TriaGen Wealth Management LLC
Calabasas CA · SEC CIK 0001843848
$3.66亿2026Q1 申报市值
171持仓数
45.7%前十大占比 · 第一大 9.5%
22 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FLOT 加仓+$982.28万
DIREXION SHARES 新建仓+$388.23万
BIL 加仓+$277.43万
NEE 加仓+$207.51万
USRT 新建仓+$165.02万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$1,348.18万
LNG 重新持有-$448.71万
PLTR 清仓-$400.99万
DPZ 清仓-$317.87万
CNQ 减仓-$275.38万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -22,559 | -100.0% | -$400.99万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -7,626 | -100.0% | -$317.87万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -15,730 | -100.0% | -$252.92万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -25,186 | -100.0% | -$241.94万 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -9,295 | -100.0% | -$237.98万 | 清仓 |
| FXO | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -38,653 | -100.0% | -$233.27万 | 清仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,552 | -100.0% | -$230.20万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -3,364 | -100.0% | -$226.67万 | 清仓 |
| FXU | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -50,104 | -100.0% | -$225.52万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -23,619 | -100.0% | -$225.21万 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -10,069 | -100.0% | -$162.08万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -11,596 | -100.0% | -$115.79万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -14,200 | -100.0% | -$104.37万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -48,007 | -100.0% | -$97.98万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -11,545 | -100.0% | -$91.62万 | 清仓 |
| FXR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -11,366 | -100.0% | -$90.78万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -6,315 | -100.0% | -$83.84万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -5,264 | -100.0% | -$65.95万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -10,577 | -100.0% | -$40.27万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,018 | -100.0% | -$26.97万 | 清仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $0 | 0.00% | 0 | -8,060 | -100.0% | -$22.99万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -740 | -100.0% | -$21.90万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -12,800 | -100.0% | -$21.43万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -1,315 | -100.0% | -$20.94万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO CALIF VALUE MUN INCO | $10.75万 | 0.03% | 10,300 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $11.57万 | 0.03% | 10,000 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $20.02万 | 0.05% | 275 | 275 | — | $20.02万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.24万 | 0.06% | 995 | -2,093 | -67.8% | -$42.58万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $20.35万 | 0.06% | 469 | 469 | — | $20.35万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.51万 | 0.06% | 2,851 | 218 | 8.3% | $1.57万 | 加仓 |
| EMR | EMERSON ELEC CO | $22.68万 | 0.06% | 1,731 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $23.34万 | 0.06% | 2,077 | 2,077 | — | $23.34万 | 新建仓 |
| ALB | ALBEMARLE CORP | $23.57万 | 0.06% | 1,313 | 1,313 | — | $23.57万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $24.61万 | 0.07% | 720 | 720 | — | $24.61万 | 新建仓 |
| AMGN | AMGEN INC | $24.81万 | 0.07% | 705 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $24.96万 | 0.07% | 2,477 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $25.61万 | 0.07% | 3,368 | 0 | 0.0% | — | 不变 |
| FCAL | FIRST TR EXCH TRADED FD III | $25.71万 | 0.07% | 5,259 | -264 | -4.8% | -$1.29万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $25.99万 | 0.07% | 430 | 0 | 0.0% | — | 不变 |
| EMHY | ISHARES INC | $26.21万 | 0.07% | 6,655 | 153 | 2.4% | $6,025 | 加仓 |
| AME | AMETEK INC | $26.80万 | 0.07% | 1,250 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $27.20万 | 0.07% | 1,024 | 22 | 2.2% | $5,844 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $27.23万 | 0.07% | 806 | -240 | -22.9% | -$8.11万 | 减仓 |
| UNP | UNION PAC CORP | $27.51万 | 0.08% | 1,134 | -22 | -1.9% | -$5,338 | 减仓 |
| VSAT | VIASAT INC | $27.68万 | 0.08% | 6,043 | 6,043 | — | $27.68万 | 新建仓 |
| META | META PLATFORMS INC | $29.24万 | 0.08% | 511 | -23 | -4.3% | -$1.32万 | 减仓 |
| INTC | INTEL CORP | $29.51万 | 0.08% | 6,687 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $30.27万 | 0.08% | 6,750 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $30.40万 | 0.08% | 4,680 | 280 | 6.4% | $1.82万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $30.89万 | 0.08% | 1,106 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $30.90万 | 0.08% | 1,367 | 1 | 0.1% | $226 | 加仓 |
| BAC | BANK AMERICA CORP | $31.80万 | 0.09% | 6,523 | -61 | -0.9% | -$2,974 | 减仓 |
| IVV | ISHARES TR | $33.65万 | 0.09% | 515 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $34.11万 | 0.09% | 2,063 | -389 | -15.9% | -$6.43万 | 减仓 |
| VGT | VANGUARD WORLD FD | $34.19万 | 0.09% | 490 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $34.53万 | 0.09% | 2,001 | 56 | 2.9% | $9,664 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $34.56万 | 0.09% | 3,677 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $35.99万 | 0.10% | 4,165 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $36.51万 | 0.10% | 4,075 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $36.53万 | 0.10% | 3,037 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $36.54万 | 0.10% | 1,836 | -622 | -25.3% | -$12.38万 | 减仓 |
| ETN | EATON CORP PLC | $36.77万 | 0.10% | 1,028 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $37.01万 | 0.10% | 600 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $37.45万 | 0.10% | 549 | -100 | -15.4% | -$6.82万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $38.84万 | 0.11% | 650 | 650 | — | $38.84万 | 新建仓 |
| AFL | AFLAC INC | $40.98万 | 0.11% | 3,735 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $41.32万 | 0.11% | 1,993 | 0 | 0.0% | — | 不变 |
| RVTY | REVVITY INC | $41.76万 | 0.11% | 4,767 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $43.15万 | 0.12% | 3,472 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $44.30万 | 0.12% | 5,709 | -298 | -5.0% | -$2.31万 | 减仓 |
| CSX | CSX CORP | $44.36万 | 0.12% | 10,807 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $44.53万 | 0.12% | 510 | -71 | -12.2% | -$6.20万 | 减仓 |
| AZO | AUTOZONE INC | $44.59万 | 0.12% | 132 | -1 | -0.8% | -$3,378 | 减仓 |
| EMLC | VANECK ETF TRUST | $45.06万 | 0.12% | 17,946 | 403 | 2.3% | $1.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.26万 | 0.13% | 8,558 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $47.05万 | 0.13% | 2,579 | -77 | -2.9% | -$1.40万 | 减仓 |
| TJX | TJX COS INC NEW | $47.37万 | 0.13% | 2,966 | 2 | 0.1% | $319 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $47.65万 | 0.13% | 12,602 | 6,221 | 97.5% | $23.52万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $48.57万 | 0.13% | 9,676 | 97 | 1.0% | $4,869 | 加仓 |
| VUG | VANGUARD INDEX FDS | $48.75万 | 0.13% | 1,116 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $49.38万 | 0.13% | 3,357 | -339 | -9.2% | -$4.99万 | 减仓 |
| DOW | DOW HLDGS INC | $49.60万 | 0.14% | 11,908 | 11,908 | — | $49.60万 | 新建仓 |
| TXG | 10X GENOMICS INC | $50.42万 | 0.14% | 23,750 | 546 | 2.4% | $1.16万 | 加仓 |
| ESGE | ISHARES INC | $53.65万 | 0.15% | 11,799 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.27万 | 0.15% | 2,239 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $55.03万 | 0.15% | 1,958 | -7 | -0.4% | -$1,967 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $58.60万 | 0.16% | 12,459 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $60.59万 | 0.17% | 2,135 | -3,409 | -61.5% | -$96.74万 | 减仓 |
| SUSA | ISHARES TR | $64.32万 | 0.18% | 4,869 | -300 | -5.8% | -$3.96万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $64.81万 | 0.18% | 5,726 | 99 | 1.8% | $1.12万 | 加仓 |
| NUSC | NUSHARES ETF TR | $65.21万 | 0.18% | 14,471 | -849 | -5.5% | -$3.83万 | 减仓 |
| — | SELECTQUOTE INC | $66.44万 | 0.18% | 1,055,500 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $67.86万 | 0.19% | 3,120 | -47 | -1.5% | -$1.02万 | 减仓 |
| EXC | EXELON CORP | $69.36万 | 0.19% | 14,150 | 327 | 2.4% | $1.60万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.20% | 1 | 0 | 0.0% | — | 不变 |