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 |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -2,688 | -100.0% | -$32.26万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -4,380 | -100.0% | -$29.63万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VBK | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -949 | -100.0% | -$28.67万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,110 | -100.0% | -$28.06万 | 清仓 |
| IGEB | ISHARES TR | $0 | 0.00% | 0 | -6,112 | -100.0% | -$27.91万 | 清仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -10,157 | -100.0% | -$27.86万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -9,205 | -100.0% | -$26.42万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -3,904 | -100.0% | -$24.87万 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -3,082 | -100.0% | -$24.57万 | 清仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -2,620 | -100.0% | -$24.24万 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -741 | -100.0% | -$23.83万 | 清仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,037 | -100.0% | -$23.21万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -464 | -100.0% | -$22.31万 | 清仓 |
| PAVE | GLOBAL X FDS | $0 | 0.00% | 0 | -4,460 | -100.0% | -$21.31万 | 清仓 |
| VDC | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,001 | -100.0% | -$21.14万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PNC | PNC FINL SVCS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -2,552 | -100.0% | -$20.11万 | 清仓 |
| — | EXCHANGE LISTED FDS TR | $0 | 0.00% | 0 | -8,382 | -100.0% | -$20.10万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -12,904 | -100.0% | -$19.28万 | 清仓 |
| — | TWO RDS SHARED TR | $0 | 0.00% | 0 | -10,437 | -100.0% | -$10.62万 | 清仓 |