13F 机构持仓

Tripletail Wealth Management, LLC

ORLANDO FL · SEC CIK 0002079812

2026Q22026Q1 更早 9 个季度 🔒
$7,335.19万2026Q1 申报市值
255持仓数
43.4%前十大占比 · 第一大 19.6%
10 / 14新建仓 / 清仓
申报市值走势$8,690.65万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

JBTM 19.6%
NVDA 5.7%
RSP 3.1%
AAPL 3.0%
AMZN 2.3%
MSFT 2.2%
PULS 2.1%
QDPL 1.9%
IVW 1.9%
JPM 1.7%

2026Q1 买入最多 按季末市值估算

BBUS 重新持有+$89.38万
IVES 加仓+$30.18万
BKR 新建仓+$29.28万
JIRE 重新持有+$22.49万
RSP 加仓+$19.31万

2026Q1 卖出最多 按季末市值估算

IVW 减仓-$138.73万
PERI 减仓-$96.15万
COWZ 减仓-$46.16万
VOYG 减仓-$43.81万
PIONEER BANCORP 减仓-$32.65万

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
NEE NEXTERA ENERGY INC $2.79万0.04%300 00.0% — 不变
MDT MEDTRONIC PLC $2.80万0.04%323 -20-5.8% -$1,733 减仓
VCR VANGUARD WORLD FD $2.86万0.04%80 00.0% — 不变
VO VANGUARD INDEX FDS $2.90万0.04%100 -20-16.7% -$5,799 减仓
CMI CUMMINS INC $2.91万0.04%53 00.0% — 不变
ASTS AST SPACEMOBILE INC $2.96万0.04%320 00.0% — 不变
— ALPS ETF TR $2.99万0.04%750 00.0% — 不变
VV VANGUARD INDEX FDS $3.01万0.04%100 00.0% — 不变
VFH VANGUARD WORLD FD $3.25万0.04%268 -100-27.2% -$1.21万 减仓
VOO VANGUARD INDEX FDS $3.26万0.04%54 -10-15.6% -$6,030 减仓
VOX VANGUARD WORLD FD $3.32万0.05%182 00.0% — 不变
SYY SYSCO CORP $3.34万0.05%470 -73-13.4% -$5,195 减仓
IBIT ISHARES BITCOIN TRUST ETF $3.42万0.05%900 10012.5% $3,797 加仓
PEP PEPSICO INC $3.49万0.05%222 -19-7.9% -$2,983 减仓
VZ VERIZON COMMUNICATIONS INC $3.57万0.05%722 00.0% — 不变
TGT TARGET CORP $3.66万0.05%304 -19-5.9% -$2,289 减仓
VGT VANGUARD WORLD FD $3.71万0.05%52 00.0% — 不变
GD GENERAL DYNAMICS CORP $3.81万0.05%109 1001,111.1% $3.49万 加仓
SMBK SMARTFINANCIAL INC $3.83万0.05%970 00.0% — 不变
FAF FIRST AMERN FINL CORP $3.84万0.05%660 00.0% — 不变
BLK BLACKROCK INC $3.87万0.05%40 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $4.13万0.06%191 191— $4.13万 新建仓
EXP EAGLE MATLS INC $4.17万0.06%222 -4-1.8% -$752 减仓
EW EDWARDS LIFESCIENCES CORP $4.25万0.06%524 -21-3.9% -$1,702 减仓
QBTS D-WAVE QUANTUM INC $4.30万0.06%3,000 -500-14.3% -$7,160 减仓
HTB HOMETRUST BANCSHARES INC $4.35万0.06%1,010 00.0% — 不变
ENTG ENTEGRIS INC $4.70万0.06%404 -35-8.0% -$4,074 减仓
GOOG ALPHABET INC $4.71万0.06%160 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $4.78万0.07%163 -17-9.4% -$4,990 减仓
CDNS CADENCE DESIGN SYSTEM INC $4.79万0.07%172 -80-31.7% -$2.23万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $4.82万0.07%605 00.0% — 不变
IJH ISHARES TR $4.84万0.07%710 -3,500-83.1% -$23.86万 减仓
XLV SELECT SECTOR SPDR TR $4.84万0.07%330 -700-68.0% -$10.28万 减仓
VDE VANGUARD WORLD FD $4.86万0.07%289 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4.91万0.07%780 -153-16.4% -$9,634 减仓
PYPL PAYPAL HLDGS INC $4.99万0.07%1,100 600120.0% $2.72万 加仓
ACNB ACNB CORP $5.09万0.07%1,060 00.0% — 不变
MDY STATE STR SPDR S&P MIDCAP 40 $5.10万0.07%82 00.0% — 不变
ROP ROPER TECHNOLOGIES INC $5.22万0.07%146 -16-9.9% -$5,726 减仓
VHT VANGUARD WORLD FD $5.27万0.07%193 00.0% — 不变
JIG J P MORGAN EXCHANGE TRADED F $5.43万0.07%725 725— $5.43万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $5.51万0.08%1,662 -75-4.3% -$2,487 减仓
DGRO ISHARES TR $5.62万0.08%800 00.0% — 不变
JIVE J P MORGAN EXCHANGE TRADED F $5.76万0.08%669 669— $5.76万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $5.82万0.08%392 16069.0% $2.38万 加仓
JNJ JOHNSON & JOHNSON $6.32万0.09%260 00.0% — 不变
DIS DISNEY WALT CO $6.33万0.09%655 -29-4.2% -$2,802 减仓
JEF JEFFERIES FINANCIAL GROUP IN $6.33万0.09%1,520 38033.3% $1.58万 加仓
F FORD MTR CO $6.38万0.09%5,503 -1,000-15.4% -$1.16万 减仓
AJG GALLAGHER ARTHUR J & CO $6.53万0.09%300 00.0% — 不变
LRCX LAM RESEARCH CORP $6.55万0.09%300 00.0% — 不变
ATRO ASTRONICS CORP $6.91万0.09%990 -100-9.2% -$6,984 减仓
MPAA MOTORCAR PTS AMER INC $7.08万0.10%6,560 4,890292.8% $5.28万 加仓
BBSI BARRETT BUSINESS SVCS INC $7.29万0.10%2,465 54528.4% $1.61万 加仓
LNTH LANTHEUS HLDGS INC $7.31万0.10%960 -80-7.7% -$6,088 减仓
IJR ISHARES TR $7.44万0.10%593 00.0% — 不变
OWL BLUE OWL CAPITAL INC $7.46万0.10%8,700 1,00013.0% $8,570 加仓
BP BP PLC $7.60万0.10%1,612 -230-12.5% -$1.08万 减仓
MATW MATTHEWS INTL CORP $8.16万0.11%3,215 39514.0% $1.00万 加仓
GCOW PACER FDS TR $8.50万0.12%1,836 1,8005,000.0% $8.33万 加仓
ASUR ASURE SOFTWARE INC $8.63万0.12%10,210 7307.7% $6,169 加仓
VELO VELO3D INC $8.79万0.12%7,400 7,400— $8.79万 新建仓
IEMG ISHARES INC $8.84万0.12%1,271 918260.1% $6.39万 重新持有
VAW VANGUARD WORLD FD $8.96万0.12%393 00.0% — 不变
NVS NOVARTIS AG $9.09万0.12%590 00.0% — 不变
JEMA J P MORGAN EXCHANGE TRADED F $9.11万0.12%1,752 1,752— $9.11万 新建仓
ZS ZSCALER INC $9.35万0.13%675 00.0% — 不变
TFC TRUIST FINL CORP $10.21万0.14%2,165 1,531241.5% $7.22万 加仓
TMO THERMO FISHER SCIENTIFIC INC $10.96万0.15%223 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $11.19万0.15%410 00.0% — 不变
ETN EATON CORP PLC $11.23万0.15%311 00.0% — 不变
CCJ CAMECO CORP $11.26万0.15%1,000 00.0% — 不变
BGC BGC GROUP INC $11.44万0.16%11,465 9058.6% $9,032 加仓
LMT LOCKHEED MARTIN CORP $11.52万0.16%185 -9-4.6% -$5,605 减仓
NOC NORTHROP GRUMMAN CORP $11.59万0.16%165 3022.2% $2.11万 加仓
KKR KKR & CO INC $12.13万0.17%1,330 -1,100-45.3% -$10.04万 减仓
WM WASTE MGMT INC DEL $12.55万0.17%533 -137-20.4% -$3.23万 减仓
SPY STATE STR SPDR S&P 500 ETF T $12.59万0.17%192 -15-7.2% -$9,837 减仓
VRTX VERTEX PHARMACEUTICALS INC $12.72万0.17%290 00.0% — 不变
JGLO J P MORGAN EXCHANGE TRADED F $12.82万0.17%1,964 1,222164.7% $7.98万 重新持有
CRM SALESFORCE INC $13.12万0.18%701 192.8% $3,556 加仓
HMC HONDA MOTOR CO LTD $13.12万0.18%5,434 00.0% — 不变
MMM 3M CO $13.57万0.18%939 00.0% — 不变
PH PARKER-HANNIFIN CORP $14.44万0.20%159 -10-5.9% -$9,081 减仓
ADI ANALOG DEVICES INC $14.55万0.20%457 -46-9.1% -$1.46万 减仓
PG PROCTER & GAMBLE CO $14.76万0.20%1,031 00.0% — 不变
GEHC GE HEALTHCARE TECHNOLOGIES I $14.78万0.20%2,101 -25-1.2% -$1,759 减仓
JAVA J P MORGAN EXCHANGE TRADED F $14.86万0.20%2,064 2,064— $14.86万 新建仓
LOW LOWES COS INC $14.95万0.20%647 00.0% — 不变
AFL AFLAC INC $15.17万0.21%1,373 -36-2.6% -$3,977 减仓
HROW HARROW INC $15.29万0.21%4,330 -250-5.5% -$8,827 重新持有
VOOG VANGUARD ADMIRAL FDS INC $15.30万0.21%370 18094.7% $7.44万 加仓
GLD SPDR GOLD TR $15.54万0.21%362 257.4% $1.07万 加仓
PERI PERION NETWORK LTD $15.89万0.22%16,100 -97,420-85.8% -$96.15万 减仓
LHX L3HARRIS TECHNOLOGIES INC $16.06万0.22%451 153.4% $5,340 加仓
QNST QUINSTREET INC $16.83万0.23%13,910 4,62049.7% $5.59万 加仓
V VISA INC $17.03万0.23%566 6011.9% $1.80万 加仓
DCTH DELCATH SYS INC $17.70万0.24%18,383 -18,442-50.1% -$17.76万 减仓
SO SOUTHERN CO $17.83万0.24%1,830 301.7% $2,924 加仓
IVV ISHARES TR $17.99万0.25%273 00.0% — 不变