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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $3,142.34万 | 10.87% | 144,190 | -9,142 | -6.0% | -$199.23万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,104.02万 | 10.74% | 360,346 | -14,282 | -3.8% | -$123.03万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,891.75万 | 6.54% | 265,509 | 9,788 | 3.8% | $69.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,809.44万 | 6.26% | 224,580 | 1,452 | 0.7% | $11.70万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,567.23万 | 5.42% | 189,622 | 8,584 | 4.7% | $70.95万 | 加仓 |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | $1,378.51万 | 4.77% | 324,622 | 17,772 | 5.8% | $75.47万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $1,052.03万 | 3.64% | 28,768 | -480 | -1.6% | -$17.55万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $894.06万 | 3.09% | 36,794 | -344 | -0.9% | -$8.36万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $708.65万 | 2.45% | 147,084 | 1,078 | 0.7% | $5.19万 | 加仓 |
| IWD | ISHARES TR | $673.53万 | 2.33% | 27,783 | -924 | -3.2% | -$22.40万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $552.51万 | 1.91% | 53,615 | 31,586 | 143.4% | $325.50万 | 加仓 |
| LLY | ELI LILLY & CO | $545.60万 | 1.89% | 4,549 | 267 | 6.2% | $32.02万 | 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 |
| NVDA | NVIDIA CORPORATION | $491.09万 | 1.70% | 24,544 | 5,324 | 27.7% | $106.53万 | 加仓 |
| AAPL | APPLE INC | $446.38万 | 1.54% | 15,426 | 1,019 | 7.1% | $29.49万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $443.76万 | 1.53% | 88,065 | -1,867 | -2.1% | -$9.41万 | 减仓 |
| IWF | ISHARES TR | $400.63万 | 1.39% | 32,264 | -2,372 | -6.8% | -$29.45万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $395.48万 | 1.37% | 9,127 | 9,127 | — | $395.48万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $395.34万 | 1.37% | 33,225 | -301 | -0.9% | -$3.58万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $385.02万 | 1.33% | 64,461 | 2,701 | 4.4% | $16.13万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $373.58万 | 1.29% | 52,248 | -29,183 | -35.8% | -$208.66万 | 减仓 |
| IAU | ISHARES GOLD TR | $344.03万 | 1.19% | 45,561 | -430 | -0.9% | -$3.25万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $295.52万 | 1.02% | 31,214 | -351 | -1.1% | -$3.32万 | 减仓 |
| IJH | ISHARES TR | $289.25万 | 1.00% | 37,511 | -150 | -0.4% | -$1.16万 | 减仓 |
| IWN | ISHARES TR | $267.22万 | 0.92% | 12,080 | -129 | -1.1% | -$2.85万 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $240.00万 | 0.83% | 72,050 | 3,095 | 4.5% | $10.31万 | 加仓 |
| WMT | WALMART INC | $223.91万 | 0.77% | 19,769 | 914 | 4.8% | $10.35万 | 加仓 |
| GOOG | ALPHABET INC | $213.23万 | 0.74% | 6,035 | -3,205 | -34.7% | -$113.24万 | 减仓 |
| IVW | ISHARES TR | $211.16万 | 0.73% | 15,353 | -168 | -1.1% | -$2.31万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $187.77万 | 0.65% | 38,772 | 1,506 | 4.0% | $7.29万 | 加仓 |
| GLD | SPDR GOLD TR | $184.93万 | 0.64% | 5,020 | 8 | 0.2% | $2,947 | 加仓 |
| ILCG | ISHARES TR | $184.80万 | 0.64% | 15,792 | -114 | -0.7% | -$1.33万 | 减仓 |
| VGT | VANGUARD WORLD FD | $176.70万 | 0.61% | 14,784 | -96 | -0.6% | -$1.15万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $166.44万 | 0.58% | 12,586 | 43 | 0.3% | $5,686 | 加仓 |
| CMF | ISHARES TR | $156.90万 | 0.54% | 27,221 | 218 | 0.8% | $1.26万 | 加仓 |
| ESML | ISHARES TR | $148.15万 | 0.51% | 26,489 | -1,515 | -5.4% | -$8.47万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $145.17万 | 0.50% | 6,135 | 233 | 3.9% | $5.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $143.92万 | 0.50% | 3,858 | 173 | 4.7% | $6.45万 | 加仓 |
| HYG | ISHARES TR | $143.57万 | 0.50% | 17,953 | -113 | -0.6% | -$9,037 | 减仓 |
| EFA | ISHARES TR | $142.30万 | 0.49% | 13,698 | 9 | 0.1% | $935 | 加仓 |
| SPYV | SPDR SERIES TRUST | $129.94万 | 0.45% | 21,375 | 88 | 0.4% | $5,349 | 加仓 |
| ABBV | ABBVIE INC | $122.57万 | 0.42% | 4,871 | 86 | 1.8% | $2.16万 | 加仓 |
| GOOGL | ALPHABET INC | $121.80万 | 0.42% | 3,408 | 571 | 20.1% | $20.41万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $121.16万 | 0.42% | 32,457 | 2,029 | 6.7% | $7.57万 | 加仓 |
| IVE | ISHARES TR | $120.73万 | 0.42% | 5,317 | -51 | -1.0% | -$1.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $116.64万 | 0.40% | 4,593 | 4,593 | — | $116.64万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $110.08万 | 0.38% | 10,210 | 22 | 0.2% | $2,372 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $106.37万 | 0.37% | 20,542 | -133 | -0.6% | -$6,887 | 减仓 |
| AMAT | APPLIED MATLS INC | $105.21万 | 0.36% | 1,455 | 1,455 | — | $105.21万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $102.60万 | 0.35% | 2,773 | 6 | 0.2% | $2,220 | 加仓 |
| META | META PLATFORMS INC | $99.56万 | 0.34% | 1,767 | 694 | 64.7% | $39.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $99.29万 | 0.34% | 6,771 | 515 | 8.2% | $7.55万 | 加仓 |
| CAT | CATERPILLAR INC | $92.86万 | 0.32% | 872 | 545 | 166.7% | $58.04万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $84.38万 | 0.29% | 16,951 | -25 | -0.1% | -$1,245 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD 看跌期权 | $82.04万 | 0.28% | 4,100 | 4,100 | — | $82.04万 | 新建仓 |
| INTC | INTEL CORP | $78.29万 | 0.27% | 5,607 | -4 | -0.1% | -$559 | 减仓 |
| TSLA | TESLA INC | $72.39万 | 0.25% | 1,721 | -48 | -2.7% | -$2.02万 | 减仓 |
| HD | HOME DEPOT INC | $68.96万 | 0.24% | 1,955 | -79 | -3.9% | -$2.79万 | 减仓 |
| — | EXXON MOBIL CORP | $66.00万 | 0.23% | 4,827 | -997 | -17.1% | -$13.63万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $65.28万 | 0.23% | 5,480 | 10 | 0.2% | $1,191 | 加仓 |
| AMZN | AMAZON COM INC | $60.54万 | 0.21% | 2,540 | 131 | 5.4% | $3.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $59.22万 | 0.20% | 633 | 10 | 1.6% | $9,356 | 加仓 |
| ABT | ABBOTT LABORATORIES | $58.32万 | 0.20% | 6,427 | 47 | 0.7% | $4,265 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $57.92万 | 0.20% | 10,906 | 448 | 4.3% | $2.38万 | 加仓 |
| CMI | CUMMINS INC | $57.91万 | 0.20% | 812 | 812 | — | $57.91万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $55.82万 | 0.19% | 13,948 | 1 | 0.0% | $40 | 加仓 |
| QQQ | INVESCO QQQ TR | $54.54万 | 0.19% | 741 | -440 | -37.3% | -$32.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $53.62万 | 0.19% | 1,638 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $52.46万 | 0.18% | 903 | 903 | — | $52.46万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $51.97万 | 0.18% | 5,389 | 328 | 6.5% | $3.16万 | 加仓 |
| AVGO | BROADCOM INC | $51.26万 | 0.18% | 1,357 | 56 | 4.3% | $2.12万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $50.86万 | 0.18% | 7,965 | 0 | 0.0% | — | 不变 |
| ILCV | ISHARES TR | $45.96万 | 0.16% | 4,540 | 3 | 0.1% | $304 | 加仓 |
| IJR | ISHARES TR | $44.97万 | 0.16% | 3,032 | -483 | -13.7% | -$7.16万 | 减仓 |
| IJR | ISHARES TR 看跌期权 | $44.02万 | 0.15% | 2,200 | 2,200 | — | $44.02万 | 新建仓 |
| CSCO | CISCO SYS INC | $42.99万 | 0.15% | 3,660 | 3,660 | — | $42.99万 | 新建仓 |
| ISCV | ISHARES TR | $39.25万 | 0.14% | 5,011 | 1 | 0.0% | $78 | 加仓 |
| IWO | ISHARES TR | $38.33万 | 0.13% | 973 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $37.52万 | 0.13% | 18,128 | -398 | -2.1% | -$8,238 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $36.60万 | 0.13% | 881 | 881 | — | $36.60万 | 新建仓 |
| BX | BLACKSTONE INC | $36.03万 | 0.12% | 3,062 | 3,062 | — | $36.03万 | 新建仓 |
| IWR | ISHARES TR | $35.24万 | 0.12% | 3,194 | -280 | -8.1% | -$3.09万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $35.10万 | 0.12% | 13,690 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $34.32万 | 0.12% | 4,153 | -96 | -2.3% | -$7,934 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.85万 | 0.12% | 493 | 493 | — | $33.85万 | 新建仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $33.56万 | 0.12% | 6,759 | -191 | -2.7% | -$9,484 | 减仓 |
| VOE | VANGUARD INDEX FDS | $32.70万 | 0.11% | 1,655 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $31.22万 | 0.11% | 1,161 | 1,161 | — | $31.22万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $30.71万 | 0.11% | 266 | 266 | — | $30.71万 | 新建仓 |
| IVV | ISHARES TR | $30.50万 | 0.11% | 407 | 51 | 14.3% | $3.82万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $30.23万 | 0.10% | 12,045 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $29.73万 | 0.10% | 2,175 | 6 | 0.3% | $820 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $28.99万 | 0.10% | 5,732 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $28.90万 | 0.10% | 773 | 42 | 5.7% | $1.57万 | 加仓 |
| QCOM | QUALCOMM INC | $28.79万 | 0.10% | 1,558 | -34 | -2.1% | -$6,282 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $28.61万 | 0.10% | 831 | 831 | — | $28.61万 | 新建仓 |
| AFL | AFLAC INC | $28.53万 | 0.10% | 2,433 | 9 | 0.4% | $1,055 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $25.83万 | 0.09% | 867 | 867 | — | $25.83万 | 新建仓 |
| GEV | GE VERNOVA INC | $25.61万 | 0.09% | 218 | 218 | — | $25.61万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $24.85万 | 0.09% | 3,385 | 0 | 0.0% | — | 不变 |