Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2022 年第 4 季持倉
持倉截至 2022/12/31，2023/1/11 申報。只含多頭部位，變化是跟 2022 年第 3 季比股數。
- 持股檔數
- 181
- 較 2022 年第 3 季 +11
- 總值
- $2.73 億
- 較 2022 年第 3 季 +$2,805 萬 (+11.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| BALLBALL Corp | COM | 4,015 | $20.5 萬 | 0.1% | +4,015 | 新進 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,510 | $20.8 萬 | 0.1% | +2,510 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 14,594 | $21.0 萬 | 0.1% | +14,594 | 新進 | – |
| GEGeneral Electric Co | Stock | 2,609 | $21.9 萬 | 0.1% | +2,609 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 586 | $22.5 萬 | 0.1% | +586 | 新進 | – |
| CGCarlyle Group Inc. | COM | 7,995 | $23.9 萬 | 0.1% | +7,995 | 新進 | 歷史 |
| BLKBlackRock, Inc. | COM | 344 | $24.4 萬 | 0.1% | −29−7.8% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 4,904 | $24.7 萬 | 0.1% | −137−2.7% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,354 | $25.7 萬 | 0.1% | +15+0.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 5,895 | $26.4 萬 | 0.1% | +5,895 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 591 | $27.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $28.4 萬 | 0.1% | −275−6.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,240 | $28.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,041 | $28.8 萬 | 0.1% | −654−24.3% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,207 | $29.7 萬 | 0.1% | −150−11.1% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,205 | $29.9 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,130 | $30.0 萬 | 0.1% | −70−5.8% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 973 | $31.4 萬 | 0.1% | +973 | 新進 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 8,416 | $31.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,015 | $32.1 萬 | 0.1% | −42−4.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,570 | $32.5 萬 | 0.1% | +2,000+30.4% | 加碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 434 | $32.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,065 | $34.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,384 | $34.3 萬 | 0.1% | −10−0.7% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,184 | $34.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTCIntel Corp | Stock | 13,762 | $36.4 萬 | 0.1% | −1,495−9.8% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 8,880 | $36.6 萬 | 0.1% | −3,670−29.2% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,924 | $37.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,269 | $37.8 萬 | 0.1% | −13−0.2% | 減碼 | – |
| BKNGBooking Holdings Inc. | Stock | 191 | $38.5 萬 | 0.1% | +27+16.5% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 717 | $39.5 萬 | 0.1% | +176+32.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,676 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,500 | $39.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 5,291 | $40.5 萬 | 0.1% | −170−3.1% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,816 | $42.7 萬 | 0.2% | −96−3.3% | 減碼 | – |
| FISFidelity National Information Services, Inc. | Stock | 6,490 | $44.0 萬 | 0.2% | −1,914−22.8% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,402 | $44.7 萬 | 0.2% | 00.0% | 不變 | – |
| RYRoyal Bank of Canada | Stock | 4,784 | $45.0 萬 | 0.2% | −165−3.3% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 5,441 | $45.3 萬 | 0.2% | +85+1.6% | 加碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,794 | $45.9 萬 | 0.2% | +365+25.5% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 4,214 | $46.3 萬 | 0.2% | +499+13.4% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,418 | $47.0 萬 | 0.2% | −20−1.4% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,221 | $47.1 萬 | 0.2% | +488+17.9% | 加碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 3,385 | $47.5 萬 | 0.2% | +3,385 | 新進 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,239 | $48.2 萬 | 0.2% | −285−3.8% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,293 | $49.0 萬 | 0.2% | +3,293 | 新進 | 歷史 |
| MAMastercard Inc | Stock | 1,410 | $49.0 萬 | 0.2% | +37+2.7% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,069 | $49.1 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,599 | $49.7 萬 | 0.2% | −145−5.3% | 減碼 | – |
| DGXQuest Diagnostics Inc | COM | 3,190 | $49.9 萬 | 0.2% | −155−4.6% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 6,263 | $51.5 萬 | 0.2% | −4,444−41.5% | 減碼 | – |
| WSMWilliams Sonoma Inc | COM | 4,498 | $51.7 萬 | 0.2% | −4,117−47.8% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 5,268 | $52.3 萬 | 0.2% | −40−0.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,477 | $53.3 萬 | 0.2% | −4,715−38.7% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,372 | $53.3 萬 | 0.2% | +212+18.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,675 | $55.4 萬 | 0.2% | −60−2.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 7,553 | $58.7 萬 | 0.2% | −7,137−48.6% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,215 | $61.2 萬 | 0.2% | −95−2.9% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,381 | $61.5 萬 | 0.2% | −145−3.2% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 4,512 | $61.7 萬 | 0.2% | −530−10.5% | 減碼 | 歷史 |
| MMM3M Co | Stock | 5,149 | $61.8 萬 | 0.2% | −56−1.1% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,281 | $63.8 萬 | 0.2% | −47−1.4% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 63,511 | $64.5 萬 | 0.2% | −30,994−32.8% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,351 | $65.7 萬 | 0.2% | +25+1.9% | 加碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,740 | $67.2 萬 | 0.2% | −73−1.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 8,957 | $68.5 萬 | 0.3% | +905+11.2% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,762 | $69.3 萬 | 0.3% | +205+4.5% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,408 | $69.5 萬 | 0.3% | −450−15.7% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,527 | $70.4 萬 | 0.3% | −438−14.8% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,581 | $71.5 萬 | 0.3% | −372−12.6% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,068 | $71.7 萬 | 0.3% | +320+3.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,683 | $72.2 萬 | 0.3% | −131−7.2% | 減碼 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,825 | $72.5 萬 | 0.3% | 00.0% | 不變 | – |
| ADSKAutodesk, Inc. | COM | 3,950 | $73.8 萬 | 0.3% | +1,350+51.9% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 21,868 | $74.4 萬 | 0.3% | −3,200−12.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 6,185 | $74.4 萬 | 0.3% | +2,944+90.8% | 加碼 | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 5,098 | $75.0 萬 | 0.3% | +796+18.5% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,445 | $78.9 萬 | 0.3% | −2,971−14.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 10,039 | $79.1 萬 | 0.3% | −420−4.0% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,475 | $81.8 萬 | 0.3% | +80+2.4% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,476 | $82.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,707 | $82.6 萬 | 0.3% | 00.0% | 不變 | – |
| UPSUnited Parcel Service Inc | Stock | 4,775 | $83.0 萬 | 0.3% | −252−5.0% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 12,690 | $83.3 萬 | 0.3% | +515+4.2% | 加碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,163 | $83.7 萬 | 0.3% | +1,737+27.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 8,775 | $85.5 萬 | 0.3% | +255+3.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,262 | $86.4 萬 | 0.3% | −375−3.0% | 減碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 4,284 | $87.3 萬 | 0.3% | +314+7.9% | 加碼 | – |
| TJXTJX Companies Inc | Stock | 11,255 | $89.6 萬 | 0.3% | −305−2.6% | 減碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 5,608 | $90.5 萬 | 0.3% | −72−1.3% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 2,128 | $91.9 萬 | 0.3% | +240+12.7% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,100 | $92.6 萬 | 0.3% | +1,134+22.8% | 加碼 | – |
| LYVLive Nation Entertainment, Inc. | COM | 13,340 | $93.0 萬 | 0.3% | +6,110+84.5% | 加碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 3,763 | $93.4 萬 | 0.3% | +286+8.2% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 28,051 | $94.1 萬 | 0.3% | −490−1.7% | 減碼 | 歷史 |
| Advisors Inner Circle FD III00775Y652 | STRATEGAS GBL PO | 40,009 | $94.3 萬 | 0.3% | +40,009 | 新進 | – |
| PMPhilip Morris International Inc. | Stock | 9,334 | $94.5 萬 | 0.3% | −45−0.5% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 27,066 | $94.7 萬 | 0.3% | −797−2.9% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 7,574 | $94.8 萬 | 0.3% | −113−1.5% | 減碼 | – |
2022 年第 3 季之後清倉（2 檔）
2022 年第 3 季季末還持有、這份申報已經沒有的部位。