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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $3,838.09万 | 17.53% | 418,822 | 31,575 | 8.2% | $289.35万 | 加仓 |
| IVV | ISHARES TR | $724.41万 | 3.31% | 9,673 | 7,667 | 382.2% | $574.18万 | 加仓 |
| TSLA | TESLA INC | $703.16万 | 3.21% | 16,718 | 350 | 2.1% | $14.72万 | 加仓 |
| AAPL | APPLE INC | $693.59万 | 3.17% | 23,970 | -296 | -1.2% | -$8.57万 | 减仓 |
| GOOG | ALPHABET INC | $538.22万 | 2.46% | 15,233 | -712 | -4.5% | -$25.16万 | 减仓 |
| IAU | ISHARES GOLD TR | $524.90万 | 2.40% | 69,514 | 652 | 0.9% | $4.92万 | 加仓 |
| HUBB | HUBBELL INC | $424.32万 | 1.94% | 8,110 | 5 | 0.1% | $2,616 | 加仓 |
| AVGO | BROADCOM INC | $406.84万 | 1.86% | 10,770 | 4,648 | 75.9% | $175.58万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $404.00万 | 1.85% | 3,500 | -1,500 | -30.0% | -$173.14万 | 减仓 |
| ALAB | ASTERA LABS INC | $386.42万 | 1.76% | 8,000 | -2,000 | -20.0% | -$96.60万 | 减仓 |
| BE | BLOOM ENERGY CORP | $363.24万 | 1.66% | 12,000 | -2,000 | -14.3% | -$60.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $310.09万 | 1.42% | 8,313 | -787 | -8.6% | -$29.36万 | 减仓 |
| VSTS | VESTIS CORPORATION | $307.06万 | 1.40% | 211,477 | 33,200 | 18.6% | $48.21万 | 加仓 |
| ASML | ASML HLDG NV | $305.98万 | 1.40% | 1,538 | -221 | -12.6% | -$43.97万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $274.97万 | 1.26% | 13,742 | 3,429 | 33.2% | $68.61万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $270.97万 | 1.24% | 5,674 | -3,618 | -38.9% | -$172.78万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $266.69万 | 1.22% | 18,000 | -2,000 | -10.0% | -$29.63万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $249.90万 | 1.14% | 3,553 | 811 | 29.6% | $57.04万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $248.42万 | 1.13% | 28,303 | 14,095 | 99.2% | $123.71万 | 加仓 |
| GLD | SPDR GOLD TR | $240.04万 | 1.10% | 6,516 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $236.90万 | 1.08% | 5,467 | 75 | 1.4% | $3.25万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $233.06万 | 1.06% | 4,012 | 1,977 | 97.1% | $114.85万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $230.70万 | 1.05% | 6,235 | 1,134 | 22.2% | $41.96万 | 加仓 |
| SNDK | SANDISK CORP | $227.37万 | 1.04% | 1,000 | -1,000 | -50.0% | -$227.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $225.99万 | 1.03% | 2,416 | 86 | 3.7% | $8.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $225.01万 | 1.03% | 6,874 | 2,382 | 53.0% | $77.97万 | 加仓 |
| AMZN | AMAZON COM INC | $224.28万 | 1.02% | 9,410 | -593 | -5.9% | -$14.13万 | 减仓 |
| SITM | SITIME CORP | $223.67万 | 1.02% | 3,000 | 3,000 | — | $223.67万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $215.49万 | 0.98% | 77,795 | 64,843 | 500.6% | $179.62万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $214.51万 | 0.98% | 2,500 | -500 | -16.7% | -$42.90万 | 减仓 |
| META | META PLATFORMS INC | $210.67万 | 0.96% | 3,740 | 2,037 | 119.6% | $114.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $210.40万 | 0.96% | 12,385 | -1,861 | -13.1% | -$31.61万 | 减仓 |
| IJH | ISHARES TR | $202.46万 | 0.92% | 26,256 | 4,320 | 19.7% | $33.31万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $200.00万 | 0.91% | 6,000 | 6,000 | — | $200.00万 | 新建仓 |
| ETN | EATON CORP PLC | $195.59万 | 0.89% | 4,590 | -959 | -17.3% | -$40.86万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $192.68万 | 0.88% | 6,360 | 4,060 | 176.5% | $123.00万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $186.22万 | 0.85% | 20,222 | -2,581 | -11.3% | -$23.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $185.15万 | 0.85% | 2,514 | 198 | 8.5% | $14.58万 | 加仓 |
| DVY | ISHARES TR | $177.92万 | 0.81% | 11,383 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $177.87万 | 0.81% | 11,993 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $176.23万 | 0.80% | 1,500 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $175.40万 | 0.80% | 34,678 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA | $172.02万 | 0.79% | 16,117 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $171.72万 | 0.78% | 17,058 | -799 | -4.5% | -$8.04万 | 减仓 |
| CAT | CATERPILLAR INC | $171.45万 | 0.78% | 1,610 | -3 | -0.2% | -$3,195 | 减仓 |
| LLY | ELI LILLY & CO | $170.32万 | 0.78% | 1,420 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $156.26万 | 0.71% | 19,030 | -1,517 | -7.4% | -$12.46万 | 减仓 |
| WMT | WALMART INC | $149.63万 | 0.68% | 13,211 | -1,911 | -12.6% | -$21.64万 | 减仓 |
| IXUS | ISHARES TR | $145.23万 | 0.66% | 15,217 | 1,737 | 12.9% | $16.58万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.33万 | 0.59% | 3,088 | -1,849 | -37.5% | -$76.84万 | 减仓 |
| MXL | MAXLINEAR INC | $128.03万 | 0.58% | 10,000 | 10,000 | — | $128.03万 | 新建仓 |
| GLW | CORNING INC | $127.72万 | 0.58% | 5,000 | 5,000 | — | $127.72万 | 新建仓 |
| IGSB | ISHARES TR | $126.99万 | 0.58% | 24,231 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $126.98万 | 0.58% | 2,472 | -595 | -19.4% | -$30.56万 | 减仓 |
| IVW | ISHARES TR | $126.53万 | 0.58% | 9,200 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $121.99万 | 0.56% | 9,010 | -8,564 | -48.7% | -$115.95万 | 减仓 |
| — | EXXON MOBIL CORP | $109.17万 | 0.50% | 7,985 | -23 | -0.3% | -$3,145 | 减仓 |
| VB | VANGUARD INDEX FDS | $103.70万 | 0.47% | 3,421 | 39 | 1.2% | $1.18万 | 加仓 |
| GOOGL | ALPHABET INC | $102.22万 | 0.47% | 2,860 | 10 | 0.4% | $3,574 | 加仓 |
| IEMG | ISHARES INC | $101.38万 | 0.46% | 12,238 | 12,238 | — | $101.38万 | 新建仓 |
| COHR | COHERENT CORP | $98.62万 | 0.45% | 2,500 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $98.49万 | 0.45% | 2,500 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $97.08万 | 0.44% | 1,844 | -541 | -22.7% | -$28.48万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $95.41万 | 0.44% | 10,407 | -6,286 | -37.7% | -$57.63万 | 减仓 |
| WM | WASTE MGMT INC DEL | $93.20万 | 0.43% | 4,181 | -1,871 | -30.9% | -$41.71万 | 减仓 |
| COR | CENCORA INC | $92.90万 | 0.42% | 3,283 | -1,018 | -23.7% | -$28.81万 | 减仓 |
| BAC | BANK OF AMER CORP | $91.98万 | 0.42% | 16,142 | 64 | 0.4% | $3,647 | 加仓 |
| BILS | SPDR SERIES TRUST | $90.60万 | 0.41% | 9,117 | -906 | -9.0% | -$9.00万 | 减仓 |
| IVE | ISHARES TR | $90.01万 | 0.41% | 3,964 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $89.98万 | 0.41% | 4,129 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $86.22万 | 0.39% | 6,944 | -540 | -7.2% | -$6.71万 | 减仓 |
| ECL | ECOLAB INC | $85.64万 | 0.39% | 3,074 | -2,023 | -39.7% | -$56.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $84.26万 | 0.38% | 5,746 | -3,502 | -37.9% | -$51.35万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $81.49万 | 0.37% | 5,743 | 2,743 | 91.4% | $38.92万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $81.15万 | 0.37% | 3,814 | 2,336 | 158.1% | $49.71万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $79.84万 | 0.36% | 625 | -500 | -44.4% | -$63.88万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $79.79万 | 0.36% | 7,730 | 7,730 | — | $79.79万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $79.70万 | 0.36% | 8,226 | -5,455 | -39.9% | -$52.85万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $76.07万 | 0.35% | 2,000 | 2,000 | — | $76.07万 | 新建仓 |
| UNP | UNION PAC CORP | $72.08万 | 0.33% | 2,650 | 21 | 0.8% | $5,712 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $71.14万 | 0.32% | 8,610 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $69.27万 | 0.32% | 7,880 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $69.27万 | 0.32% | 5,897 | 525 | 9.8% | $6.17万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $66.37万 | 0.30% | 2,964 | -2,249 | -43.1% | -$50.36万 | 减仓 |
| SYK | STRYKER CORPORATION | $66.05万 | 0.30% | 2,098 | -1,276 | -37.8% | -$40.17万 | 减仓 |
| ROL | ROLLINS INC | $57.82万 | 0.26% | 13,851 | -8,632 | -38.4% | -$36.03万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $56.48万 | 0.26% | 9,802 | -15 | -0.2% | -$864 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $48.38万 | 0.22% | 15,305 | -11,379 | -42.6% | -$35.97万 | 减仓 |
| BLK | BLACKROCK INC | $48.08万 | 0.22% | 500 | 27 | 5.7% | $2.60万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $46.35万 | 0.21% | 1,959 | -150 | -7.1% | -$3.55万 | 减仓 |
| INTU | INTUIT | $43.74万 | 0.20% | 1,676 | -3,720 | -68.9% | -$97.09万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $43.72万 | 0.20% | 872 | -32 | -3.5% | -$1.60万 | 减仓 |
| RTX | RTX CORPORATION | $39.48万 | 0.18% | 2,081 | 14 | 0.7% | $2,656 | 加仓 |
| CVX | CHEVRON CORPORATION | $39.12万 | 0.18% | 2,360 | 10 | 0.4% | $1,657 | 加仓 |
| YUM | YUM BRANDS INC | $39.09万 | 0.18% | 2,445 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $38.15万 | 0.17% | 2,518 | 74 | 3.0% | $1.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.83万 | 0.17% | 736 | 14 | 1.9% | $7,005 | 加仓 |
| HD | HOME DEPOT INC | $36.46万 | 0.17% | 1,034 | -115 | -10.0% | -$4.06万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $35.35万 | 0.16% | 4,537 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $33.59万 | 0.15% | 4,250 | 0 | 0.0% | — | 不变 |