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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,104.83万 | 2.91% | 72,741 | -644 | -0.9% | -$18.63万 | 减仓 |
| AVGO | BROADCOM INC | $1,324.32万 | 1.83% | 35,058 | -341 | -1.0% | -$12.88万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,282.13万 | 1.77% | 39,169 | 25 | 0.1% | $8,183 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,276.06万 | 1.77% | 213,638 | -5,942 | -2.7% | -$35.49万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,144.82万 | 1.58% | 130,434 | -189 | -0.1% | -$1.66万 | 减仓 |
| AMGN | AMGEN INC | $1,127.78万 | 1.56% | 31,144 | 176 | 0.6% | $6.37万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,087.37万 | 1.50% | 269,885 | 3,070 | 1.2% | $12.37万 | 加仓 |
| PFF | ISHARES TR | $1,057.52万 | 1.46% | 346,842 | 6,999 | 2.1% | $21.34万 | 加仓 |
| AMZN | AMAZON COM INC | $1,034.42万 | 1.43% | 43,401 | -74 | -0.2% | -$1.76万 | 减仓 |
| CSCO | CISCO SYS INC | $994.57万 | 1.38% | 84,673 | -197 | -0.2% | -$2.31万 | 减仓 |
| KO | COCA COLA CO | $990.16万 | 1.37% | 121,836 | 329 | 0.3% | $2.67万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $976.89万 | 1.35% | 10,123 | -166 | -1.6% | -$16.02万 | 减仓 |
| TIP | ISHARES TR | $968.47万 | 1.34% | 88,501 | 273 | 0.3% | $2.99万 | 加仓 |
| GOOGL | ALPHABET INC | $917.01万 | 1.27% | 25,660 | -1,271 | -4.7% | -$45.42万 | 减仓 |
| CVS | CVS HEALTH CORP | $914.08万 | 1.26% | 88,359 | 190 | 0.2% | $1.97万 | 加仓 |
| IAU | ISHARES GOLD TR | $906.41万 | 1.25% | 120,038 | 2,223 | 1.9% | $16.79万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $892.74万 | 1.24% | 220,840 | 5,106 | 2.4% | $20.64万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $888.55万 | 1.23% | 132,146 | 4,859 | 3.8% | $32.67万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $867.37万 | 1.20% | 219,753 | 8,170 | 3.9% | $32.25万 | 加仓 |
| MRK | MERCK & CO INC | $863.59万 | 1.19% | 67,206 | 537 | 0.8% | $6.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $852.75万 | 1.18% | 22,861 | -130 | -0.6% | -$4.85万 | 减仓 |
| PSX | PHILLIPS 66 | $822.63万 | 1.14% | 48,662 | 47 | 0.1% | $7,945 | 加仓 |
| QCOM | QUALCOMM INC | $789.68万 | 1.09% | 42,734 | 190 | 0.4% | $3.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $760.64万 | 1.05% | 29,950 | 193 | 0.6% | $4.90万 | 加仓 |
| CVX | CHEVRON CORPORATION | $746.69万 | 1.03% | 45,046 | 364 | 0.8% | $6.03万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $746.14万 | 1.03% | 61,446 | 23 | 0.0% | $2,793 | 加仓 |
| PG | PROCTER & GAMBLE CO | $728.55万 | 1.01% | 49,683 | 58 | 0.1% | $8,505 | 加仓 |
| WMT | WALMART INC | $724.46万 | 1.00% | 63,964 | 529 | 0.8% | $5.99万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $719.95万 | 1.00% | 340,722 | 21,532 | 6.7% | $45.50万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $712.91万 | 0.99% | 13,993 | 155 | 1.1% | $7.90万 | 加仓 |
| — | WEBSTER FINL CORP | $712.49万 | 0.99% | 93,233 | -171 | -0.2% | -$1.31万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $689.37万 | 0.95% | 215,632 | 435 | 0.2% | $1.39万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $671.10万 | 0.93% | 33,451 | 454 | 1.4% | $9.11万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.61万 | 0.91% | 155,789 | 1,652 | 1.1% | $6.99万 | 加仓 |
| PEP | PEPSICO INC | $656.22万 | 0.91% | 48,466 | 242 | 0.5% | $3.28万 | 加仓 |
| D | DOMINION ENERGY INC | $653.58万 | 0.90% | 95,706 | 1,190 | 1.3% | $8.13万 | 加仓 |
| FE | FIRSTENERGY CORP | $644.20万 | 0.89% | 135,507 | 1,869 | 1.4% | $8.89万 | 加仓 |
| EIX | EDISON INTL | $624.49万 | 0.86% | 83,881 | 98 | 0.1% | $7,296 | 加仓 |
| MCD | MCDONALDS CORP | $622.82万 | 0.86% | 23,041 | 389 | 1.7% | $10.52万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $614.05万 | 0.85% | 108,932 | 537 | 0.5% | $3.03万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $604.94万 | 0.84% | 5,241 | -110 | -2.1% | -$12.70万 | 减仓 |
| UL | UNILEVER PLC | $588.88万 | 0.81% | 97,951 | 722 | 0.7% | $4.34万 | 加仓 |
| MDT | MEDTRONIC PLC | $580.38万 | 0.80% | 74,189 | 1,052 | 1.4% | $8.23万 | 加仓 |
| T | AT&T INC | $579.86万 | 0.80% | 280,127 | 2,890 | 1.0% | $5.98万 | 加仓 |
| GSK | GSK PLC | $575.11万 | 0.80% | 109,711 | 862 | 0.8% | $4.52万 | 加仓 |
| MET | METLIFE INC | $574.68万 | 0.80% | 67,921 | 443 | 0.7% | $3.75万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $571.51万 | 0.79% | 45,150 | 324 | 0.7% | $4.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $571.06万 | 0.79% | 28,540 | -475 | -1.6% | -$9.50万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $566.07万 | 0.78% | 67,923 | 346 | 0.5% | $2.88万 | 加仓 |
| CCI | CROWN CASTLE INC | $546.83万 | 0.76% | 72,208 | 812 | 1.1% | $6.15万 | 加仓 |
| ABBV | ABBVIE INC | $545.30万 | 0.75% | 21,670 | -216 | -1.0% | -$5.44万 | 减仓 |
| META | META PLATFORMS INC | $541.44万 | 0.75% | 9,612 | -23 | -0.2% | -$1.30万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $533.16万 | 0.74% | 9,178 | -239 | -2.5% | -$13.88万 | 减仓 |
| IEF | ISHARES TR | $519.52万 | 0.72% | 54,935 | 2,982 | 5.7% | $28.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $504.02万 | 0.70% | 21,301 | 1,346 | 6.7% | $31.85万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $498.18万 | 0.69% | 45,384 | 679 | 1.5% | $7.45万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $491.34万 | 0.68% | 10,288 | 6 | 0.1% | $2,865 | 加仓 |
| PFE | PFIZER INC | $484.10万 | 0.67% | 201,036 | 2,790 | 1.4% | $6.72万 | 加仓 |
| PSA | PUBLIC STORAGE | $469.36万 | 0.65% | 14,745 | 157 | 1.1% | $5.00万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $448.59万 | 0.62% | 41,729 | 750 | 1.8% | $8.06万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $446.66万 | 0.62% | 58,863 | 2,673 | 4.8% | $20.28万 | 加仓 |
| AMAT | APPLIED MATLS INC | $437.07万 | 0.60% | 6,045 | -110 | -1.8% | -$7.95万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $420.64万 | 0.58% | 87,305 | -647 | -0.7% | -$3.12万 | 减仓 |
| TJX | TJX COS INC NEW | $393.46万 | 0.54% | 25,971 | -161 | -0.6% | -$2.44万 | 减仓 |
| LLY | ELI LILLY & CO | $388.66万 | 0.54% | 3,240 | -53 | -1.6% | -$6.36万 | 减仓 |
| BX | BLACKSTONE INC | $376.78万 | 0.52% | 32,020 | 341 | 1.1% | $4.01万 | 加仓 |
| QQQ | INVESCO QQQ TR | $372.05万 | 0.51% | 5,052 | 165 | 3.4% | $12.15万 | 加仓 |
| DE | DEERE & CO | $369.60万 | 0.51% | 5,827 | 74 | 1.3% | $4.69万 | 加仓 |
| TMUS | T-MOBILE US INC | $366.83万 | 0.51% | 21,870 | -447 | -2.0% | -$7.50万 | 减仓 |
| GOOG | ALPHABET INC | $362.63万 | 0.50% | 10,263 | -344 | -3.2% | -$12.15万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $353.20万 | 0.49% | 61,245 | 3,916 | 6.8% | $22.58万 | 加仓 |
| SBUX | STARBUCKS CORP | $340.48万 | 0.47% | 33,318 | 546 | 1.7% | $5.58万 | 加仓 |
| TSLA | TESLA INC | $339.30万 | 0.47% | 8,067 | -545 | -6.3% | -$22.92万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $330.44万 | 0.46% | 4,330 | -428 | -9.0% | -$32.66万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $329.14万 | 0.46% | 45,613 | 621 | 1.4% | $4.48万 | 加仓 |
| IVW | ISHARES TR | $327.32万 | 0.45% | 23,800 | 573 | 2.5% | $7.88万 | 加仓 |
| OSK | OSHKOSH CORP | $326.11万 | 0.45% | 21,248 | 506 | 2.4% | $7.77万 | 加仓 |
| SDY | SPDR SERIES TRUST | $313.99万 | 0.43% | 20,633 | -52 | -0.3% | -$7,913 | 减仓 |
| RTX | RTX CORPORATION | $312.54万 | 0.43% | 16,473 | 334 | 2.1% | $6.34万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $310.56万 | 0.43% | 14,652 | 26 | 0.2% | $5,511 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $309.71万 | 0.43% | 9,082 | -33 | -0.4% | -$1.13万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $306.66万 | 0.42% | 53,019 | 185 | 0.4% | $1.07万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $293.45万 | 0.41% | 3,000 | -67 | -2.2% | -$6.55万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $291.18万 | 0.40% | 23,047 | -174 | -0.7% | -$2.20万 | 减仓 |
| VO | VANGUARD INDEX FDS | $289.38万 | 0.40% | 35,917 | 957 | 2.7% | $7.71万 | 加仓 |
| VLO | VALERO ENERGY CORP | $287.98万 | 0.40% | 11,058 | -161 | -1.4% | -$4.19万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $273.33万 | 0.38% | 5,565 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $262.06万 | 0.36% | 53,628 | -3,968 | -6.9% | -$19.39万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $258.09万 | 0.36% | 51,218 | 1,496 | 3.0% | $7.54万 | 加仓 |
| PLD | PROLOGIS INC. | $251.51万 | 0.35% | 18,566 | -672 | -3.5% | -$9.10万 | 减仓 |
| V | VISA INC | $249.23万 | 0.34% | 7,264 | -102 | -1.4% | -$3.50万 | 减仓 |
| NFLX | NETFLIX INC. | $246.45万 | 0.34% | 34,517 | -94 | -0.3% | -$6,712 | 减仓 |
| LOW | LOWES COS INC | $244.36万 | 0.34% | 11,083 | 67 | 0.6% | $1.48万 | 加仓 |
| WMB | WILLIAMS COS INC | $229.03万 | 0.32% | 30,809 | -1,331 | -4.1% | -$9.89万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $228.97万 | 0.32% | 9,978 | -68 | -0.7% | -$1.56万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $222.85万 | 0.31% | 29,662 | 112 | 0.4% | $8,415 | 加仓 |
| GEV | GE VERNOVA INC | $215.91万 | 0.30% | 1,838 | -102 | -5.3% | -$11.98万 | 减仓 |
| RBRK | RUBRIK INC. | $215.24万 | 0.30% | 26,811 | 1,140 | 4.4% | $9.15万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $215.12万 | 0.30% | 14,150 | 136 | 1.0% | $2.07万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $210.91万 | 0.29% | 6,235 | 58 | 0.9% | $1.96万 | 加仓 |