Hamilton Point Investment Advisors, LLC
CHAPEL HILL NC · SEC CIK 0001599746
$7.10亿2026Q2 申报市值
193持仓数
38.5%前十大占比 · 第一大 6.3%
15 / 10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
ASML 加仓+$628.22万
LH 新建仓+$495.51万
BNDX 加仓+$114.84万
BRK/B 加仓+$74.96万
AVEM 加仓+$71.74万
2026Q2 卖出最多 按季末市值估算
BDX 清仓-$467.80万
BRK/A 减仓-$449.31万
NKE 清仓-$316.52万
AMD 减仓-$46.07万
RTX 减仓-$35.69万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BDX | BECTON DICKINSON & CO | $0 | 0.00% | 0 | -29,753 | -100.0% | -$467.80万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -59,464 | -100.0% | -$316.52万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,073 | -100.0% | -$22.54万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,968 | -100.0% | -$21.30万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -3,464 | -100.0% | -$10.50万 | 清仓 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -408 | -100.0% | -$4.50万 | 清仓 |
| EFG | ISHARES TR | $0 | 0.00% | 0 | -326 | -100.0% | -$3.63万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -325 | -100.0% | -$2.55万 | 清仓 |
| USRT | ISHARES TR | $0 | 0.00% | 0 | -16 | -100.0% | -$947 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$62 | 清仓 |
| VB | VANGUARD INDEX FDS | $3,637 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $4,357 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $8,004 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $1.03万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.08万 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR | $1.24万 | 0.00% | 125 | 125 | — | $1.24万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $1.25万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1.31万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $1.49万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $1.50万 | 0.00% | 565 | 565 | — | $1.50万 | 新建仓 |
| — | LONGEVERON INC | $1.58万 | 0.00% | 22,446 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $1.88万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.63万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $2.71万 | 0.00% | 284 | 284 | — | $2.71万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $3.20万 | 0.00% | 840 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $3.31万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| SCHJ | SCHWAB STRATEGIC TR | $3.40万 | 0.00% | 1,380 | 1,380 | — | $3.40万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $3.83万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $3.84万 | 0.01% | 1,064 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $4.21万 | 0.01% | 115 | 115 | — | $4.21万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $4.57万 | 0.01% | 900 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $4.73万 | 0.01% | 1,920 | 820 | 74.5% | $2.02万 | 加仓 |
| — | ANAVEX LIFE SCIENCES CORP | $5.26万 | 0.01% | 20,300 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $5.49万 | 0.01% | 370 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $5.70万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $6.17万 | 0.01% | 281 | 281 | — | $6.17万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $6.17万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $6.18万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $6.41万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.68万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $6.70万 | 0.01% | 1,250 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $6.80万 | 0.01% | 844 | 268 | 46.5% | $2.16万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $7.01万 | 0.01% | 355 | 225 | 173.1% | $4.45万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $8.84万 | 0.01% | 754 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $9.13万 | 0.01% | 304 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $9.69万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $9.74万 | 0.01% | 386 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $10.29万 | 0.01% | 1,335 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR 看涨期权 | $11.05万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $11.17万 | 0.02% | 1,075 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $12.70万 | 0.02% | 2,392 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $13.65万 | 0.02% | 213 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $15.62万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $16.26万 | 0.02% | 1,968 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $17.10万 | 0.02% | 1,039 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $17.90万 | 0.03% | 1,128 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $18.77万 | 0.03% | 1,624 | -700 | -30.1% | -$8.09万 | 减仓 |
| IWR | ISHARES TR | $19.41万 | 0.03% | 1,759 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $20.02万 | 0.03% | 572 | 572 | — | $20.02万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.28万 | 0.03% | 2,333 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $20.36万 | 0.03% | 484 | -1 | -0.2% | -$421 | 重新持有 |
| HONA | HONEYWELL AEROSPACE INC | $20.43万 | 0.03% | 924 | 924 | — | $20.43万 | 新建仓 |
| IVW | ISHARES TR | $20.57万 | 0.03% | 1,496 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $20.69万 | 0.03% | 924 | -927 | -50.1% | -$20.76万 | 减仓 |
| PSA | PUBLIC STORAGE | $20.85万 | 0.03% | 655 | 655 | — | $20.85万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.68万 | 0.03% | 1,372 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $21.71万 | 0.03% | 2,520 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $22.29万 | 0.03% | 706 | -101 | -12.5% | -$3.19万 | 减仓 |
| CVX | CHEVRON CORPORATION | $22.35万 | 0.03% | 1,349 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $22.39万 | 0.03% | 2,319 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $22.55万 | 0.03% | 585 | 585 | — | $22.55万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.11万 | 0.03% | 2,510 | -10 | -0.4% | -$921 | 减仓 |
| C | CITIGROUP INC | $23.21万 | 0.03% | 1,658 | 1,658 | — | $23.21万 | 新建仓 |
| PCAR | PACCAR INC | $23.42万 | 0.03% | 1,950 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $24.92万 | 0.04% | 2,397 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $25.17万 | 0.04% | 3,532 | 32 | 0.9% | $2,280 | 加仓 |
| MA | MASTERCARD INCORPORATED | $26.45万 | 0.04% | 515 | -9 | -1.7% | -$4,622 | 减仓 |
| SO | SOUTHERN CO | $27.56万 | 0.04% | 2,879 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $27.90万 | 0.04% | 10,072 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $28.56万 | 0.04% | 1,859 | 1,859 | — | $28.56万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $28.61万 | 0.04% | 3,347 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $28.65万 | 0.04% | 13,463 | -63 | -0.5% | -$1,341 | 减仓 |
| MCK | MCKESSON CORP | $28.74万 | 0.04% | 380 | -8 | -2.1% | -$6,051 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $29.65万 | 0.04% | 1,478 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.24万 | 0.04% | 632 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $30.93万 | 0.04% | 1,122 | -139 | -11.0% | -$3.83万 | 减仓 |
| PWR | QUANTA SVCS INC | $31.03万 | 0.04% | 431 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $31.66万 | 0.04% | 1,662 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $31.78万 | 0.04% | 266 | -3 | -1.1% | -$3,584 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $32.04万 | 0.05% | 2,531 | -1 | -0.0% | -$127 | 减仓 |
| KLAC | KLA CORP | $33.12万 | 0.05% | 1,098 | 1,098 | — | $33.12万 | 新建仓 |
| BAC | BANK OF AMER CORP | $34.07万 | 0.05% | 5,980 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $36.10万 | 0.05% | 473 | -113 | -19.3% | -$8.62万 | 重新持有 |
| MMM | 3M CO | $38.06万 | 0.05% | 2,351 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $38.80万 | 0.05% | 1,100 | -12 | -1.1% | -$4,232 | 减仓 |
| EMR | EMERSON ELEC CO | $39.25万 | 0.06% | 2,742 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $41.06万 | 0.06% | 1,159 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $42.03万 | 0.06% | 1,437 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $42.25万 | 0.06% | 452 | -5 | -1.1% | -$4,674 | 减仓 |
| MCD | MCDONALDS CORP | $46.51万 | 0.07% | 1,720 | -1 | -0.1% | -$270 | 减仓 |