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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $104.92万 | 0.06% | 34,576 | -111,715 | -76.4% | -$338.99万 | 减仓 |
| SMMU | PIMCO ETF TR | $104.92万 | 0.06% | 20,912 | 20,912 | — | $104.92万 | 新建仓 |
| RTX | RTX CORPORATION | $104.19万 | 0.06% | 4,809 | 1,392 | 40.7% | $30.16万 | 加仓 |
| TSLA | TESLA INC 看跌期权 | $103.07万 | 0.06% | 3,200 | 3,200 | — | $103.07万 | 新建仓 |
| LLY | ELI LILLY & CO 看跌期权 | $100.92万 | 0.06% | 900 | 900 | — | $100.92万 | 新建仓 |
| IJR | ISHARES TR | $98.18万 | 0.06% | 6,640 | 673 | 11.3% | $9.95万 | 加仓 |
| ET | ENERGY TRANSFER L P | $97.28万 | 0.06% | 47,967 | 2,611 | 5.8% | $5.30万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $97.15万 | 0.06% | 4,239 | 886 | 26.4% | $20.31万 | 加仓 |
| CB | CHUBB LIMITED | $96.64万 | 0.06% | 2,775 | 417 | 17.7% | $14.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $96.53万 | 0.06% | 2,582 | -698 | -21.3% | -$26.10万 | 减仓 |
| BLK | BLACKROCK INC | $95.42万 | 0.06% | 847 | 211 | 33.2% | $23.77万 | 加仓 |
| IWF | ISHARES TR | $95.38万 | 0.06% | 7,891 | 1,243 | 18.7% | $15.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $95.11万 | 0.06% | 2,740 | -3,199 | -53.9% | -$111.05万 | 减仓 |
| ORCL | ORACLE CORP | $95.07万 | 0.06% | 6,702 | 1,821 | 37.3% | $25.83万 | 加仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $93.63万 | 0.06% | 44,228 | -946 | -2.1% | -$2.00万 | 减仓 |
| T | AT&T INC | $91.70万 | 0.05% | 38,871 | 1,712 | 4.6% | $4.04万 | 加仓 |
| WFC | WELLS FARGO & CO | $91.64万 | 0.05% | 10,427 | 1,052 | 11.2% | $9.25万 | 加仓 |
| PEP | PEPSICO INC | $91.22万 | 0.05% | 6,533 | 1,179 | 22.0% | $16.46万 | 加仓 |
| IWR | ISHARES TR | $90.42万 | 0.05% | 8,140 | 1,512 | 22.8% | $16.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $90.29万 | 0.05% | 19,066 | 5,063 | 36.2% | $23.98万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $89.39万 | 0.05% | 2,400 | 2,400 | — | $89.39万 | 新建仓 |
| EPS | WISDOMTREE TR | $89.03万 | 0.05% | 11,159 | -109 | -1.0% | -$8,696 | 减仓 |
| GEV | GE VERNOVA INC | $87.81万 | 0.05% | 872 | 351 | 67.4% | $35.35万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $84.62万 | 0.05% | 20,018 | 8,678 | 76.5% | $36.68万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $84.45万 | 0.05% | 5,358 | 824 | 18.2% | $12.99万 | 加仓 |
| OKLO | OKLO INC | $83.07万 | 0.05% | 20,152 | 88 | 0.4% | $3,627 | 加仓 |
| DE | DEERE & CO | $82.97万 | 0.05% | 1,371 | 430 | 45.7% | $26.02万 | 加仓 |
| AMGN | AMGEN INC | $82.18万 | 0.05% | 2,169 | 756 | 53.5% | $28.64万 | 加仓 |
| DGRO | ISHARES TR | $81.62万 | 0.05% | 10,426 | 3,793 | 57.2% | $29.69万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $81.59万 | 0.05% | 8,688 | 8,688 | — | $81.59万 | 新建仓 |
| GLW | CORNING INC | $81.24万 | 0.05% | 5,540 | 104 | 1.9% | $1.52万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $81.12万 | 0.05% | 13,904 | 6,041 | 76.8% | $35.24万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $79.81万 | 0.05% | 2,724 | 96 | 3.7% | $2.81万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $79.67万 | 0.05% | 5,438 | 722 | 15.3% | $10.58万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $79.49万 | 0.05% | 22,802 | 5,938 | 35.2% | $20.70万 | 加仓 |
| IWY | ISHARES TR | $79.32万 | 0.05% | 2,811 | -5,703 | -67.0% | -$160.92万 | 减仓 |
| COR | CENCORA INC | $78.29万 | 0.05% | 2,539 | 265 | 11.7% | $8.17万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $78.23万 | 0.05% | 26,609 | 26,609 | — | $78.23万 | 新建仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $77.89万 | 0.05% | 40,318 | 17,467 | 76.4% | $33.75万 | 加仓 |
| LIN | LINDE PLC | $77.70万 | 0.05% | 1,617 | 302 | 23.0% | $14.51万 | 加仓 |
| TFLO | ISHARES TR | $77.68万 | 0.05% | 15,379 | 15,379 | — | $77.68万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $77.53万 | 0.05% | 2,790 | 239 | 9.4% | $6.64万 | 加仓 |
| R | RYDER SYS INC | $76.64万 | 0.05% | 2,921 | -342 | -10.5% | -$8.97万 | 减仓 |
| VO | VANGUARD INDEX FDS | $76.37万 | 0.05% | 9,339 | 9,339 | — | $76.37万 | 新建仓 |
| IMCB | ISHARES TR | $74.74万 | 0.04% | 7,632 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $74.63万 | 0.04% | 11,957 | 266 | 2.3% | $1.66万 | 加仓 |
| C | CITIGROUP INC | $73.57万 | 0.04% | 5,508 | 1,836 | 50.0% | $24.52万 | 加仓 |
| BJUL | INNOVATOR ETFS TRUST | $72.95万 | 0.04% | 13,278 | -3,252 | -19.7% | -$17.87万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $72.74万 | 0.04% | 12,683 | -15,574 | -55.1% | -$89.32万 | 减仓 |
| BX | BLACKSTONE INC | $71.44万 | 0.04% | 5,304 | 1,195 | 29.1% | $16.09万 | 加仓 |
| COP | CONOCOPHILLIPS | $71.31万 | 0.04% | 5,984 | 2,101 | 54.1% | $25.04万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $70.97万 | 0.04% | 1,900 | 1,900 | — | $70.97万 | 新建仓 |
| SCNM | STERLING CAP FDS | $70.86万 | 0.04% | 28,700 | -8,343 | -22.5% | -$20.60万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $70.53万 | 0.04% | 4,818 | 1,119 | 30.3% | $16.38万 | 加仓 |
| TTE | TOTALENERGIES SE | $69.69万 | 0.04% | 7,992 | 1,766 | 28.4% | $15.40万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $69.33万 | 0.04% | 6,548 | -7,643 | -53.9% | -$80.92万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $69.15万 | 0.04% | 832 | 832 | — | $69.15万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $68.75万 | 0.04% | 13,106 | -2,685 | -17.0% | -$14.09万 | 减仓 |
| PYLD | PIMCO ETF TR | $68.44万 | 0.04% | 26,274 | -11,131 | -29.8% | -$29.00万 | 减仓 |
| WELL | WELLTOWER INC | $68.42万 | 0.04% | 2,935 | 469 | 19.0% | $10.93万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $67.08万 | 0.04% | 12,755 | 697 | 5.8% | $3.67万 | 加仓 |
| ASML | ASML HLDG NV | $66.84万 | 0.04% | 407 | 169 | 71.0% | $27.75万 | 加仓 |
| F | FORD MTR CO | $66.81万 | 0.04% | 46,297 | 422 | 0.9% | $6,090 | 加仓 |
| NOW | SERVICENOW INC | $66.79万 | 0.04% | 5,849 | 721 | 14.1% | $8.23万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $66.04万 | 0.04% | 15,266 | 1,782 | 13.2% | $7.71万 | 加仓 |
| USB | US BANCORP | $65.89万 | 0.04% | 10,304 | 3,552 | 52.6% | $22.71万 | 加仓 |
| STIP | ISHARES TR | $65.16万 | 0.04% | 6,477 | 2,153 | 49.8% | $21.66万 | 加仓 |
| SMH | VANECK ETF TRUST | $65.13万 | 0.04% | 1,194 | 1,194 | — | $65.13万 | 新建仓 |
| DISV | DIMENSIONAL ETF TRUST | $65.05万 | 0.04% | 15,274 | 4,117 | 36.9% | $17.53万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $64.96万 | 0.04% | 3,649 | 1,108 | 43.6% | $19.72万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $64.84万 | 0.04% | 10,657 | 10,657 | — | $64.84万 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $64.78万 | 0.04% | 5,158 | -132 | -2.5% | -$1.66万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $64.03万 | 0.04% | 18,489 | 4,857 | 35.6% | $16.82万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $63.95万 | 0.04% | 2,945 | 119 | 4.2% | $2.58万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $63.65万 | 0.04% | 17,603 | -6,056 | -25.6% | -$21.90万 | 减仓 |
| MMM | 3M CO | $63.55万 | 0.04% | 3,586 | 1,693 | 89.4% | $30.00万 | 加仓 |
| TLH | ISHARES TR | $62.62万 | 0.04% | 6,488 | -141,965 | -95.6% | -$1,370.24万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $61.84万 | 0.04% | 4,715 | 1,003 | 27.0% | $13.16万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $61.77万 | 0.04% | 6,603 | 242 | 3.8% | $2.26万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $61.22万 | 0.04% | 1,776 | 640 | 56.3% | $22.06万 | 加仓 |
| PLD | PROLOGIS INC. | $61.19万 | 0.04% | 4,245 | 1,781 | 72.3% | $25.67万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $61.12万 | 0.04% | 20,454 | -2,402 | -10.5% | -$7.18万 | 减仓 |
| TJX | TJX COS INC NEW | $60.58万 | 0.04% | 3,846 | 1,224 | 46.7% | $19.28万 | 加仓 |
| LOW | LOWES COS INC | $60.34万 | 0.04% | 2,846 | 413 | 17.0% | $8.76万 | 加仓 |
| IWB | ISHARES TR | $60.11万 | 0.04% | 1,450 | 414 | 40.0% | $17.16万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $59.45万 | 0.04% | 17,714 | 572 | 3.3% | $1.92万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $58.52万 | 0.03% | 3,020 | 3,020 | — | $58.52万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $58.21万 | 0.03% | 3,552 | 1,035 | 41.1% | $16.96万 | 重新持有 |
| IWM | ISHARES TR | $57.08万 | 0.03% | 1,927 | 4 | 0.2% | $1,185 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $55.79万 | 0.03% | 5,168 | -331 | -6.0% | -$3.57万 | 减仓 |
| DIS | DISNEY WALT CO | $54.64万 | 0.03% | 5,568 | 2,420 | 76.9% | $23.75万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $54.56万 | 0.03% | 1,684 | 415 | 32.7% | $13.45万 | 加仓 |
| HYBL | SSGA ACTIVE TR | $53.97万 | 0.03% | 19,379 | -558 | -2.8% | -$1.55万 | 减仓 |
| TRGP | TARGA RES CORP | $53.87万 | 0.03% | 2,036 | -3,746 | -64.8% | -$99.12万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $53.66万 | 0.03% | 6,457 | 319 | 5.2% | $2.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.65万 | 0.03% | 1,790 | 517 | 40.6% | $15.49万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $53.62万 | 0.03% | 10,811 | 10,811 | — | $53.62万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $53.51万 | 0.03% | 398 | -663 | -62.5% | -$89.13万 | 减仓 |
| IWD | ISHARES TR | $52.98万 | 0.03% | 2,084 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $52.70万 | 0.03% | 10,576 | 2,716 | 34.6% | $13.53万 | 加仓 |