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Turning Point Benefit Group, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Turning Point Benefit Group, Inc.
报告期 2026-03-31 · CIK 0002008513
持仓数
95
前50大市值合计
$141.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 80
增持 47
减持 23
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR SERIES TRUST
-$4.8M
293,583
-15%
增持
FLOT
ISHARES TR
+$3.9M
178,420
+75%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.5M
101,119
+262%
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。
增持
VYMI
VANGUARD WHITEHALL FDS
+$2.7M
46,851
+197%
减持
WWJD
NORTHERN LTS FD TR IV
-$2.5M
283,499
-23%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.4M
193,832
+80%
减持
SPYM
SPDR SERIES TRUST
-$2.3M
138,949
-23%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
56,504
+158%
增持
MOTI
VANECK ETF TRUST
+$1.5M
61,685
+170%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$1.5M
54,895
+156%
增持
MOAT
VANECK ETF TRUST
+$1.5M
22,912
+168%
建仓
PSC
PRINCIPAL EXCHANGE TRADED FD
+$1.4M
25,091
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
11,923
+146%
增持
TFLR
T ROWE PRICE ETF INC
+$1.4M
63,078
+73%
增持
RING
ISHARES INC
+$1.2M
33,999
+45%
减持
TPSC
TIMOTHY PLAN
-$1.2M
96,816
-28%
增持
SLVP
ISHARES INC
+$1.2M
82,597
+33%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.1M
11,706
+43%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$992.5K
52,518
-3%
增持
IJJ
ISHARES TR
+$968.6K
10,749
+208%
增持
TPIF
TIMOTHY PLAN
+$727.5K
52,315
+64%
建仓
B
BARRICK MNG CORP
+$695.0K
20,616
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$641.5K
7,255
+13%
增持
GLD
SPDR GOLD TR
+$606.3K
6,865
+14%
增持
VEEV
VEEVA SYS INC
+$508.1K
4,223
+67%
减持
VYM
VANGUARD WHITEHALL FDS
-$475.1K
5,558
-41%
增持
BSJR
INVESCO EXCH TRD SLF IDX FD
+$407.8K
49,847
+56%
建仓
GOOG
ALPHABET INC
+$405.6K
1,652
增持
BSJS
INVESCO EXCH TRD SLF IDX FD
+$405.5K
51,371
+55%
增持
BSJT
INVESCO EXCH TRD SLF IDX FD
+$404.3K
52,591
+55%
建仓
HYDB
ISHARES TR
+$403.7K
8,466
减持
IJR
ISHARES TR
-$371.6K
75
-98%
增持
NVDA
NVIDIA CORPORATION
+$369.7K
7,588
+14%
减持
IAUM
ISHARES GOLD TR
+$339.4K
69,163
-2%
建仓
AAPL
APPLE INC
+$332.1K
1,300
建仓
MCD
MCDONALDS CORP
+$330.6K
1,100
增持
CNO
CNO FINL GROUP INC
-$286.5K
881
+6%
建仓
KLAC
KLA CORP
+$268.7K
238
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$261.1K
80,133
-22%
增持
MSFT
MICROSOFT CORP
+$254.9K
3,068
+14%
建仓
BLES
NORTHERN LTS FD TR IV
+$247.9K
5,810
增持
VLO
VALERO ENERGY CORP
+$244.3K
5,513
+9%
减持
GOOGL
ALPHABET INC
-$241.7K
261
-85%
建仓
IDEV
ISHARES TR
+$229.7K
2,847
建仓
CSX
CSX CORP
+$226.5K
6,472
减持
SHV
ISHARES TR
-$213.7K
14,379
-12%
建仓
ABBV
ABBVIE INC
+$212.9K
871
建仓
ACNB
ACNB CORP
+$197.8K
4,546
增持
—
EXXON MOBIL CORP
+$196.7K
5,222
+45%
建仓
NOW
SERVICENOW INC
+$194.3K
213
建仓
TBIL
RBB FD INC
+$188.7K
3,786
建仓
OKE
ONEOK INC NEW
+$185.2K
2,538
减持
SPEM
SPDR INDEX SHS FDS
+$183.0K
86,791
-5%
减持
QQQ
INVESCO QQQ TR
-$181.5K
513
-42%
减持
HEFA
ISHARES TR
-$180.4K
5,346
-48%
增持
EVRG
EVERGY INC
+$171.8K
10,946
+14%
增持
WCC
WESCO INTL INC
+$170.4K
2,647
+25%
建仓
IJH
ISHARES TR
+$169.5K
2,588
增持
—
PENTAIR PLC
+$165.2K
7,398
+12%
建仓
WPC
WP CAREY INC
+$161.8K
2,363
建仓
COP
CONOCOPHILLIPS
+$161.0K
1,687
建仓
AMZN
AMAZON COM INC
+$160.8K
729
建仓
CAT
CATERPILLAR INC
+$159.6K
332
建仓
XLC
SELECT SECTOR SPDR TR
+$156.3K
1,339
建仓
SPY
SPDR S&P 500 ETF TR
+$153.7K
230
建仓
LRCX
LAM RESEARCH CORP
+$152.5K
1,068
增持
OHI
OMEGA HEALTHCARE INVS INC
+$152.2K
14,493
+15%
建仓
KGC
KINROSS GOLD CORP
+$150.7K
5,922
增持
GD
GENERAL DYNAMICS CORP
+$144.7K
1,723
+14%
建仓
XLU
SELECT SECTOR SPDR TR
+$144.1K
1,636
增持
MA
MASTERCARD INCORPORATED
+$143.5K
1,205
+24%
建仓
PH
PARKER-HANNIFIN CORP
+$142.0K
188
增持
O
REALTY INCOME CORP
+$141.4K
13,870
+15%
建仓
XLRE
SELECT SECTOR SPDR TR
+$141.0K
3,346
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$139.5K
754
建仓
AVGO
BROADCOM INC
+$139.0K
417
建仓
ON
ON SEMICONDUCTOR CORP
+$136.2K
2,818
建仓
PPL
PPL CORP
+$135.2K
3,694
建仓
EFA
ISHARES TR
+$134.7K
1,431
建仓
IEX
IDEX CORP
+$129.5K
789
增持
WEC
WEC ENERGY GROUP INC
+$128.1K
6,730
+11%
建仓
WELL
WELLTOWER INC
+$127.5K
711
建仓
DUK
DUKE ENERGY CORP NEW
+$124.7K
1,019
增持
AEM
AGNICO EAGLE MINES LTD
+$123.5K
2,104
+7%
建仓
CPRT
COPART INC
+$121.2K
2,688
建仓
DE
DEERE & CO
+$117.9K
261
建仓
MCK
MCKESSON CORP
+$117.1K
153
减持
ICSH
ISHARES TR
-$115.7K
2,419
-48%
减持
RWL
INVESCO EXCH TRADED FD TR II
-$114.7K
1,299
-48%
建仓
IDV
ISHARES TR
+$109.9K
3,002
减持
COWZ
PACER FDS TR
-$108.1K
2,164
-49%
建仓
IEMG
ISHARES INC
+$106.3K
1,600
建仓
HPQ
HP INC
+$104.5K
3,913
建仓
C
CITIGROUP INC
+$104.0K
1,054
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$101.5K
1,505
增持
V
VISA INC
+$100.0K
1,979
+19%
减持
BIBL
NORTHERN LTS FD TR IV
-$91.1K
49,917
-11%
建仓
CMI
CUMMINS INC
+$88.8K
209
建仓
FTV
FORTIVE CORP
+$88.4K
1,765
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$86.6K
1,915
减持
BSX
BOSTON SCIENTIFIC CORP
-$84.8K
3,397
-11%
增持
DLR
DIGITAL RLTY TR INC
+$84.2K
3,033
+21%
增持
TPHD
TIMOTHY PLAN
+$84.2K
27,654
+4%
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$84.1K
2,155
建仓
VTEB
VANGUARD MUN BD FDS
+$83.7K
1,674
建仓
A
AGILENT TECHNOLOGIES INC
+$82.3K
594
减持
IBD
NORTHERN LTS FD TR IV
-$79.9K
38,812
-8%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$78.8K
224
建仓
COR
CENCORA INC
+$73.9K
237
建仓
SEEM
SEI EXCHANGE TRADED FUNDS
+$73.4K
2,412
建仓
MSI
MOTOROLA SOLUTIONS INC
+$73.1K
160
增持
—
TIMOTHY PLAN
+$72.3K
20,268
+12%
建仓
YUMC
YUM CHINA HLDGS INC
+$69.1K
1,602
增持
SCHV
SCHWAB STRATEGIC TR
+$69.0K
11,271
+20%
减持
AMAT
APPLIED MATLS INC
-$67.6K
626
-44%
增持
ES
EVERSOURCE ENERGY
+$67.2K
4,854
+10%
建仓
VRSN
VERISIGN INC
+$65.7K
239
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$65.6K
910
建仓
CRM
SALESFORCE INC
+$61.3K
260
增持
BILS
SPDR SERIES TRUST
+$60.8K
8,944
+8%
建仓
VBK
VANGUARD INDEX FDS
+$58.2K
195
建仓
UNP
UNION PAC CORP
+$57.5K
245
建仓
EPI
WISDOMTREE TR
+$57.2K
1,287
建仓
VTV
VANGUARD INDEX FDS
+$57.0K
305
建仓
LLY
ELI LILLY & CO
+$56.1K
68
建仓
VBR
VANGUARD INDEX FDS
+$54.3K
259
建仓
FGD
FIRST TR EXCHANGE TRADED FD
+$53.9K
1,870
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$53.1K
100
建仓
WMT
WALMART INC
+$51.8K
508
增持
—
STERIS PLC
+$51.7K
1,799
+13%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$51.5K
11,602
-0%
增持
ESS
ESSEX PPTY TR INC
+$49.2K
2,163
+16%
建仓
CVX
CHEVRON CORP NEW
+$48.5K
314
增持
SO
SOUTHERN CO
+$47.5K
3,272
+14%
建仓
MRK
MERCK & CO INC
+$46.1K
512
建仓
WMB
WILLIAMS COS INC
+$46.0K
723
建仓
KMB
KIMBERLY-CLARK CORP
+$44.6K
362
建仓
D
DOMINION ENERGY INC
+$44.6K
732
建仓
IEFA
ISHARES TR
+$44.4K
505
建仓
SEIS
SEI EXCHANGE TRADED FUNDS
+$44.2K
1,583
减持
SCHG
SCHWAB STRATEGIC TR
-$44.2K
22,357
-14%
建仓
JNJ
JOHNSON & JOHNSON
+$41.5K
223
建仓
VOO
VANGUARD INDEX FDS
+$41.2K
67
建仓
UNH
UNITEDHEALTH GROUP INC
+$41.1K
118
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$40.4K
852
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$39.5K
1,021
建仓
ABT
ABBOTT LABS
+$39.1K
293
增持
PANW
PALO ALTO NETWORKS INC
+$38.4K
1,504
+13%
增持
VST
VISTRA CORP
+$38.2K
1,885
+7%
建仓
TOL
TOLL BROTHERS INC
+$36.5K
261
