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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 112 项
建仓 6
增持 48
减持 52
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
+$3.1M
1,205,942
+1%
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$853.3K
1,720,795
-0%
减持
MMM
3M CO COM
+$748.0K
23,117
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。
-2%
建仓
HD
HOME DEPOT INC COM
+$663.4K
1,637
减持
DE
DEERE & CO COM
+$521.8K
12,078
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$463.7K
11,474
-3%
减持
INGR
INGREDION INC COM
+$448.3K
24,461
-4%
减持
JLL
JONES LANG LASALLE INC COM
+$437.0K
8,023
-5%
减持
PEO
ADAM NAT RES FD INC COM
-$415.4K
214,832
-6%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$404.0K
19,731
-2%
增持
AAPL
APPLE INC COM
+$365.2K
12,984
+3%
增持
—
HANESBRANDS INC COM
+$300.3K
120,604
+1%
减持
QCOM
QUALCOMM INC COM
-$287.9K
4,261
-16%
减持
INTC
INTEL CORP COM
-$286.0K
25,288
-11%
清仓
RRC
RANGE RES CORP COM
-$271.2K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$263.2K
2,916
-23%
增持
ABBV
ABBVIE INC COM
+$258.7K
7,298
+6%
减持
COP
CONOCOPHILLIPS COM
-$256.3K
11,442
-10%
减持
MSFT
MICROSOFT CORP COM
-$244.0K
3,191
-12%
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$241.2K
413
清仓
—
DUPONT DE NEMOURS INC COM
-$239.8K
0
-100%
清仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$224.5K
0
-100%
清仓
CXT
CRANE NXT CO COM
-$223.0K
0
-100%
建仓
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$214.9K
508
减持
RTX
RTX CORPORATION COM
+$211.1K
10,559
-1%
清仓
BTU
PEABODY ENERGY CORP COM
-$211.0K
0
-100%
建仓
USB
US BANCORP DEL COM NEW
+$207.2K
4,531
建仓
KO
COCA COLA CO COM
+$204.9K
2,851
建仓
FISV
FISERV INC COM
+$203.4K
1,132
清仓
EMR
EMERSON ELEC CO COM
-$201.0K
0
-100%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$184.3K
8,802
+6%
增持
AMP
AMERIPRISE FINL INC COM
+$180.2K
2,067
+12%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$178.0K
16,528
+0%
增持
LNT
ALLIANT ENERGY CORP COM
+$176.3K
16,493
+2%
增持
AXP
AMERICAN EXPRESS CO COM
+$169.8K
3,367
+5%
减持
NEE
NEXTERA ENERGY INC COM
+$153.1K
12,433
-2%
减持
BIIB
BIOGEN INC COM
-$141.1K
1,937
-13%
增持
WMT
WALMART INC COM
+$134.6K
9,928
+1%
减持
TPR
TAPESTRY INC COM
+$112.2K
34,029
-2%
增持
PEP
PEPSICO INC COM
+$106.0K
17,427
+1%
增持
MCK
MCKESSON CORP COM
-$103.5K
1,216
+1%
减持
EMN
EASTMAN CHEM CO COM
+$102.9K
8,866
-2%
增持
GD
GENERAL DYNAMICS CORP COM
+$98.8K
7,926
+0%
减持
NVDA
NVIDIA CORPORATION COM
-$91.8K
14,333
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$87.1K
7,864
-3%
减持
DVA
DAVITA INC COM
-$81.9K
4,625
-24%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$81.8K
3,883
+24%
减持
VZ
VERIZON COMMUNICATIONS INC COM
+$81.2K
28,618
-2%
减持
FCX
FREEPORT-MCMORAN INC CL B
-$68.7K
4,121
-27%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$68.3K
15,740
+4%
增持
CSCO
CISCO SYS INC COM
+$68.3K
11,954
+0%
减持
PSX
PHILLIPS 66 COM
-$67.0K
5,449
-2%
减持
JPM
JPMORGAN CHASE & CO COM
-$63.1K
2,936
-13%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$62.5K
9,413
-1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$61.7K
9,680
-1%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$61.4K
9,405
-8%
增持
GE
GE AEROSPACE COM NEW
+$61.0K
1,961
+1%
增持
CAT
CATERPILLAR INC COM
+$57.6K
794
+5%
增持
GOOG
ALPHABET INC CAP STK CL C
-$56.6K
3,939
+1%
减持
NTR
NUTRIEN LTD COM
-$54.9K
14,389
-2%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$54.6K
20,249
-2%
减持
—
KELLANOVA COM
+$53.8K
3,923
-14%
增持
AMAT
APPLIED MATLS INC COM
-$52.7K
1,600
+0%
增持
—
EXXON MOBIL CORP COM
+$47.2K
5,881
+5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$46.7K
18,002
-2%
增持
WPC
WP CAREY INC COM
+$44.2K
5,494
+1%
增持
ABT
ABBOTT LABS COM
+$41.6K
3,795
+1%
增持
PG
PROCTER AND GAMBLE CO COM
+$41.3K
4,700
+0%
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$41.0K
15,497
-3%
增持
ALB
ALBEMARLE CORP COM
+$40.5K
3,943
+13%
减持
CI
THE CIGNA GROUP COM
-$39.6K
1,230
-13%
减持
SCHV
SCHWAB U S LARGE-CAP VALUE ETF
+$39.4K
7,957
-2%
减持
FDX
FEDEX CORP COM
-$38.5K
911
-5%
减持
APD
AIR PRODS & CHEMS INC COM
-$37.2K
777
-25%
减持
WFC
WELLS FARGO CO NEW COM
-$36.9K
10,114
-1%
减持
CMI
CUMMINS INC COM
+$36.7K
2,700
-11%
减持
PM
PHILIP MORRIS INTL INC COM
+$34.0K
2,342
-5%
增持
CPB
THE CAMPBELLS COMPANY COM
+$33.7K
5,784
+5%
增持
AMZN
AMAZON COM INC COM
+$31.1K
2,073
+13%
增持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
+$29.5K
28,240
+1%
增持
WSM
WILLIAMS SONOMA INC COM
-$26.1K
10,019
+79%
增持
DNP
DNP SELECT INCOME FD INC COM
+$24.5K
12,341
+2%
增持
SCHX
SCHWAB U S LARGE-CAP ETF
+$24.4K
6,092
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$23.8K
5,061
+0%
减持
CVS
CVS HEALTH CORP COM
+$23.4K
6,883
-1%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$22.2K
3,139
+0%
增持
CVX
CHEVRON CORP NEW COM
+$21.2K
2,311
+13%
减持
KR
KROGER CO COM
-$20.9K
9,433
-16%
增持
NFLX
NETFLIX INC COM
+$19.8K
479
+1%
减持
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$19.6K
4,242
-13%
减持
SCHG
SCHWAB U S LARGE-CAP GROWTH ETF
+$19.3K
9,364
-1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$19.2K
2,036
+7%
增持
KTF
DWS MUNICIPAL INCOME
+$16.5K
26,910
+1%
增持
SBI
WESTERN ASSET INTER MUNI FD IN COM
+$15.4K
36,363
+1%
增持
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+$14.8K
3,007
+1%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$14.4K
1,477
-1%
增持
—
SEALED AIR CORP NEW COM
+$14.2K
9,058
+0%
减持
CR
CRANE COMPANY COMMON STOCK
-$13.6K
1,610
-13%
增持
ELV
ELEVANCE HEALTH INC COM
-$12.6K
992
+2%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$11.3K
731
+1%
增持
HYD
VANECK HIGH YIELD MUNI ETF
+$11.0K
5,585
+1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$10.8K
858
-3%
增持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$9.9K
2,568
+0%
增持
MRK
MERCK & CO INC COM
+$8.4K
1,838
+14%
减持
—
PARAMOUNT GLOBAL CLASS B COM
+$8.1K
100,212
-1%
增持
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
+$7.2K
11,009
+0%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
+$7.0K
18,896
+1%
减持
PFE
PFIZER INC COM
+$6.2K
7,803
-1%
减持
META
META PLATFORMS INC CL A
+$5.5K
1,564
-11%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$4.4K
1,270
+8%
减持
TRU
TRANSUNION COM
+$1.6K
2,493
-29%
减持
—
INTERPUBLIC GROUP COS INC COM
-$1.4K
25,073
-8%
