Great Point Wealth Advisors, LLC
BOSTON MA · SEC CIK 0001760304
$6.19亿2026Q2 申报市值
70持仓数
67.8%前十大占比 · 第一大 24.5%
6 / 0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
TOST 新建仓+$2,244.09万
AVUS 加仓+$483.95万
DFAI 加仓+$199.49万
AVUV 加仓+$131.92万
PYLD 加仓+$113.70万
2026Q2 卖出最多 按季末市值估算
QUS 减仓-$202.54万
GSIE 减仓-$48.84万
SCZ 减仓-$40.69万
AVEM 减仓-$32.53万
VWO 减仓-$30.44万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | $1.51亿 | 24.46% | 1,182,649 | 37,785 | 3.3% | $483.95万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $5,258.56万 | 8.49% | 1,274,802 | 48,361 | 3.9% | $199.49万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $4,343.18万 | 7.01% | 1,080,125 | 6,447 | 0.6% | $25.92万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,764.71万 | 6.08% | 744,455 | 21,445 | 3.0% | $108.45万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,814.40万 | 4.55% | 225,585 | 10,574 | 4.9% | $131.92万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,320.76万 | 3.75% | 687,937 | 32,031 | 4.9% | $108.06万 | 加仓 |
| TOST | TOAST INC | $2,244.09万 | 3.62% | 806,646 | 806,646 | — | $2,244.09万 | 新建仓 |
| PYLD | PIMCO ETF TR | $2,205.90万 | 3.56% | 831,789 | 42,875 | 5.4% | $113.70万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,969.39万 | 3.18% | 390,056 | 6,782 | 1.8% | $34.24万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,927.83万 | 3.11% | 187,077 | 7,676 | 4.3% | $79.10万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,915.08万 | 3.09% | 660,143 | 32,027 | 5.1% | $92.91万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1,827.92万 | 2.95% | 257,890 | 7,500 | 3.0% | $53.16万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,583.07万 | 2.56% | 306,263 | -1,904 | -0.6% | -$9.84万 | 减仓 |
| QUS | SPDR SERIES TRUST | $1,376.09万 | 2.22% | 73,642 | -10,839 | -12.8% | -$202.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,372.15万 | 2.22% | 37,081 | -454 | -1.2% | -$16.80万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,261.07万 | 2.04% | 275,946 | -10,688 | -3.7% | -$48.84万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $848.15万 | 1.37% | 166,142 | 1,845 | 1.1% | $9.42万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $824.59万 | 1.33% | 161,685 | -1,270 | -0.8% | -$6.48万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $709.82万 | 1.15% | 79,576 | -1,282 | -1.6% | -$11.44万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $662.09万 | 1.07% | 90,833 | -41 | -0.0% | -$2,989 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $613.79万 | 0.99% | 63,612 | -3,371 | -5.0% | -$32.53万 | 减仓 |
| DLS | WISDOMTREE TR | $564.10万 | 0.91% | 67,323 | -2,370 | -3.4% | -$19.86万 | 减仓 |
| AAPL | APPLE INC | $504.52万 | 0.81% | 17,436 | 176 | 1.0% | $5.09万 | 加仓 |
| IVW | ISHARES TR | $502.29万 | 0.81% | 36,522 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $450.02万 | 0.73% | 86,911 | -4,891 | -5.3% | -$25.33万 | 减仓 |
| VB | VANGUARD INDEX FDS | $430.55万 | 0.70% | 14,204 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $393.36万 | 0.64% | 10,545 | 97 | 0.9% | $3.62万 | 加仓 |
| EZM | WISDOMTREE TR | $354.44万 | 0.57% | 46,770 | -2,087 | -4.3% | -$15.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $308.93万 | 0.50% | 37,519 | -204 | -0.5% | -$1.68万 | 减仓 |
| ITOT | ISHARES TR | $292.55万 | 0.47% | 17,809 | -611 | -3.3% | -$10.04万 | 减仓 |
| IVE | ISHARES TR | $272.49万 | 0.44% | 12,001 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $267.36万 | 0.43% | 41,317 | -3,668 | -8.2% | -$23.74万 | 减仓 |
| VV | VANGUARD INDEX FDS | $241.29万 | 0.39% | 7,016 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $220.76万 | 0.36% | 6,248 | -593 | -8.7% | -$20.95万 | 减仓 |
| RKT | ROCKET COS INC | $191.92万 | 0.31% | 121,852 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $163.03万 | 0.26% | 4,980 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $134.60万 | 0.22% | 13,937 | -443 | -3.1% | -$4.28万 | 减仓 |
| ONON | ON HLDG AG | $134.48万 | 0.22% | 37,967 | 21 | 0.1% | $744 | 加仓 |
| SCZ | ISHARES TR | $123.83万 | 0.20% | 15,052 | -4,946 | -24.7% | -$40.69万 | 减仓 |
| IJR | ISHARES TR | $118.75万 | 0.19% | 8,007 | -180 | -2.2% | -$2.67万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $103.34万 | 0.17% | 17,313 | -5,100 | -22.8% | -$30.44万 | 减仓 |
| QQQ | INVESCO QQQ TR | $64.06万 | 0.10% | 870 | -25 | -2.8% | -$1.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.09万 | 0.09% | 2,853 | 405 | 16.5% | $8.10万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $54.99万 | 0.09% | 13,703 | -10 | -0.1% | -$401 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.15万 | 0.09% | 7,600 | -1,742 | -18.6% | -$12.41万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.79万 | 0.08% | 694 | 10 | 1.5% | $7,462 | 加仓 |
| AOA | ISHARES TR | $50.24万 | 0.08% | 5,148 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $49.19万 | 0.08% | 1,937 | 36 | 1.9% | $9,143 | 加仓 |
| AMZN | AMAZON COM INC | $47.86万 | 0.08% | 2,008 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $47.62万 | 0.08% | 659 | 62 | 10.4% | $4.48万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $44.76万 | 0.07% | 5,196 | 1,230 | 31.0% | $10.60万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $43.40万 | 0.07% | 10,480 | 1,215 | 13.1% | $5.03万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $43.37万 | 0.07% | 16,712 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $42.60万 | 0.07% | 400 | 6 | 1.5% | $6,390 | 加仓 |
| ACWI | ISHARES TR | $42.44万 | 0.07% | 2,704 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $42.24万 | 0.07% | 7,518 | -193 | -2.5% | -$1.08万 | 减仓 |
| AVGO | BROADCOM INC | $42.21万 | 0.07% | 1,118 | 21 | 1.9% | $7,929 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $39.71万 | 0.06% | 4,007 | 144 | 3.7% | $1.43万 | 加仓 |
| GOOGL | ALPHABET INC | $37.73万 | 0.06% | 1,056 | 79 | 8.1% | $2.82万 | 加仓 |
| INTC | INTEL CORP | $37.00万 | 0.06% | 2,650 | 2,650 | — | $37.00万 | 新建仓 |
| — | EMERALD HOLDING INC | $34.25万 | 0.06% | 67,966 | 67,966 | — | $34.25万 | 新建仓 |
| IEMG | ISHARES INC | $32.84万 | 0.05% | 3,964 | -123 | -3.0% | -$1.02万 | 减仓 |
| CVS | CVS HEALTH CORP | $32.19万 | 0.05% | 3,112 | 6 | 0.2% | $621 | 加仓 |
| HD | HOME DEPOT INC | $26.16万 | 0.04% | 742 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $24.72万 | 0.04% | 2,105 | 2,105 | — | $24.72万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $24.04万 | 0.04% | 2,910 | 2,425 | 500.0% | $20.04万 | 重新持有 |
| MGK | VANGUARD WORLD FD | $23.16万 | 0.04% | 2,635 | 2,108 | 400.0% | $18.53万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $22.60万 | 0.04% | 1,037 | 1,037 | — | $22.60万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $22.21万 | 0.04% | 1,667 | 1,667 | — | $22.21万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $19.25万 | 0.03% | 12,806 | 0 | 0.0% | — | 不变 |