Stablepoint Partners, LLC
- SEC CIK
- 0002011237
- 最新申報
- 2026/7/9
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/11 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 242
- 較 2024 年第 4 季 +1
- 總值
- $5.52 億
- 較 2024 年第 4 季 +$716.2 萬 (+1.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| DDominion Energy, Inc | Stock | 84,075 | $471.4 萬 | 0.9% | +19,125+29.4% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 33,688 | $479.1 萬 | 0.9% | +4,610+15.9% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 137,356 | $479.6 萬 | 0.9% | +37,670+37.8% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 34,980 | $488.9 萬 | 0.9% | −2,148−5.8% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 40,458 | $493.5 萬 | 0.9% | +354+0.9% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 32,359 | $497.1 萬 | 0.9% | +3,489+12.1% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 18,667 | $497.9 萬 | 0.9% | −856−4.4% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 124,518 | $503.3 萬 | 0.9% | +4,857+4.1% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 176,931 | $504.8 萬 | 0.9% | −28,939−14.1% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 84,090 | $518.9 萬 | 0.9% | −14,646−14.8% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 60,438 | $542.5 萬 | 1.0% | +9,815+19.4% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 31,315 | $561.5 萬 | 1.0% | −8,101−20.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 65,536 | $575.3 萬 | 1.0% | −13,115−16.7% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 34,693 | $575.4 萬 | 1.0% | +1,228+3.7% | 加碼 | 歷史 |
| PSXPhillips 66 | Stock | 47,328 | $584.4 萬 | 1.1% | +3,589+8.2% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 10,335 | $595.7 萬 | 1.1% | −224−2.1% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 100,165 | $596.5 萬 | 1.1% | +9,655+10.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 132,484 | $600.9 萬 | 1.1% | +16,600+14.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 13,608 | $607.9 萬 | 1.1% | +527+4.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 67,666 | $608.0 萬 | 1.1% | +1,977+3.0% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 58,693 | $611.8 萬 | 1.1% | +14,399+32.5% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 41,009 | $614.9 萬 | 1.1% | +4,827+13.3% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 20,475 | $639.6 萬 | 1.2% | −975−4.5% | 減碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 285,741 | $658.6 萬 | 1.2% | +5,774+2.1% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 39,517 | $661.6 萬 | 1.2% | −10,535−21.0% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 98,316 | $666.1 萬 | 1.2% | +21,575+28.1% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 40,046 | $669.9 萬 | 1.2% | +208+0.5% | 加碼 | 歷史 |
| TAT&T Inc. | Stock | 245,939 | $695.5 萬 | 1.3% | −16,445−6.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 41,841 | $713.0 萬 | 1.3% | −306−0.7% | 減碼 | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 238,910 | $734.2 萬 | 1.3% | +13,393+5.9% | 加碼 | – |
| iShares Tips Bond ETF464287176 | ETF | 66,558 | $739.4 萬 | 1.3% | +2,151+3.3% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 42,917 | $816.5 萬 | 1.5% | −3,233−7.0% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 115,882 | $829.9 萬 | 1.5% | +8,049+7.5% | 加碼 | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 139,708 | $836.0 萬 | 1.5% | −15,690−10.1% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 22,786 | $855.4 萬 | 1.5% | +57+0.3% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 28,900 | $900.4 萬 | 1.6% | +6,431+28.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 127,391 | $903.1 萬 | 1.6% | +6,794+5.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 39,129 | $959.8 萬 | 1.7% | −4,952−11.2% | 減碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 164,061 | $967.3 萬 | 1.8% | −7,201−4.2% | 減碼 | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 251,348 | $1,034 萬 | 1.9% | +7,243+3.0% | 加碼 | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 225,890 | $1,110 萬 | 2.0% | −71,267−24.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 71,236 | $1,582 萬 | 2.9% | −312−0.4% | 減碼 | 歷史 |
2024 年第 4 季之後清倉（4 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。