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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 130 项
建仓 20
增持 46
减持 52
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
SCHI
SCHWAB STRATEGIC TR
+$10.1M
446,021
清仓
SHY
ISHARES TR
-$8.0M
0
-100%
减持
CSHI
NEOS ETF TRUST
-$6.6M
91,065
-59%
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
SEPM
FIRST TR EXCHNG TRADED FD VI
+$6.6M
220,885
增持
SCHO
SCHWAB STRATEGIC TR
+$6.5M
506,722
+316%
增持
SCHR
SCHWAB STRATEGIC TR
+$5.7M
369,146
+418%
清仓
MARM
FIRST TR EXCHNG TRADED FD VI
-$5.0M
0
-100%
减持
USFR
WISDOMTREE TR
-$4.1M
73,037
-53%
增持
SIHY
HARBOR ETF TRUST
+$3.9M
151,778
+118%
增持
JBBB
JANUS DETROIT STR TR
+$3.9M
196,261
+66%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$3.4M
102,603
减持
QSIG
WISDOMTREE TR
-$3.0M
50,378
-56%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
50,460
+48%
减持
ULST
SSGA ACTIVE ETF TR
-$2.6M
120,188
-35%
建仓
XLE
SELECT SECTOR SPDR TR
+$2.4M
26,355
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$2.4M
76,014
-60%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.4M
39,590
增持
SGOL
ETFS GOLD TR
+$2.3M
355,253
+14%
减持
SJNK
SPDR SER TR
-$2.2M
40,576
-69%
清仓
MCD
MCDONALDS CORP
-$2.0M
0
-100%
建仓
—
SPOTIFY TECHNOLOGY S A
+$1.8M
4,830
清仓
BOTZ
GLOBAL X FDS
-$1.7M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
+$1.6M
1,235,645
+195%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.5M
66,359
+83%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
48,420
+20%
增持
XLP
SELECT SECTOR SPDR TR
+$1.5M
73,647
+24%
清仓
BIL
SPDR SER TR
-$1.3M
0
-100%
减持
LOW
LOWES COS INC
-$1.1M
3,404
-64%
增持
IAK
ISHARES TR
+$1.1M
26,001
+22%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$1.0M
14,152
-60%
减持
TSLA
TESLA INC
-$1.0M
13,477
-33%
减持
GOOG
ALPHABET INC
-$990.2K
39,519
-4%
减持
JAAA
JANUS DETROIT STR TR
-$797.3K
156,677
-9%
减持
SCHP
SCHWAB STRATEGIC TR
-$784.1K
15,009
-34%
减持
SCHH
SCHWAB STRATEGIC TR
-$757.6K
18,828
-68%
减持
XLK
SELECT SECTOR SPDR TR
-$637.8K
2,259
-56%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$635.0K
35,829
+1%
减持
COST
COSTCO WHSL CORP NEW
-$594.2K
2,902
-22%
增持
GLD
SPDR GOLD TR
+$515.3K
3,302
+126%
增持
PPH
VANECK ETF TRUST
+$484.4K
53,660
+7%
减持
ICSH
ISHARES TR
-$445.6K
32,908
-21%
增持
MSFT
MICROSOFT CORP
-$428.9K
22,601
+2%
增持
UPS
UNITED PARCEL SERVICE INC
+$419.1K
16,685
+24%
增持
VO
VANGUARD INDEX FDS
+$414.6K
4,999
+29%
清仓
GOOGL
ALPHABET INC
-$413.1K
0
-100%
增持
GDX
VANECK ETF TRUST
+$381.3K
15,769
+79%
增持
SLV
ISHARES SILVER TR
+$374.7K
21,135
+106%
增持
PAVE
GLOBAL X FDS
+$368.9K
56,763
+3%
减持
XLF
SELECT SECTOR SPDR TR
+$365.2K
84,104
-5%
增持
USMV
ISHARES TR
+$353.5K
26,441
+6%
增持
ESGU
ISHARES TR
+$347.4K
31,036
+2%
建仓
DBA
INVESCO DB MULTI-SECTOR COMM
+$327.1K
12,878
建仓
ENFR
ALPS ETF TR
+$325.6K
10,996
增持
XHLF
BONDBLOXX ETF TRUST
+$325.4K
21,132
+44%
增持
NFLX
NETFLIX INC
+$323.5K
3,357
+1%
建仓
DAUG
FIRST TR EXCHNG TRADED FD VI
+$321.6K
8,162
建仓
—
SUPER MICRO COMPUTER INC
+$321.4K
6,800
建仓
DBB
INVESCO DB MULTI-SECTOR COMM
+$317.5K
15,345
建仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$314.3K
11,720
减持
TMUS
T-MOBILE US INC
+$313.2K
8,407
-5%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$303.6K
8,674
-44%
减持
EXPE
EXPEDIA GROUP INC
+$298.8K
11,634
-6%
减持
SMH
VANECK ETF TRUST
-$282.8K
24,633
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$278.9K
19,545
-23%
增持
UBER
UBER TECHNOLOGIES INC
+$257.0K
22,803
+7%
建仓
AUGM
FIRST TR EXCHNG TRADED FD VI
+$253.5K
8,000
清仓
DBEF
DBX ETF TR
-$251.9K
0
-100%
减持
QUAL
ISHARES TR
-$242.9K
7,098
-21%
减持
AMZN
AMAZON COM INC
-$241.3K
42,804
-1%
增持
SMDV
PROSHARES TR
+$238.6K
12,796
+22%
清仓
SPY
SPDR S&P 500 ETF TR
-$234.0K
0
-100%
建仓
NEE
NEXTERA ENERGY INC
+$229.3K
2,717
建仓
SCHZ
SCHWAB STRATEGIC TR
+$225.2K
9,643
建仓
ICOP
ISHARES TR
+$224.7K
7,242
清仓
USTB
VICTORY PORTFOLIOS II
-$219.6K
0
-100%
清仓
—
SFL CORPORATION LTD
-$217.5K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$214.5K
850
建仓
JNJ
JOHNSON & JOHNSON
+$211.4K
1,280
清仓
MSTR
MICROSTRATEGY INC
-$206.6K
0
-100%
建仓
BOAT
TIDAL ETF TR
+$205.4K
6,126
建仓
—
EXCHANGE TRADED CONCEPTS TRU
+$202.1K
7,469
清仓
UCO
PROSHARES TR II
-$201.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$187.6K
41,783
+4%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$172.8K
26,300
+110%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$165.6K
16,725
+61%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$161.8K
30,693
-4%
增持
SSO
PROSHARES TR
+$161.3K
4,125
+53%
增持
SCHD
SCHWAB STRATEGIC TR
+$153.8K
74,709
+194%
增持
FDX
FEDEX CORP
-$149.1K
8,311
+3%
减持
DIS
DISNEY WALT CO
-$124.3K
16,259
-5%
减持
MCK
MCKESSON CORP
-$116.5K
815
-10%
减持
XLC
SELECT SECTOR SPDR TR
-$111.6K
7,229
-20%
减持
AAPL
APPLE INC
+$110.2K
39,974
-9%
减持
BUXX
EA SERIES TRUST
-$105.8K
25,494
-17%
减持
WMT
WALMART INC
+$102.7K
45,305
-14%
增持
WM
WASTE MGMT INC DEL
+$99.2K
10,835
+5%
增持
HEFA
ISHARES TR
+$94.4K
121,703
+2%
增持
XOP
SPDR SER TR
+$93.7K
2,332
+54%
增持
IDHQ
INVESCO EXCH TRADED FD TR II
+$92.1K
45,110
+4%
减持
SIVR
ABRDN SILVER ETF TRUST
+$88.1K
22,920
-2%
减持
META
META PLATFORMS INC
-$85.6K
6,445
-14%
增持
ADBE
ADOBE INC
-$82.3K
4,675
+8%
减持
EMXC
ISHARES INC
+$70.3K
52,419
-1%
增持
XLY
SELECT SECTOR SPDR TR
+$68.2K
3,956
+0%
减持
IVV
ISHARES TR
+$54.0K
1,478
-1%
减持
QQQ
INVESCO QQQ TR
+$52.2K
3,897
-0%
减持
CSCO
CISCO SYS INC
+$46.0K
5,490
-2%
减持
MA
MASTERCARD INCORPORATED
-$43.8K
5,307
-16%
减持
HYHG
PROSHARES TR
-$39.8K
5,145
-12%
增持
ESGD
ISHARES TR
+$39.6K
7,683
+2%
减持
EFT
EATON VANCE FLTING RATE INC
-$37.1K
22,735
-8%
增持
ESGE
ISHARES INC
+$35.0K
9,312
+2%
减持
FDUS
FIDUS INVT CORP
-$34.7K
57,639
-4%
减持
LLY
ELI LILLY & CO
-$34.3K
800
-6%
减持
JPM
JPMORGAN CHASE & CO.
+$32.5K
1,811
-2%
增持
INTU
INTUIT
+$29.4K
3,533
+9%
减持
STXE
EA SERIES TRUST
-$25.9K
6,852
-13%
减持
AM
ANTERO MIDSTREAM CORP
-$24.8K
13,089
-14%
减持
IYW
ISHARES TR
-$22.8K
3,515
-7%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$21.2K
47,677
+2%
增持
SCHF
SCHWAB STRATEGIC TR
-$16.5K
52,347
+89%
减持
HD
HOME DEPOT INC
+$12.8K
7,437
-17%
减持
V
VISA INC
-$10.9K
9,425
-10%
减持
IVW
ISHARES TR
+$9.2K
5,014
-3%
减持
ET
ENERGY TRANSFER L P
+$6.7K
35,772
-0%
增持
PAA
PLAINS ALL AMERN PIPELINE L
-$6.4K
26,273
+2%
增持
CMDY
ISHARES U S ETF TR
+$5.2K
8,346
+2%
增持
OIH
VANECK ETF TRUST
-$4.3K
7,322
+13%
减持
—
EXXON MOBIL CORP
-$3.5K
2,434
-5%
减持
RCS
PIMCO STRATEGIC INCOME FD
+$66
10,122
-16%
