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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $2,084.59万 | 4.33% | 81,611 | -6,424 | -7.3% | -$164.09万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,793.01万 | 3.73% | 204,030 | 4,261 | 2.1% | $37.45万 | 加仓 |
| AAPL | APPLE INC | $1,711.60万 | 3.56% | 59,151 | -524 | -0.9% | -$15.16万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,500.60万 | 3.12% | 74,996 | -1,013 | -1.3% | -$20.27万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,290.10万 | 2.68% | 256,023 | -12,574 | -4.7% | -$63.36万 | 减仓 |
| IBDR | ISHARES TR | $1,268.83万 | 2.64% | 523,659 | -111,217 | -17.5% | -$269.48万 | 减仓 |
| HD | HOME DEPOT INC | $1,252.06万 | 2.60% | 35,501 | 544 | 1.6% | $19.19万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,203.18万 | 2.50% | 11,897 | 49 | 0.4% | $4.96万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,202.05万 | 2.50% | 32,225 | 1,440 | 4.7% | $53.71万 | 加仓 |
| APH | AMPHENOL CORP | $1,182.77万 | 2.46% | 67,081 | 1,966 | 3.0% | $34.66万 | 加仓 |
| AVGO | BROADCOM INC | $1,147.20万 | 2.39% | 30,369 | 315 | 1.0% | $11.90万 | 加仓 |
| CMI | CUMMINS INC | $1,061.13万 | 2.21% | 14,878 | 161 | 1.1% | $11.48万 | 加仓 |
| IWF | ISHARES TR | $1,030.12万 | 2.14% | 82,960 | -5,784 | -6.5% | -$71.82万 | 减仓 |
| WMT | WALMART INC | $977.82万 | 2.03% | 86,334 | 1,502 | 1.8% | $17.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $961.66万 | 2.00% | 25,988 | -3,628 | -12.3% | -$134.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $951.23万 | 1.98% | 31,913 | 1,153 | 3.7% | $34.37万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $874.83万 | 1.82% | 17,483 | 751 | 4.5% | $37.58万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $817.22万 | 1.70% | 32,178 | 647 | 2.1% | $16.43万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $796.74万 | 1.66% | 28,333 | 1,681 | 6.3% | $47.27万 | 加仓 |
| CB | CHUBB LIMITED | $762.32万 | 1.59% | 22,372 | 669 | 3.1% | $22.80万 | 加仓 |
| IVV | ISHARES TR | $749.79万 | 1.56% | 10,012 | -287 | -2.8% | -$21.49万 | 减仓 |
| AIQ | GLOBAL X FDS | $740.47万 | 1.54% | 112,860 | 75,827 | 204.8% | $497.50万 | 加仓 |
| LLY | ELI LILLY & CO | $726.98万 | 1.51% | 6,061 | 243 | 4.2% | $29.15万 | 加仓 |
| ROST | ROSS STORES INC | $724.67万 | 1.51% | 34,046 | 489 | 1.5% | $10.41万 | 加仓 |
| AFL | AFLAC INC | $705.45万 | 1.47% | 60,167 | 1,414 | 2.4% | $16.58万 | 加仓 |
| UNP | UNION PAC CORP | $704.84万 | 1.47% | 25,913 | 1,056 | 4.2% | $28.72万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $689.96万 | 1.43% | 13,434 | 975 | 7.8% | $50.08万 | 加仓 |
| GRMN | GARMIN LTD | $684.31万 | 1.42% | 28,808 | 1,202 | 4.4% | $28.55万 | 加仓 |
| GEV | GE VERNOVA INC | $635.60万 | 1.32% | 5,410 | 13 | 0.2% | $1.53万 | 加仓 |
| QQQ | INVESCO QQQ TR | $627.90万 | 1.31% | 8,527 | 1,021 | 13.6% | $75.18万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $622.27万 | 1.29% | 21,414 | 1,160 | 5.7% | $33.71万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $616.50万 | 1.28% | 17,403 | 224 | 1.3% | $7.94万 | 加仓 |
| GOOGL | ALPHABET INC | $529.09万 | 1.10% | 14,805 | -714 | -4.6% | -$25.52万 | 减仓 |
| ORCL | ORACLE CORP | $525.92万 | 1.09% | 35,887 | 1,352 | 3.9% | $19.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $493.89万 | 1.03% | 33,681 | 1,384 | 4.3% | $20.29万 | 加仓 |
| SPGI | S&P GLOBAL INC | $493.46万 | 1.03% | 12,117 | 551 | 4.8% | $22.44万 | 加仓 |
| PEP | PEPSICO INC | $461.63万 | 0.96% | 34,094 | 1,355 | 4.1% | $18.35万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $460.23万 | 0.96% | 15,698 | 857 | 5.8% | $25.13万 | 加仓 |
| EOG | EOG RES INC | $411.60万 | 0.86% | 31,727 | 106 | 0.3% | $1.38万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $407.29万 | 0.85% | 44,885 | 3,718 | 9.0% | $33.74万 | 加仓 |
| CVX | CHEVRON CORPORATION | $397.87万 | 0.83% | 24,003 | 326 | 1.4% | $5.40万 | 加仓 |
| MDT | MEDTRONIC PLC | $382.42万 | 0.80% | 48,884 | 4,828 | 11.0% | $37.77万 | 加仓 |
| XAR | SPDR SERIES TRUST | $378.52万 | 0.79% | 13,338 | -2,214 | -14.2% | -$62.83万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $370.98万 | 0.77% | 11,080 | 219 | 2.0% | $7.33万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $367.70万 | 0.76% | 67,509 | -13,241 | -16.4% | -$72.12万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $359.90万 | 0.75% | 53,272 | 452 | 0.9% | $3.05万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $334.66万 | 0.70% | 16,936 | -6,554 | -27.9% | -$129.51万 | 减仓 |
| AMZN | AMAZON COM INC | $316.60万 | 0.66% | 13,284 | -27 | -0.2% | -$6,435 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $304.00万 | 0.63% | 100,763 | -39,573 | -28.2% | -$119.39万 | 减仓 |
| HON | HONEYWELL INTL INC | $292.37万 | 0.61% | 13,058 | -11,770 | -47.4% | -$263.53万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $288.69万 | 0.60% | 13,058 | 13,058 | — | $288.69万 | 新建仓 |
| ETN | EATON CORP PLC | $281.22万 | 0.58% | 6,600 | 376 | 6.0% | $16.02万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $264.38万 | 0.55% | 2,826 | 97 | 3.6% | $9.07万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $251.19万 | 0.52% | 49,751 | -13,985 | -21.9% | -$70.61万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $246.54万 | 0.51% | 42,751 | -261 | -0.6% | -$1.51万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $229.45万 | 0.48% | 43,128 | -5,401 | -11.1% | -$28.73万 | 减仓 |
| IWD | ISHARES TR | $228.30万 | 0.47% | 9,417 | -781 | -7.7% | -$18.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $220.94万 | 0.46% | 85,026 | -75,863 | -47.2% | -$197.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $210.42万 | 0.44% | 23,974 | 2,980 | 14.2% | $26.15万 | 加仓 |
| D | DOMINION ENERGY INC | $209.94万 | 0.44% | 30,742 | 1,373 | 4.7% | $9.38万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $209.24万 | 0.44% | 9,834 | -1,307 | -11.7% | -$27.81万 | 减仓 |
| SO | SOUTHERN CO | $198.25万 | 0.41% | 20,713 | 680 | 3.4% | $6.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.65万 | 0.41% | 8,353 | 8,353 | — | $197.65万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $175.64万 | 0.37% | 24,117 | -3,602 | -13.0% | -$26.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $173.10万 | 0.36% | 12,652 | 814 | 6.9% | $11.14万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $158.23万 | 0.33% | 14,787 | 1,046 | 7.6% | $11.19万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $157.80万 | 0.33% | 12,467 | 733 | 6.2% | $9.28万 | 加仓 |
| ASML | ASML HLDG NV | $156.37万 | 0.33% | 786 | 786 | — | $156.37万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $155.85万 | 0.32% | 13,358 | 93 | 0.7% | $1.09万 | 加仓 |
| TSLA | TESLA INC | $151.23万 | 0.31% | 3,596 | 3,596 | — | $151.23万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $147.52万 | 0.31% | 8,563 | 8,563 | — | $147.52万 | 新建仓 |
| IBDY | ISHARES TR | $140.23万 | 0.29% | 54,469 | 5,487 | 11.2% | $14.13万 | 加仓 |
| IBDW | ISHARES TR | $139.05万 | 0.29% | 66,724 | 1,540 | 2.4% | $3.21万 | 加仓 |
| IBDV | ISHARES TR | $138.28万 | 0.29% | 63,431 | 3,274 | 5.4% | $7.14万 | 加仓 |
| IBDX | ISHARES TR | $137.64万 | 0.29% | 54,642 | 2,388 | 4.6% | $6.02万 | 加仓 |
| ANGL | VANECK ETF TRUST | $135.56万 | 0.28% | 46,363 | 391 | 0.9% | $1.14万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $108.79万 | 0.23% | 3,190 | 3,190 | — | $108.79万 | 新建仓 |
| PLD | PROLOGIS INC | $101.33万 | 0.21% | 7,480 | 7,480 | — | $101.33万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $93.90万 | 0.20% | 1,873 | 1,873 | — | $93.90万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $88.55万 | 0.18% | 4,931 | 4,931 | — | $88.55万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $83.58万 | 0.17% | 6,540 | 6,540 | — | $83.58万 | 新建仓 |
| GOOG | ALPHABET INC | $83.54万 | 0.17% | 2,365 | 2,365 | — | $83.54万 | 新建仓 |
| SYK | STRYKER CORPORATION | $80.09万 | 0.17% | 2,544 | 2,544 | — | $80.09万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $75.70万 | 0.16% | 992 | 992 | — | $75.70万 | 新建仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.16% | 1 | 1 | — | $74.89万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $73.85万 | 0.15% | 4,347 | 4,347 | — | $73.85万 | 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 |
| JPM | JPMORGAN CHASE & CO | $69.09万 | 0.14% | 2,111 | 2,111 | — | $69.09万 | 新建仓 |
| LOW | LOWES COS INC | $68.81万 | 0.14% | 3,121 | 3,121 | — | $68.81万 | 新建仓 |
| INTC | INTEL CORP | $68.35万 | 0.14% | 4,895 | 4,895 | — | $68.35万 | 新建仓 |
| KO | COCA COLA CO | $68.11万 | 0.14% | 8,380 | 8,380 | — | $68.11万 | 新建仓 |
| SGOV | ISHARES TR | $67.99万 | 0.14% | 6,754 | 6,754 | — | $67.99万 | 新建仓 |
| V | VISA INC | $65.14万 | 0.14% | 1,899 | 1,899 | — | $65.14万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $64.67万 | 0.13% | 14,263 | 156 | 1.1% | $7,073 | 加仓 |
| — | EXXON MOBIL CORP | $59.70万 | 0.12% | 4,366 | 4,366 | — | $59.70万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $56.32万 | 0.12% | 18,564 | -1,470 | -7.3% | -$4.46万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $54.50万 | 0.11% | 13,196 | 13,196 | — | $54.50万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $51.82万 | 0.11% | 755 | 755 | — | $51.82万 | 新建仓 |
| SVAL | ISHARES TR | $51.05万 | 0.11% | 12,218 | -4,353 | -26.3% | -$18.19万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $48.70万 | 0.10% | 3,122 | 3,122 | — | $48.70万 | 新建仓 |