High Point Wealth Management, LLC
CHESTER NJ · SEC CIK 0002106882
$1.04亿2026Q1 申报市值
250持仓数
41.1%前十大占比 · 第一大 9.1%
29 / 24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
SOXX 加仓+$60.21万
FTEC 加仓+$60.19万
PAVE 加仓+$58.74万
XSSPX 加仓+$56.21万
IAU 加仓+$39.69万
2026Q1 卖出最多 按季末市值估算
XSW 减仓-$235.48万
NUVEEN S&P 500 B 清仓-$57.43万
VGT 减仓-$39.44万
COIN 减仓-$30.56万
TIP 清仓-$21.98万
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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN S&P 500 BUY-WRITE INCOM COM | $0 | 0.00% | 0 | -39,066 | -100.0% | -$57.43万 | 清仓 |
| TIP | ISHARES TIPS BOND ETF | $0 | 0.00% | 0 | -2,000 | -100.0% | -$21.98万 | 清仓 |
| COF | CAPITAL ONE FINANCIAL CORP | $0 | 0.00% | 0 | -499 | -100.0% | -$12.09万 | 清仓 |
| F | FORD MTR CO COM | $0 | 0.00% | 0 | -5,711 | -100.0% | -$7.49万 | 清仓 |
| KBWB | INVESCO KBW BANK ETF | $0 | 0.00% | 0 | -681 | -100.0% | -$5.74万 | 清仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $0 | 0.00% | 0 | -2,836 | -100.0% | -$5.01万 | 清仓 |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -708 | -100.0% | -$2.86万 | 清仓 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EBAY | EBAY INC | $0 | 0.00% | 0 | -300 | -100.0% | -$2.61万 | 清仓 |
| ITB | ISHARES U.S. HOME CONSTRUCTION ETF | $0 | 0.00% | 0 | -260 | -100.0% | -$2.50万 | 清仓 |
| — | VANECK VIDEO GAMING AND ESPORTS ETF | $0 | 0.00% | 0 | -214 | -100.0% | -$2.22万 | 清仓 |
| PYPL | PAYPAL HLDGS INC COM | $0 | 0.00% | 0 | -300 | -100.0% | -$1.75万 | 清仓 |
| XLB | MATERIALS SELECT SECTOR SPDR | $0 | 0.00% | 0 | -296 | -100.0% | -$1.34万 | 清仓 |
| GPN | GLOBAL PMTS INC COM | $0 | 0.00% | 0 | -158 | -100.0% | -$1.22万 | 清仓 |
| ZTS | ZOETIS INC COM CL A | $0 | 0.00% | 0 | -70 | -100.0% | -$8,856 | 清仓 |
| NLY | ANNALY CAPITAL MANAGEMENT INC | $0 | 0.00% | 0 | -375 | -100.0% | -$8,385 | 清仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $0 | 0.00% | 0 | -16 | -100.0% | -$7,039 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -80 | -100.0% | -$6,902 | 清仓 |
| SRVR | PACER DATA & INFRASTRUCTURE REAL ESTATE ETF | $0 | 0.00% | 0 | -75 | -100.0% | -$2,148 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC COM SHS | $0 | 0.00% | 0 | -42 | -100.0% | -$2,040 | 清仓 |
| — | SIMPLIFY US EQUITY PLUS BITCOIN STRATEGY ETF | $0 | 0.00% | 0 | -30 | -100.0% | -$1,342 | 清仓 |
| BITO | PROSHARES BITCOIN ETF | $0 | 0.00% | 0 | -84 | -100.0% | -$1,021 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KHC | KRAFT HEINZ CO COM | $0 | 0.00% | 0 | -26 | -100.0% | -$631 | 清仓 |
| PINS | PINTEREST INC CL A | $0 | 0.00% | 0 | -10 | -100.0% | -$259 | 清仓 |
| OGN | ORGANON & CO COMMON STOCK | $0 | 0.00% | 0 | -5 | -100.0% | -$36 | 清仓 |
| — | FIDELITY ETHEREUM FUND ETF | $146 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WRD | WERIDE INC SPONSORED ADS | $809 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $826 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1,186 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,371 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $1,516 | 0.00% | 260 | 260 | — | $1,516 | 新建仓 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $1,794 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO COM | $2,004 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCOME COM | $2,215 | 0.00% | 201 | 201 | — | $2,215 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $2,510 | 0.00% | 50 | 50 | — | $2,510 | 新建仓 |
| PFE | PFIZER INC COM | $2,808 | 0.00% | 100 | 100 | — | $2,808 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3,309 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3,458 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $3,852 | 0.00% | 150 | 3 | 2.0% | $77 | 加仓 |
| ETN | EATON CORP PLC SHS | $3,971 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4,066 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $4,138 | 0.00% | 83 | 83 | — | $4,138 | 新建仓 |
| EMN | EASTMAN CHEM CO COM | $4,140 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $4,400 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $4,781 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $5,015 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $5,363 | 0.01% | 130 | 130 | — | $5,363 | 新建仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $5,953 | 0.01% | 120 | 1 | 0.8% | $50 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC COM | $6,113 | 0.01% | 516 | 16 | 3.2% | $190 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $6,166 | 0.01% | 80 | 80 | — | $6,166 | 新建仓 |
| AMRZ | AMRIZE LTD SHS | $7,003 | 0.01% | 125 | 125 | — | $7,003 | 新建仓 |
| HUM | HUMANA INC COM | $7,015 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| IBN | ICICI BANK LIMITED ADR | $7,123 | 0.01% | 275 | 275 | — | $7,123 | 新建仓 |
| MKL | MARKEL GROUP INC COM | $7,656 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7,721 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $8,237 | 0.01% | 202 | 202 | — | $8,237 | 新建仓 |
| IDU | ISHARES DOW JONES US UTILITIES | $8,506 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $8,825 | 0.01% | 73 | 1 | 1.4% | $121 | 加仓 |
| VNQ | VANGUARD REIT INDEX ETF | $8,870 | 0.01% | 100 | 100 | — | $8,870 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $9,010 | 0.01% | 160 | 160 | — | $9,010 | 新建仓 |
| PMT | PENNYMAC MTG INVT TR COM | $9,328 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $9,475 | 0.01% | 100 | 100 | — | $9,475 | 新建仓 |
| CMCSA | COMCAST CORP NEW CL A | $9,759 | 0.01% | 340 | -400 | -54.1% | -$1.15万 | 减仓 |
| NEM | NEWMONT CORP COM | $9,767 | 0.01% | 90 | 90 | — | $9,767 | 新建仓 |
| DEI | DOUGLAS EMMETT INC COM | $9,829 | 0.01% | 1,043 | 17 | 1.7% | $160 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $1.02万 | 0.01% | 50 | 50 | — | $1.02万 | 新建仓 |
| — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $1.05万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $1.06万 | 0.01% | 85 | 85 | — | $1.06万 | 新建仓 |
| ADBE | ADOBE SYS INC | $1.09万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $1.12万 | 0.01% | 266 | 2 | 0.8% | $85 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1.15万 | 0.01% | 311 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $1.27万 | 0.01% | 75 | -64 | -46.0% | -$1.08万 | 减仓 |
| IHE | ISHARES DJ US PHARMA INDEX F | $1.33万 | 0.01% | 153 | 1 | 0.7% | $87 | 加仓 |
| SLV | ISHARES SILVER TRUST | $1.34万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO COM | $1.42万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.45万 | 0.01% | 96 | 96 | — | $1.45万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.46万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TRUST SERIES I | $1.46万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.50万 | 0.01% | 74 | -59 | -44.4% | -$1.20万 | 减仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $1.58万 | 0.02% | 307 | 1 | 0.3% | $51 | 加仓 |
| MUSA | MURPHY USA INC COM | $1.58万 | 0.02% | 32 | 32 | — | $1.58万 | 新建仓 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.66万 | 0.02% | 100 | -159 | -61.4% | -$2.63万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $1.71万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $1.73万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $1.85万 | 0.02% | 130 | 130 | — | $1.85万 | 新建仓 |
| NVS | NOVARTIS AG ADR | $1.88万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $1.98万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.02万 | 0.02% | 786 | 2 | 0.3% | $51 | 加仓 |
| UHAL | U HAUL HOLDING COMPANY COM | $2.05万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES RUSSELL 3000 ETF | $2.11万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $2.14万 | 0.02% | 304 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $2.18万 | 0.02% | 200 | -1,355 | -87.1% | -$14.75万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.19万 | 0.02% | 150 | 150 | — | $2.19万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $2.42万 | 0.02% | 40 | 40 | — | $2.42万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS | $2.45万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.45万 | 0.02% | 53 | 53 | — | $2.45万 | 新建仓 |
| CRM | SALESFORCE COM | $2.53万 | 0.02% | 135 | -253 | -65.2% | -$4.73万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $2.54万 | 0.02% | 75 | 30 | 66.7% | $1.02万 | 加仓 |
| FBT | FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX | $2.57万 | 0.02% | 128 | 0 | 0.0% | — | 不变 |