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Triad Wealth Partners, LLC · 13F 持仓分析
期权收益计算器 机构排行

Triad Wealth Partners, LLC

No.1955 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$17.02亿
环比变动 Q1 2026
+$4.40亿+34.9%
持仓股票数
553
新买入
136
加仓
264
减仓
149
清仓
61
持股不变
4
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
V先锋领航指数基金VOO
8.17%4.26%$1.39亿20.0万股$5,371.5万9.0万股+11.0万股+122.08%加仓
IiShares安硕·CORE 1-5 YEAR USD BOND ETFISTB
7.33%$1.25亿260.3万股$00股+260.3万股新买入
IiShares安硕信托IVW
5.67%4.22%$9,647.6万69.8万股$5,318.7万47.0万股+22.8万股+48.42%加仓
IiShares安硕·S&PIVE
4.31%4.36%$7,338.2万31.5万股$5,495.3万26.0万股+5.5万股+20.97%加仓
B贝莱德ETF信托CORO
4.01%3.62%$6,826.9万190.3万股$4,566.9万142.0万股+48.2万股+33.96%加仓
B贝莱德ETF信托DYNF
3.21%2.75%$5,457.5万79.8万股$3,474.8万59.7万股+20.1万股+33.69%加仓
英伟达NVDA
2.43%1.88%$4,128.6万20.0万股$2,368.3万13.6万股+6.4万股+47.13%加仓
FIRST INTST BANCSYSTEMFIBK
1.95%2.52%$3,316.5万89.6万股$3,185.7万94.3万股-4.7万股-5.03%减仓
苹果AAPL
1.79%1.59%$3,055.2万10.1万股$2,007.4万7.9万股+2.2万股+27.31%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
1.72%$2,931.4万101.5万股$00股+101.5万股新买入
B贝莱德ETF信托BAI
1.57%1.57%$2,678.9万62.6万股$1,984.4万60.2万股+2.4万股+4.00%加仓
FFT VEST LAD AUTO CALL BARRIERACYN
1.47%$2,493.8万121.2万股$00股+121.2万股新买入
GGlobal X基金SHLD
1.35%1.2%$2,304.8万35.8万股$1,516.2万21.4万股+14.4万股+67.29%加仓
V先锋领航斯科茨代尔基金VMBS
1.35%$2,297.5万49.9万股$00股+49.9万股新买入
I景顺交易所交易基金IISPMO
1.27%1.48%$2,168.4万14.9万股$1,861.9万16.6万股-1.7万股-10.17%减仓
IiShares安硕信托GVI
1.14%0.85%$1,932.8万18.3万股$1,067.7万10.1万股+8.3万股+82.23%加仓
V先锋领航·FTSEVEA
1.13%0.73%$1,926.4万27.1万股$918.3万14.3万股+12.8万股+89.23%加仓
B贝莱德ETF信托THRO
1.11%1.43%$1,896.4万43.9万股$1,808.0万49.9万股-6.0万股-12.10%减仓
微软MSFT
1.11%1.04%$1,890.0万3.9万股$1,317.8万3.6万股+3,157股+8.87%加仓
A美国世纪ETF信托AVEM
1.01%0.02%$1,721.9万19.1万股$25.5万3,169股+18.8万股+5,921.74%加仓
亚马逊AMZN
1%0.92%$1,699.6万6.0万股$1,163.4万5.6万股+3,984股+7.13%加仓
V先锋领航·TOTALBNDX
0.98%1.2%$1,663.2万34.8万股$1,509.5万31.4万股+3.4万股+10.67%加仓
DDimensional维度ETF信托DFAC
0.83%0.84%$1,413.5万31.3万股$1,054.1万27.1万股+4.2万股+15.52%加仓
谷歌AGOOGL
0.81%0.62%$1,380.1万3.7万股$779.2万2.7万股+9,851股+36.35%加仓
FFT VEST LAD AUTO CALL BARRIER and RESILIENT INCACYS
0.81%$1,379.2万67.6万股$00股+67.6万股新买入
S嘉信策略信托SCHF
0.73%0.7%$1,245.5万45.2万股$888.2万35.9万股+9.3万股+25.93%加仓
IiShares安硕信托IVV
0.7%0.54%$1,185.9万1.6万股$682.0万1.0万股+5,137股+49.20%加仓
J摩根大通·CORE PLUS BOND ETFJCPB
0.64%0.98%$1,087.7万23.6万股$1,231.3万26.2万股-2.5万股-9.74%减仓
博通AVGO
0.59%0.57%$1,008.8万2.6万股$716.1万2.3万股+2,582股+11.16%加仓
AAlphabet Inc Class CGOOG
0.59%0.45%$999.5万2.7万股$562.7万2.0万股+7,216股+36.78%加仓
SSPDR标普500 ETFSPY
0.57%0.78%$978.1万1.3万股$988.6万1.5万股-2,292股-15.08%减仓
V先锋领航指数基金VUG
0.57%0.67%$977.0万11.2万股$841.2万1.9万股+9.3万股+482.51%加仓
B贝莱德·ETF TRUST IIBINC
0.55%0.99%$941.2万18.2万股$1,250.9万24.1万股-5.9万股-24.64%减仓
IInnovator ETF信托BFRZ
0.55%0.57%$937.9万34.6万股$721.2万27.4万股+7.3万股+26.62%加仓
IINNOVATOR DEFINED WEALTH SHLD ETFBALT
0.47%0.38%$798.6万23.1万股$477.2万14.3万股+8.9万股+62.16%加仓
CrowdStrikeCRWD
0.46%0.07%$777.5万1.0万股$90.0万2,306股+7,884股+341.89%加仓
IInnovator ETF信托PAPR
0.45%0.54%$758.3万17.8万股$684.7万17.2万股+5,879股+3.42%加仓
V先锋领航·TOTALBND
0.44%0.6%$743.4万10.3万股$761.8万10.3万股-420股-0.41%减仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJUL
0.43%0.52%$737.8万15.0万股$654.0万14.2万股+7,379股+5.19%加仓
MMAIN SECTOR ROTATION ETFSECT
0.43%0.05%$735.1万10.3万股$61.4万1.0万股+9.3万股+917.25%加仓
IiShares黄金信托IAU
0.42%0.56%$723.3万9.5万股$700.5万7.9万股+1.5万股+19.49%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.42%0.5%$721.3万14.4万股$632.6万13.7万股+6,826股+4.98%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPOCT
0.42%0.5%$718.1万15.3万股$631.9万14.7万股+6,391股+4.36%加仓
IInnovator ETF信托EALT
0.41%0.28%$700.9万19.3万股$355.1万10.6万股+8.8万股+82.87%加仓
IiShares安硕信托AGG
0.41%0.24%$700.2万7.2万股$299.3万3.0万股+4.2万股+138.80%加仓
特斯拉TSLA
0.4%0.41%$686.2万2.1万股$523.3万1.7万股+4,121股+23.98%加仓
DDimensional维度ETF信托DFIC
0.38%0.46%$653.3万17.1万股$583.8万16.4万股+6,498股+3.95%加仓
摩根大通JPM
0.38%0.4%$651.2万1.8万股$500.0万1.7万股+1,469股+8.64%加仓
埃克森美孚XOM
0.38%0.56%$643.0万4.1万股$704.8万4.2万股-73股-0.18%减仓
I景顺QQQ信托VOO
0.38%0.47%$638.9万9,126股$594.0万1.0万股-1,165股-11.32%减仓

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