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 |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | $3,476.09万 | 9.50% | 682,255 | 192,792 | 39.4% | $982.28万 | 加仓 |
| AAPL | APPLE INC | $3,005.93万 | 8.21% | 118,442 | -53,122 | -31.0% | -$1,348.18万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $2,349.42万 | 6.42% | 590,157 | 1,786 | 0.3% | $7.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,540.81万 | 4.21% | 53,653 | 768 | 1.5% | $22.06万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $1,188.49万 | 3.25% | 287,006 | 1,499 | 0.5% | $6.21万 | 加仓 |
| DGRO | ISHARES TR | $1,179.04万 | 3.22% | 168,002 | 5,708 | 3.5% | $40.06万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,136.56万 | 3.10% | 48,088 | 567 | 1.2% | $13.40万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,100.40万 | 3.01% | 377,754 | -2,804 | -0.7% | -$8.17万 | 减仓 |
| VB | VANGUARD INDEX FDS | $971.75万 | 2.65% | 37,101 | 97 | 0.3% | $2.54万 | 加仓 |
| IAU | ISHARES GOLD TR | $776.13万 | 2.12% | 88,036 | -946 | -1.1% | -$8.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $700.83万 | 1.91% | 40,185 | -3,281 | -7.5% | -$57.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $604.43万 | 1.65% | 6,066 | 1,541 | 34.1% | $153.55万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $452.87万 | 1.24% | 20,845 | 106 | 0.5% | $2.30万 | 加仓 |
| CVX | CHEVRON CORPORATION | $442.70万 | 1.21% | 21,397 | -10,609 | -33.1% | -$219.50万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $402.73万 | 1.10% | 50,291 | -3,107 | -5.8% | -$24.88万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $388.23万 | 1.06% | 115,648 | 115,648 | — | $388.23万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $367.33万 | 1.00% | 46,339 | 1,096 | 2.4% | $8.69万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $357.47万 | 0.98% | 118,288 | 3,379 | 2.9% | $10.21万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $329.39万 | 0.90% | 66,076 | 12,620 | 23.6% | $62.91万 | 加仓 |
| BIL | SPDR SERIES TRUST | $327.15万 | 0.89% | 35,700 | 30,274 | 557.9% | $277.43万 | 加仓 |
| DIS | DISNEY WALT CO | $322.92万 | 0.88% | 33,505 | 893 | 2.7% | $8.61万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $301.16万 | 0.82% | 9,387 | -48 | -0.5% | -$1.54万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $282.21万 | 0.77% | 5,648 | -273 | -4.6% | -$13.64万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $281.67万 | 0.77% | 4,008 | 49 | 1.2% | $3.44万 | 加仓 |
| MCK | MCKESSON CORP | $278.47万 | 0.76% | 3,218 | -212 | -6.2% | -$18.35万 | 减仓 |
| — | ELECTRONIC ARTS INC | $276.18万 | 0.75% | 13,547 | -827 | -5.8% | -$16.86万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $275.29万 | 0.75% | 58,635 | 2,187 | 3.9% | $10.27万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $275.10万 | 0.75% | 5,797 | 1,534 | 36.0% | $72.80万 | 加仓 |
| IUSG | ISHARES TR | $262.01万 | 0.72% | 16,892 | -210 | -1.2% | -$3.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $255.99万 | 0.70% | 27,561 | 22,342 | 428.1% | $207.51万 | 加仓 |
| COR | CENCORA INC | $249.52万 | 0.68% | 7,943 | -439 | -5.2% | -$13.79万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $245.24万 | 0.67% | 50,327 | -56,511 | -52.9% | -$275.38万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $245.11万 | 0.67% | 29,621 | 2,532 | 9.3% | $20.95万 | 加仓 |
| MCD | MCDONALDS CORP | $244.16万 | 0.67% | 7,856 | -6,496 | -45.3% | -$201.89万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $241.68万 | 0.66% | 24,400 | -500 | -2.0% | -$4.95万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $237.89万 | 0.65% | 8,087 | -215 | -2.6% | -$6.32万 | 减仓 |
| CME | CME GROUP INC | $236.31万 | 0.65% | 8,001 | -547 | -6.4% | -$16.16万 | 减仓 |
| ESGD | ISHARES TR | $235.88万 | 0.64% | 24,668 | -396 | -1.6% | -$3.79万 | 减仓 |
| XEL | XCEL ENERGY INC | $233.80万 | 0.64% | 29,431 | -1,826 | -5.8% | -$14.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $224.06万 | 0.61% | 6,053 | -391 | -6.1% | -$14.47万 | 减仓 |
| ABNB | AIRBNB INC | $215.56万 | 0.59% | 17,070 | -1,925 | -10.1% | -$24.31万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $208.18万 | 0.57% | 6,162 | 3,109 | 101.8% | $105.03万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $203.31万 | 0.56% | 11,295 | -722 | -6.0% | -$13.00万 | 减仓 |
| T | AT&T INC | $193.56万 | 0.53% | 66,767 | 2,447 | 3.8% | $7.09万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $192.00万 | 0.52% | 9,797 | -146 | -1.5% | -$2.86万 | 减仓 |
| AMZN | AMAZON COM INC | $191.63万 | 0.52% | 9,201 | -711 | -7.2% | -$14.81万 | 减仓 |
| V | VISA INC | $181.19万 | 0.49% | 5,995 | -129 | -2.1% | -$3.90万 | 减仓 |
| SHY | ISHARES TR | $179.35万 | 0.49% | 21,721 | 85 | 0.4% | $7,019 | 加仓 |
| — | EXXON MOBIL CORP | $170.94万 | 0.47% | 10,076 | 114 | 1.1% | $1.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $167.62万 | 0.46% | 3,498 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $167.56万 | 0.46% | 16,387 | 0 | 0.0% | — | 不变 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $165.93万 | 0.45% | 34,698 | 446 | 1.3% | $2.13万 | 加仓 |
| USRT | ISHARES TR | $165.02万 | 0.45% | 27,879 | 27,879 | — | $165.02万 | 新建仓 |
| CIEN | CIENA CORP | $154.17万 | 0.42% | 3,971 | 57 | 1.5% | $2.21万 | 加仓 |
| TSLA | TESLA INC | $152.05万 | 0.42% | 4,090 | -595 | -12.7% | -$22.12万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $150.01万 | 0.41% | 5,546 | 25 | 0.5% | $6,762 | 加仓 |
| SHYG | ISHARES TR | $148.91万 | 0.41% | 35,196 | 1,387 | 4.1% | $5.87万 | 加仓 |
| GOOGL | ALPHABET INC | $148.89万 | 0.41% | 5,178 | -56 | -1.1% | -$1.61万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $145.64万 | 0.40% | 10,450 | -990 | -8.7% | -$13.80万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $144.40万 | 0.39% | 40,700 | 24,876 | 157.2% | $88.26万 | 重新持有 |
| GOOG | ALPHABET INC | $139.67万 | 0.38% | 4,869 | 813 | 20.0% | $23.32万 | 加仓 |
| NKE | NIKE INC | $138.69万 | 0.38% | 26,258 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $137.14万 | 0.37% | 27,097 | -2,631 | -8.9% | -$13.32万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $129.62万 | 0.35% | 2,739 | 2,739 | — | $129.62万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $128.43万 | 0.35% | 6,011 | 6,011 | — | $128.43万 | 新建仓 |
| SNDK | SANDISK CORP | $121.35万 | 0.33% | 1,910 | 1,910 | — | $121.35万 | 新建仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $119.41万 | 0.33% | 5,946 | 5,946 | — | $119.41万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $118.84万 | 0.32% | 23,870 | -1,616 | -6.3% | -$8.05万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $116.53万 | 0.32% | 30,577 | 30,577 | — | $116.53万 | 新建仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $116.38万 | 0.32% | 7,892 | -9,536 | -54.7% | -$140.63万 | 减仓 |
| RTX | RTX CORPORATION | $115.91万 | 0.32% | 6,009 | -160 | -2.6% | -$3.09万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $115.73万 | 0.32% | 22,949 | 7,783 | 51.3% | $39.25万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $115.72万 | 0.32% | 25,882 | -7,980 | -23.6% | -$35.68万 | 减仓 |
| IEF | ISHARES TR | $115.45万 | 0.32% | 12,097 | 680 | 6.0% | $6.49万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $115.23万 | 0.31% | 23,096 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $112.15万 | 0.31% | 1,943 | 1,390 | 251.4% | $80.23万 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $111.39万 | 0.30% | 49,595 | 49,595 | — | $111.39万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $109.37万 | 0.30% | 3,412 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $101.00万 | 0.28% | 4,132 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $100.75万 | 0.28% | 36,688 | -700 | -1.9% | -$1.92万 | 减仓 |
| AVGO | BROADCOM INC | $99.76万 | 0.27% | 3,223 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $98.05万 | 0.27% | 14,782 | 14,782 | — | $98.05万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $95.84万 | 0.26% | 19,000 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $92.98万 | 0.25% | 42,205 | 42,205 | — | $92.98万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $92.27万 | 0.25% | 11,453 | 11,453 | — | $92.27万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $91.97万 | 0.25% | 14,353 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $90.96万 | 0.25% | 8,541 | 0 | 0.0% | — | 不变 |
| APA | APA CORPORATION | $90.87万 | 0.25% | 21,411 | 21,411 | — | $90.87万 | 新建仓 |
| FALN | ISHARES TR | $90.55万 | 0.25% | 33,887 | 1,632 | 5.1% | $4.36万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $90.15万 | 0.25% | 38,543 | 38,543 | — | $90.15万 | 新建仓 |
| SSRM | SSR MINING IN | $88.43万 | 0.24% | 30,105 | 168 | 0.6% | $4,935 | 加仓 |
| MS | MORGAN STANLEY | $86.70万 | 0.24% | 5,268 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $84.07万 | 0.23% | 5,764 | 699 | 13.8% | $10.19万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $82.54万 | 0.23% | 6,357 | 6,357 | — | $82.54万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $79.75万 | 0.22% | 5,521 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $78.30万 | 0.21% | 1,204 | -129 | -9.7% | -$8.39万 | 减仓 |
| HD | HOME DEPOT INC | $76.01万 | 0.21% | 2,311 | -101 | -4.2% | -$3.32万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $75.71万 | 0.21% | 1,993 | 22 | 1.1% | $8,358 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $74.79万 | 0.20% | 50,400 | 669 | 1.3% | $9,928 | 加仓 |
| LNG | CHENIERE ENERGY INC | $74.00万 | 0.20% | 2,608 | -15,813 | -85.8% | -$448.71万 | 重新持有 |