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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 138 项
建仓 26
增持 42
减持 50
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
28,251
+501%
建仓
V
VISA INC
+$3.2M
13,396
清仓
WPC
WP CAREY INC
-$3.1M
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。
建仓
FAST
FASTENAL CO
+$3.1M
52,632
清仓
CMI
CUMMINS INC
-$3.0M
0
-100%
建仓
—
INTERPUBLIC GROUP COS INC
+$2.7M
70,088
增持
AAPL
APPLE INC
+$2.4M
71,605
+3%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.3M
26,307
-64%
建仓
ANSS
ANSYS INC
+$2.3M
6,969
清仓
PGR
PROGRESSIVE CORP
-$2.2M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$2.2M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.1M
60,945
-40%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.0M
12,167
建仓
MA
MASTERCARD INCORPORATED
+$1.8M
4,680
建仓
FTNT
FORTINET INC
+$1.8M
24,145
建仓
PWR
QUANTA SVCS INC
+$1.8M
9,101
清仓
CBT
CABOT CORP
-$1.7M
0
-100%
清仓
SANM
SANMINA CORPORATION
-$1.6M
0
-100%
清仓
TRGP
TARGA RES CORP
-$1.5M
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.4M
15,973
建仓
NOG
NORTHERN OIL & GAS INC
+$1.3M
38,800
减持
MCD
MCDONALDS CORP
-$1.3M
6,868
-42%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$1.1M
37,384
+108%
清仓
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.1M
0
-100%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$1.1M
28,031
+97%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.0M
390,592
+8%
增持
SCHG
SCHWAB STRATEGIC TR
+$966.1K
89,223
+2%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$943.0K
33,494
+74%
增持
FTXG
FIRST TR EXCHANGE-TRADED FD
+$921.2K
71,254
+102%
增持
TSLA
TESLA INC
+$786.0K
13,774
+1%
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$734.0K
8,167
建仓
VLO
VALERO ENERGY CORP
+$693.2K
5,910
增持
MGC
VANGUARD WORLD FD
+$685.5K
39,182
+3%
增持
VO
VANGUARD INDEX FDS
+$655.3K
37,588
+4%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$606.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$566.8K
5,638
-14%
清仓
—
ASPEN TECHNOLOGY INC
-$539.9K
0
-100%
建仓
—
ASTRAZENECA PLC
+$538.9K
7,530
减持
COR
AMERISOURCEBERGEN CORP
-$519.6K
9,559
-35%
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$515.6K
3,791
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$494.0K
9,467
+167%
建仓
CELH
CELSIUS HLDGS INC
+$493.7K
3,309
清仓
AGYS
AGILYSYS INC
-$486.1K
0
-100%
增持
EYLD
CAMBRIA ETF TR
+$468.7K
199,977
+12%
建仓
—
SUPER MICRO COMPUTER INC
+$464.9K
1,865
增持
—
ARISTA NETWORKS INC
+$441.0K
3,961
+231%
减持
STLD
STEEL DYNAMICS INC
-$420.9K
6,045
-37%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$413.0K
15,000
-70%
建仓
NSSC
NAPCO SEC TECHNOLOGIES INC
+$412.9K
11,916
增持
VB
VANGUARD INDEX FDS
+$410.5K
24,982
+4%
建仓
XPO
XPO INC
+$399.2K
6,766
建仓
IIM
INVESCO VALUE MUN INCOME TR
+$398.7K
33,734
增持
DECK
DECKERS OUTDOOR CORP
+$389.7K
4,937
+0%
减持
LPX
LOUISIANA PAC CORP
+$380.0K
19,600
-2%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$354.2K
276
增持
PII
POLARIS INC
+$351.9K
27,803
+2%
建仓
LLY
LILLY ELI & CO
+$329.2K
702
清仓
CRUS
CIRRUS LOGIC INC
-$291.3K
0
-100%
增持
MSFT
MICROSOFT CORP
+$288.3K
5,004
+2%
清仓
ALGM
ALLEGRO MICROSYSTEMS INC
-$287.3K
0
-100%
减持
GGG
GRACO INC
-$286.5K
4,802
-50%
增持
DGRO
ISHARES TR
+$283.5K
100,268
+3%
清仓
SHC
SOTERA HEALTH CO
-$272.8K
0
-100%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$262.0K
31,419
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$254.8K
6,925
-0%
清仓
QQQ
INVESCO QQQ TR
-$254.5K
0
-100%
减持
EQT
EQT CORP
+$252.3K
28,400
-1%
清仓
—
AGILON HEALTH INC
-$245.7K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$231.7K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$231.0K
108
清仓
TGT
TARGET CORP
-$213.4K
0
-100%
建仓
PNW
PINNACLE WEST CAP CORP
+$201.8K
2,477
建仓
XYLD
GLOBAL X FDS
+$201.1K
4,900
清仓
WBD
WARNER BROS DISCOVERY INC
-$196.7K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$178.3K
13,810
+4%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$163.3K
10,654
减持
VNLA
JANUS DETROIT STR TR
-$156.6K
6,613
-33%
减持
EXAS
EXACT SCIENCES CORP
+$156.0K
6,073
-1%
增持
COST
COSTCO WHSL CORP NEW
+$150.0K
3,576
+0%
增持
GOOGL
ALPHABET INC
+$134.2K
5,143
+11%
减持
HUM
HUMANA INC
-$133.7K
3,462
-0%
减持
VICI
VICI PPTYS INC
-$130.4K
97,002
-0%
减持
ADI
ANALOG DEVICES INC
-$124.2K
9,485
-5%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$117.8K
11,100
-1%
清仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
-$117.6K
0
-100%
减持
STM
STMICROELECTRONICS N V
-$110.2K
26,900
-1%
减持
ABBV
ABBVIE INC
-$103.5K
4,014
-1%
减持
OXY
OCCIDENTAL PETE CORP
-$95.6K
22,901
-1%
增持
ENPH
ENPHASE ENERGY INC
-$94.5K
2,758
+4%
减持
GPK
GRAPHIC PACKAGING HLDG CO
-$94.1K
60,964
-0%
减持
TMUS
T-MOBILE US INC
-$86.8K
11,938
-1%
减持
FSLR
FIRST SOLAR INC
-$80.0K
2,782
-1%
增持
NUSC
NUSHARES ETF TR
+$77.1K
14,865
+11%
增持
COTY
COTY INC
+$64.1K
25,696
+23%
增持
SUSA
ISHARES TR
+$51.1K
5,070
+5%
减持
SBUX
STARBUCKS CORP
-$50.4K
8,386
-1%
减持
HPQ
HP INC
-$50.1K
25,775
-10%
增持
CEG
CONSTELLATION ENERGY CORP
+$49.7K
3,650
+1%
增持
UNM
UNUM GROUP
+$49.2K
5,838
+1%
增持
CSCO
CISCO SYS INC
+$48.7K
7,018
+17%
减持
VGT
VANGUARD WORLD FDS
-$47.6K
521
-28%
减持
BIV
VANGUARD BD INDEX FDS
-$43.8K
24,569
-0%
增持
VTEB
VANGUARD MUN BD FDS
+$41.2K
20,906
+5%
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$39.2K
18,232
+2%
减持
ABNB
AIRBNB INC
+$39.0K
12,398
-0%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$38.7K
31,891
-2%
减持
JNJ
JOHNSON & JOHNSON
+$37.2K
4,494
-1%
减持
GE
GENERAL ELECTRIC CO
+$36.3K
5,856
-8%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$33.9K
3,925
-5%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$33.0K
27,595
+2%
减持
—
EXXON MOBIL CORP
-$30.1K
9,903
-1%
减持
ERIE
ERIE INDTY CO
-$29.8K
1,333
-0%
减持
BIL
SPDR SER TR
-$29.6K
6,322
-5%
增持
PFE
PFIZER INC
-$28.7K
7,051
+0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$26.8K
23,380
+0%
增持
IAU
ISHARES GOLD TR
+$25.4K
49,847
+4%
减持
REGL
PROSHARES TR
-$24.1K
4,423
-7%
减持
HD
HOME DEPOT INC
+$23.4K
1,905
-1%
增持
PCG
PG&E CORP
+$22.6K
18,899
+1%
增持
—
RENAISSANCERE HLDGS LTD
-$22.1K
1,617
+0%
减持
UAPR
INNOVATOR ETFS TR
+$19.5K
57,342
-3%
增持
TJX
TJX COS INC NEW
+$19.2K
2,937
+0%
减持
KO
COCA COLA CO
-$18.7K
5,875
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$17.2K
1,329
-4%
增持
ESGE
ISHARES INC
+$16.7K
17,112
+3%
减持
HON
HONEYWELL INTL INC
+$16.4K
1,319
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$15.6K
15,777
-2%
减持
NUE
NUCOR CORP
+$13.6K
1,644
-1%
减持
ABT
ABBOTT LABS
+$13.6K
2,367
-2%
增持
SHY
ISHARES TR
+$7.0K
25,950
+2%
减持
—
UNIVAR SOLUTIONS INC
+$5.5K
9,502
-1%
增持
PEP
PEPSICO INC
+$5.4K
1,283
+1%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$4.9K
11,674
-0%
减持
XLV
SELECT SECTOR SPDR TR
+$2.6K
1,780
-1%
减持
AZO
AUTOZONE INC
+$2.0K
128
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.9K
10,324
+5%
减持
INTC
INTEL CORP
+$1.9K
9,641
-2%
减持
SPY
SPDR S&P 500 ETF TR
-$203
1,202
-8%
