Stablepoint Partners, LLC
BRAINTREE MA · SEC CIK 0002011237
$7.23亿2026Q2 申报市值
260持仓数
17.2%前十大占比 · 第一大 2.9%
6 / 7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
INTC 新建仓+$58.69万
BSJT 加仓+$45.50万
NOW 加仓+$38.74万
VWOB 加仓+$32.67万
TOTL 加仓+$32.25万
2026Q2 卖出最多 按季末市值估算
SNOW 重新持有-$116.92万
GOOGL 减仓-$45.42万
HONEYWELL INTL I 清仓-$42.76万
SLV 减仓-$42.26万
MFIC 清仓-$38.75万
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 |
|---|---|---|---|---|---|---|---|---|
| ACHR | ARCHER AVIATION INC | $84.28万 | 0.12% | 178,188 | 531 | 0.3% | $2,512 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $85.30万 | 0.12% | 10,321 | 876 | 9.3% | $7.24万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $86.39万 | 0.12% | 7,021 | -311 | -4.2% | -$3.83万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $87.95万 | 0.12% | 9,120 | 383 | 4.4% | $3.69万 | 加仓 |
| SLV | ISHARES SILVER TR | $92.35万 | 0.13% | 17,271 | -7,903 | -31.4% | -$42.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $95.72万 | 0.13% | 2,410 | -50 | -2.0% | -$1.99万 | 减仓 |
| NDAQ | NASDAQ INC | $96.39万 | 0.13% | 12,229 | 420 | 3.6% | $3.31万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $96.84万 | 0.13% | 20,966 | -78 | -0.4% | -$3,603 | 减仓 |
| CRM | SALESFORCE INC | $102.29万 | 0.14% | 6,529 | -87 | -1.3% | -$1.36万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $104.79万 | 0.15% | 45,652 | -2,521 | -5.2% | -$5.79万 | 减仓 |
| CWB | SPDR SERIES TRUST | $108.59万 | 0.15% | 10,072 | 721 | 7.7% | $7.77万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $112.23万 | 0.16% | 6,832 | 67 | 1.0% | $1.10万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.11万 | 0.16% | 9,781 | -78 | -0.8% | -$9,100 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $115.38万 | 0.16% | 23,413 | 951 | 4.2% | $4.69万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $116.36万 | 0.16% | 12,611 | 163 | 1.3% | $1.50万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $117.04万 | 0.16% | 11,671 | 656 | 6.0% | $6.58万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $117.78万 | 0.16% | 8,468 | -27 | -0.3% | -$3,755 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $117.79万 | 0.16% | 2,354 | -258 | -9.9% | -$12.91万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $118.40万 | 0.16% | 11,713 | 51 | 0.4% | $5,155 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $118.61万 | 0.16% | 32,265 | 367 | 1.2% | $1.35万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $120.83万 | 0.17% | 49,216 | -269 | -0.5% | -$6,604 | 减仓 |
| SAP | SAP SE | $120.92万 | 0.17% | 7,847 | 145 | 1.9% | $2.23万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $123.29万 | 0.17% | 1,318 | -6 | -0.5% | -$5,613 | 减仓 |
| NVO | NOVO-NORDISK A S | $124.23万 | 0.17% | 25,914 | 664 | 2.6% | $3.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $124.70万 | 0.17% | 2,428 | -65 | -2.6% | -$3.34万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $126.07万 | 0.17% | 2,186 | -17 | -0.8% | -$9,804 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $126.27万 | 0.17% | 13,155 | 21 | 0.2% | $2,016 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $127.39万 | 0.18% | 5,139 | 210 | 4.3% | $5.21万 | 加仓 |
| BBY | BEST BUY INC | $133.31万 | 0.18% | 17,568 | 194 | 1.1% | $1.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $136.01万 | 0.19% | 7,518 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $136.76万 | 0.19% | 1,422 | -12 | -0.8% | -$1.15万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $138.39万 | 0.19% | 23,184 | 2,354 | 11.3% | $14.05万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $139.81万 | 0.19% | 9,564 | -278 | -2.8% | -$4.06万 | 减仓 |
| SNY | SANOFI SA | $142.66万 | 0.20% | 33,442 | 30 | 0.1% | $1,280 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $147.10万 | 0.20% | 5,231 | 30 | 0.6% | $8,436 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $154.09万 | 0.21% | 13,024 | -261 | -2.0% | -$3.09万 | 减仓 |
| EQT | EQT CORP | $154.41万 | 0.21% | 29,041 | -136 | -0.5% | -$7,231 | 减仓 |
| SLB | SLB LIMITED | $155.42万 | 0.22% | 33,431 | -23 | -0.1% | -$1,069 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $158.77万 | 0.22% | 7,309 | 206 | 2.9% | $4.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $160.74万 | 0.22% | 18,660 | 1,680 | 9.9% | $14.47万 | 加仓 |
| NOW | SERVICENOW INC | $161.85万 | 0.22% | 16,302 | 3,902 | 31.5% | $38.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $162.78万 | 0.23% | 9,582 | -58 | -0.6% | -$9,853 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $164.29万 | 0.23% | 3,754 | -47 | -1.2% | -$2.06万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $165.16万 | 0.23% | 22,161 | 28 | 0.1% | $2,087 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $167.50万 | 0.23% | 14,345 | 66 | 0.5% | $7,707 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $168.48万 | 0.23% | 4,893 | -48 | -1.0% | -$1.65万 | 减仓 |
| ET | ENERGY TRANSFER L P | $168.82万 | 0.23% | 88,296 | 2,870 | 3.4% | $5.49万 | 加仓 |
| MCK | MCKESSON CORP | $170.39万 | 0.24% | 2,255 | 17 | 0.8% | $1.28万 | 加仓 |
| HD | HOME DEPOT INC | $170.75万 | 0.24% | 4,842 | -19 | -0.4% | -$6,700 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $171.04万 | 0.24% | 8,852 | 85 | 1.0% | $1.64万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $173.75万 | 0.24% | 8,631 | -334 | -3.7% | -$6.72万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $175.16万 | 0.24% | 5,975 | 1 | 0.0% | $293 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $176.76万 | 0.24% | 19,950 | -204 | -1.0% | -$1.81万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $180.58万 | 0.25% | 7,962 | 46 | 0.6% | $1.04万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $180.65万 | 0.25% | 3,603 | -177 | -4.7% | -$8.87万 | 减仓 |
| SRE | SEMPRA | $182.58万 | 0.25% | 19,693 | -69 | -0.3% | -$6,397 | 减仓 |
| — | EXXON MOBIL CORP | $185.58万 | 0.26% | 13,574 | 55 | 0.4% | $7,520 | 加仓 |
| USB | US BANCORP | $190.19万 | 0.26% | 31,489 | 112 | 0.4% | $6,765 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $191.40万 | 0.26% | 4,813 | -368 | -7.1% | -$14.63万 | 减仓 |
| ORCL | ORACLE CORP | $194.58万 | 0.27% | 13,277 | 51 | 0.4% | $7,474 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $195.16万 | 0.27% | 23,311 | 135 | 0.6% | $1.13万 | 加仓 |
| CB | CHUBB LIMITED | $197.71万 | 0.27% | 5,802 | 28 | 0.5% | $9,541 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $198.18万 | 0.27% | 52,905 | 2,322 | 4.6% | $8.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $199.15万 | 0.28% | 21,947 | 364 | 1.7% | $3.30万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $202.17万 | 0.28% | 29,436 | 2,683 | 10.0% | $18.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $206.44万 | 0.29% | 4,967 | 16 | 0.3% | $6,650 | 加仓 |
| AZN | ASTRAZENECA PLC | $208.58万 | 0.29% | 11,000 | 258 | 2.4% | $4.89万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $210.91万 | 0.29% | 6,235 | 58 | 0.9% | $1.96万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $215.12万 | 0.30% | 14,150 | 136 | 1.0% | $2.07万 | 加仓 |
| RBRK | RUBRIK INC. | $215.24万 | 0.30% | 26,811 | 1,140 | 4.4% | $9.15万 | 加仓 |
| GEV | GE VERNOVA INC | $215.91万 | 0.30% | 1,838 | -102 | -5.3% | -$11.98万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $222.85万 | 0.31% | 29,662 | 112 | 0.4% | $8,415 | 加仓 |
| STLD | STEEL DYNAMICS INC | $228.97万 | 0.32% | 9,978 | -68 | -0.7% | -$1.56万 | 减仓 |
| WMB | WILLIAMS COS INC | $229.03万 | 0.32% | 30,809 | -1,331 | -4.1% | -$9.89万 | 减仓 |
| LOW | LOWES COS INC | $244.36万 | 0.34% | 11,083 | 67 | 0.6% | $1.48万 | 加仓 |
| NFLX | NETFLIX INC. | $246.45万 | 0.34% | 34,517 | -94 | -0.3% | -$6,712 | 减仓 |
| V | VISA INC | $249.23万 | 0.34% | 7,264 | -102 | -1.4% | -$3.50万 | 减仓 |
| PLD | PROLOGIS INC. | $251.51万 | 0.35% | 18,566 | -672 | -3.5% | -$9.10万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $258.09万 | 0.36% | 51,218 | 1,496 | 3.0% | $7.54万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $262.06万 | 0.36% | 53,628 | -3,968 | -6.9% | -$19.39万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $273.33万 | 0.38% | 5,565 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $287.98万 | 0.40% | 11,058 | -161 | -1.4% | -$4.19万 | 减仓 |
| VO | VANGUARD INDEX FDS | $289.38万 | 0.40% | 35,917 | 957 | 2.7% | $7.71万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $291.18万 | 0.40% | 23,047 | -174 | -0.7% | -$2.20万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $293.45万 | 0.41% | 3,000 | -67 | -2.2% | -$6.55万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $306.66万 | 0.42% | 53,019 | 185 | 0.4% | $1.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $309.71万 | 0.43% | 9,082 | -33 | -0.4% | -$1.13万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $310.56万 | 0.43% | 14,652 | 26 | 0.2% | $5,511 | 加仓 |
| RTX | RTX CORPORATION | $312.54万 | 0.43% | 16,473 | 334 | 2.1% | $6.34万 | 加仓 |
| SDY | SPDR SERIES TRUST | $313.99万 | 0.43% | 20,633 | -52 | -0.3% | -$7,913 | 减仓 |
| OSK | OSHKOSH CORP | $326.11万 | 0.45% | 21,248 | 506 | 2.4% | $7.77万 | 加仓 |
| IVW | ISHARES TR | $327.32万 | 0.45% | 23,800 | 573 | 2.5% | $7.88万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $329.14万 | 0.46% | 45,613 | 621 | 1.4% | $4.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $330.44万 | 0.46% | 4,330 | -428 | -9.0% | -$32.66万 | 减仓 |
| TSLA | TESLA INC | $339.30万 | 0.47% | 8,067 | -545 | -6.3% | -$22.92万 | 减仓 |
| SBUX | STARBUCKS CORP | $340.48万 | 0.47% | 33,318 | 546 | 1.7% | $5.58万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $353.20万 | 0.49% | 61,245 | 3,916 | 6.8% | $22.58万 | 加仓 |
| GOOG | ALPHABET INC | $362.63万 | 0.50% | 10,263 | -344 | -3.2% | -$12.15万 | 减仓 |
| TMUS | T-MOBILE US INC | $366.83万 | 0.51% | 21,870 | -447 | -2.0% | -$7.50万 | 减仓 |
| DE | DEERE & CO | $369.60万 | 0.51% | 5,827 | 74 | 1.3% | $4.69万 | 加仓 |