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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 108 项
建仓 5
增持 35
减持 59
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
-$1.6M
1,694,912
-2%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
-$934.1K
1,173,931
-3%
减持
PEO
ADAM NAT RES FD INC COM
-$629.9K
200,484
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。
-7%
减持
TPR
TAPESTRY INC COM
+$542.5K
32,774
-4%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$500.2K
17,054
+82%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$499.8K
18,253
-7%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$427.5K
1,775
-39%
减持
DVA
DAVITA INC COM
-$361.8K
2,650
-43%
减持
JLL
JONES LANG LASALLE INC COM
-$360.6K
7,127
-11%
减持
GD
GENERAL DYNAMICS CORP COM
-$336.4K
7,814
-1%
减持
PEP
PEPSICO INC COM
-$314.1K
17,423
-0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$293.4K
19,212
+98%
清仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$274.5K
0
-100%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$270.2K
6,421
-27%
减持
MMM
3M CO COM
-$267.9K
22,405
-3%
清仓
TRU
TRANSUNION COM
-$261.0K
0
-100%
减持
COP
CONOCOPHILLIPS COM
-$246.8K
9,658
-16%
清仓
APD
AIR PRODS & CHEMS INC COM
-$231.4K
0
-100%
清仓
PFE
PFIZER INC COM
-$225.8K
0
-100%
减持
RTX
RTX CORPORATION COM
-$225.6K
9,106
-14%
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$224.5K
3,968
清仓
MUB
ISHARES NATIONAL MUNI BOND ETF
-$221.2K
0
-100%
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$212.7K
2,000
清仓
MRK
MERCK & CO INC COM
-$208.7K
0
-100%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
-$207.2K
16,583
+108%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$206.8K
11,195
-2%
清仓
FCX
FREEPORT-MCMORAN INC CL B
-$205.7K
0
-100%
清仓
KO
COCA COLA CO COM
-$204.9K
0
-100%
建仓
STEW
SRH TOTAL RETURN FUND INC COM
+$203.9K
12,730
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$201.6K
0
-100%
建仓
TSLA
TESLA INC COM
+$200.3K
496
减持
QCOM
QUALCOMM INC COM
-$200.0K
3,415
-20%
减持
INTC
INTEL CORP COM
-$180.0K
20,610
-18%
减持
CI
THE CIGNA GROUP COM
-$168.7K
932
-24%
减持
CVS
CVS HEALTH CORP COM
-$165.8K
5,947
-14%
减持
ELV
ELEVANCE HEALTH INC COM
-$165.8K
948
-4%
增持
NEE
NEXTERA ENERGY INC COM
-$155.0K
12,498
+1%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
+$153.9K
16,010
-3%
增持
EMN
EASTMAN CHEM CO COM
-$150.8K
9,218
+4%
增持
ABBV
ABBVIE INC COM
-$144.1K
7,299
+0%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$144.1K
28,536
-0%
减持
BIIB
BIOGEN INC COM
-$132.4K
1,590
-18%
增持
AMP
AMERIPRISE FINL INC COM
+$129.8K
2,068
+0%
减持
INGR
INGREDION INC COM
-$128.6K
23,503
-4%
减持
AAPL
APPLE INC COM
+$126.4K
12,586
-3%
减持
KR
KROGER CO COM
-$121.6K
6,850
-27%
减持
PG
PROCTER AND GAMBLE CO COM
-$108.3K
4,210
-10%
增持
FDX
FEDEX CORP COM
+$102.6K
1,251
+37%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$101.6K
7,613
-3%
减持
WFC
WELLS FARGO CO NEW COM
+$88.9K
9,400
-7%
减持
MCK
MCKESSON CORP COM
+$87.3K
1,208
-1%
减持
WMT
WALMART INC COM
+$81.5K
9,775
-2%
减持
—
HANESBRANDS INC COM
+$77.9K
118,464
-2%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$75.0K
9,476
+1%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$74.2K
30,974
+97%
减持
AMAT
APPLIED MATLS INC COM
-$73.5K
1,536
-4%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$71.3K
94,926
-5%
减持
ATI
ATI INC COM
-$71.2K
5,664
-1%
建仓
—
OXFORD LANE CAP CORP COM
+$69.4K
13,691
减持
CMI
CUMMINS INC COM
-$67.6K
2,314
-14%
减持
NTR
NUTRIEN LTD COM
-$63.0K
14,059
-2%
减持
GOOG
ALPHABET INC CAP STK CL C
+$56.3K
3,754
-5%
减持
—
SEALED AIR CORP NEW COM
-$54.9K
8,095
-11%
减持
IVV
ISHARES CORE S&P 500 ETF
-$54.8K
747
-13%
增持
—
EXXON MOBIL CORP COM
-$53.6K
5,910
+0%
减持
CR
CRANE COMPANY COMMON STOCK
-$52.5K
1,333
-17%
增持
—
INTERPUBLIC GROUP COS INC COM
-$52.2K
26,439
+5%
增持
CAT
CATERPILLAR INC COM
+$50.9K
996
+25%
减持
WPC
WP CAREY INC COM
-$49.1K
5,382
-2%
减持
CSCO
CISCO SYS INC COM
+$47.9K
11,555
-3%
减持
AMZN
AMAZON COM INC COM
+$44.6K
1,964
-5%
减持
KTF
DWS MUNICIPAL INCOME
-$44.1K
23,724
-12%
减持
GE
GE AEROSPACE COM NEW
-$43.8K
1,955
-0%
减持
SBI
WESTERN ASSET INTER MUNI FD IN COM
-$42.9K
32,978
-9%
减持
JPM
JPMORGAN CHASE & CO. COM
+$42.3K
2,759
-6%
减持
—
KELLANOVA COM
-$41.5K
3,399
-13%
增持
CPB
THE CAMPBELLS COMPANY COM
-$40.7K
5,785
+0%
减持
META
META PLATFORMS INC CL A
-$40.4K
1,460
-7%
减持
ALB
ALBEMARLE CORP COM
-$34.3K
3,940
-0%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$34.2K
409
-1%
减持
PM
PHILIP MORRIS INTL INC COM
-$31.9K
2,097
-10%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$31.5K
1,280
+1%
增持
PSX
PHILLIPS 66 COM
-$30.5K
6,019
+10%
减持
DE
DEERE & CO COM
+$25.6K
11,957
-1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
-$24.3K
5,147
+2%
增持
HD
HOME DEPOT INC COM
-$23.9K
1,644
+0%
减持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
-$23.4K
26,893
-5%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$22.5K
3,884
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$22.3K
4,480
+1%
增持
LNT
ALLIANT ENERGY CORP COM
-$22.1K
16,552
+0%
减持
ROK
ROCKWELL AUTOMATION INC COM
+$21.5K
1,462
-1%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$20.2K
15,646
+1%
减持
WSM
WILLIAMS SONOMA INC COM
+$18.1K
8,479
-15%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$15.0K
8,601
-9%
增持
DNP
DNP SELECT INCOME FD INC COM
-$14.4K
12,418
+1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$11.7K
18,336
+201%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$10.0K
3,040
+1%
增持
USB
US BANCORP DEL COM NEW
+$9.7K
4,534
+0%
增持
CVX
CHEVRON CORP NEW COM
+$8.8K
2,411
+4%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
+$5.1K
8,329
+0%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$4.8K
3,148
+0%
减持
AXP
AMERICAN EXPRESS CO COM
-$4.0K
3,064
-9%
增持
HYD
VANECK HIGH YIELD MUNI ETF
-$3.6K
5,640
+1%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$3.0K
20,276
+0%
增持
ABT
ABBOTT LABS COM
-$3.0K
3,798
+0%
增持
MSFT
MICROSOFT CORP COM
-$2.6K
3,252
+2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.3K
18,042
+0%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
-$177
18,973
+0%
