Fort Point Capital Partners LLC
San Francisco CA · SEC CIK 0001589282
$14.35亿2026Q2 申报市值
254持仓数
57.2%前十大占比 · 第一大 26.1%
31 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VBIL 加仓+$1,604.03万
SCMB 加仓+$802.36万
VFLO 加仓+$689.32万
VOO 加仓+$679.53万
VTEB 加仓+$645.88万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$635.11万
CLSK 减仓-$218.25万
MUB 减仓-$202.40万
EQAL 重新持有-$132.16万
GRND 减仓-$130.71万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PWZ | INVESCO EXCH TRADED FD TR II | $31.99万 | 0.02% | 13,051 | 13,051 | — | $31.99万 | 新建仓 |
| SHOP | SHOPIFY INC | $30.89万 | 0.02% | 2,705 | -80 | -2.9% | -$9,134 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.80万 | 0.02% | 1,034 | 1,034 | — | $30.80万 | 新建仓 |
| NFLX | NETFLIX INC. | $30.52万 | 0.02% | 4,275 | -311 | -6.8% | -$2.22万 | 减仓 |
| DHI | D R HORTON INC | $30.47万 | 0.02% | 1,871 | 93 | 5.2% | $1.51万 | 加仓 |
| USIG | ISHARES TR | $30.27万 | 0.02% | 5,902 | 1,596 | 37.1% | $8.19万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $30.26万 | 0.02% | 1,830 | 48 | 2.7% | $7,936 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $29.98万 | 0.02% | 3,249 | -132 | -3.9% | -$1.22万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.80万 | 0.02% | 569 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $29.73万 | 0.02% | 5,338 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $29.45万 | 0.02% | 409 | 3 | 0.7% | $2,160 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.29万 | 0.02% | 575 | 16 | 2.9% | $8,151 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $29.17万 | 0.02% | 13,593 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $28.79万 | 0.02% | 3,130 | 3,130 | — | $28.79万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $28.79万 | 0.02% | 3,342 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $28.63万 | 0.02% | 1,295 | 1,295 | — | $28.63万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $28.48万 | 0.02% | 11,196 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $27.73万 | 0.02% | 717 | -35 | -4.7% | -$1.35万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $27.65万 | 0.02% | 3,234 | 3,234 | — | $27.65万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $27.28万 | 0.02% | 826 | 9 | 1.1% | $2,972 | 加仓 |
| JBL | JABIL INC | $26.83万 | 0.02% | 696 | 696 | — | $26.83万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $26.76万 | 0.02% | 7,907 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $26.39万 | 0.02% | 1,619 | 1,619 | — | $26.39万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $26.24万 | 0.02% | 23,470 | 0 | 0.0% | — | 不变 |
| CALM | CAL MAINE FOODS INC | $25.63万 | 0.02% | 3,182 | 0 | 0.0% | — | 不变 |
| ALLW | SSGA ACTIVE TR | $25.54万 | 0.02% | 8,726 | 8,726 | — | $25.54万 | 新建仓 |
| FLR | FLUOR CORP | $25.40万 | 0.02% | 4,848 | -41 | -0.8% | -$2,148 | 减仓 |
| BLK | BLACKROCK INC | $25.39万 | 0.02% | 264 | 264 | — | $25.39万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $24.80万 | 0.02% | 3,183 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $24.74万 | 0.02% | 9,373 | 9,373 | — | $24.74万 | 新建仓 |
| CI | THE CIGNA GROUP | $24.67万 | 0.02% | 895 | -45 | -4.8% | -$1.24万 | 减仓 |
| VCR | VANGUARD WORLD FD | $24.51万 | 0.02% | 618 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $24.15万 | 0.02% | 2,714 | -130 | -4.6% | -$1.16万 | 减仓 |
| UNP | UNION PAC CORP | $23.88万 | 0.02% | 878 | 23 | 2.7% | $6,256 | 加仓 |
| GABC | GERMAN AMERN BANCORP INC | $23.73万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $23.58万 | 0.02% | 4,440 | -2,883 | -39.4% | -$15.31万 | 重新持有 |
| YUM | YUM BRANDS INC | $23.41万 | 0.02% | 1,485 | 1,485 | — | $23.41万 | 新建仓 |
| NYF | ISHARES TR | $23.36万 | 0.02% | 4,334 | -3,144 | -42.0% | -$16.95万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $23.35万 | 0.02% | 2,110 | -154 | -6.8% | -$1.70万 | 减仓 |
| DHS | WISDOMTREE TR | $22.69万 | 0.02% | 2,036 | 2,036 | — | $22.69万 | 新建仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $22.24万 | 0.02% | 4,385 | 4,385 | — | $22.24万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $21.58万 | 0.02% | 12,385 | 12,385 | — | $21.58万 | 新建仓 |
| IXC | ISHARES TR | $21.41万 | 0.01% | 4,358 | 5 | 0.1% | $246 | 加仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $21.24万 | 0.01% | 4,000 | 4,000 | — | $21.24万 | 新建仓 |
| CVS | CVS HEALTH CORP | $21.06万 | 0.01% | 2,036 | 2,036 | — | $21.06万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.90万 | 0.01% | 2,896 | 2,896 | — | $20.90万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $20.72万 | 0.01% | 5,152 | 5,152 | — | $20.72万 | 新建仓 |
| IGV | ISHARES TR | $20.59万 | 0.01% | 2,273 | 2,273 | — | $20.59万 | 新建仓 |
| HYS | PIMCO ETF TR | $20.24万 | 0.01% | 2,164 | 2,164 | — | $20.24万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $19.96万 | 0.01% | 13,515 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $12.98万 | 0.01% | 10,646 | -4,022 | -27.4% | -$4.90万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $10.30万 | 0.01% | 10,099 | 0 | 0.0% | — | 不变 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $7.03万 | 0.00% | 10,885 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.18万 | 0.00% | 69 | 69 | — | $1.18万 | 新建仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,643 | -100.0% | -$59.74万 | 清仓 |
| AOM | ISHARES TR | $0 | 0.00% | 0 | -8,412 | -100.0% | -$39.85万 | 清仓 |
| VTEI | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -3,263 | -100.0% | -$32.61万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,647 | -100.0% | -$30.74万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -3,696 | -100.0% | -$24.12万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -4,188 | -100.0% | -$22.29万 | 清仓 |
| DVYE | ISHARES INC | $0 | 0.00% | 0 | -5,980 | -100.0% | -$20.56万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,181 | -100.0% | -$20.16万 | 清仓 |