High Point Wealth Management, LLC
CHESTER NJ · SEC CIK 0002106882
$1.22亿2026Q2 申报市值
250持仓数
43.3%前十大占比 · 第一大 10.5%
11 / 13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
IDGT 加仓+$68.79万
FUTY 加仓+$31.35万
XOM 新建仓+$31.30万
DTCR 加仓+$30.89万
QQQX 加仓+$27.88万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$38.84万
FBCG 减仓-$36.65万
IYW 减仓-$34.91万
IHI 减仓-$30.08万
CIBR 减仓-$25.65万
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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES DJ US TECHNOLOGY | $1,279.61万 | 10.47% | 50,732 | -1,384 | -2.7% | -$34.91万 | 减仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $839.93万 | 6.87% | 29,412 | 681 | 2.4% | $19.45万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $653.58万 | 5.35% | 108,405 | 258 | 0.2% | $1.56万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $461.66万 | 3.78% | 7,205 | 433 | 6.4% | $27.74万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $457.65万 | 3.74% | 50,935 | -2,855 | -5.3% | -$25.65万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $361.75万 | 2.96% | 44,572 | 209 | 0.5% | $1.70万 | 加仓 |
| SO | SOUTHERN CO COM | $357.37万 | 2.92% | 37,339 | 420 | 1.1% | $4.02万 | 加仓 |
| HDV | ISHARES TR HIGH DIVID EQUITY FD | $356.76万 | 2.92% | 130,155 | 1,290 | 1.0% | $3.54万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $265.65万 | 2.17% | 3,547 | 7 | 0.2% | $5,243 | 加仓 |
| WELL | HEALTH CARE REIT INC | $261.82万 | 2.14% | 11,535 | 423 | 3.8% | $9.60万 | 加仓 |
| ED | CONSOLIDATED EDISON INC COM | $256.81万 | 2.10% | 23,214 | 211 | 0.9% | $2.33万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $228.12万 | 1.87% | 10,047 | 332 | 3.4% | $7.54万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $213.78万 | 1.75% | 36,594 | 5,366 | 17.2% | $31.35万 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $213.09万 | 1.74% | 15,836 | -200 | -1.2% | -$2.69万 | 减仓 |
| — | FIDELITY CLOUD COMPUTING ETF | $171.54万 | 1.40% | 44,166 | -401 | -0.9% | -$1.56万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $163.85万 | 1.34% | 9,057 | 65 | 0.7% | $1.18万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $162.16万 | 1.33% | 53,804 | 9,251 | 20.8% | $27.88万 | 加仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $162.08万 | 1.33% | 26,095 | -5,900 | -18.4% | -$36.65万 | 减仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $160.33万 | 1.31% | 30,188 | 483 | 1.6% | $2.57万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $155.38万 | 1.27% | 8,261 | 8 | 0.1% | $1,505 | 加仓 |
| AMZN | AMAZON.COM INC | $146.91万 | 1.20% | 6,164 | 65 | 1.1% | $1.55万 | 加仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $132.98万 | 1.09% | 1,060 | 50 | 5.0% | $6.27万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $132.96万 | 1.09% | 22,565 | 747 | 3.4% | $4.40万 | 加仓 |
| GOOGL | GOOGLE INC | $127.97万 | 1.05% | 3,581 | 1 | 0.0% | $357 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $127.59万 | 1.04% | 22,719 | 73 | 0.3% | $4,100 | 加仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $126.21万 | 1.03% | 41,558 | 10,172 | 32.4% | $30.89万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $124.81万 | 1.02% | 3,532 | 1 | 0.0% | $353 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $114.58万 | 0.94% | 23,190 | -6,088 | -20.8% | -$30.08万 | 减仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $112.64万 | 0.92% | 5,294 | 11 | 0.2% | $2,340 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $112.06万 | 0.92% | 60,120 | 89 | 0.1% | $1,659 | 加仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $110.49万 | 0.90% | 955 | 70 | 7.9% | $8.10万 | 加仓 |
| IDGT | ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF | $106.69万 | 0.87% | 8,910 | 5,745 | 181.5% | $68.79万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $101.64万 | 0.83% | 6,146 | 203 | 3.4% | $3.36万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $100.80万 | 0.82% | 13,049 | 43 | 0.3% | $3,322 | 加仓 |
| IYH | ISHARES TR DOW JONES U S HEALTHCARE | $89.89万 | 0.74% | 13,414 | -394 | -2.9% | -$2.64万 | 减仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $85.74万 | 0.70% | 1,375 | 322 | 30.6% | $20.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $81.23万 | 0.66% | 2,482 | 28 | 1.1% | $9,164 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $77.62万 | 0.63% | 6,132 | 618 | 11.2% | $7.82万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $73.81万 | 0.60% | 2,900 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF | $72.14万 | 0.59% | 966 | 11 | 1.2% | $8,214 | 加仓 |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR | $71.89万 | 0.59% | 8,655 | -478 | -5.2% | -$3.97万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $70.30万 | 0.58% | 695 | 22 | 3.3% | $2.23万 | 加仓 |
| MSFT | MICROSOFT | $69.87万 | 0.57% | 1,873 | 1 | 0.1% | $373 | 加仓 |
| V | VISA INC | $68.25万 | 0.56% | 1,989 | -168 | -7.8% | -$5.76万 | 减仓 |
| ABBV | ABBVIE INC COM | $67.80万 | 0.55% | 2,694 | 9 | 0.3% | $2,265 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $67.43万 | 0.55% | 4,929 | 12 | 0.2% | $1,642 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $66.95万 | 0.55% | 14,766 | 74 | 0.5% | $3,355 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $64.54万 | 0.53% | 8,547 | -300 | -3.4% | -$2.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $63.57万 | 0.52% | 2,503 | 10 | 0.4% | $2,540 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $62.31万 | 0.51% | 5,425 | -692 | -11.3% | -$7.95万 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $61.91万 | 0.51% | 5,180 | -36 | -0.7% | -$4,302 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $61.41万 | 0.50% | 11,455 | -276 | -2.4% | -$1.48万 | 减仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $58.15万 | 0.48% | 3,385 | -682 | -16.8% | -$11.72万 | 减仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $57.02万 | 0.47% | 1,510 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $56.29万 | 0.46% | 1,945 | 1 | 0.1% | $289 | 加仓 |
| AEE | AMEREN CORP | $56.23万 | 0.46% | 4,974 | 8 | 0.2% | $904 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $51.45万 | 0.42% | 4,072 | -34 | -0.8% | -$4,296 | 减仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $50.11万 | 0.41% | 4,471 | -242 | -5.1% | -$2.71万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $49.12万 | 0.40% | 4,898 | -1,050 | -17.7% | -$10.53万 | 减仓 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $48.70万 | 0.40% | 5,375 | -500 | -8.5% | -$4.53万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $48.35万 | 0.40% | 2,218 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $48.32万 | 0.40% | 858 | -195 | -18.5% | -$10.98万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $46.80万 | 0.38% | 5,433 | 3 | 0.1% | $258 | 加仓 |
| IGM | ISHARES S&P NORTH AMER TECHNOLOGY | $44.63万 | 0.37% | 2,728 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $40.41万 | 0.33% | 588 | 7 | 1.2% | $4,811 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $40.35万 | 0.33% | 3,250 | 2 | 0.1% | $248 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $39.83万 | 0.33% | 1,076 | 3 | 0.3% | $1,110 | 加仓 |
| UBSI | UNITED BANKSHARES INC W. VA | $38.39万 | 0.31% | 8,376 | 77 | 0.9% | $3,529 | 加仓 |
| MO | ALTRIA GROUP INC COM | $38.12万 | 0.31% | 5,299 | 25 | 0.5% | $1,799 | 加仓 |
| KO | COCA COLA CO COM | $36.16万 | 0.30% | 4,450 | 14 | 0.3% | $1,138 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $36.14万 | 0.30% | 5,009 | -675 | -11.9% | -$4.87万 | 减仓 |
| FE | FIRSTENERGY CORP | $35.56万 | 0.29% | 7,479 | 28 | 0.4% | $1,331 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $35.38万 | 0.29% | 5,485 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $34.27万 | 0.28% | 3,965 | 1,393 | 54.2% | $12.04万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $34.15万 | 0.28% | 1,375 | 1 | 0.1% | $248 | 加仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $34.00万 | 0.28% | 518 | 6 | 1.2% | $3,939 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $31.30万 | 0.26% | 2,289 | 2,289 | — | $31.30万 | 新建仓 |
| — | FIDELITY METAVERSE ETF | $29.41万 | 0.24% | 7,994 | 1 | 0.0% | $37 | 加仓 |
| PNW | PINNACLE WEST CAP CORP COM | $29.18万 | 0.24% | 2,727 | 470 | 20.8% | $5.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $27.02万 | 0.22% | 540 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $26.46万 | 0.22% | 4,380 | 761 | 21.0% | $4.60万 | 加仓 |
| FLRG | FIDELITY U.S. MULTIFACTOR ETF | $25.61万 | 0.21% | 6,244 | 20 | 0.3% | $820 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $24.34万 | 0.20% | 7,019 | 2 | 0.0% | $69 | 加仓 |
| IYK | ISHARES DOW JONES US CONSUMER GOODS | $24.01万 | 0.20% | 3,305 | 12 | 0.4% | $872 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $23.25万 | 0.19% | 1,255 | -290 | -18.8% | -$5.37万 | 减仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $21.81万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR LRGE CORE INDX ETF | $20.73万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $20.57万 | 0.17% | 1,601 | -58 | -3.5% | -$7,453 | 减仓 |
| EXC | EXELON CORP COM | $19.89万 | 0.16% | 4,267 | 7 | 0.2% | $326 | 加仓 |
| EQIX | EQUINIX INC COM | $18.42万 | 0.15% | 177 | 31 | 21.2% | $3.23万 | 加仓 |
| O | REALTY INCOME CORP | $18.09万 | 0.15% | 2,919 | 6 | 0.2% | $372 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $17.89万 | 0.15% | 1,220 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $15.97万 | 0.13% | 659 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $15.49万 | 0.13% | 134 | 59 | 78.7% | $6.82万 | 加仓 |
| TJX | TJX COS INC NEW COM | $14.67万 | 0.12% | 968 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $14.52万 | 0.12% | 300 | 100 | 50.0% | $4.84万 | 加仓 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $14.38万 | 0.12% | 4,717 | 46 | 1.0% | $1,403 | 加仓 |
| GLD | SPDR GOLD SHARES | $14.22万 | 0.12% | 386 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $12.50万 | 0.10% | 2,042 | 4 | 0.2% | $245 | 加仓 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $12.46万 | 0.10% | 2,357 | -341 | -12.6% | -$1.80万 | 减仓 |