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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY INC | $90.64万 | 0.11% | 6,202 | 30 | 0.5% | $4,384 | 加仓 |
| AMGN | AMGEN INC | $89.86万 | 0.11% | 2,554 | 48 | 1.9% | $1.69万 | 加仓 |
| DTCR | GLOBAL X FDS | $89.10万 | 0.11% | 37,186 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $86.74万 | 0.11% | 4,421 | 374 | 9.2% | $7.34万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $85.34万 | 0.10% | 8,035 | 287 | 3.7% | $3.05万 | 加仓 |
| MRK | MERCK & CO INC | $83.68万 | 0.10% | 6,908 | 43 | 0.6% | $5,209 | 加仓 |
| ALL | ALLSTATE CORP | $83.15万 | 0.10% | 3,990 | 102 | 2.6% | $2.13万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $82.84万 | 0.10% | 1,864 | -85 | -4.4% | -$3.78万 | 减仓 |
| KRE | SPDR SERIES TRUST | $82.83万 | 0.10% | 12,713 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.31万 | 0.10% | 3,396 | -319 | -8.6% | -$7.73万 | 减仓 |
| — | VENU HLDG CORP | $81.13万 | 0.10% | 245,103 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $80.53万 | 0.10% | 29,927 | -398 | -1.3% | -$1.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $79.52万 | 0.10% | 9,988 | 4,262 | 74.4% | $33.93万 | 加仓 |
| — | EXXON MOBIL CORP | $78.77万 | 0.10% | 4,643 | 483 | 11.6% | $8.19万 | 加仓 |
| CSCO | CISCO SYS INC | $77.45万 | 0.09% | 9,982 | 511 | 5.4% | $3.96万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.21万 | 0.09% | 2,208 | 56 | 2.6% | $1.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $74.90万 | 0.09% | 3,064 | 801 | 35.4% | $19.58万 | 加仓 |
| META | META PLATFORMS INC | $74.26万 | 0.09% | 1,298 | 583 | 81.5% | $33.36万 | 加仓 |
| PAVE | GLOBAL X FDS | $73.68万 | 0.09% | 14,502 | -27 | -0.2% | -$1,372 | 减仓 |
| HYD | VANECK ETF TRUST | $73.59万 | 0.09% | 14,676 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $69.83万 | 0.09% | 14,857 | 4,223 | 39.7% | $19.85万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $67.58万 | 0.08% | 10,275 | 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 |
| ESGE | ISHARES INC | $66.40万 | 0.08% | 14,603 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $65.66万 | 0.08% | 2,310 | 64 | 2.8% | $1.82万 | 加仓 |
| RTX | RTX CORPORATION | $64.04万 | 0.08% | 3,320 | 243 | 7.9% | $4.69万 | 加仓 |
| ESGD | ISHARES TR | $62.89万 | 0.08% | 6,577 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $60.15万 | 0.07% | 1,990 | 216 | 12.2% | $6.53万 | 加仓 |
| — | HONEYWELL INTL INC | $59.74万 | 0.07% | 2,643 | 106 | 4.2% | $2.40万 | 加仓 |
| BAC | BANK AMERICA CORP | $59.47万 | 0.07% | 12,200 | 795 | 7.0% | $3.88万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $59.07万 | 0.07% | 5,753 | 93 | 1.6% | $9,549 | 加仓 |
| GEV | GE VERNOVA INC | $58.87万 | 0.07% | 674 | 19 | 2.9% | $1.66万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $58.72万 | 0.07% | 4,065 | 1,622 | 66.4% | $23.43万 | 加仓 |
| T | AT&T INC | $58.69万 | 0.07% | 20,245 | 607 | 3.1% | $1.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $58.37万 | 0.07% | 2,157 | 39 | 1.8% | $1.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.29万 | 0.07% | 689 | 51 | 8.0% | $4.31万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $56.33万 | 0.07% | 5,056 | 5,056 | — | $56.33万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $54.78万 | 0.07% | 60,000 | 60,000 | — | $54.78万 | 新建仓 |
| QUAL | ISHARES TR | $54.20万 | 0.07% | 2,826 | 246 | 9.5% | $4.72万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $54.15万 | 0.07% | 7,210 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $52.99万 | 0.06% | 6,576 | 5 | 0.1% | $403 | 加仓 |
| DE | DEERE & CO | $52.88万 | 0.06% | 936 | 461 | 97.1% | $26.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $51.53万 | 0.06% | 10,266 | 416 | 4.2% | $2.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.00万 | 0.06% | 7,606 | 189 | 2.5% | $1.27万 | 加仓 |
| IVW | ISHARES TR | $50.27万 | 0.06% | 4,444 | 408 | 10.1% | $4.61万 | 加仓 |
| MSTR | STRATEGY INC | $47.36万 | 0.06% | 3,795 | 33 | 0.9% | $4,118 | 加仓 |
| FDX | FEDEX CORP | $46.67万 | 0.06% | 1,305 | -365 | -21.9% | -$13.05万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $46.27万 | 0.06% | 3,320 | 110 | 3.4% | $1.53万 | 加仓 |
| NFLX | NETFLIX INC. | $44.09万 | 0.05% | 4,586 | 180 | 4.1% | $1.73万 | 加仓 |
| GUNR | FLEXSHARES TR | $43.79万 | 0.05% | 7,939 | -614 | -7.2% | -$3.39万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $43.77万 | 0.05% | 6,316 | -1,926 | -23.4% | -$13.35万 | 减仓 |
| LQD | ISHARES TR | $43.19万 | 0.05% | 3,963 | 4 | 0.1% | $436 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $43.06万 | 0.05% | 6,576 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $40.73万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $40.24万 | 0.05% | 1,108 | 108 | 10.8% | $3.92万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $40.04万 | 0.05% | 6,602 | 207 | 3.2% | $1.26万 | 加仓 |
| AOM | ISHARES TR | $39.85万 | 0.05% | 8,412 | -103 | -1.2% | -$4,879 | 减仓 |
| NYF | ISHARES TR | $39.72万 | 0.05% | 7,478 | -22,028 | -74.7% | -$117.02万 | 减仓 |
| ESGU | ISHARES TR | $39.31万 | 0.05% | 2,780 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $38.33万 | 0.05% | 17,834 | 0 | 0.0% | — | 不变 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $37.76万 | 0.05% | 7,156 | -519 | -6.8% | -$2.74万 | 减仓 |
| MMM | 3M CO | $37.72万 | 0.05% | 2,597 | 65 | 2.6% | $9,440 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $37.57万 | 0.05% | 1,047 | 107 | 11.4% | $3.84万 | 加仓 |
| VLGEA | VILLAGE SUPER MKT INC | $37.55万 | 0.05% | 8,891 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $37.46万 | 0.05% | 1,541 | 158 | 11.4% | $3.84万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $37.36万 | 0.05% | 957 | -496 | -34.1% | -$19.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $37.09万 | 0.05% | 1,097 | 95 | 9.5% | $3.21万 | 加仓 |
| CLS | CELESTICA INC | $36.51万 | 0.04% | 1,296 | -204 | -13.6% | -$5.75万 | 减仓 |
| IWN | ISHARES TR | $36.15万 | 0.04% | 1,907 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $35.76万 | 0.04% | 6,792 | -171 | -2.5% | -$9,002 | 减仓 |
| IRM | IRON MTN INC DEL | $35.64万 | 0.04% | 3,463 | 3,463 | — | $35.64万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $33.91万 | 0.04% | 3,469 | -11 | -0.3% | -$1,075 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.79万 | 0.04% | 559 | 17 | 3.1% | $1.03万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $33.66万 | 0.04% | 1,565 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $33.38万 | 0.04% | 363 | -1 | -0.3% | -$920 | 减仓 |
| BXP | BXP INC | $33.08万 | 0.04% | 6,288 | 6,288 | — | $33.08万 | 新建仓 |
| SHOP | SHOPIFY INC | $33.04万 | 0.04% | 2,785 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $32.67万 | 0.04% | 5,745 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $32.61万 | 0.04% | 3,263 | -6,069 | -65.0% | -$60.66万 | 减仓 |
| IWF | ISHARES TR | $32.56万 | 0.04% | 763 | -325 | -29.9% | -$13.87万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $31.77万 | 0.04% | 3,381 | -300 | -8.1% | -$2.82万 | 减仓 |
| QCOM | QUALCOMM INC | $31.72万 | 0.04% | 2,463 | 277 | 12.7% | $3.57万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.75万 | 0.04% | 1,782 | 1,782 | — | $30.75万 | 新建仓 |
| CRM | SALESFORCE INC | $30.74万 | 0.04% | 1,647 | 77 | 4.9% | $1.44万 | 加仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $30.17万 | 0.04% | 5,338 | -2,218 | -29.4% | -$12.54万 | 减仓 |
| ACWI | ISHARES TR | $29.69万 | 0.04% | 2,146 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $29.34万 | 0.04% | 12,251 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.23万 | 0.04% | 419 | 0 | 0.0% | — | 不变 |
| FID | FIRST TR EXCHANGE TRADED FD | $28.47万 | 0.03% | 13,593 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $27.77万 | 0.03% | 11,196 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $26.91万 | 0.03% | 1,139 | 86 | 8.2% | $2.03万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.83万 | 0.03% | 23,470 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $26.48万 | 0.03% | 593 | 27 | 4.8% | $1.21万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $26.41万 | 0.03% | 569 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $26.11万 | 0.03% | 2,709 | 208 | 8.3% | $2.00万 | 加仓 |
| ROST | ROSS STORES INC | $25.87万 | 0.03% | 1,194 | 1,194 | — | $25.87万 | 新建仓 |
| ARTY | ISHARES TR | $25.68万 | 0.03% | 5,518 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $25.62万 | 0.03% | 2,264 | 2,264 | — | $25.62万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $25.19万 | 0.03% | 3,182 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $25.08万 | 0.03% | 4,353 | 4,353 | — | $25.08万 | 新建仓 |