Element Pointe Advisors, LLC 13F 持仓 · 2026年Q2
Element Pointe Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 90 只证券，申报市值合计 6.21 亿美元。前几大持仓：IVV（37.76%）、SPY（8.69%）、IEFA（5.11%）。本季前 25 大持仓中：新建仓 1 只、增持 18 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Tr | $234.5M | 37.76% | 313,184 | 增持 |
| 2 | SPY | State Str Spdr S&P 500 Etf T | $54.0M | 8.69% | 72,251 | 持平 |
| 3 | IEFA | Ishares Tr | $31.8M | 5.11% | 328,745 | 增持 |
| 4 | XTN | Spdr Series Trust | $27.5M | 4.43% | 237,784 | 增持 |
| 5 | SHY | Ishares Tr | $27.3M | 4.39% | 332,037 | 增持 |
| 6 | IHF | Ishares Tr | $26.7M | 4.29% | 482,108 | 增持 |
| 7 | JPIE | J P Morgan Exchange Traded F | $22.3M | 3.60% | 485,022 | 增持 |
| 8 | VGSH | Vanguard Scottsdale Fds | $19.0M | 3.06% | 326,174 | 增持 |
| 9 | QUAL | Ishares Tr | $15.5M | 2.50% | 70,691 | 减持 |
| 10 | EWJ | Ishares Inc | $15.3M | 2.47% | 164,237 | 增持 |
| 11 | IVW | Ishares Tr | $11.8M | 1.90% | 85,698 | 减持 |
| 12 | NVDA | Nvidia Corporation | $11.7M | 1.89% | 58,581 | 增持 |
| 13 | GOOGL | Alphabet Inc | $9.4M | 1.52% | 26,428 | 减持 |
| 14 | VUG | Vanguard Index Fds | $8.9M | 1.44% | 103,752 | 增持 |
| 15 | DFIS | Dimensional Etf Trust | $8.6M | 1.39% | 246,108 | 新建仓 |
| 16 | VOO | Vanguard Index Fds | $8.2M | 1.32% | 11,911 | 持平 |
| 17 | GLDM | World Gold Tr | $7.6M | 1.23% | 95,869 | 增持 |
| 18 | AAPL | Apple Inc | $5.2M | 0.84% | 17,961 | 增持 |
| 19 | VTEB | Vanguard Mun Bd Fds | $5.0M | 0.81% | 99,015 | 增持 |
| 20 | IWF | Ishares Tr | $3.5M | 0.56% | 27,972 | 增持 |
| 21 | MDY | State Str Spdr S&P Midcap 40 | $3.2M | 0.51% | 4,500 | 持平 |
| 22 | IBIT | Ishares Bitcoin Trust Etf | $3.1M | 0.50% | 92,524 | 增持 |
| 23 | FBTC | Fidelity Wise Origin Bitcoin | $3.1M | 0.49% | 60,029 | 增持 |
| 24 | GOOG | Alphabet Inc | $2.8M | 0.45% | 7,906 | 增持 |
| 25 | AVGO | Broadcom Inc | $2.6M | 0.42% | 6,930 | 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