Trifecta Capital Advisors, LLC
NORTHBROOK IL · SEC CIK 0001962615
$6.46亿2026Q1 申报市值
274持仓数
44.1%前十大占比 · 第一大 7.3%
21 / 12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
IJH 加仓+$272.93万
IJR 加仓+$264.52万
VRT 加仓+$55.50万
AMZN 加仓+$46.55万
CRWD 加仓+$44.82万
2026Q1 卖出最多 按季末市值估算
MDY 减仓-$77.28万
GRAL 减仓-$45.22万
XLK 减仓-$32.10万
CTAS 减仓-$16.07万
CAT 减仓-$14.88万
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 |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | $4,743.97万 | 7.34% | 82,192 | -256 | -0.3% | -$14.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,227.20万 | 6.54% | 242,385 | 353 | 0.1% | $6.16万 | 加仓 |
| AAPL | APPLE INC | $2,980.87万 | 4.61% | 117,454 | 718 | 0.6% | $18.22万 | 加仓 |
| AMZN | AMAZON COM INC | $2,722.42万 | 4.21% | 130,716 | 2,235 | 1.7% | $46.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,676.96万 | 4.14% | 72,317 | 1,058 | 1.5% | $39.16万 | 加仓 |
| IJR | ISHARES TR | $2,545.21万 | 3.94% | 204,747 | 21,279 | 11.6% | $264.52万 | 加仓 |
| LLY | ELI LILLY & CO | $2,357.46万 | 3.65% | 25,631 | -93 | -0.4% | -$8.55万 | 减仓 |
| IJH | ISHARES TR | $2,205.03万 | 3.41% | 326,526 | 40,416 | 14.1% | $272.93万 | 加仓 |
| GOOG | ALPHABET INC | $2,150.64万 | 3.33% | 74,972 | 1,308 | 1.8% | $37.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,856.38万 | 2.87% | 28,545 | 228 | 0.8% | $14.83万 | 加仓 |
| CAT | CATERPILLAR INC | $1,787.85万 | 2.77% | 25,236 | -210 | -0.8% | -$14.88万 | 减仓 |
| IVV | ISHARES TR | $1,738.28万 | 2.69% | 26,611 | -185 | -0.7% | -$12.08万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,733.40万 | 2.68% | 17,396 | -72 | -0.4% | -$7.17万 | 减仓 |
| AVGO | BROADCOM INC | $1,448.98万 | 2.24% | 46,815 | 402 | 0.9% | $12.44万 | 加仓 |
| META | META PLATFORMS INC | $1,337.13万 | 2.07% | 23,371 | 242 | 1.0% | $13.85万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,130.83万 | 1.75% | 70,536 | 1,458 | 2.1% | $23.37万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,129.35万 | 1.75% | 18,311 | -1,253 | -6.4% | -$77.28万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,119.20万 | 1.73% | 13,229 | -114 | -0.9% | -$9.64万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,004.81万 | 1.56% | 68,691 | 445 | 0.7% | $6.51万 | 加仓 |
| MS | MORGAN STANLEY | $980.35万 | 1.52% | 59,570 | 1,422 | 2.4% | $23.40万 | 加仓 |
| ABBV | ABBVIE INC | $885.23万 | 1.37% | 40,702 | 160 | 0.4% | $3.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $881.04万 | 1.36% | 22,567 | 1,148 | 5.4% | $44.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $862.61万 | 1.34% | 40,373 | 535 | 1.3% | $11.43万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $833.27万 | 1.29% | 115,844 | 2,687 | 2.4% | $19.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $833.16万 | 1.29% | 28,323 | 266 | 0.9% | $7.82万 | 加仓 |
| V | VISA INC | $832.97万 | 1.29% | 27,560 | 382 | 1.4% | $11.55万 | 加仓 |
| ETN | EATON CORP PLC | $792.45万 | 1.23% | 22,156 | 396 | 1.8% | $14.16万 | 加仓 |
| TJX | TJX COS INC NEW | $752.57万 | 1.16% | 47,124 | 306 | 0.7% | $4.89万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $748.27万 | 1.16% | 16,757 | 260 | 1.6% | $11.61万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $718.14万 | 1.11% | 10 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $717.91万 | 1.11% | 28,650 | 2,215 | 8.4% | $55.50万 | 加仓 |
| HD | HOME DEPOT INC | $692.09万 | 1.07% | 21,043 | 183 | 0.9% | $6.02万 | 加仓 |
| WMT | WALMART INC | $686.92万 | 1.06% | 55,272 | -873 | -1.6% | -$10.85万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $683.51万 | 1.06% | 11,309 | -94 | -0.8% | -$5.68万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $679.78万 | 1.05% | 14,746 | 285 | 2.0% | $13.14万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $644.51万 | 1.00% | 31,682 | 660 | 2.1% | $13.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $590.71万 | 0.91% | 12,018 | 38 | 0.3% | $1.87万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $564.24万 | 0.87% | 16,348 | 339 | 2.1% | $11.70万 | 加仓 |
| AMGN | AMGEN INC | $562.69万 | 0.87% | 15,992 | 458 | 2.9% | $16.12万 | 加仓 |
| BLK | BLACKROCK INC | $559.24万 | 0.87% | 5,815 | 70 | 1.2% | $6.73万 | 加仓 |
| NFLX | NETFLIX INC. | $537.38万 | 0.83% | 55,890 | 510 | 0.9% | $4.90万 | 加仓 |
| CRM | SALESFORCE INC | $501.42万 | 0.78% | 26,861 | -272 | -1.0% | -$5.08万 | 减仓 |
| ORCL | ORACLE CORP | $488.36万 | 0.76% | 33,197 | 237 | 0.7% | $3.49万 | 加仓 |
| NOW | SERVICENOW INC | $436.64万 | 0.68% | 41,764 | -326 | -0.8% | -$3.41万 | 减仓 |
| GOOGL | ALPHABET INC | $431.69万 | 0.67% | 15,012 | -25 | -0.2% | -$7,189 | 减仓 |
| IWM | ISHARES TR | $362.63万 | 0.56% | 14,622 | -551 | -3.6% | -$13.66万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $303.18万 | 0.47% | 48,316 | -795 | -1.6% | -$4.99万 | 减仓 |
| SBUX | STARBUCKS CORP | $282.86万 | 0.44% | 31,572 | 601 | 1.9% | $5.38万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $279.14万 | 0.43% | 8,701 | -62 | -0.7% | -$1.99万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $268.28万 | 0.42% | 20,187 | -2,415 | -10.7% | -$32.10万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $260.46万 | 0.40% | 37,585 | 1,695 | 4.7% | $11.75万 | 加仓 |
| DVY | ISHARES TR | $252.25万 | 0.39% | 16,660 | 100 | 0.6% | $1.51万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $177.21万 | 0.27% | 12,087 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $149.13万 | 0.23% | 2,496 | 364 | 17.1% | $21.75万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $131.85万 | 0.20% | 2,719 | -40 | -1.4% | -$1.94万 | 减仓 |
| GLD | SPDR GOLD TR | $125.30万 | 0.19% | 2,912 | 260 | 9.8% | $11.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $124.69万 | 0.19% | 2,602 | -112 | -4.1% | -$5.37万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $118.72万 | 0.18% | 5,520 | 29 | 0.5% | $6,237 | 加仓 |
| — | EXXON MOBIL CORP | $111.04万 | 0.17% | 6,545 | 1,000 | 18.0% | $16.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $96.48万 | 0.15% | 3,947 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $92.50万 | 0.14% | 3,915 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $90.21万 | 0.14% | 4,360 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $86.86万 | 0.13% | 11,195 | 2,650 | 31.0% | $20.56万 | 加仓 |
| OEF | ISHARES TR | $70.93万 | 0.11% | 2,230 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $68.84万 | 0.11% | 5,723 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $66.13万 | 0.10% | 2,022 | 0 | 0.0% | — | 不变 |
| SHAK | SHAKE SHACK INC | $63.70万 | 0.10% | 7,200 | 0 | 0.0% | — | 不变 |
| CWB | SPDR SERIES TRUST | $62.55万 | 0.10% | 6,835 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $62.34万 | 0.10% | 32,300 | 8,350 | 34.9% | $16.12万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $58.80万 | 0.09% | 3,223 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $55.99万 | 0.09% | 1,260 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $54.63万 | 0.08% | 4,172 | -43 | -1.0% | -$5,631 | 减仓 |
| IWO | ISHARES TR | $54.51万 | 0.08% | 1,737 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $53.17万 | 0.08% | 3,681 | -620 | -14.4% | -$8.96万 | 减仓 |
| DOV | DOVER CORP | $49.47万 | 0.08% | 2,373 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $44.46万 | 0.07% | 3,190 | 190 | 6.3% | $2.65万 | 加仓 |
| GRAL | GRAIL INC | $42.89万 | 0.07% | 8,300 | -8,750 | -51.3% | -$45.22万 | 减仓 |
| SHOP | SHOPIFY INC | $39.14万 | 0.06% | 3,300 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $34.83万 | 0.05% | 4,350 | 0 | 0.0% | — | 不变 |
| — | NOVA MINERALS LTD | $34.77万 | 0.05% | 59,240 | -11,010 | -15.7% | -$6.46万 | 减仓 |
| MSTR | STRATEGY INC | $33.20万 | 0.05% | 2,660 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $32.04万 | 0.05% | 1,620 | 1,575 | 3,500.0% | $31.15万 | 加仓 |
| USB | US BANCORP | $31.77万 | 0.05% | 6,108 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $31.61万 | 0.05% | 5,848 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $30.43万 | 0.05% | 1,095 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $27.33万 | 0.04% | 1,050 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $27.02万 | 0.04% | 1,176 | -33 | -2.7% | -$7,583 | 减仓 |
| BAC | BANK AMERICA CORP | $26.81万 | 0.04% | 5,500 | -300 | -5.2% | -$1.46万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $26.16万 | 0.04% | 2,400 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $25.56万 | 0.04% | 2,540 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $25.49万 | 0.04% | 6,250 | 5,375 | 614.3% | $21.92万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $25.34万 | 0.04% | 750 | -250 | -25.0% | -$8.45万 | 减仓 |
| CLX | CLOROX CO DEL | $24.35万 | 0.04% | 2,350 | 2,337 | 17,976.9% | $24.22万 | 重新持有 |
| MUSA | MURPHY USA INC | $23.46万 | 0.04% | 475 | -100 | -17.4% | -$4.94万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $22.83万 | 0.04% | 2,200 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $22.08万 | 0.03% | 3,903 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $21.24万 | 0.03% | 785 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $21.12万 | 0.03% | 1,065 | -250 | -19.0% | -$4.96万 | 减仓 |
| HYG | ISHARES TR | $21.02万 | 0.03% | 2,642 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $19.95万 | 0.03% | 286 | 0 | 0.0% | — | 不变 |