Single Point Partners, LLC
BOSTON MA · SEC CIK 0001801184
$8.50亿2026Q1 申报市值
83持仓数
81.5%前十大占比 · 第一大 37.4%
1 / 4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
ITOT 加仓+$3.07亿
AGG 加仓+$3,295.15万
IXUS 加仓+$1,342.95万
IVV 加仓+$136.85万
IJH 加仓+$34.59万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$1,856.41万
MSFT 减仓-$39.10万
AAPL 减仓-$36.32万
TJX 清仓-$31.72万
PEP 清仓-$23.64万
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 |
|---|---|---|---|---|---|---|---|---|
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -2,065 | -100.0% | -$31.72万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,647 | -100.0% | -$23.64万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -422 | -100.0% | -$22.07万 | 清仓 |
| DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | -915 | -100.0% | -$20.95万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTVA | CORTEVA INC | $21.13万 | 0.02% | 2,524 | 2,524 | — | $21.13万 | 新建仓 |
| — | HONEYWELL INTL INC | $21.38万 | 0.03% | 946 | -109 | -10.3% | -$2.46万 | 重新持有 |
| T | AT&T INC | $21.56万 | 0.03% | 7,438 | -149 | -2.0% | -$4,320 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $22.56万 | 0.03% | 1,548 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $23.25万 | 0.03% | 769 | -24 | -3.0% | -$7,257 | 减仓 |
| KO | COCA COLA CO | $23.54万 | 0.03% | 3,095 | 4 | 0.1% | $304 | 加仓 |
| AVGO | BROADCOM INC | $23.88万 | 0.03% | 772 | 74 | 10.6% | $2.29万 | 加仓 |
| C | CITIGROUP INC | $24.95万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $25.11万 | 0.03% | 5,001 | 14 | 0.3% | $703 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $25.90万 | 0.03% | 5,541 | -406 | -6.8% | -$1.90万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $27.01万 | 0.03% | 3,592 | 12 | 0.3% | $902 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $27.28万 | 0.03% | 13,945 | 100 | 0.7% | $1,956 | 加仓 |
| IVE | ISHARES TR | $27.43万 | 0.03% | 1,299 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $27.67万 | 0.03% | 1,132 | -132 | -10.4% | -$3.23万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $27.81万 | 0.03% | 1,901 | -55 | -2.8% | -$8,045 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $29.51万 | 0.03% | 3,645 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $29.56万 | 0.03% | 1,251 | -10 | -0.8% | -$2,363 | 减仓 |
| RTX | RTX CORPORATION | $29.78万 | 0.04% | 1,544 | -106 | -6.4% | -$2.04万 | 减仓 |
| META | META PLATFORMS INC | $31.77万 | 0.04% | 555 | -129 | -18.9% | -$7.38万 | 减仓 |
| IWD | ISHARES TR | $32.71万 | 0.04% | 1,531 | 1 | 0.1% | $214 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $35.44万 | 0.04% | 1,462 | -142 | -8.9% | -$3.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $37.31万 | 0.04% | 2,140 | -264 | -11.0% | -$4.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $37.57万 | 0.04% | 651 | 20 | 3.2% | $1.15万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.24万 | 0.05% | 2,917 | -25 | -0.8% | -$3,277 | 减仓 |
| HD | HOME DEPOT INC | $39.55万 | 0.05% | 1,202 | -38 | -3.1% | -$1.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.88万 | 0.05% | 853 | -12 | -1.4% | -$5,750 | 减仓 |
| JNK | SPDR SERIES TRUST | $42.30万 | 0.05% | 4,419 | -3 | -0.1% | -$287 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $43.65万 | 0.05% | 11,233 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $51.87万 | 0.06% | 8,223 | 6 | 0.1% | $378 | 加仓 |
| ESGU | ISHARES TR | $54.32万 | 0.06% | 3,841 | 978 | 34.2% | $13.83万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $55.61万 | 0.07% | 7,405 | -8 | -0.1% | -$601 | 减仓 |
| TIP | ISHARES TR | $61.40万 | 0.07% | 5,563 | 369 | 7.1% | $4.07万 | 加仓 |
| HYG | ISHARES TR | $62.17万 | 0.07% | 7,814 | -601 | -7.1% | -$4.78万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $69.76万 | 0.08% | 1,131 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $73.04万 | 0.09% | 1,973 | -1,056 | -34.9% | -$39.10万 | 减仓 |
| AMZN | AMAZON COM INC | $73.40万 | 0.09% | 3,524 | -280 | -7.4% | -$5.83万 | 减仓 |
| ACWX | ISHARES TR | $74.12万 | 0.09% | 10,825 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $74.54万 | 0.09% | 29,072 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $79.46万 | 0.09% | 32,105 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $80.55万 | 0.09% | 7,121 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $81.20万 | 0.10% | 1,859 | 37 | 2.0% | $1.62万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $83.20万 | 0.10% | 8,304 | 1,443 | 21.0% | $14.46万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $84.77万 | 0.10% | 5,724 | -195 | -3.3% | -$2.89万 | 减仓 |
| XHLF | BONDBLOXX ETF TRUST | $86.38万 | 0.10% | 17,163 | 813 | 5.0% | $4.09万 | 加仓 |
| IWF | ISHARES TR | $90.06万 | 0.11% | 2,112 | -4 | -0.2% | -$1,706 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $96.77万 | 0.11% | 4,880 | 1,012 | 26.2% | $20.07万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $102.40万 | 0.12% | 3,481 | -630 | -15.3% | -$18.53万 | 减仓 |
| GOOGL | ALPHABET INC | $102.63万 | 0.12% | 3,569 | -803 | -18.4% | -$23.09万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $113.72万 | 0.13% | 9,112 | 28 | 0.3% | $3,494 | 加仓 |
| GLD | SPDR GOLD TR | $116.20万 | 0.14% | 2,700 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $125.22万 | 0.15% | 25,686 | -706 | -2.7% | -$3.44万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $127.89万 | 0.15% | 41,309 | 842 | 2.1% | $2.61万 | 加仓 |
| SMMD | ISHARES TR | $136.61万 | 0.16% | 17,892 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $157.34万 | 0.19% | 15,557 | 1,020 | 7.0% | $10.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $241.88万 | 0.28% | 44,751 | -4,121 | -8.4% | -$22.27万 | 减仓 |
| SHY | ISHARES TR | $270.40万 | 0.32% | 32,748 | 34 | 0.1% | $2,807 | 加仓 |
| VXF | VANGUARD INDEX FDS | $287.83万 | 0.34% | 13,986 | 2 | 0.0% | $412 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $367.66万 | 0.43% | 49,927 | 1,962 | 4.1% | $14.45万 | 加仓 |
| AAPL | APPLE INC | $383.75万 | 0.45% | 15,121 | -1,431 | -8.6% | -$36.32万 | 减仓 |
| IWV | ISHARES TR | $396.21万 | 0.47% | 10,689 | 6 | 0.1% | $2,224 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $398.43万 | 0.47% | 84,935 | -634 | -0.7% | -$2.97万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $473.09万 | 0.56% | 14,747 | 913 | 6.6% | $29.29万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $486.70万 | 0.57% | 7,484 | 15 | 0.2% | $9,755 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $589.10万 | 0.69% | 91,932 | 493 | 0.5% | $3.16万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $612.65万 | 0.72% | 10,253 | 189 | 1.9% | $11.29万 | 加仓 |
| SUB | ISHARES TR | $672.85万 | 0.79% | 63,178 | 1,759 | 2.9% | $18.73万 | 加仓 |
| USHY | ISHARES TR | $682.71万 | 0.80% | 185,317 | 5,018 | 2.8% | $18.49万 | 加仓 |
| IWM | ISHARES TR | $734.78万 | 0.86% | 29,628 | 89 | 0.3% | $2.21万 | 加仓 |
| FLOT | ISHARES TR | $875.29万 | 1.03% | 171,794 | 3,869 | 2.3% | $19.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,027.42万 | 1.21% | 39,227 | -58 | -0.1% | -$1.52万 | 减仓 |
| IEMG | ISHARES INC | $1,103.70万 | 1.30% | 158,237 | 801 | 0.5% | $5.59万 | 加仓 |
| MUB | ISHARES TR | $1,377.79万 | 1.62% | 129,797 | 266 | 0.2% | $2.82万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,583.64万 | 1.86% | 317,426 | 3,528 | 1.1% | $17.60万 | 加仓 |
| IXUS | ISHARES TR | $1,641.96万 | 1.93% | 189,515 | 155,003 | 449.1% | $1,342.95万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,819.96万 | 2.14% | 63,373 | -263 | -0.4% | -$7.55万 | 减仓 |
| IEFA | ISHARES TR | $1,950.30万 | 2.30% | 215,431 | -1,245 | -0.6% | -$11.27万 | 减仓 |
| IWB | ISHARES TR | $2,024.56万 | 2.38% | 56,780 | -512 | -0.9% | -$18.26万 | 减仓 |
| GOOG | ALPHABET INC | $2,806.49万 | 3.30% | 97,835 | -64,715 | -39.8% | -$1,856.41万 | 减仓 |
| IJR | ISHARES TR | $3,029.64万 | 3.57% | 243,717 | 1,015 | 0.4% | $12.62万 | 加仓 |
| AGG | ISHARES TR | $4,699.92万 | 5.53% | 1,562,047 | 1,095,164 | 234.6% | $3,295.15万 | 加仓 |
| IJH | ISHARES TR | $4,829.45万 | 5.68% | 715,156 | 5,122 | 0.7% | $34.59万 | 加仓 |
| IVV | ISHARES TR | $1.46亿 | 17.22% | 224,004 | 2,095 | 0.9% | $136.85万 | 加仓 |
| ITOT | ISHARES TR | $3.18亿 | 37.43% | 2,232,613 | 2,156,557 | 2,835.5% | $3.07亿 | 加仓 |