ArchPoint Investors
CORAL GABLES FL · SEC CIK 0001483472
$4.20亿2026Q1 申报市值
78持仓数
59.2%前十大占比 · 第一大 23.1%
4 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMZN 加仓+$875.78万
MSFT 加仓+$648.67万
CSGP 新建仓+$512.32万
NVDA 加仓+$416.83万
BX 新建仓+$225.38万
2026Q1 卖出最多 按季末市值估算
CONFLUENT INC 清仓-$1,310.40万
CW 减仓-$562.12万
PSLV 减仓-$296.34万
EMLP 清仓-$269.18万
GPC 减仓-$208.83万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | CONFLUENT INC | $0 | 0.00% | 0 | -433,333 | -100.0% | -$1,310.40万 | 清仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -71,081 | -100.0% | -$269.18万 | 清仓 |
| URNM | SPROTT FDS TR | $0 | 0.00% | 0 | -13,000 | -100.0% | -$71.36万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,580 | -100.0% | -$43.45万 | 清仓 |
| GNR | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,900 | -100.0% | -$42.88万 | 清仓 |
| HNGE | HINGE HEALTH INC | $0 | 0.00% | 0 | -4,416 | -100.0% | -$20.51万 | 清仓 |
| — | EIGHTCO HOLDINGS INC | $3.26万 | 0.01% | 35,000 | 35,000 | — | $3.26万 | 新建仓 |
| SFIX | STITCH FIX INC | $6.29万 | 0.01% | 19,000 | 0 | 0.0% | — | 不变 |
| BORR | BORR DRILLING LTD | $7.21万 | 0.02% | 12,500 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $15.87万 | 0.04% | 12,322 | 0 | 0.0% | — | 不变 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $16.25万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $18.12万 | 0.04% | 51,050 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.47万 | 0.05% | 5,589 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $22.43万 | 0.05% | 1,043 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $24.20万 | 0.06% | 1,600 | 1,600 | — | $24.20万 | 新建仓 |
| — | VANECK ETF TRUST | $25.24万 | 0.06% | 6,225 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $28.01万 | 0.07% | 17,692 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $28.18万 | 0.07% | 4,600 | -5,221 | -53.2% | -$31.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $30.04万 | 0.07% | 4,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $30.22万 | 0.07% | 1,000 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $30.57万 | 0.07% | 4,200 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $34.47万 | 0.08% | 1,390 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $37.76万 | 0.09% | 20,000 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $40.15万 | 0.10% | 115,055 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $40.32万 | 0.10% | 2,750 | 0 | 0.0% | — | 不变 |
| BXSL | BLACKSTONE SECD LENDING FD | $51.37万 | 0.12% | 21,000 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $60.97万 | 0.15% | 2,450 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.04万 | 0.15% | 7,700 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $66.45万 | 0.16% | 13,329 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $73.80万 | 0.18% | 4,350 | 0 | 0.0% | — | 不变 |
| CLYM | CLIMB BIO INC | $83.16万 | 0.20% | 121,400 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $113.59万 | 0.27% | 10,400 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $122.36万 | 0.29% | 2,120 | 2 | 0.1% | $1,154 | 加仓 |
| — | TIDAL TRUST I | $135.60万 | 0.32% | 69,220 | 15,000 | 27.7% | $29.39万 | 加仓 |
| META | META PLATFORMS INC | $135.88万 | 0.32% | 2,375 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $141.77万 | 0.34% | 5,586 | 4,000 | 252.2% | $101.52万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR | $147.41万 | 0.35% | 100,964 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD MALVERN FDS | $172.90万 | 0.41% | 34,614 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $186.27万 | 0.44% | 222,278 | 0 | 0.0% | — | 不变 |
| JHX | JAMES HARDIE INDS PLC | $189.40万 | 0.45% | 100,000 | -2,000 | -2.0% | -$3.79万 | 减仓 |
| GPC | GENUINE PARTS CO | $194.28万 | 0.46% | 18,189 | -19,551 | -51.8% | -$208.83万 | 减仓 |
| MO | ALTRIA GROUP INC | $201.93万 | 0.48% | 30,117 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $206.98万 | 0.49% | 35,212 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $223.95万 | 0.53% | 17,850 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $225.38万 | 0.54% | 19,600 | 19,600 | — | $225.38万 | 新建仓 |
| POOL | POOL CORP | $240.27万 | 0.57% | 11,875 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $243.85万 | 0.58% | 46,325 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $245.12万 | 0.58% | 22,000 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $277.78万 | 0.66% | 5,163 | 163 | 3.3% | $8.77万 | 加仓 |
| IBB | ISHARES TR | $282.82万 | 0.67% | 16,750 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $286.79万 | 0.68% | 100,875 | -1,500 | -1.5% | -$4.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $302.79万 | 0.72% | 34,136 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $303.32万 | 0.72% | 124,364 | -121,500 | -49.4% | -$296.34万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $315.36万 | 0.75% | 7,220 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $316.78万 | 0.75% | 7,362 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $328.25万 | 0.78% | 36,315 | 0 | 0.0% | — | 不变 |
| SPUS | TIDAL TRUST I | $335.51万 | 0.80% | 69,666 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $349.57万 | 0.83% | 181,126 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $359.41万 | 0.86% | 62,977 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $381.59万 | 0.91% | 29,875 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $405.73万 | 0.97% | 19,610 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $453.36万 | 1.08% | 24,933 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $512.32万 | 1.22% | 127,000 | 127,000 | — | $512.32万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $546.66万 | 1.30% | 197,066 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $557.92万 | 1.33% | 31,990 | 23,900 | 295.4% | $416.83万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $622.20万 | 1.48% | 25,454 | 289 | 1.1% | $7.06万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $650.83万 | 1.55% | 171,996 | 4,558 | 2.7% | $17.25万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $678.20万 | 1.61% | 34,567 | 5,100 | 17.3% | $100.06万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $693.47万 | 1.65% | 14,095 | 0 | 0.0% | — | 不变 |
| QLTY | GMO ETF TRUST | $737.49万 | 1.76% | 203,500 | 4,500 | 2.3% | $16.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $758.83万 | 1.81% | 11,636 | 140 | 1.2% | $9.13万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $883.16万 | 2.10% | 249,200 | 1,000 | 0.4% | $3.54万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $906.61万 | 2.16% | 31,950 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $924.70万 | 2.20% | 24,981 | 17,524 | 235.0% | $648.67万 | 加仓 |
| CSCO | CISCO SYS INC | $1,013.13万 | 2.41% | 130,575 | -500 | -0.4% | -$3.88万 | 减仓 |
| IEFA | ISHARES TR | $1,066.01万 | 2.54% | 117,752 | 0 | 0.0% | — | 不变 |
| LZB | LA Z BOY INC | $1,134.53万 | 2.70% | 352,996 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $1,354.72万 | 3.23% | 499,898 | -59,362 | -10.6% | -$160.87万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,444.88万 | 3.44% | 24,180 | 1,173 | 5.1% | $70.09万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $1,851.52万 | 4.41% | 45,415 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $2,108.40万 | 5.02% | 65,721 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $2,303.00万 | 5.48% | 33,800 | -8,250 | -19.6% | -$562.12万 | 减仓 |
| AMZN | AMAZON COM INC | $2,878.50万 | 6.85% | 138,210 | 42,050 | 43.7% | $875.78万 | 加仓 |
| GOOGL | ALPHABET INC | $9,692.64万 | 23.08% | 337,065 | -40 | -0.0% | -$1.15万 | 减仓 |