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 |
|---|---|---|---|---|---|---|---|---|
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -69,239 | -100.0% | -$410.45万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -38,267 | -100.0% | -$257.23万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -3,252 | -100.0% | -$31.31万 | 清仓 |
| AJG | GALLAGHER ARTHUR J CO | $0 | 0.00% | 0 | -1,146 | -100.0% | -$29.66万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,665 | -100.0% | -$23.90万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -706 | -100.0% | -$23.31万 | 清仓 |
| BDX | BECTON DICKINSON CO | $0 | 0.00% | 0 | -1,136 | -100.0% | -$22.05万 | 清仓 |
| LLY | ELI LILLY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FERG | FERGUSON ENTERPRISES INC | $20.39万 | 0.17% | 874 | -100 | -10.3% | -$2.33万 | 减仓 |
| DAL | DELTA AIR LINES INC | $20.50万 | 0.17% | 3,083 | 3,083 | — | $20.50万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.25万 | 0.18% | 1,650 | -915 | -35.7% | -$11.78万 | 减仓 |
| PFE | PFIZER INC | $21.56万 | 0.18% | 7,678 | -1,778 | -18.8% | -$4.99万 | 减仓 |
| D | DOMINION ENERGY INC | $21.63万 | 0.18% | 3,499 | -156 | -4.3% | -$9,644 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.66万 | 0.18% | 256 | -5 | -1.9% | -$4,230 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $21.72万 | 0.18% | 359 | 359 | — | $21.72万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $22.26万 | 0.19% | 694 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $22.66万 | 0.19% | 3,355 | -31 | -0.9% | -$2,093 | 减仓 |
| CMI | CUMMINS INC | $22.76万 | 0.19% | 423 | 423 | — | $22.76万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $22.80万 | 0.19% | 7,955 | 7,955 | — | $22.80万 | 新建仓 |
| CWB | SPDR SERIES TRUST | $23.00万 | 0.19% | 2,513 | 2,513 | — | $23.00万 | 新建仓 |
| MCD | MCDONALDS CORP | $24.10万 | 0.20% | 776 | 13 | 1.7% | $4,038 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $24.62万 | 0.21% | 5,298 | 137 | 2.7% | $6,365 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.80万 | 0.21% | 722 | -31 | -4.1% | -$1.06万 | 减仓 |
| USB | US BANCORP | $24.94万 | 0.21% | 4,795 | 561 | 13.2% | $2.92万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $24.95万 | 0.21% | 3,233 | 370 | 12.9% | $2.86万 | 加仓 |
| CSX | CSX CORP | $26.00万 | 0.22% | 6,334 | -441 | -6.5% | -$1.81万 | 减仓 |
| JNK | SPDR SERIES TRUST | $26.04万 | 0.22% | 2,720 | 2,720 | — | $26.04万 | 新建仓 |
| PLD | PROLOGIS INC | $27.12万 | 0.23% | 2,052 | 185 | 9.9% | $2.45万 | 加仓 |
| HYGV | FLEXSHARES TR | $28.41万 | 0.24% | 7,091 | -354 | -4.8% | -$1.42万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $28.75万 | 0.24% | 6,316 | 1,099 | 21.1% | $5.00万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.25万 | 0.24% | 1,207 | 352 | 41.2% | $8.53万 | 加仓 |
| TSLA | TESLA INC | $29.44万 | 0.25% | 792 | 89 | 12.7% | $3.31万 | 加仓 |
| KO | COCA COLA CO | $30.14万 | 0.25% | 3,963 | -163 | -4.0% | -$1.24万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $30.16万 | 0.25% | 8,996 | 82 | 0.9% | $2,749 | 加仓 |
| SPLB | SPDR SERIES TRUST | $30.80万 | 0.26% | 13,863 | 13,863 | — | $30.80万 | 新建仓 |
| MET | METLIFE INC | $31.00万 | 0.26% | 4,383 | 37 | 0.9% | $2,617 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.27万 | 0.26% | 6,229 | -1,239 | -16.6% | -$6.22万 | 减仓 |
| WFC | WELLS FARGO CO | $31.31万 | 0.26% | 3,932 | 71 | 1.8% | $5,653 | 加仓 |
| DDWM | WISDOMTREE TR | $31.49万 | 0.26% | 7,140 | -35 | -0.5% | -$1,544 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.61万 | 0.26% | 2,664 | 840 | 46.1% | $9.97万 | 加仓 |
| SO | SOUTHERN CO | $31.64万 | 0.26% | 3,278 | 28 | 0.9% | $2,703 | 加仓 |
| PSK | SPDR SERIES TRUST | $32.30万 | 0.27% | 10,472 | 2,304 | 28.2% | $7.11万 | 加仓 |
| BAC | BANK AMERICA CORP | $32.39万 | 0.27% | 6,645 | -465 | -6.5% | -$2.27万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $33.67万 | 0.28% | 3,447 | -431 | -11.1% | -$4.21万 | 减仓 |
| MRK | MERCK CO INC | $33.69万 | 0.28% | 2,801 | -1,528 | -35.3% | -$18.38万 | 减仓 |
| RWR | SPDR SERIES TRUST | $34.18万 | 0.29% | 3,385 | 592 | 21.2% | $5.98万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $34.47万 | 0.29% | 8,163 | 1,064 | 15.0% | $4.49万 | 加仓 |
| BLK | BLACKROCK INC | $34.74万 | 0.29% | 361 | 22 | 6.5% | $2.12万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $36.17万 | 0.30% | 7,932 | 1,318 | 19.9% | $6.01万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.20万 | 0.31% | 12,126 | -3,603 | -22.9% | -$11.05万 | 减仓 |
| USFR | WISDOMTREE TR | $39.18万 | 0.33% | 7,784 | 607 | 8.5% | $3.06万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $39.34万 | 0.33% | 15,355 | 15,355 | — | $39.34万 | 新建仓 |
| QDF | FLEXSHARES TR | $39.93万 | 0.33% | 5,049 | 168 | 3.4% | $1.33万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.01万 | 0.34% | 6,925 | 1,031 | 17.5% | $6.11万 | 加仓 |
| HD | HOME DEPOT INC | $41.04万 | 0.34% | 1,248 | -59 | -4.5% | -$1.94万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $41.13万 | 0.34% | 2,487 | 557 | 28.9% | $9.21万 | 加仓 |
| ABBV | ABBVIE INC | $41.60万 | 0.35% | 1,913 | 5 | 0.3% | $1,087 | 加仓 |
| AMZN | AMAZON COM INC | $41.70万 | 0.35% | 2,002 | 26 | 1.3% | $5,415 | 加仓 |
| EBND | SPDR SERIES TRUST | $41.91万 | 0.35% | 20,306 | 4,041 | 24.8% | $8.34万 | 加仓 |
| IQDF | FLEXSHARES TR | $42.95万 | 0.36% | 13,563 | 133 | 1.0% | $4,212 | 加仓 |
| PG | PROCTER GAMBLE CO | $43.05万 | 0.36% | 2,981 | -759 | -20.3% | -$10.96万 | 减仓 |
| T | ATT INC | $43.11万 | 0.36% | 14,872 | 2,205 | 17.4% | $6.39万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $45.10万 | 0.38% | 19,339 | 4,090 | 26.8% | $9.54万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $47.60万 | 0.40% | 1,947 | -62 | -3.1% | -$1.52万 | 减仓 |
| MTUM | ISHARES TR | $47.88万 | 0.40% | 1,995 | 141 | 7.6% | $3.38万 | 加仓 |
| GLDM | WORLD GOLD TR | $48.68万 | 0.41% | 5,252 | -10,889 | -67.5% | -$100.93万 | 减仓 |
| QHY | WISDOMTREE TR | $49.18万 | 0.41% | 10,799 | 990 | 10.1% | $4.51万 | 加仓 |
| DON | WISDOMTREE TR | $50.15万 | 0.42% | 9,545 | 772 | 8.8% | $4.06万 | 加仓 |
| QGRW | WISDOMTREE TR | $50.48万 | 0.42% | 9,449 | 512 | 5.7% | $2.74万 | 加仓 |
| CSCO | CISCO SYS INC | $50.96万 | 0.43% | 6,568 | 1,617 | 32.7% | $12.55万 | 加仓 |
| DGRS | WISDOMTREE TR | $51.91万 | 0.43% | 9,803 | 611 | 6.6% | $3.24万 | 加仓 |
| WMT | WALMART INC | $53.43万 | 0.45% | 4,299 | 742 | 20.9% | $9.22万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $53.71万 | 0.45% | 11,116 | -1,245 | -10.1% | -$6.02万 | 减仓 |
| PH | PARKER HANNIFIN CORP | $54.80万 | 0.46% | 612 | 105 | 20.7% | $9.40万 | 加仓 |
| CAT | CATERPILLAR INC | $55.14万 | 0.46% | 778 | 145 | 22.9% | $10.28万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $55.45万 | 0.46% | 7,294 | 1,231 | 20.3% | $9.36万 | 加仓 |
| — | SSGA ACTIVE TR | $55.52万 | 0.46% | 18,185 | 3,228 | 21.6% | $9.85万 | 加仓 |
| AVGO | BROADCOM INC | $58.63万 | 0.49% | 1,894 | 474 | 33.4% | $14.67万 | 加仓 |
| GLD | SPDR GOLD TR | $58.78万 | 0.49% | 1,366 | -108 | -7.3% | -$4.65万 | 减仓 |
| COP | CONOCOPHILLIPS | $61.58万 | 0.52% | 4,665 | -1,310 | -21.9% | -$17.29万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $61.62万 | 0.52% | 15,352 | 3,231 | 26.7% | $12.97万 | 加仓 |
| CERY | SPDR SERIES TRUST | $64.05万 | 0.54% | 18,175 | 7,185 | 65.4% | $25.32万 | 加仓 |
| JPM | JPMORGAN CHASE CO | $65.20万 | 0.55% | 2,216 | -268 | -10.8% | -$7.89万 | 减仓 |
| META | META PLATFORMS INC | $68.38万 | 0.57% | 1,195 | -12 | -1.0% | -$6,867 | 减仓 |
| — | WISDOMTREE TR | $70.58万 | 0.59% | 14,547 | 1,233 | 9.3% | $5.98万 | 加仓 |
| EMHC | SPDR SERIES TRUST | $80.21万 | 0.67% | 32,341 | 6,989 | 27.6% | $17.33万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $85.24万 | 0.71% | 6,510 | -71 | -1.1% | -$9,296 | 减仓 |
| GOOGL | ALPHABET INC | $86.47万 | 0.72% | 3,007 | 490 | 19.5% | $14.09万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $89.68万 | 0.75% | 17,270 | -2,198 | -11.3% | -$11.41万 | 减仓 |
| FISR | SSGA ACTIVE TR | $93.64万 | 0.78% | 36,409 | 15,360 | 73.0% | $39.51万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $96.91万 | 0.81% | 36,849 | 4,523 | 14.0% | $11.90万 | 加仓 |
| USMF | WISDOMTREE TR | $100.07万 | 0.84% | 20,266 | 1,456 | 7.7% | $7.19万 | 加仓 |
| TLH | ISHARES TR | $115.84万 | 0.97% | 11,502 | 1,082 | 10.4% | $10.90万 | 加仓 |
| IAGG | ISHARES TR | $119.17万 | 1.00% | 23,814 | 1,681 | 7.6% | $8.41万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $120.63万 | 1.01% | 25,716 | 4,412 | 20.7% | $20.70万 | 加仓 |
| — | EXXON MOBIL CORP | $137.27万 | 1.15% | 8,091 | -364 | -4.3% | -$6.18万 | 减仓 |
| GOVT | ISHARES TR | $138.17万 | 1.16% | 60,308 | 60,308 | — | $138.17万 | 新建仓 |
| WTV | WISDOMTREE TR | $140.86万 | 1.18% | 14,870 | 752 | 5.3% | $7.12万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $142.97万 | 1.20% | 34,821 | 34,821 | — | $142.97万 | 新建仓 |
| SHLD | GLOBAL X FDS | $143.23万 | 1.20% | 20,219 | 7,217 | 55.5% | $51.13万 | 加仓 |