13FBOX
Basepoint Wealth LLC · 13F 持仓分析
期权收益计算器 机构排行

Basepoint Wealth LLC

No.7610 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.75亿
环比变动 Q1 2026
-$6,7810.0%
持仓股票数
630
新买入
66
加仓
222
减仓
138
清仓
78
持股不变
204
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS
12.62%15.98%$2,205.3万73.1万股$2,793.8万78.8万股-5.7万股-7.28%减仓
SSPDR行业精选信托XLU
10.04%3.24%$1,754.7万38.7万股$566.4万12.3万股+26.4万股+213.58%加仓
SSPROTT PHYSICAL SILVER ESLVR
9.34%13.59%$1,633.1万86.5万股$2,375.2万97.4万股-10.8万股-11.13%减仓
PPROFESIONALLY MANAGED PORTFOAKRE
5.85%10.14%$1,023.0万19.2万股$1,773.2万33.6万股-14.3万股-42.68%减仓
迪尔DE
4.26%3.8%$744.5万1.2万股$664.5万1.2万股-60股-0.51%减仓
伯克希尔哈撒韦BRK.B
2.8%2.77%$489.4万9,781股$485.0万1.0万股-339股-3.35%减仓
AADAMS NATURALPEO
2.29%2.64%$400.8万16.2万股$461.5万16.6万股-3,860股-2.33%减仓
苹果AAPL
2.1%1.81%$366.4万1.3万股$316.7万1.2万股+186股+1.49%加仓
英伟达NVDA
1.74%1.48%$303.8万1.5万股$258.6万1.5万股+355股+2.39%加仓
INGREDION COMINGR
1.45%1.56%$253.7万2.7万股$273.2万2.4万股+2,541股+10.48%加仓
通用动力GD
1.31%1.33%$228.6万6,454股$232.8万6,784股-330股-4.86%减仓
微软MSFT
1.23%1.06%$215.4万5,774股$184.8万4,992股+782股+15.67%加仓
威瑞森VZ
1.07%1.01%$187.5万4.4万股$175.9万3.5万股+9,245股+26.38%加仓
艾伯维ABBV
1%0.87%$175.1万6,960股$152.9万7,030股-70股-1.00%减仓
ZoomZM
0.96%0.73%$167.4万1.9万股$127.8万1.6万股+3,491股+21.95%加仓
百事可乐PEP
0.93%1.09%$162.7万1.2万股$191.1万1.2万股-288股-2.34%减仓
I景顺·S&PSPHQ
0.91%0.81%$158.6万1.8万股$142.0万1.9万股-1,281股-6.78%减仓
TARGET COMTGT
0.9%0.35%$157.8万1.2万股$60.5万4,993股+7,091股+142.02%加仓
AAlphabet Inc Class CGOOG
0.89%0.73%$155.1万4,390股$128.0万4,461股-71股-1.59%减仓
IiShares安硕信托IBTI
0.84%0.29%$147.6万6.7万股$51.0万2.3万股+4.4万股+191.42%加仓
TapestryTPR
0.76%1.22%$132.1万9,024股$213.8万1.5万股-6,125股-40.43%减仓
GGE医疗GEHC
0.74%0.3%$128.9万2.0万股$52.9万7,427股+1.3万股+171.15%加仓
卡特彼勒CAT
0.71%0.5%$124.7万1,171股$87.7万1,237股-66股-5.34%减仓
ALLIANT ENERGY COMLNT
0.71%0.7%$123.8万1.6万股$122.8万1.7万股-880股-5.14%减仓
BBROWN FORMANBF.B
0.7%0.31%$122.6万4.6万股$53.5万2.0万股+2.6万股+127.48%加仓
IiShares安硕·COREIJH
0.68%0.6%$119.0万1.5万股$104.1万1.5万股+22股+0.14%加仓
PRICE T ROWE COMTROW
0.68%0.29%$118.1万1.0万股$50.3万5,576股+4,809股+86.24%加仓
雷神技术RTX
0.67%0.69%$118.0万6,218股$120.2万6,234股-16股-0.26%减仓
PPENSKE AUTOMOTIVE GROUPPAG
0.62%0.27%$107.6万6,014股$46.4万3,101股+2,913股+93.94%加仓
应用材料AMAT
0.6%0.3%$105.7万1,462股$52.4万1,534股-72股-4.69%减仓
PPRINCIPAL FINANCIAL INPFG
0.59%0.5%$103.7万9,623股$86.5万9,603股+20股+0.21%加仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
0.59%0.54%$103.5万2.1万股$94.9万1.9万股+2,598股+13.91%加仓
阿默普莱斯AMP
0.57%0.55%$100.4万2,188股$96.9万2,180股+8股+0.37%加仓
B纽约梅隆银行BK
0.56%0.46%$98.7万6,826股$80.8万6,807股+19股+0.28%加仓
ADOBE COMADBE
0.56%0.28%$98.0万4,781股$48.9万2,013股+2,768股+137.51%加仓
N新纪元能源NEE
0.55%0.66%$96.5万1.1万股$116.0万1.2万股-1,498股-11.99%减仓
WEST BANCORPORATION INC CAP STKWTBA
0.53%0.48%$93.3万3.5万股$83.9万3.5万股-121股-0.34%减仓
仲量联行JLL
0.49%0.52%$85.2万2,749股$90.4万2,969股-220股-7.41%减仓
美国运通AXP
0.48%0.47%$84.5万2,498股$82.0万2,709股-211股-7.79%减仓
宝洁PG
0.48%0.44%$84.5万5,761股$76.3万5,282股+479股+9.07%加仓
埃克森美孚XOM
0.47%0.58%$81.5万5,959股$101.2万5,965股-6股-0.10%减仓
康菲石油COP
0.45%0.58%$79.2万7,621股$101.9万7,722股-101股-1.31%减仓
3M COMMMM
0.45%0.45%$78.6万4,855股$78.7万5,420股-565股-10.42%减仓
MCKESSON COMMCK
0.45%0.52%$78.0万1,032股$90.1万1,041股-9股-0.86%减仓
GE航空GE
0.43%0.33%$75.8万2,029股$58.1万2,048股-19股-0.93%减仓
AATIATI
0.43%0.45%$75.3万3,821股$78.8万5,414股-1,593股-29.42%减仓
Phillips 66PSX
0.4%0.45%$70.4万4,165股$79.2万4,345股-180股-4.14%减仓
摩根大通JPM
0.4%0.4%$69.2万2,113股$69.8万2,373股-260股-10.96%减仓
S嘉信策略信托SCHF
0.39%0.35%$68.8万2.5万股$61.1万2.5万股+119股+0.48%加仓
S嘉信策略信托SCHD
0.36%0.35%$63.2万2.0万股$60.6万2.0万股+174股+0.88%加仓

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