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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 20
增持 42
减持 77
清仓 11
方向
标的
Δ市值
现股数(环比)
建仓
LRCX
LAM RESEARCH CORP NEW
+$15.6M
19,142
减持
WMT
WALMART INC
-$14.8M
171,793
-58%
减持
NVDA
NVIDIA CORP
+$11.8M
789,608
-3%
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。
减持
AAPL
APPLE INC
+$7.8M
925,917
-3%
清仓
—
SUPER MICRO COMPUTER INC
-$6.4M
0
-100%
增持
META
META PLATFORMS INC CL A
+$5.8M
50,547
+1%
减持
GOOG
ALPHABET INC CL C
-$5.5M
147,823
-16%
增持
AVGO
BROADCOM INC
+$5.0M
91,371
+22%
减持
JPM
JPMORGAN CHASE & CO
-$4.2M
198,769
-7%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$3.7M
142,316
减持
GS
GOLDMAN SACHS GROUP INC
-$3.4M
5,783
-53%
减持
CEG
CONSTELLATION ENERGY CORP
+$3.4M
41,497
-5%
增持
—
TRANE TECHNOLOGIES PLC
+$2.7M
9,391
+289%
增持
HWM
HOWMET AEROSPACE INC
+$2.5M
29,708
+525%
减持
CVX
CHEVRON CORP
-$2.4M
60,694
-15%
减持
RTX
RTX CORP
-$2.4M
74,497
-24%
减持
MU
MICRON TECHNOLOGY INC
-$2.4M
22,070
-52%
建仓
SMCI
SUPER MICRO COMPUTER INC NEW
+$2.4M
91,985
减持
BAC
BANK OF AMERICA CORP
-$2.4M
151,728
-25%
减持
TSLA
TESLA INC
+$2.3M
96,151
-7%
减持
AMZN
AMAZON.COM INC
-$2.2M
315,828
-6%
减持
HON
HONEYWELL INTL INC
-$2.2M
22,736
-33%
增持
CME
CME GROUP INC CL A
+$2.0M
75,641
+0%
建仓
BLK
BLACKROCK FDG INC
+$2.0M
2,070
增持
COST
COSTCO WHOLESALE CORP
+$1.8M
19,737
+2%
增持
IBM
INTL BUSINESS MACHINES CORP
+$1.8M
51,014
+3%
清仓
—
LAM RESEARCH CORP
-$1.8M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
85,139
-11%
减持
GOOGL
ALPHABET INC CL A
-$1.7M
149,216
-4%
增持
NRG
NRG ENERGY INC NEW
+$1.5M
39,493
+50%
减持
UBER
UBER TECHNOLOGIES INC
-$1.5M
24,882
-53%
减持
MCD
MCDONALDS CORP
+$1.5M
53,318
-4%
减持
—
DUPONT DE NEMOURS INC
-$1.4M
40,580
-35%
清仓
—
BLACKROCK INC
-$1.4M
0
-100%
减持
PFE
PFIZER INC
-$1.3M
213,160
-11%
减持
CAT
CATERPILLAR INC
+$1.3M
35,828
-1%
减持
DIS
WALT DISNEY CO
-$1.3M
73,873
-17%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
37,454
+7%
减持
ABBV
ABBVIE INC
+$1.3M
175,126
-2%
增持
MO
ALTRIA GROUP INC
+$1.2M
89,786
+26%
减持
PANW
PALO ALTO NETWORKS INC
-$1.2M
9,497
-32%
清仓
—
TE CONNECTIVITY LTD
-$1.1M
0
-100%
减持
CVS
CVS HEALTH CORP
-$1.1M
57,700
-23%
减持
LLY
ELI LILLY & CO
+$1.1M
20,035
-5%
减持
ORCL
ORACLE CORP
+$1.1M
36,960
-4%
减持
PG
PROCTER & GAMBLE CO
+$1.1M
115,057
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.0M
62,243
+29%
减持
MRK
MERCK & COMPANY INC
-$1.0M
71,044
-10%
减持
BA
BOEING COMPANY
-$1.0M
19,480
-9%
减持
CRM
SALESFORCE INC
-$1.0M
23,046
-19%
减持
MA
MASTERCARD INC CL A
+$997.4K
22,704
-1%
减持
INTC
INTEL CORP
-$943.6K
62,250
-22%
增持
AXP
AMERICAN EXPRESS CO
+$918.2K
30,270
+4%
增持
FTNT
FORTINET INC
+$912.3K
41,615
+1%
增持
GE
GE AEROSPACE
+$906.3K
37,689
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$904.6K
46,750
+2%
减持
—
ROYAL CARIBBEAN GROUP
+$897.1K
21,073
-2%
增持
FISV
FISERV INC
+$894.9K
11,051
+35%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$887.1K
18,368
+7%
减持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$871.3K
13,698
-2%
建仓
CAVA
CAVA GROUP INC
+$857.4K
6,519
减持
FDX
FEDEX CORP
-$857.2K
8,082
-21%
建仓
—
TE CONNECTIVITY PLC
+$847.8K
5,615
清仓
—
STERIS PLC
-$846.0K
0
-100%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$843.7K
37,520
-29%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$839.3K
5,649
-40%
增持
NEE
NEXTERA ENERGY INC
+$823.5K
66,396
+3%
减持
—
EXXON MOBIL CORP
-$806.6K
176,662
-3%
减持
HD
HOME DEPOT INC
+$795.9K
32,845
-5%
增持
JD
JD.COM INC SPON ADR REPSTG COM CL A
+$778.8K
53,433
+2%
减持
CMCSA
COMCAST CORP CL A NEW
-$761.9K
137,254
-14%
减持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$742.6K
39,266
-1%
增持
SHOP
SHOPIFY INC CL A
+$713.3K
25,881
+15%
减持
—
ARISTA NETWORKS INC
+$701.1K
11,574
-7%
减持
V
VISA INC CL A
-$668.4K
42,359
-10%
建仓
RBLX
ROBLOX CORP CL A
+$655.4K
12,742
减持
VRT
VERTIV HOLDINGS LLC CL A
+$613.3K
21,406
-7%
建仓
—
CRH PLC
+$594.6K
6,411
减持
MS
MORGAN STANLEY
-$588.9K
48,150
-11%
减持
EMR
EMERSON ELECTRIC CO
-$586.9K
14,584
-23%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$584.1K
3,485
-21%
增持
AXON
AXON ENTERPRISE INC
+$579.3K
3,859
+10%
减持
WFC
WELLS FARGO & CO NEW
-$572.5K
61,507
-9%
增持
BKNG
BOOKING HOLDINGS INC
+$567.9K
489
+4%
减持
BRK/A
BERKSHIRE HATHAWAY INC CL A
-$567.0K
6
-14%
减持
GIS
GENERAL MILLS INC
-$559.7K
19,508
-30%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$523.8K
5,189
减持
NOC
NORTHROP GRUMMAN CORP
-$515.4K
8,922
-17%
减持
PH
PARKER-HANNIFIN CORP
+$514.0K
7,002
-1%
减持
DHR
DANAHER CORP
-$511.5K
12,415
-14%
增持
CDNS
CADENCE DESIGN SYSTEMS INC
+$511.2K
4,212
+58%
减持
AMT
AMERICAN TOWER CORP NEW
-$510.3K
11,290
-20%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
-$503.5K
2,892
+1%
清仓
MRNA
MODERNA INC
-$502.0K
0
-100%
减持
DE
DEERE & CO
-$492.3K
7,382
-23%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$486.7K
2,285
-63%
减持
WM
WASTE MANAGEMENT INC DEL
+$486.6K
46,388
-1%
建仓
CF
CF INDUSTRIES HOLDINGS INC
+$485.2K
5,772
增持
GEV
GE VERNOVA LLC
+$482.1K
5,099
+1%
增持
—
EATON CORP PLC
+$471.5K
8,745
+2%
减持
ADBE
ADOBE INC
-$466.7K
11,249
-4%
建仓
ACM
AECOM
+$464.3K
4,283
建仓
—
SILA REALTY TRUST INC
+$463.8K
18,621
建仓
—
VIPER ENERGY INC CL A
+$462.6K
8,868
增持
CMG
CHIPOTLE MEXICAN GRILL INC CL A
+$439.1K
31,571
+20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$430.8K
11,896
-6%
减持
T
AT&T INC
+$430.4K
330,063
-8%
清仓
DG
DOLLAR GENL CORP NEW
-$429.0K
0
-100%
增持
PTLO
PORTILLO'S INC CL A
+$428.2K
54,409
+72%
减持
ECL
ECOLAB INC
-$422.2K
2,694
-43%
增持
—
ON HOLDING AG CL A
+$414.1K
17,401
+71%
增持
ELV
ELEVANCE HEALTH INC
-$410.0K
3,469
+1%
增持
AFL
AFLAC INC
+$408.0K
18,479
+6%
增持
KMI
KINDER MORGAN INC DE
+$407.3K
63,245
+22%
减持
COP
CONOCOPHILLIPS
-$400.5K
28,709
-8%
增持
MPC
MARATHON PETROLEUM CORP
+$399.7K
16,406
+29%
减持
ABT
ABBOTT LABORATORIES
-$397.6K
162,410
-10%
减持
BX
BLACKSTONE INC
+$395.2K
16,065
-2%
减持
SBUX
STARBUCKS CORP
+$393.5K
40,727
-14%
增持
TMDX
TRANSMEDICS GROUP INC
-$393.1K
9,186
+11%
减持
MRVL
MARVELL TECHNOLOGY INC
-$392.7K
5,371
-60%
增持
IRM
IRON MOUNTAIN INC
+$392.7K
18,527
+1%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$364.8K
13,500
+3%
增持
ETR
ENTERGY CORP NEW
+$364.7K
9,087
+11%
清仓
AZTA
AZENTA INC
-$359.0K
0
-100%
减持
NVO
NOVO NORDISK AS ADR
-$354.3K
18,507
-1%
建仓
SNAP
SNAP INC CL A
+$354.1K
28,260
减持
SNPS
SYNOPSYS INC
-$352.4K
3,441
-15%
减持
—
REDFIN CORP
-$351.9K
14,147
-76%
减持
PM
PHILIP MORRIS INTL INC
+$350.3K
59,755
-1%
减持
CSCO
CISCO SYSTEMS INC
-$350.3K
94,490
-15%
建仓
VICI
VICI PROPERTIES INC
+$349.0K
11,101
增持
—
HOLOGIC INC
+$348.6K
10,369
+69%
建仓
AVAV
AEROVIRONMENT INC
+$345.8K
1,601
减持
ALL
ALLSTATE CORP
+$345.3K
32,114
-3%
减持
MCK
MCKESSON CORP
-$343.7K
3,829
-1%
建仓
—
SPOTIFY TECHNOLOGY SA
+$343.0K
892
清仓
HAL
HALLIBURTON COMPANY
-$340.0K
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$339.7K
5,944
减持
BSX
BOSTON SCIENTIFIC CORP
-$339.1K
18,746
-27%
增持
MDLZ
MONDELEZ INTERNATIONAL INC CL A
+$339.0K
49,219
+0%
增持
—
LINDE PLC NEW
+$333.9K
5,999
+7%
增持
MMM
3M COMPANY
+$326.5K
25,870
+2%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$325.4K
1,838
增持
OKE
ONEOK INC
+$320.8K
23,251
+4%
减持
—
BARRICK GOLD CORP
-$320.4K
33,261
-37%
建仓
WCC
WESCO INTL INC
+$319.1K
1,696
清仓
WING
WINGSTOP INC
-$313.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$312.2K
152,212
-15%
清仓
KSS
KOHLS CORP
-$311.0K
0
-100%
