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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 128 项
建仓 11
增持 58
减持 36
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
PII
POLARIS INC
-$3.4M
0
-100%
建仓
COP
CONOCOPHILLIPS
+$3.1M
25,718
清仓
VICI
VICI PPTYS INC
-$3.0M
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。
增持
LSCC
LATTICE SEMICONDUCTOR CORP
+$2.7M
52,247
+187%
清仓
—
INTERPUBLIC GROUP COS INC
-$2.7M
0
-100%
清仓
ANSS
ANSYS INC
-$2.3M
0
-100%
建仓
CRM
SALESFORCE INC
+$1.9M
9,288
清仓
FTXG
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.8M
12,627
清仓
FTNT
FORTINET INC
-$1.8M
0
-100%
减持
APH
AMPHENOL CORP NEW
-$1.8M
20,431
-50%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.7M
29,212
+209%
减持
JPM
JPMORGAN CHASE & CO
-$1.7M
16,389
-42%
清仓
TMUS
T-MOBILE US INC
-$1.7M
0
-100%
增持
AAPL
APPLE INC
-$1.6M
71,618
+0%
清仓
HUM
HUMANA INC
-$1.5M
0
-100%
清仓
LPX
LOUISIANA PAC CORP
-$1.5M
0
-100%
清仓
GPK
GRAPHIC PACKAGING HLDG CO
-$1.5M
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$1.3M
0
-100%
清仓
NOG
NORTHERN OIL & GAS INC
-$1.3M
0
-100%
清仓
EQT
EQT CORP
-$1.2M
0
-100%
建仓
AOS
SMITH A O CORP
+$783.5K
11,848
增持
LLY
ELI LILLY & CO
+$763.3K
2,034
+190%
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$734.0K
0
-100%
建仓
NFLX
NETFLIX INC
+$703.1K
1,862
清仓
VLO
VALERO ENERGY CORP
-$693.2K
0
-100%
增持
ORCL
ORACLE CORP
+$666.2K
10,361
+186%
清仓
—
VISTA OUTDOOR INC
-$647.5K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$597.0K
2,351
-34%
增持
EYLD
CAMBRIA ETF TR
+$579.2K
214,249
+7%
清仓
EXAS
EXACT SCIENCES CORP
-$570.3K
0
-100%
建仓
—
ARCH CAP GROUP LTD
+$547.9K
6,874
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$545.7K
50,022
-18%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$517.8K
0
-100%
清仓
CELH
CELSIUS HLDGS INC
-$493.7K
0
-100%
建仓
VNO
VORNADO RLTY TR
+$481.2K
21,217
建仓
ACLS
AXCELIS TECHNOLOGIES INC
+$436.3K
2,676
清仓
NSSC
NAPCO SEC TECHNOLOGIES INC
-$412.9K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$372.6K
528
-60%
清仓
—
UNIVAR SOLUTIONS INC
-$340.6K
0
-100%
减持
MCD
MCDONALDS CORP
-$249.7K
6,832
-1%
减持
FAST
FASTENAL CO
-$248.1K
52,282
-1%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$231.0K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
-$225.2K
11,259
-1%
减持
TSLA
TESLA INC
-$219.1K
13,534
-2%
增持
VO
VANGUARD INDEX FDS
-$218.4K
38,691
+3%
建仓
AMGN
AMGEN INC
+$214.2K
797
建仓
DIVO
AMPLIFY ETF TR
+$209.5K
6,031
清仓
PNW
PINNACLE WEST CAP CORP
-$201.8K
0
-100%
减持
ADI
ANALOG DEVICES INC
-$199.8K
9,412
-1%
减持
RTX
RTX CORPORATION
-$196.1K
7,389
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$157.4K
29,877
+8%
减持
COR
CENCORA INC
-$148.8K
9,394
-2%
增持
ABNB
AIRBNB INC
+$143.1K
12,623
+2%
增持
SHY
ISHARES TR
+$139.0K
27,702
+7%
减持
V
VISA INC
-$124.4K
13,290
-1%
增持
ENPH
ENPHASE ENERGY INC
+$113.4K
4,788
+74%
增持
ERIE
ERIE INDTY CO
+$112.0K
1,334
+0%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$111.3K
413,052
+6%
增持
XPO
XPO INC
+$106.3K
6,770
+0%
减持
—
EXXON MOBIL CORP
+$99.6K
9,880
-0%
减持
PWR
QUANTA SVCS INC
-$99.0K
9,028
-1%
减持
—
TRANE TECHNOLOGIES PLC
+$96.4K
9,391
-1%
增持
—
ARISTA NETWORKS INC
+$87.7K
3,967
+0%
增持
DIS
DISNEY WALT CO
-$82.0K
10,403
+0%
增持
FXD
FIRST TR EXCHANGE TRADED FD
-$80.3K
38,887
+4%
增持
FSLR
FIRST SOLAR INC
-$79.1K
2,783
+0%
减持
NEE
NEXTERA ENERGY INC
-$76.9K
4,396
-1%
减持
VTI
VANGUARD INDEX FDS
-$76.8K
9,394
-0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$74.8K
12,893
+6%
增持
NVDA
NVIDIA CORPORATION
+$67.9K
5,639
+0%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$67.4K
3,600
-5%
增持
CEG
CONSTELLATION ENERGY CORP
+$64.2K
3,652
+0%
增持
DECK
DECKERS OUTDOOR CORP
-$63.4K
4,944
+0%
增持
—
CALAMP CORP
-$63.1K
104,500
+5%
增持
SCHG
SCHWAB STRATEGIC TR
-$59.6K
91,139
+2%
减持
IUSG
ISHARES TR
-$59.5K
19,096
-0%
减持
IVV
ISHARES TR
-$59.4K
607
-15%
增持
IUSV
ISHARES TR
-$59.1K
17,498
+0%
增持
VBR
VANGUARD INDEX FDS
+$58.7K
14,689
+6%
减持
VUSB
VANGUARD BD INDEX FDS
-$58.6K
25,099
-5%
增持
GOOGL
ALPHABET INC
+$57.7K
5,145
+0%
减持
VNLA
JANUS DETROIT STR TR
-$57.0K
5,399
-18%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$56.7K
6,845
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$56.5K
10,104
-2%
减持
ABBV
ABBVIE INC
+$53.3K
3,986
-1%
增持
UAPR
INNOVATOR ETFS TR
+$49.5K
59,933
+5%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$48.5K
15,619
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$43.3K
24,889
+6%
减持
BSX
BOSTON SCIENTIFIC CORP
-$42.1K
25,778
-1%
增持
MGC
VANGUARD WORLD FD
-$41.9K
40,090
+2%
增持
IAU
ISHARES GOLD TR
+$40.0K
52,985
+6%
增持
BIV
VANGUARD BD INDEX FDS
+$37.7K
26,082
+6%
增持
CSCO
CISCO SYS INC
+$35.8K
7,421
+6%
增持
JNJ
JOHNSON & JOHNSON
-$35.2K
4,550
+1%
减持
HZO
MARINEMAX INC
-$33.0K
19,500
-1%
增持
COTY
COTY INC
-$32.8K
25,798
+0%
减持
ESGE
ISHARES INC
-$32.2K
16,812
-2%
减持
PFE
PFIZER INC
-$31.4K
6,851
-3%
增持
VB
VANGUARD INDEX FDS
-$29.6K
26,123
+5%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$28.4K
33,655
+6%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$28.1K
277
+0%
增持
KO
COCA COLA CO
-$24.6K
5,880
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.9K
3,820
-0%
减持
UNP
UNION PAC CORP
-$22.1K
1,650
-6%
增持
PCG
PG&E CORP
-$21.4K
18,917
+0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$21.3K
11,000
-1%
增持
—
RENAISSANCERE HLDGS LTD
+$18.6K
1,618
+0%
增持
XYLD
GLOBAL X FDS
+$18.4K
5,644
+15%
建仓
QSI
QUANTUM SI INC
+$16.6K
10,000
增持
SRE
SEMPRA
-$16.1K
3,374
+100%
增持
NUE
NUCOR CORP
-$12.4K
1,645
+0%
增持
TJX
TJX COS INC NEW
+$12.3K
2,940
+0%
增持
SOFI
SOFI TECHNOLOGIES INC
-$10.7K
31,453
+0%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$9.9K
29,653
+6%
增持
UNM
UNUM GROUP
+$9.0K
5,844
+0%
增持
STLD
STEEL DYNAMICS INC
+$8.5K
6,221
+3%
增持
FCAL
FIRST TR EXCH TRADED FD III
-$8.2K
11,933
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$7.4K
10,672
+0%
增持
BIL
SPDR SER TR
+$7.1K
6,399
+1%
增持
HD
HOME DEPOT INC
-$7.1K
1,935
+2%
增持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
+$4.9K
10,951
+13%
增持
GE
GENERAL ELECTRIC CO
+$4.3K
5,858
+0%
增持
SLQT
SELECTQUOTE INC
+$3.5K
20,500
+95%
减持
INTC
INTEL CORP
-$1.7K
9,020
-6%
增持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.5K
35,020
+5%
减持
MA
MASTERCARD INCORPORATED
-$1.2K
4,646
-1%
增持
DGRO
ISHARES TR
-$336
104,310
+4%
