小隐寺数据中心API 小隐寺主站

SHP Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SHP Wealth Management

报告期 2026-03-31 · CIK 0001807060

持仓数

1,826

前50大市值合计

$1.16B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$331.4M

554,570

28.6%

IDMO INVESCO EXCH TRADED FD TR II

S&P INTL MOMNT

$109.9M

2,003,953

9.5%

DGRO ISHARES TR

CORE DIV GRWTH

$84.0M

1,196,825

7.2%

VCIT VANGUARD SCOTTSDALE FDS

INT-TERM CORP

$82.4M

996,012

7.1%

IUSG ISHARES TR

CORE S&P US GWT

$77.0M

496,636

6.6%

USTB VICTORY PORTFOLIOS II

SHORT TRM BD ETF

$63.1M

1,248,215

5.4%

FELC FIDELITY COVINGTON TRUST

ENHANCED LARGE

$60.5M

1,667,985

5.2%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$53.4M

941,864

4.6%

VO VANGUARD INDEX FDS

MID CAP ETF

$24.0M

83,709

2.1%

FLBL FRANKLIN TEMPLETON ETF TR

SENIOR LOAN ETF

$23.8M

1,036,246

2.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$22.9M

35,253

2.0%

SHYG ISHARES TR

0-5YR HI YL CP

$22.2M

523,777

1.9%

JMEE J P MORGAN EXCHANGE TRADED F

SMALL &MID CAP

$21.5M

322,252

1.9%

NVDA NVIDIA CORPORATION

COM

$17.7M

101,729

1.5%

AAPL APPLE INC

COM

$16.7M

65,999

1.4%

FDVV FIDELITY COVINGTON TRUST

HIGH DIVID ETF

$11.2M

203,082

1.0%

LVHI LEGG MASON ETF INVT

FRANKLIN INTL LW

$10.3M

254,613

0.9%

QQQ INVESCO QQQ TR

UNIT SER 1

$10.3M

17,820

0.9%

MSFT MICROSOFT CORP

COM

$8.7M

23,395

0.7%

FTHI FIRST TR EXCHANGE TRADED FD

BUYWRIT INCM ETF

$8.6M

374,265

0.7%

AMZN AMAZON COM INC

COM

$7.9M

38,148

0.7%

JEPQ J P MORGAN EXCHANGE TRADED F

NASDAQ EQT PREM

$7.8M

139,941

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$6.0M

18,634

0.5%

GOOGL ALPHABET INC

CAP STK CL A

$5.9M

20,407

0.5%

IVV ISHARES TR

CORE S&P500 ETF

$4.9M

7,527

0.4%

META META PLATFORMS INC

CL A

$4.1M

7,090

0.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$3.9M

19,892

0.3%

— EXXON MOBIL CORP

COM

$3.7M

21,855

0.3%

GOOG ALPHABET INC

CAP STK CL C

$3.7M

12,736

0.3%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$3.3M

53,101

0.3%

TSLA TESLA INC

COM

$3.1M

8,434

0.3%

MS MORGAN STANLEY

COM NEW

$3.0M

18,021

0.3%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$2.9M

45,364

0.3%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$2.9M

63,515

0.3%

JPM JPMORGAN CHASE &CO

COM

$2.9M

9,826

0.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$2.8M

5,931

0.2%

SYY SYSCO CORP

COM

$2.5M

35,431

0.2%

GLD SPDR GOLD TR

GOLD SHS

$2.5M

5,857

0.2%

AVGO BROADCOM INC

COM

$2.5M

8,013

0.2%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$2.3M

46,102

0.2%

CIBR FIRST TR EXCHANGE-TRADED FD

NASDAQ CYB ETF

$2.2M

35,305

0.2%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$2.1M

63,281

0.2%

LLY ELI LILLY &CO

COM

$2.1M

2,293

0.2%

ABBV ABBVIE INC

COM

$2.1M

9,666

0.2%

MOAT VANECK ETF TRUST

MRNGSTR WDE MOAT

$2.1M

21,694

0.2%

IGLD FIRST TR EXCHANGE-TRADED FD

FT VEST GOLD

$2.1M

81,726

0.2%

ADP AUTOMATIC DATA PROCESSING IN

COM

$2.0M

9,954

0.2%

ES EVERSOURCE ENERGY

COM

$2.0M

28,454

0.2%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$2.0M

21,082

0.2%

JPIB J P MORGAN EXCHANGE TRADED F

INTL BD OPP ETF

$1.9M

40,345

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

65%前 6 大占比

VOO28.6%IDMO9.5%DGRO7.2%VCIT7.1%IUSG6.6%USTB5.4%