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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 141 项
建仓 33
增持 52
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.0M
0
-100%
减持
XLV
SELECT SECTOR SPDR TR
-$3.8M
23,405
-51%
增持
USFR
WISDOMTREE TR
+$3.5M
96,483
+265%
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
NVDA
NVIDIA CORPORATION
+$3.3M
67,670
-0%
增持
SCHB
SCHWAB STRATEGIC TR
+$3.0M
1,284,069
+0%
建仓
—
GLOBAL X FDS
+$2.6M
235,782
建仓
UNH
UNITEDHEALTH GROUP INC
+$2.4M
7,806
增持
TSLA
TESLA INC
+$2.1M
9,313
+179%
减持
SJNK
SPDR SERIES TRUST
-$2.1M
23,295
-78%
减持
ULST
SSGA ACTIVE ETF TR
-$2.0M
90,649
-35%
建仓
NKE
NIKE INC
+$1.9M
27,222
建仓
EBAY
EBAY INC.
+$1.8M
24,468
减持
SMH
VANECK ETF TRUST
+$1.8M
28,695
-3%
减持
MSFT
MICROSOFT CORP
+$1.7M
19,411
-8%
建仓
MCD
MCDONALDS CORP
+$1.7M
5,751
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.7M
0
-100%
清仓
EXPE
EXPEDIA GROUP INC
-$1.7M
0
-100%
建仓
EFX
EQUIFAX INC
+$1.6M
6,311
建仓
ADBE
ADOBE INC
+$1.6M
4,219
建仓
DOCU
DOCUSIGN INC
+$1.6M
20,734
建仓
TJX
TJX COS INC NEW
+$1.6M
12,890
清仓
DIS
DISNEY WALT CO
-$1.5M
0
-100%
减持
SGOL
ETFS GOLD TR
-$1.4M
371,209
-16%
清仓
COWZ
PACER FDS TR
-$1.3M
0
-100%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$1.3M
47,528
+2%
增持
USMV
ISHARES TR
+$1.2M
25,142
+104%
增持
GOOG
ALPHABET INC
+$1.1M
42,267
+4%
减持
AMZN
AMAZON COM INC
+$1.1M
44,437
-2%
增持
ICSH
ISHARES TR
+$1.1M
89,453
+31%
增持
META
META PLATFORMS INC
+$1.0M
6,244
+0%
增持
PAVE
GLOBAL X FDS
+$924.1K
96,390
+11%
建仓
TBIL
RBB FD INC
+$888.8K
17,777
增持
ENFR
ALPS ETF TR
+$833.9K
187,121
+18%
减持
XLF
SELECT SECTOR SPDR TR
-$819.4K
130,722
-15%
增持
ESGU
ISHARES TR
+$737.0K
29,984
+10%
建仓
SLX
VANECK ETF TRUST
+$722.5K
10,920
减持
SCHO
SCHWAB STRATEGIC TR
-$696.9K
427,965
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$673.8K
142,611
+10%
减持
PPH
VANECK ETF TRUST
-$612.0K
46,597
-10%
减持
—
SPOTIFY TECHNOLOGY S A
+$606.6K
3,146
-4%
增持
EMXC
ISHARES INC
+$586.4K
40,957
+13%
清仓
—
EXCHANGE TRADED CONCEPTS TRU
-$547.1K
0
-100%
建仓
SDCI
USCF ETF TR
+$494.7K
22,851
减持
WMT
WALMART INC
-$488.0K
32,688
-22%
增持
MAGS
LISTED FDS TR
+$475.7K
19,231
+49%
清仓
CMDY
ISHARES U S ETF TR
-$472.6K
0
-100%
建仓
FEBM
FIRST TR EXCHNG TRADED FD VI
+$467.3K
15,949
减持
NFLX
NETFLIX INC
+$466.4K
2,654
-20%
增持
BITB
BITWISE BITCOIN ETF TR
+$452.4K
25,835
+9%
减持
CSHI
NEOS ETF TRUST
-$442.6K
39,355
-19%
减持
JBBB
JANUS DETROIT STR TR
-$382.4K
235,978
-2%
增持
SIVR
ABRDN SILVER ETF TRUST
+$367.8K
64,591
+13%
减持
QQQ
INVESCO QQQ TR
-$346.1K
2,584
-32%
建仓
AVGO
BROADCOM INC
+$325.3K
1,180
清仓
DJAN
FIRST TR EXCHNG TRADED FD VI
-$316.4K
0
-100%
减持
XHLF
BONDBLOXX ETF TRUST
-$311.3K
10,167
-38%
建仓
SRVR
PACER FDS TR
+$310.4K
9,605
减持
V
VISA INC
-$293.5K
7,523
-11%
增持
NLR
VANECK ETF TRUST
+$289.1K
6,194
+14%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$284.5K
1,256
减持
MA
MASTERCARD INCORPORATED
-$264.8K
4,568
-12%
建仓
ORCL
ORACLE CORP
+$262.2K
1,199
建仓
MU
MICRON TECHNOLOGY INC
+$259.9K
2,109
建仓
COIN
COINBASE GLOBAL INC
+$252.0K
719
建仓
AMD
ADVANCED MICRO DEVICES INC
+$248.0K
1,748
增持
COPX
GLOBAL X FDS
+$247.1K
17,042
+28%
增持
WM
WASTE MGMT INC DEL
+$243.8K
10,135
+13%
清仓
CVX
CHEVRON CORP NEW
-$237.9K
0
-100%
建仓
—
MONDAY COM LTD
+$235.9K
750
建仓
VST
VISTRA CORP
+$234.3K
1,209
建仓
CEG
CONSTELLATION ENERGY CORP
+$234.0K
725
建仓
FICO
FAIR ISAAC CORP
+$232.2K
127
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$231.9K
78,670
+3%
建仓
NRG
NRG ENERGY INC
+$226.6K
1,411
建仓
PANW
PALO ALTO NETWORKS INC
+$225.1K
1,100
建仓
SNOW
SNOWFLAKE INC
+$221.1K
988
建仓
TDIV
FIRST TR EXCHANGE TRADED FD
+$220.9K
2,450
建仓
SCHF
SCHWAB STRATEGIC TR
+$214.3K
9,690
建仓
NOW
SERVICENOW INC
+$212.8K
207
建仓
FE
FIRSTENERGY CORP
+$212.3K
5,272
增持
SIHY
HARBOR ETF TRUST
+$204.1K
123,539
+0%
建仓
STXE
EA SERIES TRUST
+$202.2K
6,519
减持
HYHG
PROSHARES TR
-$200.6K
3,148
-50%
建仓
DJUN
FIRST TR EXCHNG TRADED FD VI
+$200.0K
4,443
增持
DBB
INVESCO DB MULTI-SECTOR COMM
+$187.8K
41,453
+29%
减持
VZ
VERIZON COMMUNICATIONS INC
-$185.8K
43,916
-5%
减持
UBER
UBER TECHNOLOGIES INC
+$182.5K
20,963
-14%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$175.1K
140,679
-7%
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$156.3K
42,713
+36%
减持
XLC
SELECT SECTOR SPDR TR
-$146.1K
4,596
-31%
清仓
PSLV
SPROTT PHYSICAL SILVER TR
-$139.8K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$136.8K
2,828
-4%
增持
DBA
INVESCO DB MULTI-SECTOR COMM
+$135.3K
29,028
+23%
减持
OEF
ISHARES TR
-$129.4K
4,331
-19%
减持
SCHI
SCHWAB STRATEGIC TR
-$125.6K
338,085
-3%
增持
XLP
SELECT SECTOR SPDR TR
+$121.0K
83,641
+3%
减持
HEFA
ISHARES TR
+$117.7K
121,913
-2%
减持
QGRO
AMERICAN CENTY ETF TR
-$114.9K
12,189
-21%
增持
JPM
JPMORGAN CHASE & CO.
+$113.4K
1,909
+6%
减持
IYW
ISHARES TR
+$113.4K
3,476
-0%
减持
BUXX
EA SERIES TRUST
-$113.0K
30,449
-15%
增持
ESGE
ISHARES INC
+$112.8K
10,264
+24%
减持
QDEF
FLEXSHARES TR
-$110.7K
17,189
-13%
增持
CTA
SIMPLIFY EXCHANGE TRADED FUN
+$108.2K
28,615
+29%
增持
RIOT
RIOT PLATFORMS INC
+$107.3K
23,411
+6%
增持
TMUS
T-MOBILE US INC
-$106.7K
7,644
+6%
增持
MARA
MARA HOLDINGS INC
+$100.0K
15,269
+26%
增持
GLD
SPDR GOLD TR
+$87.1K
2,758
+5%
增持
ESGD
ISHARES TR
+$81.8K
7,644
+4%
增持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$81.5K
12,580
+6%
减持
AIQ
GLOBAL X FDS
+$80.2K
11,037
-0%
增持
CSCO
CISCO SYS INC
+$76.4K
8,628
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$66.3K
2,976
-18%
增持
MCK
MCKESSON CORP
+$61.9K
833
+2%
减持
IAK
ISHARES TR
-$53.4K
4,158
-6%
增持
WFC
WELLS FARGO CO NEW
+$51.8K
3,582
+9%
减持
GGN
GAMCO GLOBAL GOLD NAT RES &
-$51.7K
15,215
-44%
减持
IVV
ISHARES TR
+$50.1K
1,468
-4%
增持
SCHQ
SCHWAB STRATEGIC TR
+$48.3K
91,288
+4%
增持
ET
ENERGY TRANSFER L P
+$47.9K
45,594
+9%
增持
SLV
ISHARES SILVER TR
+$44.4K
9,344
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$43.9K
897
+1%
减持
JAAA
JANUS DETROIT STR TR
-$42.5K
256,087
-0%
增持
HD
HOME DEPOT INC
+$41.7K
8,199
+1%
减持
FDUS
FIDUS INVT CORP
-$40.9K
51,855
-3%
减持
QSIG
WISDOMTREE TR
-$40.3K
39,202
-3%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$35.6K
16,465
+4%
增持
AAPL
APPLE INC
+$34.2K
44,563
+9%
增持
XCCC
BONDBLOXX ETF TRUST
+$27.2K
7,019
+8%
增持
LLY
ELI LILLY & CO
-$26.2K
814
+2%
减持
SCHR
SCHWAB STRATEGIC TR
+$25.8K
259,495
-0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$24.2K
10,015
+5%
减持
COST
COSTCO WHSL CORP NEW
-$23.2K
2,720
-5%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$20.9K
33,599
+2%
增持
SCHH
SCHWAB STRATEGIC TR
+$20.9K
21,961
+6%
增持
SCHP
SCHWAB STRATEGIC TR
+$16.1K
17,806
+4%
增持
—
EXXON MOBIL CORP
+$10.3K
3,084
+14%
减持
DBEF
DBX ETF TR
-$10.2K
5,605
-5%
减持
GDX
VANECK ETF TRUST
+$9.7K
16,787
-11%
减持
QUAL
ISHARES TR
-$9.2K
6,962
-7%
增持
SGOV
ISHARES TR
+$4.2K
3,741
+1%
