Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2022 年第 3 季持倉
持倉截至 2022/9/30，2022/10/19 申報。只含多頭部位，變化是跟 2022 年第 2 季比股數。
- 持股檔數
- 170
- 較 2022 年第 2 季 0
- 總值
- $2.45 億
- 較 2022 年第 2 季 −$1,197 萬 (−4.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BLKBlackRock, Inc. | COM | 373 | $20.5 萬 | 0.1% | −20−5.1% | 減碼 | 歷史 |
| WRKWestRock Co | COM | 7,005 | $21.6 萬 | 0.1% | −4,430−38.7% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 5,041 | $22.1 萬 | 0.1% | −98−1.9% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,200 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,570 | $22.9 萬 | 0.1% | 00.0% | 不變 | – |
| TROWPrice T Rowe Group Inc | Stock | 2,339 | $24.6 萬 | 0.1% | +130+5.9% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,240 | $25.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 2,210 | $25.8 萬 | 0.1% | +195+9.7% | 加碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,416 | $26.4 萬 | 0.1% | +8,416 | 新進 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 164 | $26.9 萬 | 0.1% | +15+10.1% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 4,080 | $27.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 541 | $27.4 萬 | 0.1% | +541 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 591 | $27.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,357 | $28.4 萬 | 0.1% | −35−2.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,057 | $29.2 萬 | 0.1% | −187−15.0% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,924 | $31.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,394 | $31.2 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 2,695 | $32.0 萬 | 0.1% | +1,005+59.5% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,065 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,184 | $32.6 萬 | 0.1% | +25+1.2% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 2,733 | $33.2 萬 | 0.1% | +2,733 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,282 | $33.9 萬 | 0.1% | −540−7.9% | 減碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 434 | $34.6 萬 | 0.1% | −10−2.3% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,429 | $35.7 萬 | 0.1% | +94+7.0% | 加碼 | – |
| AXPAmerican Express Co | Stock | 2,676 | $36.1 萬 | 0.1% | −95−3.4% | 減碼 | 歷史 |
| VYXNCR Voyix Corp | COM | 19,353 | $36.8 萬 | 0.2% | −1,055−5.2% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,356 | $38.5 萬 | 0.2% | +1,040+24.1% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,373 | $39.0 萬 | 0.2% | +38+2.8% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 15,257 | $39.3 萬 | 0.2% | −70−0.5% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,912 | $39.6 萬 | 0.2% | −59−2.0% | 減碼 | – |
| iShares Tr464287556 | ISHARES BIOTECH | 3,402 | $39.8 萬 | 0.2% | −135−3.8% | 減碼 | – |
| CICigna Group | Stock | 1,438 | $39.9 萬 | 0.2% | −7−0.5% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,310 | $40.1 萬 | 0.2% | −250−7.0% | 減碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 5,461 | $40.6 萬 | 0.2% | −516−8.6% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,345 | $41.0 萬 | 0.2% | −40−1.2% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,524 | $41.3 萬 | 0.2% | −575−7.1% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,715 | $42.0 萬 | 0.2% | +37+1.0% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,500 | $43.0 萬 | 0.2% | 00.0% | 不變依 20 比 1 拆股換算 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,069 | $43.6 萬 | 0.2% | 00.0% | 不變 | – |
| NOWServiceNow, Inc. | Stock | 1,160 | $43.8 萬 | 0.2% | +97+9.1% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,241 | $44.0 萬 | 0.2% | −4,850−59.9% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 12,550 | $44.6 萬 | 0.2% | −1,400−10.0% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,949 | $44.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,308 | $44.7 萬 | 0.2% | +8+0.2% | 加碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,600 | $48.6 萬 | 0.2% | +2,600 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,744 | $49.3 萬 | 0.2% | −236−7.9% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,326 | $51.2 萬 | 0.2% | −7−0.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,735 | $53.3 萬 | 0.2% | −44−1.6% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 9,748 | $53.7 萬 | 0.2% | +2,865+41.6% | 加碼 | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 7,230 | $55.0 萬 | 0.2% | +7,230 | 新進 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,526 | $55.9 萬 | 0.2% | −16−0.4% | 減碼 | – |
| SYYSysco Corp | Stock | 8,052 | $56.9 萬 | 0.2% | −160−1.9% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,328 | $57.1 萬 | 0.2% | +135+4.2% | 加碼 | 歷史 |
| MMM3M Co | Stock | 5,205 | $57.5 萬 | 0.2% | −192−3.6% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 6,426 | $58.1 萬 | 0.2% | +6,426 | 新進 | 歷史 |
| DEDeere & Co | Stock | 1,814 | $60.6 萬 | 0.2% | −61−3.3% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 5,042 | $60.7 萬 | 0.2% | −57−1.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,813 | $62.4 萬 | 0.3% | +275+6.1% | 加碼 | 歷史 |
| LRCXLam Research Corp | COM | 1,726 | $63.2 萬 | 0.3% | +126+7.9% | 加碼 | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 8,404 | $63.5 萬 | 0.3% | −1,110−11.7% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,557 | $65.8 萬 | 0.3% | +320+7.6% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 25,068 | $66.3 萬 | 0.3% | +375+1.5% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,966 | $67.1 萬 | 0.3% | +770+18.4% | 加碼 | – |
| AAPAdvance Auto Parts Inc | COM | 4,302 | $67.3 萬 | 0.3% | −277−6.0% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,888 | $67.9 萬 | 0.3% | +33+1.8% | 加碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,825 | $69.2 萬 | 0.3% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | COM NEW | 3,395 | $69.5 萬 | 0.3% | +5+0.1% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,520 | $69.8 萬 | 0.3% | +278+3.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,476 | $71.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| TJXTJX Companies Inc | Stock | 11,560 | $71.8 萬 | 0.3% | −74−0.6% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,965 | $72.1 萬 | 0.3% | +50+1.7% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 3,364 | $72.4 萬 | 0.3% | +1,491+79.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,459 | $73.5 萬 | 0.3% | −414−3.8% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 20,632 | $74.1 萬 | 0.3% | +50.0% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,707 | $74.1 萬 | 0.3% | −1,368−8.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,970 | $74.6 萬 | 0.3% | 00.0% | 不變 | – |
| ROSTRoss Stores, Inc. | COM | 8,875 | $74.8 萬 | 0.3% | +185+2.1% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,477 | $75.1 萬 | 0.3% | +188+5.7% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,379 | $77.9 萬 | 0.3% | −95−1.0% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,953 | $78.8 萬 | 0.3% | −78−2.6% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 12,175 | $81.0 萬 | 0.3% | −105−0.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,027 | $81.2 萬 | 0.3% | −140−2.7% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 27,863 | $81.7 萬 | 0.3% | −9,947−26.3% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,858 | $82.8 萬 | 0.3% | −205−6.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,637 | $82.8 萬 | 0.3% | −175−1.4% | 減碼 | – |
| MGMMGM Resorts International | Stock | 28,541 | $84.8 萬 | 0.3% | −619−2.1% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 20,416 | $85.1 萬 | 0.3% | −7,093−25.8% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 10,262 | $85.3 萬 | 0.3% | +975+10.5% | 加碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,687 | $85.7 萬 | 0.4% | +16+0.2% | 加碼 | – |
| Vanguard Communication Services ETF92204A884 | ETF | 10,707 | $88.2 萬 | 0.4% | +7,620+246.8% | 加碼 | – |
| GDGeneral Dynamics Corp | Stock | 4,301 | $91.3 萬 | 0.4% | −132−3.0% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,971 | $91.6 萬 | 0.4% | −69−1.7% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 5,680 | $93.7 萬 | 0.4% | +90+1.6% | 加碼 | 歷史 |
| GRMNGarmin Ltd | SHS | 11,817 | $94.9 萬 | 0.4% | +1,990+20.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 12,050 | $95.2 萬 | 0.4% | −125−1.0% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 94,505 | $95.4 萬 | 0.4% | −21,370−18.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,937 | $99.1 萬 | 0.4% | −65−1.1% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 20,035 | $101.0 萬 | 0.4% | −466−2.3% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 8,615 | $101.5 萬 | 0.4% | +165+2.0% | 加碼 | 歷史 |
2022 年第 2 季之後清倉（7 檔）
2022 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 2 季股數 | 2022 年第 2 季市值 | 2022 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 17,972 | $76.6 萬 | 0.3% | 歷史 |
| Paramount Global92556H206 | CL B | 22,585 | $55.7 萬 | 0.2% | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 7,585 | $40.9 萬 | 0.2% | 歷史 |
| BALLBALL Corp | COM | 4,015 | $27.6 萬 | 0.1% | 歷史 |
| TWLOTwilio Inc | CL A | 3,296 | $27.6 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 1,009 | $22.9 萬 | 0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,510 | $20.9 萬 | 0.1% | 歷史 |