Great Point Wealth Advisors, LLC
BOSTON MA · SEC CIK 0001760304
$5.42亿2026Q1 申报市值
62持仓数
68.8%前十大占比 · 第一大 23.5%
2 / 3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
FBTC 加仓+$267.85万
AVUS 加仓+$251.11万
AVUV 加仓+$129.34万
PYLD 加仓+$88.44万
BTC 新建仓+$50.12万
2026Q1 卖出最多 按季末市值估算
IBIT 清仓-$283.21万
BFAM 减仓-$124.26万
URI 清仓-$47.32万
DLS 减仓-$46.57万
ACWI 减仓-$37.68万
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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -57,041 | -100.0% | -$283.21万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -585 | -100.0% | -$47.32万 | 清仓 |
| MGK | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -418 | -100.0% | -$21.01万 | 清仓 |
| AMAT | APPLIED MATLS INC | $20.41万 | 0.04% | 597 | 597 | — | $20.41万 | 新建仓 |
| CVS | CVS HEALTH CORP | $22.31万 | 0.04% | 3,106 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $24.40万 | 0.05% | 742 | -10 | -1.3% | -$3,288 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $25.43万 | 0.05% | 12,806 | 6,418 | 100.5% | $12.75万 | 重新持有 |
| CAT | CATERPILLAR INC | $27.89万 | 0.05% | 394 | -26 | -6.2% | -$1.84万 | 减仓 |
| GOOGL | ALPHABET INC | $28.09万 | 0.05% | 977 | 20 | 2.1% | $5,751 | 加仓 |
| IEMG | ISHARES INC | $28.51万 | 0.05% | 4,087 | -115 | -2.7% | -$8,021 | 减仓 |
| VUG | VANGUARD INDEX FDS | $28.87万 | 0.05% | 661 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $33.94万 | 0.06% | 1,097 | 19 | 1.8% | $5,878 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $34.00万 | 0.06% | 3,863 | 494 | 14.7% | $4.35万 | 加仓 |
| ACWI | ISHARES TR | $37.41万 | 0.07% | 2,704 | -2,723 | -50.2% | -$37.68万 | 减仓 |
| AVIG | AMERICAN CENTY ETF TR | $38.49万 | 0.07% | 9,265 | -1 | -0.0% | -$42 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $39.13万 | 0.07% | 7,711 | 689 | 9.8% | $3.50万 | 加仓 |
| AMZN | AMAZON COM INC | $41.82万 | 0.08% | 2,008 | 114 | 6.0% | $2.37万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $42.69万 | 0.08% | 2,448 | 25 | 1.0% | $4,360 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.45万 | 0.08% | 684 | 0 | 0.0% | — | 不变 |
| AOA | ISHARES TR | $45.55万 | 0.08% | 5,148 | -2 | -0.0% | -$177 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $46.47万 | 0.09% | 1,901 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $50.12万 | 0.09% | 16,712 | 16,712 | — | $50.12万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $51.66万 | 0.10% | 895 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $54.08万 | 0.10% | 13,713 | -254 | -1.8% | -$1.00万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $59.86万 | 0.11% | 9,342 | -460 | -4.7% | -$2.95万 | 减仓 |
| IJR | ISHARES TR | $101.77万 | 0.19% | 8,187 | -105 | -1.3% | -$1.31万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $121.14万 | 0.22% | 22,413 | -4,156 | -15.6% | -$22.46万 | 减仓 |
| ONON | ON HLDG AG | $129.09万 | 0.24% | 37,946 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $130.18万 | 0.24% | 14,380 | -497 | -3.3% | -$4.50万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $146.51万 | 0.27% | 4,980 | 19 | 0.4% | $5,590 | 加仓 |
| SCZ | ISHARES TR | $156.81万 | 0.29% | 19,998 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $173.64万 | 0.32% | 121,852 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $196.24万 | 0.36% | 6,841 | 88 | 1.3% | $2.52万 | 加仓 |
| VV | VANGUARD INDEX FDS | $209.67万 | 0.39% | 7,016 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $253.39万 | 0.47% | 12,001 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $262.36万 | 0.48% | 18,420 | -506 | -2.7% | -$7.21万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $268.33万 | 0.50% | 37,723 | -482 | -1.3% | -$3.43万 | 减仓 |
| DGS | WISDOMTREE TR | $270.36万 | 0.50% | 44,985 | -5,662 | -11.2% | -$34.03万 | 减仓 |
| EZM | WISDOMTREE TR | $328.42万 | 0.61% | 48,857 | -895 | -1.8% | -$6.02万 | 减仓 |
| VB | VANGUARD INDEX FDS | $372.03万 | 0.69% | 14,204 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $386.75万 | 0.71% | 10,448 | -25 | -0.2% | -$9,254 | 减仓 |
| IVW | ISHARES TR | $413.10万 | 0.76% | 36,522 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $430.64万 | 0.80% | 91,802 | -872 | -0.9% | -$4.09万 | 减仓 |
| AAPL | APPLE INC | $438.05万 | 0.81% | 17,260 | -71 | -0.4% | -$1.80万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $539.75万 | 1.00% | 66,983 | -1,235 | -1.8% | -$9.95万 | 减仓 |
| DLS | WISDOMTREE TR | $568.00万 | 1.05% | 69,693 | -5,714 | -7.6% | -$46.57万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $610.84万 | 1.13% | 90,874 | 7 | 0.0% | $471 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $686.00万 | 1.27% | 80,858 | -1,555 | -1.9% | -$13.19万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $830.75万 | 1.53% | 162,955 | 985 | 0.6% | $5.02万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $969.84万 | 1.79% | 164,297 | 45,376 | 38.2% | $267.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,204.16万 | 2.22% | 37,535 | -89 | -0.2% | -$2.86万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $1,236.25万 | 2.28% | 286,634 | -6,259 | -2.1% | -$27.00万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,390.45万 | 2.57% | 308,167 | -1,303 | -0.4% | -$5.88万 | 减仓 |
| QUS | SPDR SERIES TRUST | $1,450.04万 | 2.68% | 84,481 | -614 | -0.7% | -$10.54万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,791.50万 | 3.31% | 179,401 | 2,808 | 1.6% | $28.04万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1,832.84万 | 3.38% | 628,116 | -11,234 | -1.8% | -$32.78万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,930.55万 | 3.56% | 383,274 | -2,140 | -0.6% | -$10.78万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2,056.45万 | 3.80% | 250,390 | -15,130 | -5.7% | -$124.26万 | 减仓 |
| PYLD | PIMCO ETF TR | $2,066.96万 | 3.82% | 788,914 | 33,754 | 4.5% | $88.44万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $2,213.03万 | 4.09% | 655,906 | 2,800 | 0.4% | $9.45万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,375.23万 | 4.38% | 215,011 | 11,708 | 5.8% | $129.34万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3,635.47万 | 6.71% | 1,073,678 | -3,642 | -0.3% | -$12.33万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,659.15万 | 6.76% | 723,010 | 4,805 | 0.7% | $24.32万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $4,778.21万 | 8.82% | 1,226,441 | 4,909 | 0.4% | $19.13万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.27亿 | 23.50% | 1,144,864 | 22,586 | 2.0% | $251.11万 | 加仓 |