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 |
|---|---|---|---|---|---|---|---|---|
| FSLY | FASTLY INC | $20.50万 | 0.04% | 11,163 | 1,712 | 18.1% | $3.14万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $18.93万 | 0.04% | 19,198 | -659 | -3.3% | -$6,498 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $17.91万 | 0.04% | 15,906 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $17.15万 | 0.03% | 19,228 | 5,617 | 41.3% | $5.01万 | 加仓 |
| RPD | RAPID7 INC | $16.97万 | 0.03% | 20,949 | 6,947 | 49.6% | $5.63万 | 加仓 |
| SMR | NUSCALE PWR CORP | $16.10万 | 0.03% | 16,055 | 16,055 | — | $16.10万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $15.64万 | 0.03% | 16,155 | 3,331 | 26.0% | $3.22万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $15.16万 | 0.03% | 32,061 | 11,499 | 55.9% | $5.44万 | 加仓 |
| PATH | UIPATH INC | $14.91万 | 0.03% | 13,717 | 13,717 | — | $14.91万 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $11.48万 | 0.02% | 18,142 | 4,563 | 33.6% | $2.89万 | 加仓 |
| AI | C3 AI INC | $11.40万 | 0.02% | 12,546 | 1,861 | 17.4% | $1.69万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $10.41万 | 0.02% | 16,094 | 5,057 | 45.8% | $3.27万 | 加仓 |
| — | SERA PROGNOSTICS INC | $7.90万 | 0.02% | 43,388 | 0 | 0.0% | — | 不变 |
| ACWV | ISHARES INC | $0 | 0.00% | 0 | -2,030 | -100.0% | -$24.26万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,082 | -100.0% | -$23.91万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,608 | -100.0% | -$21.55万 | 清仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $0 | 0.00% | 0 | -9,503 | -100.0% | -$20.79万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,300 | -100.0% | -$20.76万 | 清仓 |
| JBLU | JETBLUE AIRWAYS CORP | $0 | 0.00% | 0 | -10,143 | -100.0% | -$4.48万 | 清仓 |