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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 116 项
建仓 23
增持 45
减持 30
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
VRIG
INVESCO ACTIVELY MANAGED ETF
-$12.4M
0
-100%
增持
SHY
ISHARES TR
+$8.2M
106,172
+1618%
建仓
QSIG
WISDOMTREE TR
+$7.5M
156,352
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。
减持
USFR
WISDOMTREE TR
-$5.6M
202,189
-35%
减持
BIL
SPDR SER TR
-$5.0M
29,483
-65%
减持
SGOL
ABRDN GOLD ETF TRUST
-$4.8M
441,515
-42%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.2M
108,885
-44%
增持
XLV
SELECT SECTOR SPDR TR
+$4.2M
32,279
+1705%
建仓
XLP
SELECT SECTOR SPDR TR
+$4.1M
56,453
建仓
XLF
SELECT SECTOR SPDR TR
+$3.3M
87,724
增持
MSFT
MICROSOFT CORP
+$3.0M
18,475
+48%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.5M
417,893
+0%
建仓
SIHY
HARBOR ETF TRUST
+$2.4M
54,133
减持
ULST
SSGA ACTIVE ETF TR
-$2.0M
209,895
-20%
建仓
FDX
FEDEX CORP
+$1.8M
7,128
增持
SMH
VANECK ETF TRUST
+$1.7M
27,465
+29%
增持
GOOG
ALPHABET INC
+$1.7M
43,438
+30%
增持
AAPL
APPLE INC
+$1.6M
38,573
+14%
增持
HD
HOME DEPOT INC
+$1.6M
8,496
+85%
增持
V
VISA INC
+$1.5M
11,729
+73%
增持
JPM
JPMORGAN CHASE & CO
+$1.5M
19,318
+55%
清仓
CVX
CHEVRON CORP NEW
-$1.5M
0
-100%
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
7,117
+79%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
4,644
+58%
增持
META
META PLATFORMS INC
+$1.4M
8,303
+66%
增持
WMT
WALMART INC
+$1.4M
17,511
+104%
清仓
SCHW
SCHWAB CHARLES CORP
-$1.3M
0
-100%
增持
TSLA
TESLA INC
+$1.3M
12,409
+79%
清仓
UNH
UNITEDHEALTH GROUP INC
-$1.3M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.3M
41,243
+6%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.3M
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$1.3M
0
-100%
清仓
ULTA
ULTA BEAUTY INC
-$1.2M
0
-100%
清仓
TJX
TJX COS INC NEW
-$1.2M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.2M
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$1.2M
0
-100%
清仓
BAC
BANK AMERICA CORP
-$1.2M
0
-100%
建仓
QUAL
ISHARES TR
+$1.2M
8,028
增持
LOW
LOWES COS INC
+$1.2M
8,472
+149%
建仓
EXPE
EXPEDIA GROUP INC
+$1.2M
7,591
建仓
UBER
UBER TECHNOLOGIES INC
+$1.2M
18,702
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$1.1M
0
-100%
建仓
NKE
NIKE INC
+$1.1M
10,490
建仓
LULU
LULULEMON ATHLETICA INC
+$1.1M
2,229
建仓
VZ
VERIZON COMMUNICATIONS INC
+$1.1M
30,197
建仓
VO
VANGUARD INDEX FDS
+$1.1M
4,865
减持
BOTZ
GLOBAL X FDS
-$1.1M
58,059
-48%
建仓
SBUX
STARBUCKS CORP
+$1.0M
10,904
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$970.1K
3,413
-84%
清仓
VFVA
VANGUARD WELLINGTON FD
-$812.6K
0
-100%
减持
OIH
VANECK ETF TRUST
-$781.7K
5,783
-22%
减持
COM
DIREXION SHS ETF TR
-$738.0K
59,404
-26%
减持
PAVE
GLOBAL X FDS
-$728.0K
58,761
-35%
增持
WM
WASTE MGMT INC DEL
+$717.4K
10,847
+35%
增持
QQQ
INVESCO QQQ TR
+$697.8K
3,460
+72%
建仓
XLC
SELECT SECTOR SPDR TR
+$689.7K
9,492
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$682.1K
44,456
+96%
增持
MCD
MCDONALDS CORP
+$650.8K
6,924
+30%
减持
SJNK
SPDR SER TR
-$640.6K
136,527
-18%
减持
USMV
ISHARES TR
-$613.7K
26,285
-28%
增持
NFLX
NETFLIX INC
+$607.8K
3,974
+13%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$578.9K
253,848
-11%
增持
EMXC
ISHARES INC
+$557.6K
53,150
+11%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$547.9K
35,815
+4%
增持
INTU
INTUIT
+$521.4K
3,151
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$513.2K
11,936
+36%
建仓
IYW
ISHARES TR
+$482.2K
3,928
增持
ADBE
ADOBE INC
+$450.6K
3,333
+11%
增持
PPH
VANECK ETF TRUST
+$391.4K
39,613
+12%
增持
DIS
DISNEY WALT CO
+$380.8K
18,420
+16%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$369.9K
21,946
+34%
增持
LUV
SOUTHWEST AIRLS CO
+$328.3K
52,898
+19%
增持
CSHI
NEOS ETF TRUST
+$292.7K
240,449
+2%
建仓
GOOGL
ALPHABET INC
+$270.3K
1,935
减持
SGOV
ISHARES TR
-$269.4K
3,528
-43%
减持
ESGU
ISHARES TR
+$266.1K
26,675
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$259.0K
3,891
+43%
清仓
VOO
VANGUARD INDEX FDS
-$253.4K
0
-100%
建仓
SHOP
SHOPIFY INC
+$235.2K
3,019
建仓
USTB
VICTORY PORTFOLIOS II
+$213.1K
4,297
清仓
UCO
PROSHARES TR II
-$211.7K
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$211.4K
2,874
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$209.9K
0
-100%
建仓
DBEF
DBX ETF TR
+$203.7K
5,509
建仓
NSC
NORFOLK SOUTHN CORP
+$200.9K
850
建仓
JNJ
JOHNSON & JOHNSON
+$200.6K
1,280
增持
ICSH
ISHARES TR
+$200.4K
54,499
+8%
建仓
—
PROSHARES TR
+$194.8K
15,000
增持
XLK
SELECT SECTOR SPDR TR
+$174.7K
5,397
+2%
增持
SMDV
PROSHARES TR
+$169.2K
14,522
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$168.9K
40,456
+4%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$117.5K
44,472
+5%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$109.0K
39,233
-10%
增持
SCHD
SCHWAB STRATEGIC TR
+$100.4K
18,030
+0%
清仓
RES
RPC INC
-$98.5K
0
-100%
减持
TMUS
T-MOBILE US INC
-$92.5K
7,416
-19%
减持
SIVR
ABRDN SILVER ETF TRUST
-$87.7K
18,303
-23%
减持
HEFA
ISHARES TR
-$78.7K
130,005
-6%
减持
CMDY
ISHARES U S ETF TR
-$78.5K
9,427
-7%
减持
SCHP
SCHWAB STRATEGIC TR
-$51.9K
7,576
-14%
减持
SCHO
SCHWAB STRATEGIC TR
-$44.0K
22,181
-5%
减持
ESGD
ISHARES TR
+$39.7K
6,582
-1%
减持
SCHR
SCHWAB STRATEGIC TR
-$38.9K
10,369
-10%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$36.7K
11,837
-11%
增持
XHLF
BONDBLOXX ETF TRUST
+$33.0K
19,479
+4%
增持
HYHG
PROSHARES TR
+$27.0K
7,932
+3%
减持
SCHH
SCHWAB STRATEGIC TR
+$24.7K
20,206
-9%
减持
MCK
MCKESSON CORP
+$21.1K
831
-1%
减持
REMX
VANECK ETF TRUST
-$17.6K
3,333
-1%
增持
ESGE
ISHARES INC
+$14.2K
7,682
+0%
增持
CSCO
CISCO SYS INC
-$12.7K
5,590
+2%
减持
FDUS
FIDUS INVT CORP
+$8.3K
67,268
-2%
增持
—
PUTNAM ETF TRUST
+$5.6K
7,162
+1%
减持
SPSB
SPDR SER TR
+$3.6K
10,000
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.2K
6,080
+12%
