Landing Point Financial Group, LLC
AVON OH · SEC CIK 0002025964
$2.06亿2026Q1 申报市值
93持仓数
71.2%前十大占比 · 第一大 20.3%
12 / 1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
IVV 加仓+$239.99万
ISHARES ENHANCED 新建仓+$145.39万
CLOA 加仓+$141.49万
TFLO 新建仓+$110.77万
FDVV 加仓+$78.40万
2026Q1 卖出最多 按季末市值估算
SGOV 减仓-$83.11万
NVDA 减仓-$46.39万
ANNX 清仓-$17.52万
AKRE 减仓-$11.02万
IBHG 减仓-$9.67万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $4,183.08万 | 20.30% | 64,039 | 3,674 | 6.1% | $239.99万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $2,740.77万 | 13.30% | 496,157 | 14,193 | 2.9% | $78.40万 | 加仓 |
| CLOA | ISHARES AAA CLO ACTIVE ETF | $1,545.99万 | 7.50% | 298,253 | 27,297 | 10.1% | $141.49万 | 加仓 |
| ICSH | ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF | $1,514.19万 | 7.35% | 299,130 | -555 | -0.2% | -$2.81万 | 减仓 |
| AAPL | APPLE INC COM | $1,115.08万 | 5.41% | 43,937 | 175 | 0.4% | $4.44万 | 加仓 |
| FESM | FIDELITY ENHANCED SMALL CAP ETF | $1,022.83万 | 4.96% | 269,165 | 10,377 | 4.0% | $39.43万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $733.55万 | 3.56% | 98,661 | 6,682 | 7.3% | $49.68万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $729.63万 | 3.54% | 12,210 | -36 | -0.3% | -$2.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $562.85万 | 2.73% | 32,274 | -2,660 | -7.6% | -$46.39万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $533.19万 | 2.59% | 93,888 | 5,234 | 5.9% | $29.72万 | 加仓 |
| USIG | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF | $372.64万 | 1.81% | 72,739 | -491 | -0.7% | -$2.52万 | 减仓 |
| AMZN | AMAZON COM INC COM | $241.94万 | 1.17% | 11,617 | 387 | 3.4% | $8.06万 | 加仓 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $209.77万 | 1.02% | 21,131 | 405 | 2.0% | $4.02万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $205.61万 | 1.00% | 30,447 | 1,545 | 5.3% | $10.43万 | 加仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $192.16万 | 0.93% | 49,450 | 1,638 | 3.4% | $6.37万 | 加仓 |
| ACWI | ISHARES MSCI ACWI ETF | $187.99万 | 0.91% | 13,586 | 606 | 4.7% | $8.39万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $187.97万 | 0.91% | 5,078 | 92 | 1.8% | $3.41万 | 加仓 |
| IBHF | ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF | $169.07万 | 0.82% | 73,667 | -3,356 | -4.4% | -$7.70万 | 减仓 |
| — | ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF | $145.39万 | 0.71% | 14,615 | 14,615 | — | $145.39万 | 新建仓 |
| — | EXXON MOBIL CORP COM | $143.47万 | 0.70% | 8,456 | -550 | -6.1% | -$9.33万 | 减仓 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $140.88万 | 0.68% | 5,662 | 732 | 14.8% | $18.21万 | 加仓 |
| V | VISA INC COM CL A | $137.09万 | 0.67% | 4,536 | 1 | 0.0% | $302 | 加仓 |
| IAU | ISHARES GOLD TRUST | $128.22万 | 0.62% | 14,544 | 635 | 4.6% | $5.60万 | 加仓 |
| DFIC | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $117.27万 | 0.57% | 33,006 | 809 | 2.5% | $2.87万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $113.83万 | 0.55% | 1,668 | -20 | -1.2% | -$1.36万 | 减仓 |
| BOXX | ALPHA ARCHITECT 1-3 MONTH BOX ETF | $112.73万 | 0.55% | 9,694 | 106 | 1.1% | $1.23万 | 加仓 |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | $110.77万 | 0.54% | 21,878 | 21,878 | — | $110.77万 | 新建仓 |
| — | DIMENSIONAL US HIGH PROFITABILITY ETF | $103.63万 | 0.50% | 28,191 | 585 | 2.1% | $2.15万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $103.50万 | 0.50% | 3,599 | 37 | 1.0% | $1.06万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $99.60万 | 0.48% | 3,472 | -10 | -0.3% | -$2,869 | 减仓 |
| META | META PLATFORMS INC CL A | $91.04万 | 0.44% | 1,591 | 9 | 0.6% | $5,150 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $88.83万 | 0.43% | 1,366 | -24 | -1.7% | -$1.56万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $87.61万 | 0.43% | 9,678 | 1,313 | 15.7% | $11.89万 | 加仓 |
| QCOM | QUALCOMM INC COM | $80.65万 | 0.39% | 6,263 | 119 | 1.9% | $1.53万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $78.77万 | 0.38% | 1,577 | 2 | 0.1% | $999 | 加仓 |
| CSX | CSX CORP COM | $78.05万 | 0.38% | 19,012 | 35 | 0.2% | $1,437 | 加仓 |
| DFEV | DIMENSIONAL EMERGING MARKETS VALUE ETF | $76.35万 | 0.37% | 21,337 | 1,193 | 5.9% | $4.27万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $68.04万 | 0.33% | 14,915 | 14,915 | — | $68.04万 | 新建仓 |
| FLOT | ISHARES FLOATING RATE BOND ETF | $66.96万 | 0.32% | 13,142 | 13,142 | — | $66.96万 | 新建仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $63.29万 | 0.31% | 5,091 | 86 | 1.7% | $1.07万 | 加仓 |
| URI | UNITED RENTALS INC COM | $61.59万 | 0.30% | 845 | 1 | 0.1% | $729 | 加仓 |
| TSLA | TESLA INC COM | $61.32万 | 0.30% | 1,649 | 57 | 3.6% | $2.12万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $59.34万 | 0.29% | 19,785 | 2,207 | 12.6% | $6.62万 | 加仓 |
| LLY | ELI LILLY & CO COM | $57.72万 | 0.28% | 628 | -17 | -2.6% | -$1.56万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $56.62万 | 0.27% | 5,006 | 1,826 | 57.4% | $20.65万 | 加仓 |
| AKRE | AKRE FOCUS ETF | $53.52万 | 0.26% | 10,126 | -2,085 | -17.1% | -$11.02万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $52.82万 | 0.26% | 1,952 | -45 | -2.3% | -$1.22万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $51.87万 | 0.25% | 4,695 | 30 | 0.6% | $3,314 | 加仓 |
| FDX | FEDEX CORP COM | $51.15万 | 0.25% | 1,436 | -156 | -9.8% | -$5.56万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $50.97万 | 0.25% | 1,590 | 1 | 0.1% | $321 | 加仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $50.07万 | 0.24% | 4,975 | -8,257 | -62.4% | -$83.11万 | 减仓 |
| HD | HOME DEPOT INC COM | $49.06万 | 0.24% | 1,492 | -2 | -0.1% | -$658 | 减仓 |
| PH | PARKER-HANNIFIN CORP COM | $48.10万 | 0.23% | 537 | 41 | 8.3% | $3.67万 | 加仓 |
| NFLX | NETFLIX INC. COM | $46.63万 | 0.23% | 4,850 | -70 | -1.4% | -$6,731 | 减仓 |
| AMAT | APPLIED MATLS INC COM | $45.80万 | 0.22% | 1,340 | 0 | 0.0% | — | 不变 |
| DIHP | DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | $44.28万 | 0.21% | 13,742 | 255 | 1.9% | $8,216 | 加仓 |
| — | APELLIS PHARMACEUTICALS INC COM | $43.27万 | 0.21% | 10,755 | 10,755 | — | $43.27万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $40.71万 | 0.20% | 481 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $40.38万 | 0.20% | 1,518 | -6 | -0.4% | -$1,596 | 减仓 |
| ETN | EATON CORP PLC SHS | $39.60万 | 0.19% | 1,107 | 66 | 6.3% | $2.36万 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $38.41万 | 0.19% | 665 | 91 | 15.9% | $5.26万 | 加仓 |
| CORO | ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF | $38.22万 | 0.19% | 11,888 | 11,888 | — | $38.22万 | 新建仓 |
| IBHG | ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF | $36.39万 | 0.18% | 16,442 | -4,369 | -21.0% | -$9.67万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $36.16万 | 0.18% | 6,215 | 6,215 | — | $36.16万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW COM | $35.88万 | 0.17% | 42,460 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC COM | $34.86万 | 0.17% | 3,262 | 1 | 0.0% | $107 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $33.71万 | 0.16% | 1,379 | -29 | -2.1% | -$7,089 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $32.97万 | 0.16% | 1,121 | 5 | 0.4% | $1,471 | 加仓 |
| WFC | WELLS FARGO & CO COM | $32.89万 | 0.16% | 4,131 | 1 | 0.0% | $80 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $32.53万 | 0.16% | 1,599 | -72 | -4.3% | -$1.46万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $30.82万 | 0.15% | 4,670 | -269 | -5.4% | -$1.78万 | 减仓 |
| KO | COCA COLA CO COM | $30.32万 | 0.15% | 3,987 | 129 | 3.3% | $9,810 | 加仓 |
| LMT | LOCKHEED MARTIN CORP COM | $28.58万 | 0.14% | 473 | -5 | -1.0% | -$3,021 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $28.50万 | 0.14% | 1,020 | -75 | -6.8% | -$2.10万 | 减仓 |
| MCD | MCDONALDS CORP COM | $27.64万 | 0.13% | 889 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP COM | $27.55万 | 0.13% | 1,873 | -50 | -2.6% | -$7,356 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $26.91万 | 0.13% | 1,293 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $26.75万 | 0.13% | 8,721 | 8,721 | — | $26.75万 | 新建仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $25.91万 | 0.13% | 10,471 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $25.89万 | 0.13% | 766 | -27 | -3.4% | -$9,124 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $24.90万 | 0.12% | 1,256 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO COM | $24.18万 | 0.12% | 1,215 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $23.85万 | 0.12% | 1,652 | 3 | 0.2% | $433 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $23.82万 | 0.12% | 497 | -44 | -8.1% | -$2.11万 | 减仓 |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $23.34万 | 0.11% | 2,445 | 2,445 | — | $23.34万 | 新建仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $23.30万 | 0.11% | 940 | 2 | 0.2% | $496 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $23.12万 | 0.11% | 232 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $23.04万 | 0.11% | 975 | -79 | -7.5% | -$1.87万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | $21.43万 | 0.10% | 2,720 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC COM | $21.14万 | 0.10% | 4,211 | 4,211 | — | $21.14万 | 新建仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $20.52万 | 0.10% | 2,419 | 2,419 | — | $20.52万 | 新建仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS INC COM | $17.69万 | 0.09% | 19,000 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC COM | $16.10万 | 0.08% | 19,217 | 19,217 | — | $16.10万 | 新建仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANNX | ANNEXON INC COM | $0 | 0.00% | 0 | -34,900 | -100.0% | -$17.52万 | 清仓 |