101,424
+11%
增持
AMD
ADVANCED MICRO DEVICES INC
+$944.0K
15,798
+22%
增持
CCJ
CAMECO CORP
+$932.3K
180,655
+13%
增持
COR
CENCORA INC
+$909.6K
15,198
+12%
增持
SHV
ISHARES TR
+$883.4K
119,830
+7%
增持
WMT
WALMART INC
-$880.1K
21,154
+55%
建仓
—
PRIMO WATER CORPORATION
+$879.1K
48,276
增持
GOOGL
ALPHABET INC
+$878.9K
71,060
+1%
增持
TJX
TJX COS INC NEW
+$872.5K
59,358
+8%
建仓
HIMS
HIMS & HERS HEALTH INC
+$838.5K
54,204
减持
BX
BLACKSTONE INC
-$832.5K
42,601
-13%
清仓
SYF
SYNCHRONY FINANCIAL
-$794.9K
0
-100%
减持
BILS
SPDR SER TR
-$783.0K
80,315
-9%
增持
UTF
COHEN & STEERS INFRASTRUCTUR
+$770.5K
184,222
+10%
减持
TFLO
ISHARES TR
-$768.7K
16,974
-47%
清仓
SNY
SANOFI
-$754.9K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$754.0K
10,504
+54%
减持
PANW
PALO ALTO NETWORKS INC
-$739.5K
7,896
-22%
减持
USFR
WISDOMTREE TR
-$739.2K
14,186
-51%
减持
UNP
UNION PAC CORP
-$711.7K
9,069
-24%
建仓
LYFT
LYFT INC
+$708.1K
36,596
增持
SYY
SYSCO CORP
+$705.5K
59,046
+6%
增持
EW
EDWARDS LIFESCIENCES CORP
+$687.9K
18,787
+29%
增持
—
STERIS PLC
+$680.5K
29,240
+9%
增持
IEFA
ISHARES TR
+$655.2K
14,647
+139%
增持
—
ASTRAZENECA PLC
+$654.0K
89,215
+11%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$646.6K
216,353
+11%
清仓
GILD
GILEAD SCIENCES INC
-$644.0K
0
-100%
建仓
PATH
UIPATH INC
+$640.7K
28,264
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$636.2K
5,974
清仓
BF/B
BROWN FORMAN CORP
-$609.4K
0
-100%
增持
INTU
INTUIT
+$603.7K
10,340
+6%
增持
—
ACCENTURE PLC IRELAND
+$554.5K
25,813
+8%
增持
ROP
ROPER TECHNOLOGIES INC
+$553.6K
12,951
+5%
建仓
AMAT
APPLIED MATLS INC
+$550.5K
2,669
清仓
AEM
AGNICO EAGLE MINES LTD
-$525.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$521.1K
3,669
+12%
清仓
PHG
KONINKLIJKE PHILIPS N V
-$515.7K
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$486.3K
0
-100%
增持
MTCH
MATCH GROUP INC NEW
+$478.9K
39,509
+51%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$473.1K
0
-100%
增持
AAPL
APPLE INC
-$470.7K
105,895
+9%
增持
ZTS
ZOETIS INC
-$460.7K
35,296
+8%
清仓
NTAP
NETAPP INC
-$458.0K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$455.9K
3,165
清仓
AMT
AMERICAN TOWER CORP NEW
-$449.7K
0
-100%
清仓
CPB
CAMPBELL SOUP CO
-$437.1K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$434.8K
3,706
-65%
增持
HD
HOME DEPOT INC
+$431.1K
4,813
+18%
增持
META
META PLATFORMS INC
+$416.2K
2,876
+4%
清仓
—
BUNGE GLOBAL SA
-$410.0K
0
-100%
建仓
CAT
CATERPILLAR INC
+$404.5K
1,104
增持
ELV
ELEVANCE HEALTH INC
+$402.4K
6,840
+3%
增持
XLK
SELECT SECTOR SPDR TR
+$381.2K
4,284
+61%
增持
GOOG
ALPHABET INC
+$370.5K
30,788
+1%
减持
FANG
DIAMONDBACK ENERGY INC
-$370.2K
23,507
-28%
清仓
XLP
SELECT SECTOR SPDR TR
-$369.7K
0
-100%
清仓
BLCO
BAUSCH PLUS LOMB CORP
-$369.2K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$365.9K
5,793
减持
XAR
SPDR SER TR
-$350.9K
44,463
-9%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$347.2K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP
-$342.8K
17,508
-25%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$339.7K
854
增持
CVS
CVS HEALTH CORP
+$336.0K
61,939
+6%
减持
PNC
PNC FINL SVCS GROUP INC
-$330.1K
48,289
-8%
减持
DUK
DUKE ENERGY CORP NEW
-$329.2K
49,280
-6%
减持
CI
THE CIGNA GROUP
-$326.1K
1,424
-49%
减持
MRK
MERCK & CO INC
-$318.2K
5,903
-41%
建仓
FSS
FEDERAL SIGNAL CORP
+$309.7K
3,649
建仓
SOXX
ISHARES TR
+$307.7K
1,362
建仓
MCK
MCKESSON CORP
+$307.6K
573
减持
—
EXXON MOBIL CORP
-$298.9K
8,926
-33%
建仓
MLM
MARTIN MARIETTA MATLS INC
+$297.8K
485
增持
CHDN
CHURCHILL DOWNS INC
+$295.9K
8,969
+49%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$288.7K
6,331
清仓
VBK
VANGUARD INDEX FDS
-$283.8K
0
-100%
增持
IWF
ISHARES TR
+$283.2K
1,621
+87%
增持
CSCO
CISCO SYS INC
+$281.6K
103,098
+7%
清仓
VTRS
VIATRIS INC
-$276.9K
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$276.5K
19,614
+93%
增持
IEMG
ISHARES INC
+$275.7K
10,424
+101%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$268.2K
78,178
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$265.9K
7,941
+14%
增持
TTEK
TETRA TECH INC NEW
+$264.7K
7,806
+11%
减持
GPN
GLOBAL PMTS INC
-$264.3K
6,943
-26%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$263.4K
0
-100%
清仓
ACI
ALBERTSONS COS INC
-$263.0K
0
-100%
