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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 17
增持 81
减持 43
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
SWP
MANAGER DIRECTED PORTFOLIOS
+$80.5M
3,203,976
减持
DGRO
ISHARES TR
-$41.9M
181,523
-80%
减持
SPYG
SPDR SER TR
-$32.1M
28,093
-93%
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
VFH
VANGUARD WORLD FD
+$8.2M
74,329
增持
XLK
SELECT SECTOR SPDR TR
+$7.9M
39,498
+789%
减持
EWW
ISHARES INC
-$7.7M
5,838
-96%
减持
EWJ
ISHARES INC
-$7.3M
8,151
-93%
清仓
FCG
FIRST TR EXCHANGE-TRADED FD
-$6.9M
0
-100%
减持
NKE
NIKE INC
-$5.2M
4,866
-93%
减持
BIL
SPDR SER TR
-$5.2M
130,506
-30%
减持
UPS
UNITED PARCEL SERVICE INC
-$5.0M
4,117
-90%
建仓
ICSH
ISHARES TR
+$4.6M
90,277
增持
MBB
ISHARES TR
+$4.4M
392,863
+9%
建仓
GD
GENERAL DYNAMICS CORP
+$4.1M
13,481
减持
CSCO
CISCO SYS INC
-$3.9M
21,648
-80%
减持
SCHW
SCHWAB CHARLES CORP
-$3.9M
23,466
-68%
建仓
DG
DOLLAR GEN CORP NEW
+$3.8M
44,648
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.6M
33,209
增持
AAPL
APPLE INC
+$3.5M
113,938
+4%
增持
—
BLACKROCK INC
+$3.3M
3,699
+1207%
增持
SPSB
SPDR SER TR
+$3.2M
1,058,713
+9%
增持
HD
HOME DEPOT INC
+$3.2M
12,067
+139%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.8M
94,339
+164%
减持
UTF
COHEN & STEERS INFRASTRUCTUR
-$2.7M
38,686
-77%
增持
PAYC
PAYCOM SOFTWARE INC
+$2.7M
17,971
+751%
增持
DLR
DIGITAL RLTY TR INC
+$2.7M
20,167
+416%
增持
IEI
ISHARES TR
+$2.7M
189,875
+9%
增持
EFA
ISHARES TR
+$2.5M
345,322
+3%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$2.3M
938,488
+4%
增持
RTX
RTX CORPORATION
+$2.3M
92,369
+4%
增持
GPN
GLOBAL PMTS INC
+$2.1M
27,889
+272%
增持
NVDA
NVIDIA CORPORATION
+$2.1M
84,196
+28%
增持
BKR
BAKER HUGHES COMPANY
+$2.1M
205,627
+36%
增持
LQD
ISHARES TR
+$2.1M
156,912
+8%
增持
CCJ
CAMECO CORP
+$1.9M
188,975
+31%
增持
CPAY
CORPAY INC
+$1.8M
16,437
+31%
增持
SBUX
STARBUCKS CORP
+$1.8M
89,369
+1%
增持
INDA
ISHARES TR
+$1.8M
126,204
+25%
增持
SYY
SYSCO CORP
+$1.6M
76,541
+26%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
26,489
+6%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.5M
5,251
-74%
增持
—
ACCENTURE PLC IRELAND
+$1.5M
29,642
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
37,762
-5%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
59,752
+5%
增持
SHV
ISHARES TR
+$1.3M
136,805
+10%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
57,104
+3%
增持
PLD
PROLOGIS INC.
+$1.3M
67,512
+5%
增持
IWM
ISHARES TR
+$1.3M
62,166
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.3M
20,821
+4%
增持
AVGO
BROADCOM INC
+$1.3M
73,077
+934%
增持
ZTS
ZOETIS INC
+$1.2M
39,972
+5%
减持
LYFT
LYFT INC
-$1.2M
30,150
-73%
减持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
49,135
-3%
减持
FANG
DIAMONDBACK ENERGY INC
-$1.2M
21,262
-12%
增持
ASPN
ASPEN AEROGELS INC
+$1.2M
75,182
+93%
减持
ELV
ELEVANCE HEALTH INC
-$1.1M
4,900
-28%
增持
CRM
SALESFORCE INC
+$1.1M
35,875
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$1.1M
52,186
+6%
减持
NEE
NEXTERA ENERGY INC
+$1.0M
99,964
-4%
增持
ABBV
ABBVIE INC
+$1.0M
37,207
+1%
增持
—
STERIS PLC
+$989.9K
31,410
+4%
减持
—
MEDTRONIC PLC
+$979.0K
88,177
-0%
增持
DUK
DUKE ENERGY CORP NEW
+$866.0K
50,575
+2%
增持
TJX
TJX COS INC NEW
+$860.0K
66,095
+5%
增持
AMZN
AMAZON COM INC
+$842.5K
65,687
+11%
建仓
MOH
MOLINA HEALTHCARE INC
+$832.5K
2,416
减持
GOOG
ALPHABET INC
-$829.1K
28,711
-6%
增持
MTCH
MATCH GROUP INC NEW
+$811.1K
65,040
+20%
减持
LAZ
LAZARD INC
+$798.2K
164,271
-16%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$779.9K
47,819
减持
INTC
INTEL CORP
-$767.0K
10,912
-67%
减持
VALE
VALE S A
-$761.1K
28,814
-71%
增持
LULU
LULULEMON ATHLETICA INC
+$750.3K
4,524
+183%
增持
GLD
SPDR GOLD TR
+$685.0K
17,791
+5%
建仓
CCC
CCC INTELLIGENT SOLUTIONS HL
+$684.6K
61,952
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$680.7K
11,195
+2%
增持
IHI
ISHARES TR
+$671.7K
138,767
+3%
增持
KMI
KINDER MORGAN INC DEL
+$669.9K
266,963
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$654.8K
42,707
+21%
减持
PFE
PFIZER INC
-$650.2K
14,109
-63%
减持
MDLZ
MONDELEZ INTL INC
+$624.0K
78,032
-0%
增持
HIMS
HIMS & HERS HEALTH INC
+$612.2K
109,199
+58%
增持
SOXX
ISHARES TR
+$605.8K
4,084
+200%
减持
PYPL
PAYPAL HLDGS INC
+$597.5K
32,588
-3%
减持
WY
WEYERHAEUSER CO MTN BE
-$569.8K
7,000
-75%
减持
BILS
SPDR SER TR
-$562.5K
89,929
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$512.6K
85,056
+6%
减持
SPSM
SPDR SER TR
+$511.5K
128,896
-0%
建仓
TSCO
TRACTOR SUPPLY CO
+$503.3K
1,730
减持
ARMK
ARAMARK
+$498.8K
192,204
-6%
增持
SYK
STRYKER CORPORATION
+$476.1K
18,674
+1%
增持
COST
COSTCO WHSL CORP NEW
+$464.6K
4,130
+10%
增持
ACWX
ISHARES TR
+$459.9K
21,047
+50%
增持
AXP
AMERICAN EXPRESS CO
+$457.3K
10,958
+1%
减持
UNP
UNION PAC CORP
-$455.5K
6,418
-29%
增持
VST
VISTRA CORP
+$455.0K
8,258
+36%
清仓
KHC
KRAFT HEINZ CO
-$450.6K
0
-100%
减持
INTU
INTUIT
-$441.7K
10,676
-1%
减持
AGG
ISHARES TR
-$438.7K
5,553
-46%
减持
IVV
ISHARES TR
-$431.9K
14,737
-10%
建仓
CSL
CARLISLE COS INC
+$427.7K
951
减持
HON
HONEYWELL INTL INC
-$418.2K
29,756
-3%
减持
V
VISA INC
+$413.1K
36,149
-0%
增持
MLM
MARTIN MARIETTA MATLS INC
+$395.2K
1,757
+73%
增持
TMUS
T-MOBILE US INC
+$394.0K
10,852
+4%
增持
TTEK
TETRA TECH INC NEW
+$385.0K
40,095
+444%
增持
PGR
PROGRESSIVE CORP
+$375.2K
5,319
+13%
减持
TSLA
TESLA INC
+$370.9K
5,973
-1%
增持
—
EXXON MOBIL CORP
+$345.0K
15,744
+21%
增持
HSY
HERSHEY CO
+$343.7K
26,740
+3%
增持
SO
SOUTHERN CO
+$337.9K
10,073
+37%
清仓
HUM
HUMANA INC
-$330.7K
0
-100%
增持
—
ASTRAZENECA PLC
+$328.6K
97,686
+5%
减持
SHEL
SHELL PLC
-$321.4K
23,903
-9%
增持
SPAB
SPDR SER TR
+$317.7K
69,598
+16%
清仓
—
LINDE PLC
-$306.4K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$300.1K
6,342
-5%
增持
SPGI
S&P GLOBAL INC
+$285.5K
2,609
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$279.0K
10,889
+6%
清仓
MU
MICRON TECHNOLOGY INC
-$274.5K
0
-100%
建仓
URI
UNITED RENTALS INC
+$270.4K
334
增持
QQQ
INVESCO QQQ TR
+$268.4K
21,987
+1%
增持
PH
PARKER-HANNIFIN CORP
+$265.7K
1,145
+27%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$265.1K
28,647
+0%
清仓
—
NEW YORK CMNTY BANCORP INC
-$264.2K
0
-100%
减持
WMT
WALMART INC
+$261.9K
20,347
-0%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$261.4K
46,912
+25%
增持
—
PRIMO WATER CORPORATION
+$260.7K
56,958
+6%
建仓
EXAS
EXACT SCIENCES CORP
+$255.4K
3,750
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$252.0K
19,580
+4%
建仓
GE
GE AEROSPACE
+$251.2K
1,332
清仓
AAON
AAON INC
-$250.6K
0
-100%
建仓
J
JACOBS SOLUTIONS INC
+$231.6K
1,769
清仓
WDAY
WORKDAY INC
-$225.8K
0
-100%
减持
DIS
DISNEY WALT CO
-$216.8K
4,491
-31%
建仓
—
TRANE TECHNOLOGIES PLC
+$215.7K
555
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$212.7K
26,929
+18%
清仓
VNQ
VANGUARD INDEX FDS
-$212.6K
0
-100%
增持
LOW
LOWES COS INC
+$210.1K
3,536
+4%
增持
TFLO
ISHARES TR
+$207.0K
18,679
+28%
增持
FSS
FEDERAL SIGNAL CORP
+$205.7K
5,607
+47%
建仓
AEM
AGNICO EAGLE MINES LTD
+$201.2K
2,497
减持
DOW
DOW INC
-$198.3K
11,571
-26%
增持
META
META PLATFORMS INC
+$193.1K
2,748
+0%
减持
RIO
RIO TINTO PLC
-$186.6K
8,532
-29%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$183.2K
2,616
+1%
减持
F
FORD MTR CO
-$182.7K
13,818
-47%
增持
—
LAM RESEARCH CORP
-$182.7K
743
+0%
增持
LLY
ELI LILLY & CO
+$179.9K
11,942
+4%
增持
BND
VANGUARD BD INDEX FDS
+$171.0K
5,198
+71%
