SHP Wealth Management 13F 持仓 · 2026年Q2
SHP Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,978 只证券，申报市值合计 14.54 亿美元。前几大持仓：VOO（27.20%）、IDMO（8.48%）、DGRO（6.61%）。本季前 25 大持仓中：新建仓 2 只、增持 18 只、减持 5 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $395.4M | 27.20% | 575,720 | 增持 |
| 2 | IDMO | INVESCO EXCH TRADED FD TR II | $123.3M | 8.48% | 2.0M | 增持 |
| 3 | DGRO | ISHARES TR | $96.2M | 6.61% | 1.3M | 增持 |
| 4 | IUSG | ISHARES TR | $94.1M | 6.47% | 500,298 | 增持 |
| 5 | USTB | VICTORY PORTFOLIOS II | $90.4M | 6.22% | 1.8M | 增持 |
| 6 | FELC | FIDELITY COVINGTON TRUST | $71.6M | 4.92% | 1.7M | 增持 |
| 7 | JEPI | J P MORGAN EXCHANGE TRADED F | $59.1M | 4.07% | 1.0M | 增持 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $26.3M | 1.81% | 35,181 | 减持 |
| 9 | FLBL | FRANKLIN TEMPLETON ETF TR | $25.9M | 1.78% | 1.1M | 增持 |
| 10 | HYDB | ISHARES TR | $23.1M | 1.59% | 493,375 | 增持 |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $22.2M | 1.53% | 130,771 | 新建仓 |
| 12 | AAPL | APPLE INC | $21.0M | 1.44% | 72,561 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $20.7M | 1.42% | 103,388 | 增持 |
| 14 | QQQ | INVESCO QQQ TR | $13.3M | 0.91% | 18,009 | 增持 |
| 15 | FDVV | FIDELITY COVINGTON TRUST | $12.7M | 0.87% | 210,776 | 增持 |
| 16 | LVHI | LEGG MASON ETF INVT | $10.1M | 0.69% | 248,046 | 减持 |
| 17 | AMZN | AMAZON COM INC | $9.9M | 0.68% | 41,643 | 增持 |
| 18 | FTHI | FIRST TR EXCHANGE TRADED FD | $9.6M | 0.66% | 402,531 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $8.3M | 0.57% | 22,265 | 减持 |
| 20 | GOOGL | ALPHABET INC | $7.7M | 0.53% | 21,550 | 增持 |
| 21 | VTI | VANGUARD INDEX FDS | $6.9M | 0.47% | 18,545 | 减持 |
| 22 | GPIQ | GOLDMAN SACHS ETF TR | $5.5M | 0.38% | 92,916 | 新建仓 |
| 23 | IVV | ISHARES TR | $5.6M | 0.38% | 7,447 | 减持 |
| 24 | GOOG | ALPHABET INC | $4.6M | 0.31% | 12,908 | 增持 |
| 25 | MU | MICRON TECHNOLOGY INC | $4.4M | 0.30% | 3,820 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR