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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 36
增持 41
减持 34
清仓 39
方向
标的
Δ市值
现股数(环比)
清仓
DAUG
FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - AUGUST
-$4.3M
0
-100%
建仓
UAUG
INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - AUGUST
+$2.5M
88,067
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.2M
0
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。
-100%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$2.2M
28,206
-60%
清仓
SKYY
FIRST TRUST CLOUD COMPUTING ETF
-$2.1M
0
-100%
增持
FIXD
FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF
+$2.0M
139,965
+58%
减持
SPY
SPDR S&P 500 ETF TRUST
-$1.9M
18,653
-17%
减持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.9M
71,239
-22%
建仓
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$1.9M
111,379
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$1.6M
255,895
-11%
清仓
JXN
JACKSON FINANCIAL INC COM CL A
-$1.5M
0
-100%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$1.4M
26,097
+286%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$1.3M
11,441
+453%
建仓
LOUP
INNOVATOR DEEPWATER FRONTIER TECH ETF
+$1.2M
34,215
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$1.1M
6,136
+489%
建仓
FXH
FIRST TRUST HEALTH CARE ALPHADEX FUND
+$1.1M
11,520
建仓
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
+$1.1M
39,341
建仓
ORCL
ORACLE CORP COM
+$1.1M
10,266
建仓
FXN
FIRST TRUST ENERGY ALPHADEX FUND
+$1.1M
61,159
建仓
BTAL
AGF U.S. MARKET NEUTRAL ANTI-BETA FUND
+$1.1M
53,591
建仓
KVUE
KENVUE INC COM
+$1.1M
52,717
减持
FLRN
SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
-$1.1M
19,305
-64%
建仓
MISL
FIRST TRUST INDXX AEROSPACE & DEFENSE ETF
+$972.1K
44,620
清仓
IYE
ISHARES U.S. ENERGY ETF
-$938.0K
0
-100%
减持
PYPL
PAYPAL HLDGS INC COM
-$920.9K
6,298
-67%
建仓
ADBE
ADOBE INC COM
+$903.0K
1,771
增持
T
AT&T INC COM
+$823.5K
90,143
+171%
建仓
GOOGL
ALPHABET INC CAP STK CL A
+$815.8K
6,234
清仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
-$782.0K
0
-100%
增持
FTSM
FIRST TRUST ENHANCED SHORT MATURITY ETF
+$729.1K
292,537
+4%
建仓
INRE
INLAND REAL ESTATE INCOME TR I COM
+$717.3K
36,117
增持
FPE
FIRST TRUST PREFERRED SECURITIES & INCOME ETF
+$700.7K
471,716
+10%
清仓
KKR
KKR & CO INC COM
-$672.8K
0
-100%
建仓
SFLR
INNOVATOR EQUITY MANAGED FLOOR ETF
+$623.1K
24,283
增持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$608.4K
29,710
+137%
清仓
HRB
BLOCK H & R INC COM
-$591.4K
0
-100%
清仓
OWL
BLUE OWL CAPITAL INC COM CL A
-$586.5K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$576.8K
55,533
+69%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$570.0K
14,984
+76%
增持
FEX
FIRST TRUST LARGE CAP CORE ALPHADEX FUND
+$568.0K
68,457
+15%
减持
F
FORD MTR CO DEL COM
-$559.8K
10,027
-78%
清仓
SPG
SIMON PPTY GROUP INC NEW COM
-$547.5K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$542.8K
10,027
增持
AAPL
APPLE INC COM
+$536.4K
11,655
+55%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF
+$522.1K
51,607
+18%
建仓
GJUL
FT CBOE VEST US EQUITY MODERATE BUFFER ETF - JULY
+$510.8K
17,062
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$505.0K
66,292
+17%
增持
JNJ
JOHNSON & JOHNSON COM
+$497.2K
5,701
+141%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
-$493.3K
51,323
-15%
建仓
DG
DOLLAR GEN CORP NEW COM
+$490.0K
4,631
减持
MPT
MEDICAL PPTYS TRUST INC COM
-$473.9K
26,974
-59%
清仓
IOT
SAMSARA INC COM CL A
-$471.1K
0
-100%
建仓
TLTW
ISHARES TR 20 PLUS YEAR TR BD
+$471.0K
16,303
清仓
TROW
PRICE T ROWE GROUP INC COM
-$465.5K
0
-100%
减持
SCHW
SCHWAB CHARLES CORP COM
-$439.6K
5,827
-57%
减持
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
-$434.0K
5,400
-37%
建仓
APO
APOLLO GLOBAL MGMT INC COM
+$433.3K
4,828
增持
USHY
ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
+$425.5K
18,611
+198%
清仓
—
TEI DIVERSIFIED INCOME FUND I NSA
-$413.1K
0
-100%
清仓
HD
HOME DEPOT INC COM
-$392.0K
0
-100%
减持
AMZN
AMAZON COM INC COM
-$381.9K
2,524
-53%
建仓
LQDW
ISHARES INVESTMENT GRADE CORPORATE BOND BUYWRITE STRATEGY ETF
+$369.4K
11,720
减持
CIBR
FIRST TRUST NASDAQ CYBERSECURITY ETF
-$364.2K
58,879
-12%
建仓
TLT
ISHARES 20 PLUS YEAR TREASURY BOND ETF
+$355.3K
4,006
清仓
—
TRANSOCEAN LTD REG SHS
-$350.5K
0
-100%
建仓
PENN
PENN ENTERTAINMENT INC COM
+$344.5K
15,013
清仓
MSTB
LHA MARKET STATE TACTICAL BETA ETF
-$324.7K
0
-100%
建仓
TDOC
TELADOC HEALTH INC COM
+$319.7K
17,198
增持
MDY
SPDR S&P MIDCAP 400 ETF TRUST
+$317.0K
1,552
+90%
清仓
JPIE
JPMORGAN INCOME ETF
-$314.1K
0
-100%
减持
META
META PLATFORMS INC CL A
-$313.4K
3,441
-27%
减持
VOO
VANGUARD S&P 500 ETF
-$309.4K
2,706
-20%
清仓
STWD
STARWOOD PPTY TR INC COM
-$305.6K
0
-100%
增持
DSL
DOUBLELINE INCOME SOLUTIONS FD COM
+$305.1K
65,687
+68%
清仓
PAMC
PACER LUNT MIDCAP MULTI-FACTOR ALTERNATOR ETF
-$298.1K
0
-100%
减持
—
AON PLC SHS CL A
-$297.1K
5,950
-8%
减持
BAC
BANK AMERICA CORP COM
-$287.7K
9,508
-50%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$285.1K
6,684
-48%
清仓
IVE
ISHARES S&P 500 VALUE ETF
-$284.2K
0
-100%
建仓
INTC
INTEL CORP COM
+$282.9K
7,957
清仓
ALB
ALBEMARLE CORP COM
-$279.6K
0
-100%
清仓
ABNB
AIRBNB INC COM CL A
-$274.4K
0
-100%
减持
WFC
WELLS FARGO CO NEW COM
-$271.9K
19,925
-22%
建仓
HSY
HERSHEY CO COM
+$270.2K
1,350
增持
PANW
PALO ALTO NETWORKS INC COM
+$266.8K
4,516
+46%
清仓
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
-$257.6K
0
-100%
建仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$254.6K
10,609
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$253.5K
0
-100%
清仓
MED
MEDIFAST INC COM
-$240.2K
0
-100%
建仓
GTM
ZOOMINFO TECHNOLOGIES INC COMMON STOCK
+$233.8K
14,258
清仓
HIMS
HIMS & HERS HEALTH INC COM CL A
-$231.9K
0
-100%
建仓
MELI
MERCADOLIBRE INC COM
+$231.6K
183
清仓
USB
US BANCORP DEL COM NEW
-$228.0K
0
-100%
清仓
VTIP
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
-$223.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$222.6K
6,085
-17%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$220.3K
0
-100%
清仓
BPOP
POPULAR INC COM NEW
-$220.3K
0
-100%
清仓
CF
CF INDS HLDGS INC COM
-$217.4K
0
-100%
建仓
LMND
LEMONADE INC COM
+$216.2K
18,610
建仓
—
ASTRAZENECA PLC SPONSORED ADR
+$215.6K
3,183
减持
LMBS
FIRST TRUST LOW DURATION OPPORTUNITIES ETF
-$214.5K
76,004
-5%
建仓
RYLD
GLOBAL X RUSSELL 2000 COVERED CALL ETF
+$214.3K
12,562
增持
DIV
GLOBAL X SUPERDIVIDEND US ETF
+$213.7K
92,753
+20%
建仓
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$210.6K
3,211
减持
SHV
ISHARES SHORT TREASURY BOND ETF
-$209.0K
10,464
-15%
清仓
TGT
TARGET CORP COM
-$205.1K
0
-100%
建仓
QRMI
GLOBAL X NASDAQ 100 RISK MANAGED INCOME ETF
+$204.7K
12,012
清仓
ZION
ZIONS BANCORPORATION N A COM
-$203.8K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B
+$202.5K
7,173
+6%
建仓
XLSR
SPDR SSGA U.S. SECTOR ROTATION ETF
+$202.0K
4,894
清仓
CHIQ
GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETF
-$201.3K
0
-100%
增持
EXR
EXTRA SPACE STORAGE INC COM
+$197.5K
3,348
+138%
减持
CRWD
CROWDSTRIKE HLDGS INC CL A
-$197.5K
3,500
-34%
清仓
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$193.4K
0
-100%
增持
DIS
DISNEY WALT CO COM
+$187.4K
7,114
+63%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$187.3K
5,731
-6%
增持
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$187.0K
13,507
+26%
增持
MSFT
MICROSOFT CORP COM
-$183.8K
10,030
+2%
增持
BX
BLACKSTONE INC COM
+$162.7K
6,706
+12%
清仓
KEY
KEYCORP COM
-$161.8K
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC COM
-$159.5K
0
-100%
增持
FXU
FIRST TRUST UTILITIES ALPHADEX FUND
+$153.0K
38,659
+29%
减持
COWZ
PACER US CASH COWS 100 ETF
-$149.9K
27,933
-13%
减持
SSUS
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR ETF
-$143.1K
13,168
-21%
增持
IEP
ICAHN ENTERPRISES LP DEPOSITARY UNIT
-$142.0K
34,446
+21%
增持
SOFI
SOFI TECHNOLOGIES INC COM
+$138.1K
176,290
+16%
建仓
—
OUTFRONT MEDIA INC COM
+$131.7K
12,666
减持
QCOM
QUALCOMM INC COM
-$127.8K
2,304
-29%
减持
KREF
KKR REAL ESTATE FIN TR INC COM
-$126.1K
33,730
-21%
增持
IWR
ISHARES RUSSELL MIDCAP ETF
-$114.3K
59,947
+2%
增持
MMM
3M CO COM
+$114.1K
12,172
+19%
增持
—
CONFLUENT INC CLASS A COM
+$112.7K
20,500
+46%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$111.9K
22,681
+3%
减持
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$111.7K
24,008
-15%
减持
CION
CION INVT CORP COM
-$108.9K
36,638
-24%
减持
JPM
JPMORGAN CHASE & CO COM
-$107.6K
4,008
-15%
清仓
—
GLADSTONE CAPITAL CORP COM
-$105.6K
0
-100%
增持
ARI
APOLLO COML REAL EST FIN INC COM
+$103.9K
52,316
+37%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$103.5K
52,815
-15%
增持
GOVT
ISHARES U.S. TREASURY BOND ETF
+$100.4K
37,998
+18%
建仓
NU
NU HLDGS LTD ORD SHS CL A
+$100.2K
13,822
增持
BA
BOEING CO COM
+$100.1K
1,590
+64%
增持
TSLA
TESLA INC COM
+$97.4K
6,442
+11%
增持
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$92.6K
3,954
+39%
增持
OKTA
OKTA INC CL A
+$87.3K
4,693
+10%
清仓
RWT
REDWOOD TRUST INC COM
-$86.8K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$80.0K
1,804
+34%
增持
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$79.2K
1,495
+43%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$77.3K
2,484
-24%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$72.2K
1,067
-9%