Twelve Points Wealth Management LLC
CONCORD MA · SEC CIK 0001877090
$4.99亿2026Q2 申报市值
213持仓数
42.1%前十大占比 · 第一大 7.0%
19 / 6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
IOO 加仓+$500.78万
SGOV 加仓+$400.88万
SRLN 加仓+$332.82万
FLTR 加仓+$262.04万
DGRO 加仓+$247.61万
2026Q2 卖出最多 按季末市值估算
SHV 减仓-$548.00万
BIL 减仓-$524.53万
VSH 减仓-$156.24万
CSCO 减仓-$101.06万
JBL 减仓-$55.43万
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 |
|---|---|---|---|---|---|---|---|---|
| JBL | JABIL INC | $501.54万 | 1.00% | 13,011 | -1,438 | -10.0% | -$55.43万 | 减仓 |
| AAPL | APPLE INC | $530.65万 | 1.06% | 18,339 | -308 | -1.7% | -$8.91万 | 减仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $583.48万 | 1.17% | 405,759 | 41,955 | 11.5% | $60.33万 | 加仓 |
| SHV | ISHARES TR | $600.71万 | 1.20% | 54,437 | -49,660 | -47.7% | -$548.00万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $643.30万 | 1.29% | 345,118 | 19,617 | 6.0% | $36.57万 | 加仓 |
| SLV | ISHARES SILVER TR | $761.73万 | 1.53% | 142,459 | 4,515 | 3.3% | $24.14万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $997.42万 | 2.00% | 64,646 | 6,495 | 11.2% | $100.21万 | 加仓 |
| SHYG | ISHARES TR | $1,145.74万 | 2.30% | 270,157 | 12,458 | 4.8% | $52.83万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $1,149.67万 | 2.30% | 123,444 | 10,248 | 9.1% | $95.44万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,385.82万 | 2.78% | 775,066 | 106,206 | 15.9% | $189.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,510.72万 | 3.03% | 180,384 | 9,079 | 5.3% | $76.04万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,530.12万 | 3.07% | 304,623 | 35,478 | 13.2% | $178.21万 | 加仓 |
| DGRO | ISHARES TR | $1,532.74万 | 3.07% | 202,235 | 32,670 | 19.3% | $247.61万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $1,713.84万 | 3.43% | 329,331 | 12,152 | 3.8% | $63.24万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,860.29万 | 3.73% | 461,725 | 82,607 | 21.8% | $332.82万 | 加仓 |
| SGOV | ISHARES TR | $1,880.05万 | 3.77% | 186,754 | 39,821 | 27.1% | $400.88万 | 加仓 |
| FLTR | VANECK ETF TRUST | $2,829.14万 | 5.67% | 1,104,702 | 102,319 | 10.2% | $262.04万 | 加仓 |
| IOO | ISHARES TR | $3,248.90万 | 6.51% | 237,840 | 36,660 | 18.2% | $500.78万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,518.18万 | 7.05% | 383,913 | -57,238 | -13.0% | -$524.53万 | 减仓 |