Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/13 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 185
- 較 2023 年第 1 季 +2
- 總值
- $2.91 億
- 較 2023 年第 1 季 +$1,104 萬 (+3.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 14,594 | $20.9 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,073 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
| MKCMcCormick & Co Inc | Stock | 2,510 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,793 | $22.2 萬 | 0.1% | −201−2.5% | 減碼 | 歷史 |
| SYYSysco Corp | Stock | 3,068 | $22.8 萬 | 0.1% | −5,598−64.6% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 950 | $22.8 萬 | 0.1% | +950 | 新進 | 歷史 |
| STTState Street Corp | COM | 3,150 | $23.1 萬 | 0.1% | +3,150 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 931 | $23.1 萬 | 0.1% | −10−1.1% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 4,015 | $23.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,105 | $24.0 萬 | 0.1% | −680−24.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,794 | $24.0 萬 | 0.1% | −34−1.9% | 減碼 | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 2,144 | $24.0 萬 | 0.1% | −150−6.5% | 減碼 | 歷史 |
| DOWDow Inc. | Stock | 4,650 | $24.8 萬 | 0.1% | −190−3.9% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 566 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| AAPAdvance Auto Parts Inc | COM | 3,619 | $25.4 萬 | 0.1% | −930−20.4% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 8,070 | $25.8 萬 | 0.1% | −125−1.5% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,143 | $25.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 214 | $27.5 萬 | 0.1% | −220−50.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,240 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,609 | $28.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 2,133 | $31.5 萬 | 0.1% | −59−2.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,015 | $31.5 萬 | 0.1% | −8−0.8% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $31.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 595 | $32.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,570 | $33.9 萬 | 0.1% | 00.0% | 不變 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 2,694 | $33.9 萬 | 0.1% | +625+30.2% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,071 | $34.4 萬 | 0.1% | −455−7.0% | 減碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 4,236 | $35.7 萬 | 0.1% | −548−11.5% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,474 | $36.1 萬 | 0.1% | +20+1.4% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 3,839 | $36.7 萬 | 0.1% | −315−7.6% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 11,082 | $37.1 萬 | 0.1% | −1,340−10.8% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,065 | $37.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,101 | $37.8 萬 | 0.1% | +5,101 | 新進 | 歷史 |
| CICigna Group | Stock | 1,365 | $38.3 萬 | 0.1% | +30+2.2% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,130 | $38.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 7,970 | $39.6 萬 | 0.1% | −300−3.6% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 6,044 | $40.3 萬 | 0.1% | −195−3.1% | 減碼 | – |
| YUMYum Brands Inc | Stock | 2,924 | $40.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,282 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| TYLTyler Technologies Inc | COM | 1,041 | $43.4 萬 | 0.1% | −13−1.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,747 | $43.4 萬 | 0.1% | +10.0% | 加碼 | – |
| MMM3M Co | Stock | 4,453 | $44.6 萬 | 0.2% | −374−7.7% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,190 | $44.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,069 | $46.1 萬 | 0.2% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 2,676 | $46.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 174 | $47.0 萬 | 0.2% | −16−8.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,047 | $47.0 萬 | 0.2% | −1,010−12.5% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 4,004 | $47.6 萬 | 0.2% | −40−1.0% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,813 | $47.7 萬 | 0.2% | −85−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,174 | $47.9 萬 | 0.2% | −290−11.8% | 減碼 | – |
| MDLZMondelez International, Inc. | Stock | 6,918 | $50.5 萬 | 0.2% | −126−1.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 980 | $51.1 萬 | 0.2% | +273+38.6% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,319 | $51.4 萬 | 0.2% | +177+4.3% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,520 | $51.6 萬 | 0.2% | −30−1.2% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,952 | $51.9 萬 | 0.2% | −275−6.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,460 | $53.4 萬 | 0.2% | −40−0.9% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,360 | $53.5 萬 | 0.2% | −30−2.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 2,552 | $53.9 萬 | 0.2% | −253−9.0% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 14,936 | $54.8 萬 | 0.2% | −14,498−49.3% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,990 | $56.7 萬 | 0.2% | −292−6.8% | 減碼 | – |
| MDTMedtronic plc | Stock | 6,603 | $58.2 萬 | 0.2% | −349−5.0% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,213 | $59.0 萬 | 0.2% | −25−0.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,509 | $61.1 萬 | 0.2% | −18−1.2% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,768 | $61.3 萬 | 0.2% | −440−7.1% | 減碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 1,774 | $61.4 萬 | 0.2% | −55−3.0% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,351 | $62.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DDominion Energy, Inc | Stock | 12,107 | $62.7 萬 | 0.2% | −12,497−50.8% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,445 | $66.7 萬 | 0.2% | −386−3.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 9,081 | $70.0 萬 | 0.2% | −155−1.7% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 15,475 | $70.5 萬 | 0.2% | +15,475 | 新進 | 歷史 |
| BIIBBiogen Inc. | COM | 2,500 | $71.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 4,555 | $71.6 萬 | 0.2% | −155−3.3% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,181 | $74.8 萬 | 0.3% | −15−0.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,150 | $75.7 萬 | 0.3% | −200−8.5% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,985 | $76.2 萬 | 0.3% | −246−2.7% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 56,431 | $77.2 萬 | 0.3% | −1,626−2.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,383 | $77.7 萬 | 0.3% | +1+0.1% | 加碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,345 | $77.9 萬 | 0.3% | −257−5.6% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 17,190 | $79.1 萬 | 0.3% | −215−1.2% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,152 | $79.5 萬 | 0.3% | −60−0.5% | 減碼 | – |
| GDGeneral Dynamics Corp | Stock | 3,797 | $81.7 萬 | 0.3% | −50−1.3% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,746 | $82.7 萬 | 0.3% | −829−10.9% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 4,050 | $82.9 萬 | 0.3% | +64+1.6% | 加碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,205 | $83.8 萬 | 0.3% | +9,919+157.8% | 加碼 | – |
| MCOMoodys Corp | Stock | 2,476 | $86.1 萬 | 0.3% | −15−0.6% | 減碼 | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 4,417 | $86.7 萬 | 0.3% | +239+5.7% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,960 | $87.2 萬 | 0.3% | −10−0.3% | 減碼 | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,447 | $87.2 萬 | 0.3% | −220−1.4% | 減碼 | – |
| LHLabcorp Holdings Inc. | COM NEW | 3,626 | $87.5 萬 | 0.3% | +37+1.0% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,782 | $89.3 萬 | 0.3% | −35−0.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,179 | $89.6 萬 | 0.3% | −155−1.7% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 18,359 | $90.2 萬 | 0.3% | −155−0.8% | 減碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 20,756 | $91.3 萬 | 0.3% | −734−3.4% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,703 | $91.4 萬 | 0.3% | −287−2.6% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,476 | $92.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| BF.BBrown Forman Corp | Stock | 13,832 | $92.4 萬 | 0.3% | −475−3.3% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 25,420 | $94.5 萬 | 0.3% | −5,021−16.5% | 減碼 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 8,460 | $94.9 萬 | 0.3% | −150−1.7% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 8,573 | $96.9 萬 | 0.3% | −59−0.7% | 減碼 | 歷史 |
2023 年第 1 季之後清倉（2 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。