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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $5,495.34万 | 4.36% | 260,257 | 60,963 | 30.6% | $1,287.24万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $5,371.54万 | 4.26% | 89,893 | 47,000 | 109.6% | $2,808.48万 | 加仓 |
| IVW | ISHARES TR | $5,318.66万 | 4.22% | 470,220 | 200,115 | 74.1% | $2,263.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $5,311.81万 | 4.21% | 1,164,361 | 199,845 | 20.7% | $911.69万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $4,566.90万 | 3.62% | 1,420,366 | 1,420,366 | — | $4,566.90万 | 新建仓 |
| GOVT | ISHARES TR | $4,471.27万 | 3.54% | 1,951,668 | 1,350,535 | 224.7% | $3,094.08万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $3,474.83万 | 2.75% | 597,256 | 37,915 | 6.8% | $220.59万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,185.65万 | 2.52% | 943,338 | -100,761 | -9.7% | -$340.27万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,368.27万 | 1.88% | 135,795 | 50,478 | 59.2% | $880.34万 | 加仓 |
| IEMG | ISHARES INC | $2,326.25万 | 1.84% | 333,512 | -79,768 | -19.3% | -$556.38万 | 减仓 |
| MBB | ISHARES TR | $2,039.84万 | 1.62% | 214,833 | 63,834 | 42.3% | $606.10万 | 加仓 |
| AAPL | APPLE INC | $2,007.35万 | 1.59% | 79,095 | 6,258 | 8.6% | $158.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,984.42万 | 1.57% | 602,252 | 212,994 | 54.7% | $701.82万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,861.95万 | 1.48% | 166,082 | 56,175 | 51.1% | $629.78万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $1,808.02万 | 1.43% | 499,177 | 170,922 | 52.1% | $619.08万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $1,794.40万 | 1.42% | 280,770 | 98,552 | 54.1% | $629.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,524.79万 | 1.21% | 199,215 | 88,118 | 79.3% | $674.46万 | 加仓 |
| SHLD | GLOBAL X FDS | $1,516.23万 | 1.20% | 214,036 | 113,480 | 112.9% | $803.89万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1,509.49万 | 1.20% | 314,149 | 101,979 | 48.1% | $490.01万 | 加仓 |
| TLH | ISHARES TR | $1,495.21万 | 1.19% | 148,453 | 37,444 | 33.7% | $377.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,317.78万 | 1.04% | 35,599 | 4,925 | 16.1% | $182.31万 | 加仓 |
| EFV | ISHARES TR | $1,273.67万 | 1.01% | 171,308 | -49,168 | -22.3% | -$365.56万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,261.54万 | 1.00% | 211,031 | -80,908 | -27.7% | -$483.67万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,250.88万 | 0.99% | 240,878 | 33,445 | 16.1% | $173.68万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,231.26万 | 0.98% | 261,526 | 13,589 | 5.5% | $63.98万 | 加仓 |
| AMZN | AMAZON COM INC | $1,163.36万 | 0.92% | 55,858 | 4,749 | 9.3% | $98.91万 | 加仓 |
| — | LISTED FDS TR | $1,162.78万 | 0.92% | 439,207 | 20,136 | 4.8% | $53.31万 | 加仓 |
| MUB | ISHARES TR | $1,067.65万 | 0.85% | 100,580 | 30,724 | 44.0% | $326.13万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,054.08万 | 0.84% | 271,250 | 28,589 | 11.8% | $111.10万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $988.61万 | 0.78% | 15,201 | 2,249 | 17.4% | $146.27万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $918.31万 | 0.73% | 143,307 | 13,729 | 10.6% | $87.98万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $888.19万 | 0.70% | 358,863 | 90,771 | 33.9% | $224.66万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $841.25万 | 0.67% | 19,260 | 2,642 | 15.9% | $115.40万 | 加仓 |
| GOOGL | ALPHABET INC | $779.24万 | 0.62% | 27,098 | 1,809 | 7.2% | $52.02万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $761.80万 | 0.60% | 103,450 | -6,021 | -5.5% | -$44.34万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $721.17万 | 0.57% | 273,585 | 115,861 | 73.5% | $305.41万 | 加仓 |
| AVGO | BROADCOM INC | $716.13万 | 0.57% | 23,138 | 1,088 | 4.9% | $33.67万 | 加仓 |
| — | EXXON MOBIL CORP | $704.83万 | 0.56% | 41,544 | 4,307 | 11.6% | $73.07万 | 加仓 |
| IAU | ISHARES GOLD TR | $700.47万 | 0.56% | 79,455 | -72,725 | -47.8% | -$641.14万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $684.73万 | 0.54% | 172,043 | 36,794 | 27.2% | $146.44万 | 加仓 |
| IVV | ISHARES TR | $681.98万 | 0.54% | 10,440 | 2,923 | 38.9% | $190.94万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $654.04万 | 0.52% | 142,284 | 28,300 | 24.8% | $130.09万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $632.63万 | 0.50% | 137,141 | 28,078 | 25.7% | $129.52万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $631.92万 | 0.50% | 146,583 | 30,655 | 26.4% | $132.15万 | 加仓 |
| BRNY | EA SERIES TRUST | $617.45万 | 0.49% | 126,647 | -46,424 | -26.8% | -$226.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $594.00万 | 0.47% | 10,291 | -617 | -5.7% | -$35.61万 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $590.97万 | 0.47% | 114,010 | 54,331 | 91.0% | $281.63万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $583.76万 | 0.46% | 164,300 | 9,226 | 5.9% | $32.78万 | 加仓 |
| META | META PLATFORMS INC | $570.67万 | 0.45% | 9,974 | 1,542 | 18.3% | $88.23万 | 加仓 |
| GOOG | ALPHABET INC | $562.74万 | 0.45% | 19,617 | 3,958 | 25.3% | $113.54万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $556.72万 | 0.44% | 181,233 | 117,662 | 185.1% | $361.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $548.73万 | 0.43% | 26,521 | 1,080 | 4.2% | $22.35万 | 加仓 |
| TSLA | TESLA INC | $523.33万 | 0.41% | 17,183 | 4,511 | 35.6% | $137.39万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $521.81万 | 0.41% | 107,125 | 21,275 | 24.8% | $103.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $514.44万 | 0.41% | 55,387 | 304 | 0.6% | $2.82万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $500.01万 | 0.40% | 16,998 | 1,034 | 6.5% | $30.42万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $497.77万 | 0.39% | 69,375 | 7,906 | 12.9% | $56.73万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $477.16万 | 0.38% | 142,586 | 44,841 | 45.9% | $150.06万 | 加仓 |
| HYDB | ISHARES TR | $473.99万 | 0.38% | 101,890 | 16,371 | 19.1% | $76.16万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $472.80万 | 0.37% | 55,940 | 6,805 | 13.8% | $57.52万 | 加仓 |
| SYSB | ISHARES TR | $467.07万 | 0.37% | 52,480 | 18,022 | 52.3% | $160.40万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $456.77万 | 0.36% | 163,132 | -97,980 | -37.5% | -$274.34万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $447.77万 | 0.35% | 38,212 | 6,690 | 21.2% | $78.39万 | 加仓 |
| VLO | VALERO ENERGY CORP | $446.91万 | 0.35% | 18,088 | -520 | -2.8% | -$12.85万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $438.43万 | 0.35% | 146,291 | -482,527 | -76.7% | -$1,446.10万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $410.60万 | 0.33% | 8,569 | 458 | 5.6% | $21.95万 | 加仓 |
| WMT | WALMART INC | $395.68万 | 0.31% | 31,838 | -8,537 | -21.1% | -$106.10万 | 减仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $383.81万 | 0.30% | 76,951 | 53,272 | 225.0% | $265.71万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $367.31万 | 0.29% | 75,068 | 14,917 | 24.8% | $72.99万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $355.15万 | 0.28% | 105,730 | 41,748 | 65.2% | $140.23万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $352.54万 | 0.28% | 121,273 | -2,115 | -1.7% | -$6.15万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $347.86万 | 0.28% | 3,491 | 438 | 14.3% | $43.64万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $339.12万 | 0.27% | 56,407 | 14,541 | 34.7% | $87.42万 | 加仓 |
| LLY | ELI LILLY & CO | $324.78万 | 0.26% | 4,336 | 1,838 | 73.6% | $137.67万 | 加仓 |
| LMUB | ISHARES TR | $320.83万 | 0.25% | 64,256 | 64,256 | — | $320.83万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $314.28万 | 0.25% | 68,218 | -6,837 | -9.1% | -$31.50万 | 减仓 |
| QLTA | ISHARES TR | $305.37万 | 0.24% | 64,167 | -9,932 | -13.4% | -$47.27万 | 减仓 |
| — | VIRTUS ETF TR II | $304.90万 | 0.24% | 132,219 | 95,250 | 257.6% | $219.65万 | 加仓 |
| AGG | ISHARES TR | $299.26万 | 0.24% | 30,146 | 3,751 | 14.2% | $37.24万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $299.21万 | 0.24% | 43,821 | 15,792 | 56.3% | $107.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $293.45万 | 0.23% | 110,527 | 34,727 | 45.8% | $92.20万 | 加仓 |
| DGRW | WISDOMTREE TR | $288.41万 | 0.23% | 32,834 | 2,161 | 7.0% | $18.98万 | 加仓 |
| SUB | ISHARES TR | $282.86万 | 0.22% | 26,559 | 4,729 | 21.7% | $50.36万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $269.38万 | 0.21% | 87,434 | 20,128 | 29.9% | $62.01万 | 加仓 |
| LVHD | LEGG MASON ETF INVT | $265.71万 | 0.21% | 62,432 | 15,579 | 33.3% | $66.30万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $265.67万 | 0.21% | 57,554 | -651 | -1.1% | -$3.00万 | 减仓 |
| BOXX | EA SERIES TRUST | $258.30万 | 0.20% | 22,212 | -14,656 | -39.8% | -$170.43万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $246.96万 | 0.20% | 101,755 | -303,604 | -74.9% | -$736.85万 | 减仓 |
| JGLO | J P MORGAN EXCHANGE TRADED F | $246.41万 | 0.20% | 37,752 | 3,425 | 10.0% | $22.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $238.55万 | 0.19% | 9,759 | 2,518 | 34.8% | $61.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $238.23万 | 0.19% | 33,051 | 3,740 | 12.8% | $26.96万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $227.33万 | 0.18% | 65,798 | 5,892 | 9.8% | $20.36万 | 加仓 |
| GLD | SPDR GOLD TR | $224.27万 | 0.18% | 5,212 | 699 | 15.5% | $30.08万 | 加仓 |
| IEF | ISHARES TR | $217.98万 | 0.17% | 22,840 | 5,088 | 28.7% | $48.56万 | 加仓 |
| KLAC | KLA CORP | $215.13万 | 0.17% | 1,461 | 170 | 13.2% | $25.03万 | 加仓 |
| QUAL | ISHARES TR | $213.07万 | 0.17% | 11,108 | -6,184 | -35.8% | -$118.62万 | 减仓 |
| ABBV | ABBVIE INC | $212.68万 | 0.17% | 9,779 | 891 | 10.0% | $19.38万 | 加仓 |
| IWY | ISHARES TR | $211.87万 | 0.17% | 8,514 | 6,318 | 287.7% | $157.22万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $209.69万 | 0.17% | 45,935 | 13,787 | 42.9% | $62.94万 | 加仓 |
| IUSB | ISHARES TR | $208.85万 | 0.17% | 45,216 | 2,117 | 4.9% | $9.78万 | 加仓 |