Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/10 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 195
- 較 2024 年第 1 季 +2
- 總值
- $3.54 億
- 較 2024 年第 1 季 +$329.0 萬 (+0.9%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SABRSabre Corp | COM | 10,961 | $2.93 萬 | <0.1% | +10,961 | 新進 | 歷史 |
| CBChubb Ltd | Stock | 807 | $20.6 萬 | 0.1% | +30+3.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 14,594 | $21.5 萬 | 0.1% | 00.0% | 不變 | – |
| SYYSysco Corp | Stock | 3,071 | $21.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 6,405 | $23.5 萬 | 0.1% | 00.0% | 不變 | – |
| BALLBALL Corp | COM | 4,015 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DOWDow Inc. | Stock | 4,550 | $24.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,133 | $24.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FDXFedEx Corp | Stock | 826 | $24.8 萬 | 0.1% | −15−1.8% | 減碼 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,008 | $25.2 萬 | 0.1% | 00.0% | 不變 | – |
| CLXClorox Co | Stock | 2,009 | $27.4 萬 | 0.1% | +2,009 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 6,023 | $27.4 萬 | 0.1% | −229−3.7% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,373 | $27.8 萬 | 0.1% | −100−2.2% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 2,783 | $28.6 萬 | 0.1% | +71+2.6% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,765 | $28.6 萬 | 0.1% | −5−0.3% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 895 | $29.4 萬 | 0.1% | −60−6.3% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,800 | $29.8 萬 | 0.1% | −1,039−27.1% | 減碼 | 歷史 |
| RVTYRevvity, Inc. | COM | 2,854 | $29.9 萬 | 0.1% | −20−0.7% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $30.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,769 | $30.6 萬 | 0.1% | −19−1.1% | 減碼 | 歷史 |
| INTCIntel Corp | Stock | 9,995 | $31.0 萬 | 0.1% | −117−1.2% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,650 | $32.6 萬 | 0.1% | 00.0% | 不變 | – |
| HDHome Depot, Inc. | Stock | 1,023 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 6,200 | $35.4 萬 | 0.1% | −56−0.9% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,053 | $35.8 萬 | 0.1% | +24+1.2% | 加碼 | – |
| CGCarlyle Group Inc. | COM | 9,020 | $36.2 萬 | 0.1% | −75−0.8% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 2,050 | $37.0 萬 | 0.1% | −15−0.7% | 減碼 | 歷史 |
| YUMYum Brands Inc | Stock | 2,798 | $37.1 萬 | 0.1% | −25−0.9% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 9,276 | $38.3 萬 | 0.1% | −235−2.5% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,905 | $38.3 萬 | 0.1% | −300−5.8% | 減碼 | – |
| MDTMedtronic plc | Stock | 4,954 | $39.0 萬 | 0.1% | −738−13.0% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 237 | $39.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PFEPfizer Inc | Stock | 14,274 | $39.9 萬 | 0.1% | +1,610+12.7% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,065 | $40.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,560 | $40.4 萬 | 0.1% | +36+1.0% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,284 | $41.1 萬 | 0.1% | +61+1.2% | 加碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,029 | $41.5 萬 | 0.1% | −225−6.9% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,557 | $41.7 萬 | 0.1% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 2,299 | $41.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEGeneral Electric Co | Stock | 2,709 | $43.1 萬 | 0.1% | −78−2.8% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,144 | $43.2 萬 | 0.1% | 00.0% | 不變 | – |
| Capital Group Intl Focus EQT14019W109 | SHS CREAT UNIT | 17,137 | $44.1 萬 | 0.1% | +3,063+21.8% | 加碼 | – |
| MMM3M Co | Stock | 4,453 | $45.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,030 | $45.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,825 | $46.3 萬 | 0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 9,754 | $47.8 萬 | 0.1% | −440−4.3% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,468 | $48.5 萬 | 0.1% | −26−1.7% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,417 | $48.5 萬 | 0.1% | +421+6.0% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 971 | $48.8 萬 | 0.1% | −35−3.5% | 減碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 7,793 | $49.2 萬 | 0.1% | −7−0.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,905 | $50.7 萬 | 0.1% | +114+6.4% | 加碼 | – |
| NTRSNorthern Trust Corp | COM | 6,103 | $51.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 628 | $53.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,452 | $55.5 萬 | 0.2% | −66−2.6% | 減碼 | 歷史 |
| BIIBBiogen Inc. | COM | 2,400 | $55.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CMICummins Inc | Stock | 2,017 | $55.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,497 | $55.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 14,985 | $57.6 萬 | 0.2% | +14,985 | 新進 | – |
| WECWec Energy Group, Inc. | Stock | 7,598 | $59.6 萬 | 0.2% | +1,795+30.9% | 加碼 | 歷史 |
| DHRDanaher Corp | Stock | 2,401 | $60.0 萬 | 0.2% | +10+0.4% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 156 | $61.8 萬 | 0.2% | −5−3.1% | 減碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,335 | $62.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AXPAmerican Express Co | Stock | 2,710 | $62.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,947 | $63.3 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,465 | $64.9 萬 | 0.2% | −500−6.3% | 減碼 | – |
| MAMastercard Inc | Stock | 1,495 | $66.0 萬 | 0.2% | −52−3.4% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,801 | $67.7 萬 | 0.2% | −178−6.0% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 10,393 | $68.5 萬 | 0.2% | −303−2.8% | 減碼 | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 5,035 | $69.6 萬 | 0.2% | −203−3.9% | 減碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,519 | $70.3 萬 | 0.2% | +500+12.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,724 | $74.6 萬 | 0.2% | −135−3.5% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,958 | $78.8 萬 | 0.2% | −180−4.3% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 25,044 | $80.7 萬 | 0.2% | −5,433−17.8% | 減碼 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,442 | $81.9 萬 | 0.2% | −19−0.3% | 減碼 | – |
| LHLabcorp Holdings Inc. | Stock | 4,072 | $82.9 萬 | 0.2% | +355+9.6% | 加碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 8,554 | $83.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| EFXEquifax Inc | COM | 3,425 | $83.0 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 11,061 | $83.4 萬 | 0.2% | −899−7.5% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 21,121 | $83.9 萬 | 0.2% | −1,295−5.8% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,523 | $84.2 萬 | 0.2% | +139+10.0% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 13,376 | $84.9 萬 | 0.2% | −30−0.2% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,830 | $85.8 萬 | 0.2% | −20−1.1% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 3,325 | $86.2 萬 | 0.2% | +77+2.4% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,447 | $86.6 萬 | 0.2% | 00.0% | 不變 | – |
| SWKStanley Black & Decker, Inc. | COM | 11,103 | $88.7 萬 | 0.3% | +813+7.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,924 | $90.4 萬 | 0.3% | −165−1.8% | 減碼 | 歷史 |
| WMTWalmart Inc. | Stock | 13,622 | $92.2 萬 | 0.3% | −30−0.2% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 5,087 | $92.7 萬 | 0.3% | −572−10.1% | 減碼 | 歷史 |
| Janus Detroit STR Tr47103U100 | HENDERSN CAP ETF | 15,704 | $92.7 萬 | 0.3% | +1,481+10.4% | 加碼 | – |
| SLBSLB Limited | Stock | 19,683 | $92.9 萬 | 0.3% | +565+3.0% | 加碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 13,679 | $93.2 萬 | 0.3% | −348−2.5% | 減碼 | – |
| BAXBaxter International Inc | Stock | 27,945 | $93.5 萬 | 0.3% | +1,190+4.4% | 加碼 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,945 | $95.5 萬 | 0.3% | −15−0.4% | 減碼 | – |
| KMXCarMax Inc | COM | 13,250 | $97.2 萬 | 0.3% | +13,250 | 新進 | 歷史 |
| MSMorgan Stanley | Stock | 10,168 | $98.8 萬 | 0.3% | −44−0.4% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,154 | $98.9 萬 | 0.3% | +350+5.1% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,355 | $99.1 萬 | 0.3% | −32−1.3% | 減碼 | 歷史 |
| TJXTJX Companies Inc | Stock | 9,039 | $99.5 萬 | 0.3% | −190−2.1% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,938 | $99.6 萬 | 0.3% | +2,938 | 新進 | 歷史 |
| TGTTarget Corp | Stock | 6,804 | $100.7 萬 | 0.3% | −323−4.5% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（4 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| GTGoodyear Tire & Rubber Co | COM | 49,336 | $67.7 萬 | 0.2% | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 606 | $31.9 萬 | 0.1% | – |
| SCHWSchwab Charles Corp | Stock | 4,050 | $29.3 萬 | 0.1% | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,625 | $20.4 萬 | 0.1% | – |