DDD Partners, LLC
BELLEVUE WA · SEC CIK 0001729673
$16.04亿2026Q2 申报市值
165持仓数
47.1%前十大占比 · 第一大 26.4%
37 / 10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
MRK 新建仓+$2,448.55万
TXN 新建仓+$2,277.55万
MU 新建仓+$2,271.87万
JHX 新建仓+$2,269.60万
ELV 新建仓+$2,055.28万
2026Q2 卖出最多 按季末市值估算
NWPX 减仓-$2,626.35万
ABBV 减仓-$2,189.34万
CME 清仓-$1,947.98万
HD 减仓-$1,818.76万
ABT 减仓-$1,720.11万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC | $0 | 0.00% | 0 | -65,955 | -100.0% | -$1,947.98万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -74,424 | -100.0% | -$1,555.61万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -136,412 | -100.0% | -$1,426.19万 | 清仓 |
| MTH | MERITAGE HOMES CORP | $0 | 0.00% | 0 | -189,223 | -100.0% | -$1,170.15万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -26,003 | -100.0% | -$987.86万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -26,416 | -100.0% | -$452.85万 | 清仓 |
| MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | -142,790 | -100.0% | -$265.45万 | 清仓 |
| BCC | BOISE CASCADE CO DEL | $0 | 0.00% | 0 | -28,105 | -100.0% | -$213.18万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -4,916 | -100.0% | -$49.48万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -1,910 | -100.0% | -$20.68万 | 清仓 |
| — | CLOUDASTRUCTURE INC | $4,024 | 0.00% | 11,834 | 0 | 0.0% | — | 不变 |
| — | JELD-WEN HLDG INC | $1.93万 | 0.00% | 12,850 | 12,850 | — | $1.93万 | 新建仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $4.40万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| — | DIANA SHIPPING INC | $6.58万 | 0.00% | 31,338 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.07万 | 0.01% | 4,524 | 4,524 | — | $20.07万 | 新建仓 |
| WMT | WALMART INC | $20.31万 | 0.01% | 1,793 | -99 | -5.2% | -$1.12万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.67万 | 0.01% | 735 | 46 | 6.7% | $1.29万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $20.82万 | 0.01% | 326 | 326 | — | $20.82万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $20.89万 | 0.01% | 694 | -195 | -21.9% | -$5.87万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $20.99万 | 0.01% | 4,826 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $21.07万 | 0.01% | 1,081 | 20 | 1.9% | $3,898 | 加仓 |
| MP | MP MATERIALS CORP | $22.20万 | 0.01% | 3,963 | -1,012 | -20.3% | -$5.67万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $22.35万 | 0.01% | 1,690 | 0 | 0.0% | — | 重新持有 |
| SN | SHARKNINJA INC | $22.37万 | 0.01% | 1,469 | 1,469 | — | $22.37万 | 新建仓 |
| SNDK | SANDISK CORP | $22.74万 | 0.01% | 100 | 100 | — | $22.74万 | 新建仓 |
| NTRA | NATERA INC | $23.43万 | 0.01% | 863 | -991 | -53.5% | -$26.90万 | 减仓 |
| GE | GE AEROSPACE | $23.99万 | 0.01% | 642 | 642 | — | $23.99万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $24.21万 | 0.02% | 5,859 | 147 | 2.6% | $6,074 | 加仓 |
| ENB | ENBRIDGE INC | $24.64万 | 0.02% | 4,546 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $25.20万 | 0.02% | 831 | 1 | 0.1% | $303 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $25.28万 | 0.02% | 6,285 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $25.50万 | 0.02% | 1,020 | -239 | -19.0% | -$5.97万 | 减仓 |
| OEF | ISHARES TR | $26.12万 | 0.02% | 714 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $28.54万 | 0.02% | 26,183 | -17,111 | -39.5% | -$18.65万 | 减仓 |
| NN | NEXTNAV INC | $28.99万 | 0.02% | 16,259 | -611 | -3.6% | -$1.09万 | 减仓 |
| CPRT | COPART INC | $29.99万 | 0.02% | 10,640 | -186 | -1.7% | -$5,243 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $32.67万 | 0.02% | 1,888 | 1,888 | — | $32.67万 | 新建仓 |
| CIEN | CIENA CORP | $33.06万 | 0.02% | 674 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $33.19万 | 0.02% | 1,316 | 1,316 | — | $33.19万 | 新建仓 |
| LOW | LOWES COS INC | $33.65万 | 0.02% | 1,526 | -36 | -2.3% | -$7,938 | 减仓 |
| SLB | SLB LIMITED | $36.01万 | 0.02% | 7,745 | 7,745 | — | $36.01万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $36.10万 | 0.02% | 3,978 | -189,565 | -97.9% | -$1,720.11万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $36.96万 | 0.02% | 1,488 | 1,488 | — | $36.96万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $39.04万 | 0.02% | 530 | -3 | -0.6% | -$2,210 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $39.20万 | 0.02% | 2,294 | 2,294 | — | $39.20万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $39.33万 | 0.02% | 4,426 | 1,323 | 42.6% | $11.76万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $39.33万 | 0.02% | 7,988 | 7,988 | — | $39.33万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $39.63万 | 0.02% | 577 | 1 | 0.2% | $687 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $40.15万 | 0.03% | 4,004 | -688 | -14.7% | -$6.90万 | 减仓 |
| IWY | ISHARES TR | $40.98万 | 0.03% | 1,410 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $41.33万 | 0.03% | 34,763 | 1,583 | 4.8% | $1.88万 | 加仓 |
| IAU | ISHARES GOLD TR | $43.93万 | 0.03% | 5,818 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC | $44.56万 | 0.03% | 16,275 | 16,275 | — | $44.56万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $44.68万 | 0.03% | 2,816 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $44.93万 | 0.03% | 624 | 624 | — | $44.93万 | 新建仓 |
| NRG | NRG ENERGY INC | $45.56万 | 0.03% | 3,119 | 3,119 | — | $45.56万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $45.91万 | 0.03% | 796 | 796 | — | $45.91万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $47.03万 | 0.03% | 14,830 | 25 | 0.2% | $793 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $47.15万 | 0.03% | 354 | 354 | — | $47.15万 | 新建仓 |
| NFLX | NETFLIX INC. | $48.84万 | 0.03% | 6,841 | 4,540 | 197.3% | $32.42万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $48.95万 | 0.03% | 6,783 | 2,000 | 41.8% | $14.43万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $49.11万 | 0.03% | 2,755 | 2,755 | — | $49.11万 | 新建仓 |
| IWD | ISHARES TR | $50.23万 | 0.03% | 2,072 | 2,072 | — | $50.23万 | 新建仓 |
| MCK | MCKESSON CORP | $50.32万 | 0.03% | 666 | 379 | 132.1% | $28.64万 | 重新持有 |
| SCHX | SCHWAB STRATEGIC TR | $51.10万 | 0.03% | 17,364 | -251 | -1.4% | -$7,387 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $52.00万 | 0.03% | 18,774 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $52.03万 | 0.03% | 1,013 | 1,013 | — | $52.03万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $52.39万 | 0.03% | 1,549 | -65 | -4.0% | -$2.20万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $52.46万 | 0.03% | 6,090 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $54.49万 | 0.03% | 859 | -14 | -1.6% | -$8,881 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $55.86万 | 0.03% | 732 | -8 | -1.1% | -$6,105 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $56.43万 | 0.04% | 2,458 | 2,458 | — | $56.43万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $56.75万 | 0.04% | 14,912 | -28,826 | -65.9% | -$109.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $57.09万 | 0.04% | 3,893 | -39 | -1.0% | -$5,719 | 减仓 |
| RTX | RTX CORPORATION | $58.40万 | 0.04% | 3,078 | -41 | -1.3% | -$7,779 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $58.44万 | 0.04% | 11,076 | -21,362 | -65.9% | -$112.71万 | 减仓 |
| MCO | MOODYS CORP | $58.65万 | 0.04% | 1,295 | -1 | -0.1% | -$453 | 减仓 |
| SDY | SPDR SERIES TRUST | $59.59万 | 0.04% | 3,916 | -22 | -0.6% | -$3,348 | 减仓 |
| SNOW | SNOWFLAKE INC | $59.68万 | 0.04% | 2,345 | -686 | -22.6% | -$17.46万 | 减仓 |
| SBUX | STARBUCKS CORP | $61.49万 | 0.04% | 6,017 | -18 | -0.3% | -$1,839 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $66.42万 | 0.04% | 5,693 | 1,642 | 40.5% | $19.16万 | 加仓 |
| IJH | ISHARES TR | $66.82万 | 0.04% | 8,665 | 1 | 0.0% | $77 | 加仓 |
| IJR | ISHARES TR | $67.67万 | 0.04% | 4,563 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $68.07万 | 0.04% | 16,183 | -689 | -4.1% | -$2.90万 | 减仓 |
| GEV | GE VERNOVA INC | $68.38万 | 0.04% | 582 | 582 | — | $68.38万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $71.35万 | 0.04% | 3,274 | 1 | 0.0% | $218 | 加仓 |
| LRCX | LAM RESEARCH CORP | $71.46万 | 0.04% | 1,649 | 1,649 | — | $71.46万 | 新建仓 |
| ETN | EATON CORP PLC | $71.97万 | 0.04% | 1,689 | 3 | 0.2% | $1,278 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.75万 | 0.05% | 1,304 | 1,304 | — | $75.75万 | 新建仓 |
| XLC | SELECT SECTOR SPDR TR | $79.91万 | 0.05% | 7,459 | -14,067 | -65.3% | -$150.70万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $79.98万 | 0.05% | 3,149 | 165 | 5.5% | $4.19万 | 加仓 |
| GWW | WW GRAINGER INC | $80.54万 | 0.05% | 592 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $81.71万 | 0.05% | 681 | 681 | — | $81.71万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $85.48万 | 0.05% | 2,310 | 34 | 1.5% | $1.26万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.35万 | 0.05% | 1,829 | 1,026 | 127.8% | $49.00万 | 加仓 |
| — | SUNPOWER INC | $94.70万 | 0.06% | 1,377,864 | 1,291,764 | 1,500.3% | $88.78万 | 加仓 |
| HD | HOME DEPOT INC | $98.79万 | 0.06% | 2,801 | -51,568 | -94.8% | -$1,818.76万 | 减仓 |
| ABBV | ABBVIE INC | $110.41万 | 0.07% | 4,388 | -87,009 | -95.2% | -$2,189.34万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $111.15万 | 0.07% | 24,294 | -47,025 | -65.9% | -$215.14万 | 减仓 |
| — | EXXON MOBIL CORP | $114.58万 | 0.07% | 8,381 | 14 | 0.2% | $1,914 | 加仓 |