High Point Wealth Management, LLC
- SEC CIK
- 0002106882
- 最新申報
- 2026/7/20
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/29 申報。只含多頭部位。
- 持股檔數
- 247
- 2025 年第 3 季沒有申報
- 總值
- $1.07 億
- 2025 年第 3 季沒有申報
High Point Wealth Management, LLC 沒有申報 2025 年第 3 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287721 | U.S. TECH ETF | 52,598 | $1,050 萬 | 9.9% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 25,838 | $580.5 萬 | 5.5% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 101,609 | $576.0 萬 | 5.4% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 56,291 | $402.2 萬 | 3.8% | – | – | – |
| State Street SPDR S&P Software & Services ETF78464A599 | ETF | 20,617 | $385.8 萬 | 3.6% | – | – | – |
| PEGPublic Service Enterprise Group Inc | COM | 42,610 | $342.2 萬 | 3.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 35,556 | $310.0 萬 | 2.9% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 25,037 | $304.5 萬 | 2.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,635 | $249.0 萬 | 2.3% | – | – | – |
| First Trust Cloud Computing ETF33734X192 | ETF | 17,450 | $227.0 萬 | 2.1% | – | – | – |
| EDConsolidated Edison Inc | Stock | 22,047 | $219.0 萬 | 2.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 9,849 | $208.9 萬 | 2.0% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 31,383 | $195.0 萬 | 1.8% | – | – | – |
| Fidelity Covington Trust316092352 | BLUE CHIP GRWTH | 31,995 | $175.5 萬 | 1.6% | – | – | – |
| WELLWelltower Inc. | REIT | 9,390 | $174.3 萬 | 1.6% | – | – | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 28,368 | $156.7 萬 | 1.5% | – | – | – |
| Fidelity Covington Trust316092246 | CLOUD COMPUTNG | 52,109 | $154.9 萬 | 1.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,062 | $152.2 萬 | 1.4% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 4,940 | $148.8 萬 | 1.4% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 13,157 | $136.9 萬 | 1.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 8,349 | $133.9 萬 | 1.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 28,684 | $128.2 萬 | 1.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 6,020 | $115.3 萬 | 1.1% | – | – | – |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 39,613 | $113.0 萬 | 1.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 3,529 | $110.7 萬 | 1.0% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 3,443 | $107.8 萬 | 1.0% | – | – | 歷史 |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 860 | $107.7 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,618 | $106.6 萬 | 1.0% | – | – | 歷史 |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 770 | $93.3 萬 | 0.9% | – | – | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 8,150 | $92.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,217 | $91.7 萬 | 0.9% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 13,768 | $89.6 萬 | 0.8% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 11,754 | $87.3 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,750 | $84.6 萬 | 0.8% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 9,905 | $76.9 萬 | 0.7% | – | – | – |
| VVisa Inc. | Stock | 2,154 | $75.5 萬 | 0.7% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 11,817 | $64.7 萬 | 0.6% | – | – | – |
| SNOWSnowflake Inc. | Stock | 2,950 | $64.7 萬 | 0.6% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 5,340 | $62.6 萬 | 0.6% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 14,613 | $62.4 萬 | 0.6% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 5,875 | $62.1 萬 | 0.6% | – | – | – |
| Defiance Quantum ETF26922A420 | ETF | 5,246 | $57.5 萬 | 0.5% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 39,066 | $57.4 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,779 | $57.3 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $56.8 萬 | 0.5% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,905 | $56.6 萬 | 0.5% | – | – | 歷史 |
| ETREntergy Corp | COM | 6,109 | $56.5 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,942 | $52.8 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,510 | $52.2 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,484 | $51.4 萬 | 0.5% | – | – | 歷史 |
| AEEAmeren Corp | COM | 4,958 | $49.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,005 | $49.0 萬 | 0.5% | – | – | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 10,257 | $49.0 萬 | 0.5% | – | – | – |
| CEGConstellation Energy Corp | Stock | 1,374 | $48.5 萬 | 0.5% | – | – | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 2,058 | $46.5 萬 | 0.4% | – | – | 歷史 |
| SPXXNuveen S&P 500 Dynamic Overwrite Fund | COM | 25,052 | $45.2 萬 | 0.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 508 | $44.6 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,943 | $44.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,305 | $44.0 萬 | 0.4% | – | – | – |
| UBERUber Technologies, Inc | Stock | 5,303 | $43.3 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 617 | $40.7 萬 | 0.4% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,165 | $38.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 616 | $38.6 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 812 | $38.5 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,070 | $35.9 萬 | 0.3% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 1,990 | $35.4 萬 | 0.3% | – | – | 歷史 |
| FEFirstenergy Corp | COM | 7,897 | $35.4 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ETF | 4,345 | $35.3 萬 | 0.3% | – | – | 歷史 |
| Global X FDS37954Y236 | DATA CTR DIG ETF | 16,704 | $35.2 萬 | 0.3% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 2,728 | $35.2 萬 | 0.3% | – | – | – |
| MOAltria Group, Inc. | Stock | 5,945 | $34.3 萬 | 0.3% | – | – | 歷史 |
| VanEck Semiconductor ETF92189F676 | ETF | 931 | $33.5 萬 | 0.3% | – | – | – |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 1,037 | $33.4 萬 | 0.3% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 7,169 | $32.6 萬 | 0.3% | – | – | – |
| UBSIUnited Bankshares Inc | COM | 8,218 | $31.6 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 4,336 | $30.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 9,558 | $29.6 萬 | 0.3% | – | – | – |
| Fidelity Covington Trust316092188 | METAVERSE ETF | 7,992 | $28.8 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 540 | $27.1 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,247 | $24.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,009 | $24.2 萬 | 0.2% | – | – | 歷史 |
| Fidelity Covington Trust316092378 | FIDELITY US MLTF | 6,200 | $23.5 萬 | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,000 | $22.0 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,000 | $22.0 萬 | 0.2% | – | – | – |
| iShares Tr464287812 | US CONSM STAPLES | 3,283 | $22.0 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust316092337 | FIDELITY FUND LR | 7,017 | $21.0 萬 | 0.2% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 1,566 | $20.9 萬 | 0.2% | – | – | – |
| iShares Tr464287127 | MORNINGSTR US EQ | 2,000 | $18.9 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,555 | $18.6 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 1,764 | $18.6 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 4,254 | $18.5 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,432 | $18.3 萬 | 0.2% | – | – | 歷史 |
| ORealty Income Corp | REIT | 3,177 | $17.9 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 981 | $17.4 萬 | 0.2% | – | – | 歷史 |
| PNWPinnacle West Capital Corp | COM | 1,890 | $16.8 萬 | 0.2% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 1,423 | $16.8 萬 | 0.2% | – | – | – |
| TJXTJX Companies Inc | Stock | 968 | $14.9 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 980 | $14.0 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 659 | $13.9 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 237 | $13.5 萬 | 0.1% | – | – | 歷史 |