TRITONPOINT WEALTH, LLC
CHEVY CHASE MD · SEC CIK 0002008171
$9.34亿2026Q1 申报市值
268持仓数
35.6%前十大占比 · 第一大 9.0%
6 / 14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
VUG 加仓+$113.65万
NOW 加仓+$68.25万
EOG 加仓+$45.41万
IEFA 加仓+$39.91万
GEV 加仓+$36.51万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$463.60万
BINC 重新持有-$302.44万
GOOG 减仓-$170.39万
VONE 清仓-$164.11万
GOOGL 减仓-$150.97万
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 |
|---|---|---|---|---|---|---|---|---|
| VONE | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,310 | -100.0% | -$164.11万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -556 | -100.0% | -$36.82万 | 清仓 |
| VDE | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,745 | -100.0% | -$34.56万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,048 | -100.0% | -$29.06万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -51 | -100.0% | -$27.31万 | 清仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -2,592 | -100.0% | -$26.18万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,890 | -100.0% | -$25.24万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -368 | -100.0% | -$24.80万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -1,624 | -100.0% | -$23.53万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -649 | -100.0% | -$22.94万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -8,000 | -100.0% | -$21.68万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -3,550 | -100.0% | -$21.63万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -940 | -100.0% | -$21.19万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -925 | -100.0% | -$20.79万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INTRUSION INC | $13.04万 | 0.01% | 158,890 | 0 | 0.0% | — | 不变 |
| GOOD | GLADSTONE COMMERCIAL CORP | $15.47万 | 0.02% | 13,535 | -7,000 | -34.1% | -$8.00万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $20.17万 | 0.02% | 3,473 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $20.41万 | 0.02% | 1,769 | 1,769 | — | $20.41万 | 新建仓 |
| EFA | ISHARES TR | $20.57万 | 0.02% | 2,118 | 2,118 | — | $20.57万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.02万 | 0.02% | 3,281 | -577 | -15.0% | -$3.70万 | 减仓 |
| IWB | ISHARES TR | $21.18万 | 0.02% | 594 | 41 | 7.4% | $1.46万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $21.43万 | 0.02% | 2,979 | -99 | -3.2% | -$7,121 | 减仓 |
| SOXX | ISHARES TR | $21.69万 | 0.02% | 660 | 660 | — | $21.69万 | 新建仓 |
| PWR | QUANTA SVCS INC | $21.74万 | 0.02% | 396 | -554 | -58.3% | -$30.42万 | 重新持有 |
| DHI | D R HORTON INC | $21.88万 | 0.02% | 1,594 | -5 | -0.3% | -$686 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $21.89万 | 0.02% | 4,216 | -58,239 | -93.2% | -$302.44万 | 重新持有 |
| USB | US BANCORP DEL | $22.03万 | 0.02% | 4,193 | -86 | -2.0% | -$4,518 | 减仓 |
| WELL | WELLTOWER INC | $22.27万 | 0.02% | 1,127 | 44 | 4.1% | $8,696 | 加仓 |
| HCA | HCA HEALTHCARE INC | $22.34万 | 0.02% | 472 | 12 | 2.6% | $5,679 | 加仓 |
| CMCSA | COMCAST CORP NEW | $22.48万 | 0.02% | 7,829 | 1,342 | 20.7% | $3.85万 | 重新持有 |
| ESGV | VANGUARD WORLD FD | $22.55万 | 0.02% | 2,009 | 2,009 | — | $22.55万 | 新建仓 |
| SDY | SPDR SER TR | $22.64万 | 0.02% | 1,551 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $22.81万 | 0.02% | 1,080 | -78 | -6.7% | -$1.65万 | 减仓 |
| MTZ | MASTEC INC | $23.10万 | 0.02% | 718 | 718 | — | $23.10万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $23.40万 | 0.03% | 1,787 | 30 | 1.7% | $3,928 | 加仓 |
| GLW | CORNING INC | $23.76万 | 0.03% | 1,748 | -2,630 | -60.1% | -$35.75万 | 重新持有 |
| BND | VANGUARD BD INDEX FDS | $24.28万 | 0.03% | 3,297 | -209 | -6.0% | -$1.54万 | 重新持有 |
| JCI | JOHNSON CTLS INTL PLC | $24.30万 | 0.03% | 1,850 | -35 | -1.9% | -$4,597 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $24.31万 | 0.03% | 717 | 38 | 5.6% | $1.29万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.33万 | 0.03% | 2,589 | 339 | 15.1% | $3.19万 | 加仓 |
| IBB | ISHARES TR | $24.42万 | 0.03% | 1,446 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.83万 | 0.03% | 723 | 38 | 5.5% | $1.31万 | 加仓 |
| DSI | ISHARES TR | $25.33万 | 0.03% | 2,090 | 0 | 0.0% | — | 不变 |
| MC | MOELIS & CO | $25.60万 | 0.03% | 4,492 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $25.61万 | 0.03% | 10,348 | 94 | 0.9% | $2,326 | 加仓 |
| NEM | NEWMONT CORP | $25.68万 | 0.03% | 2,372 | 77 | 3.4% | $8,335 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $25.78万 | 0.03% | 5,285 | 9 | 0.2% | $439 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $26.54万 | 0.03% | 1,152 | 20 | 1.8% | $4,608 | 加仓 |
| PLD | PROLOGIS INC. | $26.61万 | 0.03% | 2,013 | 360 | 21.8% | $4.76万 | 加仓 |
| IOO | ISHARES TR | $27.01万 | 0.03% | 2,233 | -133 | -5.6% | -$1.61万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.12万 | 0.03% | 945 | -7 | -0.7% | -$2,009 | 减仓 |
| INTC | INTEL CORP | $27.14万 | 0.03% | 6,149 | 6,149 | — | $27.14万 | 新建仓 |
| IUSG | ISHARES TR | $27.27万 | 0.03% | 1,758 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $27.30万 | 0.03% | 2,823 | 20 | 0.7% | $1,934 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.33万 | 0.03% | 612 | 95 | 18.4% | $4.24万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.81万 | 0.03% | 1,293 | -970 | -42.9% | -$20.86万 | 重新持有 |
| IEMG | ISHARES INC | $28.47万 | 0.03% | 4,082 | -501 | -10.9% | -$3.49万 | 减仓 |
| IWR | ISHARES TR | $28.53万 | 0.03% | 2,934 | 201 | 7.4% | $1.95万 | 加仓 |
| MGV | VANGUARD WORLD FD | $28.99万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $29.00万 | 0.03% | 743 | 48 | 6.9% | $1.87万 | 加仓 |
| MO | ALTRIA GROUP INC | $29.14万 | 0.03% | 4,347 | 125 | 3.0% | $8,380 | 加仓 |
| TXN | TEXAS INSTRS INC | $29.61万 | 0.03% | 1,525 | 199 | 15.0% | $3.86万 | 加仓 |
| CRM | SALESFORCE INC | $29.66万 | 0.03% | 1,589 | 82 | 5.4% | $1.53万 | 加仓 |
| PGR | PROGRESSIVE CORP | $30.76万 | 0.03% | 1,552 | 49 | 3.3% | $9,713 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $30.77万 | 0.03% | 2,348 | 2 | 0.1% | $262 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $31.48万 | 0.03% | 4,708 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.40万 | 0.03% | 10,121 | -8,892 | -46.8% | -$28.46万 | 减仓 |
| ADBE | ADOBE INC | $32.86万 | 0.04% | 1,352 | -6,180 | -82.0% | -$150.22万 | 减仓 |
| ETN | EATON CORP PLC | $32.95万 | 0.04% | 921 | -6 | -0.6% | -$2,146 | 减仓 |
| FTV | FORTIVE CORP | $32.99万 | 0.04% | 5,968 | 215 | 3.7% | $1.19万 | 加仓 |
| QCOM | QUALCOMM INC | $33.11万 | 0.04% | 2,571 | -497 | -16.2% | -$6.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $33.41万 | 0.04% | 2,397 | 15 | 0.6% | $2,091 | 加仓 |
| IHF | ISHARES TR | $33.48万 | 0.04% | 8,000 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $33.50万 | 0.04% | 593 | 14 | 2.4% | $7,909 | 加仓 |
| MDT | MEDTRONIC PLC | $33.58万 | 0.04% | 3,844 | -170 | -4.2% | -$1.49万 | 减仓 |
| SNA | SNAP ON INC | $33.71万 | 0.04% | 928 | -500 | -35.0% | -$18.16万 | 减仓 |
| ALL | ALLSTATE CORP | $33.84万 | 0.04% | 1,624 | -7 | -0.4% | -$1,459 | 减仓 |
| T | AT&T INC | $34.60万 | 0.04% | 11,935 | 1,719 | 16.8% | $4.98万 | 加仓 |
| IWF | ISHARES TR | $36.33万 | 0.04% | 852 | 126 | 17.4% | $5.37万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.39万 | 0.04% | 7,249 | 375 | 5.5% | $1.88万 | 加仓 |
| APH | AMPHENOL CORP NEW | $36.41万 | 0.04% | 2,876 | -33 | -1.1% | -$4,178 | 减仓 |
| PSX | PHILLIPS 66 | $36.72万 | 0.04% | 2,015 | -773 | -27.7% | -$14.09万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $37.34万 | 0.04% | 4,736 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | $37.88万 | 0.04% | 201 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $38.05万 | 0.04% | 4,091 | -976 | -19.3% | -$9.08万 | 减仓 |
| TMUS | T-MOBILE US INC | $38.38万 | 0.04% | 1,827 | -105 | -5.4% | -$2.21万 | 减仓 |
| AAXJ | ISHARES TR | $38.71万 | 0.04% | 4,020 | -70 | -1.7% | -$6,740 | 减仓 |
| IWP | ISHARES TR | $38.73万 | 0.04% | 3,023 | 747 | 32.8% | $9.57万 | 加仓 |
| NDAQ | NASDAQ INC | $39.28万 | 0.04% | 4,627 | 205 | 4.6% | $1.74万 | 加仓 |
| IYG | ISHARES TR | $40.38万 | 0.04% | 4,874 | -67 | -1.4% | -$5,550 | 减仓 |
| LOW | LOWES COS INC | $42.62万 | 0.05% | 1,804 | 53 | 3.0% | $1.25万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $42.64万 | 0.05% | 3,595 | -35 | -1.0% | -$4,152 | 减仓 |
| SHM | SPDR SERIES TRUST | $43.22万 | 0.05% | 9,037 | -1,142 | -11.2% | -$5.46万 | 重新持有 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $43.27万 | 0.05% | 4,665 | 0 | 0.0% | — | 不变 |