13F 机构持仓

Tripletail Wealth Management, LLC

ORLANDO FL · SEC CIK 0002079812

2026Q22026Q1 更早 9 个季度 🔒
$8,690.65万2026Q2 申报市值
278持仓数
43.3%前十大占比 · 第一大 19.2%
22 / 8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 19.2%
NVDA 5.1%
RSP 3.8%
AAPL 3.0%
PULS 2.4%
AMZN 2.1%
MU 2.1%
MSFT 2.0%
IVW 1.9%
QDPL 1.8%

2026Q2 买入最多 按季末市值估算

RSP 加仓+$76.19万
IVES 加仓+$65.61万
PULS 加仓+$54.48万
CRWD 加仓+$26.32万
AMD 加仓+$25.63万

2026Q2 卖出最多 按季末市值估算

MU 减仓-$82.43万
DCTH 减仓-$22.60万
VOYG 减仓-$19.11万
NVDA 减仓-$15.84万
INOD 减仓-$15.50万

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
FBK FB FINL CORP $2.91万0.03%520 00.0% — 不变
— PIONEER BANCORP INC MD $2.92万0.03%1,690 00.0% — 不变
TER TERADYNE INC $2.95万0.03%80 80— $2.95万 新建仓
VZ VERIZON COMMUNICATIONS INC $3.07万0.04%722 00.0% — 不变
IBIT ISHARES BITCOIN TRUST ETF $3.14万0.04%900 00.0% — 不变
VCR VANGUARD WORLD FD $3.16万0.04%80 00.0% — 不变
EXP EAGLE MATLS INC $3.21万0.04%146 -76-34.2% -$1.67万 减仓
VO VANGUARD INDEX FDS $3.22万0.04%400 00.0% — 不变
LYB LYONDELLBASELL INDUSTRIES NV $3.23万0.04%605 00.0% — 不变
RGTI RIGETTI COMPUTING INC $3.23万0.04%1,800 40028.6% $7,176 加仓
VOX VANGUARD WORLD FD $3.42万0.04%182 00.0% — 不变
VV VANGUARD INDEX FDS $3.43万0.04%100 00.0% — 不变
TROX TRONOX HOLDINGS PLC $3.45万0.04%5,550 5,550— $3.45万 新建仓
CMI CUMMINS INC $3.51万0.04%53 00.0% — 不变
VFH VANGUARD WORLD FD $3.65万0.04%268 00.0% — 不变
TGT TARGET CORP $3.70万0.04%284 -20-6.6% -$2,604 减仓
— ALPS ETF TR $3.87万0.04%900 15020.0% $6,447 加仓
BLK BLACKROCK INC $3.98万0.05%40 00.0% — 不变
OXY OCCIDENTAL PETE CORP $4.03万0.05%824 445.6% $2,152 加仓
GD GENERAL DYNAMICS CORP $4.07万0.05%109 00.0% — 不变
ORCL ORACLE CORP $4.21万0.05%300 300— $4.21万 新建仓
VDE VANGUARD WORLD FD $4.35万0.05%289 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $4.43万0.05%141 -22-13.5% -$6,912 减仓
VIG VANGUARD SPECIALIZED FUNDS $4.56万0.05%191 00.0% — 不变
SMBK SMARTFINANCIAL INC $4.59万0.05%970 00.0% — 不变
— LAKELAND INDS INC $4.60万0.05%3,720 -110-2.9% -$1,360 重新持有
VGT VANGUARD WORLD FD $4.77万0.05%416 00.0% — 不变
HTB HOMETRUST BANCSHARES INC $4.99万0.06%1,010 00.0% — 不变
IREN IREN LIMITED $5.05万0.06%1,300 1,300— $5.05万 新建仓
III INFORMATION SVCS GROUP INC $5.13万0.06%12,490 8907.7% $3,658 重新持有
ATRO ASTRONICS CORP $5.22万0.06%738 -252-25.5% -$1.78万 减仓
PNFP PINNACLE FINL PARTNERS INC $5.26万0.06%529 529— $5.26万 新建仓
IJH ISHARES TR $5.40万0.06%710 00.0% — 不变
XLV SELECT SECTOR SPDR TR $5.40万0.06%330 00.0% — 不变
ENTG ENTEGRIS INC $5.56万0.06%379 -25-6.2% -$3,666 减仓
FAF FIRST AMERN FINL CORP $5.66万0.07%815 15523.5% $1.08万 加仓
MDY STATE STR SPDR S&P MIDCAP 40 $5.69万0.07%82 00.0% — 不变
GOOG ALPHABET INC $5.70万0.07%160 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $5.70万0.07%1,612 -50-3.0% -$1,770 减仓
CDNS CADENCE DESIGN SYSTEM INC $5.71万0.07%153 -19-11.0% -$7,090 减仓
CCJ CAMECO CORP $5.79万0.07%600 -400-40.0% -$3.86万 减仓
CRM SALESFORCE INC $5.86万0.07%353 -348-49.6% -$5.78万 减仓
VHT VANGUARD WORLD FD $5.95万0.07%193 00.0% — 不变
— TEMA ETF TRUST $5.95万0.07%1,000 1,000— $5.95万 新建仓
BP BP PLC $6.03万0.07%1,612 00.0% — 不变
ALAB ASTERA LABS INC $6.10万0.07%150 150— $6.10万 新建仓
JIVE J P MORGAN EXCHANGE TRADED F $6.13万0.07%664 -5-0.7% -$461 减仓
JIG J P MORGAN EXCHANGE TRADED F $6.13万0.07%720 -5-0.7% -$426 减仓
DGRO ISHARES TR $6.18万0.07%800 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $6.36万0.07%492 10025.5% $1.29万 加仓
ACNB ACNB CORP $6.39万0.07%1,060 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $6.70万0.08%280 -130-31.7% -$3.11万 减仓
JNJ JOHNSON & JOHNSON $6.84万0.08%260 00.0% — 不变
IONS IONIS PHARMACEUTICALS INC $6.95万0.08%850 850— $6.95万 新建仓
F FORD MTR CO $7.29万0.08%5,455 -48-0.9% -$641 减仓
ZS ZSCALER INC $7.37万0.08%500 -175-25.9% -$2.58万 减仓
AJG GALLAGHER ARTHUR J & CO $7.57万0.09%300 00.0% — 不变
ASUR ASURE SOFTWARE INC $8.36万0.10%10,210 00.0% — 不变
QBTS D-WAVE QUANTUM INC $8.45万0.10%3,750 75025.0% $1.69万 加仓
SPCX SPACE EXPLORATION TECHN CORP $8.51万0.10%525 525— $8.51万 新建仓
GCOW PACER FDS TR $8.53万0.10%1,936 1005.4% $4,404 加仓
IJR ISHARES TR $8.69万0.10%593 00.0% — 不变
AIOT POWERFLEET INC $9.21万0.11%21,070 00.0% — 重新持有
MATW MATTHEWS INTL CORP $9.25万0.11%3,465 2507.8% $6,673 加仓
MPAA MOTORCAR PTS AMER INC $9.62万0.11%6,560 00.0% — 不变
LMT LOCKHEED MARTIN CORP $9.66万0.11%177 -8-4.3% -$4,367 减仓
ETN EATON CORP PLC $9.96万0.11%250 -61-19.6% -$2.43万 减仓
IEMG ISHARES INC $10.06万0.12%1,260 -11-0.9% -$878 减仓
LRCX LAM RESEARCH CORP $10.54万0.12%300 00.0% — 不变
LNTH LANTHEUS HLDGS INC $10.55万0.12%960 00.0% — 不变
JEMA J P MORGAN EXCHANGE TRADED F $10.65万0.12%1,736 -16-0.9% -$982 减仓
BBSI BARRETT BUSINESS SVCS INC $10.94万0.13%2,885 42017.0% $1.59万 加仓
ASTS AST SPACEMOBILE INC $11.24万0.13%1,320 1,000312.5% $8.51万 加仓
LGND LIGAND PHARMACEUTICALS INC $11.34万0.13%355 -355-50.0% -$11.34万 重新持有
TMO THERMO FISHER SCIENTIFIC INC $11.67万0.13%223 00.0% — 不变
WM WASTE MGMT INC DEL $12.28万0.14%533 00.0% — 不变
KKR KKR & CO INC $12.48万0.14%1,330 00.0% — 不变
GLD SPDR GOLD TR $12.55万0.14%332 -30-8.3% -$1.13万 减仓
NVS NOVARTIS AG $12.63万0.15%790 20033.9% $3.20万 加仓
BGC BGC GROUP INC $13.04万0.15%11,835 3703.2% $4,077 加仓
VELO VELO3D INC $13.08万0.15%8,369 96913.1% $1.51万 加仓
LHX L3HARRIS TECHNOLOGIES INC $13.11万0.15%434 -17-3.8% -$5,135 减仓
MMM 3M CO $13.57万0.16%846 -93-9.9% -$1.49万 减仓
CBRS CEREBRAS SYSTEMS INC $13.62万0.16%665 665— $13.62万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $13.78万0.16%2,101 00.0% — 不变
JGLO J P MORGAN EXCHANGE TRADED F $13.92万0.16%1,952 -12-0.6% -$856 减仓
SPY STATE STR SPDR S&P 500 ETF T $14.30万0.16%192 00.0% — 不变
LOW LOWES COS INC $14.72万0.17%647 00.0% — 不变
HMC HONDA MOTOR CO LTD $15.23万0.18%5,434 00.0% — 不变
PH PARKER-HANNIFIN CORP $15.31万0.18%159 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $15.31万0.18%290 00.0% — 不变
AFL AFLAC INC $15.57万0.18%1,288 -85-6.2% -$1.03万 减仓
PERI PERION NETWORK LTD $15.60万0.18%16,600 5003.1% $4,700 加仓
PG PROCTER & GAMBLE CO $15.61万0.18%1,031 00.0% — 不变
JAVA J P MORGAN EXCHANGE TRADED F $16.44万0.19%2,051 -13-0.6% -$1,042 减仓
ADI ANALOG DEVICES INC $16.56万0.19%439 -18-3.9% -$6,789 减仓
NOC NORTHROP GRUMMAN CORP $16.74万0.19%305 14084.8% $7.69万 加仓
TH TARGET HOSPITALITY CORP $16.93万0.19%9,165 -3,985-30.3% -$7.36万 减仓
VOOG VANGUARD ADMIRAL FDS INC $18.08万0.21%2,220 00.0% — 不变
CVX CHEVRON CORPORATION $18.19万0.21%1,075 00.0% — 不变