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 |
|---|---|---|---|---|---|---|---|---|
| TILT | FLEXSHARES TR | $19.68万 | 0.03% | 713 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $19.85万 | 0.03% | 874 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $19.93万 | 0.03% | 4,492 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS INC | $20.37万 | 0.03% | 8,628 | 8,628 | — | $20.37万 | 新建仓 |
| IWB | ISHARES TR | $20.48万 | 0.03% | 500 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $21.12万 | 0.03% | 1,375 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $21.13万 | 0.03% | 2,642 | 0 | 0.0% | — | 不变 |
| MUSA | MURPHY USA INC | $21.55万 | 0.03% | 400 | -75 | -15.8% | -$4.04万 | 减仓 |
| TSLA | TESLA INC | $21.96万 | 0.03% | 522 | 21 | 4.2% | $8,833 | 加仓 |
| NAVN | NAVAN INC | $22.60万 | 0.03% | 9,880 | 9,880 | — | $22.60万 | 新建仓 |
| AIQ | GLOBAL X FDS | $22.83万 | 0.03% | 3,480 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $23.13万 | 0.03% | 2,661 | 1 | 0.0% | $87 | 加仓 |
| VXF | VANGUARD INDEX FDS | $23.22万 | 0.03% | 943 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $23.73万 | 0.03% | 3,903 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $26.23万 | 0.03% | 1,177 | 1 | 0.1% | $223 | 加仓 |
| VGT | VANGUARD WORLD FD | $27.35万 | 0.04% | 2,288 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $28.13万 | 0.04% | 3,003 | 3 | 0.1% | $281 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $28.15万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $28.48万 | 0.04% | 1,053 | 3 | 0.3% | $811 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $28.49万 | 0.04% | 1,621 | 1 | 0.1% | $176 | 加仓 |
| IJK | ISHARES TR | $29.84万 | 0.04% | 2,540 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $31.99万 | 0.04% | 5,614 | 114 | 2.1% | $6,496 | 加仓 |
| B | BARRICK MNG CORP | $32.14万 | 0.04% | 8,750 | 2,500 | 40.0% | $9.18万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.88万 | 0.04% | 791 | 6 | 0.8% | $2,494 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $33.15万 | 0.04% | 1,500 | 1,500 | — | $33.15万 | 新建仓 |
| SHOP | SHOPIFY INC | $34.28万 | 0.04% | 3,002 | -298 | -9.0% | -$3.40万 | 减仓 |
| USB | US BANCORP | $34.77万 | 0.04% | 5,757 | -351 | -5.7% | -$2.12万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $34.91万 | 0.04% | 5,848 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $39.35万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $40.33万 | 0.05% | 7,200 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $40.45万 | 0.05% | 3,202 | 12 | 0.4% | $1,516 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $40.48万 | 0.05% | 1,359 | 45 | 3.4% | $1.34万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.32万 | 0.05% | 1,101 | 6 | 0.5% | $2,252 | 加仓 |
| DOV | DOVER CORP | $53.27万 | 0.07% | 2,375 | 2 | 0.1% | $449 | 加仓 |
| PG | PROCTER & GAMBLE CO | $54.20万 | 0.07% | 3,696 | 15 | 0.4% | $2,200 | 加仓 |
| AMP | AMERIPRISE FINL INC | $57.90万 | 0.07% | 1,262 | 2 | 0.2% | $918 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $60.76万 | 0.08% | 2,200 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $61.04万 | 0.08% | 4,178 | 6 | 0.1% | $877 | 加仓 |
| ET | ENERGY TRANSFER L P | $61.76万 | 0.08% | 32,300 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $65.56万 | 0.08% | 3,268 | 45 | 1.4% | $9,028 | 加仓 |
| IWO | ISHARES TR | $68.43万 | 0.09% | 1,737 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $72.67万 | 0.09% | 4,384 | 24 | 0.6% | $3,978 | 加仓 |
| CWB | SPDR SERIES TRUST | $73.69万 | 0.09% | 6,835 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $73.76万 | 0.10% | 5,740 | 17 | 0.3% | $2,184 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $74.97万 | 0.10% | 2,023 | 1 | 0.0% | $371 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $75.95万 | 0.10% | 658 | -92 | -12.3% | -$10.62万 | 减仓 |
| OEF | ISHARES TR | $81.59万 | 0.11% | 2,230 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $86.72万 | 0.11% | 3,933 | 18 | 0.5% | $3,969 | 加仓 |
| — | EXXON MOBIL CORP | $88.95万 | 0.11% | 6,506 | -39 | -0.6% | -$5,332 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $97.42万 | 0.13% | 3,836 | -111 | -2.8% | -$2.82万 | 减仓 |
| GRAL | GRAIL INC | $97.49万 | 0.13% | 14,280 | 5,980 | 72.0% | $40.83万 | 加仓 |
| GLD | SPDR GOLD TR | $105.98万 | 0.14% | 2,877 | -35 | -1.2% | -$1.29万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $111.57万 | 0.14% | 2,430 | -289 | -10.6% | -$13.27万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $130.59万 | 0.17% | 5,519 | -1 | -0.0% | -$237 | 减仓 |
| CSCO | CISCO SYS INC | $135.49万 | 0.17% | 11,535 | 340 | 3.0% | $3.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $154.52万 | 0.20% | 3,088 | 486 | 18.7% | $24.32万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $180.69万 | 0.23% | 2,631 | 135 | 5.4% | $9.27万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $195.59万 | 0.25% | 12,328 | 241 | 2.0% | $3.82万 | 加仓 |
| DVY | ISHARES TR | $260.40万 | 0.34% | 16,660 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $321.97万 | 0.41% | 8,701 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $324.37万 | 0.42% | 31,742 | 170 | 0.5% | $1.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $335.21万 | 0.43% | 19,732 | 18,774 | 1,959.7% | $318.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $384.60万 | 0.50% | 20,187 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $394.70万 | 0.51% | 39,360 | 1,775 | 4.7% | $17.80万 | 加仓 |
| NOW | SERVICENOW INC | $405.25万 | 0.52% | 40,819 | -945 | -2.3% | -$9.38万 | 减仓 |
| NFLX | NETFLIX INC. | $420.70万 | 0.54% | 58,922 | 3,032 | 5.4% | $21.65万 | 加仓 |
| IWM | ISHARES TR | $437.71万 | 0.56% | 14,568 | -54 | -0.4% | -$1.62万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $477.04万 | 0.61% | 16,416 | 68 | 0.4% | $1.98万 | 加仓 |
| ORCL | ORACLE CORP | $495.82万 | 0.64% | 33,833 | 636 | 1.9% | $9.32万 | 加仓 |
| GOOGL | ALPHABET INC | $539.63万 | 0.70% | 15,100 | 88 | 0.6% | $3.14万 | 加仓 |
| GLW | CORNING INC | $557.86万 | 0.72% | 21,840 | 21,840 | — | $557.86万 | 新建仓 |
| BLK | BLACKROCK INC | $567.30万 | 0.73% | 5,900 | 85 | 1.5% | $8.17万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $574.36万 | 0.74% | 11,274 | -35 | -0.3% | -$1.78万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $589.80万 | 0.76% | 14,831 | 85 | 0.6% | $3.38万 | 加仓 |
| AMGN | AMGEN INC | $597.57万 | 0.77% | 16,502 | 510 | 3.2% | $18.47万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $601.72万 | 0.78% | 12,002 | -16 | -0.1% | -$8,022 | 减仓 |
| WMT | WALMART INC | $620.35万 | 0.80% | 54,772 | -500 | -0.9% | -$5.66万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 0.87% | 9 | -1 | -10.0% | -$74.89万 | 减仓 |
| TJX | TJX COS INC NEW | $714.78万 | 0.92% | 47,180 | 56 | 0.1% | $8,484 | 加仓 |
| HD | HOME DEPOT INC | $744.98万 | 0.96% | 21,124 | 81 | 0.4% | $2.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $812.57万 | 1.05% | 69,647 | 956 | 1.4% | $11.15万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $831.77万 | 1.07% | 16,745 | -12 | -0.1% | -$5,961 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $853.88万 | 1.10% | 118,331 | 2,487 | 2.1% | $17.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $930.71万 | 1.20% | 28,433 | 110 | 0.4% | $3.60万 | 加仓 |
| V | VISA INC | $951.45万 | 1.23% | 27,732 | 172 | 0.6% | $5.90万 | 加仓 |
| ETN | EATON CORP PLC | $978.50万 | 1.26% | 22,963 | 807 | 3.6% | $34.39万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,008.68万 | 1.30% | 30,126 | 1,476 | 5.2% | $49.42万 | 加仓 |
| ABBV | ABBVIE INC | $1,039.41万 | 1.34% | 41,305 | 603 | 1.5% | $15.17万 | 加仓 |
| MS | MORGAN STANLEY | $1,236.09万 | 1.59% | 59,132 | -438 | -0.7% | -$9.16万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,275.65万 | 1.64% | 18,137 | -174 | -1.0% | -$12.24万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,324.72万 | 1.71% | 13,098 | -131 | -1.0% | -$13.25万 | 减仓 |
| META | META PLATFORMS INC | $1,367.89万 | 1.76% | 24,284 | 913 | 3.9% | $51.43万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,610.23万 | 2.07% | 17,213 | -183 | -1.1% | -$17.12万 | 减仓 |
| AVGO | BROADCOM INC | $1,789.10万 | 2.30% | 47,362 | 547 | 1.2% | $20.66万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,797.24万 | 2.32% | 41,475 | 1,102 | 2.7% | $47.75万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,849.93万 | 2.38% | 24,241 | 1,674 | 7.4% | $127.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,878.66万 | 2.42% | 32,340 | 658 | 2.1% | $38.22万 | 加仓 |
| IVV | ISHARES TR | $1,993.56万 | 2.57% | 26,620 | 9 | 0.0% | $6,740 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,095.13万 | 2.70% | 28,056 | -489 | -1.7% | -$36.52万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,404.26万 | 3.10% | 70,502 | -34 | -0.0% | -$1.16万 | 减仓 |