Triad Wealth Partners, LLC
LAWRENCE KS · SEC CIK 0002012717
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| DGCB | DIMENSIONAL ETF TRUST | $65.39万 | 0.05% | 12,078 | -982 | -7.5% | -$5.32万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $65.61万 | 0.05% | 13,151 | 3,379 | 34.6% | $16.86万 | 加仓 |
| RTX | RTX CORPORATION | $65.90万 | 0.05% | 3,417 | 1,046 | 44.1% | $20.17万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $66.15万 | 0.05% | 11,691 | -3,513 | -23.1% | -$19.88万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $66.15万 | 0.05% | 6,502 | 2,789 | 75.1% | $28.38万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $66.30万 | 0.05% | 784 | -40 | -4.9% | -$3.38万 | 减仓 |
| R | RYDER SYS INC | $66.80万 | 0.05% | 3,263 | -390 | -10.7% | -$7.98万 | 减仓 |
| YUM | YUM BRANDS INC | $68.98万 | 0.05% | 4,436 | 410 | 10.2% | $6.38万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $70.30万 | 0.06% | 14,003 | 1,510 | 12.1% | $7.58万 | 加仓 |
| IWF | ISHARES TR | $70.86万 | 0.06% | 1,662 | -28 | -1.7% | -$1.19万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $71.01万 | 0.06% | 4,295 | 368 | 9.4% | $6.08万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $71.25万 | 0.06% | 15,791 | -1,919 | -10.8% | -$8.66万 | 减仓 |
| COR | CENCORA INC | $71.43万 | 0.06% | 2,274 | -111 | -4.7% | -$3.49万 | 减仓 |
| ORCL | ORACLE CORP | $71.80万 | 0.06% | 4,881 | 345 | 7.6% | $5.08万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $72.93万 | 0.06% | 7,448 | -235 | -3.1% | -$2.30万 | 减仓 |
| GLW | CORNING INC | $73.91万 | 0.06% | 5,436 | 766 | 16.4% | $10.41万 | 加仓 |
| IJR | ISHARES TR | $74.17万 | 0.06% | 5,967 | 743 | 14.2% | $9.24万 | 加仓 |
| WFC | WELLS FARGO & CO | $74.64万 | 0.06% | 9,375 | 1,916 | 25.7% | $15.25万 | 加仓 |
| IWS | ISHARES TR | $75.69万 | 0.06% | 5,194 | 5,194 | — | $75.69万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.35万 | 0.06% | 2,628 | -85 | -3.1% | -$2.47万 | 减仓 |
| UNP | UNION PAC CORP | $76.52万 | 0.06% | 3,154 | 738 | 30.5% | $17.91万 | 加仓 |
| EPS | WISDOMTREE TR | $76.75万 | 0.06% | 11,268 | -8,319 | -42.5% | -$56.66万 | 减仓 |
| CB | CHUBB LTD SWITZ | $76.85万 | 0.06% | 2,358 | 59 | 2.6% | $1.92万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $76.92万 | 0.06% | 14,999 | 8,629 | 135.5% | $44.25万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $77.76万 | 0.06% | 20,742 | 20,742 | — | $77.76万 | 新建仓 |
| — | HONEYWELL INTL INC | $79.32万 | 0.06% | 3,509 | 99 | 2.9% | $2.24万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $79.54万 | 0.06% | 5,500 | 341 | 6.6% | $4.93万 | 加仓 |
| MRK | MERCK & CO INC | $80.43万 | 0.06% | 6,686 | 851 | 14.6% | $10.24万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $82.13万 | 0.07% | 16,530 | 11,851 | 253.3% | $58.88万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $82.35万 | 0.07% | 4,716 | 2,815 | 148.1% | $49.15万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $82.70万 | 0.07% | 8,775 | 3,959 | 82.2% | $37.31万 | 加仓 |
| PEP | PEPSICO INC | $83.15万 | 0.07% | 5,354 | -4 | -0.1% | -$621 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $86.56万 | 0.07% | 21,565 | -14,160 | -39.6% | -$56.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $86.93万 | 0.07% | 22,733 | 7,541 | 49.6% | $28.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $87.37万 | 0.07% | 5,899 | 1,457 | 32.8% | $21.58万 | 加仓 |
| ET | ENERGY TRANSFER L P | $87.54万 | 0.07% | 45,356 | -1,153 | -2.5% | -$2.23万 | 减仓 |
| PSMT | PRICESMART INC | $87.66万 | 0.07% | 5,825 | 407 | 7.5% | $6.12万 | 加仓 |
| MO | ALTRIA GROUP INC | $87.69万 | 0.07% | 13,289 | 152 | 1.2% | $1.00万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $87.98万 | 0.07% | 16,774 | 7,634 | 83.5% | $40.04万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $88.06万 | 0.07% | 2,551 | -29 | -1.1% | -$1.00万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $90.03万 | 0.07% | 2,306 | 73 | 3.3% | $2.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $90.24万 | 0.07% | 23,564 | 7,647 | 48.0% | $29.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $90.48万 | 0.07% | 3,733 | 265 | 7.6% | $6.42万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $90.90万 | 0.07% | 23,659 | 1,213 | 5.4% | $4.66万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $91.48万 | 0.07% | 21,520 | 6,846 | 46.7% | $29.10万 | 加仓 |
| SCNM | STERLING CAP FDS | $92.09万 | 0.07% | 37,043 | 37,043 | — | $92.09万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $92.83万 | 0.07% | 17,174 | -460 | -2.6% | -$2.49万 | 减仓 |
| — | CAPITOL SER TR | $93.79万 | 0.07% | 37,389 | 37,389 | — | $93.79万 | 新建仓 |
| CAT | CATERPILLAR INC | $94.15万 | 0.07% | 1,329 | 184 | 16.1% | $13.04万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $94.77万 | 0.08% | 28,399 | 9,038 | 46.7% | $30.16万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $95.21万 | 0.08% | 5,939 | 822 | 16.1% | $13.18万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $95.62万 | 0.08% | 3,294 | 144 | 4.6% | $4.18万 | 加仓 |
| — | ISHARES TR | $96.70万 | 0.08% | 32,782 | -28,351 | -46.4% | -$83.63万 | 减仓 |
| BAC | BANK AMERICA CORP | $97.05万 | 0.08% | 19,908 | 262 | 1.3% | $1.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $97.74万 | 0.08% | 2,893 | 537 | 22.8% | $18.14万 | 加仓 |
| PYLD | PIMCO ETF TR | $98.00万 | 0.08% | 37,405 | 37,405 | — | $98.00万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $99.01万 | 0.08% | 33,350 | -16,087 | -32.5% | -$47.76万 | 减仓 |
| OKLO | OKLO INC | $99.50万 | 0.08% | 20,064 | -24 | -0.1% | -$1,190 | 减仓 |
| SO | SOUTHERN CO | $100.18万 | 0.08% | 10,379 | -1,187 | -10.3% | -$11.46万 | 减仓 |
| KO | COCA COLA CO | $100.54万 | 0.08% | 13,220 | 653 | 5.2% | $4.97万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $100.78万 | 0.08% | 2,982 | 54 | 1.8% | $1.82万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $101.60万 | 0.08% | 45,174 | 4,465 | 11.0% | $10.04万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $104.96万 | 0.08% | 24,859 | 10,710 | 75.7% | $45.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $105.22万 | 0.08% | 3,280 | -1,332 | -28.9% | -$42.73万 | 减仓 |
| QCOM | QUALCOMM INC | $105.41万 | 0.08% | 8,185 | 2,701 | 49.3% | $34.79万 | 加仓 |
| IEFA | ISHARES TR | $106.51万 | 0.08% | 11,766 | 993 | 9.2% | $8.99万 | 加仓 |
| ADSK | AUTODESK INC | $107.32万 | 0.09% | 4,483 | 333 | 8.0% | $7.97万 | 加仓 |
| T | AT&T INC | $107.72万 | 0.09% | 37,159 | -666 | -1.8% | -$1.93万 | 减仓 |
| IJH | ISHARES TR | $109.39万 | 0.09% | 16,199 | 412 | 2.6% | $2.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $109.78万 | 0.09% | 41,759 | 16,134 | 63.0% | $42.42万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $110.24万 | 0.09% | 10,738 | 415 | 4.0% | $4.26万 | 加仓 |
| MCD | MCDONALDS CORP | $110.85万 | 0.09% | 3,567 | 84 | 2.4% | $2.61万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $110.99万 | 0.09% | 5,456 | 1,052 | 23.9% | $21.40万 | 加仓 |
| CSCO | CISCO SYS INC | $113.28万 | 0.09% | 14,599 | 1,532 | 11.7% | $11.89万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $113.72万 | 0.09% | 23,702 | -6,263 | -20.9% | -$30.05万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $114.79万 | 0.09% | 29,119 | 2,147 | 8.0% | $8.46万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $116.00万 | 0.09% | 1,061 | 87 | 8.9% | $9.51万 | 加仓 |
| BOND | PIMCO ETF TR | $116.88万 | 0.09% | 12,666 | 12,666 | — | $116.88万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $118.16万 | 0.09% | 6,022 | 1,350 | 28.9% | $26.49万 | 加仓 |
| ETN | EATON CORP PLC | $118.31万 | 0.09% | 3,308 | 182 | 5.8% | $6.51万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $119.00万 | 0.09% | 16,782 | -1,357 | -7.5% | -$9.62万 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $119.49万 | 0.09% | 10,208 | 472 | 4.8% | $5.53万 | 加仓 |
| USFR | WISDOMTREE TR | $121.17万 | 0.10% | 24,070 | 24,070 | — | $121.17万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $124.63万 | 0.10% | 25,122 | 18,464 | 277.3% | $91.60万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $125.42万 | 0.10% | 23,231 | 3,135 | 15.6% | $16.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $126.87万 | 0.10% | 3,712 | 396 | 11.9% | $13.53万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $127.20万 | 0.10% | 26,566 | 14,611 | 122.2% | $69.96万 | 加仓 |
| IWX | ISHARES TR | $129.48万 | 0.10% | 13,972 | 13,972 | — | $129.48万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $130.57万 | 0.10% | 4,826 | 489 | 11.3% | $13.23万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $133.37万 | 0.11% | 14,191 | 964 | 7.3% | $9.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $133.43万 | 0.11% | 39,324 | 9,221 | 30.6% | $31.29万 | 加仓 |
| HD | HOME DEPOT INC | $134.13万 | 0.11% | 4,078 | 54 | 1.3% | $1.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $136.11万 | 0.11% | 45,543 | 10,478 | 29.9% | $31.31万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $136.89万 | 0.11% | 31,405 | 18,816 | 149.5% | $82.02万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $139.70万 | 0.11% | 38,004 | 6,542 | 20.8% | $24.05万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $140.06万 | 0.11% | 9,575 | 1,014 | 11.8% | $14.83万 | 加仓 |
| MS | MORGAN STANLEY | $142.30万 | 0.11% | 8,647 | 505 | 6.2% | $8.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $143.36万 | 0.11% | 38,750 | 11,050 | 39.9% | $40.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $144.13万 | 0.11% | 2,885 | 204 | 7.6% | $10.19万 | 加仓 |
| TRGP | TARGA RES CORP | $144.97万 | 0.11% | 5,782 | 293 | 5.3% | $7.35万 | 加仓 |