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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $187.45万 | 0.18% | 20,316 | 17,727 | 684.7% | $163.57万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $186.09万 | 0.18% | 22,402 | -4,040 | -15.3% | -$33.56万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $182.44万 | 0.18% | 4,989 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $181.83万 | 0.18% | 5,936 | -2,497 | -29.6% | -$76.49万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $177.95万 | 0.17% | 60,465 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $168.05万 | 0.17% | 3,895 | -27 | -0.7% | -$1.16万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $163.78万 | 0.16% | 4,426 | -63 | -1.4% | -$2.33万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $155.68万 | 0.15% | 11,845 | -2,077 | -14.9% | -$27.30万 | 减仓 |
| CSCO | CISCO SYS INC | $152.59万 | 0.15% | 12,991 | -1,100 | -7.8% | -$12.92万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $147.26万 | 0.14% | 15,770 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $144.36万 | 0.14% | 2,485 | 66 | 2.7% | $3.83万 | 加仓 |
| IJH | ISHARES TR | $143.61万 | 0.14% | 18,624 | -153 | -0.8% | -$1.18万 | 减仓 |
| IEFA | ISHARES TR | $140.57万 | 0.14% | 14,555 | -420 | -2.8% | -$4.06万 | 减仓 |
| EMR | EMERSON ELEC CO | $133.11万 | 0.13% | 9,298 | -166 | -1.8% | -$2.38万 | 减仓 |
| — | EXXON MOBIL CORP | $124.40万 | 0.12% | 9,099 | -1,983 | -17.9% | -$27.11万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $124.29万 | 0.12% | 21,570 | 1,574 | 7.9% | $9.07万 | 加仓 |
| AMAT | APPLIED MATLS INC | $122.84万 | 0.12% | 1,699 | 31 | 1.9% | $2.24万 | 加仓 |
| IYJ | ISHARES TR | $122.15万 | 0.12% | 7,330 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SERVICE INC | $121.56万 | 0.12% | 11,308 | -416 | -3.5% | -$4.47万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $120.29万 | 0.12% | 23,725 | -757 | -3.1% | -$3.84万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED | $117.91万 | 0.12% | 20,876 | -93 | -0.4% | -$5,253 | 减仓 |
| IGV | ISHARES TR | $117.39万 | 0.12% | 12,957 | -945 | -6.8% | -$8.56万 | 减仓 |
| GE | GE AEROSPACE | $116.58万 | 0.11% | 3,119 | -64 | -2.0% | -$2.39万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $106.18万 | 0.10% | 8,982 | 147 | 1.7% | $1.74万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $105.99万 | 0.10% | 1,048 | 116 | 12.4% | $11.73万 | 加仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $102.48万 | 0.10% | 1,457 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $100.25万 | 0.10% | 1,528 | -935 | -38.0% | -$61.34万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $96.86万 | 0.10% | 4,325 | 126 | 3.0% | $2.82万 | 加仓 |
| NFLX | NETFLIX INC | $96.13万 | 0.09% | 13,464 | -2,027 | -13.1% | -$14.47万 | 减仓 |
| SNOW | SNOWFLAKE INC | $95.67万 | 0.09% | 3,759 | -11,970 | -76.1% | -$304.64万 | 减仓 |
| MUB | ISHARES TR | $92.49万 | 0.09% | 8,594 | 3,897 | 83.0% | $41.94万 | 加仓 |
| IYH | ISHARES TR | $91.30万 | 0.09% | 13,625 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $90.66万 | 0.09% | 3,005 | -255 | -7.8% | -$7.69万 | 减仓 |
| INTC | INTEL CORP | $89.84万 | 0.09% | 6,434 | 285 | 4.6% | $3.98万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $89.42万 | 0.09% | 16,837 | -14 | -0.1% | -$744 | 减仓 |
| SLYG | SPDR SER TR | $87.52万 | 0.09% | 7,347 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $87.02万 | 0.09% | 6,551 | 404 | 6.6% | $5.37万 | 加仓 |
| LIN | LINDE PLC | $87.01万 | 0.09% | 1,677 | -133 | -7.3% | -$6.90万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $86.91万 | 0.09% | 2,569 | -189 | -6.9% | -$6.39万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $86.90万 | 0.09% | 14,139 | -542 | -3.7% | -$3.33万 | 减仓 |
| MMM | 3M CO | $86.40万 | 0.08% | 5,336 | -194 | -3.5% | -$3.14万 | 减仓 |
| DIS | DISNEY WALT CO | $85.47万 | 0.08% | 8,880 | -396 | -4.3% | -$3.81万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $78.30万 | 0.08% | 2,645 | -941 | -26.2% | -$27.86万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $74.63万 | 0.07% | 3,570 | -33 | -0.9% | -$6,898 | 减仓 |
| SYK | STRYKER CORPORATION | $73.06万 | 0.07% | 2,321 | -190 | -7.6% | -$5.98万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.43万 | 0.07% | 2,576 | 109 | 4.4% | $3.06万 | 加仓 |
| CSX | CSX CORP | $71.06万 | 0.07% | 14,951 | 37 | 0.2% | $1,759 | 加仓 |
| IWM | ISHARES TR | $69.36万 | 0.07% | 2,308 | 0 | 0.0% | — | 不变 |
| SLB | SCHLUMBERGER LTD | $69.20万 | 0.07% | 14,886 | 2,281 | 18.1% | $10.60万 | 加仓 |
| PFE | PFIZER INC | $68.42万 | 0.07% | 28,412 | -562 | -1.9% | -$1.35万 | 减仓 |
| MPC | MARATHON PETE CORP | $68.24万 | 0.07% | 2,669 | -58 | -2.1% | -$1.48万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $68.23万 | 0.07% | 9,155 | 423 | 4.8% | $3.15万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $67.80万 | 0.07% | 23,412 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $67.23万 | 0.07% | 2,147 | 74 | 3.6% | $2.32万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $66.53万 | 0.07% | 20,809 | -173 | -0.8% | -$5,531 | 减仓 |
| CMI | CUMMINS INC | $66.11万 | 0.06% | 927 | 66 | 7.7% | $4.71万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $65.35万 | 0.06% | 2,922 | -216 | -6.9% | -$4.83万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $64.87万 | 0.06% | 15,331 | -1,383 | -8.3% | -$5.85万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $64.09万 | 0.06% | 3,012 | -175 | -5.5% | -$3.72万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $62.90万 | 0.06% | 17,409 | 6 | 0.0% | $217 | 加仓 |
| SO | SOUTHERN CO | $62.01万 | 0.06% | 6,479 | -492 | -7.1% | -$4.71万 | 重新持有 |
| MDYG | SPDR SER TR | $60.02万 | 0.06% | 5,355 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $59.97万 | 0.06% | 786 | 43 | 5.8% | $3.28万 | 加仓 |
| C | CITIGROUP INC | $56.57万 | 0.06% | 4,042 | -260 | -6.0% | -$3.64万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $56.52万 | 0.06% | 2,280 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $56.37万 | 0.06% | 7,583 | -1,790 | -19.1% | -$13.31万 | 减仓 |
| IJT | ISHARES TR | $55.31万 | 0.05% | 3,097 | -4,800 | -60.8% | -$85.73万 | 减仓 |
| HEFA | ISHARES TR | $54.03万 | 0.05% | 11,515 | 1,063 | 10.2% | $4.99万 | 加仓 |
| MTB | M & T BK CORP | $53.25万 | 0.05% | 2,237 | -178 | -7.4% | -$4.24万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $52.88万 | 0.05% | 2,923 | -216 | -6.9% | -$3.91万 | 减仓 |
| IWD | ISHARES TR | $52.75万 | 0.05% | 2,176 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $51.58万 | 0.05% | 18,296 | 804 | 4.6% | $2.27万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $50.97万 | 0.05% | 798 | 798 | — | $50.97万 | 新建仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $50.95万 | 0.05% | 14,466 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $50.78万 | 0.05% | 260 | -2 | -0.8% | -$3,906 | 减仓 |
| SHEL | SHELL PLC | $50.62万 | 0.05% | 6,528 | 2,437 | 59.6% | $18.90万 | 加仓 |
| ET | ENERGY TRANSFER L P | $50.15万 | 0.05% | 26,229 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP | $49.00万 | 0.05% | 3,389 | -206 | -5.7% | -$2.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $48.64万 | 0.05% | 4,169 | -635 | -13.2% | -$7.41万 | 减仓 |
| AAXJ | ISHARES TR | $47.97万 | 0.05% | 4,020 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $47.52万 | 0.05% | 3,727 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $47.22万 | 0.05% | 5,431 | -125 | -2.2% | -$1.09万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $46.45万 | 0.05% | 745 | 64 | 9.4% | $3.99万 | 加仓 |
| COP | CONOCOPHILLIPS | $45.94万 | 0.05% | 4,419 | -1,807 | -29.0% | -$18.79万 | 减仓 |
| AMGN | AMGEN INC | $45.84万 | 0.05% | 1,266 | -168 | -11.7% | -$6.08万 | 减仓 |
| GLD | SPDR GOLD TR | $45.64万 | 0.04% | 1,239 | -127 | -9.3% | -$4.68万 | 减仓 |
| ASML | ASML HLDG NV | $45.56万 | 0.04% | 229 | 229 | — | $45.56万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $45.26万 | 0.04% | 3,676 | -485 | -11.7% | -$5.97万 | 减仓 |
| SNDK | SANDISK CORP | $45.02万 | 0.04% | 198 | 198 | — | $45.02万 | 新建仓 |
| TMP | TOMPKINS FINL CORP | $45.01万 | 0.04% | 4,762 | 26 | 0.5% | $2,458 | 加仓 |
| APH | AMPHENOL CORP NEW | $44.59万 | 0.04% | 2,529 | -347 | -12.1% | -$6.12万 | 减仓 |
| QCOM | QUALCOMM INC | $44.38万 | 0.04% | 2,402 | -169 | -6.6% | -$3.12万 | 减仓 |
| IWP | ISHARES TR | $44.26万 | 0.04% | 3,023 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC | $44.03万 | 0.04% | 10,455 | -70 | -0.7% | -$2,948 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $43.81万 | 0.04% | 4,665 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $43.13万 | 0.04% | 1,447 | -78 | -5.1% | -$2.33万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $42.67万 | 0.04% | 859 | 247 | 40.4% | $12.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $42.66万 | 0.04% | 4,861 | -591 | -10.8% | -$5.19万 | 减仓 |
| IWF | ISHARES TR | $42.32万 | 0.04% | 3,408 | 0 | 0.0% | — | 不变 |