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 |
|---|---|---|---|---|---|---|---|---|
| DISV | DIMENSIONAL ETF TRUST | $44.00万 | 0.03% | 11,157 | 1,728 | 18.3% | $6.82万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $43.92万 | 0.03% | 13,632 | 1,925 | 16.4% | $6.20万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $43.81万 | 0.03% | 17,851 | 2,475 | 16.1% | $6.07万 | 加仓 |
| IQLT | ISHARES TR | $43.78万 | 0.03% | 9,470 | -636 | -6.3% | -$2.94万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $43.66万 | 0.03% | 7,863 | 2,407 | 44.1% | $13.36万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $43.62万 | 0.03% | 9,505 | 1,982 | 26.3% | $9.10万 | 加仓 |
| TXN | TEXAS INSTRS INC | $43.41万 | 0.03% | 2,236 | 751 | 50.6% | $14.58万 | 加仓 |
| — | ISHARES ETHEREUM TR | $43.17万 | 0.03% | 27,272 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $42.47万 | 0.03% | 10,590 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $42.43万 | 0.03% | 16,879 | 613 | 3.8% | $1.54万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $42.08万 | 0.03% | 10,131 | 10,131 | — | $42.08万 | 新建仓 |
| IWO | ISHARES TR | $41.91万 | 0.03% | 1,335 | 134 | 11.2% | $4.21万 | 加仓 |
| TJX | TJX COS INC NEW | $41.88万 | 0.03% | 2,622 | 805 | 44.3% | $12.86万 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $41.77万 | 0.03% | 16,062 | -7,530 | -31.9% | -$19.58万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $41.72万 | 0.03% | 1,023 | -54 | -5.0% | -$2.20万 | 减仓 |
| C | CITIGROUP INC | $41.65万 | 0.03% | 3,672 | 568 | 18.3% | $6.44万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $41.62万 | 0.03% | 9,498 | 529 | 5.9% | $2.32万 | 加仓 |
| APG | API GROUP CORP | $41.52万 | 0.03% | 10,247 | 283 | 2.8% | $1.15万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $41.46万 | 0.03% | 19,793 | -3,648 | -15.6% | -$7.64万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $41.35万 | 0.03% | 1,488 | 120 | 8.8% | $3.33万 | 加仓 |
| EEM | ISHARES TR | $41.16万 | 0.03% | 7,248 | -606 | -7.7% | -$3.44万 | 减仓 |
| JANW | AIM ETF PRODUCTS TRUST | $41.00万 | 0.03% | 11,238 | 11,238 | — | $41.00万 | 新建仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $40.63万 | 0.03% | 21,453 | 21,453 | — | $40.63万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $40.54万 | 0.03% | 8,159 | 252 | 3.2% | $1.25万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $40.45万 | 0.03% | 3,090 | -264 | -7.9% | -$3.46万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $40.19万 | 0.03% | 3,897 | -6,013 | -60.7% | -$62.01万 | 减仓 |
| — | FIRST TR EXCH TRADED FD III | $40.11万 | 0.03% | 4,882 | -1,079 | -18.1% | -$8.86万 | 减仓 |
| PFE | PFIZER INC | $39.70万 | 0.03% | 14,138 | -6,328 | -30.9% | -$17.77万 | 减仓 |
| SGOV | ISHARES TR | $39.56万 | 0.03% | 3,930 | 802 | 25.6% | $8.07万 | 加仓 |
| ITOT | ISHARES TR | $39.50万 | 0.03% | 2,773 | 2,773 | — | $39.50万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $39.37万 | 0.03% | 8,057 | 1,691 | 26.6% | $8.26万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $39.22万 | 0.03% | 10,960 | 137 | 1.3% | $4,902 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $38.87万 | 0.03% | 10,886 | -3,374 | -23.7% | -$12.05万 | 减仓 |
| ADI | ANALOG DEVICES INC | $38.80万 | 0.03% | 1,220 | 188 | 18.2% | $5.98万 | 加仓 |
| IGF | ISHARES TR | $38.78万 | 0.03% | 5,788 | 1,283 | 28.5% | $8.60万 | 加仓 |
| USHY | ISHARES TR | $38.75万 | 0.03% | 10,519 | 10,519 | — | $38.75万 | 新建仓 |
| AZN | ASTRAZENECA PLC | $38.61万 | 0.03% | 1,958 | 1,958 | — | $38.61万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $38.61万 | 0.03% | 3,437 | 184 | 5.7% | $2.07万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $38.52万 | 0.03% | 7,802 | 1,953 | 33.4% | $9.64万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $38.37万 | 0.03% | 1,816 | 246 | 15.7% | $5.20万 | 加仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $38.32万 | 0.03% | 22,851 | -4,685 | -17.0% | -$7.86万 | 减仓 |
| — | ISHARES TR | $38.24万 | 0.03% | 7,337 | 2,914 | 65.9% | $15.19万 | 加仓 |
| CLS | CELESTICA INC | $38.05万 | 0.03% | 1,351 | -423 | -23.8% | -$11.92万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $37.97万 | 0.03% | 875 | 281 | 47.3% | $12.20万 | 加仓 |
| INTU | INTUIT | $37.94万 | 0.03% | 878 | 111 | 14.5% | $4.80万 | 加仓 |
| SHOP | SHOPIFY INC | $37.77万 | 0.03% | 3,184 | 165 | 5.5% | $1.96万 | 加仓 |
| BIL | SPDR SERIES TRUST | $37.33万 | 0.03% | 4,073 | -3,089 | -43.1% | -$28.31万 | 减仓 |
| IWB | ISHARES TR | $36.94万 | 0.03% | 1,036 | -216 | -17.3% | -$7.70万 | 减仓 |
| WM | WASTE MGMT INC DEL | $36.82万 | 0.03% | 1,602 | 92 | 6.1% | $2.11万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $36.65万 | 0.03% | 9,092 | 54 | 0.6% | $2,177 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $36.56万 | 0.03% | 5,475 | -112 | -2.0% | -$7,479 | 减仓 |
| EVRG | EVERGY INC | $36.45万 | 0.03% | 4,449 | -150 | -3.3% | -$1.23万 | 减仓 |
| RL | RALPH LAUREN CORP | $36.36万 | 0.03% | 1,057 | 11 | 1.1% | $3,784 | 加仓 |
| — | EXCHANGE LISTED FDS TR | $36.21万 | 0.03% | 15,586 | -8,686 | -35.8% | -$20.18万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $36.19万 | 0.03% | 4,092 | -11,048 | -73.0% | -$97.72万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $36.15万 | 0.03% | 12,452 | 12,452 | — | $36.15万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $35.91万 | 0.03% | 13,253 | -44 | -0.3% | -$1,192 | 减仓 |
| USB | US BANCORP | $35.12万 | 0.03% | 6,752 | 723 | 12.0% | $3.76万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $34.92万 | 0.03% | 1,269 | 110 | 9.5% | $3.03万 | 加仓 |
| ILTB | ISHARES TR | $34.65万 | 0.03% | 7,074 | 7,074 | — | $34.65万 | 新建仓 |
| MDT | MEDTRONIC PLC | $34.57万 | 0.03% | 3,989 | -488 | -10.9% | -$4.23万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $34.36万 | 0.03% | 1,136 | 13 | 1.2% | $3,932 | 加仓 |
| P | EVERPURE INC | $34.21万 | 0.03% | 5,795 | -12 | -0.2% | -$708 | 减仓 |
| EMXC | ISHARES INC | $34.18万 | 0.03% | 4,345 | -709 | -14.0% | -$5.58万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $33.94万 | 0.03% | 5,595 | -675 | -10.8% | -$4.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $33.77万 | 0.03% | 2,541 | -307 | -10.8% | -$4.08万 | 减仓 |
| IDXX | IDEXX LABS INC | $33.71万 | 0.03% | 600 | 18 | 3.1% | $1.01万 | 加仓 |
| BA | BOEING CO | $33.64万 | 0.03% | 1,690 | 134 | 8.6% | $2.67万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $33.39万 | 0.03% | 4,448 | 687 | 18.3% | $5.16万 | 加仓 |
| VB | VANGUARD INDEX FDS | $33.33万 | 0.03% | 1,273 | -1,343 | -51.3% | -$35.17万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $33.29万 | 0.03% | 12,526 | 1,564 | 14.3% | $4.16万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $33.25万 | 0.03% | 1,858 | 61 | 3.4% | $1.09万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $32.84万 | 0.03% | 3,870 | 430 | 12.5% | $3.65万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $32.74万 | 0.03% | 9,691 | 9,691 | — | $32.74万 | 新建仓 |
| GLDM | WORLD GOLD TR | $32.72万 | 0.03% | 3,530 | -2,211 | -38.5% | -$20.49万 | 减仓 |
| PLD | PROLOGIS INC. | $32.57万 | 0.03% | 2,464 | 471 | 23.6% | $6.23万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $32.57万 | 0.03% | 12,479 | -95 | -0.8% | -$2,480 | 减仓 |
| SHEL | SHELL PLC | $32.51万 | 0.03% | 3,496 | -245 | -6.5% | -$2.28万 | 减仓 |
| CSX | CSX CORP | $32.26万 | 0.03% | 7,860 | 1,854 | 30.9% | $7.61万 | 加仓 |
| G | GENPACT LIMITED | $32.24万 | 0.03% | 8,655 | 301 | 3.6% | $1.12万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $31.89万 | 0.03% | 11,109 | 611 | 5.8% | $1.75万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $31.76万 | 0.03% | 10,275 | -7,718 | -42.9% | -$23.86万 | 减仓 |
| SBUX | STARBUCKS CORP | $31.57万 | 0.03% | 3,524 | -103 | -2.8% | -$9,228 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $31.56万 | 0.03% | 7,853 | -71 | -0.9% | -$2,853 | 减仓 |
| TGT | TARGET CORP | $31.50万 | 0.02% | 2,599 | 434 | 20.0% | $5.26万 | 加仓 |
| ASML | ASML HLDG NV | $31.44万 | 0.02% | 238 | 238 | — | $31.44万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $31.21万 | 0.02% | 1,574 | 445 | 39.4% | $8.82万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $31.14万 | 0.02% | 2,002 | 14 | 0.7% | $2,177 | 加仓 |
| — | DUPONT DE NEMOURS INC | $31.11万 | 0.02% | 6,792 | 6,792 | — | $31.11万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $30.98万 | 0.02% | 1,328 | 109 | 8.9% | $2.54万 | 加仓 |
| FIIG | FIRST TR EXCHANGE-TRADED FD | $30.84万 | 0.02% | 14,862 | 14,862 | — | $30.84万 | 新建仓 |
| DIS | DISNEY WALT CO | $30.34万 | 0.02% | 3,148 | -84 | -2.6% | -$8,096 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $30.32万 | 0.02% | 14,056 | 14,056 | — | $30.32万 | 新建仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $30.22万 | 0.02% | 7,742 | -1,873 | -19.5% | -$7.31万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $29.81万 | 0.02% | 6,922 | -3,031 | -30.5% | -$13.05万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $29.75万 | 0.02% | 6,641 | 6,641 | — | $29.75万 | 新建仓 |
| EWC | ISHARES INC | $29.66万 | 0.02% | 5,413 | -2,173 | -28.6% | -$11.91万 | 减仓 |
| ENB | ENBRIDGE INC | $29.44万 | 0.02% | 5,439 | -1 | -0.0% | -$54 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $29.02万 | 0.02% | 2,546 | 321 | 14.4% | $3.66万 | 加仓 |
| IVLU | ISHARES TR | $28.90万 | 0.02% | 7,283 | 1,141 | 18.6% | $4.53万 | 加仓 |