Clear Point Advisors Inc.
MELVILLE NY · SEC CIK 0002010474
$1.13亿2026Q2 申报市值
93持仓数
45.2%前十大占比 · 第一大 10.9%
9 / 39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
EMNT 新建仓+$257.27万
USFR 新建仓+$169.16万
LMBS 重新持有+$129.65万
AMAT 新建仓+$42.08万
VOO 重新持有+$30.22万
2026Q2 卖出最多 按季末市值估算
BRK/A 清仓-$10.63亿
JPM 减仓-$4,751.32万
INNOVATOR ETFS T 清仓-$1,498.30万
STT 清仓-$1,123.09万
VOX 清仓-$683.02万
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 |
|---|---|---|---|---|---|---|---|---|
| JMST | J P MORGAN EXCHANGE TRADED F | $107.21万 | 0.95% | 21,022 | -540 | -2.5% | -$2.75万 | 重新持有 |
| AMZN | AMAZON COM INC | $109.07万 | 0.97% | 4,576 | -295 | -6.1% | -$7.03万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $109.87万 | 0.97% | 35,326 | 95 | 0.3% | $2,955 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $113.97万 | 1.01% | 2,182 | 165 | 8.2% | $8.62万 | 重新持有 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $117.48万 | 1.04% | 24,298 | 1,904 | 8.5% | $9.21万 | 重新持有 |
| SCHA | SCHWAB STRATEGIC TR | $117.48万 | 1.04% | 32,517 | 230 | 0.7% | $8,310 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $126.78万 | 1.12% | 34,387 | 2,700 | 8.5% | $9.95万 | 加仓 |
| QDEF | FLEXSHARES TR | $129.50万 | 1.15% | 14,881 | 1,596 | 12.0% | $13.89万 | 重新持有 |
| — | WISDOMTREE TR | $131.86万 | 1.17% | 26,251 | 2,261 | 9.4% | $11.36万 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $137.05万 | 1.21% | 5,792 | -173 | -2.9% | -$4.09万 | 重新持有 |
| VBR | VANGUARD INDEX FDS | $143.17万 | 1.27% | 5,892 | 333 | 6.0% | $8.09万 | 重新持有 |
| JPST | J P MORGAN EXCHANGE TRADED F | $148.63万 | 1.32% | 29,392 | -3,159 | -9.7% | -$15.97万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $150.91万 | 1.34% | 17,172 | 32 | 0.2% | $2,812 | 重新持有 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $155.74万 | 1.38% | 26,074 | 292 | 1.1% | $1.74万 | 重新持有 |
| USFR | WISDOMTREE TR | $169.16万 | 1.50% | 33,597 | 33,597 | — | $169.16万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $169.22万 | 1.50% | 64,635 | 9,021 | 16.2% | $23.62万 | 重新持有 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $174.63万 | 1.55% | 37,040 | -9,445 | -20.3% | -$44.53万 | 重新持有 |
| VCSH | VANGUARD SCOTTSDALE FDS | $176.86万 | 1.57% | 22,378 | 377 | 1.7% | $2.98万 | 重新持有 |
| VOO | VANGUARD INDEX FDS | $177.57万 | 1.57% | 2,585 | 440 | 20.5% | $30.22万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $190.42万 | 1.69% | 21,348 | 235 | 1.1% | $2.10万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $225.96万 | 2.00% | 45,392 | 26,045 | 134.6% | $129.65万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $231.28万 | 2.05% | 78,586 | -102 | -0.1% | -$3,002 | 减仓 |
| EMNT | PIMCO ETF TR | $257.27万 | 2.28% | 25,520 | 25,520 | — | $257.27万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $323.41万 | 2.87% | 65,627 | 2,180 | 3.4% | $10.74万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $355.43万 | 3.15% | 89,915 | -3,969 | -4.2% | -$15.69万 | 减仓 |
| CAPE | DOUBLELINE ETF TRUST | $399.76万 | 3.54% | 123,241 | -23,309 | -15.9% | -$75.61万 | 重新持有 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $423.64万 | 3.75% | 6,023 | 119 | 2.0% | $8.37万 | 重新持有 |
| AAPL | APPLE INC | $427.85万 | 3.79% | 14,786 | 124 | 0.8% | $3.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $516.63万 | 4.58% | 178,396 | -711 | -0.4% | -$2.06万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $516.98万 | 4.58% | 6,923 | -148 | -2.1% | -$11.05万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $649.72万 | 5.76% | 8,823 | -14 | -0.2% | -$1.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,228.07万 | 10.88% | 362,906 | -1,659 | -0.5% | -$5.61万 | 减仓 |