Fort Point Capital Partners LLC
San Francisco CA · SEC CIK 0001589282
$8.19亿2026Q1 申报市值
225持仓数
44.7%前十大占比 · 第一大 7.9%
17 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MUB 加仓+$869.31万
AAPL 加仓+$507.60万
VFLO 加仓+$342.11万
IVV 加仓+$335.23万
GRND 加仓+$329.45万
2026Q1 卖出最多 按季末市值估算
VTEB 减仓-$1,418.94万
AVGO 减仓-$1,307.87万
VOO 减仓-$640.40万
CLSK 减仓-$340.40万
VGLT 清仓-$332.75万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VGLT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -58,999 | -100.0% | -$332.75万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -54,314 | -100.0% | -$224.86万 | 清仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -20,778 | -100.0% | -$150.85万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -55,165 | -100.0% | -$147.68万 | 清仓 |
| PRMB | PRIMO BRANDS CORPORATION | $0 | 0.00% | 0 | -57,961 | -100.0% | -$107.52万 | 清仓 |
| CALI | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -20,881 | -100.0% | -$105.63万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -21,753 | -100.0% | -$78.81万 | 清仓 |
| CEFS | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -3,757 | -100.0% | -$33.18万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -4,659 | -100.0% | -$30.92万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -1,205 | -100.0% | -$28.94万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -5,569 | -100.0% | -$25.93万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -1,025 | -100.0% | -$21.58万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,625 | -100.0% | -$21.57万 | 清仓 |
| DFUS | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | -841 | -100.0% | -$20.83万 | 清仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $6.85万 | 0.01% | 10,885 | 0 | 0.0% | — | 不变 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $9.75万 | 0.01% | 10,099 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16.97万 | 0.02% | 14,668 | 14,668 | — | $16.97万 | 新建仓 |
| PFE | PFIZER INC | $20.16万 | 0.02% | 7,181 | 7,181 | — | $20.16万 | 新建仓 |
| DVYE | ISHARES INC | $20.56万 | 0.03% | 5,980 | 5,980 | — | $20.56万 | 新建仓 |
| UNP | UNION PAC CORP | $20.75万 | 0.03% | 855 | 855 | — | $20.75万 | 新建仓 |
| GABC | GERMAN AMERN BANCORP INC | $20.89万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.01万 | 0.03% | 752 | 84 | 12.6% | $2.46万 | 加仓 |
| USIG | ISHARES TR | $22.06万 | 0.03% | 4,306 | 172 | 4.2% | $8,812 | 加仓 |
| VCR | VANGUARD WORLD FD | $22.19万 | 0.03% | 618 | -3 | -0.5% | -$1,077 | 减仓 |
| PWR | QUANTA SVCS INC | $22.29万 | 0.03% | 406 | 406 | — | $22.29万 | 新建仓 |
| NKE | NIKE INC | $22.29万 | 0.03% | 4,188 | 19 | 0.5% | $1,011 | 加仓 |
| FLR | FLUOR CORP | $22.81万 | 0.03% | 4,889 | 41 | 0.8% | $1,913 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.93万 | 0.03% | 1,127 | 136 | 13.7% | $2.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.03万 | 0.03% | 7,907 | 0 | 0.0% | — | 不变 |
| XPRO | EXPRO GROUP HOLDINGS NV | $23.53万 | 0.03% | 13,515 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $23.77万 | 0.03% | 2,844 | -1,274 | -30.9% | -$10.65万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $23.84万 | 0.03% | 817 | -457 | -35.9% | -$13.33万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $24.12万 | 0.03% | 3,696 | -961 | -20.6% | -$6.27万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $24.33万 | 0.03% | 557 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $24.40万 | 0.03% | 1,778 | 1,778 | — | $24.40万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.45万 | 0.03% | 623 | 623 | — | $24.45万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.96万 | 0.03% | 3,183 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.98万 | 0.03% | 5,661 | 75 | 1.3% | $3,310 | 加仓 |
| CI | THE CIGNA GROUP | $25.07万 | 0.03% | 940 | 80 | 9.3% | $2.13万 | 加仓 |
| IXC | ISHARES TR | $25.08万 | 0.03% | 4,353 | 4,353 | — | $25.08万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $25.19万 | 0.03% | 3,182 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $25.62万 | 0.03% | 2,264 | 2,264 | — | $25.62万 | 新建仓 |
| ARTY | ISHARES TR | $25.68万 | 0.03% | 5,518 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $25.87万 | 0.03% | 1,194 | 1,194 | — | $25.87万 | 新建仓 |
| DIS | DISNEY WALT CO | $26.11万 | 0.03% | 2,709 | 208 | 8.3% | $2.00万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.41万 | 0.03% | 569 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.48万 | 0.03% | 593 | 27 | 4.8% | $1.21万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.83万 | 0.03% | 23,470 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.91万 | 0.03% | 1,139 | 86 | 8.2% | $2.03万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $27.77万 | 0.03% | 11,196 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $28.47万 | 0.03% | 13,593 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.23万 | 0.04% | 419 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.34万 | 0.04% | 12,251 | 0 | 0.0% | — | 不变 |
| ACWI | ISHARES TR | $29.69万 | 0.04% | 2,146 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $30.17万 | 0.04% | 5,338 | -2,218 | -29.4% | -$12.54万 | 减仓 |
| CRM | SALESFORCE INC | $30.74万 | 0.04% | 1,647 | 77 | 4.9% | $1.44万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.75万 | 0.04% | 1,782 | 1,782 | — | $30.75万 | 新建仓 |
| QCOM | QUALCOMM INC | $31.72万 | 0.04% | 2,463 | 277 | 12.7% | $3.57万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.77万 | 0.04% | 3,381 | -300 | -8.1% | -$2.82万 | 减仓 |
| IWF | ISHARES TR | $32.56万 | 0.04% | 763 | -325 | -29.9% | -$13.87万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $32.61万 | 0.04% | 3,263 | -6,069 | -65.0% | -$60.66万 | 减仓 |
| CMF | ISHARES TR | $32.67万 | 0.04% | 5,745 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $33.04万 | 0.04% | 2,785 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $33.08万 | 0.04% | 6,288 | 6,288 | — | $33.08万 | 新建仓 |
| LLY | ELI LILLY & CO | $33.38万 | 0.04% | 363 | -1 | -0.3% | -$920 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.66万 | 0.04% | 1,565 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $33.79万 | 0.04% | 559 | 17 | 3.1% | $1.03万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $33.91万 | 0.04% | 3,469 | -11 | -0.3% | -$1,075 | 减仓 |
| IRM | IRON MTN INC DEL | $35.64万 | 0.04% | 3,463 | 3,463 | — | $35.64万 | 新建仓 |
| AMLP | ALPS ETF TR | $35.76万 | 0.04% | 6,792 | -171 | -2.5% | -$9,002 | 减仓 |
| IWN | ISHARES TR | $36.15万 | 0.04% | 1,907 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $36.51万 | 0.04% | 1,296 | -204 | -13.6% | -$5.75万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.09万 | 0.05% | 1,097 | 95 | 9.5% | $3.21万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.36万 | 0.05% | 957 | -496 | -34.1% | -$19.36万 | 减仓 |
| ADBE | ADOBE INC | $37.46万 | 0.05% | 1,541 | 158 | 11.4% | $3.84万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $37.55万 | 0.05% | 8,891 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $37.57万 | 0.05% | 1,047 | 107 | 11.4% | $3.84万 | 加仓 |
| MMM | 3M CO | $37.72万 | 0.05% | 2,597 | 65 | 2.6% | $9,440 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $37.76万 | 0.05% | 7,156 | -519 | -6.8% | -$2.74万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $38.33万 | 0.05% | 17,834 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $39.31万 | 0.05% | 2,780 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $39.72万 | 0.05% | 7,478 | -22,028 | -74.7% | -$117.02万 | 减仓 |
| AOM | ISHARES TR | $39.85万 | 0.05% | 8,412 | -103 | -1.2% | -$4,879 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.04万 | 0.05% | 6,602 | 207 | 3.2% | $1.26万 | 加仓 |
| SNA | SNAP ON INC | $40.24万 | 0.05% | 1,108 | 108 | 10.8% | $3.92万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $40.73万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $43.06万 | 0.05% | 6,576 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES TR | $43.19万 | 0.05% | 3,963 | 4 | 0.1% | $436 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $43.77万 | 0.05% | 6,316 | -1,926 | -23.4% | -$13.35万 | 减仓 |
| GUNR | FLEXSHARES TR | $43.79万 | 0.05% | 7,939 | -614 | -7.2% | -$3.39万 | 减仓 |
| NFLX | NETFLIX INC. | $44.09万 | 0.05% | 4,586 | 180 | 4.1% | $1.73万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $46.27万 | 0.06% | 3,320 | 110 | 3.4% | $1.53万 | 加仓 |
| FDX | FEDEX CORP | $46.67万 | 0.06% | 1,305 | -365 | -21.9% | -$13.05万 | 减仓 |
| MSTR | STRATEGY INC | $47.36万 | 0.06% | 3,795 | 33 | 0.9% | $4,118 | 加仓 |