13F 机构持仓

Triad Wealth Partners, LLC

LAWRENCE KS · SEC CIK 0002012717

2026Q22026Q1 更早 9 个季度 🔒
$12.62亿2026Q1 申报市值
478持仓数
33.2%前十大占比 · 第一大 4.4%
62 / 39新建仓 / 清仓
申报市值走势$16.97亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVE 4.4%
VOO 4.3%
IVW 4.2%
FBND 4.2%
CORO 3.6%
GOVT 3.5%
DYNF 2.8%
BUFR 2.5%
NVDA 1.9%
IEMG 1.8%

2026Q1 买入最多 按季末市值估算

CORO 新建仓+$4,566.90万
GOVT 加仓+$3,094.08万
VOO 加仓+$2,808.48万
IVW 加仓+$2,263.50万
IVE 加仓+$1,287.24万

2026Q1 卖出最多 按季末市值估算

MGC 减仓-$2,195.36万
FIRST TR EXCHNG 减仓-$1,446.10万
SCHO 减仓-$736.85万
IAU 减仓-$641.14万
IEMG 减仓-$556.38万

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
PGR PROGRESSIVE CORP $25.52万0.02%1,287 23822.7% $4.72万 加仓
AVEM AMERICAN CENTY ETF TR $25.54万0.02%3,169 -45-1.4% -$3,626 减仓
CVS CVS HEALTH CORP $25.58万0.02%3,561 45914.8% $3.30万 加仓
PCG PG&E CORP $25.93万0.02%14,757 1,35210.1% $2.38万 加仓
ISRG INTUITIVE SURGICAL INC $26.00万0.02%564 13130.3% $6.04万 加仓
IDEV ISHARES TR $26.10万0.02%3,124 3,124— $26.10万 新建仓
— FIRST TR EXCHANGE-TRADED FD $26.19万0.02%8,386 -1,690-16.8% -$5.28万 减仓
SPEM SPDR INDEX SHS FDS $26.24万0.02%5,593 -647-10.4% -$3.04万 减仓
SRE SEMPRA $26.24万0.02%2,700 32613.7% $3.17万 加仓
NEM NEWMONT CORP $26.37万0.02%2,436 2,436— $26.37万 新建仓
SPHY SPDR SERIES TRUST $26.47万0.02%11,353 1,72017.9% $4.01万 重新持有
NULG NUSHARES ETF TR $26.60万0.02%2,925 00.0% — 不变
ALL ALLSTATE CORP $26.62万0.02%1,284 90.7% $1,866 加仓
IWP ISHARES TR $26.83万0.02%2,094 2,094— $26.83万 新建仓
CRM SALESFORCE INC $26.84万0.02%1,438 25221.2% $4.70万 加仓
GBTC GRAYSCALE BITCOIN TRUST ETF $26.86万0.02%5,091 -285-5.3% -$1.50万 减仓
NVS NOVARTIS AG $27.33万0.02%1,789 1,789— $27.33万 新建仓
TMUS T-MOBILE US INC $27.38万0.02%1,303 29829.7% $6.26万 加仓
— FIRST TR EXCHANGE-TRADED FD $27.47万0.02%14,265 14,265— $27.47万 新建仓
MMM 3M CO $27.50万0.02%1,893 -308-14.0% -$4.47万 减仓
CG CARLYLE GROUP INC $27.53万0.02%5,689 84517.4% $4.09万 加仓
NOC NORTHROP GRUMMAN CORP $27.61万0.02%405 405— $27.61万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $27.62万0.02%1,359 14311.8% $2.91万 加仓
MOAT VANECK ETF TRUST $27.69万0.02%2,864 10.0% $97 加仓
DFIV DIMENSIONAL ETF TRUST $27.98万0.02%5,302 -975-15.5% -$5.15万 减仓
MELI MERCADOLIBRE INC $28.87万0.02%167 -1-0.6% -$1,729 减仓
MGC VANGUARD WORLD FD $28.88万0.02%1,222 -92,899-98.7% -$2,195.36万 减仓
IVLU ISHARES TR $28.90万0.02%7,283 1,14118.6% $4.53万 加仓
A AGILENT TECHNOLOGIES INC $29.02万0.02%2,546 32114.4% $3.66万 加仓
ENB ENBRIDGE INC $29.44万0.02%5,439 -1-0.0% -$54 减仓
EWC ISHARES INC $29.66万0.02%5,413 -2,173-28.6% -$11.91万 减仓
FTSL FIRST TR EXCHANGE-TRADED FD $29.75万0.02%6,641 6,641— $29.75万 新建仓
PSEP INNOVATOR ETFS TRUST $29.81万0.02%6,922 -3,031-30.5% -$13.05万 减仓
FICS FIRST TR EXCHANGE TRADED FD $30.22万0.02%7,742 -1,873-19.5% -$7.31万 减仓
LGOV FIRST TR EXCHANGE-TRADED FD $30.32万0.02%14,056 14,056— $30.32万 新建仓
DIS DISNEY WALT CO $30.34万0.02%3,148 -84-2.6% -$8,096 减仓
FIIG FIRST TR EXCHANGE-TRADED FD $30.84万0.02%14,862 14,862— $30.84万 新建仓
FERG FERGUSON ENTERPRISES INC $30.98万0.02%1,328 1098.9% $2.54万 加仓
— DUPONT DE NEMOURS INC $31.11万0.02%6,792 6,792— $31.11万 新建仓
LDOS LEIDOS HOLDINGS INC $31.14万0.02%2,002 140.7% $2,177 加仓
ACN ACCENTURE PLC IRELAND $31.21万0.02%1,574 44539.4% $8.82万 加仓
ASML ASML HLDG NV $31.44万0.02%238 238— $31.44万 新建仓
TGT TARGET CORP $31.50万0.02%2,599 43420.0% $5.26万 加仓
CGGR CAPITAL GROUP GROWTH ETF $31.56万0.03%7,853 -71-0.9% -$2,853 减仓
SBUX STARBUCKS CORP $31.57万0.03%3,524 -103-2.8% -$9,228 减仓
— FIRST TR EXCHNG TRADED FD VI $31.76万0.03%10,275 -7,718-42.9% -$23.86万 减仓
CMCSA COMCAST CORP NEW $31.89万0.03%11,109 6115.8% $1.75万 加仓
G GENPACT LIMITED $32.24万0.03%8,655 3013.6% $1.12万 加仓
CSX CSX CORP $32.26万0.03%7,860 1,85430.9% $7.61万 加仓
SHEL SHELL PLC $32.51万0.03%3,496 -245-6.5% -$2.28万 减仓
— INNOVATOR ETFS TRUST $32.57万0.03%12,479 -95-0.8% -$2,480 减仓
PLD PROLOGIS INC. $32.57万0.03%2,464 47123.6% $6.23万 加仓
GLDM WORLD GOLD TR $32.72万0.03%3,530 -2,211-38.5% -$20.49万 减仓
— AIM ETF PRODUCTS TRUST $32.74万0.03%9,691 9,691— $32.74万 新建仓
AVDE AMERICAN CENTY ETF TR $32.84万0.03%3,870 43012.5% $3.65万 加仓
UHS UNIVERSAL HLTH SVCS INC $33.25万0.03%1,858 613.4% $1.09万 加仓
DFGR DIMENSIONAL ETF TRUST $33.29万0.03%12,526 1,56414.3% $4.16万 加仓
VB VANGUARD INDEX FDS $33.33万0.03%1,273 -1,343-51.3% -$35.17万 减仓
BBSC J P MORGAN EXCHANGE TRADED F $33.39万0.03%4,448 68718.3% $5.16万 加仓
BA BOEING CO $33.64万0.03%1,690 1348.6% $2.67万 加仓
IDXX IDEXX LABS INC $33.71万0.03%600 183.1% $1.01万 加仓
XLK SELECT SECTOR SPDR TR $33.77万0.03%2,541 -307-10.8% -$4.08万 减仓
BMY BRISTOL-MYERS SQUIBB CO $33.94万0.03%5,595 -675-10.8% -$4.09万 减仓
EMXC ISHARES INC $34.18万0.03%4,345 -709-14.0% -$5.58万 减仓
P EVERPURE INC $34.21万0.03%5,795 -12-0.2% -$708 减仓
AXP AMERICAN EXPRESS CO $34.36万0.03%1,136 131.2% $3,932 加仓
MDT MEDTRONIC PLC $34.57万0.03%3,989 -488-10.9% -$4.23万 减仓
ILTB ISHARES TR $34.65万0.03%7,074 7,074— $34.65万 新建仓
RCL ROYAL CARIBBEAN GROUP $34.92万0.03%1,269 1109.5% $3.03万 加仓
USB US BANCORP $35.12万0.03%6,752 72312.0% $3.76万 加仓
— INNOVATOR ETFS TRUST $35.91万0.03%13,253 -44-0.3% -$1,192 减仓
SPBO SPDR SERIES TRUST $36.15万0.03%12,452 12,452— $36.15万 新建仓
VIGI VANGUARD WHITEHALL FDS $36.19万0.03%4,092 -11,048-73.0% -$97.72万 减仓
— EXCHANGE LISTED FDS TR $36.21万0.03%15,586 -8,686-35.8% -$20.18万 减仓
RL RALPH LAUREN CORP $36.36万0.03%1,057 111.1% $3,784 加仓
EVRG EVERGY INC $36.45万0.03%4,449 -150-3.3% -$1.23万 减仓
JMEE J P MORGAN EXCHANGE TRADED F $36.56万0.03%5,475 -112-2.0% -$7,479 减仓
CORT CORCEPT THERAPEUTICS INC $36.65万0.03%9,092 540.6% $2,177 加仓
WM WASTE MGMT INC DEL $36.82万0.03%1,602 926.1% $2.11万 加仓
IWB ISHARES TR $36.94万0.03%1,036 -216-17.3% -$7.70万 减仓
BIL SPDR SERIES TRUST $37.33万0.03%4,073 -3,089-43.1% -$28.31万 减仓
SHOP SHOPIFY INC $37.77万0.03%3,184 1655.5% $1.96万 加仓
INTU INTUIT $37.94万0.03%878 11114.5% $4.80万 加仓
MSI MOTOROLA SOLUTIONS INC $37.97万0.03%875 28147.3% $12.20万 加仓
CLS CELESTICA INC $38.05万0.03%1,351 -423-23.8% -$11.92万 减仓
— ISHARES TR $38.24万0.03%7,337 2,91465.9% $15.19万 加仓
WCMI FIRST TR EXCHANGE-TRADED FD $38.32万0.03%22,851 -4,685-17.0% -$7.86万 减仓
CAH CARDINAL HEALTH INC $38.37万0.03%1,816 24615.7% $5.20万 加仓
XLF SELECT SECTOR SPDR TR $38.52万0.03%7,802 1,95333.4% $9.64万 加仓
ETR ENTERGY CORP NEW $38.61万0.03%3,437 1845.7% $2.07万 加仓
AZN ASTRAZENECA PLC $38.61万0.03%1,958 1,958— $38.61万 新建仓
USHY ISHARES TR $38.75万0.03%10,519 10,519— $38.75万 新建仓
IGF ISHARES TR $38.78万0.03%5,788 1,28328.5% $8.60万 加仓
ADI ANALOG DEVICES INC $38.80万0.03%1,220 18818.2% $5.98万 加仓
DFLV DIMENSIONAL ETF TRUST $38.87万0.03%10,886 -3,374-23.7% -$12.05万 减仓
DFEV DIMENSIONAL ETF TRUST $39.22万0.03%10,960 1371.3% $4,902 加仓
JVAL J P MORGAN EXCHANGE TRADED F $39.37万0.03%8,057 1,69126.6% $8.26万 加仓
ITOT ISHARES TR $39.50万0.03%2,773 2,773— $39.50万 新建仓
SGOV ISHARES TR $39.56万0.03%3,930 80225.6% $8.07万 加仓
PFE PFIZER INC $39.70万0.03%14,138 -6,328-30.9% -$17.77万 减仓