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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 38
增持 32
减持 28
清仓 52
方向
标的
Δ市值
现股数(环比)
建仓
WPC
WP CAREY INC
+$3.6M
43,974
清仓
CME
CME GROUP INC
-$3.6M
0
-100%
清仓
AVGO
BROADCOM INC
-$3.4M
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。
清仓
NSIT
INSIGHT ENTERPRISES INC
-$3.4M
0
-100%
建仓
HUM
HUMANA INC
+$3.3M
7,086
建仓
DGX
QUEST DIAGNOSTICS INC
+$3.2M
24,259
清仓
PKG
PACKAGING CORP AMER
-$3.2M
0
-100%
减持
AAPL
APPLE INC
-$2.6M
69,354
-0%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.5M
57,460
+820%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
69,974
+248%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
10,723
-81%
减持
CSX
CSX CORP
-$2.2M
11,224
-84%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.1M
524
-89%
清仓
NTR
NUTRIEN LTD
-$2.1M
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$2.0M
0
-100%
清仓
OGE
OGE ENERGY CORP
-$2.0M
0
-100%
减持
ALL
ALLSTATE CORP
-$2.0M
1,645
-89%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$2.0M
0
-100%
清仓
ACM
AECOM
-$1.9M
0
-100%
建仓
HALO
HALOZYME THERAPEUTICS INC
+$1.9M
43,743
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$1.9M
0
-100%
清仓
—
ARCH CAP GROUP LTD
-$1.9M
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$1.8M
0
-100%
清仓
FOXA
FOX CORP
-$1.7M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
5,619
-66%
减持
CSCO
CISCO SYS INC
-$1.6M
5,853
-82%
清仓
CVE
CENOVUS ENERGY INC
-$1.6M
0
-100%
建仓
HPQ
HP INC
+$1.3M
40,838
减持
TSLA
TESLA INC
-$1.3M
2,520
-9%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
35,191
-54%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.2M
800
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$1.2M
57,465
-55%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
5,508
-24%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.1M
15,867
-44%
清仓
THC
TENET HEALTHCARE CORP
-$1.1M
0
-100%
建仓
EQT
EQT CORP
+$1.1M
31,100
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.0M
20,163
-43%
减持
GOOGL
ALPHABET INC
-$1.0M
231
-58%
建仓
FTXG
FIRST TR EXCHANGE-TRADED FD
+$983.0K
38,332
增持
SCHG
SCHWAB STRATEGIC TR
-$931.0K
67,045
+4%
清仓
CVS
CVS HEALTH CORP
-$835.0K
0
-100%
增持
VO
VANGUARD INDEX FDS
-$821.0K
26,132
+4%
清仓
TRGP
TARGA RES CORP
-$795.0K
0
-100%
建仓
PPC
PILGRIMS PRIDE CORP
+$785.0K
25,147
清仓
STLD
STEEL DYNAMICS INC
-$779.0K
0
-100%
清仓
EXC
EXELON CORP
-$711.0K
0
-100%
增持
MGC
VANGUARD WORLD FD
-$692.0K
27,398
+1%
清仓
WFC
WELLS FARGO CO NEW
-$674.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
-$601.0K
18,527
+2%
清仓
CMA
COMERICA INC
-$598.0K
0
-100%
增持
OXY
OCCIDENTAL PETE CORP
+$592.0K
41,829
+27%
清仓
NUE
NUCOR CORP
-$507.0K
0
-100%
清仓
AA
ALCOA CORP
-$506.0K
0
-100%
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$505.0K
0
-100%
清仓
APA
APA CORPORATION
-$501.0K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$501.0K
0
-100%
建仓
NAC
NUVEEN CA QUALTY MUN INCOME
+$486.0K
39,391
清仓
DVN
DEVON ENERGY CORP NEW
-$474.0K
0
-100%
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$474.0K
0
-100%
清仓
—
BLACKROCK MUNIYIELD N J FD I
-$473.0K
0
-100%
清仓
SCHW
SCHWAB CHARLES CORP
-$471.0K
0
-100%
清仓
—
ENCORE WIRE CORP
-$471.0K
0
-100%
建仓
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$471.0K
35,705
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$462.0K
0
-100%
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$459.0K
0
-100%
清仓
CF
CF INDS HLDGS INC
-$429.0K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$429.0K
4,148
-50%
增持
DIS
DISNEY WALT CO
-$427.0K
10,044
+0%
建仓
CCCC
C4 THERAPEUTICS INC
+$410.0K
54,424
清仓
KR
KROGER CO
-$397.0K
0
-100%
增持
ESGD
ISHARES TR
-$397.0K
38,040
+1%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$377.0K
982
建仓
ENPH
ENPHASE ENERGY INC
+$374.0K
1,918
增持
ABNB
AIRBNB INC
-$372.0K
4,857
+4%
清仓
—
SIRIUS XM HOLDINGS INC
-$371.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$370.0K
4,308
-10%
清仓
FANG
DIAMONDBACK ENERGY INC
-$368.0K
0
-100%
清仓
—
TRITON INTL LTD
-$365.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
-$364.0K
9,392
+0%
清仓
CTRA
COTERRA ENERGY INC
-$356.0K
0
-100%
建仓
—
TUPPERWARE BRANDS CORP
+$354.0K
55,840
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$348.0K
5,916
清仓
NFE
NEW FORTRESS ENERGY INC
-$339.0K
0
-100%
减持
ABBV
ABBVIE INC
-$335.0K
3,981
-32%
建仓
—
PERRIGO CO PLC
+$327.0K
8,067
增持
AMZN
AMAZON COM INC
-$327.0K
7,935
+2110%
建仓
DG
DOLLAR GEN CORP NEW
+$327.0K
1,331
清仓
—
UNITED STATES STL CORP NEW
-$325.0K
0
-100%
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$320.0K
1,358
建仓
CERT
CERTARA INC
+$317.0K
14,778
增持
COST
COSTCO WHSL CORP NEW
+$313.0K
3,556
+47%
建仓
DRVN
DRIVEN BRANDS HLDGS INC
+$312.0K
11,337
建仓
DELL
DELL TECHNOLOGIES INC
+$305.0K
6,610
增持
CNC
CENTENE CORP DEL
+$298.0K
7,080
+98%
建仓
DT
DYNATRACE INC
+$298.0K
7,544
建仓
FE
FIRSTENERGY CORP
+$297.0K
7,744
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$290.0K
17,608
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$289.0K
2,680
清仓
FICO
FAIR ISAAC CORP
-$287.0K
0
-100%
增持
—
CALAMP CORP
-$285.0K
96,500
+3%
清仓
KEX
KIRBY CORP
-$279.0K
0
-100%
建仓
AZO
AUTOZONE INC
+$277.0K
129
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$275.0K
3,477
+0%
增持
DGRO
ISHARES TR
-$269.0K
81,551
+5%
清仓
TGT
TARGET CORP
-$266.0K
0
-100%
清仓
VIRT
VIRTU FINL INC
-$262.0K
0
-100%
建仓
—
F45 TRAINING HLDGS INC
+$256.0K
65,079
建仓
ERIE
ERIE INDTY CO
+$253.0K
1,317
清仓
QYLD
GLOBAL X FDS
-$250.0K
0
-100%
清仓
—
UNIVAR SOLUTIONS INC
-$244.0K
0
-100%
建仓
ALB
ALBEMARLE CORP
+$241.0K
1,155
建仓
CENX
CENTURY ALUM CO
+$236.0K
32,082
建仓
HRB
BLOCK H & R INC
+$235.0K
6,660
建仓
QQQ
INVESCO QQQ TR
+$232.0K
826
建仓
FDX
FEDEX CORP
+$225.0K
994
清仓
MMM
3M CO
-$224.0K
0
-100%
减持
COR
AMERISOURCEBERGEN CORP
-$224.0K
15,189
-1%
增持
VBR
VANGUARD INDEX FDS
+$223.0K
4,663
+72%
清仓
ADSK
AUTODESK INC
-$214.0K
0
-100%
清仓
AFL
AFLAC INC
-$210.0K
0
-100%
清仓
WMT
WALMART INC
-$210.0K
0
-100%
建仓
EPAM
EPAM SYS INC
+$203.0K
690
增持
INFL
LISTED FD TR
-$202.0K
49,043
+2%
清仓
ETJ
EATON VANCE RISK-MANAGED DIV
-$166.0K
0
-100%
减持
RVTY
PERKINELMER INC
-$151.0K
4,660
-0%
增持
COM
DIREXION SHS ETF TR
-$149.0K
124,087
+3%
减持
—
CONTINENTAL RES INC
-$147.0K
7,663
-27%
减持
VGT
VANGUARD WORLD FDS
-$132.0K
826
-14%
增持
ESGE
ISHARES INC
-$127.0K
34,432
+2%
建仓
VCV
INVESCO CALIF VALUE MUN INCO
+$118.0K
11,148
建仓
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$110.0K
12,636
增持
GOOG
ALPHABET INC
-$108.0K
183
+1%
减持
MINT
PIMCO ETF TR
-$107.0K
5,955
-14%
增持
UNP
UNION PAC CORP
-$101.0K
1,742
+1%
减持
GE
GENERAL ELECTRIC CO
-$97.0K
3,246
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$86.0K
27,218
-1%
减持
DJUN
FIRST TR EXCHNG TRADED FD VI
-$80.0K
22,828
-2%
增持
NUSC
NUSHARES ETF TR
-$79.0K
12,350
+2%
增持
SHW
SHERWIN WILLIAMS CO
-$73.0K
2,928
+0%
建仓
—
TOUGHBUILT INDS INC
+$68.0K
30,566
增持
BAC
BK OF AMERICA CORP
-$67.0K
7,697
+3%
增持
VNLA
JANUS DETROIT STR TR
+$67.0K
13,323
+12%
增持
IAU
ISHARES GOLD TR
-$66.0K
43,090
+3%
减持
NEAR
ISHARES U S ETF TR
-$66.0K
4,470
-23%
增持
SUSA
ISHARES TR
-$64.0K
4,656
+2%
增持
HD
HOME DEPOT INC
-$46.0K
1,918
+0%
减持
—
DISCOVER FINL SVCS
-$45.0K
2,696
-1%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$38.0K
38,835
+3%
减持
BIL
SPDR SER TR
-$35.0K
8,209
-5%
增持
NEE
NEXTERA ENERGY INC
-$29.0K
4,425
+1%
