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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $3,548.73万 | 18.72% | 387,247 | 72,922 | 23.2% | $668.26万 | 加仓 |
| AAPL | APPLE INC | $615.86万 | 3.25% | 24,266 | 444 | 1.9% | $11.27万 | 加仓 |
| TSLA | TESLA INC | $608.48万 | 3.21% | 16,368 | 23 | 0.1% | $8,550 | 加仓 |
| IAU | ISHARES GOLD TR | $607.09万 | 3.20% | 68,862 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $457.39万 | 2.41% | 15,945 | -4 | -0.0% | -$1,147 | 减仓 |
| HUBB | HUBBELL INC | $397.74万 | 2.10% | 8,105 | 1 | 0.0% | $491 | 加仓 |
| MSFT | MICROSOFT CORP | $336.84万 | 1.78% | 9,100 | 113 | 1.3% | $4.18万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $314.02万 | 1.66% | 9,292 | -51 | -0.5% | -$1.72万 | 减仓 |
| GLD | SPDR GOLD TR | $280.38万 | 1.48% | 6,516 | 3,214 | 97.3% | $138.30万 | 加仓 |
| PEP | PEPSICO INC | $272.91万 | 1.44% | 17,574 | 32 | 0.2% | $4,969 | 加仓 |
| INTU | INTUIT | $233.32万 | 1.23% | 5,396 | 297 | 5.8% | $12.84万 | 加仓 |
| ASML | ASML HLDG NV | $232.33万 | 1.23% | 1,759 | 5 | 0.3% | $6,604 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $232.14万 | 1.22% | 2,330 | 60 | 2.6% | $5.98万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $210.83万 | 1.11% | 3,000 | 1,200 | 66.7% | $84.33万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $210.49万 | 1.11% | 22,803 | -54 | -0.2% | -$4,985 | 减仓 |
| AMZN | AMAZON COM INC | $208.33万 | 1.10% | 10,003 | 642 | 6.9% | $13.37万 | 加仓 |
| BG | BUNGE GLOBAL SA | $205.01万 | 1.08% | 16,117 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $198.47万 | 1.05% | 5,549 | 15 | 0.3% | $5,365 | 加仓 |
| BE | BLOOM ENERGY CORP | $189.69万 | 1.00% | 14,000 | 4,000 | 40.0% | $54.20万 | 加仓 |
| AVGO | BROADCOM INC | $189.48万 | 1.00% | 6,122 | -3,760 | -38.0% | -$116.38万 | 减仓 |
| WMT | WALMART INC | $187.93万 | 0.99% | 15,122 | -33 | -0.2% | -$4,101 | 减仓 |
| NVDA | NVIDIA CORPORATION | $179.86万 | 0.95% | 10,313 | 724 | 7.6% | $12.63万 | 加仓 |
| SGOV | ISHARES TR | $179.75万 | 0.95% | 17,857 | -2,806 | -13.6% | -$28.25万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $174.91万 | 0.92% | 14,246 | -65 | -0.5% | -$7,981 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $173.01万 | 0.91% | 34,678 | -16,032 | -31.6% | -$79.98万 | 减仓 |
| DVY | ISHARES TR | $172.35万 | 0.91% | 11,383 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $169.66万 | 0.90% | 20,547 | 0 | 0.0% | — | 不变 |
| AAOI | APPLIED OPTOELECTRONICS INC | $169.18万 | 0.89% | 20,000 | -20,000 | -50.0% | -$169.18万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $169.12万 | 0.89% | 2,742 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $168.92万 | 0.89% | 5,000 | 3,000 | 150.0% | $101.35万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $163.63万 | 0.86% | 5,101 | 4,131 | 425.9% | $132.52万 | 加仓 |
| HSY | HERSHEY CO | $162.17万 | 0.86% | 7,801 | -144 | -1.8% | -$2.99万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $153.26万 | 0.81% | 3,067 | 9 | 0.3% | $4,497 | 加仓 |
| IJR | ISHARES TR | $149.09万 | 0.79% | 11,993 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $148.13万 | 0.78% | 21,936 | -260 | -1.2% | -$1.76万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $142.27万 | 0.75% | 16,693 | -105 | -0.6% | -$8,949 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $141.88万 | 0.75% | 1,125 | 2 | 0.2% | $2,522 | 加仓 |
| VSTS | VESTIS CORPORATION | $140.13万 | 0.74% | 178,277 | -36,409 | -17.0% | -$28.62万 | 减仓 |
| WM | WASTE MGMT INC DEL | $139.06万 | 0.73% | 6,052 | 69 | 1.2% | $1.59万 | 加仓 |
| — | EXXON MOBIL CORP | $135.86万 | 0.72% | 8,008 | 35 | 0.4% | $5,938 | 加仓 |
| ECL | ECOLAB INC | $135.60万 | 0.72% | 5,097 | -79 | -1.5% | -$2.10万 | 减仓 |
| COR | CENCORA INC | $135.10万 | 0.71% | 4,301 | -7 | -0.2% | -$2,199 | 减仓 |
| IDXX | IDEXX LABS INC | $134.01万 | 0.71% | 2,385 | 5 | 0.2% | $2,809 | 加仓 |
| QQQ | INVESCO QQQ TR | $133.69万 | 0.71% | 2,316 | 357 | 18.2% | $20.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $133.59万 | 0.70% | 4,937 | -91 | -1.8% | -$2.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $133.58万 | 0.70% | 9,248 | 253 | 2.8% | $3.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $132.14万 | 0.70% | 4,492 | 147 | 3.4% | $4.32万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $131.96万 | 0.70% | 14,208 | -31 | -0.2% | -$2,879 | 减仓 |
| IVV | ISHARES TR | $131.05万 | 0.69% | 2,006 | 730 | 57.2% | $47.69万 | 加仓 |
| GEV | GE VERNOVA INC | $130.94万 | 0.69% | 1,500 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $130.61万 | 0.69% | 1,420 | 7 | 0.5% | $6,438 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $127.67万 | 0.67% | 13,681 | 596 | 4.6% | $5.56万 | 加仓 |
| IGSB | ISHARES TR | $127.36万 | 0.67% | 24,231 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $127.07万 | 0.67% | 2,000 | 2,000 | — | $127.07万 | 新建仓 |
| RDDT | REDDIT INC | $121.19万 | 0.64% | 9,000 | 4,000 | 80.0% | $53.86万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $120.88万 | 0.64% | 26,684 | 33 | 0.1% | $1,495 | 加仓 |
| ROL | ROLLINS INC | $120.08万 | 0.63% | 22,483 | -17 | -0.1% | -$908 | 减仓 |
| IXUS | ISHARES TR | $116.79万 | 0.62% | 13,480 | 13,480 | — | $116.79万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $115.21万 | 0.61% | 5,392 | -108 | -2.0% | -$2.31万 | 减仓 |
| CAT | CATERPILLAR INC | $114.27万 | 0.60% | 1,613 | 4 | 0.2% | $2,834 | 加仓 |
| SYK | STRYKER CORPORATION | $110.87万 | 0.58% | 3,374 | 26 | 0.8% | $8,543 | 加仓 |
| ALAB | ASTERA LABS INC | $109.60万 | 0.58% | 10,000 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $108.43万 | 0.57% | 321 | -9 | -2.7% | -$3.04万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $105.93万 | 0.56% | 5,213 | 259 | 5.2% | $5.26万 | 加仓 |
| IVW | ISHARES TR | $104.06万 | 0.55% | 9,200 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $100.75万 | 0.53% | 9,722 | 505 | 5.5% | $5.23万 | 加仓 |
| BILS | SPDR SERIES TRUST | $99.66万 | 0.53% | 10,023 | -6,066 | -37.7% | -$60.32万 | 减仓 |
| MKC | MCCORMICK & CO INC | $98.07万 | 0.52% | 19,444 | -338 | -1.7% | -$1.70万 | 减仓 |
| META | META PLATFORMS INC | $97.44万 | 0.51% | 1,703 | 211 | 14.1% | $12.07万 | 加仓 |
| PAYX | PAYCHEX INC | $93.07万 | 0.49% | 10,103 | 998 | 11.0% | $9.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $88.58万 | 0.47% | 3,382 | -7 | -0.2% | -$1,833 | 减仓 |
| IVE | ISHARES TR | $83.70万 | 0.44% | 3,964 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $81.96万 | 0.43% | 2,850 | 399 | 16.3% | $11.47万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $81.01万 | 0.43% | 4,129 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $79.78万 | 0.42% | 1,871 | -17 | -0.9% | -$7,249 | 减仓 |
| IWO | ISHARES TR | $78.45万 | 0.41% | 2,500 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $78.38万 | 0.41% | 16,078 | 55 | 0.3% | $2,681 | 加仓 |
| FDS | FACTSET RESH SYS INC | $74.98万 | 0.40% | 3,455 | 144 | 4.3% | $3.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $73.14万 | 0.39% | 5,000 | 5,000 | — | $73.14万 | 新建仓 |
| UNP | UNION PAC CORP | $63.78万 | 0.34% | 2,629 | -43 | -1.6% | -$1.04万 | 减仓 |
| NET | CLOUDFLARE INC | $61.90万 | 0.33% | 3,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $59.55万 | 0.31% | 2,500 | -2,500 | -50.0% | -$59.55万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $59.54万 | 0.31% | 9,817 | 15 | 0.2% | $910 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $58.50万 | 0.31% | 1,435 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $57.91万 | 0.31% | 1,576 | 50 | 3.3% | $1.84万 | 加仓 |
| CLS | CELESTICA INC | $56.34万 | 0.30% | 2,000 | 2,000 | — | $56.34万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $54.64万 | 0.29% | 2,300 | -1,847 | -44.5% | -$43.88万 | 减仓 |
| ZTS | ZOETIS INC | $49.77万 | 0.26% | 4,210 | 73 | 1.8% | $8,629 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.62万 | 0.26% | 2,350 | -325 | -12.1% | -$6.72万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $45.70万 | 0.24% | 6,000 | 6,000 | — | $45.70万 | 新建仓 |
| BLK | BLACKROCK INC | $45.49万 | 0.24% | 473 | 2 | 0.4% | $1,923 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.36万 | 0.24% | 2,109 | -2,869 | -57.6% | -$61.70万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $44.43万 | 0.23% | 904 | 7 | 0.8% | $3,441 | 加仓 |
| CSCO | CISCO SYS INC | $41.68万 | 0.22% | 5,372 | 447 | 9.1% | $3.47万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $41.40万 | 0.22% | 2,035 | -3,967 | -66.1% | -$80.70万 | 减仓 |
| RTX | RTX CORPORATION | $39.87万 | 0.21% | 2,067 | 14 | 0.7% | $2,701 | 加仓 |
| TJX | TJX COS INC NEW | $39.03万 | 0.21% | 2,444 | 32 | 1.3% | $5,110 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $38.63万 | 0.20% | 594 | 594 | — | $38.63万 | 新建仓 |
| YUM | YUM BRANDS INC | $38.01万 | 0.20% | 2,445 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $37.81万 | 0.20% | 10,000 | 10,000 | — | $37.81万 | 新建仓 |