13FBOX
TriaGen Wealth Management LLC · 13F 持仓分析
期权收益计算器 机构排行

TriaGen Wealth Management LLC

No.4878 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.00亿
环比变动 Q1 2026
+$3,378.0万+9.2%
持仓股票数
183
新买入
37
加仓
53
减仓
56
清仓
25
持股不变
37
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
7.49%8.21%$2,993.8万10.3万股$3,005.9万11.8万股-1.5万股-12.65%减仓
FFranklin Templeton ETF TrustDIVI
6.52%6.42%$2,607.0万61.0万股$2,349.4万59.0万股+2.0万股+3.41%加仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
4.57%9.5%$1,827.6万35.8万股$3,476.1万68.2万股-32.4万股-47.53%减仓
V先锋领航·MIDVO
4.37%4.21%$1,747.4万21.7万股$1,540.8万5.4万股+16.3万股+304.23%加仓
CCAMBRIA EMERGING SHAREHOLDER YIELD ETFEYLD
3.31%3.25%$1,325.4万29.2万股$1,188.5万28.7万股+4,863股+1.69%加仓
VVANGUARD MEGA CAP INDEX FUND ETF SHARESMGC
3.29%3.1%$1,316.2万4.8万股$1,136.6万4.8万股+12股+0.02%加仓
IiShares安硕信托DGRO
3.28%3.22%$1,310.1万17.3万股$1,179.0万16.8万股+4,853股+2.89%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
3.2%3.01%$1,278.1万37.8万股$1,100.4万37.8万股-52股-0.01%减仓
V先锋领航指数基金VB
2.83%2.65%$1,132.8万3.7万股$971.8万3.7万股+269股+0.73%加仓
英伟达NVDA
2.48%1.91%$992.4万5.0万股$700.8万4.0万股+9,412股+23.42%加仓
PPROSHARES ULTRAPRO QQQTQQQ
1.82%$726.1万9.0万股$00股+9.0万股新买入
IiShares黄金信托IAU
1.68%2.12%$673.2万8.9万股$776.1万8.8万股+1,119股+1.27%加仓
摩根大通JPM
1.35%0.65%$540.7万1.7万股$237.9万8,087股+8,432股+104.27%加仓
V先锋领航·SMALLVBR
1.28%1.24%$510.6万2.1万股$452.9万2.1万股+169股+0.81%加仓
SSPDR道富系列信托BIL
1.12%0.89%$446.2万4.9万股$327.2万3.6万股+1.3万股+36.40%加仓
VisaV
1.09%0.49%$435.7万1.3万股$181.2万5,995股+6,703股+111.81%加仓
艾伯维ABBV
0.93%0.19%$369.9万1.5万股$67.9万3,120股+1.2万股+371.09%加仓
好市多COST
0.92%1.65%$367.5万3,929股$604.4万6,066股-2,137股-35.23%减仓
V先锋领航斯科茨代尔基金BSV
0.92%1%$366.1万4.6万股$367.3万4.6万股-11股-0.02%减仓
DDimensional维度ETF信托DFCA
0.89%0.9%$357.1万7.1万股$329.4万6.6万股+5,084股+7.69%加仓
雪佛龙CVX
0.89%1.21%$354.4万2.1万股$442.7万2.1万股-17股-0.08%减仓
G通用动力VTI
0.87%0.82%$346.4万9,362股$301.2万9,387股-25股-0.27%减仓
LumentumLITE
0.85%0.77%$341.4万3,979股$281.7万4,008股-29股-0.72%减仓
迪士尼DIS
0.84%0.88%$336.2万3.5万股$322.9万3.4万股+1,429股+4.27%加仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
0.82%0.98%$329.3万12.7万股$357.5万11.8万股+8,665股+7.33%加仓
美光科技MU
0.82%0.57%$326.5万2,829股$208.2万6,162股-3,333股-54.09%减仓
IiShares安硕·S&PIUSG
0.78%0.72%$310.0万1.6万股$262.0万1.7万股-409股-2.42%减仓
万事达MA
0.72%0.77%$289.6万5,639股$282.2万5,648股-9股-0.16%减仓
艺电EA
0.69%0.75%$277.5万1.4万股$276.2万1.4万股-14股-0.10%减仓
V先锋领航斯科茨代尔基金VMBS
0.69%0.75%$274.8万5.9万股$275.3万5.9万股+70股+0.12%加仓
西部数据WDC
0.67%0.41%$267.4万4,186股$150.0万5,546股-1,360股-24.52%减仓
NeurocrineNBIX
0.66%$265.5万1.6万股$00股+1.6万股新买入
F第一信托·UST NYSE ARCA BIOTECHNOLOGY INDEX FUNDFBT
0.65%0.33%$258.9万1.0万股$119.4万5,946股+4,499股+75.66%加仓
钢铁动力STLD
0.65%0.56%$258.6万1.1万股$203.3万1.1万股-26股-0.23%减仓
摩根士丹利MS
0.64%0.24%$256.9万1.2万股$86.7万5,268股+7,021股+133.28%加仓
FFIRST TRUST NASDAQ TRANSPORTATION ETFFTXR
0.64%0.32%$256.7万5.6万股$116.5万3.1万股+2.6万股+84.24%加仓
F第一信托·USTQTEC
0.64%$255.1万7,623股$00股+7,623股新买入
IiShares安硕·MSCI EAFE ETFEFA
0.63%0.64%$251.9万2.5万股$235.9万2.5万股-166股-0.67%减仓
VIATRISVTRS
0.63%$251.2万15.8万股$00股+15.8万股新买入
FFirst Trust Technology Alphadex Fund EtfFXL
0.62%$248.2万1.1万股$00股+1.1万股新买入
V先锋领航斯科茨代尔基金VCIT
0.61%0.67%$243.8万3.0万股$245.1万3.0万股-120股-0.41%减仓
英特尔INTC
0.61%0.08%$242.2万1.7万股$29.5万6,687股+1.1万股+159.40%加仓
AIRBNB COM CL AABNB
0.6%0.59%$240.5万1.7万股$215.6万1.7万股-264股-1.55%减仓
FIFTH THIRD BANCORP COMFITB
0.6%$239.1万4.2万股$00股+4.2万股新买入
XCEL ENERGY COMXEL
0.59%0.64%$235.8万2.9万股$233.8万2.9万股-67股-0.23%减仓
N新纪元能源NEE
0.58%0.7%$232.5万2.6万股$256.0万2.8万股-1,068股-3.88%减仓
爱德华生命科学EW
0.58%1.1%$232.2万2.6万股$402.7万5.0万股-2.5万股-48.95%减仓
特灵科技TT
0.57%$228.2万4,647股$00股+4,647股新买入
METLIFE COMMET
0.57%$226.3万2.7万股$00股+2.7万股新买入
FFIRST TRUST NASDAQ SEMICONDUCTOR ETFFTXL
0.56%0.32%$225.7万7,919股$116.4万7,892股+27股+0.34%加仓

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