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Triad Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Triad Wealth Partners, LLC
报告期 2026-03-31 · CIK 0002012717
持仓数
478
前50大市值合计
$850.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 53
增持 64
减持 19
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
TLH
ISHARES TR
+$6.3M
60,629
增持
IVE
ISHARES TR
+$4.2M
70,867
+45%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.5M
475,193
+16%
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。
减持
VOO
VANGUARD INDEX FDS
-$3.3M
32,732
-12%
建仓
MGC
VANGUARD WORLD FD
+$3.2M
15,761
增持
QUAL
ISHARES TR
+$3.0M
78,861
+35%
增持
IEMG
ISHARES INC
+$2.9M
86,282
+158%
增持
SPYM
SPDR SER TR
+$2.9M
98,096
+88%
减持
TLT
ISHARES TR
-$2.7M
2,312
-93%
增持
IAU
ISHARES GOLD TR
+$2.3M
65,544
+102%
减持
EFG
ISHARES TR
-$1.9M
58,024
-27%
清仓
USFR
WISDOMTREE TR
-$1.7M
0
-100%
增持
BINC
BLACKROCK ETF TRUST II
+$1.6M
126,354
+30%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.4M
39,151
-39%
增持
DYNF
BLACKROCK ETF TRUST
+$1.4M
223,009
+20%
增持
IVW
ISHARES TR
+$1.4M
184,005
+19%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
48,585
+104%
增持
QLTA
ISHARES TR
+$1.3M
43,553
+175%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.2M
49,260
+306%
减持
MUB
ISHARES TR
-$1.2M
9,210
-55%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.1M
10,780
增持
EFV
ISHARES TR
+$1.1M
144,057
+2%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.1M
367,874
+5%
清仓
IFRA
ISHARES TR
-$1.1M
0
-100%
减持
IJH
ISHARES TR
-$1.0M
20,578
-42%
减持
BND
VANGUARD BD INDEX FDS
-$947.3K
44,791
-24%
减持
DGRW
WISDOMTREE TR
-$905.2K
30,713
-26%
增持
BAC
BANK AMERICA CORP
+$841.5K
31,340
+195%
减持
JMEE
J P MORGAN EXCHANGE TRADED F
-$796.1K
9,747
-56%
减持
VIGI
VANGUARD WHITEHALL FDS
-$752.6K
7,997
-55%
增持
SCHF
SCHWAB STRATEGIC TR
+$742.2K
195,032
+16%
建仓
OEF
ISHARES TR
+$725.0K
2,677
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$705.4K
19,536
+131%
建仓
JMBS
JANUS DETROIT STR TR
+$676.8K
14,974
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$646.4K
39,883
+53%
减持
IQLT
ISHARES TR
-$643.6K
17,511
-51%
增持
POCT
INNOVATOR ETFS TRUST
+$627.9K
29,382
+126%
减持
EMXC
ISHARES INC
-$612.0K
68,889
-13%
增持
EMB
ISHARES TR
+$583.9K
27,017
+29%
增持
PJAN
INNOVATOR ETFS TRUST
+$567.5K
27,610
+102%
增持
ABT
ABBOTT LABS
+$567.0K
5,786
+226%
建仓
DFSV
DIMENSIONAL ETF TRUST
+$564.5K
20,052
减持
IJR
ISHARES TR
-$517.4K
4,402
-48%
增持
AGG
ISHARES TR
+$500.4K
26,969
+21%
建仓
JAJL
INNOVATOR ETFS TRUST
+$492.3K
18,120
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$478.8K
2,764
增持
PJUL
INNOVATOR ETFS TRUST
+$443.6K
28,486
+67%
建仓
EALT
INNOVATOR ETFS TRUST
+$436.9K
14,210
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$436.2K
7,289
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$426.7K
38,207
+17%
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$420.9K
20,627
+56%
增持
PAPR
INNOVATOR ETFS TRUST
+$415.3K
27,671
+78%
减持
GOOGL
ALPHABET INC
-$407.6K
9,330
-5%
减持
SKOR
FLEXSHARES TR
-$405.0K
15,233
-36%
清仓
ONEY
SPDR SER TR
-$403.3K
0
-100%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$399.0K
7,467
建仓
SUB
ISHARES TR
+$396.8K
3,758
建仓
ZNOV
INNOVATOR ETFS TRUST
+$382.6K
15,271
建仓
LOW
LOWES COS INC
+$380.7K
1,632
增持
BOXX
EA SERIES TRUST
+$369.0K
9,295
+54%
清仓
TXN
TEXAS INSTRS INC
-$359.0K
0
-100%
建仓
BAMU
NORTHERN LTS FD TR IV
+$357.6K
14,142
增持
BIDD
BLACKROCK ETF TRUST
+$356.3K
24,772
+114%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$354.8K
54,994
+14%
建仓
PM
PHILIP MORRIS INTL INC
+$348.4K
2,195
清仓
APO
APOLLO GLOBAL MGMT INC
-$345.2K
0
-100%
建仓
DVY
ISHARES TR
+$341.8K
2,545
建仓
FNDF
SCHWAB STRATEGIC TR
+$338.9K
9,378
增持
GOVT
ISHARES TR
+$336.1K
92,119
+19%
增持
DFIC
DIMENSIONAL ETF TRUST
+$330.5K
21,369
+110%
建仓
SPYG
SPDR SER TR
+$328.9K
4,092
清仓
AMD
ADVANCED MICRO DEVICES INC
-$326.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$324.2K
1,426
+49%
建仓
IOCT
INNOVATOR ETFS TRUST
+$318.3K
10,385
增持
AAPL
APPLE INC
-$318.3K
25,100
+7%
建仓
BAMB
NORTHERN LTS FD TR IV
+$317.1K
12,106
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$315.9K
10,641
增持
—
EXXON MOBIL CORP
+$312.9K
9,808
+24%
建仓
IAPR
INNOVATOR ETFS TRUST
+$312.7K
11,354
建仓
DUHP
DIMENSIONAL ETF TRUST
+$310.3K
9,362
建仓
IDXX
IDEXX LABS INC
+$303.6K
723
增持
META
META PLATFORMS INC
+$303.4K
4,024
+17%
增持
LVHD
LEGG MASON ETF INVT
+$303.3K
21,922
+41%
增持
ABBV
ABBVIE INC
+$294.2K
5,231
+16%
增持
ICVT
ISHARES TR
+$294.2K
18,117
+26%
增持
BALT
INNOVATOR ETFS TRUST
+$294.1K
19,416
+94%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$292.2K
14,114
增持
PG
PROCTER AND GAMBLE CO
+$290.0K
5,576
+42%
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$283.9K
0
-100%
清仓
MLM
MARTIN MARIETTA MATLS INC
-$282.8K
0
-100%
建仓
D
DOMINION ENERGY INC
+$282.0K
5,030
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$279.5K
0
-100%
增持
MO
ALTRIA GROUP INC
+$271.2K
9,521
+66%
增持
HYDB
ISHARES TR
+$270.9K
68,081
+9%
建仓
SPY
SPDR S&P 500 ETF TR
+$270.5K
484
增持
MSFT
MICROSOFT CORP
-$254.3K
15,240
+8%
增持
HYGW
ISHARES TR
+$253.1K
20,404
+67%
建仓
PSTG
PURE STORAGE INC
+$250.0K
5,648
建仓
SPEM
SPDR INDEX SHS FDS
+$246.5K
6,262
清仓
VYM
VANGUARD WHITEHALL FDS
-$246.0K
0
-100%
建仓
SHY
ISHARES TR
+$245.7K
2,970
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$244.8K
9,810
清仓
ISRG
INTUITIVE SURGICAL INC
-$243.8K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$242.3K
4,884
建仓
SPYV
SPDR SER TR
+$241.8K
4,734
建仓
ED
CONSOLIDATED EDISON INC
+$239.0K
2,162
清仓
MNST
MONSTER BEVERAGE CORP NEW
-$236.7K
0
-100%
建仓
CAH
CARDINAL HEALTH INC
+$230.2K
1,671
建仓
EJAN
INNOVATOR ETFS TRUST
+$228.1K
7,544
建仓
EJUL
INNOVATOR ETFS TRUST
+$226.1K
8,949
建仓
BAMV
NORTHERN LTS FD TR IV
+$225.8K
7,233
增持
MCD
MCDONALDS CORP
+$223.4K
1,614
+67%
建仓
DDOG
DATADOG INC
+$222.0K
2,238
建仓
BAMG
NORTHERN LTS FD TR IV
+$221.2K
6,929
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$220.4K
886
建仓
BAMD
NORTHERN LTS FD TR IV
+$220.2K
6,823
增持
IYW
ISHARES TR
+$219.4K
32,024
+19%
建仓
IEFA
ISHARES TR
+$218.3K
2,885
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$216.3K
3,547
建仓
SCCO
SOUTHERN COPPER CORP
+$215.4K
2,305
建仓
CLOZ
SERIES PORTFOLIOS TR
+$214.1K
8,057
增持
GOOG
ALPHABET INC
-$211.9K
6,316
+0%
清仓
SUSL
ISHARES TR
-$211.2K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$211.0K
2,016
-12%
建仓
AOCT
INNOVATOR ETFS TRUST
+$207.4K
8,353
建仓
DFLV
DIMENSIONAL ETF TRUST
+$206.2K
6,745
建仓
AVDE
AMERICAN CENTY ETF TR
+$205.0K
3,094
增持
IEF
ISHARES TR
+$203.9K
4,974
+70%
建仓
—
ASTRAZENECA PLC
+$203.4K
2,767
建仓
TDG
TRANSDIGM GROUP INC
+$202.0K
146
清仓
SRE
SEMPRA
-$201.3K
0
-100%
增持
BALI
BLACKROCK ETF TRUST
+$199.6K
16,954
+78%
减持
SPAB
SPDR SER TR
-$184.2K
24,688
-24%
减持
—
ACCENTURE PLC IRELAND
-$180.1K
690
-39%
增持
JNJ
JOHNSON & JOHNSON
+$168.8K
3,702
+20%
增持
CVX
CHEVRON CORP NEW
+$150.5K
4,278
+10%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$146.9K
2,733
+35%
增持
V
VISA INC
+$140.8K
2,313
+9%
增持
LLY
ELI LILLY & CO
+$140.1K
966
+13%
减持
SCHX
SCHWAB STRATEGIC TR
-$138.1K
17,663
-22%
增持
KO
COCA COLA CO
+$136.7K
8,852
+11%
增持
JPM
JPMORGAN CHASE & CO.
+$132.7K
7,830
+5%
增持
T
AT&T INC
+$132.3K
20,276
+5%
增持
AMZN
AMAZON COM INC
+$131.6K
19,313
+20%
增持
DFAT
DIMENSIONAL ETF TRUST
+$122.5K
7,957
+54%
增持
COR
CENCORA INC
+$114.8K
2,078
+1%
建仓
—
STELLANTIS N.V
+$113.6K
10,136
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$111.8K
16,007
+10%
增持
—
EATON CORP PLC
-$107.6K
2,444
+5%
增持
IJUL
INNOVATOR ETFS TRUST
+$105.0K
13,579
+30%
