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Tritonpoint Wealth, LLC

SEC CIK
0002008171
最新申報
2026/8/11

2025 年第 4 季持倉

持倉截至 2025/12/31,2026/1/20 申報。只含多頭部位,變化是跟 2025 年第 3 季比股數。

機構總覽
持股檔數
272
較 2025 年第 3 季 −77
總值
$9.86 億
較 2025 年第 3 季 −$1.80 億 (−15.4%)
申報日
2026/1/20
SEC
Tritonpoint Wealth, LLC 在 2025 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock351,223$9,548 萬9.7%−39,504−10.1%減碼歷史
Vanguard Morningstar Growth ETF922908736ETF90,782$4,429 萬4.5%−1,555−1.7%減碼–
GOOGAlphabet Inc.Stock133,814$4,199 萬4.3%−4,691−3.4%減碼歷史
GOOGLAlphabet Inc.Stock131,261$4,108 萬4.2%−20,819−13.7%減碼歷史
AMZNAmazon Com IncStock164,509$3,797 萬3.9%−11,324−6.4%減碼歷史
MSFTMicrosoft CorpStock63,490$3,070 萬3.1%−18,953−23.0%減碼歷史
JPMJPMorgan Chase & CoStock85,730$2,762 萬2.8%−8,515−9.0%減碼歷史
iShares Tr464287721U.S. TECH ETF96,878$1,934 萬2.0%−9,286−8.7%減碼–
VVisa Inc.Stock53,292$1,869 萬1.9%−8,521−13.8%減碼歷史
Vanguard S&P 500 ETF922908363ETF25,948$1,627 萬1.7%−14,678−36.1%減碼–
ISRGIntuitive Surgical IncCOM NEW27,880$1,579 萬1.6%−1,336−4.6%減碼歷史
MAMastercard IncStock26,319$1,502 萬1.5%−2,595−9.0%減碼歷史
DHRDanaher CorpStock65,186$1,494 萬1.5%−8,870−12.0%減碼歷史
JNJJohnson & JohnsonStock70,588$1,461 萬1.5%−9,472−11.8%減碼歷史
NVDANVIDIA CorpStock77,179$1,439 萬1.5%−15,232−16.5%減碼歷史
XPOXPO, Inc.COM97,504$1,325 萬1.3%−1,041−1.1%減碼歷史
WMTWalmart Inc.Stock117,157$1,308 萬1.3%−23,497−16.7%減碼歷史
DOVDOVER CorpCOM66,936$1,307 萬1.3%−6,624−9.0%減碼歷史
BNLBroadstone Net Lease, Inc.COM735,626$1,299 萬1.3%−104,865−12.5%減碼歷史
LRCXLam Research CorpStock72,195$1,238 萬1.3%−3,273−4.3%減碼歷史
TJXTJX Companies IncStock77,443$1,190 萬1.2%−8,356−9.7%減碼歷史
TMOThermo Fisher Scientific Inc.Stock20,477$1,187 萬1.2%−45−0.2%減碼歷史
State Street Industrial Select Sector SPDR ETF81369Y704ETF70,543$1,094 萬1.1%−1,710−2.4%減碼–
State Street Financial Select Sector SPDR ETF81369Y605ETF191,355$1,048 萬1.1%−28,569−13.0%減碼–
WFCWells Fargo & CompanyStock111,382$1,038 萬1.1%−19,288−14.8%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF67,195$967.5 萬1.0%−4,125−5.8%減碼依 2 比 1 拆股換算–
CBChubb LtdStock30,831$965.3 萬1.0%−3,272−9.6%減碼歷史
BABoeing CoStock41,197$894.5 萬0.9%−5,953−12.6%減碼歷史
MDLZMondelez International, Inc.Stock136,769$743.1 萬0.8%−28,827−17.4%減碼歷史
PEPPepsiCo IncStock50,912$737.9 萬0.7%−320−0.6%減碼歷史
State Street Health Care Select Sector SPDR ETF81369Y209ETF46,420$718.6 萬0.7%−1,213−2.5%減碼–
BRK.BBerkshire Hathaway IncStock14,080$707.7 萬0.7%−3,205−18.5%減碼歷史
YUMYum Brands IncStock45,326$685.7 萬0.7%−942−2.0%減碼歷史
ABTAbbott LaboratoriesStock54,571$683.7 萬0.7%−1,468−2.6%減碼歷史
MRKMerck & Co., Inc.Stock63,482$673.6 萬0.7%−22,727−26.4%減碼歷史
COFCapital One Financial CorpStock27,494$666.4 萬0.7%−3,416−11.1%減碼歷史
CVXChevron CorpStock43,560$663.9 萬0.7%−7,367−14.5%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF45,781$657.0 萬0.7%−140.0%減碼–
QXOQXO, Inc.COM NEW329,592$635.8 萬0.6%+43,700+15.3%加碼歷史
CATCaterpillar IncStock10,627$608.8 萬0.6%−494−4.4%減碼歷史
iShares Russell 2000 Growth ETF464287648ETF18,227$588.8 萬0.6%−272−1.5%減碼–
RTXRTX CorpStock31,819$583.6 萬0.6%−5,882−15.6%減碼歷史
ADIAnalog Devices IncStock21,500$583.1 萬0.6%−4,017−15.7%減碼歷史
CMECME Group Inc.COM21,197$578.9 萬0.6%−1,631−7.1%減碼歷史
SBUXStarbucks CorpStock64,892$546.5 萬0.6%−8,976−12.2%減碼歷史
BLKBlackRock, Inc.Stock5,005$535.7 萬0.5%−699−12.3%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT139,647$485.1 萬0.5%−10,047−6.7%減碼歷史
BXBlackstone Inc.COM30,898$476.3 萬0.5%−214−0.7%減碼歷史
iShares S&P Mid-Cap 400 Growth ETF464287606ETF48,796$472.7 萬0.5%+354+0.7%加碼–
COSTCostco Wholesale CorpStock5,452$470.2 萬0.5%−1,252−18.7%減碼歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF39,383$463.6 萬0.5%−1,330−3.3%減碼–
ECLEcolab Inc.Stock17,395$457.9 萬0.5%−1,578−8.3%減碼歷史
HDHome Depot, Inc.Stock13,301$457.7 萬0.5%−6,466−32.7%減碼歷史
METAMeta Platforms, Inc.Stock6,630$437.6 萬0.4%−1,815−21.5%減碼歷史
ORCLOracle CorpStock22,331$435.3 萬0.4%−10,967−32.9%減碼歷史
JPMorgan Hedged Equity Fund I46637K281Com121,568$429.9 萬0.4%−675−0.6%減碼–
EOGEOG Resources IncStock39,567$415.5 萬0.4%−14,840−27.3%減碼歷史
AESAES CorpStock285,014$408.7 萬0.4%−36,066−11.2%減碼歷史
CLColgate Palmolive CoStock51,684$408.4 萬0.4%−4,657−8.3%減碼歷史
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF33,387$398.7 萬0.4%−537−1.6%減碼依 2 比 1 拆股換算–
LLYEli Lilly & CoStock3,685$396.0 萬0.4%−334−8.3%減碼歷史
BACBank of America CorpStock71,319$392.3 萬0.4%−3,420−4.6%減碼歷史
PGProcter & Gamble CoStock27,091$388.2 萬0.4%−4,820−15.1%減碼歷史
LHXL3HARRIS Technologies, Inc.Stock13,188$387.2 萬0.4%−3,119−19.1%減碼歷史
PHParker-Hannifin CorpStock4,251$373.6 萬0.4%−49−1.1%減碼歷史
LMTLockheed Martin CorpStock7,580$366.6 萬0.4%−33−0.4%減碼歷史
iShares Core S&P Small Cap ETF464287804ETF29,888$359.2 萬0.4%−16,583−35.7%減碼–
KOCoca Cola CoStock50,470$352.8 萬0.4%−2,688−5.1%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS63,975$335.2 萬0.3%−8,454−11.7%減碼歷史
EPDEnterprise Products Partners L.P.Stock104,176$334.0 萬0.3%−8,480−7.5%減碼歷史
UNHUnitedHealth Group IncStock10,014$330.6 萬0.3%−2,992−23.0%減碼歷史
MARMarriott International IncStock10,513$326.2 萬0.3%−5,874−35.8%減碼歷史
GEVGE Vernova Inc.Stock4,940$322.9 萬0.3%+3,946+397.0%加碼歷史
SNOWSnowflake Inc.Stock14,557$319.3 萬0.3%+4,048+38.5%加碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF11,768$303.6 萬0.3%+50.0%加碼–
BNBROOKFIELD CorpCL A LTD VT SH65,523$300.7 萬0.3%+21,597+49.2%加碼歷史
AVGOBroadcom Inc.Stock8,513$294.6 萬0.3%−5,863−40.8%減碼歷史
Vanguard Morningstar Total Stock Market ETF922908769ETF8,756$293.6 萬0.3%−7,585−46.4%減碼–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF16,027$284.3 萬0.3%00.0%不變–
Vanguard Morningstar Mid-Cap ETF922908629ETF9,748$282.9 萬0.3%+523+5.7%加碼–
MCDMcDonalds CorpStock9,254$282.8 萬0.3%−1,155−11.1%減碼歷史
PNCPNC Financial Services Group, Inc.Stock13,294$277.5 萬0.3%−884−6.2%減碼歷史
ABBVAbbVie Inc.Stock12,098$276.4 萬0.3%−538−4.3%減碼歷史
LHLabcorp Holdings Inc.Stock10,944$274.6 萬0.3%−30.0%減碼歷史
ADBEAdobe Inc.Stock7,532$263.6 萬0.3%−1,836−19.6%減碼歷史
CHKPCheck Point Software Technologies LtdORD13,920$258.3 萬0.3%−1,165−7.7%減碼歷史
NOWServiceNow, Inc.Stock16,660$255.2 萬0.3%−5,270−24.0%減碼依 5 比 1 拆股換算歷史
Invesco QQQ Trust Series I46090E103ETF4,154$255.2 萬0.3%−1,223−22.7%減碼–
TSLATesla, Inc.Stock5,355$240.8 萬0.2%−2,595−32.6%減碼歷史
SPYSPDR S&P 500 ETF TrustETF3,486$238.4 萬0.2%−2,380−40.6%減碼歷史
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF8,492$237.1 萬0.2%+50+0.6%加碼–
Vanguard Information Technology ETF92204A702ETF3,056$230.4 萬0.2%−82−2.6%減碼–
BALLBALL CorpCOM41,531$220.0 萬0.2%−917−2.2%減碼歷史
UNPUnion Pacific CorpStock9,323$215.7 萬0.2%−883−8.7%減碼歷史
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF27,441$213.2 萬0.2%−3,064−10.0%減碼–
iShares Tr464287580US CONSUM DISCRE20,309$209.4 萬0.2%−981−4.6%減碼–
iShares Core S&P 500 ETF464287200ETF2,900$198.9 萬0.2%−15,468−84.2%減碼–
iShares Tr464287515EXPANDED TECH18,367$194.1 萬0.2%−200−1.1%減碼–
Vanguard Morningstar Value ETF922908744ETF9,487$181.2 萬0.2%−4,297−31.2%減碼–
Vanguard Morningstar Small-Cap Value ETF922908611ETF8,442$178.8 萬0.2%−2,105−20.0%減碼–

2025 年第 3 季之後清倉(88 檔)

2025 年第 3 季季末還持有、這份申報已經沒有的部位。

Tritonpoint Wealth, LLC 在 2025 年第 3 季之後清倉的部位
證券類別2025 年第 3 季股數2025 年第 3 季市值2025 年第 3 季佔組合 %紀錄
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF73,082$763.8 萬0.7%–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF91,201$504.6 萬0.4%–
Vanguard Intermediate-Term Bond ETF921937819ETF62,310$486.6 萬0.4%–
Abacus FCF ETF Tr89628W302LEADERS ETF60,278$433.8 萬0.4%–
iShares Core U.S. Aggregate Bond ETF464287226ETF39,122$392.2 萬0.3%–
iShares Flexible Income Active ETF092528603ETF62,455$332.5 萬0.3%–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF58,035$269.3 萬0.2%–
iShares Tr464288588MBS ETF27,699$263.6 萬0.2%–
Vanguard Short-Term Bond ETF921937827ETF28,460$224.6 萬0.2%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF21,263$202.3 萬0.2%–
iShares Tr46429B7470-5 YR TIPS ETF17,434$180.2 萬0.2%–
iShares Tr464288646ISHS 1-5YR INVS31,265$165.8 萬0.1%–
RCLRoyal Caribbean Cruises LtdCOM4,557$147.9 萬0.1%歷史
WINGWingstop Inc.COM5,032$126.6 萬0.1%歷史
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF38,913$117.9 萬0.1%–
AJGArthur J. Gallagher & Co.COM3,617$112.0 萬0.1%歷史
TWITitan International IncCOM142,551$107.8 萬0.1%歷史
iShares Tr46428743220 YR TR BD ETF11,680$104.4 萬0.1%–
CSTLCastle Biosciences IncCOM40,777$92.8 萬0.1%歷史
ARESAres Management CorpCL A COM STK5,441$87.0 萬0.1%歷史
iShares Tips Bond ETF464287176ETF7,709$85.7 萬0.1%–
RSGRepublic Services, Inc.COM3,390$77.8 萬0.1%歷史
APTVAptiv PLCStock8,668$74.7 萬0.1%歷史
NVONovo Nordisk A SADR12,151$67.4 萬0.1%歷史
SPDR Series Trust78468R200ST STR RATE ETF20,700$63.9 萬0.1%–
TSCOTractor Supply CoCOM10,226$58.2 萬<0.1%歷史
iShares MSCI USA Quality Factor ETF46432F339ETF2,731$53.1 萬<0.1%–
ACNAccenture plcStock2,131$52.6 萬<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF4,905$52.2 萬<0.1%–
ARCTArcturus Therapeutics Holdings Inc.COM28,072$51.7 萬<0.1%歷史
iShares Tr464287150CORE S&P TTL STK3,479$50.7 萬<0.1%–
STESTERIS plcSHS USD1,987$49.2 萬<0.1%歷史
SPDR Series Trust78468R739ST NUVE TERM ETF10,179$49.1 萬<0.1%–
TRIThomson Reuters CorpCOM NO PAR3,158$49.1 萬<0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF2,263$49.0 萬<0.1%–
CTASCintas CorpStock2,340$48.0 萬<0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT5,319$47.3 萬<0.1%–
FSVFirstService CorpCOM2,468$47.1 萬<0.1%歷史
ASMLASML Holding NVADR469$45.4 萬<0.1%歷史
MOSMosaic CoCOM12,440$43.1 萬<0.1%歷史
FISVFiserv IncStock3,249$41.9 萬<0.1%歷史
IBITiShares Bitcoin Trust ETFETF6,338$41.2 萬<0.1%歷史
iShares Tr464288877EAFE VALUE ETF5,965$40.5 萬<0.1%–
PWRQuanta Services, Inc.COM950$39.3 萬<0.1%歷史
iShares Tr46435G425ESG AWR MSCI USA2,678$39.0 萬<0.1%–
iShares Core S&P US Value ETF464287663ETF3,887$38.9 萬<0.1%–
OSKOshkosh CorpCOM2,877$37.3 萬<0.1%歷史
HALOHalozyme Therapeutics, Inc.COM4,918$36.1 萬<0.1%歷史
GLWCorning IncCOM4,378$35.9 萬<0.1%歷史
DDDuPont de Nemours, Inc.COM4,565$35.6 萬<0.1%歷史
EWEdwards Lifesciences CorpStock4,425$34.4 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW5,695$33.8 萬<0.1%歷史
MRSHMarsh & McLennan Companies, Inc.Stock1,647$33.2 萬<0.1%歷史
ROPRoper Technologies IncStock665$33.2 萬<0.1%歷史
SRESempraStock3,654$32.9 萬<0.1%歷史
EWBCEast West Bancorp IncCOM3,080$32.8 萬<0.1%歷史
ROSTRoss Stores, Inc.COM2,022$30.8 萬<0.1%歷史
iShares Tr464287689RUSSELL 3000 ETF813$30.8 萬<0.1%–
TRVTravelers Companies, Inc.Stock1,063$29.7 萬<0.1%歷史
NKENIKE, Inc.Stock4,226$29.7 萬<0.1%歷史
POOLPool CorpCOM894$27.7 萬<0.1%歷史
WPCW. P. Carey Inc.COM3,992$27.3 萬<0.1%歷史
TRGPTarga Resources Corp.COM1,621$27.1 萬<0.1%歷史
iShares Tr464288885EAFE GRWTH ETF2,373$27.0 萬<0.1%–
HOODRobinhood Markets, Inc.Stock1,886$27.0 萬<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF3,506$26.1 萬<0.1%–
GMGeneral Motors CoCOM4,262$26.0 萬<0.1%歷史
iShares Core MSCI Total International Stock ETF46432F834ETF3,141$25.9 萬<0.1%–
ANETArista Networks, Inc.Stock1,726$25.2 萬<0.1%歷史
NOCNorthrop Grumman CorpStock396$24.1 萬<0.1%歷史
CRAICra International, Inc.COM1,130$23.6 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF2,354$23.1 萬<0.1%–
PAYXPaychex IncStock1,795$22.8 萬<0.1%歷史
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,685$22.4 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR4,631$22.1 萬<0.1%歷史
KRKroger CoStock3,239$21.8 萬<0.1%歷史
KKRKKR & Co. Inc.COM1,672$21.7 萬<0.1%歷史
NVSNovartis AGADR1,690$21.7 萬<0.1%歷史
TFCTruist Financial CorpCOM4,696$21.5 萬<0.1%歷史
TTTrane Technologies plcSHS508$21.5 萬<0.1%歷史
MELIMercadolibre IncCOM88$20.6 萬<0.1%歷史
CMCSAComcast CorpStock6,487$20.4 萬<0.1%歷史
DASHDoorDash, Inc.Stock747$20.3 萬<0.1%歷史
AMTAmerican Tower CorpREIT1,038$20.1 萬<0.1%歷史
JKHYJack Henry & Associates IncStock1,351$20.1 萬<0.1%歷史
BXMTBlackstone Mortgage Trust, Inc.COM CL A10,000$18.9 萬<0.1%歷史
IMMXImmix Biopharma, Inc.COM24,526$5.13 萬<0.1%歷史
CALCCalciMedica, Inc.COM NEW15,119$4.65 萬<0.1%歷史