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Triumph Capital Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 63
增持 27
减持 28
清仓 32
方向
标的
Δ市值
现股数(环比)
建仓
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
+$5.0M
59,325
减持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
-$4.8M
22,369
-68%
建仓
DAUG
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
+$4.3M
127,692
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。
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$4.3M
12,358
-76%
建仓
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
+$3.8M
79,818
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$3.4M
88,731
+628%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$3.3M
287,503
-19%
建仓
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$3.3M
70,616
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$2.7M
6,065
-61%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.8M
55,373
+143%
清仓
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$1.6M
0
-100%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$1.5M
71,082
+72%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$1.5M
91,795
+21%
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$1.4M
427,837
+25%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
3,364
+351%
减持
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$1.0M
27,598
-41%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$1.0M
8,635
建仓
—
FRANKLIN BSP LENDING CORP COM
+$963.8K
132,387
建仓
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$951.1K
29,918
增持
JXN
JACKSON FINANCIAL INC COM CL A
+$943.6K
49,425
+225%
建仓
IYE
ISHARES U.S. ENERGY ETF
+$938.0K
21,895
增持
PYPL
PAYPAL HLDGS INC COM
+$916.3K
19,318
+294%
建仓
PKST
PEAKSTONE REALTY TRUST COM
+$825.6K
29,333
清仓
—
BROOKFIELD RENEWABLE PARTNERS PARTNERSHIP UNIT
-$789.1K
0
-100%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION COM
+$783.6K
56,989
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$782.0K
19,214
清仓
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$781.9K
0
-100%
建仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
+$768.5K
28,090
建仓
SCHW
SCHWAB CHARLES CORP COM
+$759.5K
13,400
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$737.0K
32,185
建仓
KKR
KKR & CO INC COM
+$672.8K
12,015
清仓
INTC
INTEL CORP COM
-$654.2K
0
-100%
建仓
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$652.4K
19,353
建仓
MPT
MEDICAL PPTYS TRUST INC COM
+$624.9K
65,340
减持
EWZ
ISHARES MSCI BRAZIL ETF
-$610.1K
10,433
-70%
建仓
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
+$592.4K
16,682
清仓
NU
NU HLDGS LTD ORD SHS CL A
-$589.0K
0
-100%
建仓
OWL
BLUE OWL CAPITAL INC COM CL A
+$586.5K
50,348
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$582.9K
26,944
+39%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$574.3K
12,969
减持
XLU
UTILITIES SELECT SECTOR SPDR FUND
-$568.0K
4,097
-67%
建仓
WPC
WP CAREY INC COM
+$566.0K
8,247
增持
IEP
ICAHN ENTERPRISES LP DEPOSITARY UNIT
+$557.6K
28,363
+452%
增持
F
FORD MTR CO DEL COM
+$555.3K
45,233
+341%
清仓
CLF
CLEVELAND-CLIFFS INC NEW COM
-$554.3K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW COM
+$547.5K
4,741
清仓
COM
DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF
-$546.2K
0
-100%
建仓
KREF
KKR REAL ESTATE FIN TR INC COM
+$540.9K
42,932
清仓
—
PIONEER NAT RES CO COM
-$499.4K
0
-100%
清仓
—
NORWEGIAN CRUISE LINE HLDG LTD SHS
-$498.4K
0
-100%
建仓
—
CONFLUENT INC CLASS A COM
+$494.3K
14,000
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$487.9K
12,562
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$476.8K
5,333
+139%
减持
SPY
SPDR S&P 500 ETF TRUST
-$474.9K
22,346
-12%
建仓
IOT
SAMSARA INC COM CL A
+$471.1K
17,000
建仓
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$464.8K
39,024
建仓
PSEC
PROSPECT CAP CORP COM
+$464.1K
74,853
减持
PG
PROCTER AND GAMBLE CO COM
-$463.9K
7,316
-31%
减持
EUFN
ISHARES MSCI EUROPE FINANCIALS ETF
-$463.6K
11,632
-68%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$454.0K
61,875
+6%
建仓
ARI
APOLLO COML REAL EST FIN INC COM
+$444.4K
38,080
清仓
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
-$438.5K
0
-100%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$438.5K
5,819
-21%
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$420.6K
66,925
-17%
清仓
YOU
CLEAR SECURE INC COM CL A
-$418.7K
0
-100%
建仓
ETV
EATON VANCE TAX-MANAGED BUY- W COM
+$417.1K
32,636
建仓
—
TEI DIVERSIFIED INCOME FUND I NSA
+$413.1K
71
清仓
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
-$401.4K
0
-100%
增持
AMZN
AMAZON COM INC COM
+$399.5K
5,391
+84%
减持
QCOM
QUALCOMM INC COM
-$387.8K
3,223
-47%
清仓
ORCL
ORACLE CORP COM
-$383.1K
0
-100%
增持
META
META PLATFORMS INC CL A
+$381.5K
4,692
+3%
清仓
ALTL
PACER LUNT LARGE CAP ALTERNATOR ETF
-$379.1K
0
-100%
清仓
NOC
NORTHROP GRUMMAN CORP COM
-$369.8K
0
-100%
清仓
SHOP
SHOPIFY INC CL A
-$357.2K
0
-100%
建仓
—
TRANSOCEAN LTD REG SHS
+$350.5K
50,005
减持
ILF
ISHARES LATIN AMERICA 40 ETF
-$348.8K
20,764
-46%
清仓
BSBR
BANCO SANTANDER BRASIL S A ADS REP 1 UNIT
-$341.3K
0
-100%
增持
TSLA
TESLA INC COM
+$335.6K
5,786
+2%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$329.1K
8,521
-36%
增持
WFC
WELLS FARGO CO NEW COM
+$326.7K
25,446
+25%
减持
PANW
PALO ALTO NETWORKS INC COM
-$326.5K
3,100
-45%
建仓
MSTB
LHA MARKET STATE TACTICAL BETA ETF
+$324.7K
11,907
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$322.2K
0
-100%
建仓
JPIE
JPMORGAN INCOME ETF
+$314.1K
6,950
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$309.5K
22,357
+83%
建仓
NLY
ANNALY CAPITAL MANAGEMENT INC COM
+$308.0K
15,393
建仓
STWD
STARWOOD PPTY TR INC COM
+$305.6K
15,372
清仓
IBM
INTERNATIONAL BUSINESS MACHS COM
-$303.1K
0
-100%
建仓
FBRT
FRANKLIN BSP RLTY TR INC COM
+$301.4K
20,768
建仓
PECO
PHILLIPS EDISON & CO INC COM
+$300.3K
8,789
建仓
ACRE
ARES COML REAL ESTATE CORP COM
+$297.4K
28,327
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$296.4K
0
-100%
减持
AAPL
APPLE INC COM
-$289.5K
7,522
-29%
减持
SOFI
SOFI TECHNOLOGIES INC COM
+$288.1K
152,332
-6%
建仓
TWO
TWO HBRS INVT CORP COM
+$288.1K
20,755
建仓
—
ABRDN ASIA PACIFIC INCOME FUND COM
+$286.7K
106,203
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$284.2K
1,763
清仓
—
PACWEST BANCORP DEL COM
-$281.4K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$281.0K
6,775
+3%
增持
SQM
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
+$281.0K
9,286
+91%
建仓
ALB
ALBEMARLE CORP COM
+$279.6K
1,251
清仓
DVA
DAVITA INC COM
-$275.4K
0
-100%
建仓
ABNB
AIRBNB INC COM CL A
+$274.4K
2,141
减持
JNJ
JOHNSON & JOHNSON COM
-$263.9K
2,361
-44%
建仓
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$257.6K
5,155
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$248.4K
5,052
清仓
—
SPDR S&P 600 SMALL CAP ETF
-$247.7K
0
-100%
建仓
IRT
INDEPENDENCE RLTY TR INC COM
+$247.3K
13,574
清仓
CLOU
GLOBAL X CLOUD COMPUTING ETF
-$247.1K
0
-100%
建仓
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
+$244.2K
3,253
建仓
MED
MEDIFAST INC COM
+$240.2K
2,606
建仓
BMY
BRISTOL-MYERS SQUIBB CO COM
+$237.8K
3,718
清仓
USIG
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
-$237.0K
0
-100%
建仓
HIMS
HIMS & HERS HEALTH INC COM CL A
+$231.9K
24,670
建仓
XBXMX
NUVEEN S&P 500 BUY-WRITE INCOM COM
+$231.7K
17,032
建仓
USB
US BANCORP DEL COM NEW
+$228.0K
6,801
减持
EIX
EDISON INTL COM
-$227.0K
6,302
-33%
建仓
CF
CF INDS HLDGS INC COM
+$217.4K
3,132
增持
SNOW
SNOWFLAKE INC CL A
+$217.2K
3,948
+28%
减持
LMT
LOCKHEED MARTIN CORP COM
-$216.2K
701
-39%
清仓
HON
HONEYWELL INTL INC COM
-$216.2K
0
-100%
建仓
TOST
TOAST INC CL A
+$215.9K
9,564
建仓
BBDC
BARINGS BDC INC COM
+$215.0K
27,429
建仓
FJUN
FT CBOE VEST U.S. EQUITY BUFFER ETF - JUNE
+$213.2K
5,145
增持
TSN
TYSON FOODS INC CL A
+$210.1K
22,916
+42%
建仓
EXR
EXTRA SPACE STORAGE INC COM
+$209.6K
1,408
清仓
UJAN
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JANUARY
-$207.3K
0
-100%
建仓
ZION
ZIONS BANCORPORATION N A COM
+$203.8K
7,587
清仓
GILD
GILEAD SCIENCES INC COM
-$203.7K
0
-100%
清仓
RISR
FOLIOBEYOND RISING RATES ETF
-$201.4K
0
-100%
增持
HRB
BLOCK H & R INC COM
+$199.1K
18,391
+67%
增持
BAC
BANK AMERICA CORP COM
+$196.4K
19,180
+55%
增持
COWZ
PACER US CASH COWS 100 ETF
+$194.8K
31,975
+12%
建仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$193.4K
11,609
减持
IWR
ISHARES RUSSELL MIDCAP ETF
-$190.9K
58,675
-8%
增持
C
CITIGROUP INC COM NEW
+$184.6K
13,143
+47%
减持
STNE
STONECO LTD COM CL A
-$183.7K
17,656
-59%
清仓
UPST
UPSTART HLDGS INC COM
-$171.8K
0
-100%
减持
BA
BOEING CO COM
-$171.2K
969
-45%
建仓
KEY
KEYCORP COM
+$161.8K
17,511
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$134.1K
10,703
+12%
减持
MSFT
MICROSOFT CORP COM
+$133.7K
9,840
-12%
清仓
BBD
BANCO BRADESCO S A SP ADR PFD NEW
-$130.1K
0
-100%
建仓
—
BLACKROCK CAP INVT CORP COM
+$126.8K
37,501
减持
OKTA
OKTA INC CL A
-$122.0K
4,256
-12%
减持
MMM
3M CO COM
-$115.3K
10,246
-6%
清仓
HBAN
HUNTINGTON BANCSHARES INC COM
-$113.5K
0
-100%
减持
S
SENTINELONE INC CL A
-$106.5K
16,745
-24%
建仓
—
GLADSTONE CAPITAL CORP COM
+$105.6K
10,816