13F 机构持仓

Turning Point Benefit Group, Inc.

FREDERICK MD · SEC CIK 0002008513

2026Q22026Q1 更早 9 个季度 🔒
$1.57亿2026Q1 申报市值
95持仓数
57.0%前十大占比 · 第一大 23.6%
2 / 741新建仓 / 清仓
申报市值走势$2.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIL 23.6%
WWJD 7.4%
SPYM 5.4%
FLOT 4.6%
WPM 3.6%
TPSC 3.1%
CGMS 2.8%
SPEM 2.4%
DFIV 2.1%
VYMI 2.0%

2026Q1 买入最多 按季末市值估算

BIL 加仓+$1,209.09万
WWJD 加仓+$387.04万
TPSC 加仓+$188.60万
SPYM 加仓+$117.57万
APH 加仓+$51.08万

2026Q1 卖出最多 按季末市值估算

FLOT 减仓-$540.51万
BPRE 减仓-$488.46万
DFIV 减仓-$320.43万
CGMS 减仓-$313.60万
TFLR 减仓-$306.74万

2026Q1 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
HYDB ISHARES TR $00.00%0 —— — 申报中断
— ABRDN FDS $00.00%0 —— — 申报中断
BSX BOSTON SCIENTIFIC CORP $00.00%0 -2,393-100.0% -$22.82万 清仓
NOW SERVICENOW INC $00.00%0 -1,417-100.0% -$21.71万 清仓
GOOGL ALPHABET INC $00.00%0 -676-100.0% -$21.16万 清仓
ACNB ACNB CORP $00.00%0 —— — 申报中断
ABBV ABBVIE INC $00.00%0 -884-100.0% -$20.20万 清仓
AVGO BROADCOM INC $00.00%0 —— — 申报中断
KGC KINROSS GOLD CORP $00.00%0 -6,315-100.0% -$17.78万 清仓
BKH BLACK HILLS CORP $00.00%0 —— — 申报中断
STE STERIS PLC $00.00%0 -659-100.0% -$16.71万 清仓
BILS SPDR SERIES TRUST $00.00%0 —— — 申报中断
WPC WP CAREY INC $00.00%0 —— — 申报中断
MCK MCKESSON CORP $00.00%0 -194-100.0% -$15.91万 清仓
CPRT COPART INC $00.00%0 -4,052-100.0% -$15.86万 清仓
PPL PPL CORP $00.00%0 —— — 申报中断
LRCX LAM RESEARCH CORP $00.00%0 —— — 申报中断
WELL WELLTOWER INC $00.00%0 —— — 申报中断
MNST MONSTER BEVERAGE CORP NEW $00.00%0 -1,868-100.0% -$14.32万 清仓
IJH ISHARES TR $00.00%0 -2,147-100.0% -$14.17万 清仓
PLTR PALANTIR TECHNOLOGIES INC $00.00%0 -796-100.0% -$14.15万 清仓
TBIL RBB FD INC $00.00%0 -2,783-100.0% -$13.88万 清仓
EFA ISHARES TR $00.00%0 -1,428-100.0% -$13.71万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -1,099-100.0% -$12.94万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -1,081-100.0% -$12.67万 清仓
XLRE SELECT SECTOR SPDR TR $00.00%0 —— — 申报中断
DE DEERE & CO $00.00%0 -265-100.0% -$12.34万 清仓
CRM SALESFORCE INC $00.00%0 -452-100.0% -$11.97万 清仓
FTV FORTIVE CORP $00.00%0 -2,039-100.0% -$11.26万 清仓
LLY ELI LILLY & CO $00.00%0 -96-100.0% -$10.32万 清仓
CMI CUMMINS INC $00.00%0 -187-100.0% -$9.55万 清仓
JPM JPMORGAN CHASE & CO. $00.00%0 -288-100.0% -$9.28万 清仓
HPQ HP INC $00.00%0 -4,015-100.0% -$8.95万 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -642-100.0% -$8.74万 清仓
YUMC YUM CHINA HLDGS INC $00.00%0 -1,824-100.0% -$8.71万 清仓
COR CENCORA INC $00.00%0 -255-100.0% -$8.61万 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -275-100.0% -$8.60万 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -148-100.0% -$8.58万 清仓
VRSN VERISIGN INC $00.00%0 -351-100.0% -$8.53万 清仓
VTEB VANGUARD MUN BD FDS $00.00%0 -1,674-100.0% -$8.42万 清仓
IEX IDEX CORP $00.00%0 -471-100.0% -$8.38万 清仓
TSLA TESLA INC $00.00%0 -170-100.0% -$7.65万 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -190-100.0% -$7.28万 清仓
META META PLATFORMS INC $00.00%0 -110-100.0% -$7.26万 清仓
UNP UNION PAC CORP $00.00%0 -313-100.0% -$7.24万 清仓
FGD FIRST TR EXCHANGE TRADED FD $00.00%0 -2,336-100.0% -$7.07万 清仓
WMB WILLIAMS COS INC $00.00%0 -1,002-100.0% -$6.02万 清仓
MRK MERCK & CO INC $00.00%0 -567-100.0% -$5.97万 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -824-100.0% -$5.80万 清仓
WMT WALMART INC $00.00%0 -510-100.0% -$5.68万 清仓
ORCL ORACLE CORP $00.00%0 -285-100.0% -$5.55万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -283-100.0% -$5.41万 清仓
EPI WISDOMTREE TR $00.00%0 -1,144-100.0% -$5.30万 清仓
CVX CHEVRON CORP NEW $00.00%0 -339-100.0% -$5.17万 清仓
D DOMINION ENERGY INC $00.00%0 -845-100.0% -$4.95万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -233-100.0% -$4.82万 清仓
VPU VANGUARD WORLD FD $00.00%0 -258-100.0% -$4.77万 清仓
SUSL ISHARES TR $00.00%0 -384-100.0% -$4.66万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -163-100.0% -$4.65万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -852-100.0% -$4.60万 清仓
IEFA ISHARES TR $00.00%0 -505-100.0% -$4.52万 清仓
CNO CNO FINL GROUP INC $00.00%0 -1,037-100.0% -$4.40万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -133-100.0% -$4.39万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -92-100.0% -$4.30万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -67-100.0% -$4.20万 清仓
HD HOME DEPOT INC $00.00%0 -122-100.0% -$4.20万 清仓
ABT ABBOTT LABS $00.00%0 -322-100.0% -$4.03万 清仓
KO COCA COLA CO $00.00%0 -566-100.0% -$3.96万 清仓
KMB KIMBERLY-CLARK CORP $00.00%0 -375-100.0% -$3.78万 清仓
ED CONSOLIDATED EDISON INC $00.00%0 -378-100.0% -$3.75万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -182-100.0% -$3.74万 清仓
VSGX VANGUARD WORLD FD $00.00%0 -519-100.0% -$3.72万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -1,307-100.0% -$3.59万 清仓
TOL TOLL BROTHERS INC $00.00%0 -261-100.0% -$3.53万 清仓
TJX TJX COS INC NEW $00.00%0 -226-100.0% -$3.47万 清仓
T AT&T INC $00.00%0 -1,364-100.0% -$3.39万 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -289-100.0% -$3.26万 清仓
TMUS T-MOBILE US INC $00.00%0 -157-100.0% -$3.19万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -56-100.0% -$3.17万 清仓
WFC WELLS FARGO CO NEW $00.00%0 -335-100.0% -$3.12万 清仓
HYD VANECK ETF TRUST $00.00%0 -569-100.0% -$2.91万 清仓
IVW ISHARES TR $00.00%0 -229-100.0% -$2.82万 清仓
SCHV SCHWAB STRATEGIC TR $00.00%0 -918-100.0% -$2.72万 清仓
AZO AUTOZONE INC $00.00%0 -8-100.0% -$2.71万 清仓
ENB ENBRIDGE INC $00.00%0 -564-100.0% -$2.70万 清仓
FRT FEDERAL RLTY INVT TR NEW $00.00%0 -254-100.0% -$2.56万 清仓
— SEI EXCHANGE TRADED FUNDS $00.00%0 -1,021-100.0% -$2.55万 清仓
NFLX NETFLIX INC. $00.00%0 -270-100.0% -$2.53万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -617-100.0% -$2.51万 清仓
XLB SELECT SECTOR SPDR TR $00.00%0 -554-100.0% -$2.51万 清仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $00.00%0 -2,084-100.0% -$2.42万 清仓
MUB ISHARES TR $00.00%0 -218-100.0% -$2.33万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -78-100.0% -$2.31万 清仓
LIN LINDE PLC $00.00%0 -54-100.0% -$2.30万 清仓
SPGI S&P GLOBAL INC $00.00%0 -44-100.0% -$2.30万 清仓
MCO MOODYS CORP $00.00%0 -45-100.0% -$2.30万 清仓
PSA PUBLIC STORAGE OPER CO $00.00%0 -86-100.0% -$2.23万 清仓
DHR DANAHER CORPORATION $00.00%0 -95-100.0% -$2.17万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -183-100.0% -$2.11万 清仓
CME CME GROUP INC $00.00%0 -77-100.0% -$2.10万 清仓