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 |
|---|---|---|---|---|---|---|---|---|
| BPRE | BLUEROCK PVT REAL ESTATE FD | $146.73万 | 1.07% | 112,782 | -9,661 | -7.9% | -$12.57万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $149.73万 | 1.09% | 34,733 | -15,783 | -31.2% | -$68.04万 | 减仓 |
| GOVT | ISHARES TR | $151.30万 | 1.10% | 66,416 | 6,108 | 10.1% | $13.91万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $153.18万 | 1.12% | 29,583 | 3,867 | 15.0% | $20.02万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $153.71万 | 1.12% | 15,930 | -8,175 | -33.9% | -$78.88万 | 减仓 |
| WTV | WISDOMTREE TR | $155.33万 | 1.13% | 15,270 | 400 | 2.7% | $4.07万 | 加仓 |
| SHLD | GLOBAL X FDS | $161.46万 | 1.18% | 27,041 | 6,822 | 33.7% | $40.73万 | 加仓 |
| MBB | ISHARES TR | $163.34万 | 1.19% | 17,281 | 1,390 | 8.7% | $13.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $166.87万 | 1.22% | 4,473 | 552 | 14.1% | $20.59万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $174.40万 | 1.27% | 38,263 | -16,864 | -30.6% | -$76.87万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $180.84万 | 1.32% | 35,888 | -4,361 | -10.8% | -$21.98万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $189.65万 | 1.38% | 37,652 | 2,831 | 8.1% | $14.26万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $193.88万 | 1.41% | 9,690 | 113 | 1.2% | $2.26万 | 加仓 |
| — | WISDOMTREE TR | $194.10万 | 1.42% | 43,951 | 1,881 | 4.5% | $8.31万 | 加仓 |
| XLSR | SSGA ACTIVE TR | $213.23万 | 1.55% | 32,875 | 3,518 | 12.0% | $22.82万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $214.78万 | 1.57% | 7,625 | 1,265 | 19.9% | $35.63万 | 加仓 |
| AAPL | APPLE INC | $219.15万 | 1.60% | 7,573 | 1,138 | 17.7% | $32.93万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $227.66万 | 1.66% | 14,093 | -2,970 | -17.4% | -$47.98万 | 减仓 |
| DGRW | WISDOMTREE TR | $264.62万 | 1.93% | 27,675 | -90 | -0.3% | -$8,606 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $282.59万 | 2.06% | 53,602 | -7,871 | -12.8% | -$41.50万 | 减仓 |
| AGGY | WISDOMTREE TR | $294.83万 | 2.15% | 67,808 | 164 | 0.2% | $7,131 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $295.42万 | 2.15% | 127,721 | 7,119 | 5.9% | $16.47万 | 加仓 |
| EPS | WISDOMTREE TR | $295.80万 | 2.16% | 38,025 | 619 | 1.7% | $4.82万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $299.91万 | 2.19% | 88,625 | 6,823 | 8.3% | $23.09万 | 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 |
| CORO | BLACKROCK ETF TRUST | $340.54万 | 2.48% | 93,045 | 5,114 | 5.8% | $18.72万 | 加仓 |
| ACWX | ISHARES TR | $366.60万 | 2.67% | 48,167 | 9,419 | 24.3% | $71.69万 | 加仓 |
| IUSB | ISHARES TR | $465.50万 | 3.39% | 100,866 | 49,285 | 95.5% | $227.45万 | 加仓 |
| IVE | ISHARES TR | $469.13万 | 3.42% | 20,661 | -2,460 | -10.6% | -$55.86万 | 减仓 |
| IVW | ISHARES TR | $503.77万 | 3.67% | 36,630 | 1,998 | 5.8% | $27.48万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $520.32万 | 3.79% | 76,506 | 1,531 | 2.0% | $10.41万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,321.84万 | 9.64% | 150,414 | 61,432 | 69.0% | $539.86万 | 加仓 |