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 |
|---|---|---|---|---|---|---|---|---|
| VXUS | VANGUARD STAR FDS | $33.01万 | 0.15% | 3,861 | 11 | 0.3% | $940 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.06万 | 0.15% | 1,140 | -10 | -0.9% | -$2,812 | 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 |
| RMD | RESMED INC | $29.52万 | 0.13% | 1,515 | -11 | -0.7% | -$2,144 | 减仓 |
| ZTS | ZOETIS INC | $29.46万 | 0.13% | 4,100 | -110 | -2.6% | -$7,905 | 减仓 |
| MGC | VANGUARD WORLD FD | $29.39万 | 0.13% | 1,074 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $28.85万 | 0.13% | 1,896 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $27.60万 | 0.13% | 4,541 | 4,541 | — | $27.60万 | 新建仓 |
| BX | BLACKSTONE INC | $27.36万 | 0.12% | 2,325 | -10 | -0.4% | -$1,177 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $27.03万 | 0.12% | 3,571 | -1,124 | -23.9% | -$8.51万 | 减仓 |
| ABBV | ABBVIE INC | $26.86万 | 0.12% | 1,067 | 12 | 1.1% | $3,021 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $26.21万 | 0.12% | 1,300 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $25.78万 | 0.12% | 8,903 | 931 | 11.7% | $2.70万 | 加仓 |
| V | VISA INC | $25.55万 | 0.12% | 745 | 14 | 1.9% | $4,801 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $25.06万 | 0.11% | 6,912 | 471 | 7.3% | $1.71万 | 加仓 |
| MCD | MCDONALDS CORP | $24.88万 | 0.11% | 920 | -41 | -4.3% | -$1.11万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $24.59万 | 0.11% | 7,755 | -15 | -0.2% | -$476 | 减仓 |
| — | NATIONAL STORAGE AFFILIATES | $24.42万 | 0.11% | 5,492 | 84 | 1.6% | $3,735 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $23.69万 | 0.11% | 1,329 | 4 | 0.3% | $713 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $23.41万 | 0.11% | 9,616 | 0 | 0.0% | — | 不变 |
| UNFI | UNITED NAT FOODS INC | $22.84万 | 0.10% | 5,000 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $22.60万 | 0.10% | 53,046 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $21.64万 | 0.10% | 726 | 726 | — | $21.64万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $21.61万 | 0.10% | 851 | 30 | 3.7% | $7,619 | 加仓 |
| USMV | ISHARES TR | $20.92万 | 0.10% | 2,169 | 0 | 0.0% | — | 不变 |
| ACI | ALBERTSONS COMPANIES INC | $16.59万 | 0.08% | 12,258 | 0 | 0.0% | — | 不变 |
| GROY | GOLD ROYALTY CORP | $13.25万 | 0.06% | 48,000 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION | $6.87万 | 0.03% | 30,000 | 30,000 | — | $6.87万 | 新建仓 |
| DNUT | KRISPY KREME INC | $6.02万 | 0.03% | 17,064 | 0 | 0.0% | — | 不变 |
| 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 |