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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $8,450.08万 | 9.05% | 332,956 | -18,267 | -5.2% | -$463.60万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $4,078.91万 | 4.37% | 93,384 | 2,602 | 2.9% | $113.65万 | 加仓 |
| GOOG | ALPHABET INC | $3,668.19万 | 3.93% | 127,874 | -5,940 | -4.4% | -$170.39万 | 减仓 |
| GOOGL | ALPHABET INC | $3,623.58万 | 3.88% | 126,011 | -5,250 | -4.0% | -$150.97万 | 减仓 |
| AMZN | AMAZON COM INC | $3,341.07万 | 3.58% | 160,420 | -4,089 | -2.5% | -$85.16万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,462.59万 | 2.64% | 83,716 | -2,014 | -2.3% | -$59.24万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,299.33万 | 2.46% | 62,116 | -1,374 | -2.2% | -$50.86万 | 减仓 |
| XPO | XPO INC | $1,851.57万 | 1.98% | 95,172 | -2,332 | -2.4% | -$45.37万 | 减仓 |
| IYW | ISHARES TR | $1,729.41万 | 1.85% | 95,326 | -1,552 | -1.6% | -$28.16万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,707.63万 | 1.83% | 69,859 | -729 | -1.0% | -$17.82万 | 减仓 |
| V | VISA INC | $1,575.56万 | 1.69% | 52,129 | -1,163 | -2.2% | -$35.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,518.31万 | 1.63% | 25,409 | -539 | -2.1% | -$32.21万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,443.30万 | 1.55% | 67,468 | -4,727 | -6.5% | -$101.12万 | 减仓 |
| WMT | WALMART INC | $1,431.22万 | 1.53% | 114,932 | -2,225 | -1.9% | -$27.71万 | 减仓 |
| DOV | DOVER CORP | $1,373.35万 | 1.47% | 65,884 | -1,052 | -1.6% | -$21.93万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,341.67万 | 1.44% | 76,926 | -253 | -0.3% | -$4.41万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,307.11万 | 1.40% | 26,160 | -159 | -0.6% | -$7.94万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $1,281.39万 | 1.37% | 690,311 | -45,315 | -6.2% | -$84.12万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,260.52万 | 1.35% | 27,344 | -536 | -1.9% | -$24.71万 | 减仓 |
| TJX | TJX COS INC NEW | $1,223.64万 | 1.31% | 76,621 | -822 | -1.1% | -$13.13万 | 减仓 |
| DHR | DANAHER CORPORATION | $1,181.10万 | 1.26% | 62,163 | -3,023 | -4.6% | -$57.44万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,137.28万 | 1.22% | 70,320 | -223 | -0.3% | -$3.61万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $969.49万 | 1.04% | 19,705 | -772 | -3.8% | -$37.98万 | 减仓 |
| CB | CHUBB LIMITED | $964.57万 | 1.03% | 29,507 | -1,324 | -4.3% | -$43.28万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $933.60万 | 1.00% | 189,103 | -2,252 | -1.2% | -$11.12万 | 减仓 |
| CVX | CHEVRON CORP NEW | $896.76万 | 0.96% | 43,343 | -217 | -0.5% | -$4.49万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $875.01万 | 0.94% | 65,840 | -1,355 | -2.0% | -$18.01万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $864.01万 | 0.93% | 108,531 | -2,851 | -2.6% | -$22.70万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $828.91万 | 0.89% | 142,572 | 5,803 | 4.2% | $33.74万 | 加仓 |
| BA | BOEING CO | $812.56万 | 0.87% | 40,826 | -371 | -0.9% | -$7.38万 | 减仓 |
| PEP | PEPSICO INC | $772.91万 | 0.83% | 49,772 | -1,140 | -2.2% | -$17.70万 | 减仓 |
| MRK | MERCK & CO INC | $723.60万 | 0.77% | 59,731 | -3,751 | -5.9% | -$45.44万 | 减仓 |
| CAT | CATERPILLAR INC | $705.13万 | 0.75% | 9,953 | -674 | -6.3% | -$47.75万 | 减仓 |
| YUM | YUM BRANDS INC | $694.93万 | 0.74% | 44,696 | -630 | -1.4% | -$9.80万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $689.46万 | 0.74% | 46,554 | 773 | 1.7% | $11.45万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $676.22万 | 0.72% | 46,124 | -296 | -0.6% | -$4.34万 | 减仓 |
| ADI | ANALOG DEVICES INC | $668.36万 | 0.72% | 21,008 | -492 | -2.3% | -$15.65万 | 减仓 |
| QXO | QXO INC | $665.67万 | 0.71% | 342,777 | 13,185 | 4.0% | $25.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $638.94万 | 0.68% | 13,334 | -746 | -5.3% | -$35.75万 | 减仓 |
| CME | CME GROUP INC | $622.07万 | 0.67% | 21,062 | -135 | -0.6% | -$3.99万 | 减仓 |
| EOG | EOG RES INC | $617.43万 | 0.66% | 42,708 | 3,141 | 7.9% | $45.41万 | 加仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $607.05万 | 0.65% | 31,470 | -349 | -1.1% | -$6.73万 | 减仓 |
| IWO | ISHARES TR | $571.60万 | 0.61% | 18,215 | -12 | -0.1% | -$3,766 | 减仓 |
| SBUX | STARBUCKS CORP | $562.06万 | 0.60% | 62,737 | -2,155 | -3.3% | -$19.31万 | 减仓 |
| ABT | ABBOTT LABS | $544.60万 | 0.58% | 53,044 | -1,527 | -2.8% | -$15.68万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $520.87万 | 0.56% | 5,227 | -225 | -4.1% | -$22.42万 | 减仓 |
| IJK | ISHARES TR | $503.04万 | 0.54% | 49,994 | 1,198 | 2.5% | $12.05万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $500.94万 | 0.54% | 27,459 | -35 | -0.1% | -$6,385 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $488.93万 | 0.52% | 63,350 | 1,040 | 1.7% | $8.03万 | 重新持有 |
| GEV | GE VERNOVA INC | $467.97万 | 0.50% | 5,358 | 418 | 8.5% | $36.51万 | 加仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $465.86万 | 0.50% | 128,975 | -10,672 | -7.6% | -$38.55万 | 减仓 |
| ECL | ECOLAB INC | $461.12万 | 0.49% | 17,287 | -108 | -0.6% | -$2.88万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $452.73万 | 0.48% | 13,117 | -71 | -0.5% | -$2.45万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $441.13万 | 0.47% | 51,758 | 74 | 0.1% | $6,307 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $440.83万 | 0.47% | 39,765 | 382 | 1.0% | $4.23万 | 加仓 |
| BLK | BLACKROCK INC | $435.62万 | 0.47% | 4,530 | -475 | -9.5% | -$45.68万 | 减仓 |
| HD | HOME DEPOT INC | $432.70万 | 0.46% | 13,156 | -145 | -1.1% | -$4.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $432.04万 | 0.46% | 7,148 | -432 | -5.7% | -$26.11万 | 减仓 |
| — | CATERPILLAR INC | $406.76万 | 0.44% | 121,131 | -437 | -0.4% | -$1.47万 | 减仓 |
| AES | AES CORP | $401.07万 | 0.43% | 284,650 | -364 | -0.1% | -$5,129 | 减仓 |
| IJR | ISHARES TR | $390.13万 | 0.42% | 31,384 | 1,496 | 5.0% | $18.60万 | 加仓 |
| KO | COCA COLA CO | $379.74万 | 0.41% | 49,589 | -881 | -1.7% | -$6.75万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $379.00万 | 0.41% | 26,239 | -852 | -3.1% | -$12.31万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $371.70万 | 0.40% | 4,152 | -99 | -2.3% | -$8.86万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $362.48万 | 0.39% | 33,261 | -126 | -0.4% | -$1.37万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $355.57万 | 0.38% | 93,967 | -10,209 | -9.8% | -$38.63万 | 减仓 |
| BX | BLACKSTONE INC | $340.98万 | 0.37% | 29,653 | -1,245 | -4.0% | -$14.32万 | 减仓 |
| META | META PLATFORMS INC | $334.87万 | 0.36% | 5,853 | -777 | -11.7% | -$44.45万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $334.70万 | 0.36% | 10,233 | -280 | -2.7% | -$9.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $333.08万 | 0.36% | 12,717 | 949 | 8.1% | $24.86万 | 加仓 |
| LLY | ELI LILLY & CO | $330.68万 | 0.35% | 3,595 | -90 | -2.4% | -$8.28万 | 减仓 |
| ORCL | ORACLE CORP | $315.89万 | 0.34% | 21,473 | -858 | -3.8% | -$12.62万 | 减仓 |
| BAC | BANK AMERICA CORP | $314.40万 | 0.34% | 64,492 | -6,827 | -9.6% | -$33.28万 | 减仓 |
| VO | VANGUARD INDEX FDS | $303.09万 | 0.32% | 10,554 | 806 | 8.3% | $23.15万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $295.78万 | 0.32% | 16,051 | 24 | 0.1% | $4,423 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $288.99万 | 0.31% | 65,015 | 1,040 | 1.6% | $4.62万 | 加仓 |
| MCD | MCDONALDS CORP | $284.40万 | 0.30% | 9,151 | -103 | -1.1% | -$3.20万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $281.03万 | 0.30% | 10,533 | -411 | -3.8% | -$10.97万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $280.46万 | 0.30% | 10,365 | 351 | 3.5% | $9.50万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $276.72万 | 0.30% | 13,298 | 4 | 0.0% | $832 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $267.09万 | 0.29% | 8,630 | 117 | 1.4% | $3.62万 | 加仓 |
| BN | BROOKFIELD CORP | $252.52万 | 0.27% | 62,398 | -3,125 | -4.8% | -$12.65万 | 减仓 |
| ABBV | ABBVIE INC | $247.43万 | 0.26% | 11,376 | -722 | -6.0% | -$15.70万 | 减仓 |
| NOW | SERVICENOW INC | $242.43万 | 0.26% | 23,188 | 6,528 | 39.2% | $68.25万 | 加仓 |
| BALL | BALL CORP | $241.25万 | 0.26% | 40,814 | -717 | -1.7% | -$4.24万 | 减仓 |
| SNOW | SNOWFLAKE INC | $237.22万 | 0.25% | 15,729 | 1,172 | 8.1% | $17.68万 | 加仓 |
| QQQ | INVESCO QQQ TR | $233.42万 | 0.25% | 4,044 | -110 | -2.6% | -$6.35万 | 减仓 |
| UNP | UNION PAC CORP | $228.16万 | 0.24% | 9,404 | 81 | 0.9% | $1.97万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $225.06万 | 0.24% | 3,451 | -35 | -1.0% | -$2.28万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $217.03万 | 0.23% | 8,433 | -59 | -0.7% | -$1.52万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $216.77万 | 0.23% | 26,442 | -999 | -3.6% | -$8.19万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $214.37万 | 0.23% | 10,975 | -303 | -2.7% | -$5.92万 | 减仓 |
| VGT | VANGUARD WORLD FDS | $212.96万 | 0.23% | 3,052 | -4 | -0.1% | -$2,791 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $201.03万 | 0.22% | 25,639 | -2,821 | -9.9% | -$22.12万 | 重新持有 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $198.88万 | 0.21% | 13,922 | 2 | 0.0% | $286 | 加仓 |
| TSLA | TESLA INC | $196.79万 | 0.21% | 5,294 | -61 | -1.1% | -$2.27万 | 减仓 |
| IYC | ISHARES TR | $193.70万 | 0.21% | 19,986 | -323 | -1.6% | -$3.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $191.76万 | 0.21% | 9,774 | 287 | 3.0% | $5.63万 | 加仓 |
| — | EXXON MOBIL CORP | $188.02万 | 0.20% | 11,082 | 399 | 3.7% | $6.77万 | 加仓 |
| IVW | ISHARES TR | $185.12万 | 0.20% | 16,367 | 2,912 | 21.6% | $32.94万 | 加仓 |