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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 92
减持 40
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORP
+$40.5M
815,934
+1%
增持
COKE
COCA-COLA CONSOLIDATED INC
-$24.0M
25,741
+30%
增持
MSFT
MICROSOFT CORP
+$23.9M
202,181
+4%
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
+$11.8M
333,462
+2%
清仓
GLD
SPDR GOLD TRUST GOLD SHARES
-$9.7M
0
-100%
增持
AVGO
BROADCOM INC
+$8.9M
102,346
+1%
减持
JPM
JPMORGAN CHASE & CO
+$8.7M
197,583
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$7.2M
113,512
+58%
减持
META
META PLATFORMS INC CL A
+$6.1M
48,333
-9%
减持
CME
CME GROUP INC CL A
-$5.5M
45,691
-31%
增持
AAPL
APPLE INC
-$5.4M
931,635
+0%
增持
DASH
DOORDASH INC CL A
+$4.3M
19,023
+793%
减持
SMCI
SUPER MICRO COMPUTER INC
-$3.8M
14,773
-88%
增持
ORCL
ORACLE CORP
+$3.4M
41,702
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.4M
22,592
-11%
增持
BSX
BOSTON SCIENTIFIC CORP
+$3.4M
50,948
+148%
增持
COF
CAPITAL ONE FINANCIAL CORP
+$3.4M
23,570
+159%
增持
IBM
INTL BUSINESS MACHINES CORP
+$3.3M
53,744
+3%
减持
FICO
FAIR ISAAC CORP
-$3.2M
167
-91%
增持
FTNT
FORTINET INC
+$3.1M
70,815
+69%
增持
CEG
CONSTELLATION ENERGY CORP
+$3.1M
30,694
+2%
减持
CAT
CATERPILLAR INC
+$2.9M
36,382
-1%
增持
NFLX
NETFLIX INC
+$2.7M
12,196
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$2.7M
3,095
-73%
增持
GOOG
ALPHABET INC CL C
+$2.5M
155,370
+1%
增持
DIS
WALT DISNEY CO
+$2.5M
76,478
+0%
减持
GOOGL
ALPHABET INC CL A
+$2.4M
151,403
-0%
清仓
—
DISCOVER FINANCIAL SERVICES
-$2.2M
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
39,288
+12%
减持
GE
GE AEROSPACE
+$2.1M
38,141
-1%
增持
—
ROYAL CARIBBEAN GROUP
+$2.0M
18,214
+8%
增持
LLY
ELI LILLY & CO
-$1.9M
19,196
+1%
增持
NEM
NEWMONT CORP
+$1.9M
38,959
+439%
增持
RTX
RTX CORP
+$1.9M
79,228
+3%
增持
HOOD
ROBINHOOD MARKETS INC CL A
+$1.7M
37,689
+3%
增持
CSCO
CISCO SYSTEMS INC
+$1.7M
94,230
+11%
增持
TPR
TAPESTRY INC
+$1.7M
48,934
+30%
增持
TXN
TEXAS INSTRUMENTS INC
+$1.6M
31,181
+4%
增持
PM
PHILIP MORRIS INTL INC
+$1.6M
65,765
+8%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES INC
+$1.5M
50,102
+54%
减持
AXP
AMERICAN EXPRESS CO
+$1.4M
30,772
-2%
增持
CRWD
CROWDSTRIKE HOLDINGS INC CL A
+$1.4M
15,531
+3%
建仓
ANET
ARISTA NETWORKS INC
+$1.4M
13,711
增持
RL
RALPH LAUREN CORP CL A
+$1.4M
14,125
+27%
清仓
—
ARISTA NETWORKS INC
-$1.4M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD SPON ADR
+$1.3M
19,339
+2%
减持
NRG
NRG ENERGY INC
+$1.3M
34,649
-12%
建仓
TTAN
SERVICETITAN INC CL A
+$1.2M
11,613
减持
CBOE
CBOE GLOBAL MARKETS INC
-$1.2M
1,963
-74%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.1M
12,342
-14%
增持
MCD
MCDONALDS CORP
-$1.1M
55,993
+1%
增持
ABT
ABBOTT LABORATORIES
+$1.1M
155,185
+1%
增持
NOW
SERVICENOW INC
+$1.0M
5,022
+15%
减持
BAC
BANK OF AMERICA CORP
+$1.0M
155,743
-2%
减持
ZWS
ZURN ELKAY WATER SOLUTIONS CORP
-$1.0M
100,718
-27%
增持
UBER
UBER TECHNOLOGIES INC
+$1.0M
57,131
+5%
减持
MS
MORGAN STANLEY
+$1.0M
41,060
-0%
增持
COIN
COINBASE GLOBAL INC CL A
+$994.9K
6,696
+2%
减持
GS
GOLDMAN SACHS GROUP INC
+$950.0K
6,397
-2%
减持
VRT
VERTIV HOLDINGS LLC CL A
+$910.0K
21,919
-1%
增持
AXON
AXON ENTERPRISE INC
+$864.6K
3,940
+0%
增持
BA
BOEING COMPANY
+$860.9K
21,183
+8%
增持
GEV
GE VERNOVA LLC
+$840.2K
5,090
+2%
减持
MU
MICRON TECHNOLOGY INC
+$840.0K
20,991
-8%
增持
WFC
WELLS FARGO & CO
+$838.1K
78,820
+2%
增持
—
EATON CORP PLC
+$821.2K
11,403
+2%
增持
HON
HONEYWELL INTL INC
+$806.7K
29,121
+3%
增持
WMT
WALMART INC
+$791.2K
173,943
+3%
增持
AMT
AMERICAN TOWER CORP NEW
+$718.5K
10,575
+45%
增持
T
AT&T INC
+$710.9K
327,371
+2%
减持
HWM
HOWMET AEROSPACE INC
+$690.9K
26,137
-14%
减持
ADI
ANALOG DEVICES INC
+$656.3K
14,588
-0%
增持
MA
MASTERCARD INC CL A
+$642.1K
24,015
+1%
建仓
B
BARRICK MINING CORP
+$641.6K
30,817
增持
INTU
INTUIT INC
+$629.7K
3,506
+2%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$625.0K
2,823
-52%
减持
PEP
PEPSICO INC
-$619.8K
44,047
-8%
增持
LRCX
LAM RESEARCH CORP
+$618.0K
21,997
+2%
增持
HD
HOME DEPOT INC
+$602.6K
37,361
+2%
减持
—
ASML HOLDING NV NY REGISTRY SHS NEW 2012
+$594.3K
4,408
-0%
增持
ZBRA
ZEBRA TECHNOLOGIES CORP CL A
+$588.3K
5,623
+26%
增持
AMAT
APPLIED MATERIALS INC
+$582.9K
13,931
+6%
减持
TSLA
TESLA INC
-$567.9K
92,558
-10%
建仓
PAAS
PAN AMERICAN SILVER CORP
+$565.8K
19,922
增持
DE
DEERE & CO
+$551.9K
8,602
+4%
清仓
—
BARRICK GOLD CORP
-$543.3K
0
-100%
增持
APH
AMPHENOL CORP CL A
+$533.4K
21,487
+4%
减持
V
VISA INC CL A
+$526.3K
43,514
-0%
增持
NTHI
NEONC TECHNOLOGIES HOLDINGS INC
+$516.6K
181,069
+735%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$509.5K
78,240
+6%
增持
CTRA
COTERRA ENERGY INC
+$500.1K
31,159
+173%
增持
PWR
QUANTA SERVICES INC
+$498.8K
5,743
+0%
增持
MMM
3M COMPANY
+$495.2K
26,694
+4%
增持
TGT
TARGET CORP
+$494.1K
19,416
+32%
减持
DVN
DEVON ENERGY CORP
-$464.1K
7,066
-68%
增持
BKNG
BOOKING HOLDINGS INC
+$459.4K
483
+1%
减持
PH
PARKER-HANNIFIN CORP
+$459.0K
5,677
-2%
建仓
WDC
WESTERN DIGITAL CORP
+$452.8K
7,075
增持
MPC
MARATHON PETROLEUM CORP
+$449.9K
15,687
+1%
增持
AJG
ARTHUR J GALLAGHER & COMPANY
+$443.6K
22,379
+6%
增持
RBLX
ROBLOX CORP CL A
+$441.4K
10,264
+7%
减持
KVUE
KENVUE INC
-$440.0K
47,289
-23%
增持
FITB
FIFTH THIRD BANCORP
+$437.5K
86,334
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$436.2K
7,754
+14%
增持
CPSS
CONSUMER PORT SVCS INC
+$427.6K
140,738
+31%
减持
PANW
PALO ALTO NETWORKS INC
+$427.1K
24,362
-0%
增持
BLK
BLACKROCK FDG INC
+$423.5K
2,542
+4%
建仓
—
APTIV PLC
+$422.0K
6,186
增持
APP
APPLOVIN CORP CL A
+$411.0K
3,336
+27%
增持
C
CITIGROUP INC
+$405.9K
22,072
+3%
减持
PG
PROCTER & GAMBLE CO
-$404.5K
112,686
-0%
增持
CARR
CARRIER GLOBAL CORP
+$402.4K
27,922
+3%
增持
SYK
STRYKER CORP
+$397.7K
5,353
+15%
建仓
IONQ
IONQ INC
+$395.9K
9,214
增持
WELL
WELLTOWER INC
+$394.7K
11,904
+26%
减持
BMY
BRISTOL MYERS SQUIBB COMPANY
-$387.6K
53,474
-8%
减持
SHOP
SHOPIFY INC CL A
+$377.6K
25,443
-2%
减持
ISRG
INTUITIVE SURGICAL INC
-$375.3K
7,153
-14%
增持
MAR
MARRIOTT INTL INC CL A
+$371.5K
10,921
+0%
增持
FCX
FREEPORT MCMORAN INC
+$369.7K
43,749
+7%
增持
—
SPOTIFY TECHNOLOGY SA
+$369.4K
1,437
+13%
减持
SOFI
SOFI TECHNOLOGIES INC
+$366.0K
74,144
-0%
增持
ORLY
O REILLY AUTOMOTIVE INC
-$356.4K
16,290
+1149%
清仓
—
ICON PLC
-$350.3K
0
-100%
增持
NET
CLOUDFLARE INC CL A
+$350.1K
3,691
+21%
增持
URI
UNITED RENTALS INC
+$345.1K
2,111
+7%
清仓
—
APTIV PLC
-$343.9K
0
-100%
减持
QCOM
QUALCOMM INC
+$340.2K
37,848
-2%
增持
ABBV
ABBVIE INC
-$338.8K
180,370
+3%
清仓
KYN
KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND INC
-$336.7K
0
-100%
增持
MSTR
MICROSTRATEGY INC CL A
+$335.3K
5,040
+13%
建仓
RDDT
REDDIT INC CL A
+$333.2K
2,213
增持
NKE
NIKE INC CL B
+$332.8K
19,723
+6%
减持
JNJ
JOHNSON & JOHNSON
-$332.4K
82,132
-1%
增持
SBUX
STARBUCKS CORP
+$322.0K
45,534
+0%
增持
CTVA
CORTEVA INC
+$320.0K
17,790
+9%
增持
—
FERRARI NV
+$313.8K
1,717
+50%
增持
VST
VISTRA CORP
+$307.1K
3,539
+21%
增持
SPGI
S&P GLOBAL INC
+$299.9K
5,389
+4%
减持
CSX
CSX CORP
+$299.5K
65,613
-0%
建仓
—
NVENT ELECTRIC PLC VOTING USD 0.01
+$295.9K
4,040
建仓
KMX
CARMAX INC
+$290.4K
4,321
增持
MRK
MERCK & COMPANY INC
+$290.2K
73,334
+13%
增持
COST
COSTCO WHOLESALE CORP
+$289.7K
18,838
+2%
增持
—
TE CONNECTIVITY PLC
+$289.6K
6,621
+16%
减持
SCHW
SCHWAB CHARLES CORP
+$289.5K
32,564
-1%
增持
CVS
CVS HEALTH CORP
+$283.8K
49,710
+3%
清仓
J
JACOBS SOLUTIONS INC
-$281.0K
0
-100%
增持
PNC
PNC FINANCIAL SERVICES GROUP INC
+$279.5K
9,237
+3%
增持
PFE
PFIZER INC
+$278.7K
236,605
+3%
