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 |
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDS | $339.00万 | 0.41% | 38,219 | 214 | 0.6% | $1.90万 | 加仓 |
| IWR | ISHARES TR | $341.78万 | 0.42% | 35,152 | 4,153 | 13.4% | $40.38万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $348.36万 | 0.43% | 105,723 | -71 | -0.1% | -$2,339 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $381.87万 | 0.47% | 7,969 | 188 | 2.4% | $9.01万 | 加仓 |
| SGOV | ISHARES TR | $383.50万 | 0.47% | 38,099 | -2,734 | -6.7% | -$27.52万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $386.80万 | 0.47% | 124,937 | 41,901 | 50.5% | $129.73万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $398.30万 | 0.49% | 22,837 | 1,858 | 8.9% | $32.41万 | 加仓 |
| VB | VANGUARD INDEX FDS | $412.71万 | 0.50% | 15,757 | -142 | -0.9% | -$3.72万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $530.07万 | 0.65% | 16,523 | 128 | 0.8% | $4.11万 | 加仓 |
| GOOGL | ALPHABET INC | $601.05万 | 0.73% | 20,902 | 1,380 | 7.1% | $39.68万 | 加仓 |
| GRND | GRINDR INC | $601.48万 | 0.73% | 497,500 | 272,500 | 121.1% | $329.45万 | 加仓 |
| CLSK | CLEANSPARK INC | $603.40万 | 0.74% | 709,052 | -400,000 | -36.1% | -$340.40万 | 减仓 |
| AMZN | AMAZON COM INC | $621.44万 | 0.76% | 29,838 | 1,664 | 5.9% | $34.66万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $624.02万 | 0.76% | 82,488 | -37,994 | -31.5% | -$287.43万 | 减仓 |
| MBB | ISHARES TR | $633.69万 | 0.77% | 66,739 | -2,965 | -4.3% | -$28.15万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $638.61万 | 0.78% | 161,756 | 86,655 | 115.4% | $342.11万 | 加仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $640.67万 | 0.78% | 11,100 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR 看跌期权 | $640.67万 | 0.78% | 11,100 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $646.33万 | 0.79% | 9 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $697.17万 | 0.85% | 99,952 | -3,412 | -3.3% | -$23.80万 | 减仓 |
| MSFT | MICROSOFT CORP | $795.46万 | 0.97% | 21,489 | 3,551 | 19.8% | $131.45万 | 加仓 |
| GOOG | ALPHABET INC | $806.51万 | 0.98% | 28,115 | 172 | 0.6% | $4.93万 | 加仓 |
| IWB | ISHARES TR | $811.92万 | 0.99% | 22,771 | -1,132 | -4.7% | -$40.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $942.25万 | 1.15% | 242,474 | -3,784 | -1.5% | -$14.70万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $963.66万 | 1.18% | 331,384 | -10,765 | -3.1% | -$31.30万 | 减仓 |
| VO | VANGUARD INDEX FDS | $966.77万 | 1.18% | 33,664 | -3,646 | -9.8% | -$104.71万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,011.33万 | 1.23% | 221,540 | 20,769 | 10.3% | $94.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,031.31万 | 1.26% | 190,807 | -3,516 | -1.8% | -$19.00万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,534.60万 | 1.87% | 620,041 | -5,492 | -0.9% | -$13.59万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $1,539.04万 | 1.88% | 328,084 | -10,376 | -3.1% | -$48.67万 | 减仓 |
| EFA | ISHARES TR | $1,680.52万 | 2.05% | 173,018 | -6,347 | -3.5% | -$61.65万 | 减仓 |
| AAPL | APPLE INC | $1,741.78万 | 2.13% | 68,631 | 20,001 | 41.1% | $507.60万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $1,793.39万 | 2.19% | 703,844 | -58,206 | -7.6% | -$148.31万 | 减仓 |
| IVV | ISHARES TR | $1,993.16万 | 2.43% | 30,513 | 5,132 | 20.2% | $335.23万 | 加仓 |
| FRPT | FRESHPET INC | $2,047.43万 | 2.50% | 347,257 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,154.77万 | 2.63% | 336,262 | -35,779 | -9.6% | -$229.27万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $2,269.69万 | 2.77% | 34,900 | 1,100 | 3.3% | $71.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,594.86万 | 3.17% | 39,900 | 1,100 | 2.8% | $71.54万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,618.45万 | 3.20% | 285,733 | 33,271 | 13.2% | $304.89万 | 加仓 |
| MUB | ISHARES TR | $3,470.43万 | 4.24% | 326,937 | 81,895 | 33.4% | $869.31万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3,747.90万 | 4.58% | 751,234 | -284,414 | -27.5% | -$1,418.94万 | 减仓 |
| IEFA | ISHARES TR | $3,846.10万 | 4.70% | 424,843 | -9,133 | -2.1% | -$82.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $4,691.50万 | 5.73% | 78,512 | -10,717 | -12.0% | -$640.40万 | 减仓 |
| AGG | ISHARES TR | $4,748.83万 | 5.80% | 478,375 | 19,978 | 4.4% | $198.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $6,480.60万 | 7.91% | 99,378 | -1,893 | -1.9% | -$123.45万 | 减仓 |