小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 149 项
建仓 24
增持 52
减持 54
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$3.4M
15,100
-71%
建仓
MDB
MONGODB INC
+$3.3M
8,032
建仓
RJF
RAYMOND JAMES FINL INC
+$3.3M
29,352
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
IBKR
INTERACTIVE BROKERS GROUP IN
-$2.5M
0
-100%
增持
AAPL
APPLE INC
+$2.5M
76,731
+7%
建仓
CELH
CELSIUS HLDGS INC
+$2.4M
44,406
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$2.2M
302,592
-27%
增持
—
ARISTA NETWORKS INC
+$2.2M
12,524
+216%
清仓
PWR
QUANTA SVCS INC
-$1.7M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$1.7M
4,558
+94%
清仓
ADI
ANALOG DEVICES INC
-$1.6M
0
-100%
减持
V
VISA INC
-$1.3M
6,587
-50%
增持
VO
VANGUARD INDEX FDS
+$1.3M
40,282
+4%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
7,518
+33%
减持
MCD
MCDONALDS CORP
-$1.2M
1,856
-73%
减持
FAST
FASTENAL CO
-$1.2M
26,092
-50%
减持
EYLD
CAMBRIA ETF TR
-$1.1M
162,008
-24%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$907.8K
3,333
建仓
SNPS
SYNOPSYS INC
+$900.6K
1,749
建仓
NTAP
NETAPP INC
+$867.7K
9,842
增持
DGRO
ISHARES TR
+$863.4K
112,039
+7%
减持
SCHG
SCHWAB STRATEGIC TR
+$846.4K
90,092
-1%
增持
VB
VANGUARD INDEX FDS
+$820.2K
26,997
+3%
增持
MGC
VANGUARD WORLD FD
+$809.4K
40,748
+2%
增持
ABNB
AIRBNB INC
+$804.3K
18,630
+48%
清仓
AOS
SMITH A O CORP
-$783.5K
0
-100%
建仓
RMBS
RAMBUS INC DEL
+$717.5K
10,513
减持
ORCL
ORACLE CORP
-$715.7K
3,621
-65%
清仓
NFLX
NETFLIX INC
-$703.1K
0
-100%
清仓
STLD
STEEL DYNAMICS INC
-$667.0K
0
-100%
清仓
HPQ
HP INC
-$662.4K
0
-100%
减持
LLY
ELI LILLY & CO
-$642.5K
772
-62%
清仓
HZO
MARINEMAX INC
-$640.0K
0
-100%
建仓
NOW
SERVICENOW INC
+$627.4K
888
建仓
GAP
GAP INC
+$617.0K
29,508
建仓
NVO
NOVO-NORDISK A S
+$588.5K
5,689
建仓
—
UNITED STATES STL CORP NEW
+$549.4K
11,293
清仓
—
ARCH CAP GROUP LTD
-$547.9K
0
-100%
清仓
VNO
VORNADO RLTY TR
-$481.2K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$468.2K
9,748
清仓
FSLR
FIRST SOLAR INC
-$449.7K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$448.2K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$434.0K
2,725
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$430.1K
12,905
+2%
建仓
HRB
BLOCK H & R INC
+$411.7K
8,512
建仓
PLNT
PLANET FITNESS INC
+$410.2K
5,619
增持
VBR
VANGUARD INDEX FDS
+$371.4K
15,081
+3%
减持
JPM
JPMORGAN CHASE & CO
+$348.4K
16,021
-2%
建仓
—
MARATHON OIL CORP
+$311.9K
12,909
减持
—
TRANE TECHNOLOGIES PLC
+$307.4K
9,073
-3%
建仓
—
TECHNIPFMC PLC
+$301.6K
14,976
清仓
UNM
UNUM GROUP
-$287.5K
0
-100%
清仓
COTY
COTY INC
-$283.0K
0
-100%
减持
MSFT
MICROSOFT CORP
+$281.1K
4,949
-1%
减持
FXD
FIRST TR EXCHANGE TRADED FD
+$272.9K
38,259
-2%
建仓
ALL
ALLSTATE CORP
+$270.2K
1,930
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$269.9K
118
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$266.3K
27,864
-6%
清仓
VNLA
JANUS DETROIT STR TR
-$259.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$257.6K
12,191
+17%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$254.8K
44,899
-10%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$251.3K
0
-100%
建仓
DFCA
DIMENSIONAL ETF TRUST
+$249.4K
4,915
增持
HD
HOME DEPOT INC
+$248.8K
2,405
+24%
减持
APH
AMPHENOL CORP NEW
+$237.8K
19,709
-4%
增持
AMZN
AMAZON COM INC
+$235.8K
8,605
+2%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$234.8K
34,628
-1%
增持
VTI
VANGUARD INDEX FDS
+$233.1K
9,395
+0%
清仓
PFE
PFIZER INC
-$227.2K
0
-100%
增持
ENPH
ENPHASE ENERGY INC
+$224.4K
6,052
+26%
增持
IAU
ISHARES GOLD TR
+$223.6K
53,230
+0%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$221.7K
0
-100%
减持
BIL
SPDR SER TR
-$220.8K
4,014
-37%
建仓
ESAB
ESAB CORPORATION
+$218.5K
2,523
增持
IUSG
ISHARES TR
+$206.8K
19,382
+1%
减持
COP
CONOCOPHILLIPS
-$205.0K
24,778
-4%
建仓
QQQ
INVESCO QQQ TR
+$201.9K
493
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$200.7K
12,107
-6%
建仓
TDG
TRANSDIGM GROUP INC
+$200.3K
198
减持
UAPR
INNOVATOR ETFS TR
-$195.5K
49,148
-18%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
+$189.6K
15,927
-0%
减持
SHY
ISHARES TR
-$175.2K
25,205
-9%
减持
—
EXXON MOBIL CORP
-$175.2K
9,867
-0%
增持
IUSV
ISHARES TR
+$171.2K
17,513
+0%
增持
—
SUPER MICRO COMPUTER INC
+$164.0K
2,376
+27%
减持
COR
CENCORA INC
+$154.1K
8,982
-4%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$131.9K
6,174
-10%
减持
ESGD
ISHARES TR
+$128.5K
27,233
-2%
增持
GE
GENERAL ELECTRIC CO
+$120.2K
6,017
+3%
减持
TSLA
TESLA INC
-$116.0K
13,162
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
+$115.9K
25,549
-1%
减持
INTC
INTEL CORP
+$115.0K
8,670
-4%
减持
DGX
QUEST DIAGNOSTICS INC
+$110.7K
10,754
-4%
增持
GOOGL
ALPHABET INC
+$107.0K
5,586
+9%
增持
GOOG
ALPHABET INC
+$105.3K
4,340
+13%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$105.2K
27,660
-7%
建仓
VCV
INVESCO CALIF VALUE MUN INCO
+$100.9K
10,300
增持
MS
MORGAN STANLEY
+$98.6K
7,105
+3%
清仓
—
PIMCO CALIF MUN INCOME FD II
-$91.8K
0
-100%
增持
XPO
XPO INC
+$90.3K
6,801
+0%
减持
MA
MASTERCARD INCORPORATED
+$86.3K
4,515
-3%
增持
UNP
UNION PAC CORP
+$85.7K
1,717
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$84.5K
3,652
+5%
减持
RTX
RTX CORPORATION
+$79.1K
7,260
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$72.7K
14,180
+33%
增持
VTEB
VANGUARD MUN BD FDS
+$72.2K
21,112
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$62.2K
924
-18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$61.7K
2,680
-0%
减持
GGG
GRACO INC
+$61.4K
4,742
-1%
减持
—
DISCOVER FINL SVCS
+$60.5K
2,443
-1%
减持
BA
BOEING CO
+$60.3K
1,936
-16%
增持
ERIE
ERIE INDTY CO
+$60.2K
1,350
+1%
增持
ACLS
AXCELIS TECHNOLOGIES INC
+$58.1K
3,812
+42%
增持
PCG
PG&E CORP
+$57.4K
20,109
+6%
减持
BIV
VANGUARD BD INDEX FDS
-$55.7K
23,963
-8%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$54.0K
22,602
-9%
增持
FCAL
FIRST TR EXCH TRADED FD III
+$53.7K
12,370
+4%
减持
CRM
SALESFORCE INC
+$49.3K
7,345
-21%
增持
CEG
CONSTELLATION ENERGY CORP
+$47.5K
3,814
+4%
增持
ADSK
AUTODESK INC
+$45.1K
1,035
+4%
增持
NUE
NUCOR CORP
+$42.5K
1,722
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$40.9K
428
-19%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$40.5K
30,290
-10%
增持
IVV
ISHARES TR
+$39.8K
629
+4%
增持
NKE
NIKE INC
+$39.6K
3,024
+0%
增持
—
RENAISSANCERE HLDGS LTD
+$34.9K
1,812
+12%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$34.6K
13,545
-13%
增持
HON
HONEYWELL INTL INC
+$33.1K
1,320
+0%
增持
SLQT
SELECTQUOTE INC
+$31.5K
40,500
+98%
增持
MRK
MERCK & CO INC
+$29.2K
2,948
+4%
减持
BAC
BANK AMERICA CORP
+$28.2K
6,992
-8%
增持
CSCO
CISCO SYS INC
-$23.9K
7,423
+0%
减持
XLV
SELECT SECTOR SPDR TR
-$23.9K
1,505
-15%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$23.5K
286
+3%
增持
SCHV
SCHWAB STRATEGIC TR
+$22.3K
3,789
+0%
减持
ESGE
ISHARES INC
-$21.9K
15,196
-10%
增持
AZO
AUTOZONE INC
+$18.8K
133
+4%
增持
KO
COCA COLA CO
+$18.0K
5,890
+0%
减持
DECK
DECKERS OUTDOOR CORP
+$17.1K
3,828
-23%
增持
TJX
TJX COS INC NEW
+$14.8K
2,943
+0%
减持
VUSB
VANGUARD BD INDEX FDS
-$13.7K
24,695
-2%
增持
—
CALAMP CORP
+$13.5K
222,500
+113%
减持
AMGN
AMGEN INC
-$13.5K
697
-13%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$12.3K
3,928
+0%
减持
REGL
PROSHARES TR
-$6.6K
3,923
-11%
减持
JNJ
JOHNSON & JOHNSON
-$4.3K
4,494
-1%
减持
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$3.5K
13,000
-13%
增持
PEP
PEPSICO INC
+$2.0K
1,292
+1%
增持
WMT
WALMART INC
+$1.0K
1,450
+2%
