Black Point Wealth Management
- SEC CIK
- 0002032846
- 最新申報
- 2025/7/17
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/9 申報。只含多頭部位。
- 持股檔數
- 43
- 2024 年第 1 季沒有申報
- 總值
- $9,651 萬
- 2024 年第 1 季沒有申報
Black Point Wealth Management 沒有申報 2024 年第 1 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 78,032 | $3,488 萬 | 36.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 56,820 | $2,311 萬 | 24.0% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 324,899 | $586.8 萬 | 6.1% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $428.6 萬 | 4.4% | – | – | 歷史 |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 129,952 | $419.0 萬 | 4.3% | – | – | – |
| Dimensional ETF Trust25434V831 | US HIGH PROF ETF | 85,345 | $273.0 萬 | 2.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 10,740 | $197.0 萬 | 2.0% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 8,573 | $180.6 萬 | 1.9% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 30,171 | $121.1 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 11,832 | $111.0 萬 | 1.2% | – | – | – |
| Global X Uranium ETF37954Y871 | ETF | 29,112 | $84.3 萬 | 0.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F748 | FT VEST US EQT | 18,575 | $82.9 萬 | 0.9% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 18,586 | $77.2 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 9,560 | $70.3 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,822 | $69.8 萬 | 0.7% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 18,579 | $69.7 萬 | 0.7% | – | – | – |
| CEFSprott Physical Gold & Silver Trust | PHYSICAL GOLD AN | 30,568 | $67.4 萬 | 0.7% | – | – | 歷史 |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 15,220 | $66.3 萬 | 0.7% | – | – | – |
| First Tr Exchng Traded FD VI33740U778 | VEST BUFFERED | 25,325 | $58.8 萬 | 0.6% | – | – | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 14,424 | $58.3 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,662 | $57.6 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,580 | $56.0 萬 | 0.6% | – | – | 歷史 |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 38,756 | $55.5 萬 | 0.6% | – | – | 歷史 |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 2,542 | $50.2 萬 | 0.5% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 8,093 | $48.6 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 11,786 | $47.9 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 2,288 | $46.3 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,271 | $43.9 萬 | 0.5% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,503 | $41.0 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 7,555 | $36.6 萬 | 0.4% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 3,774 | $36.1 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 2,201 | $33.9 萬 | 0.4% | – | – | – |
| MCYMercury General Corp | COM | 6,330 | $33.6 萬 | 0.3% | – | – | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 5,720 | $29.7 萬 | 0.3% | – | – | – |
| ORCLOracle Corp | Stock | 2,100 | $29.7 萬 | 0.3% | – | – | 歷史 |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 9,611 | $28.5 萬 | 0.3% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 10,478 | $27.5 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,873 | $27.4 萬 | 0.3% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 850 | $22.2 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F557 | FT VEST NAS | 8,370 | $22.2 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 983 | $21.1 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189H748 | CLO ETF | 3,865 | $20.5 萬 | 0.2% | – | – | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 14,000 | $13.9 萬 | 0.1% | – | – | 歷史 |