Single Point Partners, LLC
BOSTON MA · SEC CIK 0001801184
$9.71亿2026Q2 申报市值
103持仓数
81.6%前十大占比 · 第一大 37.8%
19 / 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
AGG 加仓+$115.14万
BND 加仓+$87.84万
FLOT 加仓+$80.43万
MU 新建仓+$61.75万
VTEB 加仓+$58.55万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$103.05万
VO 减仓-$60.06万
IWB 减仓-$51.39万
VB 减仓-$44.92万
IEMG 减仓-$38.09万
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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3.67亿 | 37.81% | 2,234,223 | 1,610 | 0.1% | $26.45万 | 加仓 |
| IVV | ISHARES TR | $1.67亿 | 17.18% | 222,628 | -1,376 | -0.6% | -$103.05万 | 减仓 |
| IJH | ISHARES TR | $5,552.64万 | 5.72% | 720,093 | 4,937 | 0.7% | $38.07万 | 加仓 |
| AGG | ISHARES TR | $5,010.25万 | 5.16% | 1,598,788 | 36,741 | 2.4% | $115.14万 | 加仓 |
| IJR | ISHARES TR | $3,629.67万 | 3.74% | 244,736 | 1,019 | 0.4% | $15.11万 | 加仓 |
| GOOG | ALPHABET INC | $3,446.42万 | 3.55% | 97,541 | -294 | -0.3% | -$10.39万 | 减仓 |
| IWB | ISHARES TR | $2,273.73万 | 2.34% | 55,525 | -1,255 | -2.2% | -$51.39万 | 减仓 |
| IEFA | ISHARES TR | $2,122.03万 | 2.19% | 219,717 | 4,286 | 2.0% | $41.39万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,982.33万 | 2.04% | 246,038 | -7,454 | -2.9% | -$60.06万 | 减仓 |
| IXUS | ISHARES TR | $1,820.33万 | 1.88% | 190,730 | 1,215 | 0.6% | $11.60万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,664.09万 | 1.71% | 329,001 | 11,575 | 3.6% | $58.55万 | 加仓 |
| MUB | ISHARES TR | $1,378.08万 | 1.42% | 128,051 | -1,746 | -1.3% | -$18.79万 | 减仓 |
| IEMG | ISHARES INC | $1,272.75万 | 1.31% | 153,639 | -4,598 | -2.9% | -$38.09万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,144.11万 | 1.18% | 37,745 | -1,482 | -3.8% | -$44.92万 | 减仓 |
| FLOT | ISHARES TR | $957.44万 | 0.99% | 187,550 | 15,756 | 9.2% | $80.43万 | 加仓 |
| IWM | ISHARES TR | $883.72万 | 0.91% | 29,413 | -215 | -0.7% | -$6.46万 | 减仓 |
| USHY | ISHARES TR | $738.77万 | 0.76% | 199,560 | 14,243 | 7.7% | $52.73万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $704.78万 | 0.73% | 10,262 | 9 | 0.1% | $6,181 | 加仓 |
| SUB | ISHARES TR | $665.48万 | 0.69% | 62,504 | -674 | -1.1% | -$7.18万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $657.22万 | 0.68% | 92,241 | 309 | 0.3% | $2.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $549.67万 | 0.57% | 14,854 | 107 | 0.7% | $3.96万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $538.04万 | 0.55% | 7,205 | -279 | -3.7% | -$20.83万 | 减仓 |
| IWV | ISHARES TR | $456.04万 | 0.47% | 10,695 | 6 | 0.1% | $2,558 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $454.36万 | 0.47% | 61,893 | 11,966 | 24.0% | $87.84万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $439.33万 | 0.45% | 84,845 | -90 | -0.1% | -$4,660 | 减仓 |
| AAPL | APPLE INC | $426.71万 | 0.44% | 14,747 | -374 | -2.5% | -$10.82万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $338.99万 | 0.35% | 13,768 | -218 | -1.6% | -$5.37万 | 减仓 |
| SHY | ISHARES TR | $267.33万 | 0.28% | 32,557 | -191 | -0.6% | -$1.57万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $263.22万 | 0.27% | 44,097 | -654 | -1.5% | -$3.90万 | 减仓 |
| SMMD | ISHARES TR | $208.72万 | 0.22% | 22,779 | 4,887 | 27.3% | $44.78万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $175.97万 | 0.18% | 17,369 | 1,812 | 11.6% | $18.36万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $153.02万 | 0.16% | 41,502 | 193 | 0.5% | $7,116 | 加仓 |
| BAC | BANK OF AMER CORP | $146.39万 | 0.15% | 25,692 | 6 | 0.0% | $342 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $131.08万 | 0.14% | 9,142 | 30 | 0.3% | $4,302 | 加仓 |
| GOOGL | ALPHABET INC | $118.26万 | 0.12% | 3,309 | -260 | -7.3% | -$9.29万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $113.98万 | 0.12% | 3,482 | 1 | 0.0% | $327 | 加仓 |
| ACWX | ISHARES TR | $101.93万 | 0.11% | 13,393 | 2,568 | 23.7% | $19.55万 | 加仓 |
| GLD | SPDR GOLD TR | $99.85万 | 0.10% | 2,710 | 10 | 0.4% | $3,684 | 加仓 |
| IVW | ISHARES TR | $97.94万 | 0.10% | 7,121 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $93.79万 | 0.10% | 10,888 | -266 | -2.4% | -$2.29万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $90.55万 | 0.09% | 5,730 | 6 | 0.1% | $948 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $87.68万 | 0.09% | 31,654 | -451 | -1.4% | -$1.25万 | 减仓 |
| AMZN | AMAZON COM INC | $87.64万 | 0.09% | 3,677 | 153 | 4.3% | $3.65万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $87.32万 | 0.09% | 29,671 | 599 | 2.1% | $1.76万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $84.68万 | 0.09% | 16,835 | -328 | -1.9% | -$1.65万 | 减仓 |
| IWF | ISHARES TR | $84.56万 | 0.09% | 6,810 | -1,638 | -19.4% | -$20.34万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $79.55万 | 0.08% | 1,131 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $78.63万 | 0.08% | 7,851 | -453 | -5.5% | -$4.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $72.56万 | 0.07% | 1,945 | -28 | -1.4% | -$1.04万 | 减仓 |
| ESGU | ISHARES TR | $64.68万 | 0.07% | 3,952 | 111 | 2.9% | $1.82万 | 加仓 |
| HYG | ISHARES TR | $62.02万 | 0.06% | 7,755 | -59 | -0.8% | -$4,718 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $61.75万 | 0.06% | 535 | 535 | — | $61.75万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $61.55万 | 0.06% | 7,349 | -56 | -0.8% | -$4,690 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $61.01万 | 0.06% | 4,903 | 23 | 0.5% | $2,862 | 加仓 |
| TIP | ISHARES TR | $60.88万 | 0.06% | 5,563 | 0 | 0.0% | — | 不变 |
| EFIV | SPDR SERIES TRUST | $60.02万 | 0.06% | 8,230 | 7 | 0.1% | $510 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.83万 | 0.05% | 11,233 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $46.10万 | 0.05% | 626 | -25 | -3.8% | -$1.84万 | 减仓 |
| HD | HOME DEPOT INC | $43.51万 | 0.04% | 1,234 | 32 | 2.7% | $1.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.68万 | 0.04% | 853 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $41.92万 | 0.04% | 4,349 | -70 | -1.6% | -$6,747 | 减仓 |
| NVDA | NVIDIA CORPORATION | $39.97万 | 0.04% | 1,998 | -142 | -6.6% | -$2.84万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.12万 | 0.04% | 1,391 | -71 | -4.9% | -$2.00万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.06万 | 0.04% | 2,855 | -62 | -2.1% | -$8,483 | 减仓 |
| AVGO | BROADCOM INC | $38.46万 | 0.04% | 1,018 | 246 | 31.9% | $9.29万 | 加仓 |
| IWD | ISHARES TR | $37.03万 | 0.04% | 1,528 | -3 | -0.2% | -$727 | 减仓 |
| META | META PLATFORMS INC | $33.59万 | 0.03% | 596 | 41 | 7.4% | $2.31万 | 加仓 |
| RTX | RTX CORPORATION | $33.56万 | 0.03% | 1,769 | 225 | 14.6% | $4.27万 | 加仓 |
| IBTI | ISHARES TR | $33.20万 | 0.03% | 14,996 | 14,996 | — | $33.20万 | 新建仓 |
| — | ISHARES TR | $33.16万 | 0.03% | 13,318 | 13,318 | — | $33.16万 | 新建仓 |
| IBTQ | ISHARES TR | $33.16万 | 0.03% | 13,219 | 13,219 | — | $33.16万 | 新建仓 |
| IBTJ | ISHARES TR | $33.14万 | 0.03% | 15,309 | 15,309 | — | $33.14万 | 新建仓 |
| IBTP | ISHARES TR | $33.11万 | 0.03% | 13,044 | 13,044 | — | $33.11万 | 新建仓 |
| IBTK | ISHARES TR | $33.11万 | 0.03% | 16,943 | 16,943 | — | $33.11万 | 新建仓 |
| IBTO | ISHARES TR | $33.10万 | 0.03% | 13,718 | 13,718 | — | $33.10万 | 新建仓 |
| IBTM | ISHARES TR | $33.10万 | 0.03% | 14,585 | 14,585 | — | $33.10万 | 新建仓 |
| IBTL | ISHARES TR | $33.10万 | 0.03% | 16,393 | 16,393 | — | $33.10万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $32.43万 | 0.03% | 3,599 | 7 | 0.2% | $631 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $32.11万 | 0.03% | 1,264 | 132 | 11.7% | $3.35万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $31.24万 | 0.03% | 14,045 | 100 | 0.7% | $2,224 | 加仓 |
| C | CITIGROUP INC | $30.79万 | 0.03% | 2,200 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $30.27万 | 0.03% | 1,185 | 1,185 | — | $30.27万 | 新建仓 |
| MKSI | MKS INC. | $29.80万 | 0.03% | 670 | 670 | — | $29.80万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $29.58万 | 0.03% | 3,645 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $29.50万 | 0.03% | 1,299 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $26.84万 | 0.03% | 462 | 462 | — | $26.84万 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $26.59万 | 0.03% | 5,525 | -16 | -0.3% | -$770 | 减仓 |
| LOW | LOWES COS INC | $26.48万 | 0.03% | 1,201 | -50 | -4.0% | -$1.10万 | 减仓 |
| V | VISA INC | $26.05万 | 0.03% | 759 | -10 | -1.3% | -$3,432 | 减仓 |
| GEV | GE VERNOVA INC | $25.85万 | 0.03% | 220 | 220 | — | $25.85万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $24.65万 | 0.03% | 729 | 75 | 11.5% | $2.54万 | 重新持有 |
| LLY | ELI LILLY & CO | $24.11万 | 0.02% | 201 | -5 | -2.4% | -$5,997 | 重新持有 |
| VSS | VANGUARD INTL EQUITY INDEX F | $23.39万 | 0.02% | 1,516 | -32 | -2.1% | -$4,937 | 减仓 |
| KO | COCA COLA CO | $23.27万 | 0.02% | 2,863 | -232 | -7.5% | -$1.89万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.66万 | 0.02% | 1,942 | 41 | 2.2% | $4,783 | 加仓 |
| ABBV | ABBVIE INC | $22.22万 | 0.02% | 883 | -29 | -3.2% | -$7,298 | 重新持有 |
| CTVA | CORTEVA INC | $21.38万 | 0.02% | 2,524 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $21.31万 | 0.02% | 336 | 336 | — | $21.31万 | 新建仓 |
| EFG | ISHARES TR | $21.30万 | 0.02% | 1,712 | 1,712 | — | $21.30万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.30万 | 0.02% | 200 | 200 | — | $21.30万 | 新建仓 |