Sunpointe, LLC
ST. LOUIS MO · SEC CIK 0002012181
$3.52亿2026Q2 申报市值
281持仓数
26.5%前十大占比 · 第一大 6.0%
40 / 26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
SPYM 新建仓+$491.51万
VXUS 加仓+$231.93万
IVV 加仓+$166.63万
ODFL 新建仓+$156.43万
MU 加仓+$123.28万
2026Q2 卖出最多 按季末市值估算
GLD 清仓-$144.71万
IJH 减仓-$143.90万
WMT 减仓-$140.76万
CCL 清仓-$128.40万
VTI 减仓-$123.82万
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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -3,363 | -100.0% | -$144.71万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -49,612 | -100.0% | -$128.40万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | -16,233 | -100.0% | -$87.46万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -5,826 | -100.0% | -$85.02万 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -22,696 | -100.0% | -$84.00万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -1,861 | -100.0% | -$66.77万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -3,384 | -100.0% | -$59.09万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -7,100 | -100.0% | -$52.17万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -8,536 | -100.0% | -$41.19万 | 清仓 |
| SH | PROSHARES TR | $0 | 0.00% | 0 | -10,691 | -100.0% | -$40.55万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -14,232 | -100.0% | -$34.75万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -18,088 | -100.0% | -$33.82万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -4,754 | -100.0% | -$32.95万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -11,439 | -100.0% | -$32.84万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,123 | -100.0% | -$32.02万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -5,259 | -100.0% | -$26.49万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -2,935 | -100.0% | -$24.23万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -460 | -100.0% | -$24.04万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,745 | -100.0% | -$23.03万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -803 | -100.0% | -$22.42万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -482 | -100.0% | -$22.22万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -256 | -100.0% | -$22.15万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD | $0 | 0.00% | 0 | -1,079 | -100.0% | -$21.90万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -477 | -100.0% | -$20.29万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -980 | -100.0% | -$20.20万 | 清仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $0 | 0.00% | 0 | -11,200 | -100.0% | -$8.44万 | 清仓 |
| AVIR | ATEA PHARMACEUTICALS INC | $5.55万 | 0.02% | 11,943 | 0 | 0.0% | — | 不变 |
| ITUB | ITAU UNIBANCO HLDG S A | $9.03万 | 0.03% | 11,054 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $12.87万 | 0.04% | 13,438 | 1,506 | 12.6% | $1.44万 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $14.42万 | 0.04% | 36,411 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $17.10万 | 0.05% | 17,697 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $20.10万 | 0.06% | 2,703 | 2,703 | — | $20.10万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.10万 | 0.06% | 2,786 | -213 | -7.1% | -$1.54万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $20.23万 | 0.06% | 679 | 679 | — | $20.23万 | 新建仓 |
| EPU | ISHARES TR | $20.80万 | 0.06% | 2,491 | -201 | -7.5% | -$1.68万 | 减仓 |
| SAN | BANCO SANTANDER SA | $20.82万 | 0.06% | 15,086 | -354 | -2.3% | -$4,885 | 减仓 |
| SAP | SAP SE | $20.88万 | 0.06% | 1,355 | 0 | 0.0% | — | 不变 |
| DHI | D R HORTON INC | $20.93万 | 0.06% | 1,285 | -744 | -36.7% | -$12.12万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.96万 | 0.06% | 2,913 | 2,913 | — | $20.96万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.04万 | 0.06% | 1,470 | -2,766 | -65.3% | -$39.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $21.13万 | 0.06% | 2,878 | 22 | 0.8% | $1,615 | 加仓 |
| WELL | WELLTOWER INC | $21.31万 | 0.06% | 939 | 939 | — | $21.31万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $21.33万 | 0.06% | 646 | 646 | — | $21.33万 | 新建仓 |
| TFC | TRUIST FINL CORP | $21.49万 | 0.06% | 4,313 | -4,097 | -48.7% | -$20.41万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $21.51万 | 0.06% | 518 | -33 | -6.0% | -$1.37万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $21.62万 | 0.06% | 1,970 | 1,970 | — | $21.62万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.86万 | 0.06% | 1,800 | 1,800 | — | $21.86万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $21.92万 | 0.06% | 3,789 | 68 | 1.8% | $3,933 | 加仓 |
| UL | UNILEVER PLC | $21.99万 | 0.06% | 3,657 | -3 | -0.1% | -$180 | 减仓 |
| LH | LABCORP HOLDINGS INC | $22.27万 | 0.06% | 795 | 9 | 1.1% | $2,521 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $22.30万 | 0.06% | 7,384 | 7,384 | — | $22.30万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $22.51万 | 0.06% | 3,964 | -2,937 | -42.6% | -$16.68万 | 减仓 |
| FTNT | FORTINET INC | $22.55万 | 0.06% | 1,468 | 1,468 | — | $22.55万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $22.92万 | 0.07% | 457 | -61 | -11.8% | -$3.06万 | 减仓 |
| EIS | ISHARES INC | $23.07万 | 0.07% | 1,911 | -150 | -7.3% | -$1.81万 | 减仓 |
| SO | SOUTHERN CO | $23.19万 | 0.07% | 2,423 | 11 | 0.5% | $1,053 | 加仓 |
| QCOM | QUALCOMM INC | $23.60万 | 0.07% | 1,277 | 1,277 | — | $23.60万 | 新建仓 |
| T | AT&T INC | $23.75万 | 0.07% | 11,472 | -433 | -3.6% | -$8,963 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $23.84万 | 0.07% | 1,395 | 1,395 | — | $23.84万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.85万 | 0.07% | 751 | -3,745 | -83.3% | -$118.91万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $23.85万 | 0.07% | 17,745 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $23.92万 | 0.07% | 7,045 | -11,811 | -62.6% | -$40.10万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $23.92万 | 0.07% | 1,342 | 42 | 3.2% | $7,486 | 加仓 |
| VB | VANGUARD INDEX FDS | $24.04万 | 0.07% | 793 | 793 | — | $24.04万 | 新建仓 |
| — | CBRE GBL REAL ESTATE INC FD | $24.24万 | 0.07% | 52,575 | 0 | 0.0% | — | 不变 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $24.27万 | 0.07% | 12,204 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $24.38万 | 0.07% | 1,556 | -685 | -30.6% | -$10.73万 | 减仓 |
| EWP | ISHARES INC | $24.51万 | 0.07% | 4,127 | -332 | -7.4% | -$1.97万 | 减仓 |
| OKLO | OKLO INC | $24.60万 | 0.07% | 4,701 | 1 | 0.0% | $52 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $24.93万 | 0.07% | 4,650 | 4,650 | — | $24.93万 | 新建仓 |
| EOG | EOG RES INC | $25.25万 | 0.07% | 1,946 | 1,946 | — | $25.25万 | 新建仓 |
| DHR | DANAHER CORP DEL | $25.33万 | 0.07% | 1,330 | -169 | -11.3% | -$3.22万 | 减仓 |
| EWC | ISHARES INC | $25.35万 | 0.07% | 4,399 | 0 | 0.0% | — | 不变 |
| GREK | GLOBAL X FDS | $25.61万 | 0.07% | 3,392 | -218 | -6.0% | -$1.65万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $25.70万 | 0.07% | 6,325 | 37 | 0.6% | $1,504 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $25.74万 | 0.07% | 932 | 932 | — | $25.74万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $25.83万 | 0.07% | 1,646 | -67 | -3.9% | -$1.05万 | 减仓 |
| CME | CME GROUP INC | $25.86万 | 0.07% | 1,171 | -102 | -8.0% | -$2.25万 | 减仓 |
| GSEW | GOLDMAN SACHS ETF TR | $25.97万 | 0.07% | 2,750 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $26.25万 | 0.07% | 6,202 | -499 | -7.4% | -$2.11万 | 减仓 |
| AMCR | AMCOR PLC | $26.37万 | 0.07% | 6,082 | 38 | 0.6% | $1,647 | 加仓 |
| EWN | ISHARES INC | $26.45万 | 0.08% | 3,761 | -302 | -7.4% | -$2.12万 | 减仓 |
| BOTZ | GLOBAL X FDS | $26.56万 | 0.08% | 7,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $26.57万 | 0.08% | 3,447 | -32 | -0.9% | -$2,467 | 减仓 |
| SNDK | SANDISK CORP | $26.60万 | 0.08% | 117 | 117 | — | $26.60万 | 新建仓 |
| MET | METLIFE INC | $26.61万 | 0.08% | 3,145 | 48 | 1.5% | $4,061 | 加仓 |
| XSOE | WISDOMTREE TR | $26.86万 | 0.08% | 5,462 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $26.92万 | 0.08% | 14,495 | 26 | 0.2% | $483 | 加仓 |
| ROST | ROSS STORES INC | $27.31万 | 0.08% | 1,283 | -515 | -28.6% | -$10.96万 | 减仓 |
| MELI | MERCADOLIBRE INC | $27.33万 | 0.08% | 161 | -191 | -54.3% | -$32.42万 | 减仓 |
| SMH | VANECK ETF TRUST | $27.88万 | 0.08% | 425 | 425 | — | $27.88万 | 新建仓 |
| MOS | MOSAIC CO | $27.88万 | 0.08% | 13,158 | 13,158 | — | $27.88万 | 新建仓 |
| SYK | STRYKER CORPORATION | $28.35万 | 0.08% | 900 | -65 | -6.7% | -$2.05万 | 减仓 |
| LIN | LINDE PLC | $28.44万 | 0.08% | 548 | 23 | 4.4% | $1.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $28.73万 | 0.08% | 3,133 | 77 | 2.5% | $7,060 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $29.16万 | 0.08% | 1,319 | 1,319 | — | $29.16万 | 新建仓 |
| APA | APA CORPORATION | $29.27万 | 0.08% | 8,986 | 600 | 7.2% | $1.95万 | 加仓 |
| BA | BOEING CO | $29.40万 | 0.08% | 1,358 | 7 | 0.5% | $1,515 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $29.48万 | 0.08% | 4,939 | 1 | 0.0% | $60 | 加仓 |
| HCA | HCA HEALTHCARE INC | $29.49万 | 0.08% | 756 | -135 | -15.2% | -$5.27万 | 减仓 |