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Basepoint Wealth LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Basepoint Wealth LLC
报告期 2026-03-31 · CIK 0002088236
持仓数
643
前50大市值合计
$140.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 116 项
建仓 19
增持 42
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$1.8M
1,190,685
+1%
减持
PEO
ADAM NAT RES FD INC COM
-$1.1M
277,420
-24%
减持
INTC
INTEL CORP COM
-$1.1M
39,275
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。
-31%
建仓
SCHG
SCHWAB U S LARGE-CAP GROWTH ETF
+$942.2K
10,162
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$751.1K
9,316
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$742.8K
11,927
-0%
建仓
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$641.1K
16,429
建仓
SCHV
SCHWAB U S LARGE-CAP VALUE ETF
+$577.2K
7,597
建仓
AMZN
AMAZON COM INC COM
+$552.5K
3,063
清仓
BHP
BHP GROUP LTD SPONSORED ADS
-$546.5K
0
-100%
减持
WSM
WILLIAMS SONOMA INC COM
+$526.4K
6,465
-15%
减持
APD
AIR PRODS & CHEMS INC COM
-$516.1K
1,822
-48%
减持
BTU
PEABODY ENERGY CORP COM
-$423.9K
17,339
-50%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$420.9K
10,619
-51%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$417.0K
12,261
-50%
增持
TPR
TAPESTRY INC COM
+$408.3K
34,420
+3%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$393.2K
18,150
+609%
减持
RRC
RANGE RES CORP COM
-$390.9K
14,674
-50%
建仓
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$390.0K
6,467
清仓
TAP
MOLSON COORS BEVERAGE CO CL B
-$377.3K
0
-100%
建仓
SCHX
SCHWAB U S LARGE-CAP ETF
+$375.7K
6,054
增持
LNT
ALLIANT ENERGY CORP COM
+$354.3K
15,924
+82%
建仓
NFLX
NETFLIX INC COM
+$333.4K
549
增持
RTX
RTX CORPORATION COM
+$331.3K
10,607
+27%
减持
NVDA
NVIDIA CORPORATION COM
+$330.6K
1,584
-29%
增持
GOOG
ALPHABET INC CAP STK CL C
+$328.9K
5,570
+51%
减持
GILD
GILEAD SCIENCES INC COM
-$307.0K
3,319
-51%
增持
—
PARAMOUNT GLOBAL CLASS B COM
-$306.6K
103,385
+0%
建仓
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+$290.2K
2,963
建仓
HYD
VANECK HIGH YIELD MUNI ETF
+$285.4K
5,462
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$264.5K
3,132
建仓
MELI
MERCADOLIBRE INC COM
+$263.1K
174
增持
INGR
INGREDION INC COM
+$260.2K
25,526
+2%
减持
EIX
EDISON INTL COM
-$258.2K
4,047
-47%
清仓
LH
LABCORP HOLDINGS INC COM SHS
-$250.2K
0
-100%
建仓
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$243.4K
2,788
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$243.2K
721
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
-$243.2K
1,780,294
-4%
增持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$242.1K
20,102
+2%
减持
—
KELLANOVA COM
-$241.4K
6,460
-41%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$231.3K
2,149
减持
META
META PLATFORMS INC CL A
+$226.0K
2,524
-11%
增持
AMP
AMERIPRISE FINL INC COM
+$226.0K
1,846
+20%
建仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
+$220.6K
4,796
增持
KR
KROGER CO COM
+$219.6K
13,620
+11%
增持
GD
GENERAL DYNAMICS CORP COM
+$219.1K
8,021
+2%
清仓
TRV
TRAVELERS COMPANIES INC COM
-$212.9K
0
-100%
清仓
EXC
EXELON CORP COM
-$212.1K
0
-100%
建仓
MRK
MERCK & CO INC COM
+$211.7K
1,604
增持
MSFT
MICROSOFT CORP COM
+$208.8K
3,461
+4%
建仓
HYMB
SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
+$208.2K
8,103
建仓
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$204.8K
3,109
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC COM
-$202.8K
0
-100%
增持
ABBV
ABBVIE INC COM
+$199.5K
7,064
+1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$191.8K
29,204
+7%
增持
MCK
MCKESSON CORP COM
+$190.5K
1,205
+22%
减持
DVA
DAVITA INC COM
+$182.7K
7,980
-9%
增持
QCOM
QUALCOMM INC COM
+$171.7K
5,989
+3%
增持
PEP
PEPSICO INC COM
+$171.3K
17,320
+3%
减持
—
HANESBRANDS INC COM
+$158.6K
122,141
-1%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$145.8K
5,048
-14%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$141.1K
8,515
+38%
减持
BIIB
BIOGEN INC COM
-$136.1K
2,584
-4%
减持
CR
CRANE COMPANY COMMON STOCK
-$128.6K
3,057
-33%
减持
DE
DEERE & CO COM
+$127.3K
12,496
-0%
增持
JPM
JPMORGAN CHASE & CO COM
+$126.1K
3,440
+4%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$112.1K
16,541
-0%
减持
CMI
CUMMINS INC COM
+$111.4K
3,204
-8%
增持
GE
GE AEROSPACE COM NEW
+$93.1K
1,940
+0%
减持
EMN
EASTMAN CHEM CO COM
+$92.2K
9,162
-0%
增持
IVV
ISHARES CORE S&P 500 ETF
+$84.7K
706
+18%
减持
CI
THE CIGNA GROUP COM
-$84.6K
2,111
-26%
减持
—
EXXON MOBIL CORP COM
+$83.3K
5,164
-0%
减持
CAT
CATERPILLAR INC COM
+$81.9K
1,242
-2%
减持
CVS
CVS HEALTH CORP COM
-$80.7K
7,097
-13%
减持
—
INTERPUBLIC GROUP COS INC COM
-$79.6K
28,577
-8%
增持
PG
PROCTER AND GAMBLE CO COM
+$79.4K
4,763
+1%
增持
CSCO
CISCO SYS INC COM
+$72.0K
12,145
+15%
增持
MMM
3M CO COM
+$66.6K
24,063
+6%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$66.3K
9,538
-1%
减持
AMAT
APPLIED MATLS INC COM
+$65.4K
1,592
-2%
增持
WMT
WALMART INC COM
+$63.9K
9,833
+194%
减持
—
DUPONT DE NEMOURS INC COM
-$63.5K
5,089
-14%
减持
PSX
PHILLIPS 66 COM
-$60.3K
6,218
-23%
减持
AXP
AMERICAN EXPRESS CO COM
+$60.2K
3,791
-12%
增持
AAPL
APPLE INC COM
+$59.7K
13,234
+15%
减持
COP
CONOCOPHILLIPS COM
-$58.3K
14,979
-12%
增持
CVX
CHEVRON CORP NEW COM
+$52.3K
1,975
+14%
减持
ELV
ELEVANCE HEALTH INC COM
+$45.8K
1,020
-0%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$42.9K
8,111
-1%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$42.0K
16,057
+0%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$40.6K
11,214
-15%
增持
WPC
WP CAREY INC COM
-$40.2K
5,333
+1%
减持
PM
PHILIP MORRIS INTL INC COM
-$38.4K
2,994
-10%
减持
JLL
JONES LANG LASALLE INC COM
+$36.4K
8,470
-1%
减持
NEE
NEXTERA ENERGY INC COM
+$35.6K
12,629
-1%
减持
FDX
FEDEX CORP COM
+$34.0K
1,044
-2%
减持
ATI
ATI INC COM
-$32.2K
6,323
-19%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$30.9K
1,492
-1%
增持
CPB
THE CAMPBELLS COMPANY COM
+$26.8K
5,493
+9%
增持
NTR
NUTRIEN LTD COM
-$25.2K
14,914
+1%
增持
ALB
ALBEMARLE CORP COM
-$23.3K
3,398
+4%
减持
WFC
WELLS FARGO CO NEW COM
+$18.9K
10,474
-12%
增持
ABT
ABBOTT LABS COM
+$18.7K
3,819
+1%
增持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
+$16.7K
27,488
+2%
减持
EMR
EMERSON ELEC CO COM
-$14.9K
2,832
-18%
增持
—
SEALED AIR CORP NEW COM
+$10.6K
9,168
+1%
减持
TRU
TRANSUNION COM
+$10.5K
5,195
-12%
增持
SBI
WESTERN ASSET INTER MUNI FD IN COM
+$10.0K
38,192
+1%
增持
PFE
PFIZER INC COM
+$9.1K
7,763
+8%
增持
DNP
DNP SELECT INCOME FD INC COM
+$9.0K
11,857
+2%
减持
USB
US BANCORP DEL COM NEW
+$6.1K
4,635
-0%
增持
KTF
DWS MUNICIPAL INCOME
+$5.3K
26,524
+1%
减持
CXT
CRANE NXT CO COM
-$2.2K
4,767
-9%
增持
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
+$2.1K
10,923
+0%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
+$1.1K
18,688
+1%
