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
DGRO ISHARES TR $00.00%0 -291-100.0% -$2.02万 清仓
— TEMA ETF TRUST $00.00%0 -451-100.0% -$2.00万 清仓
CSCO CISCO SYS INC $00.00%0 -258-100.0% -$1.99万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -438-100.0% -$1.95万 清仓
ASML ASML HOLDING N V $00.00%0 -18-100.0% -$1.93万 清仓
ORLY OREILLY AUTOMOTIVE INC $00.00%0 -206-100.0% -$1.88万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -86-100.0% -$1.84万 清仓
PEP PEPSICO INC $00.00%0 -125-100.0% -$1.79万 清仓
LOW LOWES COS INC $00.00%0 -74-100.0% -$1.78万 清仓
IVV ISHARES TR $00.00%0 -26-100.0% -$1.78万 清仓
BAC BANK AMERICA CORP $00.00%0 -320-100.0% -$1.76万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -574-100.0% -$1.72万 清仓
ET ENERGY TRANSFER L P $00.00%0 -1,038-100.0% -$1.71万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -213-100.0% -$1.71万 清仓
CGNX COGNEX CORP $00.00%0 -470-100.0% -$1.69万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -116-100.0% -$1.66万 清仓
VUG VANGUARD INDEX FDS $00.00%0 -34-100.0% -$1.66万 清仓
EPD ENTERPRISE PRODS PARTNERS L $00.00%0 -516-100.0% -$1.66万 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -3-100.0% -$1.61万 清仓
SBLK STAR BULK CARRIERS CORP. $00.00%0 -803-100.0% -$1.54万 清仓
ADBE ADOBE INC $00.00%0 -44-100.0% -$1.54万 清仓
PFE PFIZER INC $00.00%0 -606-100.0% -$1.51万 清仓
ADI ANALOG DEVICES INC $00.00%0 -55-100.0% -$1.49万 清仓
WSBC WESBANCO INC $00.00%0 -443-100.0% -$1.47万 清仓
HLT HILTON WORLDWIDE HLDGS INC $00.00%0 -51-100.0% -$1.46万 清仓
HUBS HUBSPOT INC $00.00%0 -36-100.0% -$1.44万 清仓
MTB M & T BK CORP $00.00%0 -71-100.0% -$1.43万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -102-100.0% -$1.41万 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -43-100.0% -$1.39万 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -64-100.0% -$1.39万 清仓
PWR QUANTA SVCS INC $00.00%0 -31-100.0% -$1.31万 清仓
PM PHILIP MORRIS INTL INC $00.00%0 -80-100.0% -$1.28万 清仓
GE GE AEROSPACE $00.00%0 -40-100.0% -$1.23万 清仓
BND VANGUARD BD INDEX FDS $00.00%0 -165-100.0% -$1.22万 清仓
GM GENERAL MTRS CO $00.00%0 -149-100.0% -$1.21万 清仓
EOG EOG RES INC $00.00%0 -115-100.0% -$1.21万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -45-100.0% -$1.21万 清仓
IDEV ISHARES TR $00.00%0 -145-100.0% -$1.20万 清仓
AMT AMERICAN TOWER CORP $00.00%0 —— — 申报中断
OTIS OTIS WORLDWIDE CORP $00.00%0 -135-100.0% -$1.18万 清仓
SNPS SYNOPSYS INC $00.00%0 -25-100.0% -$1.17万 清仓
GS GOLDMAN SACHS GROUP INC $00.00%0 -13-100.0% -$1.14万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -20-100.0% -$1.14万 清仓
C CITIGROUP INC $00.00%0 -97-100.0% -$1.13万 清仓
IEMG ISHARES INC $00.00%0 -168-100.0% -$1.13万 清仓
MSCI MSCI INC $00.00%0 -19-100.0% -$1.09万 清仓
VRTX VERTEX PHARMACEUTICALS INC $00.00%0 -24-100.0% -$1.09万 清仓
NMZ NUVEEN MUN HIGH INCOME OPPOR $00.00%0 -1,004-100.0% -$1.02万 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -22-100.0% -$9,792 清仓
NI NISOURCE INC $00.00%0 -230-100.0% -$9,604 清仓
SEIE SEI EXCHANGE TRADED FUNDS $00.00%0 -295-100.0% -$9,596 清仓
ZTS ZOETIS INC $00.00%0 -76-100.0% -$9,562 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -200-100.0% -$9,362 清仓
MO ALTRIA GROUP INC $00.00%0 -159-100.0% -$9,167 清仓
IJR ISHARES TR $00.00%0 -75-100.0% -$9,014 清仓
TFC TRUIST FINL CORP $00.00%0 -183-100.0% -$9,005 清仓
CFG CITIZENS FINL GROUP INC $00.00%0 -153-100.0% -$8,936 清仓
IWN ISHARES TR $00.00%0 -49-100.0% -$8,879 清仓
JPC NUVEEN PFD & INCOME OPPORTUN $00.00%0 -1,092-100.0% -$8,856 清仓
F FORD MTR CO $00.00%0 -669-100.0% -$8,777 清仓
HYG ISHARES TR $00.00%0 -106-100.0% -$8,546 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -23-100.0% -$8,509 清仓
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -6-100.0% -$8,365 清仓
FAN FIRST TR EXCHANGE-TRADED FD $00.00%0 -408-100.0% -$8,351 清仓
MS MORGAN STANLEY $00.00%0 -47-100.0% -$8,344 清仓
IWR ISHARES TR $00.00%0 -83-100.0% -$7,990 清仓
GEV GE VERNOVA INC $00.00%0 -12-100.0% -$7,843 清仓
CARR CARRIER GLOBAL CORPORATION $00.00%0 -148-100.0% -$7,820 清仓
BANC BANC OF CALIFORNIA INC $00.00%0 -396-100.0% -$7,638 清仓
ETR ENTERGY CORP NEW $00.00%0 -82-100.0% -$7,579 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -40-100.0% -$7,420 清仓
FBIN FORTUNE BRANDS INNOVATIONS I $00.00%0 -145-100.0% -$7,252 清仓
RAL RALLIANT CORP $00.00%0 -142-100.0% -$7,229 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -507-100.0% -$7,169 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -68-100.0% -$6,793 清仓
INTU INTUIT $00.00%0 -10-100.0% -$6,624 清仓
COIN COINBASE GLOBAL INC $00.00%0 -29-100.0% -$6,558 清仓
GRID FIRST TR EXCHANGE-TRADED FD $00.00%0 -42-100.0% -$6,426 清仓
FDS FACTSET RESH SYS INC $00.00%0 -22-100.0% -$6,384 清仓
BUD ANHEUSER BUSCH INBEV SA/NV $00.00%0 -99-100.0% -$6,339 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -77-100.0% -$6,291 清仓
GGG GRACO INC $00.00%0 -76-100.0% -$6,229 清仓
USB US BANCORP DEL $00.00%0 -112-100.0% -$5,976 清仓
SYK STRYKER CORPORATION $00.00%0 -17-100.0% -$5,975 清仓
— TAYLOR MORRISON HOME CORP $00.00%0 -101-100.0% -$5,946 清仓
TPR TAPESTRY INC $00.00%0 -46-100.0% -$5,877 清仓
RTX RTX CORPORATION $00.00%0 -32-100.0% -$5,868 清仓
KEY KEYCORP $00.00%0 -282-100.0% -$5,820 清仓
QCOM QUALCOMM INC $00.00%0 -34-100.0% -$5,815 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -213-100.0% -$5,772 清仓
OMC OMNICOM GROUP INC $00.00%0 -71-100.0% -$5,733 清仓
VWOB VANGUARD WHITEHALL FDS $00.00%0 -84-100.0% -$5,664 清仓
TCHP T ROWE PRICE ETF INC $00.00%0 -112-100.0% -$5,584 清仓
BBIO BRIDGEBIO PHARMA INC $00.00%0 -73-100.0% -$5,583 清仓
UNG UNITED STS NAT GAS FD LP $00.00%0 -455-100.0% -$5,578 清仓
NKE NIKE INC $00.00%0 -87-100.0% -$5,542 清仓
FE FIRSTENERGY CORP $00.00%0 -123-100.0% -$5,506 清仓
IWO ISHARES TR $00.00%0 -17-100.0% -$5,491 清仓
VBK VANGUARD INDEX FDS $00.00%0 -18-100.0% -$5,438 清仓
ABNB AIRBNB INC $00.00%0 -40-100.0% -$5,428 清仓