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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 27
增持 29
减持 64
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$6.6M
167,132
-4%
减持
NVDA
NVIDIA CORPORATION
-$5.6M
74,214
-27%
建仓
COM
DIREXION SHS ETF TR
+$4.3M
147,106
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
MCD
MCDONALDS CORP
+$4.1M
14,444
+862%
清仓
LOW
LOWES COS INC
-$3.4M
0
-100%
清仓
DHR
DANAHER CORPORATION
-$2.9M
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$2.5M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$2.5M
0
-100%
建仓
MCK
MCKESSON CORP
+$2.3M
3,476
建仓
CME
CME GROUP INC
+$2.3M
8,626
清仓
ISRG
INTUITIVE SURGICAL INC
-$2.2M
0
-100%
建仓
INTC
INTEL CORP
+$2.2M
96,211
建仓
MKC
MCCORMICK & CO INC
+$2.0M
24,500
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$2.0M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
33,259
+199%
建仓
LNG
CHENIERE ENERGY INC
+$2.0M
8,479
减持
BA
BOEING CO
-$1.8M
2,336
-82%
建仓
OKE
ONEOK INC NEW
+$1.8M
17,900
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.8M
5,329
-56%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.7M
413,081
+6%
增持
AXON
AXON ENTERPRISE INC
+$1.7M
3,754
+853%
清仓
MO
ALTRIA GROUP INC
-$1.6M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.5M
0
-100%
增持
GEV
GE VERNOVA INC
+$1.5M
6,436
+369%
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.4M
16,259
-53%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
385,711
-3%
清仓
GDDY
GODADDY INC
-$1.3M
0
-100%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.3M
6,745
-48%
减持
TSLA
TESLA INC
-$1.3M
5,228
-20%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$1.1M
27,227
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$1.0M
0
-100%
清仓
XPO
XPO INC
-$909.7K
0
-100%
减持
META
META PLATFORMS INC
-$854.4K
590
-71%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
建仓
CVS
CVS HEALTH CORP
+$787.7K
11,626
清仓
VSXY
VICTORIAS SECRET AND CO
-$713.0K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$676.9K
0
-100%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$646.8K
107,266
清仓
UAL
UNITED AIRLS HLDGS INC
-$643.9K
0
-100%
建仓
EXC
EXELON CORP
+$642.8K
13,949
清仓
FCNCA
FIRST CTZNS BANCSHARES INC N
-$602.2K
0
-100%
建仓
NFG
NATIONAL FUEL GAS CO
+$590.4K
7,455
建仓
ED
CONSOLIDATED EDISON INC
+$588.6K
5,322
清仓
AFRM
AFFIRM HLDGS INC
-$585.4K
0
-100%
减持
MGC
VANGUARD WORLD FD
-$583.8K
46,009
-1%
清仓
LSCC
LATTICE SEMICONDUCTOR CORP
-$583.5K
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$582.8K
0
-100%
增持
VB
VANGUARD INDEX FDS
-$581.1K
33,368
+0%
建仓
SSRM
SSR MINING IN
+$574.7K
57,332
建仓
—
UNITED STATES STL CORP NEW
+$572.2K
13,541
建仓
HE
HAWAIIAN ELEC INDUSTRIES
+$547.4K
49,991
建仓
CELH
CELSIUS HLDGS INC
+$505.8K
14,200
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$504.3K
7,749
建仓
RKT
ROCKET COS INC
+$481.9K
39,926
减持
IAU
ISHARES GOLD TR
+$463.9K
81,482
-7%
减持
COR
CENCORA INC
+$456.3K
8,833
-1%
清仓
—
RENAISSANCERE HLDGS LTD
-$454.3K
0
-100%
建仓
NEM
NEWMONT CORP
+$451.8K
9,357
建仓
DOCS
DOXIMITY INC
+$449.7K
7,749
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$443.0K
46,804
+12%
减持
MSFT
MICROSOFT CORP
-$439.5K
4,935
-9%
清仓
DAL
DELTA AIR LINES INC DEL
-$423.3K
0
-100%
清仓
PCG
PG&E CORP
-$411.5K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$407.7K
79,103
+30%
清仓
WAL
WESTERN ALLIANCE BANCORP
-$407.0K
0
-100%
减持
—
CARNIVAL CORP
-$405.1K
72,500
-1%
清仓
INSP
INSPIRE MED SYS INC
-$396.2K
0
-100%
减持
VO
VANGUARD INDEX FDS
-$377.9K
46,337
-1%
减持
DIS
DISNEY WALT CO
-$375.9K
28,625
-0%
增持
QQQ
INVESCO QQQ TR
+$351.7K
1,353
+145%
减持
IUSG
ISHARES TR
-$349.8K
17,289
-5%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$337.1K
1,726
-2%
减持
VBR
VANGUARD INDEX FDS
-$335.5K
18,902
-3%
清仓
DECK
DECKERS OUTDOOR CORP
-$335.1K
0
-100%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$324.9K
49,977
+14%
清仓
ALK
ALASKA AIR GROUP INC
-$321.5K
0
-100%
增持
EYLD
CAMBRIA ETF TR
+$308.6K
217,226
+3%
建仓
PM
PHILIP MORRIS INTL INC
+$308.3K
1,942
清仓
LLY
ELI LILLY & CO
-$279.5K
0
-100%
减持
ANSS
ANSYS INC
-$276.2K
10,747
-1%
减持
AMZN
AMAZON COM INC
-$274.0K
7,900
-2%
减持
CVX
CHEVRON CORP NEW
+$271.2K
12,233
-0%
减持
GOOGL
ALPHABET INC
-$270.5K
4,889
-10%
减持
BSX
BOSTON SCIENTIFIC CORP
+$248.8K
24,931
-2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$247.7K
23,654
+13%
减持
ABNB
AIRBNB INC
-$234.9K
16,596
-2%
清仓
AVGO
BROADCOM INC
-$223.0K
0
-100%
减持
MS
MORGAN STANLEY
-$215.6K
5,768
-18%
建仓
AMGN
AMGEN INC
+$215.0K
690
清仓
EMR
EMERSON ELEC CO
-$214.5K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$210.9K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$207.0K
0
-100%
建仓
ABT
ABBOTT LABS
+$205.2K
1,547
建仓
T
AT&T INC
+$202.3K
7,153
减持
V
VISA INC
+$200.9K
6,526
-1%
建仓
—
AGILON HEALTH INC
+$190.4K
43,968
减持
DGX
QUEST DIAGNOSTICS INC
+$180.7K
10,603
-1%
减持
GE
GE AEROSPACE
+$179.5K
5,570
-1%
增持
SHYG
ISHARES TR
+$168.6K
32,477
+14%
减持
VTI
VANGUARD INDEX FDS
-$165.1K
9,407
-1%
增持
SHY
ISHARES TR
+$163.6K
19,295
+10%
减持
FAST
FASTENAL CO
+$142.4K
25,866
-0%
增持
IEF
ISHARES TR
+$141.3K
9,150
+16%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$137.9K
21,946
-9%
减持
ESGD
ISHARES TR
+$133.7K
25,265
-0%
减持
EOG
EOG RES INC
+$128.8K
25,620
-1%
增持
DGRO
ISHARES TR
+$127.4K
135,332
+1%
减持
COST
COSTCO WHSL CORP NEW
+$124.4K
4,372
-0%
减持
HD
HOME DEPOT INC
-$122.9K
2,005
-9%
增持
—
EXXON MOBIL CORP
+$117.2K
10,260
+0%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
+$116.8K
10,600
-1%
增持
FALN
ISHARES TR
+$115.4K
34,728
+14%
减持
NFLX
NETFLIX INC
+$108.0K
2,729
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.1K
2,746
+5%
减持
ORCL
ORACLE CORP
-$101.2K
3,592
-1%
减持
RTX
RTX CORPORATION
+$97.1K
6,648
-2%
减持
PGR
PROGRESSIVE CORP
+$87.3K
2,614
-4%
增持
FLOT
ISHARES TR
+$80.6K
25,400
+6%
减持
IUSV
ISHARES TR
-$77.3K
16,568
-5%
增持
IJH
ISHARES TR
+$77.1K
12,100
+20%
减持
JNJ
JOHNSON & JOHNSON
+$77.0K
4,113
-2%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$73.8K
22,984
-6%
减持
AZO
AUTOZONE INC
+$73.0K
130
-2%
减持
VUSB
VANGUARD BD INDEX FDS
-$72.6K
19,816
-7%
减持
STM
STMICROELECTRONICS N V
-$70.4K
20,900
-1%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$69.4K
3,034
-0%
减持
MA
MASTERCARD INCORPORATED
+$69.3K
4,388
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$65.0K
10,861
+2%
减持
SBUX
STARBUCKS CORP
-$60.5K
7,161
-14%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$59.7K
9,883
-10%
减持
CEG
CONSTELLATION ENERGY CORP
-$59.3K
1,125
-12%
减持
CSX
CSX CORP
-$53.8K
10,807
-6%
增持
ANET
ARISTA NETWORKS INC
+$53.5K
25,412
+47%
增持
NUSC
NUSHARES ETF TR
-$53.3K
15,292
+0%
减持
ENPH
ENPHASE ENERGY INC
-$44.3K
6,326
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$44.2K
15,280
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$43.8K
1,391
+11%
减持
NDAQ
NASDAQ INC
-$40.8K
25,627
-0%
增持
EDV
VANGUARD WORLD FD
+$40.0K
3,384
+14%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$36.5K
1,655
-1%
减持
ESGE
ISHARES INC
-$35.1K
11,742
-12%
增持
SUSA
ISHARES TR
-$33.3K
5,191
+0%
减持
SLQT
SELECTQUOTE INC
-$32.1K
35,500
-12%
减持
DFCA
DIMENSIONAL ETF TRUST
-$30.3K
39,109
-1%
增持
VGT
VANGUARD WORLD FD
-$27.7K
490
+4%
减持
Z
ZILLOW GROUP INC
-$27.4K
4,789
-0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$26.9K
12,507
-7%
减持
CALI
BLACKROCK ETF TRUST II
-$26.8K
10,954
-5%
增持
HON
HONEYWELL INTL INC
-$19.1K
1,364
+0%
减持
KO
COCA COLA CO
+$15.1K
3,580
-8%
