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 |
|---|---|---|---|---|---|---|---|---|
| IYF | ISHARES TR | $43.85万 | 0.05% | 3,727 | -235 | -5.9% | -$2.77万 | 减仓 |
| MCK | MCKESSON CORP | $44.09万 | 0.05% | 509 | -7 | -1.4% | -$6,063 | 减仓 |
| HEFA | ISHARES TR | $44.42万 | 0.05% | 10,452 | -662 | -6.0% | -$2.81万 | 减仓 |
| SAP | SAP SE | $44.89万 | 0.05% | 2,622 | 8 | 0.3% | $1,370 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $45.79万 | 0.05% | 2,280 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $46.32万 | 0.05% | 861 | -7 | -0.8% | -$3,766 | 减仓 |
| IWD | ISHARES TR | $46.49万 | 0.05% | 2,176 | 836 | 62.4% | $17.86万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $46.66万 | 0.05% | 2,500 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $48.00万 | 0.05% | 326 | 20 | 6.5% | $2.94万 | 加仓 |
| C | CITIGROUP INC | $48.79万 | 0.05% | 4,302 | 217 | 5.3% | $2.46万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $49.21万 | 0.05% | 2,419 | 38 | 1.6% | $7,730 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $49.54万 | 0.05% | 1,447 | 17 | 1.2% | $5,820 | 加仓 |
| MUB | ISHARES TR | $49.86万 | 0.05% | 4,697 | -208 | -4.2% | -$2.21万 | 重新持有 |
| MTB | M & T BK CORP | $49.93万 | 0.05% | 2,415 | -21 | -0.9% | -$4,342 | 减仓 |
| MKL | MARKEL GROUP INC | $50.15万 | 0.05% | 262 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $50.22万 | 0.05% | 5,556 | -2,579 | -31.7% | -$23.31万 | 减仓 |
| AMGN | AMGEN INC | $50.45万 | 0.05% | 1,434 | -22 | -1.5% | -$7,740 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $50.61万 | 0.05% | 17,403 | 3 | 0.0% | $87 | 加仓 |
| ET | ENERGY TRANSFER L P | $50.62万 | 0.05% | 26,229 | -12,500 | -32.3% | -$24.13万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $50.64万 | 0.05% | 5,452 | 286 | 5.5% | $2.66万 | 加仓 |
| CG | CARLYLE GROUP INC | $50.93万 | 0.05% | 10,525 | 9 | 0.1% | $436 | 加仓 |
| MDYG | SPDR SER TR | $51.39万 | 0.06% | 5,355 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $52.36万 | 0.06% | 3,139 | -37 | -1.2% | -$6,172 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $52.62万 | 0.06% | 681 | -148 | -17.9% | -$11.44万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $54.16万 | 0.06% | 14,466 | -4,000 | -21.7% | -$14.98万 | 减仓 |
| AMAT | APPLIED MATLS INC | $57.01万 | 0.06% | 1,668 | 81 | 5.1% | $2.77万 | 加仓 |
| IWM | ISHARES TR | $57.25万 | 0.06% | 2,308 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $57.73万 | 0.06% | 3,712 | -48 | -1.3% | -$7,465 | 减仓 |
| CPRT | COPART INC | $58.07万 | 0.06% | 17,492 | -62 | -0.4% | -$2,058 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $58.53万 | 0.06% | 3,138 | -995 | -24.1% | -$18.56万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $58.76万 | 0.06% | 23,412 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $58.78万 | 0.06% | 1,366 | -80 | -5.5% | -$3.44万 | 减仓 |
| MS | MORGAN STANLEY | $59.29万 | 0.06% | 3,603 | 112 | 3.2% | $1.84万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $59.74万 | 0.06% | 16,714 | -67 | -0.4% | -$2,395 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.79万 | 0.06% | 2,467 | -37 | -1.5% | -$8,967 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $61.16万 | 0.07% | 3,187 | 1,085 | 51.6% | $20.82万 | 加仓 |
| CSX | CSX CORP | $61.22万 | 0.07% | 14,914 | -50 | -0.3% | -$2,053 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $64.37万 | 0.07% | 3,922 | 57 | 1.5% | $9,355 | 加仓 |
| SLB | SCHLUMBERGER LTD | $65.15万 | 0.07% | 12,605 | -2,910 | -18.8% | -$15.04万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $65.44万 | 0.07% | 4,161 | 158 | 3.9% | $2.49万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $65.71万 | 0.07% | 8,732 | -2,709 | -23.7% | -$20.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $66.59万 | 0.07% | 2,727 | 16 | 0.6% | $3,907 | 加仓 |
| WMB | WILLIAMS COS INC | $68.22万 | 0.07% | 9,373 | 65 | 0.7% | $4,731 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $69.15万 | 0.07% | 2,046 | 110 | 5.7% | $3.72万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $70.22万 | 0.08% | 6,147 | -501 | -7.5% | -$5.72万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $70.27万 | 0.08% | 4,804 | 249 | 5.5% | $3.64万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $70.35万 | 0.08% | 20,982 | 171 | 0.8% | $5,734 | 加仓 |
| SLYG | SPDR SER TR | $70.99万 | 0.08% | 7,347 | -39 | -0.5% | -$3,768 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.08% | 1 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $74.14万 | 0.08% | 2,073 | -657 | -24.1% | -$23.50万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $78.85万 | 0.08% | 932 | -51 | -5.2% | -$4.31万 | 减仓 |
| MMM | 3M CO | $80.31万 | 0.09% | 5,530 | -47 | -0.8% | -$6,826 | 减仓 |
| PFE | PFIZER INC | $81.36万 | 0.09% | 28,974 | 162 | 0.6% | $4,549 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $81.51万 | 0.09% | 14,681 | -1,090 | -6.9% | -$6.05万 | 减仓 |
| COP | CONOCOPHILLIPS | $82.18万 | 0.09% | 6,226 | -248 | -3.8% | -$3.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $82.71万 | 0.09% | 2,511 | 115 | 4.8% | $3.79万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $83.44万 | 0.09% | 2,758 | 26 | 1.0% | $7,866 | 加仓 |
| IYH | ISHARES TR | $83.98万 | 0.09% | 13,625 | -463 | -3.3% | -$2.85万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $86.02万 | 0.09% | 4,199 | -246 | -5.5% | -$5.04万 | 减仓 |
| ZTS | ZOETIS INC | $87.95万 | 0.09% | 7,440 | -1,942 | -20.7% | -$22.96万 | 减仓 |
| DIS | DISNEY WALT CO | $89.40万 | 0.10% | 9,276 | -509 | -5.2% | -$4.91万 | 减仓 |
| LIN | LINDE PLC | $89.72万 | 0.10% | 1,810 | 117 | 6.9% | $5.80万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $90.08万 | 0.10% | 1,457 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $90.48万 | 0.10% | 3,183 | 85 | 2.7% | $2.42万 | 加仓 |
| SMH | VANECK ETF TRUST | $94.45万 | 0.10% | 2,463 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $101.47万 | 0.11% | 8,835 | -754 | -7.9% | -$8.66万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $103.23万 | 0.11% | 16,851 | -3,259 | -16.2% | -$19.96万 | 减仓 |
| IYJ | ISHARES TR | $108.15万 | 0.12% | 7,330 | -275 | -3.6% | -$4.06万 | 减仓 |
| CSCO | CISCO SYS INC | $109.33万 | 0.12% | 14,091 | 45 | 0.3% | $3,492 | 加仓 |
| IGV | ISHARES TR | $111.29万 | 0.12% | 13,902 | -4,465 | -24.3% | -$35.74万 | 减仓 |
| IJT | ISHARES TR | $114.28万 | 0.12% | 7,897 | 1,064 | 15.6% | $15.40万 | 加仓 |
| UPS | UNITED PARCEL SERVICE INC | $115.34万 | 0.12% | 11,724 | 479 | 4.3% | $4.71万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED | $118.85万 | 0.13% | 20,969 | 1,902 | 10.0% | $10.78万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.28万 | 0.13% | 19,996 | 850 | 4.4% | $5.16万 | 加仓 |
| EMR | EMERSON ELEC CO | $124.00万 | 0.13% | 9,464 | 59 | 0.6% | $7,730 | 加仓 |
| IJH | ISHARES TR | $126.80万 | 0.14% | 18,777 | -487 | -2.5% | -$3.29万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $126.94万 | 0.14% | 24,482 | -1,511 | -5.8% | -$7.83万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $128.66万 | 0.14% | 3,586 | -6 | -0.2% | -$2,153 | 减仓 |
| IEFA | ISHARES TR | $135.57万 | 0.15% | 14,975 | 4,409 | 41.7% | $39.91万 | 加仓 |
| — | HONEYWELL INTL INC | $137.97万 | 0.15% | 6,104 | -215 | -3.4% | -$4.86万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $139.50万 | 0.15% | 15,770 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $144.01万 | 0.15% | 4,489 | -4,267 | -48.7% | -$136.89万 | 减仓 |
| NFLX | NETFLIX INC | $148.95万 | 0.16% | 15,491 | -610 | -3.8% | -$5.87万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $149.47万 | 0.16% | 9,323 | 737 | 8.6% | $11.82万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $150.79万 | 0.16% | 4,989 | -51 | -1.0% | -$1.54万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $155.03万 | 0.17% | 60,465 | -525 | -0.9% | -$1.35万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $160.74万 | 0.17% | 7,399 | -1,043 | -12.4% | -$22.66万 | 减仓 |
| IVV | ISHARES TR | $162.85万 | 0.17% | 2,493 | -407 | -14.0% | -$26.59万 | 减仓 |
| IVW | ISHARES TR | $185.12万 | 0.20% | 16,367 | 2,912 | 21.6% | $32.94万 | 加仓 |
| — | EXXON MOBIL CORP | $188.02万 | 0.20% | 11,082 | 399 | 3.7% | $6.77万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $191.76万 | 0.21% | 9,774 | 287 | 3.0% | $5.63万 | 加仓 |
| IYC | ISHARES TR | $193.70万 | 0.21% | 19,986 | -323 | -1.6% | -$3.13万 | 减仓 |
| TSLA | TESLA INC | $196.79万 | 0.21% | 5,294 | -61 | -1.1% | -$2.27万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $198.88万 | 0.21% | 13,922 | 2 | 0.0% | $286 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $201.03万 | 0.22% | 25,639 | -2,821 | -9.9% | -$22.12万 | 重新持有 |
| VGT | VANGUARD WORLD FDS | $212.96万 | 0.23% | 3,052 | -4 | -0.1% | -$2,791 | 减仓 |
| GNRC | GENERAC HLDGS INC | $214.37万 | 0.23% | 10,975 | -303 | -2.7% | -$5.92万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $216.77万 | 0.23% | 26,442 | -999 | -3.6% | -$8.19万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $217.03万 | 0.23% | 8,433 | -59 | -0.7% | -$1.52万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $225.06万 | 0.24% | 3,451 | -35 | -1.0% | -$2.28万 | 减仓 |