Stablepoint Partners, LLC
- SEC CIK
- 0002011237
- 最新申報
- 2026/7/9
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/13 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 249
- 較 2025 年第 1 季 +7
- 總值
- $5.88 億
- 較 2025 年第 1 季 +$3,590 萬 (+6.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ANETArista Networks, Inc. | Stock | 9,406 | $96.2 萬 | 0.2% | +77+0.8% | 加碼 | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 5,035 | $97.0 萬 | 0.2% | −897−15.1% | 減碼 | – |
| DISWalt Disney Co | Stock | 8,026 | $99.5 萬 | 0.2% | −1,690−17.4% | 減碼 | 歷史 |
| LVSLas Vegas Sands Corp | COM | 23,827 | $103.7 萬 | 0.2% | −943−3.8% | 減碼 | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 21,416 | $105.9 萬 | 0.2% | +265+1.3% | 加碼 | – |
| NDAQNasdaq, Inc. | COM | 11,854 | $106.0 萬 | 0.2% | −52−0.4% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,488 | $108.8 萬 | 0.2% | −736−17.4% | 減碼 | 歷史 |
| Capital Group New Geography14021N105 | SHS | 39,569 | $114.0 萬 | 0.2% | +2,079+5.5% | 加碼 | – |
| MLMMartin Marietta Materials Inc | COM | 2,077 | $114.0 萬 | 0.2% | +162+8.5% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 12,677 | $115.7 萬 | 0.2% | +448+3.7% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 34,282 | $115.9 萬 | 0.2% | +1,452+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,708 | $118.7 萬 | 0.2% | +225+9.1% | 加碼 | – |
| STZConstellation Brands, Inc. | Stock | 7,438 | $121.0 萬 | 0.2% | +97+1.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,319 | $130.6 萬 | 0.2% | −8−0.6% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 12,555 | $130.8 萬 | 0.2% | +671+5.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,702 | $131.3 萬 | 0.2% | −20−0.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,651 | $131.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SNYSanofi | SPONSORED ADR | 27,573 | $133.2 萬 | 0.2% | +628+2.3% | 加碼 | 歷史 |
| TGTTarget Corp | Stock | 13,640 | $134.6 萬 | 0.2% | +831+6.5% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,491 | $136.4 萬 | 0.2% | −30.0% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 1,317 | $138.2 萬 | 0.2% | +20+1.5% | 加碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 20,066 | $138.5 萬 | 0.2% | +1,268+6.7% | 加碼 | 歷史 |
| SNOWSnowflake Inc. | Stock | 6,200 | $138.7 萬 | 0.2% | +76+1.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 1,775 | $139.8 萬 | 0.2% | −975−35.5% | 減碼 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 23,700 | $141.6 萬 | 0.2% | −163−0.7% | 減碼 | – |
| MUMicron Technology Inc | Stock | 11,626 | $143.3 萬 | 0.2% | +1,149+11.0% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 19,283 | $143.3 萬 | 0.2% | +723+3.9% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,396 | $143.5 萬 | 0.2% | +47+3.5% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,558 | $143.7 萬 | 0.2% | −131−4.9% | 減碼 | 歷史 |
| SRESempra | Stock | 19,057 | $144.4 萬 | 0.2% | +536+2.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 32,377 | $146.5 萬 | 0.2% | +1,262+4.1% | 加碼 | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 80,936 | $146.7 萬 | 0.2% | +4,756+6.2% | 加碼 | 歷史 |
| STLDSteel Dynamics Inc | COM | 11,645 | $149.1 萬 | 0.3% | +236+2.1% | 加碼 | 歷史 |
| INDBIndependent Bank Corp | COM | 23,726 | $149.2 萬 | 0.3% | +694+3.0% | 加碼 | 歷史 |
| VLOValero Energy Corp | Stock | 11,222 | $150.8 萬 | 0.3% | −720−6.0% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 5,245 | $152.0 萬 | 0.3% | +82+1.6% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,423 | $153.0 萬 | 0.3% | +174+3.3% | 加碼 | 歷史 |
| AZNAstraZeneca PLC | SPONSORED ADR | 21,938 | $153.3 萬 | 0.3% | +113+0.5% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,224 | $154.0 萬 | 0.3% | −78−1.5% | 減碼 | 歷史 |
| TXRHTexas Roadhouse, Inc. | COM | 8,220 | $154.1 萬 | 0.3% | +160+2.0% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 4,563 | $156.7 萬 | 0.3% | +72+1.6% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,566 | $156.8 萬 | 0.3% | +317+3.8% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 3,904 | $158.3 萬 | 0.3% | +8+0.2% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 8,804 | $160.2 萬 | 0.3% | +433+5.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 7,883 | $161.3 萬 | 0.3% | −647−7.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 46,015 | $164.2 萬 | 0.3% | +1,053+2.3% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 19,324 | $165.4 萬 | 0.3% | +257+1.3% | 加碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 6,133 | $167.2 萬 | 0.3% | +145+2.4% | 加碼 | 歷史 |
| RBRKRubrik, Inc. | Stock | 18,734 | $167.8 萬 | 0.3% | +1,139+6.5% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 15,499 | $175.8 萬 | 0.3% | +43+0.3% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 12,502 | $177.4 萬 | 0.3% | +948+8.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,439 | $178.7 萬 | 0.3% | +14+0.6% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 5,898 | $179.4 萬 | 0.3% | +83+1.4% | 加碼 | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 44,779 | $181.3 萬 | 0.3% | +2,071+4.8% | 加碼 | – |
| PLDPrologis, Inc. | REIT | 17,789 | $187.0 萬 | 0.3% | +300+1.7% | 加碼 | 歷史 |
| APOApollo Global Management, Inc. | COM | 13,328 | $189.1 萬 | 0.3% | +1,010+8.2% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 46,532 | $198.2 萬 | 0.3% | +1,080+2.4% | 加碼 | – |
| DGDollar General Corp | COM | 17,474 | $199.9 萬 | 0.3% | +110+0.6% | 加碼 | 歷史 |
| RJFRaymond James Financial Inc | COM | 13,035 | $199.9 萬 | 0.3% | +329+2.6% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 31,902 | $200.4 萬 | 0.3% | +214+0.7% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 11,395 | $202.1 萬 | 0.3% | +293+2.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 6,439 | $205.4 萬 | 0.3% | +195+3.1% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,477 | $209.2 萬 | 0.4% | +83+1.1% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,921 | $216.3 萬 | 0.4% | +157+4.2% | 加碼 | – |
| XOMExxonMobil Holdings Corp | COM | 20,186 | $217.6 萬 | 0.4% | −973−4.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 16,169 | $219.5 萬 | 0.4% | +133+0.8% | 加碼 | – |
| LOWLowes Companies Inc | Stock | 10,334 | $229.3 萬 | 0.4% | +412+4.2% | 加碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 3,348 | $233.9 萬 | 0.4% | +113+3.5% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,262 | $234.1 萬 | 0.4% | +368+1.8% | 加碼 | – |
| COINCoinbase Global, Inc. | COM CL A | 6,689 | $234.4 萬 | 0.4% | +56+0.8% | 加碼 | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,700 | $239.4 萬 | 0.4% | −292−5.8% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 6,820 | $242.1 萬 | 0.4% | −68−1.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,276 | $255.4 萬 | 0.4% | −79−2.4% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 5,935 | $259.6 萬 | 0.4% | −100−1.7% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 17,924 | $261.7 萬 | 0.4% | +18+0.1% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 28,799 | $263.9 萬 | 0.4% | +460+1.6% | 加碼 | 歷史 |
| OSKOshkosh Corp | COM | 23,351 | $265.1 萬 | 0.5% | +716+3.2% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 14,774 | $265.4 萬 | 0.5% | −203−1.4% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 4,938 | $268.3 萬 | 0.5% | +74+1.5% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 8,586 | $272.7 萬 | 0.5% | −78−0.9% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 12,799 | $279.8 萬 | 0.5% | −139−1.1% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 20,650 | $280.9 萬 | 0.5% | +224+1.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 5,567 | $283.1 萬 | 0.5% | +70+1.3% | 加碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 25,864 | $286.8 萬 | 0.5% | −958−3.6% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 13,416 | $303.9 萬 | 0.5% | +344+2.6% | 加碼 | 歷史 |
| First Tr Exchange Traded FD33738R605 | DORSEY WRT 5 ETF | 53,642 | $317.9 萬 | 0.5% | +197+0.4% | 加碼 | – |
| MDLZMondelez International, Inc. | Stock | 47,714 | $321.8 萬 | 0.5% | +332+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 27,409 | $338.5 萬 | 0.6% | +176+0.6% | 加碼 | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 150,244 | $350.5 萬 | 0.6% | +10,133+7.2% | 加碼 | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 53,940 | $352.5 萬 | 0.6% | +192+0.4% | 加碼 | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 79,997 | $357.6 萬 | 0.6% | −845−1.0% | 減碼 | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 37,974 | $363.7 萬 | 0.6% | +2,651+7.5% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,235 | $373.2 萬 | 0.6% | −682−3.6% | 減碼 | – |
| EIXEdison International | Stock | 73,419 | $378.8 萬 | 0.6% | +2,109+3.0% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 144,594 | $382.9 萬 | 0.7% | +7,238+5.3% | 加碼 | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 67,125 | $388.4 萬 | 0.7% | +3,014+4.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 166,735 | $404.2 萬 | 0.7% | +5,615+3.5% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,237 | $412.8 萬 | 0.7% | +131+0.6% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 3,110 | $416.5 萬 | 0.7% | −224−6.7% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 45,431 | $423.9 萬 | 0.7% | −1,242−2.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（3 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。