LiftPoint Family Wealth Advisors LLC
FAR HILLS NJ · SEC CIK 0002110810
$1.21亿2026Q1 申报市值
56持仓数
67.5%前十大占比 · 第一大 14.3%
10 / 3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
LMUB 新建仓+$328.00万
EFG 加仓+$297.03万
BLCR 新建仓+$287.07万
IVV 加仓+$261.35万
IDEF 新建仓+$178.53万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$527.58万
TLH 减仓-$138.94万
ITA 减仓-$125.32万
HIMU 清仓-$103.74万
IYW 减仓-$98.84万
2026Q1 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 | $1,725.35万 | 14.29% | 26,413 | 4,001 | 17.9% | $261.35万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,070.11万 | 8.86% | 183,930 | -1,466 | -0.8% | -$8.53万 | 减仓 |
| IVW | ISHARES TR | $887.25万 | 7.35% | 78,442 | 4,094 | 5.5% | $46.31万 | 加仓 |
| IEMG | ISHARES INC | $881.60万 | 7.30% | 126,394 | 6,137 | 5.1% | $42.81万 | 加仓 |
| IVE | ISHARES TR | $864.17万 | 7.16% | 40,927 | 420 | 1.0% | $8.87万 | 加仓 |
| EFV | ISHARES TR | $846.27万 | 7.01% | 113,822 | -548 | -0.5% | -$4.07万 | 减仓 |
| EFG | ISHARES TR | $557.77万 | 4.62% | 50,083 | 26,671 | 113.9% | $297.03万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $489.08万 | 4.05% | 135,029 | 9,661 | 7.7% | $34.99万 | 加仓 |
| QUAL | ISHARES TR | $477.02万 | 3.95% | 24,869 | 1,055 | 4.4% | $20.24万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $352.56万 | 2.92% | 106,999 | 25,324 | 31.0% | $83.44万 | 加仓 |
| LMUB | ISHARES TR | $328.00万 | 2.72% | 65,692 | 65,692 | — | $328.00万 | 新建仓 |
| MUB | ISHARES TR | $323.96万 | 2.68% | 30,519 | -794 | -2.5% | -$8.43万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $287.07万 | 2.38% | 69,914 | 69,914 | — | $287.07万 | 新建仓 |
| AAPL | APPLE INC | $284.35万 | 2.35% | 11,204 | 403 | 3.7% | $10.23万 | 加仓 |
| MTUM | ISHARES TR | $227.71万 | 1.89% | 9,488 | 481 | 5.3% | $11.54万 | 加仓 |
| — | EXXON MOBIL CORP | $219.91万 | 1.82% | 12,962 | -893 | -6.4% | -$15.15万 | 减仓 |
| IDEF | BLACKROCK ETF TRUST | $178.53万 | 1.48% | 54,564 | 54,564 | — | $178.53万 | 新建仓 |
| MUNI | PIMCO ETF TR | $169.83万 | 1.41% | 32,540 | -340 | -1.0% | -$1.77万 | 减仓 |
| MINO | PIMCO ETF TR | $121.04万 | 1.00% | 26,796 | -57 | -0.2% | -$2,575 | 减仓 |
| NVDA | NVIDIA CORPORATION | $111.55万 | 0.92% | 6,396 | 1,111 | 21.0% | $19.38万 | 加仓 |
| IUSB | ISHARES TR | $108.85万 | 0.90% | 23,566 | 749 | 3.3% | $3.46万 | 加仓 |
| LLY | ELI LILLY & CO | $103.57万 | 0.86% | 1,126 | 3 | 0.3% | $2,759 | 加仓 |
| WMT | WALMART INC | $95.50万 | 0.79% | 7,684 | -147 | -1.9% | -$1.83万 | 减仓 |
| ITA | ISHARES TR | $94.26万 | 0.78% | 4,309 | -5,729 | -57.1% | -$125.32万 | 减仓 |
| IYW | ISHARES TR | $87.66万 | 0.73% | 4,832 | -5,448 | -53.0% | -$98.84万 | 减仓 |
| OEF | ISHARES TR | $82.51万 | 0.68% | 2,594 | -16,587 | -86.5% | -$527.58万 | 减仓 |
| USMV | ISHARES TR | $81.35万 | 0.67% | 8,772 | 2,023 | 30.0% | $18.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $73.77万 | 0.61% | 1,993 | 186 | 10.3% | $6.89万 | 加仓 |
| TLH | ISHARES TR | $70.19万 | 0.58% | 6,969 | -13,795 | -66.4% | -$138.94万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $60.25万 | 0.50% | 4,068 | 4,068 | — | $60.25万 | 新建仓 |
| IAU | ISHARES GOLD TR | $56.84万 | 0.47% | 6,447 | -9,192 | -58.8% | -$81.04万 | 减仓 |
| PYLD | PIMCO ETF TR | $56.65万 | 0.47% | 21,621 | 2,383 | 12.4% | $6.24万 | 加仓 |
| EMXC | ISHARES INC | $54.41万 | 0.45% | 6,917 | -2,766 | -28.6% | -$21.76万 | 减仓 |
| BOND | PIMCO ETF TR | $48.90万 | 0.40% | 5,299 | 339 | 6.8% | $3.13万 | 加仓 |
| SGOV | ISHARES TR | $47.56万 | 0.39% | 4,725 | 4,725 | — | $47.56万 | 新建仓 |
| ABBV | ABBVIE INC | $41.50万 | 0.34% | 1,908 | -146 | -7.1% | -$3.18万 | 减仓 |
| CVX | CHEVRON CORPORATION | $40.92万 | 0.34% | 1,978 | -131 | -6.2% | -$2.71万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $33.27万 | 0.28% | 1,131 | 51 | 4.7% | $1.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $31.84万 | 0.26% | 993 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $31.66万 | 0.26% | 6,327 | 239 | 3.9% | $1.20万 | 加仓 |
| AMZN | AMAZON COM INC | $28.64万 | 0.24% | 1,375 | 46 | 3.5% | $9,580 | 加仓 |
| GOOGL | ALPHABET INC | $28.50万 | 0.24% | 991 | 126 | 14.6% | $3.62万 | 加仓 |
| AVGO | BROADCOM INC | $28.44万 | 0.24% | 919 | 135 | 17.2% | $4.18万 | 加仓 |
| GOVT | ISHARES TR | $27.92万 | 0.23% | 12,186 | 12,186 | — | $27.92万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $27.74万 | 0.23% | 2,116 | -137 | -6.1% | -$1.80万 | 减仓 |
| PMBS | PIMCO ETF TR | $27.29万 | 0.23% | 5,503 | -60 | -1.1% | -$2,976 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.72万 | 0.21% | 2,729 | 2,729 | — | $25.72万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $24.88万 | 0.21% | 891 | -1 | -0.1% | -$279 | 减仓 |
| GOOG | ALPHABET INC | $24.18万 | 0.20% | 843 | -22 | -2.5% | -$6,311 | 减仓 |
| MBB | ISHARES TR | $22.61万 | 0.19% | 2,381 | 40 | 1.7% | $3,798 | 加仓 |
| WFC | WELLS FARGO & CO | $21.92万 | 0.18% | 2,754 | 83 | 3.1% | $6,608 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $21.02万 | 0.17% | 443 | 443 | — | $21.02万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $20.98万 | 0.17% | 4,115 | 4,115 | — | $20.98万 | 新建仓 |
| META | META PLATFORMS INC | $20.71万 | 0.17% | 362 | -41 | -10.2% | -$2.35万 | 减仓 |
| TSLA | TESLA INC | $20.30万 | 0.17% | 546 | 53 | 10.8% | $1.97万 | 加仓 |
| — | APPLE INC 看跌期权 | $2.36万 | 0.02% | 20 | 20 | — | $2.36万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -21,310 | -100.0% | -$103.74万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -2,386 | -100.0% | -$34.24万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,208 | -100.0% | -$24.53万 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |