13FBOX
TrinityPoint Wealth, LLC · 13F 持仓分析
期权收益计算器 机构排行

TrinityPoint Wealth, LLC

No.3439 数据截至 2024Q4
最新持仓市值 (Q4 2024)
$7.12亿
环比变动 Q3 2024
+$1,612.9万+2.3%
持仓股票数
334
新买入
25
加仓
197
减仓
96
清仓
21
持股不变
16
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q4 2024 市值Q4 2024 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.32%5.18%$3,783.7万15.1万股$3,603.5万15.5万股-3,559股-2.30%减仓
AAlphabet Inc Class CGOOG
4.05%3.65%$2,881.1万15.1万股$2,535.6万15.2万股-375股-0.25%减仓
S嘉信策略信托SCHD
3.66%3.67%$2,605.8万95.4万股$2,551.4万30.2万股+65.2万股+216.01%加仓
微软MSFT
3.5%3.58%$2,488.0万5.9万股$2,491.3万5.8万股+1,131股+1.95%加仓
亚马逊AMZN
3.12%2.7%$2,222.3万10.1万股$1,875.3万10.1万股+649股+0.64%加仓
S嘉信·U.S. BROAD MARKET ETFSCHB
2.55%2.62%$1,815.3万81.2万股$1,823.7万27.4万股+53.7万股+196.04%加仓
英伟达NVDA
2.53%2.38%$1,800.5万13.4万股$1,657.1万13.6万股-2,374股-1.74%减仓
I景顺·S&P 500 GARP ETFSPGP
2.4%2.41%$1,709.9万16.3万股$1,678.8万16.0万股+2,646股+1.65%加仓
艾伯维ABBV
1.45%1.64%$1,033.7万5.8万股$1,142.4万5.8万股+318股+0.55%加仓
谷歌AGOOGL
1.36%1.37%$970.5万5.1万股$951.4万5.7万股-6,098股-10.63%减仓
SSPDR行业精选信托XLK
1.31%1.24%$928.9万4.0万股$865.1万3.8万股+1,632股+4.26%加仓
霍尼韦尔HON
1.26%1.17%$893.4万4.0万股$811.0万3.9万股+318股+0.81%加仓
摩根大通JPM
1.24%1.08%$881.1万3.7万股$753.7万3.6万股+1,010股+2.83%加仓
IiShares安硕·S&P SMALL-CAP 600 VALUE ETFIJS
1.22%1.08%$868.0万8.0万股$750.2万7.0万股+1.0万股+14.69%加仓
SSPDR行业精选信托XLF
1.17%0.84%$831.6万17.2万股$584.8万12.9万股+4.3万股+33.34%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
1.11%1.07%$793.5万5.8万股$744.9万4.8万股+9,318股+19.27%加仓
V先锋领航国际股票指数基金VPL
1.11%1.17%$792.6万11.2万股$816.0万10.4万股+7,467股+7.17%加仓
Meta平台META
1.05%0.93%$749.1万1.3万股$644.1万1.1万股+1,540股+13.69%加仓
迈威尔MRVL
0.96%0.64%$681.5万6.2万股$445.4万6.2万股-56股-0.09%减仓
IiShares安硕信托DGRO
0.95%0.99%$674.7万11.0万股$692.1万11.0万股-408股-0.37%减仓
洛克希德马丁LMT
0.94%1.15%$666.9万1.4万股$800.3万1.4万股+35股+0.26%加仓
V先锋领航国际股票指数基金VEU
0.93%1.36%$662.8万11.5万股$943.5万15.0万股-3.4万股-22.91%减仓
强生JNJ
0.93%1.09%$660.9万4.6万股$761.6万4.7万股-1,297股-2.76%减仓
ZOETIS CL AZTS
0.85%1.04%$606.7万3.7万股$726.5万3.7万股+56股+0.15%加仓
沃尔玛WMT
0.85%0.84%$602.7万6.7万股$584.6万7.2万股-5,687股-7.86%减仓
J摩根大通交易所交易基金JEPI
0.84%0.86%$600.5万10.4万股$599.9万10.1万股+3,582股+3.55%加仓
第一资本COF
0.76%0.65%$538.1万3.0万股$451.4万3.0万股+28股+0.09%加仓
辉瑞PFE
0.75%0.8%$531.1万20.0万股$554.3万19.2万股+8,651股+4.52%加仓
IiShares安硕信托IQLT
0.74%0.78%$525.3万14.2万股$545.7万13.2万股+9,979股+7.59%加仓
美光科技MU
0.73%0.86%$522.6万6.2万股$601.4万5.8万股+4,106股+7.08%加仓
IiShares安硕信托IEI
0.67%0.7%$477.1万4.1万股$486.0万4.1万股+658股+1.62%加仓
T-MOBILE US COMTMUS
0.67%0.7%$476.2万2.2万股$484.7万2.3万股-1,915股-8.15%减仓
埃克森美孚XOM
0.65%0.73%$464.3万4.3万股$509.8万4.3万股-327股-0.75%减仓
V先锋领航·MIDVO
0.65%0.66%$464.2万1.8万股$456.1万1.7万股+289股+1.67%加仓
雷神技术RTX
0.64%0.68%$457.3万4.0万股$469.5万3.9万股+765股+1.97%加仓
家得宝HD
0.62%0.64%$441.0万1.1万股$444.3万1.1万股+372股+3.39%加仓
伯克希尔哈撒韦BRK.B
0.61%0.65%$433.3万9,560股$451.7万9,813股-253股-2.58%减仓
万事达MA
0.6%0.58%$426.6万8,101股$402.1万8,144股-43股-0.53%减仓
SSPDR行业精选信托XLY
0.6%0.57%$424.1万1.9万股$394.2万2.0万股-771股-3.92%减仓
SSPDR行业精选信托XLY
0.57%0.52%$408.5万4.2万股$364.0万4.0万股+1,932股+4.80%加仓
默沙东MRK
0.57%0.63%$405.0万4.1万股$440.8万3.9万股+1,892股+4.87%加仓
CCARNIVAL CORP LTD COMMON SHARESCCL
0.56%0.43%$398.2万16.0万股$298.3万16.1万股-1,625股-1.01%减仓
SSPDR道富指数基金SPGM
0.56%0.57%$395.1万6.2万股$395.7万6.1万股+1,291股+2.11%加仓
SSPDR标普500 ETFSPY
0.55%0.47%$393.7万6,717股$327.8万5,714股+1,003股+17.55%加仓
SSPDR行业精选信托XLP
0.55%0.51%$392.7万5.0万股$351.8万4.2万股+7,574股+17.87%加仓
I景顺自营指数基金BSCR
0.55%0.5%$389.8万20.0万股$346.0万17.5万股+2.5万股+14.05%加仓
IiShares黄金信托IAU
0.53%0.27%$378.1万7.6万股$187.9万3.8万股+3.9万股+102.01%加仓
GGILEAD SCIENCES COMGILD
0.53%0.53%$376.1万4.1万股$365.6万4.4万股-2,887股-6.62%减仓
PALO ALTOPANW
0.52%0.5%$370.9万2.0万股$346.1万1.0万股+1.0万股+101.26%加仓
美敦力MDT
0.52%0.57%$367.1万4.6万股$394.0万4.4万股+2,199股+5.02%加仓

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