Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/4/20 申報。只含多頭部位，變化是跟 2025 年第 4 季比股數。
- 持股檔數
- 206
- 較 2025 年第 4 季 +1
- 總值
- $4.41 億
- 較 2025 年第 4 季 −$3,371 萬 (−7.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| PANWPalo Alto Networks Inc | Stock | 6,469 | $103.7 萬 | 0.2% | +987+18.0% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 741 | $97.9 萬 | 0.2% | −20−2.6% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,798 | $95.8 萬 | 0.2% | +19+0.1% | 加碼 | 歷史 |
| MCOMoodys Corp | Stock | 2,169 | $94.6 萬 | 0.2% | −9−0.4% | 減碼 | 歷史 |
| CMICummins Inc | Stock | 1,671 | $89.9 萬 | 0.2% | −155−8.5% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 19,508 | $89.7 萬 | 0.2% | −1,558−7.4% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,734 | $89.5 萬 | 0.2% | −10.0% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 4,121 | $89.3 萬 | 0.2% | +118+2.9% | 加碼 | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,010 | $87.4 萬 | 0.2% | −65−2.1% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,323 | $86.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 3,778 | $85.4 萬 | 0.2% | −68−1.8% | 減碼 | 歷史 |
| BABoeing Co | Stock | 4,272 | $85.0 萬 | 0.2% | −80−1.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,130 | $84.8 萬 | 0.2% | −27−0.5% | 減碼 | 歷史 |
| T Rowe Price Exchange-Traded87283Q206 | PRICE EQT INCOME | 18,704 | $84.2 萬 | 0.2% | +1,221+7.0% | 加碼 | – |
| PNCPNC Financial Services Group, Inc. | Stock | 4,015 | $83.5 萬 | 0.2% | +15+0.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 4,196 | $83.0 萬 | 0.2% | +358+9.3% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 10,692 | $82.4 萬 | 0.2% | −922−7.9% | 減碼 | 歷史 |
| GEGeneral Electric Co | Stock | 2,870 | $81.4 萬 | 0.2% | +199+7.5% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,084 | $80.1 萬 | 0.2% | +24+0.6% | 加碼 | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 16,347 | $80.0 萬 | 0.2% | −301−1.8% | 減碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 4,160 | $78.9 萬 | 0.2% | +2,710+186.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,503 | $77.8 萬 | 0.2% | +283+12.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,378 | $77.6 萬 | 0.2% | +3+0.2% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 8,014 | $77.2 萬 | 0.2% | −2,250−21.9% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,709 | $76.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SLBSLB Limited | Stock | 14,743 | $75.8 萬 | 0.2% | −185−1.2% | 減碼 | 歷史 |
| MARMarriott International Inc | Stock | 2,278 | $74.5 萬 | 0.2% | −40−1.7% | 減碼 | 歷史 |
| Elevation Series Trust210322673 | RIVE ACTI IN ETF | 90,618 | $71.1 萬 | 0.2% | +190+0.2% | 加碼 | – |
| DDDuPont de Nemours, Inc. | COM | 15,095 | $69.1 萬 | 0.2% | −80−0.5% | 減碼 | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 12,911 | $68.9 萬 | 0.2% | −2,732−17.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,051 | $68.7 萬 | 0.2% | +89+9.3% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,689 | $68.4 萬 | 0.2% | −164−3.4% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 2,853 | $68.3 萬 | 0.2% | −1,322−31.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 741 | $64.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MMM3M Co | Stock | 4,453 | $64.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 8,892 | $63.9 萬 | 0.1% | −632−6.6% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 2,598 | $63.2 萬 | 0.1% | −828−24.2% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,257 | $62.8 萬 | 0.1% | −4−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 2,076 | $62.8 萬 | 0.1% | −566−21.4% | 減碼 | 歷史 |
| NTRSNorthern Trust Corp | COM | 4,470 | $62.4 萬 | 0.1% | −115−2.5% | 減碼 | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,080 | $61.8 萬 | 0.1% | +255+6.7% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 21,183 | $61.7 萬 | 0.1% | +4,322+25.6% | 加碼 | – |
| MGMMGM Resorts International | Stock | 16,644 | $61.6 萬 | 0.1% | −2,040−10.9% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 1,916 | $61.4 萬 | 0.1% | −60−3.0% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 17,075 | $61.0 萬 | 0.1% | +8,025+88.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,899 | $60.9 萬 | 0.1% | +576+43.5% | 加碼 | – |
| BKNGBooking Holdings Inc. | Stock | 144 | $60.6 萬 | 0.1% | +34+30.9% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 17,780 | $60.5 萬 | 0.1% | −195−1.1% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 6,267 | $58.5 萬 | 0.1% | −52−0.8% | 減碼 | 歷史 |
| QXOQXO, Inc. | COM NEW | 29,315 | $56.9 萬 | 0.1% | +3,215+12.3% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,290 | $56.8 萬 | 0.1% | +35+0.8% | 加碼 | – |
| iShares Tr464287515 | EXPANDED TECH | 7,005 | $56.1 萬 | 0.1% | +525+8.1% | 加碼 | – |
| DDominion Energy, Inc | Stock | 8,793 | $54.4 萬 | 0.1% | −318−3.5% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,234 | $54.2 萬 | 0.1% | −2,290−50.6% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 3,270 | $53.1 萬 | 0.1% | −486−12.9% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,647 | $51.9 萬 | 0.1% | −37−1.4% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 5,929 | $50.5 萬 | 0.1% | +165+2.9% | 加碼 | 歷史 |
| HSYHershey Co | COM | 2,400 | $49.9 萬 | 0.1% | −80−3.2% | 減碼 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,878 | $48.6 萬 | 0.1% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 3,650 | $47.0 萬 | 0.1% | −43−1.2% | 減碼 | 歷史 |
| CICigna Group | Stock | 1,757 | $46.9 萬 | 0.1% | −106−5.7% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,178 | $46.5 萬 | 0.1% | +137+6.7% | 加碼 | – |
| RYRoyal Bank of Canada | Stock | 2,800 | $45.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 817 | $42.7 萬 | 0.1% | −71−8.0% | 減碼 | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,056 | $40.1 萬 | 0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 1,895 | $39.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| YUMYum Brands Inc | Stock | 2,508 | $39.0 萬 | 0.1% | −10−0.4% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,603 | $38.9 萬 | 0.1% | −1,670−51.0% | 減碼 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,405 | $38.7 萬 | 0.1% | −140−3.1% | 減碼 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 812 | $37.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,679 | $36.9 萬 | 0.1% | +794+20.4% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,288 | $36.6 萬 | 0.1% | +87+2.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 7,243 | $36.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CARRCarrier Global Corp | Stock | 6,313 | $35.5 萬 | 0.1% | −195−3.0% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 5,500 | $35.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,238 | $35.2 萬 | 0.1% | −335−13.0% | 減碼 | 歷史 |
| TYLTyler Technologies Inc | COM | 979 | $33.5 萬 | 0.1% | −883−47.4% | 減碼 | 歷史 |
| KOCoca Cola Co | Stock | 4,145 | $31.5 萬 | 0.1% | +47+1.1% | 加碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 6,430 | $31.1 萬 | 0.1% | −38−0.6% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 2,499 | $30.3 萬 | 0.1% | −185−6.9% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HDHome Depot, Inc. | Stock | 903 | $29.7 萬 | 0.1% | −44−4.6% | 減碼 | 歷史 |
| CBChubb Ltd | Stock | 892 | $29.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 851 | $27.5 萬 | 0.1% | −239−21.9% | 減碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 952 | $27.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FLEXFlex Ltd. | Stock | 4,153 | $27.2 萬 | 0.1% | −984−19.2% | 減碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,290 | $26.2 萬 | 0.1% | +24+1.9% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 5,000 | $26.0 萬 | 0.1% | +87+1.8% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 7,752 | $25.7 萬 | 0.1% | −1,440−15.7% | 減碼 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,148 | $25.0 萬 | 0.1% | +55+0.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,141 | $24.5 萬 | 0.1% | −23−2.0% | 減碼 | – |
| TTTrane Technologies plc | SHS | 583 | $24.3 萬 | 0.1% | −583−50.0% | 減碼 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,497 | $24.1 萬 | 0.1% | −270−9.8% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 3,611 | $23.8 萬 | 0.1% | −27−0.7% | 減碼 | 歷史 |
| FORMFormfactor Inc | COM | 2,442 | $23.7 萬 | 0.1% | +2,442 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,575 | $23.0 萬 | 0.1% | −58−3.6% | 減碼 | – |
| BALLBALL Corp | COM | 3,875 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,374 | $22.9 萬 | 0.1% | −1,765−42.6% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,973 | $22.9 萬 | 0.1% | +3,973 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 5,959 | $22.5 萬 | 0.1% | −6,628−52.7% | 減碼 | 歷史 |
2025 年第 4 季之後清倉（7 檔）
2025 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 4 季股數 | 2025 年第 4 季市值 | 2025 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ENBEnbridge Inc | Stock | 49,548 | $237.0 萬 | 0.5% | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 17,708 | $166.8 萬 | 0.4% | – |
| ROPRoper Technologies Inc | Stock | 1,473 | $65.6 萬 | 0.1% | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 6,950 | $56.7 萬 | 0.1% | 歷史 |
| EFXEquifax Inc | COM | 2,418 | $52.5 萬 | 0.1% | 歷史 |
| FDXFedEx Corp | Stock | 1,000 | $25.9 萬 | 0.1% | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,405 | $20.0 萬 | <0.1% | – |