GARRISON POINT ADVISORS, LLC
Walnut Creek CA · SEC CIK 0001767107
$2.47亿2026Q2 申报市值
176持仓数
32.6%前十大占比 · 第一大 5.8%
10 / 3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
CGCB 加仓+$395.43万
IVV 加仓+$86.87万
DFIS 新建仓+$82.80万
HONA 新建仓+$81.05万
IEFA 加仓+$70.07万
2026Q2 卖出最多 按季末市值估算
GLW 减仓-$107.20万
HON 减仓-$85.79万
AAPL 减仓-$63.69万
GOOG 减仓-$33.74万
NVDA 减仓-$30.47万
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 |
|---|---|---|---|---|---|---|---|---|
| PSX | PHILLIPS 66 | $81.62万 | 0.33% | 4,828 | -152 | -3.1% | -$2.57万 | 减仓 |
| QQQ | INVESCO QQQ TR | $82.11万 | 0.33% | 1,115 | 3 | 0.3% | $2,209 | 加仓 |
| HON | HONEYWELL INTL INC | $82.25万 | 0.33% | 3,674 | -3,832 | -51.1% | -$85.79万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $82.37万 | 0.33% | 5,036 | -725 | -12.6% | -$11.86万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $82.80万 | 0.34% | 23,637 | 23,637 | — | $82.80万 | 新建仓 |
| GDX | VANECK ETF TRUST | $83.11万 | 0.34% | 11,015 | -75 | -0.7% | -$5,659 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $87.57万 | 0.36% | 15,198 | -185 | -1.2% | -$1.07万 | 减仓 |
| SDY | SPDR SERIES TRUST | $88.46万 | 0.36% | 5,813 | 254 | 4.6% | $3.87万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.90万 | 0.37% | 2,187 | -274 | -11.1% | -$11.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $95.17万 | 0.39% | 9,200 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $96.43万 | 0.39% | 8,514 | -74 | -0.9% | -$8,382 | 减仓 |
| GUNR | FLEXSHARES TR | $97.44万 | 0.40% | 19,772 | 15 | 0.1% | $739 | 加仓 |
| IWO | ISHARES TR | $97.58万 | 0.40% | 2,477 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $100.22万 | 0.41% | 17,588 | -400 | -2.2% | -$2.28万 | 减仓 |
| HYG | ISHARES TR | $100.28万 | 0.41% | 12,539 | 3,861 | 44.5% | $30.88万 | 加仓 |
| XYZ | BLOCK INC | $103.50万 | 0.42% | 13,618 | -530 | -3.7% | -$4.03万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $108.65万 | 0.44% | 4,017 | -114 | -2.8% | -$3.08万 | 减仓 |
| XHB | SPDR SERIES TRUST | $109.44万 | 0.44% | 9,470 | -485 | -4.9% | -$5.60万 | 减仓 |
| PEP | PEPSICO INC | $110.87万 | 0.45% | 8,188 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $113.58万 | 0.46% | 7,758 | -100 | -1.3% | -$1.46万 | 减仓 |
| IYG | ISHARES TR | $113.77万 | 0.46% | 12,575 | -145 | -1.1% | -$1.31万 | 减仓 |
| AGG | ISHARES TR | $117.47万 | 0.48% | 11,868 | -594 | -4.8% | -$5.88万 | 减仓 |
| MCK | MCKESSON CORP | $118.63万 | 0.48% | 1,570 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $125.58万 | 0.51% | 6,619 | -337 | -4.8% | -$6.39万 | 减仓 |
| QCOM | QUALCOMM INC | $125.84万 | 0.51% | 6,810 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $131.13万 | 0.53% | 17,005 | -220 | -1.3% | -$1.70万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $133.25万 | 0.54% | 18,152 | 166 | 0.9% | $1.22万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $135.07万 | 0.55% | 18,415 | -140 | -0.8% | -$1.03万 | 减仓 |
| IYC | ISHARES TR | $141.24万 | 0.57% | 13,970 | -373 | -2.6% | -$3.77万 | 减仓 |
| DLN | WISDOMTREE TR | $141.59万 | 0.57% | 14,700 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $141.60万 | 0.57% | 17,134 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $146.79万 | 0.60% | 36,505 | 9,723 | 36.3% | $39.10万 | 加仓 |
| IHI | ISHARES TR | $148.68万 | 0.60% | 30,091 | -2,297 | -7.1% | -$11.35万 | 减仓 |
| IEFA | ISHARES TR | $151.13万 | 0.61% | 15,648 | 7,255 | 86.4% | $70.07万 | 加仓 |
| MRK | MERCK & CO INC | $155.69万 | 0.63% | 12,116 | -1,100 | -8.3% | -$14.14万 | 减仓 |
| VGT | VANGUARD WORLD FD | $157.19万 | 0.64% | 13,152 | -264 | -2.0% | -$3.16万 | 减仓 |
| WM | WASTE MGMT INC DEL | $158.33万 | 0.64% | 7,104 | -476 | -6.3% | -$10.61万 | 减仓 |
| NVO | NOVO-NORDISK A S | $159.49万 | 0.65% | 33,268 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $163.71万 | 0.66% | 9,876 | -196 | -1.9% | -$3.25万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $165.97万 | 0.67% | 12,614 | -550 | -4.2% | -$7.24万 | 减仓 |
| DHR | DANAHER CORP DEL | $170.19万 | 0.69% | 8,935 | -949 | -9.6% | -$18.08万 | 减仓 |
| KO | COCA COLA CO | $173.59万 | 0.70% | 21,360 | -478 | -2.2% | -$3.88万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $176.18万 | 0.71% | 6,265 | -25 | -0.4% | -$7,030 | 减仓 |
| CSCO | CISCO SYS INC | $183.43万 | 0.74% | 15,616 | -450 | -2.8% | -$5.29万 | 减仓 |
| UNP | UNION PAC CORP | $184.82万 | 0.75% | 6,795 | -74 | -1.1% | -$2.01万 | 减仓 |
| CMI | CUMMINS INC | $189.00万 | 0.77% | 2,650 | -65 | -2.4% | -$4.64万 | 减仓 |
| IBB | ISHARES TR | $189.12万 | 0.77% | 9,944 | -159 | -1.6% | -$3.02万 | 减仓 |
| AMGN | AMGEN INC | $197.72万 | 0.80% | 5,460 | -220 | -3.9% | -$7.97万 | 减仓 |
| IEMG | ISHARES INC | $198.87万 | 0.81% | 24,006 | 1,511 | 6.7% | $12.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $209.91万 | 0.85% | 4,087 | -207 | -4.8% | -$10.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $212.52万 | 0.86% | 4,247 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $219.82万 | 0.89% | 43,247 | -625 | -1.4% | -$3.18万 | 减仓 |
| GLW | CORNING INC | $224.37万 | 0.91% | 8,784 | -4,197 | -32.3% | -$107.20万 | 减仓 |
| VO | VANGUARD INDEX FDS | $229.89万 | 0.93% | 28,533 | 1,561 | 5.8% | $12.58万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $240.88万 | 0.98% | 27,444 | -573 | -2.0% | -$5.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $241.27万 | 0.98% | 7,371 | -30 | -0.4% | -$9,820 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $254.95万 | 1.03% | 5,909 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $272.99万 | 1.11% | 19,551 | -1,559 | -7.4% | -$21.77万 | 减仓 |
| JSTC | TIDAL TRUST I | $277.29万 | 1.12% | 121,195 | -397 | -0.3% | -$9,083 | 减仓 |
| HD | HOME DEPOT INC | $297.63万 | 1.21% | 8,439 | -144 | -1.7% | -$5.08万 | 减仓 |
| IXUS | ISHARES TR | $313.31万 | 1.27% | 32,828 | 1,651 | 5.3% | $15.76万 | 加仓 |
| V | VISA INC | $329.98万 | 1.34% | 9,618 | -205 | -2.1% | -$7.03万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $343.32万 | 1.39% | 3,670 | -41 | -1.1% | -$3.84万 | 减仓 |
| GOOG | ALPHABET INC | $349.27万 | 1.42% | 9,885 | -955 | -8.8% | -$33.74万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $404.24万 | 1.64% | 27,567 | -550 | -2.0% | -$8.07万 | 减仓 |
| AMZN | AMAZON COM INC | $420.50万 | 1.71% | 17,643 | -488 | -2.7% | -$11.63万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $421.92万 | 1.71% | 16,613 | -363 | -2.1% | -$9.22万 | 减仓 |
| CAT | CATERPILLAR INC | $426.60万 | 1.73% | 4,006 | -85 | -2.1% | -$9.05万 | 减仓 |
| META | META PLATFORMS INC | $443.82万 | 1.80% | 7,879 | -230 | -2.8% | -$12.96万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $448.14万 | 1.82% | 161,782 | 10,060 | 6.6% | $27.87万 | 加仓 |
| ORCL | ORACLE CORP | $517.72万 | 2.10% | 35,327 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $526.98万 | 2.14% | 35,532 | 315 | 0.9% | $4.67万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $533.56万 | 2.16% | 203,803 | 151,042 | 286.3% | $395.43万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $619.13万 | 2.51% | 8,291 | 2 | 0.0% | $1,494 | 加仓 |
| GOOGL | ALPHABET INC | $629.60万 | 2.55% | 17,618 | -746 | -4.1% | -$26.66万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $880.75万 | 3.57% | 44,018 | -1,523 | -3.3% | -$30.47万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,119.16万 | 4.54% | 30,003 | -519 | -1.7% | -$19.36万 | 减仓 |
| IVV | ISHARES TR | $1,346.86万 | 5.46% | 17,985 | 1,160 | 6.9% | $86.87万 | 加仓 |
| AAPL | APPLE INC | $1,420.61万 | 5.76% | 49,095 | -2,201 | -4.3% | -$63.69万 | 减仓 |