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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 136 项
建仓 31
增持 39
减持 39
清仓 27
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.9M
81,432
+0%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$2.3M
10,766
清仓
PYPL
PAYPAL HLDGS INC
-$2.3M
0
-100%
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。
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
17,502
+216%
增持
CSCO
CISCO SYS INC
+$2.0M
36,858
+550%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$2.0M
22,688
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$2.0M
0
-100%
清仓
VICI
VICI PPTYS INC
-$1.9M
0
-100%
建仓
SHOO
MADDEN STEVEN LTD
+$1.9M
40,639
清仓
FXL
FIRST TR EXCHANGE TRADED FD
-$1.8M
0
-100%
建仓
AA
ALCOA CORP
+$1.7M
29,253
建仓
FTXN
FIRST TR EXCHANGE-TRADED FD
+$1.6M
82,596
清仓
LPX
LOUISIANA PAC CORP
-$1.5M
0
-100%
减持
STZ
CONSTELLATION BRANDS INC
-$1.3M
7,885
-50%
清仓
—
AMDOCS LTD
-$1.3M
0
-100%
建仓
HAL
HALLIBURTON CO
+$1.3M
55,800
建仓
NTR
NUTRIEN LTD
+$1.2M
16,272
清仓
FINX
GLOBAL X FDS
-$1.2M
0
-100%
清仓
ADC
AGREE RLTY CORP
-$764.0K
0
-100%
清仓
—
MEDTRONIC PLC
-$713.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$686.0K
8,635
-4%
增持
MCO
MOODYS CORP
+$615.0K
5,379
+29%
增持
ESGD
ISHARES TR
+$591.0K
39,732
+21%
减持
TSLA
TESLA INC
+$558.0K
2,305
-5%
增持
SCHG
SCHWAB STRATEGIC TR
+$546.0K
31,691
+1%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$544.0K
4,523
建仓
MPT
MEDICAL PPTYS TRUST INC
+$540.0K
22,846
清仓
BSX
BOSTON SCIENTIFIC CORP
-$512.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$512.0K
351
+86%
增持
VO
VANGUARD INDEX FDS
+$491.0K
22,910
+1%
增持
MGC
VANGUARD WORLD FD
+$486.0K
27,679
+1%
建仓
DXCM
DEXCOM INC
+$471.0K
877
增持
ORCL
ORACLE CORP
+$463.0K
8,924
+146%
建仓
—
HOLOGIC INC
+$444.0K
5,796
清仓
NUE
NUCOR CORP
-$438.0K
0
-100%
清仓
MRNA
MODERNA INC
-$422.0K
0
-100%
清仓
EXR
EXTRA SPACE STORAGE INC
-$412.0K
0
-100%
增持
DGRO
ISHARES TR
+$407.0K
72,716
+1%
清仓
PCTY
PAYLOCITY HLDG CORP
-$397.0K
0
-100%
建仓
CIEN
CIENA CORP
+$396.0K
5,150
清仓
WAT
WATERS CORP
-$394.0K
0
-100%
减持
MS
MORGAN STANLEY
-$389.0K
7,093
-36%
清仓
HCA
HCA HEALTHCARE INC
-$386.0K
0
-100%
清仓
ALGN
ALIGN TECHNOLOGY INC
-$383.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$383.0K
0
-100%
清仓
TECH
BIO-TECHNE CORP
-$382.0K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$382.0K
3,578
-64%
清仓
POST
POST HLDGS INC
-$376.0K
0
-100%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$374.0K
4,360
建仓
DVN
DEVON ENERGY CORP NEW
+$366.0K
8,319
清仓
WSM
WILLIAMS SONOMA INC
-$353.0K
0
-100%
清仓
UPST
UPSTART HLDGS INC
-$344.0K
0
-100%
建仓
AVTR
AVANTOR INC
+$334.0K
7,920
清仓
TREX
TREX CO INC
-$313.0K
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$308.0K
2,857
清仓
STLD
STEEL DYNAMICS INC
-$302.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$301.0K
61,765
-5%
建仓
APA
APA CORPORATION
+$293.0K
10,878
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$285.0K
8,923
清仓
DJAN
FIRST TR EXCHNG TRADED FD VI
-$276.0K
0
-100%
建仓
ON
ON SEMICONDUCTOR CORP
+$268.0K
3,946
建仓
CTRA
COTERRA ENERGY INC
+$267.0K
14,053
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$248.0K
3,975
建仓
LOW
LOWES COS INC
+$247.0K
955
减持
IUSG
ISHARES TR
+$237.0K
19,519
-1%
建仓
—
SWITCH INC
+$236.0K
8,246
建仓
—
UNIVAR SOLUTIONS INC
+$234.0K
8,246
建仓
—
BERRY GLOBAL GROUP INC
+$232.0K
3,145
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$231.0K
11,913
+1%
增持
VB
VANGUARD INDEX FDS
+$223.0K
16,197
+3%
建仓
TJX
TJX COS INC NEW
+$222.0K
2,920
建仓
OXY
OCCIDENTAL PETE CORP
+$216.0K
7,458
建仓
PEP
PEPSICO INC
+$216.0K
1,243
清仓
RDN
RADIAN GROUP INC
-$210.0K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$210.0K
1,258
清仓
ALL
ALLSTATE CORP
-$209.0K
0
-100%
增持
FTXR
FIRST TR EXCHANGE-TRADED FD
+$204.0K
50,494
+1%
建仓
WMT
WALMART INC
+$204.0K
1,407
建仓
RCUS
ARCUS BIOSCIENCES INC
+$202.0K
5,000
增持
VTI
VANGUARD INDEX FDS
+$184.0K
9,452
+0%
减持
CL
COLGATE PALMOLIVE CO
+$172.0K
20,392
-2%
增持
ROBO
EXCHANGE TRADED CONCEPTS TR
+$170.0K
25,853
+1%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$168.0K
30,275
+1%
减持
HD
HOME DEPOT INC
+$161.0K
1,910
-1%
减持
CVX
CHEVRON CORP NEW
+$140.0K
12,747
-5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$140.0K
32,969
+0%
增持
DIS
DISNEY WALT CO
-$140.0K
10,023
+0%
增持
PFE
PFIZER INC
+$138.0K
8,523
+0%
减持
BIL
SPDR SER TR
-$138.0K
10,260
-13%
增持
COM
DIREXION SHS ETF TR
-$126.0K
62,649
+2%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$107.0K
27,805
+2%
减持
IUSV
ISHARES TR
+$104.0K
22,349
-1%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$102.0K
18,448
+0%
减持
UNP
UNION PAC CORP
+$93.0K
1,730
-1%
减持
NOC
NORTHROP GRUMMAN CORP
-$89.0K
881
-26%
减持
MINT
PIMCO ETF TR
-$86.0K
7,325
-10%
增持
VGT
VANGUARD WORLD FDS
+$82.0K
894
+9%
减持
CRI
CARTERS INC
-$80.0K
6,756
-14%
增持
AYI
ACUITY BRANDS INC
+$78.0K
1,950
+1%
减持
ESGE
ISHARES INC
-$74.0K
34,554
-1%
减持
CNC
CENTENE CORP DEL
+$72.0K
3,797
-2%
减持
VNLA
JANUS DETROIT STR TR
-$71.0K
17,874
-6%
增持
F
FORD MTR CO DEL
+$68.0K
10,316
+0%
减持
ABBV
ABBVIE INC
-$66.0K
6,157
-26%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$62.0K
27,747
-4%
减持
SUSA
ISHARES TR
+$58.0K
5,766
-0%
减持
VUSB
VANGUARD BD INDEX FDS
-$57.0K
10,445
-10%
增持
XT
ISHARES TR
+$54.0K
15,225
+0%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
+$53.0K
89,741
+0%
增持
KO
COCA COLA CO
+$40.0K
5,837
+0%
减持
JNJ
JOHNSON & JOHNSON
+$39.0K
4,494
-1%
减持
—
ATLASSIAN CORP PLC
-$38.0K
605
-12%
增持
DJUN
FIRST TR EXCHNG TRADED FD VI
+$34.0K
15,386
+4%
减持
CVS
CVS HEALTH CORP
-$32.0K
2,750
-26%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$27.0K
40,275
-0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$25.0K
12,700
-4%
增持
ESPO
VANECK ETF TRUST
+$25.0K
18,258
+0%
增持
—
EXXON MOBIL CORP
+$23.0K
9,365
+0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$21.0K
7,389
-3%
减持
INTC
INTEL CORP
-$21.0K
9,191
-1%
减持
—
CONTINENTAL RES INC
-$19.0K
11,137
-1%
减持
—
COHERENT INC
+$19.0K
1,206
-0%
减持
—
SIRIUS XM HOLDINGS INC
-$17.0K
59,243
-8%
增持
NUSC
NUSHARES ETF TR
-$17.0K
12,836
+0%
增持
BIV
VANGUARD BD INDEX FDS
-$14.0K
9,093
+0%
减持
VBR
VANGUARD INDEX FDS
+$14.0K
2,140
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$13.0K
7,436
-0%
减持
MCD
MCDONALDS CORP
-$13.0K
2,200
-12%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.0K
5,942
-1%
减持
AMZN
AMAZON COM INC
+$10.0K
336
-1%
减持
AVGO
BROADCOM INC
+$7.0K
2,057
-24%
增持
AGZ
ISHARES TR
-$6.0K
7,807
+0%
增持
TLH
ISHARES TR
+$5.0K
2,815
+0%
增持
TGT
TARGET CORP
+$4.0K
1,259
+0%
增持
SHY
ISHARES TR
-$1.0K
2,654
+0%
增持
BAB
INVESCO EXCH TRADED FD TR II
+$1.0K
13,196
+0%
