Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/1/13 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 205
- 較 2025 年第 3 季 +2
- 總值
- $4.74 億
- 較 2025 年第 3 季 +$3,255 萬 (+7.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SABRSabre Corp | COM | 10,579 | $1.44 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,405 | $20.0 萬 | <0.1% | +4,405 | 新進 | – |
| BALLBALL Corp | COM | 3,875 | $20.5 萬 | <0.1% | +3,875 | 新進 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,638 | $21.0 萬 | <0.1% | −115−3.1% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,093 | $22.2 萬 | <0.1% | −235−2.8% | 減碼 | – |
| AEISAdvanced Energy Industries Inc | COM | 1,090 | $22.8 萬 | <0.1% | +1,090 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,633 | $23.0 萬 | <0.1% | +13+0.8% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,164 | $25.6 萬 | 0.1% | +1+0.1% | 加碼 | – |
| FDXFedEx Corp | Stock | 1,000 | $25.9 萬 | 0.1% | +1,000 | 新進 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,913 | $26.2 萬 | 0.1% | −294−5.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,684 | $26.2 萬 | 0.1% | −221−7.6% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,767 | $27.1 萬 | 0.1% | −395−12.5% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,266 | $27.1 萬 | 0.1% | −405−24.2% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 952 | $27.5 萬 | 0.1% | −45−4.5% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 892 | $27.8 萬 | 0.1% | +20+2.3% | 加碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $28.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 4,098 | $28.6 萬 | 0.1% | −130−3.1% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,243 | $29.5 萬 | 0.1% | −1,400−16.2% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 9,301 | $30.6 萬 | 0.1% | +842+10.0% | 加碼 | – |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 9,050 | $31.0 萬 | 0.1% | +9,050 | 新進 | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,885 | $31.0 萬 | 0.1% | +1,313+51.0% | 加碼 | – |
| FLEXFlex Ltd. | Stock | 5,137 | $31.0 萬 | 0.1% | −792−13.4% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,500 | $32.2 萬 | 0.1% | −250−4.3% | 減碼 | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,450 | $32.4 萬 | 0.1% | +1,450 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 947 | $32.6 萬 | 0.1% | +35+3.8% | 加碼 | 歷史 |
| CARRCarrier Global Corp | Stock | 6,508 | $34.4 萬 | 0.1% | +115+1.8% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 9,192 | $36.0 萬 | 0.1% | −17,115−65.1% | 減碼 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,201 | $36.5 萬 | 0.1% | +576+21.9% | 加碼 | – |
| DOVDOVER Corp | COM | 1,895 | $37.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 2,518 | $38.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CGCarlyle Group Inc. | COM | 6,468 | $38.2 萬 | 0.1% | −300−4.4% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,056 | $38.6 萬 | 0.1% | −300−4.1% | 減碼 | – |
| EPDEnterprise Products Partners L.P. | Stock | 12,587 | $39.9 萬 | 0.1% | +12,587 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,545 | $40.6 萬 | 0.1% | 00.0% | 不變 | – |
| KMBKimberly Clark Corp | Stock | 4,139 | $41.8 萬 | 0.1% | −2,898−41.2% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,041 | $42.9 萬 | 0.1% | −8−0.4% | 減碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,323 | $44.4 萬 | 0.1% | −45−3.3% | 減碼 | – |
| HSYHershey Co | COM | 2,480 | $45.1 萬 | 0.1% | −65−2.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,764 | $45.6 萬 | 0.1% | +745+14.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 812 | $46.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,684 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TTTrane Technologies plc | SHS | 1,166 | $47.3 萬 | 0.1% | +583+100.0% | 加碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,800 | $47.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GEVGE Vernova Inc. | Stock | 741 | $48.4 萬 | 0.1% | −34−4.4% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,878 | $48.6 萬 | 0.1% | −158−5.2% | 減碼 | – |
| BDXBecton Dickinson & Co | Stock | 2,573 | $49.9 萬 | 0.1% | −838−24.6% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 26,100 | $50.3 萬 | 0.1% | +26,100 | 新進 | 歷史 |
| RIORio Tinto PLC | ADR | 6,319 | $50.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CICigna Group | Stock | 1,863 | $51.3 萬 | 0.1% | +395+26.9% | 加碼 | 歷史 |
| EFXEquifax Inc | COM | 2,418 | $52.5 萬 | 0.1% | −781−24.4% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 9,111 | $53.4 萬 | 0.1% | +10.0% | 加碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 888 | $53.7 萬 | 0.1% | −65−6.8% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 3,825 | $54.0 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,861 | $55.0 萬 | 0.1% | +1,339+8.6% | 加碼 | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,255 | $56.0 萬 | 0.1% | +115+2.8% | 加碼 | – |
| QQnity Electronics, Inc. | COMMON STOCK | 6,950 | $56.7 萬 | 0.1% | +6,950 | 新進 | 歷史 |
| SLBSLB Limited | Stock | 14,928 | $57.3 萬 | 0.1% | −454−3.0% | 減碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 3,838 | $57.7 萬 | 0.1% | +420+12.3% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 110 | $58.9 萬 | 0.1% | −5−4.3% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 15,175 | $61.0 萬 | 0.1% | −323−2.1% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 4,585 | $62.6 萬 | 0.1% | −230−4.8% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,693 | $63.2 萬 | 0.1% | −65−1.7% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,976 | $64.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DEDeere & Co | Stock | 1,375 | $64.0 萬 | 0.1% | −25−1.8% | 減碼 | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,473 | $65.6 萬 | 0.1% | −613−29.4% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 962 | $65.9 萬 | 0.1% | −188−16.3% | 減碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,853 | $67.5 萬 | 0.1% | −68−1.4% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 2,220 | $67.8 萬 | 0.1% | −160−6.7% | 減碼 | 歷史 |
| MGMMGM Resorts International | Stock | 18,684 | $68.2 萬 | 0.1% | −408−2.1% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 6,480 | $68.5 萬 | 0.1% | −200−3.0% | 減碼 | – |
| MMM3M Co | Stock | 4,453 | $71.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MARMarriott International Inc | Stock | 2,318 | $71.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 1,261 | $72.0 萬 | 0.2% | −90−6.7% | 減碼 | 歷史 |
| Elevation Series Trust210322673 | RIVE ACTI IN ETF | 90,428 | $74.1 萬 | 0.2% | +365+0.4% | 加碼 | – |
| HONHoneywell International Inc | COM | 3,846 | $75.0 萬 | 0.2% | −342−8.2% | 減碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 16,648 | $75.3 萬 | 0.2% | +1,305+8.5% | 加碼 | – |
| CVSCVS Health Corp | Stock | 9,524 | $75.6 萬 | 0.2% | −131−1.4% | 減碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,075 | $76.0 萬 | 0.2% | +250+8.8% | 加碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,709 | $77.5 萬 | 0.2% | −27−1.6% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,060 | $77.5 萬 | 0.2% | −32−0.8% | 減碼 | – |
| T Rowe Price Exchange-Traded87283Q206 | PRICE EQT INCOME | 17,483 | $79.0 萬 | 0.2% | +1,984+12.8% | 加碼 | – |
| ASMLASML Holding NV | ADR | 761 | $81.4 萬 | 0.2% | −27−3.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,735 | $81.6 萬 | 0.2% | −46−0.6% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,671 | $82.3 萬 | 0.2% | +10.0% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,157 | $82.7 萬 | 0.2% | −768−13.0% | 減碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 4,000 | $83.5 萬 | 0.2% | −190−4.5% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 17,975 | $83.5 萬 | 0.2% | +1,050+6.2% | 加碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,756 | $83.8 萬 | 0.2% | +260+7.4% | 加碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 1,862 | $84.5 萬 | 0.2% | +1,293+227.2% | 加碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,779 | $85.1 萬 | 0.2% | −326−2.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,323 | $90.2 萬 | 0.2% | −936−41.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,826 | $93.2 萬 | 0.2% | −82−4.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 4,352 | $94.5 萬 | 0.2% | +1,305+42.8% | 加碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,273 | $94.6 萬 | 0.2% | +1,603+96.0% | 加碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 15,643 | $97.2 萬 | 0.2% | 00.0% | 不變 | – |
| AXPAmerican Express Co | Stock | 2,642 | $97.7 萬 | 0.2% | −46−1.7% | 減碼 | 歷史 |
| LHLabcorp Holdings Inc. | Stock | 3,943 | $98.9 萬 | 0.2% | −98−2.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,482 | $101.0 萬 | 0.2% | −90−1.6% | 減碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 11,614 | $101.4 萬 | 0.2% | −1,253−9.7% | 減碼 | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 23,795 | $101.6 萬 | 0.2% | 00.0% | 不變依 2 比 1 拆股換算 | – |
2025 年第 3 季之後清倉（7 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 3 季股數 | 2025 年第 3 季市值 | 2025 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| KMXCarMax Inc | COM | 21,213 | $95.2 萬 | 0.2% | 歷史 |
| CLXClorox Co | Stock | 5,639 | $69.5 萬 | 0.2% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,279 | $39.2 萬 | 0.1% | 歷史 |
| BROBrown & Brown, Inc. | Stock | 3,871 | $36.3 萬 | 0.1% | 歷史 |
| SYYSysco Corp | Stock | 2,842 | $23.4 萬 | 0.1% | 歷史 |
| CCICrown Castle Inc. | REIT | 2,139 | $20.6 萬 | <0.1% | 歷史 |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 10,147 | $14.8 萬 | <0.1% | – |