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Triton Wealth Management, PLLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Triton Wealth Management, PLLC
报告期 2026-03-31 · CIK 0001791126
持仓数
124
前50大市值合计
$244.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 78 项
建仓 3
增持 12
减持 49
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
-$9.5M
1,066,871
-0%
减持
HON
HONEYWELL INTL INC
-$2.6M
1,081
-93%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$2.1M
24,293
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-54%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.0M
310,011
-6%
减持
QQQ
INVESCO QQQ TR
-$1.8M
30,823
-12%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$1.4M
39,005
-20%
减持
PEP
PEPSICO INC
-$982.3K
4,779
-49%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$842.9K
15,735
-53%
减持
SCHD
SCHWAB STRATEGIC TR
-$829.5K
30,982
-23%
减持
TQQQ
PROSHARES TR
-$704.3K
27,391
-33%
减持
AAPL
APPLE INC
-$683.1K
25,820
-5%
建仓
—
BANK MONTREAL MEDIUM
+$659.1K
4,105
清仓
GOOGL
ALPHABET INC
-$508.2K
0
-100%
清仓
YUM
YUM BRANDS INC
-$417.2K
0
-100%
清仓
FPX
FIRST TR EXCHANGE TRADED FD
-$367.5K
0
-100%
减持
TSLA
TESLA INC
-$351.1K
9,031
-1%
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$285.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$279.2K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$277.9K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$237.2K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$235.8K
0
-100%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$227.3K
2,528
清仓
DTE
DTE ENERGY CO
-$225.2K
0
-100%
清仓
IHF
ISHARES TR
-$223.7K
0
-100%
清仓
HYG
ISHARES TR
-$218.3K
0
-100%
清仓
MAR
MARRIOTT INTL INC NEW
-$216.1K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$207.0K
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$205.7K
0
-100%
减持
MGM
MGM RESORTS INTERNATIONAL
-$201.7K
17,589
-0%
减持
AMZN
AMAZON COM INC
+$174.9K
32,958
-4%
减持
—
CARNIVAL CORP
-$160.6K
23,638
-8%
减持
LUV
SOUTHWEST AIRLS CO
-$160.1K
11,702
-11%
减持
BA
BOEING CO
-$158.8K
2,989
-6%
减持
HD
HOME DEPOT INC
-$152.6K
1,571
-16%
减持
LIT
GLOBAL X FDS
-$149.4K
5,117
-19%
减持
USMV
ISHARES TR
-$129.1K
20,338
-6%
减持
DAL
DELTA AIR LINES INC DEL
-$118.4K
8,287
-6%
减持
JNJ
JOHNSON & JOHNSON
-$109.8K
2,318
-15%
减持
SCHM
SCHWAB STRATEGIC TR
-$102.4K
5,469
-15%
减持
SPY
SPDR S&P 500 ETF TR
-$95.9K
2,744
-4%
减持
LOW
LOWES COS INC
-$94.9K
2,332
-2%
减持
SPYG
SPDR SER TR
-$93.6K
34,115
-2%
减持
—
ROYAL CARIBBEAN GROUP
-$90.9K
6,174
-2%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$80.2K
3,554
-2%
减持
GOOG
ALPHABET INC
-$78.1K
5,613
-10%
减持
AAL
AMERICAN AIRLS GROUP INC
-$78.0K
18,897
-1%
增持
NVDA
NVIDIA CORPORATION
+$70.9K
5,453
+2%
减持
GPN
GLOBAL PMTS INC
-$70.5K
3,164
-9%
减持
—
NIKOLA CORP
-$69.5K
35,100
-5%
减持
CVX
CHEVRON CORP NEW
-$59.7K
1,476
-15%
减持
DVN
DEVON ENERGY CORP NEW
-$58.8K
12,999
-4%
减持
F
FORD MTR CO DEL
-$56.7K
12,584
-13%
增持
AGNC
AGNC INVT CORP
-$50.5K
32,050
+0%
增持
—
COSTAMARE INC
-$47.7K
25,859
+1%
建仓
—
HUT 8 MNG CORP
+$47.0K
20,000
增持
CMA
COMERICA INC
-$44.3K
6,230
+1%
减持
ORCL
ORACLE CORP
-$43.9K
5,040
-2%
减持
VOO
VANGUARD INDEX FDS
-$43.2K
1,166
-5%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$40.6K
3,238
-8%
增持
VOT
VANGUARD INDEX FDS
-$37.7K
2,345
+0%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$34.8K
267,518
+3%
增持
SCHA
SCHWAB STRATEGIC TR
-$31.4K
7,227
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$30.5K
3,525
+15%
减持
MRK
MERCK & CO INC
-$29.1K
2,301
-9%
减持
MSFT
MICROSOFT CORP
-$24.4K
5,836
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
+$24.2K
9,363
-0%
增持
BAC
BANK AMERICA CORP
+$24.0K
11,727
+18%
减持
SCHV
SCHWAB STRATEGIC TR
-$18.0K
4,263
-0%
减持
WMT
WALMART INC
-$15.9K
4,438
-5%
增持
VTI
VANGUARD INDEX FDS
+$14.9K
1,203
+11%
减持
SCHZ
SCHWAB STRATEGIC TR
-$13.7K
6,863
-2%
减持
APA
APA CORPORATION
-$12.4K
27,740
-3%
减持
—
EXXON MOBIL CORP
+$11.4K
8,617
-1%
减持
COST
COSTCO WHSL CORP NEW
+$9.0K
3,203
-0%
减持
—
HARVARD BIOSCIENCE INC
-$8.4K
29,647
-2%
增持
COP
CONOCOPHILLIPS
+$7.9K
1,833
+0%
增持
—
NCL CORP LTD
+$5.3K
25,124
+39%
减持
KMLM
KRANESHARES TR
+$2.5K
32,579
-0%