Triad Wealth Partners, LLC
LAWRENCE KS · SEC CIK 0002012717
$16.97亿2026Q2 申报市值
558持仓数
40.3%前十大占比 · 第一大 8.2%
131 / 61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
ISTB 新建仓+$1.25亿
VOO 加仓+$7,642.42万
IVW 加仓+$3,147.30万
SPTS 新建仓+$2,931.35万
ACYN 新建仓+$2,493.83万
2026Q2 卖出最多 按季末市值估算
FBND 减仓-$5,105.73万
GOVT 减仓-$4,164.80万
IEMG 减仓-$2,270.85万
HELO 减仓-$1,905.39万
MBB 减仓-$1,858.73万
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 |
|---|---|---|---|---|---|---|---|---|
| NOC | NORTHROP GRUMMAN CORP | $22.23万 | 0.01% | 405 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $22.26万 | 0.01% | 1,748 | -3,752 | -68.2% | -$47.77万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $22.33万 | 0.01% | 901 | 901 | — | $22.33万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $22.45万 | 0.01% | 668 | -820 | -55.1% | -$27.56万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $22.46万 | 0.01% | 1,979 | 1,979 | — | $22.46万 | 新建仓 |
| APP | APPLOVIN CORP | $22.50万 | 0.01% | 554 | 152 | 37.8% | $6.17万 | 重新持有 |
| — | FIRST TR EXCH TRADED FD III | $22.66万 | 0.01% | 2,416 | -2,466 | -50.5% | -$23.12万 | 减仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $22.68万 | 0.01% | 10,067 | -9,726 | -49.1% | -$21.91万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $22.77万 | 0.01% | 3,816 | 3,816 | — | $22.77万 | 新建仓 |
| BUYW | NORTHERN LTS FD TR IV | $22.91万 | 0.01% | 15,766 | 15,766 | — | $22.91万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.91万 | 0.01% | 1,558 | 345 | 28.4% | $5.07万 | 加仓 |
| TIP | ISHARES TR | $22.91万 | 0.01% | 2,144 | 2,144 | — | $22.91万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $23.01万 | 0.01% | 179 | 179 | — | $23.01万 | 新建仓 |
| AME | AMETEK INC | $23.06万 | 0.01% | 946 | 946 | — | $23.06万 | 新建仓 |
| IQDG | WISDOMTREE TR | $23.19万 | 0.01% | 5,270 | 70 | 1.3% | $3,081 | 加仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $23.22万 | 0.01% | 4,129 | 4,129 | — | $23.22万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $23.32万 | 0.01% | 4,698 | -38,519 | -89.1% | -$191.17万 | 重新持有 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $23.36万 | 0.01% | 8,406 | -126 | -1.5% | -$3,502 | 减仓 |
| RY | ROYAL BK CDA | $23.36万 | 0.01% | 1,110 | 1,110 | — | $23.36万 | 新建仓 |
| CI | THE CIGNA GROUP | $23.41万 | 0.01% | 830 | 830 | — | $23.41万 | 新建仓 |
| EQIX | EQUINIX INC | $23.63万 | 0.01% | 229 | 229 | — | $23.63万 | 新建仓 |
| FAST | FASTENAL CO | $23.91万 | 0.01% | 4,970 | 494 | 11.0% | $2.38万 | 加仓 |
| IGIB | ISHARES TR | $24.13万 | 0.01% | 4,624 | 858 | 22.8% | $4.48万 | 重新持有 |
| WMB | WILLIAMS COS INC | $24.33万 | 0.01% | 3,454 | 3,454 | — | $24.33万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $24.35万 | 0.01% | 3,826 | 3,826 | — | $24.35万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $24.44万 | 0.01% | 9,860 | 9,860 | — | $24.44万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $24.48万 | 0.01% | 588 | 588 | — | $24.48万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.51万 | 0.01% | 1,969 | 1,969 | — | $24.51万 | 新建仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $24.66万 | 0.01% | 5,859 | -16 | -0.3% | -$674 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $24.66万 | 0.01% | 2,308 | 2,308 | — | $24.66万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $24.67万 | 0.01% | 2,440 | 2,440 | — | $24.67万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $24.69万 | 0.01% | 1,447 | -3,033 | -67.7% | -$51.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $24.71万 | 0.01% | 1,251 | 1,251 | — | $24.71万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $24.82万 | 0.01% | 5,124 | 5,124 | — | $24.82万 | 新建仓 |
| PMBS | PIMCO ETF TR | $24.96万 | 0.01% | 5,157 | 5,157 | — | $24.96万 | 新建仓 |
| UMBF | UMB FINL CORP | $25.07万 | 0.01% | 1,705 | 1,705 | — | $25.07万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $25.14万 | 0.01% | 1,304 | 1,304 | — | $25.14万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $25.23万 | 0.01% | 1,601 | 1,601 | — | $25.23万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $25.36万 | 0.01% | 8,373 | -24,977 | -74.9% | -$75.64万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $25.40万 | 0.01% | 4,438 | -864 | -16.3% | -$4.95万 | 减仓 |
| PAYX | PAYCHEX INC | $25.66万 | 0.02% | 2,181 | 2,181 | — | $25.66万 | 新建仓 |
| SYY | SYSCO CORP | $25.67万 | 0.02% | 3,021 | 3,021 | — | $25.67万 | 新建仓 |
| PCAR | PACCAR INC | $25.84万 | 0.02% | 1,957 | 1,957 | — | $25.84万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $25.89万 | 0.02% | 2,857 | -3,942 | -58.0% | -$35.72万 | 减仓 |
| NUBD | NUSHARES ETF TR | $25.89万 | 0.02% | 11,901 | 11,901 | — | $25.89万 | 新建仓 |
| SYK | STRYKER CORPORATION | $26.08万 | 0.02% | 764 | 764 | — | $26.08万 | 新建仓 |
| SRE | SEMPRA | $26.48万 | 0.02% | 3,019 | 319 | 11.8% | $2.80万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $26.54万 | 0.02% | 3,845 | 3,845 | — | $26.54万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $26.78万 | 0.02% | 3,254 | -44 | -1.3% | -$3,622 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $27.05万 | 0.02% | 2,200 | 2,200 | — | $27.05万 | 新建仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $27.08万 | 0.02% | 4,580 | -5,585 | -54.9% | -$33.02万 | 减仓 |
| ILCV | ISHARES TR | $27.14万 | 0.02% | 2,550 | -71 | -2.7% | -$7,557 | 减仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $27.25万 | 0.02% | 6,348 | -25,057 | -79.8% | -$107.55万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $27.39万 | 0.02% | 733 | 733 | — | $27.39万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $27.53万 | 0.02% | 1,006 | 1,006 | — | $27.53万 | 新建仓 |
| NVT | NVENT ELEC PLC | $27.66万 | 0.02% | 1,735 | 1,735 | — | $27.66万 | 新建仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $27.74万 | 0.02% | 4,491 | 708 | 18.7% | $4.37万 | 加仓 |
| FTNT | FORTINET INC | $27.76万 | 0.02% | 1,701 | 1,701 | — | $27.76万 | 新建仓 |
| TFC | TRUIST FINL CORP | $28.21万 | 0.02% | 5,433 | 5,433 | — | $28.21万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $28.43万 | 0.02% | 817 | 817 | — | $28.43万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $28.51万 | 0.02% | 3,514 | 3,514 | — | $28.51万 | 新建仓 |
| MCO | MOODYS CORP | $28.53万 | 0.02% | 590 | 182 | 44.6% | $8.80万 | 重新持有 |
| URI | UNITED RENTALS INC | $28.91万 | 0.02% | 259 | 259 | — | $28.91万 | 新建仓 |
| EMR | EMERSON ELEC CO | $28.95万 | 0.02% | 1,870 | -77 | -4.0% | -$1.19万 | 减仓 |
| NEM | NEWMONT CORP | $29.03万 | 0.02% | 3,044 | 608 | 25.0% | $5.80万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $29.14万 | 0.02% | 11,865 | 756 | 6.8% | $1.86万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $29.20万 | 0.02% | 867 | 867 | — | $29.20万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $29.45万 | 0.02% | 937 | 937 | — | $29.45万 | 新建仓 |
| IVLU | ISHARES TR | $29.52万 | 0.02% | 6,761 | -522 | -7.2% | -$2.28万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $29.71万 | 0.02% | 443 | 56 | 14.5% | $3.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $29.88万 | 0.02% | 1,136 | 1,136 | — | $29.88万 | 新建仓 |
| SNDK | SANDISK CORP | $29.88万 | 0.02% | 232 | 232 | — | $29.88万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $29.93万 | 0.02% | 5,925 | -625 | -9.5% | -$3.16万 | 重新持有 |
| NVS | NOVARTIS AG | $29.95万 | 0.02% | 1,949 | 160 | 8.9% | $2.46万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $30.08万 | 0.02% | 8,031 | 8,031 | — | $30.08万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $30.25万 | 0.02% | 2,800 | -637 | -18.5% | -$6.88万 | 减仓 |
| SHEL | SHELL PLC | $30.27万 | 0.02% | 3,323 | -173 | -4.9% | -$1.58万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $30.50万 | 0.02% | 870 | -2,424 | -73.6% | -$84.97万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $30.58万 | 0.02% | 663 | 663 | — | $30.58万 | 新建仓 |
| NUE | NUCOR CORP | $30.60万 | 0.02% | 1,171 | 1,171 | — | $30.60万 | 新建仓 |
| CG | CARLYLE GROUP INC | $30.68万 | 0.02% | 6,272 | 583 | 10.2% | $2.85万 | 加仓 |
| INTA | INTAPP INC | $30.88万 | 0.02% | 9,244 | 9,244 | — | $30.88万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $31.07万 | 0.02% | 1,797 | 1,797 | — | $31.07万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $31.15万 | 0.02% | 1,879 | 305 | 19.4% | $5.06万 | 加仓 |
| GRMN | GARMIN LTD | $31.91万 | 0.02% | 1,047 | -2 | -0.2% | -$610 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $32.10万 | 0.02% | 3,295 | -797 | -19.5% | -$7.76万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $32.40万 | 0.02% | 6,336 | 743 | 13.3% | $3.80万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $32.48万 | 0.02% | 4,706 | -276,064 | -98.3% | -$1,905.39万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $32.54万 | 0.02% | 2,798 | -7,410 | -72.6% | -$86.18万 | 减仓 |
| TMAT | NORTHERN LTS FD TR IV | $32.60万 | 0.02% | 11,506 | 11,506 | — | $32.60万 | 新建仓 |
| ITOT | ISHARES TR | $32.63万 | 0.02% | 1,965 | -808 | -29.1% | -$13.42万 | 减仓 |
| PGR | PROGRESSIVE CORP | $32.74万 | 0.02% | 1,556 | 269 | 20.9% | $5.66万 | 加仓 |
| NUDM | NUSHARES ETF TR | $32.76万 | 0.02% | 8,078 | 2,072 | 34.5% | $8.40万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $32.81万 | 0.02% | 1,137 | 273 | 31.6% | $7.88万 | 加仓 |
| TMUS | T-MOBILE US INC | $32.85万 | 0.02% | 1,855 | 552 | 42.4% | $9.78万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $32.94万 | 0.02% | 8,038 | -2,848 | -26.2% | -$11.67万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.12万 | 0.02% | 12,352 | -127 | -1.0% | -$3,405 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $33.17万 | 0.02% | 2,761 | 2,761 | — | $33.17万 | 新建仓 |
| VLUE | ISHARES TR | $33.23万 | 0.02% | 1,722 | 1,722 | — | $33.23万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $33.28万 | 0.02% | 2,329 | 510 | 28.0% | $7.29万 | 加仓 |