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 |
|---|---|---|---|---|---|---|---|---|
| FRT | FEDERAL RLTY INVT TR NEW | $48.12万 | 0.10% | 3,898 | 3,898 | — | $48.12万 | 新建仓 |
| O | REALTY INCOME CORP | $47.97万 | 0.10% | 7,741 | 7,741 | — | $47.97万 | 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 |
| PSI | INVESCO EXCHANGE TRADED FD T | $47.16万 | 0.10% | 2,511 | 2,511 | — | $47.16万 | 新建仓 |
| CSCO | CISCO SYS INC | $47.15万 | 0.10% | 4,014 | 4,014 | — | $47.15万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $44.92万 | 0.09% | 7,143 | 7,143 | — | $44.92万 | 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 |
| CPT | CAMDEN PPTY TR | $43.88万 | 0.09% | 3,833 | 3,833 | — | $43.88万 | 新建仓 |
| DGRO | ISHARES TR | $43.07万 | 0.09% | 5,683 | 5,683 | — | $43.07万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $42.28万 | 0.09% | 4,772 | 4,772 | — | $42.28万 | 新建仓 |
| ITOT | ISHARES TR | $42.19万 | 0.09% | 2,568 | 2,568 | — | $42.19万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.33万 | 0.09% | 13,035 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $41.12万 | 0.09% | 2,592 | 2,592 | — | $41.12万 | 新建仓 |
| EQIX | EQUINIX INC | $40.76万 | 0.08% | 391 | 391 | — | $40.76万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $40.35万 | 0.08% | 1,492 | 1,492 | — | $40.35万 | 新建仓 |
| OKE | ONEOK INC NEW | $40.25万 | 0.08% | 4,630 | 4,630 | — | $40.25万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $40.07万 | 0.08% | 8,743 | 8,743 | — | $40.07万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $39.91万 | 0.08% | 552 | 552 | — | $39.91万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $39.75万 | 0.08% | 3,824 | 3,824 | — | $39.75万 | 新建仓 |
| IWB | ISHARES TR | $39.60万 | 0.08% | 967 | 967 | — | $39.60万 | 新建仓 |
| IVW | ISHARES TR | $37.68万 | 0.08% | 2,740 | 2,740 | — | $37.68万 | 新建仓 |
| — | FLEXSHARES TR | $36.44万 | 0.08% | 2,073 | 2,073 | — | $36.44万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $34.95万 | 0.07% | 2,937 | 2,937 | — | $34.95万 | 新建仓 |
| GGG | GRACO INC | $34.02万 | 0.07% | 4,500 | 4,500 | — | $34.02万 | 新建仓 |
| PSX | PHILLIPS 66 | $33.56万 | 0.07% | 1,985 | 1,985 | — | $33.56万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $33.51万 | 0.07% | 1,361 | 1,361 | — | $33.51万 | 新建仓 |
| VICI | VICI PPTYS INC | $33.48万 | 0.07% | 12,609 | -1,447 | -10.3% | -$3.84万 | 减仓 |
| META | META PLATFORMS INC | $33.14万 | 0.07% | 588 | 588 | — | $33.14万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $30.69万 | 0.06% | 9,868 | 9,868 | — | $30.69万 | 新建仓 |
| ZTS | ZOETIS INC | $29.56万 | 0.06% | 4,114 | 4,114 | — | $29.56万 | 新建仓 |
| PFF | ISHARES TR | $28.43万 | 0.06% | 9,325 | 9,325 | — | $28.43万 | 新建仓 |
| AVLV | AMERICAN CENTY ETF TR | $28.16万 | 0.06% | 3,087 | 3,087 | — | $28.16万 | 新建仓 |
| TQQQ | PROSHARES TR | $27.92万 | 0.06% | 3,447 | 3,447 | — | $27.92万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $27.39万 | 0.06% | 6,221 | 6,221 | — | $27.39万 | 新建仓 |
| COP | CONOCOPHILLIPS | $26.89万 | 0.06% | 2,587 | 2,587 | — | $26.89万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $26.84万 | 0.06% | 3,205 | 3,205 | — | $26.84万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $26.77万 | 0.06% | 545 | 545 | — | $26.77万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $26.55万 | 0.06% | 1,317 | 1,317 | — | $26.55万 | 新建仓 |
| XYZ | BLOCK INC | $26.55万 | 0.06% | 3,493 | 3,493 | — | $26.55万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $26.53万 | 0.06% | 14,061 | 1,197 | 9.3% | $2.26万 | 加仓 |
| EFA | ISHARES TR | $26.03万 | 0.05% | 2,506 | 2,506 | — | $26.03万 | 新建仓 |
| WY | WEYERHAEUSER CO | $25.88万 | 0.05% | 10,812 | -1,008 | -8.5% | -$2.41万 | 减仓 |
| ADBE | ADOBE INC | $25.87万 | 0.05% | 1,262 | 1,262 | — | $25.87万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $25.81万 | 0.05% | 5,995 | 5,995 | — | $25.81万 | 新建仓 |
| SMH | VANECK ETF TRUST | $25.78万 | 0.05% | 393 | 393 | — | $25.78万 | 新建仓 |
| IGM | ISHARES TR | $25.32万 | 0.05% | 1,548 | 1,548 | — | $25.32万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $25.32万 | 0.05% | 2,600 | 2,600 | — | $25.32万 | 新建仓 |
| CTAS | CINTAS CORP | $24.76万 | 0.05% | 1,456 | 1,456 | — | $24.76万 | 新建仓 |
| MRK | MERCK & CO INC | $24.31万 | 0.05% | 1,892 | 1,892 | — | $24.31万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $24.29万 | 0.05% | 2,675 | 2,675 | — | $24.29万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.88万 | 0.05% | 3,351 | 3,351 | — | $23.88万 | 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 |
| CCI | CROWN CASTLE INC | $23.54万 | 0.05% | 3,109 | 3,109 | — | $23.54万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.93万 | 0.05% | 685 | 685 | — | $22.93万 | 新建仓 |
| IGSB | ISHARES TR | $22.86万 | 0.05% | 4,362 | 4,362 | — | $22.86万 | 新建仓 |
| AON | AON PLC | $22.39万 | 0.05% | 675 | 675 | — | $22.39万 | 新建仓 |
| SHOP | SHOPIFY INC | $22.30万 | 0.05% | 1,953 | 1,953 | — | $22.30万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $20.73万 | 0.04% | 100 | 100 | — | $20.73万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.70万 | 0.04% | 1,926 | 1,926 | — | $20.70万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.53万 | 0.04% | 760 | 760 | — | $20.53万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.33万 | 0.04% | 350 | 350 | — | $20.33万 | 新建仓 |