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 |
|---|---|---|---|---|---|---|---|---|
| BNDX | VANGUARD CHARLOTTE FDS | $4,452.40万 | 6.27% | 919,347 | 23,712 | 2.6% | $114.84万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,268.44万 | 6.01% | 57 | -6 | -9.5% | -$449.31万 | 减仓 |
| GOOG | ALPHABET INC | $3,029.97万 | 4.27% | 85,755 | -322 | -0.4% | -$11.38万 | 减仓 |
| AAPL | APPLE INC | $2,902.75万 | 4.09% | 100,316 | -314 | -0.3% | -$9.09万 | 减仓 |
| EME | EMCOR GROUP INC | $2,522.81万 | 3.55% | 30,400 | 1 | 0.0% | $830 | 加仓 |
| RTX | RTX CORPORATION | $2,163.00万 | 3.05% | 114,004 | -1,881 | -1.6% | -$35.69万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $2,097.22万 | 2.95% | 62,002 | -90 | -0.1% | -$3.04万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,068.44万 | 2.91% | 47,941 | 46 | 0.1% | $1.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,034.41万 | 2.86% | 54,539 | -952 | -1.7% | -$35.51万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,768.00万 | 2.49% | 141,712 | 1,601 | 1.1% | $19.97万 | 加仓 |
| TJX | TJX COS INC NEW | $1,590.79万 | 2.24% | 105,003 | -710 | -0.7% | -$10.76万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,554.39万 | 2.19% | 205,853 | 554 | 0.3% | $4.18万 | 加仓 |
| DE | DEERE & CO | $1,539.98万 | 2.17% | 24,215 | -92 | -0.4% | -$5.85万 | 减仓 |
| LFUS | LITTELFUSE INC | $1,320.25万 | 1.86% | 28,995 | 20 | 0.1% | $9,107 | 加仓 |
| CMI | CUMMINS INC | $1,291.54万 | 1.82% | 18,109 | 308 | 1.7% | $21.97万 | 加仓 |
| ETN | EATON CORP PLC | $1,253.17万 | 1.76% | 29,409 | 22 | 0.1% | $9,375 | 加仓 |
| CSCO | CISCO SYS INC | $1,233.85万 | 1.74% | 105,044 | 22 | 0.0% | $2,584 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,229.43万 | 1.73% | 127,415 | 7,435 | 6.2% | $71.74万 | 加仓 |
| AMGN | AMGEN INC | $1,199.20万 | 1.69% | 33,116 | -349 | -1.0% | -$12.64万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,062.68万 | 1.50% | 41,843 | -304 | -0.7% | -$7.72万 | 减仓 |
| HUBB | HUBBELL INC | $1,016.20万 | 1.43% | 19,423 | 138 | 0.7% | $7.22万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,008.37万 | 1.42% | 104,084 | -2,538 | -2.4% | -$24.59万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $951.01万 | 1.34% | 29,054 | 71 | 0.2% | $2.32万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $914.18万 | 1.29% | 104,157 | 2,188 | 2.1% | $19.20万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $899.14万 | 1.27% | 38,573 | 437 | 1.1% | $10.19万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $882.03万 | 1.24% | 39,089 | -806 | -2.0% | -$18.19万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $842.19万 | 1.19% | 91,862 | -1,158 | -1.2% | -$10.62万 | 减仓 |
| V | VISA INC | $834.16万 | 1.17% | 24,313 | -78 | -0.3% | -$2.68万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $779.50万 | 1.10% | 33,955 | -339 | -1.0% | -$7.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $774.29万 | 1.09% | 38,697 | -64 | -0.2% | -$1.28万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $755.75万 | 1.06% | 26,875 | 28 | 0.1% | $7,874 | 加仓 |
| WMT | WALMART INC | $737.50万 | 1.04% | 65,116 | 338 | 0.5% | $3.83万 | 加仓 |
| DHR | DANAHER CORP DEL | $720.73万 | 1.01% | 37,758 | -803 | -2.1% | -$15.33万 | 减仓 |
| ASML | ASML HLDG NV | $707.59万 | 1.00% | 3,557 | 3,158 | 791.5% | $628.22万 | 加仓 |
| EXP | EAGLE MATLS INC | $673.46万 | 0.95% | 29,898 | -749 | -2.4% | -$16.87万 | 减仓 |
| TXN | TEXAS INSTRS INC | $629.51万 | 0.89% | 21,120 | 106 | 0.5% | $3.16万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $610.89万 | 0.86% | 50,475 | -382 | -0.8% | -$4.62万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $589.90万 | 0.83% | 113,705 | 70 | 0.1% | $3,632 | 加仓 |
| LLY | ELI LILLY & CO | $577.34万 | 0.81% | 4,813 | -132 | -2.7% | -$15.83万 | 减仓 |
| WM | WASTE MGMT INC DEL | $540.09万 | 0.76% | 24,232 | 22 | 0.1% | $4,903 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $534.40万 | 0.75% | 15,792 | -294 | -1.8% | -$9.95万 | 减仓 |
| UL | UNILEVER PLC | $533.91万 | 0.75% | 88,808 | -1,947 | -2.1% | -$11.71万 | 减仓 |
| WSO | WATSCO INC | $532.24万 | 0.75% | 12,772 | -179 | -1.4% | -$7.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $532.21万 | 0.75% | 7,109 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $528.61万 | 0.74% | 124,850 | 1,086 | 0.9% | $4.60万 | 加仓 |
| CRM | SALESFORCE INC | $518.69万 | 0.73% | 33,016 | -455 | -1.4% | -$7.15万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $501.31万 | 0.71% | 130,855 | -1,235 | -0.9% | -$4.73万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $495.51万 | 0.70% | 17,697 | 17,697 | — | $495.51万 | 新建仓 |
| RELX | RELX PLC | $492.39万 | 0.69% | 155,476 | -1,091 | -0.7% | -$3.46万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $436.98万 | 0.62% | 113,501 | 142 | 0.1% | $5,467 | 加仓 |
| PFE | PFIZER INC | $404.19万 | 0.57% | 167,854 | -816 | -0.5% | -$1.96万 | 减仓 |
| RIO | RIO TINTO PLC | $391.12万 | 0.55% | 41,201 | 34 | 0.1% | $3,228 | 加仓 |
| GPC | GENUINE PARTS CO | $384.41万 | 0.54% | 32,288 | -1,077 | -3.2% | -$12.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $372.39万 | 0.52% | 7,442 | 1,498 | 25.2% | $74.96万 | 加仓 |
| MDT | MEDTRONIC PLC | $370.63万 | 0.52% | 46,945 | -1,006 | -2.1% | -$7.94万 | 减仓 |
| EOG | EOG RES INC | $367.90万 | 0.52% | 28,359 | -83 | -0.3% | -$1.08万 | 减仓 |
| ADBE | ADOBE INC | $365.76万 | 0.52% | 17,840 | -448 | -2.4% | -$9.18万 | 减仓 |
| HSY | HERSHEY CO | $361.62万 | 0.51% | 20,611 | -122 | -0.6% | -$2.14万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $327.77万 | 0.46% | 26,340 | -192 | -0.7% | -$2.39万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $311.18万 | 0.44% | 22,562 | -498 | -2.2% | -$6.87万 | 减仓 |
| PAYX | PAYCHEX INC | $299.92万 | 0.42% | 30,501 | -612 | -2.0% | -$6.02万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $283.19万 | 0.40% | 4,875 | -793 | -14.0% | -$46.07万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $205.97万 | 0.29% | 2,999 | 244 | 8.9% | $16.76万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $188.03万 | 0.26% | 1,947 | -250 | -11.4% | -$24.14万 | 减仓 |
| GOOGL | ALPHABET INC | $174.33万 | 0.25% | 4,878 | -38 | -0.8% | -$1.36万 | 减仓 |
| GWW | WW GRAINGER INC | $173.59万 | 0.24% | 1,276 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $154.88万 | 0.22% | 6,155 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $154.76万 | 0.22% | 3,800 | -8 | -0.2% | -$3,258 | 减仓 |
| MRK | MERCK & CO INC | $151.17万 | 0.21% | 11,687 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $142.88万 | 0.20% | 5,253 | 0 | 0.0% | — | 不变 |
| — | TRUST FOR PROFESSIONAL MANAG | $139.21万 | 0.20% | 51,332 | -2,673 | -4.9% | -$7.25万 | 减仓 |
| IWF | ISHARES TR | $126.41万 | 0.18% | 10,180 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $117.72万 | 0.17% | 8,610 | 100 | 1.2% | $1.37万 | 加仓 |
| KO | COCA COLA CO | $116.56万 | 0.16% | 14,250 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $116.30万 | 0.16% | 100,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $113.22万 | 0.16% | 4,750 | -122 | -2.5% | -$2.91万 | 减仓 |
| QQQ | INVESCO QQQ TR | $102.55万 | 0.14% | 1,391 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $95.07万 | 0.13% | 3,722 | 115 | 3.2% | $2.94万 | 加仓 |
| INTC | INTEL CORP | $95.06万 | 0.13% | 6,808 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $90.99万 | 0.13% | 1,215 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $90.69万 | 0.13% | 6,698 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $88.59万 | 0.12% | 6,041 | -21 | -0.3% | -$3,080 | 减仓 |
| ABT | ABBOTT LABORATORIES | $88.48万 | 0.12% | 9,751 | -99 | -1.0% | -$8,984 | 减仓 |
| LRCX | LAM RESEARCH CORP | $87.59万 | 0.12% | 2,020 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $86.52万 | 0.12% | 3,180 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $86.34万 | 0.12% | 748 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $85.43万 | 0.12% | 5,126 | -10 | -0.2% | -$1,667 | 减仓 |
| LOW | LOWES COS INC | $83.50万 | 0.12% | 3,787 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $82.20万 | 0.12% | 3,772 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $73.64万 | 0.10% | 1,999 | -68 | -3.3% | -$2.50万 | 减仓 |
| VGT | VANGUARD WORLD FD | $73.43万 | 0.10% | 6,144 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $72.59万 | 0.10% | 25,067 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $66.97万 | 0.09% | 3,672 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.50万 | 0.09% | 2,726 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $61.75万 | 0.09% | 2,547 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $61.52万 | 0.09% | 1,629 | 65 | 4.2% | $2.45万 | 加仓 |
| — | PATHFINDER BANCORP INC MD | $61.03万 | 0.09% | 38,429 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $60.62万 | 0.09% | 1,076 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $60.57万 | 0.09% | 6,641 | -55 | -0.8% | -$5,016 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $60.56万 | 0.09% | 1,457 | 0 | 0.0% | — | 不变 |