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Sunpointe, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sunpointe, LLC
报告期 2026-03-31 · CIK 0002012181
持仓数
266
前50大市值合计
$196.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 123 项
建仓 10
增持 75
减持 33
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.8M
4,402
+1%
增持
MSFT
MICROSOFT CORP
+$698.9K
13,503
+2%
增持
AMZN
AMAZON COM INC
+$601.1K
20,213
+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
VTI
VANGUARD INDEX FDS
+$574.1K
9,525
+19%
增持
MOAT
VANECK ETF TRUST
+$525.8K
29,847
+17%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$518.5K
14,108
+19%
增持
AAPL
APPLE INC
-$488.5K
25,038
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$381.6K
6,669
+32%
增持
META
META PLATFORMS INC
+$361.5K
2,472
+4%
建仓
TM
TOYOTA MOTOR CORP
+$313.1K
1,244
建仓
—
AON PLC
+$279.8K
838
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$246.9K
6,061
+20%
清仓
AMT
AMERICAN TOWER CORP NEW
-$236.3K
0
-100%
建仓
RTX
RTX CORPORATION
+$235.9K
2,419
减持
VOO
VANGUARD INDEX FDS
+$235.4K
5,574
-0%
减持
TSLA
TESLA INC
-$231.9K
3,170
-0%
建仓
MPC
MARATHON PETE CORP
+$230.9K
1,146
减持
—
ASML HOLDING N V
+$229.8K
1,172
-2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$225.5K
4,158
建仓
EEM
ISHARES TR
+$219.9K
5,352
清仓
BTI
BRITISH AMERN TOB PLC
-$219.2K
0
-100%
建仓
CI
THE CIGNA GROUP
+$215.0K
592
增持
NVO
NOVO-NORDISK A S
+$213.3K
6,757
+6%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$212.6K
2,406
清仓
SPGI
S&P GLOBAL INC
-$212.3K
0
-100%
清仓
—
MEDTRONIC PLC
-$212.3K
0
-100%
清仓
IWN
ISHARES TR
-$208.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$202.7K
15,227
+2%
建仓
UBER
UBER TECHNOLOGIES INC
+$200.6K
2,606
增持
VLO
VALERO ENERGY CORP
+$176.7K
3,421
+9%
增持
—
LAM RESEARCH CORP
+$173.2K
915
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$169.8K
1,905
+8%
减持
JPM
JPMORGAN CHASE & CO
+$163.3K
7,181
-4%
增持
DIS
DISNEY WALT CO
+$158.7K
4,956
+0%
增持
LLY
ELI LILLY & CO
+$149.7K
663
+6%
增持
MRK
MERCK & CO INC
+$148.8K
4,539
+10%
减持
AVGO
BROADCOM INC
+$133.4K
675
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$130.8K
1,307
+16%
增持
HD
HOME DEPOT INC
+$124.6K
2,784
+2%
增持
—
EXXON MOBIL CORP
+$119.2K
6,957
+1%
增持
ORCL
ORACLE CORP
+$117.5K
4,785
+4%
增持
WMT
WALMART INC
+$101.7K
12,692
+202%
减持
ADBE
ADOBE INC
-$99.9K
1,079
-0%
增持
GOOG
ALPHABET INC
+$94.5K
8,069
+0%
增持
SAP
SAP SE
+$88.3K
2,050
+2%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$87.9K
5,881
+24%
减持
MU
MICRON TECHNOLOGY INC
+$84.2K
2,698
-2%
增持
GILD
GILEAD SCIENCES INC
+$83.4K
5,000
+43%
减持
GWW
GRAINGER W W INC
+$80.1K
442
-1%
减持
PFE
PFIZER INC
-$79.0K
10,736
-18%
增持
V
VISA INC
+$78.8K
3,876
+1%
减持
AMAT
APPLIED MATLS INC
+$78.0K
1,785
-0%
增持
CVX
CHEVRON CORP NEW
+$76.4K
3,425
+10%
减持
PH
PARKER-HANNIFIN CORP
+$73.6K
1,259
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$72.0K
12,755
+4%
减持
MA
MASTERCARD INCORPORATED
+$70.4K
1,302
-0%
增持
AMD
ADVANCED MICRO DEVICES INC
+$67.9K
1,604
+7%
减持
CRM
SALESFORCE INC
+$66.3K
1,739
-0%
减持
NFLX
NETFLIX INC
+$60.8K
606
-4%
增持
BAC
BANK AMERICA CORP
+$60.1K
11,070
+4%
增持
WMB
WILLIAMS COS INC
+$58.4K
9,529
+6%
减持
HCA
HCA HEALTHCARE INC
+$57.2K
923
-0%
增持
JNJ
JOHNSON & JOHNSON
+$54.4K
3,486
+10%
增持
PG
PROCTER AND GAMBLE CO
+$51.7K
2,609
+3%
增持
PNC
PNC FINL SVCS GROUP INC
+$51.2K
2,567
+9%
减持
NKE
NIKE INC
-$51.2K
3,179
-1%
减持
TJX
TJX COS INC NEW
+$45.7K
6,057
-0%
减持
CAT
CATERPILLAR INC
+$45.1K
696
-2%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$44.7K
571
+6%
减持
MCD
MCDONALDS CORP
-$41.8K
2,405
-1%
减持
MUB
ISHARES TR
-$41.7K
1,887
-16%
增持
IEFA
ISHARES TR
+$41.3K
3,411
+13%
增持
COST
COSTCO WHSL CORP NEW
+$40.3K
689
+0%
减持
VB
VANGUARD INDEX FDS
-$39.7K
1,142
-19%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$39.2K
16,464
+10%
增持
NGG
NATIONAL GRID PLC
+$36.9K
5,761
+12%
增持
KO
COCA COLA CO
+$34.4K
5,803
+6%
减持
AMGN
AMGEN INC
-$33.6K
1,208
-8%
增持
HAL
HALLIBURTON CO
+$33.0K
9,420
+1%
增持
NSC
NORFOLK SOUTHN CORP
+$31.1K
1,556
+1%
减持
—
TOTALENERGIES SE
-$30.8K
7,706
-6%
增持
ITOT
ISHARES TR
+$29.8K
2,875
+0%
增持
CCJ
CAMECO CORP
+$28.4K
13,218
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$28.3K
27,145
-6%
减持
IWD
ISHARES TR
+$27.9K
3,802
-4%
增持
ABT
ABBOTT LABS
+$27.8K
4,259
+3%
增持
T
AT&T INC
+$27.2K
20,315
+3%
建仓
ABEV
AMBEV SA
+$26.8K
10,789
增持
UNH
UNITEDHEALTH GROUP INC
-$26.7K
2,663
+4%
增持
USB
US BANCORP DEL
+$25.8K
6,461
+6%
减持
IEMG
ISHARES INC
-$25.7K
4,863
-11%
增持
—
LYONDELLBASELL INDUSTRIES N
+$25.6K
2,874
+2%
减持
TFC
TRUIST FINL CORP
-$23.5K
5,795
-14%
增持
AEP
AMERICAN ELEC PWR CO INC
+$23.3K
3,060
+3%
增持
BCE
BCE INC
-$23.0K
6,963
+5%
增持
NOW
SERVICENOW INC
+$23.0K
310
+3%
增持
TRP
TC ENERGY CORP
+$22.4K
6,292
+7%
增持
CVS
CVS HEALTH CORP
+$21.8K
4,309
+6%
增持
KMB
KIMBERLY-CLARK CORP
+$21.7K
1,961
+3%
增持
SO
SOUTHERN CO
+$21.3K
4,871
+4%
增持
D
DOMINION ENERGY INC
+$21.1K
5,964
+3%
增持
IJR
ISHARES TR
+$19.0K
4,993
+1%
增持
UPS
UNITED PARCEL SERVICE INC
-$18.1K
2,531
+1%
增持
—
ASTRAZENECA PLC
+$18.0K
3,272
+8%
增持
APA
APA CORPORATION
-$18.0K
12,935
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$17.8K
4,109
+5%
增持
PAYX
PAYCHEX INC
+$16.7K
3,752
+1%
增持
ENB
ENBRIDGE INC
+$16.2K
8,314
+6%
增持
PEP
PEPSICO INC
+$15.7K
1,242
+5%
减持
NEE
NEXTERA ENERGY INC
+$14.3K
5,108
-1%
增持
PM
PHILIP MORRIS INTL INC
+$14.0K
5,320
+6%
减持
DE
DEERE & CO
-$13.6K
632
-7%
增持
INTC
INTEL CORP
-$13.6K
4,901
+7%
增持
TMC
TMC THE METALS COMPANY INC
+$13.5K
27,100
+18%
增持
—
ACCENTURE PLC IRELAND
+$13.1K
704
+7%
减持
ABBV
ABBVIE INC
-$12.2K
3,139
-17%
减持
HON
HONEYWELL INTL INC
-$10.5K
1,376
-2%
减持
—
LABORATORY CORP AMER HLDGS
-$10.2K
1,109
-0%
增持
UNP
UNION PAC CORP
+$7.8K
3,022
+1%
减持
CMCSA
COMCAST CORP NEW
-$5.9K
9,606
-0%
增持
—
AMCOR PLC
+$5.2K
14,703
+5%
增持
CSCO
CISCO SYS INC
-$3.4K
5,609
+0%
增持
ITUB
ITAU UNIBANCO HLDG S A
-$203
10,303
+1%
