HighPoint Advisor Group LLC
DOWNERS GROVE IL · SEC CIK 0001616034
$23.86亿2026Q1 申报市值
642持仓数
27.0%前十大占比 · 第一大 6.6%
29 / 428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
FESM 新建仓+$1,241.66万
SPYM 加仓+$1,145.02万
DGRW 加仓+$956.75万
JMTG 加仓+$917.73万
SPTI 加仓+$802.65万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$2.41亿
NVDA 减仓-$1.43亿
MSFT 减仓-$7,680.53万
AMZN 减仓-$7,026.25万
JPM 减仓-$5,594.10万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET | $1.59亿 | 6.64% | 243,802 | -26,421 | -9.8% | -$1,718.26万 | 减仓 |
| SPDW | STATE STREET | $7,082.30万 | 2.97% | 1,551,434 | 76,503 | 5.2% | $349.24万 | 加仓 |
| SPYG | STATE STREET | $6,536.91万 | 2.74% | 667,644 | 24,894 | 3.9% | $243.74万 | 加仓 |
| QQQ | INVESCO QQQ | $6,280.27万 | 2.63% | 108,810 | -18,401 | -14.5% | -$1,062.06万 | 减仓 |
| XLK | STATE STREET | $6,268.49万 | 2.63% | 471,669 | 12,495 | 2.7% | $166.06万 | 加仓 |
| SPYM | STATE STREET | $4,998.04万 | 2.09% | 652,997 | 149,598 | 29.7% | $1,145.02万 | 加仓 |
| DGRW | WISDOMTREE US | $4,991.43万 | 2.09% | 568,241 | 108,920 | 23.7% | $956.75万 | 加仓 |
| JIRE | JPMORGAN | $4,207.81万 | 1.76% | 555,560 | 77,866 | 16.3% | $589.76万 | 加仓 |
| ITOT | ISHARES CORE | $4,072.53万 | 1.71% | 285,932 | -137 | -0.0% | -$1.95万 | 减仓 |
| DFAI | DIMENSIONAL INTL | $4,069.67万 | 1.71% | 1,044,576 | 70,485 | 7.2% | $274.61万 | 加仓 |
| AVEM | AVANTIS EMERGING | $3,962.52万 | 1.66% | 491,750 | 15,283 | 3.2% | $123.15万 | 加仓 |
| NVDA | NVIDIA CORP | $3,917.88万 | 1.64% | 224,649 | -820,283 | -78.5% | -$1.43亿 | 减仓 |
| AAPL | APPLE INC | $3,675.04万 | 1.54% | 144,806 | -948,035 | -86.7% | -$2.41亿 | 减仓 |
| SPYV | STATE STREET | $3,332.38万 | 1.40% | 588,967 | -13,591 | -2.3% | -$76.90万 | 减仓 |
| SPTM | STATE STREET | $2,933.12万 | 1.23% | 370,999 | -16,812 | -4.3% | -$132.92万 | 减仓 |
| CGGR | CAPITAL GROUP | $2,917.17万 | 1.22% | 725,845 | 84,300 | 13.1% | $338.80万 | 加仓 |
| SPSM | STATE STREET | $2,742.74万 | 1.15% | 567,620 | -116,893 | -17.1% | -$564.83万 | 减仓 |
| AMZN | AMAZON COM | $2,303.98万 | 0.97% | 110,625 | -337,363 | -75.3% | -$7,026.25万 | 减仓 |
| CGUS | CAPITAL GROUP | $2,300.20万 | 0.96% | 598,699 | 16,174 | 2.8% | $62.14万 | 加仓 |
| JMTG | JPMORGAN MORTGAE | $2,288.94万 | 0.96% | 448,811 | 179,947 | 66.9% | $917.73万 | 加仓 |
| SPTI | STATE STREET | $2,273.44万 | 0.95% | 793,244 | 280,059 | 54.6% | $802.65万 | 加仓 |
| VTI | VANGUARD TOTAL | $2,181.43万 | 0.91% | 67,998 | 2,632 | 4.0% | $84.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,146.09万 | 0.90% | 57,976 | -207,487 | -78.2% | -$7,680.53万 | 减仓 |
| JHMM | JOHN HANCOCK | $2,050.03万 | 0.86% | 305,427 | -14,994 | -4.7% | -$100.64万 | 减仓 |
| CGDV | CAPITAL GROUP | $1,888.30万 | 0.79% | 443,887 | 24,998 | 6.0% | $106.34万 | 加仓 |
| BINC | ISHARES FLEXIBLE | $1,881.93万 | 0.79% | 362,397 | 32,640 | 9.9% | $169.50万 | 加仓 |
| FTGC | FIRST TRUST | $1,739.74万 | 0.73% | 605,971 | 18,491 | 3.1% | $53.09万 | 加仓 |
| XLC | STATE STREET | $1,731.76万 | 0.73% | 156,212 | 3,394 | 2.2% | $37.63万 | 加仓 |
| XSOE | WISDOMTREE EMERGING | $1,728.99万 | 0.72% | 431,168 | -89,324 | -17.2% | -$358.19万 | 减仓 |
| BILS | STATE STREET | $1,723.37万 | 0.72% | 173,308 | 19,549 | 12.7% | $194.39万 | 加仓 |
| AVUV | AVANTIS U S | $1,710.91万 | 0.72% | 154,876 | 32,800 | 26.9% | $362.34万 | 加仓 |
| XLV | STATE STREET | $1,687.19万 | 0.71% | 115,080 | -4,171 | -3.5% | -$61.15万 | 减仓 |
| XLF | STATE STREET | $1,651.44万 | 0.69% | 334,503 | 11,890 | 3.7% | $58.70万 | 加仓 |
| BIL | STATE STREET | $1,622.77万 | 0.68% | 177,081 | 6,758 | 4.0% | $61.93万 | 加仓 |
| GOOG | ALPHABET INC | $1,582.03万 | 0.66% | 55,150 | -158,913 | -74.2% | -$4,558.57万 | 减仓 |
| XLY | STATE STREET | $1,568.78万 | 0.66% | 143,951 | -9,841 | -6.4% | -$107.25万 | 减仓 |
| IUS | INVESCO RAFI | $1,557.55万 | 0.65% | 268,943 | -79,907 | -22.9% | -$462.77万 | 减仓 |
| JPUS | JPMORGAN DIVERSIFIED | $1,544.24万 | 0.65% | 118,596 | -35,738 | -23.2% | -$465.34万 | 减仓 |
| GOOGL | ALPHABET INC | $1,497.83万 | 0.63% | 52,088 | -151,866 | -74.5% | -$4,367.02万 | 减仓 |
| IVV | ISHARES CORE | $1,440.17万 | 0.60% | 22,048 | -8 | -0.0% | -$5,226 | 减仓 |
| TMSL | T ROWE | $1,384.16万 | 0.58% | 377,464 | -201,811 | -34.8% | -$740.04万 | 减仓 |
| XLI | STATE STREET | $1,374.76万 | 0.58% | 85,003 | 1,479 | 1.8% | $23.92万 | 加仓 |
| MDY | SPDR S&P | $1,363.49万 | 0.57% | 22,107 | 2 | 0.0% | $1,234 | 加仓 |
| CGCV | CAPITAL GROUP | $1,363.05万 | 0.57% | 457,244 | 13,274 | 3.0% | $39.57万 | 加仓 |
| FESM | FIDELITY COVINGTON | $1,241.66万 | 0.52% | 326,752 | 326,752 | — | $1,241.66万 | 新建仓 |
| GLD | SPDR GOLD | $1,221.81万 | 0.51% | 28,395 | -9,612 | -25.3% | -$413.60万 | 减仓 |
| USFR | WISDOMTREE FLOATING | $1,204.51万 | 0.50% | 239,275 | -756 | -0.3% | -$3.81万 | 减仓 |
| BUFR | FIRST TRUST | $1,160.00万 | 0.49% | 343,501 | 37,389 | 12.2% | $126.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $1,155.17万 | 0.48% | 24,106 | -68,816 | -74.1% | -$3,297.69万 | 减仓 |
| ABBV | ABBVIE INC | $1,140.25万 | 0.48% | 52,428 | -198,802 | -79.1% | -$4,323.73万 | 减仓 |
| JPM | JPMORGAN CHASE | $1,074.36万 | 0.45% | 36,523 | -190,172 | -83.9% | -$5,594.10万 | 减仓 |
| AVGO | BROADCOM INC | $1,050.73万 | 0.44% | 33,948 | -104,107 | -75.4% | -$3,222.25万 | 减仓 |
| CGGO | CAPITAL GROUP | $983.67万 | 0.41% | 294,778 | -11,319 | -3.7% | -$37.77万 | 减仓 |
| CAT | CATERPILLAR INC | $977.73万 | 0.41% | 13,801 | -35,672 | -72.1% | -$2,527.17万 | 减仓 |
| META | META PLATFORMS | $971.24万 | 0.41% | 16,976 | -59,409 | -77.8% | -$3,398.95万 | 减仓 |
| SPEM | STATE STREET | $950.60万 | 0.40% | 202,643 | -38,085 | -15.8% | -$178.66万 | 减仓 |
| XLP | STATE STREET | $935.49万 | 0.39% | 114,112 | -7,013 | -5.8% | -$57.49万 | 减仓 |
| XLU | STATE STREET | $928.45万 | 0.39% | 202,321 | 49,805 | 32.7% | $228.56万 | 加仓 |
| RSP | INVESCO S&P | $915.67万 | 0.38% | 47,711 | 656 | 1.4% | $12.59万 | 加仓 |
| QQQM | INVESCO NASDAQ | $882.96万 | 0.37% | 37,159 | -2,251 | -5.7% | -$53.49万 | 减仓 |
| FBND | FIDELITY TOTAL | $866.04万 | 0.36% | 189,838 | -14,928 | -7.3% | -$68.10万 | 减仓 |
| DGRO | ISHARES CORE | $817.62万 | 0.34% | 116,503 | -1,728 | -1.5% | -$12.13万 | 减仓 |
| XMHQ | INVESCO S&P | $815.78万 | 0.34% | 78,918 | -41,313 | -34.4% | -$427.05万 | 减仓 |
| VTV | VANGUARD VALUE | $802.08万 | 0.34% | 40,881 | 233 | 0.6% | $4.57万 | 加仓 |
| IJR | ISHARES CORE | $792.81万 | 0.33% | 63,777 | -5,866 | -8.4% | -$72.92万 | 减仓 |
| WMT | WALMART INC | $760.79万 | 0.32% | 61,216 | -178,622 | -74.5% | -$2,219.91万 | 减仓 |
| FTSM | FIRST TRUST | $756.77万 | 0.32% | 126,592 | 32,232 | 34.2% | $192.68万 | 加仓 |
| VOO | VANGUARD S&P | $752.89万 | 0.32% | 12,600 | -148 | -1.2% | -$8.84万 | 减仓 |
| SPBO | STATE STREET | $752.16万 | 0.32% | 259,097 | 103,565 | 66.6% | $300.65万 | 加仓 |
| SPHY | STATE STREET | $742.10万 | 0.31% | 318,223 | 5,320 | 1.7% | $12.41万 | 加仓 |
| XSHQ | INVESCO S&P | $717.57万 | 0.30% | 170,202 | -114,661 | -40.3% | -$483.41万 | 减仓 |
| CVX | CHEVRON CORP | $712.08万 | 0.30% | 34,417 | -166,355 | -82.9% | -$3,441.84万 | 减仓 |
| SPTS | STATE STREET | $705.57万 | 0.30% | 241,799 | 5,057 | 2.1% | $14.76万 | 加仓 |
| COST | COSTCO WHOLESALE | $692.49万 | 0.29% | 6,950 | -20,005 | -74.2% | -$1,993.28万 | 减仓 |
| YEAR | AB ULTRA | $687.88万 | 0.29% | 136,282 | 108,756 | 395.1% | $548.95万 | 加仓 |
| FMB | FIRST TRUST | $678.22万 | 0.28% | 133,877 | -16,292 | -10.8% | -$82.54万 | 减仓 |
| SMMU | PIMCO SHORT | $659.59万 | 0.28% | 130,741 | -628 | -0.5% | -$3.17万 | 减仓 |
| XAR | STATE STREER | $651.29万 | 0.27% | 25,643 | 8,320 | 48.0% | $211.31万 | 加仓 |
| IWM | ISHARES RUSSELL | $647.65万 | 0.27% | 26,115 | -1,060 | -3.9% | -$26.29万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES | $645.69万 | 0.27% | 44,141 | -111,036 | -71.6% | -$1,624.23万 | 减仓 |
| JBND | JPMORGAN ACTIVE | $644.99万 | 0.27% | 119,953 | 3,549 | 3.0% | $19.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $636.05万 | 0.27% | 26,021 | -85,722 | -76.7% | -$2,095.35万 | 减仓 |
| IJH | ISHARES CORE | $629.47万 | 0.26% | 93,214 | -7,050 | -7.0% | -$47.61万 | 减仓 |
| DIVO | AMPLIFY CWP | $614.66万 | 0.26% | 137,048 | 10,765 | 8.5% | $48.28万 | 加仓 |
| DYNF | ISHARES U S | $600.49万 | 0.25% | 103,212 | 4,986 | 5.1% | $29.01万 | 加仓 |
| XLE | STATE STREET | $600.03万 | 0.25% | 97,947 | 2,980 | 3.1% | $18.26万 | 加仓 |
| TSLA | TESLA INC | $591.14万 | 0.25% | 15,901 | -94,185 | -85.6% | -$3,501.43万 | 减仓 |
| SPMO | INVESCO S&P | $585.84万 | 0.25% | 52,256 | 5,377 | 11.5% | $60.28万 | 加仓 |
| TLH | ISHARES 10-20YR | $584.42万 | 0.24% | 58,025 | 15,948 | 37.9% | $160.63万 | 加仓 |
| — | EXXON MOBIL | $557.21万 | 0.23% | 32,842 | -193,779 | -85.5% | -$3,287.70万 | 减仓 |
| FLMI | FRANKLIN DYNAMIC | $556.47万 | 0.23% | 224,474 | 16,241 | 7.8% | $40.26万 | 加仓 |
| COWZ | PACER US | $540.10万 | 0.23% | 86,333 | 3,429 | 4.1% | $21.45万 | 加仓 |
| SPMD | STATE STREET | $525.12万 | 0.22% | 88,672 | 1,477 | 1.7% | $8.75万 | 加仓 |
| FWD | AB DISRUPTORS | $522.73万 | 0.22% | 48,151 | 48,151 | — | $522.73万 | 新建仓 |
| VUG | VANGUARD GROWTH | $521.54万 | 0.22% | 11,940 | 413 | 3.6% | $18.04万 | 加仓 |
| JMUB | JPMORGAN | $512.08万 | 0.21% | 102,436 | 33,316 | 48.2% | $166.55万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $504.02万 | 0.21% | 23,436 | 1,431 | 6.5% | $30.78万 | 加仓 |
| JAAA | JANUS HENDERSON | $502.81万 | 0.21% | 99,823 | -160 | -0.2% | -$8,059 | 减仓 |
| JQUA | JPMORGAN US | $499.45万 | 0.21% | 81,449 | 848 | 1.1% | $5.20万 | 加仓 |
| RDVI | FIRST TRUST | $497.63万 | 0.21% | 194,765 | 14,874 | 8.3% | $38.00万 | 加仓 |