Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2023 年第 3 季持倉
持倉截至 2023/9/30，2023/10/10 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 184
- 較 2023 年第 2 季 −1
- 總值
- $2.81 億
- 較 2023 年第 2 季 −$945.9 萬 (−3.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SYYSysco Corp | Stock | 3,068 | $20.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,977 | $20.3 萬 | 0.1% | −128−6.1% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 14,594 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,073 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| STTState Street Corp | COM | 3,210 | $21.5 萬 | 0.1% | +60+1.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,358 | $21.5 萬 | 0.1% | +2,358 | 新進 | – |
| TROWPrice T Rowe Group Inc | Stock | 2,144 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,143 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,058 | $22.7 萬 | 0.1% | −22,274−84.6% | 減碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 4,462 | $22.9 萬 | 0.1% | +4,462 | 新進 | – |
| DOWDow Inc. | Stock | 4,550 | $23.5 萬 | 0.1% | −100−2.2% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 8,070 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 921 | $24.4 萬 | 0.1% | −10−1.1% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,796 | $25.2 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,188 | $26.0 萬 | 0.1% | −52−0.8% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 606 | $26.0 萬 | 0.1% | +40+7.1% | 加碼 | – |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,609 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOVDOVER Corp | COM | 2,099 | $29.3 萬 | 0.1% | −34−1.6% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,030 | $30.1 萬 | 0.1% | −100−8.8% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,307 | $31.0 萬 | 0.1% | −1,740−24.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 1,033 | $31.2 萬 | 0.1% | +18+1.8% | 加碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $31.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 8,570 | $32.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,534 | $32.6 萬 | 0.1% | −640−29.4% | 減碼 | – |
| TXNTexas Instruments Inc | Stock | 2,082 | $33.1 萬 | 0.1% | +17+0.8% | 加碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 241 | $33.3 萬 | 0.1% | +27+12.6% | 加碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 5,274 | $33.5 萬 | 0.1% | −770−12.7% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 3,839 | $33.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,181 | $33.9 萬 | 0.1% | +110+1.8% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,890 | $35.2 萬 | 0.1% | −300−9.4% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 630 | $35.6 萬 | 0.1% | +35+5.9% | 加碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,853 | $35.6 萬 | 0.1% | −71−2.4% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,524 | $35.8 萬 | 0.1% | +50+3.4% | 加碼 | – |
| RVTYRevvity, Inc. | COM | 3,264 | $36.1 萬 | 0.1% | −740−18.5% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 10,280 | $36.5 萬 | 0.1% | −802−7.2% | 減碼 | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 4,011 | $37.6 萬 | 0.1% | −225−5.3% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 5,471 | $38.0 萬 | 0.1% | +370+7.3% | 加碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,508 | $38.1 萬 | 0.1% | −239−8.7% | 減碼 | – |
| DHRDanaher Corp | Stock | 1,566 | $38.9 萬 | 0.1% | +616+64.8% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,021 | $39.4 萬 | 0.1% | −20−1.9% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,383 | $39.6 萬 | 0.1% | +18+1.3% | 加碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,279 | $40.1 萬 | 0.1% | −3−0.1% | 減碼 | – |
| VZVerizon Communications Inc | Stock | 12,444 | $40.3 萬 | 0.1% | −12,976−51.0% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,710 | $40.4 萬 | 0.1% | +34+1.3% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,453 | $41.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,624 | $42.2 萬 | 0.2% | −189−3.9% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 12,811 | $42.5 萬 | 0.2% | −2,125−14.2% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,491 | $42.9 萬 | 0.2% | +797+29.6% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 7,870 | $43.4 萬 | 0.2% | −100−1.3% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,069 | $43.8 萬 | 0.2% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 2,407 | $46.1 萬 | 0.2% | −145−5.7% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,309 | $47.9 萬 | 0.2% | −10−0.2% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,908 | $47.9 萬 | 0.2% | −10−0.1% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 6,439 | $50.5 萬 | 0.2% | −164−2.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,551 | $51.9 萬 | 0.2% | +31+1.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 1,325 | $52.5 萬 | 0.2% | −35−2.6% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 171 | $52.7 萬 | 0.2% | −3−1.7% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 11,903 | $53.2 萬 | 0.2% | −204−1.7% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,963 | $54.7 萬 | 0.2% | −27−0.7% | 減碼 | – |
| LMTLockheed Martin Corp | Stock | 1,346 | $55.0 萬 | 0.2% | −5−0.4% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,358 | $56.4 萬 | 0.2% | −410−7.1% | 減碼 | – |
| DEDeere & Co | Stock | 1,494 | $56.4 萬 | 0.2% | −15−1.0% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,696 | $57.9 萬 | 0.2% | −78−4.4% | 減碼 | – |
| CCitigroup Inc | Stock | 14,310 | $58.9 萬 | 0.2% | −2,880−16.8% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,549 | $59.5 萬 | 0.2% | +89+2.0% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,897 | $60.4 萬 | 0.2% | −55−1.4% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,199 | $60.7 萬 | 0.2% | +219+22.3% | 加碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,400 | $61.7 萬 | 0.2% | −100−4.0% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,393 | $62.2 萬 | 0.2% | +212+6.7% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,781 | $62.4 萬 | 0.2% | −300−3.3% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 3,213 | $63.2 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 7,770 | $64.9 萬 | 0.2% | +7,770 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 10,696 | $68.1 萬 | 0.2% | +251+2.4% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,991 | $69.2 萬 | 0.2% | −159−7.4% | 減碼 | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 56,361 | $70.1 萬 | 0.2% | −70−0.1% | 減碼 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,625 | $71.1 萬 | 0.3% | +7,625 | 新進 | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 12,152 | $71.6 萬 | 0.3% | 00.0% | 不變 | – |
| LHLabcorp Holdings Inc. | COM NEW | 3,603 | $72.4 萬 | 0.3% | −23−0.6% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 4,578 | $73.2 萬 | 0.3% | +23+0.5% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,447 | $74.9 萬 | 0.3% | 00.0% | 不變 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,622 | $76.2 萬 | 0.3% | −124−1.8% | 減碼 | – |
| MCOMoodys Corp | Stock | 2,456 | $77.7 萬 | 0.3% | −20−0.8% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,408 | $78.7 萬 | 0.3% | +25+1.8% | 加碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 8,987 | $79.9 萬 | 0.3% | +20.0% | 加碼 | 歷史 |
| USFDUS Foods Holding Corp. | COM | 20,361 | $80.8 萬 | 0.3% | −395−1.9% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 7,329 | $81.0 萬 | 0.3% | −173−2.3% | 減碼 | 歷史 |
| BF.BBrown Forman Corp | Stock | 14,078 | $81.2 萬 | 0.3% | +246+1.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 4,809 | $81.5 萬 | 0.3% | +27+0.6% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,960 | $82.5 萬 | 0.3% | 00.0% | 不變 | – |
| GDGeneral Dynamics Corp | Stock | 3,733 | $82.5 萬 | 0.3% | −64−1.7% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,126 | $84.5 萬 | 0.3% | −53−0.6% | 減碼 | 歷史 |
| BAXBaxter International Inc | Stock | 22,415 | $84.6 萬 | 0.3% | +6,940+44.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 10,486 | $85.6 萬 | 0.3% | −217−2.0% | 減碼 | 歷史 |
| ADSKAutodesk, Inc. | COM | 4,153 | $85.9 萬 | 0.3% | +103+2.5% | 加碼 | 歷史 |
| MGMMGM Resorts International | Stock | 23,986 | $88.2 萬 | 0.3% | −692−2.8% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 3,476 | $88.6 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,864 | $91.1 萬 | 0.3% | −145−2.4% | 減碼 | – |
| ROSTRoss Stores, Inc. | COM | 8,160 | $92.2 萬 | 0.3% | −300−3.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 27,901 | $92.2 萬 | 0.3% | −1,935−6.5% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（5 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 2 季股數 | 2023 年第 2 季市值 | 2023 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| UPSUnited Parcel Service Inc | Stock | 4,345 | $77.9 萬 | 0.3% | 歷史 |
| AAPAdvance Auto Parts Inc | COM | 3,619 | $25.4 萬 | 0.1% | 歷史 |
| BALLBALL Corp | COM | 4,015 | $23.4 萬 | 0.1% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 7,793 | $22.2 萬 | 0.1% | 歷史 |
| MKCMcCormick & Co Inc | Stock | 2,510 | $21.9 萬 | 0.1% | 歷史 |