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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 136 项
建仓 16
增持 66
减持 37
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
ISRG
INTUITIVE SURGICAL INC
+$3.8M
8,502
建仓
EOG
EOG RES INC
+$3.3M
26,374
建仓
PWR
QUANTA SVCS INC
+$3.3M
12,972
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
NVDA
NVIDIA CORPORATION
+$3.2M
95,363
+903%
减持
—
ARISTA NETWORKS INC
-$3.2M
1,276
-90%
清仓
COP
CONOCOPHILLIPS
-$3.1M
0
-100%
建仓
NDAQ
NASDAQ INC
+$3.0M
50,200
减持
AAPL
APPLE INC
+$2.5M
72,707
-3%
清仓
CRM
SALESFORCE INC
-$2.2M
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$2.0M
4,336
增持
NVO
NOVO-NORDISK A S
+$1.9M
18,331
+222%
清仓
MDB
MONGODB INC
-$1.4M
0
-100%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$1.4M
0
-100%
建仓
NRG
NRG ENERGY INC
+$1.2M
14,844
增持
TDG
TRANSDIGM GROUP INC
+$1.1M
1,024
+433%
建仓
KKR
KKR & CO INC
+$1.1M
10,027
建仓
EMN
EASTMAN CHEM CO
+$1.0M
10,614
减持
META
META PLATFORMS INC
-$977.1K
2,234
-48%
建仓
APO
APOLLO GLOBAL MGMT INC
+$932.6K
7,899
增持
SCHG
SCHWAB STRATEGIC TR
+$882.6K
94,480
+1%
增持
MGC
VANGUARD WORLD FD
+$770.0K
43,978
+4%
清仓
NOW
SERVICENOW INC
-$677.0K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$598.0K
43,710
+75%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$545.1K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
+$524.4K
4,498
-0%
清仓
—
ASTRAZENECA PLC
-$510.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$453.1K
14,938
+11%
增持
EYLD
CAMBRIA ETF TR
+$448.1K
247,393
+3%
建仓
ICE
INTERCONTINENTAL EXCHANGE IN
+$445.6K
3,255
清仓
GGG
GRACO INC
-$443.2K
0
-100%
清仓
LYFT
LYFT INC
-$440.2K
0
-100%
建仓
AR
ANTERO RESOURCES CORP
+$418.3K
12,820
增持
IAU
ISHARES GOLD TR
+$417.6K
82,380
+8%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$404.8K
0
-100%
建仓
WOOF
PETCO HEALTH & WELLNESS CO I
+$376.9K
99,705
减持
FAST
FASTENAL CO
-$376.5K
25,976
-0%
增持
APH
AMPHENOL CORP NEW
+$374.5K
39,244
+99%
清仓
QQQ
INVESCO QQQ TR
-$371.6K
0
-100%
增持
DIS
DISNEY WALT CO
-$363.8K
24,335
+7%
增持
DFCA
DIMENSIONAL ETF TRUST
+$338.7K
21,607
+47%
建仓
—
EATON CORP PLC
+$322.3K
1,028
减持
ANSS
ANSYS INC
-$312.9K
10,935
-1%
增持
TSLA
TESLA INC
+$312.5K
12,699
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$297.6K
40,202
+20%
增持
VO
VANGUARD INDEX FDS
-$288.7K
44,351
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$283.6K
39,940
+10%
清仓
BIV
VANGUARD BD INDEX FDS
-$282.9K
0
-100%
清仓
ESAB
ESAB CORPORATION
-$276.9K
0
-100%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$252.5K
28,594
-1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$228.1K
28,475
-14%
清仓
TGT
TARGET CORP
-$225.3K
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$224.3K
4,472
-0%
建仓
AMGN
AMGEN INC
+$217.8K
697
建仓
EDV
VANGUARD WORLD FD
+$211.7K
2,884
建仓
GEV
GE VERNOVA INC
+$209.9K
1,224
清仓
—
TRANE TECHNOLOGIES PLC
-$207.1K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
+$206.2K
25,394
-1%
减持
GE
GE AEROSPACE
-$206.1K
5,083
-12%
增持
FLOT
ISHARES TR
+$200.3K
21,266
+23%
减持
MA
MASTERCARD INCORPORATED
-$186.6K
4,498
-0%
增持
GOOGL
ALPHABET INC
+$184.6K
5,393
+2%
增持
GOOG
ALPHABET INC
+$183.7K
3,941
+11%
增持
SHYG
ISHARES TR
+$175.7K
27,265
+19%
增持
IJH
ISHARES TR
+$165.1K
6,857
+76%
减持
COR
CENCORA INC
-$164.4K
8,936
-0%
增持
FXR
FIRST TR EXCHANGE TRADED FD
-$159.3K
36,007
+1%
增持
FXD
FIRST TR EXCHANGE TRADED FD
-$158.4K
39,848
+1%
清仓
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
-$151.2K
0
-100%
增持
ENPH
ENPHASE ENERGY INC
-$127.2K
6,360
+1%
减持
IUSG
ISHARES TR
+$121.7K
18,326
-3%
减持
INTC
INTEL CORP
-$118.1K
8,611
-1%
减持
XPO
XPO INC
-$116.2K
6,986
-1%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$114.1K
13,424
+1%
减持
V
VISA INC
-$112.4K
6,566
-0%
减持
GAP
GAP INC
-$108.8K
29,162
-0%
减持
STZ
CONSTELLATION BRANDS INC
-$106.5K
7,058
-0%
增持
FALN
ISHARES TR
+$102.7K
29,336
+18%
增持
SHW
SHERWIN WILLIAMS CO
-$100.7K
3,060
+5%
减持
JNJ
JOHNSON & JOHNSON
-$99.4K
4,184
-7%
增持
LLY
ELI LILLY & CO
+$98.1K
764
+0%
增持
IEF
ISHARES TR
+$96.8K
7,738
+17%
减持
MSFT
MICROSOFT CORP
+$96.1K
4,849
-2%
减持
VUSB
VANGUARD BD INDEX FDS
-$92.5K
22,742
-8%
增持
CALI
BLACKROCK ETF TRUST II
+$86.5K
6,867
+34%
减持
DECK
DECKERS OUTDOOR CORP
+$85.5K
3,767
-0%
增持
PSTG
PURE STORAGE INC
+$84.7K
6,913
+0%
增持
IDEV
ISHARES TR
+$80.7K
6,952
+24%
增持
VTEB
VANGUARD MUN BD FDS
+$79.4K
23,301
+8%
增持
VTI
VANGUARD INDEX FDS
+$78.3K
9,430
+0%
减持
RJF
RAYMOND JAMES FINL INC
-$74.5K
14,632
-0%
增持
VB
VANGUARD INDEX FDS
-$71.3K
31,174
+4%
增持
SHY
ISHARES TR
+$69.6K
16,709
+6%
增持
CEG
CONSTELLATION ENERGY CORP
+$68.3K
3,807
+1%
增持
ABNB
AIRBNB INC
-$67.2K
14,220
+6%
增持
BA
BOEING CO
+$62.4K
2,926
+20%
减持
NKE
NIKE INC
-$57.7K
3,007
-1%
减持
ERIE
ERIE INDTY CO
-$54.8K
1,316
-1%
增持
HRB
BLOCK H & R INC
+$54.2K
8,642
+2%
增持
VBR
VANGUARD INDEX FDS
-$51.9K
18,538
+4%
减持
ESGD
ISHARES TR
-$50.4K
25,470
-1%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
-$49.1K
471,654
+3%
减持
VRT
VERTIV HOLDINGS CO
+$46.7K
9,665
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$46.0K
21,387
+4%
减持
IUSV
ISHARES TR
-$44.6K
17,360
-0%
增持
BAC
BANK AMERICA CORP
+$41.3K
7,704
+10%
增持
DGRO
ISHARES TR
-$41.1K
126,452
+0%
减持
DGX
QUEST DIAGNOSTICS INC
+$38.3K
10,719
-0%
清仓
—
CALAMP CORP
-$34.1K
0
-100%
减持
BIL
SPDR SER TR
-$33.7K
3,556
-9%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$33.5K
14,027
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$32.0K
2,719
+3%
增持
CSX
CSX CORP
-$30.6K
11,524
+3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$26.4K
5,850
+4900%
增持
TJX
TJX COS INC NEW
+$25.9K
2,948
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$25.3K
15,976
-0%
增持
AFL
AFLAC INC
+$21.7K
3,377
+4%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$19.8K
13,446
+0%
增持
—
RENAISSANCERE HLDGS LTD
-$19.7K
1,791
+0%
增持
HON
HONEYWELL INTL INC
+$19.6K
1,362
+3%
增持
—
TECHNIPFMC PLC
+$17.9K
14,894
+1%
减持
MS
MORGAN STANLEY
+$17.9K
7,068
-1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$17.0K
12,570
+1%
增持
ALL
ALLSTATE CORP
-$16.9K
1,986
+3%
减持
PEP
PEPSICO INC
-$15.7K
1,276
-1%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$15.5K
285
+0%
增持
PCG
PG&E CORP
+$14.8K
19,731
+0%
增持
CSCO
CISCO SYS INC
-$14.0K
6,457
+0%
增持
IVV
ISHARES TR
+$13.8K
633
+0%
减持
—
EXXON MOBIL CORP
-$11.6K
9,857
-0%
增持
KO
COCA COLA CO
+$10.9K
4,295
+0%
增持
RVTY
REVVITY INC
+$10.5K
4,767
+2%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$9.9K
12,124
-1%
增持
CVX
CHEVRON CORP NEW
+$7.5K
12,267
+1%
增持
PGR
PROGRESSIVE CORP
+$3.4K
2,708
+0%
减持
SLQT
SELECTQUOTE INC
-$1.1K
36,200
-28%
增持
VZ
VERIZON COMMUNICATIONS INC
+$973
10,304
+2%
