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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $681.07万 | 5.70% | 88,982 | 20,955 | 30.8% | $160.39万 | 加仓 |
| IVE | ISHARES TR | $488.20万 | 4.09% | 23,121 | 460 | 2.0% | $9.71万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $436.20万 | 3.65% | 74,975 | -5,333 | -6.6% | -$31.03万 | 减仓 |
| IVW | ISHARES TR | $391.72万 | 3.28% | 34,632 | 978 | 2.9% | $11.06万 | 加仓 |
| AGGY | WISDOMTREE TR | $293.92万 | 2.46% | 67,644 | 6,417 | 10.5% | $27.88万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $282.72万 | 2.37% | 87,931 | 87,931 | — | $282.72万 | 新建仓 |
| SCHZ | SCHWAB STRATEGIC TR | $280.04万 | 2.34% | 120,602 | 4,037 | 3.5% | $9.37万 | 加仓 |
| ACWX | ISHARES TR | $265.31万 | 2.22% | 38,748 | 38,748 | — | $265.31万 | 新建仓 |
| SPY | STATE STR SPDR SP 500 ETF T | $259.68万 | 2.17% | 3,993 | -30 | -0.7% | -$1.95万 | 减仓 |
| EPS | WISDOMTREE TR | $254.77万 | 2.13% | 37,406 | 2,715 | 7.8% | $18.49万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $252.81万 | 2.12% | 55,127 | 3,601 | 7.0% | $16.51万 | 加仓 |
| DGRW | WISDOMTREE TR | $243.89万 | 2.04% | 27,765 | 1,292 | 4.9% | $11.35万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $238.29万 | 1.99% | 81,802 | 8,046 | 10.9% | $23.44万 | 加仓 |
| IUSB | ISHARES TR | $238.25万 | 1.99% | 51,581 | 1,629 | 3.3% | $7.52万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $203.38万 | 1.70% | 122,443 | -24,823 | -16.9% | -$41.23万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $202.55万 | 1.70% | 61,473 | 2,543 | 4.3% | $8.38万 | 加仓 |
| QUAL | ISHARES TR | $198.58万 | 1.66% | 10,353 | 177 | 1.7% | $3.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $194.24万 | 1.63% | 24,105 | 2,827 | 13.3% | $22.78万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $191.33万 | 1.60% | 6,360 | -830 | -11.5% | -$24.97万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $191.29万 | 1.60% | 17,063 | 920 | 5.7% | $10.31万 | 加仓 |
| — | WISDOMTREE TR | $185.96万 | 1.56% | 42,070 | 3,384 | 8.7% | $14.96万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $183.74万 | 1.54% | 40,249 | 5,716 | 16.6% | $26.09万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $182.97万 | 1.53% | 50,516 | 1,723 | 3.5% | $6.24万 | 加仓 |
| EFV | ISHARES TR | $177.24万 | 1.48% | 23,839 | -21,457 | -47.4% | -$159.53万 | 减仓 |
| XLSR | SSGA ACTIVE TR | $169.51万 | 1.42% | 29,357 | 4,305 | 17.2% | $24.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $167.03万 | 1.40% | 9,577 | 934 | 10.8% | $16.29万 | 加仓 |
| AAPL | APPLE INC | $163.32万 | 1.37% | 6,435 | 315 | 5.1% | $7.99万 | 加仓 |
| MBB | ISHARES TR | $150.88万 | 1.26% | 15,891 | 679 | 4.5% | $6.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $145.15万 | 1.21% | 3,921 | 388 | 11.0% | $14.36万 | 加仓 |
| SHLD | GLOBAL X FDS | $143.23万 | 1.20% | 20,219 | 7,217 | 55.5% | $51.13万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $142.97万 | 1.20% | 34,821 | 34,821 | — | $142.97万 | 新建仓 |
| WTV | WISDOMTREE TR | $140.86万 | 1.18% | 14,870 | 752 | 5.3% | $7.12万 | 加仓 |
| GOVT | ISHARES TR | $138.17万 | 1.16% | 60,308 | 60,308 | — | $138.17万 | 新建仓 |
| — | EXXON MOBIL CORP | $137.27万 | 1.15% | 8,091 | -364 | -4.3% | -$6.18万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $120.63万 | 1.01% | 25,716 | 4,412 | 20.7% | $20.70万 | 加仓 |
| IAGG | ISHARES TR | $119.17万 | 1.00% | 23,814 | 1,681 | 7.6% | $8.41万 | 加仓 |
| TLH | ISHARES TR | $115.84万 | 0.97% | 11,502 | 1,082 | 10.4% | $10.90万 | 加仓 |
| USMF | WISDOMTREE TR | $100.07万 | 0.84% | 20,266 | 1,456 | 7.7% | $7.19万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $96.91万 | 0.81% | 36,849 | 4,523 | 14.0% | $11.90万 | 加仓 |
| FISR | SSGA ACTIVE TR | $93.64万 | 0.78% | 36,409 | 15,360 | 73.0% | $39.51万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $89.68万 | 0.75% | 17,270 | -2,198 | -11.3% | -$11.41万 | 减仓 |
| GOOGL | ALPHABET INC | $86.47万 | 0.72% | 3,007 | 490 | 19.5% | $14.09万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $85.24万 | 0.71% | 6,510 | -71 | -1.1% | -$9,296 | 减仓 |
| EMHC | SPDR SERIES TRUST | $80.21万 | 0.67% | 32,341 | 6,989 | 27.6% | $17.33万 | 加仓 |
| — | WISDOMTREE TR | $70.58万 | 0.59% | 14,547 | 1,233 | 9.3% | $5.98万 | 加仓 |
| META | META PLATFORMS INC | $68.38万 | 0.57% | 1,195 | -12 | -1.0% | -$6,867 | 减仓 |
| JPM | JPMORGAN CHASE CO | $65.20万 | 0.55% | 2,216 | -268 | -10.8% | -$7.89万 | 减仓 |
| CERY | SPDR SERIES TRUST | $64.05万 | 0.54% | 18,175 | 7,185 | 65.4% | $25.32万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $61.62万 | 0.52% | 15,352 | 3,231 | 26.7% | $12.97万 | 加仓 |
| COP | CONOCOPHILLIPS | $61.58万 | 0.52% | 4,665 | -1,310 | -21.9% | -$17.29万 | 减仓 |
| GLD | SPDR GOLD TR | $58.78万 | 0.49% | 1,366 | -108 | -7.3% | -$4.65万 | 减仓 |
| AVGO | BROADCOM INC | $58.63万 | 0.49% | 1,894 | 474 | 33.4% | $14.67万 | 加仓 |
| — | SSGA ACTIVE TR | $55.52万 | 0.46% | 18,185 | 3,228 | 21.6% | $9.85万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $55.45万 | 0.46% | 7,294 | 1,231 | 20.3% | $9.36万 | 加仓 |
| CAT | CATERPILLAR INC | $55.14万 | 0.46% | 778 | 145 | 22.9% | $10.28万 | 加仓 |
| PH | PARKER HANNIFIN CORP | $54.80万 | 0.46% | 612 | 105 | 20.7% | $9.40万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $53.71万 | 0.45% | 11,116 | -1,245 | -10.1% | -$6.02万 | 减仓 |
| WMT | WALMART INC | $53.43万 | 0.45% | 4,299 | 742 | 20.9% | $9.22万 | 加仓 |
| DGRS | WISDOMTREE TR | $51.91万 | 0.43% | 9,803 | 611 | 6.6% | $3.24万 | 加仓 |
| CSCO | CISCO SYS INC | $50.96万 | 0.43% | 6,568 | 1,617 | 32.7% | $12.55万 | 加仓 |
| QGRW | WISDOMTREE TR | $50.48万 | 0.42% | 9,449 | 512 | 5.7% | $2.74万 | 加仓 |
| DON | WISDOMTREE TR | $50.15万 | 0.42% | 9,545 | 772 | 8.8% | $4.06万 | 加仓 |
| QHY | WISDOMTREE TR | $49.18万 | 0.41% | 10,799 | 990 | 10.1% | $4.51万 | 加仓 |
| GLDM | WORLD GOLD TR | $48.68万 | 0.41% | 5,252 | -10,889 | -67.5% | -$100.93万 | 减仓 |
| MTUM | ISHARES TR | $47.88万 | 0.40% | 1,995 | 141 | 7.6% | $3.38万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $47.60万 | 0.40% | 1,947 | -62 | -3.1% | -$1.52万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $45.10万 | 0.38% | 19,339 | 4,090 | 26.8% | $9.54万 | 加仓 |
| T | ATT INC | $43.11万 | 0.36% | 14,872 | 2,205 | 17.4% | $6.39万 | 加仓 |
| PG | PROCTER GAMBLE CO | $43.05万 | 0.36% | 2,981 | -759 | -20.3% | -$10.96万 | 减仓 |
| IQDF | FLEXSHARES TR | $42.95万 | 0.36% | 13,563 | 133 | 1.0% | $4,212 | 加仓 |
| EBND | SPDR SERIES TRUST | $41.91万 | 0.35% | 20,306 | 4,041 | 24.8% | $8.34万 | 加仓 |
| AMZN | AMAZON COM INC | $41.70万 | 0.35% | 2,002 | 26 | 1.3% | $5,415 | 加仓 |
| ABBV | ABBVIE INC | $41.60万 | 0.35% | 1,913 | 5 | 0.3% | $1,087 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $41.13万 | 0.34% | 2,487 | 557 | 28.9% | $9.21万 | 加仓 |
| HD | HOME DEPOT INC | $41.04万 | 0.34% | 1,248 | -59 | -4.5% | -$1.94万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $41.01万 | 0.34% | 6,925 | 1,031 | 17.5% | $6.11万 | 加仓 |
| QDF | FLEXSHARES TR | $39.93万 | 0.33% | 5,049 | 168 | 3.4% | $1.33万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $39.34万 | 0.33% | 15,355 | 15,355 | — | $39.34万 | 新建仓 |
| USFR | WISDOMTREE TR | $39.18万 | 0.33% | 7,784 | 607 | 8.5% | $3.06万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $37.20万 | 0.31% | 12,126 | -3,603 | -22.9% | -$11.05万 | 减仓 |
| DWX | SPDR INDEX SHS FDS | $36.17万 | 0.30% | 7,932 | 1,318 | 19.9% | $6.01万 | 加仓 |
| BLK | BLACKROCK INC | $34.74万 | 0.29% | 361 | 22 | 6.5% | $2.12万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $34.47万 | 0.29% | 8,163 | 1,064 | 15.0% | $4.49万 | 加仓 |
| RWR | SPDR SERIES TRUST | $34.18万 | 0.29% | 3,385 | 592 | 21.2% | $5.98万 | 加仓 |
| MRK | MERCK CO INC | $33.69万 | 0.28% | 2,801 | -1,528 | -35.3% | -$18.38万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $33.67万 | 0.28% | 3,447 | -431 | -11.1% | -$4.21万 | 减仓 |
| BAC | BANK AMERICA CORP | $32.39万 | 0.27% | 6,645 | -465 | -6.5% | -$2.27万 | 减仓 |
| PSK | SPDR SERIES TRUST | $32.30万 | 0.27% | 10,472 | 2,304 | 28.2% | $7.11万 | 加仓 |
| SO | SOUTHERN CO | $31.64万 | 0.26% | 3,278 | 28 | 0.9% | $2,703 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.61万 | 0.26% | 2,664 | 840 | 46.1% | $9.97万 | 加仓 |
| DDWM | WISDOMTREE TR | $31.49万 | 0.26% | 7,140 | -35 | -0.5% | -$1,544 | 减仓 |
| WFC | WELLS FARGO CO | $31.31万 | 0.26% | 3,932 | 71 | 1.8% | $5,653 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.27万 | 0.26% | 6,229 | -1,239 | -16.6% | -$6.22万 | 减仓 |
| MET | METLIFE INC | $31.00万 | 0.26% | 4,383 | 37 | 0.9% | $2,617 | 加仓 |
| SPLB | SPDR SERIES TRUST | $30.80万 | 0.26% | 13,863 | 13,863 | — | $30.80万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $30.16万 | 0.25% | 8,996 | 82 | 0.9% | $2,749 | 加仓 |
| KO | COCA COLA CO | $30.14万 | 0.25% | 3,963 | -163 | -4.0% | -$1.24万 | 减仓 |
| TSLA | TESLA INC | $29.44万 | 0.25% | 792 | 89 | 12.7% | $3.31万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.25万 | 0.24% | 1,207 | 352 | 41.2% | $8.53万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $28.75万 | 0.24% | 6,316 | 1,099 | 21.1% | $5.00万 | 加仓 |