Basepoint Wealth LLC 13F 持仓 · 2026年Q2
Basepoint Wealth 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 630 只证券，申报市值合计 1.75 亿美元。前几大持仓：PHYS（12.62%）、XLU（10.04%）、PSLV（9.34%）。本季前 25 大持仓中：增持 11 只、减持 14 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $22.1M | 12.62% | 730,965 | 减持 |
| 2 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $17.5M | 10.04% | 387,019 | 增持 |
| 3 | PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $16.3M | 9.34% | 865,438 | 减持 |
| 4 | AKRE | AKRE FOCUS ETF | $10.2M | 5.85% | 192,329 | 减持 |
| 5 | DE | DEERE & CO COM | $7.4M | 4.26% | 11,737 | 减持 |
| 6 | BRKB | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.9M | 2.80% | 9,781 | 减持 |
| 7 | PEO | ADAM NAT RES FD INC COM | $4.0M | 2.29% | 162,138 | 减持 |
| 8 | AAPL | APPLE INC COM | $3.7M | 2.10% | 12,664 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION COM | $3.0M | 1.74% | 15,184 | 增持 |
| 10 | INGR | INGREDION INC COM | $2.5M | 1.45% | 26,789 | 增持 |
| 11 | GD | GENERAL DYNAMICS CORP COM | $2.3M | 1.31% | 6,454 | 减持 |
| 12 | MSFT | MICROSOFT CORP COM | $2.2M | 1.23% | 5,774 | 增持 |
| 13 | VZ | VERIZON COMMUNICATIONS INC COM | $1.9M | 1.07% | 44,292 | 增持 |
| 14 | ABBV | ABBVIE INC COM | $1.8M | 1.00% | 6,960 | 减持 |
| 15 | ZM | ZOOM COMMUNICATIONS INC CL A | $1.7M | 0.96% | 19,393 | 增持 |
| 16 | PEP | PEPSICO INC COM | $1.6M | 0.93% | 12,019 | 减持 |
| 17 | SPHQ | INVESCO S&P 500 QUALITY ETF | $1.6M | 0.91% | 17,603 | 减持 |
| 18 | TGT | TARGET CORP COM | $1.6M | 0.90% | 12,084 | 增持 |
| 19 | GOOG | ALPHABET INC CAP STK CL C | $1.6M | 0.89% | 4,390 | 减持 |
| 20 | IBTI | ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $1.5M | 0.84% | 66,663 | 增持 |
| 21 | TPR | TAPESTRY INC COM | $1.3M | 0.76% | 9,024 | 减持 |
| 22 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $1.3M | 0.74% | 20,138 | 增持 |
| 23 | CAT | CATERPILLAR INC COM | $1.2M | 0.71% | 1,171 | 减持 |
| 24 | LNT | ALLIANT ENERGY CORP COM | $1.2M | 0.71% | 16,230 | 减持 |
| 25 | BFB | BROWN FORMAN CORP CL B | $1.2M | 0.70% | 46,012 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR