Triton Wealth Management, PLLC
CIK 1791126 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $325.5M
- 持仓
- 133
- 截至
- 2026年6月30日
按 13F 价值排名第 4938（共 9443） · 前 52.3%
投资组合价值同比（季度）：+20.8% 13F不披露现金
- 前十大持仓权重
- 62.90%
- 前二十五大持仓权重
- 81.22%
- 持仓高于 1%
- 20
- 有效持仓数量
- 14.7
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 4.83% 估计买入 $34784386 · 卖出 $14371686
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q2 2026 · 73.1% 仍持有
- 新仓位
- 18
- 增加
- 53
- 减少
- 52
- 已结清
- 7
本页内容
行业细分
Technology
11.6%
Retail
5.4%
Consumer Discretionary
3.6%
Industrials
2.5%
Communication Services
2.4%
Energy
1.4%
Healthcare
0.6%
Financials
0.5%
Utilities
0.4%
Real Estate
0.2%
Communications
0.2%
Telecommunication
0.1%
Financial Services
0.1%
Consumer Staples
0.1%
其他/未映射
71.1%
完整投资组合 133 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SCHG | $50163295 | 15.41% | 1465478 | $5645358 | 下跌 ×1 | ||
| SPMO | $49398847 | 15.18% | 328079 | $17833695 | 上涨 ×4 | ||
| QQQ Invesco QQQ Trust, Series 1 | $34037479 | 10.46% | 47843 | $7078629 | 上涨 ×3 | ||
| AAPL Apple Inc. - Common Stock | $12287499 | 3.77% | 39208 | $2378090 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $11850831 | 3.64% | 58058 | $1983560 | 上涨 ×4 | ||
| PKW Invesco BuyBack Achievers ETF | $11018006 | 3.38% | 77833 | $1488815 | 上涨 ×4 | ||
| BUFR | $10853793 | 3.33% | 296795 | $529560 | 下跌 ×4 | ||
| AMZN Amazon.com, Inc. - Common Stock | $9175256 | 2.82% | 37662 | $904494 | 下跌 ×1 | ||
| RSST | $8395690 | 2.58% | 257300 | $1508072 | 上涨 ×4 | ||
| VOO | $7564331 | 2.32% | 11039 | $4077276 | 上涨 ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $7485827 | 2.30% | 18997 | $1737482 | 上涨 ×4 | ||
| PAAA | $6208609 | 1.91% | 120931 | $587563 | 上涨 ×4 | ||
| QQQM Invesco NASDAQ 100 ETF | $5819850 | 1.79% | 19872 | $3790768 | 上涨 ×4 | ||
| BUFQ | $5285190 | 1.62% | 136111 | $2173503 | 上涨 ×1 | ||
| FXL | $4914818 | 1.51% | 24055 | $392787 | 下跌 ×4 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $4045164 | 1.24% | 11277 | $906701 | 上涨 ×4 | ||
| WMT Walmart Inc. - Common Stock | $3572173 | 1.10% | 31584 | $-274194 | 上涨 ×4 | ||
| MSFT Microsoft Corporation - Common Stock | $3535517 | 1.09% | 9223 | $451742 | 上涨 ×4 | ||
| KNX Knight-Swift Transportation Holdings Inc. | $3439333 | 1.06% | 45870 | $568915 | 下跌 ×4 | ||
| COST Costco Wholesale Corporation - Common Stock | $3418340 | 1.05% | 3586 | $-23093 | 上涨 ×1 | ||
| SPYG | $2738672 | 0.84% | 23225 | $160995 | 下跌 ×1 | ||
| VOOG | $2615435 | 0.80% | 31938 | $1327255 | 上涨 ×4 | ||
| FTA First Trust Large Cap Value AlphaDEX Fund | $2245157 | 0.69% | 23058 | $112811 | 下跌 ×1 | ||
| AVDV | $2209503 | 0.68% | 21439 | $-235580 | 下跌 ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $2112312 | 0.65% | 26786 | $192612 | 下跌 ×4 | ||
| JEPI | $2082078 | 0.64% | 36838 | $132658 | 上涨 ×3 | ||
| ORR Militia Long/Short Equity ETF | $2029953 | 0.62% | 55297 | $-644338 | 下跌 ×1 | ||
| SCHD | $1791574 | 0.55% | 55398 | $617669 | 上涨 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1784190 | 0.55% | 2958 | $45853 | 上涨 ×4 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1746591 | 0.54% | 4826 | $440143 | 上涨 ×2 | ||
| SPY SPY | $1715758 | 0.53% | 2302 | $160053 | 下跌 ×4 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $1689365 | 0.52% | 3866 | $799283 | 上涨 ×4 | ||
| RCL Royal Caribbean Cruises Ltd. Common Stock | $1534894 | 0.47% | 5463 | $-7802 | |||
| XOM Exxon Mobil Corporation Common Stock | $1385932 | 0.43% | 9820 | $-224474 | 下跌 ×1 | ||
| MAGS | $1357774 | 0.42% | 20638 | 上涨 ×1 | |||
| SETM Sprott Critical Materials ETF | $1268930 | 0.39% | 43000 | $-1010495 | 下跌 ×2 | ||
| FMHI First Trust Municipal High Income ETF | $1127355 | 0.35% | 23317 | $10840 | 下跌 ×3 | ||
| BRKB | $1104371 | 0.34% | 2232 | $27613 | 下跌 ×3 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $1015185 | 0.31% | 23960 | $64306 | 上涨 ×4 | ||
| APA APA Corporation - Common Stock | $983224 | 0.30% | 28044 | $-201479 | 下跌 ×1 | ||
| BINC | $961244 | 0.30% | 18454 | $95549 | 上涨 ×4 | ||
| SCIO | $925595 | 0.28% | 44910 | $106370 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $880645 | 0.27% | 928 | $607837 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $870892 | 0.27% | 6199 | $14170 | 上涨 ×3 | ||
| IVV | $763292 | 0.23% | 1019 | $44040 | 下跌 ×2 | ||
| OKLO Oklo Inc. Class A common stock | $698562 | 0.21% | 14775 | $-35600 | 上涨 ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $682404 | 0.21% | 1319 | $417902 | 上涨 ×1 | ||
| QBTS D-Wave Quantum Inc. Common Shares | $676084 | 0.21% | 32756 | $204383 | 下跌 ×1 | ||
| CIBR First Trust NASDAQ Cybersecurity ETF | $668110 | 0.21% | 7289 | $197654 | 下跌 ×1 | ||
| HYD | $654579 | 0.20% | 12751 | $-11076 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $653408 | 0.20% | 1681 | $133435 | 上涨 ×1 | ||
| BA Boeing Company (The) Common Stock | $644707 | 0.20% | 2866 | $-5320 | 下跌 ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $627942 | 0.19% | 1868 | $126923 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $620708 | 0.19% | 2357 | $37443 | 下跌 ×4 | ||
| IYF | $615553 | 0.19% | 4691 | $33222 | 下跌 ×1 | ||
| ALAI | $607167 | 0.19% | 13633 | $128578 | 下跌 ×2 | ||
| BAC Bank of America Corporation Common Stock | $606870 | 0.19% | 10409 | $123970 | 上涨 ×2 | ||
| RGTI Rigetti Computing, Inc. - Common stock | $596650 | 0.18% | 35263 | $98150 | 下跌 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $596214 | 0.18% | 10029 | $159944 | 上涨 ×3 | ||
| LMT Lockheed Martin Corporation Common Stock | $594906 | 0.18% | 1127 | $-25612 | 上涨 ×3 | ||
| AGNC AGNC Investment Corp. - Common Stock | $586311 | 0.18% | 53593 | $-27775 | 下跌 ×1 | ||
| BROS Dutch Bros Inc. Class A Common Stock | $572358 | 0.18% | 8815 | $165618 | 上涨 ×2 | ||
| MGM MGM Resorts International Common Stock | $571552 | 0.18% | 12265 | $116763 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $564951 | 0.17% | 2956 | $277916 | 上涨 ×4 | ||
| AAL American Airlines Group, Inc. - Common Stock | $558492 | 0.17% | 33807 | $340997 | 上涨 ×1 | ||
| IONQ IonQ, Inc. Common Stock | $557054 | 0.17% | 12357 | $196410 | 下跌 ×3 | ||
| DAL Delta Air Lines, Inc. Common Stock | $556285 | 0.17% | 6373 | $111463 | 下跌 ×2 | ||
| GDE | $512368 | 0.16% | 8264 | $-5719821 | 下跌 ×1 | ||
| FITB Fifth Third Bancorp - Common Stock | $505680 | 0.16% | 9069 | $63672 | 下跌 ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $498734 | 0.15% | 3772 | $-106577 | 下跌 ×1 | ||
| GD General Dynamics Corporation Common Stock | $484646 | 0.15% | 1295 | $73985 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $484139 | 0.15% | 2751 | $-74838 | 下跌 ×1 | ||
| CTAP | $482001 | 0.15% | 18126 | $-9635 | 下跌 ×1 | ||
| EAT Brinker International, Inc. Common Stock | $477991 | 0.15% | 2732 | $82216 | |||
| ABBV AbbVie Inc. Common Stock | $461119 | 0.14% | 1824 | $59117 | 下跌 ×1 | ||
| KLAC KLA Corporation - Common Stock | $459252 | 0.14% | 2076 | $208453 | 上涨 ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $454951 | 0.14% | 529 | ||||
| LOW Lowe's Companies, Inc. Common Stock | $454009 | 0.14% | 2133 | $-29765 | 上涨 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $450658 | 0.14% | 1492 | $76670 | 下跌 ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $450331 | 0.14% | 1362 | $40998 | 下跌 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $439046 | 0.13% | 2425 | $169266 | 上涨 ×2 | ||
| FEX First Trust Large Cap Core AlphaDEX Fund | $437100 | 0.13% | 3224 | $41121 | 上涨 ×1 | ||
| SPCX SPAC and New Issue ETF | $430749 | 0.13% | 2905 | 上涨 ×1 | |||
| DVN Devon Energy Corporation Common Stock | $416851 | 0.13% | 9625 | $-38181 | 上涨 ×2 | ||
| COP ConocoPhillips Common Stock | $410519 | 0.13% | 3708 | $-73783 | 下跌 ×1 | ||
| VZ Verizon Communications Inc. Common Stock | $388736 | 0.12% | 9158 | $-68882 | 下跌 ×2 | ||
| CMRE Costamare Inc. Common Stock $0.0001 par value | $379050 | 0.12% | 25508 | $-53531 | 上涨 ×4 | ||
| V Visa Inc. | $362524 | 0.11% | 1043 | $-404 | 下跌 ×1 | ||
| MPC Marathon Petroleum Corporation Common Stock | $361516 | 0.11% | 1288 | $59699 | |||
| VOT | $353717 | 0.11% | 1183 | $-128693 | 下跌 ×4 | ||
| SCHM | $351575 | 0.11% | 9968 | $89201 | 上涨 ×1 | ||
| CGDV | $350371 | 0.11% | 7193 | $41611 | |||
| LUV Southwest Airlines Company Common Stock | $349955 | 0.11% | 7192 | $60606 | 下跌 ×4 | ||
| IWM | $323706 | 0.10% | 1103 | $55972 | 上涨 ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $320208 | 0.10% | 2542 | $11054 | 下跌 ×1 | ||
| SCHA | $301477 | 0.09% | 8787 | $62565 | 上涨 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $299952 | 0.09% | 316 | $60359 | 下跌 ×1 | ||
| OXY Occidental Petroleum Corporation Common Stock | $285559 | 0.09% | 5329 | $-51503 | 下跌 ×1 | ||
| PEP PepsiCo, Inc. - Common Stock | $283173 | 0.09% | 1987 | $-24504 | 下跌 ×1 | ||
| ICLO | $282527 | 0.09% | 11036 | $1392 | 上涨 ×4 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPMO | $49398847 | 15.18% | 上涨 ×4 |
| QQQ | $34037479 | 10.46% | 上涨 ×3 |
| NVDA | $11850831 | 3.64% | 上涨 ×4 |
| PKW | $11018006 | 3.38% | 上涨 ×4 |
| RSST | $8395690 | 2.58% | 上涨 ×4 |
| VOO | $7564331 | 2.32% | 上涨 ×4 |
| TSLA | $7485827 | 2.30% | 上涨 ×4 |
| PAAA | $6208609 | 1.91% | 上涨 ×4 |
| QQQM | $5819850 | 1.79% | 上涨 ×4 |
| GOOG | $4045164 | 1.24% | 上涨 ×4 |
| WMT | $3572173 | 1.10% | 上涨 ×4 |
| MSFT | $3535517 | 1.09% | 上涨 ×4 |
| VOOG | $2615435 | 0.80% | 上涨 ×4 |
| JEPI | $2082078 | 0.64% | 上涨 ×3 |
| META | $1784190 | 0.55% | 上涨 ×4 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| MAGS | $1357774 | 20638 | 0.42% |
| STX | $454951 | 529 | 0.14% |
| SPCX | $430749 | 2905 | 0.13% |
| PANW | $279875 | 873 | 0.09% |
| AMKR | $278391 | 4161 | 0.09% |
| TGT | $257629 | 1946 | 0.08% |
| IGPT | $245589 | 2570 | 0.08% |
| UAL | $244867 | 1940 | 0.08% |
| QQQJ | $240916 | 5368 | 0.07% |
| CMG | $236517 | 7075 | 0.07% |
| VEA | $228925 | 3255 | 0.07% |
| CSCO | $225819 | 1984 | 0.07% |
| XLK | $225588 | 1244 | 0.07% |
| NCLH | $203502 | 11018 | 0.06% |
| SNDK | $202080 | 117 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPMO | 增持 | +54K | +$17.8M |
| QQQ | 增持 | +2K | +$7.1M |
| SCHG | 削减 | -41K | +$5.6M |
| VOO | 增持 | +5K | +$4.1M |
| QQQM | 增持 | +11K | +$3.8M |
| AAPL | 增持 | +272 | +$2.4M |
| BUFQ | 增持 | +49K | +$2.2M |
| NVDA | 增持 | +2K | +$2.0M |
| TSLA | 增持 | +4K | +$1.7M |
| RSST | 增持 | +17K | +$1.5M |
1 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SOXL | 2025年12月31日 | 37612 | $1868184 | 不再跟踪 |
| SVIX | 2025年12月31日 | 78805 | $1579252 | 不再跟踪 |
| IBIT | 2025年12月31日 | 17998 | $1130969 | |
| TQQQ | 2025年12月31日 | 8846 | $1051789 | |
| CCL | 2026年6月30日 | 36466 | $966479 | -10.1% |
| RSSX | 2026年3月31日 | 30997 | $833791 | 不再跟踪 |
| SOXL | 2026年6月30日 | 15253 | $819391 | 不再跟踪 |
| NEE | 2025年9月30日 | 8895 | $640159 | 12.6% |
| BMNR | 2025年12月31日 | 12531 | $589546 | -16.9% |
| BUG | 2026年3月31日 | 15320 | $412568 | |
| HUT | 2025年9月30日 | 19481 | $411828 | 153.6% |
| UPRO | 2025年12月31日 | 3157 | $376164 | 不再跟踪 |
| CMA | 2025年12月31日 | 4814 | $370716 | 不再跟踪 |
| STX | 2026年3月31日 | 690 | $303103 | 119.2% |
| BTGD | 2025年12月31日 | 6848 | $294122 | |
| HON | 2026年6月30日 | 1266 | $288896 | -1.9% |
| NCLH | 2026年3月31日 | 12777 | $287273 | -7.9% |
| SPXL | 2025年9月30日 | 1440 | $268373 | 不再跟踪 |
| GLD | 2026年6月30日 | 606 | $265773 | 不再跟踪 |
| HYG | 2026年6月30日 | 3308 | $262680 | 不再跟踪 |
| SPXS | 2025年12月31日 | 7350 | $258573 | 不再跟踪 |
| NFLX | 2026年6月30日 | 2506 | $239024 | 11.4% |
| DIS | 2025年12月31日 | 2084 | $233533 | -5.8% |
| GDX | 2026年6月30日 | 2245 | $216923 | 不再跟踪 |
| SLV | 2026年3月31日 | 2822 | $215671 | 不再跟踪 |
| UAL | 2026年3月31日 | 1940 | $213633 | 22.8% |
| VBK | 2025年9月30日 | 730 | $207974 | 不再跟踪 |
| QQQJ | 2026年3月31日 | 5368 | $204574 | |
| PHYS | 2026年3月31日 | 5519 | $203182 | 不再跟踪 |
| IDEV | 2025年12月31日 | 2480 | $200322 | 不再跟踪 |
| COP | 2025年9月30日 | 2094 | $200195 | 43.2% |
| RDW | 2026年3月31日 | 14834 | $162210 | 41.0% |
| ONDS | 2026年3月31日 | 10465 | $115167 | -3.7% |
| GAB | 2025年9月30日 | 11031 | $65522 | -6.0% |
| DNN | 2025年9月30日 | 10000 | $22700 | 不再跟踪 |
| NCL | 2025年9月30日 | 23923 | $4533 | 不再跟踪 |
| CODX | 2025年9月30日 | 11111 | $3157 | 251.7% |