Tripletail Wealth Management, LLC
ORLANDO FL · SEC CIK 0002079812
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $12.59万 | 0.17% | 192 | -15 | -7.2% | -$9,837 | 减仓 |
| WM | WASTE MGMT INC DEL | $12.55万 | 0.17% | 533 | -137 | -20.4% | -$3.23万 | 减仓 |
| KKR | KKR & CO INC | $12.13万 | 0.17% | 1,330 | -1,100 | -45.3% | -$10.04万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $11.59万 | 0.16% | 165 | 30 | 22.2% | $2.11万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $11.52万 | 0.16% | 185 | -9 | -4.6% | -$5,605 | 减仓 |
| BGC | BGC GROUP INC | $11.44万 | 0.16% | 11,465 | 905 | 8.6% | $9,032 | 加仓 |
| CCJ | CAMECO CORP | $11.26万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $11.23万 | 0.15% | 311 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $11.19万 | 0.15% | 410 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $10.96万 | 0.15% | 223 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $10.21万 | 0.14% | 2,165 | 1,531 | 241.5% | $7.22万 | 加仓 |
| ZS | ZSCALER INC | $9.35万 | 0.13% | 675 | 0 | 0.0% | — | 不变 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $9.11万 | 0.12% | 1,752 | 1,752 | — | $9.11万 | 新建仓 |
| NVS | NOVARTIS AG | $9.09万 | 0.12% | 590 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $8.96万 | 0.12% | 393 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $8.84万 | 0.12% | 1,271 | 918 | 260.1% | $6.39万 | 重新持有 |
| VELO | VELO3D INC | $8.79万 | 0.12% | 7,400 | 7,400 | — | $8.79万 | 新建仓 |
| ASUR | ASURE SOFTWARE INC | $8.63万 | 0.12% | 10,210 | 730 | 7.7% | $6,169 | 加仓 |
| GCOW | PACER FDS TR | $8.50万 | 0.12% | 1,836 | 1,800 | 5,000.0% | $8.33万 | 加仓 |
| MATW | MATTHEWS INTL CORP | $8.16万 | 0.11% | 3,215 | 395 | 14.0% | $1.00万 | 加仓 |
| BP | BP PLC | $7.60万 | 0.10% | 1,612 | -230 | -12.5% | -$1.08万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $7.46万 | 0.10% | 8,700 | 1,000 | 13.0% | $8,570 | 加仓 |
| IJR | ISHARES TR | $7.44万 | 0.10% | 593 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $7.31万 | 0.10% | 960 | -80 | -7.7% | -$6,088 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $7.29万 | 0.10% | 2,465 | 545 | 28.4% | $1.61万 | 加仓 |
| MPAA | MOTORCAR PTS AMER INC | $7.08万 | 0.10% | 6,560 | 4,890 | 292.8% | $5.28万 | 加仓 |
| ATRO | ASTRONICS CORP | $6.91万 | 0.09% | 990 | -100 | -9.2% | -$6,984 | 减仓 |
| LRCX | LAM RESEARCH CORP | $6.55万 | 0.09% | 300 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $6.53万 | 0.09% | 300 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $6.38万 | 0.09% | 5,503 | -1,000 | -15.4% | -$1.16万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $6.33万 | 0.09% | 1,520 | 380 | 33.3% | $1.58万 | 加仓 |
| DIS | DISNEY WALT CO | $6.33万 | 0.09% | 655 | -29 | -4.2% | -$2,802 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6.32万 | 0.09% | 260 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.82万 | 0.08% | 392 | 160 | 69.0% | $2.38万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $5.76万 | 0.08% | 669 | 669 | — | $5.76万 | 新建仓 |
| DGRO | ISHARES TR | $5.62万 | 0.08% | 800 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $5.51万 | 0.08% | 1,662 | -75 | -4.3% | -$2,487 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $5.43万 | 0.07% | 725 | 725 | — | $5.43万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $5.27万 | 0.07% | 193 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES INC | $5.22万 | 0.07% | 146 | -16 | -9.9% | -$5,726 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $5.10万 | 0.07% | 82 | 0 | 0.0% | — | 不变 |
| ACNB | ACNB CORP | $5.09万 | 0.07% | 1,060 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $4.99万 | 0.07% | 1,100 | 600 | 120.0% | $2.72万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $4.91万 | 0.07% | 780 | -153 | -16.4% | -$9,634 | 减仓 |
| VDE | VANGUARD WORLD FD | $4.86万 | 0.07% | 289 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $4.84万 | 0.07% | 330 | -700 | -68.0% | -$10.28万 | 减仓 |
| IJH | ISHARES TR | $4.84万 | 0.07% | 710 | -3,500 | -83.1% | -$23.86万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.82万 | 0.07% | 605 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $4.79万 | 0.07% | 172 | -80 | -31.7% | -$2.23万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.78万 | 0.07% | 163 | -17 | -9.4% | -$4,990 | 减仓 |
| GOOG | ALPHABET INC | $4.71万 | 0.06% | 160 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $4.70万 | 0.06% | 404 | -35 | -8.0% | -$4,074 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $4.35万 | 0.06% | 1,010 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $4.30万 | 0.06% | 3,000 | -500 | -14.3% | -$7,160 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $4.25万 | 0.06% | 524 | -21 | -3.9% | -$1,702 | 减仓 |
| EXP | EAGLE MATLS INC | $4.17万 | 0.06% | 222 | -4 | -1.8% | -$752 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4.13万 | 0.06% | 191 | 191 | — | $4.13万 | 新建仓 |
| BLK | BLACKROCK INC | $3.87万 | 0.05% | 40 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $3.84万 | 0.05% | 660 | 0 | 0.0% | — | 不变 |
| SMBK | SMARTFINANCIAL INC | $3.83万 | 0.05% | 970 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $3.81万 | 0.05% | 109 | 100 | 1,111.1% | $3.49万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3.71万 | 0.05% | 52 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $3.66万 | 0.05% | 304 | -19 | -5.9% | -$2,289 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.57万 | 0.05% | 722 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $3.49万 | 0.05% | 222 | -19 | -7.9% | -$2,983 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $3.42万 | 0.05% | 900 | 100 | 12.5% | $3,797 | 加仓 |
| SYY | SYSCO CORP | $3.34万 | 0.05% | 470 | -73 | -13.4% | -$5,195 | 减仓 |
| VOX | VANGUARD WORLD FD | $3.32万 | 0.05% | 182 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $3.26万 | 0.04% | 54 | -10 | -15.6% | -$6,030 | 减仓 |
| VFH | VANGUARD WORLD FD | $3.25万 | 0.04% | 268 | -100 | -27.2% | -$1.21万 | 减仓 |
| VV | VANGUARD INDEX FDS | $3.01万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $2.99万 | 0.04% | 750 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $2.96万 | 0.04% | 320 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $2.91万 | 0.04% | 53 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $2.90万 | 0.04% | 100 | -20 | -16.7% | -$5,799 | 减仓 |
| VCR | VANGUARD WORLD FD | $2.86万 | 0.04% | 80 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $2.80万 | 0.04% | 323 | -20 | -5.8% | -$1,733 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2.79万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $2.78万 | 0.04% | 520 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $2.77万 | 0.04% | 145 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $2.60万 | 0.04% | 300 | 0 | 0.0% | — | 不变 |
| — | PIONEER BANCORP INC MD | $2.37万 | 0.03% | 1,690 | -23,322 | -93.2% | -$32.65万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.24万 | 0.03% | 376 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $2.22万 | 0.03% | 395 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.12万 | 0.03% | 89 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $2.10万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| NNE | NANO NUCLEAR ENERGY INC | $2.10万 | 0.03% | 980 | -160 | -14.0% | -$3,421 | 减仓 |
| CPRT | COPART INC | $2.04万 | 0.03% | 612 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $2.02万 | 0.03% | 610 | 420 | 221.1% | $1.39万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $1.99万 | 0.03% | 1,400 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $1.97万 | 0.03% | 60 | -100 | -62.5% | -$3.28万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.86万 | 0.03% | 40 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1.85万 | 0.03% | 300 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $1.75万 | 0.02% | 115 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $1.65万 | 0.02% | 183 | -22 | -10.7% | -$1,988 | 减仓 |
| — | ALPS ETF TR | $1.53万 | 0.02% | 352 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $1.52万 | 0.02% | 70 | 7 | 11.1% | $1,522 | 加仓 |
| RTX | RTX CORPORATION | $1.47万 | 0.02% | 75 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $1.44万 | 0.02% | 71 | -2 | -2.1% | -$305 | 减仓 |
| DXCM | DEXCOM INC | $1.42万 | 0.02% | 228 | 0 | 0.0% | — | 不变 |