TRUST POINT INC.
LA CROSSE WI · SEC CIK 0001635633
$11.51亿2026Q1 申报市值
521持仓数
50.9%前十大占比 · 第一大 11.7%
56 / 12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
IVOV 新建仓+$6,541.36万
KRE 新建仓+$3,497.60万
IJR 加仓+$305.59万
IWD 加仓+$126.39万
JNJ 加仓+$107.77万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$1.37亿
ISTB 减仓-$3,374.52万
IVLU 减仓-$986.35万
QGRW 减仓-$589.43万
VV 减仓-$406.02万
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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $407.69万 | 0.35% | 13,489 | 241 | 1.8% | $7.28万 | 加仓 |
| VBR | VANGUARD | $414.51万 | 0.36% | 19,080 | -11,278 | -37.2% | -$245.01万 | 减仓 |
| VOO | VANGUARD | $415.00万 | 0.36% | 6,945 | -4,378 | -38.7% | -$261.61万 | 减仓 |
| WFC | WELLS FARGO & CO | $415.00万 | 0.36% | 52,129 | 4,844 | 10.2% | $38.56万 | 加仓 |
| TSLA | TESLA INC | $441.79万 | 0.38% | 11,884 | -554 | -4.5% | -$20.60万 | 减仓 |
| IEFA | ISHARES | $447.82万 | 0.39% | 49,466 | 2,897 | 6.2% | $26.23万 | 加仓 |
| META | META PLATFORMS INC | $483.11万 | 0.42% | 8,444 | -634 | -7.0% | -$36.27万 | 减仓 |
| GOOG | ALPHABET INC | $504.41万 | 0.44% | 17,584 | -641 | -3.5% | -$18.39万 | 减仓 |
| JNJ | JOHNSON & JOHNSON CO | $599.27万 | 0.52% | 24,516 | 4,409 | 21.9% | $107.77万 | 加仓 |
| WMT | WALMART INC | $651.19万 | 0.57% | 52,397 | -2,710 | -4.9% | -$33.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $653.68万 | 0.57% | 22,222 | 605 | 2.8% | $17.80万 | 加仓 |
| AMZN | AMAZON COM INC | $688.56万 | 0.60% | 33,061 | -2,870 | -8.0% | -$59.77万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC | $710.99万 | 0.62% | 14,837 | -1,054 | -6.6% | -$50.51万 | 减仓 |
| VEU | VANGUARD | $739.22万 | 0.64% | 98,431 | -41,567 | -29.7% | -$312.17万 | 减仓 |
| IVLU | ISHARES | $755.17万 | 0.66% | 190,315 | -248,576 | -56.6% | -$986.35万 | 减仓 |
| FAST | FASTENAL CO | $755.32万 | 0.66% | 162,784 | 630 | 0.4% | $2.92万 | 加仓 |
| SCHM | SCHWAB | $759.66万 | 0.66% | 245,368 | -48,115 | -16.4% | -$148.96万 | 减仓 |
| IVV | ISHARES | $849.96万 | 0.74% | 13,012 | -132 | -1.0% | -$8.62万 | 减仓 |
| IWR | ISHARES | $882.80万 | 0.77% | 90,795 | -1,969 | -2.1% | -$19.14万 | 减仓 |
| AVGO | BROADCOM INC | $952.70万 | 0.83% | 30,781 | -912 | -2.9% | -$28.23万 | 减仓 |
| VTI | VANGUARD | $1,096.37万 | 0.95% | 34,175 | -164 | -0.5% | -$5.26万 | 减仓 |
| — | EXXON MOBIL CORP | $1,134.47万 | 0.99% | 66,867 | -970 | -1.4% | -$16.46万 | 减仓 |
| GOOGL | ALPHABET INC | $1,164.76万 | 1.01% | 40,505 | 171 | 0.4% | $4.92万 | 加仓 |
| SPY | SPDR | $1,293.33万 | 1.12% | 19,887 | 136 | 0.7% | $8.84万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,353.30万 | 1.18% | 36,559 | -1,719 | -4.5% | -$63.63万 | 减仓 |
| IVE | ISHARES | $1,464.68万 | 1.27% | 69,367 | -679 | -1.0% | -$14.34万 | 减仓 |
| IVW | ISHARES | $1,716.44万 | 1.49% | 151,750 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES | $1,970.89万 | 1.71% | 55,275 | -1,389 | -2.5% | -$49.53万 | 减仓 |
| NVDA | NVIDIA CORP | $2,027.47万 | 1.76% | 116,255 | -567 | -0.5% | -$9.89万 | 减仓 |
| AAPL | APPLE INC | $2,640.89万 | 2.30% | 104,058 | -499 | -0.5% | -$12.66万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP INC | $3,325.74万 | 2.89% | 369,076 | -367 | -0.1% | -$3.31万 | 减仓 |
| KRE | STATE STREET SPDR | $3,497.60万 | 3.04% | 536,853 | 536,853 | — | $3,497.60万 | 新建仓 |
| PWR | QUANTA SERVICES INC | $3,871.03万 | 3.36% | 70,508 | -3,269 | -4.4% | -$179.47万 | 减仓 |
| ISTB | ISHARES | $5,296.08万 | 4.60% | 1,092,877 | -696,352 | -38.9% | -$3,374.52万 | 减仓 |
| VV | VANGUARD | $5,770.43万 | 5.01% | 193,088 | -13,586 | -6.6% | -$406.02万 | 减仓 |
| IVOV | VANGUARD | $6,541.36万 | 5.68% | 641,623 | 641,623 | — | $6,541.36万 | 新建仓 |
| VIG | VANGUARD | $1.22亿 | 10.56% | 565,259 | -636,527 | -53.0% | -$1.37亿 | 减仓 |
| QGRW | WISDOMTREE | $1.34亿 | 11.65% | 2,510,018 | -110,319 | -4.2% | -$589.43万 | 减仓 |