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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 104 项
建仓 3
增持 41
减持 53
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$4.2M
1,156,894
-1%
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$3.2M
1,688,705
-0%
减持
PEP
PEPSICO INC COM
-$853.1K
11,980
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%
减持
WSM
WILLIAMS SONOMA INC COM
-$688.3K
5,579
-34%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$679.5K
10,804
-3%
减持
WMT
WALMART INC COM
-$445.0K
4,991
-49%
减持
DE
DEERE & CO COM
+$444.1K
11,740
-2%
清仓
ROK
ROCKWELL AUTOMATION INC COM
-$417.9K
0
-100%
增持
AAPL
APPLE INC COM
-$338.1K
12,667
+1%
减持
MMM
3M CO COM
-$328.4K
17,458
-22%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$310.7K
1,292
-27%
减持
CMI
CUMMINS INC COM
-$307.9K
1,592
-31%
减持
—
HANESBRANDS INC COM
-$296.1K
115,808
-2%
增持
NVDA
NVIDIA CORPORATION COM
-$292.4K
15,062
+5%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$260.4K
17,317
-5%
增持
ABBV
ABBVIE INC COM
+$254.9K
7,407
+1%
清仓
BIIB
BIOGEN INC COM
-$243.1K
0
-100%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$229.7K
6,891
-9%
清仓
USB
US BANCORP DEL COM NEW
-$216.9K
0
-100%
清仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
-$212.7K
0
-100%
减持
JLL
JONES LANG LASALLE INC COM
-$206.6K
6,444
-10%
建仓
KO
COCA COLA CO COM
+$206.3K
2,880
建仓
SLB
SCHLUMBERGER LTD COM STK
+$204.3K
4,887
清仓
CR
CRANE COMPANY COMMON STOCK
-$202.3K
0
-100%
建仓
V
VISA INC COM CL A
+$201.7K
576
清仓
TSLA
TESLA INC COM
-$200.3K
0
-100%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$189.3K
15,145
-5%
减持
META
META PLATFORMS INC CL A
-$184.8K
1,162
-20%
减持
IVV
ISHARES CORE S&P 500 ETF
-$168.1K
484
-35%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$162.3K
28,735
+1%
增持
—
PARAMOUNT GLOBAL CLASS B COM
+$157.7K
96,202
+1%
减持
INGR
INGREDION INC COM
-$141.4K
22,866
-3%
减持
AXP
AMERICAN EXPRESS CO COM
-$137.1K
2,870
-6%
减持
DVA
DAVITA INC COM
-$128.8K
1,749
-34%
减持
CVS
CVS HEALTH CORP COM
+$117.1K
5,668
-5%
增持
GOOG
ALPHABET INC CAP STK CL C
-$112.0K
3,859
+3%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$107.6K
14,685
-14%
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$102.9K
3,140
-19%
增持
AMP
AMERIPRISE FINL INC COM
-$97.3K
2,073
+0%
增持
CAT
CATERPILLAR INC COM
+$87.3K
1,360
+37%
增持
INTC
INTEL CORP COM
+$85.3K
21,952
+7%
减持
LNT
ALLIANT ENERGY CORP COM
+$81.4K
16,477
-0%
减持
QCOM
QUALCOMM INC COM
-$76.3K
2,918
-15%
减持
EMN
EASTMAN CHEM CO COM
-$75.3K
8,699
-6%
增持
ABT
ABBOTT LABS COM
+$74.7K
3,802
+0%
减持
COP
CONOCOPHILLIPS COM
-$74.2K
8,413
-13%
增持
GE
GE AEROSPACE COM NEW
+$74.2K
2,000
+2%
减持
PM
PHILIP MORRIS INTL INC COM
+$73.2K
2,052
-2%
增持
—
EXXON MOBIL CORP COM
+$71.1K
5,943
+1%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$71.1K
9,537
+1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$69.9K
18,068
+0%
清仓
—
OXFORD LANE CAP CORP COM
-$69.4K
0
-100%
减持
KR
KROGER CO COM
-$61.1K
5,286
-23%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$60.5K
5,958
-7%
减持
ALB
ALBEMARLE CORP COM
-$58.5K
3,898
-1%
增持
CVX
CHEVRON CORP NEW COM
+$58.3K
2,436
+1%
减持
MCK
MCKESSON CORP COM
+$57.5K
1,108
-8%
减持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
-$57.3K
20,068
-25%
减持
GD
GENERAL DYNAMICS CORP COM
+$55.4K
7,756
-1%
减持
PEO
ADAM NAT RES FD INC COM
-$54.9K
188,671
-6%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$54.2K
15,748
+1%
减持
MELI
MERCADOLIBRE INC COM
-$54.0K
124
-29%
增持
WPC
WP CAREY INC COM
+$52.0K
5,470
+2%
增持
WTBA
WEST BANCORPORATION INC CAP STK
-$50.8K
34,601
+1%
减持
HD
HOME DEPOT INC COM
-$48.2K
1,613
-2%
减持
ELV
ELEVANCE HEALTH INC COM
+$48.1K
915
-3%
增持
FDX
FEDEX CORP COM
-$45.5K
1,257
+0%
增持
AMZN
AMAZON COM INC COM
-$44.5K
2,031
+3%
减持
—
INTERPUBLIC GROUP COS INC COM
-$43.1K
25,690
-3%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$38.8K
1,315
+3%
减持
—
KELLANOVA COM
-$37.5K
2,881
-15%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
-$36.4K
8,336
+0%
增持
—
SEALED AIR CORP NEW COM
-$35.9K
8,233
+2%
减持
NTR
NUTRIEN LTD COM
+$32.5K
13,325
-5%
减持
AMAT
APPLIED MATLS INC COM
-$29.8K
1,515
-1%
减持
KTF
DWS MUNICIPAL INCOME
-$28.8K
20,834
-12%
减持
SBI
WESTERN ASSET INTER MUNI FD IN COM
-$25.9K
29,401
-11%
增持
NFLX
NETFLIX INC COM
+$23.5K
483
+1%
减持
CI
THE CIGNA GROUP COM
+$21.2K
847
-9%
减持
RTX
RTX CORPORATION COM
+$20.9K
8,112
-11%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$19.8K
4,004
+1%
增持
MSFT
MICROSOFT CORP COM
-$19.7K
3,599
+11%
增持
JPM
JPMORGAN CHASE & CO. COM
+$18.3K
2,771
+0%
增持
STEW
SRH TOTAL RETURN FUND INC COM
+$17.7K
12,849
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$17.3K
5,163
+0%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$17.1K
19,385
+1%
减持
WFC
WELLS FARGO CO NEW COM
-$17.0K
8,961
-5%
增持
DNP
DNP SELECT INCOME FD INC COM
+$16.0K
12,689
+2%
减持
BNY
BANK NEW YORK MELLON CORP COM
-$15.6K
7,693
-11%
增持
PG
PROCTER AND GAMBLE CO COM
+$15.2K
4,230
+0%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$15.1K
4,488
+0%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$15.1K
3,151
+0%
减持
FISV
FISERV INC COM
+$14.8K
1,120
-1%
减持
PSX
PHILLIPS 66 COM
-$14.2K
5,439
-10%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$12.0K
20,306
+0%
减持
TPR
TAPESTRY INC COM
+$11.1K
30,567
-7%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$10.9K
416
+2%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$8.1K
3,059
+1%
增持
CPB
THE CAMPBELLS COMPANY COM
-$5.9K
5,921
+2%
增持
NEE
NEXTERA ENERGY INC COM
-$3.5K
12,590
+1%
减持
CSCO
CISCO SYS INC COM
+$2.5K
11,125
-4%
增持
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
+$2.3K
11,223
+2%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
+$1.7K
19,137
+1%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$20
16,266
-2%
