小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 105 项
建仓 8
增持 41
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$791.4K
1,665,063
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$777.5K
15,253
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$661.6K
10,483
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。
-3%
减持
MMM
3M CO COM
-$619.1K
12,774
-27%
减持
PEO
ADAM NAT RES FD INC COM
-$556.6K
175,340
-7%
增持
MSFT
MICROSOFT CORP COM
+$513.4K
3,748
+4%
减持
DE
DEERE & CO COM
+$424.8K
11,672
-1%
减持
TPR
TAPESTRY INC COM
+$399.2K
29,057
-5%
减持
WSM
WILLIAMS SONOMA INC COM
-$316.5K
3,461
-38%
减持
AAPL
APPLE INC COM
-$308.0K
12,212
-4%
建仓
LMT
LOCKHEED MARTIN CORP COM
+$286.1K
618
清仓
DVA
DAVITA INC COM
-$267.5K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$262.8K
497
增持
GOOG
ALPHABET INC CAP STK CL C
+$261.4K
4,872
+26%
清仓
FISV
FISERV INC COM
-$247.3K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$244.2K
0
-100%
建仓
TSLA
TESLA INC COM
+$236.8K
745
清仓
CPB
THE CAMPBELLS COMPANY COM
-$236.4K
0
-100%
建仓
SHOP
SHOPIFY INC CL A SUB VTG SHS
+$230.7K
2,000
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$217.9K
0
-100%
建仓
PFE
PFIZER INC COM
+$216.8K
8,946
增持
PG
PROCTER AND GAMBLE CO COM
+$211.4K
5,852
+38%
增持
PEP
PEPSICO INC COM
-$205.3K
12,049
+1%
建仓
DSI
ISHARES ESG MSCI KLD 400 ETF
+$204.6K
1,761
清仓
SLB
SCHLUMBERGER LTD COM STK
-$204.3K
0
-100%
建仓
CSX
CSX CORP COM
+$202.9K
6,217
清仓
V
VISA INC COM CL A
-$201.7K
0
-100%
减持
—
PARAMOUNT GLOBAL CLASS B COM
-$196.4K
73,971
-23%
增持
AMP
AMERIPRISE FINL INC COM
+$191.9K
2,240
+8%
增持
AMZN
AMAZON COM INC COM
+$190.1K
2,628
+29%
减持
ATI
ATI INC COM
+$189.9K
5,613
-1%
减持
ABBV
ABBVIE INC COM
-$180.6K
7,388
-0%
减持
COP
CONOCOPHILLIPS COM
-$175.4K
7,892
-6%
减持
EMN
EASTMAN CHEM CO COM
-$169.6K
7,995
-8%
减持
META
META PLATFORMS INC CL A
+$164.7K
1,131
-3%
减持
—
HANESBRANDS INC COM
-$154.3K
112,202
-3%
减持
CMI
CUMMINS INC COM
-$148.8K
1,069
-33%
减持
GD
GENERAL DYNAMICS CORP COM
+$138.8K
7,725
-0%
减持
AXP
AMERICAN EXPRESS CO COM
+$130.7K
2,831
-1%
增持
GE
GE AEROSPACE COM NEW
+$124.9K
2,040
+2%
减持
—
INTERPUBLIC GROUP COS INC COM
-$113.6K
23,862
-7%
减持
JLL
JONES LANG LASALLE INC COM
-$106.7K
5,828
-10%
增持
SPHQ
INVESCO S&P 500 QUALITY ETF
+$101.6K
20,329
+0%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$93.3K
1,129
-13%
增持
CSCO
CISCO SYS INC COM
+$91.3K
11,210
+1%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$91.0K
8,080
+5%
增持
QCOM
QUALCOMM INC COM
+$88.5K
3,370
+15%
减持
CAT
CATERPILLAR INC COM
+$78.9K
1,359
-0%
减持
JPM
JPMORGAN CHASE & CO. COM
+$76.7K
2,609
-6%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$76.0K
31,161
+1%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
+$74.7K
15,542
-10%
减持
—
EXXON MOBIL CORP COM
-$72.3K
5,886
-1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$69.2K
18,115
+0%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$68.2K
6,093
+2%
减持
NFLX
NETFLIX INC COM
-$66.1K
287
-41%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$61.8K
13,535
-11%
建仓
—
OXFORD LANE CAP CORP COM
+$61.1K
14,546
增持
AMAT
APPLIED MATLS INC COM
+$58.2K
1,519
+0%
减持
CI
THE CIGNA GROUP COM
-$57.2K
670
-21%
增持
IVW
ISHARES S&P 500 GROWTH ETF
+$54.5K
3,143
+0%
减持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
-$54.0K
9,450
-1%
增持
WMT
WALMART INC COM
+$50.5K
4,998
+0%
减持
INTC
INTEL CORP COM
-$48.8K
20,079
-9%
增持
CVX
CHEVRON CORP NEW COM
-$47.7K
2,513
+3%
减持
ELV
ELEVANCE HEALTH INC COM
-$47.2K
902
-1%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$44.6K
18,390
+0%
减持
ALB
ALBEMARLE CORP COM
-$43.9K
3,779
-3%
减持
INGR
INGREDION INC COM
-$41.7K
22,489
-2%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
+$39.6K
8,343
+0%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$38.7K
5,200
+1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$37.8K
1,369
+4%
减持
PSX
PHILLIPS 66 COM
-$35.9K
5,328
-2%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$34.9K
19,136
-1%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$34.0K
13,752
-6%
增持
ABT
ABBOTT LABS COM
+$30.9K
3,935
+3%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$30.8K
4,508
+0%
减持
NTR
NUTRIEN LTD COM
-$24.2K
10,953
-18%
增持
VZ
VERIZON COMMUNICATIONS INC COM
-$23.9K
29,570
+3%
减持
FDX
FEDEX CORP COM
-$21.7K
1,253
-0%
减持
—
SEALED AIR CORP NEW COM
-$21.4K
6,977
-15%
增持
KO
COCA COLA CO COM
+$21.2K
3,214
+12%
减持
NEE
NEXTERA ENERGY INC COM
-$20.3K
12,564
-0%
增持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$19.5K
2,574
+0%
减持
RTX
RTX CORPORATION COM
+$15.1K
7,463
-8%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$13.2K
1,098,542
-5%
减持
—
KELLANOVA COM
-$11.0K
2,850
-1%
减持
SBI
WESTERN ASSET INTER MUNI FD IN COM
-$8.3K
29,388
-0%
减持
KR
KROGER CO COM
+$8.2K
5,103
-3%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
+$8.0K
6,084
-12%
增持
STEW
SRH TOTAL RETURN FUND INC COM
+$7.6K
12,965
+1%
增持
HD
HOME DEPOT INC COM
+$7.3K
1,633
+1%
减持
WFC
WELLS FARGO CO NEW COM
+$7.0K
8,116
-9%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
-$6.4K
16,186
+3%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$5.1K
3,162
+0%
增持
HYD
VANECK HIGH YIELD MUNI ETF
-$4.4K
5,661
+0%
减持
CVS
CVS HEALTH CORP COM
-$4.2K
5,506
-3%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$4.1K
3,091
+1%
增持
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
-$3.7K
11,397
+2%
增持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
+$3.2K
20,354
+1%
增持
WTBA
WEST BANCORPORATION INC CAP STK
-$2.3K
35,030
+1%
增持
LNT
ALLIANT ENERGY CORP COM
-$1.9K
17,504
+6%
减持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$1.5K
15,681
-4%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
+$1.5K
19,304
+1%
增持
DNP
DNP SELECT INCOME FD INC COM
+$1.4K
12,959
+2%
增持
WPC
WP CAREY INC COM
+$1.2K
5,554
+2%
