Basepoint Wealth LLC
CEDAR RAPIDS IA · SEC CIK 0002088236
$1.75亿2026Q2 申报市值
630持仓数
52.5%前十大占比 · 第一大 12.6%
65 / 82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
XLU 加仓+$1,195.16万
IBTI 加仓+$96.95万
TGT 加仓+$92.62万
XOM 新建仓+$81.47万
GEHC 加仓+$81.36万
2026Q2 卖出最多 按季末市值估算
AKRE 减仓-$761.64万
PSLV 减仓-$204.54万
INTC 减仓-$182.95万
PHYS 减仓-$173.03万
EXXON MOBIL CORP 清仓-$101.20万
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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP COM | $215.37万 | 1.23% | 5,774 | 782 | 15.7% | $29.17万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $228.61万 | 1.31% | 6,454 | -330 | -4.9% | -$11.69万 | 减仓 |
| INGR | INGREDION INC COM | $253.72万 | 1.45% | 26,789 | 2,541 | 10.5% | $24.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $303.81万 | 1.74% | 15,184 | 355 | 2.4% | $7.10万 | 加仓 |
| AAPL | APPLE INC COM | $366.44万 | 2.10% | 12,664 | 186 | 1.5% | $5.38万 | 加仓 |
| PEO | ADAM NAT RES FD INC COM | $400.81万 | 2.29% | 162,138 | -3,860 | -2.3% | -$9.54万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $489.43万 | 2.80% | 9,781 | -339 | -3.3% | -$16.96万 | 减仓 |
| DE | DEERE & CO COM | $744.54万 | 4.26% | 11,737 | -60 | -0.5% | -$3.81万 | 减仓 |
| AKRE | AKRE FOCUS ETF | $1,023.00万 | 5.85% | 192,329 | -143,192 | -42.7% | -$761.64万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $1,633.08万 | 9.34% | 865,438 | -108,393 | -11.1% | -$204.54万 | 减仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $1,754.74万 | 10.04% | 387,019 | 263,599 | 213.6% | $1,195.16万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $2,205.32万 | 12.62% | 730,965 | -57,352 | -7.3% | -$173.03万 | 减仓 |