Landing Point Financial Group, LLC
CIK 2025964 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $294.2M
- 持仓
- 99
- 截至
- 2026年6月30日
按 13F 价值排名第 5236（共 9443） · 前 55.4%
投资组合价值同比（季度）：+42.8% 13F不披露现金
- 前十大持仓权重
- 62.40%
- 前二十五大持仓权重
- 84.65%
- 持仓高于 1%
- 18
- 有效持仓数量
- 15.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 35.27% 估计买入 $153972531 · 卖出 $88208984
中位数持有期：5.5 季度 跟踪时间 Q4 2024–Q2 2026 · 79.8% 仍持有
- 新仓位
- 12
- 增加
- 30
- 减少
- 46
- 已结清
- 6
本页内容
行业细分
Technology
8.0%
Industrials
1.5%
Retail
1.3%
Communication Services
1.3%
Financial Services
1.0%
Healthcare
0.8%
Materials
0.5%
Financials
0.5%
Consumer Discretionary
0.3%
Consumer Staples
0.2%
Logistics & Transportation
0.1%
Consumer products
0.1%
Utilities
0.1%
其他/未映射
84.3%
完整投资组合 99 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| FBND | $47486949 | 16.14% | 1043899 | $46806527 | 上涨 ×1 | ||
| IVV | $39957647 | 13.58% | 53356 | $-1873157 | 下跌 ×1 | ||
| DYNF | $18427324 | 6.26% | 270950 | $18065727 | 上涨 ×1 | ||
| CORO iShares International Country Rotation Active ETF | $16551806 | 5.63% | 452235 | $16169571 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $11737675 | 3.99% | 40564 | $586849 | 下跌 ×1 | ||
| IVW | $11700273 | 3.98% | 85074 | $11134043 | 上涨 ×2 | ||
| IEF iShares 7-10 Year Treasury Bond ETF | $11040559 | 3.75% | 116745 | $10807208 | 上涨 ×1 | ||
| FESM | $9757956 | 3.32% | 202070 | $-470326 | 下跌 ×1 | ||
| BAI | $8720362 | 2.96% | 165409 | 上涨 ×1 | |||
| THRO | $8201237 | 2.79% | 190240 | 上涨 ×1 | |||
| IVE | $7302621 | 2.48% | 32162 | 上涨 ×1 | |||
| FDEM | $7214579 | 2.45% | 198585 | 上涨 ×1 | |||
| SPHQ | $7050956 | 2.40% | 78257 | 上涨 ×1 | |||
| BINC | $6340830 | 2.16% | 121147 | 上涨 ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $6277559 | 2.13% | 31374 | $649051 | 下跌 ×3 | ||
| EFV | $6152908 | 2.09% | 80378 | $-1182554 | 下跌 ×1 | ||
| VOO | $4500481 | 1.53% | 6553 | $-2795803 | 下跌 ×2 | ||
| FDVV | $4118473 | 1.40% | 68311 | $-23289256 | 下跌 ×1 | ||
| ICSH | $2786197 | 0.95% | 55085 | $-12355745 | 下跌 ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2773289 | 0.94% | 11636 | $353847 | 上涨 ×2 | ||
| CLOA iShares AAA CLO Active ETF | $2724908 | 0.93% | 52493 | $-12735028 | 下跌 ×1 | ||
| DFAC | $2472788 | 0.84% | 55744 | $551165 | 上涨 ×2 | ||
| EFG | $2058937 | 0.70% | 16548 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1925462 | 0.65% | 5162 | $45719 | 上涨 ×6 | ||
| IAU | $1742481 | 0.59% | 23076 | $460268 | 上涨 ×5 | ||
| IJH | $1595614 | 0.54% | 20693 | $-460495 | 下跌 ×1 | ||
| V Visa Inc. | $1558091 | 0.53% | 4541 | $187211 | 上涨 ×2 | ||
| IBHF | $1553036 | 0.53% | 68567 | $-137621 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1310876 | 0.45% | 3668 | $275849 | 上涨 ×2 | ||
| DFIC | $1299113 | 0.44% | 34866 | $126403 | 上涨 ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1242799 | 0.42% | 3517 | $246763 | 上涨 ×1 | ||
| DUHP | $1230300 | 0.42% | 29482 | $193999 | 上涨 ×6 | ||
| CSHP | $1175536 | 0.40% | 11800 | $-278364 | 下跌 ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1157703 | 0.39% | 6265 | $351160 | 上涨 ×2 | ||
| 未知发行人 (CUSIP: 30233Q108) | $1156163 | 0.39% | 8456 | 上涨 ×1 | |||
| BOXX | $1074301 | 0.37% | 9175 | $-53014 | 下跌 ×1 | ||
| SPY SPY | $1019897 | 0.35% | 1366 | $131591 | |||
| TFLO | $939736 | 0.32% | 18561 | $-167947 | 下跌 ×1 | ||
| DFEV | $939165 | 0.32% | 22011 | $175713 | 上涨 ×2 | ||
| URI United Rentals, Inc. Common Stock | $916118 | 0.31% | 809 | $300225 | 下跌 ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $914595 | 0.31% | 1265 | $456596 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $895647 | 0.30% | 1590 | $-14741 | 下跌 ×1 | ||
| CSX CSX Corporation - Common Stock | $876053 | 0.30% | 18432 | $95596 | 下跌 ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $870784 | 0.30% | 1499 | $545499 | 下跌 ×3 | ||
| NOC Northrop Grumman Corporation Common Stock | $849921 | 0.29% | 1669 | $-288371 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $810467 | 0.28% | 1578 | $22723 | 上涨 ×3 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $805498 | 0.27% | 1938 | $277291 | 下跌 ×2 | ||
| ICVT | $802519 | 0.27% | 6592 | 上涨 ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $787539 | 0.27% | 682 | $528684 | 下跌 ×3 | ||
| LLY Eli Lilly and Company Common Stock | $752825 | 0.26% | 628 | $175641 | |||
| TSLA Tesla, Inc. - Common Stock | $695877 | 0.24% | 1654 | $82681 | 上涨 ×2 | ||
| EEM | $677728 | 0.23% | 9907 | $-4654189 | 下跌 ×1 | ||
| IWY | $637761 | 0.22% | 2194 | $-771052 | 下跌 ×1 | ||
| USIG iShares Broad USD Investment Grade Corporate Bond ETF | $606878 | 0.21% | 11832 | $-3119547 | 下跌 ×2 | ||
| AVUV | $586109 | 0.20% | 4698 | $67404 | 上涨 ×2 | ||
| IJR | $584601 | 0.20% | 3942 | $-48301 | 下跌 ×1 | ||
| FLOT | $561078 | 0.19% | 10991 | $-108507 | 下跌 ×1 | ||
| SHW Sherwin-Williams Company (The) Common Stock | $547997 | 0.19% | 1592 | $38253 | 上涨 ×2 | ||
| IBIT iShares Bitcoin Trust ETF | $543226 | 0.18% | 16318 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $523116 | 0.18% | 1483 | $32531 | 下跌 ×3 | ||
| PH Parker-Hannifin Corporation Common Stock | $496232 | 0.17% | 507 | $15258 | 下跌 ×1 | ||
| DIHP | $490327 | 0.17% | 14369 | $47556 | 上涨 ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $487541 | 0.17% | 662 | $103472 | 下跌 ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $486859 | 0.17% | 481 | $79804 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $471922 | 0.16% | 1107 | $75926 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $441009 | 0.15% | 1791 | $171949 | 上涨 ×1 | ||
| NDSN Nordson Corporation - Common Stock | $429077 | 0.15% | 1422 | $25327 | 下跌 ×2 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $427691 | 0.15% | 4248 | $-73053 | 下跌 ×4 | ||
| FDX FedEx Corporation Common Stock | $423157 | 0.14% | 1351 | $-88325 | 下跌 ×2 | ||
| CLF Cleveland-Cliffs Inc. Common Stock | $394709 | 0.13% | 42035 | $35922 | 下跌 ×1 | ||
| AKRE | $393262 | 0.13% | 7394 | $-141898 | 下跌 ×2 | ||
| PPG PPG Industries, Inc. Common Stock | $390878 | 0.13% | 3223 | $42266 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $368313 | 0.13% | 1125 | $38619 | 上涨 ×3 | ||
| JNJ Johnson & Johnson Common Stock | $346716 | 0.12% | 1365 | $9619 | 下跌 ×3 | ||
| PG Procter & Gamble Company (The) Common Stock | $344839 | 0.12% | 2352 | $106291 | 上涨 ×2 | ||
| WFC Wells Fargo & Company Common Stock | $337710 | 0.11% | 4087 | $8847 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $325008 | 0.11% | 3999 | $21800 | 上涨 ×2 | ||
| MO Altria Group, Inc. | $321888 | 0.11% | 4474 | $13722 | 下跌 ×3 | ||
| IBHG | $311698 | 0.11% | 14117 | $-52174 | 下跌 ×3 | ||
| NFLX Netflix, Inc. - Common Stock | $298063 | 0.10% | 4175 | $-168265 | 下跌 ×2 | ||
| SCHF | $295152 | 0.10% | 10655 | $36004 | 上涨 ×1 | ||
| IEFA | $293062 | 0.10% | 3034 | $-583088 | 下跌 ×1 | ||
| SCHD | $280219 | 0.10% | 8837 | $12670 | 上涨 ×1 | ||
| PGR Progressive Corporation (The) Common Stock | $274433 | 0.09% | 1256 | $25390 | |||
| IMCG | $267376 | 0.09% | 2720 | $53122 | |||
| BA Boeing Company (The) Common Stock | $263011 | 0.09% | 1215 | $21190 | |||
| BRKB | $248694 | 0.08% | 497 | $10532 | |||
| CEG Constellation Energy Corporation - Common Stock When-Issued | $248525 | 0.08% | 1001 | $-36426 | 下跌 ×2 | ||
| AGG | $247341 | 0.08% | 2499 | $-1850365 | 下跌 ×1 | ||
| FDMT 4D Molecular Therapeutics, Inc. - Common Stock | $246050 | 0.08% | 18500 | $69160 | 下跌 ×1 | ||
| IWM | $243961 | 0.08% | 812 | $10965 | 下跌 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $241688 | 0.08% | 474 | $-44099 | 上涨 ×1 | ||
| MCD McDonald's Corporation Common Stock | $240421 | 0.08% | 889 | $-35953 | |||
| RGNX REGENXBIO Inc. - Common Stock | $218240 | 0.07% | 18217 | $57202 | 下跌 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $217080 | 0.07% | 232 | $-14132 | |||
| AVDE | $215775 | 0.07% | 2419 | $10547 | |||
| LOW Lowe's Companies, Inc. Common Stock | $215123 | 0.07% | 976 | $-15237 | 上涨 ×1 | ||
| IYY | $209134 | 0.07% | 1147 | 上涨 ×1 | |||
| USMV | $204493 | 0.07% | 2120 | ||||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| BAI | $8720362 | 165409 | 2.96% |
| THRO | $8201237 | 190240 | 2.79% |
| IVE | $7302621 | 32162 | 2.48% |
| FDEM | $7214579 | 198585 | 2.45% |
| SPHQ | $7050956 | 78257 | 2.40% |
| BINC | $6340830 | 121147 | 2.16% |
| EFG | $2058937 | 16548 | 0.70% |
| 未知发行人 (CUSIP: 30233Q108) | $1156163 | 8456 | 0.39% |
| ICVT | $802519 | 6592 | 0.27% |
| IBIT | $543226 | 16318 | 0.18% |
| IYY | $209134 | 1147 | 0.07% |
| USMV | $204493 | 2120 | 0.07% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| VOO | 削减 | -6K | -$2.8M |
| IVV | 削减 | -11K | -$1.9M |
| EFV | 削减 | -18K | -$1.2M |
| IWY | 削减 | -3K | -$771K |
| NVDA | 削减 | -900 | +$649K |
| AAPL | 削减 | -3K | +$587K |
| IEFA | 削减 | -7K | -$583K |
| DFAC | 增持 | +6K | +$551K |
| AMD | 削减 | -100 | +$545K |
| MU | 削减 | -84 | +$529K |
11 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| GOVT | 2025年3月31日 | 248107 | $5565043 | 不再跟踪 |
| ACWI | 2026年6月30日 | 13586 | $1879930 | |
| XOM | 2026年6月30日 | 8456 | $1434676 | 21.7% |
| IBHE | 2025年12月31日 | 45341 | $1052816 | 不再跟踪 |
| BTC | 2026年6月30日 | 19785 | $593352 | 不再跟踪 |
| CI | 2025年9月30日 | 1584 | $523757 | -4.0% |
| PGR | 2025年9月30日 | 1766 | $471158 | -10.9% |
| APLS | 2026年6月30日 | 10755 | $432674 | 不再跟踪 |
| USHY | 2025年3月31日 | 8629 | $319805 | 不再跟踪 |
| HOOD | 2025年12月31日 | 2000 | $286360 | -6.0% |
| IBDQ | 2025年12月31日 | 10995 | $276959 | 不再跟踪 |
| ORCL | 2026年6月30日 | 1873 | $275547 | -0.1% |
| GD | 2025年12月31日 | 695 | $237046 | 15.3% |
| WMT | 2025年3月31日 | 2229 | $230990 | 17.5% |
| ADBE | 2025年3月31日 | 496 | $229529 | -28.8% |
| ELV | 2025年6月30日 | 504 | $219072 | 2.8% |
| IMCG | 2025年3月31日 | 2720 | $215234 | 不再跟踪 |
| STZ | 2025年9月30日 | 1320 | $214814 | -0.3% |
| VZ | 2026年6月30日 | 4211 | $211401 | 16.8% |
| CRM | 2025年3月31日 | 645 | $210474 | -23.4% |
| MZTI | 2025年12月31日 | 1211 | $209249 | -31.3% |
| USMV | 2026年3月31日 | 2222 | $209238 | 不再跟踪 |
| MELI | 2025年9月30日 | 80 | $209090 | -17.1% |
| REZ | 2025年6月30日 | 2409 | $208218 | 不再跟踪 |
| MCD | 2025年6月30日 | 653 | $203877 | -8.1% |
| ORC | 2025年12月31日 | 26750 | $187518 | -6.7% |
| DX | 2025年12月31日 | 15138 | $186046 | -6.6% |
| ANNX | 2026年3月31日 | 34900 | $175198 | -6.1% |
| AGNC | 2025年12月31日 | 15338 | $150159 | 1.9% |