Turning Point Benefit Group, Inc.
FREDERICK MD · SEC CIK 0002008513
$2.32亿2026Q2 申报市值
109持仓数
44.0%前十大占比 · 第一大 10.4%
7 / 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
FLOT 加仓+$1,059.23万
CGMS 加仓+$637.03万
DFIV 加仓+$538.85万
VYMI 加仓+$464.60万
SEI EXCHANGE TRA 新建仓+$424.30万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$1,282.70万
WWJD 减仓-$621.21万
SPYM 减仓-$380.73万
TPSC 减仓-$331.33万
WPM 减仓-$184.33万
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 |
|---|---|---|---|---|---|---|---|---|
| BIBL | NORTHERN LTS FD TR IV | $424.31万 | 1.83% | 74,015 | 32,746 | 79.3% | $187.73万 | 加仓 |
| MOAT | VANECK ETF TRUST | $442.02万 | 1.90% | 42,184 | 30,524 | 261.8% | $319.84万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $445.25万 | 1.92% | 86,628 | -10,580 | -10.9% | -$54.38万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $449.83万 | 1.93% | 40,224 | -16,483 | -29.1% | -$184.33万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $462.97万 | 1.99% | 21,715 | 14,871 | 217.3% | $317.05万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $492.63万 | 2.12% | 100,897 | 69,138 | 217.7% | $337.57万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $511.21万 | 2.20% | 103,996 | 73,164 | 237.3% | $359.65万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $520.23万 | 2.24% | 17,326 | 12,762 | 279.6% | $383.19万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $784.35万 | 3.37% | 80,039 | 47,410 | 145.3% | $464.60万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $863.80万 | 3.72% | 98,369 | -43,358 | -30.6% | -$380.73万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $876.82万 | 3.77% | 162,367 | 99,783 | 159.4% | $538.85万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $884.59万 | 3.80% | 232,672 | -163,395 | -41.3% | -$621.21万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,070.64万 | 4.61% | 391,822 | 233,136 | 146.9% | $637.03万 | 加仓 |
| FLOT | ISHARES TR | $1,787.40万 | 7.69% | 350,665 | 207,808 | 145.5% | $1,059.23万 | 加仓 |
| BIL | SPDR SERIES TRUST | $2,429.33万 | 10.45% | 265,621 | -140,250 | -34.6% | -$1,282.70万 | 减仓 |