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 |
|---|---|---|---|---|---|---|---|---|
| UL | UNILEVER PLC SPON ADR NEW | $3.21万 | 0.03% | 534 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $3.36万 | 0.03% | 80 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CP | $3.53万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORPORATION | $3.55万 | 0.03% | 242 | -407 | -62.7% | -$5.96万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $3.89万 | 0.03% | 672 | -81 | -10.8% | -$4,687 | 减仓 |
| HYG | ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF | $3.90万 | 0.03% | 488 | 7 | 1.5% | $559 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $3.92万 | 0.03% | 268 | -40 | -13.0% | -$5,848 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $3.98万 | 0.03% | 57 | 1 | 1.8% | $698 | 加仓 |
| AMT | AMERICAN TOWER CORP | $3.99万 | 0.03% | 244 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI EAFE SMALL CAP ETF | $4.11万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4.12万 | 0.03% | 244 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. COM | $4.18万 | 0.03% | 309 | 102 | 49.3% | $1.38万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $4.24万 | 0.03% | 85 | 1 | 1.2% | $499 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $4.27万 | 0.03% | 389 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC COM | $4.31万 | 0.04% | 145 | 1 | 0.7% | $297 | 加仓 |
| PHM | PULTE GROUP INC COM | $4.41万 | 0.04% | 322 | 1 | 0.3% | $137 | 加仓 |
| HRB | BLOCK H & R INC COM | $4.45万 | 0.04% | 1,168 | 16 | 1.4% | $609 | 加仓 |
| FCFS | FIRST CASH FINANCIAL | $4.48万 | 0.04% | 207 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $4.55万 | 0.04% | 259 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID TRANSCO PLC | $4.63万 | 0.04% | 559 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY LTD | $4.68万 | 0.04% | 232 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $4.74万 | 0.04% | 456 | 3 | 0.7% | $312 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $4.80万 | 0.04% | 850 | 850 | — | $4.80万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO COM | $4.89万 | 0.04% | 145 | 0 | 0.0% | — | 不变 |
| IYG | ISHARES TR DOW JONES U S FINL SVCS | $4.92万 | 0.04% | 544 | 1 | 0.2% | $91 | 加仓 |
| FAST | FASTENAL CO | $5.06万 | 0.04% | 1,054 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $5.33万 | 0.04% | 162 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES DJ US HEALTH CARE PROVIDERS | $5.53万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO COM | $5.57万 | 0.05% | 88 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $5.58万 | 0.05% | 122 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC | $5.59万 | 0.05% | 335 | 0 | 0.0% | — | 不变 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $5.61万 | 0.05% | 1,067 | 6 | 0.6% | $315 | 加仓 |
| ISRG | INTUITIVE SURGICAL, INC. | $5.73万 | 0.05% | 144 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $5.77万 | 0.05% | 1,068 | 3 | 0.3% | $162 | 加仓 |
| — | FIDELITY DISRUPTIVE TECHNOLOGY ETF | $5.79万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $5.90万 | 0.05% | 319 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP | $6.37万 | 0.05% | 153 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $6.67万 | 0.05% | 880 | 4 | 0.5% | $303 | 加仓 |
| CL | COLGATE PALMOLIVE CO COM | $7.03万 | 0.06% | 767 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $7.03万 | 0.06% | 688 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP COM | $7.49万 | 0.06% | 277 | 0 | 0.0% | — | 不变 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $7.65万 | 0.06% | 2,000 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $7.71万 | 0.06% | 1,080 | -100 | -8.5% | -$7,140 | 减仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $7.77万 | 0.06% | 39 | 39 | — | $7.77万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $7.77万 | 0.06% | 469 | 1 | 0.2% | $166 | 加仓 |
| PEP | PEPSICO INC COM | $7.97万 | 0.07% | 588 | 0 | 0.0% | — | 不变 |
| HNGE | HINGE HEALTH INC CL A | $8.30万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $8.36万 | 0.07% | 712 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM | $8.40万 | 0.07% | 70 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW COM | $8.69万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $8.75万 | 0.07% | 1,536 | 4 | 0.3% | $228 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $9.10万 | 0.07% | 780 | -80 | -9.3% | -$9,334 | 减仓 |
| VHT | VANGUARD HEALTH CARE ETF | $9.32万 | 0.08% | 312 | 1 | 0.3% | $299 | 加仓 |
| COST | COSTCO WHOLESALE CORP | $9.67万 | 0.08% | 103 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY MOMENTUM FACTOR ETF | $10.07万 | 0.08% | 1,021 | 1 | 0.1% | $99 | 加仓 |
| IJH | ISHARES CORE S&P MID CAP ETF | $10.22万 | 0.08% | 1,325 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION COM | $11.06万 | 0.09% | 553 | 1 | 0.2% | $200 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARES | $11.16万 | 0.09% | 515 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $11.28万 | 0.09% | 539 | -197 | -26.8% | -$4.12万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $12.03万 | 0.10% | 875 | 1 | 0.1% | $138 | 加仓 |
| MA | MASTERCARD INC | $12.18万 | 0.10% | 237 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC COM CL A | $12.29万 | 0.10% | 1,235 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP COM | $12.35万 | 0.10% | 454 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY SMALL-MID MULTIFACTOR ETF | $12.46万 | 0.10% | 2,357 | -341 | -12.6% | -$1.80万 | 减仓 |
| XLG | INVESCO S&P 500 TOP 50 ETF | $12.50万 | 0.10% | 2,042 | 4 | 0.2% | $245 | 加仓 |
| GLD | SPDR GOLD SHARES | $14.22万 | 0.12% | 386 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES S&P U.S. PREFERRED STOCK ETF | $14.38万 | 0.12% | 4,717 | 46 | 1.0% | $1,403 | 加仓 |
| TER | TERADYNE INC COM | $14.52万 | 0.12% | 300 | 100 | 50.0% | $4.84万 | 加仓 |
| TJX | TJX COS INC NEW COM | $14.67万 | 0.12% | 968 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $15.49万 | 0.13% | 134 | 59 | 78.7% | $6.82万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $15.97万 | 0.13% | 659 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $17.89万 | 0.15% | 1,220 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $18.09万 | 0.15% | 2,919 | 6 | 0.2% | $372 | 加仓 |
| EQIX | EQUINIX INC COM | $18.42万 | 0.15% | 177 | 31 | 21.2% | $3.23万 | 加仓 |
| EXC | EXELON CORP COM | $19.89万 | 0.16% | 4,267 | 7 | 0.2% | $326 | 加仓 |
| MRK | MERCK & CO INC | $20.57万 | 0.17% | 1,601 | -58 | -3.5% | -$7,453 | 减仓 |
| MLRG | ISHARES TR LRGE CORE INDX ETF | $20.73万 | 0.17% | 2,000 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $21.81万 | 0.18% | 2,000 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $23.25万 | 0.19% | 1,255 | -290 | -18.8% | -$5.37万 | 减仓 |
| IYK | ISHARES DOW JONES US CONSUMER GOODS | $24.01万 | 0.20% | 3,305 | 12 | 0.4% | $872 | 加仓 |
| FFLG | FIDELITY FUNDAMENTAL LARGE CAP GROWTH ETF | $24.34万 | 0.20% | 7,019 | 2 | 0.0% | $69 | 加仓 |
| FLRG | FIDELITY U.S. MULTIFACTOR ETF | $25.61万 | 0.21% | 6,244 | 20 | 0.3% | $820 | 加仓 |
| USB | US BANCORP COM NEW | $26.46万 | 0.22% | 4,380 | 761 | 21.0% | $4.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $27.02万 | 0.22% | 540 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP COM | $29.18万 | 0.24% | 2,727 | 470 | 20.8% | $5.03万 | 加仓 |
| — | FIDELITY METAVERSE ETF | $29.41万 | 0.24% | 7,994 | 1 | 0.0% | $37 | 加仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $31.30万 | 0.26% | 2,289 | 2,289 | — | $31.30万 | 新建仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $34.00万 | 0.28% | 518 | 6 | 1.2% | $3,939 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $34.15万 | 0.28% | 1,375 | 1 | 0.1% | $248 | 加仓 |
| EVRG | EVERGY INC COM | $34.27万 | 0.28% | 3,965 | 1,393 | 54.2% | $12.04万 | 加仓 |
| RSPT | INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF | $35.38万 | 0.29% | 5,485 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $35.56万 | 0.29% | 7,479 | 28 | 0.4% | $1,331 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $36.14万 | 0.30% | 5,009 | -675 | -11.9% | -$4.87万 | 减仓 |
| KO | COCA COLA CO COM | $36.16万 | 0.30% | 4,450 | 14 | 0.3% | $1,138 | 加仓 |
| MO | ALTRIA GROUP INC COM | $38.12万 | 0.31% | 5,299 | 25 | 0.5% | $1,799 | 加仓 |
| UBSI | UNITED BANKSHARES INC W. VA | $38.39万 | 0.31% | 8,376 | 77 | 0.9% | $3,529 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $39.83万 | 0.33% | 1,076 | 3 | 0.3% | $1,110 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $40.35万 | 0.33% | 3,250 | 2 | 0.1% | $248 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $40.41万 | 0.33% | 588 | 7 | 1.2% | $4,811 | 加仓 |
| IGM | ISHARES S&P NORTH AMER TECHNOLOGY | $44.63万 | 0.37% | 2,728 | 0 | 0.0% | — | 不变 |