13F 机构持仓

Pointe Capital Management LLC

GROSSE POINTE FARMS MI · SEC CIK 0001640335

2026Q22026Q1 更早 9 个季度 🔒
$2.23亿2026Q2 申报市值
157持仓数
44.2%前十大占比 · 第一大 9.0%
5 / 3新建仓 / 清仓
申报市值走势$2.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IWF 9.0%
VYM 7.0%
VCSH 5.9%
SHY 5.0%
IWD 3.7%
IEMG 3.7%
AAPL 3.1%
BRK/B 2.7%
GLD 2.5%
EFA 1.6%

2026Q2 买入最多 按季末市值估算

VCSH 加仓+$160.90万
SHY 加仓+$150.02万
XOM 新建仓+$103.72万
IWF 加仓+$76.45万
IWD 加仓+$54.26万

2026Q2 卖出最多 按季末市值估算

EXXON MOBIL CORP 清仓-$128.70万
KMB 清仓-$24.77万
RKT 清仓-$21.85万
CSQ 减仓-$17.47万
XEXGX 减仓-$17.36万

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
— EXXON MOBIL CORP $00.00%0 -7,586-100.0% -$128.70万 清仓
KMB KIMBERLY-CLARK CORP $00.00%0 -2,568-100.0% -$24.77万 清仓
RKT ROCKET COS INC COM $00.00%0 -15,330-100.0% -$21.85万 清仓
ENB ENBRIDGE INC $20.30万0.09%3,744 00.0% — 不变
VGT VANGUARD INFORMATION TECHNOLOGY ETF $20.37万0.09%1,704 1,704— $20.37万 新建仓
PAA PLAINS ALL AMERICAN PIPELINE LP $20.99万0.09%9,430 -420-4.3% -$9,349 减仓
VEA VANGUARD FTSE DEVELOPED MARKETS ETF $21.22万0.09%2,978 2,978— $21.22万 新建仓
PSX PHILLIPS 66 $21.32万0.10%1,261 524.3% $8,791 加仓
ALB ALBEMARLE CORP $22.20万0.10%1,644 -650-28.3% -$8.78万 减仓
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF $22.57万0.10%7,718 00.0% — 不变
IVW ISHARES S&P 500 GROWTH ETF $22.77万0.10%1,656 00.0% — 重新持有
IWR ISHARES RUSSELL MIDCAP ETF $23.02万0.10%2,087 00.0% — 不变
CSX CSX CORP $23.10万0.10%4,860 4,860— $23.10万 新建仓
WMT WALMART INC $23.11万0.10%2,040 32719.1% $3.70万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INCME $23.15万0.10%19,715 -1,300-6.2% -$1.53万 减仓
CINF CINCINNATI FINL CORP $23.33万0.10%1,260 00.0% — 重新持有
— MUNIYIELD MICH INSD FD INC $23.62万0.11%19,250 00.0% — 不变
F FORD MOTOR COMPANY $23.67万0.11%17,027 -2,000-10.5% -$2.78万 减仓
BLW BLACKROCK LIMITED DURATION INCOME TRUST $23.81万0.11%19,063 -6,579-25.7% -$8.22万 减仓
PFE PFIZER INC $24.27万0.11%10,080 00.0% — 不变
LOW LOWES COS INC $25.07万0.11%1,137 403.6% $8,820 加仓
IYG ISHARES US FINANCIAL SERVICES ETF $25.20万0.11%2,786 00.0% — 不变
O REALTY INCOME CORP $25.37万0.11%4,094 00.0% — 不变
LEN LENNAR CORP $25.68万0.11%2,838 00.0% — 不变
JNJ JOHNSON & JOHNSON $26.01万0.12%1,024 454.6% $1.14万 加仓
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $26.35万0.12%5,710 00.0% — 不变
YUM YUM! BRANDS INC $26.62万0.12%1,665 00.0% — 不变
CMS CMS ENERGY CORP $26.89万0.12%3,515 00.0% — 不变
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $27.03万0.12%1,752 00.0% — 不变
TEL TE CONNECTIVITY LTD $27.16万0.12%1,347 00.0% — 不变
XLF FINANCIAL SELECT SECTOR SPDR $27.19万0.12%5,072 -1,000-16.5% -$5.36万 减仓
AXP AMERICAN EXPRESS CO $27.40万0.12%810 11115.9% $3.75万 加仓
CTVA CORTEVA INC $27.41万0.12%3,236 00.0% — 不变
MS MORGAN STANLEY $27.53万0.12%1,317 00.0% — 不变
USB US BANCORP $27.62万0.12%4,573 00.0% — 不变
TSLA TESLA MOTORS INC $27.63万0.12%657 00.0% — 不变
DTE DTE ENERGY CO $27.87万0.12%1,829 00.0% — 不变
ORI OLD REP INTL CORP $29.13万0.13%7,119 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $29.37万0.13%4,102 -100-2.4% -$7,160 减仓
HD HOME DEPOT $29.94万0.13%849 -15-1.7% -$5,290 减仓
MRK MERCK & CO INC $30.66万0.14%2,386 -45-1.9% -$5,782 减仓
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF $30.77万0.14%7,255 00.0% — 不变
ABT ABBOTT LABORATORIES $32.26万0.14%3,555 -387-9.8% -$3.51万 减仓
AMAT APPLIED MATLS INC $32.39万0.14%448 448— $32.39万 新建仓
KMI KINDER MORGAN INC $32.95万0.15%10,307 00.0% — 不变
QCOM QUALCOMM INC $33.26万0.15%1,800 -150-7.7% -$2.77万 减仓
NSC NORFOLK SOUTHERN CRP $33.69万0.15%1,071 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $35.07万0.16%1,412 00.0% — 不变
PM PHILIP MORRIS INTL INC $35.24万0.16%1,948 00.0% — 不变
MNST MONSTER BEVERAGE CORP $36.91万0.17%3,840 00.0% — 不变
DIS DISNEY WALT CO $37.27万0.17%3,872 00.0% — 不变
VT VANGUARD TOTAL WORLD STOCK ETF $37.75万0.17%2,405 -634-20.9% -$9.95万 减仓
SPYI NEOS S&P 500 HIGH INCOME ETF $37.87万0.17%7,134 00.0% — 不变
BSV VANGUARD SHORT TERM BOND $38.88万0.17%4,990 -670-11.8% -$5.22万 减仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $38.97万0.17%6,340 -425-6.3% -$2.61万 减仓
NEE NEXTERA ENERGY INC $40.02万0.18%4,560 641.4% $5,617 加仓
DHR DANAHER CORP $40.27万0.18%2,114 00.0% — 不变
AZN ASTRAZENECA PLC $40.60万0.18%2,170 -594-21.5% -$11.11万 减仓
CFG CITIZENS FINL GROUP INC $41.78万0.19%5,963 00.0% — 不变
XEVVX EATON VANCE LTD DURATION INCOME FD $41.81万0.19%44,619 -3,508-7.3% -$3.29万 减仓
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF $42.64万0.19%9,384 -480-4.9% -$2.18万 减仓
IWB ISHARES RUSSELL 1000 ETF $43.37万0.19%1,059 -270-20.3% -$11.06万 减仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI $44.26万0.20%23,747 -560-2.3% -$1.04万 减仓
IRT INDEPENDENCE RLTY TR INC $45.00万0.20%26,965 -2,600-8.8% -$4.34万 减仓
COF CAPITAL ONE FINANCIAL CORP $45.94万0.21%2,290 00.0% — 不变
ICE INTERCONTINENTALEXCHINTL $46.15万0.21%3,749 00.0% — 不变
PG PROCTER & GAMBLE CO $46.19万0.21%3,150 -309-8.9% -$4.53万 减仓
NVS NOVARTIS AG ADR $46.66万0.21%2,977 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $47.20万0.21%757 -60-7.3% -$3.74万 减仓
ADM ARCHER DANIELS MIDLAND CO $47.46万0.21%6,212 -550-8.1% -$4.20万 减仓
CRM SALESFORCE $48.96万0.22%3,125 -24-0.8% -$3,760 减仓
FDX FEDEX CORP $49.32万0.22%1,575 00.0% — 不变
SRE SEMPRA ENERGY $49.38万0.22%5,326 00.0% — 不变
CB CHUBB LIMITED $49.71万0.22%1,459 201.4% $6,815 加仓
SYK STRYKER CORP $50.19万0.22%1,594 00.0% — 不变
SCHW CHARLES SCHWAB CORP $50.39万0.23%5,461 1973.7% $1.82万 加仓
HUBB HUBBELL INC $51.06万0.23%976 00.0% — 不变
OKE ONEOK INC $54.05万0.24%6,217 00.0% — 不变
LNG CHENIERE ENERGY INC $54.30万0.24%2,272 00.0% — 不变
PEP PEPSICO INC $55.13万0.25%4,072 320.8% $4,333 加仓
CVX CHEVRON CORPORATION $56.03万0.25%3,380 -65-1.9% -$1.08万 减仓
HACK AMPLIFY CYBERSECURITY ETF $56.52万0.25%5,386 -225-4.0% -$2.36万 减仓
IVV ISHARES S&P 500 INDEX $60.06万0.27%802 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $60.32万0.27%8,223 00.0% — 不变
AMP AMERIPRISE FINANCIAL INC. $61.98万0.28%1,351 -21-1.5% -$9,634 减仓
C CITIGROUP INC $63.02万0.28%4,503 00.0% — 不变
VIG VANGUARD DIVIDEND APPRECIATION ETF $63.13万0.28%2,668 -22-0.8% -$5,206 减仓
— EATON VANCE RISK MANAGED DIVERSIFIED EQUITY $64.48万0.29%77,964 -6,758-8.0% -$5.59万 减仓
NFJ VIRTUS DIVIDEND INTEREST & PR $64.50万0.29%42,461 -95-0.2% -$1,443 减仓
UNH UNITEDHEALTH GROUP $66.29万0.30%1,595 22016.0% $9.14万 加仓
VUG VANGUARD GROWTH ETF $66.93万0.30%7,770 00.0% — 不变
MDLZ MONDELEZ INTL INC $67.91万0.30%11,741 -279-2.3% -$1.61万 减仓
FLTR VANECK IG FLOATING RATE ETF $69.95万0.31%27,314 -1,260-4.4% -$3.23万 减仓
ETN EATON CORP $71.38万0.32%1,675 00.0% — 不变
COP CONOCOPHILLIPS $71.64万0.32%6,891 00.0% — 不变
AVGO BROADCOM INC $73.77万0.33%1,953 34121.2% $12.88万 加仓
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP $74.58万0.33%39,008 00.0% — 不变
GEV GE VERNOVA INC $75.19万0.34%640 00.0% — 不变
VBR VANGUARD SMALL CAP VALUE ETF $75.59万0.34%3,111 371.2% $8,991 加仓
BA BOEING CO $79.57万0.36%3,676 00.0% — 不变