TW

Tritonpoint Wealth, 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$9.3亿

申报季度: 2026-03-31 · 持股只数: 268

TRITONPOINT WEALTH, LLC在最新一期 13F 报告中披露了 268 项持股，申报期为 2026-03-31，总持股市值约为 US$9.3亿，季度换手率为 14.7%。

机构性格雪花图

集中度
8.62
持仓稳定性
14.74
动能／逆势
100
行业集中度
52.5
多样化
100
仓位均衡度
78.1

近期动向

  • 减仓 MSFT

    -2.2%　-US$771.2万

  • 加仓 XPO

    -2.4%　US$526.4万

  • 减仓 AAPL

    -5.2%　-US$1098.3万

  • 加仓 JNJ

    -1.0%　US$246.8万

  • 减仓 GOOG

    -4.4%　-US$530.9万

  • 加仓 LRCX

    -6.5%　US$205.7万

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
1AAPLApple INC股票-科技9.05%-0.63%-5.20%
2VUGVanguard Growth ETFETF-其他4.37%-0.12%+2.87%
3GOOGAlphabet Inc-cl C股票-通信服务3.93%-0.33%-4.44%
4GOOGLAlphabet Inc-cl A股票-通信服务3.88%-0.29%-4.00%
5AMZNAmazon.com INC股票-周期性消费3.58%-0.27%-2.49%
6JPMJpmorgan Chase & Co股票-金融2.64%-0.16%-2.35%
7MSFTMicrosoft CORP股票-科技2.46%-0.65%-2.16%
8XPOXpo INC股票-工业1.98%+0.64%-2.39%
9IYWIshares Ustechnology ETFETF-科技型1.85%-0.11%-1.60%
10JNJJohnson & Johnson股票-医疗保健1.83%+0.35%-1.03%
11VVisa Inc-class A Shares股票-金融1.69%-0.21%-2.18%
12VOOVanguard S&p 500 ETFETF-大型股与成长1.63%-0.02%-2.08%
13LRCXLam Research CORP股票-科技1.55%+0.30%-6.55%
14WMTWalmart INC股票-非周期性消费1.53%+0.20%-1.90%
15DOVDover CORP股票-工业1.47%+0.14%-1.57%
16NVDANvidia CORP股票-科技1.44%-0.02%-0.33%
17MAMastercard INC - A股票-金融1.40%-0.12%-0.60%
18BNLBroadstone Net Lease INC股票-房地产1.37%—-6.16%
19ISRGIntuitive Surgical INC股票-医疗保健1.35%-0.25%-1.92%
20TJXTjx Companies INC股票-周期性消费1.31%—-1.06%
21DHRDanaher CORP股票-医疗保健1.26%-0.26%-4.64%
22XLISs Industrial Select SectorETF-其他1.22%—-0.32%
23TMOThermo Fisher Scientific INC股票-医疗保健1.04%-0.16%-3.77%
24CBChubb Limited股票-金融1.03%—-4.29%
25XLFSs Financial Select SectorETF-其他1.00%-0.06%-1.18%
26CVXChevron CORP股票-能源0.96%+0.29%-0.50%
27XLKSs Technology Select SectorETF-科技型0.94%-0.04%-2.02%
28WFCWells Fargo & Co股票-金融0.93%-0.12%-2.56%
29MDLZMondelez International Inc-a股票-非周期性消费0.89%+0.14%+4.24%
30BABoeing Co/the股票-工业0.87%-0.04%-0.90%
31PEPPepsico INC股票-非周期性消费0.83%—-2.24%
32MRKMerck & Co. INC.股票-医疗保健0.77%—-5.91%
33CATCaterpillar INC股票-工业0.75%+0.14%-6.34%
34YUMYum! Brands INC股票-周期性消费0.74%—-1.39%
35VYMVanguard High Dvd Yield ETFETF-其他0.74%—+1.69%
36XLVSs Health Care Select SectorETF-其他0.72%—-0.64%
37ADIAnalog Devices INC股票-科技0.72%+0.13%-2.29%
38QXOQxo INC股票-工业0.71%—+4.00%
39BRK-BBerkshire Hathaway Inc-cl B股票-其他0.68%-0.04%-5.30%
40CMECme Group INC股票-金融0.67%—-0.64%
41EOGEog Resources INC股票-能源0.66%+0.24%+7.94%
42RTXRtx CORP股票-工业0.65%—-1.10%
43IWOIshares Russell 2000 GrowthETF-中小型股0.61%—-0.07%
44SBUXStarbucks CORP股票-周期性消费0.60%—-3.32%
45ABTAbbott Laboratories股票-医疗保健0.58%-0.11%-2.80%
46COSTCostco Wholesale CORP股票-非周期性消费0.56%—-4.13%
47IJKIshares S&p Mid-cap 400 GrowETF-其他0.54%—+2.46%
48COFCapital One Financial CORP股票-金融0.54%-0.14%-0.13%
49BIVVanguard Intermediate-term BETF-其他0.52%+0.52%NEW
50GEVGE Vernova INC股票-工业0.50%+0.17%+8.46%
1–50 of 268

本季持股变动

Tritonpoint Wealth, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Vanguard Intermediate-term B (BIV); 新建仓: Vanguard Short-term Bond ETF (BSV); 清仓: Vanguard Russell 1000 (VONE); 清仓: Southern Co/the (SO); 减仓: Microsoft CORP (MSFT) — 股数 -2.16%.

Tritonpoint Wealth, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1XPOXpo INC+0.6%-2.39%减仓
2JNJJohnson & Johnson+0.4%-1.03%减仓
3LRCXLam Research CORP+0.3%-6.55%减仓
4CVXChevron CORP+0.3%-0.50%减仓
5EOGEog Resources INC+0.2%+7.94%加仓
6WMTWalmart INC+0.2%-1.90%减仓
7GEVGE Vernova INC+0.2%+8.46%加仓
8CATCaterpillar INC+0.1%-6.34%减仓
9MDLZMondelez International Inc-a+0.1%+4.24%加仓
10DOVDover CORP+0.1%-1.57%减仓
11ADIAnalog Devices INC+0.1%-2.29%减仓
12LHXL3harris Technologies INC+0.1%-0.54%减仓
13LMTLockheed Martin CORP+0.1%-5.70%减仓
14GNRCGenerac Holdings INC+0.1%-2.69%减仓
15VOOVanguard S&p 500 ETF0%-2.08%减仓
16NVDANvidia CORP0%-0.33%减仓
17XLKSs Technology Select Sector0%-2.02%减仓
18BABoeing Co/the0%-0.90%减仓
19BRK-BBerkshire Hathaway Inc-cl B0%-5.30%减仓
20LLYEli Lilly & Co-0.1%-2.44%减仓
21XLFSs Financial Select Sector-0.1%-1.18%减仓
22BACBank Of America CORP-0.1%-9.57%减仓
23BLKBlackrock INC-0.1%-9.49%减仓
24SNOWSnowflake INC-0.1%+8.05%加仓
25METAMeta Platforms Inc-class A-0.1%-11.72%减仓
26IGVIshares Expanded Tech-softwa-0.1%-24.31%减仓
27ORCLOracle CORP-0.1%-3.84%减仓
28IYWIshares Ustechnology ETF-0.1%-1.60%减仓
29ABTAbbott Laboratories-0.1%-2.80%减仓
30BXBlackstone INC-0.1%-4.03%减仓
31VUGVanguard Growth ETF-0.1%+2.87%加仓
32MAMastercard INC - A-0.1%-0.60%减仓
33WFCWells Fargo & Co-0.1%-2.56%减仓
34COFCapital One Financial CORP-0.1%-0.13%减仓
35VTIVanguard Total Stock Mkt ETF-0.2%-48.73%减仓
36JPMJpmorgan Chase & Co-0.2%-2.35%减仓
37TMOThermo Fisher Scientific INC-0.2%-3.77%减仓
38VVisa Inc-class A Shares-0.2%-2.18%减仓
39ADBEAdobe INC-0.2%-82.05%减仓
40ISRGIntuitive Surgical INC-0.3%-1.92%减仓
41DHRDanaher CORP-0.3%-4.64%减仓
42AMZNAmazon.com INC-0.3%-2.49%减仓
43GOOGLAlphabet Inc-cl A-0.3%-4.00%减仓
44GOOGAlphabet Inc-cl C-0.3%-4.44%减仓
45AAPLApple INC-0.6%-5.20%减仓
46MSFTMicrosoft CORP-0.7%-2.16%减仓
47BIVVanguard Intermediate-term B—NEW新建仓
48BSVVanguard Short-term Bond ETF—NEW新建仓
49VONEVanguard Russell 1000—EXIT清仓
50SOSouthern Co/the—EXIT清仓

FAQ

Tritonpoint Wealth, LLC 是什么机构？属于哪种投资人类型？
Tritonpoint Wealth, 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$9.3亿，分布在 268 个已申报仓位之中。
Tritonpoint Wealth, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Tritonpoint Wealth, LLC 按市值排列的前几大持股为： 1. Apple INC (AAPL) — US$8450.1万 (9.1%) 2. Vanguard Growth ETF (VUG) — US$4078.9万 (4.4%) 3. Alphabet Inc-cl C (GOOG) — US$3668.2万 (3.9%) 4. Alphabet Inc-cl A (GOOGL) — US$3623.6万 (3.9%) 5. Amazon.com INC (AMZN) — US$3341.1万 (3.6%)
Tritonpoint Wealth, 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 Wealth, LLC 共进行了 50 项显著调整：新建仓 2 个仓位、加仓 5 个既有持股、减仓 41 个仓位，并完全清仓 2 个持股。 其中幅度最大的异动：新建仓: Vanguard Intermediate-term B (BIV); 新建仓: Vanguard Short-term Bond ETF (BSV); 清仓: Vanguard Russell 1000 (VONE); 清仓: Southern Co/the (SO); 减仓: Microsoft CORP (MSFT) — 股数 -2.16%
Tritonpoint Wealth, 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 Wealth, LLC 的主要板块分布如下： • Information Technology: 29.7% • Financials: 16.4% • Communication Services: 14.8% • Health Care: 14.1% • Consumer Discretionary: 9.3% • Industrials: 6.9%