Tritonpoint Wealth, LLC
- SEC CIK
- 0002008171
- 最新申報
- 2026/8/11
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/24 申報。只含多頭部位。
- 持股檔數
- 326
- 2023 年第 3 季沒有申報
- 總值
- $10.2 億
- 2023 年第 3 季沒有申報
Tritonpoint Wealth, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 432,290 | $8,323 萬 | 8.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 88,213 | $3,853 萬 | 3.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 82,744 | $3,112 萬 | 3.0% | – | – | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 1,689,411 | $2,958 萬 | 2.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 185,407 | $2,817 萬 | 2.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 163,398 | $2,283 萬 | 2.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 157,955 | $2,226 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 65,241 | $2,028 萬 | 2.0% | – | – | – |
| DHRDanaher Corp | Stock | 81,390 | $1,885 萬 | 1.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 100,642 | $1,712 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 62,523 | $1,628 萬 | 1.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 43,400 | $1,523 萬 | 1.5% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 92,453 | $1,454 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 33,110 | $1,412 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 89,220 | $1,398 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 107,501 | $1,320 萬 | 1.3% | – | – | – |
| XPOXPO, Inc. | COM | 145,954 | $1,278 萬 | 1.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 22,817 | $1,212 萬 | 1.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 105,021 | $1,153 萬 | 1.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 33,738 | $1,138 萬 | 1.1% | – | – | 歷史 |
| DOVDOVER Corp | COM | 73,934 | $1,137 萬 | 1.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 146,413 | $1,128 萬 | 1.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 153,565 | $1,119 萬 | 1.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 278,186 | $1,046 萬 | 1.0% | – | – | – |
| BABoeing Co | Stock | 38,514 | $1,004 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 57,623 | $985.9 萬 | 1.0% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 94,146 | $903.9 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 25,540 | $885.1 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 17,646 | $842.8 萬 | 0.8% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 106,826 | $815.9 萬 | 0.8% | – | – | – |
| TJXTJX Companies Inc | Stock | 86,774 | $814.0 萬 | 0.8% | – | – | 歷史 |
| CBChubb Ltd | Stock | 35,649 | $808.7 萬 | 0.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 46,680 | $738.6 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 64,999 | $715.4 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 47,398 | $707.0 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 13,384 | $704.6 萬 | 0.7% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 57,396 | $694.2 萬 | 0.7% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 60,855 | $693.7 萬 | 0.7% | – | – | – |
| ZTSZoetis Inc. | Stock | 35,111 | $693.0 萬 | 0.7% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 52,084 | $682.9 萬 | 0.7% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 137,294 | $675.8 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,943 | $675.6 萬 | 0.7% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 34,555 | $665.1 萬 | 0.6% | – | – | – |
| GXOGXO Logistics, Inc. | Stock | 105,181 | $643.3 萬 | 0.6% | – | – | 歷史 |
| YUMYum Brands Inc | Stock | 47,849 | $625.2 萬 | 0.6% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 7,958 | $624.9 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 12,402 | $614.2 萬 | 0.6% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 75,954 | $605.4 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 23,613 | $595.6 萬 | 0.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,474 | $589.7 萬 | 0.6% | – | – | – |
| CMECME Group Inc. | COM | 27,278 | $588.8 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 39,664 | $581.2 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 114,628 | $579.1 萬 | 0.6% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 8,458 | $571.0 萬 | 0.6% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 25,301 | $570.6 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 77,049 | $542.0 萬 | 0.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 45,995 | $513.4 萬 | 0.5% | – | – | – |
| BLKBlackRock, Inc. | COM | 6,194 | $502.8 萬 | 0.5% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 155,797 | $490.6 萬 | 0.5% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 93,905 | $481.8 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 35,675 | $467.1 萬 | 0.5% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 15,449 | $458.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 139,723 | $440.3 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 18,368 | $435.7 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,004 | $429.7 萬 | 0.4% | – | – | 歷史 |
| Atlantica Sustainable Infr PG0751N103 | SHS | 186,349 | $400.7 萬 | 0.4% | – | – | – |
| LMTLockheed Martin Corp | Stock | 8,835 | $400.4 萬 | 0.4% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 19,904 | $395.9 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 48,727 | $386.0 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 64,412 | $379.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,530 | $375.0 萬 | 0.4% | – | – | – |
| CATCaterpillar Inc | Stock | 12,535 | $370.6 萬 | 0.4% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 27,073 | $369.2 萬 | 0.4% | – | – | – |
| RTXRTX Corp | Stock | 42,837 | $360.4 萬 | 0.4% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,629 | $358.6 萬 | 0.3% | – | – | 歷史 |
| AESAES Corp | Stock | 181,803 | $350.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,406 | $349.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 19,243 | $346.3 萬 | 0.3% | – | – | – |
| ADIAnalog Devices Inc | Stock | 17,408 | $345.7 萬 | 0.3% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 17,938 | $320.7 萬 | 0.3% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 77,873 | $312.8 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 91,950 | $309.6 萬 | 0.3% | – | – | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 42,175 | $306.4 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 30,544 | $289.3 萬 | 0.3% | – | – | – |
| PHParker-Hannifin Corp | Stock | 6,114 | $281.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 19,308 | $280.0 萬 | 0.3% | – | – | – |
| BALLBALL Corp | COM | 48,600 | $279.5 萬 | 0.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 33,305 | $279.2 萬 | 0.3% | – | – | – |
| SLBSLB Limited | Stock | 52,492 | $274.5 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,043 | $271.3 萬 | 0.3% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 101,730 | $268.1 萬 | 0.3% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 11,592 | $263.5 萬 | 0.3% | – | – | 歷史 |
| CHKPCheck Point Software Technologies Ltd | ORD | 16,923 | $258.6 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 89,642 | $258.1 萬 | 0.3% | – | – | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 64,239 | $257.7 萬 | 0.3% | – | – | 歷史 |
| TWITitan International Inc | COM | 172,571 | $256.8 萬 | 0.3% | – | – | 歷史 |
| AKAMAkamai Technologies Inc | COM | 20,930 | $247.7 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 15,452 | $239.3 萬 | 0.2% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 4,670 | $238.8 萬 | 0.2% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 31,899 | $229.8 萬 | 0.2% | – | – | – |