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 |
|---|---|---|---|---|---|---|---|---|
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,550 | -100.0% | -$22.97万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,317 | -100.0% | -$22.80万 | 清仓 |
| SFLR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,401 | -100.0% | -$22.67万 | 清仓 |
| CE | CELANESE CORP DEL | $0 | 0.00% | 0 | -3,427 | -100.0% | -$22.54万 | 清仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -4,816 | -100.0% | -$22.38万 | 清仓 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -2,303 | -100.0% | -$22.27万 | 清仓 |
| IEV | ISHARES TR | $0 | 0.00% | 0 | -3,267 | -100.0% | -$22.20万 | 清仓 |
| SM | SM ENERGY COMPANY | $0 | 0.00% | 0 | -6,987 | -100.0% | -$21.79万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -1,835 | -100.0% | -$21.69万 | 清仓 |
| SPHB | Invesco S&P 500 High Beta ETF | $0 | 0.00% | 0 | -1,837 | -100.0% | -$21.30万 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -53,433 | -100.0% | -$21.11万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -23,251 | -100.0% | -$20.65万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,556 | -100.0% | -$20.46万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,916 | -100.0% | -$20.38万 | 清仓 |
| DGRO | ISHARES TR | $0 | 0.00% | 0 | -2,863 | -100.0% | -$20.10万 | 清仓 |
| CPK | CHESAPEAKE UTILS CORP | $0 | 0.00% | 0 | -1,586 | -100.0% | -$20.04万 | 清仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | -15,858 | -100.0% | -$16.13万 | 清仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $0 | 0.00% | 0 | -10,411 | -100.0% | -$15.10万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -14,901 | -100.0% | -$11.24万 | 清仓 |
| — | NEUROONE MED TECHNOLOGIES CO | $0 | 0.00% | 0 | -75,000 | -100.0% | -$5.82万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $0 | 0.00% | 0 | -10,162 | -100.0% | -$5.18万 | 清仓 |
| — | ATYR PHARMA INC | $0 | 0.00% | 0 | -45,738 | -100.0% | -$3.57万 | 清仓 |
| — | TENAYA THERAPEUTICS INC | $0 | 0.00% | 0 | -37,509 | -100.0% | -$2.60万 | 清仓 |
| — | SANGAMO THERAPEUTICS INC | $0 | 0.00% | 0 | -67,567 | -100.0% | -$1.67万 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $0 | 0.00% | 0 | -11,379 | -100.0% | -$1.08万 | 清仓 |
| — | PSQ HOLDINGS INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$1.06万 | 清仓 |
| — | CALIDI BIOTHERAPEUTICS INC | $3,387 | 0.00% | 19,921 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $1.11万 | 0.00% | 16,000 | 16,000 | — | $1.11万 | 新建仓 |
| — | AMERICAN BITCOIN CORP. | $1.25万 | 0.00% | 18,346 | 875 | 5.0% | $596 | 加仓 |
| IAUX | I-80 GOLD CORP | $2.23万 | 0.00% | 15,505 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $2.85万 | 0.00% | 13,025 | 13,025 | — | $2.85万 | 新建仓 |
| — | XTI AEROSPACE INC | $3.33万 | 0.00% | 18,400 | 0 | 0.0% | — | 不变 |
| — | NEUROONE MED TECHNOLOGIES CO | $3.80万 | 0.00% | 12,500 | 12,500 | — | $3.80万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $4.18万 | 0.00% | 11,387 | 11,387 | — | $4.18万 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $4.42万 | 0.00% | 15,616 | 3,272 | 26.5% | $9,260 | 加仓 |
| STLA | STELLANTIS N.V | $6.00万 | 0.00% | 10,450 | 180 | 1.8% | $1,033 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $6.53万 | 0.00% | 11,781 | -15 | -0.1% | -$83 | 减仓 |
| RC | READY CAPITAL CORP | $6.55万 | 0.00% | 37,403 | -291 | -0.8% | -$509 | 减仓 |
| — | GALECTIN THERAPEUTICS INC | $6.56万 | 0.00% | 14,139 | -92,000 | -86.7% | -$42.69万 | 减仓 |
| — | WALDENCAST PLC | $7.35万 | 0.00% | 41,765 | 41,765 | — | $7.35万 | 新建仓 |
| — | GABELLI UTIL TR | $7.51万 | 0.00% | 11,399 | 11,399 | — | $7.51万 | 新建仓 |
| — | CION INVT CORP | $8.24万 | 0.00% | 13,233 | -1,860 | -12.3% | -$1.16万 | 减仓 |
| — | TOTAL RETURN SECURITIES FUND | $8.59万 | 0.00% | 14,458 | 0 | 0.0% | — | 不变 |
| MBLY | MOBILEYE GLOBAL INC | $9.71万 | 0.00% | 10,030 | 30 | 0.3% | $290 | 加仓 |
| — | PUTNAM ETF TRUST | $11.06万 | 0.00% | 12,500 | 12,500 | — | $11.06万 | 新建仓 |
| — | NUVEEN NY AMT FREE | $11.36万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| JBS | JBS N.V. | $11.85万 | 0.00% | 10,000 | 10,000 | — | $11.85万 | 新建仓 |
| ABEV | AMBEV SA | $11.99万 | 0.00% | 38,184 | -15,083 | -28.3% | -$4.74万 | 减仓 |
| CRD/A | CRAWFORD & CO | $12.34万 | 0.00% | 10,948 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $12.53万 | 0.00% | 15,859 | 4,423 | 38.7% | $3.49万 | 重新持有 |
| GNL | GLOBAL NET LEASE INC | $12.66万 | 0.00% | 14,156 | -829 | -5.5% | -$7,411 | 减仓 |
| PATH | UIPATH INC | $12.71万 | 0.00% | 11,696 | 11,696 | — | $12.71万 | 新建仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $13.53万 | 0.00% | 19,195 | 19,195 | — | $13.53万 | 新建仓 |
| — | EATON VANCE MUN INCOME TR | $14.00万 | 0.00% | 12,433 | 0 | 0.0% | — | 不变 |
| SBET | SHARPLINK INC | $14.01万 | 0.00% | 29,181 | 7,004 | 31.6% | $3.36万 | 加仓 |
| ATEC | ALPHATEC HLDGS INC | $14.54万 | 0.00% | 16,815 | 2,660 | 18.8% | $2.30万 | 加仓 |
| APPS | DIGITAL TURBINE INC | $15.10万 | 0.00% | 11,703 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $15.75万 | 0.01% | 10,019 | -1,165 | -10.4% | -$1.83万 | 重新持有 |
| HMY | HARMONY GOLD MNG LTD | $15.77万 | 0.01% | 10,368 | 294 | 2.9% | $4,472 | 加仓 |
| — | KALARIS THERAPEUTICS INC | $16.28万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $16.32万 | 0.01% | 10,178 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $16.44万 | 0.01% | 29,244 | 29,244 | — | $16.44万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $16.46万 | 0.01% | 12,231 | 12,231 | — | $16.46万 | 新建仓 |
| GRAB | Grab Holdings Limited - Class A Ordinary Shares | $16.85万 | 0.01% | 44,700 | 44,700 | — | $16.85万 | 新建仓 |
| — | CARLYLE CREDIT INCOME FUND | $17.03万 | 0.01% | 61,053 | 6,000 | 10.9% | $1.67万 | 加仓 |
| ASPI | ASP ISOTOPES INC | $17.36万 | 0.01% | 27,902 | -73,660 | -72.5% | -$45.82万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $17.44万 | 0.01% | 20,110 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $17.46万 | 0.01% | 13,800 | 13,800 | — | $17.46万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $17.70万 | 0.01% | 13,832 | 13,832 | — | $17.70万 | 新建仓 |
| DLY | DOUBLELINE YIELD OPPORTUNITI | $18.54万 | 0.01% | 13,175 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $18.61万 | 0.01% | 10,772 | 10,772 | — | $18.61万 | 新建仓 |
| SNAP | SNAP INC | $19.41万 | 0.01% | 43,715 | 19,746 | 82.4% | $8.77万 | 加仓 |
| BWA | BORGWARNER INC | $20.01万 | 0.01% | 3,013 | 3,013 | — | $20.01万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $20.04万 | 0.01% | 15,055 | 15,055 | — | $20.04万 | 新建仓 |
| RGA | REINSURANCE GROUP AMER INC | $20.07万 | 0.01% | 943 | -135 | -12.5% | -$2.87万 | 重新持有 |
| LQDA | LIQUIDIA CORPORATION | $20.12万 | 0.01% | 2,524 | 2,524 | — | $20.12万 | 新建仓 |
| — | ARROWMARK FINANCIAL CORP | $20.14万 | 0.01% | 10,300 | 10,300 | — | $20.14万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $20.17万 | 0.01% | 5,364 | 60 | 1.1% | $2,256 | 加仓 |
| MNA | NEW YORK LIFE INVESTMENTS ET | $20.20万 | 0.01% | 5,538 | -4,291 | -43.7% | -$15.65万 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $20.25万 | 0.01% | 6,731 | -8,242 | -55.0% | -$24.79万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $20.28万 | 0.01% | 2,657 | 2,657 | — | $20.28万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $20.36万 | 0.01% | 2,174 | 2,174 | — | $20.36万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $20.46万 | 0.01% | 1,045 | 18 | 1.8% | $3,525 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $20.51万 | 0.01% | 8,847 | 8,847 | — | $20.51万 | 新建仓 |
| PNW | PINNACLE WEST CAP CORP | $20.55万 | 0.01% | 1,920 | 1,920 | — | $20.55万 | 新建仓 |
| SPRY | ARS PHARMACEUTICALS INC | $20.63万 | 0.01% | 25,756 | -12,689 | -33.0% | -$10.16万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $20.67万 | 0.01% | 310 | 310 | — | $20.67万 | 新建仓 |
| ADSK | AUTODESK INC | $20.69万 | 0.01% | 1,064 | -897 | -45.7% | -$17.44万 | 减仓 |
| TTE | TOTALENERGIES SE | $20.79万 | 0.01% | 2,673 | -167 | -5.9% | -$1.30万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $20.86万 | 0.01% | 3,860 | 3,860 | — | $20.86万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $20.95万 | 0.01% | 1,138 | 2 | 0.2% | $368 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $20.97万 | 0.01% | 3,501 | -1,093 | -23.8% | -$6.55万 | 减仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $20.99万 | 0.01% | 3,905 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $21.13万 | 0.01% | 20,128 | -16,010 | -44.3% | -$16.81万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.14万 | 0.01% | 6,944 | 6,944 | — | $21.14万 | 新建仓 |
| KRE | State Street SPDR S&P Regional Banking ETF | $21.15万 | 0.01% | 2,826 | -7,857 | -73.5% | -$58.81万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $21.17万 | 0.01% | 3,457 | -16,289 | -82.5% | -$99.75万 | 重新持有 |
| WMB | WILLIAMS COS INC | $21.18万 | 0.01% | 2,848 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $21.22万 | 0.01% | 1,119 | 1,119 | — | $21.22万 | 新建仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $21.22万 | 0.01% | 6,145 | 11 | 0.2% | $380 | 加仓 |