Trilogy Capital Inc.
IRVINE CA · SEC CIK 0001722512
$22.70亿2026Q1 申报市值
390持仓数
38.5%前十大占比 · 第一大 9.6%
24 / 13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
XLK 加仓+$1,765.98万
XLY 加仓+$1,757.73万
SUSL 新建仓+$886.93万
XLP 加仓+$871.68万
XLB 加仓+$857.39万
2026Q1 卖出最多 按季末市值估算
XLI 减仓-$2,869.02万
XLF 减仓-$2,010.05万
IEF 减仓-$1,085.78万
XMHQ 减仓-$1,076.77万
XLE 减仓-$1,076.39万
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 |
|---|---|---|---|---|---|---|---|---|
| LMT | LOCKHEED MARTIN CORP | $368.29万 | 0.16% | 6,094 | -248 | -3.9% | -$14.99万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $367.56万 | 0.16% | 36,723 | 3,368 | 10.1% | $33.71万 | 加仓 |
| AMGN | AMGEN INC | $356.60万 | 0.16% | 10,135 | -255 | -2.5% | -$8.97万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $352.43万 | 0.16% | 29,708 | 164 | 0.6% | $1.95万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $349.98万 | 0.15% | 7,592 | 971 | 14.7% | $44.76万 | 加仓 |
| USMV | ISHARES TR | $347.16万 | 0.15% | 37,433 | -2,949 | -7.3% | -$27.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $343.18万 | 0.15% | 4,919 | -667 | -11.9% | -$46.53万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $342.26万 | 0.15% | 101,351 | 8,142 | 8.7% | $27.50万 | 加仓 |
| STT | STATE STR CORP | $337.03万 | 0.15% | 26,630 | 115 | 0.4% | $1.46万 | 加仓 |
| UNP | UNION PAC CORP | $335.57万 | 0.15% | 13,831 | 612 | 4.6% | $14.85万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $333.75万 | 0.15% | 20,097 | -1,142 | -5.4% | -$18.97万 | 减仓 |
| MDT | MEDTRONIC PLC | $333.42万 | 0.15% | 38,479 | 748 | 2.0% | $6.48万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $332.77万 | 0.15% | 28,744 | -316 | -1.1% | -$3.66万 | 减仓 |
| TXN | TEXAS INSTRS INC | $326.87万 | 0.14% | 16,837 | -309 | -1.8% | -$6.00万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $326.40万 | 0.14% | 81,052 | 550 | 0.7% | $2.21万 | 加仓 |
| ITA | ISHARES TR | $326.25万 | 0.14% | 14,914 | 368 | 2.5% | $8.05万 | 加仓 |
| EAGG | ISHARES TR | $325.84万 | 0.14% | 68,527 | 5,345 | 8.5% | $25.42万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $324.74万 | 0.14% | 4,993 | -177 | -3.4% | -$11.51万 | 减仓 |
| VEEV | VEEVA SYS INC | $324.16万 | 0.14% | 18,454 | 1,540 | 9.1% | $27.05万 | 加仓 |
| QCOM | QUALCOMM INC | $312.83万 | 0.14% | 24,292 | 507 | 2.1% | $6.53万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $310.92万 | 0.14% | 38,409 | 672 | 1.8% | $5.44万 | 加仓 |
| VLUE | ISHARES TR | $309.67万 | 0.14% | 21,779 | -2,614 | -10.7% | -$37.17万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $307.84万 | 0.14% | 19,564 | 341 | 1.8% | $5.37万 | 加仓 |
| ADBE | ADOBE INC | $302.71万 | 0.13% | 12,453 | 2,027 | 19.4% | $49.27万 | 加仓 |
| — | ALPS ETF TR | $299.57万 | 0.13% | 36,091 | 501 | 1.4% | $4.16万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $296.74万 | 0.13% | 45,929 | -415 | -0.9% | -$2.68万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $295.09万 | 0.13% | 74,857 | -7,723 | -9.4% | -$30.44万 | 减仓 |
| PODD | INSULET CORP | $290.00万 | 0.13% | 13,820 | 1,363 | 10.9% | $28.60万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $289.19万 | 0.13% | 64,927 | 27,252 | 72.3% | $121.38万 | 加仓 |
| APP | APPLOVIN CORP | $284.73万 | 0.13% | 7,154 | 1,122 | 18.6% | $44.66万 | 加仓 |
| MET | METLIFE INC | $279.75万 | 0.12% | 39,557 | 1,123 | 2.9% | $7.94万 | 加仓 |
| PAYX | PAYCHEX INC | $277.60万 | 0.12% | 30,135 | 4,595 | 18.0% | $42.33万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $276.42万 | 0.12% | 18,055 | 1,956 | 12.1% | $29.95万 | 加仓 |
| DDWM | WISDOMTREE TR | $274.98万 | 0.12% | 62,340 | 25,048 | 67.2% | $110.49万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $267.75万 | 0.12% | 28,524 | 1,541 | 5.7% | $14.47万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $254.97万 | 0.11% | 26,929 | -2,837 | -9.5% | -$26.86万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $246.54万 | 0.11% | 73,507 | -39,174 | -34.8% | -$131.39万 | 减仓 |
| AGG | ISHARES TR | $231.00万 | 0.10% | 23,269 | 2,658 | 12.9% | $26.39万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $227.70万 | 0.10% | 28,258 | -2,967 | -9.5% | -$23.91万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $222.06万 | 0.10% | 7,549 | 427 | 6.0% | $12.56万 | 加仓 |
| IWF | ISHARES TR | $216.51万 | 0.10% | 5,078 | -692 | -12.0% | -$29.51万 | 减仓 |
| MBB | ISHARES TR | $215.52万 | 0.09% | 22,699 | 896 | 4.1% | $8.51万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $208.54万 | 0.09% | 19,855 | 19,855 | — | $208.54万 | 新建仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $206.41万 | 0.09% | 18,022 | -1,819 | -9.2% | -$20.83万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $204.95万 | 0.09% | 4,692 | 123 | 2.7% | $5.37万 | 加仓 |
| IGV | ISHARES TR | $194.99万 | 0.09% | 24,358 | 20,223 | 489.1% | $161.89万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $194.24万 | 0.09% | 10,121 | 41 | 0.4% | $7,869 | 加仓 |
| — | EXXON MOBIL CORP | $192.38万 | 0.08% | 11,339 | 506 | 4.7% | $8.58万 | 加仓 |
| TSLA | TESLA INC | $187.62万 | 0.08% | 5,047 | 20 | 0.4% | $7,435 | 加仓 |
| IQLT | ISHARES TR | $184.15万 | 0.08% | 39,833 | -3,377 | -7.8% | -$15.61万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $183.41万 | 0.08% | 13,260 | 914 | 7.4% | $12.64万 | 加仓 |
| AGGY | WISDOMTREE TR | $182.79万 | 0.08% | 42,070 | -37,926 | -47.4% | -$164.79万 | 减仓 |
| SKOR | FLEXSHARES TR | $181.49万 | 0.08% | 37,327 | -1,721 | -4.4% | -$8.37万 | 减仓 |
| COWZ | PACER FDS TR | $179.72万 | 0.08% | 28,727 | -556 | -1.9% | -$3.48万 | 减仓 |
| ANGL | VANECK ETF TRUST | $178.92万 | 0.08% | 62,300 | -2,765 | -4.2% | -$7.94万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $177.26万 | 0.08% | 10,152 | 8,565 | 539.7% | $149.55万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $174.49万 | 0.08% | 22,070 | 595 | 2.8% | $4.70万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $174.30万 | 0.08% | 167,599 | 167,599 | — | $174.30万 | 新建仓 |
| IVE | ISHARES TR | $172.29万 | 0.08% | 8,160 | 137 | 1.7% | $2.89万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $171.80万 | 0.08% | 11,600 | 420 | 3.8% | $6.22万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $168.27万 | 0.07% | 17,416 | 7,149 | 69.6% | $69.07万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $165.81万 | 0.07% | 15,981 | 5 | 0.0% | $519 | 加仓 |
| ESGD | ISHARES TR | $163.88万 | 0.07% | 17,139 | 1,270 | 8.0% | $12.14万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $161.41万 | 0.07% | 7,429 | 808 | 12.2% | $17.55万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $160.10万 | 0.07% | 20,000 | 20,000 | — | $160.10万 | 新建仓 |
| HD | HOME DEPOT INC | $147.87万 | 0.07% | 4,496 | 251 | 5.9% | $8.26万 | 加仓 |
| IUSG | ISHARES TR | $147.46万 | 0.06% | 9,507 | -119 | -1.2% | -$1.85万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $143.31万 | 0.06% | 35,350 | -248 | -0.7% | -$1.01万 | 减仓 |
| SMH | VANECK ETF TRUST | $140.82万 | 0.06% | 3,673 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO EXCH TRADED FD TR II | $137.24万 | 0.06% | 18,763 | -20,516 | -52.2% | -$150.06万 | 减仓 |
| — | VICTORY PORTFOLIOS II | $131.10万 | 0.06% | 23,176 | -278 | -1.2% | -$1.57万 | 减仓 |
| XJH | ISHARES TR | $130.34万 | 0.06% | 28,728 | 2,327 | 8.8% | $10.56万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $127.26万 | 0.06% | 11,602 | 1,795 | 18.3% | $19.69万 | 加仓 |
| IEFA | ISHARES TR | $125.38万 | 0.06% | 13,850 | 885 | 6.8% | $8.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $124.78万 | 0.05% | 5,105 | -241 | -4.5% | -$5.89万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $122.44万 | 0.05% | 13,062 | 2,723 | 26.3% | $25.52万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $119.74万 | 0.05% | 24,000 | 658 | 2.8% | $3.28万 | 加仓 |
| MPLX | MPLX LP | $118.83万 | 0.05% | 20,822 | -250 | -1.2% | -$1.43万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $118.07万 | 0.05% | 21,844 | 3,173 | 17.0% | $17.15万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $117.67万 | 0.05% | 12,262 | -848 | -6.5% | -$8.14万 | 减仓 |
| INFL | LISTED FDS TR | $116.90万 | 0.05% | 22,455 | -150 | -0.7% | -$7,809 | 减仓 |
| ESGE | ISHARES INC | $116.40万 | 0.05% | 25,598 | 483 | 1.9% | $2.20万 | 加仓 |
| SUSC | ISHARES TR | $115.22万 | 0.05% | 49,799 | 3,499 | 7.6% | $8.10万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.34万 | 0.05% | 1,137 | 43 | 3.9% | $4.29万 | 加仓 |
| HYG | ISHARES TR | $112.82万 | 0.05% | 14,180 | 86 | 0.6% | $6,842 | 加仓 |
| ESML | ISHARES TR | $111.25万 | 0.05% | 23,659 | 1,756 | 8.0% | $8.26万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $108.94万 | 0.05% | 36,230 | -36,629 | -50.3% | -$110.14万 | 减仓 |
| GOOG | ALPHABET INC | $108.53万 | 0.05% | 3,783 | 140 | 3.8% | $4.02万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $107.52万 | 0.05% | 39,486 | -5,133 | -11.5% | -$13.98万 | 减仓 |
| V | VISA INC | $107.35万 | 0.05% | 3,552 | 345 | 10.8% | $10.43万 | 加仓 |
| IEMG | ISHARES INC | $104.66万 | 0.05% | 15,005 | -723 | -4.6% | -$5.04万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看涨期权 | $101.72万 | 0.04% | 5,000 | 5,000 | — | $101.72万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $95.70万 | 0.04% | 4,626 | -107 | -2.3% | -$2.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $95.69万 | 0.04% | 6,625 | 336 | 5.3% | $4.85万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $95.03万 | 0.04% | 16,046 | 275 | 1.7% | $1.63万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $94.71万 | 0.04% | 31,412 | 6,166 | 24.4% | $18.59万 | 加仓 |
| DE | DEERE & CO | $94.29万 | 0.04% | 1,674 | -1 | -0.1% | -$563 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $93.56万 | 0.04% | 5,659 | -731 | -11.4% | -$12.09万 | 减仓 |
| CRM | SALESFORCE INC 看涨期权 | $93.33万 | 0.04% | 5,000 | 5,000 | — | $93.33万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $92.82万 | 0.04% | 18,389 | -545 | -2.9% | -$2.75万 | 减仓 |