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 |
|---|---|---|---|---|---|---|---|---|
| — | LISTED FDS TR | $1,162.78万 | 0.92% | 439,207 | 20,136 | 4.8% | $53.31万 | 加仓 |
| AMZN | AMAZON COM INC | $1,163.36万 | 0.92% | 55,858 | 4,749 | 9.3% | $98.91万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,231.26万 | 0.98% | 261,526 | 13,589 | 5.5% | $63.98万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,250.88万 | 0.99% | 240,878 | 33,445 | 16.1% | $173.68万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,261.54万 | 1.00% | 211,031 | -80,908 | -27.7% | -$483.67万 | 减仓 |
| EFV | ISHARES TR | $1,273.67万 | 1.01% | 171,308 | -49,168 | -22.3% | -$365.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,317.78万 | 1.04% | 35,599 | 4,925 | 16.1% | $182.31万 | 加仓 |
| TLH | ISHARES TR | $1,495.21万 | 1.19% | 148,453 | 37,444 | 33.7% | $377.13万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,509.49万 | 1.20% | 314,149 | 101,979 | 48.1% | $490.01万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,516.23万 | 1.20% | 214,036 | 113,480 | 112.9% | $803.89万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,524.79万 | 1.21% | 199,215 | 88,118 | 79.3% | $674.46万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,794.40万 | 1.42% | 280,770 | 98,552 | 54.1% | $629.84万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,808.02万 | 1.43% | 499,177 | 170,922 | 52.1% | $619.08万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,861.95万 | 1.48% | 166,082 | 56,175 | 51.1% | $629.78万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,984.42万 | 1.57% | 602,252 | 212,994 | 54.7% | $701.82万 | 加仓 |
| AAPL | APPLE INC | $2,007.35万 | 1.59% | 79,095 | 6,258 | 8.6% | $158.82万 | 加仓 |
| MBB | ISHARES TR | $2,039.84万 | 1.62% | 214,833 | 63,834 | 42.3% | $606.10万 | 加仓 |
| IEMG | ISHARES INC | $2,326.25万 | 1.84% | 333,512 | -79,768 | -19.3% | -$556.38万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,368.27万 | 1.88% | 135,795 | 50,478 | 59.2% | $880.34万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,185.65万 | 2.52% | 943,338 | -100,761 | -9.7% | -$340.27万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $3,474.83万 | 2.75% | 597,256 | 37,915 | 6.8% | $220.59万 | 加仓 |
| GOVT | ISHARES TR | $4,471.27万 | 3.54% | 1,951,668 | 1,350,535 | 224.7% | $3,094.08万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $4,566.90万 | 3.62% | 1,420,366 | 1,420,366 | — | $4,566.90万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,311.81万 | 4.21% | 1,164,361 | 199,845 | 20.7% | $911.69万 | 加仓 |
| IVW | ISHARES TR | $5,318.66万 | 4.22% | 470,220 | 200,115 | 74.1% | $2,263.50万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,371.54万 | 4.26% | 89,893 | 47,000 | 109.6% | $2,808.48万 | 加仓 |
| IVE | ISHARES TR | $5,495.34万 | 4.36% | 260,257 | 60,963 | 30.6% | $1,287.24万 | 加仓 |