Triumph Capital Management
DENVER CO · SEC CIK 0001730765
$4.91亿2026Q1 申报市值
1,835持仓数
19.4%前十大占比 · 第一大 3.5%
136 / 68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
USIG 加仓+$583.93万
FPE 加仓+$473.43万
UCON 加仓+$458.45万
IGV 加仓+$430.59万
TLT 加仓+$174.28万
2026Q1 卖出最多 按季末市值估算
FDL 减仓-$574.43万
XLP 减仓-$490.24万
FTSM 减仓-$410.86万
BNDX 减仓-$402.16万
JPST 减仓-$126.30万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,714.14万 | 3.49% | 67,542 | 4,201 | 6.6% | $106.62万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,024.75万 | 2.09% | 15,713 | -184 | -1.2% | -$12.00万 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $1,019.21万 | 2.07% | 233,818 | -1,259 | -0.5% | -$5.49万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $914.02万 | 1.86% | 152,324 | -68,471 | -31.0% | -$410.86万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $899.63万 | 1.83% | 131,756 | -30 | -0.0% | -$2,048 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $837.62万 | 1.71% | 90,300 | 238 | 0.3% | $2.21万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $814.13万 | 1.66% | 206,474 | -1,605 | -0.8% | -$6.33万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $785.81万 | 1.60% | 164,121 | 13,736 | 9.1% | $65.77万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $769.66万 | 1.57% | 104,517 | -8,208 | -7.3% | -$60.44万 | 减仓 |
| IVV | ISHARES TR | $739.20万 | 1.50% | 11,316 | 189 | 1.7% | $12.35万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $698.57万 | 1.42% | 140,247 | 4,105 | 3.0% | $20.45万 | 加仓 |
| USIG | ISHARES TR | $693.97万 | 1.41% | 135,462 | 113,982 | 530.6% | $583.93万 | 加仓 |
| QQQ | INVESCO QQQ TR | $658.26万 | 1.34% | 11,405 | 75 | 0.7% | $4.33万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $642.82万 | 1.31% | 181,377 | 415 | 0.2% | $1.47万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $631.39万 | 1.29% | 51,784 | -192 | -0.4% | -$2.34万 | 减仓 |
| TLT | ISHARES TR | $628.41万 | 1.28% | 72,489 | 20,104 | 38.4% | $174.28万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $619.51万 | 1.26% | 122,409 | -24,955 | -16.9% | -$126.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $585.93万 | 1.19% | 33,595 | 6,370 | 23.4% | $111.10万 | 加仓 |
| AMZN | AMAZON COM INC | $584.01万 | 1.19% | 28,041 | 4,349 | 18.4% | $90.58万 | 加仓 |
| IWR | ISHARES TR | $583.40万 | 1.19% | 60,002 | 358 | 0.6% | $3.48万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $550.10万 | 1.12% | 309,918 | 266,723 | 617.5% | $473.43万 | 加仓 |
| IGV | ISHARES TR | $545.68万 | 1.11% | 68,168 | 53,790 | 374.1% | $430.59万 | 加仓 |
| IWM | ISHARES TR | $535.16万 | 1.09% | 21,579 | 1,521 | 7.6% | $37.72万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $496.34万 | 1.01% | 16,873 | 1,978 | 13.3% | $58.19万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $477.28万 | 0.97% | 192,684 | 185,084 | 2,435.3% | $458.45万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $467.58万 | 0.95% | 144,048 | 35,472 | 32.7% | $115.14万 | 加仓 |
| MSFT | MICROSOFT CORP | $466.51万 | 0.95% | 12,603 | 3,736 | 42.1% | $138.29万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $458.23万 | 0.93% | 137,607 | 2,123 | 1.6% | $7.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $427.03万 | 0.87% | 8,911 | 51 | 0.6% | $2.44万 | 加仓 |
| QUAL | ISHARES TR | $408.46万 | 0.83% | 21,295 | -1,341 | -5.9% | -$25.72万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $395.56万 | 0.81% | 100,192 | 1,674 | 1.7% | $6.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $352.95万 | 0.72% | 44,335 | -33 | -0.1% | -$2,627 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $298.63万 | 0.61% | 61,307 | 2,485 | 4.2% | $12.10万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $293.72万 | 0.60% | 46,860 | 1,390 | 3.1% | $8.71万 | 加仓 |
| SPYI | NEOS ETF TRUST | $292.14万 | 0.59% | 59,174 | 6,731 | 12.8% | $33.23万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $283.34万 | 0.58% | 19,370 | 10,109 | 109.2% | $147.87万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $278.13万 | 0.57% | 57,393 | 1,814 | 3.3% | $8.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $258.67万 | 0.53% | 33,795 | 1,365 | 4.2% | $10.45万 | 加仓 |
| KHPI | MANAGED PORTFOLIO SERIES | $257.79万 | 0.52% | 105,694 | 3,226 | 3.1% | $7.87万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $242.86万 | 0.49% | 31,301 | 3,526 | 12.7% | $27.36万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $233.61万 | 0.48% | 21,088 | -177 | -0.8% | -$1.96万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $232.00万 | 0.47% | 43,957 | 5,212 | 13.5% | $27.51万 | 加仓 |
| MOAT | VANECK ETF TRUST | $230.04万 | 0.47% | 23,789 | -1,266 | -5.1% | -$12.24万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $225.28万 | 0.46% | 39,746 | 7,130 | 21.9% | $40.41万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $223.99万 | 0.46% | 13,693 | -35 | -0.3% | -$5,725 | 减仓 |
| VTI | VANGUARD INDEX FDS | $222.32万 | 0.45% | 6,930 | 45 | 0.7% | $1.44万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $222.25万 | 0.45% | 139,955 | 15,468 | 12.4% | $24.56万 | 加仓 |
| META | META PLATFORMS INC | $219.08万 | 0.45% | 3,829 | 604 | 18.7% | $34.56万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $218.33万 | 0.44% | 42,979 | -113,077 | -72.5% | -$574.43万 | 减仓 |
| LLY | ELI LILLY & CO | $217.53万 | 0.44% | 2,365 | 848 | 55.9% | $78.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $217.26万 | 0.44% | 30,544 | 4,535 | 17.4% | $32.26万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $206.18万 | 0.42% | 37,136 | 20,098 | 118.0% | $111.58万 | 加仓 |
| TLTW | ISHARES TR | $204.29万 | 0.42% | 90,313 | 40,282 | 80.5% | $91.12万 | 加仓 |
| — | EXXON MOBIL CORP | $199.55万 | 0.41% | 11,761 | -150 | -1.3% | -$2.55万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $196.46万 | 0.40% | 41,774 | -4,206 | -9.1% | -$19.78万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $188.84万 | 0.38% | 4,069 | 155 | 4.0% | $7.19万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $185.09万 | 0.38% | 55,308 | 8,344 | 17.8% | $27.92万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $180.33万 | 0.37% | 70,581 | 1,568 | 2.3% | $4.01万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $178.86万 | 0.36% | 82,122 | 11,679 | 16.6% | $25.44万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $171.16万 | 0.35% | 113,727 | 17,369 | 18.0% | $26.14万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $169.04万 | 0.34% | 21,252 | 1,360 | 6.8% | $10.82万 | 加仓 |
| ORCL | ORACLE CORP | $165.71万 | 0.34% | 11,265 | 3,390 | 43.0% | $49.87万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $164.02万 | 0.33% | 11,356 | -343 | -2.9% | -$4.95万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $163.95万 | 0.33% | 41,570 | 5,371 | 14.8% | $21.18万 | 加仓 |
| QCOM | QUALCOMM INC | $163.49万 | 0.33% | 12,696 | 3,909 | 44.5% | $50.34万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $160.33万 | 0.33% | 30,041 | -2,486 | -7.6% | -$13.27万 | 减仓 |
| AON | AON PLC | $159.84万 | 0.33% | 4,952 | 2 | 0.0% | $646 | 加仓 |
| PFE | PFIZER INC | $158.40万 | 0.32% | 56,409 | 38,022 | 206.8% | $106.77万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $156.25万 | 0.32% | 66,685 | 3,476 | 5.5% | $8.14万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $154.12万 | 0.31% | 43,076 | 8,027 | 22.9% | $28.72万 | 加仓 |
| CPNG | COUPANG INC | $152.91万 | 0.31% | 80,988 | 27,225 | 50.6% | $51.40万 | 加仓 |
| SGOV | ISHARES TR | $152.31万 | 0.31% | 15,131 | 173 | 1.2% | $1.74万 | 加仓 |
| BA | BOEING CO | $151.58万 | 0.31% | 7,616 | -462 | -5.7% | -$9.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $150.25万 | 0.31% | 24,059 | 4,018 | 20.0% | $25.09万 | 加仓 |
| TSLA | TESLA INC | $150.22万 | 0.31% | 4,041 | 383 | 10.5% | $14.24万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $147.90万 | 0.30% | 32,699 | 9,015 | 38.1% | $40.77万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $147.05万 | 0.30% | 64,074 | 10,022 | 18.5% | $23.00万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $146.49万 | 0.30% | 7,201 | 3,084 | 74.9% | $62.74万 | 加仓 |
| MELI | MERCADOLIBRE INC | $145.76万 | 0.30% | 843 | 218 | 34.9% | $37.69万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $145.37万 | 0.30% | 2,433 | 458 | 23.2% | $27.37万 | 加仓 |
| EIX | EDISON INTL | $143.66万 | 0.29% | 19,631 | 15,662 | 394.6% | $114.61万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $142.36万 | 0.29% | 28,765 | 24,973 | 658.6% | $123.59万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $141.55万 | 0.29% | 30,724 | 5,218 | 20.5% | $24.04万 | 加仓 |
| GM | GENERAL MTRS CO | $139.08万 | 0.28% | 18,669 | 17,761 | 1,956.1% | $132.32万 | 加仓 |
| IREN | IREN LIMITED | $138.53万 | 0.28% | 40,411 | 18,327 | 83.0% | $62.82万 | 加仓 |
| IQLT | ISHARES TR | $137.47万 | 0.28% | 29,737 | -17 | -0.1% | -$786 | 减仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $134.88万 | 0.27% | 11,301 | -1,708 | -13.1% | -$20.39万 | 减仓 |
| GOOGL | ALPHABET INC | $134.77万 | 0.27% | 4,687 | 538 | 13.0% | $15.47万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $130.47万 | 0.27% | 2,110 | -303 | -12.6% | -$18.74万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $126.97万 | 0.26% | 62,208 | 1,896 | 3.1% | $3.87万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $126.45万 | 0.26% | 30,172 | 2,096 | 7.5% | $8.78万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $124.85万 | 0.25% | 24,086 | 300 | 1.3% | $1.56万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $124.07万 | 0.25% | 3,671 | -692 | -15.9% | -$23.39万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $121.57万 | 0.25% | 20,044 | 3,549 | 21.5% | $21.52万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $121.07万 | 0.25% | 9,441 | 7,307 | 342.4% | $93.71万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $120.91万 | 0.25% | 81,862 | 72,257 | 752.3% | $106.72万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $119.51万 | 0.24% | 15,798 | -4,048 | -20.4% | -$30.62万 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $117.02万 | 0.24% | 89,634 | 8,439 | 10.4% | $11.02万 | 加仓 |
| RYLD | GLOBAL X FDS | $115.48万 | 0.24% | 77,243 | 2,777 | 3.7% | $4.15万 | 加仓 |
| MAGS | LISTED FDS TR | $114.30万 | 0.23% | 19,728 | 9,874 | 100.2% | $57.21万 | 加仓 |