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 |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | $242.81万 | 0.14% | 26,160 | 3,320 | 14.5% | $30.82万 | 加仓 |
| IXUS | ISHARES TR | $241.85万 | 0.14% | 25,463 | 4,719 | 22.7% | $44.82万 | 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 |
| MS | MORGAN STANLEY | $233.42万 | 0.14% | 11,050 | 2,403 | 27.8% | $50.76万 | 加仓 |
| SKOR | FLEXSHARES TR | $228.75万 | 0.13% | 47,766 | 5,203 | 12.2% | $24.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $226.75万 | 0.13% | 56,491 | 11,167 | 24.6% | $44.82万 | 加仓 |
| QUAL | ISHARES TR | $224.22万 | 0.13% | 10,112 | -996 | -9.0% | -$22.09万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $223.33万 | 0.13% | 49,531 | -8,023 | -13.9% | -$36.18万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $222.96万 | 0.13% | 45,041 | 45,041 | — | $222.96万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $221.23万 | 0.13% | 18,488 | 11,040 | 148.2% | $132.11万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $218.17万 | 0.13% | 49,194 | 49,194 | — | $218.17万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $213.06万 | 0.13% | 18,603 | 18,603 | — | $213.06万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $210.36万 | 0.12% | 41,787 | -4,148 | -9.0% | -$20.88万 | 减仓 |
| GOVT | ISHARES TR | $208.87万 | 0.12% | 93,204 | -1,858,464 | -95.2% | -$4,164.80万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $208.76万 | 0.12% | 24,947 | -8,104 | -24.5% | -$67.81万 | 减仓 |
| IUSB | ISHARES TR | $208.12万 | 0.12% | 45,878 | 662 | 1.5% | $3.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $206.66万 | 0.12% | 49,678 | 11,674 | 30.7% | $48.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $206.39万 | 0.12% | 10,190 | 7,884 | 341.9% | $159.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $201.21万 | 0.12% | 3,524 | 639 | 22.1% | $36.48万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $201.15万 | 0.12% | 4,843 | 17 | 0.4% | $7,061 | 加仓 |
| CSCO | CISCO SYS INC | $200.77万 | 0.12% | 17,328 | 2,729 | 18.7% | $31.62万 | 加仓 |
| MUNI | PIMCO ETF TR | $196.48万 | 0.12% | 38,048 | 4,447 | 13.2% | $22.96万 | 加仓 |
| IEFA | ISHARES TR | $196.30万 | 0.12% | 19,895 | 8,129 | 69.1% | $80.21万 | 加仓 |
| HD | HOME DEPOT INC | $190.47万 | 0.11% | 5,602 | 1,524 | 37.4% | $51.82万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $189.85万 | 0.11% | 42,317 | -20,115 | -32.2% | -$90.24万 | 减仓 |
| OEF | ISHARES TR | $188.90万 | 0.11% | 5,040 | -305 | -5.7% | -$11.43万 | 减仓 |
| CAT | CATERPILLAR INC | $184.83万 | 0.11% | 2,227 | 898 | 67.6% | $74.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $184.26万 | 0.11% | 50,180 | 2,852 | 6.0% | $10.47万 | 加仓 |
| — | JANUS DETROIT STR TR | $181.30万 | 0.11% | 71,376 | 71,376 | — | $181.30万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $180.66万 | 0.11% | 15,690 | -3,798 | -19.5% | -$43.73万 | 减仓 |
| — | JANUS DETROIT STR TR | $180.26万 | 0.11% | 71,080 | 71,080 | — | $180.26万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $179.38万 | 0.11% | 4,417 | 1,435 | 48.1% | $58.28万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $177.86万 | 0.10% | 12,269 | 1,321 | 12.1% | $19.15万 | 加仓 |
| GLD | SPDR GOLD TR | $176.04万 | 0.10% | 4,736 | -476 | -9.1% | -$17.69万 | 减仓 |
| BAC | BANK OF AMER CORP | $175.18万 | 0.10% | 28,037 | 8,129 | 40.8% | $50.79万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $173.32万 | 0.10% | 47,445 | -4,298 | -8.3% | -$15.70万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $169.13万 | 0.10% | 31,688 | 19,610 | 162.4% | $104.67万 | 加仓 |
| KO | COCA COLA CO | $168.23万 | 0.10% | 19,368 | 6,148 | 46.5% | $53.40万 | 加仓 |
| ETN | EATON CORP PLC | $166.92万 | 0.10% | 3,809 | 501 | 15.1% | $21.96万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $165.91万 | 0.10% | 42,968 | -3,754 | -8.0% | -$14.49万 | 减仓 |
| — | ADVISORSHARES TR | $165.64万 | 0.10% | 31,541 | 31,541 | — | $165.64万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $164.43万 | 0.10% | 33,994 | 10,292 | 43.4% | $49.78万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $164.06万 | 0.10% | 48,710 | -4,958 | -9.2% | -$16.70万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $163.10万 | 0.10% | 43,402 | -3,983 | -8.4% | -$14.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $161.85万 | 0.10% | 45,662 | 17,263 | 60.8% | $61.19万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $160.15万 | 0.09% | 34,975 | 13,455 | 62.5% | $61.61万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $159.99万 | 0.09% | 38,984 | 15,420 | 65.4% | $63.28万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $159.81万 | 0.09% | 8,527 | 4,232 | 98.5% | $79.31万 | 加仓 |
| MRK | MERCK & CO INC | $156.77万 | 0.09% | 12,270 | 5,584 | 83.5% | $71.34万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $156.61万 | 0.09% | 37,611 | 14,878 | 65.4% | $61.95万 | 加仓 |
| GE | GE AEROSPACE | $156.51万 | 0.09% | 4,242 | 2,212 | 109.0% | $81.61万 | 加仓 |
| HDV | ISHARES TR | $154.13万 | 0.09% | 53,817 | -19,498 | -26.6% | -$55.84万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $149.61万 | 0.09% | 34,173 | -12,191 | -26.3% | -$53.37万 | 减仓 |
| USHY | ISHARES TR | $145.08万 | 0.09% | 39,552 | 29,033 | 276.0% | $106.49万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $142.87万 | 0.08% | 30,180 | 3,614 | 13.6% | $17.11万 | 加仓 |
| SOXX | ISHARES TR | $142.05万 | 0.08% | 2,798 | 2,053 | 275.6% | $104.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $141.79万 | 0.08% | 1,381 | 597 | 76.1% | $61.29万 | 加仓 |
| EMLC | VANECK ETF TRUST | $140.52万 | 0.08% | 55,366 | -11,542 | -17.3% | -$29.29万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $139.60万 | 0.08% | 3,254 | 299 | 10.1% | $12.83万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $137.01万 | 0.08% | 39,909 | -9,361 | -19.0% | -$32.14万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $135.35万 | 0.08% | 37,644 | -1,680 | -4.3% | -$6.04万 | 减仓 |
| QCOM | QUALCOMM INC | $134.84万 | 0.08% | 8,896 | 711 | 8.7% | $10.78万 | 加仓 |
| EUHY | ISHARES INC | $133.75万 | 0.08% | 25,104 | -5,942 | -19.1% | -$31.66万 | 减仓 |
| MCK | MCKESSON CORP | $133.28万 | 0.08% | 1,611 | -400 | -19.9% | -$33.09万 | 减仓 |
| MBB | ISHARES TR | $133.19万 | 0.08% | 14,365 | -200,468 | -93.3% | -$1,858.73万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $133.07万 | 0.08% | 16,073 | -709 | -4.2% | -$5.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $132.89万 | 0.08% | 10,576 | 1,001 | 10.5% | $12.58万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $132.22万 | 0.08% | 43,594 | -1,949 | -4.3% | -$5.91万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $132.20万 | 0.08% | 2,255 | -274 | -10.8% | -$16.06万 | 减仓 |
| IJH | ISHARES TR | $131.80万 | 0.08% | 17,318 | 1,119 | 6.9% | $8.52万 | 加仓 |
| IGSB | ISHARES TR | $130.95万 | 0.08% | 25,182 | 25,182 | — | $130.95万 | 新建仓 |
| MO | ALTRIA GROUP INC | $129.22万 | 0.08% | 18,930 | 5,641 | 42.4% | $38.51万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $127.53万 | 0.08% | 5,311 | 3,224 | 154.5% | $77.42万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $127.17万 | 0.07% | 24,867 | -82,258 | -76.8% | -$420.67万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $126.22万 | 0.07% | 12,166 | 3,391 | 38.6% | $35.18万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $125.31万 | 0.07% | 30,122 | 1,003 | 3.4% | $4.17万 | 加仓 |
| VV | VANGUARD INDEX FDS | $124.17万 | 0.07% | 3,559 | 1,445 | 68.4% | $50.41万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $123.35万 | 0.07% | 40,953 | 40,953 | — | $123.35万 | 新建仓 |
| APH | AMPHENOL CORP | $121.26万 | 0.07% | 7,424 | 2,843 | 62.1% | $46.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $121.23万 | 0.07% | 6,557 | -5,838 | -47.1% | -$107.94万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $120.73万 | 0.07% | 7,416 | 1,517 | 25.7% | $24.70万 | 加仓 |
| INTC | INTEL CORP | $120.70万 | 0.07% | 13,263 | 2,435 | 22.5% | $22.16万 | 加仓 |
| BOND | PIMCO ETF TR | $120.02万 | 0.07% | 13,290 | 624 | 4.9% | $5.64万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $119.56万 | 0.07% | 28,761 | 3,902 | 15.7% | $16.22万 | 加仓 |
| IYW | ISHARES TR | $119.48万 | 0.07% | 4,903 | 1,742 | 55.1% | $42.45万 | 加仓 |
| EFG | ISHARES TR | $116.67万 | 0.07% | 9,557 | -5,789 | -37.7% | -$70.67万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $114.18万 | 0.07% | 25,469 | -1,138,892 | -97.8% | -$5,105.73万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $112.27万 | 0.07% | 3,811 | 899 | 30.9% | $26.48万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $112.17万 | 0.07% | 28,826 | -9,924 | -25.6% | -$38.62万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $111.77万 | 0.07% | 22,571 | 9,420 | 71.6% | $46.65万 | 加仓 |
| UNP | UNION PAC CORP | $110.58万 | 0.07% | 3,797 | 643 | 20.4% | $18.73万 | 加仓 |
| MCD | MCDONALDS CORP | $109.89万 | 0.06% | 4,143 | 576 | 16.1% | $15.28万 | 加仓 |
| TXN | TEXAS INSTRS INC | $109.87万 | 0.06% | 4,084 | 1,848 | 82.6% | $49.72万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $109.63万 | 0.06% | 20,517 | -2,714 | -11.7% | -$14.50万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $109.02万 | 0.06% | 18,460 | 1,286 | 7.5% | $7.59万 | 加仓 |
| NFLX | NETFLIX INC. | $107.62万 | 0.06% | 14,676 | -5,625 | -27.7% | -$41.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $107.06万 | 0.06% | 9,994 | -744 | -6.9% | -$7.97万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $107.01万 | 0.06% | 4,842 | -1,180 | -19.6% | -$26.08万 | 减仓 |
| DFGX | DIMENSIONAL ETF TRUST | $106.72万 | 0.06% | 20,368 | 3,594 | 21.4% | $18.83万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $105.60万 | 0.06% | 4,666 | 933 | 25.0% | $21.12万 | 加仓 |