Clear Point Advisors Inc.
- SEC CIK
- 0002010474
- 最新申報
- 2026/7/28
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 114
- 較 2025 年第 2 季 +6
- 總值
- $1.29 億
- 較 2025 年第 2 季 +$1,003 萬 (+8.5%)
| 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 | 383,174 | $1,223 萬 | 9.5% | −2,411−0.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,997 | $540.2 萬 | 4.2% | −211−2.3% | 減碼 | – |
| Doubleline ETF Trust25861R204 | SHILLER CAPE U S | 157,490 | $513.1 萬 | 4.0% | −13,618−8.0% | 減碼 | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 182,729 | $469.8 萬 | 3.7% | −2,119−1.1% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,838 | $455.5 萬 | 3.5% | −55−0.8% | 減碼 | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 41,354 | $416.4 萬 | 3.2% | +2,640+6.8% | 加碼 | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 89,700 | $369.1 萬 | 2.9% | −150−0.2% | 減碼 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 6,115 | $364.5 萬 | 2.8% | −31−0.5% | 減碼 | 歷史 |
| BARGraniteShares Gold Trust | SHS BEN INT | 93,616 | $356.3 萬 | 2.8% | −3,510−3.6% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 13,238 | $337.1 萬 | 2.6% | +1,815+15.9% | 加碼 | 歷史 |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 57,403 | $241.3 萬 | 1.9% | +3,795+7.1% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 37,565 | $225.1 萬 | 1.7% | +865+2.4% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 85,364 | $224.8 萬 | 1.7% | −2,538−2.9% | 減碼 | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 39,082 | $196.5 萬 | 1.5% | −10,625−21.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 35,695 | $186.5 萬 | 1.4% | −513−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q274 | SHORT DURA CORE | 38,133 | $181.6 萬 | 1.4% | +38,133 | 新進 | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 36,112 | $165.5 萬 | 1.3% | +138+0.4% | 加碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 20,621 | $164.8 萬 | 1.3% | +5,591+37.2% | 加碼 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 20,863 | $164.6 萬 | 1.3% | +487+2.4% | 加碼 | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 31,033 | $157.4 萬 | 1.2% | −33,580−52.0% | 減碼 | – |
| Aim ETF Products Trust00888H802 | ALLIA US JAN ETF | 37,322 | $134.9 萬 | 1.0% | −484−1.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 17,122 | $134.1 萬 | 1.0% | +245+1.5% | 加碼 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 33,740 | $131.2 萬 | 1.0% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 25,683 | $131.1 萬 | 1.0% | −1,875−6.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,051 | $130.6 萬 | 1.0% | +21+0.3% | 加碼 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,088 | $127.9 萬 | 1.0% | −195−8.5% | 減碼 | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,824 | $121.5 萬 | 0.9% | +176+3.1% | 加碼 | – |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 24,503 | $114.9 萬 | 0.9% | 00.0% | 不變 | – |
| Aim ETF Products Trust00888H208 | ALLIANZIM US EQT | 32,181 | $110.2 萬 | 0.9% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 4,967 | $109.1 萬 | 0.8% | +102+2.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,301 | $106.7 萬 | 0.8% | +5+0.2% | 加碼 | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 38,822 | $102.1 萬 | 0.8% | −827−2.1% | 減碼 | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 8,134 | $100.8 萬 | 0.8% | −320−3.8% | 減碼 | – |
| EDConsolidated Edison Inc | Stock | 9,874 | $99.3 萬 | 0.8% | −95−1.0% | 減碼 | 歷史 |
| WisdomTree Tr97717Y394 | 1 3 YR LADDERED | 17,434 | $99.2 萬 | 0.8% | +11,392+188.5% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 1,908 | $98.8 萬 | 0.8% | +474+33.1% | 加碼 | 歷史 |
| TCW ETF Trust29287L874 | HIGH YIELD BOND | 32,019 | $98.3 萬 | 0.8% | −936−2.8% | 減碼 | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 33,667 | $93.9 萬 | 0.7% | −843−2.4% | 減碼 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 31,275 | $92.7 萬 | 0.7% | −215−0.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 21,637 | $90.0 萬 | 0.7% | 00.0% | 不變 | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 11,205 | $89.6 萬 | 0.7% | +1,052+10.4% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,771 | $89.0 萬 | 0.7% | −1−0.1% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 9,244 | $86.3 萬 | 0.7% | 00.0% | 不變 | – |
| Capital Grp Fixed Incm ETF T14020Y508 | CORE BOND ETF | 29,382 | $86.1 萬 | 0.7% | +29,382 | 新進 | – |
| NVDANVIDIA Corp | Stock | 4,374 | $81.6 萬 | 0.6% | +141+3.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 14,849 | $79.0 萬 | 0.6% | −60−0.4% | 減碼 | – |
| MUJBlackRock Muniholdings New Jersey Quality Fund, Inc. | COM | 67,499 | $78.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 14,452 | $76.4 萬 | 0.6% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 15,285 | $74.9 萬 | 0.6% | +2,772+22.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 14,774 | $74.6 萬 | 0.6% | −1,298−8.1% | 減碼 | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 17,846 | $73.5 萬 | 0.6% | +839+4.9% | 加碼 | – |
| Aim ETF Products Trust00888H786 | ALLIA US FEB ETF | 22,009 | $72.9 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 22,283 | $72.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 4,895 | $71.3 萬 | 0.6% | −44−0.9% | 減碼 | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 7,753 | $70.3 萬 | 0.5% | −101−1.3% | 減碼 | – |
| Innovator ETFs Trust45784N536 | EQUITY DUAL DIRT | 34,619 | $69.9 萬 | 0.5% | +34,619 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 24,825 | $67.8 萬 | 0.5% | −2,377−8.7% | 減碼 | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 17,717 | $67.4 萬 | 0.5% | +30.0% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,948 | $66.1 萬 | 0.5% | +14+0.2% | 加碼 | – |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 13,649 | $65.9 萬 | 0.5% | 00.0% | 不變 | – |
| METAMeta Platforms, Inc. | Stock | 896 | $65.8 萬 | 0.5% | +73+8.9% | 加碼 | 歷史 |
| Aim ETF Products Trust00888H406 | ALLIANZIM US EQT | 16,969 | $65.2 萬 | 0.5% | −225−1.3% | 減碼 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 15,153 | $64.7 萬 | 0.5% | +3,050+25.2% | 加碼 | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,435 | $63.2 萬 | 0.5% | −141−5.5% | 減碼 | – |
| Franklin Templeton ETF Tr35473P884 | US MID CP MLTFCT | 10,862 | $61.3 萬 | 0.5% | +112+1.0% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 8,769 | $60.5 萬 | 0.5% | +33+0.4% | 加碼 | – |
| VVisa Inc. | Stock | 1,758 | $60.0 萬 | 0.5% | +46+2.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,021 | $58.1 萬 | 0.5% | +39+4.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 13,672 | $56.1 萬 | 0.4% | 00.0% | 不變 | – |
| GLDSPDR Gold Trust | ETF | 1,499 | $53.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 5,804 | $53.1 萬 | 0.4% | +3+0.1% | 加碼 | – |
| NFLXNetflix Inc | Stock | 442 | $53.0 萬 | 0.4% | +14+3.3% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C342 | US SML CP PWR ET | 15,459 | $52.9 萬 | 0.4% | 00.0% | 不變 | – |
| BNY Mellon ETF Trust09661T107 | US LRG CP CORE | 3,890 | $52.4 萬 | 0.4% | +832+27.2% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,390 | $52.2 萬 | 0.4% | −19−0.4% | 減碼 | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 12,849 | $51.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F573 | FT VEST INTER EQ | 19,410 | $51.0 萬 | 0.4% | −300−1.5% | 減碼 | – |
| JNJJohnson & Johnson | Stock | 2,712 | $50.3 萬 | 0.4% | −10.0% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,115 | $49.6 萬 | 0.4% | −22−1.9% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,997 | $48.0 萬 | 0.4% | +627+8.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,024 | $45.8 萬 | 0.4% | +366+5.5% | 加碼 | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 4,936 | $45.2 萬 | 0.4% | −135−2.7% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 1,322 | $41.7 萬 | 0.3% | +148+12.6% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 499 | $38.5 萬 | 0.3% | +1+0.2% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 5,414 | $38.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U638 | FT VEST EQ ENHAN | 11,012 | $38.5 萬 | 0.3% | 00.0% | 不變 | – |
| PIMCO ETF Tr72201R874 | SHTRM MUN BD ACT | 7,583 | $38.3 萬 | 0.3% | −172−2.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,350 | $38.2 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 8,266 | $37.7 萬 | 0.3% | −979−10.6% | 減碼 | – |
| TAT&T Inc. | Stock | 13,178 | $37.2 萬 | 0.3% | −12−0.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 1,961 | $37.2 萬 | 0.3% | −369−15.8% | 減碼 | – |
| Innovator ETFs Trust45782C516 | EMRGNG MKT JAN | 10,691 | $35.5 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 13,405 | $33.6 萬 | 0.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 7,090 | $32.4 萬 | 0.3% | −186−2.6% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 7,359 | $32.3 萬 | 0.3% | −113−1.5% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 470 | $31.5 萬 | 0.2% | +72+18.1% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,404 | $30.9 萬 | 0.2% | +392+7.8% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 5,653 | $29.6 萬 | 0.2% | −712−11.2% | 減碼 | – |
| Innovator ETFs Trust45783Y533 | INNOVATOR INTER | 9,206 | $29.3 萬 | 0.2% | +247+2.8% | 加碼 | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 6,554 | $28.7 萬 | 0.2% | −393−5.7% | 減碼 | – |