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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 124 项
建仓 12
增持 56
减持 45
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VFVA
VANGUARD WELLINGTON FD
+$7.9M
77,696
+3104%
清仓
—
INNOVATOR ETFS TR II
-$5.2M
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$5.1M
23,130
-79%
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。
建仓
REMX
VANECK ETF TRUST
+$4.2M
37,304
减持
GLD
SPDR GOLD TR
-$4.0M
2,398
-91%
建仓
EPRF
INNOVATOR ETFS TR
+$3.5M
144,232
减持
XAR
SPDR SER TR
-$2.0M
3,051
-84%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.9M
239,565
-1%
建仓
ALTL
PACER FDS TR
+$1.7M
37,399
建仓
EMXC
ISHARES INC
+$1.7M
27,903
增持
AAPL
APPLE INC
+$1.6M
38,631
+4%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.5M
83,687
-23%
增持
SGOL
ABERDEEN STD GOLD ETF TR
+$1.5M
152,809
+114%
清仓
XSOE
WISDOMTREE TR
-$1.5M
0
-100%
清仓
ROKU
ROKU INC
-$1.3M
0
-100%
清仓
INCE
FRANKLIN TEMPLETON ETF TR
-$1.3M
0
-100%
清仓
TWLO
TWILIO INC
-$1.1M
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
16,196
减持
USIG
ISHARES TR
-$1.0M
240,251
-6%
增持
MA
MASTERCARD INCORPORATED
+$1.0M
10,341
+34%
清仓
QQQ
INVESCO QQQ TR
-$1.0M
0
-100%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$996.0K
67,392
+21%
增持
V
VISA INC
+$994.0K
17,492
+39%
增持
XLF
SELECT SECTOR SPDR TR
+$993.0K
72,397
+48%
清仓
CHWY
CHEWY INC
-$946.0K
0
-100%
增持
GOOG
ALPHABET INC
+$892.0K
1,697
+13%
增持
META
META PLATFORMS INC
+$810.0K
11,292
+28%
减持
TFLO
ISHARES TR
-$797.0K
4,530
-78%
减持
MSFT
MICROSOFT CORP
+$645.0K
14,676
-4%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$641.0K
13,331
+33%
增持
AMZN
AMAZON COM INC
+$580.0K
1,621
+10%
增持
FDX
FEDEX CORP
+$548.0K
7,998
+15%
增持
XLV
SELECT SECTOR SPDR TR
+$523.0K
32,379
+2%
增持
JPM
JPMORGAN CHASE & CO
+$484.0K
18,252
+24%
减持
PLD
PROLOGIS INC.
+$483.0K
16,135
-9%
增持
WMT
WALMART INC
+$466.0K
18,035
+17%
增持
GS
GOLDMAN SACHS GROUP INC
+$458.0K
5,271
+28%
减持
SCHH
SCHWAB STRATEGIC TR
+$442.0K
75,244
-2%
建仓
DRIV
GLOBAL X FDS
+$439.0K
14,367
增持
UFOX
ETF SER SOLUTIONS
+$438.0K
43,588
+15%
减持
ICSH
ISHARES TR
-$428.0K
151,072
-5%
减持
SMH
VANECK ETF TRUST
+$412.0K
7,922
-0%
增持
QLV
FLEXSHARES TR
+$397.0K
36,489
+10%
增持
ESGU
ISHARES TR
+$384.0K
15,059
+19%
建仓
MELI
MERCADOLIBRE INC
+$382.0K
283
增持
CVS
CVS HEALTH CORP
+$373.0K
17,826
+3%
减持
NFLX
NETFLIX INC
-$371.0K
2,433
-19%
减持
COST
COSTCO WHSL CORP NEW
+$370.0K
4,608
-8%
增持
SRVR
PACER FDS TR
+$367.0K
56,743
+6%
增持
SQ
BLOCK INC
-$350.0K
7,377
+15%
增持
UPS
UNITED PARCEL SERVICE INC
+$345.0K
9,399
+2%
增持
NKE
NIKE INC
+$340.0K
12,381
+4%
减持
SCHO
SCHWAB STRATEGIC TR
-$337.0K
14,565
-31%
减持
HD
HOME DEPOT INC
+$331.0K
5,928
-9%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$324.0K
7,684
-2%
减持
TSLA
TESLA INC
-$308.0K
287
-64%
增持
PYPL
PAYPAL HLDGS INC
-$299.0K
8,010
+15%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$294.0K
3,578
-11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$264.0K
64,371
-3%
减持
LULU
LULULEMON ATHLETICA INC
-$263.0K
3,204
-15%
清仓
MBB
ISHARES TR
-$263.0K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$257.0K
0
-100%
增持
ULTA
ULTA BEAUTY INC
+$250.0K
3,618
+5%
建仓
JNJ
JOHNSON & JOHNSON
+$245.0K
1,433
建仓
CSCO
CISCO SYS INC
+$244.0K
3,855
增持
SPDW
SPDR INDEX SHS FDS
+$239.0K
19,468
+50%
建仓
ESGE
ISHARES INC
+$224.0K
5,624
清仓
IBUY
AMPLIFY ETF TR
-$223.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$216.0K
1,596
增持
SCHF
SCHWAB STRATEGIC TR
+$215.0K
272,251
+2%
增持
SBUX
STARBUCKS CORP
+$214.0K
13,472
+9%
增持
WM
WASTE MGMT INC DEL
+$211.0K
10,418
+2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$210.0K
65,935
-5%
建仓
SCHD
SCHWAB STRATEGIC TR
+$204.0K
2,526
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$203.0K
0
-100%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$198.0K
76,783
-4%
减持
CRM
SALESFORCE COM INC
-$191.0K
5,853
-5%
减持
USMV
ISHARES TR
+$171.0K
40,920
-4%
减持
BIL
SPDR SER TR
-$166.0K
7,209
-20%
减持
FLRN
SPDR SER TR
-$151.0K
20,402
-19%
增持
TMUS
T-MOBILE US INC
+$151.0K
14,905
+21%
增持
VTI
VANGUARD INDEX FDS
+$147.0K
3,092
+14%
减持
ETSY
ETSY INC
-$132.0K
5,473
-14%
增持
COIN
COINBASE GLOBAL INC
+$129.0K
4,769
+1%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$129.0K
29,016
-3%
增持
IVV
ISHARES TR
+$128.0K
1,646
+8%
减持
SCHP
SCHWAB STRATEGIC TR
-$126.0K
8,319
-20%
增持
ESGD
ISHARES TR
+$124.0K
7,628
+24%
增持
VZ
VERIZON COMMUNICATIONS INC
+$120.0K
35,833
+11%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$117.0K
35,211
+5%
增持
TGT
TARGET CORP
+$116.0K
9,294
+4%
减持
SJNK
SPDR SER TR
-$111.0K
228,612
-1%
增持
DOCU
DOCUSIGN INC
-$109.0K
9,252
+57%
增持
—
ETF MANAGERS TR
+$100.0K
23,624
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$94.0K
34,980
+14%
减持
PTBD
PACER FDS TR
-$92.0K
145,697
-2%
减持
XLK
SELECT SECTOR SPDR TR
+$83.0K
3,628
-1%
减持
INTU
INTUIT
+$82.0K
3,202
-13%
增持
SCHV
SCHWAB STRATEGIC TR
+$77.0K
10,180
+3%
增持
SCHG
SCHWAB STRATEGIC TR
+$73.0K
4,020
+2%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$69.0K
27,837
-7%
减持
SMDV
PROSHARES TR
-$62.0K
13,933
-14%
增持
PFFD
GLOBAL X FDS
+$51.0K
47,848
+4%
增持
COM
DIREXION SHS ETF TR
-$48.0K
173,651
+8%
增持
SLYG
SPDR SER TR
+$46.0K
3,171
+12%
减持
—
ETF MANAGERS TR
-$41.0K
3,825
-2%
增持
XLP
SELECT SECTOR SPDR TR
+$40.0K
4,330
+1%
增持
SUSC
ISHARES TR
+$35.0K
9,338
+17%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$31.0K
22,575
-5%
增持
SLYV
SPDR SER TR
+$30.0K
3,558
+8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$28.0K
22,786
-5%
减持
SPTM
SPDR SER TR
+$24.0K
12,254
-6%
增持
IGV
ISHARES TR
+$22.0K
1,969
+3%
增持
VXUS
VANGUARD STAR FDS
+$20.0K
7,935
+4%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$20.0K
13,119
-5%
减持
PAVE
GLOBAL X FDS
-$18.0K
71,179
-13%
减持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$10.0K
15,488
-9%
减持
SHY
ISHARES TR
-$8.0K
12,074
-0%
减持
SHOP
SHOPIFY INC
-$6.0K
160
-4%
增持
VMBS
VANGUARD SCOTTSDALE FDS
-$6.0K
15,368
+0%
增持
DIS
DISNEY WALT CO
-$5.0K
12,198
+9%
增持
SCHE
SCHWAB STRATEGIC TR
-$4.0K
80,308
+3%
增持
BND
VANGUARD BD INDEX FDS
+$2.0K
4,695
+1%
增持
AGG
ISHARES TR
+$1.0K
3,248
+1%
