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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 28
增持 53
减持 45
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$4.3M
351,105
+55%
清仓
VRRM
VERRA MOBILITY CORP
-$3.3M
0
-100%
减持
TSLA
TESLA INC
-$3.1M
13,406
-26%
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
PSTG
PURE STORAGE INC
-$2.6M
0
-100%
清仓
FDX
FEDEX CORP
-$2.3M
0
-100%
减持
VUSB
VANGUARD BD INDEX FDS
-$1.9M
64,629
-38%
增持
EYLD
CAMBRIA ETF TR
+$1.8M
170,860
+41%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.7M
85,348
-29%
减持
TMUS
T-MOBILE US INC
-$1.6M
12,264
-50%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$1.5M
7,135
-42%
增持
INTC
INTEL CORP
+$1.3M
57,409
+497%
建仓
EA
ELECTRONIC ARTS INC
+$1.3M
10,346
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.2M
26,222
减持
DGX
QUEST DIAGNOSTICS INC
-$1.0M
11,790
-50%
清仓
MERC
MERCER INTL INC
-$1.0M
0
-100%
减持
LULU
LULULEMON ATHLETICA INC
-$818.7K
3,400
-50%
建仓
STLD
STEEL DYNAMICS INC
+$786.6K
8,051
建仓
MCK
MCKESSON CORP
+$773.9K
2,063
建仓
BIIB
BIOGEN INC
+$702.3K
2,536
建仓
CAH
CARDINAL HEALTH INC
+$689.6K
8,971
增持
VO
VANGUARD INDEX FDS
+$686.1K
35,190
+2%
清仓
DVN
DEVON ENERGY CORP NEW
-$657.0K
0
-100%
清仓
—
KELLOGG CO
-$644.0K
0
-100%
增持
DGRO
ISHARES TR
+$628.7K
93,355
+3%
增持
AAPL
APPLE INC
-$569.4K
69,888
+0%
清仓
DLTR
DOLLAR TREE INC
-$558.0K
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$542.9K
23,101
-29%
清仓
QLYS
QUALYS INC
-$530.0K
0
-100%
建仓
CPRX
CATALYST PHARMACEUTICALS INC
+$520.7K
27,995
减持
TRGP
TARGA RES CORP
+$516.7K
41,152
-1%
清仓
—
CONTINENTAL RES INC
-$512.0K
0
-100%
清仓
MINT
PIMCO ETF TR
-$479.0K
0
-100%
建仓
WRB
BERKLEY W R CORP
+$465.5K
6,415
建仓
CELH
CELSIUS HLDGS INC
+$440.9K
4,238
减持
COR
AMERISOURCEBERGEN CORP
+$440.5K
14,999
-1%
减持
PGR
PROGRESSIVE CORP
-$438.6K
15,962
-26%
减持
CVX
CHEVRON CORP NEW
+$404.9K
12,117
-2%
建仓
CI
CIGNA CORP NEW
+$385.7K
1,164
清仓
BANF
BANCFIRST CORP
-$380.0K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$379.6K
23,802
+2%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$379.0K
0
-100%
增持
MGC
VANGUARD WORLD FD
+$377.4K
36,816
+2%
增持
NOC
NORTHROP GRUMMAN CORP
+$373.5K
2,118
+27%
建仓
CAT
CATERPILLAR INC
+$372.8K
1,556
建仓
HAL
HALLIBURTON CO
+$372.5K
9,467
建仓
SLB
SCHLUMBERGER LTD
+$346.7K
6,486
清仓
NAC
NUVEEN CA QUALTY MUN INCOME
-$323.0K
0
-100%
清仓
DRVN
DRIVEN BRANDS HLDGS INC
-$317.0K
0
-100%
建仓
—
UNIVAR SOLUTIONS INC
+$310.0K
9,748
清仓
—
WOLFSPEED INC
-$307.0K
0
-100%
清仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
-$306.0K
0
-100%
建仓
PCG
PG&E CORP
+$305.7K
18,801
清仓
ALB
ALBEMARLE CORP
-$305.0K
0
-100%
建仓
EXAS
EXACT SCIENCES CORP
+$302.5K
6,109
清仓
—
AGILON HEALTH INC
-$296.0K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$293.4K
21,480
清仓
—
PERRIGO CO PLC
-$289.0K
0
-100%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$288.7K
6,342
清仓
HRB
BLOCK H R INC
-$285.0K
0
-100%
清仓
CNC
CENTENE CORP DEL
-$283.0K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$278.0K
14,633
-23%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$271.3K
3,750
建仓
UNM
UNUM GROUP
+$268.9K
6,554
减持
EQT
EQT CORP
-$268.6K
29,600
-5%
减持
ULTA
ULTA BEAUTY INC
+$266.7K
4,180
-1%
减持
ESGD
ISHARES TR
+$264.2K
29,300
-1%
清仓
DT
DYNATRACE INC
-$263.0K
0
-100%
建仓
IVV
ISHARES TR
+$261.6K
681
减持
—
VISTA OUTDOOR INC
-$256.9K
24,500
-30%
减持
WPC
WP CAREY INC
+$251.6K
42,298
-3%
增持
VBR
VANGUARD INDEX FDS
+$251.4K
13,063
+3%
清仓
EPAM
EPAM SYS INC
-$250.0K
0
-100%
建仓
SCHR
SCHWAB STRATEGIC TR
+$243.9K
4,955
增持
AMZN
AMAZON COM INC
-$237.5K
8,375
+1%
建仓
UAA
UNDER ARMOUR INC
+$235.2K
23,145
建仓
AFL
AFLAC INC
+$234.5K
3,260
建仓
TJX
TJX COS INC NEW
+$233.3K
2,930
建仓
NUE
NUCOR CORP
+$225.8K
1,713
清仓
PLUG
PLUG POWER INC
-$220.0K
0
-100%
增持
ABNB
AIRBNB INC
-$218.4K
12,639
+2%
建仓
GAP
GAP INC
+$207.0K
18,348
建仓
FRPT
FRESHPET INC
+$200.2K
3,794
增持
IAU
ISHARES GOLD TR
+$196.8K
48,333
+3%
减持
—
FLEX LTD
-$191.6K
16,187
-50%
减持
HPQ
HP INC
-$188.9K
29,775
-25%
增持
ENPH
ENPHASE ENERGY INC
+$176.3K
2,579
+41%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$176.0K
21,185
+9%
增持
IUSV
ISHARES TR
+$162.9K
17,881
+2%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$160.5K
11,700
-3%
增持
MSFT
MICROSOFT CORP
+$159.6K
4,810
+13%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$150.1K
17,001
+0%
增持
SCHG
SCHWAB STRATEGIC TR
+$149.7K
85,055
+4%
减持
HZO
MARINEMAX INC
-$145.9K
20,600
-22%
减持
LPX
LOUISIANA PAC CORP
+$140.4K
20,700
-2%
增持
JPM
JPMORGAN CHASE & CO
+$140.3K
4,603
+1%
增持
NKE
NIKE INC
+$139.7K
2,997
+18%
减持
BIL
SPDR SER TR
-$137.9K
6,331
-19%
增持
VTI
VANGUARD INDEX FDS
+$133.8K
9,335
+1%
减持
PG
PROCTER AND GAMBLE CO
+$129.6K
5,533
-2%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$128.4K
37,603
-0%
减持
VNLA
JANUS DETROIT STR TR
-$124.7K
10,598
-18%
减持
SBUX
STARBUCKS CORP
+$120.9K
8,386
-1%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$116.1K
11,761
+22%
减持
ESGE
ISHARES INC
-$113.7K
17,935
-24%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$110.2K
19,145
+0%
减持
ABBV
ABBVIE INC
+$106.9K
3,966
-0%
增持
REGL
PROSHARES TR
+$104.9K
4,680
+31%
减持
SHW
SHERWIN WILLIAMS CO
+$92.8K
2,919
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$87.6K
12,884
+13%
增持
ELV
ELEVANCE HEALTH INC
+$87.4K
1,036
+6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$86.3K
23,771
+4%
减持
HUM
HUMANA INC
+$85.5K
3,525
-1%
减持
ON
ON SEMICONDUCTOR CORP
-$84.8K
21,200
-6%
增持
FTXG
FIRST TR EXCHANGE-TRADED FD
+$82.3K
34,985
+1%
增持
BIV
VANGUARD BD INDEX FDS
+$80.5K
20,943
+4%
增持
CEG
CONSTELLATION ENERGY CORP
+$79.8K
4,162
+24%
增持
ORCL
ORACLE CORP
+$78.5K
3,664
+1%
减持
FXN
FIRST TR EXCHANGE TRADED FD
+$77.1K
57,527
-1%
减持
—
SIRIUS XM HOLDINGS INC
-$77.1K
511,109
-5%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$75.9K
28,115
+5%
增持
UAPR
INNOVATOR ETFS TR
+$74.6K
35,373
+7%
减持
HD
HOME DEPOT INC
+$73.7K
1,905
-0%
减持
MRK
MERCK & CO INC
+$67.7K
2,818
-1%
增持
HON
HONEYWELL INTL INC
+$65.7K
1,333
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$59.7K
1,433
+3%
增持
DIS
DISNEY WALT CO
-$57.8K
10,361
+2%
增持
PFE
PFIZER INC
+$56.0K
7,103
+1%
减持
MCD
MCDONALDS CORP
+$52.0K
1,867
-2%
增持
KO
COCA COLA CO
+$51.1K
5,943
+2%
增持
FSLR
FIRST SOLAR INC
+$50.4K
2,760
+0%
增持
NUSC
NUSHARES ETF TR
+$45.1K
13,081
+4%
增持
CSCO
CISCO SYS INC
+$45.1K
5,858
+0%
增持
IUSG
ISHARES TR
+$43.1K
19,542
+1%
增持
SHY
ISHARES TR
+$38.0K
21,461
+2%
增持
ERIE
ERIE INDTY CO
+$37.5K
1,337
+1%
减持
—
HOLOGIC INC
-$37.1K
3,648
-24%
增持
MUSA
MURPHY USA INC
+$32.1K
1,703
+5%
增持
ABT
ABBOTT LABS
+$31.7K
2,393
+0%
增持
NEE
NEXTERA ENERGY INC
+$27.8K
4,495
+1%
增持
GOOGL
ALPHABET INC
-$26.8K
4,660
+2%
增持
UJAN
INNOVATOR ETFS TR
+$25.8K
14,566
+4%
增持
COST
COSTCO WHSL CORP NEW
-$22.7K
3,652
+2%
减持
UNP
UNION PAC CORP
+$20.9K
1,738
-0%
增持
ALL
ALLSTATE CORP
+$19.7K
1,657
+1%
减持
NEAR
ISHARES U S ETF TR
-$19.5K
4,070
-9%
减持
—
SIGNIFY HEALTH INC
-$18.3K
17,226
-2%
增持
—
PIMCO CALIF MUN INCOME FD II
+$16.9K
13,400
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$11.9K
9,824
-7%
减持
CBT
CABOT CORP
-$6.1K
44,852
-5%
减持
DG
DOLLAR GEN CORP NEW
+$5.8K
1,327
-1%
