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 |
|---|---|---|---|---|---|---|---|---|
| WWJD | NORTHERN LTS FD TR IV | $287.76万 | 0.09% | 75,467 | 109 | 0.1% | $4,156 | 加仓 |
| ACWI | ISHARES TR | $287.55万 | 0.09% | 18,319 | 13,850 | 309.9% | $217.40万 | 加仓 |
| T | AT&T INC | $286.04万 | 0.09% | 138,183 | 3,570 | 2.7% | $7.39万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $282.96万 | 0.09% | 9,651 | -3,905 | -28.8% | -$114.49万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $281.26万 | 0.09% | 15,546 | 424 | 2.8% | $7.67万 | 加仓 |
| SH | PROSHARES TR | $281.21万 | 0.09% | 85,162 | -2,872 | -3.3% | -$9.48万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $279.91万 | 0.09% | 70,810 | 153 | 0.2% | $6,048 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $279.38万 | 0.09% | 52,603 | -17,695 | -25.2% | -$93.98万 | 减仓 |
| TGTX | TG THERAPEUTICS INC | $278.65万 | 0.09% | 50,719 | 50,719 | — | $278.65万 | 新建仓 |
| COWZ | PACER FDS TR | $278.49万 | 0.09% | 44,773 | -8,395 | -15.8% | -$52.22万 | 减仓 |
| RTX | RTX CORPORATION | $278.11万 | 0.09% | 14,657 | 748 | 5.4% | $14.19万 | 加仓 |
| NOW | SERVICENOW INC | $278.07万 | 0.09% | 28,009 | 20,797 | 288.4% | $206.47万 | 加仓 |
| MO | ALTRIA GROUP INC | $276.26万 | 0.09% | 38,394 | -1,120 | -2.8% | -$8.06万 | 减仓 |
| CLS | Celestica, Inc. Common Stock | $274.26万 | 0.09% | 7,518 | 0 | 0.0% | — | 不变 |
| EQWL | Invesco S&P 100 Equal Weight ETF | $270.91万 | 0.09% | 20,997 | 4,547 | 27.6% | $58.67万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $268.58万 | 0.09% | 58,706 | 41,320 | 237.7% | $189.04万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $267.12万 | 0.09% | 44,751 | 143 | 0.3% | $8,536 | 加仓 |
| PEP | PEPSICO INC | $265.04万 | 0.09% | 19,574 | 2,320 | 13.4% | $31.41万 | 加仓 |
| GARP | iShares MSCI USA Quality GARP ETF | $264.81万 | 0.09% | 32,079 | 32,079 | — | $264.81万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $264.75万 | 0.09% | 29,465 | 2,561 | 9.5% | $23.01万 | 加仓 |
| EFV | ISHARES TR | $262.63万 | 0.09% | 34,308 | -745 | -2.1% | -$5.70万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $259.47万 | 0.08% | 7,670 | -183 | -2.3% | -$6.19万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $258.99万 | 0.08% | 116,190 | -8,933 | -7.1% | -$19.91万 | 减仓 |
| BA | BOEING CO | $257.71万 | 0.08% | 11,905 | 1,647 | 16.1% | $35.65万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $256.21万 | 0.08% | 26,655 | 15,994 | 150.0% | $153.73万 | 加仓 |
| IBD | NORTHERN LTS FD TR IV | $252.76万 | 0.08% | 106,334 | 717 | 0.7% | $1.70万 | 加仓 |
| INV | INNVENTURE INC | $252.01万 | 0.08% | 497,066 | 74,853 | 17.7% | $37.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $250.45万 | 0.08% | 4,995 | -19 | -0.4% | -$9,527 | 减仓 |
| IBB | ISHARES TR | $248.96万 | 0.08% | 13,090 | 2,652 | 25.4% | $50.44万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $247.54万 | 0.08% | 27,264 | 22,649 | 490.8% | $205.63万 | 加仓 |
| SDY | SPDR SERIES TRUST | $246.07万 | 0.08% | 16,168 | -1,100 | -6.4% | -$16.74万 | 减仓 |
| AIRR | First Trust American Industrial Renaissance ETF | $245.75万 | 0.08% | 18,442 | 4,578 | 33.0% | $61.00万 | 加仓 |
| — | ROUNDHILL ETF TRUST | $245.55万 | 0.08% | 148,546 | 60,045 | 67.8% | $99.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $243.87万 | 0.08% | 8,186 | -6,437 | -44.0% | -$191.77万 | 减仓 |
| AMGN | AMGEN INC | $243.49万 | 0.08% | 6,723 | 276 | 4.3% | $10.00万 | 加仓 |
| MTUM | ISHARES TR | $240.05万 | 0.08% | 7,002 | 2,502 | 55.6% | $85.78万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $238.77万 | 0.08% | 45,256 | 2,382 | 5.6% | $12.57万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $236.27万 | 0.08% | 5,476 | -4,233 | -43.6% | -$182.64万 | 减仓 |
| FRDM | EA SERIES TRUST | $234.53万 | 0.08% | 32,171 | 20,708 | 180.7% | $150.97万 | 加仓 |
| C | CITIGROUP INC | $232.40万 | 0.08% | 16,604 | -1,763 | -9.6% | -$24.68万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $229.34万 | 0.07% | 26,836 | 4,546 | 20.4% | $38.85万 | 加仓 |
| TIP | ISHARES TR | $228.87万 | 0.07% | 20,914 | 2,411 | 13.0% | $26.38万 | 加仓 |
| MRNA | MODERNA INC | $228.28万 | 0.07% | 32,598 | -1,444 | -4.2% | -$10.11万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $226.52万 | 0.07% | 78,083 | 17,385 | 28.6% | $50.43万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $225.92万 | 0.07% | 6,376 | 677 | 11.9% | $23.99万 | 加仓 |
| NEM | Newmont Corporation | $225.79万 | 0.07% | 24,174 | 511 | 2.2% | $4.77万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $225.69万 | 0.07% | 16,135 | -80 | -0.5% | -$1.12万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $225.42万 | 0.07% | 44,949 | 6,941 | 18.3% | $34.81万 | 加仓 |
| LIN | LINDE PLC | $225.12万 | 0.07% | 4,338 | -119 | -2.7% | -$6.18万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $222.48万 | 0.07% | 17,833 | 5,514 | 44.8% | $68.79万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $221.99万 | 0.07% | 43,819 | 296 | 0.7% | $1.50万 | 加仓 |
| FDL | First Trust Morningstar Div Leaders | $221.09万 | 0.07% | 45,436 | 17,438 | 62.3% | $84.85万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $218.55万 | 0.07% | 6,408 | 669 | 11.7% | $22.82万 | 加仓 |
| GLW | CORNING INC | $217.93万 | 0.07% | 8,531 | 1,877 | 28.2% | $47.95万 | 加仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $216.70万 | 0.07% | 163,917 | 56,545 | 52.7% | $74.75万 | 加仓 |
| LINE | LINEAGE INC | $215.99万 | 0.07% | 49,941 | 6,643 | 15.3% | $28.73万 | 加仓 |
| STIP | ISHARES TR | $215.67万 | 0.07% | 21,110 | 1,342 | 6.8% | $13.71万 | 加仓 |
| GCOW | PACER FDS TR | $212.34万 | 0.07% | 49,038 | -44,115 | -47.4% | -$191.02万 | 减仓 |
| ULTA | Ulta Beauty, Inc. - Common Stock | $211.78万 | 0.07% | 4,696 | 1,926 | 69.5% | $86.86万 | 加仓 |
| VRT | Vertiv Holdings, LLC Class A Common Stock | $211.51万 | 0.07% | 6,317 | -429 | -6.4% | -$14.36万 | 减仓 |
| PGR | PROGRESSIVE CORP | $211.44万 | 0.07% | 9,679 | 4,507 | 87.1% | $98.46万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $211.02万 | 0.07% | 35,779 | -19,631 | -35.4% | -$115.78万 | 减仓 |
| JIRE | JPMorgan Intl Research Enhanced Equity ETF | $210.91万 | 0.07% | 25,569 | -436 | -1.7% | -$3.60万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $210.03万 | 0.07% | 56,762 | -138 | -0.2% | -$5,106 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $209.66万 | 0.07% | 6,616 | 2,010 | 43.6% | $63.70万 | 加仓 |
| APP | APPLOVIN CORP | $209.34万 | 0.07% | 4,063 | 805 | 24.7% | $41.48万 | 加仓 |
| RDDT | REDDIT INC | $207.58万 | 0.07% | 11,959 | 6,320 | 112.1% | $109.70万 | 加仓 |
| TLN | TALEN ENERGY CORP | $206.81万 | 0.07% | 5,382 | 5,382 | — | $206.81万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $206.80万 | 0.07% | 61,057 | -2,926 | -4.6% | -$9.91万 | 减仓 |
| AMLP | ALPS ETF TR | $206.60万 | 0.07% | 39,845 | -608 | -1.5% | -$3.15万 | 减仓 |
| IPAC | ISHARES TR | $205.91万 | 0.07% | 25,132 | -4,149 | -14.2% | -$33.99万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $205.01万 | 0.07% | 8,254 | 1,634 | 24.7% | $40.59万 | 加仓 |
| SNDK | SANDISK CORP | $203.50万 | 0.07% | 895 | 326 | 57.3% | $74.12万 | 加仓 |
| SYY | SYSCO CORP | $203.48万 | 0.07% | 24,345 | 744 | 3.2% | $6.22万 | 加仓 |
| GEV | GE Vernova Inc. Common Stock | $203.16万 | 0.07% | 1,728 | 75 | 4.5% | $8.82万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $202.21万 | 0.07% | 7,322 | -9,173 | -55.6% | -$253.33万 | 减仓 |
| 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 |
| ECOW | PACER FDS TR | $201.33万 | 0.07% | 75,911 | 8,579 | 12.7% | $22.75万 | 加仓 |
| VST | VISTRA CORP | $198.56万 | 0.06% | 12,517 | -2,278 | -15.4% | -$36.14万 | 减仓 |
| BIDU | BAIDU INC | $197.16万 | 0.06% | 17,251 | 766 | 4.6% | $8.75万 | 加仓 |
| ICSH | ISHARES TR | $197.03万 | 0.06% | 38,953 | -794 | -2.0% | -$4.02万 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $196.91万 | 0.06% | 19,546 | 1,109 | 6.0% | $11.17万 | 加仓 |
| IBDW | ISHARES TR | $196.50万 | 0.06% | 94,291 | 7,677 | 8.9% | $16.00万 | 加仓 |
| IWR | ISHARES TR | $196.45万 | 0.06% | 17,807 | 32 | 0.2% | $3,530 | 加仓 |
| BOTZ | GLOBAL X FDS | $195.27万 | 0.06% | 51,468 | 25,449 | 97.8% | $96.55万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $195.05万 | 0.06% | 12,341 | 1,745 | 16.5% | $27.58万 | 加仓 |
| WRB | BERKLEY W R CORP | $194.99万 | 0.06% | 27,646 | 334 | 1.2% | $2.36万 | 加仓 |
| SHLD | GLOBAL X FDS | $193.37万 | 0.06% | 32,385 | -11,093 | -25.5% | -$66.24万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $193.18万 | 0.06% | 27,569 | 7,555 | 37.7% | $52.94万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $191.99万 | 0.06% | 24,276 | 1,949 | 8.7% | $15.41万 | 加仓 |
| COR | CENCORA INC | $190.75万 | 0.06% | 6,740 | 203 | 3.1% | $5.75万 | 加仓 |
| MAGS | LISTED FDS TR | $188.64万 | 0.06% | 29,337 | 210 | 0.7% | $1.35万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $187.04万 | 0.06% | 35,370 | -7,926 | -18.3% | -$41.91万 | 减仓 |
| CAIE | CALAMOS ETF TR | $186.33万 | 0.06% | 68,480 | 36,570 | 114.6% | $99.51万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $186.22万 | 0.06% | 46,290 | 5,565 | 13.7% | $22.39万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $185.83万 | 0.06% | 3,741 | 965 | 34.8% | $47.93万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $185.69万 | 0.06% | 6,502 | -410 | -5.9% | -$11.71万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $185.24万 | 0.06% | 32,121 | -2,971 | -8.5% | -$17.13万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $185.18万 | 0.06% | 39,232 | 20,856 | 113.5% | $98.44万 | 加仓 |
| WFC | WELLS FARGO & CO | $185.09万 | 0.06% | 22,396 | 3,332 | 17.5% | $27.54万 | 加仓 |