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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $25.07万 | 0.03% | 940 | 80 | 9.3% | $2.13万 | 加仓 |
| INTC | INTEL CORP | $24.98万 | 0.03% | 5,661 | 75 | 1.3% | $3,310 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $24.96万 | 0.03% | 3,183 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.45万 | 0.03% | 623 | 623 | — | $24.45万 | 新建仓 |
| DHI | D R HORTON INC | $24.40万 | 0.03% | 1,778 | 1,778 | — | $24.40万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $24.33万 | 0.03% | 557 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $24.12万 | 0.03% | 3,696 | -961 | -20.6% | -$6.27万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $23.84万 | 0.03% | 817 | -457 | -35.9% | -$13.33万 | 减仓 |
| IDEV | ISHARES TR | $23.77万 | 0.03% | 2,844 | -1,274 | -30.9% | -$10.65万 | 减仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $23.53万 | 0.03% | 13,515 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $23.03万 | 0.03% | 7,907 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $22.93万 | 0.03% | 1,127 | 136 | 13.7% | $2.77万 | 加仓 |
| FLR | FLUOR CORP | $22.81万 | 0.03% | 4,889 | 41 | 0.8% | $1,913 | 加仓 |
| NKE | NIKE INC | $22.29万 | 0.03% | 4,188 | 19 | 0.5% | $1,011 | 加仓 |
| PWR | QUANTA SVCS INC | $22.29万 | 0.03% | 406 | 406 | — | $22.29万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $22.19万 | 0.03% | 618 | -3 | -0.5% | -$1,077 | 减仓 |
| USIG | ISHARES TR | $22.06万 | 0.03% | 4,306 | 172 | 4.2% | $8,812 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $22.01万 | 0.03% | 752 | 84 | 12.6% | $2.46万 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $20.89万 | 0.03% | 5,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $20.75万 | 0.03% | 855 | 855 | — | $20.75万 | 新建仓 |
| DVYE | ISHARES INC | $20.56万 | 0.03% | 5,980 | 5,980 | — | $20.56万 | 新建仓 |
| PFE | PFIZER INC | $20.16万 | 0.02% | 7,181 | 7,181 | — | $20.16万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $16.97万 | 0.02% | 14,668 | 14,668 | — | $16.97万 | 新建仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $9.75万 | 0.01% | 10,099 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $6.85万 | 0.01% | 10,885 | 0 | 0.0% | — | 不变 |
| 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 |