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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 149 项
建仓 32
增持 50
减持 44
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$5.0M
226,384
清仓
COM
DIREXION SHS ETF TR
-$3.8M
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$3.6M
12,379
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
VRRM
VERRA MOBILITY CORP
+$3.3M
215,112
建仓
TMUS
TMOBILE US INC
+$3.3M
24,392
增持
TSLA
TESLA INC
+$3.1M
18,074
+617%
建仓
—
SIRIUS XM HOLDINGS INC
+$3.1M
536,245
建仓
EYLD
CAMBRIA ETF TR
+$3.0M
121,097
建仓
CBT
CABOT CORP
+$3.0M
47,013
建仓
PSTG
PURE STORAGE INC
+$2.6M
93,956
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.5M
120,062
+72%
建仓
TRGP
TARGA RES CORP
+$2.5M
41,561
增持
VUSB
VANGUARD BD INDEX FDS
+$2.3M
103,995
+81%
增持
FDX
FEDEX CORP
+$2.1M
15,373
+1447%
清仓
HALO
HALOZYME THERAPEUTICS INC
-$1.9M
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$1.9M
6,826
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
减持
BMY
BRISTOLMYERS SQUIBB CO
-$1.8M
3,825
-86%
增持
STZ
CONSTELLATION BRANDS INC
+$1.8M
14,752
+115%
建仓
ULTA
ULTA BEAUTY INC
+$1.7M
4,222
减持
HUM
HUMANA INC
-$1.6M
3,545
-50%
增持
SHY
ISHARES TR
+$1.4M
20,977
+471%
清仓
INFL
LISTED FD TR
-$1.4M
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
22,899
+431%
增持
VO
VANGUARD INDEX FDS
+$1.3M
34,505
+32%
清仓
AGZ
ISHARES TR
-$1.3M
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$1.1M
12,715
+173%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.1M
19,373
+334%
建仓
MERC
MERCER INTL INC
+$1.0M
84,107
减持
SANM
SANMINA CORPORATION
-$925.0K
26,227
-50%
增持
MGC
VANGUARD WORLD FD
+$886.0K
36,031
+32%
增持
ABNB
AIRBNB INC
+$866.0K
12,366
+155%
建仓
UAPR
INNOVATOR ETFS TR
+$803.0K
33,082
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$799.0K
26,653
清仓
PPC
PILGRIMS PRIDE CORP
-$785.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$726.0K
23,340
+26%
减持
ESGD
ISHARES TR
-$725.0K
29,609
-22%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$722.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$688.0K
82,000
+22%
增持
BIV
VANGUARD BD INDEX FDS
+$660.0K
20,084
+91%
建仓
DVN
DEVON ENERGY CORP NEW
+$657.0K
10,930
建仓
—
KELLOGG CO
+$644.0K
9,251
增持
PGR
PROGRESSIVE CORP
+$628.0K
21,588
+33%
减持
WPC
WP CAREY INC
-$590.0K
43,748
-1%
建仓
DLTR
DOLLAR TREE INC
+$558.0K
4,102
建仓
VTEB
VANGUARD MUN BD FDS
+$550.0K
11,434
建仓
—
FLEX LTD
+$539.0K
32,374
建仓
QLYS
QUALYS INC
+$530.0K
3,803
建仓
—
SIGNIFY HEALTH INC
+$512.0K
17,567
减持
OXY
OCCIDENTAL PETE CORP
-$465.0K
32,519
-22%
减持
ESGE
ISHARES INC
-$459.0K
23,608
-31%
建仓
FCAL
FIRST TR EXCH TRADED FD III
+$453.0K
9,665
建仓
ELV
ELEVANCE HEALTH INC
+$444.0K
977
建仓
MUSA
MURPHY USA INC
+$444.0K
1,616
增持
UNH
UNITEDHEALTH GROUP INC
+$431.0K
1,386
+165%
清仓
TLH
ISHARES TR
-$416.0K
0
-100%
清仓
CCCC
C4 THERAPEUTICS INC
-$410.0K
0
-100%
建仓
UJAN
INNOVATOR ETFS TR
+$407.0K
13,952
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$390.0K
0
-100%
减持
IUSV
ISHARES TR
-$389.0K
17,575
-21%
建仓
BANF
BANCFIRST CORP
+$380.0K
4,250
清仓
MPWR
MONOLITHIC PWR SYS INC
-$377.0K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$363.0K
2,747
清仓
—
TUPPERWARE BRANDS CORP
-$354.0K
0
-100%
减持
HPQ
HP INC
-$350.0K
39,675
-3%
减持
DGX
QUEST DIAGNOSTICS INC
-$344.0K
23,487
-3%
清仓
CERT
CERTARA INC
-$317.0K
0
-100%
减持
CNC
CENTENE CORP DEL
-$316.0K
3,639
-49%
建仓
—
WOLFSPEED INC
+$307.0K
2,972
清仓
DELL
DELL TECHNOLOGIES INC
-$305.0K
0
-100%
清仓
—
COHERENT INC
-$298.0K
0
-100%
清仓
FE
FIRSTENERGY CORP
-$297.0K
0
-100%
建仓
—
AGILON HEALTH INC
+$296.0K
12,630
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$289.0K
0
-100%
建仓
CEG
CONSTELLATION ENERGY CORP
+$279.0K
3,353
清仓
—
F45 TRAINING HLDGS INC
-$256.0K
0
-100%
清仓
CENX
CENTURY ALUM CO
-$236.0K
0
-100%
建仓
PLUG
PLUG POWER INC
+$220.0K
10,454
减持
SPY
SPDR SP 500 ETF TR
-$211.0K
1,395
-26%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$200.0K
782
-2%
增持
EQT
EQT CORP
+$200.0K
31,176
+0%
减持
HZO
MARINEMAX INC
-$179.0K
26,500
-1%
增持
AAPL
APPLE INC
+$168.0K
69,829
+1%
减持
NVDA
NVIDIA CORPORATION
-$167.0K
5,500
-0%
减持
NAC
NUVEEN CA QUALTY MUN INCOME
-$163.0K
29,465
-25%
增持
DGRO
ISHARES TR
+$154.0K
90,835
+11%
减持
VZ
VERIZON COMMUNICATIONS INC
-$145.0K
10,516
-2%
减持
—
VISTA OUTDOOR INC
-$139.0K
35,100
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$137.0K
2,684
-17%
减持
ENPH
ENPHASE ENERGY INC
+$133.0K
1,829
-5%
增持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$124.0K
50,705
+42%
减持
VTI
VANGUARD INDEX FDS
-$121.0K
9,198
-2%
减持
FTXG
FIRST TR EXCHANGETRADED FD
-$119.0K
34,765
-9%
清仓
VCV
INVESCO CALIF VALUE MUN INCO
-$118.0K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SANV
-$116.0K
12,000
-2%
清仓
F
FORD MTR CO DEL
-$115.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$112.0K
4,267
-1%
减持
MINT
PIMCO ETF TR
-$111.0K
4,850
-19%
清仓
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$110.0K
0
-100%
减持
COR
AMERISOURCEBERGEN CORP
-$104.0K
15,112
-1%
增持
FTXN
FIRST TR EXCHANGETRADED FD
+$99.0K
37,615
+7%
增持
AMZN
AMAZON COM INC
+$98.0K
8,330
+5%
建仓
—
PIMCO CALIF MUN INCOME FD II
+$95.0K
13,000
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$94.0K
19,072
-5%
减持
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$89.0K
17,607
-0%
增持
INTC
INTEL CORP
-$81.0K
9,609
+9%
减持
IUSG
ISHARES TR
-$81.0K
19,329
-1%
清仓
—
TOUGHBUILT INDS INC
-$68.0K
0
-100%
减持
SBUX
STARBUCKS CORP
+$65.0K
8,436
-0%
增持
GOOGL
ALPHABET INC
-$65.0K
4,580
+1883%
减持
JPM
JPMORGAN CHASE CO
-$64.0K
4,560
-5%
增持
PFE
PFIZER INC
-$60.0K
7,031
+0%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$58.0K
58,017
+1%
增持
HRB
BLOCK H R INC
+$50.0K
6,710
+1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$48.0K
15,619
-0%
减持
VGT
VANGUARD WORLD FDS
-$48.0K
721
-13%
减持
BA
BOEING CO
-$46.0K
2,318
-3%
增持
—
EXXON MOBIL CORP
+$44.0K
10,378
+3%
增持
ERIE
ERIE INDTY CO
+$42.0K
1,325
+1%
增持
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$42.0K
5,936
+0%
增持
KO
COCA COLA CO
-$40.0K
5,845
+0%
增持
—
PERRIGO CO PLC
-$38.0K
8,106
+0%
减持
LPX
LOUISIANA PAC CORP
-$37.0K
21,200
-1%
减持
BIL
SPDR SER TR
-$34.0K
7,830
-5%
增持
GOOG
ALPHABET INC
-$31.0K
3,840
+1998%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
-$31.0K
1,378
+1%
减持
—
DISCOVER FINL SVCS
-$30.0K
2,471
-8%
增持
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$28.0K
18,397
+78%
增持
IDEV
ISHARES TR
+$27.0K
4,956
+26%
减持
NOC
NORTHROP GRUMMAN CORP
-$21.0K
1,663
-1%
减持
VNLA
JANUS DETROIT STR TR
-$21.0K
12,925
-3%
减持
MRVL
MARVELL TECHNOLOGY INC
-$20.0K
19,100
-1%
减持
QQQ
INVESCO QQQ TR
-$20.0K
793
-4%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
-$17.0K
16,969
+7%
增持
CSCO
CISCO SYS INC
-$16.0K
5,855
+0%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$15.0K
4,189
+1%
增持
COST
COSTCO WHSL CORP NEW
-$14.0K
3,579
+1%
增持
—
CALAMP CORP
-$12.0K
101,500
+5%
减持
BAC
BK OF AMERICA CORP
-$11.0K
7,567
-2%
增持
SUSA
ISHARES TR
-$10.0K
4,827
+4%
增持
DIS
DISNEY WALT CO
+$10.0K
10,156
+1%
增持
DG
DOLLAR GEN CORP NEW
-$6.0K
1,337
+0%
增持
NEE
NEXTERA ENERGY INC
+$5.0K
4,434
+0%
增持
GE
GENERAL ELECTRIC CO
-$4.0K
3,273
+1%
增持
CVX
CHEVRON CORP NEW
-$3.0K
12,317
+1%
增持
IAU
ISHARES GOLD TR
-$3.0K
46,783
+9%
增持
NUSC
NUSHARES ETF TR
-$3.0K
12,530
+1%
减持
HD
HOME DEPOT INC
+$2.0K
1,914
-0%
减持
MS
MORGAN STANLEY
+$1.0K
6,868
-4%
