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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $201.21万 | 0.12% | 3,524 | 639 | 22.1% | $36.48万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $206.39万 | 0.12% | 10,190 | 7,884 | 341.9% | $159.68万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.66万 | 0.12% | 49,678 | 11,674 | 30.7% | $48.56万 | 加仓 |
| IUSB | ISHARES TR | $208.12万 | 0.12% | 45,878 | 662 | 1.5% | $3.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $208.76万 | 0.12% | 24,947 | -8,104 | -24.5% | -$67.81万 | 减仓 |
| GOVT | ISHARES TR | $208.87万 | 0.12% | 93,204 | -1,858,464 | -95.2% | -$4,164.80万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $210.36万 | 0.12% | 41,787 | -4,148 | -9.0% | -$20.88万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $213.06万 | 0.13% | 18,603 | 18,603 | — | $213.06万 | 新建仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $218.17万 | 0.13% | 49,194 | 49,194 | — | $218.17万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $221.23万 | 0.13% | 18,488 | 11,040 | 148.2% | $132.11万 | 加仓 |
| SECU | BLACKROCK ETF TRUST II | $222.96万 | 0.13% | 45,041 | 45,041 | — | $222.96万 | 新建仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $223.33万 | 0.13% | 49,531 | -8,023 | -13.9% | -$36.18万 | 减仓 |
| QUAL | ISHARES TR | $224.22万 | 0.13% | 10,112 | -996 | -9.0% | -$22.09万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $226.75万 | 0.13% | 56,491 | 11,167 | 24.6% | $44.82万 | 加仓 |
| SKOR | FLEXSHARES TR | $228.75万 | 0.13% | 47,766 | 5,203 | 12.2% | $24.92万 | 加仓 |
| MS | MORGAN STANLEY | $233.42万 | 0.14% | 11,050 | 2,403 | 27.8% | $50.76万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $241.23万 | 0.14% | 80,248 | -82,884 | -50.8% | -$249.15万 | 减仓 |
| IXUS | ISHARES TR | $241.85万 | 0.14% | 25,463 | 4,719 | 22.7% | $44.82万 | 加仓 |
| IEF | ISHARES TR | $242.81万 | 0.14% | 26,160 | 3,320 | 14.5% | $30.82万 | 加仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $244.98万 | 0.14% | 33,513 | -4,239 | -11.2% | -$30.99万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $257.93万 | 0.15% | 67,682 | 1,884 | 2.9% | $7.18万 | 加仓 |
| V | VISA INC | $260.68万 | 0.15% | 7,129 | 1,450 | 25.5% | $53.02万 | 加仓 |
| EFV | ISHARES TR | $265.30万 | 0.16% | 32,717 | -138,591 | -80.9% | -$1,123.82万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $267.51万 | 0.16% | 130,301 | 130,301 | — | $267.51万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $270.63万 | 0.16% | 5,222 | 1,510 | 40.7% | $78.25万 | 加仓 |
| DGRW | WISDOMTREE TR | $274.67万 | 0.16% | 28,091 | -4,743 | -14.4% | -$46.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $275.26万 | 0.16% | 3,318 | 425 | 14.7% | $35.26万 | 加仓 |
| KLAC | KLA CORP | $275.96万 | 0.16% | 15,100 | 490 | 3.4% | $8.95万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $286.71万 | 0.17% | 47,921 | 32,922 | 219.5% | $196.97万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $294.74万 | 0.17% | 6,082 | 626 | 11.5% | $30.34万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $294.92万 | 0.17% | 11,592 | 1,833 | 18.8% | $46.63万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $296.40万 | 0.17% | 54,787 | -20,281 | -27.0% | -$109.72万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $317.63万 | 0.19% | 132,180 | 30,425 | 29.9% | $73.11万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $325.48万 | 0.19% | 105,914 | 105,914 | — | $325.48万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $330.22万 | 0.19% | 18,142 | 18,142 | — | $330.22万 | 新建仓 |
| IEMG | ISHARES INC | $334.19万 | 0.20% | 42,785 | -290,727 | -87.2% | -$2,270.85万 | 减仓 |
| LMUB | ISHARES TR | $335.83万 | 0.20% | 67,859 | 3,603 | 5.6% | $17.83万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $338.81万 | 0.20% | 74,154 | 5,936 | 8.7% | $27.12万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $340.99万 | 0.20% | 65,841 | -48,169 | -42.2% | -$249.47万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $346.98万 | 0.20% | 62,790 | -14,161 | -18.4% | -$78.25万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $362.00万 | 0.21% | 179,050 | 179,050 | — | $362.00万 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $362.03万 | 0.21% | 60,606 | -150,425 | -71.3% | -$898.57万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $370.89万 | 0.22% | 108,036 | 20,602 | 23.6% | $70.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $372.38万 | 0.22% | 134,579 | 24,052 | 21.8% | $66.55万 | 加仓 |
| BRNY | EA SERIES TRUST | $378.84万 | 0.22% | 65,220 | -61,427 | -48.5% | -$356.81万 | 减仓 |
| BOXX | EA SERIES TRUST | $399.07万 | 0.24% | 33,906 | 11,694 | 52.6% | $137.64万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $405.37万 | 0.24% | 4,249 | 758 | 21.7% | $72.32万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $409.84万 | 0.24% | 34,082 | 34,082 | — | $409.84万 | 新建仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $416.18万 | 0.25% | 186,543 | 186,543 | — | $416.18万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $422.09万 | 0.25% | 122,204 | 122,204 | — | $422.09万 | 新建仓 |
| WMT | WALMART INC | $429.82万 | 0.25% | 38,824 | 6,986 | 21.9% | $77.34万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $434.61万 | 0.26% | 144,388 | 23,115 | 19.1% | $69.58万 | 加仓 |
| ABBV | ABBVIE INC | $458.34万 | 0.27% | 18,700 | 8,921 | 91.2% | $218.65万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $466.61万 | 0.28% | 66,725 | 10,318 | 18.3% | $72.15万 | 加仓 |
| LLY | ELI LILLY & CO | $482.89万 | 0.28% | 4,306 | -30 | -0.7% | -$3.36万 | 减仓 |
| SYSB | ISHARES TR | $492.81万 | 0.29% | 56,670 | 4,190 | 8.0% | $36.44万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $501.17万 | 0.30% | 57,905 | 2,518 | 4.5% | $21.79万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $521.90万 | 0.31% | 38,218 | 6 | 0.0% | $819 | 加仓 |
| HYDB | ISHARES TR | $522.13万 | 0.31% | 112,904 | 11,014 | 10.8% | $50.93万 | 加仓 |
| VLO | VALERO ENERGY CORP | $527.66万 | 0.31% | 17,157 | -931 | -5.1% | -$28.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $528.91万 | 0.31% | 27,379 | 858 | 3.2% | $16.58万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $534.13万 | 0.31% | 10,409 | 1,840 | 21.5% | $94.42万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $541.97万 | 0.32% | 66,296 | 22,475 | 51.3% | $183.73万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $553.80万 | 0.33% | 59,319 | 3,379 | 6.0% | $31.55万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $566.05万 | 0.33% | 63,466 | -135,749 | -68.1% | -$1,210.74万 | 减仓 |
| SUB | ISHARES TR | $577.10万 | 0.34% | 54,459 | 27,900 | 105.0% | $295.65万 | 加仓 |
| TSLA | TESLA INC | $583.10万 | 0.34% | 18,104 | 921 | 5.4% | $29.66万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $601.56万 | 0.35% | 72,757 | 3,382 | 4.9% | $27.96万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $624.05万 | 0.37% | 30,200 | 30,200 | — | $624.05万 | 新建仓 |
| META | META PLATFORMS INC | $627.76万 | 0.37% | 10,636 | 662 | 6.6% | $39.07万 | 加仓 |
| — | LISTED FDS TR | $629.90万 | 0.37% | 220,775 | -218,432 | -49.7% | -$623.21万 | 减仓 |
| QQQ | INVESCO QQQ TR | $638.87万 | 0.38% | 9,126 | -1,165 | -11.3% | -$81.56万 | 减仓 |
| — | EXXON MOBIL CORP | $643.05万 | 0.38% | 41,471 | -73 | -0.2% | -$1.13万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $651.23万 | 0.38% | 18,467 | 1,469 | 8.6% | $51.80万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $653.30万 | 0.39% | 170,798 | 6,498 | 4.0% | $24.85万 | 加仓 |
| AGG | ISHARES TR | $700.16万 | 0.41% | 71,989 | 41,843 | 138.8% | $406.97万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $700.89万 | 0.41% | 193,349 | 87,619 | 82.9% | $317.62万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $718.06万 | 0.42% | 152,974 | 6,391 | 4.4% | $30.00万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $721.27万 | 0.43% | 143,967 | 6,826 | 5.0% | $34.20万 | 加仓 |
| IAU | ISHARES GOLD TR | $723.32万 | 0.43% | 94,937 | 15,482 | 19.5% | $117.96万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $735.13万 | 0.43% | 103,495 | 93,321 | 917.2% | $662.86万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $737.84万 | 0.43% | 149,663 | 7,379 | 5.2% | $36.38万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $743.36万 | 0.44% | 103,030 | -420 | -0.4% | -$3.03万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $758.30万 | 0.45% | 177,922 | 5,879 | 3.4% | $25.06万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $798.65万 | 0.47% | 231,224 | 88,638 | 62.2% | $306.16万 | 加仓 |
| GOOG | ALPHABET INC | $910.06万 | 0.54% | 24,433 | 4,816 | 24.6% | $179.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $937.85万 | 0.55% | 346,426 | 72,841 | 26.6% | $197.20万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $941.17万 | 0.55% | 181,518 | -59,360 | -24.6% | -$307.78万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $976.97万 | 0.58% | 112,192 | -3,368 | -2.9% | -$29.33万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $978.07万 | 0.58% | 12,909 | -2,292 | -15.1% | -$173.66万 | 减仓 |
| AVGO | BROADCOM INC | $1,008.83万 | 0.59% | 25,720 | 2,582 | 11.2% | $101.28万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,087.69万 | 0.64% | 236,043 | -25,483 | -9.7% | -$117.43万 | 减仓 |
| IVV | ISHARES TR | $1,185.89万 | 0.70% | 15,577 | 5,137 | 49.2% | $391.08万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,245.51万 | 0.73% | 451,926 | 93,063 | 25.9% | $256.48万 | 加仓 |
| GOOGL | ALPHABET INC | $1,309.11万 | 0.77% | 35,049 | 7,951 | 29.3% | $296.98万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $1,379.18万 | 0.81% | 676,402 | 676,402 | — | $1,379.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1,413.52万 | 0.83% | 313,350 | 42,100 | 15.5% | $189.91万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,663.20万 | 0.98% | 347,658 | 33,509 | 10.7% | $160.31万 | 加仓 |
| AMZN | AMAZON COM INC | $1,699.64万 | 1.00% | 59,842 | 3,984 | 7.1% | $113.15万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,721.85万 | 1.01% | 190,829 | 187,660 | 5,921.7% | $1,693.26万 | 加仓 |