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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 20
增持 48
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
FLOT
ISHARES TR
+$9.2M
207,041
+683%
减持
AAPL
APPLE INC
+$7.9M
161,904
-0%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$4.9M
579,521
+24%
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
CTVA
CORTEVA INC
+$4.3M
63,340
清仓
COM
DIREXION SHS ETF TR
-$4.1M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$3.3M
32,991
+166%
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$2.8M
100,988
建仓
SHOP
SHOPIFY INC
+$2.6M
17,239
清仓
DBMF
LITMAN GREGORY FDS TR
-$2.3M
0
-100%
增持
AVGO
BROADCOM INC
+$2.2M
9,262
+213%
建仓
IBKR
INTERACTIVE BROKERS GROUP IN
+$2.2M
31,800
清仓
EXE
EXPAND ENERGY CORPORATION
-$2.2M
0
-100%
增持
COF
CAPITAL ONE FINL CORP
+$2.2M
12,905
+381%
增持
META
META PLATFORMS INC
+$2.1M
3,415
+532%
建仓
EXEL
EXELIXIS INC
+$2.0M
49,001
清仓
—
CARNIVAL CORP
-$2.0M
0
-100%
减持
CBRE
CBRE GROUP INC
-$2.0M
15,785
-50%
增持
T
AT&T INC
+$2.0M
77,221
+921%
增持
NKE
NIKE INC
+$1.9M
31,458
+810%
增持
EYLD
CAMBRIA ETF TR
+$1.9M
279,514
+19%
减持
RMD
RESMED INC
-$1.9M
7,758
-50%
减持
INTC
INTEL CORP
-$1.9M
6,787
-93%
减持
EA
ELECTRONIC ARTS INC
-$1.7M
14,423
-50%
减持
XEL
XCEL ENERGY INC
-$1.7M
31,364
-50%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$1.7M
34,076
增持
DGRO
ISHARES TR
+$1.4M
154,910
+9%
建仓
GILD
GILEAD SCIENCES INC
+$1.3M
11,480
增持
IAU
ISHARES GOLD TR
+$1.3M
88,179
+7%
增持
COIN
COINBASE GLOBAL INC
+$1.2M
5,612
+180%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.2M
383,491
+1%
增持
VO
VANGUARD INDEX FDS
+$1.2M
51,492
+3%
清仓
LVS
LAS VEGAS SANDS CORP
-$1.1M
0
-100%
增持
MGC
VANGUARD WORLD FD
+$1.0M
47,552
+1%
增持
MA
MASTERCARD INCORPORATED
+$995.1K
5,953
+40%
增持
VB
VANGUARD INDEX FDS
+$973.9K
36,488
+4%
建仓
KSS
KOHLS CORP
+$729.7K
47,474
增持
AMZN
AMAZON COM INC
+$710.7K
11,634
+38%
建仓
VRT
VERTIV HOLDINGS CO
+$696.2K
4,615
增持
VBR
VANGUARD INDEX FDS
+$579.3K
20,254
+8%
减持
TSLA
TESLA INC
+$538.1K
4,850
-5%
减持
NVDA
NVIDIA CORPORATION
+$520.1K
45,086
-10%
减持
EBAY
EBAY INC.
+$507.1K
31,810
-1%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$481.9K
1,965
增持
ABT
ABBOTT LABS
+$478.6K
5,264
+216%
增持
HOOD
ROBINHOOD MKTS INC
+$467.6K
8,794
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$461.2K
3,907
-22%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$459.8K
9,966
+0%
增持
DFCA
DIMENSIONAL ETF TRUST
+$451.2K
47,824
+22%
建仓
EMLC
VANECK ETF TRUST
+$445.9K
17,479
建仓
WBD
WARNER BROS DISCOVERY INC
+$443.4K
22,703
减持
NFLX
NETFLIX INC
-$406.5K
2,699
-1%
减持
GOOGL
ALPHABET INC
+$337.8K
5,314
-2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$327.3K
948
增持
NEM
NEWMONT CORP
+$323.7K
11,608
+3%
减持
COST
COSTCO WHSL CORP NEW
-$323.1K
4,639
-1%
减持
FAST
FASTENAL CO
+$317.7K
47,070
-1%
减持
DPZ
DOMINOS PIZZA INC
-$307.1K
8,574
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$301.6K
45,280
-8%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$299.3K
18,576
+0%
清仓
TDG
TRANSDIGM GROUP INC
-$296.5K
0
-100%
减持
MKC
MCCORMICK & CO INC
-$295.9K
23,000
-5%
建仓
CRM
SALESFORCE INC
+$280.8K
1,185
建仓
LITE
LUMENTUM HLDGS INC
+$269.3K
1,655
减持
GOOG
ALPHABET INC
+$262.2K
4,041
-1%
清仓
XYLD
GLOBAL X FDS
-$253.8K
0
-100%
建仓
EMHY
ISHARES INC
+$252.1K
6,352
增持
GE
GE AEROSPACE
+$244.4K
5,598
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$241.4K
56,814
+8%
减持
BSX
BOSTON SCIENTIFIC CORP
-$237.0K
23,725
-0%
减持
IUSG
ISHARES TR
+$231.0K
17,133
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$226.0K
27,084
+9%
减持
VTI
VANGUARD INDEX FDS
+$223.6K
9,476
-0%
减持
OKE
ONEOK INC NEW
-$219.0K
16,800
-5%
建仓
TQQQ
PROSHARES TR
+$206.8K
2,000
建仓
NRG
NRG ENERGY INC
+$203.7K
1,258
清仓
AMGN
AMGEN INC
-$200.8K
0
-100%
减持
LNG
CHENIERE ENERGY INC
-$199.4K
18,421
-1%
减持
QQQ
INVESCO QQQ TR
-$193.7K
553
-42%
增持
CELH
CELSIUS HLDGS INC
+$185.8K
15,824
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$184.3K
7,677
-1%
增持
AAP
ADVANCE AUTO PARTS INC
+$182.7K
11,221
+3%
减持
VUSB
VANGUARD BD INDEX FDS
-$180.3K
25,677
-13%
建仓
QS
QUANTUMSCAPE CORP
+$177.1K
14,379
增持
IEF
ISHARES TR
+$177.0K
11,335
+18%
减持
ZS
ZSCALER INC
-$167.7K
10,115
-1%
减持
ABBV
ABBVIE INC
+$145.9K
3,484
-2%
减持
SBUX
STARBUCKS CORP
-$140.8K
6,075
-15%
减持
RTX
RTX CORPORATION
+$127.1K
6,169
-0%
增持
SHW
SHERWIN WILLIAMS CO
+$122.6K
3,412
+11%
减持
MCD
MCDONALDS CORP
+$119.4K
14,427
-1%
减持
JNJ
JOHNSON & JOHNSON
+$117.6K
4,778
-5%
减持
MCK
MCKESSON CORP
+$117.3K
3,449
-1%
增持
HII
HUNTINGTON INGALLS INDS INC
+$112.6K
1,940
+5%
减持
FXU
FIRST TR EXCHANGE TRADED FD
+$110.2K
51,213
-2%
增持
CALI
BLACKROCK ETF TRUST II
+$110.2K
13,106
+19%
减持
V
VISA INC
-$108.6K
6,149
-1%
增持
DIS
DISNEY WALT CO
+$108.3K
33,350
+11%
减持
MS
MORGAN STANLEY
+$104.0K
5,768
-0%
减持
MSFT
MICROSOFT CORP
+$96.3K
6,404
-1%
增持
AZO
AUTOZONE INC
+$91.7K
133
+3%
减持
ESGD
ISHARES TR
+$91.3K
25,048
-0%
减持
COR
CENCORA INC
+$91.3K
8,430
-1%
增持
SHY
ISHARES TR
+$90.8K
21,616
+5%
减持
FALN
ISHARES TR
-$90.1K
32,397
-11%
减持
DGX
QUEST DIAGNOSTICS INC
+$89.5K
10,007
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$82.2K
2,639
-6%
减持
FXO
FIRST TR EXCHANGE TRADED FD
+$81.9K
39,383
-2%
减持
IUSV
ISHARES TR
+$77.7K
16,387
-1%
减持
AXON
AXON ENTERPRISE INC
-$75.0K
395
-9%
减持
FXR
FIRST TR EXCHANGE TRADED FD
+$71.6K
29,613
-2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$67.0K
7,697
-4%
减持
CME
CME GROUP INC
-$65.5K
8,557
-1%
减持
CVS
CVS HEALTH CORP
+$64.6K
11,545
-1%
减持
NOC
NORTHROP GRUMMAN CORP
+$64.6K
691
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$62.4K
2,082
-1%
减持
TJX
TJX COS INC NEW
+$62.3K
2,961
-0%
增持
NFG
NATIONAL FUEL GAS CO
+$62.0K
7,489
+1%
增持
EDV
VANGUARD WORLD FD
+$58.2K
4,370
+22%
减持
ADSK
AUTODESK INC
-$57.5K
740
-22%
减持
CSCO
CISCO SYS INC
-$56.2K
5,945
-11%
增持
ESGE
ISHARES INC
+$51.6K
11,799
+0%
增持
DG
DOLLAR GEN CORP NEW
-$51.5K
6,315
+3%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$51.1K
1,499
-9%
增持
AFL
AFLAC INC
+$49.6K
3,649
+7%
减持
GEV
GE VERNOVA INC
+$47.7K
581
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$47.5K
1,046
-3%
减持
KO
COCA COLA CO
-$47.5K
3,374
-12%
增持
PM
PHILIP MORRIS INTL INC
-$45.2K
2,453
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$43.2K
1,355
-3%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$40.1K
21,957
-2%
减持
PG
PROCTER AND GAMBLE CO
-$39.3K
5,521
-1%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$37.9K
5,736
-13%
增持
PGR
PROGRESSIVE CORP
-$37.8K
2,622
+2%
增持
CAR
AVIS BUDGET GROUP
-$37.4K
5,071
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$36.7K
8,558
-1%
增持
ABNB
AIRBNB INC
+$33.5K
19,353
+11%
减持
ED
CONSOLIDATED EDISON INC
-$32.9K
5,867
-5%
减持
CSX
CSX CORP
+$30.5K
10,807
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$30.0K
8,724
-3%
减持
BAC
BANK AMERICA CORP
-$23.3K
6,852
-14%
减持
NEE
NEXTERA ENERGY INC
-$22.5K
5,161
-13%
增持
HRB
BLOCK H & R INC
-$21.0K
9,005
+4%
减持
—
EXXON MOBIL CORP
-$19.3K
10,613
-6%
建仓
—
TILRAY BRANDS INC
+$18.2K
10,500
减持
CERT
CERTARA INC
+$17.8K
40,349
-1%
减持
HE
HAWAIIAN ELEC INDUSTRIES
+$17.3K
49,731
-1%
减持
SSRM
SSR MINING IN
-$16.8K
29,937
-49%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$14.5K
33,237
+1%
减持
EXC
EXELON CORP
+$13.8K
13,860
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$13.3K
11,383
-4%
