Towerpoint Wealth, LLC
SACRAMENTO CA · SEC CIK 0001731445
$2.89亿2026Q2 申报市值
115持仓数
56.1%前十大占比 · 第一大 10.9%
21 / 2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
LRCX 新建仓+$395.48万
AVDV 加仓+$325.50万
JNJ 新建仓+$116.64万
NVDA 加仓+$106.53万
AMAT 新建仓+$105.21万
2026Q2 卖出最多 按季末市值估算
KOMP 减仓-$208.66万
VTV 减仓-$199.23万
VUG 减仓-$123.03万
GOOG 减仓-$113.24万
QQQ 减仓-$32.39万
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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $400.63万 | 1.39% | 32,264 | -2,372 | -6.8% | -$29.45万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $443.76万 | 1.53% | 88,065 | -1,867 | -2.1% | -$9.41万 | 减仓 |
| AAPL | APPLE INC | $446.38万 | 1.54% | 15,426 | 1,019 | 7.1% | $29.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $491.09万 | 1.70% | 24,544 | 5,324 | 27.7% | $106.53万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $491.09万 | 1.70% | 6,576 | 614 | 10.3% | $45.85万 | 加仓 |
| LLY | ELI LILLY & CO | $545.60万 | 1.89% | 4,549 | 267 | 6.2% | $32.02万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $552.51万 | 1.91% | 53,615 | 31,586 | 143.4% | $325.50万 | 加仓 |
| IWD | ISHARES TR | $673.53万 | 2.33% | 27,783 | -924 | -3.2% | -$22.40万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $708.65万 | 2.45% | 147,084 | 1,078 | 0.7% | $5.19万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $894.06万 | 3.09% | 36,794 | -344 | -0.9% | -$8.36万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $1,052.03万 | 3.64% | 28,768 | -480 | -1.6% | -$17.55万 | 减仓 |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | $1,378.51万 | 4.77% | 324,622 | 17,772 | 5.8% | $75.47万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,567.23万 | 5.42% | 189,622 | 8,584 | 4.7% | $70.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,809.44万 | 6.26% | 224,580 | 1,452 | 0.7% | $11.70万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,891.75万 | 6.54% | 265,509 | 9,788 | 3.8% | $69.74万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,104.02万 | 10.74% | 360,346 | -14,282 | -3.8% | -$123.03万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $3,142.34万 | 10.87% | 144,190 | -9,142 | -6.0% | -$199.23万 | 减仓 |