Triangle Securities Wealth Management
RALEIGH NC · SEC CIK 0001541353
$4.41亿2026Q1 申报市值
206持仓数
27.1%前十大占比 · 第一大 4.0%
7 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DIMENSIONAL ETF 加仓+$146.55万
AVMV 加仓+$145.91万
LYB 新建仓+$110.85万
NOW 加仓+$98.31万
JAVA 加仓+$54.06万
2026Q1 卖出最多 按季末市值估算
IJH 减仓-$865.40万
AAPL 减仓-$777.14万
CAT 减仓-$513.44万
WFC 减仓-$272.48万
LRCX 减仓-$116.53万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $763.96万 | 1.73% | 30,102 | -30,621 | -50.4% | -$777.14万 | 减仓 |
| — | EXXON MOBIL CORP | $780.23万 | 1.77% | 45,988 | -143 | -0.3% | -$2.43万 | 减仓 |
| MSFT | MICROSOFT CORP | $811.42万 | 1.84% | 21,920 | -2,004 | -8.4% | -$74.18万 | 减仓 |
| IUSB | ISHARES TR | $922.25万 | 2.09% | 199,664 | 4,549 | 2.3% | $21.01万 | 加仓 |
| IJR | ISHARES TR | $926.82万 | 2.10% | 74,557 | 2,795 | 3.9% | $34.74万 | 加仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $961.84万 | 2.18% | 227,063 | 241 | 0.1% | $1.02万 | 加仓 |
| IJH | ISHARES TR | $1,003.60万 | 2.28% | 148,616 | -128,151 | -46.3% | -$865.40万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,020.23万 | 2.32% | 259,798 | -251 | -0.1% | -$9,857 | 减仓 |
| GOOG | ALPHABET INC | $1,105.99万 | 2.51% | 38,555 | -1,689 | -4.2% | -$48.45万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,175.45万 | 2.67% | 124,281 | -534 | -0.4% | -$5.05万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,387.02万 | 3.15% | 19,879 | -313 | -1.6% | -$21.84万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,647.19万 | 3.74% | 532,039 | 15,208 | 2.9% | $47.08万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,780.77万 | 4.04% | 248,192 | 7,534 | 3.1% | $54.06万 | 加仓 |