CIK: 0002008171
申報總市值
US$9.3億
申報季度: 2026-03-31 · 持股檔數: 268
TRITONPOINT WEALTH, LLC在最新一期 13F 報告中揭露了 268 項持股，申報期為 2026-03-31，總持股市值約為 US$9.3億，季度換手率為 14.7%。
Tritonpoint Wealth, LLC 目前揭露的持股，Herfindahl 集中度指數為 0.022——換算下來相當於約 46 個等權重部位，明顯低於其實際揭露的 268 檔持股。這個落差顯示該機構的策略偏向集中在少數高信心部位，而非廣泛分散。
整體部位大小差異頗大（變異係數為 2.19），除了少數重倉部位外，還有許多規模較小的持股。
最新申報季度中，並未觀察到明顯偏向加碼既有大部位或大舉建立新部位的傾向。
目前產業板塊分類約涵蓋此投資組合揭露價值的 58%；其餘部分（例如未對應板塊的標的、選擇權或其他證券類型）尚未納入板塊分類範圍。
減碼 MSFT
-2.2% -US$771.2萬
加碼 XPO
-2.4% US$526.4萬
減碼 AAPL
-5.2% -US$1098.3萬
加碼 JNJ
-1.0% US$246.8萬
減碼 GOOG
-4.4% -US$530.9萬
加碼 LRCX
-6.5% US$205.7萬
僅顯示前 200 大持股（共 268 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 9.05% | -0.63% | -5.20% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 4.37% | -0.12% | +2.87% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.93% | -0.33% | -4.44% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.88% | -0.29% | -4.00% | |
| 5 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.58% | -0.27% | -2.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.64% | -0.16% | -2.35% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.65% | -2.16% | |
| 8 | XPO | Xpo INC | 股票-工業 | 1.98% | +0.64% | -2.39% | |
| 9 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.85% | -0.11% | -1.60% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.83% | +0.35% | -1.03% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.69% | -0.21% | -2.18% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | -0.02% | -2.08% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.55% | +0.30% | -6.55% | |
| 14 | WMT | Walmart INC | 股票-非循環性消費 | 1.53% | +0.20% | -1.90% | |
| 15 | DOV | Dover CORP | 股票-工業 | 1.47% | +0.14% | -1.57% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.02% | -0.33% | |
| 17 | MA | Mastercard INC - A | 股票-金融 | 1.40% | -0.12% | -0.60% | |
| 18 | BNL | Broadstone Net Lease INC | 股票-房地產 | 1.37% | — | -6.16% | |
| 19 | ISRG | Intuitive Surgical INC | 股票-醫療保健 | 1.35% | -0.25% | -1.92% | |
| 20 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.31% | — | -1.06% | |
| 21 | DHR | Danaher CORP | 股票-醫療保健 | 1.26% | -0.26% | -4.64% | |
| 22 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.22% | — | -0.32% | |
| 23 | TMO | Thermo Fisher Scientific INC | 股票-醫療保健 | 1.04% | -0.16% | -3.77% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.03% | — | -4.29% | |
| 25 | XLF | Ss Financial Select Sector | ETF-其他 | 1.00% | -0.06% | -1.18% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.29% | -0.50% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.94% | -0.04% | -2.02% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.12% | -2.56% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.89% | +0.14% | +4.24% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.87% | -0.04% | -0.90% | |
| 31 | PEP | Pepsico INC | 股票-非循環性消費 | 0.83% | — | -2.24% | |
| 32 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.77% | — | -5.91% | |
| 33 | CAT | Caterpillar INC | 股票-工業 | 0.75% | +0.14% | -6.34% | |
| 34 | YUM | Yum! Brands INC | 股票-循環性消費 | 0.74% | — | -1.39% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.74% | — | +1.69% | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.72% | — | -0.64% | |
| 37 | ADI | Analog Devices INC | 股票-科技 | 0.72% | +0.13% | -2.29% | |
| 38 | QXO | Qxo INC | 股票-工業 | 0.71% | — | +4.00% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.04% | -5.30% | |
| 40 | CME | Cme Group INC | 股票-金融 | 0.67% | — | -0.64% | |
| 41 | EOG | Eog Resources INC | 股票-能源 | 0.66% | +0.24% | +7.94% | |
| 42 | RTX | Rtx CORP | 股票-工業 | 0.65% | — | -1.10% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.61% | — | -0.07% | |
| 44 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | — | -3.32% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | -0.11% | -2.80% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | — | -4.13% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.54% | — | +2.46% | |
| 48 | COF | Capital One Financial CORP | 股票-金融 | 0.54% | -0.14% | -0.13% | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.52% | +0.52% | NEW | |
| 50 | GEV | GE Vernova INC | 股票-工業 | 0.50% | +0.17% | +8.46% |
Q3 2026績效
+3.3%
近4個季度績效
+24.9%
根據可取得價格的持股（佔申報價值的83%）計算
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 268 | US$9.3億 | 15 | |
| 2025-12-31 | 272 | US$9.9億 | 24 | |
| 2025-09-30 | 349 | US$11.7億 | 20 | |
| 2025-06-30 | 344 | US$10.8億 | 0 | |
| 2025-03-31 | 338 | US$10.5億 | 0 | |
| 2024-12-31 | 332 | US$11.0億 | 0 | |
| 2024-09-30 | 330 | US$10.9億 | 0 | |
| 2024-06-30 | 318 | US$10.4億 | 0 | |
| 2024-03-31 | 304 | US$9.6億 | 0 | |
| 2023-12-31 | 326 | US$10.2億 | 0 |
Tritonpoint Wealth, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Vanguard Intermediate-term B (BIV); 新建倉: Vanguard Short-term Bond ETF (BSV); 清倉: Vanguard Russell 1000 (VONE); 清倉: Southern Co/the (SO); 減碼: Microsoft CORP (MSFT) — 股數 -2.16%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XPO | Xpo INC | +0.6% | -2.39% | 減碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | -1.03% | 減碼 |
| 3 | LRCX | Lam Research CORP | +0.3% | -6.55% | 減碼 |
| 4 | CVX | Chevron CORP | +0.3% | -0.50% | 減碼 |
| 5 | EOG | Eog Resources INC | +0.2% | +7.94% | 加碼 |
| 6 | WMT | Walmart INC | +0.2% | -1.90% | 減碼 |
| 7 | GEV | GE Vernova INC | +0.2% | +8.46% | 加碼 |
| 8 | CAT | Caterpillar INC | +0.1% | -6.34% | 減碼 |
| 9 | MDLZ | Mondelez International Inc-a | +0.1% | +4.24% | 加碼 |
| 10 | DOV | Dover CORP | +0.1% | -1.57% | 減碼 |
| 11 | ADI | Analog Devices INC | +0.1% | -2.29% | 減碼 |
| 12 | LHX | L3harris Technologies INC | +0.1% | -0.54% | 減碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | -5.70% | 減碼 |
| 14 | GNRC | Generac Holdings INC | +0.1% | -2.69% | 減碼 |
| 15 | VOO | Vanguard S&p 500 ETF | 0% | -2.08% | 減碼 |
| 16 | NVDA | Nvidia CORP | 0% | -0.33% | 減碼 |
| 17 | XLK | Ss Technology Select Sector | 0% | -2.02% | 減碼 |
| 18 | BA | Boeing Co/the | 0% | -0.90% | 減碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -5.30% | 減碼 |
| 20 | LLY | Eli Lilly & Co | -0.1% | -2.44% | 減碼 |
| 21 | XLF | Ss Financial Select Sector | -0.1% | -1.18% | 減碼 |
| 22 | BAC | Bank Of America CORP | -0.1% | -9.57% | 減碼 |
| 23 | BLK | Blackrock INC | -0.1% | -9.49% | 減碼 |
| 24 | SNOW | Snowflake INC | -0.1% | +8.05% | 加碼 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | -11.72% | 減碼 |
| 26 | IGV | Ishares Expanded Tech-softwa | -0.1% | -24.31% | 減碼 |
| 27 | ORCL | Oracle CORP | -0.1% | -3.84% | 減碼 |
| 28 | IYW | Ishares Ustechnology ETF | -0.1% | -1.60% | 減碼 |
| 29 | ABT | Abbott Laboratories | -0.1% | -2.80% | 減碼 |
| 30 | BX | Blackstone INC | -0.1% | -4.03% | 減碼 |
| 31 | VUG | Vanguard Growth ETF | -0.1% | +2.87% | 加碼 |
| 32 | MA | Mastercard INC - A | -0.1% | -0.60% | 減碼 |
| 33 | WFC | Wells Fargo & Co | -0.1% | -2.56% | 減碼 |
| 34 | COF | Capital One Financial CORP | -0.1% | -0.13% | 減碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | -48.73% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -2.35% | 減碼 |
| 37 | TMO | Thermo Fisher Scientific INC | -0.2% | -3.77% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -0.2% | -2.18% | 減碼 |
| 39 | ADBE | Adobe INC | -0.2% | -82.05% | 減碼 |
| 40 | ISRG | Intuitive Surgical INC | -0.3% | -1.92% | 減碼 |
| 41 | DHR | Danaher CORP | -0.3% | -4.64% | 減碼 |
| 42 | AMZN | Amazon.com INC | -0.3% | -2.49% | 減碼 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -4.00% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | -0.3% | -4.44% | 減碼 |
| 45 | AAPL | Apple INC | -0.6% | -5.20% | 減碼 |
| 46 | MSFT | Microsoft CORP | -0.7% | -2.16% | 減碼 |
| 47 | BIV | Vanguard Intermediate-term B | — | NEW | 新建倉 |
| 48 | BSV | Vanguard Short-term Bond ETF | — | NEW | 新建倉 |
| 49 | VONE | Vanguard Russell 1000 | — | EXIT | 清倉 |
| 50 | SO | Southern Co/the | — | EXIT | 清倉 |
| 季度 | 申報日期 | 類型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-20 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-15 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-07-17 | 13F-HR | 在 EDGAR 上查看 |
| 2025-03-31 | 2025-04-16 | 13F-HR | 在 EDGAR 上查看 |
| 2024-12-31 | 2025-01-24 | 13F-HR | 在 EDGAR 上查看 |
| 2024-09-30 | 2024-10-28 | 13F-HR | 在 EDGAR 上查看 |
| 2024-06-30 | 2024-08-12 | 13F-HR | 在 EDGAR 上查看 |
| 2024-03-31 | 2024-04-25 | 13F-HR | 在 EDGAR 上查看 |
| 2023-12-31 | 2024-01-24 | 13F-HR | 在 EDGAR 上查看 |
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