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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $4,524.28万 | 6.97% | 63 | -1 | -1.6% | -$71.81万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $4,303.52万 | 6.63% | 895,635 | 24,243 | 2.8% | $116.49万 | 加仓 |
| AAPL | APPLE INC | $2,553.89万 | 3.93% | 100,630 | -484 | -0.5% | -$12.28万 | 减仓 |
| GOOG | ALPHABET INC | $2,469.20万 | 3.80% | 86,077 | -561 | -0.6% | -$16.09万 | 减仓 |
| EME | EMCOR GROUP INC | $2,244.37万 | 3.46% | 30,399 | -8,468 | -21.8% | -$625.20万 | 减仓 |
| RTX | RTX CORPORATION | $2,235.42万 | 3.44% | 115,885 | -452 | -0.4% | -$8.72万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,054.12万 | 3.16% | 55,491 | -121 | -0.2% | -$4.48万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,878.16万 | 2.89% | 62,092 | -657 | -1.0% | -$19.87万 | 减仓 |
| IAU | ISHARES GOLD TR | $1,809.91万 | 2.79% | 205,299 | 1,701 | 0.8% | $15.00万 | 加仓 |
| TJX | TJX COS INC NEW | $1,688.23万 | 2.60% | 105,713 | -724 | -0.7% | -$11.56万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,547.81万 | 2.38% | 140,111 | 1,625 | 1.2% | $17.95万 | 加仓 |
| DE | DEERE & CO | $1,373.17万 | 2.11% | 24,307 | -305 | -1.2% | -$17.23万 | 减仓 |
| AMGN | AMGEN INC | $1,177.47万 | 1.81% | 33,465 | -217 | -0.6% | -$7.64万 | 减仓 |
| ETN | EATON CORP PLC | $1,051.08万 | 1.62% | 29,387 | -296 | -1.0% | -$10.59万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,030.23万 | 1.59% | 42,147 | 2,657 | 6.7% | $64.95万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $995.00万 | 1.53% | 106,622 | -1,099 | -1.0% | -$10.26万 | 减仓 |
| LFUS | LITTELFUSE INC | $983.28万 | 1.51% | 28,975 | -183 | -0.6% | -$6.21万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $966.80万 | 1.49% | 119,980 | 119,980 | — | $966.80万 | 新建仓 |
| CMI | CUMMINS INC | $957.72万 | 1.48% | 17,801 | -201 | -1.1% | -$10.81万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $947.08万 | 1.46% | 101,969 | -273 | -0.3% | -$2.54万 | 减仓 |
| HUBB | HUBBELL INC | $946.38万 | 1.46% | 19,285 | -215 | -1.1% | -$10.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $852.55万 | 1.31% | 28,983 | -274 | -0.9% | -$8.06万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $817.36万 | 1.26% | 39,895 | -217 | -0.5% | -$4.45万 | 减仓 |
| CSCO | CISCO SYS INC | $814.87万 | 1.26% | 105,022 | -335 | -0.3% | -$2.60万 | 减仓 |
| WMT | WALMART INC | $806.66万 | 1.24% | 64,778 | -1,441 | -2.2% | -$17.94万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $792.81万 | 1.22% | 93,020 | -654 | -0.7% | -$5.57万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $786.09万 | 1.21% | 47,895 | 115 | 0.2% | $1.89万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $742.74万 | 1.14% | 34,294 | 34,294 | — | $742.74万 | 新建仓 |
| V | VISA INC | $737.20万 | 1.14% | 24,391 | -165 | -0.7% | -$4.99万 | 减仓 |
| DHR | DANAHER CORP DEL | $732.66万 | 1.13% | 38,561 | -66 | -0.2% | -$1.25万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $695.33万 | 1.07% | 38,136 | -210 | -0.5% | -$3.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $676.03万 | 1.04% | 38,761 | -1,714 | -4.2% | -$29.89万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $650.74万 | 1.00% | 26,847 | -143 | -0.5% | -$3.47万 | 减仓 |
| CRM | SALESFORCE INC | $624.81万 | 0.96% | 33,471 | 63 | 0.2% | $1.18万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $621.29万 | 0.96% | 123,764 | -386 | -0.3% | -$1.94万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $601.81万 | 0.93% | 113,635 | -370 | -0.3% | -$1.96万 | 减仓 |
| EXP | EAGLE MATLS INC | $581.38万 | 0.90% | 30,647 | 2,851 | 10.3% | $54.08万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $569.23万 | 0.88% | 16,086 | 53 | 0.3% | $1.88万 | 加仓 |
| MGRC | MCGRATH RENTCORP | $560.85万 | 0.86% | 50,857 | -342 | -0.7% | -$3.77万 | 减仓 |
| WM | WASTE MGMT INC DEL | $556.33万 | 0.86% | 24,210 | 7 | 0.0% | $1,609 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $531.93万 | 0.82% | 132,090 | -698 | -0.5% | -$2.81万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $526.11万 | 0.81% | 26,532 | 2,350 | 9.7% | $46.60万 | 加仓 |
| UL | UNILEVER PLC | $522.08万 | 0.80% | 90,755 | -632 | -0.7% | -$3.64万 | 减仓 |
| RELX | RELX PLC | $519.02万 | 0.80% | 156,567 | -198 | -0.1% | -$6,564 | 减仓 |
| PFE | PFIZER INC | $473.63万 | 0.73% | 168,670 | 10,487 | 6.6% | $29.45万 | 加仓 |
| WSO | WATSCO INC | $471.14万 | 0.73% | 12,951 | -45 | -0.3% | -$1.64万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $467.80万 | 0.72% | 29,753 | 1,564 | 5.5% | $24.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $463.58万 | 0.71% | 7,109 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $454.87万 | 0.70% | 4,945 | -87 | -1.7% | -$8.00万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $447.99万 | 0.69% | 113,359 | 313 | 0.3% | $1.24万 | 加仓 |
| ADBE | ADOBE INC | $444.54万 | 0.68% | 18,288 | -3 | -0.0% | -$729 | 减仓 |
| HSY | HERSHEY CO | $431.02万 | 0.66% | 20,733 | -7 | -0.0% | -$1,455 | 减仓 |
| MDT | MEDTRONIC PLC | $418.90万 | 0.65% | 47,951 | -22 | -0.0% | -$1,922 | 减仓 |
| EOG | EOG RES INC | $411.19万 | 0.63% | 28,442 | -148 | -0.5% | -$2.14万 | 减仓 |
| TXN | TEXAS INSTRS INC | $407.96万 | 0.63% | 21,014 | -32 | -0.2% | -$6,212 | 减仓 |
| RIO | RIO TINTO PLC | $394.53万 | 0.61% | 41,167 | -99 | -0.2% | -$9,488 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $376.92万 | 0.58% | 23,060 | -88 | -0.4% | -$1.44万 | 减仓 |
| GPC | GENUINE PARTS CO | $356.39万 | 0.55% | 33,365 | -305 | -0.9% | -$3.26万 | 减仓 |
| NKE | NIKE INC | $316.52万 | 0.49% | 59,464 | 8,448 | 16.6% | $44.97万 | 加仓 |
| PAYX | PAYCHEX INC | $286.62万 | 0.44% | 31,113 | 4 | 0.0% | $368 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $284.84万 | 0.44% | 5,944 | 490 | 9.0% | $23.48万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $164.62万 | 0.25% | 2,755 | -40 | -1.4% | -$2.39万 | 减仓 |
| SPGI | S&P GLOBAL INC | $161.97万 | 0.25% | 3,808 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $144.38万 | 0.22% | 8,510 | -12 | -0.1% | -$2,036 | 减仓 |
| MRK | MERCK & CO INC | $141.58万 | 0.22% | 11,687 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $141.36万 | 0.22% | 4,916 | -22 | -0.4% | -$6,326 | 减仓 |
| VITL | VITAL FARMS INC | $141.20万 | 0.22% | 100,000 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $139.19万 | 0.21% | 1,276 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $133.87万 | 0.21% | 6,155 | -63 | -1.0% | -$1.37万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $131.31万 | 0.20% | 54,005 | 1,487 | 2.8% | $3.62万 | 加仓 |
| UNP | UNION PAC CORP | $127.45万 | 0.20% | 5,253 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $115.30万 | 0.18% | 5,668 | -235 | -4.0% | -$4.78万 | 减仓 |
| KO | COCA COLA CO | $109.13万 | 0.17% | 14,250 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $108.52万 | 0.17% | 2,545 | 30 | 1.2% | $1.28万 | 加仓 |
| PEP | PEPSICO INC | $104.02万 | 0.16% | 6,698 | -102 | -1.5% | -$1.58万 | 减仓 |
| AMZN | AMAZON COM INC | $101.46万 | 0.16% | 4,872 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $101.13万 | 0.16% | 9,850 | -121 | -1.2% | -$1.24万 | 减仓 |
| LOW | LOWES COS INC | $89.48万 | 0.14% | 3,787 | -66 | -1.7% | -$1.56万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $89.09万 | 0.14% | 5,136 | -22 | -0.4% | -$3,816 | 减仓 |
| GLD | SPDR GOLD TR | $88.94万 | 0.14% | 2,067 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $87.57万 | 0.13% | 6,062 | -68 | -1.1% | -$9,823 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $86.23万 | 0.13% | 2,197 | -239 | -9.8% | -$9.38万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $83.28万 | 0.13% | 3,180 | -39 | -1.2% | -$1.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $80.29万 | 0.12% | 1,391 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $79.36万 | 0.12% | 1,215 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $74.01万 | 0.11% | 3,772 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $68.48万 | 0.11% | 1,133 | -21 | -1.8% | -$1.27万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $62.92万 | 0.10% | 25,067 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $61.57万 | 0.09% | 1,076 | -106 | -9.0% | -$6.07万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $61.25万 | 0.09% | 3,672 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.63万 | 0.09% | 2,726 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $54.42万 | 0.08% | 2,547 | 20 | 0.8% | $4,273 | 加仓 |
| VGT | VANGUARD WORLD FD | $53.58万 | 0.08% | 768 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $53.49万 | 0.08% | 1,721 | -29 | -1.7% | -$9,013 | 减仓 |
| ASML | ASML HLDG NV | $52.67万 | 0.08% | 399 | -4 | -1.0% | -$5,280 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.20万 | 0.08% | 1,437 | 76 | 5.6% | $2.60万 | 加仓 |
| GLW | CORNING INC | $49.05万 | 0.08% | 3,607 | 0 | 0.0% | — | 不变 |
| — | PATHFINDER BANCORP INC MD | $49.04万 | 0.08% | 38,429 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $48.40万 | 0.07% | 1,564 | -365 | -18.9% | -$11.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $45.59万 | 0.07% | 457 | 0 | 0.0% | — | 不变 |