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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $4.24亿 | 26.44% | 1,136,862 | -15,875 | -1.4% | -$592.17万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $5,637.29万 | 3.52% | 112,658 | -1,352 | -1.2% | -$67.65万 | 减仓 |
| AAPL | APPLE INC | $4,807.55万 | 3.00% | 166,144 | 965 | 0.6% | $27.92万 | 加仓 |
| AMZN | AMAZON COM INC | $4,414.59万 | 2.75% | 185,222 | 4,797 | 2.7% | $114.33万 | 加仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $3,741.30万 | 2.33% | 249,520 | -175,160 | -41.2% | -$2,626.35万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,173.79万 | 1.98% | 33,927 | 8,106 | 31.4% | $758.30万 | 加仓 |
| AVGO | BROADCOM INC | $3,050.65万 | 1.90% | 80,758 | 1,032 | 1.3% | $38.98万 | 加仓 |
| GOOG | ALPHABET INC | $2,900.02万 | 1.81% | 82,077 | 945 | 1.2% | $33.39万 | 加仓 |
| CMI | CUMMINS INC | $2,742.79万 | 1.71% | 38,457 | -48 | -0.1% | -$3.42万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,616.22万 | 1.63% | 297,704 | 168,144 | 129.8% | $1,477.65万 | 加仓 |
| CSCO | CISCO SYS INC | $2,521.49万 | 1.57% | 214,668 | -58,936 | -21.5% | -$692.26万 | 减仓 |
| DHR | DANAHER CORP DEL | $2,513.50万 | 1.57% | 131,956 | 24,462 | 22.8% | $465.95万 | 加仓 |
| MRK | MERCK & CO INC | $2,448.55万 | 1.53% | 190,549 | 190,549 | — | $2,448.55万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $2,362.75万 | 1.47% | 118,084 | -5,499 | -4.4% | -$110.03万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,323.96万 | 1.45% | 407,855 | 15 | 0.0% | $855 | 加仓 |
| GPC | GENUINE PARTS CO | $2,288.02万 | 1.43% | 193,933 | -202 | -0.1% | -$2.38万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,277.55万 | 1.42% | 76,410 | 76,410 | — | $2,277.55万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $2,271.87万 | 1.42% | 19,682 | 19,682 | — | $2,271.87万 | 新建仓 |
| JHX | JAMES HARDIE INDS PLC | $2,269.60万 | 1.42% | 866,921 | 866,921 | — | $2,269.60万 | 新建仓 |
| QCOM | QUALCOMM INC | $2,181.84万 | 1.36% | 118,071 | -34,497 | -22.6% | -$637.47万 | 减仓 |
| CB | CHUBB LIMITED | $2,153.78万 | 1.34% | 63,209 | -69 | -0.1% | -$2.35万 | 减仓 |
| RELL | RICHARDSON ELECTRS LTD | $2,111.25万 | 1.32% | 1,110,602 | -22,490 | -2.0% | -$42.75万 | 减仓 |
| WSO | WATSCO INC | $2,101.40万 | 1.31% | 50,426 | -70 | -0.1% | -$2.92万 | 减仓 |
| ORI | OLD REP INTL CORP | $2,058.92万 | 1.28% | 503,157 | 11,025 | 2.2% | $45.11万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,055.28万 | 1.28% | 53,145 | 53,145 | — | $2,055.28万 | 新建仓 |
| HUBB | HUBBELL INC | $2,026.88万 | 1.26% | 38,740 | 5,084 | 15.1% | $265.99万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $2,025.39万 | 1.26% | 173,451 | -245 | -0.1% | -$2.86万 | 减仓 |
| PLD | PROLOGIS INC. | $2,017.61万 | 1.26% | 148,934 | -206 | -0.1% | -$2.79万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,014.22万 | 1.26% | 32,303 | 5,383 | 20.0% | $335.65万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,967.92万 | 1.23% | 208,157 | -31,838 | -13.3% | -$301.00万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $1,951.76万 | 1.22% | 435,175 | 435,175 | — | $1,951.76万 | 新建仓 |
| META | META PLATFORMS INC | $1,869.96万 | 1.17% | 33,197 | 613 | 1.9% | $34.53万 | 加仓 |
| PEP | PEPSICO INC | $1,862.81万 | 1.16% | 137,578 | -152 | -0.1% | -$2.06万 | 减仓 |
| AMRZ | AMRIZE LTD | $1,862.74万 | 1.16% | 349,483 | 24,680 | 7.6% | $131.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,850.30万 | 1.15% | 44,518 | 641 | 1.5% | $26.64万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,835.12万 | 1.14% | 574,012 | -433 | -0.1% | -$1.38万 | 减仓 |
| APH | AMPHENOL CORP | $1,815.78万 | 1.13% | 102,982 | 102,982 | — | $1,815.78万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $1,807.64万 | 1.13% | 269,877 | 18,018 | 7.2% | $120.68万 | 加仓 |
| BA | BOEING CO | $1,788.55万 | 1.12% | 82,623 | 1,861 | 2.3% | $40.29万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $1,731.19万 | 1.08% | 362,553 | -1,887 | -0.5% | -$9.01万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,722.95万 | 1.07% | 103,943 | -92 | -0.1% | -$1.52万 | 减仓 |
| FFIV | F5 INC | $1,692.83万 | 1.06% | 40,697 | 40,697 | — | $1,692.83万 | 新建仓 |
| DIS | DISNEY WALT CO | $1,654.50万 | 1.03% | 171,896 | 37,256 | 27.7% | $358.59万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,513.74万 | 0.94% | 615,091 | -2,993 | -0.5% | -$7.37万 | 减仓 |
| DINO | HF SINCLAIR CORP | $1,499.10万 | 0.93% | 215,233 | -1,012 | -0.5% | -$7.05万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $1,329.29万 | 0.83% | 228,401 | 36,935 | 19.3% | $214.96万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $995.80万 | 0.62% | 126,003 | 20,392 | 19.3% | $161.16万 | 加仓 |
| IEF | ISHARES TR | $672.47万 | 0.42% | 71,108 | 11,335 | 19.0% | $107.20万 | 加仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $440.16万 | 0.27% | 11,800 | -12,300 | -51.0% | -$458.81万 | 减仓 |
| HUM | HUMANA INC | $418.59万 | 0.26% | 10,538 | 10,538 | — | $418.59万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $412.19万 | 0.26% | 25,291 | -1 | -0.0% | -$163 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $375.83万 | 0.23% | 83,314 | 83,314 | — | $375.83万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $371.20万 | 0.23% | 14,036 | 34 | 0.2% | $8,992 | 加仓 |
| PSMT | PRICESMART INC | $369.31万 | 0.23% | 18,906 | 48 | 0.3% | $9,376 | 加仓 |
| SYM | SYMBOTIC INC | $340.68万 | 0.21% | 75,791 | 31,415 | 70.8% | $141.21万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $315.08万 | 0.20% | 7,923 | 1,059 | 15.4% | $42.11万 | 加仓 |
| MELI | MERCADOLIBRE INC | $293.14万 | 0.18% | 1,727 | 1,727 | — | $293.14万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $292.73万 | 0.18% | 52,744 | -20,800 | -28.3% | -$115.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $288.50万 | 0.18% | 3,863 | -2,459 | -38.9% | -$183.65万 | 减仓 |
| VEEV | VEEVA SYS INC | $283.51万 | 0.18% | 15,975 | 42 | 0.3% | $7,454 | 加仓 |
| SII | SPROTT INC | $280.98万 | 0.18% | 25,009 | 67 | 0.3% | $7,527 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $268.03万 | 0.17% | 55,185 | 188 | 0.3% | $9,131 | 加仓 |
| RACE | FERRARI N V | $266.86万 | 0.17% | 7,168 | -196 | -2.7% | -$7.30万 | 减仓 |
| GOOGL | ALPHABET INC | $260.49万 | 0.16% | 7,289 | 1,327 | 22.3% | $47.42万 | 加仓 |
| TSLA | TESLA INC | $241.51万 | 0.15% | 5,742 | -310 | -5.1% | -$13.04万 | 减仓 |
| V | VISA INC | $204.54万 | 0.13% | 5,962 | 2,064 | 53.0% | $70.81万 | 加仓 |
| IVV | ISHARES TR | $197.98万 | 0.12% | 2,644 | 0 | 0.0% | — | 不变 |
| VSDA | VICTORY PORTFOLIOS II | $191.31万 | 0.12% | 32,884 | -78,082 | -70.4% | -$454.26万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $174.69万 | 0.11% | 13,827 | 13,827 | — | $174.69万 | 新建仓 |
| SCHV | SCHWAB STRATEGIC TR | $170.13万 | 0.11% | 48,875 | -94,220 | -65.8% | -$327.98万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $167.29万 | 0.10% | 50,253 | 3,340 | 7.1% | $11.12万 | 加仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $157.20万 | 0.10% | 200,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $141.34万 | 0.09% | 4,318 | 43 | 1.0% | $1.41万 | 加仓 |
| ORCL | ORACLE CORP | $126.86万 | 0.08% | 8,656 | -13 | -0.1% | -$1,905 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $126.71万 | 0.08% | 6,651 | -12,601 | -65.5% | -$240.06万 | 减仓 |
| — | EXXON MOBIL CORP | $114.58万 | 0.07% | 8,381 | 14 | 0.2% | $1,914 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $111.15万 | 0.07% | 24,294 | -47,025 | -65.9% | -$215.14万 | 减仓 |
| ABBV | ABBVIE INC | $110.41万 | 0.07% | 4,388 | -87,009 | -95.2% | -$2,189.34万 | 减仓 |
| HD | HOME DEPOT INC | $98.79万 | 0.06% | 2,801 | -51,568 | -94.8% | -$1,818.76万 | 减仓 |
| — | SUNPOWER INC | $94.70万 | 0.06% | 1,377,864 | 1,291,764 | 1,500.3% | $88.78万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $87.35万 | 0.05% | 1,829 | 1,026 | 127.8% | $49.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $85.48万 | 0.05% | 2,310 | 34 | 1.5% | $1.26万 | 加仓 |
| LLY | ELI LILLY & CO | $81.71万 | 0.05% | 681 | 681 | — | $81.71万 | 新建仓 |
| GWW | WW GRAINGER INC | $80.54万 | 0.05% | 592 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $79.98万 | 0.05% | 3,149 | 165 | 5.5% | $4.19万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $79.91万 | 0.05% | 7,459 | -14,067 | -65.3% | -$150.70万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $75.75万 | 0.05% | 1,304 | 1,304 | — | $75.75万 | 新建仓 |
| ETN | EATON CORP PLC | $71.97万 | 0.04% | 1,689 | 3 | 0.2% | $1,278 | 加仓 |
| LRCX | LAM RESEARCH CORP | $71.46万 | 0.04% | 1,649 | 1,649 | — | $71.46万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $71.35万 | 0.04% | 3,274 | 1 | 0.0% | $218 | 加仓 |
| GEV | GE VERNOVA INC | $68.38万 | 0.04% | 582 | 582 | — | $68.38万 | 新建仓 |
| ARKG | ARK ETF TR | $68.07万 | 0.04% | 16,183 | -689 | -4.1% | -$2.90万 | 减仓 |
| IJR | ISHARES TR | $67.67万 | 0.04% | 4,563 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $66.82万 | 0.04% | 8,665 | 1 | 0.0% | $77 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $66.42万 | 0.04% | 5,693 | 1,642 | 40.5% | $19.16万 | 加仓 |
| SBUX | STARBUCKS CORP | $61.49万 | 0.04% | 6,017 | -18 | -0.3% | -$1,839 | 减仓 |
| SNOW | SNOWFLAKE INC | $59.68万 | 0.04% | 2,345 | -686 | -22.6% | -$17.46万 | 减仓 |
| SDY | SPDR SERIES TRUST | $59.59万 | 0.04% | 3,916 | -22 | -0.6% | -$3,348 | 减仓 |
| MCO | MOODYS CORP | $58.65万 | 0.04% | 1,295 | -1 | -0.1% | -$453 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $58.44万 | 0.04% | 11,076 | -21,362 | -65.9% | -$112.71万 | 减仓 |