Basepoint Wealth LLC
CEDAR RAPIDS IA · SEC CIK 0002088236
$1.75亿2026Q1 申报市值
642持仓数
57.0%前十大占比 · 第一大 16.0%
66 / 21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
AKRE 新建仓+$1,773.23万
XLU 新建仓+$566.37万
BF/B 新建仓+$53.48万
IBTI 新建仓+$50.97万
TGT 加仓+$50.88万
2026Q1 卖出最多 按季末市值估算
PSLV 减仓-$1,284.17万
PHYS 减仓-$756.59万
TPR 减仓-$66.05万
HYD 清仓-$29.48万
JLL 减仓-$29.43万
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 |
|---|---|---|---|---|---|---|---|---|
| ANET | ARISTA NETWORKS INC COM SHS | $3,929 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $3,923 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| — | MOTLEY FOOL MID-CAP GROWTH ETF | $3,713 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $3,575 | 0.00% | 23 | 1 | 4.5% | $155 | 加仓 |
| EVRG | EVERGY INC COM | $3,559 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $3,554 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP COM | $3,451 | 0.00% | 55 | 12 | 27.9% | $753 | 加仓 |
| EMLC | VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF | $3,365 | 0.00% | 134 | 58 | 76.3% | $1,456 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3,249 | 0.00% | 15 | 15 | — | $3,249 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $3,201 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC SPONSORED ADR | $3,073 | 0.00% | 31 | 1 | 3.3% | $99 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $2,953 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD COM | $2,916 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC COM | $2,859 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $2,802 | 0.00% | 35 | 35 | — | $2,802 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $2,766 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ANGX | ANGEL STUDIOS INC CL A COM | $2,690 | 0.00% | 882 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC CL A | $2,678 | 0.00% | 57 | 57 | — | $2,678 | 新建仓 |
| FHI | FEDERATED HERMES INC CL B | $2,665 | 0.00% | 47 | -24 | -33.8% | -$1,361 | 减仓 |
| KLAR | KLARNA GROUP PLC SHS | $2,618 | 0.00% | 200 | 150 | 300.0% | $1,964 | 加仓 |
| VTR | VENTAS INC COM | $2,567 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $2,460 | 0.00% | 103 | 1 | 1.0% | $24 | 加仓 |
| CGNX | COGNEX CORP COM | $2,450 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO COM | $2,443 | 0.00% | 26 | -131 | -83.4% | -$1.23万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS FD COM | $2,415 | 0.00% | 223 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP COM | $2,364 | 0.00% | 40 | 40 | — | $2,364 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $2,283 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC ORD | $2,247 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ALTERNATIVE HARVEST ETF | $2,233 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $2,223 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $2,218 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| UBS | UBS GROUP AG SHS | $2,206 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC COM | $2,181 | 0.00% | 133 | 3 | 2.3% | $49 | 加仓 |
| CFG | CITIZENS FINL GROUP INC COM | $2,130 | 0.00% | 36 | 1 | 2.9% | $59 | 加仓 |
| IMNM | IMMUNOME INC COM | $1,990 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC COM | $1,979 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $1,954 | 0.00% | 34 | 34 | — | $1,954 | 新建仓 |
| ADSK | AUTODESK INC COM | $1,915 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC COM | $1,815 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $1,785 | 0.00% | 19 | 19 | — | $1,785 | 新建仓 |
| FWRD | FORWARD AIR CORP COM | $1,671 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $1,643 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1,629 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW COM | $1,627 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC COM | $1,615 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC COM | $1,568 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP COM | $1,544 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| NWSA | NEWS CORP NEW CL A | $1,532 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC COM | $1,525 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FPI | FARMLAND PARTNERS INC COM | $1,494 | 0.00% | 133 | 13 | 10.8% | $146 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD SPONSORED ADR | $1,464 | 0.00% | 61 | -10 | -14.1% | -$240 | 减仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $1,405 | 0.00% | 35 | 3 | 9.4% | $120 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $1,380 | 0.00% | 11 | -227 | -95.4% | -$2.85万 | 减仓 |
| FLTR | VANECK IG FLOATING RATE ETF | $1,376 | 0.00% | 54 | 54 | — | $1,376 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC COM | $1,370 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC COM | $1,352 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES GLOBAL CLEAN ENERGY ETF | $1,335 | 0.00% | 73 | -50 | -40.7% | -$914 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS INC COM | $1,326 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ COM | $1,325 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF | $1,325 | 0.00% | 12 | 12 | — | $1,325 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO COM | $1,297 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP COM | $1,291 | 0.00% | 7 | -43 | -86.0% | -$7,930 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1,283 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PTC | PTC INC COM | $1,282 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC CL A NEW | $1,248 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC COM | $1,240 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC COM | $1,239 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $1,225 | 0.00% | 53 | 1 | 1.9% | $23 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $1,220 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC COM | $1,208 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC COM | $1,189 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY INC COM | $1,170 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $1,149 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $1,146 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $1,125 | 0.00% | 4 | -28 | -87.5% | -$7,875 | 减仓 |
| L | LOEWS CORP COM | $1,071 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO COM | $1,066 | 0.00% | 122 | 4 | 3.4% | $35 | 加仓 |
| ALL | ALLSTATE CORP COM | $1,062 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $1,020 | 0.00% | 5 | -85 | -94.4% | -$1.73万 | 减仓 |
| CSL | CARLISLE COS INC COM | $1,016 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $1,012 | 0.00% | 10 | 1 | 11.1% | $101 | 加仓 |
| AMC | AMC ENTMT HLDGS INC CL A NEW | $980 | 0.00% | 1,000 | 1,000 | — | $980 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $963 | 0.00% | 26 | 26 | — | $963 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $901 | 0.00% | 50 | 50 | — | $901 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS LT SHS | $898 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC SHS USD | $896 | 0.00% | 4 | -41 | -91.1% | -$9,184 | 减仓 |
| WAT | WATERS CORP COM | $893 | 0.00% | 3 | 3 | — | $893 | 新建仓 |
| VEEV | VEEVA SYS INC CL A COM | $878 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH ETF | $874 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC COM | $867 | 0.00% | 45 | 1 | 2.3% | $19 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $836 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $835 | 0.00% | 4 | -25 | -86.2% | -$5,219 | 减仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $805 | 0.00% | 86 | -34 | -28.3% | -$318 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $790 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $788 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SSYS | STRATASYS LTD SHS | $781 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC SPON ADS | $754 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC COM | $750 | 0.00% | 22 | 1 | 4.8% | $34 | 加仓 |
| VFC | V F CORP COM | $703 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $697 | 0.00% | 15 | 0 | 0.0% | — | 不变 |