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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 52
增持 83
减持 11
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$19.3M
17,292
-85%
增持
IVE
ISHARES TR
+$18.6M
199,294
+74%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$15.2M
291,939
+674%
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
HELO
J P MORGAN EXCHANGE TRADED F
+$12.1M
182,218
增持
IEMG
ISHARES INC
+$10.4M
413,280
+57%
建仓
SCHO
SCHWAB STRATEGIC TR
+$9.9M
405,359
建仓
BRNY
EA SERIES TRUST
+$8.7M
173,071
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.1M
964,516
+23%
增持
IVW
ISHARES TR
+$7.8M
270,105
+28%
增持
DYNF
BLACKROCK ETF TRUST
+$7.7M
559,341
+26%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$6.8M
261,112
+1278%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$6.4M
109,907
+99%
增持
AAPL
APPLE INC
+$5.7M
72,837
+32%
增持
MGC
VANGUARD WORLD FD
+$5.4M
94,121
+26%
增持
RSMV
LISTED FDS TR
+$4.5M
419,071
+60%
增持
VOO
VANGUARD INDEX FDS
+$4.2M
42,893
+16%
增持
GOOGL
ALPHABET INC
+$4.0M
25,289
+58%
增持
MUB
ISHARES TR
+$4.0M
69,856
+112%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.2M
155,074
+136%
建仓
SYSB
ISHARES TR
+$3.1M
34,458
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.0M
1,044,099
+7%
增持
THRO
BLACKROCK ETF TRUST
+$2.9M
328,255
+28%
增持
BAI
BLACKROCK ETF TRUST
+$2.9M
389,258
+33%
增持
IAU
ISHARES GOLD TR
+$2.8M
152,180
+16%
增持
BND
VANGUARD BD INDEX FDS
+$2.8M
109,471
+52%
增持
QQQ
INVESCO QQQ TR
+$2.7M
10,908
+66%
增持
WMT
WALMART INC
+$2.7M
40,375
+132%
增持
AMZN
AMAZON COM INC
+$2.5M
51,109
+21%
增持
MBB
ISHARES TR
+$2.5M
150,999
+21%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$2.5M
31,522
+177%
增持
BOXX
EA SERIES TRUST
+$2.3M
36,868
+119%
增持
GOVT
ISHARES TR
+$2.2M
601,133
+19%
增持
NVDA
NVIDIA CORPORATION
+$2.2M
85,317
+16%
增持
JAJL
INNOVATOR ETFS TRUST
+$2.1M
123,388
+144%
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
207,433
+25%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$2.1M
628,818
-10%
增持
GOOG
ALPHABET INC
+$1.9M
15,659
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$1.9M
15,964
+54%
增持
LLY
ELI LILLY & CO
+$1.8M
2,498
+115%
增持
CLOA
BLACKROCK ETF TRUST II
+$1.8M
59,679
+140%
增持
IVV
ISHARES TR
+$1.8M
7,517
+49%
增持
XIJN
FIRST TR EXCHNG TRADED FD VI
+$1.7M
63,571
+536%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$1.6M
61,469
+52%
建仓
MCK
MCKESSON CORP
+$1.6M
1,944
减持
TLH
ISHARES TR
-$1.6M
111,009
-11%
建仓
ANET
ARISTA NETWORKS INC
+$1.6M
11,839
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
212,170
+20%
增持
SUB
ISHARES TR
+$1.5M
21,830
+175%
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.5M
35,725
增持
IUSB
ISHARES TR
+$1.5M
43,099
+276%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.5M
129,578
+17%
增持
BFRZ
INNOVATOR ETFS TRUST
+$1.4M
157,724
+50%
减持
AVGO
BROADCOM INC
-$1.4M
22,050
-20%
增持
VLO
VALERO ENERGY CORP
+$1.4M
18,608
+94%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.4M
49,135
+44%
增持
SHLD
GLOBAL X FDS
+$1.4M
100,556
+37%
建仓
ANGL
VANECK ETF TRUST
+$1.3M
45,867
建仓
SCHW
SCHWAB CHARLES CORP
+$1.3M
13,227
建仓
CBOE
CBOE GLOBAL MKTS INC
+$1.3M
5,228
建仓
EMLC
VANECK ETF TRUST
+$1.3M
50,401
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.3M
242,661
+13%
清仓
BIDD
BLACKROCK ETF TRUST
-$1.3M
0
-100%
增持
DFEM
DIMENSIONAL ETF TRUST
+$1.3M
59,906
+167%
增持
HYDB
ISHARES TR
+$1.2M
85,519
+45%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.2M
247,937
+12%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$1.2M
40,709
增持
META
META PLATFORMS INC
+$1.1M
8,432
+39%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$1.1M
9,910
清仓
IUSG
ISHARES TR
-$1.0M
0
-100%
增持
PJAN
INNOVATOR ETFS TRUST
+$1.0M
109,063
+22%
建仓
TRGP
TARGA RES CORP
+$1.0M
5,489
增持
POCT
INNOVATOR ETFS TRUST
+$978.7K
115,928
+21%
增持
PAPR
INNOVATOR ETFS TRUST
+$976.1K
135,249
+20%
增持
VIGI
VANGUARD WHITEHALL FDS
+$967.2K
15,140
+225%
增持
NFLX
NETFLIX INC
+$956.8K
16,573
+3228%
建仓
ALSN
ALLISON TRANSMISSION HLDGS I
+$953.2K
9,736
增持
PJUL
INNOVATOR ETFS TRUST
+$937.1K
113,984
+19%
增持
ZNOV
INNOVATOR ETFS TRUST
+$896.5K
75,800
+78%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$882.8K
974
增持
MSFT
MICROSOFT CORP
+$872.8K
30,674
+14%
建仓
WTS
WATTS WATER TECHNOLOGIES INC
+$869.5K
3,150
建仓
SEIX
VIRTUS ETF TR II
+$863.0K
36,969
增持
IEF
ISHARES TR
+$859.2K
17,752
+102%
减持
VTIP
VANGUARD MALVERN FDS
-$856.3K
43,217
-27%
减持
OKLO
OKLO INC
-$825.8K
20,088
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$811.8K
12,952
+8%
增持
ADSK
AUTODESK INC
+$782.4K
4,150
+196%
增持
TLT
ISHARES TR
+$777.1K
15,697
+137%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$756.3K
28,029
+58%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$744.8K
8,111
+22%
建仓
FLRN
SPDR SERIES TRUST
+$744.7K
24,233
增持
PANW
PALO ALTO NETWORKS INC
+$731.3K
5,117
+393%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$725.2K
75,055
+27%
增持
EPS
WISDOMTREE TR
+$721.5K
19,587
+103%
增持
QQA
INVESCO ACTIVELY MANAGED EXC
+$703.3K
23,679
+126%
建仓
LPLA
LPL FINL HLDGS INC
+$691.8K
1,937
建仓
FEP
FIRST TR EXCH TRD ALPHDX FD
+$691.3K
12,861
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$686.9K
41,866
+35%
减持
TSLA
TESLA INC
+$686.5K
12,672
-12%
清仓
AOCT
INNOVATOR ETFS TRUST
-$684.0K
0
-100%
建仓
TOCT
INNOVATOR ETFS TRUST
+$679.8K
25,625
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$673.4K
7,703
建仓
YFYA
LISTED FDS TR
+$671.9K
67,855
建仓
PSMT
PRICESMART INC
+$664.6K
5,418
增持
HIMU
BLACKROCK ETF TRUST II
+$660.5K
29,965
+85%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$642.1K
4,309
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$619.7K
8,561
+73%
减持
EFV
ISHARES TR
+$613.4K
220,476
-1%
建仓
ETHA
ISHARES ETHEREUM TR
+$611.7K
27,272
建仓
CRUS
CIRRUS LOGIC INC
+$611.3K
5,159
建仓
YUM
YUM BRANDS INC
+$609.0K
4,026
建仓
IWY
ISHARES TR
+$608.2K
2,196
建仓
FDVV
FIDELITY COVINGTON TRUST
+$607.7K
10,720
增持
HYGW
ISHARES TR
+$595.5K
61,133
+51%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$590.1K
58,205
+29%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$585.8K
7,373
增持
SCHG
SCHWAB STRATEGIC TR
+$585.6K
24,719
+257%
增持
BALT
INNOVATOR ETFS TRUST
+$583.8K
97,745
+19%
建仓
XLRE
SELECT SECTOR SPDR TR
+$577.1K
14,303
建仓
F
FORD MTR CO
+$575.2K
43,840
增持
FNDF
SCHWAB STRATEGIC TR
+$551.4K
60,151
+19%
增持
XDSQ
INNOVATOR ETFS TRUST
+$549.8K
33,432
+58%
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$547.1K
11,629
建仓
IDCC
INTERDIGITAL INC
+$533.3K
1,675
建仓
UGI
UGI CORP NEW
+$531.9K
14,211
建仓
ILS
ETF OPPORTUNITIES TRUST
+$527.5K
26,397
建仓
FTLS
FIRST TR EXCH TRADED FD III
+$526.7K
7,420
建仓
IFRA
ISHARES TR
+$517.9K
9,842
增持
BALI
BLACKROCK ETF TRUST
+$510.8K
67,306
+32%
减持
XIMR
FIRST TR EXCHNG TRADED FD VI
-$505.9K
17,993
-47%
建仓
TMHC
TAYLOR MORRISON HOME CORP
+$501.1K
8,512
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$498.5K
8,970
清仓
VO
VANGUARD INDEX FDS
-$496.0K
0
-100%
建仓
FJP
FIRST TR EXCH TRD ALPHDX FD
+$490.5K
7,302
建仓
BBMC
J P MORGAN EXCHANGE TRADED F
+$489.2K
4,588
建仓
FID
FIRST TR EXCHANGE TRADED FD
+$481.7K
23,441
建仓
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$481.4K
17,763
增持
SKOR
FLEXSHARES TR
+$480.8K
28,294
+53%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$478.9K
1,077
增持
DCOR
DIMENSIONAL ETF TRUST
+$474.0K
29,311
+25%
建仓
RFEM
FIRST TR EXCH TRADED FD III
+$472.0K
5,961
减持
DGRO
ISHARES TR
-$471.0K
6,333
-53%
建仓
WCMI
FIRST TR EXCHANGE-TRADED FD
+$468.4K
27,536
建仓
REZ
ISHARES TR
+$452.5K
5,476
减持
XLK
SELECT SECTOR SPDR TR
-$440.6K
2,848
-6%
增持
DGRW
WISDOMTREE TR
+$437.6K
30,673
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$432.9K
41,753
+60%
增持
XDQQ
INNOVATOR ETFS TRUST
+$431.1K
27,700
+58%
建仓
COIN
COINBASE GLOBAL INC
+$429.8K
1,901
建仓
XLE
SELECT SECTOR SPDR TR
+$429.5K
9,607
