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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 18
增持 37
减持 70
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
FLOT
ISHARES TR
+$14.3M
489,463
+136%
增持
AAPL
APPLE INC
+$5.4M
171,564
+6%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$4.6M
53,398
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
LNG
CHENIERE ENERGY INC
-$4.3M
0
-100%
清仓
CTVA
CORTEVA INC
-$4.3M
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$3.6M
106,838
清仓
NFLX
NETFLIX INC
-$3.2M
0
-100%
清仓
ZS
ZSCALER INC
-$3.0M
0
-100%
清仓
EBAY
EBAY INC.
-$2.9M
0
-100%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.4M
9,295
-50%
建仓
—
MEDTRONIC PLC
+$2.4M
25,186
清仓
FAST
FASTENAL CO
-$2.3M
0
-100%
建仓
APP
APPLOVIN CORP
+$2.3M
3,364
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$2.3M
17,428
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.2M
22,559
+126%
清仓
QQXT
FIRST TR EXCHANGE-TRADED FD
-$2.2M
0
-100%
减持
META
META PLATFORMS INC
-$2.2M
534
-84%
清仓
RMD
RESMED INC
-$2.1M
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$2.1M
24,900
减持
COF
CAPITAL ONE FINL CORP
-$2.1M
2,656
-79%
建仓
STLD
STEEL DYNAMICS INC
+$2.0M
12,017
清仓
EXEL
EXELIXIS INC
-$2.0M
0
-100%
减持
AVGO
BROADCOM INC
-$1.9M
3,223
-65%
减持
WMT
WALMART INC
-$1.9M
3,472
-84%
清仓
COIN
COINBASE GLOBAL INC
-$1.9M
0
-100%
建仓
MISL
FIRST TR EXCHANGE-TRADED FD
+$1.4M
33,862
减持
FXR
FIRST TR EXCHANGE TRADED FD
-$1.4M
11,366
-62%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.3M
588,371
+2%
增持
LITE
LUMENTUM HLDGS INC
+$1.2M
3,959
+139%
建仓
WDC
WESTERN DIGITAL CORP
+$951.1K
5,521
减持
SHOP
SHOPIFY INC
-$941.1K
10,069
-42%
建仓
CIEN
CIENA CORP
+$915.4K
3,914
清仓
CELH
CELSIUS HLDGS INC
-$909.7K
0
-100%
建仓
MU
MICRON TECHNOLOGY INC
+$871.4K
3,053
增持
IAU
ISHARES GOLD TR
+$805.9K
88,982
+1%
增持
DGRO
ISHARES TR
+$720.2K
162,294
+5%
清仓
VRT
VERTIV HOLDINGS CO
-$696.2K
0
-100%
清仓
NFG
NATIONAL FUEL GAS CO
-$691.8K
0
-100%
清仓
AAP
ADVANCE AUTO PARTS INC
-$689.0K
0
-100%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$661.3K
3,088
清仓
PGR
PROGRESSIVE CORP
-$647.5K
0
-100%
增持
WBD
WARNER BROS DISCOVERY INC
+$634.1K
37,388
+65%
减持
T
AT&T INC
-$583.0K
64,320
-17%
增持
EYLD
CAMBRIA ETF TR
+$545.6K
285,507
+2%
建仓
LLY
ELI LILLY & CO
+$535.2K
498
减持
DPZ
DOMINOS PIZZA INC
-$522.8K
7,626
-11%
减持
NKE
NIKE INC
-$520.7K
26,258
-17%
建仓
BIL
SPDR SERIES TRUST
+$495.8K
5,426
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$494.3K
0
-100%
清仓
CERT
CERTARA INC
-$493.1K
0
-100%
清仓
HRB
BLOCK H & R INC
-$455.4K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$391.5K
4,525
-2%
建仓
TXG
10X GENOMICS INC
+$378.5K
23,204
减持
GOOGL
ALPHABET INC
+$346.5K
5,234
-2%
减持
MGC
VANGUARD WORLD FD
+$328.9K
47,521
-0%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$307.8K
114,909
+14%
减持
NVDA
NVIDIA CORPORATION
-$305.7K
43,466
-4%
增持
DFCA
DIMENSIONAL ETF TRUST
+$294.3K
53,456
+12%
增持
GOOG
ALPHABET INC
+$288.6K
4,056
+0%
清仓
AXON
AXON ENTERPRISE INC
-$283.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$267.0K
37,004
+1%
减持
AMZN
AMAZON COM INC
-$266.6K
9,912
-15%
减持
HOOD
ROBINHOOD MKTS INC
-$265.5K
8,785
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$253.5K
8,302
+8%
清仓
ICE
INTERCONTINENTAL EXCHANGE IN
-$252.6K
0
-100%
增持
KSS
KOHLS CORP
+$250.1K
48,007
+1%
减持
CVX
CHEVRON CORP NEW
-$245.1K
32,006
-3%
减持
MKC
MCCORMICK & CO INC
-$244.8K
19,000
-17%
清仓
VICI
VICI PPTYS INC
-$232.4K
0
-100%
建仓
AMGN
AMGEN INC
+$230.8K
705
减持
ABNB
AIRBNB INC
+$228.2K
18,995
-2%
增持
VO
VANGUARD INDEX FDS
+$223.0K
52,885
+3%
减持
XEL
XCEL ENERGY INC
-$220.9K
31,257
-0%
建仓
UBER
UBER TECHNOLOGIES INC
+$215.1K
2,633
清仓
TQQQ
PROSHARES TR
-$206.8K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$205.9K
3,498
-10%
增持
MSFT
MICROSOFT CORP
-$200.9K
6,444
+1%
建仓
MMM
3M CO
+$200.8K
1,254
减持
COR
CENCORA INC
+$196.4K
8,382
-1%
减持
OKE
ONEOK INC NEW
-$182.2K
14,200
-15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$182.2K
29,728
-11%
减持
DGX
QUEST DIAGNOSTICS INC
-$181.7K
9,943
-1%
减持
NEM
NEWMONT CORP
+$179.2K
11,596
-0%
清仓
QS
QUANTUMSCAPE CORP
-$177.1K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
+$176.6K
380,558
-1%
减持
SBUX
STARBUCKS CORP
-$170.8K
4,075
-33%
增持
VBR
VANGUARD INDEX FDS
+$165.0K
20,739
+2%
减持
CAR
AVIS BUDGET GROUP
-$164.3K
5,065
-0%
减持
HD
HOME DEPOT INC
-$150.6K
2,412
-0%
减持
MCK
MCKESSON CORP
+$149.1K
3,430
-1%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$139.3K
8,552
-2%
减持
GILD
GILEAD SCIENCES INC
+$129.9K
11,440
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$125.0K
613
-35%
减持
UNP
UNION PAC CORP
-$118.8K
1,156
-29%
增持
HII
HUNTINGTON INGALLS INDS INC
+$111.7K
1,971
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$110.1K
9,579
-16%
减持
DIS
DISNEY WALT CO
-$108.3K
32,612
-2%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$102.3K
4,263
+200%
增持
CALI
BLACKROCK ETF TRUST II
+$101.2K
15,166
+16%
减持
ABBV
ABBVIE INC
-$83.1K
3,167
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$81.4K
2,239
-15%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$72.5K
50,104
-2%
减持
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$70.8K
8,060
-26%
减持
BSX
BOSTON SCIENTIFIC CORP
-$64.2K
23,619
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$58.9K
1,945
-7%
增持
CSCO
CISCO SYS INC
+$56.0K
6,007
+1%
增持
ESGD
ISHARES TR
+$54.4K
25,064
+0%
减持
VTI
VANGUARD INDEX FDS
+$53.6K
9,435
-0%
减持
IUSG
ISHARES TR
+$53.0K
17,102
-0%
减持
NOC
NORTHROP GRUMMAN CORP
-$51.0K
649
-6%
减持
TSLA
TESLA INC
-$50.0K
4,685
-3%
减持
V
VISA INC
+$48.6K
6,124
-0%
减持
CBRE
CBRE GROUP INC
+$42.1K
15,730
-0%
减持
ED
CONSOLIDATED EDISON INC
-$30.9K
5,627
-4%
减持
JNJ
JOHNSON & JOHNSON
-$30.8K
4,132
-14%
增持
BA
BOEING CO
+$29.5K
2,458
+5%
增持
NEE
NEXTERA ENERGY INC
+$29.4K
5,219
+1%
增持
DIVO
AMPLIFY ETF TR
+$28.9K
6,750
+11%
减持
EA
ELECTRONIC ARTS INC
+$27.9K
14,374
-0%
增持
TJX
TJX COS INC NEW
+$27.2K
2,964
+0%
减持
ENPH
ENPHASE ENERGY INC
-$24.9K
6,381
-2%
减持
GE
GE AEROSPACE
+$23.8K
5,544
-1%
减持
CME
CME GROUP INC
+$22.3K
8,548
-0%
减持
EXC
EXELON CORP
-$21.3K
13,823
-0%
增持
HON
HONEYWELL INTL INC
-$20.9K
1,366
+0%
减持
FALN
ISHARES TR
-$19.4K
32,255
-0%
减持
INTC
INTEL CORP
+$19.0K
6,687
-1%
减持
MS
MORGAN STANLEY
+$18.3K
5,268
-9%
清仓
—
TILRAY BRANDS INC
-$18.2K
0
-100%
增持
NU
NU HLDGS LTD
+$14.1K
12,800
+2%
清仓
QSI
QUANTUM SI INC
-$14.1K
0
-100%
增持
SHYG
ISHARES TR
-$13.8K
33,809
+0%
减持
VUSB
VANGUARD BD INDEX FDS
-$13.5K
25,486
-1%
增持
EDV
VANGUARD WORLD FD
-$13.1K
4,400
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.0K
45,243
-0%
减持
KO
COCA COLA CO
+$11.7K
3,368
-0%
增持
ALL
ALLSTATE CORP
-$11.5K
1,993
+0%
减持
CRM
SALESFORCE INC
-$11.2K
1,018
-14%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$10.4K
56,448
-1%
增持
EMHY
ISHARES INC
+$10.4K
6,502
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$9.3K
27,089
+0%
减持
BAC
BANK AMERICA CORP
+$8.6K
6,584
-4%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$7.4K
5,523
-4%
增持
EMLC
VANECK ETF TRUST
+$7.1K
17,543
+0%
减持
SPY
SPDR S&P 500 ETF TR
+$6.3K
1,333
-2%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$6.2K
38,653
-2%
减持
MA
MASTERCARD INCORPORATED
-$5.9K
5,921
-1%
增持
NRG
NRG ENERGY INC
+$5.7K
1,315
+5%
减持
PM
PHILIP MORRIS INTL INC
-$4.6K
2,452
-0%
增持
IEF
ISHARES TR
+$4.5K
11,417
+1%
