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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 30
增持 66
减持 32
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
VFH
VANGUARD WORLD FD
-$7.7M
0
-100%
建仓
FCG
FIRST TR EXCHANGE-TRADED FD
+$6.9M
262,033
清仓
XAR
SPDR SER TR
-$6.2M
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。
建仓
INDA
ISHARES TR
+$5.6M
101,022
减持
AXP
AMERICAN EXPRESS CO
-$5.3M
10,860
-68%
增持
AAPL
APPLE INC
+$4.9M
109,435
+3%
建仓
HSY
HERSHEY CO
+$4.8M
26,026
减持
CVS
CVS HEALTH CORP
-$4.5M
8,200
-87%
清仓
VSTS
VESTIS CORPORATION
-$4.3M
0
-100%
清仓
DRI
DARDEN RESTAURANTS INC
-$4.2M
0
-100%
建仓
C
CITIGROUP INC
+$4.1M
65,257
增持
SCHW
SCHWAB CHARLES CORP
+$4.1M
73,349
+319%
减持
BX
BLACKSTONE INC
-$3.6M
16,321
-62%
增持
MSFT
MICROSOFT CORP
+$3.4M
71,764
+5%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
65,663
+1144%
减持
XIFR
NEXTERA ENERGY PARTNERS LP
-$3.1M
37,422
-73%
增持
GOOGL
ALPHABET INC
+$2.8M
74,055
+4%
减持
SPYG
SPDR SER TR
+$2.6M
429,710
-1%
增持
CRM
SALESFORCE INC
+$2.4M
33,727
+62%
增持
BKR
BAKER HUGHES COMPANY
+$2.3M
151,315
+68%
增持
AVGO
BROADCOM INC
+$2.3M
7,066
+3%
增持
LLY
ELI LILLY & CO
+$2.1M
11,487
+7%
建仓
SHEL
SHELL PLC
+$1.9M
26,293
增持
MBB
ISHARES TR
+$1.8M
361,963
+6%
增持
SPSB
SPDR SER TR
+$1.7M
971,720
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
40,478
+53%
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.6M
0
-100%
增持
BILS
SPDR SER TR
+$1.5M
95,780
+19%
增持
COR
CENCORA INC
+$1.5M
23,033
+52%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
25,083
+8%
增持
AMZN
AMAZON COM INC
+$1.4M
58,975
+6%
增持
IEI
ISHARES TR
+$1.4M
173,687
+8%
增持
ORCL
ORACLE CORP
+$1.3M
61,326
+5%
增持
—
ASTRAZENECA PLC
+$1.2M
93,373
+5%
增持
PLD
PROLOGIS INC.
+$1.2M
64,264
+39%
建仓
VALE
VALE S A
+$1.1M
98,264
建仓
PFE
PFIZER INC
+$1.1M
37,832
建仓
T
AT&T INC
+$1.0M
54,423
建仓
INTC
INTEL CORP
+$1.0M
33,032
减持
BND
VANGUARD BD INDEX FDS
-$994.7K
3,046
-82%
减持
JPM
JPMORGAN CHASE & CO.
-$961.7K
49,122
-10%
减持
GOOG
ALPHABET INC
+$941.5K
30,691
-0%
增持
NEE
NEXTERA ENERGY INC
+$928.6K
104,655
+3%
增持
SBUX
STARBUCKS CORP
+$899.2K
88,913
+35%
增持
LYFT
LYFT INC
+$891.5K
113,448
+210%
增持
TJX
TJX COS INC NEW
+$888.7K
62,751
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$887.0K
10,993
+29%
增持
KMI
KINDER MORGAN INC DEL
+$875.1K
263,074
+11%
减持
AAON
AAON INC
-$858.9K
2,872
-77%
清仓
GOOS
CANADA GOOSE HLDGS INC
-$857.8K
0
-100%
减持
V
VISA INC
-$852.9K
36,294
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$847.6K
35,682
+140%
清仓
FDS
FACTSET RESH SYS INC
-$816.2K
0
-100%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$810.5K
23,665
建仓
WY
WEYERHAEUSER CO MTN BE
+$806.8K
28,420
增持
LQD
ISHARES TR
+$802.9K
145,954
+7%
建仓
RIO
RIO TINTO PLC
+$793.8K
12,041
减持
QQQ
INVESCO QQQ TR
+$743.0K
21,838
-0%
减持
CCJ
CAMECO CORP
-$703.7K
144,761
-20%
增持
ARMK
ARAMARK
+$702.5K
204,152
+6%
增持
NKE
NIKE INC
+$674.0K
74,346
+42%
增持
PM
PHILIP MORRIS INTL INC
+$663.4K
55,430
+3%
清仓
PATH
UIPATH INC
-$640.7K
0
-100%
减持
DGRO
ISHARES TR
-$633.6K
925,579
-0%
增持
ZTS
ZOETIS INC
+$612.9K
37,986
+8%
增持
DOW
DOW INC
+$601.5K
15,654
+296%
增持
EFA
ISHARES TR
+$598.0K
336,666
+4%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$585.3K
167,120
-9%
增持
HIMS
HIMS & HERS HEALTH INC
+$560.7K
69,303
+28%
增持
SHV
ISHARES TR
+$549.2K
124,843
+4%
减持
CPAY
CORPAY INC
-$536.1K
12,535
-0%
建仓
VST
VISTRA CORP
+$523.9K
6,093
减持
UNH
UNITEDHEALTH GROUP INC
-$520.9K
6,691
-16%
增持
COST
COSTCO WHSL CORP NEW
+$508.8K
3,761
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$490.3K
39,682
+3%
增持
EWW
ISHARES INC
+$483.4K
140,858
+30%
增持
UBER
UBER TECHNOLOGIES INC
+$481.1K
35,155
+31%
增持
PYPL
PAYPAL HLDGS INC
+$477.9K
33,523
+53%
建仓
LULU
LULULEMON ATHLETICA INC
+$477.3K
1,598
减持
BIL
SPDR SER TR
-$469.7K
186,728
-3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$469.2K
20,471
+30%
建仓
IRM
IRON MTN INC DEL
+$463.3K
5,170
增持
RTX
RTX CORPORATION
+$463.0K
88,599
+2%
增持
—
EXXON MOBIL CORP
+$463.0K
13,034
+46%
建仓
MTB
M & T BK CORP
+$454.2K
3,001
建仓
GSK
GSK PLC
+$453.9K
11,789
建仓
KHC
KRAFT HEINZ CO
+$450.6K
13,985
增持
SYY
SYSCO CORP
-$450.5K
60,833
+3%
减持
IEFA
ISHARES TR
-$430.1K
9,044
-38%
清仓
ADBE
ADOBE INC
-$428.9K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$419.4K
7,855
-1%
增持
LNG
CHENIERE ENERGY INC
+$418.2K
5,987
+54%
建仓
BN
BROOKFIELD CORP
+$391.3K
9,419
增持
AMGN
AMGEN INC
+$384.3K
12,258
+1%
增持
AGG
ISHARES TR
+$383.4K
10,313
+64%
减持
TGT
TARGET CORP
-$381.0K
4,465
-24%
减持
OWL
BLUE OWL CAPITAL INC
-$351.7K
264,036
-1%
增持
INTU
INTUIT
+$350.6K
10,760
+4%
增持
COP
CONOCOPHILLIPS
+$339.9K
4,913
+182%
建仓
F
FORD MTR CO DEL
+$328.6K
26,206
建仓
JRS
NUVEEN REAL ESTATE INCOME FD
+$313.8K
41,075
减持
DE
DEERE & CO
-$312.4K
2,187
-20%
减持
GS
GOLDMAN SACHS GROUP INC
-$308.9K
19,935
-11%
增持
HON
HONEYWELL INTL INC
+$306.3K
30,763
+1%
增持
—
MEDTRONIC PLC
+$305.6K
88,420
+16%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$303.7K
1,747
建仓
PAYC
PAYCOM SOFTWARE INC
+$302.0K
2,111
增持
—
PRIMO WATER CORPORATION
+$298.4K
53,865
+12%
减持
—
LINDE PLC
-$295.9K
698
-46%
清仓
—
PERRIGO CO PLC
-$294.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$292.8K
8,711
+28%
增持
CHDN
CHURCHILL DOWNS INC
+$292.7K
10,047
+12%
增持
TMUS
T-MOBILE US INC
+$287.3K
10,475
+10%
减持
ASPN
ASPEN AEROGELS INC
-$286.2K
38,904
-44%
建仓
WELL
WELLTOWER INC
+$283.4K
2,718
减持
BSV
VANGUARD BD INDEX FDS
-$283.1K
4,224
-47%
建仓
—
EASTERLY GOVT PPTYS INC
+$277.1K
22,400
清仓
EXAS
EXACT SCIENCES CORP
-$271.0K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
-$267.0K
85,011
-0%
建仓
—
NEW YORK CMNTY BANCORP INC
+$264.2K
82,040
增持
PID
INVESCO EXCHANGE TRADED FD T
+$259.8K
905,764
+5%
清仓
ALL
ALLSTATE CORP
-$259.7K
0
-100%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$255.4K
0
-100%
清仓
VGT
VANGUARD WORLD FD
-$253.3K
0
-100%
增持
MLM
MARTIN MARIETTA MATLS INC
+$252.7K
1,016
+109%
清仓
—
JPMORGAN CHASE & CO
-$249.8K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$248.0K
78,311
+2%
增持
VMC
VULCAN MATLS CO
-$230.4K
17,671
+4%
清仓
XLB
SELECT SECTOR SPDR TR
-$226.0K
0
-100%
建仓
WDAY
WORKDAY INC
+$225.8K
1,010
清仓
IWR
ISHARES TR
-$219.9K
0
-100%
清仓
IWD
ISHARES TR
-$216.9K
0
-100%
建仓
KBH
KB HOME
+$216.7K
3,088
增持
MTCH
MATCH GROUP INC NEW
+$216.6K
54,311
+37%
减持
AME
AMETEK INC
-$213.3K
2,038
-33%
建仓
PHG
KONINKLIJKE PHILIPS N V
+$212.4K
8,430
清仓
J
JACOBS SOLUTIONS INC
-$210.6K
0
-100%
减持
IWF
ISHARES TR
-$208.1K
928
-43%
建仓
IUSB
ISHARES TR
+$206.2K
4,560
清仓
FITB
FIFTH THIRD BANCORP
-$205.3K
0
-100%
增持
STZ
CONSTELLATION BRANDS INC
-$205.1K
28,519
+3%
增持
FANG
DIAMONDBACK ENERGY INC
+$204.7K
24,293
+3%
减持
EMR
EMERSON ELEC CO
-$203.0K
56,013
-0%
清仓
GE
GENERAL ELECTRIC CO
-$202.6K
0
-100%
增持
GPN
GLOBAL PMTS INC
-$202.5K
7,503
+8%
清仓
WFC
WELLS FARGO CO NEW
-$201.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$199.5K
49,539
+1%
减持
SPSM
SPDR SER TR
-$197.3K
128,932
-0%
增持
PSX
PHILLIPS 66
+$194.1K
7,281
+43%
减持
UNP
UNION PAC CORP
-$192.9K
9,005
-1%
