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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC COM | $2.60万 | 0.03% | 100 | 100 | — | $2.60万 | 新建仓 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.62万 | 0.03% | 287 | 1 | 0.3% | $91 | 加仓 |
| LEN | LENNAR CORP CL A | $2.65万 | 0.03% | 305 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $2.74万 | 0.03% | 207 | 2 | 1.0% | $264 | 加仓 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $2.76万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $2.78万 | 0.03% | 251 | -1,172 | -82.4% | -$12.99万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $2.79万 | 0.03% | 144 | 1 | 0.7% | $194 | 加仓 |
| INTU | INTUIT INC | $2.81万 | 0.03% | 65 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $2.93万 | 0.03% | 200 | -653 | -76.6% | -$9.56万 | 减仓 |
| RBLX | ROBLOX CORP CL A | $2.94万 | 0.03% | 520 | 520 | — | $2.94万 | 新建仓 |
| TSLA | TESLA INC COM | $2.97万 | 0.03% | 80 | -15 | -15.8% | -$5,576 | 减仓 |
| UL | UNILEVER PLC SPON ADR NEW | $3.04万 | 0.03% | 534 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $3.09万 | 0.03% | 160 | 160 | — | $3.09万 | 新建仓 |
| PSX | PHILLIPS 66 COM | $3.14万 | 0.03% | 172 | 1 | 0.6% | $183 | 加仓 |
| SBAC | SBA COMMUNICATIONS CP | $3.44万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS ETF | $3.44万 | 0.03% | 285 | -1,281 | -81.8% | -$15.48万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.48万 | 0.03% | 56 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $3.59万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC COM | $3.66万 | 0.04% | 1,152 | -1,131 | -49.5% | -$3.59万 | 减仓 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $3.69万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP COM | $3.75万 | 0.04% | 389 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC COM | $3.77万 | 0.04% | 321 | 1 | 0.3% | $118 | 加仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $3.83万 | 0.04% | 481 | 4 | 0.8% | $318 | 加仓 |
| HNGE | HINGE HEALTH INC CL A | $3.86万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $3.86万 | 0.04% | 171 | -34 | -16.6% | -$7,679 | 减仓 |
| FCFS | FIRST CASH FINANCIAL | $3.90万 | 0.04% | 207 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $3.92万 | 0.04% | 500 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $4.11万 | 0.04% | 319 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $4.14万 | 0.04% | 153 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4.15万 | 0.04% | 209 | 40 | 23.7% | $7,942 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4.15万 | 0.04% | 84 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4.18万 | 0.04% | 244 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES DJ US HEALTH CARE PROVIDERS | $4.18万 | 0.04% | 1,000 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $4.21万 | 0.04% | 244 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $4.29万 | 0.04% | 450 | -590 | -56.7% | -$5.63万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $4.34万 | 0.04% | 753 | 202 | 36.7% | $1.16万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $4.38万 | 0.04% | 145 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR DOW JONES U S FINL SVCS | $4.50万 | 0.04% | 543 | 2 | 0.4% | $166 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $4.71万 | 0.05% | 162 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID TRANSCO PLC | $4.73万 | 0.05% | 559 | -232 | -29.3% | -$1.96万 | 减仓 |
| TEL | TE CONNECTIVITY LTD | $4.85万 | 0.05% | 232 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $4.89万 | 0.05% | 1,054 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $4.95万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $5.06万 | 0.05% | 1,065 | 5 | 0.5% | $238 | 加仓 |
| DASH | DOORDASH INC CL A | $5.36万 | 0.05% | 357 | 357 | — | $5.36万 | 新建仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $5.38万 | 0.05% | 308 | -1,750 | -85.0% | -$30.56万 | 减仓 |
| HSY | HERSHEY CO COM | $5.39万 | 0.05% | 259 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.41万 | 0.05% | 122 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $5.44万 | 0.05% | 335 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $5.52万 | 0.05% | 712 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $5.55万 | 0.05% | 1,061 | 6 | 0.6% | $314 | 加仓 |
| TER | TERADYNE INC COM | $5.93万 | 0.06% | 200 | 200 | — | $5.93万 | 新建仓 |
| COP | CONOCOPHILLIPS COM | $5.98万 | 0.06% | 453 | 4 | 0.9% | $528 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.15万 | 0.06% | 876 | 4 | 0.5% | $281 | 加仓 |
| SBUX | STARBUCKS CORP | $6.17万 | 0.06% | 688 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $6.44万 | 0.06% | 70 | 15 | 27.3% | $1.38万 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $6.53万 | 0.06% | 767 | 300 | 64.2% | $2.56万 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $6.64万 | 0.06% | 144 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP COM | $7.47万 | 0.07% | 1,532 | 506 | 49.3% | $2.47万 | 加仓 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $8.17万 | 0.08% | 1,020 | 2 | 0.2% | $160 | 加仓 |
| VHT | VANGUARD HEALTH CARE ETF | $8.46万 | 0.08% | 311 | 2 | 0.6% | $544 | 加仓 |
| MCD | MCDONALDS CORP COM | $8.61万 | 0.08% | 277 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $8.92万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE S&P MID CAP ETF | $8.95万 | 0.09% | 1,325 | 325 | 32.5% | $2.19万 | 加仓 |
| OKE | ONEOK INC NEW COM | $9.04万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $9.14万 | 0.09% | 588 | -70 | -10.6% | -$1.09万 | 减仓 |
| ORCL | ORACLE CORPORATION | $9.55万 | 0.09% | 649 | -598 | -48.0% | -$8.80万 | 减仓 |
| CRWV | COREWEAVE INC COM CL A | $9.57万 | 0.09% | 1,235 | -335 | -21.3% | -$2.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $9.63万 | 0.09% | 552 | -34 | -5.8% | -$5,931 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $9.68万 | 0.09% | 468 | 121 | 34.9% | $2.50万 | 加仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $9.89万 | 0.10% | 874 | 1 | 0.1% | $113 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES | $10.06万 | 0.10% | 515 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORP | $10.29万 | 0.10% | 103 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $11.02万 | 0.11% | 454 | 341 | 301.8% | $8.27万 | 加仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $11.12万 | 0.11% | 2,038 | 3 | 0.1% | $164 | 加仓 |
| NFLX | NETFLIX INC. COM | $11.35万 | 0.11% | 1,180 | -150 | -11.3% | -$1.44万 | 减仓 |
| MA | MASTERCARD INC | $11.85万 | 0.11% | 237 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $12.07万 | 0.12% | 2,698 | 10 | 0.4% | $447 | 加仓 |
| MS | MORGAN STANLEY | $12.11万 | 0.12% | 736 | -245 | -25.0% | -$4.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $12.58万 | 0.12% | 860 | -1,130 | -56.8% | -$16.53万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $14.08万 | 0.14% | 659 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $14.16万 | 0.14% | 4,671 | -4,887 | -51.1% | -$14.82万 | 减仓 |
| EQIX | EQUINIX INC COM | $14.33万 | 0.14% | 146 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW COM | $15.46万 | 0.15% | 968 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD SHARES | $16.61万 | 0.16% | 386 | 110 | 39.9% | $4.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $17.62万 | 0.17% | 1,220 | 240 | 24.5% | $3.47万 | 加仓 |
| O | REALTY INCOME CORP | $17.82万 | 0.17% | 2,913 | -264 | -8.3% | -$1.61万 | 减仓 |
| MLRG | ISHARES TR LRGE CORE INDX ETF | $17.97万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP COM NEW | $18.82万 | 0.18% | 3,619 | 187 | 5.4% | $9,726 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $19.52万 | 0.19% | 7,017 | 0 | 0.0% | — | 不变 |
| SMH | VANECK SEMICONDUCTOR ETF | $19.65万 | 0.19% | 512 | -419 | -45.0% | -$16.08万 | 减仓 |
| MRK | MERCK & CO INC | $19.96万 | 0.19% | 1,659 | -105 | -6.0% | -$1.26万 | 减仓 |
| EXC | EXELON CORP COM | $20.88万 | 0.20% | 4,260 | 6 | 0.1% | $294 | 加仓 |
| EVRG | EVERGY INC COM | $21.07万 | 0.20% | 2,572 | 2,572 | — | $21.07万 | 新建仓 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $21.80万 | 0.21% | 2,000 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $22.74万 | 0.22% | 2,257 | 367 | 19.4% | $3.70万 | 加仓 |
| FLRG | FIDELITY U.S. MULTIFACTOR ETF | $22.90万 | 0.22% | 6,224 | 24 | 0.4% | $883 | 加仓 |
| IYK | ISHARES DOW JONES US CONSUMER GOODS | $23.06万 | 0.22% | 3,293 | 10 | 0.3% | $700 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $24.82万 | 0.24% | 5,485 | -1,684 | -23.5% | -$7.62万 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $24.98万 | 0.24% | 1,545 | 1,041 | 206.5% | $16.83万 | 加仓 |