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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 102 项
建仓 19
增持 31
减持 45
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
—
PROSHARES TR
-$5.1M
201,468
-56%
减持
CMDY
ISHARES U S ETF TR
-$4.6M
9,113
-90%
增持
USFR
WISDOMTREE TR
+$4.3M
410,540
+27%
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
SGOV
ISHARES TR
+$3.3M
90,018
+56%
增持
SMH
VANECK ETF TRUST
+$2.7M
11,615
+583%
建仓
PPH
VANECK ETF TRUST
+$2.5M
32,331
增持
SGOL
ABRDN GOLD ETF TRUST
+$2.5M
472,401
+29%
建仓
ITA
ISHARES TR
+$2.5M
21,429
增持
HEFA
ISHARES TR
+$1.9M
141,993
+66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
151,756
+31%
清仓
WMT
WALMART INC
-$1.8M
0
-100%
增持
SHY
ISHARES TR
+$1.7M
43,043
+93%
减持
SCHF
SCHWAB STRATEGIC TR
-$1.7M
30,778
-64%
建仓
ULST
SSGA ACTIVE ETF TR
+$1.7M
41,449
清仓
GS
GOLDMAN SACHS GROUP INC
-$1.6M
0
-100%
增持
ICSH
ISHARES TR
+$1.6M
92,119
+50%
清仓
JNJ
JOHNSON & JOHNSON
-$1.5M
0
-100%
增持
AAPL
APPLE INC
+$1.4M
34,026
+5%
建仓
NKE
NIKE INC
+$1.3M
10,578
减持
XLU
SELECT SECTOR SPDR TR
-$1.2M
40,134
-29%
建仓
PNC
PNC FINL SVCS GROUP INC
+$1.2M
9,643
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$1.2M
58,146
建仓
META
META PLATFORMS INC
+$1.2M
5,698
减持
XLP
SELECT SECTOR SPDR TR
-$1.1M
36,619
-30%
减持
IAK
ISHARES TR
-$1.1M
31,634
-24%
建仓
CCI
CROWN CASTLE INC
+$1.0M
7,698
建仓
ABBV
ABBVIE INC
+$998.6K
6,266
建仓
PANW
PALO ALTO NETWORKS INC
+$989.3K
4,953
建仓
LYFT
LYFT INC
+$976.3K
105,320
增持
BIL
SPDR SER TR
+$966.0K
13,037
+416%
建仓
FISV
FISERV INC
+$963.4K
8,524
建仓
SCHW
SCHWAB CHARLES CORP
+$939.3K
17,932
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$934.7K
138,677
+16%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$861.3K
110,482
+15%
增持
MSFT
MICROSOFT CORP
+$854.2K
13,333
+7%
增持
COM
DIREXION SHS ETF TR
+$804.8K
61,456
+67%
减持
TSLA
TESLA INC
+$743.4K
9,490
-5%
建仓
QQQ
INVESCO QQQ TR
+$706.2K
2,199
建仓
LOW
LOWES COS INC
+$679.9K
3,400
减持
AMZN
AMAZON COM INC
+$646.9K
41,619
-4%
增持
SJNK
SPDR SER TR
+$617.8K
37,929
+183%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$558.1K
153,760
-3%
减持
JPM
JPMORGAN CHASE & CO
-$547.4K
11,849
-24%
减持
SPSB
SPDR SER TR
-$527.2K
359,741
-6%
增持
REMX
VANECK ETF TRUST
+$496.5K
37,201
+12%
增持
SCHO
SCHWAB STRATEGIC TR
+$480.8K
73,976
+14%
减持
TGT
TARGET CORP
-$415.8K
7,490
-33%
减持
MA
MASTERCARD INCORPORATED
-$400.4K
4,206
-24%
增持
SCHP
SCHWAB STRATEGIC TR
+$396.9K
18,618
+60%
减持
HD
HOME DEPOT INC
-$389.0K
4,785
-16%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$376.4K
5,430
减持
SCHB
SCHWAB STRATEGIC TR
+$367.6K
253,597
-3%
增持
FLRN
SPDR SER TR
+$348.9K
32,488
+54%
清仓
—
PROSHARES TR
-$333.7K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$326.7K
0
-100%
减持
GOOG
ALPHABET INC
+$305.9K
35,630
-7%
增持
USMV
ISHARES TR
+$294.2K
33,980
+13%
减持
CVS
CVS HEALTH CORP
-$290.4K
13,647
-3%
建仓
CSCO
CISCO SYS INC
+$276.5K
5,290
减持
SCHH
SCHWAB STRATEGIC TR
-$270.4K
84,256
-15%
减持
USIG
ISHARES TR
-$251.6K
4,439
-54%
减持
V
VISA INC
-$248.3K
8,124
-19%
清仓
NSC
NORFOLK SOUTHN CORP
-$209.5K
0
-100%
建仓
SPTM
SPDR SER TR
+$204.6K
4,058
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$204.4K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$204.2K
5,454
-8%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$201.4K
1,362
增持
XLK
SELECT SECTOR SPDR TR
+$187.6K
4,741
+12%
减持
VFVA
VANGUARD WELLINGTON FD
-$157.2K
10,198
-12%
增持
IGSB
ISHARES TR
+$151.5K
13,296
+27%
减持
MCK
MCKESSON CORP
-$151.4K
3,968
-5%
增持
EMXC
ISHARES INC
+$151.1K
44,681
+3%
减持
COST
COSTCO WHSL CORP NEW
-$150.6K
3,100
-16%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$140.4K
26,111
-2%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$132.2K
27,640
+12%
减持
TMUS
T-MOBILE US INC
-$126.5K
8,620
-12%
增持
UNH
UNITEDHEALTH GROUP INC
-$116.0K
2,510
+2%
减持
PLD
PROLOGIS INC.
+$112.4K
16,659
-4%
减持
INTU
INTUIT
+$105.2K
3,261
-6%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$104.1K
12,250
+20%
减持
SCHR
SCHWAB STRATEGIC TR
-$96.4K
13,064
-15%
减持
STZ
CONSTELLATION BRANDS INC
-$94.7K
4,986
-5%
增持
SMDV
PROSHARES TR
+$86.0K
12,607
+13%
减持
ESGU
ISHARES TR
-$81.8K
15,949
-11%
减持
XLV
SELECT SECTOR SPDR TR
-$72.3K
2,878
-12%
减持
DIS
DISNEY WALT CO
+$64.3K
13,068
-9%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$59.8K
22,538
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$58.0K
6,602
-21%
减持
EBAY
EBAY INC.
-$56.1K
25,693
-11%
减持
NFLX
NETFLIX INC
+$45.4K
3,646
-11%
增持
SCHD
SCHWAB STRATEGIC TR
-$42.1K
44,338
+2%
增持
LUV
SOUTHWEST AIRLS CO
-$25.6K
32,399
+1%
增持
HDV
ISHARES TR
+$22.7K
12,586
+4%
减持
ULTA
ULTA BEAUTY INC
-$13.7K
2,390
-15%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$13.5K
4,030
-13%
减持
SRVR
PACER FDS TR
+$10.8K
44,865
-1%
减持
WM
WASTE MGMT INC DEL
-$9.2K
8,453
-4%
减持
SPDW
SPDR INDEX SHS FDS
+$8.1K
18,281
-6%
减持
USRT
ISHARES TR
+$8.1K
9,691
-0%
减持
UPS
UNITED PARCEL SERVICE INC
+$7.4K
6,781
-10%
减持
ESGD
ISHARES TR
-$6.0K
4,186
-10%
减持
MCD
MCDONALDS CORP
+$1.6K
4,971
-6%
