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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 41
减持 80
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
AKRE
AKRE FOCUS ETF
+$17.7M
335,521
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
-$11.7M
973,831
-35%
建仓
XLU
STATE STREET UTILITIES SELECT SECTOR SPDR ETF
+$5.7M
123,420
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。
减持
PHYS
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
-$5.1M
788,317
-21%
增持
DE
DEERE & CO COM
+$1.2M
11,797
+0%
减持
PEO
ADAM NAT RES FD INC COM
+$985.1K
165,998
-1%
建仓
BF/B
BROWN FORMAN CORP CL B
+$534.8K
20,227
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$533.0K
35,047
+16%
增持
TGT
TARGET CORP COM
+$527.3K
4,993
+528%
建仓
IBTI
ISHARES IBONDS DEC 2028 TERM TREASURY ETF
+$509.7K
22,875
增持
TROW
PRICE T ROWE GROUP INC COM
+$492.3K
5,576
+5476%
增持
ADBE
ADOBE INC COM
+$478.8K
2,013
+6610%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
+$474.8K
7,427
+1030%
建仓
PAG
PENSKE AUTOMOTIVE GRP INC COM
+$463.7K
3,101
减持
JLL
JONES LANG LASALLE INC COM
-$420.8K
2,969
-25%
建仓
IBTH
ISHARES IBONDS DEC 2027 TERM TREASURY ETF
+$400.4K
17,852
减持
TPR
TAPESTRY INC COM
-$396.1K
15,149
-24%
减持
MMM
3M CO COM
-$345.7K
5,420
-23%
减持
NVDA
NVIDIA CORPORATION COM
-$340.4K
14,829
-5%
增持
—
EXXON MOBIL CORP COM
+$298.9K
5,965
+1%
清仓
HYD
VANECK HIGH YIELD MUNI ETF
-$294.8K
0
-100%
减持
COP
CONOCOPHILLIPS COM
+$294.5K
7,722
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$287.6K
10,120
-1%
增持
ZM
ZOOM COMMUNICATIONS INC CL A
+$263.2K
15,902
+35%
减持
AAPL
APPLE INC COM
-$259.1K
12,478
-1%
增持
INGR
INGREDION INC COM
+$253.7K
24,248
+8%
清仓
SCHX
SCHWAB US LARGE-CAP ETF
-$243.5K
0
-100%
减持
PSX
PHILLIPS 66 COM
+$224.7K
4,345
-1%
减持
GIL
GILDAN ACTIVEWEAR INC COM
-$224.0K
7,355
-27%
减持
GOOG
ALPHABET INC CAP STK CL C
-$211.4K
4,461
-6%
减持
AXP
AMERICAN EXPRESS CO COM
-$188.8K
2,709
-1%
减持
AMZN
AMAZON COM INC COM
-$171.8K
1,475
-29%
减持
WFC
WELLS FARGO & CO COM
-$170.1K
6,178
-13%
增持
PEP
PEPSICO INC COM
+$170.0K
12,307
+1%
增持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$160.9K
18,674
+5%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$160.8K
15,417
-15%
减持
OMC
OMNICOM GROUP INC COM
-$153.1K
5,840
-20%
减持
CAT
CATERPILLAR INC COM
+$152.2K
1,237
-2%
增持
MSFT
MICROSOFT CORP COM
-$147.2K
4,992
+21%
减持
PSKY
PARAMOUNT SKYDANCE CORP COM CL B
-$146.4K
16,082
-26%
减持
GD
GENERAL DYNAMICS CORP COM
-$144.3K
6,784
-8%
减持
NEE
NEXTERA ENERGY INC COM
+$144.0K
12,493
-1%
增持
CVX
CHEVRON CORPORATION COM
+$143.8K
2,575
+1%
减持
ATI
ATI INC COM
+$143.4K
5,414
-4%
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$137.3K
24,704
-21%
减持
META
META PLATFORMS INC CL A
-$136.4K
999
-7%
减持
CSCO
CISCO SYS INC COM
-$136.3K
8,618
-18%
增持
AMAT
APPLIED MATLS INC COM
+$132.2K
1,534
+1%
增持
QCOM
QUALCOMM INC COM
-$130.9K
3,333
+2%
减持
HD
HOME DEPOT INC COM
-$130.3K
1,305
-20%
减持
SMG
SCOTTS MIRACLE-GRO CO CL A
-$128.7K
7,477
-25%
减持
ABBV
ABBVIE INC COM
-$128.4K
7,030
-3%
减持
LNT
ALLIANT ENERGY CORP COM
+$115.3K
17,110
-0%
增持
AMP
AMERIPRISE FINL INC COM
-$96.7K
2,180
+0%
减持
INTC
INTEL CORP COM
+$94.2K
17,449
-5%
减持
ABT
ABBOTT LABORATORIES COM
-$93.6K
3,741
-2%
建仓
JCPB
JPMORGAN CORE PLUS BOND ETF
+$90.7K
1,926
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$87.4K
646
-66%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$87.0K
19,746
+4%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$86.5K
3,107
+155250%
减持
CL
COLGATE PALMOLIVE CO COM
-$86.2K
86
-93%
减持
NTR
NUTRIEN LTD COM
-$83.0K
3,571
-37%
减持
JPM
JPMORGAN CHASE & CO COM
-$80.4K
2,373
-2%
建仓
DFUS
DIMENSIONAL U.S. EQUITY MARKET ETF
+$79.3K
1,119
减持
SWKS
SKYWORKS SOLUTIONS INC COM
-$77.4K
2,945
-21%
建仓
MGK
VANGUARD MEGA CAP GROWTH ETF
+$76.4K
208
建仓
VFQY
VANGUARD U.S. QUALITY FACTOR ETF
+$75.8K
508
建仓
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
+$68.2K
1,293
减持
STEW
SRH TOTAL RETURN FUND INC COM
-$65.5K
10,478
-21%
建仓
DFAS
DIMENSIONAL U.S. SMALL CAP ETF
+$64.2K
903
清仓
BKNG
BOOKING HOLDINGS INC COM
-$61.6K
0
-100%
增持
FDX
FEDEX CORP COM
+$60.6K
875
+1%
建仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$60.1K
648
建仓
FLDR
FIDELITY LOW DURATION BOND FACTOR ETF
+$58.9K
1,177
减持
IVW
ISHARES S&P 500 GROWTH ETF
-$57.5K
1,214
-23%
减持
LMT
LOCKHEED MARTIN CORP COM
+$56.4K
530
-3%
增持
CASY
CASEYS GEN STORES INC COM
+$54.7K
312
+0%
减持
IBKR
INTERACTIVE BROKERS GROUP INC COM CL A
-$52.2K
81
-91%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$51.8K
4,343
+28%
减持
WMT
WALMART INC COM
+$50.6K
5,453
-3%
减持
VOE
VANGUARD MID-CAP VALUE ETF
-$50.5K
569
-35%
增持
GE
GE AEROSPACE COM NEW
-$48.9K
2,048
+0%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$47.9K
1,592
-52%
减持
ALB
ALBEMARLE CORP COM
+$47.5K
2,906
-13%
减持
VOO
VANGUARD S&P 500 ETF
-$45.1K
42
-62%
增持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$44.8K
796
+0%
减持
—
SEALED AIR CORP NEW COM
-$44.5K
5,242
-18%
增持
OXY
OCCIDENTAL PETE CORP COM
+$44.2K
1,837
+0%
减持
WM
WASTE MGMT INC DEL COM
-$44.0K
55
-79%
建仓
IBTJ
ISHARES IBONDS DEC 2029 TERM TREASURY ETF
+$43.7K
2,002
减持
MCK
MCKESSON CORP COM
+$43.6K
1,041
-0%
增持
SCHV
SCHWAB U.S. LARGE-CAP VALUE ETF
+$43.4K
16,809
+6%
减持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
-$43.3K
458
-50%
减持
WTBA
WEST BANCORPORATION INC CAP STK
+$42.4K
35,285
-2%
减持
CVS
CVS HEALTH CORP COM
-$41.9K
4,523
-2%
减持
CSX
CSX CORP COM
-$39.0K
3,747
-30%
建仓
Q
QNITY ELECTRONICS INC COMMON STOCK
+$38.9K
337
增持
ORCL
ORACLE CORP COM
+$38.8K
440
+231%
增持
PG
PROCTER & GAMBLE CO COM
+$37.6K
5,282
+4%
增持
GOOGL
ALPHABET INC CAP STK CL A
-$35.2K
1,390
+0%
增持
HAL
HALLIBURTON CO COM
+$34.5K
1,839
+40%
减持
MCD
MCDONALDS CORP COM
-$33.8K
357
-25%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
+$33.6K
192
+86%
增持
PFE
PFIZER INC COM
+$32.5K
9,407
+1%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$32.5K
0
-100%
减持
PFO
FLAHERTY & CRUMRINE PFD INCOME COM
-$31.6K
9,937
-23%
减持
—
LINDE PLC SHS
-$30.9K
10
-88%
减持
CRM
SALESFORCE INC COM
-$30.7K
265
-12%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$28.9K
951
-51%
减持
DVA
DAVITA INC COM
+$28.8K
727
-0%
清仓
AX
AXOS FINANCIAL INC COM
-$28.3K
0
-100%
建仓
YLD
PRINCIPAL ACTIVE HIGH YIELD ETF
+$27.6K
1,458
增持
UNH
UNITEDHEALTH GROUP INC COM
-$27.6K
497
+1%
建仓
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$27.4K
346
减持
CPB
THE CAMPBELLS COMPANY COM
-$27.2K
4,410
-2%
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$27.1K
10,245
+23%
减持
EMN
EASTMAN CHEM CO COM
-$26.3K
5,669
-21%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$26.1K
11
-95%
减持
CMI
CUMMINS INC COM
-$25.6K
504
-13%
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$25.5K
6,451
+1%
清仓
EFG
ISHARES MSCI EAFE GROWTH ETF
-$25.2K
0
-100%
增持
V
VISA INC COM CL A
-$25.0K
522
+0%
减持
BTU
PEABODY ENERGY CORP COM
-$24.5K
972
-49%
减持
MO
ALTRIA GROUP INC COM
-$24.3K
591
-46%
减持
MU
MICRON TECHNOLOGY INC COM
-$24.0K
124
-46%
减持
SPY
STATE STREET SPDR S&P 500 ETF
-$23.4K
200
-11%
建仓
CDE
COEUR MNG INC COM NEW
+$23.2K
1,237
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$23.2K
5
-94%
清仓
—
ASTRAZENECA PLC SPONSORED ADR
-$23.1K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$22.5K
588
-1%
减持
SLB
SLB LIMITED COM STK
+$22.5K
3,748
-15%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$22.2K
1,190
-2%
清仓
—
NEW GOLD INC CDA COM
-$21.7K
0
-100%
减持
RRC
RANGE RES CORP COM
-$21.3K
869
-49%
减持
EIX
EDISON INTL COM
+$21.1K
2,226
-6%
增持
RIO
RIO TINTO PLC SPONSORED ADR
+$20.9K
1,576
+0%
增持
DVN
DEVON ENERGY CORP NEW COM
+$20.7K
1,496
+0%
增持
PFG
PRINCIPAL FINANCIAL GROUP INC COM
+$20.5K
9,603
+0%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$20.0K
102
-50%
减持
WSM
WILLIAMS SONOMA INC COM
-$19.9K
1,231
-10%
减持
PRU
PRUDENTIAL FINL INC COM
-$19.3K
105
-60%
清仓
MTN
VAIL RESORTS INC COM
-$18.7K
0
-100%
增持
VLO
VALERO ENERGY CORP COM
+$18.5K
218
+1%
减持
DOCU
DOCUSIGN INC COM
-$18.3K
430
-24%
减持
UHS
UNIVERSAL HLTH SVCS INC CL B
-$17.9K
282
-10%
增持
WPC
WP CAREY INC COM
+$17.7K
3,954
+1%
增持
WHR
WHIRLPOOL CORP COM
-$16.0K
926
+1%
减持
DHR
DANAHER CORP DEL COM
-$16.0K
211
-14%
减持
CNI
CANADIAN NATL RY CO COM
-$15.5K
516
-26%
建仓
JMUB
JPMORGAN MUNICIPAL ETF
+$15.4K
309
