GARRISON POINT ADVISORS, LLC
Walnut Creek CA · SEC CIK 0001767107
$2.19亿2026Q1 申报市值
168持仓数
33.0%前十大占比 · 第一大 5.9%
6 / 3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
CGCB 新建仓+$138.55万
IEFA 加仓+$52.90万
SOLS 新建仓+$43.93万
VCSH 新建仓+$32.27万
IVV 加仓+$29.40万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$46.16万
NVDA 减仓-$38.46万
VOO 清仓-$26.97万
ABT 清仓-$24.48万
BX 清仓-$24.31万
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 |
|---|---|---|---|---|---|---|---|---|
| DGX | QUEST DIAGNOSTICS INC | $55.97万 | 0.26% | 2,856 | 0 | 0.0% | — | 不变 |
| IAU | ISHARES GOLD TR | $55.58万 | 0.25% | 6,305 | -1,000 | -13.7% | -$8.82万 | 减仓 |
| EEMV | ISHARES INC | $53.60万 | 0.24% | 8,280 | 1,005 | 13.8% | $6.51万 | 加仓 |
| IYT | ISHARES TR | $52.82万 | 0.24% | 7,080 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $52.44万 | 0.24% | 3,585 | -360 | -9.1% | -$5.27万 | 减仓 |
| FTV | FORTIVE CORP | $51.41万 | 0.23% | 9,300 | -250 | -2.6% | -$1.38万 | 减仓 |
| INFL | LISTED FDS TR | $49.24万 | 0.22% | 9,459 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $47.84万 | 0.22% | 5,410 | -10 | -0.2% | -$884 | 减仓 |
| IGSB | ISHARES TR | $45.20万 | 0.21% | 8,600 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $43.93万 | 0.20% | 5,768 | 5,768 | — | $43.93万 | 新建仓 |
| COP | CONOCOPHILLIPS | $42.90万 | 0.20% | 3,250 | 3 | 0.1% | $396 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.76万 | 0.19% | 10,747 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $41.55万 | 0.19% | 2,290 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $40.15万 | 0.18% | 3,540 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $39.90万 | 0.18% | 2,500 | -90 | -3.5% | -$1.44万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $39.81万 | 0.18% | 1,410 | -150 | -9.6% | -$4.24万 | 减仓 |
| DIS | DISNEY WALT CO | $37.83万 | 0.17% | 3,925 | -1,279 | -24.6% | -$12.33万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $37.58万 | 0.17% | 4,875 | -245 | -4.8% | -$1.89万 | 减仓 |
| NFLX | NETFLIX INC. | $37.50万 | 0.17% | 3,900 | 1,750 | 81.4% | $16.83万 | 加仓 |
| IHF | ISHARES TR | $37.08万 | 0.17% | 8,860 | -100 | -1.1% | -$4,185 | 减仓 |
| IYH | ISHARES TR | $37.02万 | 0.17% | 6,006 | 1 | 0.0% | $62 | 加仓 |
| ICLN | ISHARES TR | $36.99万 | 0.17% | 20,225 | 300 | 1.5% | $5,487 | 加仓 |
| SBUX | STARBUCKS CORP | $36.19万 | 0.17% | 4,040 | -100 | -2.4% | -$8,959 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $35.79万 | 0.16% | 3,140 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $34.98万 | 0.16% | 7,947 | 5 | 0.1% | $220 | 加仓 |
| GE | GE AEROSPACE | $34.93万 | 0.16% | 1,231 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $34.61万 | 0.16% | 1,479 | -100 | -6.3% | -$2.34万 | 减仓 |
| IYK | ISHARES TR | $34.16万 | 0.16% | 4,878 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $33.89万 | 0.15% | 5,532 | 300 | 5.7% | $1.84万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $33.62万 | 0.15% | 974 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $33.32万 | 0.15% | 1,410 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $33.12万 | 0.15% | 930 | -30 | -3.1% | -$1.07万 | 减仓 |
| T | AT&T INC | $32.61万 | 0.15% | 11,250 | 4 | 0.0% | $116 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.27万 | 0.15% | 4,071 | 4,071 | — | $32.27万 | 新建仓 |
| LLY | ELI LILLY & CO | $32.19万 | 0.15% | 350 | -70 | -16.7% | -$6.44万 | 减仓 |
| AVGO | BROADCOM INC | $31.42万 | 0.14% | 1,015 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $31.21万 | 0.14% | 5,415 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $30.60万 | 0.14% | 3,902 | 250 | 6.8% | $1.96万 | 加仓 |
| IAGG | ISHARES TR | $30.27万 | 0.14% | 6,050 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $30.02万 | 0.14% | 2,107 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $29.34万 | 0.13% | 970 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $29.30万 | 0.13% | 5,547 | 2 | 0.0% | $106 | 加仓 |
| IJK | ISHARES TR | $27.87万 | 0.13% | 2,770 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $27.76万 | 0.13% | 1,992 | 2 | 0.1% | $279 | 加仓 |
| — | VANECK ETF TRUST | $27.42万 | 0.13% | 3,030 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $26.91万 | 0.12% | 4,078 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $26.73万 | 0.12% | 7,627 | 7,627 | — | $26.73万 | 新建仓 |
| IYR | ISHARES TR | $26.72万 | 0.12% | 2,826 | 5 | 0.2% | $473 | 加仓 |
| Z | ZILLOW GROUP INC | $26.48万 | 0.12% | 6,400 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.38万 | 0.12% | 3,667 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $25.94万 | 0.12% | 1,604 | -5 | -0.3% | -$809 | 减仓 |
| DOV | DOVER CORP | $25.66万 | 0.12% | 1,231 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $24.97万 | 0.11% | 366 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $24.31万 | 0.11% | 753 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $23.95万 | 0.11% | 2,810 | -1,156 | -29.1% | -$9.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.17万 | 0.10% | 451 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $21.81万 | 0.10% | 500 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $21.76万 | 0.10% | 2,100 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $21.50万 | 0.10% | 1,080 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $21.22万 | 0.10% | 591 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $21.15万 | 0.10% | 9,501 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $20.67万 | 0.09% | 1,000 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $20.66万 | 0.09% | 3,450 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $20.65万 | 0.09% | 610 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $20.27万 | 0.09% | 471 | 471 | — | $20.27万 | 新建仓 |
| STT | STATE STR CORP | $20.25万 | 0.09% | 1,600 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $16.10万 | 0.07% | 10,700 | 10,700 | — | $16.10万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $9.38万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -430 | -100.0% | -$26.97万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,954 | -100.0% | -$24.48万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,577 | -100.0% | -$24.31万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |