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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 25
增持 74
减持 38
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$10.7M
100,040
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$9.2M
8,136
-86%
增持
MSFT
MICROSOFT CORP COM
+$8.7M
98,947
+33%
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
AVGO
BROADCOM INC COM
+$8.4M
88,932
+22%
增持
UNP
UNION PAC CORP COM
+$8.3M
39,281
+512%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$7.5M
10,998
-92%
建仓
AIT
APPLIED INDL TECHNOLOGIES INC COM
+$7.5M
28,378
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$7.3M
6,970
-82%
建仓
RSPD
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
+$7.1M
128,638
减持
INDA
ISHARES MSCI INDIA ETF
-$7.1M
6,243
-95%
增持
AAPL
APPLE INC COM
+$6.9M
138,600
+22%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$6.9M
3,370
-88%
建仓
DKS
DICKS SPORTING GOODS INC COM
+$6.8M
28,203
减持
—
STERIS PLC SHS USD
-$6.8M
3,744
-88%
建仓
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
+$6.7M
64,721
建仓
IYT
ISHARES US TRANSPORTATION ETF
+$6.6M
91,130
建仓
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
+$6.4M
123,854
增持
GS
GOLDMAN SACHS GROUP INC COM
+$6.2M
25,410
+22%
增持
TGT
TARGET CORP COM
+$5.9M
51,098
+1093%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$5.4M
36,678
-41%
增持
JPM
JPMORGAN CHASE & CO. COM
+$5.4M
59,329
+14%
增持
HD
HOME DEPOT INC COM
+$5.3M
24,762
+105%
减持
MDLZ
MONDELEZ INTL INC CL A
-$5.2M
8,423
-89%
增持
GBIL
ACCESS TREASURY 0-1 YEAR ETF
+$5.2M
65,520
+398%
建仓
BLK
BLACKROCK INC COM
+$5.2M
5,297
增持
SWP
SWP GROWTH & INCOME ETF
+$5.1M
3,228,844
+1%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$4.9M
184,495
+41%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$4.9M
51,072
+35%
减持
HSY
HERSHEY CO COM
-$4.8M
1,929
-93%
增持
CRM
SALESFORCE INC COM
+$4.8M
44,198
+23%
增持
SBUX
STARBUCKS CORP COM
+$4.5M
116,797
+31%
减持
ICSH
ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF
-$4.3M
5,669
-94%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$4.2M
158,945
+63%
增持
PM
PHILIP MORRIS INTL INC COM
+$4.1M
73,646
+29%
增持
AMZN
AMAZON COM INC COM
+$3.8M
69,757
+6%
增持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
+$3.8M
73,378
+121%
减持
GD
GENERAL DYNAMICS CORP COM
-$3.8M
1,184
-91%
增持
V
VISA INC COM CL A
+$3.7M
38,407
+6%
增持
C
CITIGROUP INC COM NEW
+$3.7M
96,470
+42%
增持
PNC
PNC FINL SVCS GROUP INC COM
+$3.6M
65,099
+32%
增持
NVDA
NVIDIA CORPORATION COM
+$3.6M
101,828
+21%
清仓
—
BLACKROCK INC
-$3.5M
0
-100%
增持
LAZ
LAZARD INC COM
+$3.4M
216,094
+32%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$3.3M
13,202
+108%
增持
EMR
EMERSON ELEC CO COM
+$3.3M
75,992
+33%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$3.3M
35,249
+19%
增持
KMI
KINDER MORGAN INC DEL COM
+$3.2M
344,359
+29%
增持
BKR
BAKER HUGHES COMPANY CL A
+$3.2M
231,188
+12%
增持
MTCH
MATCH GROUP INC NEW COM
+$3.1M
164,379
+153%
增持
ORCL
ORACLE CORP COM
+$3.0M
66,481
+32%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$2.8M
5,642
-73%
增持
LULU
LULULEMON ATHLETICA INC COM
+$2.8M
10,246
+126%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$2.6M
165,494
+75%
增持
COR
CENCORA INC COM
+$2.4M
31,749
+34%
增持
DLR
DIGITAL RLTY TR INC COM
+$2.4M
34,471
+71%
增持
ARMK
ARAMARK COM
+$2.4M
254,593
+32%
增持
META
META PLATFORMS INC CL A
+$2.4M
5,426
+97%
减持
DG
DOLLAR GEN CORP NEW COM
-$2.4M
19,508
-56%
增持
SYK
STRYKER CORPORATION COM
+$2.3M
23,345
+25%
清仓
ASPN
ASPEN AEROGELS INC
-$2.1M
0
-100%
建仓
PRMB
PRIMO BRANDS CORPORATION CLASS A COM SHS
+$2.0M
61,044
增持
HON
HONEYWELL INTL INC COM
+$2.0M
39,794
+34%
清仓
TTEK
TETRA TECH INC NEW
-$1.9M
0
-100%
增持
LLY
ELI LILLY & CO COM
+$1.9M
14,301
+20%
增持
TJX
TJX COS INC NEW COM
+$1.8M
75,877
+15%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.8M
21,075
+8%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
16,707
+13%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$1.7M
81,564
+0%
建仓
NFLX
NETFLIX INC COM
+$1.7M
1,617
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$1.7M
65,977
+30%
增持
VMC
VULCAN MATLS CO COM
+$1.6M
22,006
+27%
减持
RTX
RTX CORPORATION COM
-$1.5M
77,311
-16%
增持
VFH
VANGUARD FINANCIALS ETF
+$1.5M
76,183
+2%
清仓
—
PRIMO WATER CORPORATION
-$1.4M
0
-100%
增持
SYY
SYSCO CORP COM
+$1.4M
102,729
+34%
增持
PLD
PROLOGIS INC. COM
+$1.4M
82,149
+22%
增持
MBB
ISHARES MBS ETF
-$1.4M
393,696
+0%
增持
—
MEDTRONIC PLC SHS
+$1.4M
101,202
+15%
建仓
—
ESTABLISHMENT LABS HLDGS INC COM
+$1.4M
40,683
增持
INTU
INTUIT COM
+$1.2M
13,491
+26%
建仓
HXL
HEXCEL CORP NEW COM
+$1.2M
18,190
减持
SHEL
SHELL PLC SPON ADS
-$1.1M
7,634
-68%
减持
XIFR
XPLR INFRASTRUCTURE LP COM UNIT PART IN
-$1.1M
28,111
-40%
建仓
ISPY
PROSHARES S&P 500 HIGH INCOME ETF
+$1.0M
22,493
增持
TSLA
TESLA INC COM
+$1.0M
7,245
+21%
建仓
IYW
ISHARES U.S. TECHNOLOGY ETF
+$1.0M
6,152
增持
UBER
UBER TECHNOLOGIES INC COM
+$981.0K
52,196
+22%
增持
AMD
ADVANCED MICRO DEVICES INC COM
-$972.5K
20,874
+4%
减持
ELV
ELEVANCE HEALTH INC COM
-$906.2K
4,192
-14%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$890.0K
21,685
-1%
增持
COST
COSTCO WHSL CORP NEW COM
+$841.1K
4,181
+1%
减持
OWL
BLUE OWL CAPITAL INC COM CL A
+$837.9K
252,962
-4%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$801.1K
157,356
+0%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$792.1K
82,247
-9%
减持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
-$772.1K
1,045,995
-1%
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$745.5K
130,539
-5%
增持
NEE
NEXTERA ENERGY INC COM
+$711.5K
133,544
+34%
清仓
KLAC
KLA CORP
-$707.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TRUST
+$704.1K
26,081
-2%
增持
ABBV
ABBVIE INC COM
+$690.1K
41,550
+12%
减持
OHI
OMEGA HEALTHCARE INVS INC COM
-$670.9K
7,107
-69%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$653.6K
11,941
增持
WMT
WALMART INC COM
+$652.9K
21,855
+7%
增持
GOOG
ALPHABET INC CAP STK CL C
+$632.5K
28,916
+1%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$630.6K
7,570
减持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
-$609.0K
6,648
-64%
清仓
—
LAM RESEARCH CORP
-$606.0K
0
-100%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$559.4K
5,366
+266%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$554.8K
13,811
+4%
建仓
AMLP
ALERIAN MLP ETF
+$545.8K
10,622
建仓
BXMT
BLACKSTONE MTG TR INC COM CL A
+$544.8K
27,420
增持
SCHW
SCHWAB CHARLES CORP COM
+$515.6K
24,963
+6%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$512.2K
94,026
+11%
减持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
-$506.8K
169,702
-7%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$478.5K
36,555
+36%
增持
FSK
FS KKR CAP CORP COM
+$468.0K
123,420
+1%
增持
CCJ
CAMECO CORP COM
+$448.6K
193,026
+2%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$447.8K
118,509
-8%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
+$438.3K
11,403
-86%
建仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
+$421.7K
4,177
减持
HIMS
HIMS & HERS HEALTH INC COM CL A
-$411.1K
27,042
-75%
建仓
DBND
DOUBLELINE OPPORTUNISTIC CORE BOND ETF
+$408.7K
8,980
清仓
NOBL
PROSHARES TR
-$408.6K
0
-100%
减持
CPAY
CORPAY INC COM SHS
+$405.6K
15,055
-8%
增持
PYPL
PAYPAL HLDGS INC COM
+$404.1K
38,477
+18%
增持
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
+$393.1K
98,503
+59%
建仓
LECO
LINCOLN ELEC HLDGS INC COM
+$384.9K
1,800
清仓
LYFT
LYFT INC
-$384.4K
0
-100%
建仓
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
+$383.6K
9,083
清仓
IRM
IRON MTN INC DEL
-$381.4K
0
-100%
减持
RIO
RIO TINTO PLC SPONSORED ADR
-$379.2K
3,602
-58%
减持
VST
VISTRA CORP COM
+$375.6K
8,177
-1%
减持
GLD
SPDR GOLD SHARES
+$371.9K
17,373
-2%
增持
EFA
ISHARES MSCI EAFE ETF
-$366.6K
348,523
+1%
建仓
IYF
ISHARES U.S. FINANCIALS ETF
+$358.1K
3,024
减持
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$355.7K
21,432
-24%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$355.6K
193,194
+2%
清仓
GSK
GSK PLC
-$350.3K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$340.6K
576
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$334.3K
3,080
+44%
清仓
—
BROOKFIELD RENEWABLE CORP
-$333.1K
0
-100%
清仓
—
UNILEVER PLC
-$321.9K
0
-100%
减持
LOW
LOWES COS INC COM
-$317.5K
2,534
-28%
清仓
EWW
ISHARES INC
-$313.6K
0
-100%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$306.1K
6,978
+8%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$305.1K
2,045
+20%
减持
PSX
PHILLIPS 66 COM
-$290.9K
5,368
-27%
减持
T
AT&T INC COM
-$286.9K
24,215
-41%
减持
COP
CONOCOPHILLIPS COM
-$285.1K
2,433
-51%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$283.9K
3,377
