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 |
|---|---|---|---|---|---|---|---|---|
| SMMU | PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF | $0 | 0.00% | 0 | -9 | -100.0% | -$454 | 清仓 |
| FVAL | FIDELITY VALUE FACTOR ETF | $0 | 0.00% | 0 | -6 | -100.0% | -$416 | 清仓 |
| HMOP | HARTFORD MUNICIPAL OPPORTUNITIES ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$387 | 清仓 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $0 | 0.00% | 0 | -7 | -100.0% | -$365 | 清仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $0 | 0.00% | 0 | -5 | -100.0% | -$350 | 清仓 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $0 | 0.00% | 0 | -7 | -100.0% | -$327 | 清仓 |
| CGXU | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $0 | 0.00% | 0 | -11 | -100.0% | -$324 | 清仓 |
| VFMF | VANGUARD U.S. MULTIFACTOR ETF | $0 | 0.00% | 0 | -2 | -100.0% | -$310 | 清仓 |
| FLSP | FRANKLIN SYSTEMATIC STYLE PREMIA ETF | $0 | 0.00% | 0 | -10 | -100.0% | -$272 | 清仓 |
| JPEM | JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $0 | 0.00% | 0 | -4 | -100.0% | -$249 | 清仓 |
| FLMI | FRANKLIN DYNAMIC MUNICIPAL BOND ETF | $0 | 0.00% | 0 | -8 | -100.0% | -$198 | 清仓 |
| MELI | MERCADOLIBRE INC COM | $0 | 0.00% | 0 | 0 | — | — | 清仓 |