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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 137 项
建仓 19
增持 36
减持 65
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$5.5M
459,553
+52%
增持
NVDA
NVIDIA CORPORATION
+$4.9M
9,511
+27%
建仓
ANSS
ANSYS INC
+$3.8M
11,028
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
EYLD
CAMBRIA ETF TR
+$3.0M
240,451
+48%
清仓
CELH
CELSIUS HLDGS INC
-$2.4M
0
-100%
建仓
META
META PLATFORMS INC
+$2.1M
4,332
建仓
—
LAM RESEARCH CORP
+$2.1M
2,160
减持
—
TRANE TECHNOLOGIES PLC
-$2.0M
690
-92%
减持
AAPL
APPLE INC
-$2.0M
74,663
-3%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.9M
7,074
减持
MDB
MONGODB INC
-$1.8M
4,000
-50%
增持
DIS
DISNEY WALT CO
+$1.7M
22,720
+86%
增持
VO
VANGUARD INDEX FDS
+$1.7M
44,129
+10%
建仓
LVS
LAS VEGAS SANDS CORP
+$1.6M
31,700
减持
BIV
VANGUARD BD INDEX FDS
-$1.5M
3,752
-84%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$1.5M
33,491
减持
RJF
RAYMOND JAMES FINL INC
-$1.4M
14,664
-50%
清仓
UAPR
INNOVATOR ETFS TR
-$1.3M
0
-100%
增持
DGRO
ISHARES TR
+$1.3M
126,180
+13%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
93,235
+3%
增持
AMZN
AMAZON COM INC
+$1.1M
13,492
+57%
增持
IAU
ISHARES GOLD TR
+$1.1M
76,205
+43%
增持
VB
VANGUARD INDEX FDS
+$1.1M
30,047
+11%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$1.1M
0
-100%
减持
TSLA
TESLA INC
-$1.1M
12,517
-5%
增持
MGC
VANGUARD WORLD FD
+$1.0M
42,310
+4%
减持
DECK
DECKERS OUTDOOR CORP
+$1.0M
3,783
-1%
建仓
SHYG
ISHARES TR
+$974.9K
22,912
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$907.8K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$900.6K
0
-100%
建仓
FLOT
ISHARES TR
+$886.2K
17,356
清仓
NTAP
NETAPP INC
-$867.7K
0
-100%
减持
SHY
ISHARES TR
-$773.1K
15,831
-37%
增持
VBR
VANGUARD INDEX FDS
+$721.2K
17,904
+19%
清仓
RMBS
RAMBUS INC DEL
-$717.5K
0
-100%
建仓
DBMF
LITMAN GREGORY FDS TR
+$715.9K
24,962
清仓
—
SUPER MICRO COMPUTER INC
-$675.4K
0
-100%
减持
—
ARISTA NETWORKS INC
+$670.0K
12,482
-0%
建仓
FALN
ISHARES TR
+$665.6K
24,779
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$662.7K
36,253
+31%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$640.3K
4,478
-27%
建仓
IEF
ISHARES TR
+$627.9K
6,633
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$590.1K
33,007
-26%
清仓
—
UNITED STATES STL CORP NEW
-$549.4K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$545.1K
3,020
清仓
ACLS
AXCELIS TECHNOLOGIES INC
-$494.4K
0
-100%
增持
DFCA
DIMENSIONAL ETF TRUST
+$494.0K
14,746
+200%
减持
JPM
JPMORGAN CHASE & CO
+$480.8K
16,006
-0%
建仓
LYFT
LYFT INC
+$440.2K
22,751
清仓
PLNT
PLANET FITNESS INC
-$410.2K
0
-100%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$364.0K
35,772
+3%
建仓
PSTG
PURE STORAGE INC
+$359.2K
6,909
减持
COR
CENCORA INC
+$333.0K
8,962
-0%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$331.2K
28,749
+3%
减持
VRT
VERTIV HOLDINGS CO
+$321.8K
9,673
-1%
减持
FAST
FASTENAL CO
+$318.8K
26,041
-0%
减持
APH
AMPHENOL CORP NEW
+$315.6K
19,674
-0%
减持
ABNB
AIRBNB INC
-$313.0K
13,478
-28%
清仓
—
MARATHON OIL CORP
-$311.9K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$300.6K
12,478
+3%
减持
COST
COSTCO WHSL CORP NEW
+$290.5K
4,503
-1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$289.1K
39,445
+3%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$283.7K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
+$272.4K
25,542
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$272.2K
13,303
+3%
减持
COP
CONOCOPHILLIPS
+$264.3K
24,672
-0%
增持
XPO
XPO INC
+$262.0K
7,029
+3%
清仓
ABT
ABBOTT LABS
-$260.5K
0
-100%
建仓
CALI
BLACKROCK ETF TRUST II
+$258.2K
5,138
清仓
SRE
SEMPRA
-$252.1K
0
-100%
减持
CEG
CONSTELLATION ENERGY CORP
+$248.3K
3,755
-2%
减持
GE
GENERAL ELECTRIC CO
+$246.3K
5,778
-4%
减持
MA
MASTERCARD INCORPORATED
+$245.2K
4,508
-0%
建仓
IJH
ISHARES TR
+$236.2K
3,889
建仓
TGT
TARGET CORP
+$225.3K
1,272
增持
VTI
VANGUARD INDEX FDS
+$215.7K
9,405
+0%
减持
MSFT
MICROSOFT CORP
+$210.3K
4,923
-1%
建仓
EMR
EMERSON ELEC CO
+$207.7K
1,831
清仓
AMGN
AMGEN INC
-$200.8K
0
-100%
减持
IUSG
ISHARES TR
+$196.8K
18,894
-3%
减持
GAP
GAP INC
+$188.5K
29,237
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$173.6K
20,662
-9%
增持
QQQ
INVESCO QQQ TR
+$169.7K
837
+70%
减持
—
EXXON MOBIL CORP
+$159.9K
9,862
-0%
减持
LLY
ELI LILLY & CO
+$143.6K
763
-1%
减持
PGR
PROGRESSIVE CORP
+$125.0K
2,703
-1%
减持
V
VISA INC
+$120.9K
6,578
-0%
减持
IUSV
ISHARES TR
+$97.7K
17,410
-1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$87.1K
1,602
+200%
减持
KO
COCA COLA CO
-$84.6K
4,290
-27%
减持
ERIE
ERIE INDTY CO
+$79.5K
1,324
-2%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$78.4K
13,987
-1%
减持
GOOG
ALPHABET INC
-$72.5K
3,541
-18%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$70.2K
117
-1%
减持
—
TECHNIPFMC PLC
+$69.9K
14,796
-1%
减持
AZO
AUTOZONE INC
+$69.0K
131
-2%
减持
—
RENAISSANCERE HLDGS LTD
+$64.8K
1,787
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$63.9K
2,630
-2%
增持
IDEV
ISHARES TR
+$60.2K
5,596
+13%
减持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$58.5K
284
-1%
减持
ESAB
ESAB CORPORATION
+$58.3K
2,504
-1%
清仓
—
CALAMP CORP
-$55.8K
0
-100%
减持
CSCO
CISCO SYS INC
-$54.3K
6,426
-13%
减持
DGX
QUEST DIAGNOSTICS INC
-$53.8K
10,735
-0%
增持
INTC
INTEL CORP
-$50.9K
8,712
+0%
减持
ABBV
ABBVIE INC
-$49.7K
3,119
-22%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$48.3K
10,900
-1%
增持
SLQT
SELECTQUOTE INC
+$45.5K
50,500
+25%
增持
NKE
NIKE INC
-$43.9K
3,026
+0%
减持
SUSA
ISHARES TR
+$42.2K
5,055
-0%
增持
REGL
PROSHARES TR
+$38.6K
4,165
+6%
增持
ENPH
ENPHASE ENERGY INC
-$38.4K
6,293
+4%
增持
NUSC
NUSHARES ETF TR
+$38.1K
14,891
+0%
减持
MCD
MCDONALDS CORP
-$36.6K
1,822
-2%
减持
TDG
TRANSDIGM GROUP INC
+$36.2K
192
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$34.9K
1,159
-4%
增持
BA
BOEING CO
-$34.5K
2,436
+26%
减持
NUE
NUCOR CORP
+$34.4K
1,688
-2%
建仓
—
CALAMP CORP
+$34.1K
10,513
增持
WMT
WALMART INC
+$33.1K
4,350
+200%
减持
PCG
PG&E CORP
-$32.8K
19,674
-2%
增持
IVV
ISHARES TR
+$32.0K
632
+0%
减持
UNP
UNION PAC CORP
-$30.2K
1,592
-7%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$25.4K
15,727
-1%
增持
TJX
TJX COS INC NEW
+$22.7K
2,946
+0%
减持
SCHV
SCHWAB STRATEGIC TR
+$21.1K
3,774
-0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$18.4K
13,444
-1%
减持
GOOGL
ALPHABET INC
+$17.5K
5,286
-5%
增持
VTEB
VANGUARD MUN BD FDS
+$10.4K
21,506
+2%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$7.1K
12,292
-1%
减持
BIL
SPDR SER TR
-$6.7K
3,923
-2%
增持
HON
HONEYWELL INTL INC
-$5.7K
1,321
+0%
减持
ESGE
ISHARES INC
-$5.7K
14,939
-2%
减持
VGT
VANGUARD WORLD FD
-$4.7K
472
-9%
减持
HRB
BLOCK H & R INC
+$2.7K
8,439
-1%
减持
VUSB
VANGUARD BD INDEX FDS
-$2.2K
24,595
-0%
减持
ESGD
ISHARES TR
-$298
25,740
-5%
