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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $103.71万 | 0.24% | 6,469 | 987 | 18.0% | $15.82万 | 加仓 |
| ASML | ASML HLDG NV | $97.87万 | 0.22% | 741 | -20 | -2.6% | -$2.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $95.81万 | 0.22% | 15,798 | 19 | 0.1% | $1,152 | 加仓 |
| MCO | MOODYS CORP | $94.64万 | 0.21% | 2,169 | -9 | -0.4% | -$3,927 | 减仓 |
| CMI | CUMMINS INC | $89.90万 | 0.20% | 1,671 | -155 | -8.5% | -$8.34万 | 减仓 |
| TFC | TRUIST FINL CORP | $89.68万 | 0.20% | 19,508 | -1,558 | -7.4% | -$7.16万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $89.54万 | 0.20% | 7,734 | -1 | -0.0% | -$116 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $89.25万 | 0.20% | 4,121 | 118 | 2.9% | $2.56万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $87.44万 | 0.20% | 3,010 | -65 | -2.1% | -$1.89万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $86.04万 | 0.20% | 1,323 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $85.39万 | 0.19% | 3,778 | -68 | -1.8% | -$1.54万 | 减仓 |
| BA | BOEING CO | $85.03万 | 0.19% | 4,272 | -80 | -1.8% | -$1.59万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $84.82万 | 0.19% | 5,130 | -27 | -0.5% | -$4,464 | 减仓 |
| TEQI | T ROWE PRICE ETF INC | $84.20万 | 0.19% | 18,704 | 1,221 | 7.0% | $5.50万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $83.55万 | 0.19% | 4,015 | 15 | 0.4% | $3,121 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $82.99万 | 0.19% | 4,196 | 358 | 9.3% | $7.08万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $82.41万 | 0.19% | 10,692 | -922 | -7.9% | -$7.11万 | 减仓 |
| GE | GE AEROSPACE | $81.44万 | 0.18% | 2,870 | 199 | 7.5% | $5.65万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $80.12万 | 0.18% | 4,084 | 24 | 0.6% | $4,709 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $79.99万 | 0.18% | 16,347 | -301 | -1.8% | -$1.47万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $78.94万 | 0.18% | 4,160 | 2,710 | 186.9% | $51.42万 | 加仓 |
| MCD | MCDONALDS CORP | $77.79万 | 0.18% | 2,503 | 283 | 12.7% | $8.80万 | 加仓 |
| DE | DEERE & CO | $77.62万 | 0.18% | 1,378 | 3 | 0.2% | $1,690 | 加仓 |
| DIS | DISNEY WALT CO | $77.24万 | 0.18% | 8,014 | -2,250 | -21.9% | -$21.69万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $76.31万 | 0.17% | 1,709 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $75.76万 | 0.17% | 14,743 | -185 | -1.2% | -$9,507 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $74.51万 | 0.17% | 2,278 | -40 | -1.7% | -$1.31万 | 减仓 |
| — | ELEVATION SERIES TRUST | $71.12万 | 0.16% | 90,618 | 190 | 0.2% | $1,491 | 加仓 |
| — | DUPONT DE NEMOURS INC | $69.14万 | 0.16% | 15,095 | -80 | -0.5% | -$3,664 | 减仓 |
| IHI | ISHARES TR | $68.88万 | 0.16% | 12,911 | -2,732 | -17.5% | -$14.58万 | 减仓 |
| IVV | ISHARES TR | $68.65万 | 0.16% | 1,051 | 89 | 9.3% | $5.81万 | 加仓 |
| SDY | SPDR SERIES TRUST | $68.43万 | 0.16% | 4,689 | -164 | -3.4% | -$2.39万 | 减仓 |
| ADSK | AUTODESK INC | $68.30万 | 0.16% | 2,853 | -1,322 | -31.7% | -$31.65万 | 减仓 |
| GEV | GE VERNOVA INC | $64.68万 | 0.15% | 741 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $64.67万 | 0.15% | 4,453 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $63.86万 | 0.14% | 8,892 | -632 | -6.6% | -$4.54万 | 减仓 |
| ADBE | ADOBE INC | $63.15万 | 0.14% | 2,598 | -828 | -24.2% | -$20.13万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $62.81万 | 0.14% | 1,257 | -4 | -0.3% | -$1,999 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $62.79万 | 0.14% | 2,076 | -566 | -21.4% | -$17.12万 | 减仓 |
| NTRS | NORTHERN TR CORP | $62.39万 | 0.14% | 4,470 | -115 | -2.5% | -$1.61万 | 减仓 |
| DVY | ISHARES TR | $61.78万 | 0.14% | 4,080 | 255 | 6.7% | $3.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $61.71万 | 0.14% | 21,183 | 4,322 | 25.6% | $12.59万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $61.60万 | 0.14% | 16,644 | -2,040 | -10.9% | -$7.55万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $61.40万 | 0.14% | 1,916 | -60 | -3.0% | -$1.92万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $60.98万 | 0.14% | 17,075 | 8,025 | 88.7% | $28.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.94万 | 0.14% | 1,899 | 576 | 43.5% | $18.48万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $60.63万 | 0.14% | 144 | 34 | 30.9% | $14.32万 | 加仓 |
| ONON | ON HLDG AG | $60.49万 | 0.14% | 17,780 | -195 | -1.1% | -$6,634 | 减仓 |
| RIO | RIO TINTO PLC | $58.47万 | 0.13% | 6,267 | -52 | -0.8% | -$4,851 | 减仓 |
| QXO | QXO INC | $56.93万 | 0.13% | 29,315 | 3,215 | 12.3% | $6.24万 | 加仓 |
| IJJ | ISHARES TR | $56.84万 | 0.13% | 4,290 | 35 | 0.8% | $4,637 | 加仓 |
| IGV | ISHARES TR | $56.08万 | 0.13% | 7,005 | 525 | 8.1% | $4.20万 | 加仓 |
| D | DOMINION ENERGY INC | $54.36万 | 0.12% | 8,793 | -318 | -3.5% | -$1.97万 | 减仓 |
| UNP | UNION PAC CORP | $54.21万 | 0.12% | 2,234 | -2,290 | -50.6% | -$55.56万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $53.12万 | 0.12% | 3,270 | -486 | -12.9% | -$7.90万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $51.88万 | 0.12% | 2,647 | -37 | -1.4% | -$7,251 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $50.54万 | 0.11% | 5,929 | 165 | 2.9% | $1.41万 | 加仓 |
| HSY | HERSHEY CO | $49.89万 | 0.11% | 2,400 | -80 | -3.2% | -$1.66万 | 减仓 |
| IBB | ISHARES TR | $48.59万 | 0.11% | 2,878 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $47.01万 | 0.11% | 3,650 | -43 | -1.2% | -$5,538 | 减仓 |
| CI | THE CIGNA GROUP | $46.87万 | 0.11% | 1,757 | -106 | -5.7% | -$2.83万 | 减仓 |
| IWD | ISHARES TR | $46.54万 | 0.11% | 2,178 | 137 | 6.7% | $2.93万 | 加仓 |
| RY | ROYAL BK CDA | $45.30万 | 0.10% | 2,800 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $42.71万 | 0.10% | 817 | -71 | -8.0% | -$3.71万 | 减仓 |
| EEM | ISHARES TR | $40.07万 | 0.09% | 7,056 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $39.50万 | 0.09% | 1,895 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $38.99万 | 0.09% | 2,508 | -10 | -0.4% | -$1,555 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $38.87万 | 0.09% | 1,603 | -1,670 | -51.0% | -$40.49万 | 减仓 |
| DGRW | WISDOMTREE TR | $38.69万 | 0.09% | 4,405 | -140 | -3.1% | -$1.23万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $37.43万 | 0.08% | 812 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES TR | $36.86万 | 0.08% | 4,679 | 794 | 20.4% | $6.25万 | 加仓 |
| EFG | ISHARES TR | $36.61万 | 0.08% | 3,288 | 87 | 2.7% | $9,688 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $36.36万 | 0.08% | 7,243 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $35.55万 | 0.08% | 6,313 | -195 | -3.0% | -$1.10万 | 减仓 |
| TSN | TYSON FOODS INC | $35.24万 | 0.08% | 5,500 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $35.19万 | 0.08% | 2,238 | -335 | -13.0% | -$5.27万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $33.52万 | 0.08% | 979 | -883 | -47.4% | -$30.23万 | 减仓 |
| KO | COCA COLA CO | $31.52万 | 0.07% | 4,145 | 47 | 1.1% | $3,574 | 加仓 |
| CG | CARLYLE GROUP INC | $31.11万 | 0.07% | 6,430 | -38 | -0.6% | -$1,839 | 减仓 |
| TGT | TARGET CORP | $30.29万 | 0.07% | 2,499 | -185 | -6.9% | -$2.24万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $29.93万 | 0.07% | 3,805 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $29.70万 | 0.07% | 903 | -44 | -4.6% | -$1.45万 | 减仓 |
| CB | CHUBB LTD SWITZ | $29.07万 | 0.07% | 892 | 0 | 0.0% | — | 不变 |
| AEIS | ADVANCED ENERGY INDS | $27.46万 | 0.06% | 851 | -239 | -21.9% | -$7.71万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.32万 | 0.06% | 952 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $27.19万 | 0.06% | 4,153 | -984 | -19.2% | -$6.44万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $26.24万 | 0.06% | 1,290 | 24 | 1.9% | $4,882 | 加仓 |
| USB | US BANCORP | $26.00万 | 0.06% | 5,000 | 87 | 1.8% | $4,525 | 加仓 |
| CPRT | COPART INC | $25.74万 | 0.06% | 7,752 | -1,440 | -15.7% | -$4.78万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $25.00万 | 0.06% | 8,148 | 55 | 0.7% | $1,687 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.53万 | 0.06% | 1,141 | -23 | -2.0% | -$4,945 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $24.30万 | 0.06% | 583 | -583 | -50.0% | -$24.30万 | 减仓 |
| SJM | SMUCKER J M CO | $24.08万 | 0.05% | 2,497 | -270 | -9.8% | -$2.60万 | 减仓 |
| MO | ALTRIA GROUP INC | $23.83万 | 0.05% | 3,611 | -27 | -0.7% | -$1,782 | 减仓 |
| FORM | FORMFACTOR INC | $23.68万 | 0.05% | 2,442 | 2,442 | — | $23.68万 | 新建仓 |
| IWS | ISHARES TR | $22.95万 | 0.05% | 1,575 | -58 | -3.6% | -$8,452 | 减仓 |
| BALL | BALL CORP | $22.91万 | 0.05% | 3,875 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $22.90万 | 0.05% | 2,374 | -1,765 | -42.6% | -$17.03万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $22.90万 | 0.05% | 3,973 | -2,306 | -36.7% | -$13.29万 | 重新持有 |
| EPD | ENTERPRISE PRODS PARTNERS L | $22.55万 | 0.05% | 5,959 | -6,628 | -52.7% | -$25.08万 | 减仓 |