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 |
|---|---|---|---|---|---|---|---|
| INTZIntrusion Inc | COM | 35,150 | $3.26 萬 | <0.1% | −123,740−77.9% | 減碼 | 歷史 |
| SANBanco Santander, S.A. | ADR | 10,585 | $14.6 萬 | <0.1% | +10,585 | 新進 | 歷史 |
| PPGPPG Industries Inc | Stock | 1,658 | $20.1 萬 | <0.1% | +1,658 | 新進 | 歷史 |
| SPGIS&P Global Inc. | Stock | 495 | $20.2 萬 | <0.1% | +495 | 新進 | 歷史 |
| MTZMastec Inc | COM | 495 | $20.6 萬 | <0.1% | −223−31.1% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 3,469 | $21.0 萬 | <0.1% | −724−17.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 431 | $21.2 萬 | <0.1% | +431 | 新進 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,283 | $21.4 萬 | <0.1% | +1,283 | 新進 | 歷史 |
| WELLWelltower Inc. | REIT | 949 | $21.5 萬 | <0.1% | −178−15.8% | 減碼 | 歷史 |
| YUMCYum China Holdings, Inc. | COM | 5,276 | $21.6 萬 | <0.1% | −9−0.2% | 減碼 | 歷史 |
| FNVFranco Nevada Corp | Stock | 1,065 | $22.2 萬 | <0.1% | +1,065 | 新進 | 歷史 |
| GMGeneral Motors Co | COM | 2,883 | $22.2 萬 | <0.1% | +2,883 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,062 | $23.4 萬 | <0.1% | −742−41.1% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,551 | $23.6 萬 | <0.1% | 00.0% | 不變 | – |
| PLDPrologis, Inc. | REIT | 1,766 | $23.9 萬 | <0.1% | −247−12.3% | 減碼 | 歷史 |
| XMTRXometry, Inc. | CLASS A COM | 2,482 | $24.0 萬 | <0.1% | +2,482 | 新進 | 歷史 |
| SNASnap-on Inc | COM | 597 | $24.0 萬 | <0.1% | −331−35.7% | 減碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,297 | $24.2 萬 | <0.1% | 00.0% | 不變 | – |
| COOCooper Companies, Inc. | COM | 3,390 | $24.3 萬 | <0.1% | +3,390 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,080 | $24.5 萬 | <0.1% | 00.0% | 不變 | – |
| AMTAmerican Tower Corp | REIT | 1,505 | $24.6 萬 | <0.1% | +1,505 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 342 | $24.6 萬 | <0.1% | −54−13.6% | 減碼 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,388 | $24.8 萬 | <0.1% | +270+12.7% | 加碼 | – |
| CVSCVS Health Corp | Stock | 2,428 | $25.1 萬 | <0.1% | +2,428 | 新進 | 歷史 |
| NVSNovartis AG | ADR | 1,618 | $25.4 萬 | <0.1% | +1,618 | 新進 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 944 | $25.4 萬 | <0.1% | −208−18.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,045 | $25.8 萬 | <0.1% | −352−14.7% | 減碼 | 歷史 |
| ANETArista Networks, Inc. | Stock | 1,525 | $25.9 萬 | <0.1% | +1,525 | 新進 | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 2,795 | $26.2 萬 | <0.1% | +2,795 | 新進 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 746 | $26.4 萬 | <0.1% | +23+3.2% | 加碼 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,009 | $26.6 萬 | <0.1% | 00.0% | 不變 | – |
| ALLAllstate Corp | Stock | 1,122 | $26.7 萬 | <0.1% | −502−30.9% | 減碼 | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,890 | $26.9 萬 | <0.1% | −200−9.6% | 減碼 | – |
| MDTMedtronic plc | Stock | 3,446 | $27.0 萬 | <0.1% | −398−10.4% | 減碼 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 725 | $27.2 萬 | <0.1% | +725 | 新進 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,446 | $27.5 萬 | <0.1% | 00.0% | 不變 | – |
| ZTSZoetis Inc. | Stock | 3,836 | $27.6 萬 | <0.1% | −3,604−48.4% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 5,289 | $27.7 萬 | <0.1% | +1,073+25.5% | 加碼 | – |
| AYIAcuity Inc. (DE) | Stock | 735 | $27.7 萬 | <0.1% | +735 | 新進 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 845 | $27.9 萬 | <0.1% | +845 | 新進 | 歷史 |
| DHIHorton D R Inc | COM | 1,720 | $28.0 萬 | <0.1% | +126+7.9% | 加碼 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 10,392 | $28.8 萬 | <0.1% | +44+0.4% | 加碼 | – |
| MCMoelis & Co | CL A | 4,463 | $29.2 萬 | <0.1% | −29−0.6% | 減碼 | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 2,823 | $29.3 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,122 | $29.4 萬 | <0.1% | +841+25.6% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 739 | $30.3 萬 | <0.1% | +145+24.4% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 962 | $30.3 萬 | <0.1% | +17+1.8% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 1,804 | $30.3 萬 | <0.1% | −23−1.3% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 4,231 | $30.4 萬 | <0.1% | −116−2.7% | 減碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 2,233 | $30.5 萬 | <0.1% | 00.0% | 不變 | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 5,615 | $31.1 萬 | <0.1% | −2,385−29.8% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,317 | $31.2 萬 | <0.1% | +24+1.9% | 加碼 | – |
| PGRProgressive Corp | Stock | 1,435 | $31.3 萬 | <0.1% | −117−7.5% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,433 | $31.5 萬 | <0.1% | +184+2.5% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 3,097 | $32.2 萬 | <0.1% | −376−10.8% | 減碼 | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,934 | $32.4 萬 | <0.1% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V142 | WATER RES ETF | 4,708 | $32.5 萬 | <0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,000 | $32.7 萬 | <0.1% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 1,120 | $32.8 萬 | <0.1% | −327−22.6% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 518 | $32.9 萬 | <0.1% | −75−12.6% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,758 | $33.1 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,036 | $33.4 萬 | <0.1% | −46−1.1% | 減碼 | – |
| FTNTFortinet, Inc. | Stock | 2,212 | $34.0 萬 | <0.1% | +2,212 | 新進 | 歷史 |
| NDAQNasdaq, Inc. | COM | 4,326 | $34.1 萬 | <0.1% | −301−6.5% | 減碼 | 歷史 |
| FTVFortive Corp | Stock | 5,621 | $34.3 萬 | <0.1% | −347−5.8% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 2,354 | $34.4 萬 | <0.1% | +504+27.2% | 加碼 | 歷史 |
| VIKViking Holdings Ltd | ORD SHS | 3,341 | $35.0 萬 | <0.1% | +3,341 | 新進 | 歷史 |
| LDOSLeidos Holdings, Inc. | COM | 3,450 | $35.5 萬 | <0.1% | −262−7.1% | 減碼 | 歷史 |
| MCKMcKesson Corp | Stock | 471 | $35.6 萬 | <0.1% | −38−7.5% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 854 | $36.4 萬 | <0.1% | −67−7.3% | 減碼 | 歷史 |
| STXSeagate Technology Holdings plc | ORD SHS | 385 | $37.2 萬 | <0.1% | +385 | 新進 | 歷史 |
| iShares Tr464287770 | U.S. FIN SVC ETF | 4,121 | $37.3 萬 | <0.1% | −753−15.4% | 減碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 185 | $38.5 萬 | <0.1% | −16−8.0% | 減碼 | 歷史 |
| GLWCorning Inc | COM | 1,511 | $38.6 萬 | <0.1% | −237−13.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 2,345 | $39.7 萬 | <0.1% | +330+16.4% | 加碼 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 2,905 | $39.7 萬 | <0.1% | +557+23.7% | 加碼 | 歷史 |
| SAPSAP SE | ADR | 2,600 | $40.1 萬 | <0.1% | −22−0.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 8,401 | $40.3 萬 | <0.1% | −636−7.0% | 減碼 | – |
| EGPEastgroup Properties Inc | COM | 2,073 | $42.0 萬 | <0.1% | −427−17.1% | 減碼 | 歷史 |
| FEFirstenergy Corp | COM | 8,886 | $42.2 萬 | <0.1% | +8,886 | 新進 | 歷史 |
| iShares Semiconductor ETF464287523 | ETF | 660 | $42.3 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,408 | $42.3 萬 | <0.1% | 00.0% | 不變依 4 比 1 拆股換算 | – |
| NEENextera Energy Inc | Stock | 4,861 | $42.7 萬 | <0.1% | −591−10.8% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 859 | $42.7 萬 | <0.1% | +247+40.4% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,447 | $43.1 萬 | <0.1% | −78−5.1% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 4,665 | $43.8 萬 | <0.1% | 00.0% | 不變 | – |
| CGCarlyle Group Inc. | COM | 10,455 | $44.0 萬 | <0.1% | −70−0.7% | 減碼 | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 3,023 | $44.3 萬 | <0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 2,402 | $44.4 萬 | <0.1% | −169−6.6% | 減碼 | 歷史 |
| APHAmphenol Corp | CL A | 2,529 | $44.6 萬 | <0.1% | −347−12.1% | 減碼 | 歷史 |
| TMPTompkins Financial Corp | COM | 4,762 | $45.0 萬 | <0.1% | +26+0.5% | 加碼 | 歷史 |
| SNDKSandisk Corp | COM | 198 | $45.0 萬 | <0.1% | +198 | 新進 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 3,676 | $45.3 萬 | <0.1% | −485−11.7% | 減碼 | 歷史 |
| ASMLASML Holding NV | ADR | 229 | $45.6 萬 | <0.1% | +229 | 新進 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,239 | $45.6 萬 | <0.1% | −127−9.3% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 1,266 | $45.8 萬 | <0.1% | −168−11.7% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 4,419 | $45.9 萬 | <0.1% | −1,807−29.0% | 減碼 | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 745 | $46.5 萬 | <0.1% | +64+9.4% | 加碼 | 歷史 |
| OKEONEOK Inc | COM | 5,431 | $47.2 萬 | <0.1% | −125−2.2% | 減碼 | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 3,727 | $47.5 萬 | <0.1% | 00.0% | 不變 | – |
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 |