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 |
|---|---|---|---|---|---|---|---|---|
| IYT | ISHARES TR | $59.82万 | 0.24% | 6,896 | -184 | -2.6% | -$1.60万 | 减仓 |
| IYW | ISHARES TR | $57.76万 | 0.23% | 2,290 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $57.35万 | 0.23% | 6,215 | -425 | -6.4% | -$3.92万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $56.38万 | 0.23% | 6,363 | 595 | 10.3% | $5.27万 | 加仓 |
| FTV | FORTIVE CORP | $56.20万 | 0.23% | 9,200 | -100 | -1.1% | -$6,109 | 减仓 |
| — | EXXON MOBIL CORP | $54.02万 | 0.22% | 3,951 | 4 | 0.1% | $547 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $52.65万 | 0.21% | 13,572 | 5,945 | 77.9% | $23.06万 | 加仓 |
| IWC | ISHARES TR | $50.01万 | 0.20% | 2,500 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $50.01万 | 0.20% | 11,810 | -94 | -0.8% | -$3,980 | 减仓 |
| C | CITIGROUP INC | $49.55万 | 0.20% | 3,540 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $49.02万 | 0.20% | 8,860 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $49.01万 | 0.20% | 1,400 | -10 | -0.7% | -$3,501 | 减仓 |
| IAU | ISHARES GOLD TR | $47.61万 | 0.19% | 6,305 | 0 | 0.0% | — | 不变 |
| INFL | LISTED FDS TR | $46.78万 | 0.19% | 9,379 | -80 | -0.8% | -$3,990 | 减仓 |
| GE | GE AEROSPACE | $46.01万 | 0.19% | 1,231 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $45.34万 | 0.18% | 3,886 | 301 | 8.4% | $3.51万 | 加仓 |
| IGSB | ISHARES TR | $45.02万 | 0.18% | 8,590 | -10 | -0.1% | -$524 | 减仓 |
| XYL | XYLEM INC | $44.57万 | 0.18% | 3,770 | -1,180 | -23.8% | -$13.95万 | 减仓 |
| VLTO | VERALTO CORP | $44.15万 | 0.18% | 4,979 | -431 | -8.0% | -$3.82万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $43.66万 | 0.18% | 9,364 | 9,364 | — | $43.66万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $41.71万 | 0.17% | 3,140 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $41.38万 | 0.17% | 345 | -5 | -1.4% | -$5,997 | 减仓 |
| ICLN | ISHARES TR | $41.34万 | 0.17% | 20,175 | -50 | -0.2% | -$1,025 | 减仓 |
| SBUX | STARBUCKS CORP | $41.28万 | 0.17% | 4,040 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $38.35万 | 0.16% | 8,645 | -2,102 | -19.6% | -$9.32万 | 减仓 |
| AVGO | BROADCOM INC | $38.34万 | 0.16% | 1,015 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $38.23万 | 0.16% | 5,705 | -301 | -5.0% | -$2.02万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $37.83万 | 0.15% | 1,429 | -50 | -3.4% | -$1.32万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $37.37万 | 0.15% | 7,887 | -60 | -0.8% | -$2,843 | 减仓 |
| IYK | ISHARES TR | $35.44万 | 0.14% | 4,878 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.82万 | 0.14% | 3,253 | 3 | 0.1% | $312 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $32.81万 | 0.13% | 970 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.55万 | 0.13% | 2,770 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $32.48万 | 0.13% | 6,283 | 6,283 | — | $32.48万 | 新建仓 |
| ITOT | ISHARES TR | $32.42万 | 0.13% | 1,973 | -134 | -6.4% | -$2.20万 | 减仓 |
| SCZ | ISHARES TR | $32.31万 | 0.13% | 3,927 | 25 | 0.6% | $2,057 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $32.20万 | 0.13% | 4,075 | 4 | 0.1% | $316 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $31.40万 | 0.13% | 4,385 | -490 | -10.1% | -$3.51万 | 减仓 |
| LOW | LOWES COS INC | $31.09万 | 0.13% | 1,410 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $30.16万 | 0.12% | 5,215 | -200 | -3.7% | -$1.16万 | 减仓 |
| MO | ALTRIA GROUP INC | $29.34万 | 0.12% | 4,078 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $29.34万 | 0.12% | 1,584 | -20 | -1.2% | -$3,705 | 减仓 |
| FDX | FEDEX CORP | $29.12万 | 0.12% | 930 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $28.93万 | 0.12% | 3,006 | -919 | -23.4% | -$8.85万 | 减仓 |
| IYR | ISHARES TR | $28.84万 | 0.12% | 2,821 | -5 | -0.2% | -$511 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $28.30万 | 0.11% | 974 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $27.85万 | 0.11% | 3,900 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $27.68万 | 0.11% | 5,471 | -579 | -9.6% | -$2.93万 | 减仓 |
| DOV | DOVER CORP | $27.61万 | 0.11% | 1,231 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $27.28万 | 0.11% | 1,260 | 180 | 16.7% | $3.90万 | 加仓 |
| — | VANECK ETF TRUST | $27.19万 | 0.11% | 3,030 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $27.15万 | 0.11% | 5,112 | -420 | -7.6% | -$2.23万 | 减仓 |
| STT | STATE STR CORP | $27.14万 | 0.11% | 1,600 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $26.46万 | 0.11% | 3,667 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $25.76万 | 0.10% | 2,810 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $25.19万 | 0.10% | 1,994 | 2 | 0.1% | $253 | 加仓 |
| AON | AON PLC | $24.98万 | 0.10% | 753 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $24.56万 | 0.10% | 1,500 | 1,500 | — | $24.56万 | 新建仓 |
| GEV | GE VERNOVA INC | $24.44万 | 0.10% | 208 | 208 | — | $24.44万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $24.04万 | 0.10% | 9,501 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $24.03万 | 0.10% | 2,500 | 2,500 | — | $24.03万 | 新建仓 |
| MTB | M & T BK CORP | $23.80万 | 0.10% | 1,000 | 0 | 0.0% | — | 不变 |
| VCR | VANGUARD WORLD FD | $23.44万 | 0.10% | 591 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $23.30万 | 0.09% | 11,254 | 4 | 0.0% | $83 | 加仓 |
| RACE | FERRARI N V | $22.71万 | 0.09% | 610 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $22.65万 | 0.09% | 500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.61万 | 0.09% | 451 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $21.84万 | 0.09% | 3,450 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.70万 | 0.09% | 1,038 | 1,038 | — | $21.70万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $21.61万 | 0.09% | 414 | -7 | -1.7% | -$3,654 | 重新持有 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.25万 | 0.09% | 12,250 | 1,550 | 14.5% | $2.69万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $20.28万 | 0.08% | 7,880 | 7,880 | — | $20.28万 | 新建仓 |
| Z | ZILLOW GROUP INC | $20.17万 | 0.08% | 6,400 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $20.04万 | 0.08% | 2,100 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $20.01万 | 0.08% | 2,000 | 2,000 | — | $20.01万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $9.33万 | 0.04% | 10,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,547 | -100.0% | -$29.30万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -366 | -100.0% | -$24.97万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -471 | -100.0% | -$20.27万 | 清仓 |