Stablepoint Partners, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$7.2亿

申报季度: 2026-06-30 · 持股只数: 260

Stablepoint Partners, LLC在最新一期 13F 报告中披露了 260 项持股，申报期为 2026-06-30，总持股市值约为 US$7.2亿，季度换手率为 14.8%。

浏览其他1 亿至 10 亿美元机构浏览其他以“S”开头的机构

机构性格雪花图

集中度: 3.56
持仓稳定性: 14.76
动能／逆势: 100
行业集中度: 37.23
多样化: 100
仓位均衡度: 88.52

近期动向

加仓 STX
-1.6%　US$573.8万
加仓 MU
-2.1%　US$424.2万
加仓 AMD
-2.5%　US$341.6万
加仓 CSCO
-0.2%　US$336.1万
减仓 T
+1.0%　-US$223.8万
减仓 CVX
+0.8%　-US$177.8万

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
1	AAPL	Apple INC	股票-科技	2.91%	+0.14%	-0.88%
2	AVGO	Broadcom INC	股票-科技	1.83%	+0.20%	-0.96%
3	JPM	Jpmorgan Chase & Co	股票-金融	1.77%	+0.06%	+0.06%
4	FTSM	First Trust Enh Short Mat Fd	ETF-其他	1.77%	—	-2.71%
5	NEE	Nextera Energy INC	股票-公用事业	1.58%	-0.22%	-0.14%
6	AMGN	Amgen INC	股票-医疗保健	1.56%	—	+0.57%
7	SRLN	Ss Blackstone Sr Loan ETF	ETF-其他	1.50%	—	+1.15%
8	PFF	Ishares Preferred & Income S	ETF-其他	1.46%	—	+2.06%
9	AMZN	Amazon.com INC	股票-周期性消费	1.43%	+0.08%	-0.17%
10	CSCO	Cisco Systems INC	股票-科技	1.38%	+0.40%	-0.23%
11	KO	Coca-cola Co/the	股票-非周期性消费	1.37%	—	+0.27%
12	STX	Seagate Technology Holdings plc	股票-科技	1.35%	+0.75%	-1.61%
13	TIP	Ishares Tips Bond ETF	ETF-其他	1.34%	—	+0.31%
14	GOOGL	Alphabet Inc-cl A	股票-通信服务	1.27%	+0.12%	-4.72%
15	CVS	Cvs Health CORP	股票-医疗保健	1.26%	+0.32%	+0.22%
16	IAU	Ishares Gold Trust	ETF-避险与商品	1.25%	-0.29%	+1.89%
17	ULST	Ss Ultra Short Tm Bond ETF	ETF-其他	1.24%	—	+2.37%
18	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-其他	1.23%	—	+3.82%
19	TOTL	Ss Doubleline Tr Tact ETF	ETF-其他	1.20%	—	+3.86%
20	MRK	Merck & Co. INC.	股票-医疗保健	1.19%	+0.01%	+0.81%
21	MSFT	Microsoft CORP	股票-科技	1.18%	—	-0.57%
22	PSX	Phillips 66	股票-能源	1.14%	-0.18%	+0.10%
23	QCOM	Qualcomm INC	股票-科技	1.09%	+0.28%	+0.45%
24	JNJ	Johnson & Johnson	股票-医疗保健	1.05%	—	+0.65%
25	CVX	Chevron CORP	股票-能源	1.03%	-0.34%	+0.81%
26	TD	Toronto-dominion Bank	股票-金融	1.03%	+0.18%	+0.04%
27	PG	Procter & Gamble Co/the	股票-非周期性消费	1.01%	—	+0.12%
28	WMT	Walmart INC	股票-非周期性消费	1.00%	-0.17%	+0.83%
29	BSJT	Invesco Bulletshares 2029 Hy	ETF-其他	1.00%	—	+6.75%
30	LMT	Lockheed Martin CORP	股票-工业	0.99%	-0.25%	+1.12%
31	WBS	Webster Financial CORP	股票-金融	0.99%	+0.03%	-0.18%
32	KMI	Kinder Morgan INC	股票-能源	0.95%	—	+0.20%
33	COF	Capital One Financial CORP	股票-金融	0.93%	+0.03%	+1.38%
34	VZ	Verizon Communications INC	股票-通信服务	0.91%	-0.24%	+1.07%
35	PEP	Pepsico INC	股票-非周期性消费	0.91%	-0.20%	+0.50%
36	D	Dominion Energy INC	股票-公用事业	0.90%	+0.03%	+1.26%
37	FE	Firstenergy CORP	股票-公用事业	0.89%	—	+1.40%
38	EIX	Edison International	股票-公用事业	0.86%	—	+0.12%
39	MCD	Mcdonald's CORP	股票-周期性消费	0.86%	-0.19%	+1.72%
40	FITB	Fifth Third Bancorp	股票-金融	0.85%	+0.10%	+0.50%
41	MU	Micron Technology INC	股票-科技	0.84%	+0.57%	-2.06%
42	UL	Unilever Plc-sponsored Adr	股票-非周期性消费	0.81%	—	+0.74%
43	MDT	Medtronic plc	股票-医疗保健	0.80%	—	+1.44%
44	T	At&t INC	股票-通信服务	0.80%	-0.39%	+1.04%
45	GSK	Gsk Plc-spon Adr	股票-医疗保健	0.80%	—	+0.79%
46	MET	Metlife INC	股票-金融	0.80%	+0.09%	+0.66%
47	DUK	Duke Energy CORP	股票-公用事业	0.79%	—	+0.72%
48	NVDA	Nvidia CORP	股票-科技	0.79%	+0.04%	-1.64%
49	KTB	Kontoor Brands INC	股票-周期性消费	0.78%	+0.07%	+0.51%
50	CCI	Crown Castle INC	股票-房地产	0.76%	—	+1.14%

1–50 of 260

申报总市值趋势

行业配置

历年行业分布趋势

季度历史总览

季度	持股只数	总市值	稳定性	主要持股
2026-06-30	260	US$7.2亿	15	1AAPL 2AVGO 3JPM 主要持股2026-06-30 1.AAPL 2.AVGO 3.JPM 4.FTSM 5.NEE 6.AMGN 7.SRLN 8.PFF 9.AMZN 10.CSCO
2026-03-31	260	US$6.7亿	27	1AAPL 2FTSM 3NEE 主要持股2026-03-31 1.AAPL 2.FTSM 3.NEE 4.JPM 5.AVGO 6.AMGN 7.SRLN 8.IAU 9.PFF 10.TIP
2025-12-31	245	US$6.4亿	14	1AAPL 2FTSM 3AVGO 主要持股2025-12-31 1.AAPL 2.FTSM 3.AVGO 4.JPM 5.SRLN 6.VNLA 7.IAU 8.STX 9.MSFT 10.NEE
2025-09-30	248	US$6.3亿	17	1AAPL 2AVGO 3JPM 主要持股2025-09-30 1.AAPL 2.AVGO 3.JPM 4.SRLN 5.VNLA 6.MSFT 7.IAU 8.NEE 9.STX 10.AMZN
2025-06-30	249	US$5.9亿	0	1AAPL 2AVGO 3JPM 主要持股2025-06-30 1.AAPL 2.AVGO 3.JPM 4.MSFT 5.VNLA 6.SRLN 7.IAU 8.AMZN 9.NEE 10.FTSM
2025-03-31	242	US$5.5亿	0	1AAPL 2VNLA 3SRLN 主要持股2025-03-31 1.AAPL 2.VNLA 3.SRLN 4.IAU 5.JPM 6.NEE 7.AMGN 8.MSFT 9.FTSM 10.KO
2024-12-31	241	US$5.4亿	0	1AAPL 2VNLA 3AVGO 主要持股2024-12-31 1.AAPL 2.VNLA 3.AVGO 4.JPM 5.SRLN 6.AMZN 7.MSFT 8.FTSM 9.NEE 10.IAU
2024-09-30	239	US$5.5亿	0	1AAPL 2VNLA 3NEE 主要持股2024-09-30 1.AAPL 2.VNLA 3.NEE 4.MSFT 5.JPM 6.SRLN 7.AVGO 8.AMZN 9.IAU 10.FTSM
2024-06-30	241	US$5.2亿	0	1AAPL 2MSFT 3VNLA 主要持股2024-06-30 1.AAPL 2.MSFT 3.VNLA 4.JPM 5.NEE 6.AMZN 7.SRLN 8.AVGO 9.IAU 10.PG
2024-03-31	233	US$4.9亿	0	1AAPL 2MSFT 3JPM 主要持股2024-03-31 1.AAPL 2.MSFT 3.JPM 4.AVGO 5.AMZN 6.IAU 7.PSX 8.VNLA 9.NEE 10.PG
2023-12-31	218	US$3.9亿	0	1AAPL 2MSFT 3JPM 主要持股2023-12-31 1.AAPL 2.MSFT 3.JPM 4.AVGO 5.IAU 6.NEE 7.PSX 8.AMZN 9.CVS 10.VNLA

本季持股变动

Stablepoint Partners, LLC 在 2026-06-30 最显著的持仓异动：减仓: Seagate Technology Holdings plc (STX) — 股数 -1.61%; 减仓: Micron Technology INC (MU) — 股数 -2.06%; 减仓: Advanced Micro Devices (AMD) — 股数 -2.54%; 减仓: Cisco Systems INC (CSCO) — 股数 -0.23%; 加仓: At&t INC (T) — 股数 +1.04%.

Stablepoint Partners, LLC 于截至 2026-06-30 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
1	STX	Seagate Technology Holdings plc	+0.8%	-1.61%	减仓
2	MU	Micron Technology INC	+0.6%	-2.06%	减仓
3	AMD	Advanced Micro Devices	+0.5%	-2.54%	减仓
4	CSCO	Cisco Systems INC	+0.4%	-0.23%	减仓
5	CVS	Cvs Health CORP	+0.3%	+0.22%	加仓
6	AMAT	Applied Materials INC	+0.3%	-1.79%	减仓
7	QCOM	Qualcomm INC	+0.3%	+0.45%	加仓
8	PANW	Palo Alto Networks INC	+0.2%	-0.36%	减仓
9	AVGO	Broadcom INC	+0.2%	-0.96%	减仓
10	TD	Toronto-dominion Bank	+0.2%	+0.04%	加仓
11	CRWD	Crowdstrike Holdings INC - A	+0.2%	-9.00%	减仓
12	TSM	Taiwan Semiconductor-sp Adr	+0.2%	+0.06%	加仓
13	AAPL	Apple INC	+0.1%	-0.88%	减仓
14	GOOGL	Alphabet Inc-cl A	+0.1%	-4.72%	减仓
15	FV	First Trust Dw Focus 5 Fund	+0.1%	+4.76%	加仓
16	RBRK	Rubrik Inc-a	+0.1%	+4.44%	加仓
17	FITB	Fifth Third Bancorp	+0.1%	+0.50%	加仓
18	MET	Metlife INC	+0.1%	+0.66%	加仓
19	QQQ	Invesco Qqq Trust Series 1	+0.1%	+3.38%	加仓
20	LLY	Eli Lilly & Co	+0.1%	-1.61%	减仓
21	UNH	Unitedhealth Group INC	+0.1%	+0.32%	加仓
22	AMZN	Amazon.com INC	+0.1%	-0.17%	减仓
23	SPSM	Ss Spdr P S&p 600 Small Cap	+0.1%	+6.83%	加仓
24	KTB	Kontoor Brands INC	+0.1%	+0.51%	加仓
25	JPM	Jpmorgan Chase & Co	+0.1%	+0.06%	加仓
26	VIG	Vanguard Dividend Apprec ETF	+0.1%	+6.75%	加仓
27	PSA	Public Storage	+0.1%	+1.08%	加仓
28	IVW	Ishares S&p 500 Growth ETF	+0.1%	+2.47%	加仓
29	KMB	Kimberly-clark CORP	+0.1%	+1.52%	加仓
30	ABBV	Abbvie INC	0%	-0.99%	减仓
31	NVDA	Nvidia CORP	0%	-1.64%	减仓
32	D	Dominion Energy INC	0%	+1.26%	加仓
33	COF	Capital One Financial CORP	0%	+1.38%	加仓
34	WBS	Webster Financial CORP	0%	-0.18%	减仓
35	MRK	Merck & Co. INC.	0%	+0.81%	加仓
36	KO	Coca-cola Co/the	—	+0.27%	加仓
37	SLV	Ishares Silver Trust	-0.1%	-31.39%	减仓
38	NFLX	Netflix INC	-0.2%	-0.27%	减仓
39	PFE	Pfizer INC	-0.2%	+1.41%	加仓
40	WMT	Walmart INC	-0.2%	+0.83%	加仓
41	PSX	Phillips 66	-0.2%	+0.10%	加仓
42	TMUS	T-mobile US INC	-0.2%	-2.00%	减仓
43	MCD	Mcdonald's CORP	-0.2%	+1.72%	加仓
44	PEP	Pepsico INC	-0.2%	+0.50%	加仓
45	NEE	Nextera Energy INC	-0.2%	-0.14%	减仓
46	VZ	Verizon Communications INC	-0.2%	+1.07%	加仓
47	LMT	Lockheed Martin CORP	-0.3%	+1.12%	加仓
48	IAU	Ishares Gold Trust	-0.3%	+1.89%	加仓
49	CVX	Chevron CORP	-0.3%	+0.81%	加仓
50	T	At&t INC	-0.4%	+1.04%	加仓

FAQ

Stablepoint Partners, LLC 是什么机构？属于哪种投资人类型？

Stablepoint Partners, 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（2026-06-30），该机构追踪的股票投资组合估值约为 US$7.2亿，分布在 260 个已申报仓位之中。

Stablepoint Partners, LLC 目前前几大持股有哪些？

根据最新 13F 申报，Stablepoint Partners, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$2104.8万 (2.9%) 2. Broadcom INC (AVGO) — US$1324.3万 (1.8%) 3. Jpmorgan Chase & Co (JPM) — US$1282.1万 (1.8%) 4. First Trust Enh Short Mat Fd (FTSM) — US$1276.1万 (1.8%) 5. Nextera Energy INC (NEE) — US$1144.8万 (1.6%)

Stablepoint Partners, LLC 在最新一期 13F 申报中做了哪些操作？

在最新申报季度中，Stablepoint Partners, LLC 共进行了 50 项显著调整：新建仓 0 个仓位、加仓 31 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：减仓: Seagate Technology Holdings plc (STX) — 股数 -1.61%; 减仓: Micron Technology INC (MU) — 股数 -2.06%; 减仓: Advanced Micro Devices (AMD) — 股数 -2.54%; 减仓: Cisco Systems INC (CSCO) — 股数 -0.23%; 加仓: At&t INC (T) — 股数 +1.04%

Stablepoint Partners, 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，Stablepoint Partners, LLC 的主要板块分布如下： • Information Technology: 21.6% • Health Care: 15.3% • Financials: 13.4% • Consumer Staples: 9.0% • Consumer Discretionary: 8.6% • Utilities: 7.2%