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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 58
增持 62
减持 21
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
TAXF
AMERICAN CENTY ETF TR
-$9.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$7.3M
111,289
+17%
增持
AVGO
BROADCOM INC
+$5.5M
24,300
+230%
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
MSFT
MICROSOFT CORP
+$2.8M
15,226
+19%
增持
AAPL
APPLE INC
+$2.3M
37,492
+56%
建仓
—
ROYAL CARIBBEAN GROUP
+$2.1M
6,535
建仓
COF
CAPITAL ONE FINL CORP
+$1.9M
8,867
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
12,116
+81%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
2,190
+307%
增持
WMT
WALMART INC
+$1.5M
28,507
+100%
建仓
ULTA
ULTA BEAUTY INC
+$1.5M
3,160
建仓
—
EATON CORP PLC
+$1.4M
3,917
增持
NEM
NEWMONT CORP
+$1.3M
27,391
+419%
建仓
—
CARNIVAL CORP
+$1.3M
47,300
增持
NEE
NEXTERA ENERGY INC
+$1.1M
21,865
+307%
增持
NOW
SERVICENOW INC
+$1.1M
1,323
+348%
建仓
NVO
NOVO-NORDISK A S
+$1.1M
16,202
建仓
VCRM
VANGUARD MUN BD FDS
+$1.1M
14,667
增持
PFE
PFIZER INC
+$1.1M
54,164
+486%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.1M
18,896
增持
AMZN
AMAZON COM INC
+$1.0M
21,936
+11%
增持
MOAT
VANECK ETF TRUST
+$931.6K
46,712
+19%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$918.6K
56,530
+36%
增持
FDG
AMERICAN CENTY ETF TR
+$913.0K
49,334
+0%
建仓
BIL
SPDR SERIES TRUST
+$903.4K
9,848
建仓
LOW
LOWES COS INC
+$785.2K
3,539
建仓
EFA
ISHARES TR
+$751.7K
8,409
增持
ACIO
ETF SER SOLUTIONS
+$716.5K
139,263
+7%
增持
GOOG
ALPHABET INC
+$694.3K
10,656
+39%
减持
UNH
UNITEDHEALTH GROUP INC
-$645.1K
2,822
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$642.1K
19,795
+12%
减持
VTI
VANGUARD INDEX FDS
+$640.4K
28,010
-3%
建仓
DKNG
DRAFTKINGS INC NEW
+$639.5K
14,911
减持
SPSM
SPDR SERIES TRUST
-$626.4K
6,684
-70%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$617.9K
1,762
+146%
建仓
SCHG
SCHWAB STRATEGIC TR
+$614.2K
21,028
建仓
BLK
BLACKROCK INC
+$597.9K
570
减持
MID
AMERICAN CENTY ETF TR
+$578.1K
73,310
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$540.0K
3,208
+25%
增持
EEM
ISHARES TR
+$534.1K
16,925
+162%
增持
KO
COCA COLA CO
+$529.7K
13,837
+119%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$528.7K
19,981
+12%
建仓
MFC
MANULIFE FINL CORP
+$492.8K
15,419
减持
VOO
VANGUARD INDEX FDS
+$486.8K
11,536
-3%
增持
GOOGL
ALPHABET INC
+$479.9K
13,638
+10%
建仓
FISV
FISERV INC
+$479.2K
2,780
减持
META
META PLATFORMS INC
+$460.3K
3,032
-2%
建仓
QQQ
INVESCO QQQ TR
+$450.9K
816
建仓
IGR
CBRE GBL REAL ESTATE INC FD
+$449.1K
84,900
增持
ORCL
ORACLE CORP
+$445.1K
5,563
+1%
增持
HD
HOME DEPOT INC
+$444.3K
3,224
+60%
建仓
SCHW
SCHWAB CHARLES CORP
+$430.0K
4,712
建仓
QQQI
NEOS ETF TRUST
+$412.3K
7,928
建仓
EAT
BRINKER INTL INC
+$409.2K
2,269
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$407.8K
1,495
建仓
JAAA
JANUS DETROIT STR TR
+$398.9K
7,861
建仓
—
NORWEGIAN CRUISE LINE HLDG L
+$397.2K
19,588
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$393.9K
7,334
-4%
减持
CCJ
CAMECO CORP
+$380.1K
14,148
-13%
建仓
BTI
BRITISH AMERN TOB PLC
+$367.9K
7,651
增持
QINT
AMERICAN CENTY ETF TR
+$365.0K
56,659
+0%
增持
TSLA
TESLA INC
+$362.8K
3,875
+16%
建仓
CGCB
CAPITAL GRP FIXED INCM ETF T
+$362.0K
13,764
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$361.0K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$332.8K
402
增持
GE
GE AEROSPACE
+$327.5K
2,587
+53%
建仓
VRT
VERTIV HOLDINGS CO
+$321.5K
2,503
建仓
CTAS
CINTAS CORP
+$318.7K
1,430
增持
CAT
CATERPILLAR INC
+$308.2K
4,786
+2%
建仓
TSCO
TRACTOR SUPPLY CO
+$302.7K
5,737
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$302.1K
3,059
+38%
增持
TFC
TRUIST FINL CORP
+$296.9K
12,737
+109%
建仓
FANG
DIAMONDBACK ENERGY INC
+$289.7K
2,109
建仓
DHR
DANAHER CORPORATION
+$287.7K
1,454
减持
VONG
VANGUARD SCOTTSDALE FDS
-$277.5K
19,158
-25%
建仓
SHY
ISHARES TR
+$275.8K
3,329
建仓
TLT
ISHARES TR
+$275.5K
3,122
建仓
GEV
GE VERNOVA INC
+$274.5K
519
建仓
IVV
ISHARES TR
+$273.4K
440
增持
TJX
TJX COS INC NEW
+$272.1K
8,692
+32%
增持
NFLX
NETFLIX INC
+$269.9K
644
+1%
建仓
GSK
GSK PLC
+$269.5K
6,951
建仓
CL
COLGATE PALMOLIVE CO
+$269.4K
2,964
建仓
ROP
ROPER TECHNOLOGIES INC
+$264.1K
466
增持
MRK
MERCK & CO INC
+$261.4K
5,888
+155%
增持
VLO
VALERO ENERGY CORP
+$254.6K
4,994
+58%
建仓
OKLO
OKLO INC
+$252.0K
4,500
增持
AVDE
AMERICAN CENTY ETF TR
+$251.1K
30,322
+1%
建仓
C
CITIGROUP INC
+$250.6K
2,944
建仓
COIN
COINBASE GLOBAL INC
+$250.5K
715
建仓
RSG
REPUBLIC SVCS INC
+$248.3K
1,007
建仓
VRSK
VERISK ANALYTICS INC
+$244.8K
786
建仓
AMD
ADVANCED MICRO DEVICES INC
+$244.7K
1,724
清仓
GM
GENERAL MTRS CO
-$242.4K
0
-100%
建仓
GSEW
GOLDMAN SACHS ETF TR
+$239.0K
2,932
清仓
IEFA
ISHARES TR
-$237.5K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$237.0K
12,308
-5%
建仓
SNOW
SNOWFLAKE INC
+$235.1K
1,050
增持
DE
DEERE & CO
+$233.4K
1,093
+59%
清仓
EOG
EOG RES INC
-$232.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$230.0K
0
-100%
增持
HON
HONEYWELL INTL INC
+$226.1K
2,724
+41%
增持
ADBE
ADOBE INC
+$224.5K
1,213
+90%
建仓
UBER
UBER TECHNOLOGIES INC
+$219.0K
2,347
建仓
KLAC
KLA CORP
+$218.6K
244
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$218.4K
3,865
+6%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$217.3K
2,735
增持
—
ACCENTURE PLC IRELAND
+$216.8K
1,521
+100%
增持
MELI
MERCADOLIBRE INC
+$216.5K
321
+1%
建仓
—
UBS GROUP AG
+$208.5K
6,164
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$207.7K
15,749
+6%
减持
AVSC
AMERICAN CENTY ETF TR
-$207.1K
14,383
-27%
增持
CRM
SALESFORCE INC
+$205.2K
2,237
+48%
建仓
TMUS
T-MOBILE US INC
+$202.4K
849
清仓
TM
TOYOTA MOTOR CORP
-$201.9K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$201.5K
0
-100%
清仓
SHOP
SHOPIFY INC
-$200.7K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$200.7K
1,319
-1%
增持
MU
MICRON TECHNOLOGY INC
+$188.3K
3,958
+15%
建仓
CHI
CALAMOS CONV OPPORTUNITIES &
+$186.7K
17,745
建仓
FCT
FIRST TR SR FLTG RATE INCOME
+$179.8K
17,697
建仓
TRIN
TRINITY CAP INC
+$175.0K
12,000
建仓
QYLD
GLOBAL X FDS
+$169.3K
10,123
增持
PNC
PNC FINL SVCS GROUP INC
+$169.0K
2,873
+38%
增持
MCD
MCDONALDS CORP
+$161.2K
1,850
+52%
减持
AVUS
AMERICAN CENTY ETF TR
+$159.7K
20,812
-1%
增持
JNJ
JOHNSON & JOHNSON
+$159.3K
16,428
+16%
建仓
HIX
WESTERN ASSET HIGH INCOM FD
+$158.0K
36,411
减持
ACLC
AMERICAN CENTY ETF TR
-$153.6K
68,700
-12%
减持
LRCX
LAM RESEARCH CORP
+$150.5K
8,247
-8%
增持
PH
PARKER-HANNIFIN CORP
+$144.7K
1,310
+3%
增持
IJH
ISHARES TR
+$137.6K
29,215
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$129.8K
510
+21%
减持
UTG
REAVES UTIL INCOME FD
-$129.1K
17,774
-25%
增持
BAC
BANK AMERICA CORP
+$110.6K
14,505
+5%
减持
PAYX
PAYCHEX INC
-$109.2K
3,282
-14%
减持
BITB
BITWISE BITCOIN ETF TR
+$99.3K
7,655
-2%
增持
SAN
BANCO SANTANDER S.A.
+$99.1K
20,322
+96%
增持
SONY
SONY GROUP CORP
+$97.2K
12,984
+37%
减持
QGRO
AMERICAN CENTY ETF TR
+$91.3K
7,138
-3%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$90.0K
11,200
增持
MA
MASTERCARD INCORPORATED
+$88.6K
1,276
+11%
增持
V
VISA INC
+$86.3K
3,055
+7%
增持
ENB
ENBRIDGE INC
+$84.7K
10,394
+19%
增持
CVX
CHEVRON CORP NEW
+$80.8K
4,632
+33%
增持
HAL
HALLIBURTON CO
+$76.8K
15,367
+65%
增持
MS
MORGAN STANLEY
+$74.4K
2,657
+3%
增持
LLY
ELI LILLY & CO
+$72.0K
1,183
+15%
减持
BA
BOEING CO
+$70.0K
1,933
-2%
减持
AVEM
AMERICAN CENTY ETF TR
+$65.6K
9,306
-2%
