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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 144 项
建仓 21
增持 49
减持 51
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$5.8M
101,897
+57%
减持
DIVI
FRANKLIN TEMPLETON ETF TR
-$4.6M
390,582
-21%
增持
AAPL
APPLE INC
+$3.7M
174,652
+2%
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
PLD
PROLOGIS INC.
-$3.5M
0
-100%
建仓
LOW
LOWES COS INC
+$3.4M
13,839
减持
EYLD
CAMBRIA ETF TR
-$2.4M
210,421
-19%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$2.1M
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.0M
33,344
建仓
ANET
ARISTA NETWORKS INC
+$1.9M
17,329
清仓
EMN
EASTMAN CHEM CO
-$1.8M
0
-100%
建仓
—
CARNIVAL CORP
+$1.8M
73,073
减持
MA
MASTERCARD INCORPORATED
-$1.8M
4,436
-47%
建仓
NRG
NRG ENERGY INC
+$1.7M
18,908
清仓
CLS
CELESTICA INC
-$1.7M
0
-100%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$1.6M
11,976
-58%
建仓
MO
ALTRIA GROUP INC
+$1.6M
29,951
清仓
NVO
NOVO-NORDISK A S
-$1.5M
0
-100%
减持
PGR
PROGRESSIVE CORP
-$1.4M
2,723
-67%
清仓
REGN
REGENERON PHARMACEUTICALS
-$1.4M
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$1.4M
0
-100%
建仓
GDDY
GODADDY INC
+$1.3M
6,785
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$1.3M
24,036
清仓
ELV
ELEVANCE HEALTH INC
-$1.3M
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$991.1K
0
-100%
建仓
SUB
ISHARES TR
+$900.9K
8,541
清仓
APO
APOLLO GLOBAL MGMT INC
-$889.6K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
+$735.0K
395,774
+300%
建仓
VSXY
VICTORIAS SECRET AND CO
+$713.0K
17,213
清仓
ERIE
ERIE INDTY CO
-$706.6K
0
-100%
减持
DHR
DANAHER CORPORATION
-$703.0K
12,726
-2%
减持
TSLA
TESLA INC
-$682.1K
6,514
-49%
减持
LLY
ELI LILLY & CO
-$661.4K
362
-66%
建仓
UAL
UNITED AIRLS HLDGS INC
+$643.9K
6,631
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$626.2K
1,763
+18%
建仓
AFRM
AFFIRM HLDGS INC
+$585.4K
9,612
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$559.4K
3,039
清仓
MHK
MOHAWK INDS INC
-$511.9K
0
-100%
减持
NFLX
NETFLIX INC
+$497.0K
2,734
-0%
清仓
—
ARISTA NETWORKS INC
-$489.4K
0
-100%
增持
DIS
DISNEY WALT CO
+$485.4K
28,748
+2%
清仓
UWMC
UWM HOLDINGS CORPORATION
-$453.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$444.3K
15,452
-0%
清仓
—
SUPER MICRO COMPUTER INC
-$425.6K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$423.3K
6,997
清仓
MPT
MEDICAL PPTYS TRUST INC
-$334.8K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
+$333.8K
4,326
-0%
建仓
ALK
ALASKA AIR GROUP INC
+$321.5K
4,966
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$314.8K
11,139
-21%
减持
BA
BOEING CO
+$300.2K
12,636
-1%
增持
AMZN
AMAZON COM INC
+$279.2K
8,100
+1%
减持
MGC
VANGUARD WORLD FD
+$274.9K
46,314
-0%
减持
STM
STMICROELECTRONICS N V
-$270.4K
21,200
-21%
减持
V
VISA INC
+$270.1K
6,601
-0%
减持
LVS
LAS VEGAS SANDS CORP
-$265.6K
25,900
-18%
减持
STZ
CONSTELLATION BRANDS INC
-$260.7K
7,008
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$255.5K
12,094
-5%
清仓
NUE
NUCOR CORP
-$253.8K
0
-100%
减持
NU
NU HLDGS LTD
-$244.3K
11,000
-58%
清仓
LMT
LOCKHEED MARTIN CORP
-$237.9K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$234.2K
394
增持
VB
VANGUARD INDEX FDS
+$230.3K
33,213
+2%
清仓
NKE
NIKE INC
-$226.2K
0
-100%
建仓
AVGO
BROADCOM INC
+$223.0K
962
清仓
AMGN
AMGEN INC
-$222.3K
0
-100%
减持
LSCC
LATTICE SEMICONDUCTOR CORP
-$217.9K
10,300
-32%
清仓
PEP
PEPSICO INC
-$217.0K
0
-100%
建仓
EMR
EMERSON ELEC CO
+$214.5K
1,731
减持
ESGD
ISHARES TR
-$213.7K
25,350
-0%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$210.9K
1,068
增持
ANSS
ANSYS INC
+$208.7K
10,904
+0%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$206.5K
3,651
清仓
TGT
TARGET CORP
-$206.0K
0
-100%
清仓
PFE
PFIZER INC
-$202.2K
0
-100%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$186.8K
10,700
-2%
减持
XPO
XPO INC
+$161.5K
6,936
-0%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$157.0K
34,389
-5%
增持
NWL
NEWELL BRANDS INC
+$141.0K
58,514
+2%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$139.7K
13,017
-4%
减持
BSX
BOSTON SCIENTIFIC CORP
+$138.2K
25,372
-0%
减持
PG
PROCTER AND GAMBLE CO
-$133.9K
4,957
-11%
减持
IUSG
ISHARES TR
+$133.5K
18,277
-0%
增持
GOOGL
ALPHABET INC
+$131.2K
5,423
+0%
减持
COST
COSTCO WHSL CORP NEW
+$126.8K
4,377
-0%
减持
MCD
MCDONALDS CORP
-$119.4K
1,502
-18%
增持
GE
GE AEROSPACE
-$115.2K
5,608
+1%
增持
IJH
ISHARES TR
+$112.6K
10,093
+22%
减持
NDAQ
NASDAQ INC
+$109.1K
25,674
-0%
减持
NEE
NEXTERA ENERGY INC
-$106.9K
5,936
-6%
增持
GEV
GE VERNOVA INC
+$106.6K
1,372
+1%
增持
VO
VANGUARD INDEX FDS
+$103.5K
46,801
+1%
增持
ABNB
AIRBNB INC
+$98.2K
16,874
+1%
增持
HRB
BLOCK H & R INC
-$87.4K
8,854
+1%
增持
FLOT
ISHARES TR
+$83.3K
23,901
+8%
减持
ISRG
INTUITIVE SURGICAL INC
+$80.9K
4,286
-2%
减持
EOG
EOG RES INC
-$80.1K
25,752
-2%
增持
VTI
VANGUARD INDEX FDS
+$79.9K
9,491
+1%
增持
DFCA
DIMENSIONAL ETF TRUST
+$73.5K
39,362
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$70.3K
21,007
+0%
增持
Z
ZILLOW GROUP INC
+$69.0K
4,804
+7%
减持
CEG
CONSTELLATION ENERGY CORP
-$66.7K
1,279
-6%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$64.8K
41,683
+4%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$61.9K
10,927
-9%
增持
DGRO
ISHARES TR
-$61.6K
134,226
+1%
减持
ESGE
ISHARES INC
-$58.8K
13,341
-4%
增持
PANW
PALO ALTO NETWORKS INC
-$52.5K
3,720
+74%
增持
DBMF
LITMAN GREGORY FDS TR
+$52.5K
60,796
+11%
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$52.2K
38,493
-4%
增持
—
EXXON MOBIL CORP
-$52.1K
10,254
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$52.0K
10,693
+0%
减持
IUSV
ISHARES TR
-$51.4K
17,349
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$50.7K
24,568
-3%
增持
SBUX
STARBUCKS CORP
-$50.6K
8,361
+0%
减持
DGX
QUEST DIAGNOSTICS INC
-$48.0K
10,694
-0%
减持
MRK
MERCK & CO INC
-$45.3K
2,910
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$41.2K
4,981
-0%
减持
META
META PLATFORMS INC
-$38.6K
2,040
-5%
增持
CSCO
CISCO SYS INC
+$38.5K
6,423
+0%
减持
WMT
WALMART INC
-$37.0K
3,478
-20%
增持
IEF
ISHARES TR
-$36.6K
7,911
+1%
增持
KO
COCA COLA CO
-$36.5K
3,876
+0%
增持
—
RENAISSANCERE HLDGS LTD
-$35.7K
1,826
+2%
增持
EDV
VANGUARD WORLD FD
-$33.0K
2,963
+1%
增持
INSP
INSPIRE MED SYS INC
-$31.6K
2,137
+5%
减持
BIL
SPDR SER TR
-$29.6K
2,976
-9%
增持
HON
HONEYWELL INTL INC
+$26.3K
1,363
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$26.1K
43,880
+6%
增持
TDG
TRANSDIGM GROUP INC
-$25.9K
198
+2%
增持
SHY
ISHARES TR
+$25.4K
17,476
+3%
增持
IAU
ISHARES GOLD TR
+$20.2K
87,665
+1%
增持
PCG
PG&E CORP
+$19.4K
20,392
+3%
减持
VUSB
VANGUARD BD INDEX FDS
-$15.4K
21,373
-1%
增持
VBR
VANGUARD INDEX FDS
-$14.9K
19,461
+1%
建仓
—
FUBOTV INC
+$12.6K
10,000
减持
FAST
FASTENAL CO
+$11.5K
25,915
-0%
增持
FALN
ISHARES TR
-$11.4K
30,510
+1%
增持
WAL
WESTERN ALLIANCE BANCORP
-$10.7K
4,872
+1%
增持
AZO
AUTOZONE INC
+$10.0K
132
+1%
增持
TJX
TJX COS INC NEW
+$9.9K
2,954
+0%
增持
SCHV
SCHWAB STRATEGIC TR
-$8.2K
11,322
+200%
减持
COR
CENCORA INC
-$8.1K
8,902
-0%
增持
CALI
BLACKROCK ETF TRUST II
+$7.8K
11,531
+2%
减持
ADSK
AUTODESK INC
-$5.8K
945
-9%
增持
SHYG
ISHARES TR
-$5.3K
28,451
+1%
增持
—
FRONTIER COMMUNICATIONS PARE
+$258
10,819
+2%
