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 |
|---|---|---|---|---|---|---|---|---|
| HYGV | FLEXSHARES TR | $28.41万 | 0.24% | 7,091 | -354 | -4.8% | -$1.42万 | 减仓 |
| PLD | PROLOGIS INC | $27.12万 | 0.23% | 2,052 | 185 | 9.9% | $2.45万 | 加仓 |
| JNK | SPDR SERIES TRUST | $26.04万 | 0.22% | 2,720 | 2,720 | — | $26.04万 | 新建仓 |
| CSX | CSX CORP | $26.00万 | 0.22% | 6,334 | -441 | -6.5% | -$1.81万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $24.95万 | 0.21% | 3,233 | 370 | 12.9% | $2.86万 | 加仓 |
| USB | US BANCORP | $24.94万 | 0.21% | 4,795 | 561 | 13.2% | $2.92万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $24.80万 | 0.21% | 722 | -31 | -4.1% | -$1.06万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $24.62万 | 0.21% | 5,298 | 137 | 2.7% | $6,365 | 加仓 |
| MCD | MCDONALDS CORP | $24.10万 | 0.20% | 776 | 13 | 1.7% | $4,038 | 加仓 |
| CWB | SPDR SERIES TRUST | $23.00万 | 0.19% | 2,513 | 2,513 | — | $23.00万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $22.80万 | 0.19% | 7,955 | 7,955 | — | $22.80万 | 新建仓 |
| CMI | CUMMINS INC | $22.76万 | 0.19% | 423 | 423 | — | $22.76万 | 新建仓 |
| IJH | ISHARES TR | $22.66万 | 0.19% | 3,355 | -31 | -0.9% | -$2,093 | 减仓 |
| VTI | VANGUARD INDEX FDS | $22.26万 | 0.19% | 694 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $21.72万 | 0.18% | 359 | 359 | — | $21.72万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.66万 | 0.18% | 256 | -5 | -1.9% | -$4,230 | 减仓 |
| D | DOMINION ENERGY INC | $21.63万 | 0.18% | 3,499 | -156 | -4.3% | -$9,644 | 减仓 |
| PFE | PFIZER INC | $21.56万 | 0.18% | 7,678 | -1,778 | -18.8% | -$4.99万 | 减仓 |
| QCOM | QUALCOMM INC | $21.25万 | 0.18% | 1,650 | -915 | -35.7% | -$11.78万 | 减仓 |
| DAL | DELTA AIR LINES INC | $20.50万 | 0.17% | 3,083 | 3,083 | — | $20.50万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $20.39万 | 0.17% | 874 | -100 | -10.3% | -$2.33万 | 减仓 |
| 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 |