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TriaGen Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TriaGen Wealth Management LLC
报告期 2026-03-31 · CIK 0001843848
持仓数
171
前50大市值合计
$282.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 130 项
建仓 18
增持 43
减持 41
清仓 28
方向
标的
Δ市值
现股数(环比)
清仓
BAX
BAXTER INTL INC
-$2.5M
0
-100%
清仓
—
L BRANDS INC
-$2.1M
0
-100%
减持
SHW
SHERWIN WILLIAMS CO
-$1.5M
7,812
-39%
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。
建仓
WFC
WELLS FARGO CO NEW
+$1.5M
32,263
清仓
PWR
QUANTA SVCS INC
-$1.4M
0
-100%
建仓
HZO
MARINEMAX INC
+$1.3M
27,470
减持
TREX
TREX CO INC
-$1.3M
3,072
-82%
建仓
FTV
FORTIVE CORP
+$1.1M
14,939
清仓
ARKG
ARK ETF TR
-$1.0M
0
-100%
清仓
—
HORIZON THERAPEUTICS PUB L
-$1.0M
0
-100%
清仓
OHI
OMEGA HEALTHCARE INVS INC
-$689.0K
0
-100%
建仓
VUSB
VANGUARD BD INDEX FDS
+$579.0K
11,544
建仓
BSX
BOSTON SCIENTIFIC CORP
+$512.0K
11,796
减持
CNC
CENTENE CORP DEL
-$474.0K
3,868
-63%
清仓
EQT
EQT CORP
-$445.0K
0
-100%
增持
ABBV
ABBVIE INC
+$439.0K
8,348
+110%
清仓
GNRC
GENERAC HLDGS INC
-$418.0K
0
-100%
建仓
EXR
EXTRA SPACE STORAGE INC
+$412.0K
2,453
建仓
DDOG
DATADOG INC
+$411.0K
2,908
清仓
FDX
FEDEX CORP
-$410.0K
0
-100%
清仓
PTC
PTC INC
-$401.0K
0
-100%
建仓
PCTY
PAYLOCITY HLDG CORP
+$397.0K
1,416
清仓
CZR
CAESARS ENTERTAINMENT INC NE
-$397.0K
0
-100%
增持
MS
MORGAN STANLEY
+$395.0K
11,150
+55%
建仓
WAT
WATERS CORP
+$394.0K
1,103
建仓
HCA
HCA HEALTHCARE INC
+$386.0K
1,589
建仓
TECH
BIO-TECHNE CORP
+$382.0K
789
清仓
GEN
NORTONLIFELOCK INC
-$381.0K
0
-100%
建仓
BBWI
BATH & BODY WORKS INC
+$360.0K
5,705
清仓
—
GENERAL ELECTRIC CO
-$344.0K
0
-100%
建仓
UPST
UPSTART HLDGS INC
+$344.0K
1,087
建仓
GE
GENERAL ELECTRIC CO
+$343.0K
3,325
清仓
VALE
VALE S A
-$323.0K
0
-100%
增持
VNLA
JANUS DETROIT STR TR
+$323.0K
19,072
+51%
建仓
CVS
CVS HEALTH CORP
+$316.0K
3,720
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$315.0K
0
-100%
增持
AAPL
APPLE INC
-$303.0K
81,420
+0%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$276.0K
8,722
清仓
ULTA
ULTA BEAUTY INC
-$273.0K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$271.0K
0
-100%
建仓
—
ATLASSIAN CORP PLC
+$269.0K
686
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$265.0K
0
-100%
减持
DGRO
ISHARES TR
-$265.0K
72,354
-4%
减持
SCHG
SCHWAB STRATEGIC TR
-$243.0K
31,350
-3%
减持
STZ
CONSTELLATION BRANDS INC
-$241.0K
15,779
-1%
增持
TSLA
TESLA INC
+$236.0K
2,422
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$223.0K
1,193
+110%
清仓
TJX
TJX COS INC NEW
-$216.0K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$215.0K
0
-100%
清仓
PEP
PEPSICO INC
-$214.0K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$214.0K
0
-100%
建仓
RDN
RADIAN GROUP INC
+$210.0K
9,230
清仓
EMR
EMERSON ELEC CO
-$209.0K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$207.0K
0
-100%
减持
CSX
CSX CORP
-$203.0K
73,354
-1%
清仓
—
BERRY GLOBAL GROUP INC
-$202.0K
0
-100%
清仓
—
UNIVAR SOLUTIONS USA INC
-$202.0K
0
-100%
清仓
WMT
WALMART INC
-$201.0K
0
-100%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$191.0K
28,836
+15%
减持
CME
CME GROUP INC
-$169.0K
8,720
-0%
增持
NVDA
NVIDIA CORPORATION
+$139.0K
8,951
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$117.0K
64,989
-0%
减持
LPX
LOUISIANA PAC CORP
+$117.0K
24,379
-2%
增持
VO
VANGUARD INDEX FDS
+$108.0K
22,578
+4%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$94.0K
13,200
-1%
增持
VB
VANGUARD INDEX FDS
+$91.0K
15,722
+4%
增持
FINX
GLOBAL X FDS
+$89.0K
25,046
+6%
增持
COM
DIREXION SHS ETF TR
+$83.0K
61,690
+1%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
-$74.0K
89,345
+1%
减持
COR
AMERISOURCEBERGEN CORP
-$73.0K
16,922
-1%
减持
BIL
SPDR SER TR
-$71.0K
11,764
-6%
减持
VTI
VANGUARD INDEX FDS
-$57.0K
9,450
-1%
增持
FTXR
FIRST TR EXCHANGE-TRADED FD
-$54.0K
50,016
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$52.0K
32,849
+4%
减持
JNJ
JOHNSON & JOHNSON
-$52.0K
4,519
-0%
增持
FXD
FIRST TR EXCHANGE TRADED FD
-$48.0K
27,379
+1%
增持
FXR
FIRST TR EXCHANGE TRADED FD
-$47.0K
30,015
+1%
增持
COST
COSTCO WHSL CORP NEW
+$47.0K
2,416
+0%
减持
UNP
UNION PAC CORP
-$47.0K
1,748
-2%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$46.0K
11,762
+1%
减持
HON
HONEYWELL INTL INC
-$45.0K
1,315
-5%
增持
AGZ
ISHARES TR
+$44.0K
7,774
+6%
增持
ESPO
VANECK ETF TRUST
-$44.0K
18,219
+0%
清仓
—
ORGANIGRAM HLDGS INC
-$42.0K
0
-100%
减持
BA
BOEING CO
-$42.0K
2,392
-5%
减持
MINT
PIMCO ETF TR
-$42.0K
8,143
-5%
减持
IUSV
ISHARES TR
-$41.0K
22,602
-0%
增持
RVTY
PERKINELMER INC
-$41.0K
4,664
+0%
减持
ESGD
ISHARES TR
-$39.0K
32,743
-0%
减持
KO
COCA COLA CO
-$37.0K
5,836
-3%
减持
JPM
JPMORGAN CHASE & CO
+$37.0K
4,800
-3%
减持
CVX
CHEVRON CORP NEW
-$36.0K
13,369
-2%
增持
MRNA
MODERNA INC
+$35.0K
1,097
+0%
减持
STLD
STEEL DYNAMICS INC
-$34.0K
5,171
-1%
增持
FXL
FIRST TR EXCHANGE TRADED FD
-$31.0K
14,964
+0%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$30.0K
18,397
+4%
减持
—
DISCOVER FINL SVCS
-$29.0K
2,722
-7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$28.0K
7,639
-3%
减持
—
SIRIUS XM HOLDINGS INC
-$28.0K
64,498
-1%
增持
ESGE
ISHARES INC
-$24.0K
34,944
+0%
增持
XT
ISHARES TR
+$21.0K
15,180
+4%
减持
PG
PROCTER AND GAMBLE CO
-$20.0K
5,543
-1%
减持
MSFT
MICROSOFT CORP
-$18.0K
4,930
-0%
增持
BIV
VANGUARD BD INDEX FDS
+$18.0K
9,067
+4%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$18.0K
25,515
+3%
增持
TLH
ISHARES TR
+$16.0K
2,806
+7%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$15.0K
14,803
+3%
增持
SUSA
ISHARES TR
-$13.0K
5,780
+0%
减持
F
FORD MTR CO DEL
-$13.0K
10,292
-10%
减持
XLV
SELECT SECTOR SPDR TR
-$11.0K
1,905
-1%
减持
—
VISTA OUTDOOR INC
-$11.0K
35,900
-1%
减持
VGT
VANGUARD WORLD FDS
-$10.0K
817
-0%
减持
HD
HOME DEPOT INC
-$9.0K
1,925
-1%
增持
AMZN
AMAZON COM INC
+$9.0K
338
+2%
减持
ORCL
ORACLE CORP
-$9.0K
3,621
-3%
减持
CSCO
CISCO SYS INC
-$9.0K
5,671
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$8.0K
40,331
+0%
减持
NUSC
NUSHARES ETF TR
-$8.0K
12,788
-0%
增持
MGC
VANGUARD WORLD FD
-$7.0K
27,341
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$7.0K
7,450
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.0K
6,011
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.0K
3,228
+0%
增持
MU
MICRON TECHNOLOGY INC
-$6.0K
10,078
+8%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$5.0K
13,183
+3%
增持
INTC
INTEL CORP
+$5.0K
9,281
+2%
增持
LULU
LULULEMON ATHLETICA INC
+$3.0K
542
+0%
增持
VBR
VANGUARD INDEX FDS
-$3.0K
2,179
+0%
减持
—
COHERENT INC
+$3.0K
1,209
-1%
增持
SHY
ISHARES TR
+$2.0K
2,650
+1%
减持
NEE
NEXTERA ENERGY INC
+$0
4,396
-1%
