Triumph Capital Management

报告期 2026-03-31 · CIK 0001730765

持仓数

1,838

前50大市值合计

$258.8M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 21Q2

22Q4 调仓2021-06-30 → 2022-12-31 · 共 150 项建仓 62增持 17减持 19清仓 52

方向

标的

Δ市值

现股数(环比)

减持

QQQ INVESCO QQQ TRUST

-$9.9M

26,479 -43%

建仓

BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

+$8.7M

95,040

建仓

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

+$8.7M

86,787

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

FTCS FIRST TRUST CAPITAL STRENGTH ETF

建仓

JPST JPMORGAN ULTRA-SHORT INCOME ETF

+$6.4M

127,270

建仓

FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF

+$6.0M

100,986

建仓

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF

+$5.5M

327,314

减持

DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-$5.2M

7,351 -67%

建仓

BND VANGUARD TOTAL BOND MARKET ETF

+$4.6M

64,497

建仓

SHV ISHARES SHORT TREASURY BOND ETF

+$4.6M

41,578

减持

XLF FINANCIAL SELECT SECTOR SPDR FUND

-$3.6M

8,062 -92%

建仓

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF

+$3.6M

46,723

减持

IVV ISHARES CORE S&P 500 ETF

-$3.3M

2,143 -77%

减持

MOAT VANECK MORNINGSTAR WIDE MOAT ETF

-$3.3M

7,330 -85%

增持

IWM ISHARES RUSSELL 2000 ETF

+$3.2M

23,493 +477%

建仓

SMH VANECK SEMICONDUCTOR ETF

+$3.1M

15,463

减持

XLV HEALTH CARE SELECT SECTOR SPDR FUND

-$3.1M

1,757 -93%

清仓

XLK TECHNOLOGY SELECT SECTOR SPDR FUND

-$2.8M

0 -100%

清仓

IWY ISHARES RUSSELL TOP 200 GROWTH ETF

-$2.7M

0 -100%

清仓

MSTB LHA MARKET STATE TACTICAL BETA ETF

-$2.6M

0 -100%

建仓

— AON PLC SHS CL A

+$1.9M

6,449

建仓

XLU UTILITIES SELECT SECTOR SPDR FUND

+$1.9M

27,260

清仓

RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND

-$1.9M

0 -100%

增持

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

+$1.9M

61,935 +305%

减持

MDY SPDR S&P MIDCAP 400 ETF TRUST

-$1.8M

999 -78%

清仓

LOUP INNOVATOR LOUP FRONTIER TECH ETF

-$1.8M

0 -100%

减持

ARKK ARK INNOVATION ETF

-$1.7M

7,184 -56%

减持

T AT&T INC COM

-$1.7M

26,697 -65%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW

+$1.6M

7,792 +175%

建仓

PG PROCTER AND GAMBLE CO COM

+$1.5M

10,051

增持

AMZN AMAZON COM INC COM

-$1.5M

10,018 +1493%

建仓

SOFI SOFI TECHNOLOGIES INC COM

+$1.4M

312,943

减持

RSP INVESCO S&P 500 EQUAL WEIGHT ETF

-$1.4M

2,837 -76%

清仓

— CITRIX SYS INC COM

-$1.4M

0 -100%

建仓

NWL NEWELL BRANDS INC COM

+$1.4M

104,389

减持

XLE ENERGY SELECT SECTOR SPDR FUND

-$1.4M

9,233 -78%

清仓

— O'SHARES GLOBAL INTERNET GIANTS ETF

-$1.3M

0 -100%

清仓

QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF

-$1.3M

0 -100%

增持

COWZ PACER US CASH COWS 100 ETF

+$1.3M

34,411 +394%

清仓

FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX

-$1.2M

0 -100%

建仓

FGD FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND

+$1.2M

56,512

增持

DJAN FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY

+$1.2M

50,505 +384%

清仓

ATHM AUTOHOME INC SP ADS RP CL A

-$1.2M

0 -100%

清仓

— HAILIANG ED GROUP INC SPONSORED ADR

-$1.2M

0 -100%

建仓

UJAN INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY

+$1.1M

38,620

减持

XEL XCEL ENERGY INC COM

-$1.1M

3,725 -82%

增持

MSFT MICROSOFT CORP COM

+$1.1M

11,946 +93%

清仓

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS

-$1.1M

0 -100%

清仓

FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND

-$1.1M

0 -100%

建仓

MMM 3M CO COM

+$1.1M

9,111

清仓

GDX VANECK VECTORS GOLD MINERS ETF

-$1.1M

0 -100%

建仓

PFE PFIZER INC COM

+$1.1M

21,008

清仓

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-$1.1M

0 -100%

清仓

KBH KB HOME COM

-$1.1M

0 -100%

建仓

SNOW SNOWFLAKE INC CL A

+$1.0M

7,104

清仓

ED CONSOLIDATED EDISON INC COM

-$1.0M

0 -100%

增持

SPY SPDR S&P 500 ETF TRUST

-$1.0M

28,267 +4%

清仓

VTV VANGUARD VALUE INDEX FUND

-$1.0M

0 -100%

增持

ALTL PACER LUNT LARGE CAP ALTERNATOR ETF

+$945.6K

29,599 +395%

减持

IWO ISHARES RUSSELL 2000 GROWTH ETF

-$936.2K

1,290 -68%

清仓

— INNOVATOR IBD 50 ETF

-$930.0K

0 -100%

建仓

TMO THERMO FISHER SCIENTIFIC INC COM

+$871.8K

1,583

清仓

SE SEA LTD SPONSORD ADS

-$864.0K

0 -100%

建仓

— SEAGEN INC COM

+$853.6K

6,642

建仓

NU NU HLDGS LTD ORD SHS CL A

+$812.6K

199,644

建仓

— SVB FINANCIAL GROUP COM

+$811.9K

3,528

建仓

FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF

+$784.0K

17,850

建仓

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

+$775.3K

8,616

清仓

FUTU FUTU HLDGS LTD SPON ADS CL A

-$754.0K

0 -100%

建仓

JXN JACKSON FINANCIAL INC COM CL A

+$739.2K

21,247

清仓

SCHF SCHWAB INTERNATIONAL EQUITY ETF

-$720.0K

0 -100%

建仓

IBB ISHARES BIOTECHNOLOGY ETF

+$699.8K

5,330

建仓

BX BLACKSTONE INC COM

+$683.2K

9,209

清仓

CRWD CROWDSTRIKE HLDGS INC CL A

-$677.0K

0 -100%

清仓

BP BP PLC SPONSORED ADR

-$670.0K

0 -100%

建仓

PANW PALO ALTO NETWORKS INC COM

+$652.2K

4,674

清仓

BSAC BANCO SANTANDER CHILE NEW SP ADR REP COM

-$652.0K

0 -100%

建仓

ILF ISHARES LATIN AMERICA 40 ETF

+$651.2K

28,450

清仓

MO ALTRIA GROUP INC COM

-$648.0K

0 -100%

建仓

SDOG ALPS SECTOR DIVIDEND DOGS ETF

+$644.4K

12,528

建仓

— BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT

+$632.7K

24,967

建仓

— AIR TRANSPORT SERVICES GRP INC COM

+$631.3K

24,300

清仓

AMGN AMGEN INC COM

-$627.0K

0 -100%

清仓

SQ SQUARE INC CL A

-$626.0K

0 -100%

建仓

OKTA OKTA INC CL A

+$625.5K

9,154

清仓

TMDX TRANSMEDICS GROUP INC COM

-$622.0K

0 -100%

清仓

OKE ONEOK INC NEW COM

-$622.0K

0 -100%

减持

EIX EDISON INTL COM

-$621.5K

9,282 -56%

建仓

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF

+$620.9K

5,738

减持

PLTR PALANTIR TECHNOLOGIES INC CL A

-$613.0K

32,393 -15%

建仓

PFFD GLOBAL X U.S. PREFERRED ETF

+$609.6K

31,471

清仓

— CYCLOPSS CORP COM NEW

-$605.0K

0 -100%

建仓

EWZ ISHARES MSCI BRAZIL ETF

+$601.4K

21,503

减持

SAFT SAFETY INS GROUP INC COM

-$596.0K

5,816 -59%

清仓

— CHURCHILL CAPITAL CORP IV CL A

-$587.0K

0 -100%

清仓

— KELLOGG CO COM

-$580.0K

0 -100%

建仓

INTC INTEL CORP COM

+$579.3K

21,920

清仓

OPEN OPENDOOR TECHNOLOGIES INC COM

-$575.0K

0 -100%

清仓

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-$575.0K

0 -100%

建仓

VALE VALE S A SPONSORED ADS

+$572.5K

33,737

建仓

ALLY ALLY FINL INC COM

+$572.1K

23,397

建仓

WPC WP CAREY INC COM

+$566.7K

7,252

建仓

LUMN LUMEN TECHNOLOGIES INC COM

+$562.5K

107,766

增持

AAPL APPLE INC COM

+$551.5K

12,010 +78%

建仓

UBER UBER TECHNOLOGIES INC COM

+$548.2K

22,168

建仓

PFF ISHARES PREFERRED & INCOME SECURITIES ETF

+$547.4K

17,931

建仓

— GLOBAL X SUPERDIVIDEND ETF

+$544.1K

22,641

清仓

AXP AMERICAN EXPRESS CO COM

-$529.0K

0 -100%

清仓

— THE BEACHBODY COMPANY INC COM CL A

-$525.0K

0 -100%

增持

BGS B & G FOODS INC NEW COM

+$523.2K

99,752 +414%

建仓

— NORWEGIAN CRUISE LINE HLDG LTD SHS

+$522.2K

42,665

清仓

COF CAPITAL ONE FINL CORP COM

-$515.0K

0 -100%

减持

— ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF

-$512.8K

6,325 -70%

建仓

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF

+$512.8K

5,494

增持

NVDA NVIDIA CORPORATION COM

+$510.0K

5,187 +1557%

建仓

DAL DELTA AIR LINES INC DEL COM NEW

+$509.3K

15,500

清仓

— DERMTECH INC COM

-$508.0K

0 -100%

清仓

CLPT CLEARPOINT NEURO INC COM

-$500.0K

0 -100%

清仓

RUN SUNRUN INC COM

-$495.0K

0 -100%

建仓

GSG ISHARES S&P GSCI COMMODITY INDEXED TRUST

+$491.8K

23,167

增持

TSLA TESLA INC COM

+$480.4K

5,962 +1433%

建仓

USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF

+$478.7K

9,747

清仓

— SHELL MIDSTREAM PARTNERS L P UNIT LTD INT

-$478.0K

0 -100%

增持

F FORD MTR CO DEL COM

+$477.2K

78,175 +158%

清仓

— FIVERR INTL LTD ORD SHS

-$477.0K

0 -100%

建仓

SHOP SHOPIFY INC CL A

+$465.4K

13,409

建仓

PGNY PROGYNY INC COM

+$465.4K

14,940

清仓

VWO VANGUARD FTSE EMERGING MARKETS ETF

-$464.0K

0 -100%

清仓

DJUL FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - JULY

-$462.0K

0 -100%

清仓

PATH UIPATH INC CL A

-$460.0K

0 -100%

减持

VUG VANGUARD GROWTH ETF

-$459.8K

2,038 -33%

建仓

SPG SIMON PPTY GROUP INC NEW COM

+$459.4K

3,910

清仓

VIPS VIPSHOP HOLDINGS LIMITED SPONSORED ADS A

-$453.0K

0 -100%

建仓

S SENTINELONE INC CL A

+$452.0K

30,979

建仓

IHAK ISHARES CYBERSECURITY & TECH ETF

+$451.3K

13,667

建仓

MAT MATTEL INC COM

+$450.0K

25,226

增持

XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND

+$447.2K

6,683 +191%

建仓

IRT INDEPENDENCE RLTY TR INC COM

+$446.4K

26,476

清仓

— BURCON NUTRASCIENCE CORP COM

-$443.0K

0 -100%

建仓

GT GOODYEAR TIRE & RUBR CO COM

+$434.8K

42,835

增持

VOO VANGUARD S&P 500 ETF

+$425.3K

3,510 +74%

建仓

CION CION INVT CORP COM

+$422.5K

43,337

清仓

— XL FLEET CORP COM CL A

-$418.0K

0 -100%

建仓

GSK GSK PLC SPONSORED ADR

+$413.4K

11,765

清仓

CHWY CHEWY INC CL A

-$413.0K

0 -100%

清仓

DAPR FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - APRIL

-$410.0K

0 -100%

建仓

KXI ISHARES GLOBAL CONSUMER STAPLES ETF

+$407.9K

6,839

增持

UPST UPSTART HLDGS INC COM

-$406.4K

27,730 +306%

清仓

SO SOUTHERN CO COM

-$396.0K

0 -100%

建仓

TWO TWO HBRS INVT CORP COM

+$395.4K

25,071