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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $10.63亿 | 86.82% | 1,480 | 1,480 | — | $10.63亿 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $4,306.27万 | 3.52% | 146,392 | 144,851 | 9,399.8% | $4,260.94万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1,498.30万 | 1.22% | 418,685 | 418,685 | — | $1,498.30万 | 新建仓 |
| STT | STATE STR CORP | $1,123.09万 | 0.92% | 38,298 | 38,298 | — | $1,123.09万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,061.98万 | 0.87% | 364,565 | -599 | -0.2% | -$1.74万 | 减仓 |
| VOX | VANGUARD WORLD FD | $683.02万 | 0.56% | 45,012 | 45,012 | — | $683.02万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $510.05万 | 0.42% | 8,837 | -47 | -0.5% | -$2.71万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $449.56万 | 0.37% | 179,107 | -180 | -0.1% | -$4,518 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $442.87万 | 0.36% | 143,543 | 143,543 | — | $442.87万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $435.09万 | 0.36% | 60,648 | 60,648 | — | $435.09万 | 新建仓 |
| BAR | GRANITESHARES GOLD TR | $433.09万 | 0.35% | 93,884 | 2,913 | 3.2% | $13.44万 | 加仓 |
| AAPL | APPLE INC | $372.10万 | 0.30% | 14,662 | 1,524 | 11.6% | $38.68万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $269.91万 | 0.22% | 63,447 | -1,097 | -1.7% | -$4.67万 | 减仓 |
| WT | WISDOMTREE INC | $266.44万 | 0.22% | 52,844 | 52,844 | — | $266.44万 | 新建仓 |
| MINT | PIMCO ETF TR | $263.09万 | 0.21% | 26,160 | -3,481 | -11.7% | -$35.01万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $201.76万 | 0.16% | 78,688 | -897 | -1.1% | -$2.30万 | 减仓 |
| TILT | FLEXSHARES TR | $191.79万 | 0.16% | 33,264 | 33,264 | — | $191.79万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $179.12万 | 0.15% | 21,113 | 349 | 1.7% | $2.96万 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $160.67万 | 0.13% | 85,465 | 85,465 | — | $160.67万 | 新建仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $159.45万 | 0.13% | 60,722 | 60,722 | — | $159.45万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $157.73万 | 0.13% | 26,385 | 26,385 | — | $157.73万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $145.35万 | 0.12% | 27,528 | -1,869 | -6.4% | -$9.87万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $144.29万 | 0.12% | 28,968 | 28,968 | — | $144.29万 | 新建仓 |
| JANW | AIM ETF PRODUCTS TRUST | $123.24万 | 0.10% | 33,782 | 820 | 2.5% | $2.99万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $112.77万 | 0.09% | 9,964 | 43 | 0.4% | $4,867 | 加仓 |
| AMZN | AMAZON COM INC | $101.45万 | 0.08% | 4,871 | 92 | 1.9% | $1.92万 | 加仓 |
| — | TCW ETF TRUST | $100.09万 | 0.08% | 33,742 | 860 | 2.6% | $2.55万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $98.12万 | 0.08% | 35,231 | -527 | -1.5% | -$1.47万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $98.10万 | 0.08% | 31,687 | 3,218 | 11.3% | $9.96万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $93.89万 | 0.08% | 32,287 | 73 | 0.2% | $2,123 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $90.62万 | 0.07% | 21,637 | 0 | 0.0% | — | 不变 |
| APRW | AIM ETF PRODUCTS TRUST | $84.68万 | 0.07% | 23,937 | -4,575 | -16.0% | -$16.18万 | 减仓 |
| — | BLACKROCK MUN INCOME QUALITY | $78.10万 | 0.06% | 67,499 | 67,499 | — | $78.10万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $76.86万 | 0.06% | 16,566 | 2,414 | 17.1% | $11.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $75.96万 | 0.06% | 2,052 | 132 | 6.9% | $4.89万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $75.19万 | 0.06% | 7,753 | 231 | 3.1% | $2.24万 | 加仓 |
| FEBW | AIM ETF PRODUCTS TRUST | $73.69万 | 0.06% | 22,009 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $72.55万 | 0.06% | 4,160 | -106 | -2.5% | -$1.85万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $71.44万 | 0.06% | 18,119 | 398 | 2.2% | $1.57万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $71.09万 | 0.06% | 13,313 | 700 | 5.5% | $3.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $65.78万 | 0.05% | 2,691 | -14 | -0.5% | -$3,422 | 减仓 |
| GLD | SPDR GOLD TR | $61.45万 | 0.05% | 1,428 | -32 | -2.2% | -$1.38万 | 减仓 |
| JULW | AIM ETF PRODUCTS TRUST | $59.83万 | 0.05% | 15,416 | -1,025 | -6.2% | -$3.98万 | 减仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $58.52万 | 0.05% | 9,827 | 9,827 | — | $58.52万 | 新建仓 |
| V | VISA INC | $52.00万 | 0.04% | 1,721 | -14 | -0.8% | -$4,230 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $51.90万 | 0.04% | 18,973 | -437 | -2.3% | -$1.20万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.02万 | 0.04% | 1,021 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $48.87万 | 0.04% | 854 | -42 | -4.7% | -$2.40万 | 减仓 |
| T | AT&T INC | $42.98万 | 0.04% | 14,826 | 1,968 | 15.3% | $5.71万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.94万 | 0.03% | 13,671 | 1,381 | 11.2% | $4.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $40.92万 | 0.03% | 8,151 | 815 | 11.1% | $4.09万 | 加仓 |
| FMBH | FIRST MID BANCSHARES INC | $40.15万 | 0.03% | 4,437 | 4,437 | — | $40.15万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.77万 | 0.03% | 11,012 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $38.22万 | 0.03% | 3,975 | -406 | -9.3% | -$3.90万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $38.06万 | 0.03% | 7,350 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $36.80万 | 0.03% | 1,280 | 1,280 | — | $36.80万 | 新建仓 |
| TSLA | TESLA INC | $36.06万 | 0.03% | 970 | -124 | -11.3% | -$4.61万 | 减仓 |
| SMMU | PIMCO ETF TR | $34.74万 | 0.03% | 6,887 | -572 | -7.7% | -$2.89万 | 减仓 |
| MCK | MCKESSON CORP | $33.87万 | 0.03% | 391 | -108 | -21.6% | -$9.36万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.68万 | 0.03% | 13,080 | -325 | -2.4% | -$8,369 | 减仓 |
| GDX | VANECK ETF TRUST | $32.79万 | 0.03% | 3,573 | 30 | 0.8% | $2,753 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $30.93万 | 0.03% | 4,530 | 698 | 18.2% | $4.77万 | 加仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $25.95万 | 0.02% | 6,746 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $24.73万 | 0.02% | 6,022 | -500 | -7.7% | -$2.05万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $23.56万 | 0.02% | 1,963 | -3 | -0.2% | -$360 | 减仓 |
| DIS | DISNEY WALT CO | $23.05万 | 0.02% | 2,392 | 2,392 | — | $23.05万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $21.23万 | 0.02% | 3,439 | 3,439 | — | $21.23万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $20.69万 | 0.02% | 12,339 | 0 | 0.0% | — | 不变 |
| IA | INNOVATIVE SOLUTIONS & SUPPO | $20.53万 | 0.02% | 10,000 | 10,000 | — | $20.53万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $19.30万 | 0.02% | 10,000 | 10,000 | — | $19.30万 | 新建仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $14.49万 | 0.01% | 17,068 | 17,068 | — | $14.49万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $6.07万 | 0.00% | 8,015 | 8,015 | — | $6.07万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD | $4.51万 | 0.00% | 5,642 | 5,642 | — | $4.51万 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $2.88万 | 0.00% | 4,571 | 4,571 | — | $2.88万 | 新建仓 |
| — | INVESCO QUALITY MUN INCOME T | $1.36万 | 0.00% | 1,411 | 1,411 | — | $1.36万 | 新建仓 |
| 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 |