TRITONPOINT WEALTH, LLC
CHEVY CHASE MD · SEC CIK 0002008171
$10.18亿2026Q2 申报市值
281持仓数
37.2%前十大占比 · 第一大 9.3%
20 / 13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
MU 加仓+$490.02万
NVDA 加仓+$402.64万
TSM 加仓+$369.59万
AVAV 新建仓+$269.96万
QXO 加仓+$239.83万
2026Q2 卖出最多 按季末市值估算
VUG 减仓-$1,152.41万
WFC 减仓-$458.44万
CATERPILLAR INC 清仓-$406.76万
SNOW 减仓-$304.64万
LRCX 减仓-$200.94万
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 |
|---|---|---|---|---|---|---|---|---|
| — | CATERPILLAR INC | $0 | 0.00% | 0 | -121,131 | -100.0% | -$406.76万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -6,104 | -100.0% | -$137.97万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -11,935 | -100.0% | -$34.60万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,352 | -100.0% | -$32.86万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -10,121 | -100.0% | -$32.40万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,589 | -100.0% | -$29.66万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -2,372 | -100.0% | -$25.68万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -1,787 | -100.0% | -$23.40万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -7,829 | -100.0% | -$22.48万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -472 | -100.0% | -$22.34万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,979 | -100.0% | -$21.43万 | 清仓 |
| Q | QNITY ELECTRONICS INC | $0 | 0.00% | 0 | -1,769 | -100.0% | -$20.41万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | -13,535 | -100.0% | -$15.47万 | 清仓 |
| — | INTRUSION INC | $3.26万 | 0.00% | 35,150 | -123,740 | -77.9% | -$11.49万 | 减仓 |
| SAN | BANCO SANTANDER SA | $14.61万 | 0.01% | 10,585 | 10,585 | — | $14.61万 | 新建仓 |
| PPG | PPG INDS INC | $20.11万 | 0.02% | 1,658 | 1,658 | — | $20.11万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $20.17万 | 0.02% | 495 | 31 | 6.7% | $1.26万 | 重新持有 |
| MTZ | MASTEC INC | $20.59万 | 0.02% | 495 | -223 | -31.1% | -$9.28万 | 减仓 |
| USB | US BANCORP DEL | $20.95万 | 0.02% | 3,469 | -724 | -17.3% | -$4.37万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.19万 | 0.02% | 431 | 431 | — | $21.19万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $21.38万 | 0.02% | 1,283 | 1,283 | — | $21.38万 | 新建仓 |
| WELL | WELLTOWER INC | $21.53万 | 0.02% | 949 | -178 | -15.8% | -$4.04万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $21.56万 | 0.02% | 5,276 | -9 | -0.2% | -$368 | 减仓 |
| FNV | FRANCO NEV CORP | $22.20万 | 0.02% | 1,065 | 1,065 | — | $22.20万 | 新建仓 |
| GM | GENERAL MTRS CO | $22.22万 | 0.02% | 2,883 | 2,883 | — | $22.22万 | 新建仓 |
| LOW | LOWES COS INC | $23.42万 | 0.02% | 1,062 | -742 | -41.1% | -$16.36万 | 减仓 |
| SDY | SPDR SER TR | $23.61万 | 0.02% | 1,551 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $23.92万 | 0.02% | 1,766 | -247 | -12.3% | -$3.35万 | 减仓 |
| XMTR | XOMETRY INC | $23.96万 | 0.02% | 2,482 | 2,482 | — | $23.96万 | 新建仓 |
| SNA | SNAP ON INC | $24.02万 | 0.02% | 597 | -331 | -35.7% | -$13.32万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $24.20万 | 0.02% | 3,297 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $24.31万 | 0.02% | 3,390 | 913 | 36.9% | $6.55万 | 重新持有 |
| IVE | ISHARES TR | $24.53万 | 0.02% | 1,080 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $24.62万 | 0.02% | 1,505 | 1,505 | — | $24.62万 | 新建仓 |
| PWR | QUANTA SVCS INC | $24.63万 | 0.02% | 342 | -54 | -13.6% | -$3.89万 | 减仓 |
| EFA | ISHARES TR | $24.81万 | 0.02% | 2,388 | 270 | 12.7% | $2.80万 | 加仓 |
| CVS | CVS HEALTH CORP | $25.12万 | 0.02% | 2,428 | -473 | -16.3% | -$4.89万 | 重新持有 |
| NVS | NOVARTIS AG | $25.36万 | 0.02% | 1,618 | 1,618 | — | $25.36万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $25.37万 | 0.02% | 944 | -208 | -18.1% | -$5.59万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $25.84万 | 0.03% | 2,045 | -352 | -14.7% | -$4.45万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $25.91万 | 0.03% | 1,525 | 1,525 | — | $25.91万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $26.18万 | 0.03% | 2,795 | -349 | -11.1% | -$3.27万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $26.44万 | 0.03% | 746 | 23 | 3.2% | $8,153 | 加仓 |
| ESGV | VANGUARD WORLD FD | $26.57万 | 0.03% | 2,009 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $26.69万 | 0.03% | 1,122 | -502 | -30.9% | -$11.94万 | 减仓 |
| DSI | ISHARES TR | $26.91万 | 0.03% | 1,890 | -200 | -9.6% | -$2.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $26.96万 | 0.03% | 3,446 | -398 | -10.4% | -$3.11万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $27.22万 | 0.03% | 725 | 725 | — | $27.22万 | 新建仓 |
| IBB | ISHARES TR | $27.51万 | 0.03% | 1,446 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $27.57万 | 0.03% | 3,836 | -3,604 | -48.4% | -$25.90万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $27.68万 | 0.03% | 5,289 | 1,073 | 25.5% | $5.62万 | 加仓 |
| AYI | ACUITY INC | $27.68万 | 0.03% | 735 | 735 | — | $27.68万 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $27.90万 | 0.03% | 845 | 845 | — | $27.90万 | 新建仓 |
| DHI | D R HORTON INC | $28.02万 | 0.03% | 1,720 | 126 | 7.9% | $2.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.79万 | 0.03% | 10,392 | 44 | 0.4% | $1,219 | 加仓 |
| MC | MOELIS & CO | $29.20万 | 0.03% | 4,463 | -29 | -0.6% | -$1,897 | 减仓 |
| MOAT | VANECK ETF TRUST | $29.35万 | 0.03% | 2,823 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $29.37万 | 0.03% | 4,122 | 841 | 25.6% | $5.99万 | 加仓 |
| IWB | ISHARES TR | $30.26万 | 0.03% | 739 | 145 | 24.4% | $5.94万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $30.26万 | 0.03% | 962 | 17 | 1.8% | $5,348 | 加仓 |
| TMUS | T-MOBILE US INC | $30.27万 | 0.03% | 1,804 | -23 | -1.3% | -$3,859 | 减仓 |
| MO | ALTRIA GROUP INC | $30.44万 | 0.03% | 4,231 | -116 | -2.7% | -$8,346 | 减仓 |
| IOO | ISHARES TR | $30.50万 | 0.03% | 2,233 | 0 | 0.0% | — | 不变 |
| IHF | ISHARES TR | $31.07万 | 0.03% | 5,615 | -2,385 | -29.8% | -$13.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $31.16万 | 0.03% | 1,317 | 24 | 1.9% | $5,679 | 加仓 |
| PGR | PROGRESSIVE CORP | $31.34万 | 0.03% | 1,435 | -117 | -7.5% | -$2.56万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $31.47万 | 0.03% | 7,433 | 184 | 2.5% | $7,791 | 加仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $32.24万 | 0.03% | 3,097 | -376 | -10.8% | -$3.91万 | 减仓 |
| IWR | ISHARES TR | $32.37万 | 0.03% | 2,934 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $32.52万 | 0.03% | 4,708 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $32.69万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $32.76万 | 0.03% | 1,120 | -327 | -22.6% | -$9.56万 | 减仓 |
| DE | DEERE & CO | $32.86万 | 0.03% | 518 | -75 | -12.6% | -$4.76万 | 减仓 |
| IUSG | ISHARES TR | $33.07万 | 0.03% | 1,758 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $33.43万 | 0.03% | 4,036 | -46 | -1.1% | -$3,811 | 减仓 |
| FTNT | FORTINET INC | $33.98万 | 0.03% | 2,212 | 2,212 | — | $33.98万 | 新建仓 |
| NDAQ | NASDAQ INC | $34.10万 | 0.03% | 4,326 | -301 | -6.5% | -$2.37万 | 减仓 |
| FTV | FORTIVE CORP | $34.34万 | 0.03% | 5,621 | -347 | -5.8% | -$2.12万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $34.39万 | 0.03% | 2,354 | 504 | 27.2% | $7.36万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $34.97万 | 0.03% | 3,341 | 3,341 | — | $34.97万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $35.52万 | 0.03% | 3,450 | -262 | -7.1% | -$2.70万 | 减仓 |
| MCK | MCKESSON CORP | $35.59万 | 0.03% | 471 | -38 | -7.5% | -$2.87万 | 减仓 |
| ETN | EATON CORP PLC | $36.40万 | 0.04% | 854 | -67 | -7.3% | -$2.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.15万 | 0.04% | 385 | 385 | — | $37.15万 | 新建仓 |
| IYG | ISHARES TR | $37.28万 | 0.04% | 4,121 | -753 | -15.4% | -$6.81万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC N | $38.49万 | 0.04% | 185 | -16 | -8.0% | -$3.33万 | 减仓 |
| GLW | CORNING INC | $38.59万 | 0.04% | 1,511 | -237 | -13.6% | -$6.05万 | 减仓 |
| PSX | PHILLIPS 66 | $39.65万 | 0.04% | 2,345 | 330 | 16.4% | $5.58万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.74万 | 0.04% | 2,905 | 557 | 23.7% | $7.62万 | 加仓 |
| SAP | SAP SE | $40.07万 | 0.04% | 2,600 | -22 | -0.8% | -$3,390 | 减仓 |
| SHM | SPDR SERIES TRUST | $40.30万 | 0.04% | 8,401 | -636 | -7.0% | -$3.05万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $41.98万 | 0.04% | 2,073 | -427 | -17.1% | -$8.65万 | 减仓 |
| FE | FIRSTENERGY CORP | $42.24万 | 0.04% | 8,886 | 3,753 | 73.1% | $17.84万 | 重新持有 |
| SOXX | ISHARES TR | $42.29万 | 0.04% | 660 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $42.32万 | 0.04% | 3,408 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $42.66万 | 0.04% | 4,861 | -591 | -10.8% | -$5.19万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $42.67万 | 0.04% | 859 | 247 | 40.4% | $12.27万 | 加仓 |
| TXN | TEXAS INSTRS INC | $43.13万 | 0.04% | 1,447 | -78 | -5.1% | -$2.33万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $43.81万 | 0.04% | 4,665 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $44.03万 | 0.04% | 10,455 | -70 | -0.7% | -$2,948 | 减仓 |