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WT Wealth Management 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WT Wealth Management
报告期 2026-03-31 · CIK 0001780507
持仓数
138
前50大市值合计
$267.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 124 项
建仓 8
增持 72
减持 34
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.5M
110,629
+204%
增持
USIG
ISHARES TR
+$1.7M
255,936
+14%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$1.6M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
SCHB
SCHWAB STRATEGIC TR
+$1.4M
242,564
+6%
清仓
EXPE
EXPEDIA GROUP INC
-$1.1M
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$1.1M
4,724
清仓
LUV
SOUTHWEST AIRLS CO
-$1.1M
0
-100%
清仓
ABNB
AIRBNB INC
-$933.0K
0
-100%
增持
COM
DIREXION SHS ETF TR
+$898.0K
161,444
+16%
增持
SCHR
SCHWAB STRATEGIC TR
+$821.0K
109,068
+16%
清仓
ALK
ALASKA AIR GROUP INC
-$815.0K
0
-100%
增持
GLD
SPDR GOLD TR
+$752.0K
26,708
+22%
减持
ICSH
ISHARES TR
-$724.0K
159,206
-8%
增持
ROKU
ROKU INC
-$569.0K
4,279
+3%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$514.0K
23,885
增持
SCHF
SCHWAB STRATEGIC TR
+$455.0K
268,225
+7%
增持
JPM
JPMORGAN CHASE & CO
+$433.0K
14,698
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$432.0K
31,725
+11%
增持
XLF
SELECT SECTOR SPDR TR
+$424.0K
48,862
+27%
增持
ESGU
ISHARES TR
+$401.0K
12,605
+48%
增持
WM
WASTE MGMT INC DEL
+$399.0K
10,232
+27%
增持
AAPL
APPLE INC
+$394.0K
37,285
+5%
增持
CVS
CVS HEALTH CORP
+$378.0K
17,281
+33%
增持
HD
HOME DEPOT INC
+$358.0K
6,485
+17%
增持
NFLX
NETFLIX INC
+$338.0K
3,011
+6%
增持
COST
COSTCO WHSL CORP NEW
+$329.0K
4,999
+3%
增持
GOOG
ALPHABET INC
+$319.0K
1,508
+2%
减持
DOCU
DOCUSIGN INC
-$301.0K
5,898
-9%
建仓
XLP
SELECT SECTOR SPDR TR
+$294.0K
4,269
增持
MSFT
MICROSOFT CORP
+$287.0K
15,221
+3%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$274.0K
0
-100%
增持
CRM
SALESFORCE COM INC
+$266.0K
6,187
+7%
增持
UBER
UBER TECHNOLOGIES INC
+$265.0K
30,638
+39%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$257.0K
1,047
增持
GS
GOLDMAN SACHS GROUP INC
+$254.0K
4,120
+20%
减持
USMV
ISHARES TR
-$253.0K
42,704
-7%
增持
WMT
WALMART INC
+$252.0K
15,419
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$244.0K
32,260
+21%
减持
BIL
SPDR SER TR
-$241.0K
9,016
-23%
增持
MA
MASTERCARD INCORPORATED
+$240.0K
7,738
+15%
建仓
VFVA
VANGUARD WELLINGTON FD
+$240.0K
2,425
增持
V
VISA INC
+$237.0K
12,556
+15%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$230.0K
7,861
+16%
建仓
VB
VANGUARD INDEX FDS
+$228.0K
1,044
建仓
SHOP
SHOPIFY INC
+$226.0K
167
增持
PLD
PROLOGIS INC.
+$225.0K
17,804
+6%
清仓
BA
BOEING CO
-$221.0K
0
-100%
建仓
SUSC
ISHARES TR
+$220.0K
7,993
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$218.0K
0
-100%
减持
NKE
NIKE INC
-$207.0K
11,861
-5%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$207.0K
0
-100%
增持
PAVE
GLOBAL X FDS
+$203.0K
81,511
+12%
清仓
JNJ
JOHNSON & JOHNSON
-$201.0K
0
-100%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$193.0K
10,059
+13%
增持
LULU
LULULEMON ATHLETICA INC
+$185.0K
3,749
+3%
增持
—
ETF MANAGERS TR
+$182.0K
22,225
+15%
减持
XLK
SELECT SECTOR SPDR TR
-$176.0K
3,673
-25%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$174.0K
29,835
+15%
增持
UFOX
ETF SER SOLUTIONS
+$172.0K
37,995
+20%
减持
TSLA
TESLA INC
-$164.0K
787
-31%
增持
SBUX
STARBUCKS CORP
+$162.0K
12,348
+15%
增持
SCHE
SCHWAB STRATEGIC TR
+$161.0K
78,210
+16%
增持
FDX
FEDEX CORP
-$156.0K
6,925
+23%
减持
INTU
INTUIT
+$155.0K
3,666
-1%
增持
ESGD
ISHARES TR
+$148.0K
6,167
+45%
增持
VTI
VANGUARD INDEX FDS
+$145.0K
2,703
+33%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$143.0K
29,775
-6%
增持
SRVR
PACER FDS TR
+$139.0K
53,679
+11%
增持
SMDV
PROSHARES TR
+$135.0K
16,115
+19%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$132.0K
33,505
+18%
增持
ETSY
ETSY INC
+$131.0K
6,394
+10%
增持
AMZN
AMAZON COM INC
+$128.0K
1,469
+8%
增持
DIS
DISNEY WALT CO
+$125.0K
11,197
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$117.0K
9,172
+23%
减持
SCHO
SCHWAB STRATEGIC TR
-$113.0K
21,050
-9%
减持
SJNK
SPDR SER TR
-$110.0K
230,685
-1%
减持
PFFD
GLOBAL X FDS
-$103.0K
46,005
-7%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$99.0K
55,659
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$98.0K
4,035
-2%
增持
CHWY
CHEWY INC
+$93.0K
13,894
+30%
增持
XSOE
WISDOMTREE TR
-$82.0K
39,065
+7%
增持
SCHH
SCHWAB STRATEGIC TR
+$82.0K
77,132
+3%
增持
VXUS
VANGUARD STAR FDS
+$80.0K
7,649
+24%
增持
TGT
TARGET CORP
-$73.0K
8,895
+2%
增持
—
INNOVATOR ETFS TR II
-$73.0K
215,527
+0%
增持
SQ
SQUARE INC
+$72.0K
6,426
+7%
增持
TWLO
TWILIO INC
-$70.0K
3,535
+16%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$62.0K
23,862
-10%
减持
TFLO
ISHARES TR
-$61.0K
20,393
-6%
增持
AGG
ISHARES TR
+$58.0K
3,219
+19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$56.0K
8,743
-21%
减持
LLY
LILLY ELI & CO
-$55.0K
1,050
-19%
减持
SLYV
SPDR SER TR
-$53.0K
3,308
-12%
减持
SHY
ISHARES TR
-$52.0K
12,089
-5%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$51.0K
79,795
-1%
增持
META
FACEBOOK INC
-$49.0K
8,803
+1%
增持
IGV
ISHARES TR
+$48.0K
1,906
+4%
增持
PTBD
PACER FDS TR
-$46.0K
148,084
+1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$44.0K
69,276
-1%
增持
SMH
VANECK ETF TRUST
+$43.0K
7,935
+5%
减持
FLRN
SPDR SER TR
-$43.0K
25,268
-5%
增持
IBUY
AMPLIFY ETF TR
-$39.0K
2,045
+1%
减持
ULTA
ULTA BEAUTY INC
+$37.0K
3,442
-1%
减持
SGOL
ABERDEEN STD GOLD ETF TR
-$35.0K
71,551
-2%
增持
PYPL
PAYPAL HLDGS INC
-$35.0K
6,955
+10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$31.0K
13,847
-9%
减持
QLV
FLEXSHARES TR
-$30.0K
33,046
-3%
增持
QQQ
INVESCO QQQ TR
+$28.0K
2,842
+2%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$28.0K
66,673
-0%
增持
INCE
FRANKLIN TEMPLETON ETF TR
+$26.0K
28,287
+2%
增持
TMUS
T-MOBILE US INC
-$26.0K
12,350
+11%
增持
SCHG
SCHWAB STRATEGIC TR
+$22.0K
3,949
+2%
减持
SCHV
SCHWAB STRATEGIC TR
-$20.0K
9,899
-2%
增持
XAR
SPDR SER TR
+$20.0K
19,580
+12%
增持
VYM
VANGUARD WHITEHALL FDS
+$20.0K
2,859
+9%
减持
—
ETF MANAGERS TR
-$19.0K
3,891
-3%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$18.0K
22,972
+8%
减持
SPTM
SPDR SER TR
-$17.0K
13,064
-2%
减持
SPDW
SPDR INDEX SHS FDS
-$15.0K
13,002
-2%
增持
SLYG
SPDR SER TR
+$13.0K
2,842
+7%
增持
IVW
ISHARES TR
+$13.0K
5,277
+2%
减持
SCHP
SCHWAB STRATEGIC TR
-$9.0K
10,368
-1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$7.0K
15,357
+1%
减持
MBB
ISHARES TR
-$5.0K
2,428
-2%
