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 |
|---|---|---|---|---|---|---|---|---|
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -7,801 | -100.0% | -$162.17万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$121.19万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -321 | -100.0% | -$108.43万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -9,722 | -100.0% | -$100.75万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -19,444 | -100.0% | -$98.07万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -10,103 | -100.0% | -$93.07万 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -3,455 | -100.0% | -$74.98万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,000 | -100.0% | -$73.14万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$61.90万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$56.34万 | 清仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $0 | 0.00% | 0 | -6,000 | -100.0% | -$45.70万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$37.81万 | 清仓 |
| MDLZ | MONDELEZ INTL INC | $0 | 0.00% | 0 | -3,543 | -100.0% | -$20.42万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -411 | -100.0% | -$20.38万 | 清仓 |
| DNUT | KRISPY KREME INC | $6.02万 | 0.03% | 17,064 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $6.87万 | 0.03% | 30,000 | 30,000 | — | $6.87万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $13.25万 | 0.06% | 48,000 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $16.59万 | 0.08% | 12,258 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $20.92万 | 0.10% | 2,169 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $21.61万 | 0.10% | 851 | 30 | 3.7% | $7,619 | 加仓 |
| TXN | TEXAS INSTRS INC | $21.64万 | 0.10% | 726 | 726 | — | $21.64万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $22.60万 | 0.10% | 53,046 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $22.84万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.41万 | 0.11% | 9,616 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $23.69万 | 0.11% | 1,329 | 4 | 0.3% | $713 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $24.42万 | 0.11% | 5,492 | 84 | 1.6% | $3,735 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.59万 | 0.11% | 7,755 | -15 | -0.2% | -$476 | 减仓 |
| MCD | MCDONALDS CORP | $24.88万 | 0.11% | 920 | -41 | -4.3% | -$1.11万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.06万 | 0.11% | 6,912 | 471 | 7.3% | $1.71万 | 加仓 |
| V | VISA INC | $25.55万 | 0.12% | 745 | 14 | 1.9% | $4,801 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.78万 | 0.12% | 8,903 | 931 | 11.7% | $2.70万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $26.21万 | 0.12% | 1,300 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $26.86万 | 0.12% | 1,067 | 12 | 1.1% | $3,021 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $27.03万 | 0.12% | 3,571 | -1,124 | -23.9% | -$8.51万 | 减仓 |
| BX | BLACKSTONE INC | $27.36万 | 0.12% | 2,325 | -10 | -0.4% | -$1,177 | 减仓 |
| SPYV | SPDR SERIES TRUST | $27.60万 | 0.13% | 4,541 | 4,541 | — | $27.60万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $28.85万 | 0.13% | 1,896 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $29.39万 | 0.13% | 1,074 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $29.46万 | 0.13% | 4,100 | -110 | -2.6% | -$7,905 | 减仓 |
| RMD | RESMED INC | $29.52万 | 0.13% | 1,515 | -11 | -0.7% | -$2,144 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.54万 | 0.14% | 409 | -185 | -31.1% | -$13.82万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.06万 | 0.15% | 1,140 | -10 | -0.9% | -$2,812 | 减仓 |
| VXUS | VANGUARD STAR FDS | $33.01万 | 0.15% | 3,861 | 11 | 0.3% | $940 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.59万 | 0.15% | 4,250 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $35.35万 | 0.16% | 4,537 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $36.46万 | 0.17% | 1,034 | -115 | -10.0% | -$4.06万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.83万 | 0.17% | 736 | 14 | 1.9% | $7,005 | 加仓 |
| TJX | TJX COS INC NEW | $38.15万 | 0.17% | 2,518 | 74 | 3.0% | $1.12万 | 加仓 |
| YUM | YUM BRANDS INC | $39.09万 | 0.18% | 2,445 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $39.12万 | 0.18% | 2,360 | 10 | 0.4% | $1,657 | 加仓 |
| RTX | RTX CORPORATION | $39.48万 | 0.18% | 2,081 | 14 | 0.7% | $2,656 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.72万 | 0.20% | 872 | -32 | -3.5% | -$1.60万 | 减仓 |
| INTU | INTUIT | $43.74万 | 0.20% | 1,676 | -3,720 | -68.9% | -$97.09万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.35万 | 0.21% | 1,959 | -150 | -7.1% | -$3.55万 | 减仓 |
| BLK | BLACKROCK INC | $48.08万 | 0.22% | 500 | 27 | 5.7% | $2.60万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $48.38万 | 0.22% | 15,305 | -11,379 | -42.6% | -$35.97万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.48万 | 0.26% | 9,802 | -15 | -0.2% | -$864 | 减仓 |
| ROL | ROLLINS INC | $57.82万 | 0.26% | 13,851 | -8,632 | -38.4% | -$36.03万 | 减仓 |
| SYK | STRYKER CORPORATION | $66.05万 | 0.30% | 2,098 | -1,276 | -37.8% | -$40.17万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.37万 | 0.30% | 2,964 | -2,249 | -43.1% | -$50.36万 | 减仓 |
| CSCO | CISCO SYS INC | $69.27万 | 0.32% | 5,897 | 525 | 9.8% | $6.17万 | 加仓 |
| MGK | VANGUARD WORLD FD | $69.27万 | 0.32% | 7,880 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $71.14万 | 0.32% | 8,610 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $72.08万 | 0.33% | 2,650 | 21 | 0.8% | $5,712 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $76.07万 | 0.35% | 2,000 | 2,000 | — | $76.07万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $79.70万 | 0.36% | 8,226 | -5,455 | -39.9% | -$52.85万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $79.79万 | 0.36% | 7,730 | 7,730 | — | $79.79万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $79.84万 | 0.36% | 625 | -500 | -44.4% | -$63.88万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.15万 | 0.37% | 3,814 | 2,336 | 158.1% | $49.71万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $81.49万 | 0.37% | 5,743 | 2,743 | 91.4% | $38.92万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $84.26万 | 0.38% | 5,746 | -3,502 | -37.9% | -$51.35万 | 减仓 |
| ECL | ECOLAB INC | $85.64万 | 0.39% | 3,074 | -2,023 | -39.7% | -$56.36万 | 减仓 |
| IWF | ISHARES TR | $86.22万 | 0.39% | 6,944 | -540 | -7.2% | -$6.71万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $89.98万 | 0.41% | 4,129 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $90.01万 | 0.41% | 3,964 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $90.60万 | 0.41% | 9,117 | -906 | -9.0% | -$9.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $91.98万 | 0.42% | 16,142 | 64 | 0.4% | $3,647 | 加仓 |
| COR | CENCORA INC | $92.90万 | 0.42% | 3,283 | -1,018 | -23.7% | -$28.81万 | 减仓 |
| WM | WASTE MGMT INC DEL | $93.20万 | 0.43% | 4,181 | -1,871 | -30.9% | -$41.71万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $95.41万 | 0.44% | 10,407 | -6,286 | -37.7% | -$57.63万 | 减仓 |
| IDXX | IDEXX LABS INC | $97.08万 | 0.44% | 1,844 | -541 | -22.7% | -$28.48万 | 减仓 |
| IWO | ISHARES TR | $98.49万 | 0.45% | 2,500 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $98.62万 | 0.45% | 2,500 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $101.38万 | 0.46% | 12,238 | 12,238 | — | $101.38万 | 新建仓 |
| GOOGL | ALPHABET INC | $102.22万 | 0.47% | 2,860 | 10 | 0.4% | $3,574 | 加仓 |
| VB | VANGUARD INDEX FDS | $103.70万 | 0.47% | 3,421 | 39 | 1.2% | $1.18万 | 加仓 |
| — | EXXON MOBIL CORP | $109.17万 | 0.50% | 7,985 | -23 | -0.3% | -$3,145 | 减仓 |
| PEP | PEPSICO INC | $121.99万 | 0.56% | 9,010 | -8,564 | -48.7% | -$115.95万 | 减仓 |
| IVW | ISHARES TR | $126.53万 | 0.58% | 9,200 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $126.98万 | 0.58% | 2,472 | -595 | -19.4% | -$30.56万 | 减仓 |
| IGSB | ISHARES TR | $126.99万 | 0.58% | 24,231 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $127.72万 | 0.58% | 5,000 | 5,000 | — | $127.72万 | 新建仓 |
| MXL | MAXLINEAR INC | $128.03万 | 0.58% | 10,000 | 10,000 | — | $128.03万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.33万 | 0.59% | 3,088 | -1,849 | -37.5% | -$76.84万 | 减仓 |
| IXUS | ISHARES TR | $145.23万 | 0.66% | 15,217 | 1,737 | 12.9% | $16.58万 | 加仓 |
| WMT | WALMART INC | $149.63万 | 0.68% | 13,211 | -1,911 | -12.6% | -$21.64万 | 减仓 |
| SHY | ISHARES TR | $156.26万 | 0.71% | 19,030 | -1,517 | -7.4% | -$12.46万 | 减仓 |
| LLY | ELI LILLY & CO | $170.32万 | 0.78% | 1,420 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $171.45万 | 0.78% | 1,610 | -3 | -0.2% | -$3,195 | 减仓 |
| SGOV | ISHARES TR | $171.72万 | 0.78% | 17,058 | -799 | -4.5% | -$8.04万 | 减仓 |