Triad Investment Management
NEWPORT BEACH CA · SEC CIK 0001615717
$8,468.70万2026Q1 申报市值
36持仓数
52.6%前十大占比 · 第一大 6.8%
2 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FISV 加仓+$237.27万
IT 加仓+$201.03万
SPGI 加仓+$130.79万
BRO 加仓+$109.31万
INFL 新建仓+$104.38万
2026Q1 卖出最多 按季末市值估算
WARNER BROS DISC 减仓-$861.05万
MHK 清仓-$186.92万
VGSH 减仓-$124.59万
AXP 减仓-$116.21万
CBRE 减仓-$106.66万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GOOG | ALPHABET INC | $574.61万 | 6.79% | 20,031 | -617 | -3.0% | -$17.70万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $552.05万 | 6.52% | 2,513 | -35 | -1.4% | -$7.69万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $487.84万 | 5.76% | 13,786 | 1,642 | 13.5% | $58.10万 | 加仓 |
| BRO | BROWN & BROWN INC | $462.24万 | 5.46% | 70,885 | 16,763 | 31.0% | $109.31万 | 加仓 |
| V | VISA INC | $432.84万 | 5.11% | 14,321 | 1,616 | 12.7% | $48.84万 | 加仓 |
| DHR | DANAHER CORP DEL | $412.34万 | 4.87% | 21,748 | 208 | 1.0% | $3.94万 | 加仓 |
| MAC | MACERICH CO | $391.07万 | 4.62% | 206,916 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $389.66万 | 4.60% | 66,562 | -21,283 | -24.2% | -$124.59万 | 减仓 |
| THO | THOR INDS INC | $373.98万 | 4.42% | 46,812 | 5,160 | 12.4% | $41.22万 | 加仓 |
| IT | GARTNER INC | $373.72万 | 4.41% | 23,602 | 12,696 | 116.4% | $201.03万 | 加仓 |
| MAX | MEDIAALPHA INC | $310.49万 | 3.67% | 333,864 | 58,427 | 21.2% | $54.34万 | 加仓 |
| ASML | ASML HLDG NV | $310.40万 | 3.67% | 2,350 | -690 | -22.7% | -$91.14万 | 减仓 |
| CDW | CDW CORP | $307.19万 | 3.63% | 25,384 | 3,799 | 17.6% | $45.97万 | 加仓 |
| FISV | FISERV INC | $290.22万 | 3.43% | 52,011 | 42,521 | 448.1% | $237.27万 | 加仓 |
| INTU | INTUIT | $265.39万 | 3.13% | 6,138 | 2,345 | 61.8% | $101.39万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $256.35万 | 3.03% | 51,829 | 20 | 0.0% | $989 | 加仓 |
| HEI/A | HEICO CORP NEW | $255.97万 | 3.02% | 12,126 | -396 | -3.2% | -$8.36万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $239.46万 | 2.83% | 12,164 | -422 | -3.4% | -$8.31万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $222.98万 | 2.63% | 197,330 | -3,523 | -1.8% | -$3.98万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $185.74万 | 2.19% | 3,876 | 0 | 0.0% | — | 不变 |
| SLRC | SLR INVESTMENT CORP | $180.04万 | 2.13% | 125,814 | 1,000 | 0.8% | $1.43万 | 加仓 |
| SPGI | S&P GLOBAL INC | $154.48万 | 1.82% | 3,632 | 3,075 | 552.1% | $130.79万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $154.44万 | 1.82% | 104,563 | 500 | 0.5% | $7,385 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $151.70万 | 1.79% | 29,213 | 20 | 0.1% | $1,039 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $129.95万 | 1.53% | 4,296 | -3,842 | -47.2% | -$116.21万 | 减仓 |
| INFL | LISTED FDS TR | $104.38万 | 1.23% | 20,050 | 20,050 | — | $104.38万 | 新建仓 |
| WSO | WATSCO INC | $88.95万 | 1.05% | 2,445 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.70万 | 0.87% | 3,015 | -2,049 | -40.5% | -$50.09万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $70.54万 | 0.83% | 13,347 | 13,347 | — | $70.54万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $53.08万 | 0.63% | 29,458 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $48.89万 | 0.58% | 26,602 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $42.16万 | 0.50% | 1,139 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $32.98万 | 0.39% | 12,009 | -313,565 | -96.3% | -$861.05万 | 减仓 |
| CBRE | CBRE GROUP INC | $31.86万 | 0.38% | 2,352 | -7,874 | -77.0% | -$106.66万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $30.24万 | 0.36% | 13,104 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.76万 | 0.32% | 2,225 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -17,102 | -100.0% | -$186.92万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,882 | -100.0% | -$20.57万 | 清仓 |