Pacific Point Advisors, LLC
- SEC CIK
- 0002056976
- 最新申報
- 2026/7/24
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/4 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 133
- 較 2025 年第 4 季 +1
- 總值
- $1.90 億
- 較 2025 年第 4 季 +$271.7 萬 (+1.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 387,247 | $3,549 萬 | 18.7% | +72,922+23.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,266 | $615.9 萬 | 3.2% | +444+1.9% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 16,368 | $608.5 萬 | 3.2% | +23+0.1% | 加碼 | 歷史 |
| IAUiShares Gold Trust | ETF | 68,862 | $607.1 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 15,945 | $457.4 萬 | 2.4% | −40.0% | 減碼 | 歷史 |
| HUBBHubbell Inc | COM | 8,105 | $397.7 萬 | 2.1% | +10.0% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 9,100 | $336.8 萬 | 1.8% | +113+1.3% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 9,292 | $314.0 萬 | 1.7% | −51−0.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,516 | $280.4 萬 | 1.5% | +3,214+97.3% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,574 | $272.9 萬 | 1.4% | +32+0.2% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 5,396 | $233.3 萬 | 1.2% | +297+5.8% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 1,759 | $232.3 萬 | 1.2% | +5+0.3% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,330 | $232.1 萬 | 1.2% | +60+2.6% | 加碼 | 歷史 |
| LITELumentum Holdings Inc. | COM | 3,000 | $210.8 萬 | 1.1% | +1,200+66.7% | 加碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 22,803 | $210.5 萬 | 1.1% | −54−0.2% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,003 | $208.3 萬 | 1.1% | +642+6.9% | 加碼 | 歷史 |
| BGBunge Global SA | COM SHS | 16,117 | $205.0 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| ETNEaton Corp plc | Stock | 5,549 | $198.5 萬 | 1.0% | +15+0.3% | 加碼 | 歷史 |
| BEBloom Energy Corp | COM CL A | 14,000 | $189.7 萬 | 1.0% | +4,000+40.0% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 6,122 | $189.5 萬 | 1.0% | −3,760−38.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 15,122 | $187.9 萬 | 1.0% | −33−0.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,313 | $179.9 萬 | 0.9% | +724+7.6% | 加碼 | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 17,857 | $179.8 萬 | 0.9% | −2,806−13.6% | 減碼 | – |
| ANETArista Networks, Inc. | Stock | 14,246 | $174.9 萬 | 0.9% | −65−0.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,678 | $173.0 萬 | 0.9% | −16,032−31.6% | 減碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 11,383 | $172.3 萬 | 0.9% | 00.0% | 不變 | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 20,547 | $169.7 萬 | 0.9% | 00.0% | 不變 | – |
| AAOIApplied Optoelectronics, Inc. | COM | 20,000 | $169.2 萬 | 0.9% | −20,000−50.0% | 減碼 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,742 | $169.1 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| MUMicron Technology Inc | Stock | 5,000 | $168.9 萬 | 0.9% | +3,000+150.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,101 | $163.6 萬 | 0.9% | +4,131+425.9% | 加碼 | – |
| HSYHershey Co | COM | 7,801 | $162.2 萬 | 0.9% | −144−1.8% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 3,067 | $153.3 萬 | 0.8% | +9+0.3% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 11,993 | $149.1 萬 | 0.8% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 21,936 | $148.1 萬 | 0.8% | −260−1.2% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 16,693 | $142.3 萬 | 0.8% | −105−0.6% | 減碼 | 歷史 |
| MTDMettler Toledo International Inc | COM | 1,125 | $141.9 萬 | 0.7% | +2+0.2% | 加碼 | 歷史 |
| VSTSVestis Corp | COM SHS | 178,277 | $140.1 萬 | 0.7% | −36,409−17.0% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 6,052 | $139.1 萬 | 0.7% | +69+1.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,008 | $135.9 萬 | 0.7% | +35+0.4% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 5,097 | $135.6 萬 | 0.7% | −79−1.5% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 4,301 | $135.1 萬 | 0.7% | −7−0.2% | 減碼 | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,385 | $134.0 萬 | 0.7% | +5+0.2% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,316 | $133.7 萬 | 0.7% | +357+18.2% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,937 | $133.6 萬 | 0.7% | −91−1.8% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,248 | $133.6 萬 | 0.7% | +253+2.8% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,492 | $132.1 萬 | 0.7% | +147+3.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 14,208 | $132.0 萬 | 0.7% | −31−0.2% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,006 | $131.1 萬 | 0.7% | +730+57.2% | 加碼 | – |
| GEVGE Vernova Inc. | Stock | 1,500 | $130.9 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| LLYEli Lilly & Co | Stock | 1,420 | $130.6 萬 | 0.7% | +7+0.5% | 加碼 | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 13,681 | $127.7 萬 | 0.7% | +596+4.6% | 加碼 | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,231 | $127.4 萬 | 0.7% | 00.0% | 不變 | – |
| SNDKSandisk Corp | COM | 2,000 | $127.1 萬 | 0.7% | +2,000 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 9,000 | $121.2 萬 | 0.6% | +4,000+80.0% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 26,684 | $120.9 萬 | 0.6% | +33+0.1% | 加碼 | 歷史 |
| ROLRollins Inc | COM | 22,483 | $120.1 萬 | 0.6% | −17−0.1% | 減碼 | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 13,480 | $116.8 萬 | 0.6% | +13,480 | 新進 | – |
| LRCXLam Research Corp | Stock | 5,392 | $115.2 萬 | 0.6% | −108−2.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,613 | $114.3 萬 | 0.6% | +4+0.2% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 3,374 | $110.9 萬 | 0.6% | +26+0.8% | 加碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 10,000 | $109.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| AZOAutoZone Inc | COM | 321 | $108.4 萬 | 0.6% | −9−2.7% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 5,213 | $105.9 萬 | 0.6% | +259+5.2% | 加碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,200 | $104.1 萬 | 0.5% | 00.0% | 不變 | – |
| CLXClorox Co | Stock | 9,722 | $100.7 萬 | 0.5% | +505+5.5% | 加碼 | 歷史 |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 10,023 | $99.7 萬 | 0.5% | −6,066−37.7% | 減碼 | – |
| MKCMcCormick & Co Inc | Stock | 19,444 | $98.1 萬 | 0.5% | −338−1.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,703 | $97.4 萬 | 0.5% | +211+14.1% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 10,103 | $93.1 萬 | 0.5% | +998+11.0% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,382 | $88.6 萬 | 0.5% | −7−0.2% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,964 | $83.7 萬 | 0.4% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 2,850 | $82.0 萬 | 0.4% | +399+16.3% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,129 | $81.0 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,871 | $79.8 萬 | 0.4% | −17−0.9% | 減碼 | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,500 | $78.5 萬 | 0.4% | 00.0% | 不變 | – |
| BACBank of America Corp | Stock | 16,078 | $78.4 萬 | 0.4% | +55+0.3% | 加碼 | 歷史 |
| FDSFactset Research Systems Inc | Stock | 3,455 | $75.0 萬 | 0.4% | +144+4.3% | 加碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 5,000 | $73.1 萬 | 0.4% | +5,000 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,629 | $63.8 萬 | 0.3% | −43−1.6% | 減碼 | 歷史 |
| NETCloudflare, Inc. | CL A COM | 3,000 | $61.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| COHRCoherent Corp. | COM | 2,500 | $59.6 萬 | 0.3% | −2,500−50.0% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,817 | $59.5 萬 | 0.3% | +15+0.2% | 加碼 | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,435 | $58.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,576 | $57.9 萬 | 0.3% | +50+3.3% | 加碼 | – |
| CLSCelestica Inc | Stock | 2,000 | $56.3 萬 | 0.3% | +2,000 | 新進 | 歷史 |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 2,300 | $54.6 萬 | 0.3% | −1,847−44.5% | 減碼 | – |
| ZTSZoetis Inc. | Stock | 4,210 | $49.8 萬 | 0.3% | +73+1.8% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 2,350 | $48.6 萬 | 0.3% | −325−12.1% | 減碼 | 歷史 |
| SOLSSolstice Advanced Materials Inc. | COM SHS | 6,000 | $45.7 萬 | 0.2% | +6,000 | 新進 | 歷史 |
| BLKBlackRock, Inc. | Stock | 473 | $45.5 萬 | 0.2% | +2+0.4% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,109 | $45.4 萬 | 0.2% | −2,869−57.6% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 904 | $44.4 萬 | 0.2% | +7+0.8% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,372 | $41.7 萬 | 0.2% | +447+9.1% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,035 | $41.4 萬 | 0.2% | −3,967−66.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 2,067 | $39.9 萬 | 0.2% | +14+0.7% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 2,444 | $39.0 萬 | 0.2% | +32+1.3% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 594 | $38.6 萬 | 0.2% | +594 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 2,445 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 10,000 | $37.8 萬 | 0.2% | +10,000 | 新進 | 歷史 |
2025 年第 4 季之後清倉（14 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRDOCredo Technology Group Holding Ltd | Stock | 12,000 | $172.7 萬 | 0.9% | 歷史 |
| APPAppLovin Corp | COM CL A | 1,800 | $121.3 萬 | 0.6% | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,874 | $117.5 萬 | 0.6% | – |
| Neos ETF Trust78433H303 | NEOS S&P 500 HI | 22,040 | $115.8 萬 | 0.6% | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,500 | $70.3 萬 | 0.4% | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 8,000 | $57.3 萬 | 0.3% | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,000 | $56.8 萬 | 0.3% | 歷史 |
| HOODRobinhood Markets, Inc. | Stock | 5,000 | $56.5 萬 | 0.3% | 歷史 |
| IBITiShares Bitcoin Trust ETF | ETF | 10,000 | $49.6 萬 | 0.3% | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 70,000 | $49.0 萬 | 0.3% | 歷史 |
| UBERUber Technologies, Inc | Stock | 5,000 | $40.9 萬 | 0.2% | 歷史 |
| COINCoinbase Global, Inc. | COM CL A | 1,500 | $33.9 萬 | 0.2% | 歷史 |
| PFEPfizer Inc | Stock | 12,418 | $30.9 萬 | 0.2% | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 10,358 | $21.8 萬 | 0.1% | – |