Clear Point Advisors Inc.
- SEC CIK
- 0002010474
- 最新申報
- 2026/7/28
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/5/16 申報。只含多頭部位。
- 持股檔數
- 555
- 2023 年第 3 季沒有申報
- 總值
- $1.13 億
- 2023 年第 3 季沒有申報
Clear Point Advisors Inc. 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 102,178 | $848.7 萬 | 7.5% | – | – | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 267,665 | $710.7 萬 | 6.3% | – | – | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 98,302 | $488.4 萬 | 4.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,528 | $390.2 萬 | 3.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 67,489 | $375.7 萬 | 3.3% | – | – | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 102,095 | $340.8 萬 | 3.0% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,459 | $327.7 萬 | 2.9% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,653 | $316.2 萬 | 2.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 11,835 | $227.9 萬 | 2.0% | – | – | 歷史 |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 37,703 | $202.3 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 38,591 | $195.8 萬 | 1.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,624 | $167.2 萬 | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 35,235 | $162.3 萬 | 1.4% | – | – | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 79,591 | $162.3 萬 | 1.4% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,523 | $132.8 萬 | 1.2% | – | – | 歷史 |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 41,621 | $132.6 萬 | 1.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 25,467 | $129.0 萬 | 1.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 24,174 | $122.4 萬 | 1.1% | – | – | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 38,328 | $120.6 萬 | 1.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,672 | $117.4 萬 | 1.0% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 18,891 | $117.0 萬 | 1.0% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 18,979 | $116.1 萬 | 1.0% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 11,201 | $115.1 萬 | 1.0% | – | – | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 36,517 | $109.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,647 | $107.1 萬 | 0.9% | – | – | – |
| Blackstone Real Estate Income Tr CL I09259K401 | Common Stock | 74,516 | $106.8 萬 | 0.9% | – | – | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 36,059 | $106.4 萬 | 0.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,922 | $100.9 萬 | 0.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,236 | $99.7 萬 | 0.9% | – | – | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 25,932 | $99.1 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 16,845 | $94.2 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 29,337 | $94.1 萬 | 0.8% | – | – | – |
| EDConsolidated Edison Inc | Stock | 9,922 | $90.3 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 18,751 | $88.4 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 5,286 | $80.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,802 | $79.1 萬 | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 21,799 | $78.4 萬 | 0.7% | – | – | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 67,499 | $77.0 萬 | 0.7% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F425 | FT VEST U.S | 23,000 | $73.8 萬 | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 9,620 | $73.2 萬 | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 17,084 | $72.6 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,961 | $69.9 萬 | 0.6% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 8,961 | $69.3 萬 | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 8,944 | $67.4 萬 | 0.6% | – | – | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 19,634 | $64.3 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 23,470 | $63.7 萬 | 0.6% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,522 | $63.2 萬 | 0.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,245 | $62.0 萬 | 0.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 5,772 | $61.0 萬 | 0.5% | – | – | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 12,476 | $60.0 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 12,165 | $58.1 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,537 | $57.8 萬 | 0.5% | – | – | 歷史 |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 18,521 | $57.8 萬 | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 7,292 | $56.9 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 16,139 | $55.6 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 9,996 | $55.4 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 14,673 | $53.8 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 8,372 | $52.7 萬 | 0.5% | – | – | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 12,881 | $52.6 萬 | 0.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,737 | $51.3 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 9,168 | $49.2 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,666 | $46.2 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 20,197 | $44.6 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 1,695 | $44.1 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 5,774 | $43.7 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 2,262 | $43.2 萬 | 0.4% | – | – | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 14,652 | $42.7 萬 | 0.4% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 8,077 | $42.6 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,685 | $42.1 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 982 | $41.9 萬 | 0.4% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 9,465 | $38.5 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,140 | $36.4 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 10,045 | $36.4 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 5,326 | $36.3 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 961 | $34.0 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,362 | $33.8 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,061 | $32.5 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 5,789 | $31.9 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 10,948 | $31.4 萬 | 0.3% | – | – | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 3,901 | $30.0 萬 | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,679 | $29.0 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,940 | $28.9 萬 | 0.3% | – | – | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 5,677 | $27.3 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 12,834 | $27.3 萬 | 0.2% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,918 | $26.2 萬 | 0.2% | – | – | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 5,165 | $25.8 萬 | 0.2% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 7,403 | $25.7 萬 | 0.2% | – | – | – |
| MCKMcKesson Corp | Stock | 547 | $25.3 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 9,359 | $24.5 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 509 | $24.3 萬 | 0.2% | – | – | – |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,306 | $23.9 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 6,947 | $23.5 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 5,774 | $22.9 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,740 | $21.8 萬 | 0.2% | – | – | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 6,070 | $21.7 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 12,865 | $21.6 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,244 | $21.2 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 432 | $21.0 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 3,640 | $20.0 萬 | 0.2% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 2,506 | $19.3 萬 | 0.2% | – | – | – |