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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $1,228.07万 | 10.88% | 362,906 | -1,659 | -0.5% | -$5.61万 | 减仓 |
| QQQ | INVESCO QQQ TR | $649.72万 | 5.76% | 8,823 | -14 | -0.2% | -$1.03万 | 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 |
| SCHB | SCHWAB STRATEGIC TR | $516.63万 | 4.58% | 178,396 | -711 | -0.4% | -$2.06万 | 减仓 |
| AAPL | APPLE INC | $427.85万 | 3.79% | 14,786 | 124 | 0.8% | $3.59万 | 加仓 |
| 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 |
| CAPE | DOUBLELINE ETF TRUST | $399.76万 | 3.54% | 123,241 | -23,309 | -15.9% | -$75.61万 | 重新持有 |
| BAR | GRANITESHARES GOLD TR | $355.43万 | 3.15% | 89,915 | -3,969 | -4.2% | -$15.69万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $323.41万 | 2.87% | 65,627 | 2,180 | 3.4% | $10.74万 | 加仓 |
| EMNT | PIMCO ETF TR | $257.27万 | 2.28% | 25,520 | 25,520 | — | $257.27万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $231.28万 | 2.05% | 78,586 | -102 | -0.1% | -$3,002 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $225.96万 | 2.00% | 45,392 | 26,045 | 134.6% | $129.65万 | 重新持有 |
| AVDE | AMERICAN CENTY ETF TR | $190.42万 | 1.69% | 21,348 | 235 | 1.1% | $2.10万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $177.57万 | 1.57% | 2,585 | 440 | 20.5% | $30.22万 | 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 |
| 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 |
| 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 |
| USFR | WISDOMTREE TR | $169.16万 | 1.50% | 33,597 | 33,597 | — | $169.16万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $155.74万 | 1.38% | 26,074 | 292 | 1.1% | $1.74万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $150.91万 | 1.34% | 17,172 | 32 | 0.2% | $2,812 | 重新持有 |
| 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 |
| VBR | VANGUARD INDEX FDS | $143.17万 | 1.27% | 5,892 | 333 | 6.0% | $8.09万 | 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 |
| — | WISDOMTREE TR | $131.86万 | 1.17% | 26,251 | 2,261 | 9.4% | $11.36万 | 重新持有 |
| QDEF | FLEXSHARES TR | $129.50万 | 1.15% | 14,881 | 1,596 | 12.0% | $13.89万 | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $126.78万 | 1.12% | 34,387 | 2,700 | 8.5% | $9.95万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $117.48万 | 1.04% | 32,517 | 230 | 0.7% | $8,310 | 加仓 |
| 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 |
| DIA | STATE STR SPDR DOW JONES IND | $113.97万 | 1.01% | 2,182 | 165 | 8.2% | $8.62万 | 重新持有 |
| FNDX | SCHWAB STRATEGIC TR | $109.87万 | 0.97% | 35,326 | 95 | 0.3% | $2,955 | 加仓 |
| AMZN | AMAZON COM INC | $109.07万 | 0.97% | 4,576 | -295 | -6.1% | -$7.03万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $107.21万 | 0.95% | 21,022 | -540 | -2.5% | -$2.75万 | 重新持有 |
| — | TCW ETF TRUST | $101.91万 | 0.90% | 34,359 | 617 | 1.8% | $1.83万 | 加仓 |
| EFA | ISHARES TR | $99.18万 | 0.88% | 9,547 | 142 | 1.5% | $1.48万 | 重新持有 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $83.09万 | 0.74% | 67,499 | 0 | 0.0% | — | 重新持有 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $78.17万 | 0.69% | 18,121 | 2 | 0.0% | $86 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $77.39万 | 0.69% | 15,190 | -1,376 | -8.3% | -$7.01万 | 减仓 |
| HYGV | FLEXSHARES TR | $76.84万 | 0.68% | 19,086 | 227 | 1.2% | $9,139 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $76.75万 | 0.68% | 3,836 | -324 | -7.8% | -$6.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $73.97万 | 0.66% | 1,983 | -69 | -3.4% | -$2.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.91万 | 0.66% | 1,477 | -69 | -4.5% | -$3.45万 | 重新持有 |
| IJH | ISHARES TR | $70.13万 | 0.62% | 9,095 | 1,793 | 24.6% | $13.83万 | 重新持有 |
| ITOT | ISHARES TR | $69.04万 | 0.61% | 4,203 | -6 | -0.1% | -$986 | 重新持有 |
| VHT | VANGUARD WORLD FD | $68.63万 | 0.61% | 2,295 | -53 | -2.3% | -$1.58万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $68.45万 | 0.61% | 2,695 | 4 | 0.1% | $1,016 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $68.15万 | 0.60% | 21,491 | 7,820 | 57.2% | $24.80万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $65.17万 | 0.58% | 5,814 | 5 | 0.1% | $560 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $63.54万 | 0.56% | 10,774 | 1,888 | 21.2% | $11.14万 | 重新持有 |
| IJR | ISHARES TR | $63.41万 | 0.56% | 4,275 | 236 | 5.8% | $3.50万 | 重新持有 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $63.21万 | 0.56% | 4,507 | 463 | 11.4% | $6.49万 | 重新持有 |
| — | ISHARES TR | $62.84万 | 0.56% | 23,070 | 2,800 | 13.8% | $7.63万 | 重新持有 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $61.67万 | 0.55% | 7,767 | 270 | 3.6% | $2.14万 | 重新持有 |
| V | VISA INC | $59.11万 | 0.52% | 1,723 | 2 | 0.1% | $686 | 加仓 |
| USMV | ISHARES TR | $58.36万 | 0.52% | 6,050 | -271 | -4.3% | -$2.61万 | 重新持有 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $54.09万 | 0.48% | 10,677 | -1,034 | -8.8% | -$5.24万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $52.44万 | 0.46% | 1,021 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $52.11万 | 0.46% | 9,002 | -1,350 | -13.0% | -$7.81万 | 重新持有 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $49.57万 | 0.44% | 4,471 | 33 | 0.7% | $3,658 | 重新持有 |
| AOR | ISHARES TR | $48.58万 | 0.43% | 6,991 | 1,677 | 31.6% | $11.65万 | 重新持有 |
| META | META PLATFORMS INC | $47.30万 | 0.42% | 840 | -14 | -1.6% | -$7,883 | 减仓 |
| GOOGL | ALPHABET INC | $46.24万 | 0.41% | 1,294 | 153 | 13.4% | $5.47万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $42.08万 | 0.37% | 582 | 582 | — | $42.08万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $41.65万 | 0.37% | 1,272 | -145,120 | -99.1% | -$4,751.32万 | 减仓 |
| TSLA | TESLA INC | $39.96万 | 0.35% | 950 | -20 | -2.1% | -$8,412 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $38.41万 | 0.34% | 4,738 | 208 | 4.6% | $1.69万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $37.47万 | 0.33% | 4,074 | 233 | 6.1% | $2.14万 | 重新持有 |
| MINO | PIMCO ETF TR | $37.04万 | 0.33% | 8,095 | 317 | 4.1% | $1.45万 | 重新持有 |
| IVV | ISHARES TR | $35.50万 | 0.31% | 474 | 2 | 0.4% | $1,498 | 重新持有 |
| SMMU | PIMCO ETF TR | $34.89万 | 0.31% | 6,908 | 21 | 0.3% | $1,061 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $33.94万 | 0.30% | 8,016 | -135 | -1.7% | -$5,716 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $31.51万 | 0.28% | 5,579 | 91 | 1.7% | $5,140 | 重新持有 |
| VGSH | VANGUARD SCOTTSDALE FDS | $31.05万 | 0.28% | 5,335 | 518 | 10.8% | $3.01万 | 重新持有 |
| T | AT&T INC | $30.69万 | 0.27% | 14,825 | -1 | -0.0% | -$21 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.41万 | 0.27% | 1,429 | 49 | 3.6% | $1.04万 | 重新持有 |
| MUNI | PIMCO ETF TR | $29.92万 | 0.27% | 5,689 | 92 | 1.6% | $4,839 | 重新持有 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $28.88万 | 0.26% | 3,449 | -40 | -1.1% | -$3,350 | 重新持有 |
| GLDM | WORLD GOLD TR | $28.19万 | 0.25% | 3,549 | 3,549 | — | $28.19万 | 新建仓 |
| NFLX | NETFLIX INC. | $28.10万 | 0.25% | 3,935 | -40 | -1.0% | -$2,856 | 减仓 |
| MCK | MCKESSON CORP | $28.02万 | 0.25% | 371 | -20 | -5.1% | -$1.51万 | 减仓 |
| GDX | VANECK ETF TRUST | $27.93万 | 0.25% | 3,702 | 129 | 3.6% | $9,734 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.66万 | 0.25% | 913 | 913 | — | $27.66万 | 新建仓 |
| GOOG | ALPHABET INC | $26.64万 | 0.24% | 754 | -526 | -41.1% | -$18.59万 | 减仓 |
| GLD | SPDR GOLD TR | $26.27万 | 0.23% | 713 | -715 | -50.1% | -$26.34万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.75万 | 0.23% | 1,182 | 11 | 0.9% | $2,396 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $23.72万 | 0.21% | 8,562 | 8,562 | — | $23.72万 | 新建仓 |
| AVGO | BROADCOM INC | $23.69万 | 0.21% | 627 | 627 | — | $23.69万 | 新建仓 |
| DIS | DISNEY WALT CO | $23.02万 | 0.20% | 2,392 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.09万 | 0.20% | 785 | -26 | -3.2% | -$7,315 | 重新持有 |
| IVES | WEDBUSH SER TR | $22.07万 | 0.20% | 5,792 | 5,792 | — | $22.07万 | 新建仓 |
| CSCO | CISCO SYS INC | $21.63万 | 0.19% | 1,842 | 1,842 | — | $21.63万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $20.38万 | 0.18% | 770 | -38 | -4.7% | -$1.01万 | 重新持有 |
| GDXJ | VANECK ETF TRUST | $20.21万 | 0.18% | 2,057 | 94 | 4.8% | $9,236 | 加仓 |
| ET | ENERGY TRANSFER L P | $19.12万 | 0.17% | 10,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,480 | -100.0% | -$10.63亿 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -418,685 | -100.0% | -$1,498.30万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -38,298 | -100.0% | -$1,123.09万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | -45,012 | -100.0% | -$683.02万 | 清仓 |
| DCRE | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -143,543 | -100.0% | -$442.87万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -60,648 | -100.0% | -$435.09万 | 清仓 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | -52,844 | -100.0% | -$266.44万 | 清仓 |