DDD Partners, LLC
BELLEVUE WA · SEC CIK 0001729673
$14.51亿2026Q1 申报市值
135持仓数
49.0%前十大占比 · 第一大 29.4%
24 / 18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
WSO 新建仓+$1,836.99万
AMRZ 新建仓+$1,819.55万
TEL 新建仓+$1,555.61万
ON 新建仓+$1,486.05万
DIS 新建仓+$1,297.66万
2026Q1 卖出最多 按季末市值估算
BN 清仓-$1,881.53万
PANW 清仓-$1,718.26万
VZ 清仓-$1,703.42万
TMO 清仓-$1,398.56万
CDNS 清仓-$1,311.84万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | $0 | 0.00% | 0 | -410,009 | -100.0% | -$1,881.53万 | 清仓 |
| PANW | PALO ALTO NETWORKS INC | $0 | 0.00% | 0 | -93,283 | -100.0% | -$1,718.26万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -418,222 | -100.0% | -$1,703.42万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -24,136 | -100.0% | -$1,398.56万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -41,968 | -100.0% | -$1,311.84万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -13,476 | -100.0% | -$471.65万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -9,090 | -100.0% | -$243.88万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -24,011 | -100.0% | -$234.71万 | 清仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | -76,212 | -100.0% | -$175.82万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -7,133 | -100.0% | -$161.31万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -2,492 | -100.0% | -$33.82万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -2,129 | -100.0% | -$28.95万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $0 | 0.00% | 0 | -35,218 | -100.0% | -$25.74万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -480 | -100.0% | -$23.07万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -4,189 | -100.0% | -$22.72万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -1,903 | -100.0% | -$21.28万 | 清仓 |
| ESGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -23,954 | -100.0% | -$18.01万 | 清仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $0 | 0.00% | 0 | -120,000 | -100.0% | -$6.67万 | 清仓 |
| — | CLOUDASTRUCTURE INC | $7,199 | 0.00% | 11,834 | 0 | 0.0% | — | 不变 |
| — | CLEARSIGN TECHNOLOGIES CORP | $5.23万 | 0.00% | 12,000 | 12,000 | — | $5.23万 | 新建仓 |
| — | DIANA SHIPPING INC | $7.83万 | 0.01% | 31,338 | 0 | 0.0% | — | 不变 |
| — | SUNPOWER INC | $10.93万 | 0.01% | 86,100 | 86,100 | — | $10.93万 | 新建仓 |
| NEM | NEWMONT CORP | $20.68万 | 0.01% | 1,910 | 1,910 | — | $20.68万 | 新建仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $21.07万 | 0.01% | 4,826 | 4,826 | — | $21.07万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $21.74万 | 0.01% | 830 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $22.12万 | 0.02% | 2,301 | 2,133 | 1,269.6% | $20.51万 | 重新持有 |
| OEF | ISHARES TR | $22.71万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $23.52万 | 0.02% | 1,892 | 1,892 | — | $23.52万 | 新建仓 |
| RMD | RESMED INC | $23.82万 | 0.02% | 1,061 | -4 | -0.4% | -$898 | 减仓 |
| MP | MP MATERIALS CORP | $24.01万 | 0.02% | 4,975 | 285 | 6.1% | $1.38万 | 加仓 |
| ENB | ENBRIDGE INC | $24.61万 | 0.02% | 4,546 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $24.87万 | 0.02% | 1,259 | 353 | 39.0% | $6.97万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $25.71万 | 0.02% | 3,103 | 3,103 | — | $25.71万 | 新建仓 |
| CIEN | CIENA CORP | $26.17万 | 0.02% | 674 | 674 | — | $26.17万 | 新建仓 |
| NN | NEXTNAV INC | $27.03万 | 0.02% | 16,870 | 965 | 6.1% | $1.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.14万 | 0.02% | 803 | 48 | 6.4% | $1.62万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $28.74万 | 0.02% | 5,712 | -2,373 | -29.4% | -$11.94万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $28.89万 | 0.02% | 740 | -497 | -40.2% | -$19.40万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $29.41万 | 0.02% | 889 | 889 | — | $29.41万 | 新建仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $29.99万 | 0.02% | 6,285 | -114 | -1.8% | -$5,440 | 减仓 |
| QQQ | INVESCO QQQ TR | $30.78万 | 0.02% | 533 | -593 | -52.7% | -$34.24万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $32.52万 | 0.02% | 4,692 | 4,692 | — | $32.52万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $34.39万 | 0.02% | 576 | 7 | 1.2% | $4,180 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $34.40万 | 0.02% | 4,783 | -153,701 | -97.0% | -$1,105.57万 | 减仓 |
| IWY | ISHARES TR | $35.09万 | 0.02% | 1,410 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $35.94万 | 0.02% | 10,826 | 83 | 0.8% | $2,756 | 加仓 |
| LOW | LOWES COS INC | $36.91万 | 0.03% | 1,562 | -1 | -0.1% | -$236 | 减仓 |
| NTRA | NATERA INC | $37.08万 | 0.03% | 1,854 | 106 | 6.1% | $2.12万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $41.29万 | 0.03% | 2,816 | -300 | -9.6% | -$4.40万 | 减仓 |
| AGNC | AGNC INVT CORP | $43.42万 | 0.03% | 43,294 | 43,294 | — | $43.42万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $44.33万 | 0.03% | 1,015 | 14 | 1.4% | $6,115 | 加仓 |
| ARKG | ARK ETF TR | $44.58万 | 0.03% | 16,872 | -1,261 | -7.0% | -$3.33万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $45.16万 | 0.03% | 17,615 | -154 | -0.9% | -$3,949 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $45.42万 | 0.03% | 14,805 | -13,032 | -46.8% | -$39.98万 | 减仓 |
| SNOW | SNOWFLAKE INC | $45.71万 | 0.03% | 3,031 | -1,219 | -28.7% | -$18.38万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $46.47万 | 0.03% | 18,774 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $48.82万 | 0.03% | 1,614 | 1,614 | — | $48.82万 | 新建仓 |
| DE | DEERE & CO | $49.18万 | 0.03% | 873 | 42 | 5.1% | $2.37万 | 加仓 |
| SGOV | ISHARES TR | $49.48万 | 0.03% | 4,916 | 308 | 6.7% | $3.10万 | 加仓 |
| IAU | ISHARES GOLD TR | $51.29万 | 0.04% | 5,818 | 53 | 0.9% | $4,672 | 加仓 |
| — | ISHARES ETHEREUM TR | $52.52万 | 0.04% | 33,180 | 8,014 | 31.8% | $12.69万 | 加仓 |
| SBUX | STARBUCKS CORP | $54.06万 | 0.04% | 6,035 | 259 | 4.5% | $2.32万 | 加仓 |
| MCO | MOODYS CORP | $56.54万 | 0.04% | 1,296 | -3 | -0.2% | -$1,309 | 减仓 |
| IJR | ISHARES TR | $56.72万 | 0.04% | 4,563 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $56.79万 | 0.04% | 3,932 | 3,932 | — | $56.79万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $57.47万 | 0.04% | 3,938 | 3,938 | — | $57.47万 | 新建仓 |
| IJH | ISHARES TR | $58.51万 | 0.04% | 8,664 | -1,074 | -11.0% | -$7.25万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $59.26万 | 0.04% | 4,051 | 293 | 7.8% | $4.29万 | 加仓 |
| RTX | RTX CORPORATION | $60.17万 | 0.04% | 3,119 | -60,207 | -95.1% | -$1,161.46万 | 减仓 |
| ETN | EATON CORP PLC | $60.30万 | 0.04% | 1,686 | 36 | 2.2% | $1.29万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $64.22万 | 0.04% | 3,273 | 28 | 0.9% | $5,494 | 加仓 |
| GWW | WW GRAINGER INC | $64.58万 | 0.04% | 592 | 4 | 0.7% | $4,363 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $72.93万 | 0.05% | 2,984 | 1,652 | 124.0% | $40.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $73.02万 | 0.05% | 2,276 | 109 | 5.0% | $3.50万 | 加仓 |
| V | VISA INC | $117.80万 | 0.08% | 3,898 | 37 | 1.0% | $1.12万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $125.75万 | 0.09% | 4,275 | 1,689 | 65.3% | $49.68万 | 加仓 |
| ORCL | ORACLE CORP | $127.53万 | 0.09% | 8,669 | 65 | 0.8% | $9,562 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $141.84万 | 0.10% | 43,738 | 375 | 0.9% | $1.22万 | 加仓 |
| — | EXXON MOBIL CORP | $141.95万 | 0.10% | 8,367 | 140 | 1.7% | $2.38万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $158.72万 | 0.11% | 32,438 | 263 | 0.8% | $1.29万 | 加仓 |
| GOOGL | ALPHABET INC | $171.44万 | 0.12% | 5,962 | 494 | 9.0% | $14.21万 | 加仓 |
| IVV | ISHARES TR | $172.69万 | 0.12% | 2,644 | -298 | -10.1% | -$19.46万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $180.24万 | 0.12% | 46,913 | 6,291 | 15.5% | $24.17万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $213.18万 | 0.15% | 28,105 | 13,673 | 94.7% | $103.71万 | 重新持有 |
| RYAM | RAYONIER ADVANCED MATLS INC | $221.40万 | 0.15% | 200,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $224.98万 | 0.16% | 6,052 | -377 | -5.9% | -$14.01万 | 减仓 |
| SYM | SYMBOTIC INC | $236.08万 | 0.16% | 44,376 | 1,242 | 2.9% | $6.61万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $238.63万 | 0.16% | 21,526 | 190 | 0.9% | $2.11万 | 加仓 |
| RACE | FERRARI N V | $249.23万 | 0.17% | 7,364 | 50 | 0.7% | $1.69万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $255.86万 | 0.18% | 19,252 | 132 | 0.7% | $1.75万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $265.45万 | 0.18% | 142,790 | 79,752 | 126.5% | $148.26万 | 加仓 |
| VEEV | VEEVA SYS INC | $279.88万 | 0.19% | 15,933 | 15,933 | — | $279.88万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $281.57万 | 0.19% | 71,319 | 5,966 | 9.1% | $23.55万 | 加仓 |
| PSMT | PRICESMART INC | $283.81万 | 0.20% | 18,858 | 18,858 | — | $283.81万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $316.42万 | 0.22% | 6,864 | 498 | 7.8% | $22.96万 | 加仓 |
| UNF | UNIFIRST CORP MASS | $352.28万 | 0.24% | 14,002 | 451 | 3.3% | $11.35万 | 加仓 |
| SII | SPROTT INC | $356.42万 | 0.25% | 24,942 | 801 | 3.3% | $11.45万 | 加仓 |