Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 203
- 較 2025 年第 2 季 +1
- 總值
- $4.42 億
- 較 2025 年第 2 季 +$3,539 萬 (+8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SABRSabre Corp | COM | 10,579 | $1.94 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 10,147 | $14.8 萬 | <0.1% | 00.0% | 不變 | – |
| CCICrown Castle Inc. | REIT | 2,139 | $20.6 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 2,572 | $21.3 萬 | <0.1% | +2,572 | 新進 | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,620 | $22.6 萬 | 0.1% | −59−3.5% | 減碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,328 | $22.7 萬 | 0.1% | +66+0.8% | 加碼 | – |
| SYYSysco Corp | Stock | 2,842 | $23.4 萬 | 0.1% | −50−1.7% | 減碼 | 歷史 |
| TTTrane Technologies plc | SHS | 583 | $24.6 萬 | 0.1% | −312−34.9% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 872 | $24.6 萬 | 0.1% | +872 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,753 | $24.8 萬 | 0.1% | +3,753 | 新進 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,163 | $25.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 5,207 | $25.2 萬 | 0.1% | −1,450−21.8% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,905 | $26.1 萬 | 0.1% | −202−6.5% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 8,459 | $26.9 萬 | 0.1% | +699+9.0% | 加碼 | – |
| AMDAdvanced Micro Devices Inc | Stock | 1,671 | $27.0 萬 | 0.1% | −630−27.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,228 | $28.0 萬 | 0.1% | +4,228 | 新進 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $28.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TYLTyler Technologies Inc | COM | 569 | $29.8 萬 | 0.1% | +32+6.0% | 加碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,625 | $29.9 萬 | 0.1% | +231+9.6% | 加碼 | – |
| NSCNorfolk Southern Corp | Stock | 997 | $30.0 萬 | 0.1% | −6−0.6% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,750 | $31.2 萬 | 0.1% | −200−3.4% | 減碼 | 歷史 |
| DOVDOVER Corp | COM | 1,895 | $31.6 萬 | 0.1% | −30−1.6% | 減碼 | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 3,544 | $33.4 萬 | 0.1% | +56+1.6% | 加碼 | – |
| SJMJ M SMUCKER Co | Stock | 3,162 | $34.3 萬 | 0.1% | +550+21.1% | 加碼 | 歷史 |
| FLEXFlex Ltd. | Stock | 5,929 | $34.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,871 | $36.3 萬 | 0.1% | +1,010+35.3% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 812 | $36.3 萬 | 0.1% | −168−17.1% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 912 | $36.9 萬 | 0.1% | +44+5.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 8,643 | $38.0 萬 | 0.1% | +1,400+19.3% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 6,393 | $38.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 2,518 | $38.3 萬 | 0.1% | +4+0.2% | 加碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,279 | $39.2 萬 | 0.1% | +2,000+46.7% | 加碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,356 | $39.3 萬 | 0.1% | −39−0.5% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 5,019 | $40.1 萬 | 0.1% | −511−9.2% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,545 | $40.4 萬 | 0.1% | −75−1.6% | 減碼 | – |
| RYRoyal Bank of Canada | Stock | 2,800 | $41.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RIORio Tinto PLC | ADR | 6,319 | $41.7 萬 | 0.1% | −206−3.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,049 | $41.7 萬 | 0.1% | +18+0.9% | 加碼 | – |
| CICigna Group | Stock | 1,468 | $42.3 萬 | 0.1% | +248+20.3% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 6,768 | $42.4 萬 | 0.1% | −502−6.9% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 3,036 | $43.8 萬 | 0.1% | −110−3.5% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,368 | $44.9 萬 | 0.1% | 00.0% | 不變 | – |
| IBMInternational Business Machines Corp | Stock | 1,670 | $47.1 萬 | 0.1% | −91−5.2% | 減碼 | 歷史 |
| HSYHershey Co | COM | 2,545 | $47.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 775 | $47.7 萬 | 0.1% | +38+5.2% | 加碼 | 歷史 |
| American Centy ETF Tr025072133 | AVAN US VALU ETF | 7,059 | $48.6 萬 | 0.1% | +950+15.6% | 加碼 | – |
| FANGDiamondback Energy, Inc. | Stock | 3,418 | $48.9 萬 | 0.1% | −17−0.5% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 15,522 | $49.5 萬 | 0.1% | +458+3.0% | 加碼 | – |
| DGXQuest Diagnostics Inc | COM | 2,684 | $51.2 萬 | 0.1% | −25−0.9% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 953 | $52.1 萬 | 0.1% | −82−7.9% | 減碼 | 歷史 |
| SLBSLB Limited | Stock | 15,382 | $52.9 萬 | 0.1% | −2,197−12.5% | 減碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,140 | $53.7 萬 | 0.1% | +255+6.6% | 加碼 | – |
| UNPUnion Pacific Corp | Stock | 2,290 | $54.1 萬 | 0.1% | +530+30.1% | 加碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,825 | $54.4 萬 | 0.1% | 00.0% | 不變 | – |
| DDominion Energy, Inc | Stock | 9,110 | $55.7 萬 | 0.1% | +1,481+19.4% | 加碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,318 | $60.4 萬 | 0.1% | −7−0.3% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 115 | $62.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,758 | $62.5 萬 | 0.1% | −30−0.8% | 減碼 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 3,411 | $63.8 萬 | 0.1% | −952−21.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,400 | $64.0 萬 | 0.1% | −65−4.4% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 4,815 | $64.8 萬 | 0.1% | −159−3.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 3,047 | $65.8 萬 | 0.1% | +1,048+52.4% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 15,343 | $65.9 萬 | 0.1% | +242+1.6% | 加碼 | – |
| MGMMGM Resorts International | Stock | 19,092 | $66.2 萬 | 0.1% | −4,397−18.7% | 減碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q206 | PRICE EQT INCOME | 15,499 | $68.0 萬 | 0.2% | +1,089+7.6% | 加碼 | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,736 | $68.0 萬 | 0.2% | +8+0.5% | 加碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,976 | $68.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,921 | $68.9 萬 | 0.2% | −114−2.3% | 減碼 | – |
| MMM3M Co | Stock | 4,453 | $69.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CLXClorox Co | Stock | 5,639 | $69.5 萬 | 0.2% | +580+11.5% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 16,925 | $71.7 萬 | 0.2% | +1,895+12.6% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,380 | $72.3 萬 | 0.2% | +983+70.4% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 16,105 | $72.6 萬 | 0.2% | +477+3.1% | 加碼 | 歷史 |
| CVSCVS Health Corp | Stock | 9,655 | $72.8 萬 | 0.2% | −143−1.5% | 減碼 | 歷史 |
| Elevation Series Trust210322673 | RIVE ACTI IN ETF | 90,063 | $73.8 萬 | 0.2% | +90,063 | 新進 | – |
| ASMLASML Holding NV | ADR | 788 | $76.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,092 | $76.3 萬 | 0.2% | +80+2.0% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 6,680 | $76.8 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,351 | $76.8 萬 | 0.2% | +8+0.6% | 加碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,150 | $77.0 萬 | 0.2% | +158+15.9% | 加碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 2,825 | $77.0 萬 | 0.2% | +708+33.4% | 加碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,670 | $80.3 萬 | 0.2% | +283+11.9% | 加碼 | 歷史 |
| CMICummins Inc | Stock | 1,908 | $80.6 萬 | 0.2% | −25−1.3% | 減碼 | 歷史 |
| EFXEquifax Inc | COM | 3,199 | $82.1 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,496 | $83.3 萬 | 0.2% | +270+8.4% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,190 | $84.2 萬 | 0.2% | +46+1.1% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 7,037 | $87.5 萬 | 0.2% | +124+1.8% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 4,188 | $88.2 萬 | 0.2% | −329−7.3% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,781 | $89.2 萬 | 0.2% | +4+0.1% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,688 | $89.3 萬 | 0.2% | +689+34.5% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,643 | $94.0 萬 | 0.2% | +6,721+75.3% | 加碼 | – |
| KMXCarMax Inc | COM | 21,213 | $95.2 萬 | 0.2% | +600+2.9% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,925 | $96.1 萬 | 0.2% | +566+10.6% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 3,231 | $100.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ROSTRoss Stores, Inc. | COM | 6,657 | $101.4 萬 | 0.2% | −140−2.1% | 減碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,155 | $102.7 萬 | 0.2% | −12−0.6% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 22,561 | $103.1 萬 | 0.2% | −2,307−9.3% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,897 | $103.7 萬 | 0.2% | +1,687+16.5% | 加碼 | – |
| ROPRoper Technologies Inc | Stock | 2,086 | $104.0 萬 | 0.2% | −205−8.9% | 減碼 | 歷史 |
| FCNCAFirst Citizens Bancshares Inc | CL A | 615 | $110.0 萬 | 0.2% | −2−0.3% | 減碼 | 歷史 |
2025 年第 2 季之後清倉（4 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。