WealthPoint Financial, LLC
CRAMERTON NC · SEC CIK 0002040860
$1.19亿2026Q1 申报市值
121持仓数
30.4%前十大占比 · 第一大 5.7%
12 / 7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
CORO 新建仓+$282.72万
ACWX 新建仓+$265.31万
SPYM 加仓+$160.39万
BLCR 新建仓+$142.97万
GOVT 新建仓+$138.17万
2026Q1 卖出最多 按季末市值估算
XLG 清仓-$410.45万
IEMG 清仓-$257.23万
EFV 减仓-$159.53万
GLDM 减仓-$100.93万
BPRE 减仓-$41.23万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $145.15万 | 1.21% | 3,921 | 388 | 11.0% | $14.36万 | 加仓 |
| MBB | ISHARES TR | $150.88万 | 1.26% | 15,891 | 679 | 4.5% | $6.45万 | 加仓 |
| AAPL | APPLE INC | $163.32万 | 1.37% | 6,435 | 315 | 5.1% | $7.99万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $167.03万 | 1.40% | 9,577 | 934 | 10.8% | $16.29万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $169.51万 | 1.42% | 29,357 | 4,305 | 17.2% | $24.86万 | 加仓 |
| EFV | ISHARES TR | $177.24万 | 1.48% | 23,839 | -21,457 | -47.4% | -$159.53万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $182.97万 | 1.53% | 50,516 | 1,723 | 3.5% | $6.24万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $183.74万 | 1.54% | 40,249 | 5,716 | 16.6% | $26.09万 | 加仓 |
| — | WISDOMTREE TR | $185.96万 | 1.56% | 42,070 | 3,384 | 8.7% | $14.96万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $191.29万 | 1.60% | 17,063 | 920 | 5.7% | $10.31万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $191.33万 | 1.60% | 6,360 | -830 | -11.5% | -$24.97万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $194.24万 | 1.63% | 24,105 | 2,827 | 13.3% | $22.78万 | 加仓 |
| QUAL | ISHARES TR | $198.58万 | 1.66% | 10,353 | 177 | 1.7% | $3.40万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $202.55万 | 1.70% | 61,473 | 2,543 | 4.3% | $8.38万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $203.38万 | 1.70% | 122,443 | -24,823 | -16.9% | -$41.23万 | 减仓 |
| IUSB | ISHARES TR | $238.25万 | 1.99% | 51,581 | 1,629 | 3.3% | $7.52万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $238.29万 | 1.99% | 81,802 | 8,046 | 10.9% | $23.44万 | 加仓 |
| DGRW | WISDOMTREE TR | $243.89万 | 2.04% | 27,765 | 1,292 | 4.9% | $11.35万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $252.81万 | 2.12% | 55,127 | 3,601 | 7.0% | $16.51万 | 加仓 |
| EPS | WISDOMTREE TR | $254.77万 | 2.13% | 37,406 | 2,715 | 7.8% | $18.49万 | 加仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $259.68万 | 2.17% | 3,993 | -30 | -0.7% | -$1.95万 | 减仓 |
| ACWX | ISHARES TR | $265.31万 | 2.22% | 38,748 | 38,748 | — | $265.31万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $280.04万 | 2.34% | 120,602 | 4,037 | 3.5% | $9.37万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $282.72万 | 2.37% | 87,931 | 87,931 | — | $282.72万 | 新建仓 |
| AGGY | WISDOMTREE TR | $293.92万 | 2.46% | 67,644 | 6,417 | 10.5% | $27.88万 | 加仓 |
| IVW | ISHARES TR | $391.72万 | 3.28% | 34,632 | 978 | 2.9% | $11.06万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $436.20万 | 3.65% | 74,975 | -5,333 | -6.6% | -$31.03万 | 减仓 |
| IVE | ISHARES TR | $488.20万 | 4.09% | 23,121 | 460 | 2.0% | $9.71万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $681.07万 | 5.70% | 88,982 | 20,955 | 30.8% | $160.39万 | 加仓 |