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Strategic Wealth Partners, Ltd. · 13F 持仓分析
期权收益计算器 机构排行

Strategic Wealth Partners, Ltd.

No.2042 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.16亿
环比变动 Q1 2026
+$1.73亿+12.0%
持仓股票数
1435
新买入
102
加仓
306
减仓
407
清仓
118
持股不变
620
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSWP GROWTH & INCOME ETFSWP
8.77%8.88%$1.42亿508.4万股$1.28亿481.8万股+26.6万股+5.53%加仓
iShares安硕·MBSACGL
3.03%3.2%$4,893.8万51.8万股$4,613.8万48.6万股+3.2万股+6.55%加仓
微软MSFT
2.82%2.92%$4,556.0万12.2万股$4,205.0万11.4万股+8,541股+7.52%加仓
苹果AAPL
2.77%2.62%$4,470.2万15.4万股$3,778.5万14.9万股+5,603股+3.76%加仓
谷歌AGOOGL
2.72%2.61%$4,399.5万12.3万股$3,766.8万13.1万股-7,883股-6.02%减仓
IiShares安硕·MSCI EAFE ETFEFA
2.57%2.66%$4,147.0万39.9万股$3,830.4万39.4万股+4,851股+1.23%加仓
SSpdr Series Trust State Street Portfolio Short Term Corporate Bond EtfSPSB
2.53%2.65%$4,080.4万136.0万股$3,816.1万126.9万股+9.1万股+7.14%加仓
博通AVGO
2.15%1.88%$3,468.1万9.2万股$2,709.0万8.8万股+4,283股+4.89%加仓
IiShares安硕信托IEI
1.89%1.99%$3,050.6万26.0万股$2,868.9万24.2万股+1.8万股+7.37%加仓
IINVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETFPID
1.58%1.72%$2,559.6万115.3万股$2,480.9万111.5万股+3.8万股+3.39%加仓
Meta平台META
1.58%1.25%$2,557.5万4.5万股$1,796.9万3.1万股+1.4万股+44.56%加仓
IIBMIBM
1.45%1.24%$2,345.8万8.3万股$1,787.9万7.4万股+9,682股+13.13%加仓
IiShares安硕信托LQD
1.39%1.47%$2,249.5万20.6万股$2,114.2万19.4万股+1.2万股+6.32%加仓
英伟达NVDA
1.32%1.29%$2,130.3万10.6万股$1,858.1万10.7万股-73股-0.07%减仓
摩根大通JPM
1.29%1.23%$2,084.0万6.4万股$1,768.4万6.0万股+3,549股+5.90%加仓
PPROLOGIS COMPLD
1.25%1.27%$2,020.1万14.9万股$1,837.9万13.9万股+1.0万股+7.24%加仓
甲骨文ORCL
1.23%1.17%$1,991.9万13.6万股$1,682.7万11.4万股+2.2万股+18.83%加仓
IiShares安硕信托SHV
1.2%1.25%$1,931.7万17.5万股$1,797.0万16.3万股+1.2万股+7.54%加仓
礼来LLY
1.14%0.81%$1,845.9万1.5万股$1,170.3万1.3万股+2,665股+20.94%加仓
PHILIP MORRIS INTLPM
1.12%1.07%$1,809.1万10.0万股$1,538.3万9.3万股+6,960股+7.48%加仓
UNITED RENTALSURI
1.11%0.71%$1,786.5万1.6万股$1,029.8万1.4万股+1,635股+11.57%加仓
阿斯利康AZN
1.04%1.13%$1,685.5万8.9万股$1,630.2万8.3万股+6,230股+7.54%加仓
IiShares安硕信托IVV
1.03%0.98%$1,666.6万2.2万股$1,413.6万2.2万股+612股+2.83%加仓
雷神技术RTX
1.03%1.13%$1,660.5万8.8万股$1,632.6万8.5万股+2,956股+3.49%加仓
PPNC FINL SVCS COMVXF
1.01%0.84%$1,631.8万6.6万股$1,209.2万5.8万股+8,168股+14.06%加仓
亚马逊AMZN
1%0.9%$1,613.1万6.8万股$1,302.8万6.3万股+5,126股+8.19%加仓
艾伯维ABBV
0.99%0.91%$1,600.2万6.4万股$1,314.3万6.0万股+3,161股+5.23%加仓
SSPDR标普500 ETFSPY
0.98%0.94%$1,582.0万2.1万股$1,359.7万2.1万股+277股+1.32%加仓
VanEck ETF信托SMH
0.98%0.65%$1,581.2万2.4万股$941.4万2.5万股-446股-1.82%减仓
黑石集团BX
0.97%1.02%$1,565.4万13.3万股$1,470.9万12.8万股+5,117股+4.00%加仓
美国运通AXP
0.97%0.9%$1,561.3万4.6万股$1,303.9万4.3万股+3,049股+7.07%加仓
台积电TSM
0.95%0.7%$1,540.8万3.2万股$1,016.7万3.0万股+2,179股+7.24%加仓
C花旗集团C
0.95%0.86%$1,536.8万11.0万股$1,238.3万10.9万股+613股+0.56%加仓
IiShares安硕·RUSSELLIWM
0.93%0.86%$1,498.3万5.0万股$1,244.3万5.0万股-307股-0.61%减仓
TJXTJX
0.92%0.97%$1,493.2万9.9万股$1,393.4万8.7万股+1.1万股+12.97%加仓
I景顺QQQ信托VOO
0.92%0.8%$1,482.5万2.0万股$1,156.9万2.0万股+88股+0.44%加仓
艾默生电气EMR
0.91%0.87%$1,475.5万10.3万股$1,248.3万9.5万股+7,831股+8.22%加仓
高盛GS
0.91%0.83%$1,468.6万1.5万股$1,194.7万1.4万股+411股+2.91%加仓
自由港麦克莫兰FCX
0.9%0.9%$1,452.2万23.1万股$1,300.1万22.1万股+9,726股+4.40%加仓
达美航空DAL
0.89%0.42%$1,445.5万15.4万股$603.9万9.1万股+6.3万股+69.90%加仓
沃尔玛WMT
0.88%0.24%$1,428.7万12.6万股$341.7万2.7万股+9.9万股+358.78%加仓
S道富·EET SPDR S&P BIOTECH ETFXBI
0.87%0.79%$1,410.8万8.9万股$1,144.0万9.0万股-410股-0.46%减仓
N新纪元能源NEE
0.86%0.94%$1,388.6万15.8万股$1,352.1万14.6万股+1.3万股+8.68%加仓
DIGITAL RLTY TR COMDLR
0.84%0.66%$1,357.0万7.6万股$952.1万5.3万股+2.3万股+43.03%加仓
RED ROCK RESORTSRRR
0.77%0.05%$1,243.6万19.1万股$79.0万1.5万股+17.6万股+1,191.19%加仓
CencoraCOR
0.76%0.86%$1,231.0万4.4万股$1,237.4万3.9万股+4,114股+10.44%加仓
联合太平洋铁路UNP
0.73%0.67%$1,172.7万4.3万股$961.7万4.0万股+3,476股+8.77%加仓
BOOKING COMBKNG
0.72%0.37%$1,166.4万6.5万股$536.0万1,273股+6.4万股+5,040.46%加仓
卡梅科CCJ
0.72%0.56%$1,156.6万11.4万股$802.8万7.4万股+4.0万股+53.44%加仓
PROGRESSIVEPGR
0.71%0.02%$1,153.1万5.3万股$35.2万1,773股+5.1万股+2,877.21%加仓

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