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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 56
增持 81
减持 11
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
RSMV
LISTED FDS TR
+$10.5M
422,684
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$7.1M
143,689
建仓
THRO
BLACKROCK ETF TRUST
+$7.0M
197,135
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。
增持
EFV
ISHARES TR
+$7.0M
243,645
+69%
增持
IEMG
ISHARES INC
+$6.2M
181,271
+110%
增持
MSFT
MICROSOFT CORP
+$5.7M
22,912
+50%
增持
QUAL
ISHARES TR
+$5.2M
102,248
+30%
增持
DYNF
BLACKROCK ETF TRUST
+$4.6M
283,546
+27%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.4M
90,383
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.4M
168,808
+243%
增持
TLH
ISHARES TR
+$4.2M
103,737
+71%
增持
NVDA
NVIDIA CORPORATION
+$4.2M
46,888
+57%
增持
MGC
VANGUARD WORLD FD
+$3.9M
31,366
+99%
增持
IVE
ISHARES TR
+$3.8M
88,782
+25%
建仓
BAI
BLACKROCK ETF TRUST
+$3.8M
133,092
减持
EMXC
ISHARES INC
-$3.3M
7,085
-90%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.9M
537,237
+13%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
92,742
+91%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.6M
51,331
+604%
建仓
VTIP
VANGUARD MALVERN FDS
+$2.6M
51,987
减持
VOO
VANGUARD INDEX FDS
-$2.6M
25,014
-24%
增持
AMZN
AMAZON COM INC
+$2.5M
28,032
+45%
增持
AVGO
BROADCOM INC
+$2.2M
16,331
+18%
增持
MBB
ISHARES TR
+$2.2M
107,237
+27%
减持
IVW
ISHARES TR
+$2.1M
174,383
-5%
建仓
MARM
FIRST TR EXCHNG TRADED FD VI
+$1.9M
58,893
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.8M
407,431
+11%
增持
IYW
ISHARES TR
+$1.8M
36,141
+13%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.7M
29,144
+180%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.7M
46,710
+22%
增持
BINC
BLACKROCK ETF TRUST II
+$1.7M
157,615
+25%
增持
BND
VANGUARD BD INDEX FDS
+$1.7M
67,338
+50%
建仓
SECT
NORTHERN LTS FD TR IV
+$1.5M
26,460
增持
PAPR
INNOVATOR ETFS TRUST
+$1.5M
65,731
+138%
增持
SPYM
SPDR SERIES TRUST
+$1.4M
108,578
+11%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
54,676
+414%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$1.4M
46,923
增持
EFG
ISHARES TR
+$1.3M
63,797
+10%
增持
PJUL
INNOVATOR ETFS TRUST
+$1.2M
53,978
+89%
增持
PJAN
INNOVATOR ETFS TRUST
+$1.2M
52,823
+91%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$1.2M
17,634
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
3,993
+180%
增持
POCT
INNOVATOR ETFS TRUST
+$1.2M
55,967
+90%
增持
FNDF
SCHWAB STRATEGIC TR
+$1.1M
36,929
+294%
建仓
OKLO
OKLO INC
+$1.1M
19,950
增持
IAU
ISHARES GOLD TR
+$1.1M
79,350
+21%
建仓
ILCG
ISHARES TR
+$1.0M
10,835
增持
META
META PLATFORMS INC
+$1.0M
4,556
+13%
建仓
GJUN
FIRST TR EXCHNG TRADED FD VI
+$973.4K
25,887
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$950.7K
33,467
+71%
增持
JPM
JPMORGAN CHASE & CO.
+$851.9K
9,564
+22%
减持
BAC
BANK AMERICA CORP
-$755.7K
11,669
-63%
增持
DFIC
DIMENSIONAL ETF TRUST
+$722.5K
42,327
+98%
建仓
BFRZ
INNOVATOR ETFS TRUST
+$680.3K
26,792
增持
EMB
ISHARES TR
+$661.5K
33,567
+24%
增持
AAPL
APPLE INC
+$641.6K
30,302
+21%
增持
V
VISA INC
+$634.1K
4,069
+76%
建仓
IUSB
ISHARES TR
+$628.0K
13,584
减持
HYDB
ISHARES TR
-$618.8K
54,495
-20%
建仓
IWR
ISHARES TR
+$616.4K
6,702
建仓
—
CHUBB LIMITED
+$616.2K
2,127
增持
—
EXXON MOBIL CORP
+$609.8K
16,478
+68%
建仓
IMCB
ISHARES TR
+$608.0K
7,632
增持
BALI
BLACKROCK ETF TRUST
+$604.9K
36,298
+114%
增持
DFSV
DIMENSIONAL ETF TRUST
+$603.8K
39,697
+98%
增持
VUG
VANGUARD INDEX FDS
+$603.3K
2,211
+124%
建仓
DCOR
DIMENSIONAL ETF TRUST
+$596.6K
8,924
增持
JGLO
J P MORGAN EXCHANGE TRADED F
+$587.3K
28,024
+36%
增持
MUB
ISHARES TR
+$579.6K
14,842
+61%
增持
CLOA
BLACKROCK ETF TRUST II
+$574.9K
19,354
+133%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$573.8K
52,055
+31%
增持
QLTA
ISHARES TR
+$570.0K
55,185
+27%
增持
GOVT
ISHARES TR
+$555.5K
116,312
+26%
建仓
GLD
SPDR GOLD TR
+$524.0K
1,719
减持
DGRW
WISDOMTREE TR
-$522.5K
23,050
-25%
增持
BALT
INNOVATOR ETFS TRUST
+$514.6K
35,032
+80%
增持
SCHF
SCHWAB STRATEGIC TR
+$507.6K
197,528
+1%
增持
BOXX
EA SERIES TRUST
+$495.6K
13,595
+46%
增持
GOOGL
ALPHABET INC
+$480.7K
10,914
+17%
增持
EALT
INNOVATOR ETFS TRUST
+$477.2K
28,056
+97%
建仓
DFAU
DIMENSIONAL ETF TRUST
+$477.1K
11,262
增持
ORCL
ORACLE CORP
+$466.2K
3,672
+52%
建仓
ADSK
AUTODESK INC
+$429.7K
1,388
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$427.1K
2,196
+148%
增持
UNH
UNITEDHEALTH GROUP INC
-$414.5K
2,591
+11%
建仓
VTV
VANGUARD INDEX FDS
+$407.1K
2,303
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$406.5K
24,522
+150%
增持
TSLA
TESLA INC
+$404.2K
4,084
+19%
增持
DUHP
DIMENSIONAL ETF TRUST
+$402.7K
20,050
+114%
建仓
XDSQ
INNOVATOR ETFS TRUST
+$393.1K
10,517
建仓
SPYI
NEOS ETF TRUST
+$391.8K
7,787
建仓
DFAI
DIMENSIONAL ETF TRUST
+$391.4K
11,323
建仓
HIMU
BLACKROCK ETF TRUST II
+$389.1K
8,000
建仓
DFEM
DIMENSIONAL ETF TRUST
+$381.1K
12,840
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$380.7K
2,793
减持
JMBS
JANUS DETROIT STR TR
-$374.3K
6,716
-55%
建仓
NFLX
NETFLIX INC
+$372.3K
278
增持
JNJ
JOHNSON & JOHNSON
+$358.9K
6,369
+72%
建仓
TJAN
INNOVATOR ETFS TRUST
+$350.4K
13,297
建仓
MUNI
PIMCO ETF TR
+$349.2K
6,800
建仓
ZAPR
INNOVATOR ETFS TRUST
+$342.4K
13,668
增持
IJUL
INNOVATOR ETFS TRUST
+$342.3K
23,096
+70%
清仓
DVY
ISHARES TR
-$341.8K
0
-100%
增持
APD
AIR PRODS & CHEMS INC
+$341.4K
2,556
+99%
增持
DFGP
DIMENSIONAL ETF TRUST
+$341.3K
13,585
+82%
增持
COST
COSTCO WHSL CORP NEW
+$338.5K
1,089
+39%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$325.6K
47,870
-13%
建仓
IWM
ISHARES TR
+$325.2K
1,507
增持
IJAN
INNOVATOR ETFS TRUST
+$320.9K
19,677
+79%
增持
IOCT
INNOVATOR ETFS TRUST
+$319.8K
19,410
+87%
建仓
GLDM
WORLD GOLD TR
+$318.6K
4,863
增持
IAPR
INNOVATOR ETFS TRUST
+$316.9K
21,533
+90%
增持
WMT
WALMART INC
+$312.7K
12,496
+21%
建仓
XDQQ
INNOVATOR ETFS TRUST
+$308.3K
8,830
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$306.7K
12,549
+76%
减持
IJH
ISHARES TR
-$302.1K
14,489
-30%
增持
MA
MASTERCARD INCORPORATED
+$301.1K
2,262
+28%
增持
GOOG
ALPHABET INC
+$299.7K
7,252
+15%
增持
NOW
SERVICENOW INC
+$297.5K
699
+32%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$293.9K
577
建仓
DFEV
DIMENSIONAL ETF TRUST
+$293.6K
9,790
增持
QQQ
INVESCO QQQ TR
+$293.2K
2,073
+14%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$293.1K
2,281
建仓
VTI
VANGUARD INDEX FDS
+$286.6K
943
建仓
JVAL
J P MORGAN EXCHANGE TRADED F
+$285.2K
6,447
建仓
MOAT
VANECK ETF TRUST
+$283.4K
3,022
增持
LLY
ELI LILLY & CO
+$281.9K
1,385
+43%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$277.7K
6,831
建仓
UAPR
INNOVATOR ETFS TRUST
+$276.7K
8,839
增持
IEFA
ISHARES TR
+$276.4K
5,926
+105%
建仓
BA
BOEING CO
+$274.7K
1,311
建仓
DELL
DELL TECHNOLOGIES INC
+$273.0K
2,227
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$270.5K
31,441
-20%
增持
JAJL
INNOVATOR ETFS TRUST
+$269.6K
27,049
+49%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$269.0K
4,294
建仓
DFIV
DIMENSIONAL ETF TRUST
+$267.3K
6,240
建仓
XLK
SELECT SECTOR SPDR TR
+$262.6K
1,037
建仓
TYL
TYLER TECHNOLOGIES INC
+$260.9K
440
增持
EJUL
INNOVATOR ETFS TRUST
+$256.5K
17,433
+95%
建仓
UJAN
INNOVATOR ETFS TRUST
+$254.0K
6,280
建仓
APO
APOLLO GLOBAL MGMT INC
+$253.7K
1,789
建仓
GE
GE AEROSPACE
+$253.5K
985
增持
QCOM
QUALCOMM INC
+$253.1K
4,810
+44%
建仓
—
JOHNSON CTLS INTL PLC
+$251.9K
2,385
增持
DFLV
DIMENSIONAL ETF TRUST
+$250.5K
14,721
+118%
建仓
DISV
DIMENSIONAL ETF TRUST
+$250.0K
7,598
增持
—
EATON CORP PLC
+$249.2K
2,559
+5%
减持
ICVT
ISHARES TR
-$247.5K
14,065
-22%
清仓
SPEM
SPDR INDEX SHS FDS
-$246.5K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$246.1K
3,072
