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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,301.83万 | 5.94% | 51,296 | -1,819 | -3.4% | -$46.16万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,129.83万 | 5.15% | 30,522 | -179 | -0.6% | -$6.63万 | 减仓 |
| IVV | ISHARES TR | $1,099.05万 | 5.01% | 16,825 | 450 | 2.7% | $29.40万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $794.24万 | 3.62% | 45,541 | -2,205 | -4.6% | -$38.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $539.09万 | 2.46% | 8,289 | 12 | 0.1% | $7,804 | 加仓 |
| GOOGL | ALPHABET INC | $528.09万 | 2.41% | 18,364 | -350 | -1.9% | -$10.06万 | 减仓 |
| ORCL | ORACLE CORP | $519.70万 | 2.37% | 35,327 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $463.94万 | 2.12% | 8,109 | -210 | -2.5% | -$12.01万 | 减仓 |
| IJR | ISHARES TR | $437.79万 | 2.00% | 35,217 | 920 | 2.7% | $11.44万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $414.96万 | 1.89% | 16,976 | -220 | -1.3% | -$5.38万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $406.12万 | 1.85% | 28,117 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $377.61万 | 1.72% | 18,131 | -10 | -0.1% | -$2,083 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $375.51万 | 1.71% | 151,722 | 10,520 | 7.5% | $26.04万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $369.78万 | 1.69% | 3,711 | -79 | -2.1% | -$7.87万 | 减仓 |
| GOOG | ALPHABET INC | $310.96万 | 1.42% | 10,840 | -270 | -2.4% | -$7.75万 | 减仓 |
| V | VISA INC | $296.89万 | 1.35% | 9,823 | -47 | -0.5% | -$1.42万 | 减仓 |
| CAT | CATERPILLAR INC | $289.83万 | 1.32% | 4,091 | -327 | -7.4% | -$23.17万 | 减仓 |
| HD | HOME DEPOT INC | $282.29万 | 1.29% | 8,583 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $270.12万 | 1.23% | 31,177 | 1,365 | 4.6% | $11.83万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $260.22万 | 1.19% | 28,017 | -250 | -0.9% | -$2.32万 | 减仓 |
| JSTC | TIDAL TRUST I | $236.98万 | 1.08% | 121,592 | 5,776 | 5.0% | $11.26万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $219.23万 | 1.00% | 43,872 | -20 | -0.0% | -$999 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $217.71万 | 0.99% | 7,401 | -113 | -1.5% | -$3.32万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $214.55万 | 0.98% | 4,294 | -10 | -0.2% | -$4,997 | 减仓 |
| CVX | CHEVRON CORPORATION | $208.40万 | 0.95% | 10,072 | 3 | 0.0% | $621 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $203.52万 | 0.93% | 4,247 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $199.85万 | 0.91% | 5,680 | -50 | -0.9% | -$1.76万 | 减仓 |
| VO | VANGUARD INDEX FDS | $193.65万 | 0.88% | 6,743 | 240 | 3.7% | $6.89万 | 加仓 |
| DHR | DANAHER CORP DEL | $187.40万 | 0.85% | 9,884 | -10 | -0.1% | -$1,896 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $179.15万 | 0.82% | 13,164 | -70 | -0.5% | -$9,526 | 减仓 |
| GLW | CORNING INC | $176.50万 | 0.81% | 12,981 | -1,705 | -11.6% | -$23.18万 | 减仓 |
| WM | WASTE MGMT INC DEL | $174.18万 | 0.79% | 7,580 | -150 | -1.9% | -$3.45万 | 减仓 |
| IHI | ISHARES TR | $172.79万 | 0.79% | 32,388 | -100 | -0.3% | -$5,335 | 减仓 |
| IBB | ISHARES TR | $170.59万 | 0.78% | 10,103 | -100 | -1.0% | -$1.69万 | 减仓 |
| — | HONEYWELL INTL INC | $169.66万 | 0.77% | 7,506 | -5 | -0.1% | -$1,130 | 减仓 |
| UNP | UNION PAC CORP | $166.66万 | 0.76% | 6,869 | -50 | -0.7% | -$1.21万 | 减仓 |
| KO | COCA COLA CO | $166.08万 | 0.76% | 21,838 | -370 | -1.7% | -$2.81万 | 减仓 |
| MRK | MERCK & CO INC | $158.97万 | 0.73% | 13,216 | -1,099 | -7.7% | -$13.22万 | 减仓 |
| IEMG | ISHARES INC | $156.90万 | 0.72% | 22,495 | 2,205 | 10.9% | $15.38万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $152.46万 | 0.70% | 6,290 | 110 | 1.8% | $2.67万 | 加仓 |
| CMI | CUMMINS INC | $146.07万 | 0.67% | 2,715 | -115 | -4.1% | -$6.19万 | 减仓 |
| IYC | ISHARES TR | $139.01万 | 0.63% | 14,343 | 0 | 0.0% | — | 不变 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $138.55万 | 0.63% | 52,761 | 52,761 | — | $138.55万 | 新建仓 |
| WFC | WELLS FARGO & CO | $136.40万 | 0.62% | 17,134 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $135.86万 | 0.62% | 1,570 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $134.18万 | 0.61% | 6,956 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $132.45万 | 0.60% | 17,986 | 421 | 2.4% | $3.10万 | 加仓 |
| DLN | WISDOMTREE TR | $131.32万 | 0.60% | 14,700 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $127.15万 | 0.58% | 8,188 | -874 | -9.6% | -$13.57万 | 减仓 |
| CSCO | CISCO SYS INC | $124.66万 | 0.57% | 16,066 | -150 | -0.9% | -$1.16万 | 减仓 |
| AGG | ISHARES TR | $123.71万 | 0.56% | 12,462 | 375 | 3.1% | $3.72万 | 加仓 |
| NVO | NOVO-NORDISK A S | $122.26万 | 0.56% | 33,268 | -3,000 | -8.3% | -$11.03万 | 减仓 |
| VGT | VANGUARD WORLD FD | $117.01万 | 0.53% | 1,677 | -5 | -0.3% | -$3,489 | 减仓 |
| IJH | ISHARES TR | $116.32万 | 0.53% | 17,225 | 10 | 0.1% | $675 | 加仓 |
| GUNR | FLEXSHARES TR | $108.98万 | 0.50% | 19,757 | 140 | 0.7% | $7,722 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $107.53万 | 0.49% | 4,131 | -100 | -2.4% | -$2.60万 | 减仓 |
| WMT | WALMART INC | $106.73万 | 0.49% | 8,588 | 1 | 0.0% | $124 | 加仓 |
| IYG | ISHARES TR | $105.37万 | 0.48% | 12,720 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $104.48万 | 0.48% | 18,555 | -320 | -1.7% | -$1.80万 | 减仓 |
| GDX | VANECK ETF TRUST | $101.77万 | 0.46% | 11,090 | 90 | 0.8% | $8,259 | 加仓 |
| IWP | ISHARES TR | $100.68万 | 0.46% | 7,858 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $99.42万 | 0.45% | 5,761 | -104 | -1.8% | -$1.79万 | 减仓 |
| XHB | SPDR SERIES TRUST | $98.28万 | 0.45% | 9,955 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $96.98万 | 0.44% | 5,909 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $93.30万 | 0.43% | 15,383 | -6 | -0.0% | -$364 | 减仓 |
| INTC | INTEL CORP | $93.16万 | 0.43% | 21,110 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC | $92.26万 | 0.42% | 5,155 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $90.73万 | 0.41% | 4,980 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $90.68万 | 0.41% | 26,782 | 7,054 | 35.8% | $23.88万 | 加仓 |
| MCD | MCDONALDS CORP | $90.47万 | 0.41% | 2,911 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $87.70万 | 0.40% | 6,810 | -150 | -2.2% | -$1.93万 | 减仓 |
| BAC | BANK AMERICA CORP | $87.69万 | 0.40% | 17,988 | -456 | -2.5% | -$2.22万 | 减仓 |
| XYZ | BLOCK INC | $85.14万 | 0.39% | 14,148 | -490 | -3.3% | -$2.95万 | 减仓 |
| SDY | SPDR SERIES TRUST | $81.13万 | 0.37% | 5,559 | -84 | -1.5% | -$1.23万 | 减仓 |
| IDU | ISHARES TR | $79.92万 | 0.36% | 6,883 | -35 | -0.5% | -$4,064 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $77.78万 | 0.35% | 1,287 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $77.73万 | 0.35% | 2,477 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $76.67万 | 0.35% | 8,482 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $76.60万 | 0.35% | 5,844 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $75.98万 | 0.35% | 8,393 | 5,843 | 229.1% | $52.90万 | 加仓 |
| IYF | ISHARES TR | $75.02万 | 0.34% | 6,376 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $72.00万 | 0.33% | 8,720 | 160 | 1.9% | $1.32万 | 加仓 |
| HYG | ISHARES TR | $69.04万 | 0.31% | 8,678 | 2,029 | 30.5% | $16.14万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $68.06万 | 0.31% | 10,964 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $66.96万 | 0.31% | 3,947 | -46 | -1.2% | -$7,804 | 减仓 |
| ABBV | ABBVIE INC | $66.68万 | 0.30% | 3,066 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $66.59万 | 0.30% | 2,461 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $66.07万 | 0.30% | 9,200 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $64.21万 | 0.29% | 4,130 | -160 | -3.7% | -$2.49万 | 减仓 |
| QQQ | INVESCO QQQ TR | $64.18万 | 0.29% | 1,112 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $63.40万 | 0.29% | 5,345 | -500 | -8.6% | -$5.93万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $62.40万 | 0.28% | 6,640 | -175 | -2.6% | -$1.64万 | 减仓 |
| BN | BROOKFIELD CORP | $62.07万 | 0.28% | 15,337 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $61.93万 | 0.28% | 2,497 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $61.44万 | 0.28% | 4,689 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $59.76万 | 0.27% | 11,904 | -193 | -1.6% | -$9,688 | 减仓 |
| XYL | XYLEM INC | $59.15万 | 0.27% | 4,950 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $58.79万 | 0.27% | 4,250 | 50 | 1.2% | $6,916 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $58.55万 | 0.27% | 2,000 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $56.84万 | 0.26% | 5,025 | -10 | -0.2% | -$1,131 | 减仓 |