SW

Strategic Wealth Partners, Ltd.

分散型投资策略趋势追踪型长期持有型

申报总市值

US$14.4亿

申报季度: 2026-03-31 · 持股只数: 1479

Strategic Wealth Partners, Ltd.在最新一期 13F 报告中披露了 1479 项持股，申报期为 2026-03-31，总持股市值约为 US$14.4亿，季度换手率为 19.2%。

机构性格雪花图

集中度
7.33
持仓稳定性
19.18
动能／逆势
100
行业集中度
42.77
多样化
100
仓位均衡度
48.91

近期动向

  • 减仓 JEF

    -93.0%　-US$1653.3万

  • 减仓 AIT

    -96.9%　-US$1203.2万

  • 加仓 STM

    +73.1%　US$933.6万

  • 加仓 RSPN

    +10783.7%　US$905.4万

  • 减仓 BUG

    -98.0%　-US$829.8万

  • 加仓 KRE

    +2736.4%　US$789.0万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1478 大持股（共 1479 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SWPSwp Growth & Income ETFETF-其他8.88%-0.12%+1.93%
2MBBIshares Mbs ETFETF-其他3.20%+0.15%+4.10%
3MSFTMicrosoft CORP股票-科技2.92%—+26.68%
4EFAIshares Msci Eafe ETFETF-其他2.66%+0.17%+4.17%
5SPSBSs Spdr P St C CORP ETFETF-其他2.65%+0.13%+4.33%
6AAPLApple INC股票-科技2.62%-0.13%+0.91%
7GOOGLAlphabet Inc-cl A股票-通信服务2.61%-0.14%+2.11%
8IEIIshares 3-7 Year Treasury BoETF-政府公债1.99%—+4.87%
9AVGOBroadcom INC股票-科技1.88%-0.14%+2.86%
10PIDInvesco International DivideETF-其他1.72%+0.12%+4.93%
11LQDIshr Ibx Usd Invgd Cb Etf-uiETF-投资级公司债1.47%—+4.31%
12NVDANvidia CORP股票-科技1.29%—+6.09%
13PLDPrologis INC股票-房地产1.27%—+2.66%
14SHVIshares 0-1 Year Treasury BoETF-政府公债1.25%—+5.62%
15METAMeta Platforms Inc-class A股票-通信服务1.25%-0.12%+3.98%
16IBMIntl Business Machines CORP股票-科技1.24%-0.21%+3.20%
17JPMJpmorgan Chase & Co股票-金融1.23%-0.14%-3.04%
18ORCLOracle CORP股票-科技1.17%-0.33%+1.75%
19STMStmicroelectronics Nv-ny Shs股票-科技1.14%+0.65%+73.13%
20RTXRtx CORP股票-工业1.13%—+0.77%
21AZNAstraZeneca PLC股票-医疗保健1.13%—-49.80%
22PMPhilip Morris International股票-非周期性消费1.07%—+6.00%
23BXBlackstone INC股票-金融1.02%+0.12%+50.13%
24IVVIshares Core S&p 500 ETFETF-大型股与成长0.98%—+5.71%
25TJXTjx Companies INC股票-周期性消费0.97%—+2.81%
26SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.94%—-0.15%
27NEENextera Energy INC股票-公用事业0.94%+0.19%+7.02%
28ABBVAbbvie INC股票-医疗保健0.91%—+3.83%
29AXPAmerican Express Co股票-金融0.90%+0.15%+46.37%
30AMZNAmazon.com INC股票-周期性消费0.90%—+1.09%
31FCXFreeport-mcmoran INC股票-原材料0.90%+0.21%+10.82%
32TOLToll Brothers INC股票-周期性消费0.89%—+7.09%
33EMREmerson Electric Co股票-工业0.87%—+6.71%
34IWMIshares Russell 2000 ETFETF-中小型股0.86%—+3.85%
35CCitigroup INC股票-金融0.86%—+5.53%
36CORCencora INC股票-医疗保健0.86%—+3.74%
37PNCPnc Financial Services Group股票-金融0.84%—-6.06%
38GSGoldman Sachs Group INC股票-金融0.83%—+13.29%
39LLYEli Lilly & Co股票-医疗保健0.81%-0.10%+2.83%
40MDTMedtronic plc股票-医疗保健0.81%-0.10%-2.91%
41QQQInvesco Qqq Trust Series 1ETF-科技型0.80%-0.11%-6.90%
42XBISs Spdr S&p Biotech ETFETF-科技型0.79%—+7.69%
43FLSFlowserve CORP股票-工业0.78%-0.17%-23.27%
44BLKBlackrock INC股票-金融0.77%—+4.61%
45TMToyota Motor CORP -spon Adr股票-周期性消费0.77%+0.20%+39.16%
46UPSUnited Parcel Service-cl B股票-工业0.75%+0.25%+48.59%
47DGROIshares Core Dividend GrowthETF-其他0.74%—+3.95%
48BKRBaker Hughes Co股票-能源0.73%—-20.62%
49EWJIshares Msci Japan ETFETF-其他0.72%—+6.18%
50URIUnited Rentals INC股票-工业0.71%+0.26%+73.44%
1–50 of 1,478

本季持股变动

Strategic Wealth Partners, Ltd. 在 2026-03-31 最显著的持仓异动： 减仓: Jefferies Financial Group In (JEF) — 股数 -93.02%; 减仓: Applied Industrial Tech INC (AIT) — 股数 -96.87%; 加仓: Stmicroelectronics Nv-ny Shs (STM) — 股数 +73.13%; 加仓: Invesco S&p 500 Equal Weight (RSPN) — 股数 +10783.74%; 减仓: Global X Cybersecurity ETF (BUG) — 股数 -98.04%.

Strategic Wealth Partners, Ltd. 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1STMStmicroelectronics Nv-ny Shs+0.7%+73.13%加仓
2RSPNInvesco S&p 500 Equal Weight+0.6%+10783.74%加仓
3KRESs Spdr S&p Regional Bank+0.6%+2736.36%加仓
4BDXBecton Dickinson And Co+0.5%+180126.09%加仓
5DALDelta Air Lines INC+0.4%+110680.49%加仓
6BKNGBooking Holdings INC+0.4%+4614.81%加仓
7URIUnited Rentals INC+0.3%+73.44%加仓
8UPSUnited Parcel Service-cl B+0.3%+48.59%加仓
9CRMSalesforce INC+0.2%+176.56%加仓
10FCXFreeport-mcmoran INC+0.2%+10.82%加仓
11DLRDigital Realty Trust INC+0.2%+21.90%加仓
12TMToyota Motor CORP -spon Adr+0.2%+39.16%加仓
13NEENextera Energy INC+0.2%+7.02%加仓
14XOMExxon Mobil CORP+0.2%-1.53%减仓
15EFAIshares Msci Eafe ETF+0.2%+4.17%加仓
16SIMOSilicon Motion Technol-adr+0.2%+6.48%加仓
17AXPAmerican Express Co+0.2%+46.37%加仓
18MBBIshares Mbs ETF+0.2%+4.10%加仓
19EMLPFirst Trust North American E+0.1%+6.87%加仓
20SPSBSs Spdr P St C CORP ETF+0.1%+4.33%加仓
21BXBlackstone INC+0.1%+50.13%加仓
22PIDInvesco International Divide+0.1%+4.93%加仓
23TSMTaiwan Semiconductor-sp Adr+0.1%+5.31%加仓
24PANWPalo Alto Networks INC+0.1%+124.91%加仓
25PRMBPrimo Brands CORP-0.1%-82.61%减仓
26ACNAccenture plc-0.1%-37.24%减仓
27MDTMedtronic plc-0.1%-2.91%减仓
28LLYEli Lilly & Co-0.1%+2.83%加仓
29XLKSs Technology Select Sector-0.1%-64.33%减仓
30QQQInvesco Qqq Trust Series 1-0.1%-6.90%减仓
31SWPSwp Growth & Income ETF-0.1%+1.93%加仓
32METAMeta Platforms Inc-class A-0.1%+3.98%加仓
33AAPLApple INC-0.1%+0.91%加仓
34GOOGLAlphabet Inc-cl A-0.1%+2.11%加仓
35AVGOBroadcom INC-0.1%+2.86%加仓
36JPMJpmorgan Chase & Co-0.1%-3.04%减仓
37OWLBlue Owl Capital INC-0.2%+0.23%加仓
38FLSFlowserve CORP-0.2%-23.27%减仓
39IBMIntl Business Machines CORP-0.2%+3.20%加仓
40CCJCameco CORP-0.3%-43.20%减仓
41BILSs Spdr Bb 1-3m T-bill ETF-0.3%-56.18%减仓
42ORCLOracle CORP-0.3%+1.75%加仓
43DUKDuke Energy CORP-0.4%-87.83%减仓
44KTBKontoor Brands INC-0.4%-98.56%减仓
45URAGlobal X Uranium ETF-0.4%-98.53%减仓
46NKENike INC -cl B-0.5%-98.27%减仓
47SMGScotts Miracle-gro Co-0.5%-99.47%减仓
48BUGGlobal X Cybersecurity ETF-0.6%-98.04%减仓
49AITApplied Industrial Tech INC-0.8%-96.87%减仓
50JEFJefferies Financial Group In-1.1%-93.02%减仓

FAQ

Strategic Wealth Partners, Ltd. 是什么机构？属于哪种投资人类型？
Strategic Wealth Partners, Ltd. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$14.4亿，分布在 1479 个已申报仓位之中。
Strategic Wealth Partners, Ltd. 目前前几大持股有哪些？
根据最新 13F 申报，Strategic Wealth Partners, Ltd. 按市值排列的前几大持股为： 1. Swp Growth & Income ETF (SWP) — US$1.3亿 (8.9%) 2. Ishares Mbs ETF (MBB) — US$4613.8万 (3.2%) 3. Microsoft CORP (MSFT) — US$4205.0万 (2.9%) 4. Ishares Msci Eafe ETF (EFA) — US$3830.4万 (2.7%) 5. Ss Spdr P St C CORP ETF (SPSB) — US$3816.1万 (2.6%)
Strategic Wealth Partners, Ltd. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Strategic Wealth Partners, Ltd. 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 32 个既有持股、减仓 18 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：减仓: Jefferies Financial Group In (JEF) — 股数 -93.02%; 减仓: Applied Industrial Tech INC (AIT) — 股数 -96.87%; 加仓: Stmicroelectronics Nv-ny Shs (STM) — 股数 +73.13%; 加仓: Invesco S&p 500 Equal Weight (RSPN) — 股数 +10783.74%; 减仓: Global X Cybersecurity ETF (BUG) — 股数 -98.04%
Strategic Wealth Partners, Ltd. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Strategic Wealth Partners, Ltd. 的主要板块分布如下： • Information Technology: 26.2% • Financials: 14.9% • Industrials: 13.1% • Health Care: 10.5% • Consumer Discretionary: 10.2% • Communication Services: 8.0%