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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $50.27万 | 0.06% | 4,444 | 408 | 10.1% | $4.61万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.00万 | 0.06% | 7,606 | 189 | 2.5% | $1.27万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.53万 | 0.06% | 10,266 | 416 | 4.2% | $2.09万 | 加仓 |
| DE | DEERE & CO | $52.88万 | 0.06% | 936 | 461 | 97.1% | $26.04万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $52.99万 | 0.06% | 6,576 | 5 | 0.1% | $403 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $54.15万 | 0.07% | 7,210 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $54.20万 | 0.07% | 2,826 | 246 | 9.5% | $4.72万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $54.78万 | 0.07% | 60,000 | 60,000 | — | $54.78万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.33万 | 0.07% | 5,056 | 5,056 | — | $56.33万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.29万 | 0.07% | 689 | 51 | 8.0% | $4.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.37万 | 0.07% | 2,157 | 39 | 1.8% | $1.06万 | 加仓 |
| T | AT&T INC | $58.69万 | 0.07% | 20,245 | 607 | 3.1% | $1.76万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.72万 | 0.07% | 4,065 | 1,622 | 66.4% | $23.43万 | 加仓 |
| GEV | GE VERNOVA INC | $58.87万 | 0.07% | 674 | 19 | 2.9% | $1.66万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.07万 | 0.07% | 5,753 | 93 | 1.6% | $9,549 | 加仓 |
| BAC | BANK AMERICA CORP | $59.47万 | 0.07% | 12,200 | 795 | 7.0% | $3.88万 | 加仓 |
| — | HONEYWELL INTL INC | $59.74万 | 0.07% | 2,643 | 106 | 4.2% | $2.40万 | 加仓 |
| V | VISA INC | $60.15万 | 0.07% | 1,990 | 216 | 12.2% | $6.53万 | 加仓 |
| ESGD | ISHARES TR | $62.89万 | 0.08% | 6,577 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $64.04万 | 0.08% | 3,320 | 243 | 7.9% | $4.69万 | 加仓 |
| GE | GE AEROSPACE | $65.66万 | 0.08% | 2,310 | 64 | 2.8% | $1.82万 | 加仓 |
| ESGE | ISHARES INC | $66.40万 | 0.08% | 14,603 | 0 | 0.0% | — | 不变 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $66.97万 | 0.08% | 52,356 | 29,616 | 130.2% | $37.88万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $67.58万 | 0.08% | 10,275 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $69.83万 | 0.09% | 14,857 | 4,223 | 39.7% | $19.85万 | 加仓 |
| HYD | VANECK ETF TRUST | $73.59万 | 0.09% | 14,676 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $73.68万 | 0.09% | 14,502 | -27 | -0.2% | -$1,372 | 减仓 |
| META | META PLATFORMS INC | $74.26万 | 0.09% | 1,298 | 583 | 81.5% | $33.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.90万 | 0.09% | 3,064 | 801 | 35.4% | $19.58万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.21万 | 0.09% | 2,208 | 56 | 2.6% | $1.93万 | 加仓 |
| CSCO | CISCO SYS INC | $77.45万 | 0.09% | 9,982 | 511 | 5.4% | $3.96万 | 加仓 |
| — | EXXON MOBIL CORP | $78.77万 | 0.10% | 4,643 | 483 | 11.6% | $8.19万 | 加仓 |
| WFC | WELLS FARGO & CO | $79.52万 | 0.10% | 9,988 | 4,262 | 74.4% | $33.93万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $80.53万 | 0.10% | 29,927 | -398 | -1.3% | -$1.07万 | 减仓 |
| — | VENU HLDG CORP | $81.13万 | 0.10% | 245,103 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.31万 | 0.10% | 3,396 | -319 | -8.6% | -$7.73万 | 减仓 |
| KRE | SPDR SERIES TRUST | $82.83万 | 0.10% | 12,713 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $82.84万 | 0.10% | 1,864 | -85 | -4.4% | -$3.78万 | 减仓 |
| ALL | ALLSTATE CORP | $83.15万 | 0.10% | 3,990 | 102 | 2.6% | $2.13万 | 加仓 |
| MRK | MERCK & CO INC | $83.68万 | 0.10% | 6,908 | 43 | 0.6% | $5,209 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $85.34万 | 0.10% | 8,035 | 287 | 3.7% | $3.05万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $86.74万 | 0.11% | 4,421 | 374 | 9.2% | $7.34万 | 加仓 |
| DTCR | GLOBAL X FDS | $89.10万 | 0.11% | 37,186 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $89.86万 | 0.11% | 2,554 | 48 | 1.9% | $1.69万 | 加仓 |
| NRG | NRG ENERGY INC | $90.64万 | 0.11% | 6,202 | 30 | 0.5% | $4,384 | 加仓 |
| TJX | TJX COS INC NEW | $92.17万 | 0.11% | 5,771 | 1,615 | 38.9% | $25.79万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $92.51万 | 0.11% | 1,356 | 22 | 1.6% | $1.50万 | 加仓 |
| BOND | PIMCO ETF TR | $94.59万 | 0.12% | 10,250 | -46 | -0.4% | -$4,245 | 减仓 |
| SMH | VANECK ETF TRUST | $94.74万 | 0.12% | 2,471 | -1 | -0.0% | -$383 | 减仓 |
| — | FLEXSHARES TR | $98.05万 | 0.12% | 4,905 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $98.91万 | 0.12% | 10,665 | -34 | -0.3% | -$3,153 | 减仓 |
| GLD | SPDR GOLD TR | $100.86万 | 0.12% | 2,344 | -240 | -9.3% | -$10.33万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $103.24万 | 0.13% | 12,195 | -5,069 | -29.4% | -$42.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $112.30万 | 0.14% | 1,127 | 84 | 8.1% | $8.37万 | 加仓 |
| SUSB | ISHARES TR | $114.09万 | 0.14% | 45,519 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $114.19万 | 0.14% | 16,271 | -180 | -1.1% | -$1.26万 | 减仓 |
| ORCL | ORACLE CORP | $117.67万 | 0.14% | 7,999 | 2,260 | 39.4% | $33.25万 | 加仓 |
| EFA | ISHARES TR 看跌期权 | $118.50万 | 0.14% | 12,200 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $118.91万 | 0.15% | 5,565 | 18 | 0.3% | $3,846 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $121.02万 | 0.15% | 6,634 | 147 | 2.3% | $2.68万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $122.41万 | 0.15% | 25,427 | 25,427 | — | $122.41万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $123.86万 | 0.15% | 48,307 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $125.41万 | 0.15% | 9,437 | -1,989 | -17.4% | -$26.43万 | 减仓 |
| SDY | SPDR SERIES TRUST | $127.00万 | 0.16% | 8,702 | 52 | 0.6% | $7,589 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $130.58万 | 0.16% | 33,987 | -1,064 | -3.0% | -$4.09万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $132.72万 | 0.16% | 59,276 | 926 | 1.6% | $2.07万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $134.78万 | 0.16% | 16,371 | 13,274 | 428.6% | $109.28万 | 加仓 |
| ABBV | ABBVIE INC | $150.20万 | 0.18% | 6,906 | 1,156 | 20.1% | $25.14万 | 加仓 |
| MS | MORGAN STANLEY | $154.33万 | 0.19% | 9,378 | 1,273 | 15.7% | $20.95万 | 加仓 |
| IWM | ISHARES TR | $155.88万 | 0.19% | 6,285 | -44 | -0.7% | -$1.09万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $156.06万 | 0.19% | 15,580 | -100 | -0.6% | -$1.00万 | 减仓 |
| IAU | ISHARES GOLD TR | $157.05万 | 0.19% | 17,814 | 3,100 | 21.1% | $27.33万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $158.61万 | 0.19% | 5,643 | -1,462 | -20.6% | -$41.09万 | 减仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $161.64万 | 0.20% | 21,039 | -1,353 | -6.0% | -$10.39万 | 减仓 |
| TSLA | TESLA INC | $162.31万 | 0.20% | 4,366 | 209 | 5.0% | $7.77万 | 加仓 |
| WMT | WALMART INC | $168.28万 | 0.21% | 13,514 | 6,882 | 103.8% | $85.70万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $169.16万 | 0.21% | 8,814 | -10,395 | -54.1% | -$199.51万 | 减仓 |
| HD | HOME DEPOT INC | $171.86万 | 0.21% | 5,225 | 531 | 11.3% | $17.47万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $177.20万 | 0.22% | 50,000 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $192.50万 | 0.24% | 10,958 | 24 | 0.2% | $4,216 | 加仓 |
| EMXC | ISHARES INC | $201.18万 | 0.25% | 25,576 | -355 | -1.4% | -$2.79万 | 减仓 |
| EAGG | ISHARES TR | $201.18万 | 0.25% | 42,310 | 181 | 0.4% | $8,607 | 加仓 |
| GEN | GEN DIGITAL INC | $201.84万 | 0.25% | 107,188 | 605 | 0.6% | $1.14万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $205.44万 | 0.25% | 6,792 | 135 | 2.0% | $4.08万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $219.71万 | 0.27% | 29,836 | -18,820 | -38.7% | -$138.59万 | 减仓 |
| IJH | ISHARES TR | $220.59万 | 0.27% | 32,665 | 3,067 | 10.4% | $20.71万 | 加仓 |
| QLTY | GMO ETF TRUST | $225.59万 | 0.28% | 62,247 | 62,247 | — | $225.59万 | 新建仓 |
| EEM | ISHARES TR | $234.33万 | 0.29% | 41,263 | -408 | -1.0% | -$2.32万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $239.12万 | 0.29% | 17,287 | -546 | -3.1% | -$7.55万 | 减仓 |
| IJR | ISHARES TR | $240.89万 | 0.29% | 19,378 | 689 | 3.7% | $8.56万 | 加仓 |
| QQQ | INVESCO QQQ TR | $242.82万 | 0.30% | 4,207 | 9 | 0.2% | $5,195 | 加仓 |
| KLAC | KLA CORP | $248.10万 | 0.30% | 1,685 | 2 | 0.1% | $2,945 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $249.29万 | 0.30% | 25,160 | 748 | 3.1% | $7.41万 | 加仓 |
| CAT | CATERPILLAR INC | $274.75万 | 0.34% | 3,878 | -36 | -0.9% | -$2.55万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $283.91万 | 0.35% | 13,272 | -103 | -0.8% | -$2.20万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $286.93万 | 0.35% | 61,113 | -11,329 | -15.6% | -$53.19万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $290.75万 | 0.35% | 9,884 | 1,015 | 11.4% | $29.86万 | 加仓 |
| PEP | PEPSICO INC | $301.04万 | 0.37% | 19,386 | -3,262 | -14.4% | -$50.65万 | 减仓 |
| CVX | CHEVRON CORPORATION | $307.02万 | 0.37% | 14,839 | 4,500 | 43.5% | $93.11万 | 加仓 |
| AVGO | BROADCOM INC | $314.64万 | 0.38% | 10,166 | -42,258 | -80.6% | -$1,307.87万 | 减仓 |