Clear Point Advisors Inc.
MELVILLE NY · SEC CIK 0002010474
$12.24亿2026Q1 申报市值
75持仓数
95.4%前十大占比 · 第一大 86.8%
25 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BRK/A 新建仓+$10.63亿
JPM 加仓+$4,260.94万
INNOVATOR ETFS T 新建仓+$1,498.30万
STT 新建仓+$1,123.09万
VOX 新建仓+$683.02万
2026Q1 卖出最多 按季末市值估算
PJUN 清仓-$358.75万
FTSL 清仓-$131.25万
PMAY 清仓-$122.98万
BAPR 清仓-$104.94万
NJAN 清仓-$81.09万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAPE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -85,661 | -100.0% | -$358.75万 | 清仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPYM | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -28,608 | -100.0% | -$131.25万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -31,063 | -100.0% | -$122.98万 | 清仓 |
| — | WISDOMTREE TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBR | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMST | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QDEF | FLEXSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -21,872 | -100.0% | -$104.94万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -14,765 | -100.0% | -$81.09万 | 清仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYGV | FLEXSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -21,182 | -100.0% | -$70.98万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -33,399 | -100.0% | -$68.63万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,649 | -100.0% | -$67.22万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -35,015 | -100.0% | -$67.12万 | 清仓 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -4,455 | -100.0% | -$58.27万 | 清仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -25,774 | -100.0% | -$55.71万 | 清仓 |
| KAPR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -15,459 | -100.0% | -$54.31万 | 清仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -17,405 | -100.0% | -$49.95万 | 清仓 |
| KJAN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -12,004 | -100.0% | -$49.72万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNOV | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,908 | -100.0% | -$45.57万 | 清仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -10,691 | -100.0% | -$36.12万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MINO | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,814 | -100.0% | -$34.96万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PJUL | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -7,266 | -100.0% | -$33.74万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BJUN | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,515 | -100.0% | -$30.45万 | 清仓 |
| MUNI | PIMCO ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -8,686 | -100.0% | -$28.31万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMAY | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -6,154 | -100.0% | -$27.58万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PSEP | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -5,978 | -100.0% | -$26.13万 | 清仓 |
| LVHI | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -6,687 | -100.0% | -$24.62万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BMAR | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -4,147 | -100.0% | -$22.00万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOCT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -3,601 | -100.0% | -$20.86万 | 清仓 |
| FPXI | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO QUALITY MUN INCOME T | $1.36万 | 0.00% | 1,411 | 1,411 | — | $1.36万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $2.88万 | 0.00% | 4,571 | 4,571 | — | $2.88万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD | $4.51万 | 0.00% | 5,642 | 5,642 | — | $4.51万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $6.07万 | 0.00% | 8,015 | 8,015 | — | $6.07万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $14.49万 | 0.01% | 17,068 | 17,068 | — | $14.49万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $19.30万 | 0.02% | 10,000 | 10,000 | — | $19.30万 | 新建仓 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $20.53万 | 0.02% | 10,000 | 10,000 | — | $20.53万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $20.69万 | 0.02% | 12,339 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $21.23万 | 0.02% | 3,439 | 3,439 | — | $21.23万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.05万 | 0.02% | 2,392 | 2,392 | — | $23.05万 | 新建仓 |
| GDXJ | VANECK ETF TRUST | $23.56万 | 0.02% | 1,963 | -3 | -0.2% | -$360 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $24.73万 | 0.02% | 6,022 | -500 | -7.7% | -$2.05万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $25.95万 | 0.02% | 6,746 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.93万 | 0.03% | 4,530 | 698 | 18.2% | $4.77万 | 加仓 |
| GDX | VANECK ETF TRUST | $32.79万 | 0.03% | 3,573 | 30 | 0.8% | $2,753 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.68万 | 0.03% | 13,080 | -325 | -2.4% | -$8,369 | 减仓 |
| MCK | MCKESSON CORP | $33.87万 | 0.03% | 391 | -108 | -21.6% | -$9.36万 | 减仓 |
| SMMU | PIMCO ETF TR | $34.74万 | 0.03% | 6,887 | -572 | -7.7% | -$2.89万 | 减仓 |
| TSLA | TESLA INC | $36.06万 | 0.03% | 970 | -124 | -11.3% | -$4.61万 | 减仓 |
| GOOG | ALPHABET INC | $36.80万 | 0.03% | 1,280 | 1,280 | — | $36.80万 | 新建仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $38.06万 | 0.03% | 7,350 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $38.22万 | 0.03% | 3,975 | -406 | -9.3% | -$3.90万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.77万 | 0.03% | 11,012 | 0 | 0.0% | — | 不变 |
| FMBH | FIRST MID BANCSHARES INC | $40.15万 | 0.03% | 4,437 | 4,437 | — | $40.15万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.92万 | 0.03% | 8,151 | 815 | 11.1% | $4.09万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.94万 | 0.03% | 13,671 | 1,381 | 11.2% | $4.24万 | 加仓 |
| T | AT&T INC | $42.98万 | 0.04% | 14,826 | 1,968 | 15.3% | $5.71万 | 加仓 |