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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 105 项
建仓 6
增持 65
减持 31
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.7M
35,826
-67%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.6M
424,388
+2%
增持
SCHO
SCHWAB STRATEGIC TR
+$2.3M
70,868
+219%
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
MSFT
MICROSOFT CORP
+$2.0M
21,307
+15%
增持
SHY
ISHARES TR
+$1.8M
129,006
+22%
建仓
BUXX
EA SERIES TRUST
+$1.8M
87,942
减持
SGOL
ABRDN GOLD ETF TRUST
-$1.7M
329,457
-25%
增持
QSIG
WISDOMTREE TR
+$1.6M
191,216
+22%
清仓
LUV
SOUTHWEST AIRLS CO
-$1.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.3M
41,926
+2%
减持
SMH
VANECK ETF TRUST
+$1.2M
26,462
-4%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.1M
33,901
+227%
减持
BIL
SPDR SER TR
-$1.1M
17,196
-42%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$1.0M
34,542
+192%
增持
SCHP
SCHWAB STRATEGIC TR
+$803.5K
22,986
+203%
增持
GOOG
ALPHABET INC
+$777.4K
45,312
+4%
增持
SCHH
SCHWAB STRATEGIC TR
+$764.3K
58,266
+188%
增持
XLV
SELECT SECTOR SPDR TR
+$685.6K
34,440
+7%
增持
COM
DIREXION SHS ETF TR
+$643.6K
81,108
+37%
增持
ESGU
ISHARES TR
+$622.9K
29,764
+12%
增持
HEFA
ISHARES TR
+$620.0K
135,220
+4%
减持
ULST
SSGA ACTIVE ETF TR
-$617.5K
194,027
-8%
减持
META
META PLATFORMS INC
+$615.6K
7,320
-12%
增持
FDX
FEDEX CORP
+$602.7K
8,300
+16%
增持
USFR
WISDOMTREE TR
+$593.9K
213,798
+6%
增持
AAPL
APPLE INC
+$554.9K
46,544
+21%
增持
SIHY
HARBOR ETF TRUST
+$545.8K
65,799
+22%
增持
MA
MASTERCARD INCORPORATED
+$528.6K
7,401
+4%
增持
XLP
SELECT SECTOR SPDR TR
+$524.6K
60,121
+6%
增持
TSLA
TESLA INC
+$520.9K
20,504
+65%
增持
XLF
SELECT SECTOR SPDR TR
+$510.8K
90,439
+3%
增持
WMT
WALMART INC
+$501.6K
54,199
+210%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$501.2K
37,432
+5%
减持
JPM
JPMORGAN CHASE & CO
+$491.9K
18,862
-2%
增持
OIH
VANECK ETF TRUST
+$481.5K
6,754
+17%
增持
PPH
VANECK ETF TRUST
+$473.9K
40,761
+3%
减持
DIS
DISNEY WALT CO
+$463.3K
17,408
-5%
增持
HD
HOME DEPOT INC
+$375.1K
8,653
+2%
建仓
NVDA
NVIDIA CORPORATION
+$370.5K
410
增持
CSHI
NEOS ETF TRUST
+$368.3K
248,447
+3%
清仓
—
PUTNAM ETF TRUST
-$361.5K
0
-100%
增持
V
VISA INC
+$360.6K
12,234
+4%
增持
COST
COSTCO WHSL CORP NEW
+$343.4K
4,716
+2%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$327.6K
25,066
+14%
减持
WM
WASTE MGMT INC DEL
+$320.7K
10,619
-2%
增持
QUAL
ISHARES TR
+$297.5K
9,000
+12%
增持
LOW
LOWES COS INC
+$289.5K
8,538
+1%
减持
SMDV
PROSHARES TR
-$271.5K
10,506
-28%
减持
NFLX
NETFLIX INC
+$267.6K
3,626
-9%
增持
QQQ
INVESCO QQQ TR
+$260.9K
3,776
+9%
减持
PAVE
GLOBAL X FDS
+$242.7K
57,115
-3%
减持
ICSH
ISHARES TR
-$235.0K
49,636
-9%
建仓
—
EXXON MOBIL CORP
+$230.4K
1,982
建仓
—
CHUBB LIMITED
+$226.2K
873
增持
EMXC
ISHARES INC
+$224.8K
55,061
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$216.6K
32,293
+7%
建仓
AXP
AMERICAN EXPRESS CO
+$210.2K
923
清仓
REMX
VANECK ETF TRUST
-$205.2K
0
-100%
增持
SIVR
ABRDN SILVER ETF TRUST
+$185.6K
25,300
+38%
增持
INTU
INTUIT
+$180.4K
3,308
+5%
减持
VO
VANGUARD INDEX FDS
-$154.8K
3,910
-20%
增持
LULU
LULULEMON ATHLETICA INC
-$147.8K
2,538
+14%
减持
UBER
UBER TECHNOLOGIES INC
+$137.9K
16,748
-10%
增持
SBUX
STARBUCKS CORP
+$136.4K
12,948
+19%
减持
BOTZ
GLOBAL X FDS
+$123.8K
55,913
-4%
增持
MCD
MCDONALDS CORP
+$121.5K
7,713
+11%
增持
ESGD
ISHARES TR
+$119.5K
7,717
+17%
增持
UPS
UNITED PARCEL SERVICE INC
+$118.5K
13,424
+12%
减持
SJNK
SPDR SER TR
-$114.3K
131,560
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$101.1K
18,278
+1%
增持
MCK
MCKESSON CORP
+$101.1K
905
+9%
减持
USMV
ISHARES TR
+$97.2K
25,703
-2%
建仓
GGN
GAMCO GLOBAL GOLD NAT RES &
+$95.7K
24,803
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$94.5K
42,569
-4%
增持
DBEF
DBX ETF TR
+$92.1K
7,227
+31%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$90.3K
38,692
-1%
增持
TMUS
T-MOBILE US INC
+$88.9K
7,829
+6%
增持
IVV
ISHARES TR
+$77.4K
1,509
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$64.2K
5,296
-2%
增持
ESGE
ISHARES INC
+$63.0K
9,596
+25%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$62.2K
24,540
+1%
减持
IDHQ
INVESCO EXCH TRADED FD TR II
+$59.9K
43,394
-2%
减持
XLC
SELECT SECTOR SPDR TR
+$57.7K
9,153
-4%
增持
IVW
ISHARES TR
+$53.7K
5,248
+1%
增持
ADBE
ADOBE INC
-$52.0K
3,838
+15%
增持
EXPE
EXPEDIA GROUP INC
+$49.4K
8,723
+15%
减持
SCHF
SCHWAB STRATEGIC TR
+$44.1K
39,450
-2%
减持
IYW
ISHARES TR
+$31.7K
3,805
-3%
减持
FDUS
FIDUS INVT CORP
-$21.8K
65,994
-2%
减持
GOOGL
ALPHABET INC
+$19.3K
1,919
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$19.0K
863
+2%
增持
MELI
MERCADOLIBRE INC
-$18.6K
338
+0%
减持
XLY
SELECT SECTOR SPDR TR
+$17.2K
3,877
-0%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$16.5K
3,376
-1%
增持
CMDY
ISHARES U S ETF TR
+$13.0K
9,522
+1%
增持
NKE
NIKE INC
-$11.6K
11,993
+14%
增持
ITW
ILLINOIS TOOL WKS INC
+$10.4K
1,015
+2%
增持
HYHG
PROSHARES TR
+$8.7K
7,942
+0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
-$5.5K
253,947
+0%
减持
SHOP
SHOPIFY INC
-$4.9K
2,984
-1%
增持
BND
VANGUARD BD INDEX FDS
+$4.6K
2,974
+3%
增持
JNJ
JOHNSON & JOHNSON
+$4.2K
1,295
+1%
增持
XHLF
BONDBLOXX ETF TRUST
+$2.8K
19,493
+0%
增持
CSCO
CISCO SYS INC
+$1.0K
5,679
+2%
减持
USTB
VICTORY PORTFOLIOS II
-$115
4,274
-1%
