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High Point Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

High Point Wealth Management, LLC

No.8774 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.22亿
环比变动 Q1 2026
+$1,863.4万+18.0%
持仓股票数
250
新买入
12
加仓
101
减仓
32
清仓
12
持股不变
105
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
IiShares安硕·U.S. TECHNOLOGY ETFIYW
10.47%9.13%$1,279.6万5.1万股$945.5万5.2万股-1,384股-2.66%减仓
F富达·MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC
6.87%5.77%$839.9万2.9万股$597.8万2.9万股+681股+2.37%加仓
F富达Covington信托FDVV
5.35%5.77%$653.6万10.8万股$597.4万10.8万股+258股+0.24%加仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
3.78%2.15%$461.7万7,205股$222.6万6,772股+433股+6.39%加仓
F第一信托·USTCIBR
3.74%3.25%$457.7万5.1万股$337.2万5.4万股-2,855股-5.31%减仓
PUBLIC SVC ENTERPRISE COMPEG
2.96%3.47%$361.7万4.5万股$359.1万4.4万股+209股+0.47%加仓
南方电力SO
2.92%3.44%$357.4万3.7万股$356.3万3.7万股+420股+1.14%加仓
IiShares安硕信托HDV
2.92%3.38%$356.8万13.0万股$349.8万2.6万股+10.4万股+405.01%加仓
IiShares安硕信托IVV
2.17%2.23%$265.6万3,547股$231.2万3,540股+7股+0.20%加仓
WELLTOWER COMWELL
2.14%2.12%$261.8万1.2万股$219.7万1.1万股+423股+3.81%加仓
爱迪生联合电气ED
2.1%2.51%$256.8万2.3万股$260.3万2.3万股+211股+0.92%加仓
IiShares安硕·S&PIVE
1.87%1.98%$228.1万1.0万股$205.1万9,715股+332股+3.42%加仓
FFIDELITY MSCI UTILS INDEX ETFFUTY
1.75%1.78%$213.8万3.7万股$184.5万3.1万股+5,366股+17.18%加仓
F第一信托交易所交易基金SKYY
1.74%1.69%$213.1万1.6万股$175.4万1.6万股-200股-1.25%减仓
FFIDELITY CLOUD COMPUTING ETFFCLD
1.4%1.17%$171.5万4.4万股$120.9万4.5万股-401股-0.90%减仓
PHILIP MORRIS INTLPM
1.34%1.43%$163.8万9,057股$148.7万8,992股+65股+0.72%加仓
NUVEEN NASDAQ 100 DYNAMIC OVQQQX
1.33%1.15%$162.2万5.4万股$118.8万4.5万股+9,251股+20.76%加仓
F富达Covington信托FBCG
1.33%1.55%$162.1万2.6万股$160.4万3.2万股-5,900股-18.44%减仓
SSPDR行业精选信托XLE
1.31%1.76%$160.3万3.0万股$182.0万3.0万股+483股+1.63%加仓
IiShares安硕·S&PIUSG
1.27%1.24%$155.4万8,261股$128.0万8,253股+8股+0.10%加仓
亚马逊AMZN
1.2%1.23%$146.9万6,164股$127.0万6,099股+65股+1.07%加仓
BBANK AMERICA CORP 7.25CNV PFD LBAC
1.09%1.16%$133.0万1,060股$120.3万1,010股+50股+4.95%加仓
GGlobal X基金PAVE
1.09%1.07%$133.0万2.3万股$110.9万2.2万股+747股+3.42%加仓
谷歌AGOOGL
1.05%0.99%$128.0万3,581股$102.9万3,580股+1股+0.03%加仓
PProShares信托NOBL
1.04%1.16%$127.6万2.3万股$120.0万1.1万股+1.1万股+100.64%加仓
GGlobal X基金DTCR
1.03%0.73%$126.2万4.2万股$75.2万3.1万股+1.0万股+32.41%加仓
AAlphabet Inc Class CGOOG
1.02%0.98%$124.8万3,532股$101.3万3,531股+1股+0.03%加仓
IiShares安硕·U.S. MEDICAL DEVICES ETFIHI
0.94%1.51%$114.6万2.3万股$156.2万2.9万股-6,088股-20.79%减仓
I景顺交易所交易基金信托RSP
0.92%0.98%$112.6万5,294股$101.4万5,283股+11股+0.21%加仓
NUVEEN S&P 500 DYNAMIC OVERWSPXX
0.92%0.93%$112.1万6.0万股$96.5万6.0万股+89股+0.15%加仓
W富国银行WFC
0.9%0.99%$110.5万955股$102.2万885股+70股+7.91%加仓
IiShares安硕信托IDGT
0.87%0.3%$106.7万8,910股$31.0万3,165股+5,745股+181.52%加仓
EETF系列解决方案QTUM
0.83%0.62%$101.6万6,146股$63.8万5,943股+203股+3.42%加仓
FFIDELITY MSCI HEALTH CARE INDEX ETFFHLC
0.82%0.88%$100.8万1.3万股$91.5万1.3万股+43股+0.33%加仓
IiShares安硕·U.S. HEALTHCARE ETFIYH
0.74%0.82%$89.9万1.3万股$85.1万1.4万股-394股-2.85%减仓
SSPDR SER TR S&PXSD
0.7%0.33%$85.7万1,375股$34.4万1,053股+322股+30.58%加仓
摩根大通JPM
0.66%0.7%$81.2万2,482股$72.2万2,454股+28股+1.14%加仓
杜克能源DUK
0.63%0.7%$77.6万6,132股$72.2万5,514股+618股+11.21%加仓
SNOWFLAKE COM SHSSNOW
0.6%0.42%$73.8万2,900股$43.7万2,900股00.00%持仓不变
SSPDR标普500 ETFSPY
0.59%0.6%$72.1万966股$62.1万955股+11股+1.15%加仓
SSPDR行业精选信托XLP
0.59%0.72%$71.9万8,655股$74.9万9,133股-478股-5.23%减仓
高盛GS
0.58%0.55%$70.3万695股$56.9万673股+22股+3.27%加仓
微软MSFT
0.57%0.67%$69.9万1,873股$69.3万1,872股+1股+0.05%加仓
VisaV
0.56%0.63%$68.2万1,989股$65.2万2,157股-168股-7.79%减仓
艾伯维ABBV
0.55%0.56%$67.8万2,694股$58.4万2,685股+9股+0.34%加仓
美国电力AEP
0.55%0.62%$67.4万4,929股$64.5万4,917股+12股+0.24%加仓
SSPDR行业精选信托XLU
0.55%0.65%$66.9万1.5万股$67.4万1.5万股+74股+0.50%加仓
IiShares黄金信托IAU
0.53%0.75%$64.5万8,547股$78.0万8,847股-300股-3.39%减仓
强生JNJ
0.52%0.59%$63.6万2,503股$60.9万2,493股+10股+0.40%加仓
EntergyETR
0.51%0.66%$62.3万5,425股$68.7万6,117股-692股-11.31%减仓

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