Tripletail Wealth Management, LLC

CIK 2079812 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$86.9M
#8.447 dari 9.443 berdasarkan nilai 13F · top 89.5%
Posisi
278
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +18.5% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
43,27%
Bobot 25 kepemilikan teratas
63,36%
Posisi di atas 1%
23
Jumlah posisi efektif
20,6

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 4,08% Perkiraan pembelian $5.579.547 · penjualan $3.270.119

Kepemilikan median: 4,0 kuartal Dilacak Q2 2025–Q2 2026 · 73,2% masih dipegang

Posisi baru
31
Meningkat
47
Menurun
81
Tertutup
7
Di halaman ini

Rincian sektor

Industrials
25,4%
Technology
21,4%
Healthcare
5,3%
Retail
3,7%
Financials
3,7%
Communication Services
3,6%
Energy
3,6%
Financial Services
2,7%
Communications
2,1%
Consumer Discretionary
1,8%
Materials
1,3%
Utilities
0,7%
Consumer Staples
0,4%
Consumer products
0,2%
Telecommunication
0,2%
Diversified Consumer Services
0,1%
Real Estate
0,0%
Logistics & Transportation
0,0%
Lainnya/Tidak terpetakan
23,8%

Portofolio lengkap 278 posisi

Tipe Rentetan Tren 8 kuartal
JBTM JBT Marel Corporation Common Stock $16.714.305 19,23% 114.615 $2.370.238
NVDA NVIDIA Corporation - Common Stock $4.396.339 5,06% 22.565 $249.316 Turun ×4
RSP $3.302.522 3,80% 15.367 $1.019.812 Naik ×3
AAPL Apple Inc. - Common Stock $2.587.245 2,98% 8.383 $417.555 Turun ×4
PULS $2.082.882 2,40% 42.019 $545.755 Naik ×2
AMZN Amazon.com, Inc. - Common Stock $1.841.623 2,12% 7.589 $172.273 Turun ×1
MU Micron Technology, Inc. - Common Stock $1.787.226 2,06% 1.832 $806.802 Turun ×2
MSFT Microsoft Corporation - Common Stock $1.712.299 1,97% 4.385 $73.557 Turun ×3
IVW $1.634.534 1,88% 12.071 $261.939 Naik ×1
QDPL $1.540.516 1,77% 33.962 $155.888 Turun ×4
ANET Arista Networks, Inc. Common Stock $1.476.868 1,70% 9.231 $292.537 Turun ×4
GOOGL Alphabet Inc. - Class A Common Stock $1.425.244 1,64% 3.960 $242.756 Turun ×1
JPM JP Morgan Chase & Co. Common Stock $1.424.842 1,64% 4.260 $168.373 Turun ×2
AVGO Broadcom Inc. - Common Stock $1.321.049 1,52% 3.665 $168.223
PANW Palo Alto Networks, Inc. - Common Stock $1.256.497 1,45% 3.610 $659.801 Turun ×3
CAT Caterpillar, Inc. Common Stock $1.183.215 1,36% 1.228 $275.214 Turun ×3
COWZ $1.149.942 1,32% 18.027 $-21.057 Turun ×4
VRT Vertiv Holdings, LLC Class A Common Stock $1.134.801 1,31% 3.776 $27.977 Turun ×4
IVES $1.125.110 1,29% 30.180 $762.806 Naik ×2
KMI Kinder Morgan, Inc. Common Stock $1.119.215 1,29% 34.910 $90.221 Naik ×2
BBUS $1.112.035 1,28% 8.279 $87.477 Turun ×1
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF $1.089.737 1,25% 28.021 $88.225 Turun ×4
IBM International Business Machines Corporation Common Stock $930.228 1,07% 3.213 $114.278 Turun ×2
LLY Eli Lilly and Company Common Stock $857.020 0,99% 706 $192.758 Turun ×4
ICOW $856.871 0,99% 20.305 $86.942 Naik ×1
BRKB $794.676 0,91% 1.565 $39.986 Turun ×4
MP MP Materials Corp. Common Stock $718.459 0,83% 13.477 $95.491 Naik ×2
AXP American Express Company Common Stock $685.970 0,79% 1.949 $100.919
TSLA Tesla, Inc. - Common Stock $684.996 0,79% 1.741 $180.891 Naik ×2
ABBV AbbVie Inc. Common Stock $673.300 0,77% 2.579 $134.702
META Meta Platforms, Inc. - Class A Common Stock $663.923 0,76% 1.139 $2.145 Turun ×3
QCOM QUALCOMM Incorporated - Common Stock $619.343 0,71% 3.514 $169.330 Turun ×3
PSX Phillips 66 Common Stock $602.651 0,69% 3.416 $-33.115 Turun ×3
ECOW Pacer Emerging Markets Cash Cows 100 ETF $573.478 0,66% 21.531 $18.753 Naik ×1
GS Goldman Sachs Group, Inc. (The) Common Stock $566.655 0,65% 555 $87.668
GSK GSK plc American Depositary Shares (Each representing two Ordinary Shares) $563.269 0,65% 10.497 $-68.371 Turun ×2
NFLX Netflix, Inc. - Common Stock $538.891 0,62% 6.940 $-127.064 Naik ×1
GEV GE Vernova Inc. Common Stock $515.370 0,59% 463 $81.361 Turun ×1
MS Morgan Stanley Common Stock $504.233 0,58% 2.357 $113.419
VIS $489.369 0,56% 1.378 $64.498 Naik ×1
XOM Exxon Mobil Corporation Common Stock $468.711 0,54% 3.419 $-48.550 Naik ×1
CALF $458.232 0,53% 8.865 $31.790 Turun ×2
AMAT Applied Materials, Inc. - Common Stock $445.647 0,51% 739 $182.204 Turun ×3
HD Home Depot, Inc. (The) Common Stock $431.270 0,50% 1.205 $70.723 Naik ×2
NBIS Nebius Group N.V. - Class A Ordinary Shares $425.850 0,49% 1.975 $155.432 Turun ×1
COST Costco Wholesale Corporation - Common Stock $411.121 0,47% 432 $-27.342
UNM Unum Group Common Stock $406.665 0,47% 4.404 $80.020
MRVL Marvell Technology, Inc. - Common Stock $398.106 0,46% 1.623 $213.555 Turun ×1
TEL TE Connectivity plc Ordinary Shares $372.372 0,43% 1.886 $-27.161 Turun ×3
CSCO Cisco Systems, Inc. - Common Stock $369.736 0,43% 3.281 $105.809 Turun ×2
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $363.131 0,42% 1.872 $157.584 Naik ×1
VST Vistra Corp. Common Stock $353.306 0,41% 2.339 $1.208 Naik ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd. $334.737 0,39% 771 $73.337
BKR Baker Hughes Company - Common Stock $332.514 0,38% 6.300 $39.671 Naik ×1
XLF XLF $322.596 0,37% 5.800 $87.081 Naik ×1
C Citigroup, Inc. Common Stock $321.931 0,37% 2.300 $56.856
KO Coca-Cola Company (The) Common Stock $319.816 0,37% 3.801 $28.203
VYM $315.770 0,36% 1.980 $22.512
TXN Texas Instruments Incorporated - Common Stock $313.889 0,36% 1.071 $105.183
VAW $306.613 0,35% 1.318 $217.013 Naik ×1
RIO Rio Tinto Plc Common Stock $304.788 0,35% 3.228 $-37.877 Turun ×4
AMGN Amgen Inc. - Common Stock $299.320 0,34% 800 $16.793 Turun ×3
AMD Advanced Micro Devices, Inc. - Common Stock $292.568 0,34% 565 $277.343 Naik ×2
JIRE $273.041 0,31% 3.298 $10.593 Turun ×1
WMT Walmart Inc. - Common Stock $265.956 0,31% 2.378 $-33.173
MRK Merck & Company, Inc. Common Stock (new) $262.489 0,30% 2.026 $14.343 Turun ×4
XLE XLE $255.456 0,29% 4.800 $54.006 Naik ×1
BAC Bank of America Corporation Common Stock $235.683 0,27% 4.013 $37.521
QQQ Invesco QQQ Trust, Series 1 $231.595 0,27% 325 $47.326 Naik ×2
COP ConocoPhillips Common Stock $228.730 0,26% 2.184 $-43.274 Naik ×1
INOD Innodata Inc. - Common Stock $222.138 0,26% 3.225 $11.515 Turun ×1
QNST QuinStreet, Inc. - Common Stock $220.056 0,25% 13.910 $51.745
MCD McDonald's Corporation Common Stock $218.330 0,25% 778 $-20.625
NET Cloudflare, Inc. Class A Common Stock $218.169 0,25% 900 $27.648
TFC Truist Financial Corporation Common Stock $217.430 0,25% 4.265 $115.329 Naik ×2
CRWV CoreWeave, Inc. - Class A Common Stock $206.406 0,24% 2.525 $-9.474 Turun ×2
V Visa Inc. $204.966 0,24% 566 $34.713
IVV $204.321 0,24% 273 $24.425
BBAG $197.698 0,23% 2.083 Naik ×1
LUCD Lucid Diagnostics Inc. - Common Stock $196.256 0,23% 183.417 Naik ×1
SO Southern Company (The) Common Stock $194.000 0,22% 1.980 $15.666 Naik ×2
SYK Stryker Corporation Common Stock $189.393 0,22% 580 $-2.900
VOYG Voyager Technologies, Inc. Class A Common Stock $188.210 0,22% 5.500 $-109.090 Turun ×2
ISRG Intuitive Surgical, Inc. - Common Stock $187.870 0,22% 441 $-30.480 Turun ×3
HCA HCA Healthcare, Inc. Common Stock $186.778 0,21% 455 $-27.909
HROW Harrow, Inc. - Common Stock $185.064 0,21% 4.330 $32.172
CVX Chevron Corporation Common Stock $181.890 0,21% 1.075 $-32.003
VOOG $180.752 0,21% 2.220 $27.761 Naik ×2
TH Target Hospitality Corp. - Common Stock $169.278 0,19% 9.165 $-13.244 Turun ×1
NOC Northrop Grumman Corporation Common Stock $167.448 0,19% 305 $51.535 Naik ×3
ADI Analog Devices, Inc. - Common Stock $165.573 0,19% 439 $20.092 Turun ×3
JAVA $164.449 0,19% 2.051 $15.882 Turun ×1
PG Procter & Gamble Company (The) Common Stock $156.104 0,18% 1.031 $8.547
PERI Perion Network Ltd - Ordinary Shares $156.040 0,18% 16.600 $-2.867 Naik ×1
AFL AFLAC Incorporated Common Stock $155.693 0,18% 1.288 $4.004 Turun ×3
VRTX Vertex Pharmaceuticals Incorporated - Common Stock $153.132 0,18% 290 $25.906
PH Parker-Hannifin Corporation Common Stock $153.100 0,18% 159 $8.718
HMC Honda Motor Company, Ltd. Common Stock $152.261 0,18% 5.434 $21.030
LOW Lowe's Companies, Inc. Common Stock $147.193 0,17% 647 $-2.283
SPY SPY $142.998 0,16% 192 $17.079

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
RSP $3.302.522 3,80% naik ×3
VST $353.306 0,41% naik ×3
NOC $167.448 0,19% naik ×3
BBSI $109.370 0,13% naik ×3
MATW $92.481 0,11% naik ×3

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
BBAG $197.698 2.083 0,23%
LUCD $196.256 183.417 0,23%
Penerbit tidak dikenal (CUSIP: 15675D103) $136.232 665 0,16%
LGND $113.440 355 0,13%
AIOT $92.076 21.070 0,11%
Penerbit tidak dikenal (CUSIP: 84615Q103) $85.050 525 0,10%
IONS $69.530 850 0,08%
ALAB $60.963 150 0,07%
RSHO $59.530 1.000 0,07%
PNFP $52.636 529 0,06%
III $51.334 12.490 0,06%
Penerbit tidak dikenal (CUSIP: Q4982l109) $50.466 1.300 0,06%
LAKE $45.979 3.720 0,05%
ORCL $42.081 300 0,05%
TROX $34.466 5.550 0,04%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
JBTM Hanya pergerakan harga +0 +$2.4M
RSP Beli lebih banyak +4K +$1.0M
MU Dipangkas -845 +$807K
IVES Beli lebih banyak +18K +$763K
PANW Dipangkas -46 +$660K
PULS Beli lebih banyak +11K +$546K
AAPL Dipangkas -95 +$418K
ANET Dipangkas -118 +$293K
CAT Dipangkas -38 +$275K
IVW Beli lebih banyak +100 +$262K

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
SECT 31 Des. 2025 18.510 $1.182.171 Tidak lagi dilacak
FLRT 30 Sep. 2025 11.039 $524.412 Tidak lagi dilacak
SPMO 31 Des. 2025 2.155 $260.432 Tidak lagi dilacak
HERD 31 Maret 2026 5.175 $243.924
DFUS 31 Des. 2025 3.330 $243.723 Tidak lagi dilacak
HROW 31 Des. 2025 4.580 $193.139 -14,0%
BBUS 31 Des. 2025 1.106 $134.772 Tidak lagi dilacak
LGND 31 Maret 2026 710 $129.745 44,8%
RECS 31 Des. 2025 3.116 $126.385 Tidak lagi dilacak
IWX 31 Des. 2025 1.000 $88.737 Tidak lagi dilacak
DFAI 31 Des. 2025 2.206 $81.255 Tidak lagi dilacak
AIOT 31 Maret 2026 21.070 $77.643 -2,4%
AVUV 31 Des. 2025 663 $66.777 Tidak lagi dilacak
JEF 30 Juni 2026 1.520 $63.338 5,5%
TMAT 31 Des. 2025 2.222 $62.916 Tidak lagi dilacak
JMEE 31 Des. 2025 926 $59.221 Tidak lagi dilacak
QUAL 31 Des. 2025 283 $55.757 Tidak lagi dilacak
MSTR 31 Des. 2025 150 $52.956 -26,2%
III 31 Maret 2026 11.600 $52.386 27,9%
JGLO 31 Des. 2025 742 $50.794
TLH 31 Des. 2025 492 $50.452 Tidak lagi dilacak
PYPL 30 Juni 2026 1.100 $49.874 42,9%
AVEM 31 Des. 2025 637 $48.783 Tidak lagi dilacak
DYNF 31 Des. 2025 795 $47.310 Tidak lagi dilacak
SNV 31 Des. 2025 950 $46.232 Tidak lagi dilacak
BUYW 31 Des. 2025 3.253 $46.224 Tidak lagi dilacak
PNFP 31 Maret 2026 454 $43.203 17,9%
LAKE 31 Maret 2026 3.830 $38.108 45,7%
JIRE 31 Des. 2025 490 $36.674 Tidak lagi dilacak
IVE 31 Des. 2025 175 $36.501 Tidak lagi dilacak
BBHY 31 Des. 2025 775 $36.231 Tidak lagi dilacak
EFV 31 Des. 2025 508 $34.737 Tidak lagi dilacak
XYZ 31 Maret 2026 500 $32.545 34,4%
AVUQ 31 Des. 2025 415 $24.832
SPTS 31 Des. 2025 848 $24.808 Tidak lagi dilacak
SPTI 31 Des. 2025 857 $24.707 Tidak lagi dilacak
IEMG 31 Des. 2025 353 $23.778 Tidak lagi dilacak
QQQM 31 Des. 2025 94 $23.572
CGDV 31 Des. 2025 546 $23.194 Tidak lagi dilacak
SPTL 31 Des. 2025 852 $22.840 Tidak lagi dilacak
EFG 31 Des. 2025 188 $21.955 Tidak lagi dilacak
IYW 31 Des. 2025 106 $21.228 Tidak lagi dilacak
GSIE 31 Des. 2025 510 $21.180 Tidak lagi dilacak
XME 31 Maret 2026 200 $20.722 Tidak lagi dilacak
GE 31 Maret 2026 66 $20.330 24,4%
MO 31 Des. 2025 291 $19.142 15,0%
ORCL 31 Des. 2025 65 $18.926 -26,9%
GILD 31 Des. 2025 165 $18.738 18,5%
MTUM 31 Des. 2025 72 $18.370 Tidak lagi dilacak
EMXC 31 Des. 2025 259 $17.969
JEPQ 31 Des. 2025 307 $17.654
JBND 31 Des. 2025 300 $16.209 -2,5%
TROX 31 Des. 2025 3.995 $15.521 35,3%
PVAL 31 Des. 2025 360 $15.451 Tidak lagi dilacak
BEN 31 Des. 2025 625 $14.641 42,8%
DXCM 30 Juni 2026 228 $14.186 35,2%
IAU 31 Des. 2025 178 $13.322 Tidak lagi dilacak
PATH 31 Maret 2026 803 $13.161 40,9%
MA 31 Des. 2025 21 $12.268 1,1%
BBIN 31 Des. 2025 170 $12.124 Tidak lagi dilacak
SEATXXXX 31 Des. 2025 758 $11.370 Tidak lagi dilacak
SNPS 31 Maret 2026 23 $10.804 0,2%
PM 31 Des. 2025 70 $10.689 19,1%
AVDE 31 Des. 2025 125 $9.978 Tidak lagi dilacak
EQIN 31 Des. 2025 200 $9.344 Tidak lagi dilacak
T 31 Des. 2025 323 $8.363 1,6%
HEFA 31 Des. 2025 198 $8.029 Tidak lagi dilacak
IP 31 Des. 2025 169 $7.844 4,4%
PFE 31 Des. 2025 292 $7.677 11,7%
ULXXXX 31 Maret 2026 117 $7.652 Tidak lagi dilacak
AVMC 31 Des. 2025 100 $7.005 Tidak lagi dilacak
IVLU 31 Des. 2025 175 $6.267 Tidak lagi dilacak
ARTY 31 Des. 2025 115 $5.625 Tidak lagi dilacak
IEI 31 Des. 2025 47 $5.605
HII 31 Des. 2025 19 $5.515 -9,5%
FBIN 31 Des. 2025 105 $5.398 -9,2%
MCHP 31 Des. 2025 79 $5.304 19,6%
FUBO 31 Maret 2026 2.000 $5.040 8,8%
CGIE 31 Des. 2025 138 $4.752 Tidak lagi dilacak
GHYB 31 Des. 2025 102 $4.651 Tidak lagi dilacak
DD 31 Des. 2025 57 $4.599 247,6%
FELV 31 Des. 2025 136 $4.595 Tidak lagi dilacak
LULU 30 Juni 2026 29 $4.516 3,0%
NB 31 Maret 2026 800 $4.240 -3,1%
IPG 31 Des. 2025 155 $4.221 Tidak lagi dilacak
INTC 31 Maret 2026 100 $3.690 106,0%
CTVA 31 Des. 2025 56 $3.612 21,6%
BMRN 31 Maret 2026 60 $3.566 20,7%
EFA 31 Des. 2025 32 $3.038 Tidak lagi dilacak
FIG 31 Maret 2026 80 $2.990 30,8%
FENI 31 Des. 2025 83 $2.970 Tidak lagi dilacak
IUSV 31 Des. 2025 28 $2.827
EXC 31 Des. 2025 57 $2.637 4,7%
SMCI 31 Maret 2026 90 $2.634 63,8%
CRCL 31 Maret 2026 30 $2.379 -14,6%
RCT 31 Maret 2026 1.500 $2.235 -71,6%
USMV 31 Des. 2025 21 $1.999 Tidak lagi dilacak
IYR 31 Des. 2025 16 $1.534 Tidak lagi dilacak
IWM 31 Des. 2025 6 $1.484 Tidak lagi dilacak
KSS 31 Maret 2026 71 $1.447 37,9%
MBC 31 Des. 2025 105 $1.377 -17,3%
BABA 31 Des. 2025 7 $1.319 -14,5%
IJJ 31 Des. 2025 10 $1.313 Tidak lagi dilacak
IJK 31 Des. 2025 13 $1.257 Tidak lagi dilacak
IEFA 31 Des. 2025 14 $1.241 Tidak lagi dilacak
CL 31 Des. 2025 16 $1.235 15,2%
SPRY 31 Maret 2026 100 $1.165 -23,7%
SPYG 31 Des. 2025 11 $1.160 Tidak lagi dilacak
TEAM 30 Juni 2026 15 $1.024 125,9%
IUSG 31 Des. 2025 5 $831
IGF 31 Des. 2025 12 $740
CMCSA 31 Des. 2025 14 $434 -4,9%
MICC 30 Juni 2026 25 $358 13,5%
TTD 30 Juni 2026 9 $198 -25,5%
RYAN 31 Des. 2025 1 $59 -16,9%