NovaPoint Capital, LLC
ATLANTA GA · SEC CIK 0001815025
$4.81亿2026Q2 申报市值
161持仓数
30.1%前十大占比 · 第一大 4.3%
82 / 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
AIQ 加仓+$497.50万
HONA 新建仓+$288.69万
VIG 新建仓+$197.65万
ASML 新建仓+$156.37万
TSLA 新建仓+$151.23万
2026Q2 卖出最多 按季末市值估算
IBDR 减仓-$269.48万
HON 减仓-$263.53万
INNOVATOR ETFS T 减仓-$197.13万
GLW 减仓-$164.09万
VTI 减仓-$134.25万
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 |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | $20.33万 | 0.04% | 350 | 350 | — | $20.33万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.53万 | 0.04% | 760 | 760 | — | $20.53万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.70万 | 0.04% | 1,926 | 1,926 | — | $20.70万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.04% | 100 | 100 | — | $20.73万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.30万 | 0.05% | 1,953 | 1,953 | — | $22.30万 | 新建仓 |
| AON | AON PLC | $22.39万 | 0.05% | 675 | 675 | — | $22.39万 | 新建仓 |
| IGSB | ISHARES TR | $22.86万 | 0.05% | 4,362 | 4,362 | — | $22.86万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.93万 | 0.05% | 685 | 685 | — | $22.93万 | 新建仓 |
| CCI | CROWN CASTLE INC | $23.54万 | 0.05% | 3,109 | 3,109 | — | $23.54万 | 新建仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $23.55万 | 0.05% | 6,447 | 6,447 | — | $23.55万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.88万 | 0.05% | 3,351 | 3,351 | — | $23.88万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $24.29万 | 0.05% | 2,675 | 2,675 | — | $24.29万 | 新建仓 |
| MRK | MERCK & CO INC | $24.31万 | 0.05% | 1,892 | 1,892 | — | $24.31万 | 新建仓 |
| CTAS | CINTAS CORP | $24.76万 | 0.05% | 1,456 | 1,456 | — | $24.76万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $25.32万 | 0.05% | 2,600 | 2,600 | — | $25.32万 | 新建仓 |
| IGM | ISHARES TR | $25.32万 | 0.05% | 1,548 | 1,548 | — | $25.32万 | 新建仓 |
| SMH | VANECK ETF TRUST | $25.78万 | 0.05% | 393 | 393 | — | $25.78万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $25.81万 | 0.05% | 5,995 | 5,995 | — | $25.81万 | 新建仓 |
| ADBE | ADOBE INC | $25.87万 | 0.05% | 1,262 | 1,262 | — | $25.87万 | 新建仓 |
| WY | WEYERHAEUSER CO | $25.88万 | 0.05% | 10,812 | -1,008 | -8.5% | -$2.41万 | 减仓 |
| EFA | ISHARES TR | $26.03万 | 0.05% | 2,506 | 2,506 | — | $26.03万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $26.53万 | 0.06% | 14,061 | 1,197 | 9.3% | $2.26万 | 加仓 |
| XYZ | BLOCK INC | $26.55万 | 0.06% | 3,493 | 3,493 | — | $26.55万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $26.55万 | 0.06% | 1,317 | 1,317 | — | $26.55万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.77万 | 0.06% | 545 | 545 | — | $26.77万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.84万 | 0.06% | 3,205 | 3,205 | — | $26.84万 | 新建仓 |
| COP | CONOCOPHILLIPS | $26.89万 | 0.06% | 2,587 | 2,587 | — | $26.89万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.39万 | 0.06% | 6,221 | 6,221 | — | $27.39万 | 新建仓 |
| TQQQ | PROSHARES TR | $27.92万 | 0.06% | 3,447 | 3,447 | — | $27.92万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $28.16万 | 0.06% | 3,087 | 3,087 | — | $28.16万 | 新建仓 |
| PFF | ISHARES TR | $28.43万 | 0.06% | 9,325 | 9,325 | — | $28.43万 | 新建仓 |
| ZTS | ZOETIS INC | $29.56万 | 0.06% | 4,114 | 4,114 | — | $29.56万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $30.69万 | 0.06% | 9,868 | 9,868 | — | $30.69万 | 新建仓 |
| META | META PLATFORMS INC | $33.14万 | 0.07% | 588 | 588 | — | $33.14万 | 新建仓 |
| VICI | VICI PPTYS INC | $33.48万 | 0.07% | 12,609 | -1,447 | -10.3% | -$3.84万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $33.51万 | 0.07% | 1,361 | 1,361 | — | $33.51万 | 新建仓 |
| PSX | PHILLIPS 66 | $33.56万 | 0.07% | 1,985 | 1,985 | — | $33.56万 | 新建仓 |
| GGG | GRACO INC | $34.02万 | 0.07% | 4,500 | 4,500 | — | $34.02万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $34.95万 | 0.07% | 2,937 | 2,937 | — | $34.95万 | 新建仓 |
| — | FLEXSHARES TR | $36.44万 | 0.08% | 2,073 | 2,073 | — | $36.44万 | 新建仓 |
| IVW | ISHARES TR | $37.68万 | 0.08% | 2,740 | 2,740 | — | $37.68万 | 新建仓 |
| IWB | ISHARES TR | $39.60万 | 0.08% | 967 | 967 | — | $39.60万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $39.75万 | 0.08% | 3,824 | 3,824 | — | $39.75万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $39.91万 | 0.08% | 552 | 552 | — | $39.91万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $40.07万 | 0.08% | 8,743 | 8,743 | — | $40.07万 | 新建仓 |
| OKE | ONEOK INC NEW | $40.25万 | 0.08% | 4,630 | 4,630 | — | $40.25万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.35万 | 0.08% | 1,492 | 1,492 | — | $40.35万 | 新建仓 |
| EQIX | EQUINIX INC | $40.76万 | 0.08% | 391 | 391 | — | $40.76万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $41.12万 | 0.09% | 2,592 | 2,592 | — | $41.12万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.33万 | 0.09% | 13,035 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $42.19万 | 0.09% | 2,568 | 2,568 | — | $42.19万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $42.28万 | 0.09% | 4,772 | 4,772 | — | $42.28万 | 新建仓 |
| DGRO | ISHARES TR | $43.07万 | 0.09% | 5,683 | 5,683 | — | $43.07万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $43.88万 | 0.09% | 3,833 | 3,833 | — | $43.88万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $43.99万 | 0.09% | 1,452 | 1,452 | — | $43.99万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $44.92万 | 0.09% | 7,143 | 7,143 | — | $44.92万 | 新建仓 |
| CSCO | CISCO SYS INC | $47.15万 | 0.10% | 4,014 | 4,014 | — | $47.15万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $47.16万 | 0.10% | 2,511 | 2,511 | — | $47.16万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $47.48万 | 0.10% | 636 | 636 | — | $47.48万 | 新建仓 |
| O | REALTY INCOME CORP | $47.97万 | 0.10% | 7,741 | 7,741 | — | $47.97万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $48.12万 | 0.10% | 3,898 | 3,898 | — | $48.12万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $48.70万 | 0.10% | 3,122 | 3,122 | — | $48.70万 | 新建仓 |
| SVAL | ISHARES TR | $51.05万 | 0.11% | 12,218 | -4,353 | -26.3% | -$18.19万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $51.82万 | 0.11% | 755 | 755 | — | $51.82万 | 新建仓 |
| PMAY | INNOVATOR ETFS TRUST | $54.50万 | 0.11% | 13,196 | 13,196 | — | $54.50万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $56.32万 | 0.12% | 18,564 | -1,470 | -7.3% | -$4.46万 | 减仓 |
| — | EXXON MOBIL CORP | $59.70万 | 0.12% | 4,366 | 4,366 | — | $59.70万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $64.67万 | 0.13% | 14,263 | 156 | 1.1% | $7,073 | 加仓 |
| V | VISA INC | $65.14万 | 0.14% | 1,899 | 1,899 | — | $65.14万 | 新建仓 |
| SGOV | ISHARES TR | $67.99万 | 0.14% | 6,754 | 6,754 | — | $67.99万 | 新建仓 |
| KO | COCA COLA CO | $68.11万 | 0.14% | 8,380 | 8,380 | — | $68.11万 | 新建仓 |
| INTC | INTEL CORP | $68.35万 | 0.14% | 4,895 | 4,895 | — | $68.35万 | 新建仓 |
| LOW | LOWES COS INC | $68.81万 | 0.14% | 3,121 | 3,121 | — | $68.81万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $69.09万 | 0.14% | 2,111 | 2,111 | — | $69.09万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $73.41万 | 0.15% | 17,822 | -22,818 | -56.1% | -$93.99万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $73.85万 | 0.15% | 4,347 | 4,347 | — | $73.85万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 1 | — | $74.89万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $75.70万 | 0.16% | 992 | 992 | — | $75.70万 | 新建仓 |
| SYK | STRYKER CORPORATION | $80.09万 | 0.17% | 2,544 | 2,544 | — | $80.09万 | 新建仓 |
| GOOG | ALPHABET INC | $83.54万 | 0.17% | 2,365 | 2,365 | — | $83.54万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $83.58万 | 0.17% | 6,540 | 6,540 | — | $83.58万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $88.55万 | 0.18% | 4,931 | 4,931 | — | $88.55万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.90万 | 0.20% | 1,873 | 1,873 | — | $93.90万 | 新建仓 |
| PLD | PROLOGIS INC | $101.33万 | 0.21% | 7,480 | 7,480 | — | $101.33万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $108.79万 | 0.23% | 3,190 | 3,190 | — | $108.79万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $135.56万 | 0.28% | 46,363 | 391 | 0.9% | $1.14万 | 加仓 |
| IBDX | ISHARES TR | $137.64万 | 0.29% | 54,642 | 2,388 | 4.6% | $6.02万 | 加仓 |
| IBDV | ISHARES TR | $138.28万 | 0.29% | 63,431 | 3,274 | 5.4% | $7.14万 | 加仓 |
| IBDW | ISHARES TR | $139.05万 | 0.29% | 66,724 | 1,540 | 2.4% | $3.21万 | 加仓 |
| IBDY | ISHARES TR | $140.23万 | 0.29% | 54,469 | 5,487 | 11.2% | $14.13万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $147.52万 | 0.31% | 8,563 | 8,563 | — | $147.52万 | 新建仓 |
| TSLA | TESLA INC | $151.23万 | 0.31% | 3,596 | 3,596 | — | $151.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $155.85万 | 0.32% | 13,358 | 93 | 0.7% | $1.09万 | 加仓 |
| ASML | ASML HLDG NV | $156.37万 | 0.33% | 786 | 786 | — | $156.37万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $157.80万 | 0.33% | 12,467 | 733 | 6.2% | $9.28万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $158.23万 | 0.33% | 14,787 | 1,046 | 7.6% | $11.19万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $173.10万 | 0.36% | 12,652 | 814 | 6.9% | $11.14万 | 加仓 |
| OMC | OMNICOM GROUP INC | $175.64万 | 0.37% | 24,117 | -3,602 | -13.0% | -$26.23万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.65万 | 0.41% | 8,353 | 8,353 | — | $197.65万 | 新建仓 |
| SO | SOUTHERN CO | $198.25万 | 0.41% | 20,713 | 680 | 3.4% | $6.51万 | 加仓 |