Tritonpoint Wealth, LLC
- SEC CIK
- 0002008171
- 最新申報
- 2026/8/11
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/11 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 281
- 較 2026 年第 1 季 +13
- 總值
- $10.2 億
- 較 2026 年第 1 季 +$8,378 萬 (+9.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 326,546 | $9,449 萬 | 9.3% | −6,410−1.9% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 125,233 | $4,475 萬 | 4.4% | −778−0.6% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 124,270 | $4,391 萬 | 4.3% | −3,604−2.8% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 158,540 | $3,779 萬 | 3.7% | −1,880−1.2% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 426,520 | $3,674 萬 | 3.6% | −133,784−23.9% | 減碼依 6 比 1 拆股換算 | – |
| LRCXLam Research Corp | Stock | 62,831 | $2,723 萬 | 2.7% | −4,637−6.9% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 81,693 | $2,674 萬 | 2.6% | −2,023−2.4% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 64,235 | $2,396 萬 | 2.4% | +2,119+3.4% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 92,429 | $2,331 萬 | 2.3% | −2,897−3.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 97,049 | $1,942 萬 | 1.9% | +20,123+26.2% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 93,026 | $1,910 萬 | 1.9% | −2,146−2.3% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 51,275 | $1,759 萬 | 1.7% | −854−1.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 67,646 | $1,718 萬 | 1.7% | −2,213−3.2% | 減碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 24,537 | $1,685 萬 | 1.7% | −872−3.4% | 減碼 | – |
| DOVDOVER Corp | COM | 64,113 | $1,438 萬 | 1.4% | −1,771−2.7% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 25,639 | $1,317 萬 | 1.3% | −521−2.0% | 減碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 614,067 | $1,269 萬 | 1.2% | −76,244−11.0% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 111,967 | $1,268 萬 | 1.2% | −2,965−2.6% | 減碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 66,681 | $1,235 萬 | 1.2% | −3,639−5.2% | 減碼 | – |
| TJXTJX Companies Inc | Stock | 76,967 | $1,166 萬 | 1.1% | +346+0.5% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 60,824 | $1,159 萬 | 1.1% | −1,339−2.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 60,504 | $1,153 萬 | 1.1% | −5,336−8.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 27,020 | $1,075 萬 | 1.1% | −324−1.2% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,764 | $1,040 萬 | 1.0% | −189−1.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 29,187 | $994.5 萬 | 1.0% | −320−1.1% | 減碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 182,551 | $978.7 萬 | 1.0% | −6,552−3.5% | 減碼 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 19,300 | $967.6 萬 | 1.0% | −405−2.1% | 減碼 | 歷史 |
| BABoeing Co | Stock | 40,627 | $879.5 萬 | 0.9% | −199−0.5% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 481,568 | $832.1 萬 | 0.8% | +138,791+40.5% | 加碼 | 歷史 |
| ADIAnalog Devices Inc | Stock | 20,325 | $807.2 萬 | 0.8% | −683−3.3% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 137,268 | $794.0 萬 | 0.8% | −5,304−3.7% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 58,703 | $754.3 萬 | 0.7% | −1,028−1.7% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 47,069 | $743.8 萬 | 0.7% | +515+1.1% | 加碼 | – |
| MUMicron Technology Inc | Stock | 6,291 | $726.2 萬 | 0.7% | +4,245+207.5% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 44,122 | $705.3 萬 | 0.7% | −574−1.3% | 減碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 17,477 | $688.5 萬 | 0.7% | −738−4.1% | 減碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 13,297 | $665.3 萬 | 0.7% | −37−0.3% | 減碼 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 41,245 | $654.4 萬 | 0.6% | −4,879−10.6% | 減碼 | – |
| PEPPepsiCo Inc | Stock | 47,584 | $644.3 萬 | 0.6% | −2,188−4.4% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 62,367 | $637.3 萬 | 0.6% | −370−0.6% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 37,437 | $620.6 萬 | 0.6% | −5,906−13.6% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 5,244 | $616.1 萬 | 0.6% | −114−2.1% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 30,453 | $577.8 萬 | 0.6% | −1,017−3.2% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 46,349 | $544.6 萬 | 0.5% | −3,645−7.3% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 26,965 | $541.0 萬 | 0.5% | −494−1.8% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 5,312 | $497.0 萬 | 0.5% | +85+1.6% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 17,156 | $478.0 萬 | 0.5% | −131−0.8% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 52,069 | $477.4 萬 | 0.5% | +311+0.6% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 61,468 | $471.5 萬 | 0.5% | −1,882−3.0% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 36,045 | $467.6 萬 | 0.5% | −6,663−15.6% | 減碼 | 歷史 |
| CMECME Group Inc. | COM | 20,797 | $459.3 萬 | 0.5% | −265−1.3% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 12,956 | $456.9 萬 | 0.4% | −200−1.5% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 50,243 | $455.9 萬 | 0.4% | −2,801−5.3% | 減碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 30,728 | $455.7 萬 | 0.4% | −656−2.1% | 減碼 | – |
| UNHUnitedHealth Group Inc | Stock | 10,952 | $455.2 萬 | 0.4% | +587+5.7% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,728 | $447.2 萬 | 0.4% | +133+3.7% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 53,056 | $438.5 萬 | 0.4% | −55,475−51.1% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 4,553 | $437.8 萬 | 0.4% | +23+0.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,456 | $403.8 萬 | 0.4% | +7,739+1,079.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 49,554 | $402.7 萬 | 0.4% | −35−0.1% | 減碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 110,304 | $402.5 萬 | 0.4% | −18,671−14.5% | 減碼 | 歷史 |
| AESAES Corp | Stock | 270,421 | $396.4 萬 | 0.4% | −14,229−5.0% | 減碼 | 歷史 |
| PHParker-Hannifin Corp | Stock | 4,044 | $395.6 萬 | 0.4% | −108−2.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,708 | $385.2 萬 | 0.4% | −9−0.1% | 減碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 35,599 | $381.4 萬 | 0.4% | −4,166−10.5% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 25,996 | $381.2 萬 | 0.4% | −243−0.9% | 減碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 12,615 | $366.6 萬 | 0.4% | −502−3.8% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 9,600 | $355.8 萬 | 0.3% | −633−6.2% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,977 | $355.5 萬 | 0.3% | −171−2.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 35,152 | $349.0 萬 | 0.3% | +11,964+51.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,605 | $347.9 萬 | 0.3% | +1,554+9.7% | 加碼 | – |
| BACBank of America Corp | Stock | 59,168 | $337.1 萬 | 0.3% | −5,324−8.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 13,665 | $336.5 萬 | 0.3% | +367+2.8% | 加碼 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,654 | $336.1 萬 | 0.3% | −4,607−13.9% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,988 | $322.2 萬 | 0.3% | −2,228−5.3% | 減碼依 4 比 1 拆股換算 | – |
| GNRCGenerac Holdings Inc. | Stock | 10,982 | $321.6 萬 | 0.3% | +7+0.1% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 9,388 | $320.1 萬 | 0.3% | +65+0.7% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 8,372 | $316.2 萬 | 0.3% | −258−3.0% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,141 | $305.0 萬 | 0.3% | +97+2.4% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 24,535 | $293.2 萬 | 0.3% | 00.0% | 不變依 8 比 1 拆股換算 | – |
| LHLabcorp Holdings Inc. | Stock | 10,428 | $292.0 萬 | 0.3% | −105−1.0% | 減碼 | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 64,766 | $290.5 萬 | 0.3% | −249−0.4% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,955 | $279.1 萬 | 0.3% | −898−15.3% | 減碼 | 歷史 |
| BXBlackstone Inc. | COM | 23,613 | $277.9 萬 | 0.3% | −6,040−20.4% | 減碼 | 歷史 |
| AVAVAeroVironment Inc | COM | 16,354 | $270.0 萬 | 0.3% | +16,354 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,503 | $264.3 萬 | 0.3% | −873−7.7% | 減碼 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 71,073 | $261.3 萬 | 0.3% | −22,894−24.4% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,448 | $257.5 萬 | 0.3% | −3−0.1% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 41,225 | $257.2 萬 | 0.3% | +411+1.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,377 | $255.0 萬 | 0.3% | −27−0.3% | 減碼 | 歷史 |
| BNBROOKFIELD Corp | CL A LTD VT SH | 57,388 | $244.4 萬 | 0.2% | −5,010−8.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,815 | $238.3 萬 | 0.2% | −336−3.7% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,293 | $224.1 萬 | 0.2% | −74−0.5% | 減碼 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,914 | $216.0 萬 | 0.2% | +140+1.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,875 | $215.3 萬 | 0.2% | +382+15.3% | 加碼 | – |
| ORCLOracle Corp | Stock | 14,442 | $211.6 萬 | 0.2% | −7,031−32.7% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 5,003 | $210.4 萬 | 0.2% | −291−5.5% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,402 | $204.2 萬 | 0.2% | +1,003+13.6% | 加碼 | – |
| iShares Tr464287580 | US CONSUM DISCRE | 19,810 | $200.3 萬 | 0.2% | −176−0.9% | 減碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 25,348 | $197.5 萬 | 0.2% | −291−1.1% | 減碼 | – |
2026 年第 1 季之後清倉（13 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JPMorgan Hedged Equity Fund I46637K281 | Com | 121,131 | $406.8 萬 | 0.4% | – |
| HONHoneywell International Inc | COM | 6,104 | $138.0 萬 | 0.1% | 歷史 |
| TAT&T Inc. | Stock | 11,935 | $34.6 萬 | <0.1% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,352 | $32.9 萬 | <0.1% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 10,121 | $32.4 萬 | <0.1% | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,589 | $29.7 萬 | <0.1% | 歷史 |
| NEMNEWMONT Corp | Stock | 2,372 | $25.7 萬 | <0.1% | 歷史 |
| DUKDuke Energy CORP | Stock | 1,787 | $23.4 萬 | <0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 7,829 | $22.5 萬 | <0.1% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 472 | $22.3 萬 | <0.1% | 歷史 |
| UBERUber Technologies, Inc | Stock | 2,979 | $21.4 萬 | <0.1% | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,769 | $20.4 萬 | <0.1% | 歷史 |
| GOODGladstone Commercial Corp | COM | 13,535 | $15.5 萬 | <0.1% | 歷史 |