LiftPoint Family Wealth Advisors LLC
FAR HILLS NJ · SEC CIK 0002110810
$1.48亿2026Q2 申报市值
69持仓数
64.3%前十大占比 · 第一大 18.8%
13 / 2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
IVV 加仓+$789.26万
CORO 新建仓+$223.47万
NVDA 加仓+$74.53万
AAPL 加仓+$68.46万
PWR 新建仓+$60.56万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$262.09万
EFV 减仓-$244.39万
IEMG 减仓-$162.19万
IVE 减仓-$130.15万
THRO 减仓-$94.04万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,767.32万 | 18.75% | 36,952 | 10,539 | 39.9% | $789.26万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,272.99万 | 8.63% | 187,176 | 3,246 | 1.8% | $22.08万 | 加仓 |
| IVW | ISHARES TR | $1,093.48万 | 7.41% | 79,508 | 1,066 | 1.4% | $14.66万 | 加仓 |
| IEMG | ISHARES INC | $884.86万 | 6.00% | 106,815 | -19,579 | -15.5% | -$162.19万 | 减仓 |
| IVE | ISHARES TR | $799.14万 | 5.42% | 35,195 | -5,732 | -14.0% | -$130.15万 | 减仓 |
| EFG | ISHARES TR | $659.30万 | 4.47% | 52,990 | 2,907 | 5.8% | $36.17万 | 加仓 |
| EFV | ISHARES TR | $626.92万 | 4.25% | 81,897 | -31,925 | -28.0% | -$244.39万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $508.55万 | 3.45% | 96,462 | -10,537 | -9.8% | -$55.55万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $488.07万 | 3.31% | 113,214 | -21,815 | -16.2% | -$94.04万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $394.57万 | 2.67% | 78,335 | 8,421 | 12.0% | $42.42万 | 加仓 |
| AAPL | APPLE INC | $392.66万 | 2.66% | 13,570 | 2,366 | 21.1% | $68.46万 | 加仓 |
| LMUB | ISHARES TR | $365.28万 | 2.48% | 71,316 | 5,624 | 8.6% | $28.81万 | 加仓 |
| MUB | ISHARES TR | $324.37万 | 2.20% | 30,140 | -379 | -1.2% | -$4.08万 | 减仓 |
| QUAL | ISHARES TR | $283.61万 | 1.92% | 12,925 | -11,944 | -48.0% | -$262.09万 | 减仓 |
| MTUM | ISHARES TR | $241.77万 | 1.64% | 7,052 | -2,436 | -25.7% | -$83.52万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $223.47万 | 1.51% | 61,058 | 61,058 | — | $223.47万 | 新建仓 |
| IDEF | BLACKROCK ETF TRUST | $210.50万 | 1.43% | 66,237 | 11,673 | 21.4% | $37.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $202.51万 | 1.37% | 10,121 | 3,725 | 58.2% | $74.53万 | 加仓 |
| — | EXXON MOBIL CORP | $179.91万 | 1.22% | 13,159 | 197 | 1.5% | $2.69万 | 加仓 |
| MUNI | PIMCO ETF TR | $178.25万 | 1.21% | 33,888 | 1,348 | 4.1% | $7.09万 | 加仓 |
| LLY | ELI LILLY & CO | $160.00万 | 1.08% | 1,334 | 208 | 18.5% | $24.95万 | 加仓 |
| IUSB | ISHARES TR | $156.30万 | 1.06% | 33,868 | 10,302 | 43.7% | $47.54万 | 加仓 |
| MINO | PIMCO ETF TR | $130.41万 | 0.88% | 28,498 | 1,702 | 6.4% | $7.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $116.87万 | 0.79% | 3,133 | 1,140 | 57.2% | $42.52万 | 加仓 |
| ITA | ISHARES TR | $108.41万 | 0.73% | 4,472 | 163 | 3.8% | $3.95万 | 加仓 |
| IYW | ISHARES TR | $107.73万 | 0.73% | 4,271 | -561 | -11.6% | -$14.15万 | 减仓 |
| WMT | WALMART INC | $98.82万 | 0.67% | 8,725 | 1,041 | 13.5% | $11.79万 | 加仓 |
| USMV | ISHARES TR | $88.73万 | 0.60% | 9,199 | 427 | 4.9% | $4.12万 | 加仓 |
| SGOV | ISHARES TR | $84.14万 | 0.57% | 8,358 | 3,633 | 76.9% | $36.57万 | 加仓 |
| OEF | ISHARES TR | $79.65万 | 0.54% | 2,177 | -417 | -16.1% | -$15.26万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $71.78万 | 0.49% | 2,193 | 1,062 | 93.9% | $34.76万 | 加仓 |
| EMXC | ISHARES INC | $69.11万 | 0.47% | 6,756 | -161 | -2.3% | -$1.65万 | 减仓 |
| GOOGL | ALPHABET INC | $68.65万 | 0.47% | 1,921 | 930 | 93.8% | $33.24万 | 加仓 |
| AMZN | AMAZON COM INC | $67.66万 | 0.46% | 2,839 | 1,464 | 106.5% | $34.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $64.29万 | 0.44% | 4,068 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $61.54万 | 0.42% | 1,629 | 710 | 77.3% | $26.82万 | 加仓 |
| PWR | QUANTA SVCS INC | $60.56万 | 0.41% | 841 | 841 | — | $60.56万 | 新建仓 |
| PYLD | PIMCO ETF TR | $59.94万 | 0.41% | 22,600 | 979 | 4.5% | $2.60万 | 加仓 |
| ABBV | ABBVIE INC | $53.57万 | 0.36% | 2,129 | 221 | 11.6% | $5.56万 | 加仓 |
| BOND | PIMCO ETF TR | $52.40万 | 0.36% | 5,683 | 384 | 7.2% | $3.54万 | 加仓 |
| CVX | CHEVRON CORPORATION | $51.75万 | 0.35% | 3,122 | 1,144 | 57.8% | $18.96万 | 加仓 |
| GOOG | ALPHABET INC | $50.95万 | 0.35% | 1,442 | 599 | 71.1% | $21.16万 | 加仓 |
| IAU | ISHARES GOLD TR | $47.90万 | 0.32% | 6,343 | -104 | -1.6% | -$7,853 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $46.03万 | 0.31% | 9,025 | 4,910 | 119.3% | $25.04万 | 加仓 |
| TLH | ISHARES TR | $44.27万 | 0.30% | 4,412 | -2,557 | -36.7% | -$25.66万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $42.52万 | 0.29% | 732 | 732 | — | $42.52万 | 新建仓 |
| HD | HOME DEPOT INC | $39.78万 | 0.27% | 1,128 | 35 | 3.2% | $1.23万 | 重新持有 |
| META | META PLATFORMS INC | $38.59万 | 0.26% | 685 | 323 | 89.2% | $18.19万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $36.73万 | 0.25% | 993 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $36.42万 | 0.25% | 866 | 320 | 58.6% | $13.46万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $35.72万 | 0.24% | 12,736 | 12,736 | — | $35.72万 | 新建仓 |
| GOVT | ISHARES TR | $30.83万 | 0.21% | 13,534 | 1,348 | 11.1% | $3.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.87万 | 0.20% | 597 | 597 | — | $29.87万 | 新建仓 |
| PMBS | PIMCO ETF TR | $29.43万 | 0.20% | 5,960 | 457 | 8.3% | $2.26万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $26.80万 | 0.18% | 2,729 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $26.76万 | 0.18% | 1,956 | -160 | -7.6% | -$2.19万 | 减仓 |
| WFC | WELLS FARGO & CO | $25.71万 | 0.17% | 3,111 | 357 | 13.0% | $2.95万 | 加仓 |
| MBB | ISHARES TR | $25.56万 | 0.17% | 2,704 | 323 | 13.6% | $3.05万 | 加仓 |
| URI | UNITED RENTALS INC | $25.49万 | 0.17% | 225 | 225 | — | $25.49万 | 新建仓 |
| V | VISA INC | $25.32万 | 0.17% | 738 | 738 | — | $25.32万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $24.82万 | 0.17% | 215 | 215 | — | $24.82万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.71万 | 0.17% | 995 | 104 | 11.7% | $2.58万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $23.98万 | 0.16% | 1,635 | 1,635 | — | $23.98万 | 新建仓 |
| KO | COCA COLA CO | $23.67万 | 0.16% | 2,912 | 2,912 | — | $23.67万 | 新建仓 |
| CAT | CATERPILLAR INC | $23.00万 | 0.16% | 216 | 216 | — | $23.00万 | 新建仓 |
| GGOV | BLACKROCK ETF TRUST II | $21.27万 | 0.14% | 4,230 | 4,230 | — | $21.27万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $20.53万 | 0.14% | 2,530 | -336 | -11.7% | -$2.73万 | 重新持有 |
| C | CITIGROUP INC | $20.42万 | 0.14% | 1,459 | 1,459 | — | $20.42万 | 新建仓 |
| — | APPLE INC 看跌期权 | $6,300 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -6,327 | -100.0% | -$31.66万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -443 | -100.0% | -$21.02万 | 清仓 |