TriaGen Wealth Management LLC 13F 持仓 · 2026年Q2
TriaGen Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 4.00 亿美元。前几大持仓：AAPL（7.49%）、DIVI（6.52%）、FLOT（4.57%）。本季前 25 大持仓中：新建仓 1 只、增持 16 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $29.9M | 7.49% | 103,464 | 减持 |
| 2 | DIVI | FRANKLIN TEMPLETON ETF TR | $26.1M | 6.52% | 610,254 | 增持 |
| 3 | FLOT | ISHARES TR | $18.3M | 4.57% | 358,003 | 减持 |
| 4 | VO | VANGUARD INDEX FDS | $17.5M | 4.37% | 216,882 | 增持 |
| 5 | EYLD | CAMBRIA ETF TR | $13.3M | 3.31% | 291,869 | 增持 |
| 6 | MGC | VANGUARD WORLD FD | $13.2M | 3.29% | 48,100 | 增持 |
| 7 | DGRO | ISHARES TR | $13.1M | 3.28% | 172,855 | 增持 |
| 8 | SCHG | SCHWAB STRATEGIC TR | $12.8M | 3.20% | 377,702 | 减持 |
| 9 | VB | VANGUARD INDEX FDS | $11.3M | 2.83% | 37,370 | 增持 |
| 10 | NVDA | NVIDIA CORPORATION | $9.9M | 2.48% | 49,597 | 增持 |
| 11 | TQQQ | PROSHARES TR | $7.3M | 1.82% | 89,645 | 新建仓 |
| 12 | IAU | ISHARES GOLD TR | $6.7M | 1.68% | 89,155 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $5.4M | 1.35% | 16,519 | 增持 |
| 14 | VBR | VANGUARD INDEX FDS | $5.1M | 1.28% | 21,014 | 增持 |
| 15 | BIL | SPDR SERIES TRUST | $4.5M | 1.12% | 48,694 | 增持 |
| 16 | V | VISA INC | $4.4M | 1.09% | 12,698 | 增持 |
| 17 | ABBV | ABBVIE INC | $3.7M | 0.93% | 14,698 | 增持 |
| 18 | COST | COSTCO WHOLESALE CORPORATION | $3.7M | 0.92% | 3,929 | 减持 |
| 19 | VCSH | VANGUARD SCOTTSDALE FDS | $3.7M | 0.92% | 46,328 | 减持 |
| 20 | CVX | CHEVRON CORPORATION | $3.5M | 0.89% | 21,380 | 减持 |
| 21 | DFCA | DIMENSIONAL ETF TRUST | $3.6M | 0.89% | 71,160 | 增持 |
| 22 | VTI | VANGUARD INDEX FDS | $3.5M | 0.87% | 9,362 | 减持 |
| 23 | LITE | LUMENTUM HLDGS INC | $3.4M | 0.85% | 3,979 | 减持 |
| 24 | DIS | DISNEY WALT CO | $3.4M | 0.84% | 34,934 | 增持 |
| 25 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $3.3M | 0.82% | 126,953 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR