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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 45
减持 46
清仓 32
方向
标的
Δ市值
现股数(环比)
清仓
STZ
CONSTELLATION BRANDS INC
-$3.4M
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$3.4M
41,173
建仓
VICI
VICI PPTYS INC
+$3.2M
97,460
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
PII
POLARIS INC
+$3.0M
27,211
建仓
CMI
CUMMINS INC
+$3.0M
12,601
清仓
—
SIRIUS XM HOLDINGS INC
-$3.0M
0
-100%
增持
MCD
MCDONALDS CORP
+$2.8M
11,882
+536%
减持
AAPL
APPLE INC
+$2.4M
69,832
-0%
建仓
DECK
DECKERS OUTDOOR CORP
+$2.2M
4,928
建仓
ADI
ANALOG DEVICES INC
+$2.0M
9,999
建仓
—
TRANE TECHNOLOGIES PLC
+$1.7M
9,459
建仓
LSCC
LATTICE SEMICONDUCTOR CORP
+$1.7M
17,930
建仓
GPK
GRAPHIC PACKAGING HLDG CO
+$1.6M
61,164
减持
TRGP
TARGA RES CORP
-$1.5M
20,530
-50%
建仓
STM
STMICROELECTRONICS N V
+$1.5M
27,200
清仓
ON
ON SEMICONDUCTOR CORP
-$1.3M
0
-100%
减持
CBT
CABOT CORP
-$1.3M
22,129
-51%
清仓
EA
ELECTRONIC ARTS INC
-$1.3M
0
-100%
减持
INTC
INTEL CORP
-$1.2M
9,811
-83%
增持
TSLA
TESLA INC
+$1.2M
13,591
+1%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.1M
0
-100%
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$1.1M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.0M
6,546
+19%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.0M
361,266
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$995.5K
87,788
+3%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$983.1K
0
-100%
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$933.3K
17,972
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$924.8K
534
-32%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$923.0K
14,242
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$832.4K
101,567
+19%
清仓
MCK
MCKESSON CORP
-$773.9K
0
-100%
清仓
BIIB
BIOGEN INC
-$702.3K
0
-100%
建仓
GGG
GRACO INC
+$701.2K
9,604
清仓
CAH
CARDINAL HEALTH INC
-$689.6K
0
-100%
减持
NOC
NORTHROP GRUMMAN CORP
-$636.6K
1,124
-47%
增持
UAPR
INNOVATOR ETFS TR
+$597.5K
59,148
+67%
增持
MGC
VANGUARD WORLD FD
+$570.5K
38,039
+3%
建仓
—
ASPEN TECHNOLOGY INC
+$539.9K
2,359
清仓
ELV
ELEVANCE HEALTH INC
-$531.4K
0
-100%
清仓
CPRX
CATALYST PHARMACEUTICALS INC
-$520.7K
0
-100%
清仓
—
SIGNIFY HEALTH INC
-$493.7K
0
-100%
建仓
AGYS
AGILYSYS INC
+$486.1K
5,892
清仓
MUSA
MURPHY USA INC
-$476.1K
0
-100%
减持
ABNB
AIRBNB INC
+$469.3K
12,459
-1%
清仓
WRB
BERKLEY W R CORP
-$465.5K
0
-100%
增持
VO
VANGUARD INDEX FDS
+$448.0K
36,128
+3%
增持
VUSB
VANGUARD BD INDEX FDS
+$443.5K
73,321
+13%
清仓
CELH
CELSIUS HLDGS INC
-$440.9K
0
-100%
清仓
UJAN
INNOVATOR ETFS TR
-$432.8K
0
-100%
清仓
CI
CIGNA CORP NEW
-$385.7K
0
-100%
清仓
UTHR
UNITED THERAPEUTICS CORP DEL
-$383.2K
0
-100%
清仓
CAT
CATERPILLAR INC
-$372.8K
0
-100%
清仓
HAL
HALLIBURTON CO
-$372.5K
0
-100%
增持
VTEB
VANGUARD MUN BD FDS
+$371.1K
19,912
+55%
增持
SHY
ISHARES TR
+$355.0K
25,523
+19%
清仓
—
FLEX LTD
-$347.4K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$346.7K
0
-100%
增持
BIV
VANGUARD BD INDEX FDS
+$335.6K
24,656
+18%
增持
GE
GENERAL ELECTRIC CO
+$332.7K
6,349
+94%
建仓
—
RENAISSANCERE HLDGS LTD
+$323.7K
1,616
增持
EYLD
CAMBRIA ETF TR
+$305.9K
179,023
+5%
清仓
VRT
VERTIV HOLDINGS CO
-$293.4K
0
-100%
增持
STLD
STEEL DYNAMICS INC
+$292.8K
9,547
+19%
建仓
CRUS
CIRRUS LOGIC INC
+$291.3K
2,663
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$288.7K
0
-100%
建仓
ALGM
ALLEGRO MICROSYSTEMS INC
+$287.3K
5,986
减持
ULTA
ULTA BEAUTY INC
+$283.1K
4,112
-2%
清仓
—
HOLOGIC INC
-$272.9K
0
-100%
建仓
SHC
SOTERA HEALTH CO
+$272.8K
15,234
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$267.5K
26,956
+13%
增持
MSFT
MICROSOFT CORP
+$262.1K
4,911
+2%
建仓
COTY
COTY INC
+$251.7K
20,869
建仓
—
AGILON HEALTH INC
+$245.7K
10,346
清仓
SCHR
SCHWAB STRATEGIC TR
-$243.9K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$236.8K
11,363
-4%
清仓
UAA
UNDER ARMOUR INC
-$235.2K
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$232.5K
23,367
+10%
建仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$231.6K
9,675
清仓
ALL
ALLSTATE CORP
-$224.7K
0
-100%
增持
DGRO
ISHARES TR
+$215.5K
97,685
+5%
建仓
TGT
TARGET CORP
+$213.4K
1,288
建仓
WMT
WALMART INC
+$209.8K
1,423
建仓
ADSK
AUTODESK INC
+$208.2K
1,000
清仓
GAP
GAP INC
-$207.0K
0
-100%
建仓
—
ARISTA NETWORKS INC
+$200.9K
1,197
清仓
NEAR
ISHARES U S ETF TR
-$200.5K
0
-100%
清仓
FRPT
FRESHPET INC
-$200.2K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$196.7K
13,026
增持
FSLR
FIRST SOLAR INC
+$195.4K
2,799
+1%
增持
VB
VANGUARD INDEX FDS
+$189.5K
24,046
+1%
减持
WPC
WP CAREY INC
-$189.5K
40,234
-5%
减持
PGR
PROGRESSIVE CORP
+$175.9K
15,702
-2%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$171.6K
32,583
+16%
增持
AMZN
AMAZON COM INC
+$167.2K
8,430
+1%
增持
DIS
DISNEY WALT CO
+$137.5K
10,363
+0%
减持
LPX
LOUISIANA PAC CORP
-$135.8K
20,100
-3%
增持
VTI
VANGUARD INDEX FDS
+$135.2K
9,407
+1%
增持
ENPH
ENPHASE ENERGY INC
-$126.9K
2,646
+3%
减持
COR
AMERISOURCEBERGEN CORP
-$126.4K
14,734
-2%
减持
HUM
HUMANA INC
-$123.8K
3,464
-2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$121.7K
6,926
-3%
减持
IAU
ISHARES GOLD TR
+$116.7K
47,861
-1%
减持
COST
COSTCO WHSL CORP NEW
+$107.8K
3,573
-2%
减持
IUSG
ISHARES TR
+$107.4K
19,156
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$103.8K
1,388
-3%
减持
—
CALAMP CORP
-$97.5K
99,500
-2%
减持
DG
DOLLAR GEN CORP NEW
-$95.1K
1,101
-17%
增持
JNJ
JOHNSON & JOHNSON
-$87.2K
4,559
+1%
减持
EQT
EQT CORP
-$85.6K
28,700
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
+$84.5K
25,941
-1%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$83.5K
19,256
+1%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$80.6K
17,004
+0%
减持
ESGD
ISHARES TR
+$78.2K
27,900
-5%
减持
SANM
SANMINA CORPORATION
+$77.5K
25,907
-1%
减持
HZO
MARINEMAX INC
-$76.8K
19,700
-4%
减持
PFE
PFIZER INC
-$76.6K
7,043
-1%
减持
CEG
CONSTELLATION ENERGY CORP
-$74.3K
3,624
-13%
减持
GOOGL
ALPHABET INC
+$70.3K
4,641
-0%
减持
MRVL
MARVELL TECHNOLOGY INC
+$64.2K
14,000
-4%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$58.5K
4,148
-1%
减持
—
EXXON MOBIL CORP
-$52.5K
9,960
-4%
减持
—
VISTA OUTDOOR INC
+$51.3K
23,400
-4%
增持
SBUX
STARBUCKS CORP
+$49.3K
8,462
+1%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$44.9K
11,200
-4%
减持
HPQ
HP INC
+$41.6K
28,675
-4%
减持
UNM
UNUM GROUP
-$39.7K
5,795
-12%
减持
ORCL
ORACLE CORP
+$37.0K
3,621
-1%
增持
CSCO
CISCO SYS INC
+$35.3K
6,015
+3%
减持
NEE
NEXTERA ENERGY INC
-$34.2K
4,431
-1%
增持
IVV
ISHARES TR
+$33.5K
718
+5%
增持
HD
HOME DEPOT INC
-$33.3K
1,926
+1%
增持
VBR
VANGUARD INDEX FDS
+$31.4K
13,264
+2%
增持
BIL
SPDR SER TR
+$30.9K
6,644
+5%
减持
NUE
NUCOR CORP
+$30.2K
1,657
-3%
减持
VNLA
JANUS DETROIT STR TR
-$29.7K
9,898
-7%
增持
HON
HONEYWELL INTL INC
-$28.5K
1,346
+1%
减持
TMUS
T-MOBILE US INC
+$28.1K
12,048
-2%
增持
NUSC
NUSHARES ETF TR
+$25.7K
13,352
+2%
减持
—
UNIVAR SOLUTIONS INC
+$25.1K
9,566
-2%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$24.7K
16,138
+3%
减持
IUSV
ISHARES TR
+$23.7K
17,439
-2%
增持
MS
MORGAN STANLEY
+$22.3K
6,905
+1%
减持
IBKR
INTERACTIVE BROKERS GROUP IN
+$21.1K
3,542
-6%
增持
NKE
NIKE INC
+$19.6K
3,019
+1%
增持
ABT
ABBOTT LABS
-$18.3K
2,414
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$18.1K
7,430
+1%
减持
SCHV
SCHWAB STRATEGIC TR
-$18.0K
3,774
-6%
减持
ESGE
ISHARES INC
-$14.7K
16,664
-7%
增持
MRK
MERCK & CO INC
-$10.7K
2,838
+1%
增持
PG
PROCTER AND GAMBLE CO
-$10.2K
5,571
+1%
