Landing Point Financial Group, LLC
AVON OH · SEC CIK 0002025964
$2.94亿2026Q2 申报市值
99持仓数
62.4%前十大占比 · 第一大 16.1%
11 / 6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
FBND 加仓+$4,680.85万
DYNF 加仓+$1,800.46万
CORO 加仓+$1,611.67万
IVW 加仓+$1,101.18万
IEF 加仓+$1,080.93万
2026Q2 卖出最多 按季末市值估算
FDVV 减仓-$2,579.49万
CLOA 减仓-$1,275.74万
ICSH 减仓-$1,234.38万
IVV 减仓-$800.04万
EEM 减仓-$574.51万
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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES MSCI ACWI ETF | $0 | 0.00% | 0 | -13,586 | -100.0% | -$187.99万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -8,456 | -100.0% | -$143.47万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $0 | 0.00% | 0 | -19,785 | -100.0% | -$59.34万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $0 | 0.00% | 0 | -10,755 | -100.0% | -$43.27万 | 清仓 |
| ORCL | ORACLE CORP COM | $0 | 0.00% | 0 | -1,873 | -100.0% | -$27.55万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $0 | 0.00% | 0 | -4,211 | -100.0% | -$21.14万 | 清仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $20.45万 | 0.07% | 2,120 | -102 | -4.6% | -$9,839 | 重新持有 |
| IYY | ISHARES DOW JONES U.S. ETF | $20.91万 | 0.07% | 1,147 | 1,147 | — | $20.91万 | 新建仓 |
| LOW | LOWES COS INC COM | $21.51万 | 0.07% | 976 | 1 | 0.1% | $220 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $21.58万 | 0.07% | 2,419 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $21.71万 | 0.07% | 232 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC COM | $21.82万 | 0.07% | 18,217 | -1,000 | -5.2% | -$1.20万 | 减仓 |
| MCD | MCDONALDS CORP COM | $24.04万 | 0.08% | 889 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $24.17万 | 0.08% | 474 | 1 | 0.2% | $510 | 加仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $24.40万 | 0.08% | 812 | -128 | -13.6% | -$3.85万 | 减仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $24.61万 | 0.08% | 18,500 | -500 | -2.6% | -$6,650 | 减仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $24.73万 | 0.08% | 2,499 | -18,632 | -88.2% | -$184.41万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $24.85万 | 0.08% | 1,001 | -19 | -1.9% | -$4,717 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $24.87万 | 0.08% | 497 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $26.30万 | 0.09% | 1,215 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $26.74万 | 0.09% | 2,720 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $27.44万 | 0.09% | 1,256 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $28.02万 | 0.10% | 8,837 | 116 | 1.3% | $3,678 | 加仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $29.31万 | 0.10% | 3,034 | -6,644 | -68.7% | -$64.18万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $29.52万 | 0.10% | 10,655 | 184 | 1.8% | $5,097 | 加仓 |
| NFLX | NETFLIX INC. COM | $29.81万 | 0.10% | 4,175 | -675 | -13.9% | -$4.82万 | 减仓 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $31.17万 | 0.11% | 14,117 | -2,325 | -14.1% | -$5.13万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $32.19万 | 0.11% | 4,474 | -196 | -4.2% | -$1.41万 | 减仓 |
| KO | COCA COLA CO COM | $32.50万 | 0.11% | 3,999 | 12 | 0.3% | $975 | 加仓 |
| WFC | WELLS FARGO & CO COM | $33.77万 | 0.11% | 4,087 | -44 | -1.1% | -$3,636 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $34.48万 | 0.12% | 2,352 | 700 | 42.4% | $10.26万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $34.67万 | 0.12% | 1,365 | -14 | -1.0% | -$3,556 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $36.83万 | 0.13% | 1,125 | 4 | 0.4% | $1,310 | 加仓 |
| PPG | PPG INDS INC COM | $39.09万 | 0.13% | 3,223 | -39 | -1.2% | -$4,730 | 减仓 |
| AKRE | AKRE FOCUS ETF | $39.33万 | 0.13% | 7,394 | -2,732 | -27.0% | -$14.53万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $39.47万 | 0.13% | 42,035 | -425 | -1.0% | -$3,991 | 减仓 |
| FDX | FEDEX CORP COM | $42.32万 | 0.14% | 1,351 | -85 | -5.9% | -$2.66万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $42.77万 | 0.15% | 4,248 | -727 | -14.6% | -$7.32万 | 减仓 |
| NDSN | NORDSON CORP COM | $42.91万 | 0.15% | 1,422 | -96 | -6.3% | -$2.90万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $44.10万 | 0.15% | 1,791 | 498 | 38.5% | $12.26万 | 加仓 |
| ETN | EATON CORP PLC SHS | $47.19万 | 0.16% | 1,107 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC COM | $48.69万 | 0.17% | 481 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $48.75万 | 0.17% | 662 | -3 | -0.5% | -$2,209 | 减仓 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $49.03万 | 0.17% | 14,369 | 627 | 4.6% | $2.14万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $49.62万 | 0.17% | 507 | -30 | -5.6% | -$2.94万 | 减仓 |
| HD | HOME DEPOT INC COM | $52.31万 | 0.18% | 1,483 | -9 | -0.6% | -$3,175 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $54.32万 | 0.18% | 16,318 | 16,318 | — | $54.32万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $54.80万 | 0.19% | 1,592 | 2 | 0.1% | $688 | 加仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $56.11万 | 0.19% | 10,991 | -2,151 | -16.4% | -$10.98万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $58.46万 | 0.20% | 3,942 | -1,149 | -22.6% | -$17.04万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $58.61万 | 0.20% | 4,698 | 3 | 0.1% | $374 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $60.69万 | 0.21% | 11,832 | -60,907 | -83.7% | -$312.40万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $63.78万 | 0.22% | 2,194 | -3,468 | -61.3% | -$100.81万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $67.77万 | 0.23% | 9,907 | -83,981 | -89.4% | -$574.51万 | 减仓 |
| TSLA | TESLA INC COM | $69.59万 | 0.24% | 1,654 | 5 | 0.3% | $2,104 | 加仓 |
| LLY | ELI LILLY & CO COM | $75.28万 | 0.26% | 628 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $78.75万 | 0.27% | 682 | -84 | -11.0% | -$9.70万 | 减仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $80.25万 | 0.27% | 6,592 | 6,592 | — | $80.25万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $80.55万 | 0.27% | 1,938 | -14 | -0.7% | -$5,819 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $81.05万 | 0.28% | 1,578 | 1 | 0.1% | $514 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $84.99万 | 0.29% | 1,669 | 1 | 0.1% | $509 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $87.08万 | 0.30% | 1,499 | -100 | -6.3% | -$5.81万 | 减仓 |
| CSX | CSX CORP COM | $87.61万 | 0.30% | 18,432 | -580 | -3.1% | -$2.76万 | 减仓 |
| META | META PLATFORMS INC CL A | $89.56万 | 0.30% | 1,590 | -1 | -0.1% | -$563 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $91.46万 | 0.31% | 1,265 | -75 | -5.6% | -$5.42万 | 减仓 |
| URI | UNITED RENTALS INC COM | $91.61万 | 0.31% | 809 | -36 | -4.3% | -$4.08万 | 减仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $93.92万 | 0.32% | 22,011 | 674 | 3.2% | $2.88万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $93.97万 | 0.32% | 18,561 | -3,317 | -15.2% | -$16.79万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $101.99万 | 0.35% | 1,366 | 0 | 0.0% | — | 不变 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $107.43万 | 0.37% | 9,175 | -519 | -5.4% | -$6.08万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $115.62万 | 0.39% | 8,456 | 8,456 | — | $115.62万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $115.77万 | 0.39% | 6,265 | 2 | 0.0% | $370 | 加仓 |
| — | ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF | $117.55万 | 0.40% | 11,800 | -2,815 | -19.3% | -$28.04万 | 减仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $123.03万 | 0.42% | 29,482 | 1,291 | 4.6% | $5.39万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $124.28万 | 0.42% | 3,517 | 45 | 1.3% | $1.59万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $129.91万 | 0.44% | 34,866 | 1,860 | 5.6% | $6.93万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $131.09万 | 0.45% | 3,668 | 69 | 1.9% | $2.47万 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $155.30万 | 0.53% | 68,567 | -5,100 | -6.9% | -$11.55万 | 减仓 |
| V | VISA INC COM CL A | $155.81万 | 0.53% | 4,541 | 5 | 0.1% | $1,716 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $159.56万 | 0.54% | 20,693 | -9,754 | -32.0% | -$75.21万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $174.25万 | 0.59% | 23,076 | 8,532 | 58.7% | $64.43万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $192.55万 | 0.65% | 5,162 | 84 | 1.7% | $3.13万 | 加仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $205.89万 | 0.70% | 16,548 | 16,548 | — | $205.89万 | 新建仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $247.28万 | 0.84% | 55,744 | 6,294 | 12.7% | $27.92万 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $272.49万 | 0.93% | 52,493 | -245,760 | -82.4% | -$1,275.74万 | 减仓 |
| AMZN | AMAZON COM INC COM | $277.33万 | 0.94% | 11,636 | 19 | 0.2% | $4,528 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $278.62万 | 0.95% | 55,085 | -244,045 | -81.6% | -$1,234.38万 | 减仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $411.85万 | 1.40% | 68,311 | -427,846 | -86.2% | -$2,579.49万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $450.05万 | 1.53% | 6,553 | -5,657 | -46.3% | -$388.51万 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $615.29万 | 2.09% | 80,378 | -18,283 | -18.5% | -$139.96万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $627.76万 | 2.13% | 31,374 | -900 | -2.8% | -$18.01万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $634.08万 | 2.16% | 121,147 | 121,147 | — | $634.08万 | 新建仓 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $705.10万 | 2.40% | 78,257 | 78,257 | — | $705.10万 | 新建仓 |
| FDEM | FIDELITY EMERGING MARKETS MULTIFACTOR ETF | $721.46万 | 2.45% | 198,585 | 198,585 | — | $721.46万 | 新建仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $730.26万 | 2.48% | 32,162 | 32,162 | — | $730.26万 | 新建仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $820.12万 | 2.79% | 190,240 | 190,240 | — | $820.12万 | 新建仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $872.04万 | 2.96% | 165,409 | 165,409 | — | $872.04万 | 新建仓 |
| FESM | FIDELITY ENHANCED SMALL CAP CORE ETF | $975.80万 | 3.32% | 202,070 | -67,095 | -24.9% | -$324.00万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $1,104.06万 | 3.75% | 116,745 | 114,300 | 4,674.8% | $1,080.93万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $1,170.03万 | 3.98% | 85,074 | 80,068 | 1,599.4% | $1,101.18万 | 加仓 |