TritonPoint Partners, LLC
- SEC CIK
- 0002111167
- 最新申報
- 2026/8/13
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/13 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 351
- 較 2026 年第 1 季 +151
- 總值
- $12.1 億
- 較 2026 年第 1 季 +$9.34 億 (+343.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 351,422 | $1.02 億 | 8.4% | +312,851+811.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 138,201 | $4,939 萬 | 4.1% | +119,526+640.0% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 127,825 | $4,516 萬 | 3.7% | +122,195+2,170.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 170,447 | $4,062 萬 | 3.4% | +147,287+636.0% | 加碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 435,067 | $3,748 萬 | 3.1% | +423,553+3,678.6% | 加碼依 6 比 1 拆股換算 | – |
| LRCXLam Research Corp | Stock | 70,828 | $3,071 萬 | 2.5% | +60,917+614.6% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 87,436 | $2,862 萬 | 2.4% | +77,754+803.1% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 73,296 | $2,734 萬 | 2.3% | +56,660+340.6% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 35,176 | $2,416 萬 | 2.0% | +22,587+179.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 93,853 | $2,367 萬 | 2.0% | +91,676+4,211.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 115,886 | $2,319 萬 | 1.9% | +89,573+340.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 58,071 | $1,992 萬 | 1.7% | +48,688+518.9% | 加碼 | 歷史 |
| XPOXPO, Inc. | COM | 93,059 | $1,910 萬 | 1.6% | +93,059 | 新進 | 歷史 |
| JNJJohnson & Johnson | Stock | 74,443 | $1,891 萬 | 1.6% | +64,122+621.3% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 20,818 | $1,559 萬 | 1.3% | +1,540+8.0% | 加碼 | – |
| DOVDOVER Corp | COM | 67,688 | $1,518 萬 | 1.3% | +62,985+1,339.3% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 128,117 | $1,451 萬 | 1.2% | +105,141+457.6% | 加碼 | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 675,646 | $1,416 萬 | 1.2% | +550,045+437.9% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 26,945 | $1,384 萬 | 1.1% | +25,209+1,452.1% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 83,302 | $1,262 萬 | 1.0% | +73,922+788.1% | 加碼 | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 66,681 | $1,235 萬 | 1.0% | +66,681 | 新進 | – |
| DHRDanaher Corp | Stock | 63,242 | $1,207 萬 | 1.0% | +59,983+1,840.5% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 60,504 | $1,153 萬 | 1.0% | +60,504 | 新進 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 28,222 | $1,122 萬 | 0.9% | +25,185+829.3% | 加碼 | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 207,995 | $1,115 萬 | 0.9% | +181,197+676.2% | 加碼 | – |
| CBChubb Ltd | Stock | 31,906 | $1,090 萬 | 0.9% | +28,507+838.7% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 9,969 | $1,062 萬 | 0.9% | +9,091+1,035.4% | 加碼 | 歷史 |
| BABoeing Co | Stock | 45,289 | $980.4 萬 | 0.8% | +38,245+542.9% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 19,423 | $974.7 萬 | 0.8% | +19,423 | 新進 | 歷史 |
| ADIAnalog Devices Inc | Stock | 24,243 | $962.9 萬 | 0.8% | +19,592+421.2% | 加碼 | 歷史 |
| MUMicron Technology Inc | Stock | 7,725 | $891.7 萬 | 0.7% | +7,725 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 147,231 | $858.9 萬 | 0.7% | +134,903+1,094.3% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 71,463 | $850.3 萬 | 0.7% | −3,815−5.1% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 64,967 | $840.3 萬 | 0.7% | +56,005+624.9% | 加碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 482,859 | $834.4 萬 | 0.7% | +467,780+3,102.2% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 6,464 | $759.7 萬 | 0.6% | +4,851+300.7% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 14,962 | $748.7 萬 | 0.6% | +12,105+423.7% | 加碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 47,069 | $743.8 萬 | 0.6% | +42,445+917.9% | 加碼 | – |
| YUMYum Brands Inc | Stock | 44,229 | $707.0 萬 | 0.6% | +44,229 | 新進 | 歷史 |
| SBUXStarbucks Corp | Stock | 68,372 | $698.7 萬 | 0.6% | +60,966+823.2% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 41,731 | $691.7 萬 | 0.6% | +32,939+374.6% | 加碼 | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 17,477 | $688.5 萬 | 0.6% | +17,477 | 新進 | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 68,931 | $665.7 萬 | 0.6% | +9,021+15.1% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 41,392 | $656.7 萬 | 0.5% | +41,392 | 新進 | – |
| PEPPepsiCo Inc | Stock | 48,326 | $654.3 萬 | 0.5% | +46,225+2,200.1% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 34,298 | $650.7 萬 | 0.5% | +28,297+471.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 12,348 | $590.8 萬 | 0.5% | +8,090+190.0% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 16,668 | $587.8 萬 | 0.5% | +10,687+178.7% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 6,200 | $580.0 萬 | 0.5% | +4,974+405.7% | 加碼 | 歷史 |
| COFCapital One Financial Corp | Stock | 27,359 | $548.9 萬 | 0.5% | +26,245+2,355.9% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 46,229 | $543.2 萬 | 0.5% | +46,229 | 新進 | – |
| UNHUnitedHealth Group Inc | Stock | 13,038 | $541.9 萬 | 0.4% | +10,034+334.0% | 加碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 101,179 | $529.6 萬 | 0.4% | −11,324−10.1% | 減碼 | – |
| EOGEOG Resources Inc | Stock | 39,508 | $512.5 萬 | 0.4% | +33,137+520.1% | 加碼 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 34,530 | $512.1 萬 | 0.4% | +28,948+518.6% | 加碼 | – |
| CLColgate Palmolive Co | Stock | 55,711 | $510.8 萬 | 0.4% | +52,969+1,931.8% | 加碼 | 歷史 |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 111,623 | $509.7 萬 | 0.4% | −14,674−11.6% | 減碼 | – |
| LLYEli Lilly & Co | Stock | 4,225 | $506.7 萬 | 0.4% | +3,657+643.8% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 13,217 | $499.3 萬 | 0.4% | +3,611+37.6% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | Stock | 5,161 | $496.2 萬 | 0.4% | +4,325+517.3% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 22,134 | $488.8 萬 | 0.4% | +19,833+861.9% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 17,234 | $481.4 萬 | 0.4% | +15,853+1,147.9% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 61,912 | $474.9 萬 | 0.4% | +61,912 | 新進 | – |
| ABTAbbott Laboratories | Stock | 50,475 | $458.0 萬 | 0.4% | +50,475 | 新進 | 歷史 |
| WFCWells Fargo & Company | Stock | 54,998 | $454.5 萬 | 0.4% | +36,829+202.7% | 加碼 | 歷史 |
| AESAES Corp | Stock | 299,627 | $439.3 萬 | 0.4% | +264,929+763.5% | 加碼 | 歷史 |
| LHXL3HARRIS Technologies, Inc. | Stock | 14,990 | $435.6 萬 | 0.4% | +12,122+422.7% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 43,457 | $431.4 萬 | 0.4% | +35,424+441.0% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 29,266 | $429.2 萬 | 0.4% | +24,939+576.4% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 52,443 | $428.2 萬 | 0.4% | +46,764+823.5% | 加碼 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 90,577 | $425.0 萬 | 0.4% | +4,907+5.7% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 68,955 | $419.2 萬 | 0.3% | −3,619−5.0% | 減碼 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,581 | $417.8 萬 | 0.3% | +3,223+136.7% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,325 | $403.9 萬 | 0.3% | +13,325 | 新進 | – |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 110,304 | $402.5 萬 | 0.3% | +110,304 | 新進 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,455 | $402.1 萬 | 0.3% | +3,471+174.9% | 加碼 | – |
| PHParker-Hannifin Corp | Stock | 4,055 | $396.6 萬 | 0.3% | +4,055 | 新進 | 歷史 |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 35,449 | $379.8 萬 | 0.3% | +35,449 | 新進 | – |
| PANWPalo Alto Networks Inc | Stock | 10,970 | $374.1 萬 | 0.3% | +2,924+36.3% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,080 | $373.0 萬 | 0.3% | +3,426+51.5% | 加碼 | – |
| GNRCGenerac Holdings Inc. | Stock | 12,662 | $370.8 萬 | 0.3% | +10,576+507.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,553 | $369.2 萬 | 0.3% | +3,887+145.8% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 9,814 | $363.7 萬 | 0.3% | +9,814 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,990 | $356.1 萬 | 0.3% | +6,990 | 新進 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 14,164 | $348.7 萬 | 0.3% | +14,164 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 17,605 | $347.9 萬 | 0.3% | +17,605 | 新進 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,615 | $344.7 萬 | 0.3% | −657−1.6% | 減碼 | – |
| BACBank of America Corp | Stock | 60,412 | $344.2 萬 | 0.3% | +60,412 | 新進 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 28,654 | $336.1 萬 | 0.3% | +28,654 | 新進 | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 33,174 | $328.4 萬 | 0.3% | −1,079−3.2% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 39,956 | $321.9 萬 | 0.3% | +39,956 | 新進 | – |
| BAMBrookfield Asset Management Ltd. | CL A LMT VTG SHS | 70,059 | $314.2 萬 | 0.3% | +62,055+775.3% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 20,961 | $307.2 萬 | 0.3% | +9,941+90.2% | 加碼 | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 24,535 | $293.2 萬 | 0.2% | +24,535 | 新進 | – |
| LHLabcorp Holdings Inc. | Stock | 10,433 | $292.1 萬 | 0.2% | +10,433 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,214 | $288.0 萬 | 0.2% | +9,741+280.5% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 36,745 | $283.3 萬 | 0.2% | +15,469+72.7% | 加碼 | – |
| BXBlackstone Inc. | COM | 23,845 | $280.6 萬 | 0.2% | +23,845 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,092 | $279.1 萬 | 0.2% | +11,092 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 6,613 | $278.1 萬 | 0.2% | +3,252+96.8% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（38 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 |
|---|---|---|---|---|---|
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 361,946 | $3,317 萬 | 12.2% | – |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 41,471 | $186.0 萬 | 0.7% | – |
| Capital Group International14021T102 | SHS | 53,885 | $178.5 萬 | 0.7% | – |
| SPXCSPX Technologies, Inc. | COM | 6,750 | $135.0 萬 | 0.5% | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,959 | $118.6 萬 | 0.4% | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 15,974 | $93.5 萬 | 0.3% | – |
| BlackRock ETF Trust II092528876 | ISHA TOTA RE ETF | 18,370 | $92.2 萬 | 0.3% | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,688 | $71.9 萬 | 0.3% | – |
| AB Active ETFs Inc00039J780 | EMER MKTS OP ETF | 16,022 | $70.2 萬 | 0.3% | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 25,553 | $58.5 萬 | 0.2% | – |
| NBISNebius Group N.V. | Stock | 5,247 | $54.4 萬 | 0.2% | 歷史 |
| HUBBHubbell Inc | COM | 1,033 | $50.7 萬 | 0.2% | 歷史 |
| CRCrane Co | COMMON STOCK | 2,873 | $49.1 萬 | 0.2% | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,049 | $48.0 萬 | 0.2% | – |
| The Alger ETF Trust015564404 | CONCENTRATED EQT | 13,502 | $42.0 萬 | 0.2% | – |
| BKNGBooking Holdings Inc. | Stock | 95 | $40.0 萬 | 0.1% | 歷史 |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 4,692 | $35.5 萬 | 0.1% | – |
| Fidelity High Dividend ETF316092840 | ETF | 6,303 | $34.8 萬 | 0.1% | – |
| ROSTRoss Stores, Inc. | COM | 1,568 | $34.0 萬 | 0.1% | 歷史 |
| EWBCEast West Bancorp Inc | COM | 3,053 | $32.6 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 743 | $32.1 萬 | 0.1% | 歷史 |
| SLViShares Silver Trust | ETF | 4,689 | $32.0 萬 | 0.1% | 歷史 |
| ACMAecom | COM | 3,679 | $31.2 萬 | 0.1% | 歷史 |
| APTVAptiv PLC | Stock | 4,300 | $29.9 萬 | 0.1% | 歷史 |
| FSVFirstService Corp | COM | 1,976 | $27.5 萬 | 0.1% | 歷史 |
| WPCW. P. Carey Inc. | COM | 3,990 | $27.5 萬 | 0.1% | 歷史 |
| OSKOshkosh Corp | COM | 1,806 | $26.6 萬 | 0.1% | 歷史 |
| Trimtabs ETF Tr89628W708 | DONOGHUE FORLNS | 8,050 | $25.1 萬 | 0.1% | – |
| ACNAccenture plc | Stock | 1,250 | $24.8 萬 | 0.1% | 歷史 |
| HALOHalozyme Therapeutics, Inc. | COM | 3,699 | $23.9 萬 | 0.1% | 歷史 |
| GWREGuidewire Software, Inc. | COM | 1,581 | $23.6 萬 | 0.1% | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 1,381 | $23.0 萬 | 0.1% | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 7,518 | $22.9 萬 | 0.1% | – |
| WMWaste Management Inc | Stock | 920 | $21.1 萬 | 0.1% | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,692 | $21.0 萬 | 0.1% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 754 | $21.0 萬 | 0.1% | 歷史 |
| Virtus ETF Tr II92790A850 | SEIX AAA PRIVAAT | 8,148 | $20.3 萬 | 0.1% | – |
| ETHWBitwise Ethereum ETF | SHS | 11,916 | $17.9 萬 | 0.1% | 歷史 |