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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
22Q2 调仓
2021-12-31 → 2022-06-30 · 共 134 项
建仓 13
增持 35
减持 53
清仓 33
方向
标的
Δ市值
现股数(环比)
增持
SCHB
SCHWAB STRATEGIC TR
-$8.2M
427,043
+78%
减持
USIG
ISHARES TR
-$5.5M
172,927
-28%
建仓
USFR
WISDOMTREE TR
+$5.5M
109,257
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
JPST
J P MORGAN EXCHANGE TRADED F
+$5.4M
107,052
建仓
SGOV
ISHARES TR
+$5.3M
53,359
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$5.2M
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.2M
13,425
-80%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.1M
114,899
减持
SJNK
SPDR SER TR
-$4.9M
55,898
-76%
减持
ICSH
ISHARES TR
-$4.3M
65,241
-57%
清仓
PTBD
PACER FDS TR
-$3.9M
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
0
-100%
清仓
EPRF
INNOVATOR ETFS TR
-$3.5M
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.6M
254,930
-6%
减持
META
META PLATFORMS INC
-$2.1M
10,379
-8%
减持
AAPL
APPLE INC
-$2.0M
35,759
-7%
减持
QLV
FLEXSHARES TR
-$1.8M
5,043
-86%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.8M
96,188
+46%
清仓
SBUX
STARBUCKS CORP
-$1.6M
0
-100%
建仓
MCK
MCKESSON CORP
+$1.6M
4,754
清仓
CRM
SALESFORCE COM INC
-$1.5M
0
-100%
清仓
NFLX
NETFLIX INC
-$1.5M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$1.4M
0
-100%
建仓
MCD
MCDONALDS CORP
+$1.4M
5,610
建仓
KO
COCA COLA CO
+$1.4M
21,454
增持
AMZN
AMAZON COM INC
-$1.3M
38,190
+2256%
减持
MA
MASTERCARD INCORPORATED
-$1.3M
7,523
-27%
增持
SCHH
SCHWAB STRATEGIC TR
-$1.3M
124,408
+65%
减持
MSFT
MICROSOFT CORP
-$1.3M
14,201
-3%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.3M
2,506
减持
V
VISA INC
-$1.3M
12,866
-26%
建仓
MDLZ
MONDELEZ INTL INC
+$1.2M
19,758
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
14,083
+6%
建仓
SO
SOUTHERN CO
+$1.2M
17,063
增持
JNJ
JOHNSON & JOHNSON
+$1.2M
8,179
+471%
清仓
ETSY
ETSY INC
-$1.2M
0
-100%
清仓
SQ
BLOCK INC
-$1.2M
0
-100%
减持
PLD
PROLOGIS INC.
-$1.2M
12,961
-20%
减持
USMV
ISHARES TR
-$1.2M
30,569
-25%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.1M
43,763
+89%
减持
SRVR
PACER FDS TR
-$1.1M
38,829
-32%
增持
PG
PROCTER AND GAMBLE CO
+$1.1M
9,410
+522%
增持
GOOG
ALPHABET INC
-$1.1M
1,739
+2%
减持
VFVA
VANGUARD WELLINGTON FD
-$1.1M
77,089
-1%
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$1.0M
27,731
-14%
减持
WMT
WALMART INC
-$989.0K
13,371
-26%
减持
SCHE
SCHWAB STRATEGIC TR
-$976.0K
55,333
-31%
增持
TSLA
TESLA INC
+$964.0K
1,881
+555%
减持
TGT
TARGET CORP
-$913.0K
8,769
-6%
减持
JPM
JPMORGAN CHASE & CO
-$894.0K
17,715
-3%
减持
UFOX
ETF SER SOLUTIONS
-$872.0K
30,011
-31%
增持
COIN
COINBASE GLOBAL INC
-$840.0K
7,737
+62%
减持
COST
COSTCO WHSL CORP NEW
-$839.0K
3,708
-20%
减持
UBER
UBER TECHNOLOGIES INC
-$816.0K
31,814
-9%
增持
REMX
VANECK ETF TRUST
-$811.0K
38,868
+4%
增持
SGOL
ABRDN GOLD ETF TRUST
+$796.0K
200,772
+31%
减持
DIS
DISNEY WALT CO
-$780.0K
11,745
-4%
增持
NKE
NIKE INC
-$766.0K
12,682
+2%
清仓
VTI
VANGUARD INDEX FDS
-$747.0K
0
-100%
增持
PYPL
PAYPAL HLDGS INC
-$742.0K
11,007
+37%
增持
INTU
INTUIT
-$741.0K
3,421
+7%
减持
SCHR
SCHWAB STRATEGIC TR
-$727.0K
76,966
-8%
清仓
SPDW
SPDR INDEX SHS FDS
-$710.0K
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$708.0K
7,467
减持
GS
GOLDMAN SACHS GROUP INC
-$695.0K
4,448
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$695.0K
22,988
-36%
增持
DRIV
GLOBAL X FDS
+$673.0K
51,642
+259%
增持
HD
HOME DEPOT INC
-$654.0K
6,583
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$650.0K
3,768
+5%
减持
PAVE
GLOBAL X FDS
-$646.0K
61,638
-13%
减持
UPS
UNITED PARCEL SERVICE INC
-$625.0K
7,615
-19%
减持
ULTA
ULTA BEAUTY INC
-$594.0K
2,330
-36%
减持
XLF
SELECT SECTOR SPDR TR
-$591.0K
71,092
-2%
减持
—
ETF MANAGERS TR
-$582.0K
18,995
-20%
增持
COM
DIREXION SHS ETF TR
+$513.0K
180,020
+4%
清仓
VXUS
VANGUARD STAR FDS
-$504.0K
0
-100%
减持
CVS
CVS HEALTH CORP
-$480.0K
14,662
-18%
减持
ALTL
PACER FDS TR
-$463.0K
30,593
-18%
减持
SPTM
SPDR SER TR
-$455.0K
5,626
-54%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$451.0K
6,873
-11%
减持
FDX
FEDEX CORP
-$446.0K
7,139
-11%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$413.0K
26,659
-4%
清仓
GLD
SPDR GOLD TR
-$410.0K
0
-100%
增持
SMH
VANECK ETF TRUST
-$397.0K
10,058
+27%
清仓
MELI
MERCADOLIBRE INC
-$382.0K
0
-100%
增持
SCHG
SCHWAB STRATEGIC TR
-$382.0K
4,752
+18%
清仓
AGG
ISHARES TR
-$371.0K
0
-100%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$358.0K
26,028
-10%
清仓
XAR
SPDR SER TR
-$355.0K
0
-100%
建仓
—
PROSHARES TR
+$353.0K
6,000
减持
IDHQ
INVESCO EXCH TRADED FD TR II
-$351.0K
32,610
-7%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$345.0K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$345.0K
6,409
-37%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$332.0K
23,923
+56%
清仓
VYM
VANGUARD WHITEHALL FDS
-$321.0K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$317.0K
9,297
-11%
减持
IGV
ISHARES TR
-$312.0K
1,747
-11%
清仓
USHY
ISHARES TR
-$302.0K
0
-100%
清仓
SLYV
SPDR SER TR
-$301.0K
0
-100%
减持
TMUS
T-MOBILE US INC
-$296.0K
10,649
-29%
清仓
SLYG
SPDR SER TR
-$294.0K
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$286.0K
0
-100%
减持
PFFD
GLOBAL X FDS
-$282.0K
44,976
-6%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$263.0K
10,809
-53%
清仓
SUSC
ISHARES TR
-$255.0K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$253.0K
0
-100%
减持
SMDV
PROSHARES TR
-$252.0K
11,565
-17%
增持
LULU
LULULEMON ATHLETICA INC
-$251.0K
3,679
+15%
清仓
ITW
ILLINOIS TOOL WKS INC
-$249.0K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
-$247.0K
3,022
-17%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$245.0K
11,228
-50%
清仓
CSCO
CISCO SYS INC
-$244.0K
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$236.0K
0
-100%
清仓
—
ETF MANAGERS TR
-$222.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$220.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$216.0K
0
-100%
建仓
NEM
NEWMONT CORP
+$213.0K
3,564
减持
IVV
ISHARES TR
-$210.0K
1,516
-8%
清仓
SCHD
SCHWAB STRATEGIC TR
-$204.0K
0
-100%
增持
SHY
ISHARES TR
+$193.0K
14,804
+23%
增持
ESGU
ISHARES TR
-$186.0K
17,152
+14%
增持
FLRN
SPDR SER TR
+$152.0K
25,778
+26%
增持
SCHP
SCHWAB STRATEGIC TR
+$145.0K
11,980
+44%
减持
BIL
SPDR SER TR
-$100.0K
6,108
-15%
增持
TFLO
ISHARES TR
+$60.0K
5,714
+26%
增持
ESGD
ISHARES TR
-$59.0K
8,729
+14%
减持
BND
VANGUARD BD INDEX FDS
-$53.0K
4,584
-2%
减持
LLY
LILLY ELI & CO
+$26.0K
975
-7%
增持
XJQCX
NUVEEN CR STRATEGIES INCOME
-$18.0K
15,971
+3%
增持
SCHO
SCHWAB STRATEGIC TR
+$12.0K
15,314
+5%
增持
EMXC
ISHARES INC
-$7.0K
35,304
+27%
增持
ESGE
ISHARES INC
+$2.0K
6,989
+24%
增持
XLP
SELECT SECTOR SPDR TR
+$0
4,631
+7%
