Belpointe Asset Management LLC
RENO NV · SEC CIK 0001721242
$30.61亿2026Q2 申报市值
1,121持仓数
21.4%前十大占比 · 第一大 3.0%
148 / 126新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGGO 加仓+$1,016.94万
VOO 加仓+$546.92万
SNTH 加仓+$541.41万
NVDA 加仓+$515.07万
ANYDRUS ADVANTAG 加仓+$473.92万
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$3,231.54万
QQQ 减仓-$1,487.61万
BIL 减仓-$1,328.66万
COLLABORATIVE IN 减仓-$790.80万
SPHY 减仓-$693.21万
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 |
|---|---|---|---|---|---|---|---|---|
| SEZL | SEZZLE INC | $156.05万 | 0.05% | 9,092 | 9,092 | — | $156.05万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $156.39万 | 0.05% | 3,840 | -1,892 | -33.0% | -$77.05万 | 减仓 |
| HUM | HUMANA INC | $156.50万 | 0.05% | 3,940 | 3,152 | 400.0% | $125.20万 | 重新持有 |
| SBUX | STARBUCKS CORP | $156.95万 | 0.05% | 15,359 | -184 | -1.2% | -$1.88万 | 减仓 |
| PRN | INVESCO EXCHANGE TRADED FD T | $157.19万 | 0.05% | 6,029 | -1,388 | -18.7% | -$36.19万 | 减仓 |
| JCPB | JPMorgan Core Plus Bond ETF | $157.72万 | 0.05% | 33,601 | 2,268 | 7.2% | $10.65万 | 加仓 |
| CERY | SPDR SERIES TRUST | $158.16万 | 0.05% | 47,311 | 11,702 | 32.9% | $39.12万 | 加仓 |
| NU | NU HLDGS LTD | $158.71万 | 0.05% | 118,793 | 57,994 | 95.4% | $77.48万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $159.00万 | 0.05% | 28,282 | -3 | -0.0% | -$169 | 减仓 |
| DDOG | DATADOG INC | $159.16万 | 0.05% | 6,113 | 6,113 | — | $159.16万 | 新建仓 |
| IEMG | ISHARES INC | $159.23万 | 0.05% | 19,220 | 3,218 | 20.1% | $26.66万 | 加仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $159.40万 | 0.05% | 8,487 | 1,092 | 14.8% | $20.51万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $159.89万 | 0.05% | 20,134 | 2,621 | 15.0% | $20.81万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $160.32万 | 0.05% | 82,109 | -6,268 | -7.1% | -$12.24万 | 减仓 |
| CSHI | NEOS ETF TRUST | $160.38万 | 0.05% | 32,199 | 8,520 | 36.0% | $42.44万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $160.54万 | 0.05% | 4,858 | 1,925 | 65.6% | $63.61万 | 加仓 |
| MGK | VANGUARD WORLD FD | $160.73万 | 0.05% | 18,283 | -2,062 | -10.1% | -$18.13万 | 减仓 |
| SOXX | ISHARES TR | $162.11万 | 0.05% | 2,530 | 1,847 | 270.4% | $118.35万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $163.49万 | 0.05% | 12,796 | 3,758 | 41.6% | $48.02万 | 加仓 |
| FLOT | ISHARES TR | $163.66万 | 0.05% | 32,058 | -316 | -1.0% | -$1.61万 | 减仓 |
| JIVE | JPMorgan International Value ETF | $164.09万 | 0.05% | 17,845 | 17,845 | — | $164.09万 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $164.41万 | 0.05% | 43,819 | 43,819 | — | $164.41万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $165.15万 | 0.05% | 4,802 | 626 | 15.0% | $21.53万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $166.20万 | 0.05% | 12,351 | 185 | 1.5% | $2.49万 | 加仓 |
| CIEN | CIENA CORP | $166.50万 | 0.05% | 3,394 | 847 | 33.3% | $41.55万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $166.81万 | 0.05% | 6,673 | 5,095 | 322.9% | $127.36万 | 加仓 |
| ALL | ALLSTATE CORP | $168.39万 | 0.06% | 7,076 | 4,979 | 237.4% | $118.49万 | 加仓 |
| BABA | Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share | $168.61万 | 0.06% | 17,567 | 2,726 | 18.4% | $26.16万 | 加仓 |
| CMI | CUMMINS INC | $168.78万 | 0.06% | 2,366 | 84 | 3.7% | $5.99万 | 加仓 |
| ILMN | ILLUMINA INC | $169.27万 | 0.06% | 9,627 | 35 | 0.4% | $6,154 | 重新持有 |
| HYG | ISHARES TR | $170.51万 | 0.06% | 21,322 | -6,624 | -23.7% | -$52.97万 | 减仓 |
| OKE | ONEOK INC NEW | $171.46万 | 0.06% | 19,721 | -2,767 | -12.3% | -$24.06万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $172.52万 | 0.06% | 10,277 | 5,127 | 99.6% | $86.07万 | 加仓 |
| DSPY | TEMA ETF TRUST | $172.71万 | 0.06% | 26,237 | 26,237 | — | $172.71万 | 新建仓 |
| OEF | ISHARES TR | $174.00万 | 0.06% | 4,755 | 490 | 11.5% | $17.93万 | 加仓 |
| SE | SEA LTD | $174.09万 | 0.06% | 18,167 | 9,826 | 117.8% | $94.16万 | 加仓 |
| DHR | DANAHER CORP DEL | $176.92万 | 0.06% | 9,288 | -214 | -2.3% | -$4.08万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $177.45万 | 0.06% | 31,541 | -1,341 | -4.1% | -$7.54万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $177.64万 | 0.06% | 26,293 | -36 | -0.1% | -$2,432 | 减仓 |
| VBK | VANGUARD INDEX FDS | $178.53万 | 0.06% | 4,881 | 59 | 1.2% | $2.16万 | 加仓 |
| BLK | BLACKROCK INC | $180.03万 | 0.06% | 1,872 | -199 | -9.6% | -$19.14万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $180.41万 | 0.06% | 44,359 | 11,777 | 36.1% | $47.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $180.95万 | 0.06% | 913 | 117 | 14.7% | $23.19万 | 加仓 |
| NTRA | NATERA INC | $181.55万 | 0.06% | 6,688 | 6,688 | — | $181.55万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $182.27万 | 0.06% | 35,950 | 4,644 | 14.8% | $23.55万 | 加仓 |
| GIS | GENERAL MILLS INC | $184.42万 | 0.06% | 52,992 | 21,775 | 69.8% | $75.78万 | 加仓 |
| HUBB | HUBBELL INC | $184.69万 | 0.06% | 3,530 | 3,044 | 626.3% | $159.26万 | 加仓 |
| WFC | WELLS FARGO & CO | $185.09万 | 0.06% | 22,396 | 3,332 | 17.5% | $27.54万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $185.18万 | 0.06% | 39,232 | 20,856 | 113.5% | $98.44万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $185.24万 | 0.06% | 32,121 | -2,971 | -8.5% | -$17.13万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $185.69万 | 0.06% | 6,502 | -410 | -5.9% | -$11.71万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $185.83万 | 0.06% | 3,741 | 965 | 34.8% | $47.93万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $186.22万 | 0.06% | 46,290 | 5,565 | 13.7% | $22.39万 | 加仓 |
| CAIE | CALAMOS ETF TR | $186.33万 | 0.06% | 68,480 | 36,570 | 114.6% | $99.51万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $187.04万 | 0.06% | 35,370 | -7,926 | -18.3% | -$41.91万 | 减仓 |
| MAGS | LISTED FDS TR | $188.64万 | 0.06% | 29,337 | 210 | 0.7% | $1.35万 | 加仓 |
| COR | CENCORA INC | $190.75万 | 0.06% | 6,740 | 203 | 3.1% | $5.75万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $191.99万 | 0.06% | 24,276 | 1,949 | 8.7% | $15.41万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $193.18万 | 0.06% | 27,569 | 7,555 | 37.7% | $52.94万 | 加仓 |
| SHLD | GLOBAL X FDS | $193.37万 | 0.06% | 32,385 | -11,093 | -25.5% | -$66.24万 | 减仓 |
| WRB | BERKLEY W R CORP | $194.99万 | 0.06% | 27,646 | 334 | 1.2% | $2.36万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $195.05万 | 0.06% | 12,341 | 1,745 | 16.5% | $27.58万 | 加仓 |
| BOTZ | GLOBAL X FDS | $195.27万 | 0.06% | 51,468 | 25,449 | 97.8% | $96.55万 | 加仓 |
| IWR | ISHARES TR | $196.45万 | 0.06% | 17,807 | 32 | 0.2% | $3,530 | 加仓 |
| IBDW | ISHARES TR | $196.50万 | 0.06% | 94,291 | 7,677 | 8.9% | $16.00万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $196.91万 | 0.06% | 19,546 | 1,109 | 6.0% | $11.17万 | 加仓 |
| ICSH | ISHARES TR | $197.03万 | 0.06% | 38,953 | -794 | -2.0% | -$4.02万 | 减仓 |
| BIDU | BAIDU INC | $197.16万 | 0.06% | 17,251 | 766 | 4.6% | $8.75万 | 加仓 |
| VST | VISTRA CORP | $198.56万 | 0.06% | 12,517 | -2,278 | -15.4% | -$36.14万 | 减仓 |
| ECOW | PACER FDS TR | $201.33万 | 0.07% | 75,911 | 8,579 | 12.7% | $22.75万 | 加仓 |
| COWG | Pacer US Lrg Cap Cash Cows Growth Leaders ETF | $201.53万 | 0.07% | 50,198 | 13,085 | 35.3% | $52.53万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $202.21万 | 0.07% | 7,322 | -9,173 | -55.6% | -$253.33万 | 减仓 |
| GEV | GE Vernova Inc. Common Stock | $203.16万 | 0.07% | 1,728 | 75 | 4.5% | $8.82万 | 加仓 |
| SYY | SYSCO CORP | $203.48万 | 0.07% | 24,345 | 744 | 3.2% | $6.22万 | 加仓 |
| SNDK | SANDISK CORP | $203.50万 | 0.07% | 895 | 326 | 57.3% | $74.12万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $205.01万 | 0.07% | 8,254 | 1,634 | 24.7% | $40.59万 | 加仓 |
| IPAC | ISHARES TR | $205.91万 | 0.07% | 25,132 | -4,149 | -14.2% | -$33.99万 | 减仓 |
| AMLP | ALPS ETF TR | $206.60万 | 0.07% | 39,845 | -608 | -1.5% | -$3.15万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $206.80万 | 0.07% | 61,057 | -2,926 | -4.6% | -$9.91万 | 减仓 |
| TLN | TALEN ENERGY CORP | $206.81万 | 0.07% | 5,382 | 5,382 | — | $206.81万 | 新建仓 |
| RDDT | REDDIT INC | $207.58万 | 0.07% | 11,959 | 6,320 | 112.1% | $109.70万 | 加仓 |
| APP | APPLOVIN CORP | $209.34万 | 0.07% | 4,063 | 805 | 24.7% | $41.48万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $209.66万 | 0.07% | 6,616 | 2,010 | 43.6% | $63.70万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $210.03万 | 0.07% | 56,762 | -138 | -0.2% | -$5,106 | 减仓 |
| JIRE | JPMorgan Intl Research Enhanced Equity ETF | $210.91万 | 0.07% | 25,569 | -436 | -1.7% | -$3.60万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $211.02万 | 0.07% | 35,779 | -19,631 | -35.4% | -$115.78万 | 减仓 |
| PGR | PROGRESSIVE CORP | $211.44万 | 0.07% | 9,679 | 4,507 | 87.1% | $98.46万 | 加仓 |
| VRT | Vertiv Holdings, LLC Class A Common Stock | $211.51万 | 0.07% | 6,317 | -429 | -6.4% | -$14.36万 | 减仓 |
| ULTA | Ulta Beauty, Inc. - Common Stock | $211.78万 | 0.07% | 4,696 | 1,926 | 69.5% | $86.86万 | 加仓 |
| GCOW | PACER FDS TR | $212.34万 | 0.07% | 49,038 | -44,115 | -47.4% | -$191.02万 | 减仓 |
| STIP | ISHARES TR | $215.67万 | 0.07% | 21,110 | 1,342 | 6.8% | $13.71万 | 加仓 |
| LINE | LINEAGE INC | $215.99万 | 0.07% | 49,941 | 6,643 | 15.3% | $28.73万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $216.70万 | 0.07% | 163,917 | 56,545 | 52.7% | $74.75万 | 加仓 |
| GLW | CORNING INC | $217.93万 | 0.07% | 8,531 | 1,877 | 28.2% | $47.95万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $218.55万 | 0.07% | 6,408 | 669 | 11.7% | $22.82万 | 加仓 |
| FDL | First Trust Morningstar Div Leaders | $221.09万 | 0.07% | 45,436 | 17,438 | 62.3% | $84.85万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $221.99万 | 0.07% | 43,819 | 296 | 0.7% | $1.50万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $222.48万 | 0.07% | 17,833 | 5,514 | 44.8% | $68.79万 | 加仓 |
| LIN | LINDE PLC | $225.12万 | 0.07% | 4,338 | -119 | -2.7% | -$6.18万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $225.42万 | 0.07% | 44,949 | 6,941 | 18.3% | $34.81万 | 加仓 |