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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $621.62万 | 1.23% | 45,466 | -522 | -1.1% | -$7.14万 | 减仓 |
| CAT | CATERPILLAR INC | $656.11万 | 1.30% | 6,161 | -192 | -3.0% | -$20.45万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $660.32万 | 1.31% | 6,529 | -120 | -1.8% | -$12.14万 | 减仓 |
| BN | BROOKFIELD CORP | $670.06万 | 1.33% | 157,329 | 2,624 | 1.7% | $11.18万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $703.04万 | 1.40% | 203,073 | 7,749 | 4.0% | $26.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $759.63万 | 1.51% | 20,364 | -1,556 | -7.1% | -$58.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $763.20万 | 1.52% | 23,316 | -175 | -0.7% | -$5.73万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $816.21万 | 1.62% | 277,339 | 8,694 | 3.2% | $25.59万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $832.65万 | 1.65% | 89,479 | 5,023 | 5.9% | $46.74万 | 加仓 |
| AAPL | APPLE INC | $866.96万 | 1.72% | 29,961 | -141 | -0.5% | -$4.08万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $942.57万 | 1.87% | 224,795 | -2,268 | -1.0% | -$9.51万 | 减仓 |
| IUSB | ISHARES TR | $956.04万 | 1.90% | 207,159 | 7,495 | 3.8% | $34.59万 | 加仓 |
| BX | BLACKSTONE INC | $1,032.23万 | 2.05% | 88,720 | 44,913 | 102.5% | $522.55万 | 加仓 |
| IJR | ISHARES TR | $1,119.25万 | 2.22% | 75,467 | 910 | 1.2% | $13.50万 | 加仓 |
| IJH | ISHARES TR | $1,160.12万 | 2.30% | 150,450 | 1,834 | 1.2% | $14.14万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,224.82万 | 2.43% | 256,588 | -3,210 | -1.2% | -$15.32万 | 减仓 |
| GOOG | ALPHABET INC | $1,287.29万 | 2.56% | 36,433 | -2,122 | -5.5% | -$74.98万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,356.40万 | 2.69% | 124,315 | 34 | 0.0% | $3,710 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,872.44万 | 3.72% | 156,663 | -2,369 | -1.5% | -$28.31万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,955.74万 | 3.88% | 530,443 | -1,596 | -0.3% | -$5.88万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $2,009.12万 | 3.99% | 253,006 | 4,814 | 1.9% | $38.23万 | 加仓 |