SHP Wealth Management
- SEC CIK
- 0001807060
- 最新申報
- 2026/8/11
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/3/4 申報。只含多頭部位。
- 持股檔數
- 1,559
- 2025 年第 3 季沒有申報
- 總值
- $12.9 億
- 2025 年第 3 季沒有申報
SHP Wealth Management 沒有申報 2025 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 551,209 | $3.46 億 | 26.9% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 1,213,414 | $8,424 萬 | 6.6% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 466,387 | $7,833 萬 | 6.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 845,435 | $7,081 萬 | 5.5% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 1,449,607 | $7,067 萬 | 5.5% | – | – | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 1,525,842 | $5,824 萬 | 4.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 862,441 | $4,793 萬 | 3.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 749,160 | $4,288 萬 | 3.3% | – | – | – |
| Franklin Templeton ETF Tr35473P595 | SENIOR LOAN ETF | 1,183,326 | $2,771 萬 | 2.2% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 624,049 | $2,675 萬 | 2.1% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 247,698 | $2,565 萬 | 2.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 34,266 | $2,337 萬 | 1.8% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 79,349 | $2,303 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 318,729 | $2,052 萬 | 1.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 98,413 | $1,835 萬 | 1.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 65,151 | $1,771 萬 | 1.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,443 | $1,134 萬 | 0.9% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 192,861 | $1,093 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,037 | $1,047 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 39,959 | $922.3 萬 | 0.7% | – | – | 歷史 |
| Legg Mason ETF Invt52468L505 | FRANKLIN INTL LW | 244,085 | $898.7 萬 | 0.7% | – | – | – |
| First Tr Exchange Traded FD33738R308 | BUYWRIT INCM ETF | 356,613 | $842.3 萬 | 0.7% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 137,958 | $801.8 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 21,340 | $668.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,119 | $607.5 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,871 | $539.3 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 7,130 | $470.5 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 13,202 | $414.3 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 8,280 | $372.4 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,660 | $343.5 萬 | 0.3% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 18,337 | $325.5 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,188 | $311.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,140 | $308.3 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 45,732 | $288.9 萬 | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 7,833 | $271.1 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,508 | $269.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 42,803 | $267.4 萬 | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 35,407 | $260.9 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 9,925 | $255.3 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 68,461 | $234.5 萬 | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 50,629 | $233.1 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 5,819 | $230.6 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 6,312 | $221.4 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,655 | $220.6 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,330 | $220.6 萬 | 0.2% | – | – | 歷史 |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 42,506 | $215.0 萬 | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 42,854 | $208.7 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 28,522 | $203.8 萬 | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33733E856 | FT VEST GOLD | 79,708 | $199.3 萬 | 0.2% | – | – | – |
| ESEversource Energy | Stock | 28,478 | $191.7 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,336 | $176.8 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,942 | $170.0 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 5,368 | $164.1 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,226 | $149.5 萬 | 0.1% | – | – | 歷史 |
| Defiance Quantum ETF26922A420 | ETF | 13,423 | $147.2 萬 | 0.1% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,717 | $143.1 萬 | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 5,517 | $141.8 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,493 | $133.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 14,547 | $133.0 萬 | 0.1% | – | – | – |
| CATCaterpillar Inc | Stock | 2,235 | $127.9 萬 | 0.1% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 14,346 | $122.5 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,416 | $122.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,052 | $120.8 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,117 | $120.5 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 2,049 | $117.1 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 2,221 | $116.1 萬 | 0.1% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 5,264 | $115.7 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,394 | $114.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,312 | $112.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 18,380 | $112.4 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,826 | $112.3 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,782 | $112.0 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,080 | $111.5 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 9,983 | $111.2 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,669 | $107.0 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 3,668 | $104.7 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367 | ETF | 46,379 | $104.7 萬 | 0.1% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 23,527 | $104.3 萬 | 0.1% | – | – | – |
| EFXEquifax Inc | COM | 4,765 | $103.4 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 32,202 | $101.5 萬 | 0.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,286 | $101.0 萬 | 0.1% | – | – | – |
| FTNTFortinet, Inc. | Stock | 12,532 | $99.5 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,100 | $99.4 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 17,993 | $97.3 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 17,195 | $94.6 萬 | 0.1% | – | – | 歷史 |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 21,136 | $93.3 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 22,823 | $93.0 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 22,418 | $92.5 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 8,064 | $91.7 萬 | 0.1% | – | – | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 19,970 | $91.6 萬 | 0.1% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 4,033 | $90.7 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 12,301 | $90.5 萬 | 0.1% | – | – | – |
| Ea Series Trust02072L565 | ALPHA ARCH 1-3 | 7,546 | $86.9 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 31,505 | $86.4 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 16,638 | $85.9 萬 | 0.1% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 9,357 | $85.3 萬 | 0.1% | – | – | 歷史 |
| Franklin Templeton ETF Tr35473P868 | FRANKLIN DYN MUN | 33,929 | $84.4 萬 | 0.1% | – | – | – |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 15,783 | $81.7 萬 | 0.1% | – | – | – |
| FNFFidelity National Financial, Inc. | COM SHS | 14,683 | $80.2 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,448 | $79.5 萬 | 0.1% | – | – | – |