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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 134 项
建仓 13
增持 50
减持 48
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
JAAA
JANUS DETROIT STR TR
+$5.1M
257,127
+65%
减持
TSLA
TESLA INC
-$4.6M
3,341
-75%
增持
ENFR
ALPS ETF TR
+$4.1M
158,647
+356%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
7,448
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.7M
129,442
+130%
增持
XLF
SELECT SECTOR SPDR TR
+$3.5M
153,891
+78%
减持
IAK
ISHARES TR
-$2.7M
4,445
-83%
清仓
FDX
FEDEX CORP
-$2.5M
0
-100%
减持
USFR
WISDOMTREE TR
-$2.4M
26,465
-65%
清仓
XLE
SELECT SECTOR SPDR TR
-$2.3M
0
-100%
清仓
INTU
INTUIT
-$2.3M
0
-100%
增持
JBBB
JANUS DETROIT STR TR
+$2.2M
241,605
+24%
清仓
ADBE
ADOBE INC
-$2.2M
0
-100%
减持
SCHR
SCHWAB STRATEGIC TR
-$2.1M
260,230
-26%
增持
SGOL
ETFS GOLD TR
+$2.1M
439,571
+0%
减持
SCHI
SCHWAB STRATEGIC TR
-$2.1M
348,195
-22%
清仓
OIH
VANECK ETF TRUST
-$2.1M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$2.0M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$2.0M
0
-100%
减持
CSHI
NEOS ETF TRUST
-$2.0M
48,352
-45%
减持
MSFT
MICROSOFT CORP
-$1.9M
21,085
-10%
增持
SJNK
SPDR SER TR
+$1.7M
105,656
+188%
增持
ICSH
ISHARES TR
+$1.7M
68,144
+98%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$1.6M
150,633
+112%
建仓
OEF
ISHARES TR
+$1.4M
5,345
建仓
QGRO
AMERICAN CENTY ETF TR
+$1.4M
15,426
减持
SIHY
HARBOR ETF TRUST
-$1.4M
122,952
-19%
建仓
QDEF
FLEXSHARES TR
+$1.4M
19,796
建仓
COWZ
PACER FDS TR
+$1.3M
24,305
清仓
VO
VANGUARD INDEX FDS
-$1.3M
0
-100%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.3M
0
-100%
清仓
IDHQ
INVESCO EXCH TRADED FD TR II
-$1.2M
0
-100%
增持
SCHB
SCHWAB STRATEGIC TR
-$1.2M
1,280,212
+1%
增持
GOOG
ALPHABET INC
-$1.2M
40,689
+2%
减持
AAPL
APPLE INC
-$1.2M
41,007
-1%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.2M
46,437
+25%
减持
USMV
ISHARES TR
-$1.1M
12,343
-52%
清仓
SCHF
SCHWAB STRATEGIC TR
-$978.6K
0
-100%
增持
PAVE
GLOBAL X FDS
+$893.0K
86,843
+47%
减持
SCHO
SCHWAB STRATEGIC TR
-$884.8K
457,302
-8%
减持
EMXC
ISHARES INC
-$881.0K
36,298
-30%
清仓
SMDV
PROSHARES TR
-$836.0K
0
-100%
增持
ULST
SSGA ACTIVE ETF TR
+$824.6K
138,854
+16%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$812.9K
33,438
-19%
增持
AMZN
AMAZON COM INC
-$778.4K
45,256
+6%
减持
ESGU
ISHARES TR
-$677.8K
27,232
-12%
增持
XLP
SELECT SECTOR SPDR TR
+$605.2K
81,442
+6%
建仓
MAGS
LISTED FD TR
+$591.0K
12,888
减持
EXPE
EXPEDIA GROUP INC
-$563.1K
9,884
-17%
增持
SIVR
ABRDN SILVER ETF TRUST
+$537.4K
57,053
+19%
清仓
COM
DIREXION SHS ETF TR
-$535.0K
0
-100%
减持
WMT
WALMART INC
-$528.3K
41,966
-10%
减持
QQQ
INVESCO QQQ TR
-$505.9K
3,778
-15%
减持
QSIG
WISDOMTREE TR
-$466.6K
40,313
-20%
减持
META
META PLATFORMS INC
-$427.5K
6,221
-9%
减持
—
SPOTIFY TECHNOLOGY S A
-$414.0K
3,286
-34%
增持
GDX
VANECK ETF TRUST
+$406.2K
18,800
+39%
建仓
AIQ
GLOBAL X FDS
+$402.0K
11,051
减持
SCHQ
SCHWAB STRATEGIC TR
-$380.6K
87,388
-15%
清仓
SPY
SPDR S&P 500 ETF TR
-$378.0K
0
-100%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$343.8K
33,025
+9%
增持
SMH
VANECK ETF TRUST
+$333.2K
29,444
+21%
增持
VZ
VERIZON COMMUNICATIONS INC
+$323.9K
45,989
+4%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$323.9K
0
-100%
建仓
DJAN
FIRST TR EXCHNG TRADED FD VI
+$316.4K
8,333
减持
DIS
DISNEY WALT CO
-$297.4K
14,750
-6%
减持
UBER
UBER TECHNOLOGIES INC
+$291.6K
24,339
-1%
建仓
SLV
ISHARES SILVER TR
+$262.2K
8,461
建仓
XCCC
BONDBLOXX ETF TRUST
+$245.3K
6,482
清仓
AVGO
BROADCOM INC
-$236.5K
0
-100%
建仓
WFC
WELLS FARGO CO NEW
+$235.2K
3,276
减持
WM
WASTE MGMT INC DEL
-$228.0K
8,964
-21%
清仓
GOOGL
ALPHABET INC
-$226.0K
0
-100%
建仓
MELI
MERCADOLIBRE INC
+$222.4K
114
清仓
TBIL
RBB FD INC
-$214.4K
0
-100%
增持
HEFA
ISHARES TR
+$214.0K
124,280
+1%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$210.3K
0
-100%
清仓
STXE
EA SERIES TRUST
-$208.1K
0
-100%
增持
DBB
INVESCO DB MULTI-SECTOR COMM
+$203.1K
32,056
+47%
清仓
FE
FIRSTENERGY CORP
-$203.0K
0
-100%
清仓
UCO
PROSHARES TR II
-$201.9K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$201.3K
850
增持
COPX
GLOBAL X FDS
+$200.5K
13,303
+59%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$195.1K
22,195
+34%
减持
XHLF
BONDBLOXX ETF TRUST
-$182.1K
16,346
-18%
减持
PPH
VANECK ETF TRUST
-$180.5K
51,692
-9%
清仓
EFT
EATON VANCE FLTING RATE INC
-$179.1K
0
-100%
增持
GLD
SPDR GOLD TR
+$168.9K
2,616
+8%
增持
DBA
INVESCO DB MULTI-SECTOR COMM
+$168.9K
23,682
+38%
增持
—
EXCHANGE TRADED CONCEPTS TRU
+$159.5K
18,937
+40%
减持
XLY
SELECT SECTOR SPDR TR
-$149.8K
3,611
-6%
减持
XLV
SELECT SECTOR SPDR TR
+$146.8K
47,568
-4%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$145.4K
76,449
+10%
增持
SMCI
SUPER MICRO COMPUTER INC
+$144.9K
15,850
+21%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$129.5K
31,310
+8%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$116.7K
15,760
+17%
增持
NLR
VANECK ETF TRUST
+$116.0K
5,453
+56%
减持
V
VISA INC
-$109.6K
8,459
-13%
增持
HYHG
PROSHARES TR
+$91.7K
6,317
+32%
减持
XLK
SELECT SECTOR SPDR TR
-$82.9K
1,861
-7%
增持
BITB
BITWISE BITCOIN ETF TR
+$80.1K
23,648
+23%
减持
FDUS
FIDUS INVT CORP
-$77.0K
53,376
-4%
增持
CMDY
ISHARES U S ETF TR
+$73.8K
9,108
+9%
减持
MA
MASTERCARD INCORPORATED
-$73.2K
5,166
-6%
减持
IVW
ISHARES TR
-$72.4K
4,704
-6%
增持
IYW
ISHARES TR
-$63.1K
3,481
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$61.9K
17,069
+11%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$60.6K
11,884
+38%
增持
HD
HOME DEPOT INC
-$58.4K
8,089
+4%
增持
QUAL
ISHARES TR
+$57.2K
7,502
+9%
减持
—
EXXON MOBIL CORP
-$54.5K
2,709
-23%
增持
SCHH
SCHWAB STRATEGIC TR
+$50.4K
20,634
+10%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$47.3K
9,499
+10%
增持
NVDA
NVIDIA CORPORATION
-$38.6K
67,845
+23%
增持
BUXX
EA SERIES TRUST
+$36.8K
36,029
+5%
减持
XLC
SELECT SECTOR SPDR TR
-$34.3K
6,686
-5%
减持
COST
COSTCO WHSL CORP NEW
-$32.9K
2,872
-4%
增持
MARA
MARA HOLDINGS INC
-$28.6K
12,126
+21%
减持
NFLX
NETFLIX INC
+$23.9K
3,311
-4%
减持
ESGE
ISHARES INC
-$22.0K
8,276
-11%
增持
RIOT
RIOT PLATFORMS INC
-$21.0K
22,089
+26%
减持
CVX
CHEVRON CORP NEW
-$20.9K
1,422
-20%
减持
DBEF
DBX ETF TR
-$20.2K
5,898
-11%
增持
ET
ENERGY TRANSFER L P
+$16.2K
41,890
+8%
减持
PSLV
SPROTT PHYSICAL SILVER TR
+$14.3K
12,050
-7%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$12.5K
611
+3%
减持
ESGD
ISHARES TR
-$10.8K
7,347
-8%
减持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$9.7K
27,119
-6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$9.6K
887
-15%
减持
JPM
JPMORGAN CHASE & CO.
+$8.7K
1,794
-0%
增持
IVV
ISHARES TR
-$4.0K
1,533
+4%
减持
CSCO
CISCO SYS INC
+$3.6K
8,462
-3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.4K
2,947
-11%
减持
TMUS
T-MOBILE US INC
-$928
7,229
-17%
