Pacific Point Advisors, LLC
SAN DIEGO CA · SEC CIK 0002056976
$1.90亿2026Q1 申报市值
133持仓数
39.3%前十大占比 · 第一大 18.7%
14 / 14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
BIL 加仓+$668.26万
GLD 加仓+$138.30万
VTI 加仓+$132.52万
SNDK 新建仓+$127.07万
IXUS 新建仓+$116.79万
2026Q1 卖出最多 按季末市值估算
CRDO 清仓-$172.67万
AAOI 减仓-$169.18万
APP 清仓-$121.29万
VOO 清仓-$117.53万
AVGO 减仓-$116.38万
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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -12,000 | -100.0% | -$172.67万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -1,800 | -100.0% | -$121.29万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,874 | -100.0% | -$117.53万 | 清仓 |
| SPYI | NEOS ETF TRUST | $0 | 0.00% | 0 | -22,040 | -100.0% | -$115.78万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$70.31万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$57.29万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$56.79万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$56.55万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -10,000 | -100.0% | -$49.65万 | 清仓 |
| TDOC | TELADOC HEALTH INC | $0 | 0.00% | 0 | -70,000 | -100.0% | -$49.00万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$40.85万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$33.92万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -12,418 | -100.0% | -$30.92万 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,358 | -100.0% | -$21.75万 | 清仓 |
| DNUT | KRISPY KREME INC | $5.78万 | 0.03% | 17,064 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $17.18万 | 0.09% | 48,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $20.01万 | 0.11% | 7,972 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $20.07万 | 0.11% | 821 | 821 | — | $20.07万 | 新建仓 |
| USMV | ISHARES TR | $20.12万 | 0.11% | 2,169 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $20.38万 | 0.11% | 411 | 411 | — | $20.38万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $20.41万 | 0.11% | 5,408 | 5,408 | — | $20.41万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $20.42万 | 0.11% | 3,543 | -305 | -7.9% | -$1.76万 | 重新持有 |
| ACI | ALBERTSONS COS INC | $20.89万 | 0.11% | 12,258 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $21.22万 | 0.11% | 6,441 | -423 | -6.2% | -$1.39万 | 减仓 |
| V | VISA INC | $22.11万 | 0.12% | 731 | 14 | 2.0% | $4,234 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $22.31万 | 0.12% | 53 | -1 | -1.9% | -$4,210 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $22.53万 | 0.12% | 5,000 | 5,000 | — | $22.53万 | 新建仓 |
| ABBV | ABBVIE INC | $22.95万 | 0.12% | 1,055 | 15 | 1.4% | $3,263 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.18万 | 0.12% | 9,616 | -4,083 | -29.8% | -$9.84万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $23.84万 | 0.13% | 7,770 | 7,770 | — | $23.84万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $25.38万 | 0.13% | 1,074 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $26.79万 | 0.14% | 53,046 | -200 | -0.4% | -$1,010 | 减仓 |
| BX | BLACKSTONE INC | $26.85万 | 0.14% | 2,335 | 10 | 0.4% | $1,150 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $27.17万 | 0.14% | 1,300 | -198 | -13.2% | -$4.14万 | 减仓 |
| SDY | SPDR SERIES TRUST | $27.67万 | 0.15% | 1,896 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.87万 | 0.15% | 1,150 | 10 | 0.9% | $2,424 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $28.36万 | 0.15% | 1,478 | 173 | 13.3% | $3.32万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $29.69万 | 0.16% | 3,850 | 3,850 | — | $29.69万 | 新建仓 |
| MCD | MCDONALDS CORP | $29.87万 | 0.16% | 961 | -23 | -2.3% | -$7,149 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $32.06万 | 0.17% | 12,952 | -351 | -2.6% | -$8,687 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.69万 | 0.18% | 4,250 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $34.26万 | 0.18% | 1,526 | 11 | 0.7% | $2,469 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $34.60万 | 0.18% | 722 | 12 | 1.7% | $5,750 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $35.51万 | 0.19% | 4,695 | 4,695 | — | $35.51万 | 新建仓 |
| BSV | VANGUARD BD INDEX FDS | $35.57万 | 0.19% | 4,537 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMAN SACHS ETF TR | $37.54万 | 0.20% | 3,000 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $37.79万 | 0.20% | 1,149 | 105 | 10.1% | $3.45万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $37.81万 | 0.20% | 10,000 | 10,000 | — | $37.81万 | 新建仓 |
| YUM | YUM BRANDS INC | $38.01万 | 0.20% | 2,445 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.63万 | 0.20% | 594 | 594 | — | $38.63万 | 新建仓 |
| TJX | TJX COS INC NEW | $39.03万 | 0.21% | 2,444 | 32 | 1.3% | $5,110 | 加仓 |
| RTX | RTX CORPORATION | $39.87万 | 0.21% | 2,067 | 14 | 0.7% | $2,701 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.40万 | 0.22% | 2,035 | -3,967 | -66.1% | -$80.70万 | 减仓 |
| CSCO | CISCO SYS INC | $41.68万 | 0.22% | 5,372 | 447 | 9.1% | $3.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.43万 | 0.23% | 904 | 7 | 0.8% | $3,441 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.36万 | 0.24% | 2,109 | -2,869 | -57.6% | -$61.70万 | 减仓 |
| BLK | BLACKROCK INC | $45.49万 | 0.24% | 473 | 2 | 0.4% | $1,923 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.70万 | 0.24% | 6,000 | 6,000 | — | $45.70万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $48.62万 | 0.26% | 2,350 | -325 | -12.1% | -$6.72万 | 减仓 |
| ZTS | ZOETIS INC | $49.77万 | 0.26% | 4,210 | 73 | 1.8% | $8,629 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $54.64万 | 0.29% | 2,300 | -1,847 | -44.5% | -$43.88万 | 减仓 |
| CLS | CELESTICA INC | $56.34万 | 0.30% | 2,000 | 2,000 | — | $56.34万 | 新建仓 |
| MGK | VANGUARD WORLD FD | $57.91万 | 0.31% | 1,576 | 50 | 3.3% | $1.84万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $58.50万 | 0.31% | 1,435 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.54万 | 0.31% | 9,817 | 15 | 0.2% | $910 | 加仓 |
| COHR | COHERENT CORP | $59.55万 | 0.31% | 2,500 | -2,500 | -50.0% | -$59.55万 | 减仓 |
| NET | CLOUDFLARE INC | $61.90万 | 0.33% | 3,000 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $63.78万 | 0.34% | 2,629 | -43 | -1.6% | -$1.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.14万 | 0.39% | 5,000 | 5,000 | — | $73.14万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $74.98万 | 0.40% | 3,455 | 144 | 4.3% | $3.12万 | 加仓 |
| BAC | BANK AMERICA CORP | $78.38万 | 0.41% | 16,078 | 55 | 0.3% | $2,681 | 加仓 |
| IWO | ISHARES TR | $78.45万 | 0.41% | 2,500 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $79.78万 | 0.42% | 1,871 | -17 | -0.9% | -$7,249 | 减仓 |
| VTV | VANGUARD INDEX FDS | $81.01万 | 0.43% | 4,129 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $81.96万 | 0.43% | 2,850 | 399 | 16.3% | $11.47万 | 加仓 |
| IVE | ISHARES TR | $83.70万 | 0.44% | 3,964 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $88.58万 | 0.47% | 3,382 | -7 | -0.2% | -$1,833 | 减仓 |
| PAYX | PAYCHEX INC | $93.07万 | 0.49% | 10,103 | 998 | 11.0% | $9.19万 | 加仓 |
| META | META PLATFORMS INC | $97.44万 | 0.51% | 1,703 | 211 | 14.1% | $12.07万 | 加仓 |
| MKC | MCCORMICK & CO INC | $98.07万 | 0.52% | 19,444 | -338 | -1.7% | -$1.70万 | 减仓 |
| BILS | SPDR SERIES TRUST | $99.66万 | 0.53% | 10,023 | -6,066 | -37.7% | -$60.32万 | 减仓 |
| CLX | CLOROX CO DEL | $100.75万 | 0.53% | 9,722 | 505 | 5.5% | $5.23万 | 加仓 |
| IVW | ISHARES TR | $104.06万 | 0.55% | 9,200 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $105.93万 | 0.56% | 5,213 | 259 | 5.2% | $5.26万 | 加仓 |
| AZO | AUTOZONE INC | $108.43万 | 0.57% | 321 | -9 | -2.7% | -$3.04万 | 减仓 |
| ALAB | ASTERA LABS INC | $109.60万 | 0.58% | 10,000 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $110.87万 | 0.58% | 3,374 | 26 | 0.8% | $8,543 | 加仓 |
| CAT | CATERPILLAR INC | $114.27万 | 0.60% | 1,613 | 4 | 0.2% | $2,834 | 加仓 |
| LRCX | LAM RESEARCH CORP | $115.21万 | 0.61% | 5,392 | -108 | -2.0% | -$2.31万 | 减仓 |
| IXUS | ISHARES TR | $116.79万 | 0.62% | 13,480 | 13,480 | — | $116.79万 | 新建仓 |
| ROL | ROLLINS INC | $120.08万 | 0.63% | 22,483 | -17 | -0.1% | -$908 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $120.88万 | 0.64% | 26,684 | 33 | 0.1% | $1,495 | 加仓 |
| RDDT | REDDIT INC | $121.19万 | 0.64% | 9,000 | 4,000 | 80.0% | $53.86万 | 加仓 |
| SNDK | SANDISK CORP | $127.07万 | 0.67% | 2,000 | 2,000 | — | $127.07万 | 新建仓 |
| IGSB | ISHARES TR | $127.36万 | 0.67% | 24,231 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $127.67万 | 0.67% | 13,681 | 596 | 4.6% | $5.56万 | 加仓 |
| LLY | ELI LILLY & CO | $130.61万 | 0.69% | 1,420 | 7 | 0.5% | $6,438 | 加仓 |
| GEV | GE VERNOVA INC | $130.94万 | 0.69% | 1,500 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $131.05万 | 0.69% | 2,006 | 730 | 57.2% | $47.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $131.96万 | 0.70% | 14,208 | -31 | -0.2% | -$2,879 | 减仓 |