Belpointe Asset Management LLC
RENO NV · SEC CIK 0001721242
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $35.90万 | 0.01% | 6,228 | -485 | -7.2% | -$2.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $35.66万 | 0.01% | 9,700 | -2,708 | -21.8% | -$9.95万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $35.47万 | 0.01% | 7,098 | 357 | 5.3% | $1.78万 | 加仓 |
| FDX | FEDEX CORP | $35.35万 | 0.01% | 992 | -1,151 | -53.7% | -$41.01万 | 减仓 |
| DTE | DTE ENERGY CO | $35.15万 | 0.01% | 2,404 | 4 | 0.2% | $585 | 加仓 |
| — | Innovator Intl Buffer ETF - Quarterly 0-10 | $35.09万 | 0.01% | 11,886 | -56 | -0.5% | -$1,653 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.97万 | 0.01% | 5,488 | -291 | -5.0% | -$1.85万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $34.95万 | 0.01% | 15,801 | -7,781 | -33.0% | -$17.21万 | 减仓 |
| PI | IMPINJ INC | $34.92万 | 0.01% | 3,400 | 1,334 | 64.6% | $13.70万 | 加仓 |
| — | DuPont de Nemours, Inc. Common Stock | $34.87万 | 0.01% | 7,612 | -334 | -4.2% | -$1.53万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $34.80万 | 0.01% | 14,986 | -30,133 | -66.8% | -$69.97万 | 减仓 |
| PTC | PTC INC | $34.70万 | 0.01% | 2,435 | 2,435 | — | $34.70万 | 新建仓 |
| SCZ | ISHARES TR | $34.63万 | 0.01% | 4,416 | 104 | 2.4% | $8,155 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $34.61万 | 0.01% | 1,479 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $34.44万 | 0.01% | 3,893 | -7 | -0.2% | -$619 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $34.44万 | 0.01% | 10,189 | 10,189 | — | $34.44万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $34.08万 | 0.01% | 3,780 | -4,940 | -56.7% | -$44.54万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $33.80万 | 0.01% | 2,651 | -20 | -0.7% | -$2,550 | 减仓 |
| — | RGC RES INC | $33.21万 | 0.01% | 15,062 | -54 | -0.4% | -$1,191 | 减仓 |
| PTLC | Pacer Trendpilot US Large Cap ETF | $33.12万 | 0.01% | 6,313 | 1 | 0.0% | $52 | 加仓 |
| EPS | WISDOMTREE TR | $33.07万 | 0.01% | 4,854 | 4,854 | — | $33.07万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $33.05万 | 0.01% | 1,222 | 1,222 | — | $33.05万 | 新建仓 |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $32.99万 | 0.01% | 3,026 | -5,202 | -63.2% | -$56.71万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $32.96万 | 0.01% | 1,601 | -1 | -0.1% | -$206 | 减仓 |
| ESGV | VANGUARD WORLD FD | $32.95万 | 0.01% | 2,935 | 2,935 | — | $32.95万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $32.88万 | 0.01% | 8,232 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $32.87万 | 0.01% | 3,544 | -230 | -6.1% | -$2.13万 | 减仓 |
| HEDJ | WISDOMTREE TR | $32.83万 | 0.01% | 6,277 | 0 | 0.0% | — | 不变 |
| VRP | INVESCO EXCH TRADED FD TR II | $32.73万 | 0.01% | 13,650 | 5,250 | 62.5% | $12.59万 | 加仓 |
| IBMO | ISHARES TR | $32.66万 | 0.01% | 12,742 | -50,337 | -79.8% | -$129.02万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $32.55万 | 0.01% | 1,132 | 0 | 0.0% | — | 不变 |
| — | CAMBRIA ETF TR | $32.28万 | 0.01% | 13,465 | -12,018 | -47.2% | -$28.81万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $32.26万 | 0.01% | 15,804 | 15,804 | — | $32.26万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $32.24万 | 0.01% | 2,106 | -3 | -0.1% | -$459 | 减仓 |
| — | ISHARES TR | $32.14万 | 0.01% | 6,718 | 6,718 | — | $32.14万 | 新建仓 |
| BP | BP PLC | $32.13万 | 0.01% | 6,836 | -2,409 | -26.1% | -$11.32万 | 减仓 |
| EUFN | ISHARES TR | $32.12万 | 0.01% | 9,216 | 0 | 0.0% | — | 不变 |
| GVAL | CAMBRIA ETF TR | $31.97万 | 0.01% | 9,639 | -2,561 | -21.0% | -$8.49万 | 减仓 |
| IDV | ISHARES TR | $31.90万 | 0.01% | 7,496 | 1,759 | 30.7% | $7.49万 | 加仓 |
| TBIL | RBB FD INC | $31.89万 | 0.01% | 6,395 | 34 | 0.5% | $1,695 | 加仓 |
| — | NORTHERN LTS FD TR IV | $31.84万 | 0.01% | 7,179 | 454 | 6.8% | $2.01万 | 加仓 |
| EXI | iShares Global Industrials ETF | $31.77万 | 0.01% | 1,755 | -1,595 | -47.6% | -$28.88万 | 减仓 |
| IQDG | WISDOMTREE TR | $31.73万 | 0.01% | 7,906 | 7,906 | — | $31.73万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $31.56万 | 0.01% | 5,854 | 5,854 | — | $31.56万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $31.44万 | 0.01% | 3,962 | 3,962 | — | $31.44万 | 新建仓 |
| WY | WEYERHAEUSER CO | $31.41万 | 0.01% | 12,855 | -11,604 | -47.4% | -$28.35万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $31.31万 | 0.01% | 27,884 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $31.25万 | 0.01% | 1,495 | 1,495 | — | $31.25万 | 新建仓 |
| PAYX | PAYCHEX INC | $31.17万 | 0.01% | 3,383 | 27 | 0.8% | $2,488 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $31.17万 | 0.01% | 1,578 | -157 | -9.0% | -$3.10万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS INC | $30.87万 | 0.01% | 38,445 | 12,977 | 51.0% | $10.42万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $30.82万 | 0.01% | 4,964 | -43,438 | -89.7% | -$269.68万 | 减仓 |
| SPLB | SPDR SERIES TRUST | $30.81万 | 0.01% | 13,865 | 13,865 | — | $30.81万 | 新建仓 |
| IBHG | ISHARES TR | $30.80万 | 0.01% | 13,917 | -2,910 | -17.3% | -$6.44万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $30.79万 | 0.01% | 3,945 | 77 | 2.0% | $6,009 | 加仓 |
| BE | BLOOM ENERGY CORP | $30.67万 | 0.01% | 2,264 | 2,264 | — | $30.67万 | 新建仓 |
| ETV | EATON VANCE TAX-MANAGED BUY | $30.64万 | 0.01% | 22,414 | -1,272 | -5.4% | -$1.74万 | 减仓 |
| ARKW | ARK ETF TR | $30.43万 | 0.01% | 2,522 | -445 | -15.0% | -$5.37万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $30.26万 | 0.01% | 3,731 | 3,731 | — | $30.26万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $30.21万 | 0.01% | 6,920 | 6,920 | — | $30.21万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $30.17万 | 0.01% | 7,390 | 1,440 | 24.2% | $5.88万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $30.17万 | 0.01% | 13,256 | -3,405 | -20.4% | -$7.75万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $30.15万 | 0.01% | 25,000 | -4,069 | -14.0% | -$4.91万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $30.10万 | 0.01% | 4,410 | 4,410 | — | $30.10万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $30.03万 | 0.01% | 6,510 | -286 | -4.2% | -$1.32万 | 减仓 |
| RH | RH | $29.95万 | 0.01% | 2,142 | 2,142 | — | $29.95万 | 新建仓 |
| CENX | CENTURY ALUM CO | $29.81万 | 0.01% | 5,080 | 5,080 | — | $29.81万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $29.79万 | 0.01% | 2,352 | 109 | 4.9% | $1.38万 | 加仓 |
| BC | BRUNSWICK CORP | $29.79万 | 0.01% | 4,094 | -392 | -8.7% | -$2.85万 | 减仓 |
| IBDY | iShares iBonds Dec 2033 Term Corporate ETF | $29.78万 | 0.01% | 11,521 | 11,521 | — | $29.78万 | 新建仓 |
| — | ISHARES TR | $29.74万 | 0.01% | 3,444 | -364 | -9.6% | -$3.14万 | 减仓 |
| EVR | EVERCORE INC | $29.70万 | 0.01% | 995 | -161 | -13.9% | -$4.81万 | 减仓 |
| — | WELLS FARGO & CO | $29.70万 | 0.01% | 257 | 24 | 10.3% | $2.77万 | 加仓 |
| — | GLOBAL X FDS | $29.66万 | 0.01% | 7,762 | 7,762 | — | $29.66万 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $29.61万 | 0.01% | 106,139 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $29.33万 | 0.01% | 6,951 | -3,015 | -30.3% | -$12.72万 | 重新持有 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $29.19万 | 0.01% | 3,171 | -332 | -9.5% | -$3.06万 | 减仓 |
| DOCS | DOXIMITY INC | $29.17万 | 0.01% | 12,521 | 3,360 | 36.7% | $7.83万 | 重新持有 |
| RPG | INVESCO EXCHANGE TRADED FD T | $28.84万 | 0.01% | 6,170 | -1,740 | -22.0% | -$8.13万 | 减仓 |
| DBEF | DBX ETF TR | $28.79万 | 0.01% | 5,827 | 475 | 8.9% | $2.35万 | 加仓 |
| GPC | GENUINE PARTS CO | $28.55万 | 0.01% | 2,700 | 2,700 | — | $28.55万 | 新建仓 |
| DMXF | ISHARES TR | $28.49万 | 0.01% | 3,776 | 3,776 | — | $28.49万 | 新建仓 |
| NPO | ENPRO INC | $28.45万 | 0.01% | 1,135 | 1,135 | — | $28.45万 | 新建仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $28.35万 | 0.01% | 26,197 | 2,850 | 12.2% | $3.08万 | 加仓 |
| MPLX | MPLX LP | $28.16万 | 0.01% | 4,935 | -643 | -11.5% | -$3.67万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $28.06万 | 0.01% | 27,241 | 8 | 0.0% | $82 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $28.04万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $27.96万 | 0.01% | 4,781 | -8,386 | -63.7% | -$49.04万 | 减仓 |
| — | PACER FDS TR | $27.90万 | 0.01% | 6,100 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.81万 | 0.01% | 3,802 | 682 | 21.9% | $4.99万 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $27.73万 | 0.01% | 7,604 | 7,604 | — | $27.73万 | 新建仓 |
| DFSU | Dimensional US Sustainability Core 1 ETF | $27.69万 | 0.01% | 6,739 | 6,739 | — | $27.69万 | 新建仓 |
| AA | ALCOA CORP | $27.69万 | 0.01% | 4,174 | 4,174 | — | $27.69万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $27.56万 | 0.01% | 3,872 | -57 | -1.5% | -$4,057 | 减仓 |
| UGI | UGI CORP NEW | $27.46万 | 0.01% | 7,541 | -2,071 | -21.5% | -$7.54万 | 减仓 |
| DEM | WISDOMTREE TR | $27.40万 | 0.01% | 5,514 | 908 | 19.7% | $4.51万 | 重新持有 |
| PII | POLARIS INC | $27.32万 | 0.01% | 5,013 | 5,013 | — | $27.32万 | 新建仓 |
| UYLD | Angel Oak UltraShort Income ETF | $27.23万 | 0.01% | 5,335 | 625 | 13.3% | $3.19万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $27.17万 | 0.01% | 2,355 | -171 | -6.8% | -$1.97万 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $27.11万 | 0.01% | 2,444 | -140 | -5.4% | -$1.55万 | 减仓 |