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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $357.48万 | 0.25% | 54,997 | -16,559 | -23.1% | -$107.63万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $362.26万 | 0.25% | 25,292 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $411.14万 | 0.28% | 6,322 | 80 | 1.3% | $5.20万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $436.44万 | 0.30% | 143,095 | 1,244 | 0.9% | $3.79万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $448.99万 | 0.31% | 73,544 | 2,043 | 2.9% | $12.47万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $452.85万 | 0.31% | 26,416 | 16,950 | 179.1% | $290.57万 | 加仓 |
| IEF | ISHARES TR | $570.47万 | 0.39% | 59,773 | 10,349 | 20.9% | $98.77万 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $604.77万 | 0.42% | 110,966 | 1,524 | 1.4% | $8.31万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $837.18万 | 0.58% | 105,611 | 16,869 | 19.0% | $133.72万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $892.11万 | 0.62% | 24,100 | 24,100 | — | $892.11万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $987.86万 | 0.68% | 26,003 | -19,318 | -42.6% | -$733.89万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $991.65万 | 0.68% | 129,560 | 129,560 | — | $991.65万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,120.84万 | 0.77% | 191,466 | 37,391 | 24.3% | $218.89万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $1,170.15万 | 0.81% | 189,223 | 189,223 | — | $1,170.15万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,187.26万 | 0.82% | 43,877 | 14,326 | 48.5% | $387.64万 | 加仓 |
| RELL | RICHARDSON ELECTRS LTD | $1,240.74万 | 0.86% | 1,133,092 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $1,244.20万 | 0.86% | 364,440 | 364,440 | — | $1,244.20万 | 新建仓 |
| DIS | DISNEY WALT CO | $1,297.66万 | 0.89% | 134,640 | 134,640 | — | $1,297.66万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $1,349.15万 | 0.93% | 216,245 | -74,706 | -25.7% | -$466.09万 | 减仓 |
| NOW | SERVICENOW INC | $1,426.19万 | 0.98% | 136,412 | -5,012 | -3.5% | -$52.40万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,479.08万 | 1.02% | 618,084 | -308,934 | -33.3% | -$739.28万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1,486.05万 | 1.02% | 239,995 | 239,995 | — | $1,486.05万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $1,555.61万 | 1.07% | 74,424 | 74,424 | — | $1,555.61万 | 新建仓 |
| BA | BOEING CO | $1,607.41万 | 1.11% | 80,762 | 3,938 | 5.1% | $78.38万 | 加仓 |
| HUBB | HUBBELL INC | $1,651.63万 | 1.14% | 33,656 | 266 | 0.8% | $13.05万 | 加仓 |
| HD | HOME DEPOT INC | $1,788.14万 | 1.23% | 54,369 | 7,755 | 16.6% | $255.05万 | 加仓 |
| AMRZ | AMRIZE LTD | $1,819.55万 | 1.25% | 324,803 | 324,803 | — | $1,819.55万 | 新建仓 |
| WSO | WATSCO INC | $1,836.99万 | 1.27% | 50,496 | 50,496 | — | $1,836.99万 | 新建仓 |
| META | META PLATFORMS INC | $1,864.22万 | 1.29% | 32,584 | -314 | -1.0% | -$17.96万 | 减仓 |
| EMN | EASTMAN CHEM CO | $1,922.19万 | 1.33% | 251,859 | 10,197 | 4.2% | $77.82万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,926.11万 | 1.33% | 574,445 | -104,865 | -15.4% | -$351.61万 | 减仓 |
| CME | CME GROUP INC | $1,947.98万 | 1.34% | 65,955 | 257 | 0.4% | $7.59万 | 加仓 |
| ORI | OLD REP INTL CORP | $1,963.61万 | 1.35% | 492,132 | 1,759 | 0.4% | $7.02万 | 加仓 |
| QCOM | QUALCOMM INC | $1,964.77万 | 1.35% | 152,568 | 33,971 | 28.6% | $437.48万 | 加仓 |
| PLD | PROLOGIS INC. | $1,971.33万 | 1.36% | 149,140 | -19,746 | -11.7% | -$261.00万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,987.11万 | 1.37% | 193,543 | 63,383 | 48.7% | $650.75万 | 加仓 |
| ABBV | ABBVIE INC | $1,987.79万 | 1.37% | 91,397 | 2,757 | 3.1% | $59.96万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,988.22万 | 1.37% | 407,840 | 1,310 | 0.3% | $6.39万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,010.88万 | 1.39% | 173,696 | 759 | 0.4% | $8.79万 | 加仓 |
| DHR | DANAHER CORP DEL | $2,038.09万 | 1.41% | 107,494 | 14,790 | 16.0% | $280.42万 | 加仓 |
| GPC | GENUINE PARTS CO | $2,052.98万 | 1.42% | 194,135 | 56,902 | 41.5% | $601.74万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,062.42万 | 1.42% | 63,278 | -10,193 | -13.9% | -$332.22万 | 减仓 |
| CMI | CUMMINS INC | $2,071.65万 | 1.43% | 38,505 | -7,622 | -16.5% | -$410.08万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,079.95万 | 1.43% | 26,920 | 2,846 | 11.8% | $219.89万 | 加仓 |
| CSCO | CISCO SYS INC | $2,122.89万 | 1.46% | 273,604 | 1,161 | 0.4% | $9.01万 | 加仓 |
| PEP | PEPSICO INC | $2,138.81万 | 1.47% | 137,730 | 471 | 0.3% | $7.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,152.48万 | 1.48% | 104,035 | -22,720 | -17.9% | -$470.08万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,155.29万 | 1.49% | 123,583 | 2,502 | 2.1% | $43.63万 | 加仓 |
| GOOG | ALPHABET INC | $2,327.34万 | 1.60% | 81,132 | 645 | 0.8% | $18.50万 | 加仓 |
| AVGO | BROADCOM INC | $2,467.60万 | 1.70% | 79,726 | -7,352 | -8.4% | -$227.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $2,572.90万 | 1.77% | 25,821 | -89 | -0.3% | -$8.87万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $3,306.56万 | 2.28% | 424,680 | -18,665 | -4.2% | -$145.33万 | 减仓 |
| AMZN | AMAZON COM INC | $3,757.72万 | 2.59% | 180,425 | 832 | 0.5% | $17.33万 | 加仓 |
| AAPL | APPLE INC | $4,192.09万 | 2.89% | 165,179 | 803 | 0.5% | $20.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,463.36万 | 3.77% | 114,010 | 1 | 0.0% | $479 | 加仓 |
| MSFT | MICROSOFT CORP | $4.27亿 | 29.42% | 1,152,737 | 3,785 | 0.3% | $140.11万 | 加仓 |