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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 102 项
建仓 4
增持 48
减持 46
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$5.1M
1,620,422
-3%
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
+$3.6M
1,060,237
-3%
清仓
—
PARAMOUNT GLOBAL CLASS B COM
-$954.2K
0
-100%
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。
增持
AAPL
APPLE INC COM
+$759.4K
12,823
+5%
减持
TPR
TAPESTRY INC COM
+$622.8K
28,036
-4%
增持
DE
DEERE & CO COM
-$591.9K
11,685
+0%
建仓
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
+$582.4K
30,784
增持
NVDA
NVIDIA CORPORATION COM
+$443.4K
15,292
+0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$428.0K
5,306
+9%
减持
MMM
3M CO COM
-$421.5K
9,816
-23%
减持
GD
GENERAL DYNAMICS CORP COM
+$361.0K
7,666
-1%
清仓
IVW
ISHARES S&P 500 GROWTH ETF
-$346.0K
0
-100%
增持
ABBV
ABBVIE INC COM
+$345.0K
7,412
+0%
减持
INGR
INGREDION INC COM
-$315.3K
22,395
-0%
建仓
ROK
ROCKWELL AUTOMATION INC COM
+$251.2K
719
建仓
JNJ
JOHNSON & JOHNSON COM
+$247.2K
1,333
增持
RTX
RTX CORPORATION COM
+$223.0K
7,845
+5%
清仓
CI
THE CIGNA GROUP COM
-$221.4K
0
-100%
减持
—
HANESBRANDS INC COM
+$218.4K
111,115
-1%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$204.7K
3,043
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$192.6K
14,620
-6%
减持
INTC
INTEL CORP COM
+$191.1K
19,101
-5%
增持
MSFT
MICROSOFT CORP COM
+$141.1K
3,872
+3%
增持
LNT
ALLIANT ENERGY CORP COM
+$130.1K
17,631
+1%
增持
CAT
CATERPILLAR INC COM
+$127.4K
1,372
+1%
减持
NTR
NUTRIEN LTD COM
-$125.5K
8,712
-20%
减持
EMN
EASTMAN CHEM CO COM
-$125.3K
7,480
-6%
增持
PEP
PEPSICO INC COM
+$117.4K
12,164
+1%
减持
PEO
ADAM NAT RES FD INC COM
-$112.7K
168,880
-4%
减持
JLL
JONES LANG LASALLE INC COM
+$108.4K
5,361
-8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$107.3K
1,433
+5%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$101.9K
770
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$98.7K
10,325
-2%
增持
AMP
AMERIPRISE FINL INC COM
-$91.7K
2,247
+0%
增持
WMT
WALMART INC COM
+$91.4K
5,628
+13%
增持
GE
GE AEROSPACE COM NEW
+$89.5K
2,043
+0%
减持
NFLX
NETFLIX INC COM
-$89.4K
246
-14%
减持
WSM
WILLIAMS SONOMA INC COM
-$86.7K
2,449
-29%
减持
PSX
PHILLIPS 66 COM
+$85.6K
5,303
-0%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$84.1K
17,550
+8%
减持
TSLA
TESLA INC COM
+$84.1K
721
-3%
减持
PG
PROCTER AND GAMBLE CO COM
-$81.3K
5,539
-5%
增持
NEE
NEXTERA ENERGY INC COM
+$80.2K
12,616
+0%
减持
BNY
BANK NEW YORK MELLON CORP COM
+$80.0K
7,490
-7%
减持
SPHQ
INVESCO S&P 500 QUALITY ETF
-$69.5K
18,818
-7%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$61.8K
18,163
+0%
减持
ZM
ZOOM COMMUNICATIONS INC CL A
-$61.6K
12,047
-11%
清仓
—
OXFORD LANE CAP CORP COM
-$61.1K
0
-100%
减持
—
INTERPUBLIC GROUP COS INC COM
+$58.0K
23,008
-4%
减持
ALB
ALBEMARLE CORP COM
+$57.4K
3,630
-4%
减持
HD
HOME DEPOT INC COM
+$56.9K
1,618
-1%
减持
META
META PLATFORMS INC CL A
-$54.5K
1,062
-6%
增持
CARR
CARRIER GLOBAL CORPORATION COM
-$52.0K
6,598
+8%
减持
KR
KROGER CO COM
-$47.3K
4,728
-7%
增持
MCK
MCKESSON CORP COM
+$44.9K
1,109
+0%
减持
PM
PHILIP MORRIS INTL INC COM
-$41.2K
2,050
-0%
增持
ISCG
ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
+$38.3K
8,350
+0%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$38.3K
9,516
+1%
增持
SCHG
SCHWAB U S LARGE-CAP GROWTH ETF
+$37.5K
13,765
+0%
增持
SCHX
SCHWAB U S LARGE-CAP ETF
+$36.3K
18,442
+0%
增持
WPC
WP CAREY INC COM
+$34.2K
5,634
+1%
增持
AMAT
APPLIED MATLS INC COM
+$33.8K
1,524
+0%
增持
WTBA
WEST BANCORPORATION INC CAP STK
+$33.6K
35,497
+1%
增持
CVX
CHEVRON CORP NEW COM
+$33.5K
2,533
+1%
增持
—
EXXON MOBIL CORP COM
+$30.8K
5,901
+0%
减持
AXP
AMERICAN EXPRESS CO COM
+$29.6K
2,807
-1%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$29.2K
29,778
+1%
减持
COP
CONOCOPHILLIPS COM
+$28.5K
7,788
-1%
减持
CMI
CUMMINS INC COM
+$27.9K
895
-16%
增持
IVV
ISHARES CORE S&P 500 ETF
+$26.4K
489
+1%
增持
SCHV
SCHWAB U S LARGE-CAP VALUE ETF
+$24.9K
15,761
+1%
增持
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK ETF
+$24.6K
5,226
+1%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$22.8K
975
-14%
增持
AMZN
AMAZON COM INC COM
+$21.8K
2,725
+4%
减持
CVS
CVS HEALTH CORP COM
+$21.5K
5,323
-3%
减持
—
SEALED AIR CORP NEW COM
+$21.3K
6,726
-4%
减持
LMT
LOCKHEED MARTIN CORP COM
+$19.7K
613
-1%
增持
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
+$19.7K
4,521
+0%
增持
CSX
CSX CORP COM
+$18.3K
6,228
+0%
减持
CSCO
CISCO SYS INC COM
-$17.4K
11,113
-1%
增持
DSI
ISHARES ESG MSCI KLD 400 ETF
+$17.4K
1,762
+0%
减持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
-$16.4K
17,624
-13%
增持
PFE
PFIZER INC COM
+$16.4K
9,154
+2%
减持
QCOM
QUALCOMM INC COM
+$16.2K
3,324
-1%
减持
WFC
WELLS FARGO CO NEW COM
-$15.4K
7,574
-7%
减持
ABT
ABBOTT LABS COM
-$14.8K
3,885
-1%
增持
KO
COCA COLA CO COM
-$12.8K
3,235
+1%
增持
MDYG
SPDR S&P 400 MID CAP GROWTH ETF
+$12.5K
2,578
+0%
增持
FDX
FEDEX CORP COM
+$12.4K
1,260
+1%
减持
SWKS
SKYWORKS SOLUTIONS INC COM
+$9.5K
6,014
-1%
减持
JPM
JPMORGAN CHASE & CO COM
+$9.0K
2,426
-7%
减持
—
KELLANOVA COM
-$8.7K
2,657
-7%
增持
VFL
ABRDN NATL MUN INCOME FD SH BEN INT
+$8.6K
11,572
+2%
增持
STEW
SRH TOTAL RETURN FUND INC COM
+$8.3K
13,079
+1%
增持
KTF
DWS MUNICIPAL INCOME
+$7.7K
20,927
+0%
增持
HYD
VANECK HIGH YIELD MUNI ETF
+$7.2K
5,726
+1%
增持
DTF
DTF TAX-FREE INCOME 2028 TERM COM
+$6.5K
19,471
+1%
增持
AGG
ISHARES CORE U S AGGREGATE BOND ETF
+$6.1K
3,120
+1%
增持
DNP
DNP SELECT INCOME FD INC COM
+$5.5K
13,228
+2%
减持
SBI
WESTERN ASSET INTER MUNI FD IN COM
+$4.8K
28,541
-3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$4.2K
18,727
-2%
增持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$3.3K
3,179
+1%
