SW
SHP Wealth Management
趋势追踪型
申报总市值
US$13.3亿
申报季度: 2026-03-31 · 持股只数: 1826
SHP Wealth Management在最新一期 13F 报告中披露了 1826 项持股，申报期为 2026-03-31，总持股市值约为 US$13.3亿，季度换手率为 25.5%。
机构性格雪花图
- 集中度
- 35.59
- 持仓稳定性
- 25.46
- 动能／逆势
- 100
- 行业集中度
- 55.28
- 多样化
- 100
- 仓位均衡度
- 0
近期动向
减仓 ISTB
-97.4% -US$6885.3万
加仓 USTB
+63100.8% US$6303.4万
加仓 IDMO
+132.4% US$6197.1万
减仓 VOO
+0.6% -US$1429.5万
减仓 MOAT
-91.2% -US$2355.5万
加仓 VCIT
+17.8% US$1161.5万
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
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 25.00% | -1.90% | +0.61% | |
| 2 | IDMO | Invesco S&p International De | ETF-其他 | 8.29% | +4.56% | +132.36% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 6.34% | — | -1.37% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 6.22% | +0.71% | +17.81% | |
| 5 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 5.81% | -0.28% | +6.49% | |
| 6 | USTB | Victoryshares Short-term Bon | ETF-其他 | 4.76% | +4.75% | +63100.76% | |
| 7 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 4.56% | +0.03% | +9.32% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.03% | +0.69% | +25.72% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.81% | +0.02% | +5.49% | |
| 10 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 1.80% | -0.36% | -12.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.73% | -0.09% | +2.88% | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 1.67% | -0.41% | -16.07% | |
| 13 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.62% | +0.02% | +1.11% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.34% | -0.09% | +3.37% | |
| 15 | AAPL | Apple INC | 股票-科技 | 1.26% | -0.12% | +1.30% | |
| 16 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 0.85% | — | +5.30% | |
| 17 | LVHI | Franklin International Low V | ETF-其他 | 0.78% | +0.08% | +4.31% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | — | +4.60% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.65% | -0.23% | -0.20% | |
| 20 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.65% | — | +4.95% | |
| 21 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.60% | -0.12% | -4.53% | |
| 22 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.59% | — | +1.44% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | — | +2.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.44% | -0.08% | -4.37% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.37% | -0.05% | -4.37% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.31% | -0.06% | -0.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-其他 | 0.29% | +0.05% | +23.25% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.28% | +0.11% | +19.23% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.28% | -0.04% | -3.53% | |
| 30 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.25% | — | +16.11% | |
| 31 | TSLA | Tesla INC | 股票-周期性消费 | 0.24% | -0.05% | +1.86% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.22% | — | -1.72% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.22% | — | +5.98% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.22% | +0.04% | +25.45% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.22% | -0.05% | -7.82% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | — | -4.15% | |
| 37 | SYY | Sysco CORP | 股票-非周期性消费 | 0.19% | — | +0.07% | |
| 38 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.19% | — | +0.65% | |
| 39 | AVGO | Broadcom INC | 股票-科技 | 0.19% | — | +2.30% | |
| 40 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.18% | — | +8.46% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.17% | — | +23.78% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.16% | — | -7.57% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | -0.05% | -8.57% | |
| 44 | ABBV | Abbvie INC | 股票-医疗保健 | 0.16% | — | +0.11% | |
| 45 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.16% | -1.84% | -91.24% | |
| 46 | IGLD | Ft Vest Gold Strategy Target | ETF-避险与商品 | 0.16% | — | +2.53% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.15% | -0.05% | +0.29% | |
| 48 | ES | Eversource Energy | 股票-公用事业 | 0.15% | — | -0.08% | |
| 49 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.15% | +0.05% | +46.95% | |
| 50 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.15% | — | -5.85% |
1–50 of 1,826
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
SHP Wealth Management 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares Global Equity Factor (GLOF); 新建仓: Ishares Global 100 ETF (IOO); 新建仓: Fpa Global Equity ETF New (FPAG); 新建仓: Ss Energy Ss Spdr Prem INC (XLEI); 新建仓: Defiance Ai & Power Infr ETF (AIPO).
FAQ
SHP Wealth Management 是什么机构？属于哪种投资人类型？
SHP Wealth Management 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$13.3亿，分布在 1826 个已申报仓位之中。
SHP Wealth Management 目前前几大持股有哪些？
根据最新 13F 申报，SHP Wealth Management 按市值排列的前几大持股为：
1. Vanguard S&p 500 ETF (VOO) — US$3.3亿 (25.0%)
2. Invesco S&p International De (IDMO) — US$1.1亿 (8.3%)
3. Ishares Core Dividend Growth (DGRO) — US$8399.4万 (6.3%)
4. Vanguard Int-term Corporate (VCIT) — US$8242.0万 (6.2%)
5. Ishares Core S&p U.s. Growth (IUSG) — US$7703.5万 (5.8%)
SHP Wealth Management 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，SHP Wealth Management 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 25 个既有持股、减仓 15 个仓位，并完全清仓 1 个持股。 其中幅度最大的异动：新建仓: Ishares Global Equity Factor (GLOF); 新建仓: Ishares Global 100 ETF (IOO); 新建仓: Fpa Global Equity ETF New (FPAG); 新建仓: Ss Energy Ss Spdr Prem INC (XLEI); 新建仓: Defiance Ai & Power Infr ETF (AIPO)
SHP Wealth Management 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，SHP Wealth Management 的主要板块分布如下：
• Information Technology: 35.8%
• Financials: 12.9%
• Consumer Discretionary: 11.1%
• Communication Services: 10.3%
• Health Care: 7.2%
• Industrials: 7.0%