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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 143 项
建仓 27
增持 56
减持 45
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$24.7M
171,691
+136%
减持
NVDA
NVIDIA CORPORATION
-$3.9M
65,018
-32%
建仓
DHR
DANAHER CORPORATION
+$3.6M
13,036
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
PLD
PROLOGIS INC.
+$3.5M
27,796
减持
DECK
DECKERS OUTDOOR CORP
-$3.4M
1,650
-56%
清仓
PWR
QUANTA SVCS INC
-$3.3M
0
-100%
清仓
APH
AMPHENOL CORP NEW
-$2.6M
0
-100%
清仓
—
LAM RESEARCH CORP
-$2.3M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$2.1M
8,335
+85%
建仓
NFLX
NETFLIX INC
+$1.9M
2,735
清仓
RJF
RAYMOND JAMES FINL INC
-$1.8M
0
-100%
建仓
CLS
CELESTICA INC
+$1.7M
32,300
减持
ISRG
INTUITIVE SURGICAL INC
-$1.6M
4,389
-48%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.6M
491,761
+4%
增持
VO
VANGUARD INDEX FDS
+$1.5M
46,462
+5%
增持
PGR
PROGRESSIVE CORP
+$1.5M
8,198
+203%
增持
BA
BOEING CO
+$1.4M
12,736
+335%
建仓
REGN
REGENERON PHARMACEUTICALS
+$1.4M
1,334
建仓
UHS
UNIVERSAL HLTH SVCS INC
+$1.4M
6,123
减持
AMZN
AMAZON COM INC
-$1.4M
8,039
-46%
建仓
ELV
ELEVANCE HEALTH INC
+$1.3M
2,465
清仓
NRG
NRG ENERGY INC
-$1.2M
0
-100%
减持
NDAQ
NASDAQ INC
-$1.1M
25,692
-49%
减持
NVO
NOVO-NORDISK A S
-$1.1M
12,620
-31%
清仓
KKR
KKR & CO INC
-$1.1M
0
-100%
减持
TDG
TRANSDIGM GROUP INC
-$1.0M
194
-81%
增持
DGRO
ISHARES TR
+$1.0M
132,318
+5%
建仓
MELI
MERCADOLIBRE INC
+$991.1K
483
增持
VB
VANGUARD INDEX FDS
+$952.9K
32,672
+5%
增持
MGC
VANGUARD WORLD FD
+$897.8K
46,333
+5%
清仓
VRT
VERTIV HOLDINGS CO
-$836.7K
0
-100%
增持
DFCA
DIMENSIONAL ETF TRUST
+$814.5K
37,422
+73%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$813.4K
4,995
+37%
增持
EMN
EASTMAN CHEM CO
+$800.7K
16,441
+55%
减持
TSLA
TESLA INC
+$799.9K
12,662
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$767.8K
98,821
+5%
建仓
PANW
PALO ALTO NETWORKS INC
+$729.4K
2,134
增持
IAU
ISHARES GOLD TR
+$701.1K
86,923
+6%
清仓
GAP
GAP INC
-$696.7K
0
-100%
建仓
MHK
MOHAWK INDS INC
+$511.9K
3,186
增持
EYLD
CAMBRIA ETF TR
+$500.0K
260,486
+5%
增持
VBR
VANGUARD INDEX FDS
+$488.2K
19,284
+4%
建仓
UWMC
UWM HOLDINGS CORPORATION
+$453.3K
53,207
清仓
PSTG
PURE STORAGE INC
-$443.9K
0
-100%
建仓
NWL
NEWELL BRANDS INC
+$441.8K
57,523
建仓
INSP
INSPIRE MED SYS INC
+$427.8K
2,027
建仓
—
SUPER MICRO COMPUTER INC
+$425.6K
1,022
清仓
AR
ANTERO RESOURCES CORP
-$418.3K
0
-100%
建仓
WAL
WESTERN ALLIANCE BANCORP
+$417.7K
4,829
减持
CEG
CONSTELLATION ENERGY CORP
-$409.6K
1,357
-64%
清仓
—
TECHNIPFMC PLC
-$389.5K
0
-100%
清仓
WOOF
PETCO HEALTH & WELLNESS CO I
-$376.9K
0
-100%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$375.2K
10,559
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$366.5K
0
-100%
建仓
NU
NU HLDGS LTD
+$358.2K
26,243
建仓
MPT
MEDICAL PPTYS TRUST INC
+$334.8K
57,225
增持
DIS
DISNEY WALT CO
+$299.5K
28,233
+16%
建仓
Z
ZILLOW GROUP INC
+$286.8K
4,491
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$279.0K
36,030
+0%
建仓
QQQ
INVESCO QQQ TR
+$269.9K
553
清仓
INTC
INTEL CORP
-$266.7K
0
-100%
增持
SHW
SHERWIN WILLIAMS CO
+$263.5K
3,083
+1%
增持
LLY
ELI LILLY & CO
+$249.2K
1,062
+39%
增持
GE
GE AEROSPACE
+$242.6K
5,571
+10%
建仓
LMT
LOCKHEED MARTIN CORP
+$237.9K
407
建仓
—
TRANE TECHNOLOGIES PLC
+$236.0K
607
减持
ERIE
ERIE INDTY CO
+$229.7K
1,309
-1%
增持
CALI
BLACKROCK ETF TRUST II
+$226.0K
11,300
+65%
增持
DBMF
LITMAN GREGORY FDS TR
+$224.0K
54,673
+25%
增持
NEE
NEXTERA ENERGY INC
+$221.2K
6,299
+43%
减持
FAST
FASTENAL CO
+$219.7K
25,932
-0%
建仓
PNW
PINNACLE WEST CAP CORP
+$219.4K
2,477
建仓
TGT
TARGET CORP
+$206.0K
1,322
建仓
PFE
PFIZER INC
+$202.2K
6,988
清仓
EMR
EMERSON ELEC CO
-$201.7K
0
-100%
减持
DGX
QUEST DIAGNOSTICS INC
+$194.1K
10,701
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$182.1K
4,329
-0%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$177.1K
1,671
-49%
增持
MSFT
MICROSOFT CORP
+$172.4K
5,438
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$172.3K
14,183
+1%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$170.7K
28,781
+1%
减持
SBUX
STARBUCKS CORP
+$160.7K
8,345
-0%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$152.7K
40,132
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$148.9K
25,388
-11%
增持
VTI
VANGUARD INDEX FDS
+$148.2K
9,432
+0%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$147.3K
1,496
-7%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$138.2K
41,589
+3%
增持
GEV
GE VERNOVA INC
+$134.8K
1,352
+10%
建仓
MUJ
BLACKROCK MUNIHLDGS NJ QLTY
+$121.3K
10,000
增持
IJH
ISHARES TR
+$115.0K
8,285
+21%
增持
IDEV
ISHARES TR
+$113.9K
8,051
+16%
减持
CVX
CHEVRON CORP NEW
-$113.7K
12,257
-0%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$109.3K
12,677
+1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$108.8K
2,619
-4%
减持
META
META PLATFORMS INC
+$106.6K
2,154
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$100.5K
40,127
+0%
增持
V
VISA INC
+$92.7K
6,605
+1%
减持
RTX
RTX CORPORATION
+$91.5K
6,771
-7%
增持
—
RENAISSANCERE HLDGS LTD
+$89.7K
1,799
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$88.2K
1,253
+8%
增持
GOOGL
ALPHABET INC
-$87.0K
5,398
+0%
增持
HRB
BLOCK H & R INC
+$86.6K
8,737
+1%
减持
EOG
EOG RES INC
-$82.9K
26,330
-0%
增持
AFL
AFLAC INC
+$78.0K
3,395
+1%
减持
IUSG
ISHARES TR
+$77.2K
18,296
-0%
增持
NUSC
NUSHARES ETF TR
+$68.4K
15,272
+3%
增持
SHYG
ISHARES TR
+$67.0K
28,042
+3%
减持
HD
HOME DEPOT INC
+$65.6K
2,205
-8%
增持
GOOG
ALPHABET INC
-$63.6K
3,943
+0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$61.5K
13,396
-0%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$60.2K
13,541
+1%
减持
COST
COSTCO WHSL CORP NEW
+$59.8K
4,380
-3%
增持
FALN
ISHARES TR
+$58.0K
30,225
+3%
增持
SUSA
ISHARES TR
+$55.2K
5,178
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$54.7K
10,679
+4%
减持
VUSB
VANGUARD BD INDEX FDS
-$50.2K
21,545
-5%
减持
NOC
NORTHROP GRUMMAN CORP
-$49.4K
669
-28%
增持
PCG
PG&E CORP
+$47.6K
19,832
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
+$47.0K
20,973
-2%
建仓
SOUN
SOUNDHOUND AI INC
+$46.6K
10,000
增持
FLOT
ISHARES TR
+$46.3K
22,194
+4%
减持
ANSS
ANSYS INC
-$46.0K
10,889
-0%
增持
IEF
ISHARES TR
+$43.3K
7,827
+1%
减持
APO
APOLLO GLOBAL MGMT INC
-$43.0K
7,122
-10%
增持
SHY
ISHARES TR
+$43.0K
16,925
+1%
减持
—
ARISTA NETWORKS INC
+$42.2K
1,275
-0%
增持
ABNB
AIRBNB INC
-$36.9K
16,712
+18%
减持
CSCO
CISCO SYS INC
+$35.0K
6,421
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$28.4K
15,459
-3%
减持
BIL
SPDR SER TR
-$24.7K
3,286
-8%
增持
TJX
TJX COS INC NEW
+$22.2K
2,951
+0%
增持
EDV
VANGUARD WORLD FD
+$21.9K
2,932
+2%
减持
—
EXXON MOBIL CORP
+$20.3K
9,854
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$18.1K
4,468
-0%
增持
SLQT
SELECTQUOTE INC
-$12.0K
40,500
+12%
减持
XPO
XPO INC
+$6.6K
6,959
-0%
减持
STZ
CONSTELLATION BRANDS INC
-$6.4K
7,022
-1%
减持
COR
CENCORA INC
-$5.1K
8,922
-0%
减持
AMGN
AMGEN INC
+$4.5K
690
-1%
减持
KO
COCA COLA CO
+$4.5K
3,867
-10%
减持
ESGE
ISHARES INC
+$3.4K
13,850
-7%
减持
FCAL
FIRST TR EXCH TRADED FD III
+$977
11,984
-1%
减持
NKE
NIKE INC
-$422
2,559
-15%
