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 |
|---|---|---|---|---|---|---|---|---|
| MGC | VANGUARD WORLD FD | $28.88万 | 0.02% | 1,222 | -92,899 | -98.7% | -$2,195.36万 | 减仓 |
| MELI | MERCADOLIBRE INC | $28.87万 | 0.02% | 167 | -1 | -0.6% | -$1,729 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $27.98万 | 0.02% | 5,302 | -975 | -15.5% | -$5.15万 | 减仓 |
| MOAT | VANECK ETF TRUST | $27.69万 | 0.02% | 2,864 | 1 | 0.0% | $97 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.62万 | 0.02% | 1,359 | 143 | 11.8% | $2.91万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $27.61万 | 0.02% | 405 | 405 | — | $27.61万 | 新建仓 |
| CG | CARLYLE GROUP INC | $27.53万 | 0.02% | 5,689 | 845 | 17.4% | $4.09万 | 加仓 |
| MMM | 3M CO | $27.50万 | 0.02% | 1,893 | -308 | -14.0% | -$4.47万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $27.47万 | 0.02% | 14,265 | 14,265 | — | $27.47万 | 新建仓 |
| TMUS | T-MOBILE US INC | $27.38万 | 0.02% | 1,303 | 298 | 29.7% | $6.26万 | 加仓 |
| NVS | NOVARTIS AG | $27.33万 | 0.02% | 1,789 | 1,789 | — | $27.33万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.86万 | 0.02% | 5,091 | -285 | -5.3% | -$1.50万 | 减仓 |
| CRM | SALESFORCE INC | $26.84万 | 0.02% | 1,438 | 252 | 21.2% | $4.70万 | 加仓 |
| IWP | ISHARES TR | $26.83万 | 0.02% | 2,094 | 2,094 | — | $26.83万 | 新建仓 |
| ALL | ALLSTATE CORP | $26.62万 | 0.02% | 1,284 | 9 | 0.7% | $1,866 | 加仓 |
| NULG | NUSHARES ETF TR | $26.60万 | 0.02% | 2,925 | 0 | 0.0% | — | 不变 |
| SPHY | SPDR SERIES TRUST | $26.47万 | 0.02% | 11,353 | 1,720 | 17.9% | $4.01万 | 重新持有 |
| NEM | NEWMONT CORP | $26.37万 | 0.02% | 2,436 | 2,436 | — | $26.37万 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $26.24万 | 0.02% | 5,593 | -647 | -10.4% | -$3.04万 | 减仓 |
| SRE | SEMPRA | $26.24万 | 0.02% | 2,700 | 326 | 13.7% | $3.17万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $26.19万 | 0.02% | 8,386 | -1,690 | -16.8% | -$5.28万 | 减仓 |
| IDEV | ISHARES TR | $26.10万 | 0.02% | 3,124 | 3,124 | — | $26.10万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $26.00万 | 0.02% | 564 | 131 | 30.3% | $6.04万 | 加仓 |
| PCG | PG&E CORP | $25.93万 | 0.02% | 14,757 | 1,352 | 10.1% | $2.38万 | 加仓 |
| CVS | CVS HEALTH CORP | $25.58万 | 0.02% | 3,561 | 459 | 14.8% | $3.30万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $25.54万 | 0.02% | 3,169 | -45 | -1.4% | -$3,626 | 减仓 |
| PGR | PROGRESSIVE CORP | $25.52万 | 0.02% | 1,287 | 238 | 22.7% | $4.72万 | 加仓 |
| EMR | EMERSON ELEC CO | $25.51万 | 0.02% | 1,947 | 1,947 | — | $25.51万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $25.01万 | 0.02% | 1,449 | 152 | 11.7% | $2.62万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $24.93万 | 0.02% | 5,365 | 942 | 21.3% | $4.38万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $24.60万 | 0.02% | 1,819 | 1,819 | — | $24.60万 | 新建仓 |
| SOXX | ISHARES TR | $24.49万 | 0.02% | 745 | -217 | -22.6% | -$7.13万 | 减仓 |
| ILCV | ISHARES TR | $24.41万 | 0.02% | 2,621 | 2,621 | — | $24.41万 | 新建仓 |
| GRMN | GARMIN LTD | $24.34万 | 0.02% | 1,049 | 153 | 17.1% | $3.55万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $23.81万 | 0.02% | 4,034 | 1,396 | 52.9% | $8.24万 | 加仓 |
| SNOW | SNOWFLAKE INC | $23.78万 | 0.02% | 1,577 | 367 | 30.3% | $5.54万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $23.78万 | 0.02% | 5,875 | -1,318 | -18.3% | -$5.33万 | 减仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $23.57万 | 0.02% | 4,656 | -6,973 | -60.0% | -$35.30万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $23.54万 | 0.02% | 6,264 | 6,264 | — | $23.54万 | 新建仓 |
| MPC | MARATHON PETE CORP | $23.50万 | 0.02% | 962 | 962 | — | $23.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $23.46万 | 0.02% | 3,298 | -538 | -14.0% | -$3.83万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $23.43万 | 0.02% | 398 | 8 | 2.1% | $4,710 | 重新持有 |
| DEHP | DIMENSIONAL ETF TRUST | $23.42万 | 0.02% | 6,932 | 6,932 | — | $23.42万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $23.41万 | 0.02% | 387 | 12 | 3.2% | $7,260 | 重新持有 |
| DFAE | DIMENSIONAL ETF TRUST | $23.38万 | 0.02% | 6,906 | -1,139 | -14.2% | -$3.86万 | 减仓 |
| ADBE | ADOBE INC | $23.34万 | 0.02% | 960 | 195 | 25.5% | $4.74万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $23.31万 | 0.02% | 8,532 | -1,319 | -13.4% | -$3.60万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $22.90万 | 0.02% | 2,687 | 2,687 | — | $22.90万 | 新建仓 |
| NULV | NUSHARES ETF TR | $22.86万 | 0.02% | 5,025 | -784 | -13.5% | -$3.57万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $22.72万 | 0.02% | 8,902 | -1,602 | -15.3% | -$4.09万 | 减仓 |
| BILZ | PIMCO ETF TR | $22.60万 | 0.02% | 2,238 | 2,238 | — | $22.60万 | 新建仓 |
| FAAR | FIRST TR EXCHANGE TRAD FD VI | $22.59万 | 0.02% | 6,694 | -11,069 | -62.3% | -$37.35万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $22.49万 | 0.02% | 864 | 864 | — | $22.49万 | 新建仓 |
| MTUM | ISHARES TR | $22.39万 | 0.02% | 933 | -249 | -21.1% | -$5.98万 | 重新持有 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $21.95万 | 0.02% | 4,361 | 4,361 | — | $21.95万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $21.71万 | 0.02% | 6,474 | 6,474 | — | $21.71万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $21.69万 | 0.02% | 6,006 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.45万 | 0.02% | 436 | -54 | -11.0% | -$2.66万 | 减仓 |
| CMI | CUMMINS INC | $21.36万 | 0.02% | 397 | 397 | — | $21.36万 | 新建仓 |
| SHYM | BLACKROCK ETF TRUST II | $21.29万 | 0.02% | 9,668 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $21.13万 | 0.02% | 3,783 | 3,783 | — | $21.13万 | 新建仓 |
| ONEZ | ELEVATION SERIES TRUST | $21.07万 | 0.02% | 8,417 | 8,417 | — | $21.07万 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $21.07万 | 0.02% | 4,091 | -988 | -19.5% | -$5.09万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $21.07万 | 0.02% | 2,994 | -4,426 | -59.6% | -$31.14万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $21.03万 | 0.02% | 8,814 | 8,814 | — | $21.03万 | 新建仓 |
| IQDG | WISDOMTREE TR | $20.87万 | 0.02% | 5,200 | -104 | -2.0% | -$4,175 | 减仓 |
| FAST | FASTENAL CO | $20.77万 | 0.02% | 4,476 | 4,476 | — | $20.77万 | 新建仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $20.49万 | 0.02% | 4,914 | -1,125 | -18.6% | -$4.69万 | 减仓 |
| USO | UNITED STS OIL FD LP | $20.45万 | 0.02% | 1,607 | 1,607 | — | $20.45万 | 新建仓 |
| — | AIM ETF PRODUCTS TRUST | $20.45万 | 0.02% | 7,694 | 7,694 | — | $20.45万 | 新建仓 |
| USMV | ISHARES TR | $20.40万 | 0.02% | 2,200 | 2,200 | — | $20.40万 | 新建仓 |
| OKE | ONEOK INC NEW | $20.20万 | 0.02% | 2,235 | 2,235 | — | $20.20万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.16万 | 0.02% | 722 | -21 | -2.8% | -$5,865 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.14万 | 0.02% | 1,213 | 1,213 | — | $20.14万 | 新建仓 |
| ROST | ROSS STORES INC | $20.07万 | 0.02% | 926 | 926 | — | $20.07万 | 新建仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $8.02万 | 0.01% | 15,078 | 15,078 | — | $8.02万 | 新建仓 |
| STLA | STELLANTIS N.V | $7.59万 | 0.01% | 10,711 | 198 | 1.9% | $1,404 | 加仓 |
| AUR | AURORA INNOVATION INC | $4.31万 | 0.00% | 10,472 | 10,472 | — | $4.31万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -45,867 | -100.0% | -$134.69万 | 清仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -27,338 | -100.0% | -$121.22万 | 清仓 |
| ILCG | ISHARES TR | $0 | 0.00% | 0 | -11,355 | -100.0% | -$118.14万 | 清仓 |
| FDVV | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -10,720 | -100.0% | -$60.77万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14,303 | -100.0% | -$57.71万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -17,464 | -100.0% | -$53.34万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -16,576 | -100.0% | -$52.99万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,836 | -100.0% | -$52.93万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -13,668 | -100.0% | -$52.85万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -26,397 | -100.0% | -$52.75万 | 清仓 |
| — | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -15,681 | -100.0% | -$52.62万 | 清仓 |
| IFRA | ISHARES TR | $0 | 0.00% | 0 | -9,842 | -100.0% | -$51.79万 | 清仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -8,970 | -100.0% | -$49.85万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -3,617 | -100.0% | -$48.02万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -5,476 | -100.0% | -$45.25万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -9,607 | -100.0% | -$42.95万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,146 | -100.0% | -$39.46万 | 清仓 |
| — | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -14,680 | -100.0% | -$38.04万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -10,573 | -100.0% | -$35.56万 | 清仓 |
| MGV | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -7,640 | -100.0% | -$33.34万 | 清仓 |