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 |
|---|---|---|---|---|---|---|---|---|
| JAVA | J P MORGAN EXCHANGE TRADED F | $1,780.77万 | 4.04% | 248,192 | 7,534 | 3.1% | $54.06万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,647.19万 | 3.74% | 532,039 | 15,208 | 2.9% | $47.08万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,387.02万 | 3.15% | 19,879 | -313 | -1.6% | -$21.84万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $1,175.45万 | 2.67% | 124,281 | -534 | -0.4% | -$5.05万 | 减仓 |
| GOOG | ALPHABET INC | $1,105.99万 | 2.51% | 38,555 | -1,689 | -4.2% | -$48.45万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $1,020.23万 | 2.32% | 259,798 | -251 | -0.1% | -$9,857 | 减仓 |
| IJH | ISHARES TR | $1,003.60万 | 2.28% | 148,616 | -128,151 | -46.3% | -$865.40万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $961.84万 | 2.18% | 227,063 | 241 | 0.1% | $1.02万 | 加仓 |
| IJR | ISHARES TR | $926.82万 | 2.10% | 74,557 | 2,795 | 3.9% | $34.74万 | 加仓 |
| IUSB | ISHARES TR | $922.25万 | 2.09% | 199,664 | 4,549 | 2.3% | $21.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $811.42万 | 1.84% | 21,920 | -2,004 | -8.4% | -$74.18万 | 减仓 |
| — | EXXON MOBIL CORP | $780.23万 | 1.77% | 45,988 | -143 | -0.3% | -$2.43万 | 减仓 |
| AAPL | APPLE INC | $763.96万 | 1.73% | 30,102 | -30,621 | -50.4% | -$777.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $691.00万 | 1.57% | 23,491 | -1,419 | -5.7% | -$41.74万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $688.81万 | 1.56% | 268,645 | 9,781 | 3.8% | $25.08万 | 加仓 |
| BN | BROOKFIELD CORP | $626.09万 | 1.42% | 154,705 | 5,579 | 3.7% | $22.58万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $591.45万 | 1.34% | 84,456 | 6,095 | 7.8% | $42.68万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $576.01万 | 1.31% | 195,324 | 2,406 | 1.2% | $7.10万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $562.50万 | 1.28% | 6,649 | -29 | -0.4% | -$2.45万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $540.89万 | 1.23% | 100,072 | 789 | 0.8% | $4.26万 | 加仓 |
| KKR | KKR & CO INC | $540.26万 | 1.23% | 58,407 | -921 | -1.6% | -$8.52万 | 减仓 |
| LOW | LOWES COS INC | $518.73万 | 1.18% | 21,954 | -992 | -4.3% | -$23.44万 | 减仓 |
| AVGO | BROADCOM INC | $516.85万 | 1.17% | 16,699 | -208 | -1.2% | -$6.44万 | 减仓 |
| BX | BLACKSTONE INC | $503.74万 | 1.14% | 43,807 | 418 | 1.0% | $4.81万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $473.12万 | 1.07% | 103,709 | 8,319 | 8.7% | $37.95万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $470.68万 | 1.07% | 19,256 | 162 | 0.8% | $3.96万 | 加仓 |
| CAT | CATERPILLAR INC | $450.10万 | 1.02% | 6,353 | -7,247 | -53.3% | -$513.44万 | 减仓 |
| QLTY | GMO ETF TRUST | $440.98万 | 1.00% | 121,885 | 4,155 | 3.5% | $15.03万 | 加仓 |
| VCR | VANGUARD WORLD FD | $431.82万 | 0.98% | 12,028 | -99 | -0.8% | -$3.55万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $424.26万 | 0.96% | 28,647 | -527 | -1.8% | -$7.80万 | 减仓 |
| KIE | SPDR SERIES TRUST | $418.69万 | 0.95% | 76,126 | -427 | -0.6% | -$2.35万 | 减仓 |
| RTX | RTX CORPORATION | $400.94万 | 0.91% | 20,785 | -940 | -4.3% | -$18.13万 | 减仓 |
| LLY | ELI LILLY & CO | $390.90万 | 0.89% | 4,250 | -106 | -2.4% | -$9.75万 | 减仓 |
| IJK | ISHARES TR | $389.72万 | 0.88% | 38,732 | 1,071 | 2.8% | $10.78万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $379.55万 | 0.86% | 28,987 | -144 | -0.5% | -$1.89万 | 减仓 |
| AVMV | AMERICAN CENTY ETF TR | $350.59万 | 0.80% | 47,262 | 19,670 | 71.3% | $145.91万 | 加仓 |
| META | META PLATFORMS INC | $350.16万 | 0.79% | 6,120 | -42 | -0.7% | -$2.40万 | 减仓 |
| WAB | WABTEC | $343.70万 | 0.78% | 13,753 | -165 | -1.2% | -$4.12万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $342.48万 | 0.78% | 36,873 | -1,161 | -3.1% | -$10.78万 | 减仓 |
| AMZN | AMAZON COM INC | $341.04万 | 0.77% | 16,375 | -144 | -0.9% | -$3.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $329.23万 | 0.75% | 113,215 | -3,741 | -3.2% | -$10.88万 | 减仓 |
| EAGL | 2023 ETF SERIES TRUST | $323.97万 | 0.74% | 106,500 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $317.90万 | 0.72% | 6,634 | -182 | -2.7% | -$8.72万 | 减仓 |
| V | VISA INC | $315.92万 | 0.72% | 10,453 | -298 | -2.8% | -$9.01万 | 减仓 |
| PEP | PEPSICO INC | $313.52万 | 0.71% | 20,189 | 197 | 1.0% | $3.06万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.88万 | 0.71% | 17,883 | -210 | -1.2% | -$3.66万 | 减仓 |
| BAC | BANK AMERICA CORP | $311.79万 | 0.71% | 63,956 | -688 | -1.1% | -$3.35万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $302.31万 | 0.69% | 120,443 | -133 | -0.1% | -$3,338 | 减仓 |
| CVX | CHEVRON CORPORATION | $283.53万 | 0.64% | 13,704 | -937 | -6.4% | -$19.39万 | 减仓 |
| EMR | EMERSON ELEC CO | $270.49万 | 0.61% | 20,645 | -538 | -2.5% | -$7.05万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $265.06万 | 0.60% | 6,068 | 327 | 5.7% | $14.28万 | 加仓 |
| IJS | ISHARES TR | $257.70万 | 0.58% | 21,756 | -99 | -0.5% | -$1.17万 | 减仓 |
| LIN | LINDE PLC | $255.97万 | 0.58% | 5,163 | -82 | -1.6% | -$4.07万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD III | $255.59万 | 0.58% | 74,488 | -160 | -0.2% | -$5,490 | 减仓 |
| WFC | WELLS FARGO & CO | $252.60万 | 0.57% | 31,730 | -34,226 | -51.9% | -$272.48万 | 减仓 |
| AMGN | AMGEN INC | $236.34万 | 0.54% | 6,717 | -1 | -0.0% | -$352 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $228.00万 | 0.52% | 11,880 | 154 | 1.3% | $2.96万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $225.94万 | 0.51% | 42,807 | 3,857 | 9.9% | $20.36万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $223.12万 | 0.51% | 10,443 | -5,454 | -34.3% | -$116.53万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $220.20万 | 0.50% | 53,931 | 2,341 | 4.5% | $9.56万 | 加仓 |
| GRMN | GARMIN LTD | $219.44万 | 0.50% | 9,458 | -95 | -1.0% | -$2.20万 | 减仓 |
| CTVA | CORTEVA INC | $218.84万 | 0.50% | 26,143 | -295 | -1.1% | -$2.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $206.06万 | 0.47% | 2,068 | 65 | 3.2% | $6.48万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $204.06万 | 0.46% | 13,380 | 53 | 0.4% | $8,083 | 加仓 |
| NOW | SERVICENOW INC | $198.89万 | 0.45% | 19,023 | 9,403 | 97.7% | $98.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $196.22万 | 0.45% | 5,741 | -50 | -0.9% | -$1.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $193.36万 | 0.44% | 13,387 | -1,075 | -7.4% | -$15.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $179.14万 | 0.41% | 51,125 | 41,824 | 449.7% | $146.55万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $170.68万 | 0.39% | 4,945 | -19 | -0.4% | -$6,558 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $169.44万 | 0.38% | 4,721 | -59 | -1.2% | -$2.12万 | 减仓 |
| CRM | SALESFORCE INC | $163.37万 | 0.37% | 8,752 | 284 | 3.4% | $5.30万 | 加仓 |
| WMT | WALMART INC | $159.84万 | 0.36% | 12,862 | -137 | -1.1% | -$1.70万 | 减仓 |
| MRK | MERCK & CO INC | $159.72万 | 0.36% | 13,278 | 5 | 0.0% | $601 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $158.84万 | 0.36% | 11,484 | -332 | -2.8% | -$4.59万 | 减仓 |
| ORCL | ORACLE CORP | $155.89万 | 0.35% | 10,597 | -2,344 | -18.1% | -$34.48万 | 减仓 |
| COP | CONOCOPHILLIPS | $151.65万 | 0.34% | 11,489 | -120 | -1.0% | -$1.58万 | 减仓 |
| USFD | US FOODS HLDG CORP | $147.54万 | 0.33% | 16,000 | -405 | -2.5% | -$3.73万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.33% | 2 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $141.70万 | 0.32% | 6,541 | -76 | -1.1% | -$1.65万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $139.89万 | 0.32% | 2,846 | 70 | 2.5% | $3.44万 | 加仓 |
| MS | MORGAN STANLEY | $139.13万 | 0.32% | 8,454 | -402 | -4.5% | -$6.62万 | 减仓 |
| DHR | DANAHER CORP DEL | $135.37万 | 0.31% | 7,140 | 4 | 0.1% | $758 | 加仓 |
| VHT | VANGUARD WORLD FD | $133.46万 | 0.30% | 4,901 | 261 | 5.6% | $7.11万 | 加仓 |
| GOOGL | ALPHABET INC | $130.67万 | 0.30% | 4,544 | -61 | -1.3% | -$1.75万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $126.12万 | 0.29% | 9,490 | -100 | -1.0% | -$1.33万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $124.23万 | 0.28% | 4,591 | -4 | -0.1% | -$1,082 | 减仓 |
| VOX | VANGUARD WORLD FD | $122.42万 | 0.28% | 6,807 | -125 | -1.8% | -$2.25万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $119.96万 | 0.27% | 7,627 | 31 | 0.4% | $4,876 | 加仓 |
| AMT | AMERICAN TOWER CORP | $119.48万 | 0.27% | 6,923 | -66 | -0.9% | -$1.14万 | 减仓 |
| TJX | TJX COS INC NEW | $118.53万 | 0.27% | 7,422 | -34 | -0.5% | -$5,430 | 减仓 |
| C | CITIGROUP INC | $118.25万 | 0.27% | 10,427 | -855 | -7.6% | -$9.70万 | 减仓 |
| — | ELECTRONIC ARTS INC | $116.92万 | 0.27% | 5,735 | -83 | -1.4% | -$1.69万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $115.22万 | 0.26% | 3,357 | -13 | -0.4% | -$4,462 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $114.78万 | 0.26% | 609 | 2 | 0.3% | $3,769 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $110.85万 | 0.25% | 13,760 | 13,760 | — | $110.85万 | 新建仓 |
| ECL | ECOLAB INC | $110.80万 | 0.25% | 4,165 | 5 | 0.1% | $1,330 | 加仓 |
| VO | VANGUARD INDEX FDS | $109.24万 | 0.25% | 3,804 | 24 | 0.6% | $6,892 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $109.21万 | 0.25% | 23,798 | 3 | 0.0% | $138 | 加仓 |
| VEEV | VEEVA SYS INC | $108.77万 | 0.25% | 6,192 | 80 | 1.3% | $1.41万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $104.08万 | 0.24% | 3,901 | -42 | -1.1% | -$1.12万 | 减仓 |