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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY METAVERSE ETF | $25.12万 | 0.24% | 7,993 | 1 | 0.0% | $31 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $25.88万 | 0.25% | 540 | 0 | 0.0% | — | 不变 |
| IDGT | ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF | $30.95万 | 0.30% | 3,165 | 3,165 | — | $30.95万 | 新建仓 |
| IGM | ISHARES S&P NORTH AMER TECHNOLOGY | $32.33万 | 0.31% | 2,728 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO COM | $33.73万 | 0.33% | 4,436 | 100 | 2.3% | $7,604 | 加仓 |
| XSD | STATE STREET SPDR S&P SEMICONDUCTOR ETF | $34.35万 | 0.33% | 1,053 | 16 | 1.5% | $5,219 | 加仓 |
| UBSI | UNITED BANKSHARES INC W. VA | $34.38万 | 0.33% | 8,299 | 81 | 1.0% | $3,355 | 加仓 |
| VTI | VANGUARD TOTAL STK MKT | $34.43万 | 0.33% | 1,073 | 3 | 0.3% | $963 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $34.64万 | 0.33% | 812 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P 500 ETF | $34.71万 | 0.34% | 581 | -35 | -5.7% | -$2.09万 | 减仓 |
| MO | ALTRIA GROUP INC COM | $34.80万 | 0.34% | 5,274 | -671 | -11.3% | -$4.43万 | 减仓 |
| FE | FIRSTENERGY CORP | $37.75万 | 0.36% | 7,451 | -446 | -5.6% | -$2.26万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $38.38万 | 0.37% | 1,374 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $38.84万 | 0.37% | 2,289 | 280 | 13.9% | $4.75万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $39.55万 | 0.38% | 905 | -100 | -10.0% | -$4.37万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC COM | $40.88万 | 0.39% | 5,684 | 381 | 7.2% | $2.74万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $41.22万 | 0.40% | 5,948 | -2,202 | -27.0% | -$15.26万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $43.53万 | 0.42% | 2,218 | -87 | -3.8% | -$1.71万 | 减仓 |
| SNOW | SNOWFLAKE INC COM SHS | $43.74万 | 0.42% | 2,900 | -50 | -1.7% | -$7,541 | 减仓 |
| VGT | VANGUARD INFORMATION TECHNOLOGY | $45.51万 | 0.44% | 652 | -565 | -46.4% | -$39.44万 | 减仓 |
| PKB | INVESCO BUILDING & CONSTRUCTION ETF | $45.98万 | 0.44% | 4,713 | 3,561 | 309.1% | $34.74万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $46.72万 | 0.45% | 1,510 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF | $47.03万 | 0.45% | 5,875 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $49.33万 | 0.48% | 1,944 | 2 | 0.1% | $507 | 加仓 |
| AEE | AMEREN CORP | $54.59万 | 0.53% | 4,966 | 8 | 0.2% | $879 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $56.90万 | 0.55% | 673 | 165 | 32.5% | $13.95万 | 加仓 |
| GILD | GILEAD SCIENCES INC COM | $57.22万 | 0.55% | 4,106 | 941 | 29.7% | $13.11万 | 加仓 |
| XSW | STATE STREET SPDR S&P SOFTWARE & SERVICES ETF | $57.87万 | 0.56% | 4,067 | -16,550 | -80.3% | -$235.48万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $57.92万 | 0.56% | 11,731 | -86 | -0.7% | -$4,246 | 减仓 |
| ABBV | ABBVIE INC COM | $58.41万 | 0.56% | 2,685 | 742 | 38.2% | $16.14万 | 加仓 |
| META | META PLATFORMS INC CL A | $60.22万 | 0.58% | 1,053 | 436 | 70.7% | $24.93万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $60.95万 | 0.59% | 2,493 | 9 | 0.4% | $2,200 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $62.10万 | 0.60% | 955 | 123 | 14.8% | $8.00万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $63.76万 | 0.62% | 5,943 | 697 | 13.3% | $7.48万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $64.45万 | 0.62% | 4,917 | 12 | 0.2% | $1,573 | 加仓 |
| V | VISA INC | $65.18万 | 0.63% | 2,157 | 3 | 0.1% | $907 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $67.42万 | 0.65% | 14,692 | 79 | 0.5% | $3,625 | 加仓 |
| ETR | ENTERGY CORP NEW COM | $68.73万 | 0.66% | 6,117 | 8 | 0.1% | $899 | 加仓 |
| MSFT | MICROSOFT | $69.28万 | 0.67% | 1,872 | 122 | 7.0% | $4.52万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $72.20万 | 0.70% | 2,454 | 675 | 37.9% | $19.86万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $72.20万 | 0.70% | 5,514 | 174 | 3.3% | $2.28万 | 加仓 |
| XLP | CONSUMER STAPLES SELECT SECTOR SPDR | $74.87万 | 0.72% | 9,133 | -772 | -7.8% | -$6.33万 | 减仓 |
| DTCR | GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF | $75.20万 | 0.73% | 31,386 | 14,682 | 87.9% | $35.18万 | 加仓 |
| IAU | ISHARES GOLD TRUST ETF | $78.00万 | 0.75% | 8,847 | 4,502 | 103.6% | $39.69万 | 加仓 |
| IYH | ISHARES TR DOW JONES U S HEALTHCARE | $85.11万 | 0.82% | 13,808 | 40 | 0.3% | $2,466 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $91.51万 | 0.88% | 13,006 | 1,252 | 10.7% | $8.81万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERWRI COM | $96.47万 | 0.93% | 60,031 | 34,979 | 139.6% | $56.21万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $101.28万 | 0.98% | 3,531 | 2 | 0.1% | $574 | 加仓 |
| RSP | GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT | $101.38万 | 0.98% | 5,283 | -737 | -12.2% | -$14.14万 | 减仓 |
| — | WELLS FARGO & CO PERP PFD CNV A | $102.22万 | 0.99% | 885 | 115 | 14.9% | $13.28万 | 加仓 |
| GOOGL | GOOGLE INC | $102.94万 | 0.99% | 3,580 | 137 | 4.0% | $3.94万 | 加仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $110.86万 | 1.07% | 21,818 | 11,561 | 112.7% | $58.74万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $118.82万 | 1.15% | 44,553 | 4,940 | 12.5% | $13.18万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $120.04万 | 1.16% | 11,323 | -1,834 | -13.9% | -$19.44万 | 减仓 |
| — | BANK AMERICA CORP 7.25CNV PFD L | $120.35万 | 1.16% | 1,010 | 150 | 17.4% | $17.87万 | 加仓 |
| — | FIDELITY CLOUD COMPUTING ETF | $120.91万 | 1.17% | 44,567 | -7,542 | -14.5% | -$20.46万 | 减仓 |
| AMZN | AMAZON.COM INC | $127.02万 | 1.23% | 6,099 | 1,481 | 32.1% | $30.84万 | 加仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $128.01万 | 1.24% | 8,253 | -809 | -8.9% | -$12.55万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $148.67万 | 1.43% | 8,992 | 643 | 7.7% | $10.63万 | 加仓 |
| IHI | ISHARES U.S. MEDICAL DEVICES ETF | $156.20万 | 1.51% | 29,278 | -2,105 | -6.7% | -$11.23万 | 减仓 |
| FBCG | FIDELITY BLUE CHIP GROWTH ETF | $160.36万 | 1.55% | 31,995 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $175.37万 | 1.69% | 16,036 | -1,414 | -8.1% | -$15.46万 | 减仓 |
| XLE | ENERGY SELECT SECTOR SPDR | $181.98万 | 1.76% | 29,705 | 1,021 | 3.6% | $6.25万 | 加仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $184.47万 | 1.78% | 31,228 | 2,860 | 10.1% | $16.89万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $205.13万 | 1.98% | 9,715 | -134 | -1.4% | -$2.83万 | 减仓 |
| WELL | HEALTH CARE REIT INC | $219.69万 | 2.12% | 11,112 | 1,722 | 18.3% | $34.04万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $222.58万 | 2.15% | 6,772 | 1,832 | 37.1% | $60.21万 | 加仓 |
| IVV | ISHARES S&P 500 INDEX | $231.21万 | 2.23% | 3,540 | -95 | -2.6% | -$6.20万 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $260.35万 | 2.51% | 23,003 | 956 | 4.3% | $10.82万 | 加仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $337.15万 | 3.25% | 53,790 | -2,501 | -4.4% | -$15.68万 | 减仓 |
| HDV | ISHARES TR HIGH DIVID EQUITY FD | $349.79万 | 3.38% | 25,773 | 736 | 2.9% | $9.99万 | 加仓 |
| SO | SOUTHERN CO COM | $356.34万 | 3.44% | 36,919 | 1,363 | 3.8% | $13.16万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $359.12万 | 3.47% | 44,363 | 1,753 | 4.1% | $14.19万 | 加仓 |
| FDVV | FIDELITY HIGH DIVIDEND ETF | $597.41万 | 5.77% | 108,147 | 6,538 | 6.4% | $36.12万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $597.75万 | 5.77% | 28,731 | 2,893 | 11.2% | $60.19万 | 加仓 |
| IYW | ISHARES DJ US TECHNOLOGY | $945.49万 | 9.13% | 52,116 | -482 | -0.9% | -$8.74万 | 减仓 |