TriaGen Wealth Management LLC
Calabasas CA · SEC CIK 0001843848
$4.00亿2026Q2 申报市值
185持仓数
41.3%前十大占比 · 第一大 7.5%
35 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
TQQQ 新建仓+$726.12万
NBIX 新建仓+$265.51万
QTEC 新建仓+$255.13万
VTRS 新建仓+$251.23万
FXL 新建仓+$248.20万
2026Q2 卖出最多 按季末市值估算
FLOT 减仓-$1,655.31万
MRVL 减仓-$606.83万
AAPL 减仓-$433.40万
DIREXION SHARES 清仓-$388.23万
MU 减仓-$384.72万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -115,648 | -100.0% | -$388.23万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -3,218 | -100.0% | -$278.47万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -7,943 | -100.0% | -$249.52万 | 清仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $0 | 0.00% | 0 | -50,327 | -100.0% | -$245.24万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -8,001 | -100.0% | -$236.31万 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -3,971 | -100.0% | -$154.17万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -10,450 | -100.0% | -$145.64万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -2,739 | -100.0% | -$129.62万 | 清仓 |
| LRCX | LAM RESEARCH CORP | $0 | 0.00% | 0 | -6,011 | -100.0% | -$128.43万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -1,910 | -100.0% | -$121.35万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -25,882 | -100.0% | -$115.72万 | 清仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -49,595 | -100.0% | -$111.39万 | 清仓 |
| AA | ALCOA CORP | $0 | 0.00% | 0 | -14,782 | -100.0% | -$98.05万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -11,453 | -100.0% | -$92.27万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -21,411 | -100.0% | -$90.87万 | 清仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $0 | 0.00% | 0 | -38,543 | -100.0% | -$90.15万 | 清仓 |
| CAR | AVIS BUDGET GROUP INC | $0 | 0.00% | 0 | -5,764 | -100.0% | -$84.07万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -6,357 | -100.0% | -$82.54万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,993 | -100.0% | -$75.71万 | 清仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $0 | 0.00% | 0 | -50,400 | -100.0% | -$74.79万 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -14,150 | -100.0% | -$69.36万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -1,958 | -100.0% | -$55.03万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -11,908 | -100.0% | -$49.60万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -650 | -100.0% | -$38.84万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,367 | -100.0% | -$30.90万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -469 | -100.0% | -$20.35万 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $5.28万 | 0.01% | 14,400 | 14,400 | — | $5.28万 | 新建仓 |
| PLUG | PLUG PWR INC | $6.12万 | 0.02% | 22,598 | 22,598 | — | $6.12万 | 新建仓 |
| — | INVESCO CALIF VALUE MUN INCO | $11.11万 | 0.03% | 10,300 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $12.31万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.30万 | 0.05% | 1,254 | 0 | 0.0% | — | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $20.34万 | 0.05% | 616 | 616 | — | $20.34万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.36万 | 0.05% | 21,682 | 21,682 | — | $20.36万 | 新建仓 |
| MRNA | MODERNA INC | $20.50万 | 0.05% | 2,927 | 2,927 | — | $20.50万 | 新建仓 |
| UNP | UNION PAC CORP | $20.65万 | 0.05% | 759 | -375 | -33.1% | -$10.20万 | 减仓 |
| WELL | WELLTOWER INC | $20.99万 | 0.05% | 925 | 925 | — | $20.99万 | 新建仓 |
| CAT | CATERPILLAR INC | $21.30万 | 0.05% | 200 | 200 | — | $21.30万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $21.91万 | 0.05% | 430 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $23.03万 | 0.06% | 4,639 | -620 | -11.8% | -$3.08万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $23.13万 | 0.06% | 291 | 16 | 5.8% | $1.27万 | 加仓 |
| ETR | ENTERGY CORP NEW | $23.86万 | 0.06% | 2,077 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC 看涨期权 | $24.27万 | 0.06% | 1,000 | 1,000 | — | $24.27万 | 新建仓 |
| EMR | EMERSON ELEC CO | $24.78万 | 0.06% | 1,731 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.85万 | 0.06% | 598 | -15 | -2.4% | -$6,234 | 重新持有 |
| AXON | AXON ENTERPRISE INC | $25.17万 | 0.06% | 449 | 449 | — | $25.17万 | 新建仓 |
| AMGN | AMGEN INC | $25.53万 | 0.06% | 705 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $26.50万 | 0.07% | 2,477 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES INC | $26.88万 | 0.07% | 6,610 | -45 | -0.7% | -$1,830 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $26.92万 | 0.07% | 3,731 | 880 | 30.9% | $6.35万 | 加仓 |
| KO | COCA COLA CO | $27.41万 | 0.07% | 3,373 | 5 | 0.1% | $406 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.45万 | 0.07% | 539 | -10 | -1.8% | -$5,093 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $27.47万 | 0.07% | 1,106 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $28.45万 | 0.07% | 505 | -6 | -1.2% | -$3,380 | 减仓 |
| LLY | ELI LILLY & CO | $29.27万 | 0.07% | 244 | -254 | -51.0% | -$30.47万 | 重新持有 |
| AME | AMETEK INC | $30.24万 | 0.08% | 1,250 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $30.45万 | 0.08% | 4,679 | -1 | -0.0% | -$65 | 减仓 |
| DIVO | AMPLIFY ETF TR | $30.85万 | 0.08% | 6,750 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $32.66万 | 0.08% | 53,188 | 53,188 | — | $32.66万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $33.93万 | 0.08% | 3,677 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $34.28万 | 0.09% | 2,096 | 95 | 4.7% | $1.55万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $36.61万 | 0.09% | 767 | -39 | -4.8% | -$1.86万 | 减仓 |
| BAC | BANK OF AMER CORP | $37.17万 | 0.09% | 6,523 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $37.86万 | 0.09% | 2,093 | 30 | 1.5% | $5,427 | 加仓 |
| REGL | PROSHARES TR | $38.14万 | 0.10% | 4,165 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.58万 | 0.10% | 515 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $39.03万 | 0.10% | 3,037 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $39.32万 | 0.10% | 3,472 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $39.74万 | 0.10% | 1,836 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $40.01万 | 0.10% | 1,038 | 14 | 1.4% | $5,397 | 加仓 |
| QQQ | INVESCO QQQ TR | $40.72万 | 0.10% | 553 | -1,390 | -71.5% | -$102.36万 | 减仓 |
| SBUX | STARBUCKS CORP | $41.64万 | 0.10% | 4,075 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $42.20万 | 0.11% | 600 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $42.38万 | 0.11% | 10,010 | 334 | 3.5% | $1.41万 | 加仓 |
| AZO | AUTOZONE INC | $42.83万 | 0.11% | 134 | 2 | 1.5% | $6,392 | 加仓 |
| ETN | EATON CORP PLC | $43.81万 | 0.11% | 1,028 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.93万 | 0.11% | 1,625 | -6,231 | -79.3% | -$168.43万 | 减仓 |
| AFL | AFLAC INC | $44.34万 | 0.11% | 3,781 | 46 | 1.2% | $5,394 | 加仓 |
| TJX | TJX COS INC NEW | $44.97万 | 0.11% | 2,968 | 2 | 0.1% | $303 | 加仓 |
| AMAT | APPLIED MATLS INC | $45.33万 | 0.11% | 627 | -93 | -12.9% | -$6.72万 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $45.83万 | 0.11% | 1,400 | 1,400 | — | $45.83万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $45.89万 | 0.11% | 17,952 | 6 | 0.0% | $153 | 加仓 |
| VGT | VANGUARD WORLD FD | $46.85万 | 0.12% | 3,920 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $47.85万 | 0.12% | 2,011 | 18 | 0.9% | $4,283 | 加仓 |
| ORCL | ORACLE CORP | $49.20万 | 0.12% | 3,357 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $49.43万 | 0.12% | 10,039 | -2,563 | -20.3% | -$12.62万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $51.08万 | 0.13% | 8,558 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $51.36万 | 0.13% | 10,807 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $51.52万 | 0.13% | 2,568 | -11 | -0.4% | -$2,207 | 减仓 |
| RVTY | REVVITY INC | $53.03万 | 0.13% | 4,767 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC | $55.18万 | 0.14% | 6,144 | 101 | 1.7% | $9,071 | 加仓 |
| ABBV | ABBVIE INC 看涨期权 | $55.36万 | 0.14% | 2,200 | 2,200 | — | $55.36万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $57.68万 | 0.14% | 6,696 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $58.99万 | 0.15% | 502 | -8 | -1.6% | -$9,401 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $60.03万 | 0.15% | 12,459 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $62.72万 | 0.16% | 2,624 | 16 | 0.6% | $3,824 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.85万 | 0.16% | 1,082 | 87 | 8.7% | $5.05万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.96万 | 0.16% | 2,239 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $64.19万 | 0.16% | 11,737 | -62 | -0.5% | -$3,391 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $64.52万 | 0.16% | 5,832 | 106 | 1.9% | $1.17万 | 加仓 |
| SUSA | ISHARES TR | $73.17万 | 0.18% | 4,742 | -127 | -2.6% | -$1.96万 | 减仓 |