Trifecta Capital Advisors, LLC
NORTHBROOK IL · SEC CIK 0001962615
$7.76亿2026Q2 申报市值
493持仓数
44.1%前十大占比 · 第一大 7.8%
230 / 17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
GLW 新建仓+$557.86万
ANET 加仓+$318.93万
AAPL 加仓+$156.40万
CRWD 加仓+$127.75万
META 加仓+$51.43万
2026Q2 卖出最多 按季末市值估算
CRM 减仓-$416.23万
BSX 减仓-$204.92万
BRK/A 减仓-$74.89万
SPY 减仓-$36.52万
NOVA MINERALS LT 清仓-$34.77万
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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $1,863 | 0.00% | 18 | 18 | — | $1,863 | 新建仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $1,888 | 0.00% | 197 | 197 | — | $1,888 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,917 | 0.00% | 3 | 3 | — | $1,917 | 新建仓 |
| CI | THE CIGNA GROUP | $1,930 | 0.00% | 7 | 7 | — | $1,930 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,965 | 0.00% | 4 | 4 | — | $1,965 | 新建仓 |
| ADI | ANALOG DEVICES INC | $1,986 | 0.00% | 5 | 5 | — | $1,986 | 新建仓 |
| CBRE | CBRE GROUP INC | $2,021 | 0.00% | 15 | 15 | — | $2,021 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $2,062 | 0.00% | 63 | 63 | — | $2,062 | 新建仓 |
| HSBC | HSBC HLDGS PLC | $2,092 | 0.00% | 22 | 22 | — | $2,092 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,125 | 0.00% | 19 | 19 | — | $2,125 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $2,139 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN TOB PLC | $2,162 | 0.00% | 35 | 35 | — | $2,162 | 新建仓 |
| MCO | MOODYS CORP | $2,265 | 0.00% | 5 | 5 | — | $2,265 | 新建仓 |
| SNDK | SANDISK CORP | $2,274 | 0.00% | 1 | 1 | — | $2,274 | 新建仓 |
| MO | ALTRIA GROUP INC | $2,303 | 0.00% | 32 | 32 | — | $2,303 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $2,331 | 0.00% | 10 | 10 | — | $2,331 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $2,359 | 0.00% | 21 | 21 | — | $2,359 | 新建仓 |
| CB | CHUBB LIMITED | $2,386 | 0.00% | 7 | 7 | — | $2,386 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $2,461 | 0.00% | 11 | 11 | — | $2,461 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $2,500 | 0.00% | 106 | 106 | — | $2,500 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $2,547 | 0.00% | 5 | 5 | — | $2,547 | 新建仓 |
| COR | CENCORA INC | $2,547 | 0.00% | 9 | -23 | -71.9% | -$6,509 | 重新持有 |
| IMO | IMPERIAL OIL LTD | $2,577 | 0.00% | 23 | 23 | — | $2,577 | 新建仓 |
| QCOM | QUALCOMM INC | $2,588 | 0.00% | 14 | -29 | -67.4% | -$5,361 | 减仓 |
| — | BEYONDSPRING INC | $2,625 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2,765 | 0.00% | 2 | 2 | — | $2,765 | 新建仓 |
| C | CITIGROUP INC | $2,800 | 0.00% | 20 | 20 | — | $2,800 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $2,885 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $2,949 | 0.00% | 13 | 13 | — | $2,949 | 新建仓 |
| SAN | BANCO SANTANDER SA | $3,243 | 0.00% | 235 | 235 | — | $3,243 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $3,302 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3,352 | 0.00% | 24 | 24 | — | $3,352 | 新建仓 |
| GSK | GSK PLC | $3,355 | 0.00% | 64 | 64 | — | $3,355 | 新建仓 |
| URI | UNITED RENTALS INC | $3,399 | 0.00% | 3 | -3 | -50.0% | -$3,399 | 重新持有 |
| SHEL | SHELL PLC | $3,412 | 0.00% | 44 | 44 | — | $3,412 | 新建仓 |
| USFD | US FOODS HLDG CORP | $3,579 | 0.00% | 35 | 35 | — | $3,579 | 新建仓 |
| AZN | ASTRAZENECA PLC | $3,603 | 0.00% | 19 | 19 | — | $3,603 | 新建仓 |
| KLAR | KLARNA GROUP PLC | $3,704 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $4,321 | 0.00% | 6 | 3 | 100.0% | $2,160 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,432 | 0.00% | 18 | 18 | — | $4,432 | 新建仓 |
| — | ARMATA PHARMACEUTICALS INC | $4,627 | 0.00% | 714 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $4,876 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE INC | $5,205 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $6,003 | 0.00% | 23 | 1 | 4.5% | $261 | 加仓 |
| WFC | WELLS FARGO & CO | $6,364 | 0.00% | 77 | 77 | — | $6,364 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $6,384 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $6,435 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $6,520 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| IAUX | I-80 GOLD CORP | $7,200 | 0.00% | 5,000 | -30,000 | -85.7% | -$4.32万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $8,330 | 0.00% | 133 | 0 | 0.0% | — | 不变 |
| OLED | UNIVERSAL DISPLAY CORP | $8,659 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $8,785 | 0.00% | 57 | 4 | 7.5% | $616 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $8,844 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $9,972 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $1.02万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $1.03万 | 0.00% | 20 | 3 | 17.6% | $1,546 | 加仓 |
| EQT | EQT CORP | $1.06万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $1.09万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $1.17万 | 0.00% | 34 | 34 | — | $1.17万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $1.18万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $1.25万 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $1.30万 | 0.00% | 304 | -48,012 | -99.4% | -$204.92万 | 减仓 |
| DE | DEERE & CO | $1.38万 | 0.00% | 22 | 1 | 4.8% | $628 | 加仓 |
| DOX | AMDOCS LTD | $1.39万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $1.40万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $1.43万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1.47万 | 0.00% | 249 | 249 | — | $1.47万 | 新建仓 |
| ADBE | ADOBE INC | $1.54万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $1.59万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC | $1.61万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $1.62万 | 0.00% | 175 | 4 | 2.3% | $369 | 加仓 |
| IX | ORIX CORP | $1.62万 | 0.00% | 425 | 25 | 6.2% | $951 | 加仓 |
| MMM | 3M CO | $1.70万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.74万 | 0.00% | 18 | 1 | 5.9% | $965 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.78万 | 0.00% | 204 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $1.82万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $1.84万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $1.88万 | 0.00% | 475 | 475 | — | $1.88万 | 新建仓 |
| CPT | CAMDEN PPTY TR | $1.91万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.91万 | 0.00% | 112 | 112 | — | $1.91万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.95万 | 0.00% | 100 | 100 | — | $1.95万 | 新建仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $1.96万 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| HYMB | SPDR SERIES TRUST | $2.10万 | 0.00% | 824 | 824 | — | $2.10万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.15万 | 0.00% | 45 | 8 | 21.6% | $3,821 | 加仓 |
| MUX | MCEWEN INC. | $2.18万 | 0.00% | 1,200 | 1,200 | — | $2.18万 | 新建仓 |
| ITT | ITT INC | $2.27万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ISOU | ISOENERGY LTD | $2.29万 | 0.00% | 2,300 | 2,300 | — | $2.29万 | 新建仓 |
| PFEB | INNOVATOR ETFS TRUST | $2.33万 | 0.00% | 541 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $2.51万 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| VZLA | VIZSLA SILVER CORP | $2.64万 | 0.00% | 8,000 | 8,000 | — | $2.64万 | 新建仓 |
| PATH | UIPATH INC | $2.72万 | 0.00% | 2,500 | 2,500 | — | $2.72万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $2.72万 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $2.72万 | 0.00% | 53 | 10 | 23.3% | $5,136 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.81万 | 0.00% | 100 | 2 | 2.0% | $562 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $2.83万 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD | $2.86万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $2.94万 | 0.00% | 175 | 175 | — | $2.94万 | 新建仓 |
| KLAC | KLA CORP | $3.02万 | 0.00% | 100 | 80 | 400.0% | $2.41万 | 加仓 |
| ESLT | ELBIT SYS LTD | $3.03万 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $3.08万 | 0.00% | 153 | 12 | 8.5% | $2,419 | 加仓 |