Triad Investment Management
NEWPORT BEACH CA · SEC CIK 0001615717
$9,068.91万2026Q2 申报市值
34持仓数
52.0%前十大占比 · 第一大 6.5%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
NVR 新建仓+$593.38万
MSFT 加仓+$205.01万
ACGL 新建仓+$203.00万
AKRE 加仓+$123.61万
BRK/B 加仓+$122.90万
2026Q2 卖出最多 按季末市值估算
DHR 清仓-$412.34万
MTBA 清仓-$256.35万
MAC 减仓-$251.90万
GOOG 减仓-$182.04万
VGSH 减仓-$180.69万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -21,748 | -100.0% | -$412.34万 | 清仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -51,829 | -100.0% | -$256.35万 | 清仓 |
| — | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | -12,009 | -100.0% | -$32.98万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -2,225 | -100.0% | -$26.76万 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $24.18万 | 0.27% | 14,080 | -12,522 | -47.1% | -$21.50万 | 减仓 |
| CBRE | CBRE GROUP INC | $24.94万 | 0.28% | 1,852 | -500 | -21.3% | -$6.73万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $36.09万 | 0.40% | 19,474 | -9,984 | -33.9% | -$18.50万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $37.22万 | 0.41% | 12,602 | -502 | -3.8% | -$1.48万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $61.33万 | 0.68% | 2,415 | -600 | -19.9% | -$15.24万 | 减仓 |
| INFL | LISTED FDS TR | $95.97万 | 1.06% | 19,241 | -809 | -4.0% | -$4.04万 | 减仓 |
| WSO | WATSCO INC | $101.89万 | 1.12% | 2,445 | 0 | 0.0% | — | 不变 |
| OCSL | OAKTREE SPECIALTY LENDING | $105.74万 | 1.17% | 88,563 | -108,767 | -55.1% | -$129.87万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $145.31万 | 1.60% | 4,296 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $184.13万 | 2.03% | 6,552 | -5,612 | -46.1% | -$157.71万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $188.09万 | 2.07% | 152,053 | 26,239 | 20.9% | $32.46万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $194.60万 | 2.15% | 36,586 | 23,239 | 174.1% | $123.61万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $197.14万 | 2.17% | 125,009 | 20,446 | 19.6% | $32.24万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $203.00万 | 2.24% | 20,915 | 20,915 | — | $203.00万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $206.70万 | 2.28% | 35,516 | -31,046 | -46.6% | -$180.69万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $207.99万 | 2.29% | 39,738 | 10,525 | 36.0% | $55.09万 | 加仓 |
| INTU | INTUIT | $223.39万 | 2.46% | 8,559 | 2,421 | 39.4% | $63.19万 | 加仓 |
| SPGI | S&P GLOBAL INC | $238.53万 | 2.63% | 5,857 | 2,225 | 61.3% | $90.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $247.50万 | 2.73% | 6,635 | 5,496 | 482.5% | $205.01万 | 加仓 |
| MAC | MACERICH CO | $269.32万 | 2.97% | 106,916 | -100,000 | -48.3% | -$251.90万 | 减仓 |
| HEI/A | HEICO CORP NEW | $301.81万 | 3.33% | 11,702 | -424 | -3.5% | -$10.94万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $316.85万 | 3.49% | 6,332 | 2,456 | 63.4% | $122.90万 | 加仓 |
| FISV | FISERV INC | $351.72万 | 3.88% | 71,706 | 19,695 | 37.9% | $96.60万 | 加仓 |
| THO | THOR INDS INC | $390.08万 | 4.30% | 51,900 | 5,088 | 10.9% | $38.24万 | 加仓 |
| IT | GARTNER INC | $395.73万 | 4.36% | 30,530 | 6,928 | 29.4% | $89.80万 | 加仓 |
| BRO | BROWN & BROWN INC | $414.48万 | 4.57% | 64,611 | -6,274 | -8.9% | -$40.25万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $418.19万 | 4.61% | 12,358 | -1,428 | -10.4% | -$48.32万 | 减仓 |
| CDW | CDW CORP | $429.51万 | 4.74% | 30,540 | 5,156 | 20.3% | $72.51万 | 加仓 |
| ASML | ASML HLDG NV | $441.46万 | 4.87% | 2,219 | -131 | -5.6% | -$26.06万 | 减仓 |
| MAX | MEDIAALPHA INC | $463.49万 | 5.11% | 368,731 | 34,867 | 10.4% | $43.83万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $512.29万 | 5.65% | 2,471 | -42 | -1.7% | -$8.71万 | 减仓 |
| V | VISA INC | $521.12万 | 5.75% | 15,189 | 868 | 6.1% | $29.78万 | 加仓 |
| GOOG | ALPHABET INC | $525.72万 | 5.80% | 14,879 | -5,152 | -25.7% | -$182.04万 | 减仓 |
| NVR | NVR INC | $593.38万 | 6.54% | 871 | 871 | — | $593.38万 | 新建仓 |