Clear Point Advisors Inc.
- SEC CIK
- 0002010474
- 最新申報
- 2026/7/28
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/17 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 108
- 較 2025 年第 1 季 +2
- 總值
- $1.19 億
- 較 2025 年第 1 季 +$743.8 萬 (+6.7%)
| 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 | 385,585 | $1,126 萬 | 9.5% | −7,242−1.8% | 減碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 171,108 | $544.3 萬 | 4.6% | +4,000+2.4% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,208 | $507.9 萬 | 4.3% | +41+0.4% | 加碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 184,848 | $440.5 萬 | 3.7% | −2,894−1.5% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,893 | $425.9 萬 | 3.6% | +67+1.0% | 加碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 38,714 | $389.2 萬 | 3.3% | −2,138−5.2% | 減碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 89,850 | $357.2 萬 | 3.0% | −3,069−3.3% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,146 | $346.1 萬 | 2.9% | −113−1.8% | 減碼 | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 64,613 | $327.5 萬 | 2.8% | +1,920+3.1% | 加碼 | – |
| BARGraniteShares Gold Trust | SHS BEN INT | 97,126 | $311.0 萬 | 2.6% | +600+0.6% | 加碼 | 歷史 |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 49,707 | $250.1 萬 | 2.1% | +655+1.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 11,423 | $234.4 萬 | 2.0% | −40.0% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 36,700 | $219.7 萬 | 1.9% | −348−0.9% | 減碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 87,902 | $214.8 萬 | 1.8% | −125−0.1% | 減碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 53,608 | $211.7 萬 | 1.8% | +9,965+22.8% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 36,208 | $181.1 萬 | 1.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 35,974 | $165.1 萬 | 1.4% | +31+0.1% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 20,376 | $150.8 萬 | 1.3% | +2,532+14.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 27,558 | $140.3 萬 | 1.2% | +89+0.3% | 加碼 | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 37,806 | $132.1 萬 | 1.1% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,283 | $129.7 萬 | 1.1% | +192+9.2% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 33,740 | $127.5 萬 | 1.1% | −191−0.6% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,030 | $123.4 萬 | 1.0% | +79+1.3% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 16,877 | $122.7 萬 | 1.0% | +18+0.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,030 | $119.5 萬 | 1.0% | +205+1.4% | 加碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 24,503 | $110.7 萬 | 0.9% | −457−1.8% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,648 | $110.1 萬 | 0.9% | −52−0.9% | 減碼 | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 32,181 | $107.4 萬 | 0.9% | −700−2.1% | 減碼 | – |
| AMZNAmazon Com Inc | Stock | 4,865 | $106.7 萬 | 0.9% | +210+4.5% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,296 | $101.2 萬 | 0.9% | −143−5.9% | 減碼 | 歷史 |
| TCW ETF Trust29287L874 | HIGH YIELD BOND | 32,955 | $101.0 萬 | 0.9% | +638+2.0% | 加碼 | – |
| EDConsolidated Edison Inc | Stock | 9,969 | $100.0 萬 | 0.8% | +30.0% | 加碼 | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 8,454 | $99.9 萬 | 0.8% | −159−1.8% | 減碼 | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 39,649 | $97.3 萬 | 0.8% | −20,509−34.1% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,490 | $88.3 萬 | 0.7% | −2,569−7.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 21,637 | $87.9 萬 | 0.7% | 00.0% | 不變 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,510 | $87.3 萬 | 0.7% | −1,325−3.7% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,772 | $86.1 萬 | 0.7% | −378−17.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,244 | $82.6 萬 | 0.7% | +154+1.7% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 16,072 | $79.8 萬 | 0.7% | −4,271−21.0% | 減碼 | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 14,909 | $75.7 萬 | 0.6% | 00.0% | 不變 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 10,153 | $75.2 萬 | 0.6% | +394+4.0% | 加碼 | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 67,499 | $73.9 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,434 | $72.8 萬 | 0.6% | +31+2.2% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 14,452 | $72.4 萬 | 0.6% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 27,202 | $72.1 萬 | 0.6% | −2,806−9.4% | 減碼 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 22,283 | $71.2 萬 | 0.6% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 22,009 | $70.3 萬 | 0.6% | 00.0% | 不變 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 17,007 | $69.8 萬 | 0.6% | +1,002+6.3% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 4,233 | $66.9 萬 | 0.6% | +71+1.7% | 加碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,939 | $66.7 萬 | 0.6% | −92−1.8% | 減碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,934 | $65.1 萬 | 0.5% | +12+0.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,576 | $64.0 萬 | 0.5% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 17,194 | $63.9 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 7,854 | $62.5 萬 | 0.5% | −32−0.4% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 17,714 | $62.5 萬 | 0.5% | −157−0.9% | 減碼 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 13,649 | $61.6 萬 | 0.5% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 12,513 | $60.8 萬 | 0.5% | +96+0.8% | 加碼 | – |
| VVisa Inc. | Stock | 1,712 | $60.8 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 823 | $60.8 萬 | 0.5% | +36+4.6% | 加碼 | 歷史 |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 10,750 | $58.4 萬 | 0.5% | −1,930−15.2% | 減碼 | – |
| NFLXNetflix Inc | Stock | 428 | $57.3 萬 | 0.5% | −4−0.9% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 8,736 | $57.2 萬 | 0.5% | +32+0.4% | 加碼 | – |
| MAMastercard Inc | Stock | 982 | $55.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 13,672 | $54.0 萬 | 0.5% | 00.0% | 不變 | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 5,801 | $50.4 萬 | 0.4% | +5+0.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 19,710 | $50.3 萬 | 0.4% | −278−1.4% | 減碼 | – |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 15,459 | $50.1 萬 | 0.4% | +807+5.5% | 加碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 12,103 | $48.7 萬 | 0.4% | +12,103 | 新進 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,409 | $48.2 萬 | 0.4% | −89−2.0% | 減碼 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 12,849 | $48.2 萬 | 0.4% | −1,400−9.8% | 減碼 | – |
| GLDSPDR Gold Trust | ETF | 1,499 | $45.7 萬 | 0.4% | −150−9.1% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,370 | $44.1 萬 | 0.4% | +113+1.6% | 加碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,330 | $42.4 萬 | 0.4% | +980+72.6% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 5,071 | $41.8 萬 | 0.4% | −48−0.9% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,713 | $41.4 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,658 | $41.3 萬 | 0.3% | −179−2.6% | 減碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 9,245 | $40.5 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,755 | $38.9 萬 | 0.3% | +50+0.6% | 加碼 | – |
| TAT&T Inc. | Stock | 13,190 | $38.2 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U638 | FT VEST EQ ENHAN | 11,012 | $37.4 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 5,414 | $36.8 萬 | 0.3% | −175−3.1% | 減碼 | – |
| MCKMcKesson Corp | Stock | 498 | $36.5 萬 | 0.3% | −52−9.5% | 減碼 | 歷史 |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 3,058 | $36.2 萬 | 0.3% | +341+12.6% | 加碼 | – |
| TSLATesla, Inc. | Stock | 1,137 | $36.1 萬 | 0.3% | +7+0.6% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,350 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 10,691 | $34.3 萬 | 0.3% | 00.0% | 不變 | – |
| JPMJPMorgan Chase & Co | Stock | 1,174 | $34.0 萬 | 0.3% | +3+0.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 13,405 | $32.8 萬 | 0.3% | +2,735+25.6% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 6,365 | $32.7 萬 | 0.3% | −565−8.2% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 7,472 | $32.3 萬 | 0.3% | −519−6.5% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 7,276 | $31.8 萬 | 0.3% | +1,506+26.1% | 加碼 | – |
| WisdomTree Tr97717Y394 | 1 3 YR LADDERED | 6,042 | $30.6 萬 | 0.3% | +390+6.9% | 加碼 | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 6,947 | $29.3 萬 | 0.2% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,012 | $28.5 萬 | 0.2% | +110+2.2% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,762 | $28.0 萬 | 0.2% | +899+23.3% | 加碼 | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 8,959 | $27.7 萬 | 0.2% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 933 | $27.5 萬 | 0.2% | +45+5.1% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H505 | ALLIA US OCT ETF | 7,306 | $27.0 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 6,522 | $25.5 萬 | 0.2% | 00.0% | 不變 | – |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| PIMCO ETF Tr72201R635 | MUNI INCOME OPP | 6,354 | $28.4 萬 | 0.3% | – |