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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 24
增持 45
减持 52
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$16.6M
118,442
-31%
增持
FLOT
ISHARES TR
+$9.9M
682,255
+39%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$4.0M
0
-100%
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
COM
DIREXION SHARES ETF TRUST
+$3.9M
115,648
清仓
DPZ
DOMINOS PIZZA INC
-$3.2M
0
-100%
增持
BIL
SPDR SERIES TRUST
+$2.8M
35,700
+558%
清仓
CBRE
CBRE GROUP INC
-$2.5M
0
-100%
清仓
—
MEDTRONIC PLC
-$2.4M
0
-100%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$2.4M
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$2.3M
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.3M
0
-100%
清仓
APP
APPLOVIN CORP
-$2.3M
0
-100%
清仓
FXU
FIRST TR EXCHANGE TRADED FD
-$2.3M
0
-100%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$2.3M
0
-100%
增持
COST
COSTCO WHOLESALE CORPORATION
+$2.1M
6,066
+34%
增持
NEE
NEXTERA ENERGY INC
+$2.1M
27,561
+428%
清仓
IBKR
INTERACTIVE BROKERS GROUP IN
-$2.0M
0
-100%
减持
MCD
MCDONALDS CORP
-$1.9M
7,856
-45%
建仓
USRT
ISHARES TR
+$1.7M
27,879
清仓
SHOP
SHOPIFY INC
-$1.6M
0
-100%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.5M
5,797
+36%
建仓
CELH
CELSIUS HLDGS INC
+$1.4M
40,700
减持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
377,754
-1%
增持
LITE
LUMENTUM HLDGS INC
+$1.4M
4,008
+1%
建仓
HCA
HCA HEALTHCARE INC
+$1.3M
2,739
建仓
LRCX
LAM RESEARCH CORP
+$1.3M
6,011
建仓
SNDK
SANDISK CORP
+$1.2M
1,910
增持
MU
MICRON TECHNOLOGY INC
+$1.2M
6,162
+102%
建仓
FBT
FIRST TR EXCHANGE-TRADED FD
+$1.2M
5,946
建仓
FTXR
FIRST TR EXCHANGE TRADED FD
+$1.2M
30,577
减持
CNQ
CANADIAN NAT RES LTD MED TER
-$1.2M
50,327
-53%
清仓
NEM
NEWMONT CORP
-$1.2M
0
-100%
建仓
FXN
FIRST TR EXCHANGE-TRADED FD
+$1.1M
49,595
减持
GE
GE AEROSPACE
-$1.1M
2,135
-61%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
40,185
-8%
减持
FTXL
FIRST TR EXCHANGE TRADED FD
-$1.1M
7,892
-55%
清仓
OKE
ONEOK INC NEW
-$1.0M
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$993.6K
0
-100%
建仓
AA
ALCOA CORP
+$980.5K
14,782
清仓
KSS
KOHLS CORP
-$979.8K
0
-100%
增持
EYLD
CAMBRIA ETF TR
+$941.4K
287,006
+1%
建仓
CC
CHEMOURS CO
+$929.8K
42,205
建仓
—
LYONDELLBASELL INDUSTRIES NV
+$922.7K
11,453
清仓
CVS
CVS HEALTH CORP
-$916.2K
0
-100%
建仓
APA
APA CORPORATION
+$908.7K
21,411
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$907.8K
0
-100%
建仓
ACHC
ACADIA HEALTHCARE COMPANY IN
+$901.5K
38,543
减持
MSFT
MICROSOFT CORP
-$875.7K
6,053
-6%
清仓
DG
DOLLAR GEN CORP NEW
-$838.4K
0
-100%
建仓
CF
CF INDUSTRIES HOLD
+$825.4K
6,357
增持
QQQ
INVESCO QQQ TR
+$781.7K
1,943
+251%
建仓
LNG
CHENIERE ENERGY INC
+$740.0K
2,608
清仓
ABT
ABBOTT LABS
-$659.5K
0
-100%
增持
CIEN
CIENA CORP
+$626.3K
3,971
+1%
增持
DFCA
DIMENSIONAL ETF TRUST
+$616.8K
66,076
+24%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$612.4K
590,157
+0%
减持
TSLA
TESLA INC
-$586.5K
4,090
-13%
增持
MGC
VANGUARD WORLD FD
-$570.3K
48,088
+1%
减持
MA
MASTERCARD INCORPORATED
-$558.1K
5,648
-5%
增持
WDC
WESTERN DIGITAL CORP
+$549.0K
5,546
+0%
减持
IAU
ISHARES GOLD TR
+$538.6K
88,036
-1%
清仓
LLY
ELI LILLY & CO
-$535.2K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$524.9K
50,291
-6%
增持
DGRO
ISHARES TR
+$523.9K
168,002
+4%
增持
—
EXXON MOBIL CORP
+$510.7K
10,076
+1%
建仓
DOW
DOW HLDGS INC
+$496.0K
11,908
增持
DIS
DISNEY WALT CO
-$481.0K
33,505
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$458.9K
995
-68%
减持
CVX
CHEVRON CORPORATION
-$451.0K
21,397
-33%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$442.2K
118,288
+3%
减持
ABNB
AIRBNB INC
-$422.4K
17,070
-10%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$402.7K
0
-100%
增持
CALI
BLACKROCK ETF TRUST II
+$392.0K
22,949
+51%
建仓
VOO
VANGUARD INDEX FDS
+$388.4K
650
减持
AMZN
AMAZON COM INC
-$371.6K
9,201
-7%
增持
T
AT&T INC
+$337.9K
66,767
+4%
减持
V
VISA INC
-$335.8K
5,995
-2%
减持
COR
CENCORA INC
-$335.8K
7,943
-5%
减持
MRVL
MARVELL TECHNOLOGY INC
+$300.8K
24,400
-2%
减持
JPM
JPMORGAN CHASE & CO
-$296.2K
8,087
-3%
减持
MISL
FIRST TR EXCHANGE-TRADED FD
-$291.8K
25,882
-24%
建仓
VSAT
VIASAT INC
+$276.8K
6,043
增持
ENPH
ENPHASE ENERGY INC
+$272.0K
12,602
+97%
清仓
CRM
SALESFORCE INC
-$269.7K
0
-100%
减持
IUSG
ISHARES TR
-$252.0K
16,892
-1%
建仓
AMAT
APPLIED MATLS INC
+$246.1K
720
建仓
ALB
ALBEMARLE CORP
+$235.7K
1,313
建仓
ETR
ENTERGY CORP NEW
+$233.4K
2,077
清仓
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
-$229.9K
0
-100%
增持
SSRM
SSR MINING IN
+$227.9K
30,105
+1%
减持
ORCL
ORACLE CORP
-$226.5K
3,357
-9%
清仓
ADSK
AUTODESK INC
-$219.0K
0
-100%
清仓
NU
NU HLDGS LTD
-$214.3K
0
-100%
清仓
NRG
NRG ENERGY INC
-$209.4K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$203.5K
469
清仓
UNH
UNITEDHEALTH GROUP INC
-$202.4K
0
-100%
清仓
MMM
3M CO
-$200.8K
0
-100%
建仓
CASY
CASEYS GEN STORES INC
+$200.2K
275
减持
DGX
QUEST DIAGNOSTICS INC
+$194.6K
9,797
-1%
增持
CAR
AVIS BUDGET GROUP INC
+$190.7K
5,764
+14%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$182.4K
29,621
+9%
减持
EA
ELECTRONIC ARTS INC
-$175.2K
13,547
-6%
减持
COF
CAPITAL ONE FINL CORP
-$173.2K
2,579
-3%
增持
VB
VANGUARD INDEX FDS
+$172.3K
37,101
+0%
减持
BA
BOEING CO
-$168.3K
1,836
-25%
减持
VTI
VANGUARD INDEX FDS
-$151.8K
9,387
-1%
减持
GOOGL
ALPHABET INC
-$149.5K
5,178
-1%
增持
VBR
VANGUARD INDEX FDS
+$136.4K
20,845
+1%
增持
HE
HAWAIIAN ELEC INDS INC MTN B
+$136.2K
50,400
+1%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$132.6K
27,097
-9%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$126.0K
1,204
-10%
增持
TXG
10X GENOMICS INC
+$125.8K
23,750
+2%
增持
GOOG
ALPHABET INC
+$123.9K
4,869
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$95.6K
9,676
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$95.3K
58,635
+4%
增持
EXC
EXELON CORP
+$91.1K
14,150
+2%
增持
ED
CONSOLIDATED EDISON INC
+$89.2K
5,726
+2%
增持
HII
HUNTINGTON INGALLS INDS INC
+$86.9K
1,993
+1%
减持
VUSB
VANGUARD BD INDEX FDS
-$81.9K
23,870
-6%
减持
SUSA
ISHARES TR
-$77.1K
4,869
-6%
减持
WBD
WARNER BROS DISCOVERY INC
-$70.1K
36,688
-2%
减持
HD
HOME DEPOT INC
-$69.9K
2,311
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$66.1K
46,339
+2%
减持
GEV
GE VERNOVA INC
+$65.5K
510
-12%
减持
META
META PLATFORMS INC
-$60.1K
511
-4%
增持
VO
VANGUARD INDEX FDS
+$59.8K
53,653
+1%
减持
CBOE
CBOE GLOBAL MKTS INC
+$57.1K
1,958
-0%
增持
IEF
ISHARES TR
+$56.7K
12,097
+6%
减持
GILD
GILEAD SCIENCES INC
+$52.3K
10,450
-9%
减持
PM
PHILIP MORRIS INTL INC
-$52.2K
2,063
-16%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$45.5K
806
-23%
减持
ABBV
ABBVIE INC
-$45.1K
3,120
-1%
减持
BAC
BANK AMERICA CORP
-$44.1K
6,523
-1%
增持
JBL
JABIL INC
+$43.5K
1,024
+2%
增持
HON
HONEYWELL INTL INC
+$42.4K
1,367
+0%
增持
SHYG
ISHARES TR
+$39.8K
35,196
+4%
减持
NUSC
NUSHARES ETF TR
-$32.0K
14,471
-6%
减持
XEL
XCEL ENERGY INC
+$29.4K
29,431
-6%
减持
MCK
MCKESSON CORP
-$28.9K
3,218
-6%
减持
CME
CME GROUP INC
+$28.8K
8,001
-6%
减持
RTX
RTX CORPORATION
+$27.7K
6,009
-3%
增持
FALN
ISHARES TR
+$24.9K
33,887
+5%
减持
ESGD
ISHARES TR
-$24.6K
24,668
-2%
减持
CSCO
CISCO SYS INC
-$19.8K
5,709
-5%
增持
TJX
TJX COS INC NEW
+$18.4K
2,966
+0%
增持
EDV
VANGUARD WORLD FD
+$17.9K
4,680
+6%
减持
FCAL
FIRST TR EXCH TRADED FD III
-$15.2K
5,259
-5%
增持
UBER
UBER TECHNOLOGIES INC
-$10.1K
2,851
+8%
增持
JPIB
J P MORGAN EXCHANGE TRADED F
-$8.8K
34,698
+1%
减持
UNP
UNION PAC CORP
+$7.7K
1,134
-2%
