TP
TritonPoint Partners, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.7亿
申报季度: 2026-03-31 · 持股只数: 200
TritonPoint Partners, LLC在最新一期 13F 报告中披露了 200 项持股，申报期为 2026-03-31，总持股市值约为 US$2.7亿，季度换手率为 51.3%。
机构性格雪花图
- 集中度
- 10.41
- 持仓稳定性
- 51.25
- 动能／逆势
- 100
- 行业集中度
- 61.97
- 多样化
- 100
- 仓位均衡度
- 79.44
近期动向
减仓 SPYG
+0.4% -US$62.7万
减仓 AAPL
+16.8% US$80.9万
减仓 ABFL
-76.5% -US$194.2万
减仓 AGG
-14.1% -US$58.2万
减仓 STIP
-42.1% -US$77.3万
加仓 DGRO
+412.7% US$141.9万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 12.21% | +12.21% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.64% | — | +0.43% | |
| 3 | AAPL | Apple INC | 股票-科技 | 3.60% | -1.19% | +16.77% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.77% | — | -2.23% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 2.71% | -1.56% | +0.44% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | — | +35.94% | |
| 7 | BINC | Ishares Flex I A Etf-usd INC | ETF-其他 | 2.15% | +0.41% | +82.59% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-其他 | 2.13% | +0.16% | +58.37% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.00% | — | +7.74% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.98% | — | +7.22% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.78% | -0.23% | +41.84% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.69% | +0.22% | +78.00% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 1.51% | — | +1.99% | |
| 14 | HEFA | Isha Curr Hedged Msci Eafe | ETF-其他 | 1.34% | — | -5.50% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | -0.88% | -14.10% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.09% | -0.11% | +47.38% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.09% | — | -3.39% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.05% | — | +4.00% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.05% | — | +27.58% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | — | +13.54% | |
| 21 | MBB | Ishares Mbs ETF | ETF-其他 | 0.96% | — | +15.60% | |
| 22 | PWRD | Tcw Transform Systems ETF | ETF-其他 | 0.93% | +0.24% | +92.04% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.93% | -0.10% | +10.31% | |
| 24 | BNL | Broadstone Net Lease INC | 股票-房地产 | 0.86% | +0.01% | +39.04% | |
| 25 | GE | General Electric | 股票-工业 | 0.83% | +0.83% | NEW | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.79% | +0.79% | NEW | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.79% | — | -8.27% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.78% | — | -1.04% | |
| 29 | HD | Home Depot INC | 股票-周期性消费 | 0.72% | — | +14.53% | |
| 30 | LIN | Linde plc | 股票-原材料 | 0.71% | +0.71% | NEW | |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-其他 | 0.68% | +0.68% | NEW | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.67% | +0.11% | +28.13% | |
| 33 | CGIC | Cap Group Intl Core Eq | ETF-其他 | 0.66% | +0.66% | NEW | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.65% | +0.47% | +412.69% | |
| 35 | GS | Goldman Sachs Group INC | 股票-金融 | 0.64% | — | +34.44% | |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 0.62% | +0.28% | +166.03% | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.60% | — | +10.00% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.59% | +0.04% | +72.38% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.57% | — | +2.08% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | — | -4.32% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.56% | — | +47.29% | |
| 42 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.55% | — | +14.67% | |
| 43 | ADI | Analog Devices INC | 股票-科技 | 0.54% | — | +5.25% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.54% | +0.33% | +297.32% | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.53% | — | +3.57% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.53% | +0.13% | +71.42% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.53% | +0.53% | NEW | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-政府公债 | 0.53% | — | +38.11% | |
| 49 | GEV | GE Vernova INC | 股票-工业 | 0.52% | — | +22.94% | |
| 50 | BA | Boeing Co/the | 股票-工业 | 0.52% | — | +6.84% |
1–50 of 200
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
TritonPoint Partners, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建仓: General Electric (GE); 新建仓: Schwab (charles) CORP (SCHW); 新建仓: Linde plc (LIN); 新建仓: Amplify Cwp Enhan Divid ETF (DIVO).
FAQ
TritonPoint Partners, LLC 是什么机构？属于哪种投资人类型？
TritonPoint Partners, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.7亿，分布在 200 个已申报仓位之中。
TritonPoint Partners, LLC 目前前几大持股有哪些？
根据最新 13F 申报，TritonPoint Partners, LLC 按市值排列的前几大持股为：
1. Ss Spdr Bb 1-3m T-bill ETF (BIL) — US$3316.9万 (12.2%)
2. Ishares Core S&p 500 ETF (IVV) — US$1259.3万 (4.6%)
3. Apple INC (AAPL) — US$978.9万 (3.6%)
4. Vanguard S&p 500 ETF (VOO) — US$752.3万 (2.8%)
5. Ss Spdr P S&p 500 Growth ETF (SPYG) — US$737.0万 (2.7%)
TritonPoint Partners, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，TritonPoint Partners, LLC 共进行了 50 项显著调整：新建仓 23 个仓位、加仓 19 个既有持股、减仓 4 个仓位，并完全清仓 4 个持股。 其中幅度最大的异动：新建仓: Ss Spdr Bb 1-3m T-bill ETF (BIL); 新建仓: General Electric (GE); 新建仓: Schwab (charles) CORP (SCHW); 新建仓: Linde plc (LIN); 新建仓: Amplify Cwp Enhan Divid ETF (DIVO)
TritonPoint Partners, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，TritonPoint Partners, LLC 的主要板块分布如下：
• Information Technology: 37.6%
• Financials: 16.2%
• Consumer Discretionary: 10.3%
• Communication Services: 10.0%
• Health Care: 9.0%
• Industrials: 7.6%