13F 机构持仓

Pointe Capital Management LLC

GROSSE POINTE FARMS MI · SEC CIK 0001640335

2026Q22026Q1 更早 9 个季度 🔒
$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
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 8.3%
VYM 7.2%
VCSH 5.7%
SHY 4.8%
IWD 3.4%
IEMG 3.3%
GLD 3.1%
BRK/B 2.9%
AAPL 2.8%
MSFT 1.6%

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
COF CAPITAL ONE FINANCIAL CORP $41.78万0.21%2,290 -122-5.1% -$2.23万 减仓
NEE NEXTERA ENERGY INC $41.76万0.21%4,496 -750-14.3% -$6.97万 减仓
ALB ALBEMARLE CORP $41.18万0.20%2,294 00.0% — 不变
ABT ABBOTT LABORATORIES $40.47万0.20%3,942 00.0% — 不变
DHR DANAHER CORP $40.08万0.20%2,114 -44-2.0% -$8,342 减仓
CEG CONSTELLATION ENERGY CORP $39.43万0.20%1,412 1,412— $39.43万 新建仓
XSSPX NUVEEN S&P 500 DYNAMIC OVERWRI $39.06万0.19%24,307 24,307— $39.06万 新建仓
JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF $37.56万0.19%6,765 00.0% — 不变
DIS DISNEY WALT CO $37.32万0.18%3,872 -218-5.3% -$2.10万 减仓
UNH UNITEDHEALTH GROUP $37.21万0.18%1,375 -41-2.9% -$1.11万 减仓
CFG CITIZENS FINL GROUP INC $35.76万0.18%5,963 00.0% — 不变
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF $35.72万0.18%9,864 00.0% — 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
KMI KINDER MORGAN INC $34.56万0.17%10,307 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $32.39万0.16%4,202 00.0% — 不变
BLW BLACKROCK LIMITED DURATION INCOME TRUST $32.28万0.16%25,642 -123-0.5% -$1,549 减仓
PM PHILIP MORRIS INTL INC $32.21万0.16%1,948 00.0% — 不变
NSC NORFOLK SOUTHERN CRP $30.74万0.15%1,071 00.0% — 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
XLF FINANCIAL SELECT SECTOR SPDR $29.98万0.15%6,072 00.0% — 不变
MRK MERCK & CO INC $29.24万0.14%2,431 954.1% $1.14万 加仓
HD HOME DEPOT $28.42万0.14%864 -46-5.1% -$1.51万 减仓
ORI OLD REP INTL CORP $28.40万0.14%7,119 00.0% — 不变
PFE PFIZER INC $28.30万0.14%10,080 00.0% — 不变
TEL TE CONNECTIVITY LTD $28.16万0.14%1,347 -82-5.7% -$1.71万 减仓
MNST MONSTER BEVERAGE CORP $27.82万0.14%3,840 -234-5.7% -$1.70万 减仓
CMS CMS ENERGY CORP $27.27万0.14%3,515 00.0% — 不变
CTVA CORTEVA INC $27.09万0.13%3,236 00.0% — 不变
DTE DTE ENERGY CO $26.74万0.13%1,829 00.0% — 不变
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF $26.37万0.13%5,710 00.0% — 不变
LOW LOWES COS INC $25.92万0.13%1,097 -52-4.5% -$1.23万 减仓
YUM YUM! BRANDS INC $25.89万0.13%1,665 -79-4.5% -$1.23万 减仓
QCOM QUALCOMM INC $25.11万0.12%1,950 -261-11.8% -$3.36万 减仓
O REALTY INCOME CORP $25.05万0.12%4,094 00.0% — 不变
KMB KIMBERLY-CLARK CORP $24.77万0.12%2,568 00.0% — 不变
LEN LENNAR CORP $24.65万0.12%2,838 00.0% — 不变
TSLA TESLA MOTORS INC $24.42万0.12%657 00.0% — 不变
JNJ JOHNSON & JOHNSON $23.93万0.12%979 00.0% — 不变
USB US BANCORP $23.78万0.12%4,573 00.0% — 不变
XNEAX NUVEEN AMT FREE QLTY MUN INCME $23.60万0.12%21,015 00.0% — 不变
SUSA ISHARES ESG OPTIMIZED MSCI USA ETF $23.14万0.11%1,752 00.0% — 不变
IYG ISHARES US FINANCIAL SERVICES ETF $23.08万0.11%2,786 00.0% — 不变
— MUNIYIELD MICH INSD FD INC $22.87万0.11%19,250 00.0% — 不变
ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF $22.17万0.11%7,718 00.0% — 不变
PSX PHILLIPS 66 $22.03万0.11%1,209 1,209— $22.03万 新建仓
PAA PLAINS ALL AMERICAN PIPELINE LP $22.00万0.11%9,850 -2,686-21.4% -$6.00万 重新持有
F FORD MOTOR COMPANY $21.96万0.11%19,027 00.0% — 不变
RKT ROCKET COS INC COM $21.85万0.11%15,330 00.0% — 不变
MS MORGAN STANLEY $21.67万0.11%1,317 00.0% — 不变
WMT WALMART INC $21.29万0.11%1,713 1,713— $21.29万 新建仓
AXP AMERICAN EXPRESS CO $21.14万0.10%699 00.0% — 不变
IWR ISHARES RUSSELL MIDCAP ETF $20.29万0.10%2,087 00.0% — 不变
ENB ENBRIDGE INC $20.23万0.10%3,744 -1,999-34.8% -$10.80万 重新持有
AZN ASTRAZENECA PLC- SPONS ADR $00.00%0 -2,921-100.0% -$53.71万 清仓
SOFI SOFI TECHNOLOGIES INC COM $00.00%0 -18,490-100.0% -$48.41万 清仓
D DOMINION RESOURCES INC $00.00%0 -7,338-100.0% -$42.99万 清仓
BNDX VANGUARD TOTAL INTERNATIONAL BOND SHS $00.00%0 -5,554-100.0% -$26.84万 清仓
BKNG BOOKING HOLDINGS INC COM $00.00%0 -44-100.0% -$23.56万 清仓
MRSH MARSH COM $00.00%0 -1,197-100.0% -$22.21万 清仓
— NUVEEN S&P 500 BUY-WRITE INCOM COM $00.00%0 -14,155-100.0% -$20.81万 清仓
CINF CINCINNATI FINL CORP COM $00.00%0 —— — 申报中断
IVW ISHARES S&P 500 GROWTH SHS $00.00%0 —— — 申报中断
MDT MEDTRONIC PLC SHS $00.00%0 -2,084-100.0% -$20.02万 清仓
CRGY CRESCENT ENERGY COMPANY CL A COM $00.00%0 -13,008-100.0% -$10.91万 清仓