Towerpoint Wealth, LLC
SACRAMENTO CA · SEC CIK 0001731445
$2.48亿2026Q1 申报市值
93持仓数
59.6%前十大占比 · 第一大 12.1%
6 / 2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
AVDV 新建仓+$219.98万
TAGG 加仓+$66.90万
VCIT 加仓+$60.63万
RPG 新建仓+$37.23万
T 加仓+$28.10万
2026Q1 卖出最多 按季末市值估算
VTV 减仓-$152.64万
KOMP 减仓-$102.81万
IAU 减仓-$44.93万
VTC 清仓-$37.03万
NVDA 减仓-$30.89万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3,008.37万 | 12.14% | 153,332 | -7,780 | -4.8% | -$152.64万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $2,727.23万 | 11.01% | 62,438 | -95 | -0.2% | -$4.15万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,638.66万 | 6.61% | 255,721 | -2,178 | -0.8% | -$13.96万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,601.94万 | 6.46% | 55,782 | 640 | 1.2% | $18.38万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,498.09万 | 6.05% | 181,038 | 7,327 | 4.2% | $60.63万 | 加仓 |
| TAGG | T ROWE PRICE ETF INC | $1,307.18万 | 5.28% | 306,850 | 15,705 | 5.4% | $66.90万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $884.02万 | 3.57% | 29,248 | -11 | -0.0% | -$3,325 | 减仓 |
| VBR | VANGUARD INDEX FDS | $806.82万 | 3.26% | 37,138 | -492 | -1.3% | -$10.69万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $686.67万 | 2.77% | 146,006 | 2,329 | 1.6% | $10.95万 | 加仓 |
| IWD | ISHARES TR | $613.39万 | 2.48% | 28,707 | -313 | -1.1% | -$6.69万 | 减仓 |
| KOMP | SPDR SERIES TRUST | $476.19万 | 1.92% | 81,431 | -17,581 | -17.8% | -$102.81万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $410.54万 | 1.66% | 89,932 | -2,000 | -2.2% | -$9.13万 | 减仓 |
| IAU | ISHARES GOLD TR | $405.46万 | 1.64% | 45,991 | -5,096 | -10.0% | -$44.93万 | 减仓 |
| LLY | ELI LILLY & CO | $393.85万 | 1.59% | 4,282 | -1 | -0.0% | -$920 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $387.70万 | 1.56% | 5,962 | 65 | 1.1% | $4.23万 | 加仓 |
| IWF | ISHARES TR | $369.21万 | 1.49% | 8,659 | -88 | -1.0% | -$3.75万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $369.20万 | 1.49% | 61,760 | 1,793 | 3.0% | $10.72万 | 加仓 |
| AAPL | APPLE INC | $365.62万 | 1.48% | 14,407 | -5 | -0.0% | -$1,269 | 减仓 |
| NVDA | NVIDIA CORPORATION | $335.19万 | 1.35% | 19,220 | -1,771 | -8.4% | -$30.89万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $328.26万 | 1.32% | 33,526 | -1,803 | -5.1% | -$17.65万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $274.40万 | 1.11% | 31,565 | -6 | -0.0% | -$522 | 减仓 |
| GOOG | ALPHABET INC | $265.05万 | 1.07% | 9,240 | -60 | -0.6% | -$1.72万 | 减仓 |
| IJH | ISHARES TR | $254.32万 | 1.03% | 37,661 | 895 | 2.4% | $6.04万 | 加仓 |
| WMT | WALMART INC | $234.34万 | 0.95% | 18,855 | 75 | 0.4% | $9,321 | 加仓 |
| IWN | ISHARES TR | $231.47万 | 0.93% | 12,209 | 1 | 0.0% | $190 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $219.98万 | 0.89% | 22,029 | 22,029 | — | $219.98万 | 新建仓 |
| GLD | SPDR GOLD TR | $215.66万 | 0.87% | 5,012 | -50 | -1.0% | -$2.15万 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $206.17万 | 0.83% | 68,955 | 7,570 | 12.3% | $22.63万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $179.06万 | 0.72% | 37,266 | 835 | 2.3% | $4.01万 | 加仓 |
| IVW | ISHARES TR | $175.56万 | 0.71% | 15,521 | -44 | -0.3% | -$4,977 | 减仓 |
| CMF | ISHARES TR | $153.54万 | 0.62% | 27,003 | 31 | 0.1% | $1,763 | 加仓 |
| ILCG | ISHARES TR | $151.87万 | 0.61% | 15,906 | -896 | -5.3% | -$8.55万 | 减仓 |
| HYG | ISHARES TR | $143.73万 | 0.58% | 18,066 | 145 | 0.8% | $1.15万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $140.81万 | 0.57% | 12,543 | -59 | -0.5% | -$6,624 | 减仓 |
| MSFT | MICROSOFT CORP | $136.40万 | 0.55% | 3,685 | -127 | -3.3% | -$4.70万 | 减仓 |
| EFA | ISHARES TR | $132.96万 | 0.54% | 13,689 | -460 | -3.3% | -$4.47万 | 减仓 |
| ESML | ISHARES TR | $131.67万 | 0.53% | 28,004 | 367 | 1.3% | $1.73万 | 加仓 |
| VGT | VANGUARD WORLD FD | $129.79万 | 0.52% | 1,860 | -326 | -14.9% | -$22.75万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $126.93万 | 0.51% | 5,902 | 335 | 6.0% | $7.20万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $120.44万 | 0.49% | 21,287 | -100 | -0.5% | -$5,658 | 减仓 |
| IVE | ISHARES TR | $113.34万 | 0.46% | 5,368 | -4 | -0.1% | -$845 | 减仓 |
| ABBV | ABBVIE INC | $104.07万 | 0.42% | 4,785 | -3 | -0.1% | -$652 | 减仓 |
| — | EXXON MOBIL CORP | $98.81万 | 0.40% | 5,824 | 32 | 0.6% | $5,429 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $96.99万 | 0.39% | 20,675 | -544 | -2.6% | -$2.55万 | 减仓 |
| CWB | SPDR SERIES TRUST | $93.24万 | 0.38% | 10,188 | -55 | -0.5% | -$5,033 | 减仓 |
| PG | PROCTER & GAMBLE CO | $90.36万 | 0.36% | 6,256 | -6 | -0.1% | -$867 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $90.34万 | 0.36% | 30,428 | 4,964 | 19.5% | $14.74万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $88.76万 | 0.36% | 2,767 | -48 | -1.7% | -$1.54万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $84.56万 | 0.34% | 16,976 | 148 | 0.9% | $7,372 | 加仓 |
| GOOGL | ALPHABET INC | $81.58万 | 0.33% | 2,837 | -89 | -3.0% | -$2.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $68.14万 | 0.28% | 1,181 | -41 | -3.4% | -$2.37万 | 减仓 |
| HD | HOME DEPOT INC | $66.88万 | 0.27% | 2,034 | 100 | 5.2% | $3.29万 | 加仓 |
| TSLA | TESLA INC | $65.76万 | 0.27% | 1,769 | -17 | -1.0% | -$6,320 | 减仓 |
| ABT | ABBOTT LABORATORIES | $65.51万 | 0.26% | 6,380 | -70 | -1.1% | -$7,187 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $64.06万 | 0.26% | 10,458 | 211 | 2.1% | $1.29万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.08万 | 0.25% | 623 | 1 | 0.2% | $997 | 加仓 |
| META | META PLATFORMS INC | $61.41万 | 0.25% | 1,073 | -133 | -11.0% | -$7.61万 | 减仓 |
| T | AT&T INC | $53.71万 | 0.22% | 18,526 | 9,694 | 109.8% | $28.10万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $52.86万 | 0.21% | 5,470 | 8 | 0.1% | $773 | 加仓 |
| NUDM | NUSHARES ETF TR | $50.36万 | 0.20% | 13,947 | -624 | -4.3% | -$2.25万 | 减仓 |
| AMZN | AMAZON COM INC | $50.17万 | 0.20% | 2,409 | -315 | -11.6% | -$6.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $48.18万 | 0.19% | 1,638 | 195 | 13.5% | $5.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $44.89万 | 0.18% | 5,061 | 7 | 0.1% | $621 | 加仓 |
| IJR | ISHARES TR | $43.69万 | 0.18% | 3,515 | 514 | 17.1% | $6.39万 | 加仓 |
| ILCV | ISHARES TR | $42.25万 | 0.17% | 4,537 | -901 | -16.6% | -$8.39万 | 减仓 |
| AVGO | BROADCOM INC | $40.26万 | 0.16% | 1,301 | -9 | -0.7% | -$2,785 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $37.23万 | 0.15% | 7,965 | 7,965 | — | $37.23万 | 新建仓 |
| ISCV | ISHARES TR | $34.82万 | 0.14% | 5,010 | -874 | -14.9% | -$6.07万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $33.98万 | 0.14% | 6,950 | -127 | -1.8% | -$6,209 | 减仓 |
| WFC | WELLS FARGO & CO | $33.83万 | 0.14% | 4,249 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $33.78万 | 0.14% | 3,474 | 94 | 2.8% | $9,140 | 加仓 |
| CEFS | EXCHANGE LISTED FDS TR | $30.87万 | 0.12% | 13,690 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $30.53万 | 0.12% | 973 | -6 | -0.6% | -$1,883 | 减仓 |
| VOE | VANGUARD INDEX FDS | $30.50万 | 0.12% | 1,655 | -176 | -9.6% | -$3.24万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $30.29万 | 0.12% | 12,045 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $28.60万 | 0.12% | 5,732 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $28.43万 | 0.11% | 1,831 | 50 | 2.8% | $7,765 | 加仓 |
| AFL | AFLAC INC | $26.60万 | 0.11% | 2,424 | 2 | 0.1% | $219 | 加仓 |
| IJS | ISHARES TR | $25.69万 | 0.10% | 2,169 | 4 | 0.2% | $474 | 加仓 |
| NFLX | NETFLIX INC. | $24.99万 | 0.10% | 2,599 | -287 | -9.9% | -$2.76万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $24.93万 | 0.10% | 3,385 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.76万 | 0.10% | 5,611 | 5,611 | — | $24.76万 | 新建仓 |
| IVV | ISHARES TR | $23.29万 | 0.09% | 356 | -16 | -4.3% | -$1.05万 | 减仓 |
| CAT | CATERPILLAR INC | $23.19万 | 0.09% | 327 | 327 | — | $23.19万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $22.83万 | 0.09% | 2,911 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $22.70万 | 0.09% | 751 | -43 | -5.4% | -$1.30万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $22.10万 | 0.09% | 8,156 | 8,156 | — | $22.10万 | 新建仓 |
| EMNT | PIMCO ETF TR | $21.78万 | 0.09% | 2,202 | -4 | -0.2% | -$396 | 减仓 |
| SYK | STRYKER CORPORATION | $21.69万 | 0.09% | 660 | -34 | -4.9% | -$1.12万 | 减仓 |
| GE | GE AEROSPACE | $20.75万 | 0.08% | 731 | -4 | -0.5% | -$1,135 | 减仓 |
| QCOM | QUALCOMM INC | $20.50万 | 0.08% | 1,592 | -66 | -4.0% | -$8,498 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.39万 | 0.08% | 841 | -2 | -0.2% | -$485 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.03万 | 0.08% | 3,989 | 3,989 | — | $20.03万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -4,770 | -100.0% | -$37.03万 | 清仓 |
| ISCG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -624 | -100.0% | -$23.09万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICVT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |