13F 机构持仓

Vantage Point Financial LLC

LISLE IL · SEC CIK 0002048892

2026Q22026Q1 更早 9 个季度 🔒
$3.28亿2026Q2 申报市值
188持仓数
41.9%前十大占比 · 第一大 14.0%
27 / 17新建仓 / 清仓
申报市值走势$3.28亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 14.0%
DIMENSIONAL ET 7.1%
DFIC 4.4%
SPYM 2.8%
DFSD 2.5%
DIMENSIONAL ET 2.4%
VT 2.3%
DFAX 2.2%
DFEM 2.2%
AAPL 2.0%

2026Q2 买入最多 按季末市值估算

VT 加仓+$718.83万
TFLO 新建仓+$453.29万
DIMENSIONAL ETF 加仓+$143.41万
VOO 加仓+$136.19万
ISTB 新建仓+$107.57万

2026Q2 卖出最多 按季末市值估算

USFR 减仓-$980.94万
DIMENSIONAL ETF 减仓-$139.64万
QUAL 清仓-$109.66万
GLDM 清仓-$90.04万
IEMG 减仓-$78.87万

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 $00.00%0 -5,717-100.0% -$109.66万 清仓
GLDM WORLD GOLD TR $00.00%0 -9,714-100.0% -$90.04万 清仓
FBND FIDELITY MERRIMACK STR TR $00.00%0 -10,642-100.0% -$48.55万 清仓
TLT ISHARES TR $00.00%0 -5,386-100.0% -$46.69万 清仓
HELO J P MORGAN EXCHANGE TRADED F $00.00%0 -5,811-100.0% -$37.14万 清仓
NFLX NETFLIX INC. $00.00%0 -3,500-100.0% -$33.65万 清仓
DIA STATE STR SPDR DOW JONES IND $00.00%0 -673-100.0% -$31.18万 清仓
IQDG WISDOMTREE TR $00.00%0 -6,645-100.0% -$26.67万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -413-100.0% -$24.96万 清仓
BITB BITWISE BITCOIN ETF TR $00.00%0 -6,537-100.0% -$24.06万 清仓
BIL SPDR SERIES TRUST $00.00%0 -2,588-100.0% -$23.72万 清仓
VYMI VANGUARD WHITEHALL FDS $00.00%0 -2,292-100.0% -$21.60万 清仓
CME CME GROUP INC $00.00%0 -709-100.0% -$20.93万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -1,389-100.0% -$20.58万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -301-100.0% -$20.50万 清仓
— INOTIV INC $00.00%0 -336,546-100.0% -$9.17万 清仓
— ONCOLYTICS BIOTECH INC $00.00%0 -29,744-100.0% -$2.52万 清仓
— ONCOLYTICS BIOTECH INC $2.83万0.01%29,744 29,744— $2.83万 新建仓
DNN DENISON MINES CORP $5.70万0.02%18,622 -1,102-5.6% -$3,372 减仓
EFV ISHARES TR $20.41万0.06%2,666 -990-27.1% -$7.58万 减仓
COST COSTCO WHOLESALE CORPORATION $20.41万0.06%218 115.3% $1.03万 加仓
CVX CHEVRON CORPORATION $20.46万0.06%1,234 776.7% $1.28万 加仓
NJAN INNOVATOR ETFS TRUST $20.80万0.06%3,524 3,524— $20.80万 新建仓
NSC NORFOLK SOUTHN CORP $20.95万0.06%666 666— $20.95万 新建仓
— INNOVATOR ETFS TRUST $21.09万0.06%5,104 00.0% — 重新持有
MS MORGAN STANLEY $21.33万0.07%1,020 1,020— $21.33万 新建仓
JCI JOHNSON CONTROLS INTERNATION $21.74万0.07%1,488 1,488— $21.74万 新建仓
— INNOVATOR ETFS TRUST $21.83万0.07%7,949 7,949— $21.83万 新建仓
RTX RTX CORPORATION $21.91万0.07%1,155 -14-1.2% -$2,655 减仓
VBK VANGUARD INDEX FDS $22.41万0.07%613 613— $22.41万 新建仓
CEG CONSTELLATION ENERGY CORP $22.49万0.07%906 -15-1.6% -$3,724 减仓
MDLZ MONDELEZ INTL INC $22.56万0.07%3,900 1935.2% $1.12万 加仓
BOTZ GLOBAL X FDS $22.58万0.07%5,950 -488-7.6% -$1.85万 减仓
TLH ISHARES TR $23.06万0.07%2,298 -907-28.3% -$9.10万 减仓
NJUL INNOVATOR ETFS TRUST $23.14万0.07%2,988 00.0% — 不变
BND VANGUARD BD INDEX FDS $23.26万0.07%3,168 -431-12.0% -$3.16万 减仓
— INNOVATOR ETFS TRUST $23.43万0.07%8,255 8,255— $23.43万 新建仓
PMAY INNOVATOR ETFS TRUST $23.81万0.07%5,764 -7,846-57.6% -$32.40万 重新持有
GLW CORNING INC $23.82万0.07%932 932— $23.82万 新建仓
NUDM NUSHARES ETF TR $24.04万0.07%6,006 00.0% — 不变
WDC WESTERN DIGITAL CORP $24.14万0.07%378 378— $24.14万 新建仓
C CITIGROUP INC $24.24万0.07%1,732 1,732— $24.24万 新建仓
— INNOVATOR ETFS TRUST $24.36万0.07%7,799 7,799— $24.36万 新建仓
SPYV SPDR SERIES TRUST $24.84万0.08%4,086 4,086— $24.84万 新建仓
VMBS VANGUARD SCOTTSDALE FDS $24.89万0.08%5,318 5,318— $24.89万 新建仓
SNDK SANDISK CORP $25.01万0.08%110 110— $25.01万 新建仓
NULV NUSHARES ETF TR $25.12万0.08%5,025 00.0% — 不变
— ALPHABET INC 看跌期权 $25.78万0.08%1,900 1,900— $25.78万 新建仓
VGT VANGUARD WORLD FD $26.71万0.08%2,234 2,234— $26.71万 新建仓
— INNOVATOR ETFS TRUST $26.73万0.08%7,155 00.0% — 不变
KLAC KLA CORP $27.00万0.08%895 895— $27.00万 新建仓
USB US BANCORP $27.08万0.08%4,483 190.4% $1,148 加仓
VIG VANGUARD SPECIALIZED FUNDS $27.28万0.08%1,153 50.4% $1,183 加仓
NOCT INNOVATOR ETFS TRUST $27.32万0.08%4,370 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $27.46万0.08%575 575— $27.46万 新建仓
PSEP INNOVATOR ETFS TRUST $27.72万0.08%6,019 00.0% — 不变
— INNOVATOR ETFS TRUST $27.89万0.09%7,749 1,82430.8% $6.57万 加仓
DTD WISDOMTREE TR $28.74万0.09%3,083 -1,317-29.9% -$12.28万 减仓
UFEB INNOVATOR ETFS TRUST $28.91万0.09%7,481 -120-1.6% -$4,638 减仓
VWO VANGUARD INTL EQUITY INDEX F $29.00万0.09%4,858 -77-1.6% -$4,596 减仓
— NVIDIA CORPORATION 看涨期权 $29.11万0.09%600 00.0% — 不变
SNA SNAP ON INC $29.25万0.09%727 50.7% $2,012 加仓
V VISA INC $29.45万0.09%858 546.7% $1.85万 加仓
— INNOVATOR ETFS TRUST $29.80万0.09%8,309 7509.9% $2.69万 加仓
MO ALTRIA GROUP INC $30.96万0.09%4,303 1453.5% $1.04万 加仓
JAJL INNOVATOR ETFS TRUST $31.03万0.09%10,376 1,19813.1% $3.58万 加仓
PDEC INNOVATOR ETFS TRUST $31.04万0.09%6,764 00.0% — 不变
AVEM AMERICAN CENTY ETF TR $31.32万0.10%3,246 3,246— $31.32万 新建仓
— INNOVATOR ETFS TRUST $31.80万0.10%11,766 2,02520.8% $5.47万 加仓
IAU ISHARES GOLD TR $31.84万0.10%4,217 3358.6% $2.53万 加仓
DFUV DIMENSIONAL ETF TRUST $31.93万0.10%5,804 60.1% $330 加仓
KAPR INNOVATOR ETFS TRUST $31.95万0.10%8,027 -62-0.8% -$2,468 减仓
NULG NUSHARES ETF TR $32.07万0.10%2,740 -185-6.3% -$2.17万 减仓
KJAN INNOVATOR ETFS TRUST $32.26万0.10%7,070 -441-5.9% -$2.01万 减仓
IALT BLACKROCK ETF TRUST $32.29万0.10%11,512 11,512— $32.29万 新建仓
— ALPHABET INC 看跌期权 $32.83万0.10%2,400 2,400— $32.83万 新建仓
CSCO CISCO SYS INC $33.23万0.10%2,829 1676.3% $1.96万 加仓
ZALT INNOVATOR ETFS TRUST $33.24万0.10%9,815 00.0% — 不变
ALL ALLSTATE CORP $33.35万0.10%1,402 352.6% $8,326 加仓
ROK ROCKWELL AUTOMATION INC $33.67万0.10%680 172.6% $8,418 加仓
MBB ISHARES TR $33.96万0.10%3,593 -1,863-34.1% -$17.61万 减仓
HIMU BLACKROCK ETF TRUST II $35.71万0.11%7,171 3405.0% $1.69万 加仓
GOVT ISHARES TR $35.73万0.11%15,687 -18,762-54.5% -$42.74万 减仓
IOCT INNOVATOR ETFS TRUST $36.24万0.11%9,798 1,96125.0% $7.25万 加仓
ABBV ABBVIE INC $36.28万0.11%1,442 -9-0.6% -$2,265 减仓
MRK MERCK & CO INC $36.38万0.11%2,831 903.3% $1.16万 加仓
LRCX LAM RESEARCH CORP $37.23万0.11%859 859— $37.23万 新建仓
MUNI PIMCO ETF TR $37.40万0.11%7,110 3855.7% $2.03万 加仓
VBR VANGUARD INDEX FDS $38.22万0.12%1,573 392.5% $9,475 加仓
GLD SPDR GOLD TR $38.31万0.12%1,040 -25-2.3% -$9,209 减仓
IAPR INNOVATOR ETFS TRUST $38.64万0.12%11,636 1,99020.6% $6.61万 加仓
— INNOVATOR ETFS TRUST $40.26万0.12%9,886 1,91924.1% $7.81万 加仓
BNDX VANGUARD CHARLOTTE FDS $40.68万0.12%8,400 3424.2% $1.66万 加仓
SPDW SPDR INDEX SHS FDS $40.78万0.12%8,092 92913.0% $4.68万 加仓
IJR ISHARES TR $40.96万0.12%2,762 20.1% $297 加仓
IJH ISHARES TR $41.38万0.13%5,366 20.0% $154 加仓
IJUL INNOVATOR ETFS TRUST $41.74万0.13%11,605 1,96720.4% $7.08万 加仓
DFNM DIMENSIONAL ETF TRUST $41.80万0.13%8,648 290.3% $1,402 加仓
IWD ISHARES TR $42.27万0.13%1,744 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $42.56万0.13%2,634 -999-27.5% -$16.14万 减仓