WealthPoint Financial, LLC 13F 持仓 · 2026年Q2
WealthPoint Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 126 只证券，申报市值合计 1.37 亿美元。前几大持仓：SPYM（9.64%）、DYNF（3.79%）、IVW（3.67%）。本季前 25 大持仓中：增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $13.2M | 9.64% | 150,414 | 增持 |
| 2 | DYNF | BLACKROCK ETF TRUST | $5.2M | 3.79% | 76,506 | 增持 |
| 3 | IVW | ISHARES TR | $5.0M | 3.67% | 36,630 | 增持 |
| 4 | IVE | ISHARES TR | $4.7M | 3.42% | 20,661 | 减持 |
| 5 | IUSB | ISHARES TR | $4.7M | 3.39% | 100,866 | 增持 |
| 6 | ACWX | ISHARES TR | $3.7M | 2.67% | 48,167 | 增持 |
| 7 | CORO | BLACKROCK ETF TRUST | $3.4M | 2.48% | 93,045 | 增持 |
| 8 | SPY | STATE STR SPDR SP 500 ETF T | $3.4M | 2.48% | 4,549 | 增持 |
| 9 | SCHG | SCHWAB STRATEGIC TR | $3.0M | 2.19% | 88,625 | 增持 |
| 10 | EPS | WISDOMTREE TR | $3.0M | 2.16% | 38,025 | 增持 |
| 11 | AGGY | WISDOMTREE TR | $2.9M | 2.15% | 67,808 | 增持 |
| 12 | SCHZ | SCHWAB STRATEGIC TR | $3.0M | 2.15% | 127,721 | 增持 |
| 13 | BAI | BLACKROCK ETF TRUST | $2.8M | 2.06% | 53,602 | 减持 |
| 14 | DGRW | WISDOMTREE TR | $2.6M | 1.93% | 27,675 | 减持 |
| 15 | SPMO | INVESCO EXCH TRADED FD TR II | $2.3M | 1.66% | 14,093 | 减持 |
| 16 | AAPL | APPLE INC | $2.2M | 1.60% | 7,573 | 增持 |
| 17 | LPLA | LPL FINL HLDGS INC | $2.1M | 1.57% | 7,625 | 增持 |
| 18 | XLSR | SSGA ACTIVE TR | $2.1M | 1.55% | 32,875 | 增持 |
| 19 | MTGP | WISDOMTREE TR | $1.9M | 1.42% | 43,951 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $1.9M | 1.41% | 9,690 | 增持 |
| 21 | BLCR | BLACKROCK ETF TRUST | $1.9M | 1.38% | 37,652 | 增持 |
| 22 | SPDW | SPDR INDEX SHS FDS | $1.8M | 1.32% | 35,888 | 减持 |
| 23 | XTEN | BONDBLOXX ETF TRUST | $1.7M | 1.27% | 38,263 | 减持 |
| 24 | MSFT | MICROSOFT CORP | $1.7M | 1.22% | 4,473 | 增持 |
| 25 | MBB | ISHARES TR | $1.6M | 1.19% | 17,281 | 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