Pacific Point Advisors, LLC
SAN DIEGO CA · SEC CIK 0002056976
$2.19亿2026Q2 申报市值
129持仓数
39.5%前十大占比 · 第一大 17.5%
10 / 14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
IVV 加仓+$574.18万
BIL 加仓+$289.35万
SITM 新建仓+$223.67万
SIMO 新建仓+$200.00万
SCHF 加仓+$179.62万
2026Q2 卖出最多 按季末市值估算
SNDK 减仓-$227.37万
MU 减仓-$173.14万
TSM 减仓-$172.78万
HSY 清仓-$162.17万
RDDT 清仓-$121.19万
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 |
|---|---|---|---|---|---|---|---|---|
| BG | BUNGE GLOBAL SA | $172.02万 | 0.79% | 16,117 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $175.40万 | 0.80% | 34,678 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $176.23万 | 0.80% | 1,500 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $177.87万 | 0.81% | 11,993 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $177.92万 | 0.81% | 11,383 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $185.15万 | 0.85% | 2,514 | 198 | 8.5% | $14.58万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $186.22万 | 0.85% | 20,222 | -2,581 | -11.3% | -$23.77万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $192.68万 | 0.88% | 6,360 | 4,060 | 176.5% | $123.00万 | 加仓 |
| ETN | EATON CORP PLC | $195.59万 | 0.89% | 4,590 | -959 | -17.3% | -$40.86万 | 减仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $200.00万 | 0.91% | 6,000 | 6,000 | — | $200.00万 | 新建仓 |
| IJH | ISHARES TR | $202.46万 | 0.92% | 26,256 | 4,320 | 19.7% | $33.31万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $210.40万 | 0.96% | 12,385 | -1,861 | -13.1% | -$31.61万 | 减仓 |
| META | META PLATFORMS INC | $210.67万 | 0.96% | 3,740 | 2,037 | 119.6% | $114.74万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $214.51万 | 0.98% | 2,500 | -500 | -16.7% | -$42.90万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $215.49万 | 0.98% | 77,795 | 64,843 | 500.6% | $179.62万 | 加仓 |
| SITM | SITIME CORP | $223.67万 | 1.02% | 3,000 | 3,000 | — | $223.67万 | 新建仓 |
| AMZN | AMAZON COM INC | $224.28万 | 1.02% | 9,410 | -593 | -5.9% | -$14.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $225.01万 | 1.03% | 6,874 | 2,382 | 53.0% | $77.97万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $225.99万 | 1.03% | 2,416 | 86 | 3.7% | $8.04万 | 加仓 |
| SNDK | SANDISK CORP | $227.37万 | 1.04% | 1,000 | -1,000 | -50.0% | -$227.37万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $230.70万 | 1.05% | 6,235 | 1,134 | 22.2% | $41.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.06万 | 1.06% | 4,012 | 1,977 | 97.1% | $114.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $236.90万 | 1.08% | 5,467 | 75 | 1.4% | $3.25万 | 加仓 |
| GLD | SPDR GOLD TR | $240.04万 | 1.10% | 6,516 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $248.42万 | 1.13% | 28,303 | 14,095 | 99.2% | $123.71万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $249.90万 | 1.14% | 3,553 | 811 | 29.6% | $57.04万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $266.69万 | 1.22% | 18,000 | -2,000 | -10.0% | -$29.63万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $270.97万 | 1.24% | 5,674 | -3,618 | -38.9% | -$172.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $274.97万 | 1.26% | 13,742 | 3,429 | 33.2% | $68.61万 | 加仓 |
| ASML | ASML HLDG NV | $305.98万 | 1.40% | 1,538 | -221 | -12.6% | -$43.97万 | 减仓 |
| VSTS | VESTIS CORPORATION | $307.06万 | 1.40% | 211,477 | 33,200 | 18.6% | $48.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $310.09万 | 1.42% | 8,313 | -787 | -8.6% | -$29.36万 | 减仓 |
| BE | BLOOM ENERGY CORP | $363.24万 | 1.66% | 12,000 | -2,000 | -14.3% | -$60.54万 | 减仓 |
| ALAB | ASTERA LABS INC | $386.42万 | 1.76% | 8,000 | -2,000 | -20.0% | -$96.60万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $404.00万 | 1.85% | 3,500 | -1,500 | -30.0% | -$173.14万 | 减仓 |
| AVGO | BROADCOM INC | $406.84万 | 1.86% | 10,770 | 4,648 | 75.9% | $175.58万 | 加仓 |
| HUBB | HUBBELL INC | $424.32万 | 1.94% | 8,110 | 5 | 0.1% | $2,616 | 加仓 |
| IAU | ISHARES GOLD TR | $524.90万 | 2.40% | 69,514 | 652 | 0.9% | $4.92万 | 加仓 |
| GOOG | ALPHABET INC | $538.22万 | 2.46% | 15,233 | -712 | -4.5% | -$25.16万 | 减仓 |
| AAPL | APPLE INC | $693.59万 | 3.17% | 23,970 | -296 | -1.2% | -$8.57万 | 减仓 |
| TSLA | TESLA INC | $703.16万 | 3.21% | 16,718 | 350 | 2.1% | $14.72万 | 加仓 |
| IVV | ISHARES TR | $724.41万 | 3.31% | 9,673 | 7,667 | 382.2% | $574.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,838.09万 | 17.53% | 418,822 | 31,575 | 8.2% | $289.35万 | 加仓 |