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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 33
增持 63
减持 41
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$3.0M
5,736
-50%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.8M
6
-40%
减持
NVDA
NVIDIA CORPORATION
+$2.6M
108,072
-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。
建仓
MPWR
MONOLITHIC PWR SYS INC
+$2.5M
2,662
减持
RBA
RB GLOBAL INC
-$2.3M
4,274
-83%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$2.1M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
32,070
+14%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$1.8M
82,728
+501%
减持
AAPL
APPLE INC
+$1.6M
36,688
-2%
增持
AVGO
BROADCOM INC
+$1.6M
25,043
+3%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$1.4M
5,525
建仓
DHI
D R HORTON INC
+$1.2M
7,189
建仓
HOOD
ROBINHOOD MKTS INC
+$1.2M
8,448
减持
CAT
CATERPILLAR INC
-$1.1M
1,538
-68%
清仓
NVO
NOVO-NORDISK A S
-$1.1M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$1.1M
3,767
-58%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.1M
0
-100%
建仓
B
BARRICK MNG CORP
+$1.0M
30,994
减持
—
EATON CORP PLC
-$1.0M
1,035
-74%
建仓
NRG
NRG ENERGY INC
+$951.3K
5,874
增持
GOOG
ALPHABET INC
+$946.1K
11,646
+9%
增持
COIN
COINBASE GLOBAL INC
+$882.8K
3,358
+370%
增持
ACIO
ETF SER SOLUTIONS
+$878.9K
152,991
+10%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$876.7K
33,183
减持
NEE
NEXTERA ENERGY INC
-$875.2K
8,514
-61%
减持
GOOGL
ALPHABET INC
+$864.5K
13,443
-1%
增持
MOAT
VANECK ETF TRUST
+$794.9K
52,225
+12%
增持
JNJ
JOHNSON & JOHNSON
+$667.0K
17,131
+4%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$664.3K
22,645
+13%
建仓
HWM
HOWMET AEROSPACE INC
+$613.4K
3,126
增持
FANG
DIAMONDBACK ENERGY INC
+$549.0K
5,861
+178%
建仓
PZZA
PAPA JOHNS INTL INC
+$532.4K
11,057
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$528.4K
21,222
+7%
建仓
PWR
QUANTA SVCS INC
+$517.6K
1,249
增持
MSFT
MICROSOFT CORP
+$515.7K
15,618
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$512.7K
21,616
+13%
增持
TSLA
TESLA INC
+$493.6K
3,878
+0%
建仓
RBLX
ROBLOX CORP
+$472.1K
3,408
清仓
ADBE
ADOBE INC
-$469.1K
0
-100%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$425.3K
3,197
增持
—
CARNIVAL CORP
+$415.8K
60,391
+28%
建仓
—
TE CONNECTIVITY PLC
+$393.2K
1,791
增持
LOW
LOWES COS INC
+$387.7K
4,667
+32%
建仓
APA
APA CORPORATION
+$356.8K
14,694
增持
SNOW
SNOWFLAKE INC
+$346.2K
2,577
+145%
建仓
LVS
LAS VEGAS SANDS CORP
+$344.3K
6,400
建仓
REET
ISHARES TR
+$339.4K
13,279
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$337.2K
59,325
+5%
清仓
AXON
AXON ENTERPRISE INC
-$332.8K
0
-100%
建仓
—
NEBIUS GROUP N.V.
+$325.7K
2,901
减持
ACLC
AMERICAN CENTY ETF TR
+$320.8K
68,499
-0%
增持
PFE
PFIZER INC
+$318.9K
64,045
+18%
增持
JPM
JPMORGAN CHASE & CO.
+$314.4K
12,133
+0%
清仓
TSCO
TRACTOR SUPPLY CO
-$302.7K
0
-100%
增持
VCRM
VANGUARD MUN BD FDS
+$298.0K
18,300
+25%
减持
LRCX
LAM RESEARCH CORP
+$297.2K
8,213
-0%
增持
WMT
WALMART INC
+$296.7K
29,925
+5%
建仓
SYY
SYSCO CORP
+$294.9K
3,581
建仓
LMT
LOCKHEED MARTIN CORP
+$275.1K
551
增持
OKLO
OKLO INC
+$272.7K
4,700
+4%
建仓
WM
WASTE MGMT INC DEL
+$271.0K
1,227
增持
DKNG
DRAFTKINGS INC NEW
+$258.5K
24,011
+61%
减持
MELI
MERCADOLIBRE INC
-$256.9K
249
-22%
清仓
ISRG
INTUITIVE SURGICAL INC
-$251.8K
0
-100%
清仓
RSG
REPUBLIC SVCS INC
-$248.3K
0
-100%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$245.3K
26,088
+33%
清仓
VRSK
VERISK ANALYTICS INC
-$244.8K
0
-100%
建仓
KMB
KIMBERLY-CLARK CORP
+$241.7K
1,927
建仓
GM
GENERAL MTRS CO
+$238.3K
3,908
清仓
FTNT
FORTINET INC
-$233.6K
0
-100%
减持
NOW
SERVICENOW INC
-$233.4K
1,224
-7%
减持
SAP
SAP SE
-$224.0K
1,604
-25%
建仓
SHOP
SHOPIFY INC
+$223.4K
1,503
建仓
CEG
CONSTELLATION ENERGY CORP
+$223.1K
678
增持
IJH
ISHARES TR
+$220.3K
31,139
+7%
建仓
IWN
ISHARES TR
+$212.2K
1,200
建仓
CRCL
CIRCLE INTERNET GROUP INC
+$212.1K
1,600
建仓
FE
FIRSTENERGY CORP
+$211.9K
4,625
建仓
DFEM
DIMENSIONAL ETF TRUST
+$210.9K
6,578
建仓
BMO
BANK MONTREAL QUE
+$208.3K
1,599
清仓
CI
THE CIGNA GROUP
-$208.1K
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$208.1K
1,679
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$206.6K
53,261
+7%
建仓
APP
APPLOVIN CORP
+$206.2K
287
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$206.1K
14,002
-23%
建仓
ADI
ANALOG DEVICES INC
+$205.7K
837
增持
HAL
HALLIBURTON CO
+$203.9K
21,018
+37%
清仓
KVUE
KENVUE INC
-$203.6K
0
-100%
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$195.7K
16,813
+7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$195.4K
3,959
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$195.0K
3,264
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$193.9K
6,535
+39%
建仓
—
AMCOR PLC
+$188.6K
23,055
增持
MU
MICRON TECHNOLOGY INC
+$183.3K
4,011
+1%
增持
PG
PROCTER AND GAMBLE CO
+$179.6K
13,931
+13%
减持
ABBV
ABBVIE INC
+$167.9K
3,969
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$164.9K
24,417
+16%
减持
VLO
VALERO ENERGY CORP
+$163.6K
4,904
-2%
减持
HD
HOME DEPOT INC
-$157.3K
2,529
-22%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$155.8K
6,506
-11%
减持
NEM
NEWMONT CORP
+$142.4K
20,616
-25%
减持
BA
BOEING CO
-$136.1K
1,246
-36%
减持
ORCL
ORACLE CORP
+$135.7K
4,807
-14%
减持
CRM
SALESFORCE INC
-$132.7K
2,015
-10%
增持
SPSM
SPDR SERIES TRUST
+$130.9K
8,973
+34%
增持
VNQ
VANGUARD INDEX FDS
+$128.5K
5,020
+35%
增持
—
ROYAL CARIBBEAN GROUP
+$128.4K
6,715
+3%
增持
CVX
CHEVRON CORP NEW
+$128.1K
5,096
+10%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$125.2K
5,330
-36%
增持
TFC
TRUIST FINL CORP
+$120.3K
14,608
+15%
增持
VTHR
VANGUARD SCOTTSDALE FDS
+$115.8K
1,779
+19%
增持
EFA
ISHARES TR
+$114.9K
9,281
+10%
增持
EEM
ISHARES TR
+$113.0K
17,404
+3%
增持
USB
US BANCORP DEL
+$102.3K
15,710
+8%
增持
SCHB
SCHWAB STRATEGIC TR
+$100.9K
32,496
+5%
增持
PLD
PROLOGIS INC.
+$100.3K
2,860
+32%
减持
TJX
TJX COS INC NEW
-$95.9K
6,763
-22%
减持
V
VISA INC
-$90.7K
2,912
-5%
增持
NFLX
NETFLIX INC
-$88.6K
645
+0%
减持
DIS
DISNEY WALT CO
-$88.4K
4,277
-8%
增持
UTG
REAVES UTIL INCOME FD
+$87.0K
18,427
+4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$84.7K
1,817
+3%
减持
T
AT&T INC
-$80.4K
12,648
-16%
减持
SONY
SONY GROUP CORP
-$80.0K
8,961
-31%
增持
PH
PARKER-HANNIFIN CORP
+$79.1K
1,311
+0%
减持
MS
MORGAN STANLEY
-$77.0K
1,870
-30%
减持
BIL
SPDR SERIES TRUST
-$74.1K
9,038
-8%
增持
FISV
FISERV INC
-$74.0K
3,143
+13%
减持
GE
GE AEROSPACE
+$73.0K
2,453
-5%
增持
NSC
NORFOLK SOUTHN CORP
+$72.5K
1,613
+0%
减持
META
META PLATFORMS INC
-$71.4K
2,950
-3%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$70.7K
7,120
+14%
增持
PEP
PEPSICO INC
+$70.2K
2,697
+15%
增持
ENB
ENBRIDGE INC
+$69.0K
10,695
+3%
减持
RTX
RTX CORPORATION
+$66.9K
3,233
-0%
减持
GWW
GRAINGER W W INC
-$66.7K
454
-5%
减持
CMCSA
COMCAST CORP NEW
-$64.5K
10,016
-6%
减持
PAYX
PAYCHEX INC
-$62.8K
3,270
-0%
减持
HON
HONEYWELL INTL INC
-$62.3K
2,717
-0%
增持
GS
GOLDMAN SACHS GROUP INC
+$61.2K
530
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$59.8K
11,516
+12%
增持
KLAC
KLA CORP
+$59.7K
258
+6%
减持
PM
PHILIP MORRIS INTL INC
-$59.2K
2,507
-1%
增持
—
EXXON MOBIL CORP
+$57.3K
9,868
+1%
减持
SNY
SANOFI SA
-$57.0K
5,352
-16%
增持
VRT
VERTIV HOLDINGS CO
+$56.4K
2,505
+0%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$56.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$53.2K
839
+3%
增持
C
CITIGROUP INC
+$52.4K
2,985
+1%
增持
—
ACCENTURE PLC IRELAND
-$51.5K
1,634
+7%
