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 |
|---|---|---|---|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP | $112.60万 | 0.22% | 6,884 | -39 | -0.6% | -$6,379 | 减仓 |
| TJX | TJX COS INC NEW | $111.99万 | 0.22% | 7,392 | -30 | -0.4% | -$4,545 | 减仓 |
| IHI | ISHARES TR | $111.58万 | 0.22% | 21,552 | 8,641 | 66.9% | $44.73万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $109.23万 | 0.22% | 3,901 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $109.00万 | 0.22% | 6,142 | -50 | -0.8% | -$8,874 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $107.75万 | 0.21% | 23,766 | -32 | -0.1% | -$1,451 | 减仓 |
| GE | GE AEROSPACE | $107.26万 | 0.21% | 2,870 | 0 | 0.0% | — | 不变 |
| TEQI | T ROWE PRICE EXCHANGE-TRADED | $100.07万 | 0.20% | 19,863 | 1,159 | 6.2% | $5.84万 | 加仓 |
| MCO | MOODYS CORP | $100.03万 | 0.20% | 2,208 | 39 | 1.8% | $1.77万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $98.61万 | 0.20% | 4,005 | -10 | -0.2% | -$2,462 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $98.57万 | 0.20% | 1,320 | -3 | -0.2% | -$2,240 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $93.96万 | 0.19% | 7,632 | 5 | 0.1% | $616 | 加仓 |
| BA | BOEING CO | $92.48万 | 0.18% | 4,272 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $90.37万 | 0.18% | 7,739 | 5 | 0.1% | $584 | 加仓 |
| CVS | CVS HEALTH CORP | $88.54万 | 0.18% | 8,559 | -333 | -3.7% | -$3.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $88.43万 | 0.18% | 4,888 | -242 | -4.7% | -$4.38万 | 减仓 |
| DE | DEERE & CO | $88.36万 | 0.18% | 1,393 | 15 | 1.1% | $9,515 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $88.18万 | 0.18% | 3,841 | -280 | -6.8% | -$6.43万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $87.95万 | 0.17% | 3,000 | -10 | -0.3% | -$2,932 | 减仓 |
| VTV | VANGUARD INDEX FDS | $87.95万 | 0.17% | 4,036 | -48 | -1.2% | -$1.05万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $86.52万 | 0.17% | 15,015 | -783 | -5.0% | -$4.51万 | 减仓 |
| GEV | GE VERNOVA INC | $86.35万 | 0.17% | 735 | -6 | -0.8% | -$7,049 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $85.85万 | 0.17% | 16,273 | -74 | -0.5% | -$3,904 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $85.66万 | 0.17% | 3,267 | 1,664 | 103.8% | $43.63万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $84.89万 | 0.17% | 1,709 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $84.01万 | 0.17% | 2,267 | -11 | -0.5% | -$4,076 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $80.24万 | 0.16% | 23,713 | 2,530 | 11.9% | $8.56万 | 加仓 |
| IVV | ISHARES TR | $80.21万 | 0.16% | 1,071 | 20 | 1.9% | $1.50万 | 加仓 |
| TFC | TRUIST FINL CORP | $80.12万 | 0.16% | 16,081 | -3,427 | -17.6% | -$17.07万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $79.12万 | 0.16% | 16,549 | -95 | -0.6% | -$4,542 | 减仓 |
| IGV | ISHARES TR | $76.56万 | 0.15% | 8,450 | 1,445 | 20.6% | $13.09万 | 加仓 |
| NTRS | NORTHERN TR CORP | $76.02万 | 0.15% | 4,373 | -97 | -2.2% | -$1.69万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $75.84万 | 0.15% | 4,255 | 655 | 18.2% | $11.67万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $75.40万 | 0.15% | 4,200 | 40 | 1.0% | $7,181 | 加仓 |
| — | ELEVATION SERIES TRUST | $74.64万 | 0.15% | 90,696 | 78 | 0.1% | $642 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $73.76万 | 0.15% | 4,196 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $73.47万 | 0.15% | 13,955 | 195 | 1.4% | $1.03万 | 加仓 |
| SDY | SPDR SERIES TRUST | $71.37万 | 0.14% | 4,690 | 1 | 0.0% | $152 | 加仓 |
| VTI | VANGUARD INDEX FDS | $70.58万 | 0.14% | 1,907 | 8 | 0.4% | $2,961 | 加仓 |
| MMM | 3M CO | $70.48万 | 0.14% | 4,353 | -100 | -2.2% | -$1.62万 | 减仓 |
| DDOG | DATADOG INC | $68.87万 | 0.14% | 2,645 | 775 | 41.4% | $20.18万 | 加仓 |
| SLB | SLB LIMITED | $68.19万 | 0.14% | 14,668 | -75 | -0.5% | -$3,487 | 减仓 |
| D | DOMINION ENERGY INC | $68.11万 | 0.14% | 9,974 | 1,181 | 13.4% | $8.07万 | 加仓 |
| QCOM | QUALCOMM INC | $67.09万 | 0.13% | 3,631 | -19 | -0.5% | -$3,511 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $66.95万 | 0.13% | 1,945 | 29 | 1.5% | $9,983 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $66.67万 | 0.13% | 4,915 | -10,180 | -67.4% | -$138.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $65.38万 | 0.13% | 1,933 | -143 | -6.9% | -$4.84万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $64.92万 | 0.13% | 1,264 | 7 | 0.6% | $3,595 | 加仓 |
| DVY | ISHARES TR | $63.77万 | 0.13% | 4,080 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $63.40万 | 0.13% | 4,292 | 2 | 0.0% | $295 | 加仓 |
| QXO | QXO INC | $61.76万 | 0.12% | 35,740 | 6,425 | 21.9% | $11.10万 | 加仓 |
| UNP | UNION PAC CORP | $60.77万 | 0.12% | 2,234 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $60.25万 | 0.12% | 6,260 | -1,754 | -21.9% | -$16.88万 | 减仓 |
| RIO | RIO TINTO PLC | $58.32万 | 0.12% | 6,144 | -123 | -2.0% | -$1.17万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.27万 | 0.12% | 1,003 | -287 | -22.2% | -$16.67万 | 减仓 |
| RY | ROYAL BK CDA | $57.95万 | 0.12% | 2,800 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $55.47万 | 0.11% | 2,617 | -30 | -1.1% | -$6,358 | 减仓 |
| ADSK | AUTODESK INC | $54.55万 | 0.11% | 2,806 | -47 | -1.6% | -$9,138 | 减仓 |
| IBB | ISHARES TR | $54.55万 | 0.11% | 2,868 | -10 | -0.3% | -$1,902 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $54.36万 | 0.11% | 5,929 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $52.75万 | 0.10% | 2,176 | -2 | -0.1% | -$485 | 减仓 |
| ONON | ON HLDG AG | $51.11万 | 0.10% | 14,430 | -3,350 | -18.8% | -$11.87万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $49.86万 | 0.10% | 6,798 | 485 | 7.7% | $3.56万 | 加仓 |
| EEM | ISHARES TR | $47.52万 | 0.09% | 6,946 | -110 | -1.6% | -$7,525 | 减仓 |
| IMCG | ISHARES TR | $47.42万 | 0.09% | 4,824 | 145 | 3.1% | $1.43万 | 加仓 |
| CI | THE CIGNA GROUP | $46.78万 | 0.09% | 1,697 | -60 | -3.4% | -$1.65万 | 减仓 |
| HSY | HERSHEY CO | $45.09万 | 0.09% | 2,570 | 170 | 7.1% | $2.98万 | 加仓 |
| EFG | ISHARES TR | $43.70万 | 0.09% | 3,512 | 224 | 6.8% | $2.79万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $43.08万 | 0.09% | 3,410 | 3,410 | — | $43.08万 | 新建仓 |
| DOV | DOVER CORP | $42.50万 | 0.08% | 1,895 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $42.12万 | 0.08% | 4,405 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $40.60万 | 0.08% | 3,408 | 3,408 | — | $40.60万 | 新建仓 |
| YUM | YUM BRANDS INC | $40.09万 | 0.08% | 2,508 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $38.22万 | 0.08% | 1,707 | -2,071 | -54.8% | -$46.37万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $37.74万 | 0.07% | 1,707 | 1,707 | — | $37.74万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $34.27万 | 0.07% | 4,786 | -5,906 | -55.2% | -$42.29万 | 减仓 |
| EFA | ISHARES TR | $34.24万 | 0.07% | 3,424 | 3,424 | — | $34.24万 | 新建仓 |
| NFLX | NETFLIX INC. | $33.17万 | 0.07% | 4,645 | 4,645 | — | $33.17万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $32.97万 | 0.07% | 3,805 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $32.64万 | 0.06% | 2,041 | -401 | -16.4% | -$6.41万 | 减仓 |
| TGT | TARGET CORP | $32.39万 | 0.06% | 2,480 | -19 | -0.8% | -$2,482 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $32.29万 | 0.06% | 812 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $31.85万 | 0.06% | 903 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $31.39万 | 0.06% | 696 | -121 | -14.8% | -$5.46万 | 减仓 |
| KO | COCA COLA CO | $31.05万 | 0.06% | 3,820 | -325 | -7.8% | -$2.64万 | 减仓 |
| MOG/A | MOOG INC | $30.77万 | 0.06% | 726 | 5 | 0.7% | $2,119 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $30.67万 | 0.06% | 7,243 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $30.39万 | 0.06% | 892 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $29.95万 | 0.06% | 952 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $28.99万 | 0.06% | 2,577 | 80 | 3.2% | $9,000 | 加仓 |
| WAT | WATERS CORP | $28.80万 | 0.06% | 768 | 768 | — | $28.80万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $28.63万 | 0.06% | 583 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $28.41万 | 0.06% | 4,405 | 0 | 0.0% | — | 重新持有 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $28.26万 | 0.06% | 2,064 | -1,206 | -36.9% | -$16.51万 | 减仓 |
| USB | US BANCORP | $28.12万 | 0.06% | 4,656 | -344 | -6.9% | -$2.08万 | 减仓 |
| CG | CARLYLE GROUP INC | $27.08万 | 0.05% | 6,430 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $26.16万 | 0.05% | 1,119 | -92 | -7.6% | -$2.15万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.98万 | 0.05% | 3,611 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.56万 | 0.05% | 1,080 | -61 | -5.3% | -$1.44万 | 减仓 |
| IWS | ISHARES TR | $25.55万 | 0.05% | 1,552 | -23 | -1.5% | -$3,786 | 减仓 |