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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 66
减持 62
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$13.3M
43,968
-77%
建仓
JEF
JEFFERIES FINL GROUP INC COM
+$12.8M
196,390
减持
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$10.5M
4,824
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。
-95%
减持
KMI
KINDER MORGAN INC DEL COM
-$9.6M
32,820
-91%
建仓
FLS
FLOWSERVE CORP COM
+$9.2M
172,734
增持
SWP
SWP GROWTH & INCOME ETF
+$8.9M
3,469,615
+4%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$7.7M
143,653
-7%
减持
V
VISA INC COM CL A
-$7.4M
11,666
-64%
增持
XBI
STATE STREET SPDR S&P BIOTECH ETF
+$7.3M
73,021
+72921%
减持
ROP
ROPER TECHNOLOGIES INC COM
-$7.3M
1,583
-89%
减持
TGT
TARGET CORP COM
-$7.1M
12,576
-85%
建仓
BUG
GLOBAL X CYBERSECURITY ETF
+$7.0M
199,059
减持
BILS
STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF
-$6.6M
9,061
-88%
增持
AXP
AMERICAN EXPRESS CO COM
+$6.6M
29,239
+202%
建仓
TOL
TOLL BROTHERS INC COM
+$6.4M
46,093
减持
IYT
ISHARES US TRANSPORTATION ETF
-$6.1M
5,114
-95%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$5.9M
61,755
+58%
增持
TM
TOYOTA MOTOR CORP ADS
+$5.7M
30,095
+15023%
减持
AAPL
APPLE INC COM
+$4.9M
153,531
-8%
减持
CRM
SALESFORCE INC COM
-$4.7M
42,134
-22%
增持
ENB
ENBRIDGE INC COM
+$4.6M
95,254
+2253%
建仓
CNQ
CANADIAN NAT RES LTD COM
+$4.5M
140,639
增持
PNC
PNC FINL SVCS GROUP INC COM
+$4.4M
66,316
+39%
建仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$3.5M
149,021
增持
ABBV
ABBVIE INC COM
+$3.4M
52,838
+11%
增持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
+$3.3M
47,605
+693%
减持
MSFT
MICROSOFT CORP COM
-$3.3M
96,095
-10%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$3.0M
11,754
-33%
减持
AMZN
AMAZON COM INC COM
-$2.9M
61,770
-17%
增持
FCX
FREEPORT-MCMORAN INC CL B
+$2.8M
204,932
+69%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$2.8M
43,872
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$2.7M
4,601
-56%
减持
LLY
ELI LILLY & CO COM
-$2.7M
14,440
-18%
增持
KRE
STATE STREET SPDR S&P REGIONAL BANKING ETF
+$2.7M
162,841
+27%
减持
ORCL
ORACLE CORP COM
-$2.6M
68,514
-31%
增持
—
MEDTRONIC PLC SHS
+$2.4M
126,071
+15%
增持
MBB
ISHARES MBS ETF
+$2.4M
417,724
+5%
减持
COST
COSTCO WHSL CORP NEW COM
-$2.3M
1,978
-53%
增持
BX
BLACKSTONE INC COM
+$2.3M
83,552
+4%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$2.2M
7,173
-46%
减持
LULU
LULULEMON ATHLETICA INC COM
-$2.1M
4,613
-62%
增持
—
ASTRAZENECA PLC SPONSORED ADR
+$2.0M
181,216
+7%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$2.0M
63,796
+17621%
增持
C
CITIGROUP INC COM NEW
+$2.0M
104,935
+3%
增持
BLK
BLACKROCK INC COM
+$1.9M
9,773
+9%
增持
RTX
RTX CORPORATION COM
+$1.9M
80,050
+2%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$1.9M
32,058
增持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
+$1.9M
41,472
+4006%
减持
AVGO
BROADCOM INC COM
+$1.9M
90,637
-11%
增持
AIT
APPLIED INDL TECHNOLOGIES INC COM
+$1.8M
46,129
+5%
增持
DKS
DICKS SPORTING GOODS INC COM
+$1.7M
50,192
+5%
增持
BOND
PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
+$1.7M
18,314
+70338%
减持
TMUS
T-MOBILE US INC COM
-$1.7M
1,061
-87%
增持
AAON
AAON INC COM PAR $0.004
+$1.7M
31,860
+81%
减持
INTU
INTUIT COM
-$1.7M
1,230
-61%
减持
CCJ
CAMECO CORP COM
-$1.7M
115,484
-24%
增持
SCHB
SCHWAB U.S. BROAD MARKET ETF
+$1.6M
62,856
+130850%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$1.6M
16,318
+4310%
建仓
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
+$1.5M
19,581
减持
JPM
JPMORGAN CHASE & CO. COM
-$1.5M
52,246
-16%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$1.4M
26,373
+2%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$1.4M
12,153
-54%
减持
EFA
ISHARES MSCI EAFE ETF
+$1.4M
346,707
-0%
增持
PLD
PROLOGIS INC. COM
+$1.3M
97,980
+4%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$1.3M
12,072
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$1.3M
7,146
+895%
减持
KMX
CARMAX INC COM
-$1.2M
222
-99%
增持
MTCH
MATCH GROUP INC NEW COM
+$1.2M
204,077
+5%
减持
WMT
WALMART INC COM
-$1.2M
12,104
-52%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$1.2M
21,686
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$1.2M
26,305
-3%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$1.2M
14,086
+357%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.1M
20,266
+1%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.1M
39,570
+12583%
减持
TJX
TJX COS INC NEW COM
+$1.1M
75,928
-5%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
-$1.1M
6,021
-67%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$1.1M
271
-88%
增持
—
ESTABLISHMENT LABS HLDGS INC COM
+$1.1M
71,807
+64%
减持
SYK
STRYKER CORPORATION COM
-$1.1M
23,145
-5%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.0M
8,117
-38%
减持
WM
WASTE MGMT INC DEL COM
-$1.0M
4,662
-48%
减持
SO
SOUTHERN CO COM
-$984.0K
1,536
-88%
减持
SNPS
SYNOPSYS INC COM
-$964.0K
60
-97%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$955.5K
17
-99%
增持
OEF
ISHARES S&P 100 ETF
+$952.9K
3,149
+906%
减持
MLM
MARTIN MARIETTA MATLS INC COM
-$949.5K
300
-86%
增持
ABNB
AIRBNB INC COM CL A
+$898.6K
9,005
+512%
减持
UBER
UBER TECHNOLOGIES INC COM
-$892.1K
57,240
-18%
增持
EFV
ISHARES MSCI EAFE VALUE ETF
+$885.1K
14,976
+627%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$883.2K
1,631
-77%
减持
CVX
CHEVRON CORP NEW COM
-$877.9K
3,340
-66%
增持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$868.4K
202,777
+3%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$862.9K
2,408
-43%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$861.2K
71,535
+6%
建仓
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$851.7K
22,449
减持
PGR
PROGRESSIVE CORP COM
-$835.0K
1,808
-62%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$830.1K
174,276
+1%
减持
TDG
TRANSDIGM GROUP INC COM
-$823.0K
39
-93%
增持
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
+$813.8K
163,091
+3%
增持
RSPD
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF
+$800.8K
138,119
+3%
建仓
DUOL
DUOLINGO INC CL A COM
+$793.7K
2,466
增持
IVE
ISHARES S&P 500 VALUE ETF
+$792.3K
4,157
+1126%
减持
BKR
BAKER HUGHES COMPANY CL A
+$774.9K
196,189
-14%
减持
UNP
UNION PAC CORP COM
-$757.5K
33,150
-11%
增持
NOW
SERVICENOW INC COM
+$752.5K
2,169
+79%
减持
MOH
MOLINA HEALTHCARE INC COM
-$741.4K
80
-97%
增持
PID
INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
+$741.3K
958,941
+0%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$737.9K
65,598
+31%
建仓
GSEW
GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF
+$737.1K
8,668
减持
LNG
CHENIERE ENERGY INC COM NEW
-$733.1K
6,629
-30%
减持
AJG
GALLAGHER ARTHUR J & CO COM
-$719.9K
368
-86%
减持
GLD
SPDR GOLD SHARES
+$715.4K
16,071
-2%
增持
SPSB
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$710.1K
1,070,072
+2%
增持
COR
CENCORA INC COM
+$708.2K
33,573
+3%
增持
DSU
BLACKROCK DEBT STRATEGIES FD I COM NEW
+$695.5K
275,161
+30%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$691.9K
6,038
-74%
减持
TSLA
TESLA INC COM
+$674.6K
6,089
-5%
增持
—
EATON CORP PLC SHS
+$671.9K
25,318
+3%
清仓
MTB
M & T BK CORP COM
-$659.6K
0
-100%
增持
EWJ
ISHARES MSCI JAPAN ETF
+$653.4K
103,699
+1%
建仓
TAXF
AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF
+$627.5K
12,493
增持
IAU
ISHARES GOLD TRUST
+$622.0K
26,849
+26%
增持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$608.2K
2,912
+405%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$603.6K
128,845
+8%
增持
VOO
VANGUARD S&P 500 ETF
+$600.1K
2,469
+54%
增持
CPAY
CORPAY INC COM SHS
-$595.8K
14,427
+1%
增持
SCHM
SCHWAB U.S. MID-CAP ETF
+$587.3K
19,946
+14354%
建仓
WTMF
WISDOMTREE MANAGED FUTURES STRATEGY FUND
+$585.2K
15,448
建仓
CART
MAPLEBEAR INC COM
+$585.1K
15,917
建仓
SMMU
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF
+$581.6K
11,501
建仓
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$576.3K
21,104
减持
BKNG
BOOKING HOLDINGS INC COM
-$569.4K
20
-83%
增持
SPTL
STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF
+$556.4K
21,342
+2923%
减持
MCK
MCKESSON CORP COM
-$547.1K
154
-83%
减持
TSCO
TRACTOR SUPPLY CO COM
-$536.1K
536
-95%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$530.5K
14,310
+14%
建仓
CORP
PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF
+$524.9K
5,323
减持
SPY
SPDR S&P 500 ETF TRUST
-$523.2K
20,291
-11%
增持
OWL
BLUE OWL CAPITAL INC COM CL A
-$518.2K
257,110
+1%
建仓
XTEN
BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
+$514.7K
11,038
增持
JAAA
JANUS HENDERSON AAA CLO ETF
+$505.3K
10,310
+2764%
减持
VMC
VULCAN MATLS CO COM
+$501.6K
24,337
-9%
清仓
IYC
ISHARES U.S. CONSUMER DISCRETIONARY ETF
-$486.0K
0
-100%
建仓
VTEB
VANGUARD TAX-EXEMPT BOND ETF
+$473.8K
9,464
增持
HYS
PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND
+$456.5K
5,512
+639%
增持
BN
BROOKFIELD CORP CL A LTD VT SH
+$456.4K
60,916
+1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$447.5K
18,149
-19%
增持
ACWX
ISHARES MSCI ACWI EX U.S. ETF
+$442.1K
38,539
+14%
减持
T
AT&T INC COM
-$435.5K
6,491
-70%
减持
FLRN
STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$435.4K
623
-96%
