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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -2,289 | -100.0% | -$38.84万 | 清仓 |
| DASH | DOORDASH INC CL A | $0 | 0.00% | 0 | -357 | -100.0% | -$5.36万 | 清仓 |
| ADSK | AUTODESK INC COM | $0 | 0.00% | 0 | -150 | -100.0% | -$3.59万 | 清仓 |
| VFH | VANGUARD FINANCIALS ETF | $0 | 0.00% | 0 | -285 | -100.0% | -$3.44万 | 清仓 |
| RBLX | ROBLOX CORP CL A | $0 | 0.00% | 0 | -520 | -100.0% | -$2.94万 | 清仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -251 | -100.0% | -$2.78万 | 清仓 |
| CMCSA | COMCAST CORP NEW CL A | $0 | 0.00% | 0 | -340 | -100.0% | -$9,759 | 清仓 |
| IBN | ICICI BANK LIMITED ADR | $0 | 0.00% | 0 | -275 | -100.0% | -$7,123 | 清仓 |
| TBIL | F/M US TREASURY 3 MONTH BILL FUND | $0 | 0.00% | 0 | -83 | -100.0% | -$4,138 | 清仓 |
| PFE | PFIZER INC COM | $0 | 0.00% | 0 | -100 | -100.0% | -$2,808 | 清仓 |
| VZ | VERIZON COMMUNICATIONS | $0 | 0.00% | 0 | -50 | -100.0% | -$2,510 | 清仓 |
| — | BLACKROCK FLOATING RATE INCOME COM | $0 | 0.00% | 0 | -201 | -100.0% | -$2,215 | 清仓 |
| — | ALLSPRING GLOBAL DIVIDEND OPPO COM | $0 | 0.00% | 0 | -260 | -100.0% | -$1,516 | 清仓 |
| — | FIDELITY ETHEREUM FUND ETF | $110 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| WRD | WERIDE INC SPONSORED ADS | $582 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC CL A SUB VTG SHS | $1,142 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID CAP | $1,617 | 0.00% | 20 | 20 | — | $1,617 | 新建仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1,666 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $1,719 | 0.00% | 25 | 25 | — | $1,719 | 新建仓 |
| DDOG | DATADOG INC CL A COM | $1,823 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD SMALL CAP ETF | $1,824 | 0.00% | 6 | 6 | — | $1,824 | 新建仓 |
| DIS | DISNEY WALT CO COM | $2,001 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV ORD SHS | $2,089 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| IFRA | ISHARES U.S. INFRASTRUCTURE ETF | $2,972 | 0.00% | 47 | -487 | -91.2% | -$3.08万 | 重新持有 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3,010 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $3,675 | 0.00% | 55 | 1 | 1.9% | $67 | 加仓 |
| CLOZ | ELDRIDGE BBB-B CLO ETF | $4,036 | 0.00% | 153 | 3 | 2.0% | $79 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $4,135 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| MUR | MURPHY OIL CORP COM | $4,233 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP COM CL A | $4,369 | 0.00% | 78 | 78 | — | $4,369 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | $4,574 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $4,744 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FELC | FIDELITY ENHANCED LARGE CAP CORE ETF | $5,085 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $5,450 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP COM | $5,728 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| AMRZ | AMRIZE LTD SHS | $6,663 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC COM | $7,227 | 0.01% | 531 | 15 | 2.9% | $204 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $7,335 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP COM SHS | $7,448 | 0.01% | 203 | 1 | 0.5% | $37 | 加仓 |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | $7,485 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD COM | $7,793 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC COM | $7,812 | 0.01% | 4 | 0 | 0.0% | — | 不变 |
| IDU | ISHARES DOW JONES US UTILITIES | $8,444 | 0.01% | 74 | 1 | 1.4% | $114 | 加仓 |
| NEM | NEWMONT CORP COM | $8,448 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| PMT | PENNYMAC MTG INVT TR COM | $9,024 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE SYS INC | $9,226 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REIT INDEX ETF | $9,643 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $9,824 | 0.01% | 73 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC COM | $9,875 | 0.01% | 17 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TRUST | $1.05万 | 0.01% | 196 | 0 | 0.0% | — | 不变 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $1.11万 | 0.01% | 70 | -130 | -65.0% | -$2.06万 | 减仓 |
| VLGEA | VILLAGE SUPER MKT INC CL A NEW | $1.13万 | 0.01% | 268 | 2 | 0.8% | $84 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF COMM COM | $1.15万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1.17万 | 0.01% | 160 | 0 | 0.0% | — | 不变 |
| DEI | DOUGLAS EMMETT INC COM | $1.25万 | 0.01% | 1,064 | 21 | 2.0% | $248 | 加仓 |
| IJR | ISHARES S&P SMALLCAP 600 ETF | $1.26万 | 0.01% | 85 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1.31万 | 0.01% | 395 | 378 | 2,223.5% | $1.26万 | 重新持有 |
| BDX | BECTON DICKINSON & CO COM | $1.36万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| — | STATE STREET SPDR S&P KENSHO FUTURE SECURITY ETF | $1.37万 | 0.01% | 122 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES NASDAQ BIOTECHNOLOGY | $1.43万 | 0.01% | 75 | 0 | 0.0% | — | 不变 |
| PUMP | PROPETRO HLDG CORP COM | $1.43万 | 0.01% | 1,000 | 1,000 | — | $1.43万 | 新建仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $1.50万 | 0.01% | 96 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES DJ US PHARMA INDEX F | $1.52万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC COM | $1.61万 | 0.01% | 41 | 1 | 2.5% | $394 | 加仓 |
| SLG | SL GREEN RLTY CORP COM | $1.64万 | 0.01% | 316 | 5 | 1.6% | $259 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $1.67万 | 0.01% | 75 | 1 | 1.4% | $223 | 加仓 |
| INTU | INTUIT INC | $1.70万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC COM | $1.72万 | 0.01% | 70 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC COM | $1.72万 | 0.01% | 32 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO AEROSPACE & DEFENSE ETF | $1.77万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $1.81万 | 0.01% | 308 | 1 | 0.3% | $59 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC COM | $1.88万 | 0.02% | 85 | 85 | — | $1.88万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $1.89万 | 0.02% | 175 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $1.90万 | 0.02% | 85 | -86 | -50.3% | -$1.93万 | 减仓 |
| NVS | NOVARTIS AG ADR | $1.92万 | 0.02% | 123 | 0 | 0.0% | — | 不变 |
| EQPT | EQUIPMENTSHARE COM INC COM CL A | $1.97万 | 0.02% | 1,000 | 1,000 | — | $1.97万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $2.04万 | 0.02% | 40 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $2.11万 | 0.02% | 204 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE COM | $2.12万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $2.25万 | 0.02% | 61 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $2.28万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $2.32万 | 0.02% | 788 | 2 | 0.3% | $59 | 加仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $2.34万 | 0.02% | 305 | 1 | 0.3% | $77 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $2.35万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC COM CL A | $2.35万 | 0.02% | 375 | -75 | -16.7% | -$4,697 | 减仓 |
| IWV | ISHARES RUSSELL 3000 ETF | $2.43万 | 0.02% | 57 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2.61万 | 0.02% | 210 | 1 | 0.5% | $124 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $2.70万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $2.76万 | 0.02% | 305 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $2.77万 | 0.02% | 53 | 0 | 0.0% | — | 不变 |
| UHAL | U HAUL HOLDING COMPANY COM | $2.81万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.87万 | 0.02% | 60 | 60 | — | $2.87万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS | $2.87万 | 0.02% | 284 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 COM | $2.94万 | 0.02% | 174 | 2 | 1.2% | $337 | 加仓 |
| RTX | RTX CORPORATION COM | $3.04万 | 0.02% | 160 | 0 | 0.0% | — | 不变 |
| CWB | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $3.10万 | 0.03% | 288 | 1 | 0.3% | $108 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $3.11万 | 0.03% | 42 | 17 | 68.0% | $1.26万 | 加仓 |
| VLUE | ISHARES MSCI USA VALUE FACTOR ETF | $3.15万 | 0.03% | 158 | 28 | 21.5% | $5,580 | 加仓 |
| FBT | FIRST TR EXCHANGE TRADED FD AMEX BIOTECHNOLOGY INDEX | $3.18万 | 0.03% | 128 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATIONAL RAILWAY CO | $3.20万 | 0.03% | 269 | 0 | 0.0% | — | 不变 |