HA

HighPoint Advisor Group LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$23.9亿

申报季度: 2026-03-31 · 持股只数: 642

HighPoint Advisor Group LLC在最新一期 13F 报告中披露了 642 项持股，申报期为 2026-03-31，总持股市值约为 US$23.9亿，季度换手率为 15.8%。

浏览其他10 亿至 100 亿美元机构浏览其他以“H”开头的机构

机构性格雪花图

集中度
5.19
持仓稳定性
15.76
动能／逆势
100
行业集中度
50.26
多样化
100
仓位均衡度
72.9

近期动向

  • 减仓 SPY

    -9.8%　-US$2571.6万

  • 减仓 QQQ

    -14.5%　-US$1534.4万

  • 减仓 OEF

    -83.9%　-US$1030.1万

  • 加仓 SPYM

    +29.7%　US$959.8万

  • 加仓 JMTG

    +66.9%　US$916.1万

  • 加仓 DGRW

    +23.7%　US$883.7万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长6.64%-1.06%-9.78%
2SPDWSte Str Spdr Pt Dw EU ETFETF-其他2.97%+0.23%+5.19%
3SPYGSs Spdr P S&p 500 Growth ETFETF-大型股与成长2.74%-0.12%+3.87%
4QQQInvesco Qqq Trust Series 1ETF-科技型2.63%-0.63%-14.46%
5XLKSs Technology Select SectorETF-科技型2.63%-0.13%+2.72%
6SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长2.09%+0.40%+29.72%
7DGRWWisdomtree U.s. Quality DiviETF-其他2.09%+0.37%+23.71%
8JIREJpmorgan Int Res Enh EqtyETF-其他1.76%+0.27%+16.30%
9ITOTIshares Core S&p Total U.s.ETF-其他1.71%-0.07%-0.05%
10DFAIDimensional International CoETF-其他1.71%+0.16%+7.24%
11AVEMAvantis Emerging Markets EqETF-新兴市场1.66%+0.13%+3.21%
12NVDANvidia CORP股票-科技1.64%-0.10%+0.75%
13AAPLApple INC股票-科技1.54%-0.10%+0.34%
14SPYVSs Spdr P S&p 500 Value ETFETF-大型股与成长1.40%—-2.26%
15SPTMSs Spdr P S&p 1500 Comp ETFETF-其他1.23%-0.11%-4.34%
16CGGRCap Group Growth EquityETF-其他1.22%—+13.14%
17SPSMSs Spdr P S&p 600 Small CapETF-中小型股1.15%-0.19%-17.08%
18AMZNAmazon.com INC股票-周期性消费0.97%-0.07%+2.23%
19CGUSCap Group Core EquityETF-其他0.96%—+2.78%
20JMTGMortgage-backed SecuritiesETF-其他0.96%+0.39%+66.93%
21SPTISs Spdr P Int Term Tsy ETFETF-其他0.95%+0.33%+54.57%
22VTIVanguard Total Stock Mkt ETFETF-其他0.91%—+4.03%
23MSFTMicrosoft CORP股票-科技0.90%-0.21%+5.28%
24JHMMJohn Hancock Multi Fact MidETF-其他0.86%—-4.68%
25CGDVCap Group Dividend ValueETF-其他0.79%—+5.97%
26BINCIshares Flex I A Etf-usd INCETF-其他0.79%—+9.90%
27FTGCFirst Trust Global TacticalETF-其他0.73%+0.16%+3.15%
28XLCSs Comm Select Sector SpdrETF-其他0.73%—+2.22%
29XSOEWisdmtree Emerg Mkt Ex-st OwETF-其他0.72%-0.13%-17.16%
30BILSSs Spdrb B 3-12m T-bill ETFETF-其他0.72%+0.08%+12.71%
31AVUVAvantis US Small Cap ValueETF-中小型股0.72%+0.20%+26.87%
32XLVSs Health Care Select SectorETF-其他0.71%—-3.50%
33XLFSs Financial Select SectorETF-其他0.69%—+3.69%
34BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债0.68%—+3.97%
35GOOGAlphabet Inc-cl C股票-通信服务0.66%-0.10%-5.05%
36XLYSs Consumer Disc Select SectETF-其他0.66%-0.11%-6.40%
37IUSInvesco Rafi Strategic US EtETF-其他0.65%-0.18%-22.91%
38JPUSJpmorgan Div Ret US Eq ETFETF-其他0.65%-0.15%-23.16%
39GOOGLAlphabet Inc-cl A股票-通信服务0.63%—+2.52%
40IVVIshares Core S&p 500 ETFETF-大型股与成长0.60%—-0.04%
41TMSLT.rowe Prc Small-mid Cap ETFETF-其他0.58%-0.29%-34.84%
42XLISs Industrial Select SectorETF-其他0.58%—+1.77%
43MDYState Street Spdr S&p MidcapETF-其他0.57%—+0.01%
44CGCVCap Group Conservative EqETF-其他0.57%—+2.99%
45FESMFidelity Enhanced Small CapETF-中小型股0.52%+0.52%NEW
46GLDSpdr Gold SharesETF-避险与商品0.51%—-19.41%
47USFRWisdomtree Floating Rate TreETF-其他0.50%—-0.32%
48BUFRFt Vest Lad Buffervetf-usd IETF-其他0.49%—+12.21%
49BRK-BBerkshire Hathaway Inc-cl B股票-其他0.48%—-7.15%
50ABBVAbbvie INC股票-医疗保健0.48%—-0.03%
1–50 of 642

本季持股变动

HighPoint Advisor Group LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Fidelity Enhanced Small Cap (FESM); 新建仓: AB Disruptors ETF (FWD); 新建仓: Nomura Focused Emerging Mark (EMEQ); 新建仓: T Rowe Price Technology ETF (TTEQ); 减仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 -9.78%.

HighPoint Advisor Group LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1SPYMSte Str Spdr Pt S&p 500 ETF+0.4%+29.72%加仓
2JMTGMortgage-backed Securities+0.4%+66.93%加仓
3DGRWWisdomtree U.s. Quality Divi+0.4%+23.71%加仓
4SPTISs Spdr P Int Term Tsy ETF+0.3%+54.57%加仓
5JIREJpmorgan Int Res Enh Eqty+0.3%+16.30%加仓
6YEARAB Ultra Short Income ETF+0.2%+395.10%加仓
7SPDWSte Str Spdr Pt Dw EU ETF+0.2%+5.19%加仓
8AVUVAvantis US Small Cap Value+0.2%+26.87%加仓
9FTGCFirst Trust Global Tactical+0.2%+3.15%加仓
10DFAIDimensional International Co+0.2%+7.24%加仓
11SPBOSs Spdr P CORP Bond ETF+0.1%+66.59%加仓
12AVEMAvantis Emerging Markets Eq+0.1%+3.21%加仓
13XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%+32.66%加仓
14XARSs Spdr S&p Aerospace Def+0.1%+48.03%加仓
15BUFDFt Vst Lad Deep Buf Etf-usdi+0.1%+108.15%加仓
16CGCBCap Group Core Bond+0.1%+174.51%加仓
17GRNYFundstr Gran Sh US Lrg Cap+0.1%+134.07%加仓
18BILSSs Spdrb B 3-12m T-bill ETF+0.1%+12.71%加仓
19CGDGCap Group Dividend Growers+0.1%+189.73%加仓
20FTSMFirst Trust Enh Short Mat Fd+0.1%+34.16%加仓
21CATCaterpillar INC+0.1%-0.36%减仓
22CGBLCap Group Core Balanced+0.1%+111.33%加仓
23AMZNAmazon.com INC-0.1%+2.23%加仓
24ITOTIshares Core S&p Total U.s.-0.1%-0.05%减仓
25TCAFT Rowe Prc Cap Appreciation-0.1%-57.51%减仓
26BSCUInvesco Bulletshares 2030 Cb-0.1%-29.39%减仓
27AAPLApple INC-0.1%+0.34%加仓
28GOOGAlphabet Inc-cl C-0.1%-5.05%减仓
29NVDANvidia CORP-0.1%+0.75%加仓
30FDNFirst Trust Dj Internet Ind-0.1%-41.16%减仓
31XLYSs Consumer Disc Select Sect-0.1%-6.40%减仓
32SPTMSs Spdr P S&p 1500 Comp ETF-0.1%-4.34%减仓
33SPYGSs Spdr P S&p 500 Growth ETF-0.1%+3.87%加仓
34XLKSs Technology Select Sector-0.1%+2.72%加仓
35XSOEWisdmtree Emerg Mkt Ex-st Ow-0.1%-17.16%减仓
36JPUSJpmorgan Div Ret US Eq ETF-0.2%-23.16%减仓
37XMHQInvesco S&p Midcap Qual ETF-0.2%-34.36%减仓
38IUSInvesco Rafi Strategic US Et-0.2%-22.91%减仓
39SPSMSs Spdr P S&p 600 Small Cap-0.2%-17.08%减仓
40XSHQInvesco S&p Smallcap Quality-0.2%-40.25%减仓
41MSFTMicrosoft CORP-0.2%+5.28%加仓
42CVXChevron CORP-0.2%-57.24%减仓
43TMSLT.rowe Prc Small-mid Cap ETF-0.3%-34.84%减仓
44OEFIshares S&p 100 ETF-0.4%-83.88%减仓
45QQQInvesco Qqq Trust Series 1-0.6%-14.46%减仓
46SPYSs Spdr S&p 500 ETF Trust-us-1.1%-9.78%减仓
47FESMFidelity Enhanced Small Cap—NEW新建仓
48FWDAB Disruptors ETF—NEW新建仓
49EMEQNomura Focused Emerging Mark—NEW新建仓
50TTEQT Rowe Price Technology ETF—NEW新建仓

FAQ

HighPoint Advisor Group LLC 是什么机构？属于哪种投资人类型？
HighPoint Advisor Group LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$23.9亿，分布在 642 个已申报仓位之中。
HighPoint Advisor Group LLC 目前前几大持股有哪些？
根据最新 13F 申报，HighPoint Advisor Group LLC 按市值排列的前几大持股为： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.6亿 (6.6%) 2. Ste Str Spdr Pt Dw EU ETF (SPDW) — US$7082.3万 (3.0%) 3. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$6536.9万 (2.7%) 4. Invesco Qqq Trust Series 1 (QQQ) — US$6280.3万 (2.6%) 5. Ss Technology Select Sector (XLK) — US$6268.5万 (2.6%)
HighPoint Advisor Group LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，HighPoint Advisor Group LLC 共进行了 50 项显著调整：新建仓 4 个仓位、加仓 27 个既有持股、减仓 19 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Fidelity Enhanced Small Cap (FESM); 新建仓: AB Disruptors ETF (FWD); 新建仓: Nomura Focused Emerging Mark (EMEQ); 新建仓: T Rowe Price Technology ETF (TTEQ); 减仓: Ss Spdr S&p 500 ETF Trust-us (SPY) — 股数 -9.78%
HighPoint Advisor Group LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，HighPoint Advisor Group LLC 的主要板块分布如下： • Information Technology: 32.8% • Consumer Discretionary: 11.1% • Communication Services: 10.9% • Financials: 10.5% • Industrials: 10.0% • Health Care: 9.3%

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