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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 32
增持 70
减持 23
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$3.1M
200,827
+143%
增持
AAPL
APPLE INC
+$2.3M
42,786
+17%
增持
VTI
VANGUARD INDEX FDS
+$2.2M
38,128
+19%
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
GOOGL
ALPHABET INC
+$1.8M
16,239
+21%
减持
COST
COSTCO WHSL CORP NEW
-$1.7M
634
-74%
增持
PWR
QUANTA SVCS INC
+$1.4M
4,592
+268%
建仓
DPZ
DOMINOS PIZZA INC
+$935.8K
2,245
增持
AMZN
AMAZON COM INC
+$901.6K
24,788
+13%
减持
ULTA
ULTA BEAUTY INC
-$892.9K
994
-64%
增持
AVGO
BROADCOM INC
+$889.8K
26,443
+6%
增持
NOW
SERVICENOW INC
-$880.6K
1,605
+31%
增持
LVS
LAS VEGAS SANDS CORP
+$866.4K
18,600
+191%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$837.9K
24,730
+17%
增持
NEM
NEWMONT CORP
+$779.2K
25,212
+22%
增持
MOAT
VANECK ETF TRUST
+$772.7K
57,442
+10%
建仓
AIQ
GLOBAL X FDS
+$744.5K
14,625
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$709.6K
70,226
+18%
增持
VCRM
VANGUARD MUN BD FDS
+$702.3K
27,516
+50%
增持
ACIO
ETF SER SOLUTIONS
+$696.9K
167,993
+10%
减持
GOOG
ALPHABET INC
+$671.3K
11,178
-4%
建仓
VXUS
VANGUARD STAR FDS
+$665.6K
8,823
减持
—
ROYAL CARIBBEAN GROUP
-$658.7K
5,428
-19%
减持
SOFI
SOFI TECHNOLOGIES INC
-$657.6K
8,370
-75%
建仓
WRBY
WARBY PARKER INC
+$654.8K
30,052
建仓
ALK
ALASKA AIR GROUP INC
+$640.7K
12,738
增持
NVDA
NVIDIA CORPORATION
+$608.0K
111,384
+3%
清仓
MELI
MERCADOLIBRE INC
-$581.9K
0
-100%
建仓
SBUX
STARBUCKS CORP
+$568.2K
6,748
减持
DHI
D R HORTON INC
-$550.2K
4,639
-35%
清仓
PZZA
PAPA JOHNS INTL INC
-$532.4K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$532.1K
7,732
+19%
增持
MU
MICRON TECHNOLOGY INC
+$509.8K
4,136
+3%
减持
HOOD
ROBINHOOD MKTS INC
-$507.2K
6,210
-26%
建仓
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$500.4K
20,506
清仓
RBLX
ROBLOX CORP
-$472.1K
0
-100%
建仓
—
VIKING HOLDINGS LTD
+$457.0K
6,400
清仓
—
TOTALENERGIES SE
-$444.1K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$442.8K
60,416
+13%
增持
LLY
ELI LILLY & CO
+$439.7K
1,227
+7%
清仓
QQQI
NEOS ETF TRUST
-$429.7K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$406.6K
0
-100%
清仓
FISV
FISERV INC
-$405.2K
0
-100%
清仓
EAT
BRINKER INTL INC
-$401.4K
0
-100%
增持
ORCL
ORACLE CORP
-$399.2K
4,888
+2%
减持
PG
PROCTER AND GAMBLE CO
-$398.4K
12,156
-13%
增持
AXP
AMERICAN EXPRESS CO
+$379.4K
1,831
+104%
建仓
LULU
LULULEMON ATHLETICA INC
+$378.2K
1,820
清仓
VRT
VERTIV HOLDINGS CO
-$377.9K
0
-100%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$372.0K
24,449
+13%
建仓
GAP
GAP INC
+$361.9K
14,138
增持
DKNG
DRAFTKINGS INC NEW
+$360.5K
36,520
+52%
增持
UNP
UNION PAC CORP
+$325.8K
4,709
+46%
清仓
—
NEBIUS GROUP N.V.
-$325.7K
0
-100%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$324.6K
8,896
增持
LRCX
LAM RESEARCH CORP
+$313.6K
8,256
+1%
增持
REET
ISHARES TR
+$296.8K
25,498
+92%
清仓
SYY
SYSCO CORP
-$294.9K
0
-100%
减持
B
BARRICK MNG CORP
-$293.5K
16,583
-46%
增持
COIN
COINBASE GLOBAL INC
-$291.4K
3,723
+11%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$282.6K
23,900
+6%
增持
APA
APA CORPORATION
+$278.8K
25,986
+77%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$275.5K
475
清仓
WM
WASTE MGMT INC DEL
-$271.0K
0
-100%
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$267.7K
7,771
建仓
ISRG
INTUITIVE SURGICAL INC
+$266.8K
471
建仓
CME
CME GROUP INC
+$265.7K
973
增持
MRK
MERCK & CO INC
+$262.5K
7,227
+21%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$261.4K
1,783
建仓
BND
VANGUARD BD INDEX FDS
+$260.4K
3,516
建仓
CSCO
CISCO SYS INC
+$255.0K
3,311
建仓
BOTZ
GLOBAL X FDS
+$254.7K
7,000
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$252.7K
41,324
+99%
建仓
MAR
MARRIOTT INTL INC NEW
+$249.1K
803
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$242.1K
1,716
清仓
KMB
KIMBERLY-CLARK CORP
-$241.7K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$241.4K
0
-100%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$240.8K
27,226
+101%
清仓
MSI
MOTOROLA SOLUTIONS INC
-$237.4K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$231.7K
6,737
-41%
建仓
EWS
ISHARES INC
+$230.5K
8,378
减持
CRS
CARPENTER TECHNOLOGY CORP
+$229.6K
5,038
-9%
建仓
WEC
WEC ENERGY GROUP INC
+$229.4K
2,175
建仓
TXN
TEXAS INSTRS INC
+$224.3K
1,293
减持
CCJ
CAMECO CORP
-$222.0K
8,851
-28%
增持
COF
CAPITAL ONE FINL CORP
+$218.3K
4,205
+12%
减持
JNJ
JOHNSON & JOHNSON
+$218.0K
16,402
-4%
建仓
GREK
GLOBAL X FDS
+$216.7K
3,219
清仓
—
LINDE PLC
-$214.7K
0
-100%
建仓
TM
TOYOTA MOTOR CORP
+$213.8K
999
建仓
XSOE
WISDOMTREE TR
+$213.1K
5,462
建仓
FCX
FREEPORT-MCMORAN INC
+$212.3K
4,179
清仓
CRCL
CIRCLE INTERNET GROUP INC
-$212.1K
0
-100%
建仓
ENZL
ISHARES TR
+$211.7K
4,677
清仓
—
AON PLC
-$211.6K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$210.2K
0
-100%
清仓
SO
SOUTHERN CO
-$209.9K
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$209.8K
5,952
+4%
清仓
BMO
BANK MONTREAL QUE
-$208.3K
0
-100%
建仓
EXC
EXELON CORP
+$204.7K
4,695
建仓
UGI
UGI CORP NEW
+$204.5K
5,409
清仓
CP
CANADIAN PACIFIC KANSAS CITY
-$204.2K
0
-100%
建仓
FLBR
FRANKLIN TEMPLETON ETF TR
+$202.6K
10,382
增持
BBCA
J P MORGAN EXCHANGE TRADED F
+$201.7K
17,939
+7%
增持
IJH
ISHARES TR
+$199.5K
33,813
+9%
减持
MID
AMERICAN CENTY ETF TR
-$193.1K
71,760
-2%
增持
FANG
DIAMONDBACK ENERGY INC
+$191.4K
6,852
+17%
增持
QINT
AMERICAN CENTY ETF TR
+$173.9K
56,844
+0%
清仓
XERS
XERIS BIOPHARMA HOLDINGS INC
-$170.9K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$170.7K
1,325
+1%
增持
JPM
JPMORGAN CHASE & CO.
+$164.6K
12,388
+2%
增持
—
EXXON MOBIL CORP
+$164.0K
10,609
+8%
增持
META
META PLATFORMS INC
-$163.7K
3,034
+3%
清仓
PMO
PUTNAM MUN OPPORTUNITIES TR
-$158.7K
0
-100%
增持
CAT
CATERPILLAR INC
+$150.1K
1,543
+0%
增持
—
CARNIVAL CORP
+$147.9K
62,010
+3%
减持
—
NORWEGIAN CRUISE LINE HLDG L
-$145.1K
22,288
-15%
减持
IGR
CBRE GBL REAL ESTATE INC FD
-$142.6K
67,075
-21%
增持
DAL
DELTA AIR LINES INC DEL
+$140.1K
7,666
+11%
增持
MSFT
MICROSOFT CORP
-$137.1K
16,443
+5%
增持
NFLX
NETFLIX INC
-$133.6K
6,823
+958%
增持
C
CITIGROUP INC
+$133.1K
3,737
+25%
增持
HD
HOME DEPOT INC
-$128.3K
2,605
+3%
减持
VLO
VALERO ENERGY CORP
-$128.3K
4,341
-11%
增持
CRM
SALESFORCE INC
+$126.6K
2,280
+13%
增持
RTX
RTX CORPORATION
+$126.5K
3,639
+13%
减持
WMT
WALMART INC
+$121.6K
28,713
-4%
增持
VNQ
VANGUARD INDEX FDS
+$121.6K
6,560
+31%
增持
USB
US BANCORP DEL
+$120.3K
16,477
+5%
增持
BAC
BANK AMERICA CORP
+$119.8K
15,409
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$117.6K
1,760
+10%
减持
JAAA
JANUS DETROIT STR TR
-$114.1K
5,420
-29%
增持
PAYX
PAYCHEX INC
+$109.6K
4,672
+43%
增持
AMAT
APPLIED MATLS INC
+$109.5K
1,609
+8%
减持
MPWR
MONOLITHIC PWR SYS INC
-$106.1K
2,587
-3%
增持
TJX
TJX COS INC NEW
+$102.7K
7,032
+4%
增持
LOW
LOWES COS INC
+$99.5K
5,276
+13%
增持
PLD
PROLOGIS INC.
+$97.3K
3,328
+16%
减持
NEE
NEXTERA ENERGY INC
-$94.1K
6,834
-20%
增持
SPY
SPDR S&P 500 ETF TR
+$90.6K
3,321
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$89.8K
582
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$87.5K
1,293
+23%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$86.6K
2,439
+0%
增持
SCHW
SCHWAB CHARLES CORP
+$86.3K
7,108
+9%
增持
ITOT
ISHARES TR
+$85.5K
3,351
+18%
减持
NRG
NRG ENERGY INC
-$84.6K
5,443
-7%
增持
CEG
CONSTELLATION ENERGY CORP
+$82.8K
866
+28%
减持
KBWY
INVESCO EXCH TRADED FD TR II
-$82.5K
14,442
-25%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$79.1K
0
-100%
增持
BITB
BITWISE BITCOIN ETF TR
-$78.8K
8,357
+9%
增持
MS
MORGAN STANLEY
+$77.0K
2,108
+13%
