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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 107 项
建仓 21
增持 29
减持 41
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
—
PROSHARES TR
-$16.3M
463,071
-57%
建仓
SPSB
SPDR SER TR
+$11.2M
380,745
增持
USFR
WISDOMTREE TR
+$5.3M
324,132
+49%
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
XLU
SELECT SECTOR SPDR TR
+$4.0M
56,237
建仓
XLP
SELECT SECTOR SPDR TR
+$3.9M
52,113
建仓
IAK
ISHARES TR
+$3.8M
41,828
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.7M
158,885
+42%
减持
SCHB
SCHWAB STRATEGIC TR
-$2.9M
262,598
-25%
减持
USIG
ISHARES TR
-$2.5M
9,703
-84%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.4M
43,499
+211%
减持
CMDY
ISHARES U S ETF TR
-$1.8M
92,419
-25%
清仓
META
META PLATFORMS INC
-$1.5M
0
-100%
减持
MSFT
MICROSOFT CORP
-$1.4M
12,466
-34%
建仓
FDUS
FIDUS INVT CORP
+$1.3M
68,553
建仓
HDV
ISHARES TR
+$1.3M
12,057
清仓
KO
COCA COLA CO
-$1.2M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$1.2M
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC
+$1.2M
5,268
建仓
NFLX
NETFLIX INC
+$1.2M
4,118
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
0
-100%
建仓
EBAY
EBAY INC.
+$1.2M
28,842
增持
AMZN
AMAZON COM INC
-$1.2M
43,475
+2%
清仓
SO
SOUTHERN CO
-$1.2M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC
-$1.1M
0
-100%
清仓
UBER
UBER TECHNOLOGIES INC
-$1.1M
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$1.1M
0
-100%
清仓
NKE
NIKE INC
-$1.1M
0
-100%
减持
GOOG
ALPHABET INC
-$1.1M
38,314
-18%
清仓
ALTL
PACER FDS TR
-$1.1M
0
-100%
建仓
LUV
SOUTHWEST AIRLS CO
+$1.1M
32,072
清仓
FDX
FEDEX CORP
-$961.0K
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR
-$944.8K
15,340
-56%
减持
AAPL
APPLE INC
-$870.9K
32,487
-12%
增持
SCHO
SCHWAB STRATEGIC TR
+$814.5K
64,852
+35%
建仓
SCHM
SCHWAB STRATEGIC TR
+$801.8K
12,220
增持
EMXC
ISHARES INC
+$799.0K
43,248
+53%
清仓
SCHE
SCHWAB STRATEGIC TR
-$738.0K
0
-100%
减持
—
PROSHARES TR
-$693.3K
6,179
-63%
增持
SHY
ISHARES TR
+$648.7K
22,357
+56%
建仓
SPDW
SPDR INDEX SHS FDS
+$579.1K
19,504
增持
SGOL
ABRDN GOLD ETF TRUST
+$572.3K
366,761
+0%
增持
SGOV
ISHARES TR
+$558.3K
57,602
+11%
增持
TSLA
TESLA INC
-$553.7K
9,947
+48%
建仓
IGSB
ISHARES TR
+$520.5K
10,447
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$493.6K
4,655
+19%
建仓
USRT
ISHARES TR
+$480.4K
9,714
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$475.8K
115,518
+9%
建仓
SCHA
SCHWAB STRATEGIC TR
+$467.3K
11,535
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$418.0K
0
-100%
减持
SCHF
SCHWAB STRATEGIC TR
-$408.2K
86,146
-24%
减持
ESGU
ISHARES TR
-$329.6K
17,987
-23%
增持
V
VISA INC
+$325.9K
10,011
+1%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$324.7K
8,330
建仓
SJNK
SPDR SER TR
+$324.4K
13,382
减持
BIL
SPDR SER TR
-$312.9K
2,526
-57%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$299.7K
6,635
清仓
ITOT
ISHARES TR
-$287.0K
0
-100%
增持
COM
DIREXION SHS ETF TR
+$281.0K
36,710
+37%
清仓
SPTM
SPDR SER TR
-$248.0K
0
-100%
建仓
SPHY
SPDR SER TR
+$242.4K
10,851
减持
JPM
JPMORGAN CHASE & CO
+$238.4K
15,596
-12%
减持
SCHH
SCHWAB STRATEGIC TR
-$235.6K
99,192
-14%
减持
MA
MASTERCARD INCORPORATED
+$226.9K
5,547
-7%
建仓
ITW
ILLINOIS TOOL WKS INC
+$220.3K
1,000
增持
ICSH
ISHARES TR
+$211.8K
61,267
+7%
建仓
NSC
NORFOLK SOUTHN CORP
+$209.5K
850
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$207.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$199.4K
4,246
+53%
减持
FLRN
SPDR SER TR
-$191.3K
21,049
-23%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$176.9K
26,619
+6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$166.2K
10,241
+54%
增持
UPS
UNITED PARCEL SERVICE INC
+$147.0K
7,524
+5%
减持
USMV
ISHARES TR
+$143.5K
30,202
-2%
增持
VFVA
VANGUARD WELLINGTON FD
+$140.0K
11,615
+0%
增持
REMX
VANECK ETF TRUST
-$134.6K
33,329
+4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$133.0K
119,735
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$130.2K
11,608
+28%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$129.1K
24,605
-0%
减持
GS
GOLDMAN SACHS GROUP INC
+$106.3K
4,698
-9%
减持
ULTA
ULTA BEAUTY INC
+$104.7K
2,809
-7%
减持
MCD
MCDONALDS CORP
+$97.3K
5,268
-6%
减持
PLD
PROLOGIS INC.
+$91.0K
17,440
-6%
减持
ESGD
ISHARES TR
-$85.3K
4,666
-33%
减持
JNJ
JOHNSON & JOHNSON
+$74.2K
8,560
-3%
减持
SRVR
PACER FDS TR
-$71.6K
45,466
-6%
增持
TGT
TARGET CORP
+$67.3K
11,113
+4%
减持
CVS
CVS HEALTH CORP
-$65.6K
13,998
-3%
减持
SMDV
PROSHARES TR
+$62.6K
11,138
-0%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$58.6K
21,652
-4%
减持
WM
WASTE MGMT INC DEL
-$52.5K
8,851
-2%
增持
INTU
INTUIT
+$49.4K
3,464
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$45.0K
96,332
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$41.3K
2,456
-2%
增持
HEFA
ISHARES TR
-$36.9K
85,595
+9%
减持
WMT
WALMART INC
+$35.8K
12,621
-7%
增持
COST
COSTCO WHSL CORP NEW
-$27.3K
3,704
+2%
增持
DIS
DISNEY WALT CO
+$27.1K
14,320
+11%
减持
MCK
MCKESSON CORP
-$18.7K
4,170
-10%
减持
HD
HOME DEPOT INC
+$17.2K
5,702
-12%
减持
XLV
SELECT SECTOR SPDR TR
+$13.9K
3,275
-8%
减持
TMUS
T-MOBILE US INC
+$13.1K
9,822
-3%
减持
LLY
LILLY ELI & CO
+$9.7K
800
-9%
减持
SMH
VANECK ETF TRUST
+$9.3K
1,701
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.0K
5,939
-6%
减持
IVW
ISHARES TR
-$1.7K
5,185
-2%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$366
9,741
-0%
减持
BND
VANGUARD BD INDEX FDS
-$272
4,548
-1%
