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 |
|---|---|---|---|---|---|---|---|---|
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -5,091 | -100.0% | -$26.86万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -2,094 | -100.0% | -$26.83万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,386 | -100.0% | -$26.19万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | -3,124 | -100.0% | -$26.10万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -14,757 | -100.0% | -$25.93万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,449 | -100.0% | -$25.01万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -4,034 | -100.0% | -$23.81万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -6,264 | -100.0% | -$23.54万 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -398 | -100.0% | -$23.43万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -8,902 | -100.0% | -$22.72万 | 清仓 |
| BILZ | PIMCO ETF TR | $0 | 0.00% | 0 | -2,238 | -100.0% | -$22.60万 | 清仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -4,361 | -100.0% | -$21.95万 | 清仓 |
| ONEZ | ELEVATION SERIES TRUST | $0 | 0.00% | 0 | -8,417 | -100.0% | -$21.07万 | 清仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $0 | 0.00% | 0 | -4,091 | -100.0% | -$21.07万 | 清仓 |
| — | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -7,694 | -100.0% | -$20.45万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | -2,200 | -100.0% | -$20.40万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -722 | -100.0% | -$20.16万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -15,078 | -100.0% | -$8.02万 | 清仓 |
| STLA | STELLANTIS N.V | $0 | 0.00% | 0 | -10,711 | -100.0% | -$7.59万 | 清仓 |