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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 30
增持 61
减持 34
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
EA
ELECTRONIC ARTS INC
+$4.6M
29,056
建仓
CBRE
CBRE GROUP INC
+$4.5M
31,810
建仓
XEL
XCEL ENERGY INC
+$4.3M
62,479
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
RMD
RESMED INC
+$4.0M
15,614
建仓
DPZ
DOMINOS PIZZA INC
+$4.0M
8,896
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.9M
18,530
+511%
减持
AAPL
APPLE INC
-$3.8M
162,326
-3%
清仓
ANSS
ANSYS INC
-$3.4M
0
-100%
清仓
EOG
EOG RES INC
-$3.3M
0
-100%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$3.2M
468,136
+13%
建仓
ZS
ZSCALER INC
+$3.2M
10,189
增持
LNG
CHENIERE ENERGY INC
+$2.6M
18,594
+119%
增持
SLQT
SELECTQUOTE INC
+$2.4M
1,055,500
+2873%
建仓
EBAY
EBAY INC.
+$2.4M
32,044
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$2.2M
22,392
建仓
EXE
EXPAND ENERGY CORPORATION
+$2.2M
18,596
增持
VO
VANGUARD INDEX FDS
+$2.0M
49,904
+8%
增持
WMT
WALMART INC
+$2.0M
23,433
+552%
清仓
ANET
ARISTA NETWORKS INC
-$2.0M
0
-100%
清仓
NDAQ
NASDAQ INC
-$1.9M
0
-100%
清仓
NRG
NRG ENERGY INC
-$1.8M
0
-100%
减持
GEV
GE VERNOVA INC
-$1.7M
585
-91%
减持
AXON
AXON ENTERPRISE INC
-$1.6M
433
-88%
增持
EYLD
CAMBRIA ETF TR
+$1.6M
234,876
+8%
减持
JPM
JPMORGAN CHASE & CO.
-$1.5M
7,717
-49%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.4M
9,963
-70%
减持
SCHG
SCHWAB STRATEGIC TR
+$1.4M
378,784
-2%
增持
MSFT
MICROSOFT CORP
+$1.4M
6,475
+31%
增持
MGC
VANGUARD WORLD FD
+$1.3M
47,051
+2%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.2M
8,953
+68%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$1.2M
0
-100%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$1.1M
30,180
+86%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$1.1M
52,322
+92%
减持
NFLX
NETFLIX INC
+$1.1M
2,720
-0%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$1.1M
40,261
+83%
增持
VB
VANGUARD INDEX FDS
+$904.9K
35,042
+5%
增持
DIS
DISNEY WALT CO
+$885.0K
29,919
+5%
建仓
CAR
AVIS BUDGET GROUP
+$851.7K
5,038
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$818.3K
14,353
建仓
AVGO
BROADCOM INC
+$815.6K
2,959
建仓
HOOD
ROBINHOOD MKTS INC
+$791.5K
8,454
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$785.8K
1,421
-18%
增持
DGRO
ISHARES TR
+$749.5K
142,482
+5%
清仓
IJH
ISHARES TR
-$706.0K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$704.1K
6,156
建仓
COIN
COINBASE GLOBAL INC
+$702.4K
2,004
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$652.5K
0
-100%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$646.8K
0
-100%
减持
—
CARNIVAL CORP
+$586.2K
71,200
-2%
清仓
—
UNITED STATES STL CORP NEW
-$572.2K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$570.8K
2,683
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$561.3K
7,977
清仓
IDEV
ISHARES TR
-$554.6K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$507.9K
32,984
+44%
建仓
AAP
ADVANCE AUTO PARTS INC
+$506.3K
10,890
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$504.3K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$482.1K
4,664
+7%
清仓
RKT
ROCKET COS INC
-$481.9K
0
-100%
增持
VUSB
VANGUARD BD INDEX FDS
+$476.1K
29,360
+48%
建仓
CERT
CERTARA INC
+$475.3K
40,624
建仓
AMT
AMERICAN TOWER CORP NEW
+$462.8K
2,094
清仓
STM
STMICROELECTRONICS N V
-$459.0K
0
-100%
清仓
DOCS
DOXIMITY INC
-$449.7K
0
-100%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$446.0K
1,847
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$427.0K
8,633
清仓
—
DISCOVER FINL SVCS
-$417.0K
0
-100%
减持
IUSG
ISHARES TR
+$391.0K
17,208
-0%
建仓
SCHW
SCHWAB CHARLES CORP
+$345.0K
3,781
增持
IAU
ISHARES GOLD TR
+$344.1K
82,558
+1%
增持
AMZN
AMAZON COM INC
+$340.7K
8,404
+6%
增持
ABNB
AIRBNB INC
+$333.8K
17,503
+5%
减持
OKE
ONEOK INC NEW
-$331.2K
17,700
-1%
清仓
Z
ZILLOW GROUP INC
-$328.3K
0
-100%
增持
GE
GE AEROSPACE
+$324.6K
5,593
+0%
增持
ORCL
ORACLE CORP
+$305.9K
3,696
+3%
增持
VTI
VANGUARD INDEX FDS
+$300.7K
9,496
+1%
清仓
SCHV
SCHWAB STRATEGIC TR
-$300.2K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$279.0K
88,500
+12%
清仓
BIL
SPDR SER TR
-$269.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$268.8K
12,415
+1%
减持
TSLA
TESLA INC
+$263.9K
5,096
-3%
增持
MCD
MCDONALDS CORP
-$247.1K
14,597
+1%
增持
COM
DIREXION SHS ETF TR
-$246.0K
147,146
+0%
建仓
NKE
NIKE INC
+$245.7K
3,458
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$244.5K
1,080
建仓
VICI
VICI PPTYS INC
+$232.3K
7,126
建仓
EMR
EMERSON ELEC CO
+$230.8K
1,731
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$227.3K
4,993
+0%
建仓
AME
AMETEK INC
+$226.6K
1,252
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$226.1K
49,318
+5%
增持
CELH
CELSIUS HLDGS INC
+$218.2K
15,606
+10%
清仓
UNH
UNITEDHEALTH GROUP INC
-$216.8K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$213.4K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$213.0K
460
建仓
JBL
JABIL INC
+$204.8K
939
清仓
—
TRANE TECHNOLOGIES PLC
-$204.5K
0
-100%
增持
NEM
NEWMONT CORP
+$203.3K
11,243
+20%
增持
GOOGL
ALPHABET INC
+$198.1K
5,414
+11%
清仓
—
AGILON HEALTH INC
-$190.4K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$181.8K
24,200
-1%
减持
ESGD
ISHARES TR
+$173.7K
25,080
-1%
增持
SSRM
SSR MINING IN
+$172.8K
58,552
+2%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$162.1K
6,622
-33%
增持
HD
HOME DEPOT INC
+$152.5K
2,420
+21%
减持
NVDA
NVIDIA CORPORATION
-$151.2K
49,953
-33%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$144.0K
2,805
+2%
增持
MS
MORGAN STANLEY
+$139.9K
5,771
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$139.8K
1,136
+1%
增持
ENPH
ENPHASE ENERGY INC
-$135.5K
6,483
+2%
增持
PM
PHILIP MORRIS INTL INC
+$134.9K
2,433
+25%
减持
VBR
VANGUARD INDEX FDS
+$126.6K
18,706
-1%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$118.1K
24,747
+5%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$112.1K
52,364
+5%
减持
LVS
LAS VEGAS SANDS CORP
+$109.0K
25,500
-2%
减持
QQQ
INVESCO QQQ TR
-$108.7K
953
-30%
增持
SHY
ISHARES TR
+$106.2K
20,546
+6%
增持
GOOG
ALPHABET INC
+$106.0K
4,070
+3%
增持
SHYG
ISHARES TR
+$92.0K
34,144
+5%
减持
COR
CENCORA INC
+$87.0K
8,482
-4%
增持
JNJ
JOHNSON & JOHNSON
+$86.2K
5,030
+22%
清仓
SOUN
SOUNDHOUND AI INC
-$81.2K
0
-100%
减持
V
VISA INC
-$79.4K
6,218
-5%
增持
CSCO
CISCO SYS INC
+$77.3K
6,672
+7%
增持
FALN
ISHARES TR
+$59.7K
36,481
+5%
减持
INTC
INTEL CORP
-$58.9K
94,911
-1%
减持
SUSA
ISHARES TR
+$58.9K
5,169
-0%
减持
META
META PLATFORMS INC
+$58.5K
540
-8%
增持
PG
PROCTER AND GAMBLE CO
+$55.8K
5,571
+14%
增持
BAC
BANK AMERICA CORP
+$55.4K
7,964
+3%
减持
PGR
PROGRESSIVE CORP
-$54.5K
2,568
-2%
增持
FLOT
ISHARES TR
+$52.0K
26,434
+4%
增持
ESGE
ISHARES INC
+$50.4K
11,763
+0%
减持
SBUX
STARBUCKS CORP
-$47.7K
7,145
-0%
增持
IEF
ISHARES TR
+$43.8K
9,569
+5%
减持
NFG
NATIONAL FUEL GAS CO
+$39.4K
7,434
-0%
减持
BSX
BOSTON SCIENTIFIC CORP
+$38.2K
23,771
-5%
增持
NUSC
NUSHARES ETF TR
+$37.8K
15,320
+0%
减持
IVV
ISHARES TR
-$35.9K
515
-19%
增持
CSX
CSX CORP
+$35.2K
10,826
+0%
增持
ED
CONSOLIDATED EDISON INC
+$34.1K
6,205
+17%
增持
EXC
EXELON CORP
-$32.7K
14,050
+1%
减持
IUSV
ISHARES TR
+$31.1K
16,487
-0%
增持
XYLD
GLOBAL X FDS
+$30.9K
6,517
+15%
清仓
—
FUBOTV INC
-$29.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$29.0K
1,365
+0%
减持
RTX
RTX CORPORATION
+$24.6K
6,199
-7%
减持
VTEB
VANGUARD MUN BD FDS
-$23.8K
23,096
-1%
减持
DGX
QUEST DIAGNOSTICS INC
+$23.6K
10,119
-5%
减持
TDG
TRANSDIGM GROUP INC
+$22.6K
195
-2%
增持
ABT
ABBOTT LABS
+$21.2K
1,665
+8%
