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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.19% | 1 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $75.30万 | 0.19% | 14,447 | -24 | -0.2% | -$1,251 | 减仓 |
| GE | GE AEROSPACE | $78.35万 | 0.20% | 2,096 | -39 | -1.8% | -$1.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $80.96万 | 0.20% | 5,521 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $81.50万 | 0.20% | 2,311 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $82.60万 | 0.21% | 1,106 | -98 | -8.1% | -$7.32万 | 减仓 |
| SSRM | SSR MINING IN | $85.96万 | 0.21% | 30,395 | 290 | 1.0% | $8,201 | 加仓 |
| CC | CHEMOURS CO | $86.35万 | 0.22% | 42,081 | -124 | -0.3% | -$2,544 | 减仓 |
| — | SELECTQUOTE INC | $88.78万 | 0.22% | 1,055,500 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $90.57万 | 0.23% | 9,032 | 247 | 2.8% | $2.48万 | 重新持有 |
| SUB | ISHARES TR | $90.94万 | 0.23% | 8,541 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $91.71万 | 0.23% | 33,667 | -220 | -0.6% | -$5,993 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $91.98万 | 0.23% | 16,769 | 16,769 | — | $91.98万 | 新建仓 |
| TXG | 10X GENOMICS INC | $92.04万 | 0.23% | 24,006 | 256 | 1.1% | $9,815 | 加仓 |
| MKC | MCCORMICK & CO INC | $94.79万 | 0.24% | 18,800 | -200 | -1.1% | -$1.01万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $98.02万 | 0.25% | 36,768 | 80 | 0.2% | $2,133 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $102.27万 | 0.26% | 14,353 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $104.42万 | 0.26% | 4,566 | 4,566 | — | $104.42万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $104.94万 | 0.26% | 4,132 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $107.97万 | 0.27% | 16,821 | 16,821 | — | $107.97万 | 新建仓 |
| NKE | NIKE INC | $110.25万 | 0.28% | 26,858 | 600 | 2.3% | $2.46万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $111.56万 | 0.28% | 38,100 | -2,600 | -6.4% | -$7.61万 | 减仓 |
| AVGO | BROADCOM INC | $112.61万 | 0.28% | 2,981 | -242 | -7.5% | -$9.14万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $113.96万 | 0.29% | 63,065 | 63,065 | — | $113.96万 | 新建仓 |
| RTX | RTX CORPORATION | $114.01万 | 0.29% | 6,009 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES TR | $114.41万 | 0.29% | 12,098 | 1 | 0.0% | $95 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $114.57万 | 0.29% | 23,015 | -855 | -3.6% | -$4.26万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $116.82万 | 0.29% | 23,096 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $117.48万 | 0.29% | 3,412 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $120.02万 | 0.30% | 4,029 | -20,371 | -83.5% | -$606.83万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $120.13万 | 0.30% | 14,390 | 14,390 | — | $120.13万 | 新建仓 |
| HUM | HUMANA INC | $120.72万 | 0.30% | 3,039 | 3,039 | — | $120.72万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $120.91万 | 0.30% | 10,228 | 10,228 | — | $120.91万 | 新建仓 |
| WOLF | WOLFSPEED INC | $121.00万 | 0.30% | 25,077 | 25,077 | — | $121.00万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $121.38万 | 0.30% | 24,003 | -3,094 | -11.4% | -$15.65万 | 减仓 |
| ALB | ALBEMARLE CORP | $129.53万 | 0.32% | 9,593 | 8,280 | 630.6% | $111.80万 | 加仓 |
| — | EXXON MOBIL CORP | $137.81万 | 0.34% | 10,080 | 4 | 0.0% | $547 | 加仓 |
| ECHO | ECHOSTAR CORP | $139.22万 | 0.35% | 13,716 | 13,716 | — | $139.22万 | 新建仓 |
| ROST | ROSS STORES INC | $139.44万 | 0.35% | 6,551 | 6,551 | — | $139.44万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $140.81万 | 0.35% | 59,615 | 59,615 | — | $140.81万 | 新建仓 |
| T | AT&T INC | $142.22万 | 0.36% | 68,706 | 1,939 | 2.9% | $4.01万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $143.86万 | 0.36% | 16,528 | -15,272 | -48.0% | -$132.93万 | 重新持有 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $147.50万 | 0.37% | 21,186 | 21,186 | — | $147.50万 | 新建仓 |
| SHYG | ISHARES TR | $148.15万 | 0.37% | 34,932 | -264 | -0.8% | -$1.12万 | 减仓 |
| NUE | NUCOR CORP | $152.78万 | 0.38% | 6,859 | 6,859 | — | $152.78万 | 新建仓 |
| CVE | CENOVUS ENERGY INC | $155.06万 | 0.39% | 62,500 | 62,500 | — | $155.06万 | 新建仓 |
| CALI | BLACKROCK ETF TRUST II | $156.76万 | 0.39% | 31,020 | 8,071 | 35.2% | $40.79万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $164.68万 | 0.41% | 20,034 | 20,034 | — | $164.68万 | 新建仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $166.50万 | 0.42% | 34,436 | -262 | -0.8% | -$1.27万 | 减仓 |
| TSLA | TESLA INC | $172.03万 | 0.43% | 4,090 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $175.64万 | 0.44% | 4,971 | 102 | 2.1% | $3.60万 | 加仓 |
| SHY | ISHARES TR | $177.30万 | 0.44% | 21,592 | -129 | -0.6% | -$1.06万 | 减仓 |
| IUSV | ISHARES TR | $179.59万 | 0.45% | 16,304 | -83 | -0.5% | -$9,143 | 减仓 |
| GOOGL | ALPHABET INC | $180.25万 | 0.45% | 5,044 | -134 | -2.6% | -$4.79万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $186.57万 | 0.47% | 4,263 | -1,534 | -26.5% | -$67.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $189.35万 | 0.47% | 3,784 | 286 | 8.2% | $14.31万 | 加仓 |
| AMZN | AMAZON COM INC | $195.46万 | 0.49% | 8,201 | -1,000 | -10.9% | -$23.83万 | 减仓 |
| USRT | ISHARES TR | $195.91万 | 0.49% | 29,482 | 1,603 | 5.7% | $10.65万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $204.96万 | 0.51% | 9,670 | -127 | -1.3% | -$2.69万 | 减仓 |
| CSCO | CISCO SYS INC | $208.99万 | 0.52% | 17,793 | 12,084 | 211.7% | $141.94万 | 加仓 |
| MSFT | MICROSOFT CORP | $215.57万 | 0.54% | 5,779 | -274 | -4.5% | -$10.22万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $225.65万 | 0.56% | 7,919 | 27 | 0.3% | $7,694 | 加仓 |
| MET | METLIFE INC | $226.30万 | 0.57% | 26,746 | 26,746 | — | $226.30万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $228.24万 | 0.57% | 4,647 | 4,647 | — | $228.24万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $232.24万 | 0.58% | 25,673 | -24,618 | -49.0% | -$222.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $232.53万 | 0.58% | 26,493 | -1,068 | -3.9% | -$9.37万 | 减仓 |
| XEL | XCEL ENERGY INC | $235.79万 | 0.59% | 29,364 | -67 | -0.2% | -$5,380 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $239.10万 | 0.60% | 42,417 | 42,417 | — | $239.10万 | 新建仓 |
| ABNB | AIRBNB INC | $240.49万 | 0.60% | 16,806 | -264 | -1.5% | -$3.78万 | 减仓 |
| INTC | INTEL CORP | $242.20万 | 0.61% | 17,346 | 10,659 | 159.4% | $148.83万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $243.83万 | 0.61% | 29,501 | -120 | -0.4% | -$9,918 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $248.20万 | 0.62% | 11,426 | 11,426 | — | $248.20万 | 新建仓 |
| VTRS | VIATRIS INC | $251.23万 | 0.63% | 158,207 | 158,207 | — | $251.23万 | 新建仓 |
| ESGD | ISHARES TR | $251.91万 | 0.63% | 24,502 | -166 | -0.7% | -$1.71万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $255.13万 | 0.64% | 7,623 | 7,623 | — | $255.13万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $256.73万 | 0.64% | 56,335 | 25,758 | 84.2% | $117.39万 | 加仓 |
| MS | MORGAN STANLEY | $256.89万 | 0.64% | 12,289 | 7,021 | 133.3% | $146.77万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $258.58万 | 0.65% | 11,269 | -26 | -0.2% | -$5,966 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $258.92万 | 0.65% | 10,445 | 4,499 | 75.7% | $111.53万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $265.51万 | 0.66% | 15,754 | 15,754 | — | $265.51万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $267.37万 | 0.67% | 4,186 | -1,360 | -24.5% | -$86.87万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $274.80万 | 0.69% | 58,705 | 70 | 0.1% | $3,277 | 加仓 |
| — | ELECTRONIC ARTS INC | $277.48万 | 0.69% | 13,533 | -14 | -0.1% | -$2,871 | 减仓 |
| MA | MASTERCARD INCORPORATED | $289.62万 | 0.72% | 5,639 | -9 | -0.2% | -$4,622 | 减仓 |
| IUSG | ISHARES TR | $310.03万 | 0.78% | 16,483 | -409 | -2.4% | -$7.69万 | 减仓 |
| ABBV | ABBVIE INC | $314.50万 | 0.79% | 12,498 | 9,378 | 300.6% | $235.99万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $326.55万 | 0.82% | 2,829 | -3,333 | -54.1% | -$384.72万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $329.32万 | 0.82% | 126,953 | 8,665 | 7.3% | $22.48万 | 加仓 |
| DIS | DISNEY WALT CO | $336.24万 | 0.84% | 34,934 | 1,429 | 4.3% | $13.75万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $341.42万 | 0.85% | 3,979 | -29 | -0.7% | -$2.49万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $346.45万 | 0.87% | 9,362 | -25 | -0.3% | -$9,251 | 减仓 |
| CVX | CHEVRON CORPORATION | $354.39万 | 0.89% | 21,380 | -17 | -0.1% | -$2,818 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $357.08万 | 0.89% | 71,160 | 5,084 | 7.7% | $25.51万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $366.13万 | 0.92% | 46,328 | -11 | -0.0% | -$869 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $367.55万 | 0.92% | 3,929 | -2,137 | -35.2% | -$199.91万 | 减仓 |
| V | VISA INC | $435.66万 | 1.09% | 12,698 | 6,703 | 111.8% | $229.97万 | 加仓 |
| BIL | SPDR SERIES TRUST | $446.23万 | 1.12% | 48,694 | 12,994 | 36.4% | $119.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $494.89万 | 1.24% | 15,119 | 7,032 | 87.0% | $230.18万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $510.62万 | 1.28% | 21,014 | 169 | 0.8% | $4.11万 | 加仓 |
| IAU | ISHARES GOLD TR | $673.21万 | 1.68% | 89,155 | 1,119 | 1.3% | $8.45万 | 加仓 |