小隐寺数据中心API 小隐寺主站

TRITONPOINT WEALTH, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

TRITONPOINT WEALTH, LLC

报告期 2026-03-31 · CIK 0002008171

持仓数

268

前50大市值合计

$686.7M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$84.5M

332,956

12.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$40.8M

93,384

5.9%

GOOG ALPHABET INC

CAP STK CL C

$36.7M

127,874

5.3%

GOOGL ALPHABET INC

CAP STK CL A

$36.2M

126,011

5.3%

AMZN AMAZON COM INC

COM

$33.4M

160,420

4.9%

JPM JPMORGAN CHASE & CO

COM

$24.6M

83,716

3.6%

MSFT MICROSOFT CORP

COM

$23.0M

62,116

3.3%

XPO XPO INC

COM

$18.5M

95,172

2.7%

IYW ISHARES TR

U.S. TECH ETF

$17.3M

95,326

2.5%

JNJ JOHNSON & JOHNSON

COM

$17.1M

69,859

2.5%

V VISA INC

COM CL A

$15.8M

52,129

2.3%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$15.2M

25,409

2.2%

LRCX LAM RESEARCH CORP

COM NEW

$14.4M

67,468

2.1%

WMT WALMART INC

COM

$14.3M

114,932

2.1%

DOV DOVER CORP

COM

$13.7M

65,884

2.0%

NVDA NVIDIA CORPORATION

COM

$13.4M

76,926

2.0%

MA MASTERCARD INCORPORATED

CL A

$13.1M

26,160

1.9%

BNL BROADSTONE NET LEASE INC

COM

$12.8M

690,311

1.9%

ISRG INTUITIVE SURGICAL INC

COM NEW

$12.6M

27,344

1.8%

TJX TJX COS INC NEW

COM

$12.2M

76,621

1.8%

DHR DANAHER CORPORATION

COM

$11.8M

62,163

1.7%

XLI SELECT SECTOR SPDR TR

SBI INT-INDS

$11.4M

70,320

1.7%

TMO THERMO FISHER SCIENTIFIC INC

COM

$9.7M

19,705

1.4%

— CHUBB LIMITED

COM

$9.6M

29,507

1.4%

XLF SELECT SECTOR SPDR TR

FINANCIAL

$9.3M

189,103

1.4%

CVX CHEVRON CORP NEW

COM

$9.0M

43,343

1.3%

XLK SELECT SECTOR SPDR TR

TECHNOLOGY

$8.8M

65,840

1.3%

WFC WELLS FARGO CO NEW

COM

$8.6M

108,531

1.3%

MDLZ MONDELEZ INTL INC

CL A

$8.3M

142,572

1.2%

BA BOEING CO

COM

$8.1M

40,826

1.2%

PEP PEPSICO INC

COM

$7.7M

49,772

1.1%

MRK MERCK & CO INC

COM

$7.2M

59,731

1.1%

CAT CATERPILLAR INC

COM

$7.1M

9,953

1.0%

YUM YUM BRANDS INC

COM

$6.9M

44,696

1.0%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$6.9M

46,554

1.0%

XLV SELECT SECTOR SPDR TR

SBI HEALTHCARE

$6.8M

46,124

1.0%

ADI ANALOG DEVICES INC

COM

$6.7M

21,008

1.0%

QXO QXO INC

COM NEW

$6.7M

342,777

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$6.4M

13,334

0.9%

CME CME GROUP INC

COM

$6.2M

21,062

0.9%

EOG EOG RES INC

COM

$6.2M

42,708

0.9%

RTX RAYTHEON TECHNOLOGIES CORP

COM

$6.1M

31,470

0.9%

IWO ISHARES TR

RUS 2000 GRW ETF

$5.7M

18,215

0.8%

SBUX STARBUCKS CORP

COM

$5.6M

62,737

0.8%

ABT ABBOTT LABS

COM

$5.4M

53,044

0.8%

COST COSTCO WHSL CORP NEW

COM

$5.2M

5,227

0.8%

IJK ISHARES TR

S&P MC 400GR ETF

$5.0M

49,994

0.7%

COF CAPITAL ONE FINL CORP

COM

$5.0M

27,459

0.7%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$4.9M

63,350

0.7%

GEV GE VERNOVA INC

COM

$4.7M

5,358

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

37%前 6 大占比

AAPL12.3%VUG5.9%GOOG5.3%GOOGL5.3%AMZN4.9%JPM3.6%