Clear Point Advisors Inc.
CIK 2010474 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $112.8M
- Posisi
- 93
- Per tanggal
- 30 Juni 2026
#8.152 dari 9.443 berdasarkan nilai 13F · top 86.3%
Nilai portofolio QoQ: -12.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 45,19%
- Bobot 25 kepemilikan teratas
- 67,45%
- Posisi di atas 1%
- 29
- Jumlah posisi efektif
- 32,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 48,24% Perkiraan pembelian $58.332.241 · penjualan $119.469.098
Kepemilikan median: 6,0 kuartal Dilacak Q4 2024–Q2 2026 · 59,6% masih dipegang
- Posisi baru
- 57
- Meningkat
- 15
- Menurun
- 18
- Tertutup
- 39
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
5,9%
Communication Services
1,5%
Retail
1,0%
Financial Services
1,0%
Healthcare
0,9%
Telecommunication
0,6%
Financials
0,4%
Consumer Discretionary
0,4%
Communications
0,2%
Energy
0,2%
Lainnya/Tidak terpetakan
88,1%
Portofolio lengkap 93 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $12.280.744 | 10,88% | 362.906 | $1.660.966 | Turun ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $6.497.192 | 5,76% | 8.823 | $1.396.703 | Turun ×1 | ||
| SPY SPY | $5.169.805 | 4,58% | 6.923 | ||||
| SCHB | $5.166.345 | 4,58% | 178.396 | $670.757 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $4.278.504 | 3,79% | 14.786 | $557.530 | Naik ×1 | ||
| MDY | $4.236.428 | 3,75% | 6.023 | ||||
| CAPE | $3.997.637 | 3,54% | 123.241 | ||||
| BAR | $3.554.340 | 3,15% | 89.915 | $-776.529 | Turun ×1 | ||
| CGDV | $3.234.095 | 2,87% | 65.627 | $535.040 | Naik ×1 | ||
| EMNT | $2.572.703 | 2,28% | 25.520 | Naik ×1 | |||
| SCHX | $2.312.781 | 2,05% | 78.586 | $295.222 | Turun ×1 | ||
| LMBS First Trust Low Duration Opportunities ETF | $2.259.609 | 2,00% | 45.392 | Naik ×1 | |||
| AVDE | $1.904.202 | 1,69% | 21.348 | $112.986 | Naik ×1 | ||
| VOO | $1.775.653 | 1,57% | 2.585 | ||||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1.768.563 | 1,57% | 22.378 | ||||
| JSCP | $1.746.260 | 1,55% | 37.040 | ||||
| CGCB | $1.692.156 | 1,50% | 64.635 | ||||
| USFR | $1.691.602 | 1,50% | 33.597 | ||||
| FTSM First Trust Enhanced Short Maturity ETF | $1.557.397 | 1,38% | 26.074 | ||||
| SPYM | $1.509.050 | 1,34% | 17.172 | ||||
| JPST | $1.486.333 | 1,32% | 29.392 | ||||
| VBR | $1.431.709 | 1,27% | 5.892 | ||||
| VIG | $1.370.518 | 1,21% | 5.792 | ||||
| USSH WisdomTree 1-3 Year Laddered Treasury Fund | $1.318.576 | 1,17% | 26.251 | ||||
| QDEF | $1.294.986 | 1,15% | 14.881 | ||||
| SCHM | $1.267.837 | 1,12% | 34.387 | $286.794 | Naik ×1 | ||
| SCHA | $1.174.840 | 1,04% | 32.517 | $235.930 | Naik ×1 | ||
| JPIB | $1.174.824 | 1,04% | 24.298 | ||||
| DIA | $1.139.684 | 1,01% | 2.182 | ||||
| FNDX | $1.098.652 | 0,97% | 35.326 | $117.465 | Naik ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1.090.660 | 0,97% | 4.576 | $76.163 | Turun ×1 | ||
| JMST | $1.072.118 | 0,95% | 21.022 | ||||
| HYBX TCW High Yield Bond ETF | $1.019.101 | 0,90% | 34.359 | $18.159 | Naik ×1 | ||
| EFA | $991.767 | 0,88% | 9.547 | ||||
| MUJ Blackrock MuniHoldings New Jersey Quality Fund, Inc. Common Stock | $830.913 | 0,74% | 67.499 | ||||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $781.742 | 0,69% | 18.121 | $67.323 | Naik ×1 | ||
| PVAL | $773.912 | 0,69% | 15.190 | $5.272 | Turun ×1 | ||
| HYGV | $768.393 | 0,68% | 19.086 | ||||
| NVDA NVIDIA Corporation - Common Stock | $767.471 | 0,68% | 3.836 | $41.989 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $739.714 | 0,66% | 1.983 | $-19.889 | Turun ×1 | ||
| BRKB | $739.087 | 0,66% | 1.477 | ||||
| IJH | $701.338 | 0,62% | 9.095 | ||||
| ITOT | $690.398 | 0,61% | 4.203 | ||||
| VHT | $686.329 | 0,61% | 2.295 | ||||
| JNJ Johnson & Johnson Common Stock | $684.534 | 0,61% | 2.695 | $26.725 | Naik ×1 | ||
| SCHD | $681.482 | 0,60% | 21.491 | $262.050 | Naik ×1 | ||
| MDYG | $651.735 | 0,58% | 5.814 | ||||
| VGIT Vanguard Intermediate-Term Treasury ETF | $635.439 | 0,56% | 10.774 | ||||
| IJR | $634.084 | 0,56% | 4.275 | ||||
| JPUS | $632.076 | 0,56% | 4.507 | ||||
| TEND | $628.369 | 0,56% | 23.070 | Naik ×1 | |||
| JAVA | $616.749 | 0,55% | 7.767 | ||||
| V Visa Inc. | $591.133 | 0,52% | 1.723 | $71.097 | Naik ×1 | ||
| USMV | $583.592 | 0,52% | 6.050 | ||||
| JMUB | $540.865 | 0,48% | 10.677 | ||||
| MA Mastercard Incorporated Common Stock | $524.386 | 0,46% | 1.021 | $14.233 | |||
| FLQM | $521.079 | 0,46% | 9.002 | ||||
| FNY First Trust Mid Cap Growth AlphaDEX Fund | $495.660 | 0,44% | 4.471 | ||||
| AOR | $485.846 | 0,43% | 6.991 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $472.984 | 0,42% | 840 | $-15.717 | Turun ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $462.436 | 0,41% | 1.294 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $420.786 | 0,37% | 582 | Naik ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $416.461 | 0,37% | 1.272 | $-7.806.838 | Turun ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $399.570 | 0,35% | 950 | $38.972 | Turun ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $384.063 | 0,34% | 4.738 | $74.751 | Naik ×1 | ||
| JIVE JPMorgan International Value ETF | $374.659 | 0,33% | 4.074 | Naik ×1 | |||
| MINO | $370.410 | 0,33% | 8.095 | ||||
| IVV | $354.998 | 0,31% | 474 | ||||
| SMMU | $348.860 | 0,31% | 6.908 | $1.414 | Naik ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $339.378 | 0,30% | 8.016 | $-69.784 | Turun ×1 | ||
| JEPI | $315.092 | 0,28% | 5.579 | ||||
| VGSH Vanguard Short-Term Treasury ETF | $310.510 | 0,28% | 5.335 | ||||
| T AT&T Inc. | $306.872 | 0,27% | 14.825 | $-122.936 | Turun ×1 | ||
| RSP | $304.124 | 0,27% | 1.429 | ||||
| MUNI | $299.231 | 0,27% | 5.689 | ||||
| FPXI First Trust International Equity Opportunities ETF | $288.812 | 0,26% | 3.449 | ||||
| GLDM | $281.862 | 0,25% | 3.549 | Naik ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $280.959 | 0,25% | 3.935 | $-101.237 | Turun ×1 | ||
| MCK McKesson Corporation Common Stock | $280.182 | 0,25% | 371 | $-58.554 | Turun ×1 | ||
| GDX GDX | $279.343 | 0,25% | 3.702 | $-48.584 | Naik ×1 | ||
| QQQM Invesco NASDAQ 100 ETF | $276.650 | 0,25% | 913 | Naik ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $266.440 | 0,24% | 754 | $-101.588 | Turun ×1 | ||
| GLD | $262.655 | 0,23% | 713 | $-351.799 | Turun ×1 | ||
| VTV | $257.510 | 0,23% | 1.182 | ||||
| SCHF | $237.176 | 0,21% | 8.562 | Naik ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $236.942 | 0,21% | 627 | Naik ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $230.209 | 0,20% | 2.392 | $-311 | |||
| IBM International Business Machines Corporation Common Stock | $220.857 | 0,20% | 785 | ||||
| IVES | $220.658 | 0,20% | 5.792 | Naik ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $216.326 | 0,19% | 1.842 | Naik ×1 | |||
| FDN | $203.834 | 0,18% | 770 | ||||
| GDXJ | $202.107 | 0,18% | 2.057 | $-33.540 | Naik ×1 | ||
| ET Energy Transfer LP Common Units | $191.200 | 0,17% | 10.000 | $-1.800 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| SPY | $5.169.805 | 6.923 | 4,58% |
| MDY | $4.236.428 | 6.023 | 3,75% |
| CAPE | $3.997.637 | 123.241 | 3,54% |
| EMNT | $2.572.703 | 25.520 | 2,28% |
| LMBS | $2.259.609 | 45.392 | 2,00% |
| VOO | $1.775.653 | 2.585 | 1,57% |
| VCSH | $1.768.563 | 22.378 | 1,57% |
| JSCP | $1.746.260 | 37.040 | 1,55% |
| CGCB | $1.692.156 | 64.635 | 1,50% |
| USFR | $1.691.602 | 33.597 | 1,50% |
| FTSM | $1.557.397 | 26.074 | 1,38% |
| SPYM | $1.509.050 | 17.172 | 1,34% |
| JPST | $1.486.333 | 29.392 | 1,32% |
| VBR | $1.431.709 | 5.892 | 1,27% |
| VIG | $1.370.518 | 5.792 | 1,21% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SCHG | Dipangkas | -2K | +$1.7M |
| QQQ | Dipangkas | -14 | +$1.4M |
| BAR | Dipangkas | -4K | -$777K |
| SCHB | Dipangkas | -711 | +$671K |
| AAPL | Beli lebih banyak | +124 | +$558K |
| CGDV | Beli lebih banyak | +2K | +$535K |
| GLD | Dipangkas | -715 | -$352K |
| SCHX | Dipangkas | -102 | +$295K |
| SCHM | Beli lebih banyak | +3K | +$287K |
| SCHD | Beli lebih banyak | +8K | +$262K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| FFTY | 30 Juni 2026 | 418.685 | $14.982.972 | Tidak lagi dilacak |
| STT | 30 Juni 2026 | 38.298 | $11.230.861 | 9,3% |
| VOX | 30 Juni 2026 | 45.012 | $6.830.181 | Tidak lagi dilacak |
| DCRE | 30 Juni 2026 | 143.543 | $4.428.737 | Tidak lagi dilacak |
| IBIT | 30 Juni 2026 | 60.648 | $4.350.911 | |
| WT | 30 Juni 2026 | 52.844 | $2.664.450 | 35,4% |
| MINT | 30 Juni 2026 | 26.160 | $2.630.903 | Tidak lagi dilacak |
| TILT | 30 Juni 2026 | 33.264 | $1.917.888 | Tidak lagi dilacak |
| BSL | 30 Juni 2026 | 85.465 | $1.606.743 | 0,8% |
| CGXU | 30 Juni 2026 | 60.722 | $1.594.548 | Tidak lagi dilacak |
| FFA | 30 Juni 2026 | 26.385 | $1.577.270 | 4,4% |
| FMAY | 30 Juni 2026 | 27.528 | $1.453.481 | Tidak lagi dilacak |
| FTXG | 30 Juni 2026 | 28.968 | $1.442.915 | |
| JANW | 30 Juni 2026 | 33.782 | $1.232.367 | Tidak lagi dilacak |
| ED | 30 Juni 2026 | 9.964 | $1.127.744 | -1,7% |
| XSEP | 30 Juni 2026 | 21.637 | $906.248 | Tidak lagi dilacak |
| APRW | 30 Juni 2026 | 23.937 | $846.779 | Tidak lagi dilacak |
| FBRT | 30 Juni 2026 | 17.068 | $840.964 | -0,3% |
| BYM | 30 Juni 2026 | 67.499 | $780.963 | Tidak lagi dilacak |
| FYC | 30 Juni 2026 | 7.753 | $751.904 | |
| FEBW | 30 Juni 2026 | 22.009 | $736.861 | Tidak lagi dilacak |
| FNOV | 30 Juni 2026 | 13.313 | $710.857 | Tidak lagi dilacak |
| BRKA | 30 Juni 2026 | 1.480 | $709.226 | Tidak lagi dilacak |
| JULW | 30 Juni 2026 | 15.416 | $598.321 | Tidak lagi dilacak |
| VNQI | 30 Juni 2026 | 9.827 | $585.192 | |
| LEO | 30 Juni 2026 | 4.571 | $570.549 | -4,4% |
| YMAR | 30 Juni 2026 | 18.973 | $518.953 | Tidak lagi dilacak |
| FMBH | 30 Juni 2026 | 4.437 | $401.519 | 3,5% |
| XFEB | 30 Juni 2026 | 11.012 | $387.681 | Tidak lagi dilacak |
| FAUG | 30 Juni 2026 | 7.350 | $380.605 | Tidak lagi dilacak |
| PML | 30 Juni 2026 | 8.015 | $362.029 | -3,6% |
| YJUN | 30 Juni 2026 | 13.080 | $336.810 | Tidak lagi dilacak |
| PFL | 30 Juni 2026 | 5.642 | $294.470 | -3,3% |
| IQI | 30 Juni 2026 | 1.411 | $270.771 | -0,4% |
| OCTW | 30 Juni 2026 | 6.746 | $259.519 | Tidak lagi dilacak |
| GMAY | 30 Juni 2026 | 6.022 | $247.265 | Tidak lagi dilacak |
| FR | 30 Juni 2026 | 3.439 | $212.315 | 2,5% |
| WCMI | 30 Juni 2026 | 12.339 | $206.925 | Tidak lagi dilacak |
| ISSC | 30 Juni 2026 | 10.000 | $7 | 20,9% |