Sunpointe, LLC
- SEC CIK
- 0002012181
- 最新申報
- 2026/7/24
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/20 申報。只含多頭部位。
- 持股檔數
- 132
- 2023 年第 3 季沒有申報
- 總值
- $7,876 萬
- 2023 年第 3 季沒有申報
Sunpointe, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 13,249 | $498.2 萬 | 6.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 24,838 | $478.2 萬 | 6.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 20,040 | $304.5 萬 | 3.9% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,596 | $244.4 萬 | 3.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,364 | $216.1 萬 | 2.7% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 25,421 | $215.7 萬 | 2.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 15,001 | $209.5 萬 | 2.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 8,016 | $190.1 萬 | 2.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 11,857 | $187.1 萬 | 2.4% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 14,548 | $160.2 萬 | 2.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,022 | $139.0 萬 | 1.8% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,553 | $134.4 萬 | 1.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 7,495 | $127.5 萬 | 1.6% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 21,571 | $119.5 萬 | 1.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 8,047 | $113.4 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,852 | $100.3 萬 | 1.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,722 | $94.3 萬 | 1.2% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,199 | $90.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,047 | $86.0 萬 | 1.1% | – | – | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 16,718 | $84.1 萬 | 1.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,370 | $83.9 萬 | 1.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,176 | $78.9 萬 | 1.0% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 682 | $76.1 萬 | 1.0% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,994 | $73.5 萬 | 0.9% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,428 | $72.0 萬 | 0.9% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 914 | $71.8 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,896 | $68.9 萬 | 0.9% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 4,201 | $66.5 萬 | 0.8% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 6,385 | $66.1 萬 | 0.8% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,952 | $65.3 萬 | 0.8% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,080 | $64.4 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,770 | $63.1 萬 | 0.8% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,359 | $62.6 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,767 | $58.4 萬 | 0.7% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,061 | $56.9 萬 | 0.7% | – | – | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 8,228 | $56.8 萬 | 0.7% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,305 | $55.7 萬 | 0.7% | – | – | 歷史 |
| CCJCameco Corp | Stock | 12,627 | $54.4 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,922 | $53.3 萬 | 0.7% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,066 | $52.9 萬 | 0.7% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,081 | $50.1 萬 | 0.6% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,125 | $49.8 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,171 | $49.7 萬 | 0.6% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,586 | $48.4 萬 | 0.6% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,037 | $48.0 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 688 | $46.4 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,110 | $46.4 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,287 | $46.3 萬 | 0.6% | – | – | 歷史 |
| APAAPA Corp | Stock | 12,895 | $46.3 萬 | 0.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,741 | $45.8 萬 | 0.6% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,146 | $45.6 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,132 | $45.4 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,496 | $45.4 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 4,942 | $44.8 萬 | 0.6% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 3,728 | $44.4 萬 | 0.6% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,400 | $42.8 萬 | 0.5% | – | – | – |
| CMCSAComcast Corp | Stock | 9,631 | $42.2 萬 | 0.5% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 3,132 | $40.7 萬 | 0.5% | – | – | 歷史 |
| CSXCSX Corp | Stock | 11,598 | $40.2 萬 | 0.5% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,507 | $39.4 萬 | 0.5% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 3,912 | $38.0 萬 | 0.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,309 | $37.7 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 13,094 | $37.7 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,536 | $37.2 萬 | 0.5% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 446 | $37.0 萬 | 0.5% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 3,698 | $36.7 萬 | 0.5% | – | – | – |
| LLYEli Lilly & Co | Stock | 628 | $36.6 萬 | 0.5% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,546 | $36.5 萬 | 0.5% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,348 | $36.4 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 9,269 | $36.3 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 10,683 | $36.0 萬 | 0.5% | – | – | 歷史 |
| NGGNational Grid PLC | SPONSORED ADR NE | 5,148 | $35.6 萬 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,223 | $35.1 萬 | 0.4% | – | – | 歷史 |
| HALHalliburton Co | Stock | 9,359 | $33.8 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,685 | $33.0 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 4,680 | $32.8 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 5,489 | $32.3 萬 | 0.4% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,076 | $32.2 萬 | 0.4% | – | – | 歷史 |
| WMBWilliams Companies, Inc. | COM | 8,986 | $31.3 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 5,139 | $31.2 萬 | 0.4% | – | – | 歷史 |
| SAPSAP SE | ADR | 2,015 | $31.1 萬 | 0.4% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 631 | $30.7 萬 | 0.4% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q225 | BETA CDA ETF NEW | 4,757 | $30.5 萬 | 0.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,867 | $30.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,410 | $30.1 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 1,397 | $29.3 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,790 | $29.0 萬 | 0.4% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,129 | $28.8 萬 | 0.4% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 541 | $28.7 萬 | 0.4% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 7,864 | $28.5 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,608 | $28.3 萬 | 0.4% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,491 | $28.3 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,470 | $27.7 萬 | 0.4% | – | – | – |
| DEDeere & Co | Stock | 683 | $27.4 萬 | 0.3% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 5,793 | $27.2 萬 | 0.3% | – | – | 歷史 |
| LYBLyondellBasell Industries N.V. | SHS - A - | 2,822 | $26.8 萬 | 0.3% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 6,081 | $26.6 萬 | 0.3% | – | – | 歷史 |
| BCEBce Inc | COM NEW | 6,608 | $26.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 2,902 | $26.1 萬 | 0.3% | – | – | – |
| LHLabcorp Holdings Inc. | COM NEW | 1,110 | $25.2 萬 | 0.3% | – | – | 歷史 |