小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 84
减持 49
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON.COM INC
+$16.3M
324,285
+3%
增持
LRCX
LAM RESEARCH CORP
-$13.9M
20,944
+9%
减持
JPM
JPMORGAN CHASE & CO
+$12.1M
198,306
-0%
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
NVDA
NVIDIA CORP
+$8.4M
785,298
-1%
增持
META
META PLATFORMS INC CL A
+$7.3M
50,845
+1%
增持
TSLA
TESLA INC
+$7.0M
96,610
+0%
增持
AVGO
BROADCOM INC
+$6.6M
95,199
+4%
减持
COKE
COCA-COLA CONSOLIDATED INC
+$5.6M
19,872
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$5.3M
70,205
+13%
增持
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
+$5.1M
275,545
+100%
减持
UNH
UNITEDHEALTH GROUP INC
-$4.7M
25,915
-18%
增持
NFLX
NETFLIX INC
+$3.6M
11,832
+3%
增持
GOOGL
ALPHABET INC CL A
+$3.6M
152,813
+2%
增持
V
VISA INC CL A
+$3.5M
43,659
+3%
增持
GOOG
ALPHABET INC CL C
+$3.5M
150,167
+2%
减持
WMT
WALMART INC
+$3.4M
170,230
-1%
增持
UAL
UNITED AIRLINES HOLDINGS INC
+$3.0M
32,663
+622%
增持
ABT
ABBOTT LABORATORIES
+$2.9M
165,957
+2%
减持
MRK
MERCK & COMPANY INC
-$2.6M
62,443
-12%
增持
BRK/B
BERKSHIRE HATHAWAY INC CL B
+$2.5M
50,107
+7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.3M
34,788
-7%
增持
ZTS
ZOETIS INC CL A
+$2.2M
25,001
+107%
增持
CRM
SALESFORCE INC
+$2.1M
25,872
+12%
增持
MA
MASTERCARD INC CL A
+$2.1M
23,586
+4%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$2.0M
14,363
+5%
减持
CEG
CONSTELLATION ENERGY CORP
+$1.9M
40,196
-3%
增持
UBER
UBER TECHNOLOGIES INC
+$1.9M
49,851
+100%
减持
PEP
PEPSICO INC
-$1.8M
49,565
-7%
增持
IBM
INTL BUSINESS MACHINES CORP
+$1.8M
51,447
+1%
增持
PM
PHILIP MORRIS INTL INC
+$1.7M
60,736
+2%
减持
COST
COSTCO WHOLESALE CORP
+$1.7M
18,349
-7%
减持
LLY
ELI LILLY & CO
-$1.7M
18,741
-6%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
+$1.6M
9,085
+100%
增持
CME
CME GROUP INC CL A
+$1.6M
76,517
+1%
增持
MS
MORGAN STANLEY
+$1.6M
48,422
+1%
增持
AXP
AMERICAN EXPRESS CO
+$1.5M
31,413
+4%
增持
WFC
WELLS FARGO & CO
+$1.5M
62,626
+2%
增持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$1.4M
4,511
+56%
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$1.4M
6,671
建仓
CBNK
CAPITAL BANCORP INC
+$1.4M
41,798
增持
BAC
BANK OF AMERICA CORP
+$1.3M
159,043
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$1.3M
7,466
-6%
增持
FTNT
FORTINET INC
+$1.3M
41,878
+1%
增持
DIS
WALT DISNEY CO
+$1.2M
76,344
+3%
增持
SHOP
SHOPIFY INC CL A
+$1.2M
26,567
+3%
减持
ABBV
ABBVIE INC
-$1.2M
173,933
-1%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
62,245
-6%
增持
VRT
VERTIV HOLDINGS LLC CL A
+$1.2M
28,568
+33%
增持
AAPL
APPLE INC
+$1.2M
930,782
+1%
减持
CMCSA
COMCAST CORP CL A
-$1.2M
128,424
-6%
增持
QCOM
QUALCOMM INC
+$1.2M
37,904
+17%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$1.2M
92,739
-35%
增持
YUM
YUM BRANDS INC
+$1.1M
15,655
+98%
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
82,158
-4%
增持
T
AT&T INC
+$1.1M
331,235
+0%
减持
HOOD
ROBINHOOD MARKETS INC CL A
+$1.0M
36,238
-2%
减持
CVS
CVS HEALTH CORP
-$1.0M
47,299
-18%
减持
REGN
REGENERON PHARMACEUTICALS INC
-$1.0M
1,797
-14%
减持
PFE
PFIZER INC
-$985.4K
202,341
-5%
增持
MAR
MARRIOTT INTL INC CL A
+$972.9K
5,755
+119%
增持
AXON
AXON ENTERPRISE INC
+$964.8K
3,897
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$905.8K
146,520
-4%
减持
MO
ALTRIA GROUP INC
-$892.0K
73,255
-18%
增持
GS
GOLDMAN SACHS GROUP INC
+$885.5K
5,895
+2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$867.7K
11,949
+0%
增持
HD
HOME DEPOT INC
+$853.7K
34,111
+4%
减持
HWM
HOWMET AEROSPACE INC
+$842.7K
29,496
-1%
增持
—
ACCENTURE PLC IRELAND CL A
+$839.8K
12,268
+10%
增持
RTX
RTX CORP
+$791.6K
77,905
+5%
减持
ADBE
ADOBE INC
-$791.4K
10,985
-2%
增持
EMR
EMERSON ELECTRIC CO
+$768.3K
18,735
+28%
增持
GE
GE AEROSPACE
+$765.5K
37,764
+0%
清仓
TMDX
TRANSMEDICS GROUP INC
-$756.9K
0
-100%
增持
SOUN
SOUNDHOUND AI INC CL A
+$755.6K
76,872
+29%
增持
—
ARISTA NETWORKS INC
+$747.1K
45,440
+293%
增持
MSFT
MICROSOFT CORP
-$730.1K
192,875
+3%
增持
TXN
TEXAS INSTRUMENTS INC
-$717.9K
28,554
+1%
减持
MDLZ
MONDELEZ INTERNATIONAL INC CL A
-$713.1K
48,195
-2%
增持
—
DISCOVER FINANCIAL SERVICES
+$675.0K
12,759
+7%
增持
—
EXXON MOBIL CORP
-$674.9K
179,571
+2%
增持
HON
HONEYWELL INTL INC
+$671.3K
24,863
+9%
增持
ORCL
ORACLE CORP
+$668.0K
39,619
+7%
减持
PG
PROCTER & GAMBLE CO
-$665.5K
113,709
-1%
增持
CVX
CHEVRON CORP
+$658.2K
62,080
+2%
减持
INTU
INTUIT INC
-$638.6K
3,253
-21%
增持
MCD
MCDONALDS CORP
+$623.0K
54,550
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$615.5K
20,367
+114%
减持
—
UNILEVER PLC SPON ADR
-$612.2K
9,202
-48%
增持
ISRG
INTUITIVE SURGICAL INC
+$605.7K
5,160
+7%
减持
FICO
FAIR ISAAC CORP
-$601.3K
1,767
-7%
增持
MSTR
MICROSTRATEGY INC CL A
+$595.2K
3,637
+47%
增持
XYL
XYLEM INC
+$591.5K
8,881
+102%
增持
DE
DEERE & CO
+$588.2K
7,825
+6%
减持
NRG
NRG ENERGY INC
+$585.7K
38,320
-3%
减持
PH
PARKER-HANNIFIN CORP
-$581.1K
5,722
-18%
增持
BA
BOEING COMPANY
+$572.7K
19,599
+1%
清仓
—
MARATHON OIL CORP
-$567.8K
0
-100%
建仓
JEF
JEFFERIES FINANCIAL GROUP INC
+$565.4K
7,861
减持
WM
WASTE MANAGEMENT INC DEL
+$561.4K
46,254
-0%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$549.4K
28,580
+0%
增持
—
TRANE TECHNOLOGIES PLC
+$545.4K
11,179
+19%
减持
AMT
AMERICAN TOWER CORP NEW
-$544.9K
10,920
-3%
清仓
HXL
HEXCEL CORP NEW
-$543.5K
0
-100%
增持
ADP
AUTOMATIC DATA PROCESSING INC
+$542.9K
14,010
+4%
减持
BABA
ALIBABA GROUP HOLDING LTD SPONS ADS REPSTG 8 ORD SHS
+$519.8K
38,583
-2%
增持
NOW
SERVICENOW INC
+$516.2K
4,164
+0%
建仓
RGA
REINSURANCE GROUP AMERICA INC
+$512.3K
2,605
减持
GEV
GE VERNOVA LLC
+$494.9K
4,823
-5%
建仓
CCJ
CAMECO CORP
+$482.8K
9,684
增持
TMUS
T-MOBILE US INC
+$481.4K
9,496
+2%
增持
BSX
BOSTON SCIENTIFIC CORP
+$479.1K
20,429
+9%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$479.0K
19,273
+5%
减持
SMCI
SUPER MICRO COMPUTER INC
+$478.6K
74,458
-19%
增持
BMY
BRISTOL MYERS SQUIBB COMPANY
+$472.4K
60,927
+7%
增持
TJX
TJX COS INC
+$470.3K
25,451
+6%
减持
ADI
ANALOG DEVICES INC
-$468.7K
14,308
-3%
增持
PKST
PEAKSTONE REALTY TRUST
+$466.1K
74,263
+205%
减持
SBUX
STARBUCKS CORP
+$464.9K
40,330
-1%
清仓
—
VIPER ENERGY INC CL A
-$462.6K
0
-100%
增持
SYK
STRYKER CORP
+$459.8K
4,356
+29%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
-$454.6K
37,140
-1%
增持
NVO
NOVO NORDISK AS ADR
-$451.5K
19,348
+5%
减持
AMGN
AMGEN INC
-$437.0K
12,290
-3%
建仓
DXCM
DEXCOM INC
+$427.1K
4,945
增持
ORLY
O REILLY AUTOMOTIVE INC
+$419.8K
1,294
+17%
清仓
—
DORIAN LPG LTD
-$413.8K
0
-100%
减持
FCX
FREEPORT MCMORAN INC
-$410.8K
48,315
-1%
减持
LDOS
LEIDOS HOLDINGS INC
-$409.3K
7,671
-4%
增持
—
SPOTIFY TECHNOLOGY SA
+$409.2K
1,207
+35%
增持
NOC
NORTHROP GRUMMAN CORP
-$399.9K
9,100
+2%
增持
ECL
ECOLAB INC
+$393.1K
4,027
+49%
增持
APP
APPLOVIN CORP CL A
+$390.8K
1,822
+2%
清仓
BSY
BENTLEY SYSTEMS INC CL B
-$388.0K
0
-100%
增持
CAT
CATERPILLAR INC
-$382.7K
36,493
+2%
增持
—
REDFIN CORP
+$382.2K
66,454
+370%
减持
GD
GENERAL DYNAMICS CORP
-$381.9K
5,872
-6%
清仓
—
AXONICS INC
-$378.4K
0
-100%
清仓
CE
CELANESE CORP DEL SER A
-$376.3K
0
-100%
增持
FISV
FISERV INC
+$372.2K
11,385
+3%
减持
CARR
CARRIER GLOBAL CORP
-$370.5K
27,126
-8%
增持
MRVL
MARVELL TECHNOLOGY INC
+$368.3K
7,531
+40%
减持
C
CITIGROUP INC
+$366.9K
22,620
-2%
增持
IBKR
INTERACTIVE BROKERS GROUP INC CL A
+$366.4K
3,588
+29%
减持
IRM
IRON MOUNTAIN INC
-$360.6K
17,740
-4%
清仓
PKG
PACKAGING CORP OF AMERICA
-$360.4K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$358.3K
21,478
-3%
减持
—
NXP SEMICONDUCTORS N V
-$357.9K
6,064
-12%
建仓
EQT
EQT CORP
+$355.8K
6,619
建仓
UHS
UNIVERSAL HEALTH SERVICES CL B
+$351.0K
1,937
增持
COF
CAPITAL ONE FINANCIAL CORP
+$345.2K
8,864
+2%
