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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
25Q2 调仓
2024-12-31 → 2025-06-30 · 共 150 项
建仓 28
增持 66
减持 55
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
SBUX
STARBUCKS CORP COM
-$12.4M
8,491
-93%
增持
MSFT
MICROSOFT CORP COM
+$12.4M
106,603
+8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$12.1M
154,563
+89%
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。
减持
LAZ
LAZARD INC COM
-$11.2M
9,097
-96%
增持
ORCL
ORACLE CORP COM
+$10.3M
99,944
+50%
增持
BX
BLACKSTONE INC COM
+$9.9M
80,388
+507%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$9.8M
13,188
-63%
减持
ARMK
ARAMARK COM
-$9.5M
8,850
-97%
减持
VFH
VANGUARD FINANCIALS ETF
-$9.2M
2,992
-96%
增持
—
EATON CORP PLC SHS
+$8.4M
24,660
+1965%
建仓
KRE
SPDR S&P REGIONAL BANKING ETF
+$7.6M
128,501
减持
ZTS
ZOETIS INC CL A
-$7.4M
3,108
-94%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$7.4M
102,231
+2247%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$7.2M
25,759
增持
AVGO
BROADCOM INC COM
+$7.0M
101,623
+14%
减持
—
SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
-$7.0M
3,003
-96%
减持
SYY
SYSCO CORP COM
-$7.0M
5,500
-95%
减持
HON
HONEYWELL INTL INC COM
-$6.8M
5,785
-85%
建仓
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$6.7M
179,879
减持
ITB
ISHARES U.S. HOME CONSTRUCTION ETF
-$6.6M
564
-99%
减持
RSPN
INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF
-$6.3M
1,553
-99%
增持
DLR
DIGITAL RLTY TR INC COM
+$6.0M
67,057
+95%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$5.8M
27,156
+1396%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$5.7M
24,536
-85%
减持
INTU
INTUIT COM
-$5.4M
3,184
-76%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$5.4M
5,280
-60%
建仓
FCX
FREEPORT-MCMORAN INC CL B
+$5.3M
121,284
增持
NVDA
NVIDIA CORPORATION COM
+$4.5M
115,810
+14%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$4.4M
22,807
-81%
增持
BLK
BLACKROCK INC COM
+$4.3M
9,007
+70%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$4.1M
17,521
-31%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$3.8M
47,645
-27%
增持
BN
BROOKFIELD CORP CL A LTD VT SH
+$3.1M
60,166
+488%
增持
PM
PHILIP MORRIS INTL INC COM
+$3.0M
76,601
+4%
增持
AIT
APPLIED INDL TECHNOLOGIES INC COM
+$2.8M
43,992
+55%
增持
DKS
DICKS SPORTING GOODS INC COM
+$2.6M
47,637
+69%
增持
META
META PLATFORMS INC CL A
+$2.6M
8,828
+63%
减持
EFA
ISHARES MSCI EAFE ETF
+$2.5M
346,895
-0%
增持
UBER
UBER TECHNOLOGIES INC COM
+$2.3M
69,667
+33%
减持
V
VISA INC COM CL A
-$2.3M
32,001
-17%
减持
PAYC
PAYCOM SOFTWARE INC COM
-$2.2M
3,724
-74%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.2M
20,001
+20%
建仓
DKNG
DRAFTKINGS INC NEW COM CL A
+$2.2M
50,217
增持
COR
CENCORA INC COM
+$2.0M
32,627
+3%
减持
BKR
BAKER HUGHES COMPANY CL A
-$1.9M
228,989
-1%
减持
CCJ
CAMECO CORP COM
+$1.9M
152,809
-21%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.9M
22,725
-13%
增持
RTX
RTX CORPORATION COM
+$1.7M
78,461
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$1.7M
39,054
-24%
增持
TGT
TARGET CORP COM
+$1.7M
83,845
+64%
增持
JPM
JPMORGAN CHASE & CO. COM
+$1.6M
62,161
+5%
建仓
AIG
AMERICAN INTL GROUP INC COM NEW
+$1.6M
18,276
增持
SWP
SWP GROWTH & INCOME ETF
+$1.5M
3,342,301
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.5M
35,297
+196%
减持
GOOG
ALPHABET INC CAP STK CL C
-$1.5M
22,395
-23%
减持
HIMS
HIMS & HERS HEALTH INC COM CL A
-$1.4M
3,247
-88%
建仓
PRK
PARK NATL CORP COM
+$1.4M
8,384
增持
—
EXXON MOBIL CORP COM
+$1.4M
29,881
+75%
增持
KMI
KINDER MORGAN INC DEL COM
+$1.4M
357,608
+4%
建仓
AAON
AAON INC COM PAR $0.004
+$1.3M
17,603
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$1.3M
9,147
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$1.3M
958,671
+1%
减持
UNP
UNION PAC CORP COM
-$1.3M
37,349
-5%
增持
LLY
ELI LILLY & CO COM
+$1.3M
17,618
+23%
增持
NFLX
NETFLIX INC COM
+$1.3M
2,203
+36%
建仓
KMX
CARMAX INC COM
+$1.3M
18,704
建仓
FIX
COMFORT SYS USA INC COM
+$1.2M
2,321
减持
GBIL
ACCESS TREASURY 0-1 YEAR ETF
-$1.2M
53,185
-19%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.2M
118,794
+26%
减持
HXL
HEXCEL CORP NEW COM
-$1.1M
485
-97%
减持
BRO
BROWN & BROWN INC COM
-$1.1M
2,005
-83%
减持
DG
DOLLAR GEN CORP NEW COM
-$1.1M
2,774
-86%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.1M
26,304
+25%
建仓
IESC
IES HLDGS INC COM
+$1.1M
3,715
增持
LULU
LULULEMON ATHLETICA INC COM
-$1.1M
12,236
+19%
建仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$1.1M
3,788
增持
OWL
BLUE OWL CAPITAL INC COM CL A
-$1.1M
253,570
+0%
增持
MBB
ISHARES MBS ETF
+$1.1M
397,392
+1%
增持
VMC
VULCAN MATLS CO COM
+$1.1M
26,781
+22%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$1.0M
196,200
+2%
减持
CCC
CCC INTELLIGENT SOLUTIONS HLD COM
-$1.0M
7,143
-93%
增持
NOW
SERVICENOW INC COM
+$1.0M
1,210
+396%
增持
HD
HOME DEPOT INC COM
-$932.0K
25,312
+2%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$930.0K
33,859
+67%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$917.7K
197,357
+69%
建仓
TDG
TRANSDIGM GROUP INC COM
+$874.4K
575
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$855.9K
2,202
+282%
增持
LNG
CHENIERE ENERGY INC COM NEW
+$825.5K
9,407
+35%
增持
ABBV
ABBVIE INC COM
+$810.7K
47,670
+15%
减持
CPAY
CORPAY INC COM SHS
-$794.8K
14,320
-5%
增持
C
CITIGROUP INC COM NEW
+$771.7K
102,109
+6%
增持
EMR
EMERSON ELEC CO COM
+$768.7K
77,179
+2%
建仓
SYF
SYNCHRONY FINANCIAL COM
+$740.7K
11,099
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$730.2K
17,561
+81%
增持
AAPL
APPLE INC COM
+$700.1K
166,569
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$682.3K
1,717
-34%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$677.4K
117
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$651.8K
617
减持
FSK
FS KKR CAP CORP COM
-$635.1K
108,336
-12%
减持
BILS
SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$629.7K
75,765
-8%
减持
FANG
DIAMONDBACK ENERGY INC COM
-$612.7K
1,953
-65%
减持
FSS
FEDERAL SIGNAL CORP COM
-$609.0K
19
-100%
建仓
CQP
CHENIERE ENERGY PARTNERS LP COM UNIT
+$602.6K
10,751
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$575.1K
244,129
-3%
增持
NEE
NEXTERA ENERGY INC COM
+$573.7K
140,235
+5%
减持
PH
PARKER-HANNIFIN CORP COM
-$559.5K
389
-68%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$549.2K
12,577
-40%
减持
TSLA
TESLA INC COM
-$545.4K
6,401
-12%
增持
SYK
STRYKER CORPORATION COM
+$541.2K
24,284
+4%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$532.6K
5,020
+36%
建仓
TPG
TPG INC COM CL A
+$524.5K
10,000
建仓
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
+$518.7K
20,335
减持
AMGN
AMGEN INC COM
-$512.8K
11,449
-8%
增持
—
ESTABLISHMENT LABS HLDGS INC COM
+$507.4K
43,876
+8%
建仓
—
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT
+$491.9K
14,684
增持
DSU
BLACKROCK DEBT STRATEGIES FD I COM NEW
+$489.4K
210,861
+31%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$472.6K
67,722
+3%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$449.6K
36,354
-1%
减持
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-$441.4K
366
-93%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$439.1K
158,434
+1%
建仓
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$433.4K
10,352
减持
IR
INGERSOLL RAND INC COM
-$430.2K
77
-98%
减持
PHM
PULTE GROUP INC COM
-$422.1K
138
-97%
增持
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$416.7K
1,050,095
+0%
增持
BEPC
BROOKFIELD RENEWABLE CORP CL A EX SUB VTG
+$414.5K
21,200
+108%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$406.7K
188,566
+2%
增持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$406.3K
101,165
+1%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$401.4K
12,337
+46%
增持
MTCH
MATCH GROUP INC NEW COM
+$388.1K
193,545
+18%
减持
XLRE
REAL ESTATE SELECT SECTOR SPDR FUND
-$380.1K
83
-99%
建仓
MU
MICRON TECHNOLOGY INC COM
+$379.5K
3,079
减持
COST
COSTCO WHSL CORP NEW COM
-$379.1K
4,165
-0%
减持
XLK
TECHNOLOGY SELECT SECTOR SPDR FUND
-$379.1K
5,086
-27%
增持
COIN
COINBASE GLOBAL INC COM CL A
+$366.5K
2,785
+36%
增持
WM
WASTE MGMT INC DEL COM
+$353.0K
8,931
+20%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$351.6K
18,396
+30%
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$349.8K
3,233
-40%
建仓
MSTR
MICROSTRATEGY INC CL A NEW
+$349.3K
864
增持
AMZN
AMAZON COM INC COM
+$345.3K
74,822
+7%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
+$339.8K
8,168
增持
VST
VISTRA CORP COM
+$322.1K
8,651
+6%
建仓
FLG
FLAGSTAR FINANCIAL INC COM NEW
+$319.8K
30,167
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$318.3K
4,112
清仓
KBH
KB HOME COM
-$313.0K
0
-100%
减持
IHI
ISHARES U.S. MEDICAL DEVICES ETF
-$306.5K
6,423
-42%
减持
GLD
SPDR GOLD SHARES
+$301.3K
16,394
-6%
建仓
QXO
QXO INC COM NEW
+$297.3K
13,800
减持
—
STERIS PLC SHS USD
-$295.9K
2,185
-42%
增持
VUG
VANGUARD GROWTH ETF
+$294.3K
2,257
+39%
减持
SAP
SAP SE SPON ADR
-$283.6K
231
-81%
