13F 机构持仓

Belpointe Asset Management LLC

RENO NV · SEC CIK 0001721242

2026Q22026Q1 更早 9 个季度 🔒
$27.39亿2026Q1 申报市值
1,066持仓数
22.1%前十大占比 · 第一大 3.9%
169 / 115新建仓 / 清仓
申报市值走势$30.61亿2026Q2
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

SPY 3.9%
QQQ 3.0%
AAPL 2.4%
NVDA 2.4%
COLLABORATIVE 2.1%
ANYDRUS ADVANT 2.1%
SCHG 2.0%
NELSON SELECT 1.5%
AMZN 1.3%
MSFT 1.3%

2026Q1 买入最多 按季末市值估算

COLLABORATIVE IN 加仓+$1,698.68万
AMZN 加仓+$730.97万
RAREVIEW TOTAL R 加仓+$642.79万
IVV 加仓+$587.40万
RLY 新建仓+$557.59万

2026Q1 卖出最多 按季末市值估算

NOW 减仓-$8,738.19万
SPY 减仓-$699.45万
FNDX 减仓-$558.89万
VONG 减仓-$391.72万
SCHX 减仓-$332.59万

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
FDN FIRST TR EXCHANGE-TRADED FD $34.61万0.01%1,479 00.0% — 不变
SCZ ISHARES TR $34.63万0.01%4,416 1042.4% $8,155 加仓
PTC PTC INC $34.70万0.01%2,435 2,435— $34.70万 新建仓
SCHZ SCHWAB STRATEGIC TR $34.80万0.01%14,986 -30,133-66.8% -$69.97万 减仓
— DuPont de Nemours, Inc. Common Stock $34.87万0.01%7,612 -334-4.2% -$1.53万 减仓
PI IMPINJ INC $34.92万0.01%3,400 1,33464.6% $13.70万 加仓
CSWC CAPITAL SOUTHWEST CORP $34.95万0.01%15,801 -7,781-33.0% -$17.21万 减仓
— FIRST TR EXCHANGE-TRADED FD $34.97万0.01%5,488 -291-5.0% -$1.85万 减仓
— Innovator Intl Buffer ETF - Quarterly 0-10 $35.09万0.01%11,886 -56-0.5% -$1,653 减仓
DTE DTE ENERGY CO $35.15万0.01%2,404 40.2% $585 加仓
FDX FEDEX CORP $35.35万0.01%992 -1,151-53.7% -$41.01万 减仓
XLB SELECT SECTOR SPDR TR $35.47万0.01%7,098 3575.3% $1.78万 加仓
— DIMENSIONAL ETF TRUST $35.66万0.01%9,700 -2,708-21.8% -$9.95万 减仓
MDLZ MONDELEZ INTL INC $35.90万0.01%6,228 -485-7.2% -$2.80万 减仓
SNDK SANDISK CORP $36.15万0.01%569 569— $36.15万 新建仓
— BITWISE ETHEREUM ETF $36.26万0.01%24,172 2,90613.7% $4.36万 加仓
HIG HARTFORD INSURANCE GROUP INC $36.29万0.01%2,683 -3,964-59.6% -$53.61万 减仓
APA APA CORPORATION $36.39万0.01%8,574 -2,163-20.1% -$9.18万 重新持有
CWB State Street SPDR Bloomberg Convertible Securities ETF $36.44万0.01%3,981 -26-0.6% -$2,380 减仓
SPTM SPDR SERIES TRUST $36.49万0.01%4,615 -14,205-75.5% -$112.30万 减仓
CLF CLEVELAND-CLIFFS INC NEW $36.70万0.01%43,434 43,434— $36.70万 新建仓
FSK FS KKR CAP CORP $36.79万0.01%36,138 00.0% — 不变
— FRANKLIN TEMPLETON ETF TR $36.84万0.01%15,422 -4,594-23.0% -$10.98万 重新持有
SOFI SOFI TECHNOLOGIES INC $37.14万0.01%23,390 -39,021-62.5% -$61.97万 减仓
PALL ABRDN PALLADIUM ETF TRUST $37.27万0.01%2,767 -2,586-48.3% -$34.84万 减仓
SCHO SCHWAB STRATEGIC TR $37.28万0.01%15,359 -5,371-25.9% -$13.04万 减仓
SYK STRYKER CORPORATION $37.29万0.01%1,134 -416-26.8% -$13.68万 减仓
GBDC GOLUB CAP BDC INC $37.34万0.01%29,492 6,07625.9% $7.69万 加仓
BIZD VANECK ETF TRUST $37.69万0.01%29,443 29,443— $37.69万 新建仓
CTAS CINTAS CORP $37.70万0.01%2,229 -178-7.4% -$3.01万 减仓
— FIRST TR EXCHANGE TRADED FD $37.82万0.01%6,547 00.0% — 不变
CQP CHENIERE ENERGY PARTNERS L P $37.94万0.01%5,871 300.5% $1,939 加仓
SNPS SYNOPSYS INC $38.02万0.01%959 -231-19.4% -$9.16万 减仓
— DIMENSIONAL ETF TRUST $38.03万0.01%10,853 -1,802-14.2% -$6.31万 减仓
FXZ FIRST TR EXCHANGE-TRADED FD $38.10万0.01%5,000 00.0% — 不变
SETM SPROTT FDS TR $38.43万0.01%11,618 00.0% — 不变
HYLS FIRST TR EXCHANGE-TRADED FD $38.55万0.01%9,502 1,88724.8% $7.66万 加仓
FAD FIRST TR EXCHANGE-TRADED ALP $38.62万0.01%2,430 2,430— $38.62万 新建仓
ISCF ISHARES TR $38.66万0.01%9,251 1621.8% $6,770 加仓
CROX CROCS INC $38.92万0.01%4,688 -1,238-20.9% -$10.28万 减仓
VICI VICI Properties Inc. Common Stock $38.99万0.01%14,270 14,270— $38.99万 新建仓
FPE FIRST TR EXCH TRADED FD III $39.00万0.01%21,974 -15,082-40.7% -$26.77万 减仓
DIA STATE STR SPDR DOW JONES IND $39.05万0.01%843 -91-9.7% -$4.22万 减仓
UBSI UNITED BANKSHARES INC WEST V $39.05万0.01%9,428 -355-3.6% -$1.47万 减仓
BEPC BROOKFIELD RENEWABLE CORP $39.07万0.01%9,809 -439-4.3% -$1.75万 减仓
FPXI FIRST TR EXCHANGE-TRADED FD $39.19万0.01%6,347 10.0% $62 加仓
CMS CMS ENERGY CORP $39.48万0.01%5,089 -60-1.2% -$4,655 减仓
UTF COHEN & STEERS INFRASTRUCTUR $39.53万0.01%15,275 1100.7% $2,847 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $39.67万0.01%4,091 1744.4% $1.69万 加仓
CAH CARDINAL HEALTH INC $39.87万0.01%1,886 -2,240-54.3% -$47.36万 减仓
PTNQ Pacer Trendpilot 100 ETF $40.15万0.01%5,502 00.0% — 不变
CB CHUBB LTD SWITZ $40.17万0.01%1,232 413.4% $1.34万 加仓
CRBN ISHARES TR $40.26万0.01%1,807 -26-1.4% -$5,793 减仓
FXU FIRST TR EXCHANGE-TRADED FD $40.41万0.01%8,149 2,85553.9% $14.16万 重新持有
THO THOR INDS INC $40.57万0.01%5,078 -292-5.4% -$2.33万 减仓
IEI ISHARES TR $40.60万0.01%3,422 481.4% $5,694 加仓
XJH ISHARES TR $40.71万0.01%8,972 8,972— $40.71万 新建仓
EIX EDISON INTL $41.06万0.01%5,611 5,611— $41.06万 新建仓
CGXU CAPITAL GROUP INTL FOCUS EQT $41.19万0.02%13,967 00.0% — 不变
SNEX STONEX GROUP INC $41.52万0.02%5,148 95722.8% $7.72万 加仓
CALM CAL MAINE FOODS INC $41.67万0.02%5,265 -85-1.6% -$6,728 减仓
SN SHARKNINJA INC $41.68万0.02%3,936 -15-0.4% -$1,588 减仓
OGE OGE ENERGY CORP $41.99万0.02%8,756 -1,513-14.7% -$7.26万 减仓
VEEV VEEVA SYS INC $42.12万0.02%2,398 -250-9.4% -$4.39万 减仓
HGER HARBOR ETF TRUST $42.21万0.02%13,611 13,611— $42.21万 新建仓
GPIX GOLDMAN SACHS ETF TR $42.23万0.02%8,439 -5,041-37.4% -$25.23万 减仓
PJUN INNOVATOR ETFS TRUST $42.42万0.02%10,142 -14-0.1% -$586 减仓
AZO AUTOZONE INC $42.56万0.02%126 2221.2% $7.43万 加仓
SNA SNAP ON INC $42.57万0.02%1,171 -7-0.6% -$2,545 减仓
FNX FIRST TR EXCHANGE-TRADED ALP $42.97万0.02%3,351 -40-1.2% -$5,130 减仓
SMG SCOTTS MIRACLE-GRO CO $43.02万0.02%7,075 7,075— $43.02万 新建仓
COIN COINBASE GLOBAL INC $43.04万0.02%2,465 -1,794-42.1% -$31.33万 减仓
— SSGA ACTIVE TR $43.08万0.02%17,196 17,196— $43.08万 新建仓
EMR EMERSON ELEC CO $43.22万0.02%3,298 -369-10.1% -$4.84万 减仓
— INNOVATOR ETFS TRUST $43.42万0.02%14,973 2721.9% $7,887 加仓
— Pacer Private Equity ETF $43.48万0.02%16,730 1,58010.4% $4.11万 加仓
ALL ALLSTATE CORP $43.48万0.02%2,097 -517-19.8% -$10.72万 减仓
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF $43.54万0.02%4,635 -712-13.3% -$6.69万 减仓
EUAD SPINNAKER ETF SERIES $43.57万0.02%10,695 1011.0% $4,115 加仓
SHEL SHELL PLC $43.74万0.02%4,703 1,56950.1% $14.59万 加仓
ISPY PROSHARES TR $43.94万0.02%10,136 2222.2% $9,624 加仓
FMB FIRST TR EXCH TRADED FD III $43.96万0.02%8,677 -320-3.6% -$1.62万 减仓
AEVA AEVA TECHNOLOGIES INC $43.97万0.02%33,412 33,412— $43.97万 新建仓
MOH MOLINA HEALTHCARE INC $43.98万0.02%3,299 3,299— $43.98万 新建仓
SANM SANMINA CORP $44.03万0.02%3,396 3,396— $44.03万 新建仓
CBOE CBOE GLOBAL MKTS INC $44.12万0.02%1,569 -32-2.0% -$8,999 减仓
PSEP INNOVATOR ETFS TRUST $44.27万0.02%10,282 -452-4.2% -$1.95万 减仓
— SSGA ACTIVE TR $44.28万0.02%17,714 17,714— $44.28万 新建仓
MYCH SSGA ACTIVE TR $44.59万0.02%17,868 17,868— $44.59万 新建仓
VOD VODAFONE GROUP PLC $44.65万0.02%29,725 340.1% $511 加仓
— EA SERIES TRUST $44.79万0.02%11,461 2702.4% $1.06万 加仓
ASPI ASP ISOTOPES INC $44.89万0.02%101,562 101,562— $44.89万 新建仓
— DIMENSIONAL ETF TRUST $45.03万0.02%7,211 00.0% — 不变
AEHR AEHR TEST SYS $45.17万0.02%12,181 12,181— $45.17万 新建仓
AFG AMERICAN FINANCIAL GROUP INC $45.35万0.02%3,551 -305-7.9% -$3.90万 减仓
JBBB Janus Henderson BBB CLO ETF $45.45万0.02%9,753 6216.8% $2.89万 加仓
AGM FEDERAL AGRIC MTG CORP $45.54万0.02%3,070 -12-0.4% -$1,780 减仓
LII LENNOX INTL INC $45.79万0.02%986 -147-13.0% -$6.83万 减仓
ARCC ARES CAPITAL CORP $45.85万0.02%25,444 -12,456-32.9% -$22.45万 减仓
ENB ENBRIDGE INC $45.92万0.02%8,482 -1,695-16.7% -$9.18万 减仓