Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/20 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 183
- 較 2022 年第 4 季 +2
- 總值
- $2.80 億
- 較 2022 年第 4 季 +$687.7 萬 (+2.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| ADSKAutodesk, Inc. | COM | 3,986 | $83.0 萬 | 0.3% | +36+0.9% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,212 | $82.7 萬 | 0.3% | −50−0.4% | 減碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 3,589 | $82.3 萬 | 0.3% | +114+3.3% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 17,405 | $81.6 萬 | 0.3% | −40−0.2% | 減碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,817 | $79.7 萬 | 0.3% | +55+1.2% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 21,490 | $79.4 萬 | 0.3% | −378−1.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,476 | $78.1 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 2,491 | $76.2 萬 | 0.3% | −36−1.4% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,831 | $74.3 萬 | 0.3% | +763+7.6% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,350 | $74.0 萬 | 0.3% | −58−2.4% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,231 | $72.3 萬 | 0.3% | −2,024−18.0% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,500 | $69.5 萬 | 0.2% | −81−3.1% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,710 | $69.4 萬 | 0.2% | −30−0.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,236 | $69.4 萬 | 0.2% | −803−8.0% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 8,666 | $66.9 萬 | 0.2% | −291−3.2% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,196 | $64.8 萬 | 0.2% | −85−2.6% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,382 | $64.2 萬 | 0.2% | +10+0.7% | 加碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 58,057 | $64.0 萬 | 0.2% | −5,454−8.6% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,351 | $63.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,527 | $63.0 萬 | 0.2% | −156−9.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,057 | $61.2 萬 | 0.2% | +580+7.8% | 加碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 6,208 | $60.0 萬 | 0.2% | −55−0.9% | 減碼 | – |
| BABoeing Co | Stock | 2,805 | $59.6 萬 | 0.2% | −410−12.8% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,282 | $59.1 萬 | 0.2% | −99−2.3% | 減碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 4,227 | $57.1 萬 | 0.2% | −285−6.3% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,952 | $56.0 萬 | 0.2% | −601−8.0% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,829 | $55.7 萬 | 0.2% | +35+2.0% | 加碼 | – |
| AAPAdvance Auto Parts Inc | COM | 4,549 | $55.3 萬 | 0.2% | −549−10.8% | 減碼 | 歷史 |
| WSMWilliams Sonoma Inc | COM | 4,458 | $54.2 萬 | 0.2% | −40−0.9% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 4,044 | $53.9 萬 | 0.2% | +659+19.5% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,238 | $53.8 萬 | 0.2% | −55−1.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,142 | $52.8 萬 | 0.2% | −72−1.7% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,550 | $51.3 萬 | 0.2% | −125−4.7% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,898 | $51.0 萬 | 0.2% | −370−7.0% | 減碼 | 歷史 |
| MMM3M Co | Stock | 4,827 | $50.7 萬 | 0.2% | −322−6.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,390 | $50.5 萬 | 0.2% | −20−1.4% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 190 | $50.4 萬 | 0.2% | −1−0.5% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,464 | $50.3 萬 | 0.2% | −135−5.2% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 7,044 | $49.1 萬 | 0.2% | −195−2.7% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,069 | $47.7 萬 | 0.2% | 00.0% | 不變 | – |
| GOOGLAlphabet Inc. | Stock | 4,500 | $46.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,190 | $45.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,676 | $44.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,282 | $42.4 萬 | 0.2% | −120−3.5% | 減碼 | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 434 | $42.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,746 | $41.8 萬 | 0.1% | −70−2.5% | 減碼 | – |
| ATVIActivision Blizzard, Inc. | COM | 4,784 | $40.9 萬 | 0.1% | −507−9.6% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 707 | $40.7 萬 | 0.1% | −10−1.4% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 12,422 | $40.6 萬 | 0.1% | −1,340−9.7% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,154 | $39.7 萬 | 0.1% | −630−13.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,239 | $38.9 萬 | 0.1% | −30−0.5% | 減碼 | – |
| YUMYum Brands Inc | Stock | 2,924 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,065 | $38.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 8,270 | $37.8 萬 | 0.1% | −610−6.9% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,054 | $37.4 萬 | 0.1% | +81+8.3% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $36.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,454 | $34.7 萬 | 0.1% | +70+5.1% | 加碼 | – |
| SCHWSchwab Charles Corp | Stock | 6,526 | $34.2 萬 | 0.1% | +1,085+19.9% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,335 | $34.1 萬 | 0.1% | −83−5.9% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,570 | $33.8 萬 | 0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 2,192 | $33.3 萬 | 0.1% | −13−0.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,023 | $30.2 萬 | 0.1% | +8+0.8% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,286 | $30.1 萬 | 0.1% | +391+6.6% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 595 | $29.6 萬 | 0.1% | +4+0.7% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $29.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,130 | $28.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,240 | $27.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,994 | $27.6 萬 | 0.1% | −422−5.0% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,785 | $27.3 萬 | 0.1% | +2,785 | 新進 | 歷史 |
| DOWDow Inc. | Stock | 4,840 | $26.5 萬 | 0.1% | −64−1.3% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,069 | $26.3 萬 | 0.1% | −115−5.3% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,294 | $25.9 萬 | 0.1% | −60−2.5% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 8,195 | $25.5 萬 | 0.1% | +200+2.5% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,609 | $24.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,143 | $24.2 萬 | 0.1% | −64−5.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,828 | $24.0 萬 | 0.1% | −213−10.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 566 | $23.3 萬 | 0.1% | −20−3.4% | 減碼 | – |
| BLKBlackRock, Inc. | COM | 344 | $23.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BALLBALL Corp | COM | 4,015 | $22.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 941 | $21.5 萬 | 0.1% | +941 | 新進 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 14,594 | $21.2 萬 | 0.1% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 2,510 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,073 | $20.0 萬 | 0.1% | +1,073 | 新進 | – |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。