13F 机构持仓

Triumph Capital Management

DENVER CO · SEC CIK 0001730765

2026Q22026Q1 更早 9 个季度 🔒
$5.52亿2026Q2 申报市值
1,860持仓数
18.3%前十大占比 · 第一大 3.5%
90 / 72新建仓 / 清仓
申报市值走势$5.52亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.5%
SPY 2.0%
RDVY 1.9%
FIXD 1.8%
VFLO 1.6%
FTCS 1.5%
BND 1.5%
DFSD 1.5%
IVV 1.5%
FTSM 1.5%

2026Q2 买入最多 按季末市值估算

VFLO 加仓+$404.06万
SFLO 加仓+$290.85万
MXL 新建仓+$199.62万
GFLW 加仓+$177.94万
SPCX 新建仓+$169.99万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$230.37万
IGV 减仓-$204.46万
IWR 减仓-$177.58万
IWM 减仓-$141.48万
AMZN 减仓-$136.85万

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
ULTA ULTA BEAUTY INC $760.00%0 0— -$88 清仓
FLGT FULGENT GENETICS INC $820.00%4 00.0% — 不变
IYZ ISHARES TR $850.00%2 00.0% — 不变
RTO RENTOKIL INITIAL PLC $860.00%3 00.0% — 不变
SETM SPROTT FDS TR $930.00%3 00.0% — 不变
HAFN HAFNIA LTD $1130.00%17 17— $113 新建仓
DUOL DUOLINGO INC $1150.00%1 00.0% — 不变
— GLOBAL X FDS $1160.00%3 00.0% — 不变
SLVM SYLVAMO CORP $1180.00%3 00.0% — 不变
FER FERROVIAL NV $1370.00%2 00.0% — 不变
SNN SMITH & NEPHEW PLC $1440.00%5 00.0% — 不变
AER AERCAP HOLDINGS NV $1460.00%1 00.0% — 不变
— TEMPLETON EMERGING MKTS INCO $1480.00%22 00.0% — 不变
THO THOR INDS INC $1500.00%2 00.0% — 不变
QS QUANTUMSCAPE CORP $1510.00%20 00.0% — 不变
RJF RAYMOND JAMES FINL INC $1520.00%1 -1-50.0% -$152 减仓
STAG STAG INDUSTRIAL INC $1520.00%4 00.0% — 不变
PHG KONINKLIJKE PHILIPS N V $1630.00%6 00.0% — 不变
LIFE ETHOS TECHNOLOGIES INC $1630.00%9 9— $163 新建仓
TS TENARIS S A $1660.00%3 00.0% — 不变
HLN HALEON PLC $1680.00%18 00.0% — 不变
— NOBLE CORP PLC $1750.00%12 00.0% — 不变
ILMN ILLUMINA INC $1760.00%1 00.0% — 不变
VEEV VEEVA SYS INC $1770.00%1 00.0% — 不变
FFLC FIDELITY COVINGTON TRUST $1770.00%3 00.0% — 不变
ENLT ENLIGHT RENEWABLE ENERGY LTD $1780.00%2 00.0% — 不变
SRE SEMPRA $1850.00%2 -7-77.8% -$648 减仓
— HARTE HANKS INC $1860.00%86 00.0% — 不变
— QORVO INC $1870.00%2 00.0% — 不变
GMAB GENMAB A/S $1920.00%7 00.0% — 不变
SE SEA LTD $1920.00%2 00.0% — 不变
H HYATT HOTELS CORP $1940.00%1 00.0% — 不变
GLNG GOLAR LNG LTD $1990.00%4 00.0% — 不变
MAT MATTEL INC $2080.00%15 00.0% — 不变
BIIB BIOGEN INC $2160.00%1 00.0% — 不变
PLUG PLUG PWR INC $2170.00%80 -11-12.1% -$30 减仓
EQNR EQUINOR ASA $2200.00%7 00.0% — 不变
KSA ISHARES TR $2240.00%6 00.0% — 不变
SUNB SUNBELT RENTALS HOLDINGS INC $2240.00%3 00.0% — 不变
RGR STURM RUGER & CO INC $2270.00%6 00.0% — 不变
FERG FERGUSON ENTERPRISES INC $2370.00%1 00.0% — 不变
LNG CHENIERE ENERGY INC $2390.00%1 -1-50.0% -$239 减仓
PUK PRUDENTIAL PLC $2410.00%9 00.0% — 不变
NXH BED BATH & BEYOND INC $2550.00%44 44— $255 新建仓
SCHB SCHWAB STRATEGIC TR $2620.00%9 00.0% — 不变
— ELEVATION SERIES TRUST $2630.00%32 414.3% $33 加仓
CBRE CBRE GROUP INC $2690.00%2 00.0% — 不变
EXE EXPAND ENERGY CORPORATION $2740.00%3 -9-75.0% -$822 减仓
MGC VANGUARD WORLD FD $2740.00%1 00.0% — 不变
JKHY HENRY JACK & ASSOC INC $2750.00%2 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $2800.00%1 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $2850.00%3 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $2920.00%1 -22-95.7% -$6,424 减仓
— COYA THERAPEUTICS INC $2920.00%50 00.0% — 不变
VGNT VERSIGENT PLC $2940.00%7 7— $294 新建仓
CAR AVIS BUDGET GROUP INC $2960.00%2 00.0% — 不变
BILS SPDR SERIES TRUST $2980.00%3 3— $298 新建仓
— GLOBAL X FDS $3050.00%8 00.0% — 不变
SHE SPDR SERIES TRUST $3090.00%2 00.0% — 不变
AGYS AGILYSYS INC $3140.00%3 00.0% — 不变
TSCO TRACTOR SUPPLY CO $3160.00%10 -283-96.6% -$8,943 减仓
ETH GRAYSCALE ETHEREUM STAKING $3160.00%21 00.0% — 不变
CVNA CARVANA CO $3290.00%5 00.0% — 不变
PALL ABRDN PALLADIUM ETF TRUST $3310.00%15 00.0% — 不变
PL PLANET LABS PBC $3310.00%10 10— $331 新建仓
— COFFEE HLDG CO INC $3340.00%100 00.0% — 不变
— NET LEASE OFFICE PROPERTIES $3450.00%31 00.0% — 不变
WING WINGSTOP INC $3470.00%2 00.0% — 不变
HNRG HALLADOR ENERGY COMPANY $3480.00%20 -30-60.0% -$522 减仓
UAMY UNITED STATES ANTIMONY CORP $3630.00%50 -50-50.0% -$363 减仓
POWW OUTDOOR HOLDING CO $3650.00%160 31.9% $7 加仓
CAE CAE INC $3760.00%15 00.0% — 不变
— TIDAL TRUST I $3790.00%10 10— $379 新建仓
MTCH MATCH GROUP INC NEW $3800.00%10 00.0% — 不变
TR TOOTSIE ROLL INDS INC $3960.00%10 00.0% — 不变
CWH CAMPING WORLD HLDGS INC $3970.00%52 00.0% — 不变
ESGV VANGUARD WORLD FD $3970.00%3 00.0% — 不变
FSM FORTUNA MNG CORP $3970.00%47 47— $397 新建仓
— DIREXION SHARES ETF TRUST $3990.00%12 -30-71.4% -$998 减仓
SNA SNAP ON INC $4020.00%1 00.0% — 不变
KRUS KURA SUSHI USA INC $4030.00%7 00.0% — 不变
EGP EASTGROUP PPTYS INC $4050.00%2 00.0% — 不变
CNX CNX RES CORP $4070.00%12 00.0% — 不变
— ELECTRONIC ARTS INC $4100.00%2 -19-90.5% -$3,895 减仓
LI LI AUTO INC $4110.00%35 00.0% — 不变
RITM RITHM CAPITAL CORP $4230.00%45 00.0% — 不变
KURA KURA ONCOLOGY INC $4280.00%39 00.0% — 不变
— PACER FDS TR $4290.00%13 7116.7% $231 加仓
VRTS VIRTUS INVT PARTNERS INC $4300.00%3 00.0% — 不变
SSNC SS&C TECH HLDGS $4340.00%7 -5-41.7% -$310 减仓
XHB SPDR SERIES TRUST $4620.00%4 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $4650.00%3 00.0% — 不变
M MACYS INC $4710.00%20 00.0% — 不变
CNQ CANADIAN NAT RES LTD MED TER $4740.00%12 -114-90.5% -$4,503 减仓
EFX EQUIFAX INC $4760.00%3 -17-85.0% -$2,697 减仓
SCHP SCHWAB STRATEGIC TR $4770.00%18 00.0% — 不变
QBTS D-WAVE QUANTUM INC $4800.00%20 -280-93.3% -$6,720 减仓
MT ARCELORMITTAL SA LUXEMBOURG $4820.00%8 00.0% — 不变
ALAB ASTERA LABS INC $4830.00%1 1— $483 新建仓
MCFT MASTERCRAFT BOAT HLDGS INC $4910.00%19 19— $491 新建仓