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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 84
减持 26
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
CORO
BLACKROCK ETF TRUST
+$45.7M
1,420,366
增持
GOVT
ISHARES TR
+$30.9M
1,951,668
+225%
增持
VOO
VANGUARD INDEX FDS
+$26.8M
89,893
+110%
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
MGC
VANGUARD WORLD FD
-$23.4M
1,222
-99%
增持
IVW
ISHARES TR
+$19.9M
470,220
+74%
减持
XISE
FIRST TR EXCHNG TRADED FD VI
-$14.7M
146,291
-77%
增持
IVE
ISHARES TR
+$12.7M
260,257
+31%
增持
FBND
FIDELITY MERRIMACK STR TR
+$8.7M
1,164,361
+21%
增持
SHLD
GLOBAL X FDS
+$8.6M
214,036
+113%
增持
NVDA
NVIDIA CORPORATION
+$7.8M
135,795
+59%
减持
SCHO
SCHWAB STRATEGIC TR
-$7.4M
101,755
-75%
增持
BAI
BLACKROCK ETF TRUST
+$6.9M
602,252
+55%
增持
SPYM
SPDR SERIES TRUST
+$6.3M
199,215
+79%
增持
MBB
ISHARES TR
+$6.0M
214,833
+42%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$5.8M
280,770
+54%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$5.5M
166,082
+51%
增持
THRO
BLACKROCK ETF TRUST
+$5.4M
499,177
+52%
减持
IAU
ISHARES GOLD TR
-$5.3M
79,455
-48%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.9M
211,031
-28%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.8M
314,149
+48%
减持
IEMG
ISHARES INC
-$4.5M
333,512
-19%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$3.9M
943,338
-10%
增持
TLH
ISHARES TR
+$3.7M
148,453
+34%
增持
XIJN
FIRST TR EXCHNG TRADED FD VI
+$3.6M
181,233
+185%
建仓
LMUB
ISHARES TR
+$3.2M
64,256
增持
MUB
ISHARES TR
+$3.2M
100,580
+44%
减持
EFV
ISHARES TR
-$3.0M
171,308
-22%
增持
BFRZ
INNOVATOR ETFS TRUST
+$3.0M
273,585
+73%
增持
CLOA
BLACKROCK ETF TRUST II
+$2.8M
114,010
+91%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$2.8M
163,132
-38%
增持
QQA
INVESCO ACTIVELY MANAGED EXC
+$2.6M
76,951
+225%
增持
—
EXXON MOBIL CORP
+$2.6M
41,544
+12%
减持
BRNY
EA SERIES TRUST
-$2.6M
126,647
-27%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.4M
358,863
+34%
增持
SEIX
VIRTUS ETF TR II
+$2.2M
132,219
+258%
清仓
VTIP
VANGUARD MALVERN FDS
-$2.1M
0
-100%
建仓
HDV
ISHARES TR
+$2.0M
14,663
增持
IVV
ISHARES TR
+$1.7M
10,440
+39%
减持
BOXX
EA SERIES TRUST
-$1.7M
22,212
-40%
增持
MSFT
MICROSOFT CORP
-$1.7M
35,599
+16%
建仓
EUHY
ISHARES INC
+$1.6M
31,046
增持
CVX
CHEVRON CORPORATION
+$1.6M
26,521
+4%
增持
SYSB
ISHARES TR
+$1.6M
52,480
+52%
增持
BINC
BLACKROCK ETF TRUST II
+$1.6M
240,878
+16%
增持
PAPR
INNOVATOR ETFS TRUST
+$1.6M
172,043
+27%
增持
IWY
ISHARES TR
+$1.5M
8,514
+288%
增持
BALT
INNOVATOR ETFS TRUST
+$1.5M
142,586
+46%
减持
VLO
VALERO ENERGY CORP
+$1.4M
18,088
-3%
清仓
ANGL
VANECK ETF TRUST
-$1.3M
0
-100%
减持
QUAL
ISHARES TR
-$1.3M
11,108
-36%
建仓
IWX
ISHARES TR
+$1.3M
13,972
增持
EALT
INNOVATOR ETFS TRUST
+$1.3M
105,730
+65%
增持
PJUL
INNOVATOR ETFS TRUST
+$1.2M
142,284
+25%
增持
POCT
INNOVATOR ETFS TRUST
+$1.2M
146,583
+26%
清仓
FDL
FIRST TR EXCHANGE-TRADED FD
-$1.2M
0
-100%
建仓
USFR
WISDOMTREE TR
+$1.2M
24,070
增持
PJAN
INNOVATOR ETFS TRUST
+$1.2M
137,141
+26%
清仓
ILCG
ISHARES TR
-$1.2M
0
-100%
建仓
BOND
PIMCO ETF TR
+$1.2M
12,666
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.1M
143,307
+11%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$1.1M
15,201
+17%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.0M
43,821
+56%
减持
VIGI
VANGUARD WHITEHALL FDS
-$1.0M
4,092
-73%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$998.5K
107,125
+25%
建仓
PYLD
PIMCO ETF TR
+$980.0K
37,405
增持
FNDF
SCHWAB STRATEGIC TR
+$953.7K
75,068
+25%
建仓
SCEC
CAPITOL SER TR
+$937.9K
37,389
增持
DFAC
DIMENSIONAL ETF TRUST
+$933.8K
271,250
+12%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$926.7K
25,122
+277%
建仓
SCNM
STERLING CAP FDS
+$920.9K
37,043
增持
ZNOV
INNOVATOR ETFS TRUST
+$912.6K
110,527
+46%
增持
JNJ
JOHNSON & JOHNSON
+$887.0K
9,759
+35%
减持
HYGW
ISHARES TR
-$858.5K
32,782
-46%
增持
COST
COSTCO WHOLESALE CORPORATION
+$845.5K
3,491
+14%
增持
VGT
VANGUARD WORLD FD
+$837.3K
2,436
+113%
增持
IXUS
ISHARES TR
+$834.3K
20,744
+82%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$831.9K
56,407
+35%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$811.0K
31,405
+149%
增持
LVHD
LEGG MASON ETF INVT
+$788.6K
62,432
+33%
建仓
FELG
FIDELITY COVINGTON TRUST
+$777.6K
20,742
减持
QQQ
INVESCO QQQ TR
-$761.1K
10,291
-6%
建仓
IWS
ISHARES TR
+$757.0K
5,194
增持
DYNF
BLACKROCK ETF TRUST
+$734.8K
597,256
+7%
增持
NEE
NEXTERA ENERGY INC
+$722.3K
55,387
+1%
增持
GOOG
ALPHABET INC
+$713.7K
19,617
+25%
增持
DFSD
DIMENSIONAL ETF TRUST
+$698.7K
26,566
+122%
增持
HYDB
ISHARES TR
+$690.6K
101,890
+19%
增持
SPYI
NEOS ETF TRUST
+$687.8K
30,888
+94%
增持
SKOR
FLEXSHARES TR
+$679.5K
42,563
+50%
减持
FIW
FIRST TR EXCHANGE-TRADED FD
-$674.7K
3,897
-61%
增持
OEF
ISHARES TR
+$670.5K
5,345
+78%
增持
SPDW
SPDR INDEX SHS FDS
+$669.2K
45,935
+43%
建仓
VV
VANGUARD INDEX FDS
+$631.9K
2,114
增持
MUNI
PIMCO ETF TR
+$629.6K
33,601
+57%
减持
EPS
WISDOMTREE TR
-$620.5K
11,268
-42%
减持
SCHD
SCHWAB STRATEGIC TR
-$619.4K
17,142
-59%
建仓
BAPR
INNOVATOR ETFS TRUST
+$614.7K
12,550
减持
SRLN
SSGA ACTIVE ETF TR
-$608.8K
21,565
-40%
清仓
FDVV
FIDELITY COVINGTON TRUST
-$607.7K
0
-100%
建仓
BJAN
INNOVATOR ETFS TRUST
+$594.3K
11,143
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$592.7K
14,609
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$590.7K
38,212
+21%
建仓
BOCT
INNOVATOR ETFS TRUST
+$587.8K
12,249
增持
BJUL
INNOVATOR ETFS TRUST
+$583.8K
16,530
+253%
增持
KLAC
KLA CORP
+$582.6K
1,461
+13%
清仓
XLRE
SELECT SECTOR SPDR TR
-$577.1K
0
-100%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$572.8K
261,526
+5%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$569.1K
69,375
+13%
增持
LLY
ELI LILLY & CO
+$563.7K
4,336
+74%
增持
BALI
BLACKROCK ETF TRUST
+$561.6K
87,434
+30%
建仓
HYBL
SSGA ACTIVE TR
+$555.0K
19,937
减持
WMT
WALMART INC
-$541.4K
31,838
-21%
清仓
—
CARNIVAL CORP
-$533.4K
0
-100%
清仓
XBJA
INNOVATOR ETFS TRUST
-$529.9K
0
-100%
清仓
XBJL
INNOVATOR ETFS TRUST
-$529.3K
0
-100%
清仓
XBAP
INNOVATOR ETFS TRUST
-$528.5K
0
-100%
清仓
ILS
ETF OPPORTUNITIES TRUST
-$527.5K
0
-100%
清仓
XBOC
INNOVATOR ETFS TRUST
-$526.2K
0
-100%
清仓
IFRA
ISHARES TR
-$517.9K
0
-100%
减持
QLTA
ISHARES TR
-$509.7K
64,167
-13%
减持
XIDE
FIRST TR EXCHNG TRADED FD VI
-$500.9K
33,350
-33%
增持
SUB
ISHARES TR
+$499.3K
26,559
+22%
清仓
IDMO
INVESCO EXCH TRADED FD TR II
-$498.5K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$493.9K
3,280
-29%
增持
DFIC
DIMENSIONAL ETF TRUST
+$493.7K
164,300
+6%
减持
BND
VANGUARD BD INDEX FDS
-$490.5K
103,450
-6%
增持
TLT
ISHARES TR
+$481.6K
21,338
+36%
清仓
DG
DOLLAR GEN CORP NEW
-$480.2K
0
-100%
增持
PG
PROCTER & GAMBLE CO
+$478.9K
10,948
+42%
增持
IEF
ISHARES TR
+$472.8K
22,840
+29%
增持
AVGO
BROADCOM INC
-$470.2K
23,138
+5%
增持
TSLA
TESLA INC
-$465.7K
17,183
+36%
增持
GLD
SPDR GOLD TR
+$454.1K
5,212
+15%
清仓
REZ
ISHARES TR
-$452.5K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$447.4K
24,859
+76%
减持
OKLO
OKLO INC
-$446.5K
20,064
-0%
增持
XDSQ
INNOVATOR ETFS TRUST
+$443.8K
46,364
+39%
增持
TRGP
TARGA RES CORP
+$437.0K
5,782
+5%
清仓
XLE
SELECT SECTOR SPDR TR
-$429.5K
0
-100%
增持
FFLC
FIDELITY COVINGTON TRUST
+$429.3K
14,999
+135%
建仓
AVIG
AMERICAN CENTY ETF TR
+$420.8K
10,131
增持
TOCT
INNOVATOR ETFS TRUST
+$418.0K
41,759
+63%
增持
AMAT
APPLIED MATLS INC
+$416.4K
3,712
+12%
建仓
JANW
AIM ETF PRODUCTS TRUST
+$410.0K
11,238
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$406.3K
21,453
增持
DFGX
DIMENSIONAL ETF TRUST
+$398.7K
16,774
+84%
增持
NFLX
NETFLIX INC.
+$398.1K
20,301
+22%
建仓
ITOT
ISHARES TR
+$395.0K
2,773
清仓
—
ASTRAZENECA PLC
-$394.6K
0
-100%
增持
COIN
COINBASE GLOBAL INC
+$393.7K
4,716
+148%
