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 |
|---|---|---|---|---|---|---|---|---|
| APTV | APTIV PLC | $1,289 | 0.00% | 21 | -1 | -4.5% | -$61 | 减仓 |
| SUSC | ISHARES TR | $1,296 | 0.00% | 56 | 2 | 3.7% | $46 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $1,300 | 0.00% | 201 | 24 | 13.6% | $155 | 加仓 |
| SPIR | SPIRE GLOBAL INC | $1,302 | 0.00% | 70 | 70 | — | $1,302 | 新建仓 |
| OSIS | OSI SYSTEMS INC | $1,312 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| BHF | BRIGHTHOUSE FINL INC | $1,329 | 0.00% | 21 | -1,329 | -98.4% | -$8.41万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,331 | 0.00% | 20 | 20 | — | $1,331 | 新建仓 |
| — | AMPLIFY ETF TR | $1,339 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $1,350 | 0.00% | 53 | -550 | -91.2% | -$1.40万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,352 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $1,364 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $1,376 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $1,382 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PXH | INVESCO EXCH TRADED FD TR II | $1,394 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $1,397 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $1,416 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC | $1,423 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL | $1,434 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $1,448 | 0.00% | 38 | 10 | 35.7% | $381 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $1,453 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | TRIPLEPOINT VENTURE GROWTH B | $1,473 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| COHU | COHU INC | $1,478 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VFVA | VANGUARD WELLINGTON FD | $1,484 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO | $1,492 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1,508 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $1,509 | 0.00% | 21 | -16 | -43.2% | -$1,150 | 减仓 |
| GNTX | GENTEX CORP | $1,516 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| IWMI | NEOS ETF TRUST | $1,552 | 0.00% | 29 | 23 | 383.3% | $1,231 | 加仓 |
| MSBI | MIDLAND STATES BANCORP INC | $1,557 | 0.00% | 50 | 50 | — | $1,557 | 新建仓 |
| PI | IMPINJ INC | $1,576 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $1,580 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $1,588 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $1,606 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| WSC | WILLSCOT HLDGS CORP | $1,612 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1,613 | 0.00% | 114 | 11 | 10.7% | $156 | 加仓 |
| — | SIDUS SPACE INC | $1,616 | 0.00% | 575 | 575 | — | $1,616 | 新建仓 |
| DBX | DROPBOX INC | $1,621 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $1,626 | 0.00% | 109 | 0 | 0.0% | — | 不变 |
| BBH | VANECK ETF TRUST | $1,626 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| — | GAMCO NAT RES GOLD & INCOME | $1,630 | 0.00% | 200 | 200 | — | $1,630 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $1,672 | 0.00% | 45 | 45 | — | $1,672 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1,723 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $1,732 | 0.00% | 750 | -1 | -0.1% | -$2 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,738 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $1,744 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,750 | 0.00% | 7 | 1 | 16.7% | $250 | 加仓 |
| — | STRATEGY INC | $1,765 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $1,765 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| — | OFS CAP CORP | $1,770 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $1,785 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ASIX | ADVANSIX INC | $1,789 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $1,793 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $1,825 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| PGY | PAGAYA TECHNOLOGIES LTD | $1,825 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $1,859 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $1,878 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $1,895 | 0.00% | 9 | -41 | -82.0% | -$8,633 | 减仓 |
| ATHM | AUTOHOME INC | $1,903 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $1,916 | 0.00% | 38 | 31 | 442.9% | $1,563 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $1,926 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $1,930 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $1,933 | 0.00% | 117 | 94 | 408.7% | $1,553 | 加仓 |
| ADT | ADT INC DEL | $1,950 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MBI | MBIA INC | $1,956 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $1,991 | 0.00% | 85 | -190 | -69.1% | -$4,450 | 减仓 |
| VOD | VODAFONE GROUP PLC | $1,997 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $2,029 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $2,050 | 0.00% | 200 | 200 | — | $2,050 | 新建仓 |
| VMC | VULCAN MATLS CO | $2,065 | 0.00% | 7 | 1 | 16.7% | $295 | 加仓 |
| STLD | STEEL DYNAMICS INC | $2,065 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $2,074 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| EMBD | GLOBAL X FDS | $2,084 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC | $2,114 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,134 | 0.00% | 27 | 3 | 12.5% | $237 | 加仓 |
| — | GLOBAL X FDS | $2,149 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,206 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2,215 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $2,223 | 0.00% | 16 | 14 | 700.0% | $1,945 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $2,242 | 0.00% | 160 | 160 | — | $2,242 | 新建仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $2,249 | 0.00% | 47 | 6 | 14.6% | $287 | 加仓 |
| WAT | WATERS CORP | $2,250 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $2,251 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $2,254 | 0.00% | 34 | 1 | 3.0% | $66 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $2,256 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $2,262 | 0.00% | 25 | 25 | — | $2,262 | 新建仓 |
| XRT | SPDR SERIES TRUST | $2,281 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $2,291 | 0.00% | 451 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $2,298 | 0.00% | 20 | 20 | — | $2,298 | 新建仓 |
| SU | SUNCOR ENERGY INC NEW | $2,308 | 0.00% | 43 | -33 | -43.4% | -$1,771 | 减仓 |
| RSG | REPUBLIC SVCS INC | $2,344 | 0.00% | 11 | -9 | -45.0% | -$1,918 | 减仓 |
| FOXA | FOX CORP | $2,347 | 0.00% | 45 | 26 | 136.8% | $1,356 | 加仓 |
| FSLR | FIRST SOLAR INC | $2,360 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RWT | REDWOOD TRUST INC | $2,370 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $2,373 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2,373 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR CORP | $2,383 | 0.00% | 24 | -60 | -71.4% | -$5,958 | 减仓 |
| — | FRACTYL HEALTH INC | $2,383 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| AIS | TIDAL TRUST III | $2,389 | 0.00% | 28 | 25 | 833.3% | $2,133 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $2,417 | 0.00% | 446 | 13 | 3.0% | $70 | 加仓 |
| USAR | USA RARE EARTH INC | $2,482 | 0.00% | 115 | 0 | 0.0% | — | 不变 |