Hamilton Point Investment Advisors, LLC
CHAPEL HILL NC · SEC CIK 0001599746
$6.49亿2026Q1 申报市值
186持仓数
39.7%前十大占比 · 第一大 7.0%
8 / 10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
AVEM 新建仓+$966.80万
AJG 新建仓+$742.74万
BNDX 加仓+$116.49万
JNJ 加仓+$64.95万
EXP 加仓+$54.08万
2026Q1 卖出最多 按季末市值估算
EME 减仓-$625.20万
NICE 清仓-$548.12万
BRK/A 减仓-$71.81万
NVDA 减仓-$29.89万
AKRE 清仓-$24.45万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $43.26万 | 0.07% | 6,696 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $43.21万 | 0.07% | 2,020 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $41.84万 | 0.06% | 1,851 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $39.78万 | 0.06% | 1,159 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $39.43万 | 0.06% | 1,457 | -157 | -9.7% | -$4.25万 | 减仓 |
| HD | HOME DEPOT INC | $36.57万 | 0.06% | 1,112 | -14 | -1.2% | -$4,604 | 减仓 |
| EMR | EMERSON ELEC CO | $35.92万 | 0.06% | 2,742 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $34.14万 | 0.05% | 2,351 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $33.64万 | 0.05% | 1,261 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $33.61万 | 0.05% | 388 | -6 | -1.5% | -$5,197 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $33.15万 | 0.05% | 2,532 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $31.64万 | 0.05% | 2,397 | -139 | -5.5% | -$1.83万 | 减仓 |
| INTC | INTEL CORP | $30.04万 | 0.05% | 6,808 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $29.15万 | 0.04% | 5,980 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $28.72万 | 0.04% | 269 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $27.92万 | 0.04% | 1,349 | -1 | -0.1% | -$207 | 减仓 |
| RYN | RAYONIER INC | $27.89万 | 0.04% | 13,526 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $27.79万 | 0.04% | 2,879 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $26.96万 | 0.04% | 1,478 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $26.58万 | 0.04% | 807 | -10 | -1.2% | -$3,294 | 减仓 |
| MA | MASTERCARD INCORPORATED | $26.18万 | 0.04% | 524 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $25.81万 | 0.04% | 3,347 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $25.28万 | 0.04% | 748 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $25.26万 | 0.04% | 739 | 739 | — | $25.26万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.93万 | 0.04% | 10,072 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $23.66万 | 0.04% | 431 | 431 | — | $23.66万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.26万 | 0.04% | 2,520 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $22.54万 | 0.03% | 1,073 | -1 | -0.1% | -$210 | 减仓 |
| PCAR | PACCAR INC | $22.52万 | 0.03% | 1,950 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $22.43万 | 0.03% | 3,500 | -180 | -4.9% | -$1.15万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $22.09万 | 0.03% | 1,662 | -70 | -4.0% | -$9,303 | 减仓 |
| XTN | SPDR SERIES TRUST | $21.61万 | 0.03% | 2,324 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.41万 | 0.03% | 632 | 632 | — | $21.41万 | 新建仓 |
| NEM | NEWMONT CORP | $21.30万 | 0.03% | 1,968 | 1,968 | — | $21.30万 | 新建仓 |
| OKE | ONEOK INC NEW | $21.09万 | 0.03% | 2,333 | 2,333 | — | $21.09万 | 新建仓 |
| IEFA | ISHARES TR | $20.99万 | 0.03% | 2,319 | -85 | -3.5% | -$7,694 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.32万 | 0.03% | 1,372 | -276 | -16.7% | -$4.09万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $18.35万 | 0.03% | 420 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $17.10万 | 0.03% | 1,759 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $16.92万 | 0.03% | 1,496 | -202 | -11.9% | -$2.28万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $16.54万 | 0.03% | 1,128 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $15.67万 | 0.02% | 1,968 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $15.59万 | 0.02% | 135 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $15.14万 | 0.02% | 1,039 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $14.65万 | 0.02% | 2,392 | -316 | -11.7% | -$1.94万 | 减仓 |
| GLD | SPDR GOLD TR 看涨期权 | $12.91万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $10.50万 | 0.02% | 3,464 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $10.44万 | 0.02% | 1,075 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $9.02万 | 0.01% | 1,335 | -239 | -15.2% | -$1.61万 | 减仓 |
| IWP | ISHARES TR | $8.48万 | 0.01% | 662 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $8.22万 | 0.01% | 754 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $7.54万 | 0.01% | 304 | -19 | -5.9% | -$4,712 | 减仓 |
| IYW | ISHARES TR | $7.00万 | 0.01% | 386 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $7.00万 | 0.01% | 213 | 0 | 0.0% | — | 不变 |
| — | ANAVEX LIFE SCIENCES CORP | $6.23万 | 0.01% | 20,300 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $6.21万 | 0.01% | 294 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $6.17万 | 0.01% | 1,250 | -143 | -10.3% | -$7,061 | 减仓 |
| XHB | SPDR SERIES TRUST | $5.48万 | 0.01% | 555 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $5.40万 | 0.01% | 610 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $5.39万 | 0.01% | 333 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $5.36万 | 0.01% | 167 | -106 | -38.8% | -$3.40万 | 减仓 |
| IJR | ISHARES TR | $4.60万 | 0.01% | 370 | -97 | -20.8% | -$1.21万 | 减仓 |
| SHV | ISHARES TR | $4.50万 | 0.01% | 408 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $4.50万 | 0.01% | 900 | -254 | -22.0% | -$1.27万 | 减仓 |
| VO | VANGUARD INDEX FDS | $4.14万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $3.63万 | 0.01% | 326 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $3.55万 | 0.01% | 725 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $3.19万 | 0.00% | 835 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $3.09万 | 0.00% | 1,064 | 0 | 0.0% | — | 不变 |
| SCHR | SCHWAB STRATEGIC TR | $2.74万 | 0.00% | 1,100 | 1,100 | — | $2.74万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $2.72万 | 0.00% | 840 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $2.55万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $2.40万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | LONGEVERON INC | $2.33万 | 0.00% | 22,446 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $2.29万 | 0.00% | 894 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $1.79万 | 0.00% | 387 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $1.36万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $1.17万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $1.14万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $1.00万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $9,692 | 0.00% | 348 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $7,362 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $3,954 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $3,143 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $947 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IYR | ISHARES TR | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -48,489 | -100.0% | -$548.12万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -3,732 | -100.0% | -$24.45万 | 清仓 |
| MKL | MARKEL GROUP INC | $0 | 0.00% | 0 | -102 | -100.0% | -$21.93万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VTWO | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,190 | -100.0% | -$21.79万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,118 | -100.0% | -$21.79万 | 清仓 |
| BSVO | EA SERIES TRUST | $0 | 0.00% | 0 | -5,639 | -100.0% | -$13.14万 | 清仓 |
| — | EA SERIES TRUST | $0 | 0.00% | 0 | -3,650 | -100.0% | -$12.77万 | 清仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -1,004 | -100.0% | -$6.02万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -60 | -100.0% | -$7,063 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -26 | -100.0% | -$2,865 | 清仓 |