TrinityPoint Wealth, LLC 13F 持仓 · 最近申报 2024年Q4
TrinityPoint Wealth 在 2024年Q4（报告期截至 2024-12-31）的 SEC 13F 申报中报告了 334 只证券，申报市值合计 7.12 亿美元。前几大持仓：AAPL（5.32%）、GOOG（4.05%）、SCHD（3.66%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $37.8M | 5.32% | 151,096 | 减持 |
| 2 | GOOG | ALPHABET INC | $28.8M | 4.05% | 151,286 | 减持 |
| 3 | SCHD | SCHWAB STRATEGIC TR | $26.1M | 3.66% | 953,822 | 增持 |
| 4 | MSFT | MICROSOFT CORP | $24.9M | 3.50% | 59,028 | 增持 |
| 5 | AMZN | AMAZON COM INC | $22.2M | 3.12% | 101,293 | 增持 |
| 6 | SCHB | SCHWAB STRATEGIC TR | $18.2M | 2.55% | 811,605 | 增持 |
| 7 | NVDA | NVIDIA CORPORATION | $18.0M | 2.53% | 134,077 | 减持 |
| 8 | SPGP | INVESCO EXCHANGE TRADED FD T | $17.1M | 2.40% | 163,037 | 增持 |
| 9 | ABBV | ABBVIE INC | $10.3M | 1.45% | 58,169 | 增持 |
| 10 | GOOGL | ALPHABET INC | $9.7M | 1.36% | 51,267 | 减持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $9.3M | 1.31% | 39,950 | 增持 |
| 12 | HON | HONEYWELL INTL INC | $8.9M | 1.26% | 39,551 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO. | $8.8M | 1.24% | 36,756 | 增持 |
| 14 | IJS | ISHARES TR | $8.7M | 1.22% | 79,920 | 增持 |
| 15 | XLF | SELECT SECTOR SPDR TR | $8.3M | 1.17% | 172,066 | 增持 |
| 16 | VPL | VANGUARD INTL EQUITY INDEX F | $7.9M | 1.11% | 111,565 | 增持 |
| 17 | XLV | SELECT SECTOR SPDR TR | $7.9M | 1.11% | 57,682 | 增持 |
| 18 | META | META PLATFORMS INC | $7.5M | 1.05% | 12,793 | 增持 |
| 19 | MRVL | MARVELL TECHNOLOGY INC | $6.8M | 0.96% | 61,701 | 减持 |
| 20 | DGRO | ISHARES TR | $6.7M | 0.95% | 109,991 | 减持 |
| 21 | LMT | LOCKHEED MARTIN CORP | $6.7M | 0.94% | 13,725 | 增持 |
| 22 | JNJ | JOHNSON & JOHNSON | $6.6M | 0.93% | 45,697 | 减持 |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $6.6M | 0.93% | 115,446 | 减持 |
| 24 | WMT | WALMART INC | $6.0M | 0.85% | 66,708 | 减持 |
| 25 | ZTS | ZOETIS INC | $6.1M | 0.85% | 37,239 | 增持 |
来源：SEC 13F 申报文件 · 截至 2024-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR