13F 机构持仓

Pacific Point Advisors, LLC

SAN DIEGO CA · SEC CIK 0002056976

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.19亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIL 18.7%
AAPL 3.2%
TSLA 3.2%
IAU 3.2%
GOOG 2.4%
HUBB 2.1%
MSFT 1.8%
TSM 1.7%
GLD 1.5%
PEP 1.4%

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
HD HOME DEPOT INC $37.79万0.20%1,149 10510.1% $3.45万 加仓
GSLC GOLDMAN SACHS ETF TR $37.54万0.20%3,000 00.0% — 不变
BSV VANGUARD BD INDEX FDS $35.57万0.19%4,537 00.0% — 不变
VBIL VANGUARD INSTL INDEX FD $35.51万0.19%4,695 4,695— $35.51万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $34.60万0.18%722 121.7% $5,750 加仓
RMD RESMED INC $34.26万0.18%1,526 110.7% $2,469 加仓
VCSH VANGUARD SCOTTSDALE FDS $33.69万0.18%4,250 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $32.06万0.17%12,952 -351-2.6% -$8,687 减仓
MCD MCDONALDS CORP $29.87万0.16%961 -23-2.3% -$7,149 减仓
VXUS VANGUARD STAR FDS $29.69万0.16%3,850 3,850— $29.69万 新建仓
RSP INVESCO EXCHANGE TRADED FD T $28.36万0.15%1,478 17313.3% $3.32万 加仓
IBM INTERNATIONAL BUSINESS MACHS $27.87万0.15%1,150 100.9% $2,424 加仓
SDY SPDR SERIES TRUST $27.67万0.15%1,896 00.0% — 不变
TEL TE CONNECTIVITY PLC $27.17万0.14%1,300 -198-13.2% -$4.14万 减仓
BX BLACKSTONE INC $26.85万0.14%2,335 100.4% $1,150 加仓
DC DAKOTA GOLD CORP $26.79万0.14%53,046 -200-0.4% -$1,010 减仓
MGC VANGUARD WORLD FD $25.38万0.13%1,074 00.0% — 不变
SCHD SCHWAB STRATEGIC TR $23.84万0.13%7,770 7,770— $23.84万 新建仓
MMIT NEW YORK LIFE INVTS ACTIVE E $23.18万0.12%9,616 -4,083-29.8% -$9.84万 减仓
ABBV ABBVIE INC $22.95万0.12%1,055 151.4% $3,263 加仓
UNFI UNITED NAT FOODS INC $22.53万0.12%5,000 5,000— $22.53万 新建仓
BKNG BOOKING HOLDINGS INC $22.31万0.12%53 -1-1.9% -$4,210 减仓
V VISA INC $22.11万0.12%731 142.0% $4,234 加仓
SCHE SCHWAB STRATEGIC TR $21.22万0.11%6,441 -423-6.2% -$1.39万 减仓
ACI ALBERTSONS COS INC $20.89万0.11%12,258 00.0% — 不变
MDLZ MONDELEZ INTL INC $20.42万0.11%3,543 -305-7.9% -$1.76万 重新持有
— NATIONAL STORAGE AFFILIATES $20.41万0.11%5,408 5,408— $20.41万 新建仓
LIN LINDE PLC $20.38万0.11%411 411— $20.38万 新建仓
USMV ISHARES TR $20.12万0.11%2,169 00.0% — 不变
JNJ JOHNSON & JOHNSON $20.07万0.11%821 821— $20.07万 新建仓
SCHB SCHWAB STRATEGIC TR $20.01万0.11%7,972 00.0% — 不变
GROY GOLD ROYALTY CORP $17.18万0.09%48,000 00.0% — 不变
DNUT KRISPY KREME INC $5.78万0.03%17,064 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $00.00%0 -12,000-100.0% -$172.67万 清仓
APP APPLOVIN CORP $00.00%0 -1,800-100.0% -$121.29万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -1,874-100.0% -$117.53万 清仓
SPYI NEOS ETF TRUST $00.00%0 -22,040-100.0% -$115.78万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -1,500-100.0% -$70.31万 清仓
CRWV COREWEAVE INC $00.00%0 -8,000-100.0% -$57.29万 清仓
AXON AXON ENTERPRISE INC $00.00%0 -1,000-100.0% -$56.79万 清仓
HOOD ROBINHOOD MKTS INC $00.00%0 -5,000-100.0% -$56.55万 清仓
IBIT ISHARES BITCOIN TRUST ETF $00.00%0 -10,000-100.0% -$49.65万 清仓
TDOC TELADOC HEALTH INC $00.00%0 -70,000-100.0% -$49.00万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -5,000-100.0% -$40.85万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -1,500-100.0% -$33.92万 清仓
PFE PFIZER INC $00.00%0 -12,418-100.0% -$30.92万 清仓
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -10,358-100.0% -$21.75万 清仓