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Towerpoint Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Towerpoint Wealth, LLC
报告期 2026-03-31 · CIK 0001731445
持仓数
93
前50大市值合计
$231.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 92 项
建仓 6
增持 30
减持 51
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$3.2M
62,438
-0%
建仓
AVDV
AMERICAN CENTY ETF TR
+$2.2M
22,029
减持
KOMP
SPDR SERIES TRUST
-$1.2M
81,431
-18%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VTV
VANGUARD INDEX FDS
-$687.1K
153,332
-5%
减持
LLY
ELI LILLY & CO
-$664.4K
4,282
-0%
减持
NVDA
NVIDIA CORPORATION
-$562.9K
19,220
-8%
增持
TAGG
T ROWE PRICE ETF INC
+$540.9K
306,850
+5%
减持
SPYG
SPDR SERIES TRUST
-$487.0K
33,526
-5%
减持
MSFT
MICROSOFT CORP
-$479.3K
3,685
-3%
减持
IWF
ISHARES TR
-$448.0K
8,659
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$432.6K
181,038
+4%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$372.3K
7,965
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$370.3K
0
-100%
减持
VGT
VANGUARD WORLD FD
-$350.1K
1,860
-15%
增持
T
AT&T INC
+$317.7K
18,526
+110%
增持
—
EXXON MOBIL CORP
+$291.1K
5,824
+1%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$275.6K
255,721
-1%
减持
GOOG
ALPHABET INC
-$267.8K
9,240
-1%
减持
AAPL
APPLE INC
-$261.7K
14,407
-0%
清仓
ISCG
ISHARES TR
-$256.4K
0
-100%
增持
WMT
WALMART INC
+$251.1K
18,855
+0%
建仓
INTC
INTEL CORP
+$247.6K
5,611
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$246.0K
146,006
+2%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$235.7K
31,565
-0%
建仓
CAT
CATERPILLAR INC
+$231.9K
327
清仓
AXP
AMERICAN EXPRESS CO
-$230.9K
0
-100%
清仓
DIS
DISNEY WALT CO
-$230.0K
0
-100%
减持
ILCG
ISHARES TR
-$229.4K
15,906
-5%
建仓
DMLP
DORCHESTER MINERALS L P
+$221.0K
8,156
清仓
ICVT
ISHARES TR
-$201.3K
0
-100%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$200.3K
3,989
增持
XLE
SELECT SECTOR SPDR TR
+$182.5K
10,458
+2%
减持
META
META PLATFORMS INC
-$182.1K
1,073
-11%
减持
IVW
ISHARES TR
-$162.9K
15,521
-0%
减持
ABT
ABBOTT LABORATORIES
-$153.0K
6,380
-1%
减持
GLD
SPDR GOLD TR
+$150.5K
5,012
-1%
减持
TSLA
TESLA INC
-$145.6K
1,769
-1%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$144.2K
5,962
+1%
增持
FSCC
FEDERATED HERMES ETF TRUST
+$139.2K
30,428
+19%
减持
AMZN
AMAZON COM INC
-$127.0K
2,409
-12%
增持
IJH
ISHARES TR
+$116.7K
37,661
+2%
减持
ESGV
VANGUARD WORLD FD
-$116.1K
12,543
-0%
增持
IWN
ISHARES TR
+$102.5K
12,209
+0%
减持
GOOGL
ALPHABET INC
-$100.0K
2,837
-3%
减持
VBR
VANGUARD INDEX FDS
+$98.5K
37,138
-1%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$98.2K
61,760
+3%
减持
IAU
ISHARES GOLD TR
-$92.2K
45,991
-10%
减持
ILCV
ISHARES TR
-$90.6K
4,537
-17%
增持
COST
COSTCO WHOLESALE CORPORATION
+$84.4K
623
+0%
减持
QCOM
QUALCOMM INC
-$78.7K
1,592
-4%
增持
IJR
ISHARES TR
+$76.2K
3,515
+17%
减持
QQQ
INVESCO QQQ TR
-$69.5K
1,181
-3%
减持
VTI
VANGUARD INDEX FDS
-$56.0K
2,767
-2%
减持
ISCV
ISHARES TR
-$54.8K
5,010
-15%
减持
ABBV
ABBVIE INC
-$53.3K
4,785
-0%
减持
V
VISA INC
-$51.6K
751
-5%
减持
AVGO
BROADCOM INC
-$50.6K
1,301
-1%
增持
ESML
ISHARES TR
+$46.0K
28,004
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$45.9K
841
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$45.8K
5,902
+6%
增持
FLCG
FEDERATED HERMES ETF TRUST
+$31.7K
68,955
+12%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$30.3K
37,266
+2%
减持
IWD
ISHARES TR
+$29.9K
28,707
-1%
减持
EFA
ISHARES TR
-$29.1K
13,689
-3%
增持
PEP
PEPSICO INC
+$28.7K
1,831
+3%
减持
SYK
STRYKER CORPORATION
-$27.1K
660
-5%
减持
NUDM
NUSHARES ETF TR
-$24.0K
13,947
-4%
减持
SPEM
SPDR INDEX SHS FDS
-$23.4K
20,675
-3%
减持
SPDW
SPDR INDEX SHS FDS
+$22.7K
89,932
-2%
减持
IVV
ISHARES TR
-$21.7K
356
-4%
减持
NFLX
NETFLIX INC.
-$20.7K
2,599
-10%
减持
VOE
VANGUARD INDEX FDS
-$19.8K
1,655
-10%
减持
GE
GE AEROSPACE
-$19.0K
731
-1%
减持
CWB
SPDR SERIES TRUST
+$18.7K
10,188
-1%
增持
JPM
JPMORGAN CHASE & CO
+$16.9K
1,638
+14%
增持
VO
VANGUARD INDEX FDS
+$16.1K
55,782
+1%
增持
CMF
ISHARES TR
-$14.4K
27,003
+0%
增持
SLYG
SPDR SERIES TRUST
+$14.1K
5,470
+0%
增持
IWR
ISHARES TR
+$12.4K
3,474
+3%
减持
IWO
ISHARES TR
-$10.9K
973
-1%
减持
SPYV
SPDR SERIES TRUST
-$10.6K
21,287
-0%
增持
IJS
ISHARES TR
+$10.6K
2,169
+0%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$9.2K
6,950
-2%
增持
HYG
ISHARES TR
-$7.7K
18,066
+1%
减持
PG
PROCTER & GAMBLE CO
+$6.2K
6,256
-0%
减持
IVE
ISHARES TR
-$5.9K
5,368
-0%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$4.4K
16,976
+1%
增持
HD
HOME DEPOT INC
+$3.2K
2,034
+5%
增持
VNQ
VANGUARD INDEX FDS
+$1.6K
5,061
+0%
增持
AFL
AFLAC INC
-$1.1K
2,424
+0%
减持
VBK
VANGUARD INDEX FDS
+$850
29,248
-0%
减持
EMNT
PIMCO ETF TR
+$328
2,202
-0%
