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 |
|---|---|---|---|---|---|---|---|---|
| CRUS | CIRRUS LOGIC INC | $79.54万 | 0.06% | 5,500 | 341 | 6.6% | $4.93万 | 加仓 |
| — | HONEYWELL INTL INC | $79.32万 | 0.06% | 3,509 | 99 | 2.9% | $2.24万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $77.76万 | 0.06% | 20,742 | 20,742 | — | $77.76万 | 新建仓 |
| FFLC | FIDELITY COVINGTON TRUST | $76.92万 | 0.06% | 14,999 | 8,629 | 135.5% | $44.25万 | 加仓 |
| CB | CHUBB LTD SWITZ | $76.85万 | 0.06% | 2,358 | 59 | 2.6% | $1.92万 | 加仓 |
| EPS | WISDOMTREE TR | $76.75万 | 0.06% | 11,268 | -8,319 | -42.5% | -$56.66万 | 减仓 |
| UNP | UNION PAC CORP | $76.52万 | 0.06% | 3,154 | 738 | 30.5% | $17.91万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $76.35万 | 0.06% | 2,628 | -85 | -3.1% | -$2.47万 | 减仓 |
| IWS | ISHARES TR | $75.69万 | 0.06% | 5,194 | 5,194 | — | $75.69万 | 新建仓 |
| WFC | WELLS FARGO & CO | $74.64万 | 0.06% | 9,375 | 1,916 | 25.7% | $15.25万 | 加仓 |
| IJR | ISHARES TR | $74.17万 | 0.06% | 5,967 | 743 | 14.2% | $9.24万 | 加仓 |
| GLW | CORNING INC | $73.91万 | 0.06% | 5,436 | 766 | 16.4% | $10.41万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $72.93万 | 0.06% | 7,448 | -235 | -3.1% | -$2.30万 | 减仓 |
| ORCL | ORACLE CORP | $71.80万 | 0.06% | 4,881 | 345 | 7.6% | $5.08万 | 加仓 |
| COR | CENCORA INC | $71.43万 | 0.06% | 2,274 | -111 | -4.7% | -$3.49万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $71.25万 | 0.06% | 15,791 | -1,919 | -10.8% | -$8.66万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $71.01万 | 0.06% | 4,295 | 368 | 9.4% | $6.08万 | 加仓 |
| IWF | ISHARES TR | $70.86万 | 0.06% | 1,662 | -28 | -1.7% | -$1.19万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $70.30万 | 0.06% | 14,003 | 1,510 | 12.1% | $7.58万 | 加仓 |
| YUM | YUM BRANDS INC | $68.98万 | 0.05% | 4,436 | 410 | 10.2% | $6.38万 | 加仓 |
| R | RYDER SYS INC | $66.80万 | 0.05% | 3,263 | -390 | -10.7% | -$7.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $66.30万 | 0.05% | 784 | -40 | -4.9% | -$3.38万 | 减仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $66.15万 | 0.05% | 6,502 | 2,789 | 75.1% | $28.38万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $66.15万 | 0.05% | 11,691 | -3,513 | -23.1% | -$19.88万 | 减仓 |
| RTX | RTX CORPORATION | $65.90万 | 0.05% | 3,417 | 1,046 | 44.1% | $20.17万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $65.61万 | 0.05% | 13,151 | 3,379 | 34.6% | $16.86万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $65.39万 | 0.05% | 12,078 | -982 | -7.5% | -$5.32万 | 减仓 |
| LIN | LINDE PLC | $65.20万 | 0.05% | 1,315 | 431 | 48.8% | $21.37万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $64.83万 | 0.05% | 12,058 | 797 | 7.1% | $4.29万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $64.82万 | 0.05% | 9,012 | 848 | 10.4% | $6.10万 | 加仓 |
| IWR | ISHARES TR | $64.44万 | 0.05% | 6,628 | -1,311 | -16.5% | -$12.75万 | 减仓 |
| SLV | ISHARES SILVER TR | $64.38万 | 0.05% | 9,448 | -527 | -5.3% | -$3.59万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $64.17万 | 0.05% | 4,480 | 171 | 4.0% | $2.45万 | 加仓 |
| IMCB | ISHARES TR | $63.67万 | 0.05% | 7,632 | -372 | -4.6% | -$3.10万 | 减仓 |
| VV | VANGUARD INDEX FDS | $63.19万 | 0.05% | 2,114 | 2,114 | — | $63.19万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $62.72万 | 0.05% | 4,534 | -2 | -0.0% | -$277 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $62.55万 | 0.05% | 3,353 | 193 | 6.1% | $3.60万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $62.24万 | 0.05% | 5,499 | 24 | 0.4% | $2,716 | 加仓 |
| LRCX | LAM RESEARCH CORP | $62.22万 | 0.05% | 2,912 | 700 | 31.6% | $14.96万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $61.47万 | 0.05% | 12,550 | 12,550 | — | $61.47万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $61.44万 | 0.05% | 10,174 | -754 | -6.9% | -$4.55万 | 减仓 |
| BLK | BLACKROCK INC | $61.18万 | 0.05% | 636 | -39 | -5.8% | -$3.75万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $60.50万 | 0.05% | 2,011 | 74 | 3.8% | $2.23万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $59.43万 | 0.05% | 11,143 | 11,143 | — | $59.43万 | 新建仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $59.27万 | 0.05% | 14,609 | 14,609 | — | $59.27万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $59.10万 | 0.05% | 6,799 | -574 | -7.8% | -$4.99万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $58.78万 | 0.05% | 12,249 | 12,249 | — | $58.78万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $58.60万 | 0.05% | 22,856 | 4,319 | 23.3% | $11.07万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $58.00万 | 0.05% | 5,790 | 3,189 | 122.6% | $31.95万 | 加仓 |
| APH | AMPHENOL CORP | $57.88万 | 0.05% | 4,581 | 1,807 | 65.1% | $22.83万 | 加仓 |
| GE | GE AEROSPACE | $57.60万 | 0.05% | 2,030 | 224 | 12.4% | $6.36万 | 加仓 |
| LOW | LOWES COS INC | $57.48万 | 0.05% | 2,433 | -84 | -3.3% | -$1.98万 | 减仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $57.35万 | 0.05% | 5,290 | 702 | 15.3% | $7.61万 | 加仓 |
| IYW | ISHARES TR | $57.34万 | 0.05% | 3,161 | -1,557 | -33.0% | -$28.25万 | 减仓 |
| TTE | TOTALENERGIES SE | $56.64万 | 0.04% | 6,226 | 287 | 4.8% | $2.61万 | 加仓 |
| — | LISTED FDS TR | $56.36万 | 0.04% | 57,678 | -10,177 | -15.0% | -$9.94万 | 减仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $55.51万 | 0.04% | 10,165 | -2,696 | -21.0% | -$14.72万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $55.50万 | 0.04% | 19,937 | 19,937 | — | $55.50万 | 新建仓 |
| IDCC | INTERDIGITAL INC | $55.18万 | 0.04% | 1,827 | 152 | 9.1% | $4.59万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $54.36万 | 0.04% | 13,484 | -36 | -0.3% | -$1,451 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $54.24万 | 0.04% | 2,826 | -1,133 | -28.6% | -$21.75万 | 减仓 |
| UGI | UGI CORP NEW | $54.09万 | 0.04% | 14,853 | 642 | 4.5% | $2.34万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $53.73万 | 0.04% | 7,952 | 249 | 3.2% | $1.68万 | 加仓 |
| NOW | SERVICENOW INC | $53.61万 | 0.04% | 5,128 | 1,191 | 30.3% | $12.45万 | 加仓 |
| DE | DEERE & CO | $53.02万 | 0.04% | 941 | 39 | 4.3% | $2.20万 | 加仓 |
| F | FORD MTR CO | $52.94万 | 0.04% | 45,875 | 2,035 | 4.6% | $2.35万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $52.59万 | 0.04% | 17,142 | -24,611 | -58.9% | -$75.51万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $52.27万 | 0.04% | 20,401 | -27 | -0.1% | -$692 | 减仓 |
| FJP | FIRST TR EXCH TRD ALPHDX FD | $52.05万 | 0.04% | 7,169 | -133 | -1.8% | -$9,656 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $51.75万 | 0.04% | 10,390 | 2,687 | 34.9% | $13.38万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $51.73万 | 0.04% | 3,712 | 211 | 6.0% | $2.94万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $51.71万 | 0.04% | 8,878 | 366 | 4.3% | $2.13万 | 加仓 |
| FNV | FRANCO NEV CORP | $51.51万 | 0.04% | 2,085 | 145 | 7.5% | $3.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $51.26万 | 0.04% | 3,883 | -687 | -15.0% | -$9.07万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $50.91万 | 0.04% | 8,153 | -1,067 | -11.6% | -$6.66万 | 减仓 |
| AMGN | AMGEN INC | $49.71万 | 0.04% | 1,413 | 298 | 26.7% | $10.48万 | 加仓 |
| D | DOMINION ENERGY INC | $49.33万 | 0.04% | 7,980 | 909 | 12.9% | $5.62万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.13万 | 0.04% | 16,864 | -7,855 | -31.8% | -$22.88万 | 减仓 |
| CME | CME GROUP INC | $48.83万 | 0.04% | 1,653 | 199 | 13.7% | $5.88万 | 加仓 |
| WELL | WELLTOWER INC | $48.76万 | 0.04% | 2,466 | 96 | 4.1% | $1.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $48.50万 | 0.04% | 2,955 | 353 | 13.6% | $5.79万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $48.44万 | 0.04% | 3,699 | 516 | 16.2% | $6.76万 | 加仓 |
| INTC | INTEL CORP | $47.78万 | 0.04% | 10,828 | 3,457 | 46.9% | $15.26万 | 加仓 |
| IWM | ISHARES TR | $47.69万 | 0.04% | 1,923 | -277 | -12.6% | -$6.87万 | 减仓 |
| BX | BLACKSTONE INC | $47.25万 | 0.04% | 4,109 | 118 | 3.0% | $1.36万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $47.17万 | 0.04% | 2,741 | 248 | 9.9% | $4.27万 | 加仓 |
| DGRO | ISHARES TR | $46.55万 | 0.04% | 6,633 | 300 | 4.7% | $2.11万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.09万 | 0.04% | 6,361 | 2,027 | 46.8% | $14.69万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $45.88万 | 0.04% | 5,668 | 105 | 1.9% | $8,500 | 加仓 |
| IWN | ISHARES TR | $45.73万 | 0.04% | 2,412 | 112 | 4.9% | $2.12万 | 加仓 |
| GEV | GE VERNOVA INC | $45.49万 | 0.04% | 521 | 38 | 7.9% | $3.32万 | 加仓 |
| PSX | PHILLIPS 66 | $45.12万 | 0.04% | 2,477 | -541 | -17.9% | -$9.86万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $45.05万 | 0.04% | 4,880 | 619 | 14.5% | $5.71万 | 加仓 |
| MZTI | MARZETTI COMPANY | $44.93万 | 0.04% | 3,248 | -578 | -15.1% | -$7.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $44.87万 | 0.04% | 2,087 | -179 | -7.9% | -$3.85万 | 减仓 |
| STIP | ISHARES TR | $44.72万 | 0.04% | 4,324 | 308 | 7.7% | $3.19万 | 加仓 |
| IWD | ISHARES TR | $44.53万 | 0.04% | 2,084 | -65 | -3.0% | -$1.39万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $44.49万 | 0.04% | 8,155 | 2,423 | 42.3% | $13.22万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $44.40万 | 0.04% | 14,426 | -9,807 | -40.5% | -$30.19万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $44.18万 | 0.04% | 11,340 | -1,842 | -14.0% | -$7.18万 | 减仓 |