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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $28.96万 | 0.21% | 6,092 | -242 | -3.8% | -$1.15万 | 减仓 |
| DAL | DELTA AIR LINES INC | $28.81万 | 0.21% | 3,076 | -7 | -0.2% | -$656 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $28.51万 | 0.21% | 5,058 | -240 | -4.5% | -$1.35万 | 减仓 |
| HYGV | FLEXSHARES TR | $28.42万 | 0.21% | 7,059 | -32 | -0.5% | -$1,288 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $28.02万 | 0.20% | 6,619 | 390 | 6.3% | $1.65万 | 加仓 |
| PLD | PROLOGIS INC | $27.95万 | 0.20% | 2,063 | 11 | 0.5% | $1,490 | 加仓 |
| QCOM | QUALCOMM INC | $27.92万 | 0.20% | 1,511 | -139 | -8.4% | -$2.57万 | 减仓 |
| USB | US BANCORP | $27.85万 | 0.20% | 4,610 | -185 | -3.9% | -$1.12万 | 减仓 |
| D | DOMINION ENERGY INC | $27.21万 | 0.20% | 3,984 | 485 | 13.9% | $3.31万 | 加仓 |
| IJH | ISHARES TR | $26.52万 | 0.19% | 3,439 | 84 | 2.5% | $6,477 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $26.48万 | 0.19% | 748 | 26 | 3.6% | $9,205 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.40万 | 0.19% | 261 | 5 | 2.0% | $5,057 | 加仓 |
| LLY | ELI LILLY CO | $26.17万 | 0.19% | 218 | 25 | 13.0% | $3.00万 | 重新持有 |
| SPTI | SPDR SERIES TRUST | $25.78万 | 0.19% | 9,082 | 1,127 | 14.2% | $3.20万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $25.68万 | 0.19% | 694 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $25.59万 | 0.19% | 3,337 | 104 | 3.2% | $7,977 | 加仓 |
| — | WISDOMTREE TR | $24.27万 | 0.18% | 8,455 | 8,455 | — | $24.27万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $22.87万 | 0.17% | 530 | 530 | — | $22.87万 | 新建仓 |
| APH | AMPHENOL CORP | $22.09万 | 0.16% | 1,253 | 1,253 | — | $22.09万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.64万 | 0.16% | 801 | 25 | 3.2% | $6,755 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $21.36万 | 0.16% | 1,369 | 1,369 | — | $21.36万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $21.30万 | 0.16% | 865 | 865 | — | $21.30万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $20.65万 | 0.15% | 870 | -4 | -0.5% | -$949 | 减仓 |
| C | CITIGROUP INC | $20.13万 | 0.15% | 1,438 | 1,438 | — | $20.13万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $20.10万 | 0.15% | 3,841 | -13,429 | -77.8% | -$70.29万 | 减仓 |
| TXN | TEXAS INSTRS INC | $20.03万 | 0.15% | 672 | 672 | — | $20.03万 | 新建仓 |
| 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 |