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 |
|---|---|---|---|---|---|---|---|---|
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -64,167 | -100.0% | -$305.37万 | 清仓 |
| — | VIRTUS ETF TR II | $0 | 0.00% | 0 | -132,219 | -100.0% | -$304.90万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -21,338 | -100.0% | -$184.98万 | 清仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -25,122 | -100.0% | -$124.63万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -41,759 | -100.0% | -$109.78万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -32,782 | -100.0% | -$96.70万 | 清仓 |
| — | CAPITOL SER TR | $0 | 0.00% | 0 | -37,389 | -100.0% | -$93.79万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -21,565 | -100.0% | -$86.56万 | 清仓 |
| FELG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -20,742 | -100.0% | -$77.76万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -6,502 | -100.0% | -$66.15万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -2,011 | -100.0% | -$60.50万 | 清仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,609 | -100.0% | -$59.27万 | 清仓 |
| IDCC | INTERDIGITAL INC | $0 | 0.00% | 0 | -1,827 | -100.0% | -$55.18万 | 清仓 |
| UGI | UGI CORP NEW | $0 | 0.00% | 0 | -14,853 | -100.0% | -$54.09万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -7,952 | -100.0% | -$53.73万 | 清仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -10,390 | -100.0% | -$51.75万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -8,878 | -100.0% | -$51.71万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -2,085 | -100.0% | -$51.51万 | 清仓 |
| MZTI | MARZETTI COMPANY | $0 | 0.00% | 0 | -3,248 | -100.0% | -$44.93万 | 清仓 |
| FLRN | SPDR SERIES TRUST | $0 | 0.00% | 0 | -14,426 | -100.0% | -$44.40万 | 清仓 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -10,131 | -100.0% | -$42.08万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -9,498 | -100.0% | -$41.62万 | 清仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -21,453 | -100.0% | -$40.63万 | 清仓 |
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -3,930 | -100.0% | -$39.56万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,802 | -100.0% | -$38.52万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -3,184 | -100.0% | -$37.77万 | 清仓 |
| BIL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,073 | -100.0% | -$37.33万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -9,092 | -100.0% | -$36.65万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -1,057 | -100.0% | -$36.36万 | 清仓 |
| SPBO | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,452 | -100.0% | -$36.15万 | 清仓 |
| ILTB | ISHARES TR | $0 | 0.00% | 0 | -7,074 | -100.0% | -$34.65万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | -1,858 | -100.0% | -$33.25万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -9,691 | -100.0% | -$32.74万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -3,530 | -100.0% | -$32.72万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -8,655 | -100.0% | -$32.24万 | 清仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,862 | -100.0% | -$30.84万 | 清仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,056 | -100.0% | -$30.32万 | 清仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -7,742 | -100.0% | -$30.22万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -6,641 | -100.0% | -$29.75万 | 清仓 |
| EWC | ISHARES INC | $0 | 0.00% | 0 | -5,413 | -100.0% | -$29.66万 | 清仓 |
| MGC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,222 | -100.0% | -$28.88万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -14,265 | -100.0% | -$27.47万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,091 | -100.0% | -$26.86万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,094 | -100.0% | -$26.83万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,386 | -100.0% | -$26.19万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -3,124 | -100.0% | -$26.10万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -14,757 | -100.0% | -$25.93万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,449 | -100.0% | -$25.01万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -4,034 | -100.0% | -$23.81万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -6,264 | -100.0% | -$23.54万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -398 | -100.0% | -$23.43万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -8,902 | -100.0% | -$22.72万 | 清仓 |
| BILZ | PIMCO ETF TR | $0 | 0.00% | 0 | -2,238 | -100.0% | -$22.60万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,361 | -100.0% | -$21.95万 | 清仓 |
| ONEZ | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -8,417 | -100.0% | -$21.07万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -4,091 | -100.0% | -$21.07万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,694 | -100.0% | -$20.45万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.40万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -722 | -100.0% | -$20.16万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -15,078 | -100.0% | -$8.02万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -10,711 | -100.0% | -$7.59万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $6.32万 | 0.00% | 10,097 | 10,097 | — | $6.32万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $7.14万 | 0.00% | 10,517 | 45 | 0.4% | $306 | 加仓 |
| LCID | LUCID GROUP INC | $10.82万 | 0.01% | 14,054 | 14,054 | — | $10.82万 | 新建仓 |
| BULL | WEBULL CORP | $11.42万 | 0.01% | 15,731 | 15,731 | — | $11.42万 | 新建仓 |
| SMPL | SIMPLY GOOD FOODS CO | $13.14万 | 0.01% | 11,608 | 11,608 | — | $13.14万 | 新建仓 |
| HLN | HALEON PLC | $17.08万 | 0.01% | 17,425 | 17,425 | — | $17.08万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $18.15万 | 0.01% | 14,012 | 14,012 | — | $18.15万 | 新建仓 |
| BMI | BADGER METER INC | $20.04万 | 0.01% | 1,463 | 1,463 | — | $20.04万 | 新建仓 |
| ICVT | ISHARES TR | $20.05万 | 0.01% | 1,742 | 1,742 | — | $20.05万 | 新建仓 |
| USO | UNITED STS OIL FD LP | $20.15万 | 0.01% | 1,650 | 43 | 2.7% | $5,252 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $20.19万 | 0.01% | 570 | 570 | — | $20.19万 | 新建仓 |
| SPIB | SPDR SERIES TRUST | $20.26万 | 0.01% | 6,128 | 6,128 | — | $20.26万 | 新建仓 |
| XYZ | BLOCK INC | $20.28万 | 0.01% | 2,471 | 2,471 | — | $20.28万 | 新建仓 |
| TRU | TRANSUNION | $20.30万 | 0.01% | 2,538 | -67 | -2.6% | -$5,359 | 重新持有 |
| VNQ | VANGUARD INDEX FDS | $20.75万 | 0.01% | 2,094 | 2,094 | — | $20.75万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $20.76万 | 0.01% | 441 | 441 | — | $20.76万 | 新建仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $20.87万 | 0.01% | 2,798 | -4,371 | -61.0% | -$32.61万 | 减仓 |
| MTUM | ISHARES TR | $20.89万 | 0.01% | 692 | -241 | -25.8% | -$7.28万 | 减仓 |
| NET | CLOUDFLARE INC | $20.98万 | 0.01% | 742 | 742 | — | $20.98万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $21.17万 | 0.01% | 1,747 | 1,747 | — | $21.17万 | 新建仓 |
| XEL | XCEL ENERGY INC | $21.19万 | 0.01% | 2,727 | 2,727 | — | $21.19万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $21.24万 | 0.01% | 6,910 | 216 | 3.2% | $6,640 | 加仓 |
| GM | GENERAL MTRS CO | $21.25万 | 0.01% | 2,424 | 2,424 | — | $21.25万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.26万 | 0.01% | 1,657 | 1,657 | — | $21.26万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $21.31万 | 0.01% | 6,042 | 6,042 | — | $21.31万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $21.33万 | 0.01% | 9,668 | 0 | 0.0% | — | 不变 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $21.38万 | 0.01% | 4,298 | -358 | -7.7% | -$1.78万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $21.38万 | 0.01% | 9,053 | 239 | 2.7% | $5,645 | 加仓 |
| AFL | AFLAC INC | $21.46万 | 0.01% | 1,694 | 1,694 | — | $21.46万 | 新建仓 |
| CCL | CARNIVAL CORP LTD | $21.62万 | 0.01% | 7,522 | 7,522 | — | $21.62万 | 新建仓 |
| DDOG | DATADOG INC | $21.78万 | 0.01% | 796 | 796 | — | $21.78万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $21.91万 | 0.01% | 4,905 | -9 | -0.2% | -$402 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $21.91万 | 0.01% | 2,685 | 2,685 | — | $21.91万 | 新建仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $21.92万 | 0.01% | 2,920 | -74 | -2.5% | -$5,555 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $21.99万 | 0.01% | 5,811 | -1,095 | -15.9% | -$4.14万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $22.02万 | 0.01% | 1,978 | 1,978 | — | $22.02万 | 新建仓 |
| OKE | ONEOK INC NEW | $22.03万 | 0.01% | 2,497 | 262 | 11.7% | $2.31万 | 加仓 |
| ADBE | ADOBE INC | $22.09万 | 0.01% | 879 | -81 | -8.4% | -$2.04万 | 减仓 |
| CORP | PIMCO ETF TR | $22.10万 | 0.01% | 2,330 | 2,330 | — | $22.10万 | 新建仓 |