13F 机构持仓

WealthPoint Financial, LLC

CRAMERTON NC · SEC CIK 0002040860

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 9.6%
DYNF 3.8%
IVW 3.7%
IVE 3.4%
IUSB 3.4%
ACWX 2.7%
CORO 2.5%
SPY 2.5%
SCHG 2.2%
EPS 2.2%

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
QUAL ISHARES TR $00.00%0 -10,353-100.0% -$198.58万 清仓
EFV ISHARES TR $00.00%0 -23,839-100.0% -$177.24万 清仓
— EXXON MOBIL CORP $00.00%0 -8,091-100.0% -$137.27万 清仓
IAGG ISHARES TR $00.00%0 -23,814-100.0% -$119.17万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -359-100.0% -$21.72万 清仓
PFE PFIZER INC $00.00%0 -7,678-100.0% -$21.56万 清仓
TXN TEXAS INSTRS INC $20.03万0.15%672 672— $20.03万 新建仓
BINC BLACKROCK ETF TRUST II $20.10万0.15%3,841 -13,429-77.8% -$70.29万 减仓
C CITIGROUP INC $20.13万0.15%1,438 1,438— $20.13万 新建仓
FERG FERGUSON ENTERPRISES INC $20.65万0.15%870 -4-0.5% -$949 减仓
PNC PNC FINL SVCS GROUP INC $21.30万0.16%865 865— $21.30万 新建仓
LAMR LAMAR ADVERTISING CO $21.36万0.16%1,369 1,369— $21.36万 新建仓
MCD MCDONALDS CORP $21.64万0.16%801 253.2% $6,755 加仓
APH AMPHENOL CORP $22.09万0.16%1,253 1,253— $22.09万 新建仓
DELL DELL TECHNOLOGIES INC $22.87万0.17%530 530— $22.87万 新建仓
— WISDOMTREE TR $24.27万0.18%8,455 8,455— $24.27万 新建仓
BIV VANGUARD BD INDEX FDS $25.59万0.19%3,337 1043.2% $7,977 加仓
VTI VANGUARD INDEX FDS $25.68万0.19%694 00.0% — 不变
SPTI SPDR SERIES TRUST $25.78万0.19%9,082 1,12714.2% $3.20万 加仓
LLY ELI LILLY CO $26.17万0.19%218 2513.0% $3.00万 重新持有
GS GOLDMAN SACHS GROUP INC $26.40万0.19%261 52.0% $5,057 加仓
GD GENERAL DYNAMICS CORP $26.48万0.19%748 263.6% $9,205 加仓
IJH ISHARES TR $26.52万0.19%3,439 842.5% $6,477 加仓
D DOMINION ENERGY INC $27.21万0.20%3,984 48513.9% $3.31万 加仓
USB US BANCORP $27.85万0.20%4,610 -185-3.9% -$1.12万 减仓
QCOM QUALCOMM INC $27.92万0.20%1,511 -139-8.4% -$2.57万 减仓
PLD PROLOGIS INC $27.95万0.20%2,063 110.5% $1,490 加仓
VZ VERIZON COMMUNICATIONS INC $28.02万0.20%6,619 3906.3% $1.65万 加仓
HYGV FLEXSHARES TR $28.42万0.21%7,059 -32-0.5% -$1,288 减仓
FITB FIFTH THIRD BANCORP $28.51万0.21%5,058 -240-4.5% -$1.35万 减仓
DAL DELTA AIR LINES INC $28.81万0.21%3,076 -7-0.2% -$656 减仓
CSX CSX CORP $28.96万0.21%6,092 -242-3.8% -$1.15万 减仓
SPLB SPDR SERIES TRUST $28.99万0.21%12,943 -920-6.6% -$2.06万 减仓
CWB SPDR SERIES TRUST $29.64万0.22%2,749 2369.4% $2.54万 加仓
CMI CUMMINS INC $30.17万0.22%423 00.0% — 不变
SO SOUTHERN CO $31.60万0.23%3,302 240.7% $2,297 加仓
SPAB SPDR SERIES TRUST $31.87万0.23%12,488 -2,867-18.7% -$7.32万 减仓
KMI KINDER MORGAN INC DEL $32.19万0.23%10,068 1,07211.9% $3.43万 加仓
KO COCA COLA CO $32.41万0.24%3,988 250.6% $2,032 加仓
IBM INTERNATIONAL BUSINESS MACHS $32.50万0.24%1,156 -51-4.2% -$1.43万 减仓
WFC WELLS FARGO CO $33.81万0.25%4,092 1604.1% $1.32万 加仓
SPYD SPDR SERIES TRUST $34.00万0.25%7,126 81012.8% $3.86万 加仓
T ATT INC $34.17万0.25%16,508 1,63611.0% $3.39万 加仓
DDWM WISDOMTREE TR $34.51万0.25%7,474 3344.7% $1.54万 加仓
MRK MERCK CO INC $34.70万0.25%2,700 -101-3.6% -$1.30万 减仓
MET METLIFE INC $35.69万0.26%4,218 -165-3.8% -$1.40万 减仓
PRU PRUDENTIAL FINL INC $36.46万0.27%3,378 -69-2.0% -$7,446 减仓
BLK BLACKROCK INC $36.76万0.27%382 215.8% $2.02万 加仓
BAC BANK OF AMER CORP $36.88万0.27%6,472 -173-2.6% -$9,857 减仓
TSLA TESLA INC $36.93万0.27%878 8610.9% $3.62万 加仓
BNY BANK OF NY MELLON CORP $38.11万0.28%2,636 -28-1.1% -$4,048 减仓
PSK SPDR SERIES TRUST $38.17万0.28%12,504 2,03219.4% $6.20万 加仓
GWX SPDR INDEX SHS FDS $39.33万0.29%8,987 82410.1% $3.61万 加仓
USFR WISDOMTREE TR $40.56万0.30%8,056 2723.5% $1.37万 加仓
DWX SPDR INDEX SHS FDS $41.09万0.30%8,941 1,00912.7% $4.64万 加仓
SCHD SCHWAB STRATEGIC TR $41.18万0.30%12,987 8617.1% $2.73万 加仓
PG PROCTER GAMBLE CO $41.60万0.30%2,837 -144-4.8% -$2.11万 减仓
HD HOME DEPOT INC $42.75万0.31%1,212 -36-2.9% -$1.27万 减仓
RWR SPDR SERIES TRUST $43.88万0.32%3,884 49914.7% $5.64万 加仓
QDF FLEXSHARES TR $44.81万0.33%4,983 -66-1.3% -$5,935 减仓
IQDF FLEXSHARES TR $45.89万0.33%13,279 -284-2.1% -$9,815 减仓
PM PHILIP MORRIS INTL INC $46.65万0.34%2,579 923.7% $1.66万 加仓
AMZN AMAZON COM INC $48.29万0.35%2,026 241.2% $5,720 加仓
EBND SPDR SERIES TRUST $49.06万0.36%23,453 3,14715.5% $6.58万 加仓
ABBV ABBVIE INC $50.15万0.37%1,993 804.2% $2.01万 加仓
GLDM WORLD GOLD TR $50.15万0.37%6,315 1,06320.2% $8.44万 加仓
QHY WISDOMTREE TR $51.45万0.38%11,231 4324.0% $1.98万 加仓
SPMD SPDR SERIES TRUST $51.81万0.38%7,669 74410.7% $5.03万 加仓
WMT WALMART INC $51.87万0.38%4,579 2806.5% $3.17万 加仓
COP CONOCOPHILLIPS $52.28万0.38%5,029 3647.8% $3.78万 加仓
JNJ JOHNSON JOHNSON $53.12万0.39%2,091 1447.4% $3.66万 加仓
SPHY SPDR SERIES TRUST $53.67万0.39%22,897 3,55818.4% $8.34万 加仓
DON WISDOMTREE TR $55.19万0.40%9,765 2202.3% $1.24万 加仓
CAT CATERPILLAR INC $55.41万0.40%520 -258-33.2% -$27.49万 减仓
GLD SPDR GOLD TR $56.99万0.42%1,547 18113.3% $6.67万 加仓
DGRS WISDOMTREE TR $59.18万0.43%9,970 1671.7% $9,912 加仓
FISR SSGA ACTIVE TR $59.66万0.43%23,259 -13,150-36.1% -$33.73万 减仓
PH PARKERHANNIFIN CORP $60.86万0.44%622 101.6% $9,784 加仓
META META PLATFORMS INC $61.02万0.44%1,083 -112-9.4% -$6.31万 减仓
CSCO CISCO SYS INC $61.76万0.45%5,258 -1,310-19.9% -$15.39万 减仓
GII SPDR INDEX SHS FDS $62.17万0.45%8,211 91712.6% $6.94万 加仓
SPSM SPDR SERIES TRUST $64.68万0.47%11,215 990.9% $5,709 加仓
CERY SPDR SERIES TRUST $66.32万0.48%19,838 1,6639.1% $5.56万 加仓
JPM JPMORGAN CHASE CO $66.83万0.49%2,042 -174-7.9% -$5.69万 减仓
— SSGA ACTIVE TR $67.12万0.49%20,859 2,67414.7% $8.60万 加仓
MTUM ISHARES TR $67.47万0.49%1,968 -27-1.4% -$9,256 减仓
SRLN SSGA ACTIVE ETF TR $70.68万0.52%17,544 2,19214.3% $8.83万 加仓
TFC TRUIST FINL CORP $72.11万0.53%14,474 14,474— $72.11万 新建仓
— WISDOMTREE TR $73.22万0.53%15,152 6054.2% $2.92万 加仓
JNK SPDR SERIES TRUST $75.28万0.55%7,812 5,092187.2% $49.07万 加仓
QGRW WISDOMTREE TR $75.41万0.55%11,421 1,97220.9% $13.02万 加仓
AVGO BROADCOM INC $79.99万0.58%2,118 22411.8% $8.46万 加仓
DUK DUKE ENERGY CORP NEW $80.11万0.58%6,328 -182-2.8% -$2.30万 减仓
USMF WISDOMTREE TR $90.72万0.66%16,724 -3,542-17.5% -$19.21万 减仓
EMHC SPDR SERIES TRUST $92.24万0.67%36,257 3,91612.1% $9.96万 加仓
GGOV BLACKROCK ETF TRUST II $110.23万0.80%21,919 21,919— $110.23万 新建仓
GOOGL ALPHABET INC $112.00万0.82%3,134 1274.2% $4.54万 加仓
SPTL SPDR SERIES TRUST $117.15万0.85%44,661 7,81221.2% $20.49万 加仓
TLH ISHARES TR $123.43万0.90%12,300 7986.9% $8.01万 加仓
IALT BLACKROCK ETF TRUST $139.36万1.02%49,683 49,683— $139.36万 新建仓