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 |
|---|---|---|---|---|---|---|---|---|
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -10,353 | -100.0% | -$198.58万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -23,839 | -100.0% | -$177.24万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -8,091 | -100.0% | -$137.27万 | 清仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -23,814 | -100.0% | -$119.17万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -359 | -100.0% | -$21.72万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 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 | 25 | 3.2% | $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 | 104 | 3.2% | $7,977 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.68万 | 0.19% | 694 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $25.78万 | 0.19% | 9,082 | 1,127 | 14.2% | $3.20万 | 加仓 |
| LLY | ELI LILLY CO | $26.17万 | 0.19% | 218 | 25 | 13.0% | $3.00万 | 重新持有 |
| GS | GOLDMAN SACHS GROUP INC | $26.40万 | 0.19% | 261 | 5 | 2.0% | $5,057 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $26.48万 | 0.19% | 748 | 26 | 3.6% | $9,205 | 加仓 |
| IJH | ISHARES TR | $26.52万 | 0.19% | 3,439 | 84 | 2.5% | $6,477 | 加仓 |
| D | DOMINION ENERGY INC | $27.21万 | 0.20% | 3,984 | 485 | 13.9% | $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 | 11 | 0.5% | $1,490 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.02万 | 0.20% | 6,619 | 390 | 6.3% | $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 | 236 | 9.4% | $2.54万 | 加仓 |
| CMI | CUMMINS INC | $30.17万 | 0.22% | 423 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $31.60万 | 0.23% | 3,302 | 24 | 0.7% | $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 | 1,072 | 11.9% | $3.43万 | 加仓 |
| KO | COCA COLA CO | $32.41万 | 0.24% | 3,988 | 25 | 0.6% | $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 | 160 | 4.1% | $1.32万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $34.00万 | 0.25% | 7,126 | 810 | 12.8% | $3.86万 | 加仓 |
| T | ATT INC | $34.17万 | 0.25% | 16,508 | 1,636 | 11.0% | $3.39万 | 加仓 |
| DDWM | WISDOMTREE TR | $34.51万 | 0.25% | 7,474 | 334 | 4.7% | $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 | 21 | 5.8% | $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 | 86 | 10.9% | $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 | 2,032 | 19.4% | $6.20万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $39.33万 | 0.29% | 8,987 | 824 | 10.1% | $3.61万 | 加仓 |
| USFR | WISDOMTREE TR | $40.56万 | 0.30% | 8,056 | 272 | 3.5% | $1.37万 | 加仓 |
| DWX | SPDR INDEX SHS FDS | $41.09万 | 0.30% | 8,941 | 1,009 | 12.7% | $4.64万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $41.18万 | 0.30% | 12,987 | 861 | 7.1% | $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 | 499 | 14.7% | $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 | 92 | 3.7% | $1.66万 | 加仓 |
| AMZN | AMAZON COM INC | $48.29万 | 0.35% | 2,026 | 24 | 1.2% | $5,720 | 加仓 |
| EBND | SPDR SERIES TRUST | $49.06万 | 0.36% | 23,453 | 3,147 | 15.5% | $6.58万 | 加仓 |
| ABBV | ABBVIE INC | $50.15万 | 0.37% | 1,993 | 80 | 4.2% | $2.01万 | 加仓 |
| GLDM | WORLD GOLD TR | $50.15万 | 0.37% | 6,315 | 1,063 | 20.2% | $8.44万 | 加仓 |
| QHY | WISDOMTREE TR | $51.45万 | 0.38% | 11,231 | 432 | 4.0% | $1.98万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $51.81万 | 0.38% | 7,669 | 744 | 10.7% | $5.03万 | 加仓 |
| WMT | WALMART INC | $51.87万 | 0.38% | 4,579 | 280 | 6.5% | $3.17万 | 加仓 |
| COP | CONOCOPHILLIPS | $52.28万 | 0.38% | 5,029 | 364 | 7.8% | $3.78万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $53.12万 | 0.39% | 2,091 | 144 | 7.4% | $3.66万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $53.67万 | 0.39% | 22,897 | 3,558 | 18.4% | $8.34万 | 加仓 |
| DON | WISDOMTREE TR | $55.19万 | 0.40% | 9,765 | 220 | 2.3% | $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 | 181 | 13.3% | $6.67万 | 加仓 |
| DGRS | WISDOMTREE TR | $59.18万 | 0.43% | 9,970 | 167 | 1.7% | $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 | 10 | 1.6% | $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 | 917 | 12.6% | $6.94万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $64.68万 | 0.47% | 11,215 | 99 | 0.9% | $5,709 | 加仓 |
| CERY | SPDR SERIES TRUST | $66.32万 | 0.48% | 19,838 | 1,663 | 9.1% | $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 | 2,674 | 14.7% | $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 | 2,192 | 14.3% | $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 | 605 | 4.2% | $2.92万 | 加仓 |
| JNK | SPDR SERIES TRUST | $75.28万 | 0.55% | 7,812 | 5,092 | 187.2% | $49.07万 | 加仓 |
| QGRW | WISDOMTREE TR | $75.41万 | 0.55% | 11,421 | 1,972 | 20.9% | $13.02万 | 加仓 |
| AVGO | BROADCOM INC | $79.99万 | 0.58% | 2,118 | 224 | 11.8% | $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 | 3,916 | 12.1% | $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 | 127 | 4.2% | $4.54万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $117.15万 | 0.85% | 44,661 | 7,812 | 21.2% | $20.49万 | 加仓 |
| TLH | ISHARES TR | $123.43万 | 0.90% | 12,300 | 798 | 6.9% | $8.01万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $139.36万 | 1.02% | 49,683 | 49,683 | — | $139.36万 | 新建仓 |