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HighPoint Advisor Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
HighPoint Advisor Group LLC
报告期 2026-03-31 · CIK 0001616034
持仓数
642
前50大市值合计
$1.43B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
22Q2
21Q3
21Q2
23Q4 调仓
2022-06-30 → 2023-12-31 · 共 150 项
建仓 25
增持 91
减持 26
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$70.0M
911,214
+52%
减持
NVDA
NVIDIA CORP
+$58.2M
72,876
-0%
增持
MSFT
MICROSOFT CORP
+$27.3M
171,218
+1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AMZN
AMAZON.COM INC
+$23.0M
274,182
+19%
增持
JPM
JPMORGAN CHASE & CO
+$17.8M
186,490
+13%
增持
META
META PLATFORMS INC CL A
+$16.5M
43,177
+40%
增持
TSLA
TESLA INC
-$10.3M
93,795
+146%
增持
LLY
ELI LILLY & CO
+$9.3M
16,946
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$7.9M
43,858
+20%
减持
BMO
BANK MONTREAL QUEBEC
-$7.8M
2,397
-97%
增持
CEG
CONSTELLATION ENERGY CORP
+$7.1M
44,442
+107%
增持
WM
WASTE MANAGEMENT INC DEL
+$7.1M
47,147
+153%
增持
GOOGL
ALPHABET INC CL A
+$7.0M
131,938
+2262%
增持
CAT
CATERPILLAR INC
+$6.7M
35,886
+1%
增持
COST
COSTCO WHOLESALE CORP
+$6.4M
16,961
+39%
增持
ABBV
ABBVIE INC
+$6.3M
176,101
+7%
增持
AVGO
BROADCOM INC
+$6.0M
6,703
+6%
建仓
GE
GENERAL ELECTRIC CO
+$5.7M
33,129
增持
COKE
COCA-COLA CONSOLIDATED INC
+$5.6M
19,834
+3%
建仓
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
+$5.2M
161,295
增持
MA
MASTERCARD INC CL A
+$5.1M
22,163
+31%
增持
GOOG
ALPHABET INC CL C
+$4.6M
118,122
+1952%
增持
NFLX
NETFLIX INC
+$4.5M
9,981
+3%
增持
V
VISA INC CL A
+$4.3M
38,537
+19%
减持
—
EXXON MOBIL CORP
+$4.1M
157,042
-6%
增持
WMT
WALMART INC
+$4.0M
152,799
+262%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.8M
34,697
+11%
增持
HD
HOME DEPOT INC
+$3.7M
32,832
+5%
减持
JNJ
JOHNSON & JOHNSON
-$3.5M
73,869
-12%
增持
UBER
UBER TECHNOLOGIES INC
+$3.4M
46,888
+209%
建仓
—
ARISTA NETWORKS INC
+$3.3M
10,701
增持
ALL
ALLSTATE CORP
+$3.0M
32,462
+74%
增持
IBM
INTL BUSINESS MACHINES CORP
+$2.9M
45,735
+11%
增持
AXP
AMERICAN EXPRESS CO
+$2.9M
29,198
+9%
建仓
FICO
FAIR ISAAC CORP
+$2.9M
2,288
建仓
—
ROYAL CARIBBEAN GROUP
+$2.8M
20,816
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$2.7M
52,551
-26%
减持
FSK
FS KKR CAPITAL CORP NEW
-$2.6M
174,844
-38%
建仓
—
LINDE PLC NEW
+$2.5M
5,400
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$2.4M
11,660
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.4M
150,128
-9%
建仓
NVO
NOVO NORDISK AS ADR
+$2.3M
18,130
增持
UNH
UNITEDHEALTH GROUP INC
+$2.2M
21,375
+35%
增持
PG
PROCTER & GAMBLE CO
+$2.1M
110,468
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.1M
11,476
+42%
增持
CVX
CHEVRON CORP
+$2.1M
47,461
+25%
增持
—
CARNIVAL CORP PAIRED CTF 1 COM CARNIVL CRP & 1 TR SH BEN INT P&O PRINCESS
+$2.1M
129,209
+728%
减持
—
SUPER MICRO COMPUTER INC
+$2.0M
2,434
-81%
增持
ITW
ILLINOIS TOOL WORKS INC
+$2.0M
15,652
+31%
减持
T
AT&T INC
-$2.0M
335,772
-8%
减持
CRM
SALESFORCE INC
+$2.0M
18,455
-13%
减持
MRK
MERCK & COMPANY INC
+$1.9M
62,648
-2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$1.9M
9,670
+43%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$1.9M
2,674
+55%
增持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$1.8M
38,286
+397%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$1.8M
80,195
-12%
增持
COP
CONOCOPHILLIPS
+$1.8M
24,361
+56%
增持
QCOM
QUALCOMM INC
+$1.8M
32,001
+13%
增持
SCHW
SCHWAB CHARLES CORP NEW
+$1.8M
44,848
+97%
增持
SNPS
SYNOPSYS INC
+$1.7M
3,921
+117%
增持
—
ACCENTURE PLC IRELAND CL A NEW
+$1.7M
13,005
+34%
增持
MS
MORGAN STANLEY
+$1.6M
36,794
+63%
增持
MCK
MCKESSON CORP
+$1.6M
4,008
+141%
建仓
PWR
QUANTA SERVICES INC
+$1.6M
6,241
增持
WFC
WELLS FARGO & CO NEW
+$1.6M
59,273
+32%
增持
—
LAM RESEARCH CORP
+$1.5M
2,226
+41%
减持
—
EATON CORP PLC
+$1.5M
8,739
-7%
减持
ORCL
ORACLE CORP
+$1.5M
29,908
-5%
增持
INTU
INTUIT INC
+$1.5M
4,389
+36%
增持
LOW
LOWES COMPANIES INC
+$1.5M
13,691
+24%
增持
BKNG
BOOKING HOLDINGS INC
+$1.4M
483
+156%
增持
PFE
PFIZER INC
-$1.4M
187,201
+51%
建仓
AXON
AXON ENTERPRISE INC
+$1.4M
4,334
减持
—
PIONEER NATURAL RESOURCES CO
-$1.4M
2,452
-74%
建仓
KVUE
KENVUE INC
+$1.4M
65,618
增持
NOW
SERVICENOW INC
+$1.4M
3,793
+18%
增持
DE
DEERE & CO
+$1.4M
8,484
+21%
增持
AMAT
APPLIED MATERIALS INC
+$1.3M
9,673
+25%
增持
MSI
MOTOROLA SOLUTIONS INC NEW
+$1.3M
9,042
+8%
减持
MPC
MARATHON PETROLEUM CORP
+$1.3M
12,707
-17%
增持
PANW
PALO ALTO NETWORKS INC
+$1.3M
6,104
+650%
增持
BA
BOEING COMPANY
+$1.3M
19,222
+10%
增持
COR
CENCORA INC
+$1.3M
6,547
+219%
增持
CI
CIGNA GROUP CL B
+$1.3M
5,755
+109%
减持
BAX
BAXTER INTL INC
-$1.3M
15,253
-49%
减持
MCD
MCDONALDS CORP
+$1.3M
52,411
-1%
减持
PH
PARKER-HANNIFIN CORP
+$1.3M
4,179
-0%
增持
REGN
REGENERON PHARMACEUTICALS INC
+$1.3M
1,809
+127%
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
15,818
+50%
建仓
CP
CANADIAN PACIFIC KANSAS CITY LTD
+$1.2M
14,223
减持
DIS
WALT DISNEY CO
+$1.2M
65,574
-5%
增持
RTX
RTX CORP
+$1.2M
66,988
+21%
增持
PCAR
PACCAR INC
+$1.2M
12,316
+211%
增持
JD
JD.COM INC SPON ADR REPSTG COM CL A
+$1.2M
51,320
+1417%
增持
CION
CION INVESTMENT CORP NEW
+$1.2M
158,004
+143%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$1.1M
13,010
增持
FCX
FREEPORT MCMORAN INC
+$1.1M
41,962
+47%
建仓
VRT
VERTIV HOLDINGS LLC CL A
+$1.1M
13,603
增持
GS
GOLDMAN SACHS GROUP INC
+$1.1M
5,771
+38%
建仓
CR
CRANE CO NEW
+$1.1M
8,047
清仓
DOCU
DOCUSIGN INC
-$1.1M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$1.1M
12,087
+47%
减持
PYPL
PAYPAL HOLDINGS INC
-$1.1M
12,706
-51%
增持
ADI
ANALOG DEVICES INC
+$1.1M
13,922
+26%
建仓
VLTO
VERALTO CORP
+$1.1M
11,809
增持
SYK
STRYKER CORP
+$1.0M
4,018
+119%
减持
EW
EDWARDS LIFESCIENCES CORP
-$1.0M
12,526
-44%
清仓
—
GENERAL ELECTRIC CO NEW
-$1.0M
0
-100%
增持
CMCSA
COMCAST CORP CL A NEW
+$1.0M
125,135
+15%
增持
MDLZ
MONDELEZ INTERNATIONAL INC CL A
+$1.0M
50,340
+23%
清仓
—
ANNALY CAPITAL MANAGEMENT INC
-$982.0K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$982.0K
3,588
+105%
清仓
—
LINDE PLC
-$962.0K
0
-100%
增持
UNP
UNION PACIFIC CORP
+$949.0K
18,047
+10%
清仓
—
CANADIAN PACIFIC RAILWAY LIMITED
-$947.0K
0
-100%
增持
CMG
CHIPOTLE MEXICAN GRILL INC CL A
+$929.0K
483
+37%
增持
FTNT
FORTINET INC
+$926.0K
43,488
+29%
建仓
HOOD
ROBINHOOD MARKETS INC CL A
+$893.0K
46,798
增持
IRM
IRON MOUNTAIN INC
+$874.0K
18,294
+61%
建仓
VST
VISTRA CORP
+$871.0K
12,233
增持
OKE
ONEOK INC
+$866.0K
21,818
+37%
增持
FAST
FASTENAL CO
+$860.0K
23,451
+25%
建仓
—
ICON PLC
+$857.0K
2,600
增持
CSX
CSX CORP
+$844.0K
77,147
+12%
增持
CBOE
CBOE GLOBAL MARKETS INC
+$841.0K
8,945
+38%
建仓
NVR
NVR INC
+$838.0K
106
建仓
RUM
RUMBLE INC CL A
+$829.0K
111,103
建仓
WDAY
WORKDAY INC CL A
+$826.0K
2,997
增持
PGR
PROGRESSIVE CORP OH
+$815.0K
5,700
+91%
增持
MCO
MOODYS CORP
+$813.0K
3,795
+64%
清仓
HPQ
HP INC
-$812.0K
0
-100%
减持
ENPH
ENPHASE ENERGY INC
-$810.0K
2,117
-61%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$800.0K
4,093
+139%
建仓
ROST
ROSS STORES INC
+$798.0K
5,516
增持
SPGI
S&P GLOBAL INC
+$794.0K
3,472
+84%
减持
SQ
BLOCK INC CL A
-$783.0K
3,069
-81%
清仓
DBC
INVESCO DB COMMODITY INDEX TRACKING FUND UNIT ETF
-$782.0K
0
-100%
增持
PLD
PROLOGIS INC
+$759.0K
10,861
+112%
增持
—
DUPONT DE NEMOURS INC
+$751.0K
14,389
+131%
减持
KMB
KIMBERLY CLARK CORP
-$746.0K
5,346
-48%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS INC CL A
-$744.0K
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$731.0K
1,866
+236%
建仓
CELH
CELSIUS HOLDINGS INC NEW
+$728.0K
7,945
增持
ISRG
INTUITIVE SURGICAL INC NEW
+$725.0K
3,502
+11%
减持
TJX
TJX COS INC NEW
+$722.0K
20,245
-7%
增持
FDX
FEDEX CORP
+$719.0K
6,642
+31%
建仓
—
VITAL ENERGY INC
+$716.0K
14,087
增持
ABNB
AIRBNB INC CL A
+$713.0K
8,166
+15%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$710.0K
39,461
+51%
增持
NEE
NEXTERA ENERGY INC
-$709.0K
64,222
+8%
