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SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co · 13F 持仓分析
期权收益计算器 机构排行

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co

No.8552 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1,792.59亿
环比变动 Q1 2026
+$1,791.25亿+134,164.9%
持仓股票数
57
新买入
20
加仓
12
减仓
6
清仓
15
持股不变
19
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
SSPDR标普500 ETFSPY
32.22%15.98%$577.62亿20.1万股$2,133.8万3.0万股+17.1万股+580.01%加仓
IISHARES USD GREEN BOND ETFBGRN
24.29%$435.37亿53.2万股$00股+53.2万股新买入
IINVESCO ACTIVELY MANAGED EXCQBIG
8.91%$159.66亿2.2万股$00股+2.2万股新买入
RROUNDHILL ETF TRUSTMAGY
7.02%$125.79亿18.8万股$00股+18.8万股新买入
IiShares安硕·RUSSELLIWM
4.97%4.46%$89.04亿3.0万股$595.2万2.1万股+8,480股+40.14%加仓
英伟达NVDA
2.77%3.41%$49.71亿2.3万股$455.5万2.3万股-454股-1.97%减仓
帕兰提尔PLTR
1.79%2.19%$32.09亿1.9万股$292.4万2.1万股-2,585股-12.16%减仓
CrowdStrikeCRWD
1.53%1.17%$27.47亿1.3万股$156.4万3,263股+9,789股+300.00%加仓
S嘉信策略信托SCUS
1.43%$25.61亿256.1万股$00股+256.1万股新买入
特斯拉TSLA
1.32%2.11%$23.68亿7,027股$282.4万7,155股-128股-1.79%减仓
谷歌AGOOGL
0.89%1.38%$15.95亿4,647股$184.6万4,747股-100股-2.11%减仓
亚马逊AMZN
0.87%1.27%$15.68亿6,016股$170.0万6,154股-138股-2.24%减仓
CENTRAL SECSCET
0.86%$15.36亿6,956股$00股+6,956股新买入
摩根大通JPM
0.73%0.84%$13.13亿3,643股$112.5万3,631股+12股+0.33%加仓
伯克希尔哈撒韦BRK.A
0.71%$12.67亿2,516股$00股+2,516股新买入
卡特彼勒CAT
0.69%1.05%$12.45亿1,485股$140.8万1,563股-78股-4.99%减仓
IiShares安硕信托IUSV
0.65%$11.70亿4,187股$00股+4,187股新买入
Meta平台META
0.55%0.81%$9.95亿1,800股$108.7万1,799股+1股+0.06%加仓
微软MSFT
0.55%0.63%$9.86亿2,044股$83.9万2,043股+1股+0.05%加仓
VisaV
0.49%0.58%$8.73亿2,393股$76.8万2,393股00.00%持仓不变
B纽约梅隆银行BK
0.45%0.49%$8.02亿4,915股$64.9万4,915股00.00%持仓不变
V先锋领航国际股票指数基金VSS
0.34%$6.16亿8,703股$00股+8,703股新买入
宝洁PG
0.34%0.45%$6.12亿4,247股$60.7万4,232股+15股+0.35%加仓
BBANK OF AMERBAC
0.29%$5.15亿8,058股$00股+8,058股新买入
IiShares安硕信托AGG
0.28%0.31%$4.95亿5,083股$40.9万4,144股+939股+22.66%加仓
南方电力SO
0.25%0.35%$4.52亿4,884股$46.9万4,884股00.00%持仓不变
杜克能源DUK
0.24%0.33%$4.31亿3,458股$44.2万3,448股+10股+0.29%加仓
沃尔玛WMT
0.23%$4.06亿3,503股$00股+3,503股新买入
WASTE MGMT DELWM
0.21%0.29%$3.85亿1,700股$38.1万1,700股00.00%持仓不变
ANALOG DEVICES COMADI
0.21%0.3%$3.76亿1,011股$40.5万1,011股00.00%持仓不变
壳牌SHEL
0.19%0.25%$3.48亿3,770股$33.8万3,770股00.00%持仓不变
J骏利亨德森
0.19%$3.42亿3,526股$00股+3,526股新买入
EENERGY TRANSFER L PET
0.18%0.24%$3.30亿1.6万股$31.6万1.6万股00.00%持仓不变
优步UBER
0.18%0.23%$3.24亿4,216股$31.4万4,216股00.00%持仓不变
F富兰克林邓普顿ETF信托FLHY
0.18%$3.19亿3.6万股$00股+3.6万股新买入
V先锋领航债券指数基金BLV
0.17%0.2%$3.13亿4,065股$26.1万3,356股+709股+21.13%加仓
MCKESSON COMMCK
0.17%0.21%$3.11亿352股$28.4万352股00.00%持仓不变
ALLIANT ENERGY COMLNT
0.17%0.24%$3.11亿4,400股$32.1万4,400股00.00%持仓不变
迪尔DE
0.17%0.22%$3.08亿516股$29.0万500股+16股+3.20%加仓
V先锋领航·TOTALBND
0.17%$3.03亿798股$00股+798股新买入
BUNGE GLOBALBG
0.17%$2.97亿2,600股$00股+2,600股新买入
礼来LLY
0.16%0.17%$2.86亿236股$23.2万236股00.00%持仓不变
V先锋领航·MIDVO
0.16%$2.82亿3,350股$00股+3,350股新买入
PINNACLE WEST CAPPNW
0.16%0.21%$2.82亿2,800股$28.4万2,800股00.00%持仓不变
HESS MIDSTREAM LP CL A SHSHESM
0.15%0.2%$2.71亿6,800股$26.6万6,800股00.00%持仓不变
洛克希德马丁LMT
0.15%0.17%$2.66亿438股$22.4万438股00.00%持仓不变
CINCINNATI FINL COMCINF
0.14%0.18%$2.59亿1,500股$24.1万1,500股00.00%持仓不变
DDFA INVT DIMENSIONS GROUP INDFMC
0.14%$2.58亿5,077股$00股+5,077股新买入
麦当劳MCD
0.14%0.2%$2.57亿952股$27.1万952股00.00%持仓不变
REPUBLIC SVCSRSG
0.14%0.18%$2.52亿1,158股$23.6万1,158股00.00%持仓不变

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