Pointe Capital Management LLC
GROSSE POINTE FARMS MI · SEC CIK 0001640335
$2.02亿2026Q1 申报市值
153持仓数
43.2%前十大占比 · 第一大 8.3%
8 / 9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
SHY 加仓+$76.75万
VTI 加仓+$71.94万
VCSH 加仓+$54.80万
AZN 新建仓+$53.54万
AVGO 新建仓+$49.89万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$53.71万
SOFI 清仓-$48.41万
D 清仓-$42.99万
BNDX 清仓-$26.84万
GE 减仓-$25.54万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC- SPONS ADR | $0 | 0.00% | 0 | -2,921 | -100.0% | -$53.71万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC COM | $0 | 0.00% | 0 | -18,490 | -100.0% | -$48.41万 | 清仓 |
| D | DOMINION RESOURCES INC | $0 | 0.00% | 0 | -7,338 | -100.0% | -$42.99万 | 清仓 |
| BNDX | VANGUARD TOTAL INTERNATIONAL BOND SHS | $0 | 0.00% | 0 | -5,554 | -100.0% | -$26.84万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | -44 | -100.0% | -$23.56万 | 清仓 |
| MRSH | MARSH COM | $0 | 0.00% | 0 | -1,197 | -100.0% | -$22.21万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INCOM COM | $0 | 0.00% | 0 | -14,155 | -100.0% | -$20.81万 | 清仓 |
| CINF | CINCINNATI FINL CORP COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVW | ISHARES S&P 500 GROWTH SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,084 | -100.0% | -$20.02万 | 清仓 |
| CRGY | CRESCENT ENERGY COMPANY CL A COM | $0 | 0.00% | 0 | -13,008 | -100.0% | -$10.91万 | 清仓 |
| ENB | ENBRIDGE INC | $20.23万 | 0.10% | 3,744 | -1,999 | -34.8% | -$10.80万 | 重新持有 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $20.29万 | 0.10% | 2,087 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $21.14万 | 0.10% | 699 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $21.29万 | 0.11% | 1,713 | 1,713 | — | $21.29万 | 新建仓 |
| MS | MORGAN STANLEY | $21.67万 | 0.11% | 1,317 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM | $21.85万 | 0.11% | 15,330 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR COMPANY | $21.96万 | 0.11% | 19,027 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERICAN PIPELINE LP | $22.00万 | 0.11% | 9,850 | -2,686 | -21.4% | -$6.00万 | 重新持有 |
| PSX | PHILLIPS 66 | $22.03万 | 0.11% | 1,209 | 1,209 | — | $22.03万 | 新建仓 |
| ANGL | VANECK FALLEN ANGEL HIGH YIELD BOND ETF | $22.17万 | 0.11% | 7,718 | 0 | 0.0% | — | 不变 |
| — | MUNIYIELD MICH INSD FD INC | $22.87万 | 0.11% | 19,250 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES US FINANCIAL SERVICES ETF | $23.08万 | 0.11% | 2,786 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG OPTIMIZED MSCI USA ETF | $23.14万 | 0.11% | 1,752 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INCME | $23.60万 | 0.12% | 21,015 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $23.78万 | 0.12% | 4,573 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $23.93万 | 0.12% | 979 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA MOTORS INC | $24.42万 | 0.12% | 657 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $24.65万 | 0.12% | 2,838 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $24.77万 | 0.12% | 2,568 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $25.05万 | 0.12% | 4,094 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $25.11万 | 0.12% | 1,950 | -261 | -11.8% | -$3.36万 | 减仓 |
| YUM | YUM! BRANDS INC | $25.89万 | 0.13% | 1,665 | -79 | -4.5% | -$1.23万 | 减仓 |
| LOW | LOWES COS INC | $25.92万 | 0.13% | 1,097 | -52 | -4.5% | -$1.23万 | 减仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $26.37万 | 0.13% | 5,710 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $26.74万 | 0.13% | 1,829 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $27.09万 | 0.13% | 3,236 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $27.27万 | 0.14% | 3,515 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP | $27.82万 | 0.14% | 3,840 | -234 | -5.7% | -$1.70万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $28.16万 | 0.14% | 1,347 | -82 | -5.7% | -$1.71万 | 减仓 |
| PFE | PFIZER INC | $28.30万 | 0.14% | 10,080 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $28.40万 | 0.14% | 7,119 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $28.42万 | 0.14% | 864 | -46 | -5.1% | -$1.51万 | 减仓 |
| MRK | MERCK & CO INC | $29.24万 | 0.14% | 2,431 | 95 | 4.1% | $1.14万 | 加仓 |
| XLF | FINANCIAL SELECT SECTOR SPDR | $29.98万 | 0.15% | 6,072 | 0 | 0.0% | — | 不变 |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | $30.70万 | 0.15% | 7,255 | 7,255 | — | $30.70万 | 新建仓 |
| NSC | NORFOLK SOUTHERN CRP | $30.74万 | 0.15% | 1,071 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $32.21万 | 0.16% | 1,948 | 0 | 0.0% | — | 不变 |
| BLW | BLACKROCK LIMITED DURATION INCOME TRUST | $32.28万 | 0.16% | 25,642 | -123 | -0.5% | -$1,549 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $32.39万 | 0.16% | 4,202 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC | $34.56万 | 0.17% | 10,307 | 0 | 0.0% | — | 不变 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $35.22万 | 0.17% | 7,134 | 7,134 | — | $35.22万 | 新建仓 |
| QQQJ | INVESCO NASDAQ NEXT GEN 100 ETF | $35.72万 | 0.18% | 9,864 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $35.76万 | 0.18% | 5,963 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $37.21万 | 0.18% | 1,375 | -41 | -2.9% | -$1.11万 | 减仓 |
| DIS | DISNEY WALT CO | $37.32万 | 0.18% | 3,872 | -218 | -5.3% | -$2.10万 | 减仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $37.56万 | 0.19% | 6,765 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI | $39.06万 | 0.19% | 24,307 | 24,307 | — | $39.06万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $39.43万 | 0.20% | 1,412 | 1,412 | — | $39.43万 | 新建仓 |
| DHR | DANAHER CORP | $40.08万 | 0.20% | 2,114 | -44 | -2.0% | -$8,342 | 减仓 |
| ABT | ABBOTT LABORATORIES | $40.47万 | 0.20% | 3,942 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $41.18万 | 0.20% | 2,294 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $41.76万 | 0.21% | 4,496 | -750 | -14.3% | -$6.97万 | 减仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $41.78万 | 0.21% | 2,290 | -122 | -5.1% | -$2.23万 | 减仓 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $42.04万 | 0.21% | 3,039 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $42.13万 | 0.21% | 5,611 | 0 | 0.0% | — | 不变 |
| IRT | INDEPENDENCE RLTY TR INC | $44.02万 | 0.22% | 29,565 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD SHORT TERM BOND | $44.38万 | 0.22% | 5,660 | -200 | -3.4% | -$1.57万 | 减仓 |
| NVS | NOVARTIS AG | $45.47万 | 0.23% | 2,977 | -161 | -5.1% | -$2.46万 | 减仓 |
| XEVVX | EATON VANCE LTD DURATION INCOME FD | $45.48万 | 0.23% | 48,127 | 21,887 | 83.4% | $20.68万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $46.30万 | 0.23% | 8,223 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $46.90万 | 0.23% | 1,439 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $47.39万 | 0.23% | 1,329 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $47.90万 | 0.24% | 976 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $49.15万 | 0.24% | 6,762 | -500 | -6.9% | -$3.63万 | 减仓 |
| SCHW | CHARLES SCHWAB CORP | $49.47万 | 0.24% | 5,264 | -904 | -14.7% | -$8.50万 | 减仓 |
| AVGO | BROADCOM INC | $49.89万 | 0.25% | 1,612 | 1,612 | — | $49.89万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $49.96万 | 0.25% | 3,459 | 65 | 1.9% | $9,389 | 加仓 |
| C | CITIGROUP INC | $51.07万 | 0.25% | 4,503 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA ENERGY | $51.75万 | 0.26% | 5,326 | -267 | -4.8% | -$2.59万 | 减仓 |
| SYK | STRYKER CORP | $52.38万 | 0.26% | 1,594 | -400 | -20.1% | -$13.14万 | 减仓 |
| IVV | ISHARES S&P 500 INDEX | $52.39万 | 0.26% | 802 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $53.54万 | 0.27% | 2,764 | 2,764 | — | $53.54万 | 新建仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & PR | $53.66万 | 0.27% | 42,556 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $55.87万 | 0.28% | 640 | -225 | -26.0% | -$19.64万 | 减仓 |
| FDX | FEDEX CORP | $56.10万 | 0.28% | 1,575 | -89 | -5.3% | -$3.17万 | 减仓 |
| OKE | ONEOK INC | $56.20万 | 0.28% | 6,217 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $56.56万 | 0.28% | 1,295 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $57.85万 | 0.29% | 2,690 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE | $58.78万 | 0.29% | 3,149 | -192 | -5.7% | -$3.58万 | 减仓 |
| ICE | INTERCONTINENTALEXCHINTL | $58.96万 | 0.29% | 3,749 | -160 | -4.1% | -$2.52万 | 减仓 |
| ETN | EATON CORP PLC SHS | $59.91万 | 0.30% | 1,675 | -91 | -5.2% | -$3.25万 | 减仓 |
| AMP | AMERIPRISE FINANCIAL INC. | $60.97万 | 0.30% | 1,372 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $62.74万 | 0.31% | 4,040 | -89 | -2.2% | -$1.38万 | 减仓 |
| TXN | TEXAS INSTRS INC | $62.75万 | 0.31% | 3,232 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $63.12万 | 0.31% | 817 | -29 | -3.4% | -$2.24万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $64.47万 | 0.32% | 2,272 | -600 | -20.9% | -$17.03万 | 减仓 |
| GE | GE AEROSPACE | $66.57万 | 0.33% | 2,346 | -900 | -27.7% | -$25.54万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $66.78万 | 0.33% | 3,074 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE RISK MANAGED DIVERSIFIED EQUITY | $69.22万 | 0.34% | 84,722 | 24,567 | 40.8% | $20.07万 | 加仓 |