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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $24.51万 | 0.08% | 1,810 | -21 | -1.1% | -$2,843 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $24.38万 | 0.08% | 13,494 | 13,494 | — | $24.38万 | 新建仓 |
| EMNT | PIMCO ETF TR | $24.23万 | 0.08% | 2,449 | 247 | 11.2% | $2.44万 | 加仓 |
| ICVT | ISHARES TR | $23.63万 | 0.08% | 1,941 | -103 | -5.0% | -$1.25万 | 重新持有 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.46万 | 0.08% | 834 | -7 | -0.8% | -$1,969 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $22.68万 | 0.08% | 2,911 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $22.41万 | 0.08% | 657 | 657 | — | $22.41万 | 新建仓 |
| NFLX | NETFLIX INC. | $21.97万 | 0.08% | 3,077 | 478 | 18.4% | $3.41万 | 加仓 |
| ISCG | ISHARES TR | $21.61万 | 0.07% | 3,298 | -1,326 | -28.7% | -$8.69万 | 重新持有 |
| DIS | DISNEY WALT CO | $21.37万 | 0.07% | 2,221 | 199 | 9.8% | $1.92万 | 重新持有 |
| SYK | STRYKER CORPORATION | $20.91万 | 0.07% | 664 | 4 | 0.6% | $1,259 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $20.44万 | 0.07% | 8,093 | -63 | -0.8% | -$1,591 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.19万 | 0.07% | 2,487 | 2,487 | — | $20.19万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.10万 | 0.07% | 3,527 | 3,527 | — | $20.10万 | 新建仓 |
| KVUE | KENVUE INC | $19.94万 | 0.07% | 10,436 | 10,436 | — | $19.94万 | 新建仓 |
| V | VISA INC | $0 | 0.00% | 0 | -751 | -100.0% | -$22.70万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -3,989 | -100.0% | -$20.03万 | 清仓 |