Triumph Capital Management
DENVER CO · SEC CIK 0001730765
$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
26Q126Q2
前十大持仓 占组合比例
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 | $76 | 0.00% | 0 | 0 | — | -$88 | 清仓 |
| FLGT | FULGENT GENETICS INC | $82 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IYZ | ISHARES TR | $85 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| RTO | RENTOKIL INITIAL PLC | $86 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SETM | SPROTT FDS TR | $93 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HAFN | HAFNIA LTD | $113 | 0.00% | 17 | 17 | — | $113 | 新建仓 |
| DUOL | DUOLINGO INC | $115 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $116 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SLVM | SYLVAMO CORP | $118 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FER | FERROVIAL NV | $137 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $144 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $146 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TEMPLETON EMERGING MKTS INCO | $148 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| THO | THOR INDS INC | $150 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| QS | QUANTUMSCAPE CORP | $151 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $152 | 0.00% | 1 | -1 | -50.0% | -$152 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $152 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $163 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| LIFE | ETHOS TECHNOLOGIES INC | $163 | 0.00% | 9 | 9 | — | $163 | 新建仓 |
| TS | TENARIS S A | $166 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $168 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| — | NOBLE CORP PLC | $175 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $176 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $177 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FFLC | FIDELITY COVINGTON TRUST | $177 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $178 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $185 | 0.00% | 2 | -7 | -77.8% | -$648 | 减仓 |
| — | HARTE HANKS INC | $186 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $187 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GMAB | GENMAB A/S | $192 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $192 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $194 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $199 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $208 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $216 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PLUG | PLUG PWR INC | $217 | 0.00% | 80 | -11 | -12.1% | -$30 | 减仓 |
| EQNR | EQUINOR ASA | $220 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| KSA | ISHARES TR | $224 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $224 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $227 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $237 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $239 | 0.00% | 1 | -1 | -50.0% | -$239 | 减仓 |
| PUK | PRUDENTIAL PLC | $241 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $255 | 0.00% | 44 | 44 | — | $255 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $262 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | ELEVATION SERIES TRUST | $263 | 0.00% | 32 | 4 | 14.3% | $33 | 加仓 |
| CBRE | CBRE GROUP INC | $269 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $274 | 0.00% | 3 | -9 | -75.0% | -$822 | 减仓 |
| MGC | VANGUARD WORLD FD | $274 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $275 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $280 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP DEL | $285 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES INC | $292 | 0.00% | 1 | -22 | -95.7% | -$6,424 | 减仓 |
| — | COYA THERAPEUTICS INC | $292 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $294 | 0.00% | 7 | 7 | — | $294 | 新建仓 |
| CAR | AVIS BUDGET GROUP INC | $296 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| BILS | SPDR SERIES TRUST | $298 | 0.00% | 3 | 3 | — | $298 | 新建仓 |
| — | GLOBAL X FDS | $305 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $309 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $314 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $316 | 0.00% | 10 | -283 | -96.6% | -$8,943 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $316 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $329 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PALLADIUM ETF TRUST | $331 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC | $331 | 0.00% | 10 | 10 | — | $331 | 新建仓 |
| — | COFFEE HLDG CO INC | $334 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $345 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $347 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HNRG | HALLADOR ENERGY COMPANY | $348 | 0.00% | 20 | -30 | -60.0% | -$522 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $363 | 0.00% | 50 | -50 | -50.0% | -$363 | 减仓 |
| POWW | OUTDOOR HOLDING CO | $365 | 0.00% | 160 | 3 | 1.9% | $7 | 加仓 |
| CAE | CAE INC | $376 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $379 | 0.00% | 10 | 10 | — | $379 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $380 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC | $396 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CWH | CAMPING WORLD HLDGS INC | $397 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD WORLD FD | $397 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $397 | 0.00% | 47 | 47 | — | $397 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $399 | 0.00% | 12 | -30 | -71.4% | -$998 | 减仓 |
| SNA | SNAP ON INC | $402 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KRUS | KURA SUSHI USA INC | $403 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| EGP | EASTGROUP PPTYS INC | $405 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $407 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $410 | 0.00% | 2 | -19 | -90.5% | -$3,895 | 减仓 |
| LI | LI AUTO INC | $411 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $423 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| KURA | KURA ONCOLOGY INC | $428 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $429 | 0.00% | 13 | 7 | 116.7% | $231 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $430 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $434 | 0.00% | 7 | -5 | -41.7% | -$310 | 减仓 |
| XHB | SPDR SERIES TRUST | $462 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $465 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| M | MACYS INC | $471 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $474 | 0.00% | 12 | -114 | -90.5% | -$4,503 | 减仓 |
| EFX | EQUIFAX INC | $476 | 0.00% | 3 | -17 | -85.0% | -$2,697 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $477 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $480 | 0.00% | 20 | -280 | -93.3% | -$6,720 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $482 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $483 | 0.00% | 1 | 1 | — | $483 | 新建仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $491 | 0.00% | 19 | 19 | — | $491 | 新建仓 |