ArchPoint Investors
CORAL GABLES FL · SEC CIK 0001483472
$4.73亿2026Q2 申报市值
80持仓数
62.6%前十大占比 · 第一大 25.4%
7 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$407.28万
PSN 新建仓+$366.73万
EMB 新建仓+$335.13万
VTV 加仓+$309.46万
BXSL 加仓+$206.37万
2026Q2 卖出最多 按季末市值估算
DMLP 减仓-$468.93万
MPLX 清仓-$359.41万
ET 清仓-$349.57万
LZB 减仓-$301.70万
EPD 减仓-$264.29万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1.20亿 | 25.42% | 336,735 | -330 | -0.1% | -$11.79万 | 减仓 |
| AMZN | AMAZON COM INC | $3,294.10万 | 6.96% | 138,210 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $2,539.37万 | 5.36% | 33,500 | -300 | -0.9% | -$22.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,431.94万 | 5.14% | 65,721 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $2,251.31万 | 4.76% | 272,490 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $2,067.98万 | 4.37% | 30,110 | 5,930 | 24.5% | $407.28万 | 加仓 |
| CSCO | CISCO SYS INC | $1,511.12万 | 3.19% | 128,650 | -1,925 | -1.5% | -$22.61万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $1,265.92万 | 2.67% | 230,796 | 33,730 | 17.1% | $185.01万 | 加仓 |
| IEFA | ISHARES TR | $1,137.25万 | 2.40% | 117,752 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $1,114.52万 | 2.35% | 277,796 | -75,200 | -21.3% | -$301.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1,062.78万 | 2.25% | 48,767 | 14,200 | 41.1% | $309.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $897.75万 | 1.90% | 24,067 | -914 | -3.7% | -$34.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $852.24万 | 1.80% | 11,386 | -250 | -2.1% | -$18.71万 | 减仓 |
| QLTY | GMO ETF TRUST | $848.50万 | 1.79% | 203,500 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $793.31万 | 1.68% | 314,184 | -185,714 | -37.2% | -$468.93万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $763.64万 | 1.61% | 31,950 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $751.84万 | 1.59% | 249,200 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $707.33万 | 1.49% | 14,095 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $640.13万 | 1.35% | 31,992 | 2 | 0.0% | $400 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $639.12万 | 1.35% | 25,165 | -289 | -1.1% | -$7.34万 | 减仓 |
| XBI | SPDR SERIES TRUST | $472.77万 | 1.00% | 29,875 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $425.48万 | 0.90% | 73,996 | 4,330 | 6.2% | $24.90万 | 加仓 |
| XOP | SPDR SERIES TRUST | $384.62万 | 0.81% | 24,933 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $373.16万 | 0.79% | 43,320 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $367.97万 | 0.78% | 100,100 | -71,896 | -41.8% | -$264.29万 | 减仓 |
| PSN | PARSONS CORP DEL | $366.73万 | 0.77% | 70,000 | 70,000 | — | $366.73万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $356.83万 | 0.75% | 126,000 | -1,000 | -0.8% | -$2.83万 | 减仓 |
| CMI | CUMMINS INC | $356.61万 | 0.75% | 5,000 | -163 | -3.2% | -$11.63万 | 减仓 |
| EMB | ISHARES TR | $335.13万 | 0.71% | 34,750 | 34,750 | — | $335.13万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $325.06万 | 0.69% | 19,610 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $318.57万 | 0.67% | 16,750 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $294.32万 | 0.62% | 30,522 | -3,614 | -10.6% | -$34.85万 | 减仓 |
| GLD | SPDR GOLD TR | $271.20万 | 0.57% | 7,362 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $266.29万 | 0.56% | 222,278 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $261.80万 | 0.55% | 100,000 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $257.77万 | 0.54% | 105,300 | 84,300 | 401.4% | $206.37万 | 加仓 |
| POOL | POOL CORP | $255.19万 | 0.54% | 11,875 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $251.44万 | 0.53% | 22,000 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $246.84万 | 0.52% | 100,875 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $240.20万 | 0.51% | 46,325 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $234.67万 | 0.50% | 124,364 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $221.45万 | 0.47% | 35,212 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $214.75万 | 0.45% | 18,040 | -149 | -0.8% | -$1.77万 | 减仓 |
| OKE | ONEOK INC NEW | $200.05万 | 0.42% | 23,010 | -13,305 | -36.6% | -$115.67万 | 减仓 |
| META | META PLATFORMS INC | $174.63万 | 0.37% | 3,100 | 725 | 30.5% | $40.84万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $173.87万 | 0.37% | 34,614 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $173.20万 | 0.37% | 17,850 | 0 | 0.0% | — | 不变 |
| CLYM | CLIMB BIO INC | $168.09万 | 0.36% | 128,900 | 7,500 | 6.2% | $9.78万 | 加仓 |
| AAPL | APPLE INC | $161.64万 | 0.34% | 5,586 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $156.29万 | 0.33% | 2,120 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $146.40万 | 0.31% | 69,220 | 0 | 0.0% | — | 不变 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $145.19万 | 0.31% | 100,964 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $133.73万 | 0.28% | 18,317 | -11,800 | -39.2% | -$86.15万 | 减仓 |
| BX | BLACKSTONE INC | $115.32万 | 0.24% | 9,800 | -9,800 | -50.0% | -$115.32万 | 减仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $90.32万 | 0.19% | 115,055 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $71.20万 | 0.15% | 2,450 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $60.85万 | 0.13% | 7,700 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $59.47万 | 0.13% | 4,350 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $57.14万 | 0.12% | 13,329 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $56.73万 | 0.12% | 1,600 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $43.63万 | 0.09% | 2,750 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $41.76万 | 0.09% | 1,390 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $34.74万 | 0.07% | 20,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $34.31万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $33.50万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC | $33.12万 | 0.07% | 20,000 | 20,000 | — | $33.12万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $31.29万 | 0.07% | 31,326 | 31,326 | — | $31.29万 | 新建仓 |
| WMB | WILLIAMS COS INC | $31.22万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $28.95万 | 0.06% | 6,225 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $25.93万 | 0.05% | 51,050 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.68万 | 0.05% | 1,043 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $24.43万 | 0.05% | 4,600 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $21.04万 | 0.04% | 17,692 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $20.91万 | 0.04% | 12,322 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $20.54万 | 0.04% | 3,326 | 3,326 | — | $20.54万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $16.59万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| FRMI | FERMI INC | $9.62万 | 0.02% | 10,500 | 10,500 | — | $9.62万 | 新建仓 |
| SFIX | STITCH FIX INC | $7.81万 | 0.02% | 19,000 | 0 | 0.0% | — | 不变 |
| — | EIGHTCO HOLDINGS INC | $2.43万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |
| IVVD | INVIVYD INC | $2.01万 | 0.00% | 23,000 | 23,000 | — | $2.01万 | 新建仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -62,977 | -100.0% | -$359.41万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -181,126 | -100.0% | -$349.57万 | 清仓 |
| DHS | WISDOMTREE TR | $0 | 0.00% | 0 | -10,400 | -100.0% | -$113.59万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,589 | -100.0% | -$21.47万 | 清仓 |
| BORR | BORR DRILLING LTD | $0 | 0.00% | 0 | -12,500 | -100.0% | -$7.21万 | 清仓 |