Triangle Securities Wealth Management
- SEC CIK
- 0001541353
- 最新申報
- 2026/7/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 213
- 較 2026 年第 1 季 +7
- 總值
- $5.04 億
- 較 2026 年第 1 季 +$6,312 萬 (+14.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| SABRSabre Corp | COM | 10,579 | $2.21 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 1,833 | $20.2 萬 | <0.1% | +1,833 | 新進 | – |
| SYYSysco Corp | Stock | 2,436 | $20.4 萬 | <0.1% | +2,436 | 新進 | 歷史 |
| CPRTCopart Inc | COM | 7,555 | $21.3 萬 | <0.1% | −197−2.5% | 減碼 | 歷史 |
| TSNTyson Foods, Inc. | Stock | 3,750 | $21.5 萬 | <0.1% | −1,750−31.8% | 減碼 | 歷史 |
| QQnity Electronics, Inc. | COMMON STOCK | 1,333 | $21.8 萬 | <0.1% | +1,333 | 新進 | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 5,999 | $22.1 萬 | <0.1% | +40+0.7% | 加碼 | 歷史 |
| FCFSFirstCash Holdings, Inc. | COM | 1,031 | $22.3 萬 | <0.1% | +1,031 | 新進 | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 602 | $22.4 萬 | <0.1% | −249−29.3% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 2,089 | $22.9 萬 | <0.1% | −285−12.0% | 減碼 | 歷史 |
| BALLBALL Corp | COM | 3,875 | $24.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 7,648 | $24.3 萬 | <0.1% | −500−6.1% | 減碼 | – |
| FNBFNB Corp | COM | 13,068 | $24.9 萬 | <0.1% | +13,068 | 新進 | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 1,552 | $25.5 萬 | 0.1% | −23−1.5% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,080 | $25.6 萬 | 0.1% | −61−5.3% | 減碼 | – |
| MOAltria Group, Inc. | Stock | 3,611 | $26.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENSEnerSys | COM | 1,119 | $26.2 萬 | 0.1% | −92−7.6% | 減碼 | 歷史 |
| CGCarlyle Group Inc. | COM | 6,430 | $27.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,656 | $28.1 萬 | 0.1% | −344−6.9% | 減碼 | 歷史 |
| BRBroadridge Financial Solutions, Inc. | Stock | 2,064 | $28.3 萬 | 0.1% | −1,206−36.9% | 減碼 | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 4,405 | $28.4 萬 | 0.1% | +4,405 | 新進 | – |
| TTTrane Technologies plc | SHS | 583 | $28.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WATWaters Corp | COM | 768 | $28.8 萬 | 0.1% | +768 | 新進 | 歷史 |
| SJMJ M SMUCKER Co | Stock | 2,577 | $29.0 萬 | 0.1% | +80+3.2% | 加碼 | 歷史 |
| NSCNorfolk Southern Corp | Stock | 952 | $29.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 892 | $30.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 7,243 | $30.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MOG.AMoog Inc. | CL A | 726 | $30.8 萬 | 0.1% | +5+0.7% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 3,820 | $31.0 萬 | 0.1% | −325−7.8% | 減碼 | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 696 | $31.4 萬 | 0.1% | −121−14.8% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 903 | $31.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 812 | $32.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| TGTTarget Corp | Stock | 2,480 | $32.4 萬 | 0.1% | −19−0.8% | 減碼 | 歷史 |
| FORMFormfactor Inc | COM | 2,041 | $32.6 萬 | 0.1% | −401−16.4% | 減碼 | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,805 | $33.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 4,645 | $33.2 萬 | 0.1% | +4,645 | 新進 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 3,424 | $34.2 萬 | 0.1% | +3,424 | 新進 | – |
| OTISOtis Worldwide Corp | Stock | 4,786 | $34.3 萬 | 0.1% | −5,906−55.2% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 1,707 | $37.7 萬 | 0.1% | +1,707 | 新進 | 歷史 |
| HONHoneywell International Inc | Stock | 1,707 | $38.2 萬 | 0.1% | +1,707 | 新進 | 歷史 |
| YUMYum Brands Inc | Stock | 2,508 | $40.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NXTNextpower Inc. | Stock | 3,408 | $40.6 萬 | 0.1% | +3,408 | 新進 | 歷史 |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 4,405 | $42.1 萬 | 0.1% | 00.0% | 不變 | – |
| DOVDOVER Corp | COM | 1,895 | $42.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,410 | $43.1 萬 | 0.1% | +3,410 | 新進 | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 3,512 | $43.7 萬 | 0.1% | +224+6.8% | 加碼 | – |
| HSYHershey Co | COM | 2,570 | $45.1 萬 | 0.1% | +170+7.1% | 加碼 | 歷史 |
| CICigna Group | Stock | 1,697 | $46.8 萬 | 0.1% | −60−3.4% | 減碼 | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,824 | $47.4 萬 | 0.1% | +145+3.1% | 加碼 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,946 | $47.5 萬 | 0.1% | −110−1.6% | 減碼 | – |
| CARRCarrier Global Corp | Stock | 6,798 | $49.9 萬 | 0.1% | +485+7.7% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 14,430 | $51.1 萬 | 0.1% | −3,350−18.8% | 減碼 | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,176 | $52.8 萬 | 0.1% | −2−0.1% | 減碼 | – |
| CLColgate Palmolive Co | Stock | 5,929 | $54.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 2,868 | $54.5 萬 | 0.1% | −10−0.3% | 減碼 | – |
| ADSKAutodesk, Inc. | COM | 2,806 | $54.6 萬 | 0.1% | −47−1.6% | 減碼 | 歷史 |
| DGXQuest Diagnostics Inc | COM | 2,617 | $55.5 萬 | 0.1% | −30−1.1% | 減碼 | 歷史 |
| RYRoyal Bank of Canada | Stock | 2,800 | $58.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 1,003 | $58.3 萬 | 0.1% | −287−22.2% | 減碼 | 歷史 |
| RIORio Tinto PLC | ADR | 6,144 | $58.3 萬 | 0.1% | −123−2.0% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 6,260 | $60.3 萬 | 0.1% | −1,754−21.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,234 | $60.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QXOQXO, Inc. | COM NEW | 35,740 | $61.8 萬 | 0.1% | +6,425+21.9% | 加碼 | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,292 | $63.4 萬 | 0.1% | +20.0% | 加碼 | – |
| iShares Select Dividend ETF464287168 | ETF | 4,080 | $63.8 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 1,264 | $64.9 萬 | 0.1% | +7+0.6% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 1,933 | $65.4 萬 | 0.1% | −143−6.9% | 減碼 | 歷史 |
| DDDuPont de Nemours, Inc. | Stock | 4,915 | $66.7 萬 | 0.1% | −117−2.3% | 減碼依 1 比 3 拆股換算 | 歷史 |
| SHWSherwin Williams Co | COM | 1,945 | $67.0 萬 | 0.1% | +29+1.5% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 3,631 | $67.1 萬 | 0.1% | −19−0.5% | 減碼 | 歷史 |
| DDominion Energy, Inc | Stock | 9,974 | $68.1 萬 | 0.1% | +1,181+13.4% | 加碼 | 歷史 |
| SLBSLB Limited | Stock | 14,668 | $68.2 萬 | 0.1% | −75−0.5% | 減碼 | 歷史 |
| DDOGDatadog, Inc. | CL A COM | 2,645 | $68.9 萬 | 0.1% | +775+41.4% | 加碼 | 歷史 |
| MMM3M Co | Stock | 4,353 | $70.5 萬 | 0.1% | −100−2.2% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,907 | $70.6 萬 | 0.1% | +8+0.4% | 加碼 | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,690 | $71.4 萬 | 0.1% | +10.0% | 加碼 | – |
| LYBLyondellBasell Industries N.V. | SHS - A - | 13,955 | $73.5 萬 | 0.1% | +195+1.4% | 加碼 | 歷史 |
| FANGDiamondback Energy, Inc. | Stock | 4,196 | $73.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Elevation Series Trust210322673 | RIVE ACTI IN ETF | 90,696 | $74.6 萬 | 0.1% | +78+0.1% | 加碼 | – |
| VRSKVerisk Analytics, Inc. | COM | 4,200 | $75.4 萬 | 0.1% | +40+1.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 4,255 | $75.8 萬 | 0.2% | +655+18.2% | 加碼依 25 比 1 拆股換算 | 歷史 |
| NTRSNorthern Trust Corp | COM | 4,373 | $76.0 萬 | 0.2% | −97−2.2% | 減碼 | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 8,450 | $76.6 萬 | 0.2% | +1,445+20.6% | 加碼 | – |
| MGMMGM Resorts International | Stock | 16,549 | $79.1 萬 | 0.2% | −95−0.6% | 減碼 | 歷史 |
| TFCTruist Financial Corp | COM | 16,081 | $80.1 萬 | 0.2% | −3,427−17.6% | 減碼 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,071 | $80.2 萬 | 0.2% | +20+1.9% | 加碼 | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,713 | $80.2 萬 | 0.2% | +2,530+11.9% | 加碼 | – |
| MARMarriott International Inc | Stock | 2,267 | $84.0 萬 | 0.2% | −11−0.5% | 減碼 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,709 | $84.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,267 | $85.7 萬 | 0.2% | +1,664+103.8% | 加碼 | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 16,273 | $85.9 萬 | 0.2% | −74−0.5% | 減碼 | – |
| GEVGE Vernova Inc. | Stock | 735 | $86.4 萬 | 0.2% | −6−0.8% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 15,015 | $86.5 萬 | 0.2% | −783−5.0% | 減碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,036 | $88.0 萬 | 0.2% | −48−1.2% | 減碼 | – |
| APDAir Products & Chemicals, Inc. | Stock | 3,000 | $88.0 萬 | 0.2% | −10−0.3% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 3,841 | $88.2 萬 | 0.2% | −280−6.8% | 減碼 | 歷史 |
| DEDeere & Co | Stock | 1,393 | $88.4 萬 | 0.2% | +15+1.1% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 4,888 | $88.4 萬 | 0.2% | −242−4.7% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 8,559 | $88.5 萬 | 0.2% | −333−3.7% | 減碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 7,739 | $90.4 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
2026 年第 1 季之後清倉（9 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 53,931 | $220.2 萬 | 0.5% | – |
| HONHoneywell International Inc | COM | 3,778 | $85.4 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 2,503 | $77.8 萬 | 0.2% | 歷史 |
| ADBEAdobe Inc. | Stock | 2,598 | $63.2 萬 | 0.1% | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,238 | $35.2 萬 | 0.1% | 歷史 |
| TYLTyler Technologies Inc | COM | 979 | $33.5 萬 | 0.1% | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,973 | $22.9 萬 | 0.1% | 歷史 |
| LMTLockheed Martin Corp | Stock | 371 | $22.4 萬 | 0.1% | 歷史 |
| DARDarling Ingredients Inc. | COM | 3,374 | $20.9 萬 | <0.1% | 歷史 |