Triangle Securities Wealth Management
RALEIGH NC · SEC CIK 0001541353
$5.04亿2026Q2 申报市值
213持仓数
27.7%前十大占比 · 第一大 4.0%
11 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BX 加仓+$522.55万
ANET 新建仓+$197.23万
FLEX 加仓+$142.91万
AVMV 加仓+$104.87万
DFLV 加仓+$48.63万
2026Q2 卖出最多 按季末市值估算
XLRE 清仓-$220.20万
DD 减仓-$138.08万
Q 重新持有-$91.73万
MCD 清仓-$77.79万
GOOG 减仓-$74.98万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,009.12万 | 3.99% | 253,006 | 4,814 | 1.9% | $38.23万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,955.74万 | 3.88% | 530,443 | -1,596 | -0.3% | -$5.88万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,872.44万 | 3.72% | 156,663 | -2,369 | -1.5% | -$28.31万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,356.40万 | 2.69% | 124,315 | 34 | 0.0% | $3,710 | 加仓 |
| GOOG | ALPHABET INC | $1,287.29万 | 2.56% | 36,433 | -2,122 | -5.5% | -$74.98万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,224.82万 | 2.43% | 256,588 | -3,210 | -1.2% | -$15.32万 | 减仓 |
| IJH | ISHARES TR | $1,160.12万 | 2.30% | 150,450 | 1,834 | 1.2% | $14.14万 | 加仓 |
| IJR | ISHARES TR | $1,119.25万 | 2.22% | 75,467 | 910 | 1.2% | $13.50万 | 加仓 |
| BX | BLACKSTONE INC | $1,032.23万 | 2.05% | 88,720 | 44,913 | 102.5% | $522.55万 | 加仓 |
| IUSB | ISHARES TR | $956.04万 | 1.90% | 207,159 | 7,495 | 3.8% | $34.59万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $942.57万 | 1.87% | 224,795 | -2,268 | -1.0% | -$9.51万 | 减仓 |
| AAPL | APPLE INC | $866.96万 | 1.72% | 29,961 | -141 | -0.5% | -$4.08万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $832.65万 | 1.65% | 89,479 | 5,023 | 5.9% | $46.74万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $816.21万 | 1.62% | 277,339 | 8,694 | 3.2% | $25.59万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $763.20万 | 1.52% | 23,316 | -175 | -0.7% | -$5.73万 | 减仓 |
| MSFT | MICROSOFT CORP | $759.63万 | 1.51% | 20,364 | -1,556 | -7.1% | -$58.04万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $703.04万 | 1.40% | 203,073 | 7,749 | 4.0% | $26.83万 | 加仓 |
| BN | BROOKFIELD CORP | $670.06万 | 1.33% | 157,329 | 2,624 | 1.7% | $11.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $660.32万 | 1.31% | 6,529 | -120 | -1.8% | -$12.14万 | 减仓 |
| CAT | CATERPILLAR INC | $656.11万 | 1.30% | 6,161 | -192 | -3.0% | -$20.45万 | 减仓 |
| — | EXXON MOBIL CORP | $621.62万 | 1.23% | 45,466 | -522 | -1.1% | -$7.14万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $606.49万 | 1.20% | 101,607 | 1,535 | 1.5% | $9.16万 | 加仓 |
| AVGO | BROADCOM INC | $600.21万 | 1.19% | 15,889 | -810 | -4.9% | -$30.60万 | 减仓 |
| QLTY | GMO ETF TRUST | $540.12万 | 1.07% | 129,775 | 7,890 | 6.5% | $32.84万 | 加仓 |
| KKR | KKR & CO INC | $530.31万 | 1.05% | 57,780 | -627 | -1.1% | -$5.75万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $514.80万 | 1.02% | 113,168 | 9,459 | 9.1% | $43.03万 | 加仓 |
| LLY | ELI LILLY & CO | $503.40万 | 1.00% | 4,197 | -53 | -1.2% | -$6.36万 | 减仓 |
| IJK | ISHARES TR | $492.14万 | 0.98% | 41,885 | 3,153 | 8.1% | $37.05万 | 加仓 |
| LOW | LOWES COS INC | $491.56万 | 0.98% | 22,294 | 340 | 1.5% | $7.50万 | 加仓 |
| VCR | VANGUARD WORLD FD | $487.66万 | 0.97% | 12,296 | 268 | 2.2% | $10.63万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $485.49万 | 0.96% | 60,283 | 13,021 | 27.6% | $104.87万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $483.77万 | 0.96% | 19,048 | -208 | -1.1% | -$5.28万 | 减仓 |
| KIE | SPDR SERIES TRUST | $457.99万 | 0.91% | 75,092 | -1,034 | -1.4% | -$6.31万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $448.12万 | 0.89% | 28,357 | -290 | -1.0% | -$4.58万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $432.68万 | 0.86% | 9,985 | -458 | -4.4% | -$19.85万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $390.08万 | 0.77% | 107,964 | -5,251 | -4.6% | -$18.97万 | 减仓 |
| RTX | RTX CORPORATION | $386.49万 | 0.77% | 20,370 | -415 | -2.0% | -$7.87万 | 减仓 |
| AMZN | AMAZON COM INC | $385.30万 | 0.76% | 16,166 | -209 | -1.3% | -$4.98万 | 减仓 |
| AMAT | APPLIED MATLS INC | $383.12万 | 0.76% | 5,299 | -442 | -7.7% | -$31.96万 | 减仓 |
| WAB | WABTEC | $366.98万 | 0.73% | 13,612 | -141 | -1.0% | -$3.80万 | 减仓 |
| BAC | BANK OF AMER CORP | $365.85万 | 0.73% | 64,206 | 250 | 0.4% | $1.42万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $364.82万 | 0.72% | 28,821 | -166 | -0.6% | -$2.10万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $359.35万 | 0.71% | 124,085 | 3,642 | 3.0% | $10.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $353.53万 | 0.70% | 17,668 | -215 | -1.2% | -$4.30万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $345.34万 | 0.69% | 40,090 | 3,682 | 10.1% | $31.72万 | 加仓 |
| V | VISA INC | $343.15万 | 0.68% | 10,002 | -451 | -4.3% | -$15.47万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $337.79万 | 0.67% | 105,000 | -1,500 | -1.4% | -$4.83万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $326.70万 | 0.65% | 6,529 | -105 | -1.6% | -$5.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $314.22万 | 0.62% | 35,800 | -1,073 | -2.9% | -$9.42万 | 减仓 |
| META | META PLATFORMS INC | $312.08万 | 0.62% | 5,540 | -580 | -9.5% | -$32.67万 | 减仓 |
| IJS | ISHARES TR | $295.54万 | 0.59% | 21,623 | -133 | -0.6% | -$1.82万 | 减仓 |
| EMR | EMERSON ELEC CO | $293.32万 | 0.58% | 20,490 | -155 | -0.8% | -$2.22万 | 减仓 |
| PEP | PEPSICO INC | $270.34万 | 0.54% | 19,966 | -223 | -1.1% | -$3.02万 | 减仓 |
| WFC | WELLS FARGO & CO | $265.90万 | 0.53% | 32,176 | 446 | 1.4% | $3.69万 | 加仓 |
| LIN | LINDE PLC | $264.20万 | 0.52% | 5,091 | -72 | -1.4% | -$3.74万 | 减仓 |
| ENB | ENBRIDGE INC | $261.67万 | 0.52% | 48,270 | -1,278 | -2.6% | -$6.93万 | 重新持有 |
| — | ADVISORS INNER CIRCLE FD III | $256.10万 | 0.51% | 72,141 | -2,347 | -3.2% | -$8.33万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $255.26万 | 0.51% | 47,252 | 4,445 | 10.4% | $24.01万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $250.03万 | 0.50% | 11,751 | -129 | -1.1% | -$2.74万 | 减仓 |
| AMGN | AMGEN INC | $241.10万 | 0.48% | 6,658 | -59 | -0.9% | -$2.14万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $233.74万 | 0.46% | 12,765 | -615 | -4.6% | -$11.26万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $230.29万 | 0.46% | 4,652 | -69 | -1.5% | -$3.42万 | 减仓 |
| CVX | CHEVRON CORPORATION | $225.05万 | 0.45% | 13,577 | -127 | -0.9% | -$2.11万 | 减仓 |
| GRMN | GARMIN LTD | $223.49万 | 0.44% | 9,409 | -49 | -0.5% | -$1.16万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $222.99万 | 0.44% | 6,539 | 70 | 1.1% | $2.39万 | 加仓 |
| CTVA | CORTEVA INC | $219.84万 | 0.44% | 25,959 | -184 | -0.7% | -$1.56万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $214.89万 | 0.43% | 18,038 | 330 | 1.9% | $3.93万 | 重新持有 |
| FLEX | FLEX LTD | $210.22万 | 0.42% | 12,971 | 8,818 | 212.3% | $142.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $204.14万 | 0.41% | 52,628 | 1,503 | 2.9% | $5.83万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $197.23万 | 0.39% | 11,610 | 11,610 | — | $197.23万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $194.02万 | 0.39% | 13,231 | -156 | -1.2% | -$2.29万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $193.17万 | 0.38% | 2,065 | -3 | -0.1% | -$2,806 | 减仓 |
| NOW | SERVICENOW INC | $192.09万 | 0.38% | 19,348 | 325 | 1.7% | $3.23万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $189.44万 | 0.38% | 4,558 | -33 | -0.7% | -$1.37万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $180.23万 | 0.36% | 9,460 | -30 | -0.3% | -$5,716 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $177.29万 | 0.35% | 11,296 | -188 | -1.6% | -$2.95万 | 减仓 |
| MS | MORGAN STANLEY | $173.38万 | 0.34% | 8,294 | -160 | -1.9% | -$3.34万 | 减仓 |
| MRK | MERCK & CO INC | $168.21万 | 0.33% | 13,091 | -187 | -1.4% | -$2.40万 | 减仓 |
| USFD | US FOODS HLDG CORP | $161.82万 | 0.32% | 15,826 | -174 | -1.1% | -$1.78万 | 减仓 |
| GOOGL | ALPHABET INC | $160.82万 | 0.32% | 4,500 | -44 | -1.0% | -$1.57万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.30% | 2 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $147.22万 | 0.29% | 740 | -1 | -0.1% | -$1,989 | 减仓 |
| VHT | VANGUARD WORLD FD | $144.28万 | 0.29% | 4,825 | -76 | -1.6% | -$2.27万 | 减仓 |
| C | CITIGROUP INC | $144.07万 | 0.29% | 10,294 | -133 | -1.3% | -$1.86万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $142.53万 | 0.28% | 4,905 | -40 | -0.8% | -$1.16万 | 减仓 |
| WMT | WALMART INC | $141.25万 | 0.28% | 12,472 | -390 | -3.0% | -$4.42万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $141.18万 | 0.28% | 2,816 | -30 | -1.1% | -$1.50万 | 减仓 |
| ROST | ROSS STORES INC | $136.93万 | 0.27% | 6,433 | -108 | -1.7% | -$2.30万 | 减仓 |
| CRM | SALESFORCE INC | $130.78万 | 0.26% | 8,348 | -404 | -4.6% | -$6.33万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $130.67万 | 0.26% | 628 | 19 | 3.1% | $3.95万 | 加仓 |
| DHR | DANAHER CORP DEL | $127.62万 | 0.25% | 6,700 | -440 | -6.2% | -$8.38万 | 减仓 |
| VOX | VANGUARD WORLD FD | $123.66万 | 0.25% | 6,723 | -84 | -1.2% | -$1.55万 | 减仓 |
| VO | VANGUARD INDEX FDS | $120.98万 | 0.24% | 15,016 | -200 | -1.3% | -$1.61万 | 减仓 |
| ORCL | ORACLE CORP | $120.76万 | 0.24% | 8,240 | -2,357 | -22.2% | -$34.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $118.56万 | 0.24% | 3,347 | -10 | -0.3% | -$3,542 | 减仓 |
| COP | CONOCOPHILLIPS | $117.83万 | 0.23% | 11,334 | -155 | -1.3% | -$1.61万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $116.14万 | 0.23% | 29,373 | 12,298 | 72.0% | $48.63万 | 加仓 |
| ECL | ECOLAB INC | $116.04万 | 0.23% | 4,165 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $115.95万 | 0.23% | 5,655 | -80 | -1.4% | -$1.64万 | 减仓 |
| CMI | CUMMINS INC | $113.97万 | 0.23% | 1,598 | -73 | -4.4% | -$5.21万 | 减仓 |