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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1,889.96万 | 1.11% | 38,756 | 3,157 | 8.9% | $153.95万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,896.37万 | 1.12% | 438,771 | -60,406 | -12.1% | -$261.07万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,926.41万 | 1.14% | 271,173 | 127,866 | 89.2% | $908.36万 | 加仓 |
| MUB | ISHARES TR | $1,932.75万 | 1.14% | 183,286 | 82,706 | 82.2% | $872.14万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,168.45万 | 1.28% | 149,188 | -16,894 | -10.2% | -$245.55万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $2,297.45万 | 1.35% | 499,229 | 499,229 | — | $2,297.45万 | 新建仓 |
| SHLD | GLOBAL X FDS | $2,304.82万 | 1.36% | 358,058 | 144,022 | 67.3% | $927.07万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $2,493.83万 | 1.47% | 1,212,362 | 1,212,362 | — | $2,493.83万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $2,678.89万 | 1.58% | 626,347 | 24,095 | 4.0% | $103.05万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,931.35万 | 1.73% | 1,015,011 | 1,015,011 | — | $2,931.35万 | 新建仓 |
| AAPL | APPLE INC | $3,055.24万 | 1.80% | 100,693 | 21,598 | 27.3% | $655.33万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,316.46万 | 1.95% | 895,856 | -47,482 | -5.0% | -$175.78万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,504.59万 | 2.07% | 169,599 | 33,804 | 24.9% | $698.52万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $5,457.50万 | 3.22% | 798,464 | 201,208 | 33.7% | $1,375.26万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $6,826.85万 | 4.02% | 1,902,690 | 482,324 | 34.0% | $1,730.58万 | 加仓 |
| IVE | ISHARES TR | $7,338.15万 | 4.33% | 314,821 | 54,564 | 21.0% | $1,271.83万 | 加仓 |
| IVW | ISHARES TR | $9,647.62万 | 5.69% | 697,889 | 227,669 | 48.4% | $3,147.30万 | 加仓 |
| ISTB | ISHARES TR | $1.25亿 | 7.35% | 2,603,382 | 2,603,382 | — | $1.25亿 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $1.39亿 | 8.19% | 199,635 | 109,742 | 122.1% | $7,642.42万 | 加仓 |