WealthPoint Financial, LLC
CRAMERTON NC · SEC CIK 0002040860
$1.37亿2026Q2 申报市值
126持仓数
35.9%前十大占比 · 第一大 9.6%
10 / 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
SPYM 加仓+$539.86万
IUSB 加仓+$227.45万
IALT 新建仓+$139.36万
GGOV 新建仓+$110.23万
TFC 新建仓+$72.11万
2026Q2 卖出最多 按季末市值估算
QUAL 清仓-$198.58万
EFV 清仓-$177.24万
EXXON MOBIL CORP 清仓-$137.27万
IAGG 清仓-$119.17万
AVEM 减仓-$78.88万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,321.84万 | 9.64% | 150,414 | 61,432 | 69.0% | $539.86万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $520.32万 | 3.79% | 76,506 | 1,531 | 2.0% | $10.41万 | 加仓 |
| IVW | ISHARES TR | $503.77万 | 3.67% | 36,630 | 1,998 | 5.8% | $27.48万 | 加仓 |
| IVE | ISHARES TR | $469.13万 | 3.42% | 20,661 | -2,460 | -10.6% | -$55.86万 | 减仓 |
| IUSB | ISHARES TR | $465.50万 | 3.39% | 100,866 | 49,285 | 95.5% | $227.45万 | 加仓 |
| ACWX | ISHARES TR | $366.60万 | 2.67% | 48,167 | 9,419 | 24.3% | $71.69万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $340.54万 | 2.48% | 93,045 | 5,114 | 5.8% | $18.72万 | 加仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $339.71万 | 2.48% | 4,549 | 556 | 13.9% | $41.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $299.91万 | 2.19% | 88,625 | 6,823 | 8.3% | $23.09万 | 加仓 |
| EPS | WISDOMTREE TR | $295.80万 | 2.16% | 38,025 | 619 | 1.7% | $4.82万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $295.42万 | 2.15% | 127,721 | 7,119 | 5.9% | $16.47万 | 加仓 |
| AGGY | WISDOMTREE TR | $294.83万 | 2.15% | 67,808 | 164 | 0.2% | $7,131 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $282.59万 | 2.06% | 53,602 | -7,871 | -12.8% | -$41.50万 | 减仓 |
| DGRW | WISDOMTREE TR | $264.62万 | 1.93% | 27,675 | -90 | -0.3% | -$8,606 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $227.66万 | 1.66% | 14,093 | -2,970 | -17.4% | -$47.98万 | 减仓 |
| AAPL | APPLE INC | $219.15万 | 1.60% | 7,573 | 1,138 | 17.7% | $32.93万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $214.78万 | 1.57% | 7,625 | 1,265 | 19.9% | $35.63万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $213.23万 | 1.55% | 32,875 | 3,518 | 12.0% | $22.82万 | 加仓 |
| — | WISDOMTREE TR | $194.10万 | 1.42% | 43,951 | 1,881 | 4.5% | $8.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $193.88万 | 1.41% | 9,690 | 113 | 1.2% | $2.26万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $189.65万 | 1.38% | 37,652 | 2,831 | 8.1% | $14.26万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $180.84万 | 1.32% | 35,888 | -4,361 | -10.8% | -$21.98万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $174.40万 | 1.27% | 38,263 | -16,864 | -30.6% | -$76.87万 | 减仓 |
| MSFT | MICROSOFT CORP | $166.87万 | 1.22% | 4,473 | 552 | 14.1% | $20.59万 | 加仓 |
| MBB | ISHARES TR | $163.34万 | 1.19% | 17,281 | 1,390 | 8.7% | $13.14万 | 加仓 |
| SHLD | GLOBAL X FDS | $161.46万 | 1.18% | 27,041 | 6,822 | 33.7% | $40.73万 | 加仓 |
| WTV | WISDOMTREE TR | $155.33万 | 1.13% | 15,270 | 400 | 2.7% | $4.07万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $153.71万 | 1.12% | 15,930 | -8,175 | -33.9% | -$78.88万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $153.18万 | 1.12% | 29,583 | 3,867 | 15.0% | $20.02万 | 加仓 |
| GOVT | ISHARES TR | $151.30万 | 1.10% | 66,416 | 6,108 | 10.1% | $13.91万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $149.73万 | 1.09% | 34,733 | -15,783 | -31.2% | -$68.04万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $146.73万 | 1.07% | 112,782 | -9,661 | -7.9% | -$12.57万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $139.36万 | 1.02% | 49,683 | 49,683 | — | $139.36万 | 新建仓 |
| TLH | ISHARES TR | $123.43万 | 0.90% | 12,300 | 798 | 6.9% | $8.01万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $117.15万 | 0.85% | 44,661 | 7,812 | 21.2% | $20.49万 | 加仓 |
| GOOGL | ALPHABET INC | $112.00万 | 0.82% | 3,134 | 127 | 4.2% | $4.54万 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $110.23万 | 0.80% | 21,919 | 21,919 | — | $110.23万 | 新建仓 |
| EMHC | SPDR SERIES TRUST | $92.24万 | 0.67% | 36,257 | 3,916 | 12.1% | $9.96万 | 加仓 |
| USMF | WISDOMTREE TR | $90.72万 | 0.66% | 16,724 | -3,542 | -17.5% | -$19.21万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $80.11万 | 0.58% | 6,328 | -182 | -2.8% | -$2.30万 | 减仓 |
| AVGO | BROADCOM INC | $79.99万 | 0.58% | 2,118 | 224 | 11.8% | $8.46万 | 加仓 |
| QGRW | WISDOMTREE TR | $75.41万 | 0.55% | 11,421 | 1,972 | 20.9% | $13.02万 | 加仓 |
| JNK | SPDR SERIES TRUST | $75.28万 | 0.55% | 7,812 | 5,092 | 187.2% | $49.07万 | 加仓 |
| — | WISDOMTREE TR | $73.22万 | 0.53% | 15,152 | 605 | 4.2% | $2.92万 | 加仓 |
| TFC | TRUIST FINL CORP | $72.11万 | 0.53% | 14,474 | 14,474 | — | $72.11万 | 新建仓 |
| SRLN | SSGA ACTIVE ETF TR | $70.68万 | 0.52% | 17,544 | 2,192 | 14.3% | $8.83万 | 加仓 |
| MTUM | ISHARES TR | $67.47万 | 0.49% | 1,968 | -27 | -1.4% | -$9,256 | 减仓 |
| — | SSGA ACTIVE TR | $67.12万 | 0.49% | 20,859 | 2,674 | 14.7% | $8.60万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $66.83万 | 0.49% | 2,042 | -174 | -7.9% | -$5.69万 | 减仓 |
| CERY | SPDR SERIES TRUST | $66.32万 | 0.48% | 19,838 | 1,663 | 9.1% | $5.56万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $64.68万 | 0.47% | 11,215 | 99 | 0.9% | $5,709 | 加仓 |
| GII | SPDR INDEX SHS FDS | $62.17万 | 0.45% | 8,211 | 917 | 12.6% | $6.94万 | 加仓 |
| CSCO | CISCO SYS INC | $61.76万 | 0.45% | 5,258 | -1,310 | -19.9% | -$15.39万 | 减仓 |
| META | META PLATFORMS INC | $61.02万 | 0.44% | 1,083 | -112 | -9.4% | -$6.31万 | 减仓 |
| PH | PARKERHANNIFIN CORP | $60.86万 | 0.44% | 622 | 10 | 1.6% | $9,784 | 加仓 |
| FISR | SSGA ACTIVE TR | $59.66万 | 0.43% | 23,259 | -13,150 | -36.1% | -$33.73万 | 减仓 |
| DGRS | WISDOMTREE TR | $59.18万 | 0.43% | 9,970 | 167 | 1.7% | $9,912 | 加仓 |
| GLD | SPDR GOLD TR | $56.99万 | 0.42% | 1,547 | 181 | 13.3% | $6.67万 | 加仓 |
| CAT | CATERPILLAR INC | $55.41万 | 0.40% | 520 | -258 | -33.2% | -$27.49万 | 减仓 |
| DON | WISDOMTREE TR | $55.19万 | 0.40% | 9,765 | 220 | 2.3% | $1.24万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $53.67万 | 0.39% | 22,897 | 3,558 | 18.4% | $8.34万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $53.12万 | 0.39% | 2,091 | 144 | 7.4% | $3.66万 | 加仓 |
| COP | CONOCOPHILLIPS | $52.28万 | 0.38% | 5,029 | 364 | 7.8% | $3.78万 | 加仓 |
| WMT | WALMART INC | $51.87万 | 0.38% | 4,579 | 280 | 6.5% | $3.17万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $51.81万 | 0.38% | 7,669 | 744 | 10.7% | $5.03万 | 加仓 |
| QHY | WISDOMTREE TR | $51.45万 | 0.38% | 11,231 | 432 | 4.0% | $1.98万 | 加仓 |
| GLDM | WORLD GOLD TR | $50.15万 | 0.37% | 6,315 | 1,063 | 20.2% | $8.44万 | 加仓 |
| ABBV | ABBVIE INC | $50.15万 | 0.37% | 1,993 | 80 | 4.2% | $2.01万 | 加仓 |
| EBND | SPDR SERIES TRUST | $49.06万 | 0.36% | 23,453 | 3,147 | 15.5% | $6.58万 | 加仓 |
| AMZN | AMAZON COM INC | $48.29万 | 0.35% | 2,026 | 24 | 1.2% | $5,720 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $46.65万 | 0.34% | 2,579 | 92 | 3.7% | $1.66万 | 加仓 |
| IQDF | FLEXSHARES TR | $45.89万 | 0.33% | 13,279 | -284 | -2.1% | -$9,815 | 减仓 |
| QDF | FLEXSHARES TR | $44.81万 | 0.33% | 4,983 | -66 | -1.3% | -$5,935 | 减仓 |
| RWR | SPDR SERIES TRUST | $43.88万 | 0.32% | 3,884 | 499 | 14.7% | $5.64万 | 加仓 |
| HD | HOME DEPOT INC | $42.75万 | 0.31% | 1,212 | -36 | -2.9% | -$1.27万 | 减仓 |
| PG | PROCTER GAMBLE CO | $41.60万 | 0.30% | 2,837 | -144 | -4.8% | -$2.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.18万 | 0.30% | 12,987 | 861 | 7.1% | $2.73万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $41.09万 | 0.30% | 8,941 | 1,009 | 12.7% | $4.64万 | 加仓 |
| USFR | WISDOMTREE TR | $40.56万 | 0.30% | 8,056 | 272 | 3.5% | $1.37万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $39.33万 | 0.29% | 8,987 | 824 | 10.1% | $3.61万 | 加仓 |
| PSK | SPDR SERIES TRUST | $38.17万 | 0.28% | 12,504 | 2,032 | 19.4% | $6.20万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $38.11万 | 0.28% | 2,636 | -28 | -1.1% | -$4,048 | 减仓 |
| TSLA | TESLA INC | $36.93万 | 0.27% | 878 | 86 | 10.9% | $3.62万 | 加仓 |
| BAC | BANK OF AMER CORP | $36.88万 | 0.27% | 6,472 | -173 | -2.6% | -$9,857 | 减仓 |
| BLK | BLACKROCK INC | $36.76万 | 0.27% | 382 | 21 | 5.8% | $2.02万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $36.46万 | 0.27% | 3,378 | -69 | -2.0% | -$7,446 | 减仓 |
| MET | METLIFE INC | $35.69万 | 0.26% | 4,218 | -165 | -3.8% | -$1.40万 | 减仓 |
| MRK | MERCK CO INC | $34.70万 | 0.25% | 2,700 | -101 | -3.6% | -$1.30万 | 减仓 |
| DDWM | WISDOMTREE TR | $34.51万 | 0.25% | 7,474 | 334 | 4.7% | $1.54万 | 加仓 |
| T | ATT INC | $34.17万 | 0.25% | 16,508 | 1,636 | 11.0% | $3.39万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $34.00万 | 0.25% | 7,126 | 810 | 12.8% | $3.86万 | 加仓 |
| WFC | WELLS FARGO CO | $33.81万 | 0.25% | 4,092 | 160 | 4.1% | $1.32万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.50万 | 0.24% | 1,156 | -51 | -4.2% | -$1.43万 | 减仓 |
| KO | COCA COLA CO | $32.41万 | 0.24% | 3,988 | 25 | 0.6% | $2,032 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $32.19万 | 0.23% | 10,068 | 1,072 | 11.9% | $3.43万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $31.87万 | 0.23% | 12,488 | -2,867 | -18.7% | -$7.32万 | 减仓 |
| SO | SOUTHERN CO | $31.60万 | 0.23% | 3,302 | 24 | 0.7% | $2,297 | 加仓 |
| CMI | CUMMINS INC | $30.17万 | 0.22% | 423 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $29.64万 | 0.22% | 2,749 | 236 | 9.4% | $2.54万 | 加仓 |
| SPLB | SPDR SERIES TRUST | $28.99万 | 0.21% | 12,943 | -920 | -6.6% | -$2.06万 | 减仓 |