TritonPoint Partners, LLC
CHEVY CHASE MD · SEC CIK 0002111167
$12.06亿2026Q2 申报市值
351持仓数
33.9%前十大占比 · 第一大 8.4%
186 / 38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
AAPL 加仓+$9,052.66万
GOOG 加仓+$4,317.51万
GOOGL 加仓+$4,271.50万
VUG 加仓+$3,648.48万
AMZN 加仓+$3,510.43万
2026Q2 卖出最多 按季末市值估算
BIL 清仓-$3,316.87万
DIVO 清仓-$186.00万
CGIC 清仓-$178.53万
GE 减仓-$157.31万
APH 减仓-$137.02万
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 |
|---|---|---|---|---|---|---|---|---|
| XLY | SELECT SECTOR SPDR TR | $336.05万 | 0.28% | 28,654 | 28,654 | — | $336.05万 | 新建仓 |
| BAC | BANK OF AMER CORP | $344.23万 | 0.29% | 60,412 | 60,412 | — | $344.23万 | 新建仓 |
| IEMG | ISHARES INC | $344.74万 | 0.29% | 41,615 | -657 | -1.6% | -$5.44万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $347.87万 | 0.29% | 17,605 | 17,605 | — | $347.87万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $348.75万 | 0.29% | 14,164 | 14,164 | — | $348.75万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $356.13万 | 0.30% | 6,990 | 6,990 | — | $356.13万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $363.70万 | 0.30% | 9,814 | 9,814 | — | $363.70万 | 新建仓 |
| META | META PLATFORMS INC | $369.15万 | 0.31% | 6,553 | 3,887 | 145.8% | $218.97万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $370.76万 | 0.31% | 12,662 | 10,576 | 507.0% | $309.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $373.00万 | 0.31% | 10,080 | 3,426 | 51.5% | $126.77万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $374.10万 | 0.31% | 10,970 | 2,924 | 36.3% | $99.71万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $379.77万 | 0.32% | 35,449 | 35,449 | — | $379.77万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $396.63万 | 0.33% | 4,055 | 4,055 | — | $396.63万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $402.12万 | 0.33% | 5,455 | 3,471 | 174.9% | $255.87万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $402.50万 | 0.33% | 110,304 | 110,304 | — | $402.50万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $403.91万 | 0.34% | 13,325 | 13,325 | — | $403.91万 | 新建仓 |
| SPY | SPDR S&P 500 ETF TR | $417.81万 | 0.35% | 5,581 | 3,223 | 136.7% | $241.28万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $419.18万 | 0.35% | 68,955 | -3,619 | -5.0% | -$22.00万 | 减仓 |
| HEFA | ISHARES TR | $425.03万 | 0.35% | 90,577 | 4,907 | 5.7% | $23.03万 | 加仓 |
| KO | COCA COLA CO | $428.24万 | 0.36% | 52,443 | 46,764 | 823.5% | $381.86万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $429.16万 | 0.36% | 29,266 | 24,939 | 576.4% | $365.71万 | 加仓 |
| NOW | SERVICENOW INC | $431.44万 | 0.36% | 43,457 | 35,424 | 441.0% | $351.69万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $435.59万 | 0.36% | 14,990 | 12,122 | 422.7% | $352.25万 | 加仓 |
| AES | AES CORP | $439.25万 | 0.36% | 299,627 | 264,929 | 763.5% | $388.39万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $454.50万 | 0.38% | 54,998 | 36,829 | 202.7% | $304.36万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $458.01万 | 0.38% | 50,475 | 50,475 | — | $458.01万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $474.86万 | 0.39% | 61,912 | 61,912 | — | $474.86万 | 新建仓 |
| ECL | ECOLAB INC | $481.40万 | 0.40% | 17,234 | 15,853 | 1,147.9% | $442.83万 | 加仓 |
| CME | CME GROUP INC | $488.79万 | 0.41% | 22,134 | 19,833 | 861.9% | $437.97万 | 加仓 |
| BLK | BLACKROCK INC | $496.22万 | 0.41% | 5,161 | 4,325 | 517.3% | $415.84万 | 加仓 |
| AVGO | BROADCOM INC | $499.28万 | 0.41% | 13,217 | 3,611 | 37.6% | $136.41万 | 加仓 |
| LLY | ELI LILLY & CO | $506.70万 | 0.42% | 4,225 | 3,657 | 643.8% | $438.58万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $509.65万 | 0.42% | 111,623 | -14,674 | -11.6% | -$67.00万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $510.76万 | 0.42% | 55,711 | 52,969 | 1,931.8% | $485.62万 | 加仓 |
| IJR | ISHARES TR | $512.11万 | 0.42% | 34,530 | 28,948 | 518.6% | $429.32万 | 加仓 |
| EOG | EOG RES INC | $512.54万 | 0.43% | 39,508 | 33,137 | 520.1% | $429.89万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $529.57万 | 0.44% | 101,179 | -11,324 | -10.1% | -$59.27万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $541.91万 | 0.45% | 13,038 | 10,034 | 334.0% | $417.05万 | 加仓 |
| IJK | ISHARES TR | $543.19万 | 0.45% | 46,229 | 46,229 | — | $543.19万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $548.88万 | 0.46% | 27,359 | 26,245 | 2,355.9% | $526.53万 | 加仓 |
| COST | COSTCO WHSL CORP NEW | $580.02万 | 0.48% | 6,200 | 4,974 | 405.7% | $465.33万 | 加仓 |
| HD | HOME DEPOT INC | $587.84万 | 0.49% | 16,668 | 10,687 | 178.7% | $376.90万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $590.82万 | 0.49% | 12,348 | 8,090 | 190.0% | $387.08万 | 加仓 |
| RTX | RTX CORPORATION | $650.74万 | 0.54% | 34,298 | 28,297 | 471.5% | $536.88万 | 加仓 |
| PEP | PEPSICO INC | $654.33万 | 0.54% | 48,326 | 46,225 | 2,200.1% | $625.88万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $656.73万 | 0.54% | 41,392 | 41,392 | — | $656.73万 | 新建仓 |
| IEFA | ISHARES TR | $665.74万 | 0.55% | 68,931 | 9,021 | 15.1% | $87.13万 | 加仓 |
| IWO | ISHARES TR | $688.52万 | 0.57% | 17,477 | 17,477 | — | $688.52万 | 新建仓 |
| CVX | CHEVRON CORP NEW | $691.73万 | 0.57% | 41,731 | 32,939 | 374.6% | $546.00万 | 加仓 |
| SBUX | STARBUCKS CORP | $698.69万 | 0.58% | 68,372 | 60,966 | 823.2% | $623.01万 | 加仓 |
| YUM | YUM BRANDS INC | $707.04万 | 0.59% | 44,229 | 44,229 | — | $707.04万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $743.83万 | 0.62% | 47,069 | 42,445 | 917.9% | $670.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $748.66万 | 0.62% | 14,962 | 12,105 | 423.7% | $605.70万 | 加仓 |
| GEV | GE VERNOVA INC | $759.75万 | 0.63% | 6,464 | 4,851 | 300.7% | $570.16万 | 加仓 |
| QXO | QXO INC | $834.38万 | 0.69% | 482,859 | 467,780 | 3,102.2% | $808.32万 | 加仓 |
| MRK | MERCK & CO INC | $840.29万 | 0.70% | 64,967 | 56,005 | 624.9% | $724.37万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $850.34万 | 0.71% | 71,463 | -3,815 | -5.1% | -$45.39万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $858.92万 | 0.71% | 147,231 | 134,903 | 1,094.3% | $787.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $891.73万 | 0.74% | 7,725 | 7,725 | — | $891.73万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $962.88万 | 0.80% | 24,243 | 19,592 | 421.2% | $778.15万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $974.70万 | 0.81% | 19,423 | 19,423 | — | $974.70万 | 新建仓 |
| BA | BOEING CO | $980.38万 | 0.81% | 45,289 | 38,245 | 542.9% | $827.90万 | 加仓 |
| CAT | CATERPILLAR INC | $1,061.60万 | 0.88% | 9,969 | 9,091 | 1,035.4% | $968.10万 | 加仓 |
| CB | CHUBB LIMITED | $1,090.37万 | 0.90% | 31,906 | 28,507 | 838.7% | $974.21万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $1,115.06万 | 0.92% | 207,995 | 181,197 | 676.2% | $971.40万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,122.35万 | 0.93% | 28,222 | 25,185 | 829.3% | $1,001.57万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,152.72万 | 0.96% | 60,504 | 60,504 | — | $1,152.72万 | 新建仓 |
| DHR | DANAHER CORPORATION | $1,207.19万 | 1.00% | 63,242 | 59,983 | 1,840.5% | $1,144.98万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,235.13万 | 1.02% | 66,681 | 66,681 | — | $1,235.13万 | 新建仓 |
| TJX | TJX COS INC NEW | $1,262.03万 | 1.05% | 83,302 | 73,922 | 788.1% | $1,119.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,383.89万 | 1.15% | 26,945 | 25,209 | 1,452.1% | $1,294.73万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $1,416.33万 | 1.17% | 675,646 | 550,045 | 437.9% | $1,153.04万 | 加仓 |
| WMT | WALMART INC | $1,451.06万 | 1.20% | 128,117 | 105,141 | 457.6% | $1,190.83万 | 加仓 |
| DOV | DOVER CORP | $1,518.11万 | 1.26% | 67,688 | 62,985 | 1,339.3% | $1,412.64万 | 加仓 |
| IVV | ISHARES TR | $1,559.03万 | 1.29% | 20,818 | 1,540 | 8.0% | $115.33万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,890.62万 | 1.57% | 74,443 | 64,122 | 621.3% | $1,628.50万 | 加仓 |
| XPO | XPO INC | $1,910.41万 | 1.58% | 93,059 | 93,059 | — | $1,910.41万 | 新建仓 |
| V | VISA INC | $1,992.36万 | 1.65% | 58,071 | 48,688 | 518.9% | $1,670.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,318.76万 | 1.92% | 115,886 | 89,573 | 340.4% | $1,792.26万 | 加仓 |
| IYW | ISHARES TR | $2,367.25万 | 1.96% | 93,853 | 91,676 | 4,211.1% | $2,312.34万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,415.89万 | 2.00% | 35,176 | 22,587 | 179.4% | $1,551.28万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,734.09万 | 2.27% | 73,296 | 56,660 | 340.6% | $2,113.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,862.04万 | 2.37% | 87,436 | 77,754 | 803.1% | $2,545.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,071.01万 | 2.55% | 70,828 | 60,917 | 614.6% | $2,641.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,747.67万 | 3.11% | 435,067 | 423,553 | 3,678.6% | $3,648.48万 | 加仓 |
| AMZN | AMAZON COM INC | $4,062.43万 | 3.37% | 170,447 | 147,287 | 636.0% | $3,510.43万 | 加仓 |
| GOOG | ALPHABET INC | $4,516.44万 | 3.75% | 127,825 | 122,195 | 2,170.4% | $4,317.51万 | 加仓 |
| GOOGL | ALPHABET INC | $4,938.89万 | 4.10% | 138,201 | 119,526 | 640.0% | $4,271.50万 | 加仓 |
| AAPL | APPLE INC | $1.02亿 | 8.44% | 351,422 | 312,851 | 811.1% | $9,052.66万 | 加仓 |