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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $9,448.93万 | 9.28% | 326,546 | -6,410 | -1.9% | -$185.48万 | 减仓 |
| GOOGL | ALPHABET INC | $4,475.45万 | 4.40% | 125,233 | -778 | -0.6% | -$27.80万 | 减仓 |
| GOOG | ALPHABET INC | $4,390.83万 | 4.31% | 124,270 | -3,604 | -2.8% | -$127.34万 | 减仓 |
| AMZN | AMAZON COM INC | $3,778.64万 | 3.71% | 158,540 | -1,880 | -1.2% | -$44.81万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,674.04万 | 3.61% | 426,520 | -133,784 | -23.9% | -$1,152.41万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $2,722.67万 | 2.68% | 62,831 | -4,637 | -6.9% | -$200.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2,674.07万 | 2.63% | 81,693 | -2,023 | -2.4% | -$66.22万 | 减仓 |
| MSFT | MICROSOFT CORP | $2,396.10万 | 2.35% | 64,235 | 2,119 | 3.4% | $79.04万 | 加仓 |
| IYW | ISHARES TR | $2,331.35万 | 2.29% | 92,429 | -2,897 | -3.0% | -$73.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,941.85万 | 1.91% | 97,049 | 20,123 | 26.2% | $402.64万 | 加仓 |
| XPO | XPO INC | $1,909.73万 | 1.88% | 93,026 | -2,146 | -2.3% | -$44.06万 | 减仓 |
| V | VISA INC | $1,759.18万 | 1.73% | 51,275 | -854 | -1.6% | -$29.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,718.01万 | 1.69% | 67,646 | -2,213 | -3.2% | -$56.20万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $1,685.25万 | 1.66% | 24,537 | -872 | -3.4% | -$59.89万 | 减仓 |
| DOV | DOVER CORP | $1,437.92万 | 1.41% | 64,113 | -1,771 | -2.7% | -$39.72万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $1,316.81万 | 1.29% | 25,639 | -521 | -2.0% | -$26.76万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $1,269.28万 | 1.25% | 614,067 | -76,244 | -11.0% | -$157.60万 | 减仓 |
| WMT | WALMART INC | $1,268.13万 | 1.25% | 111,967 | -2,965 | -2.6% | -$33.58万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,235.13万 | 1.21% | 66,681 | -3,639 | -5.2% | -$67.40万 | 减仓 |
| TJX | TJX COS INC NEW | $1,166.05万 | 1.15% | 76,967 | 346 | 0.5% | $5.24万 | 加仓 |
| DHR | DANAHER CORPORATION | $1,158.58万 | 1.14% | 60,824 | -1,339 | -2.2% | -$25.51万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,152.72万 | 1.13% | 60,504 | -5,336 | -8.1% | -$101.66万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,074.52万 | 1.06% | 27,020 | -324 | -1.2% | -$12.88万 | 减仓 |
| CAT | CATERPILLAR INC | $1,039.77万 | 1.02% | 9,764 | -189 | -1.9% | -$20.13万 | 减仓 |
| CB | CHUBB LIMITED | $994.51万 | 0.98% | 29,187 | -320 | -1.1% | -$10.90万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $978.66万 | 0.96% | 182,551 | -6,552 | -3.5% | -$35.13万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $967.62万 | 0.95% | 19,300 | -405 | -2.1% | -$20.31万 | 减仓 |
| BA | BOEING CO | $879.46万 | 0.86% | 40,627 | -199 | -0.5% | -$4.31万 | 减仓 |
| QXO | QXO INC | $832.15万 | 0.82% | 481,568 | 138,791 | 40.5% | $239.83万 | 加仓 |
| ADI | ANALOG DEVICES INC | $807.23万 | 0.79% | 20,325 | -683 | -3.3% | -$27.13万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $793.96万 | 0.78% | 137,268 | -5,304 | -3.7% | -$30.68万 | 减仓 |
| MRK | MERCK & CO INC | $754.34万 | 0.74% | 58,703 | -1,028 | -1.7% | -$13.21万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $743.83万 | 0.73% | 47,069 | 515 | 1.1% | $8.14万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $726.20万 | 0.71% | 6,291 | 4,245 | 207.5% | $490.02万 | 加仓 |
| YUM | YUM BRANDS INC | $705.33万 | 0.69% | 44,122 | -574 | -1.3% | -$9.18万 | 减仓 |
| IWO | ISHARES TR | $688.52万 | 0.68% | 17,477 | -738 | -4.1% | -$29.07万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $665.34万 | 0.65% | 13,297 | -37 | -0.3% | -$1.85万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $654.39万 | 0.64% | 41,245 | -4,879 | -10.6% | -$77.41万 | 减仓 |
| PEP | PEPSICO INC | $644.29万 | 0.63% | 47,584 | -2,188 | -4.4% | -$29.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $637.33万 | 0.63% | 62,367 | -370 | -0.6% | -$3.78万 | 减仓 |
| CVX | CHEVRON CORP NEW | $620.56万 | 0.61% | 37,437 | -5,906 | -13.6% | -$97.90万 | 减仓 |
| GEV | GE VERNOVA INC | $616.10万 | 0.61% | 5,244 | -114 | -2.1% | -$13.39万 | 减仓 |
| RTX | RAYTHEON TECHNOLOGIES CORP | $577.78万 | 0.57% | 30,453 | -1,017 | -3.2% | -$19.30万 | 减仓 |
| IJK | ISHARES TR | $544.60万 | 0.54% | 46,349 | -3,645 | -7.3% | -$42.83万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $540.98万 | 0.53% | 26,965 | -494 | -1.8% | -$9.91万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $496.95万 | 0.49% | 5,312 | 85 | 1.6% | $7.95万 | 加仓 |
| ECL | ECOLAB INC | $477.98万 | 0.47% | 17,156 | -131 | -0.8% | -$3.65万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $477.36万 | 0.47% | 52,069 | 311 | 0.6% | $2.85万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $471.46万 | 0.46% | 61,468 | -1,882 | -3.0% | -$14.44万 | 减仓 |
| EOG | EOG RES INC | $467.61万 | 0.46% | 36,045 | -6,663 | -15.6% | -$86.44万 | 减仓 |
| CME | CME GROUP INC | $459.26万 | 0.45% | 20,797 | -265 | -1.3% | -$5.85万 | 减仓 |
| HD | HOME DEPOT INC | $456.93万 | 0.45% | 12,956 | -200 | -1.5% | -$7.05万 | 减仓 |
| ABT | ABBOTT LABS | $455.90万 | 0.45% | 50,243 | -2,801 | -5.3% | -$25.42万 | 减仓 |
| IJR | ISHARES TR | $455.72万 | 0.45% | 30,728 | -656 | -2.1% | -$9.73万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $455.20万 | 0.45% | 10,952 | 587 | 5.7% | $24.40万 | 加仓 |
| LLY | ELI LILLY & CO | $447.19万 | 0.44% | 3,728 | 133 | 3.7% | $15.95万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $438.45万 | 0.43% | 53,056 | -55,475 | -51.1% | -$458.44万 | 减仓 |
| BLK | BLACKROCK INC | $437.76万 | 0.43% | 4,553 | 23 | 0.5% | $2.21万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $403.83万 | 0.40% | 8,456 | 7,739 | 1,079.4% | $369.59万 | 加仓 |
| KO | COCA COLA CO | $402.72万 | 0.40% | 49,554 | -35 | -0.1% | -$2,844 | 减仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $402.50万 | 0.40% | 110,304 | -18,671 | -14.5% | -$68.13万 | 减仓 |
| AES | AES CORP | $396.44万 | 0.39% | 270,421 | -14,229 | -5.0% | -$20.86万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $395.55万 | 0.39% | 4,044 | -108 | -2.6% | -$10.56万 | 减仓 |
| VB | VANGUARD INDEX FDS | $385.20万 | 0.38% | 12,708 | -9 | -0.1% | -$2,728 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $381.37万 | 0.37% | 35,599 | -4,166 | -10.5% | -$44.63万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $381.21万 | 0.37% | 25,996 | -243 | -0.9% | -$3.56万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $366.58万 | 0.36% | 12,615 | -502 | -3.8% | -$14.59万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $355.77万 | 0.35% | 9,600 | -633 | -6.2% | -$23.46万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $355.47万 | 0.35% | 6,977 | -171 | -2.4% | -$8.71万 | 减仓 |
| NOW | SERVICENOW INC | $348.99万 | 0.34% | 35,152 | 11,964 | 51.6% | $118.78万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $347.87万 | 0.34% | 17,605 | 1,554 | 9.7% | $30.71万 | 加仓 |
| BAC | BANK AMERICA CORP | $337.14万 | 0.33% | 59,168 | -5,324 | -8.3% | -$30.34万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $336.46万 | 0.33% | 13,665 | 367 | 2.8% | $9.04万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $336.05万 | 0.33% | 28,654 | -4,607 | -13.9% | -$54.03万 | 减仓 |
| VO | VANGUARD INDEX FDS | $322.18万 | 0.32% | 39,988 | -2,228 | -5.3% | -$17.95万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $321.56万 | 0.32% | 10,982 | 7 | 0.1% | $2,050 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $320.15万 | 0.31% | 9,388 | 65 | 0.7% | $2.22万 | 加仓 |
| AVGO | AVAGO TECHNOLOGIES LTD | $316.24万 | 0.31% | 8,372 | -258 | -3.0% | -$9.75万 | 减仓 |
| QQQ | INVESCO QQQ TR | $304.97万 | 0.30% | 4,141 | 97 | 2.4% | $7.14万 | 加仓 |
| VGT | VANGUARD WORLD FDS | $293.24万 | 0.29% | 24,535 | 119 | 0.5% | $1.42万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $291.98万 | 0.29% | 10,428 | -105 | -1.0% | -$2.94万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $290.48万 | 0.29% | 64,766 | -249 | -0.4% | -$1.12万 | 减仓 |
| META | META PLATFORMS INC | $279.11万 | 0.27% | 4,955 | -898 | -15.3% | -$50.58万 | 减仓 |
| BX | BLACKSTONE INC | $277.85万 | 0.27% | 23,613 | -6,040 | -20.4% | -$71.07万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $269.96万 | 0.27% | 16,354 | 16,354 | — | $269.96万 | 新建仓 |
| ABBV | ABBVIE INC | $264.31万 | 0.26% | 10,503 | -873 | -7.7% | -$21.97万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $261.26万 | 0.26% | 71,073 | -22,894 | -24.4% | -$84.16万 | 减仓 |
| SPY | SPDR S&P 500 ETF TR | $257.49万 | 0.25% | 3,448 | -3 | -0.1% | -$2,240 | 减仓 |
| BALL | BALL CORP | $257.25万 | 0.25% | 41,225 | 411 | 1.0% | $2.56万 | 加仓 |
| UNP | UNION PAC CORP | $255.05万 | 0.25% | 9,377 | -27 | -0.3% | -$7,344 | 减仓 |
| BN | BROOKFIELD CORP | $244.42万 | 0.24% | 57,388 | -5,010 | -8.0% | -$21.34万 | 减仓 |
| MCD | MCDONALDS CORP | $238.28万 | 0.23% | 8,815 | -336 | -3.7% | -$9.08万 | 减仓 |
| IVW | ISHARES TR | $224.08万 | 0.22% | 16,293 | -74 | -0.5% | -$1.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $216.05万 | 0.21% | 9,914 | 140 | 1.4% | $3.05万 | 加仓 |
| IVV | ISHARES TR | $215.29万 | 0.21% | 2,875 | 382 | 15.3% | $28.61万 | 加仓 |
| ORCL | ORACLE CORP | $211.64万 | 0.21% | 14,442 | -7,031 | -32.7% | -$103.04万 | 减仓 |
| TSLA | TESLA INC | $210.41万 | 0.21% | 5,003 | -291 | -5.5% | -$12.24万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $204.16万 | 0.20% | 8,402 | 1,003 | 13.6% | $24.37万 | 加仓 |
| IYC | ISHARES TR | $200.28万 | 0.20% | 19,810 | -176 | -0.9% | -$1.78万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $197.48万 | 0.19% | 25,348 | -291 | -1.1% | -$2.27万 | 减仓 |