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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $33.43万 | 0.02% | 1,322 | 396 | 42.8% | $10.01万 | 加仓 |
| IGF | ISHARES TR | $33.56万 | 0.02% | 5,051 | -737 | -12.7% | -$4.90万 | 减仓 |
| YUM | YUM BRANDS INC | $33.57万 | 0.02% | 2,256 | -2,180 | -49.1% | -$32.44万 | 减仓 |
| AZN | ASTRAZENECA PLC | $33.66万 | 0.02% | 2,131 | 173 | 8.8% | $2.73万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $33.74万 | 0.02% | 882 | 882 | — | $33.74万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $33.84万 | 0.02% | 3,069 | -828 | -21.2% | -$9.13万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $34.14万 | 0.02% | 10,633 | 10,633 | — | $34.14万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $34.32万 | 0.02% | 3,819 | 1,132 | 42.1% | $10.17万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $34.43万 | 0.02% | 2,437 | -4,355 | -64.1% | -$61.53万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $34.49万 | 0.02% | 4,816 | -4,196 | -46.6% | -$30.05万 | 减仓 |
| PWR | QUANTA SVCS INC | $34.49万 | 0.02% | 507 | 507 | — | $34.49万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $34.61万 | 0.02% | 11,024 | 4,550 | 70.3% | $14.29万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $34.63万 | 0.02% | 998 | 998 | — | $34.63万 | 新建仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $34.64万 | 0.02% | 7,957 | 7,957 | — | $34.64万 | 新建仓 |
| AVDE | AMERICAN CENTY ETF TR | $34.74万 | 0.02% | 3,794 | -76 | -2.0% | -$6,959 | 减仓 |
| SPHY | SPDR SERIES TRUST | $34.81万 | 0.02% | 15,002 | 3,649 | 32.1% | $8.47万 | 加仓 |
| MTRN | MATERION CORP | $35.24万 | 0.02% | 1,649 | 1,649 | — | $35.24万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $36.03万 | 0.02% | 7,872 | 19 | 0.2% | $870 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $36.15万 | 0.02% | 9,179 | 2,247 | 32.4% | $8.85万 | 加仓 |
| ADSK | AUTODESK INC | $36.29万 | 0.02% | 1,546 | -2,937 | -65.5% | -$68.94万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $36.53万 | 0.02% | 1,754 | 1,754 | — | $36.53万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $37.02万 | 0.02% | 14,613 | 14,613 | — | $37.02万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $37.02万 | 0.02% | 3,380 | 516 | 18.0% | $5.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $37.11万 | 0.02% | 13,075 | -178 | -1.3% | -$5,052 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $37.39万 | 0.02% | 20,736 | 20,736 | — | $37.39万 | 新建仓 |
| EMXC | ISHARES INC | $37.42万 | 0.02% | 4,043 | -302 | -7.0% | -$2.80万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $37.69万 | 0.02% | 1,956 | 1,956 | — | $37.69万 | 新建仓 |
| EVRG | EVERGY INC | $37.76万 | 0.02% | 4,537 | 88 | 2.0% | $7,325 | 加仓 |
| EUFN | ISHARES TR | $37.86万 | 0.02% | 8,994 | 8,994 | — | $37.86万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $38.52万 | 0.02% | 881 | 6 | 0.7% | $2,624 | 加仓 |
| MELI | MERCADOLIBRE INC | $38.57万 | 0.02% | 203 | 36 | 21.6% | $6.84万 | 加仓 |
| CVS | CVS HEALTH CORP | $38.68万 | 0.02% | 3,671 | 110 | 3.1% | $1.16万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $38.88万 | 0.02% | 2,781 | 235 | 9.2% | $3.29万 | 加仓 |
| PSMT | PRICESMART INC | $39.08万 | 0.02% | 1,983 | -3,842 | -66.0% | -$75.72万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $39.25万 | 0.02% | 8,434 | 1,512 | 21.8% | $7.04万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $39.33万 | 0.02% | 12,558 | 2,283 | 22.2% | $7.15万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $39.33万 | 0.02% | 4,329 | -119 | -2.7% | -$1.08万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $39.41万 | 0.02% | 8,883 | -622 | -6.5% | -$2.76万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $39.42万 | 0.02% | 1,576 | 248 | 18.7% | $6.20万 | 加仓 |
| — | ISHARES ETHEREUM TR | $39.52万 | 0.02% | 28,008 | 736 | 2.7% | $1.04万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $39.52万 | 0.02% | 3,329 | 1,327 | 66.3% | $15.75万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $39.75万 | 0.02% | 17,187 | 17,187 | — | $39.75万 | 新建仓 |
| HON | HONEYWELL INTL INC | $39.80万 | 0.02% | 1,613 | -1,896 | -54.0% | -$46.79万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $40.13万 | 0.02% | 15,051 | -535 | -3.4% | -$1.43万 | 减仓 |
| — | EXCHANGE LISTED FDS TR | $40.30万 | 0.02% | 14,543 | -1,519 | -9.5% | -$4.21万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $40.60万 | 0.02% | 1,418 | 1,418 | — | $40.60万 | 新建仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $40.72万 | 0.02% | 5,263 | -212 | -3.9% | -$1.64万 | 减仓 |
| — | LISTED FDS TR | $40.78万 | 0.02% | 41,830 | -15,848 | -27.5% | -$15.45万 | 减仓 |
| USFR | WISDOMTREE TR | $41.02万 | 0.02% | 8,140 | -15,930 | -66.2% | -$80.27万 | 减仓 |
| ALL | ALLSTATE CORP | $41.03万 | 0.02% | 1,562 | 278 | 21.7% | $7.30万 | 加仓 |
| APG | API GROUP CORP | $41.07万 | 0.02% | 10,309 | 62 | 0.6% | $2,470 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $41.13万 | 0.02% | 2,633 | 2,633 | — | $41.13万 | 新建仓 |
| INTU | INTUIT | $41.43万 | 0.02% | 1,301 | 423 | 48.2% | $13.47万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $41.67万 | 0.02% | 16,398 | -1,453 | -8.1% | -$3.69万 | 减仓 |
| NULG | NUSHARES ETF TR | $41.69万 | 0.02% | 3,676 | 751 | 25.7% | $8.52万 | 加仓 |
| SHY | ISHARES TR | $41.85万 | 0.02% | 5,118 | 5,118 | — | $41.85万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.93万 | 0.02% | 730 | 294 | 67.4% | $16.89万 | 加仓 |
| IGRO | ISHARES TR | $42.18万 | 0.02% | 4,600 | 4,600 | — | $42.18万 | 新建仓 |
| IDXX | IDEXX LABS INC | $42.25万 | 0.02% | 744 | 144 | 24.0% | $8.18万 | 加仓 |
| CRM | SALESFORCE INC | $42.35万 | 0.02% | 2,278 | 840 | 58.4% | $15.62万 | 加仓 |
| WM | WASTE MGMT INC DEL | $42.41万 | 0.02% | 1,873 | 271 | 16.9% | $6.14万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $42.50万 | 0.03% | 3,550 | -2,240 | -38.7% | -$26.82万 | 减仓 |
| IWS | ISHARES TR | $42.72万 | 0.03% | 2,531 | -2,663 | -51.3% | -$44.95万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $42.82万 | 0.03% | 1,587 | 228 | 16.8% | $6.15万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $43.20万 | 0.03% | 433 | 433 | — | $43.20万 | 新建仓 |
| JANW | AIM ETF PRODUCTS TRUST | $43.38万 | 0.03% | 11,105 | -133 | -1.2% | -$5,196 | 减仓 |
| ENB | ENBRIDGE INC | $43.41万 | 0.03% | 8,024 | 2,585 | 47.5% | $13.98万 | 加仓 |
| SLV | ISHARES SILVER TR | $43.68万 | 0.03% | 8,327 | -1,121 | -11.9% | -$5.88万 | 减仓 |
| MPC | MARATHON PETE CORP | $43.77万 | 0.03% | 1,426 | 464 | 48.2% | $14.24万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $43.84万 | 0.03% | 2,358 | -383 | -14.0% | -$7.12万 | 减仓 |
| CME | CME GROUP INC | $43.91万 | 0.03% | 1,650 | -3 | -0.2% | -$798 | 减仓 |
| O | REALTY INCOME CORP | $44.04万 | 0.03% | 6,938 | 3,298 | 90.6% | $20.93万 | 重新持有 |
| CMI | CUMMINS INC | $44.13万 | 0.03% | 680 | 283 | 71.3% | $18.37万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.27万 | 0.03% | 2,034 | 839 | 70.2% | $18.26万 | 重新持有 |
| FITB | FIFTH THIRD BANCORP | $44.39万 | 0.03% | 7,802 | 2,437 | 45.4% | $13.87万 | 加仓 |
| IQLT | ISHARES TR | $44.72万 | 0.03% | 8,880 | -590 | -6.2% | -$2.97万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $44.87万 | 0.03% | 3,610 | 520 | 16.8% | $6.46万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $44.91万 | 0.03% | 7,688 | -369 | -4.6% | -$2.16万 | 减仓 |
| NULV | NUSHARES ETF TR | $45.41万 | 0.03% | 8,662 | 3,637 | 72.4% | $19.07万 | 加仓 |
| IWO | ISHARES TR | $45.48万 | 0.03% | 1,202 | -133 | -10.0% | -$5.03万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $45.50万 | 0.03% | 863 | 863 | — | $45.50万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.61万 | 0.03% | 5,082 | 202 | 4.1% | $1.81万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.72万 | 0.03% | 14,894 | -166,339 | -91.8% | -$510.66万 | 减仓 |
| — | ISHARES TR | $45.78万 | 0.03% | 7,661 | 324 | 4.4% | $1.94万 | 加仓 |
| EEM | ISHARES TR | $45.99万 | 0.03% | 7,150 | -98 | -1.4% | -$6,303 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $46.16万 | 0.03% | 10,605 | 15 | 0.1% | $653 | 加仓 |
| TGT | TARGET CORP | $46.21万 | 0.03% | 3,094 | 495 | 19.0% | $7.39万 | 加仓 |
| QQQI | NEOS ETF TRUST | $46.22万 | 0.03% | 8,585 | 426 | 5.2% | $2.29万 | 加仓 |
| IWX | ISHARES TR | $46.99万 | 0.03% | 4,223 | -9,749 | -69.8% | -$108.48万 | 减仓 |
| PFE | PFIZER INC | $47.36万 | 0.03% | 18,923 | 4,785 | 33.8% | $11.98万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $47.48万 | 0.03% | 8,815 | -3,735 | -29.8% | -$20.12万 | 减仓 |
| CAIE | CALAMOS ETF TR | $47.57万 | 0.03% | 17,671 | 792 | 4.7% | $2.13万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $47.64万 | 0.03% | 8,860 | -3,389 | -27.7% | -$18.22万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $47.72万 | 0.03% | 16,030 | 3,504 | 28.0% | $10.43万 | 加仓 |
| PSX | PHILLIPS 66 | $47.74万 | 0.03% | 2,315 | -162 | -6.5% | -$3.34万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $47.74万 | 0.03% | 6,230 | 562 | 9.9% | $4.31万 | 加仓 |
| SO | SOUTHERN CO | $47.81万 | 0.03% | 5,144 | -5,235 | -50.4% | -$48.66万 | 减仓 |
| P | EVERPURE INC | $47.85万 | 0.03% | 5,971 | 176 | 3.0% | $1.41万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $47.86万 | 0.03% | 7,310 | 1,715 | 30.7% | $11.23万 | 加仓 |
| MDT | MEDTRONIC PLC | $48.14万 | 0.03% | 5,553 | 1,564 | 39.2% | $13.56万 | 加仓 |