小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 109 项
建仓 11
增持 38
减持 42
清仓 18
方向
标的
Δ市值
现股数(环比)
建仓
VRIG
INVESCO ACTIVELY MANAGED ETF
+$13.1M
524,411
建仓
CSHI
SHP ETF TRUST
+$11.1M
221,238
减持
SPSB
SPDR SER TR
-$10.2M
16,462
-95%
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
ULST
SSGA ACTIVE ETF TR
+$10.0M
289,287
+598%
增持
BIL
SPDR SER TR
+$10.0M
121,591
+833%
减持
SGOV
ISHARES TR
-$8.0M
10,773
-88%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.3M
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.2M
6,252
-94%
增持
SCHB
SCHWAB STRATEGIC TR
+$5.6M
343,152
+35%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$3.4M
218,737
+276%
减持
USFR
WISDOMTREE TR
-$3.3M
344,729
-16%
建仓
ARTY
ISHARES TR
+$2.9M
88,378
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$2.9M
107,159
-30%
清仓
XLP
SELECT SECTOR SPDR TR
-$2.7M
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$2.7M
0
-100%
建仓
KRE
SPDR SER TR
+$2.7M
64,997
减持
SHY
ISHARES TR
-$2.6M
11,936
-72%
减持
SCHO
SCHWAB STRATEGIC TR
-$2.5M
23,900
-68%
减持
—
PROSHARES TR
-$2.4M
32,941
-84%
增持
SJNK
SPDR SER TR
+$2.2M
126,803
+234%
减持
ICSH
ISHARES TR
-$2.1M
51,149
-44%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
52,727
+194%
建仓
CVX
CHEVRON CORP NEW
+$1.6M
10,003
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
24,613
-44%
清仓
HDV
ISHARES TR
-$1.3M
0
-100%
减持
SCHH
SCHWAB STRATEGIC TR
-$1.2M
23,469
-72%
建仓
TJX
TJX COS INC NEW
+$1.1M
12,978
减持
NKE
NIKE INC
-$1.1M
1,832
-83%
建仓
DKS
DICKS SPORTING GOODS INC
+$1.1M
8,022
清仓
CCI
CROWN CASTLE INC
-$1.0M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$1.0M
0
-100%
清仓
FLRN
SPDR SER TR
-$988.6K
0
-100%
增持
SGOL
ABRDN GOLD ETF TRUST
+$936.2K
536,221
+14%
清仓
SCHM
SCHWAB STRATEGIC TR
-$829.1K
0
-100%
清仓
IGSB
ISHARES TR
-$672.0K
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$587.2K
0
-100%
增持
SMH
VANECK ETF TRUST
+$576.8K
23,866
+105%
减持
SCHP
SCHWAB STRATEGIC TR
-$510.7K
9,296
-50%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$507.2K
23,215
清仓
USRT
ISHARES TR
-$488.4K
0
-100%
清仓
SCHA
SCHWAB STRATEGIC TR
-$483.7K
0
-100%
建仓
XLY
SELECT SECTOR SPDR TR
+$477.0K
2,809
减持
TSLA
TESLA INC
+$429.3K
9,161
-3%
增持
SRVR
PACER FDS TR
+$389.3K
58,890
+31%
减持
GOOG
ALPHABET INC
-$383.3K
27,463
-23%
增持
ITA
ISHARES TR
+$360.2K
24,224
+13%
增持
SCHF
SCHWAB STRATEGIC TR
+$358.7K
40,106
+30%
增持
PANW
PALO ALTO NETWORKS INC
+$352.2K
5,250
+6%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$326.7K
3,844
-5%
增持
COM
DIREXION SHS ETF TR
+$319.7K
74,909
+22%
减持
MSFT
MICROSOFT CORP
-$319.1K
10,351
-22%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$303.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$284.0K
2,679
+22%
减持
PLD
PROLOGIS INC.
-$280.6K
14,661
-12%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$266.7K
0
-100%
增持
USMV
ISHARES TR
+$261.5K
36,772
+8%
建仓
VOO
VANGUARD INDEX FDS
+$253.8K
622
增持
XLK
SELECT SECTOR SPDR TR
+$253.5K
5,576
+18%
清仓
SPHY
SPDR SER TR
-$249.4K
0
-100%
增持
PPH
VANECK ETF TRUST
+$241.4K
34,928
+8%
建仓
MELI
MERCADOLIBRE INC
+$235.7K
199
增持
LYFT
LYFT INC
+$226.3K
125,405
+19%
清仓
USIG
ISHARES TR
-$224.9K
0
-100%
减持
V
VISA INC
-$205.2K
6,849
-16%
减持
AMZN
AMAZON COM INC
+$204.7K
34,547
-17%
清仓
SPTM
SPDR SER TR
-$204.6K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$201.4K
0
-100%
减持
MCK
MCKESSON CORP
+$193.6K
3,759
-5%
增持
COST
COSTCO WHSL CORP NEW
+$190.1K
3,214
+4%
增持
IAK
ISHARES TR
+$182.3K
32,892
+4%
增持
TGT
TARGET CORP
-$179.6K
8,043
+7%
增持
ESGU
ISHARES TR
+$172.6K
16,573
+4%
增持
LUV
SOUTHWEST AIRLS CO
+$171.0K
33,726
+4%
减持
AAPL
APPLE INC
+$168.7K
29,797
-12%
减持
NFLX
NETFLIX INC
+$167.0K
3,239
-11%
增持
FISV
FISERV INC
+$166.3K
8,956
+5%
增持
PNC
PNC FINL SVCS GROUP INC
+$155.7K
10,967
+14%
减持
JPM
JPMORGAN CHASE & CO
+$145.9K
11,617
-2%
增持
DIS
DISNEY WALT CO
-$127.9K
13,224
+1%
增持
ULTA
ULTA BEAUTY INC
-$111.9K
2,533
+6%
减持
MA
MASTERCARD INCORPORATED
+$104.7K
4,153
-1%
增持
REMX
VANECK ETF TRUST
+$83.3K
37,495
+1%
减持
MCD
MCDONALDS CORP
+$77.3K
4,917
-1%
增持
CMDY
ISHARES U S ETF TR
+$71.4K
10,925
+20%
减持
META
META PLATFORMS INC
+$70.4K
4,453
-22%
减持
VFVA
VANGUARD WELLINGTON FD
-$69.4K
9,228
-10%
减持
HD
HOME DEPOT INC
+$66.9K
4,761
-1%
减持
SCHR
SCHWAB STRATEGIC TR
-$58.9K
12,173
-7%
减持
HEFA
ISHARES TR
+$58.2K
136,862
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$55.8K
7,027
+4%
减持
STZ
CONSTELLATION BRANDS INC
+$50.7K
4,782
-4%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$48.4K
28,924
+5%
减持
IVV
ISHARES TR
+$48.0K
1,506
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$46.8K
153,235
+1%
减持
WM
WASTE MGMT INC DEL
-$46.7K
7,684
-9%
增持
TMUS
T-MOBILE US INC
-$34.0K
8,744
+1%
增持
SMDV
PROSHARES TR
+$30.5K
13,528
+7%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$24.0K
12,922
+5%
减持
INTU
INTUIT
-$21.0K
3,127
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$15.2K
5,456
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$13.8K
2,440
-3%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$9.1K
22,297
-1%
增持
CSCO
CISCO SYS INC
+$7.5K
5,490
+4%
减持
ESGD
ISHARES TR
-$5.8K
4,044
-3%
减持
EMXC
ISHARES INC
+$4.1K
42,482
-5%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$2.0K
24,116
-8%
增持
ABBV
ABBVIE INC
-$1.9K
7,397
+18%
减持
XLV
SELECT SECTOR SPDR TR
-$1.9K
2,793
-3%
减持
EBAY
EBAY INC.
+$947
25,530
-1%
