SW
Strategic Wealth Partners, Ltd.
分散投資型モメンタム追随型長期保有型
申告総資産額
$14.4億
報告対象四半期: 2026-03-31 · 銘柄数: 1479
Strategic Wealth Partners, Ltd.は最新の13F報告書で1479件の保有を開示しました。申告期間は2026-03-31、保有総時価額は約$14.4億、四半期回転率は19.2%です。
機関パーソナリティ・スノーフレーク
- 集中度
- 7.33
- 回転率
- 19.18
- モメンタム／逆張り
- 100
- セクター集中度
- 42.77
- 多様性
- 100
- ポジション規律
- 48.91
直近の動向
減少 JEF
-93.0% -$1653.3万
減少 AIT
-96.9% -$1203.2万
増加 STM
+73.1% $933.6万
増加 RSPN
+10783.7% $905.4万
減少 BUG
-98.0% -$829.8万
増加 KRE
+2736.4% $789.0万
保有マップ
新規購入増加変化なし減少
上位10銘柄の比率
今四半期の全保有銘柄
上位1478銘柄を表示中（全1479銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SWP | Swp Growth & Income ETF | ETF-その他 | 8.88% | -0.12% | +1.93% | |
| 2 | MBB | Ishares Mbs ETF | ETF-その他 | 3.20% | +0.15% | +4.10% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.92% | — | +26.68% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.66% | +0.17% | +4.17% | |
| 5 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.65% | +0.13% | +4.33% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.62% | -0.13% | +0.91% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.61% | -0.14% | +2.11% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.99% | — | +4.87% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.88% | -0.14% | +2.86% | |
| 10 | PID | Invesco International Divide | ETF-その他 | 1.72% | +0.12% | +4.93% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.47% | — | +4.31% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.29% | — | +6.09% | |
| 13 | PLD | Prologis INC | 株式-不動産 | 1.27% | — | +2.66% | |
| 14 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.25% | — | +5.62% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.12% | +3.98% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | -0.21% | +3.20% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.14% | -3.04% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.17% | -0.33% | +1.75% | |
| 19 | STM | Stmicroelectronics Nv-ny Shs | 株式-IT | 1.14% | +0.65% | +73.13% | |
| 20 | RTX | Rtx CORP | 株式-資本財 | 1.13% | — | +0.77% | |
| 21 | AZN | AstraZeneca PLC | 株式-ヘルスケア | 1.13% | — | -49.80% | |
| 22 | PM | Philip Morris International | 株式-生活必需品 | 1.07% | — | +6.00% | |
| 23 | BX | Blackstone INC | 株式-金融 | 1.02% | +0.12% | +50.13% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +5.71% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.97% | — | +2.81% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | -0.15% | |
| 27 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | +0.19% | +7.02% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | +3.83% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.90% | +0.15% | +46.37% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | +1.09% | |
| 31 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.90% | +0.21% | +10.82% | |
| 32 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.89% | — | +7.09% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.87% | — | +6.71% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | +3.85% | |
| 35 | C | Citigroup INC | 株式-金融 | 0.86% | — | +5.53% | |
| 36 | COR | Cencora INC | 株式-ヘルスケア | 0.86% | — | +3.74% | |
| 37 | PNC | Pnc Financial Services Group | 株式-金融 | 0.84% | — | -6.06% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.83% | — | +13.29% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.10% | +2.83% | |
| 40 | MDT | Medtronic plc | 株式-ヘルスケア | 0.81% | -0.10% | -2.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.80% | -0.11% | -6.90% | |
| 42 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.79% | — | +7.69% | |
| 43 | FLS | Flowserve CORP | 株式-資本財 | 0.78% | -0.17% | -23.27% | |
| 44 | BLK | Blackrock INC | 株式-金融 | 0.77% | — | +4.61% | |
| 45 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.77% | +0.20% | +39.16% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.75% | +0.25% | +48.59% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.74% | — | +3.95% | |
| 48 | BKR | Baker Hughes Co | 株式-エネルギー | 0.73% | — | -20.62% | |
| 49 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.72% | — | +6.18% | |
| 50 | URI | United Rentals INC | 株式-資本財 | 0.71% | +0.26% | +73.44% |
1–50 of 1,478
申告時価額推移
セクター配分
過去のセクター分布推移
四半期履歴概要
| 四半期 | 銘柄数 | 時価総額 | 安定性 | 主要銘柄 |
|---|---|---|---|---|
| 2026-03-31 | 1479 | $14.4億 | 19 | |
| 2025-12-31 | 1459 | $14.6億 | 33 | |
| 2025-09-30 | 1317 | $13.4億 | 98 | |
| 2025-06-30 | 1156 | $12.7億 | 0 | |
| 2024-12-31 | 315 | $12.1億 | 0 | |
| 2024-09-30 | 304 | $10.4億 | 0 | |
| 2024-06-30 | 289 | $9.6億 | 0 | |
| 2024-03-31 | 278 | $9.1億 | 0 | |
| 2023-12-31 | 275 | $8.1億 | 0 | |
| 2023-09-30 | 284 | $7.6億 | 0 | |
| 2023-06-30 | 285 | $7.7億 | — | |
| 2023-03-31 | 258 | $6.5億 | 0 | |
| 2022-12-31 | 262 | $5.4億 | 0 | |
| 2022-09-30 | 270 | $4.7億 | 0 | |
| 2022-06-30 | 245 | $4.6億 | 0 | |
| 2022-03-31 | 252 | $5.1億 | 0 | |
| 2021-12-31 | 281 | $5.3億 | 0 | |
| 2021-09-30 | 229 | $3.4億 | 0 | |
| 2021-06-30 | 280 | $3.1億 | 29 | |
| 2021-03-31 | 189 | $2.5億 | 29 | |
| 2020-12-31 | 179 | $2.4億 | 31 | |
| 2020-09-30 | 153 | $2.0億 | 53 | |
| 2020-06-30 | 133 | $1.9億 | 81 | |
| 2020-03-31 | 135 | $1.9億 | 13 | |
| 2019-12-31 | 136 | $1.9億 | 100 | |
| 2019-09-30 | 2140 | $1945.3万 | 100 | |
| 2019-06-30 | 2022 | $2.1億 | 23 | |
| 2019-03-31 | 1663 | $2.2億 | 34 | |
| 2018-12-31 | 726 | $2.0億 | 51 | |
| 2018-09-30 | 661 | $1.9億 | 37 | |
| 2018-06-30 | 768 | $1.7億 | 55 | |
| 2018-03-31 | 816 | $1.9億 | 67 | |
| 2017-12-31 | 748 | $1.8億 | — |
今四半期の持株変動
Strategic Wealth Partners, Ltd.の2026-03-31時点における主要なポジション変更： 減少: Jefferies Financial Group In (JEF) — 保有株数 -93.02%; 減少: Applied Industrial Tech INC (AIT) — 保有株数 -96.87%; 増加: Stmicroelectronics Nv-ny Shs (STM) — 保有株数 +73.13%; 増加: Invesco S&p 500 Equal Weight (RSPN) — 保有株数 +10783.74%; 減少: Global X Cybersecurity ETF (BUG) — 保有株数 -98.04%.
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | STM | Stmicroelectronics Nv-ny Shs | +0.7% | +73.13% | 増加 |
| 2 | RSPN | Invesco S&p 500 Equal Weight | +0.6% | +10783.74% | 増加 |
| 3 | KRE | Ss Spdr S&p Regional Bank | +0.6% | +2736.36% | 増加 |
| 4 | BDX | Becton Dickinson And Co | +0.5% | +180126.09% | 増加 |
| 5 | DAL | Delta Air Lines INC | +0.4% | +110680.49% | 増加 |
| 6 | BKNG | Booking Holdings INC | +0.4% | +4614.81% | 増加 |
| 7 | URI | United Rentals INC | +0.3% | +73.44% | 増加 |
| 8 | UPS | United Parcel Service-cl B | +0.3% | +48.59% | 増加 |
| 9 | CRM | Salesforce INC | +0.2% | +176.56% | 増加 |
| 10 | FCX | Freeport-mcmoran INC | +0.2% | +10.82% | 増加 |
| 11 | DLR | Digital Realty Trust INC | +0.2% | +21.90% | 増加 |
| 12 | TM | Toyota Motor CORP -spon Adr | +0.2% | +39.16% | 増加 |
| 13 | NEE | Nextera Energy INC | +0.2% | +7.02% | 増加 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -1.53% | 減少 |
| 15 | EFA | Ishares Msci Eafe ETF | +0.2% | +4.17% | 増加 |
| 16 | SIMO | Silicon Motion Technol-adr | +0.2% | +6.48% | 増加 |
| 17 | AXP | American Express Co | +0.2% | +46.37% | 増加 |
| 18 | MBB | Ishares Mbs ETF | +0.2% | +4.10% | 増加 |
| 19 | EMLP | First Trust North American E | +0.1% | +6.87% | 増加 |
| 20 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +4.33% | 増加 |
| 21 | BX | Blackstone INC | +0.1% | +50.13% | 増加 |
| 22 | PID | Invesco International Divide | +0.1% | +4.93% | 増加 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.31% | 増加 |
| 24 | PANW | Palo Alto Networks INC | +0.1% | +124.91% | 増加 |
| 25 | PRMB | Primo Brands CORP | -0.1% | -82.61% | 減少 |
| 26 | ACN | Accenture plc | -0.1% | -37.24% | 減少 |
| 27 | MDT | Medtronic plc | -0.1% | -2.91% | 減少 |
| 28 | LLY | Eli Lilly & Co | -0.1% | +2.83% | 増加 |
| 29 | XLK | Ss Technology Select Sector | -0.1% | -64.33% | 減少 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -6.90% | 減少 |
| 31 | SWP | Swp Growth & Income ETF | -0.1% | +1.93% | 増加 |
| 32 | META | Meta Platforms Inc-class A | -0.1% | +3.98% | 増加 |
| 33 | AAPL | Apple INC | -0.1% | +0.91% | 増加 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.11% | 増加 |
| 35 | AVGO | Broadcom INC | -0.1% | +2.86% | 増加 |
| 36 | JPM | Jpmorgan Chase & Co | -0.1% | -3.04% | 減少 |
| 37 | OWL | Blue Owl Capital INC | -0.2% | +0.23% | 増加 |
| 38 | FLS | Flowserve CORP | -0.2% | -23.27% | 減少 |
| 39 | IBM | Intl Business Machines CORP | -0.2% | +3.20% | 増加 |
| 40 | CCJ | Cameco CORP | -0.3% | -43.20% | 減少 |
| 41 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -56.18% | 減少 |
| 42 | ORCL | Oracle CORP | -0.3% | +1.75% | 増加 |
| 43 | DUK | Duke Energy CORP | -0.4% | -87.83% | 減少 |
| 44 | KTB | Kontoor Brands INC | -0.4% | -98.56% | 減少 |
| 45 | URA | Global X Uranium ETF | -0.4% | -98.53% | 減少 |
| 46 | NKE | Nike INC -cl B | -0.5% | -98.27% | 減少 |
| 47 | SMG | Scotts Miracle-gro Co | -0.5% | -99.47% | 減少 |
| 48 | BUG | Global X Cybersecurity ETF | -0.6% | -98.04% | 減少 |
| 49 | AIT | Applied Industrial Tech INC | -0.8% | -96.87% | 減少 |
| 50 | JEF | Jefferies Financial Group In | -1.1% | -93.02% | 減少 |
FAQ
Strategic Wealth Partners, Ltd.とはどのような機関投資家ですか？
Strategic Wealth Partners, Ltd.はの投資運用会社で、SEC フォーム 13F を四半期ごとに提出し、米国上場株式の保有状況を開示しています。直近の報告期間（2026-03-31）時点で、同社が追跡する株式ポートフォリオの評価額は約 $14.4億、1479 件のポジションが開示されています。
Strategic Wealth Partners, Ltd.の主要ポジションは何ですか？
最新の13Fファイリングによると、Strategic Wealth Partners, Ltd.の時価総額上位の保有銘柄は以下の通りです：
1. Swp Growth & Income ETF (SWP) — $1.3億 (8.9%)
2. Ishares Mbs ETF (MBB) — $4613.8万 (3.2%)
3. Microsoft CORP (MSFT) — $4205.0万 (2.9%)
4. Ishares Msci Eafe ETF (EFA) — $3830.4万 (2.7%)
5. Ss Spdr P St C CORP ETF (SPSB) — $3816.1万 (2.6%)
Strategic Wealth Partners, Ltd.は直近のファイリングでどのような変更を行いましたか？
直近の報告四半期において、Strategic Wealth Partners, Ltd.は50件の主要なポジション調整を実施しました：0件の新規ポジション開設、32件の保有増加、18件の一部売却、および0件の完全売却です。 その中でも特に大きな変動：減少: Jefferies Financial Group In (JEF) — 保有株数 -93.02%; 減少: Applied Industrial Tech INC (AIT) — 保有株数 -96.87%; 増加: Stmicroelectronics Nv-ny Shs (STM) — 保有株数 +73.13%; 増加: Invesco S&p 500 Equal Weight (RSPN) — 保有株数 +10783.74%; 減少: Global X Cybersecurity ETF (BUG) — 保有株数 -98.04%
Strategic Wealth Partners, Ltd.はどのセクターに重点を置いていますか？
現在開示されている株式ポートフォリオに基づくStrategic Wealth Partners, Ltd.の主要セクター配分は以下の通りです：
• Information Technology: 26.2%
• Financials: 14.9%
• Industrials: 13.1%
• Health Care: 10.5%
• Consumer Discretionary: 10.2%
• Communication Services: 8.0%