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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2,124.48万 | 6.04% | 106,176 | -450 | -0.4% | -$9.00万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,446.76万 | 4.11% | 39,097 | -3,346 | -7.9% | -$123.82万 | 减仓 |
| AAPL | APPLE INC | $1,177.91万 | 3.35% | 40,708 | -2,603 | -6.0% | -$75.32万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $801.43万 | 2.28% | 173,696 | -855 | -0.5% | -$3.94万 | 减仓 |
| AVGO | BROADCOM INC | $773.32万 | 2.20% | 20,472 | -2,876 | -12.3% | -$108.64万 | 减仓 |
| FDG | AMERICAN CENTY ETF TR | $656.63万 | 1.87% | 49,334 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $606.83万 | 1.72% | 5,257 | 1,068 | 25.5% | $123.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $580.60万 | 1.65% | 15,565 | -313 | -2.0% | -$11.68万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $578.00万 | 1.64% | 220,778 | -3,321 | -1.5% | -$8.69万 | 减仓 |
| ACLC | AMERICAN CENTY ETF TR | $574.49万 | 1.63% | 68,305 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $564.13万 | 1.60% | 23,841 | -3,093 | -11.5% | -$73.19万 | 减仓 |
| GOOGL | ALPHABET INC | $549.50万 | 1.56% | 15,376 | -1,249 | -7.5% | -$44.64万 | 减仓 |
| IVV | ISHARES TR | $546.61万 | 1.55% | 7,299 | 2,225 | 43.9% | $166.63万 | 加仓 |
| AMZN | AMAZON COM INC | $545.77万 | 1.55% | 22,899 | -1,458 | -6.0% | -$34.75万 | 减仓 |
| MOAT | VANECK ETF TRUST | $538.59万 | 1.53% | 51,807 | -842 | -1.6% | -$8.75万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $491.53万 | 1.40% | 71,496 | -249 | -0.3% | -$1.71万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $491.51万 | 1.40% | 55,930 | 55,930 | — | $491.51万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $483.88万 | 1.37% | 22,742 | 848 | 3.9% | $18.04万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $466.04万 | 1.32% | 75,828 | 3,749 | 5.2% | $23.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $449.31万 | 1.28% | 6 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $427.91万 | 1.22% | 44,348 | 11,202 | 33.8% | $108.09万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $425.46万 | 1.21% | 6,197 | 68 | 1.1% | $4.67万 | 加仓 |
| GOOG | ALPHABET INC | $406.97万 | 1.16% | 11,518 | 6 | 0.1% | $2,120 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $405.13万 | 1.15% | 15,952 | 422 | 2.7% | $10.72万 | 加仓 |
| FLV | AMERICAN CENTY ETF TR | $400.30万 | 1.14% | 49,237 | -588 | -1.2% | -$4.78万 | 减仓 |
| QINT | AMERICAN CENTY ETF TR | $393.55万 | 1.12% | 56,684 | -160 | -0.3% | -$1.11万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $379.43万 | 1.08% | 7,945 | 269 | 3.5% | $12.85万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $361.44万 | 1.03% | 42,279 | 27,130 | 179.1% | $231.93万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $359.71万 | 1.02% | 8,301 | -618 | -6.9% | -$26.78万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $327.59万 | 0.93% | 25,631 | 670 | 2.7% | $8.56万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $324.34万 | 0.92% | 57,425 | -3,321 | -5.5% | -$18.76万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $298.85万 | 0.85% | 9,130 | -1,421 | -13.5% | -$46.51万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $269.95万 | 0.77% | 30,263 | -59 | -0.2% | -$5,263 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $261.24万 | 0.74% | 20,397 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $260.45万 | 0.74% | 27,885 | 3,996 | 16.7% | $37.32万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $258.51万 | 0.73% | 1,870 | -294 | -13.6% | -$40.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $256.96万 | 0.73% | 3,554 | 1,387 | 64.0% | $100.28万 | 加仓 |
| VCRM | VANGUARD MUN BD FDS | $237.05万 | 0.67% | 31,028 | 1,111 | 3.7% | $8.49万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $213.37万 | 0.61% | 3,673 | 1,732 | 89.2% | $100.61万 | 加仓 |
| PYLD | PIMCO ETF TR | $210.10万 | 0.60% | 79,223 | 7,887 | 11.1% | $20.92万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $208.85万 | 0.59% | 2,803 | -504 | -15.2% | -$37.55万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $196.00万 | 0.56% | 67,680 | 668 | 1.0% | $1.93万 | 加仓 |
| CAT | CATERPILLAR INC | $181.57万 | 0.52% | 1,705 | -209 | -10.9% | -$22.26万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $173.69万 | 0.49% | 22,950 | 8,500 | 58.8% | $64.33万 | 加仓 |
| BAC | BANK OF AMER CORP | $172.72万 | 0.49% | 30,312 | 15,244 | 101.2% | $86.86万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $171.21万 | 0.49% | 24,030 | 17,079 | 245.7% | $121.69万 | 加仓 |
| TSLA | TESLA INC | $170.81万 | 0.49% | 4,061 | 18 | 0.4% | $7,571 | 加仓 |
| META | META PLATFORMS INC | $167.75万 | 0.48% | 2,978 | -15 | -0.5% | -$8,450 | 减仓 |
| PWR | QUANTA SVCS INC | $166.91万 | 0.47% | 2,318 | -15 | -0.6% | -$1.08万 | 减仓 |
| WMT | WALMART INC | $162.42万 | 0.46% | 14,340 | -12,428 | -46.4% | -$140.76万 | 减仓 |
| ORCL | ORACLE CORP | $161.22万 | 0.46% | 11,001 | 6,046 | 122.0% | $88.60万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $156.43万 | 0.44% | 7,222 | 7,222 | — | $156.43万 | 新建仓 |
| LLY | ELI LILLY & CO | $152.09万 | 0.43% | 1,268 | 70 | 5.8% | $8.40万 | 加仓 |
| — | EXXON MOBIL CORP | $149.35万 | 0.42% | 10,924 | 1,922 | 21.4% | $26.28万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $148.36万 | 0.42% | 8,440 | 283 | 3.5% | $4.97万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $141.31万 | 0.40% | 2,824 | -149 | -5.0% | -$7.46万 | 减仓 |
| IJH | ISHARES TR | $138.24万 | 0.39% | 17,928 | -18,662 | -51.0% | -$143.90万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $135.64万 | 0.39% | 13,163 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $135.49万 | 0.38% | 9,240 | 140 | 1.5% | $2.05万 | 加仓 |
| UNP | UNION PAC CORP | $131.81万 | 0.37% | 4,846 | 50 | 1.0% | $1.36万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $131.74万 | 0.37% | 25,238 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $130.61万 | 0.37% | 8,621 | -283 | -3.2% | -$4.29万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $129.70万 | 0.37% | 1,326 | -3 | -0.2% | -$2,934 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $126.12万 | 0.36% | 4,691 | 1,802 | 62.4% | $48.45万 | 加仓 |
| WFC | WELLS FARGO & CO | $122.22万 | 0.35% | 14,790 | 10,269 | 227.1% | $84.86万 | 加仓 |
| CSX | CSX CORP | $121.04万 | 0.34% | 25,467 | 2,435 | 10.6% | $11.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $119.03万 | 0.34% | 35,175 | -717 | -2.0% | -$2.43万 | 减仓 |
| TLT | ISHARES TR | $116.15万 | 0.33% | 13,440 | 5,950 | 79.4% | $51.42万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $115.49万 | 0.33% | 10,668 | 10,668 | — | $115.49万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $110.46万 | 0.31% | 2,658 | 172 | 6.9% | $7.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $110.26万 | 0.31% | 4,947 | 4,947 | — | $110.26万 | 新建仓 |
| B | BARRICK MNG CORP | $107.04万 | 0.30% | 29,140 | 20,595 | 241.0% | $75.65万 | 加仓 |
| GLDM | WORLD GOLD TR | $105.77万 | 0.30% | 13,318 | 9,125 | 217.6% | $72.47万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $105.34万 | 0.30% | 14,363 | -20 | -0.1% | -$1,467 | 减仓 |
| V | VISA INC | $105.12万 | 0.30% | 3,064 | 99 | 3.3% | $3.40万 | 加仓 |
| BIL | SPDR SERIES TRUST | $104.68万 | 0.30% | 11,423 | 714 | 6.7% | $6.54万 | 加仓 |
| ABBV | ABBVIE INC | $102.25万 | 0.29% | 4,063 | 366 | 9.9% | $9.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $101.39万 | 0.29% | 3,893 | -82 | -2.1% | -$2.14万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $100.64万 | 0.29% | 16,003 | -17,648 | -52.4% | -$110.99万 | 减仓 |
| USB | US BANCORP | $100.45万 | 0.29% | 16,630 | 149 | 0.9% | $9,000 | 加仓 |
| MRK | MERCK & CO INC | $98.12万 | 0.28% | 7,636 | -1,374 | -15.2% | -$17.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $96.91万 | 0.28% | 10,044 | 1,948 | 24.1% | $18.80万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $96.90万 | 0.28% | 23,450 | 4,613 | 24.5% | $19.06万 | 加仓 |
| KLAC | KLA CORP | $96.31万 | 0.27% | 3,192 | 122 | 4.0% | $3.68万 | 加仓 |
| GE | GE AEROSPACE | $96.31万 | 0.27% | 2,577 | -35 | -1.3% | -$1.31万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $95.74万 | 0.27% | 101,959 | 101,959 | — | $95.74万 | 新建仓 |
| AIQ | GLOBAL X FDS | $95.45万 | 0.27% | 14,548 | 1,522 | 11.7% | $9.99万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $94.50万 | 0.27% | 1,532 | 191 | 14.2% | $11.78万 | 加仓 |
| AIPO | TIDAL TRUST II | $93.18万 | 0.26% | 27,889 | 27,889 | — | $93.18万 | 新建仓 |
| IWD | ISHARES TR | $92.24万 | 0.26% | 3,805 | 3 | 0.1% | $727 | 加仓 |
| PFE | PFIZER INC | $91.67万 | 0.26% | 38,069 | -15,750 | -29.3% | -$37.93万 | 减仓 |
| IWF | ISHARES TR | $91.56万 | 0.26% | 7,374 | 2 | 0.0% | $248 | 加仓 |
| KO | COCA COLA CO | $91.47万 | 0.26% | 11,255 | -2,134 | -15.9% | -$17.34万 | 减仓 |
| VALQ | AMERICAN CENTY ETF TR | $91.22万 | 0.26% | 13,086 | 0 | 0.0% | — | 不变 |
| GSSC | GOLDMAN SACHS ETF TR | $91.03万 | 0.26% | 9,975 | -928 | -8.5% | -$8.47万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.97万 | 0.26% | 1,192 | -18 | -1.5% | -$1.37万 | 减仓 |
| SSO | PROSHARES TR | $89.29万 | 0.25% | 13,251 | 13,251 | — | $89.29万 | 新建仓 |
| CCJ | CAMECO CORP | $89.09万 | 0.25% | 8,746 | -96 | -1.1% | -$9,778 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $88.41万 | 0.25% | 2,640 | -13 | -0.5% | -$4,353 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $88.14万 | 0.25% | 17,428 | -1,066 | -5.8% | -$5.39万 | 减仓 |