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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 147 项
建仓 12
增持 53
减持 62
清仓 20
方向
标的
Δ市值
现股数(环比)
减持
SCHO
SCHWAB STRATEGIC TR
-$7.6M
114,694
-73%
增持
SGOL
ETFS GOLD TR
+$5.5M
468,793
+26%
增持
USFR
WISDOMTREE TR
+$5.1M
198,874
+106%
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
SCHF
SCHWAB STRATEGIC TR
+$4.8M
216,590
+2135%
减持
HEFA
ISHARES TR
-$4.4M
6,789
-94%
清仓
—
GLOBAL X FDS
-$2.6M
0
-100%
建仓
HEAL
GLOBAL X FDS
+$2.6M
80,105
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.5M
0
-100%
减持
GOOG
ALPHABET INC
+$2.3M
40,083
-5%
增持
BITB
BITWISE BITCOIN ETF TR
+$2.1M
58,451
+126%
清仓
NKE
NIKE INC
-$1.9M
0
-100%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$1.8M
10,728
清仓
MCD
MCDONALDS CORP
-$1.7M
0
-100%
清仓
ADBE
ADOBE INC
-$1.6M
0
-100%
清仓
DOCU
DOCUSIGN INC
-$1.6M
0
-100%
减持
AAPL
APPLE INC
+$1.5M
41,945
-6%
增持
TSLA
TESLA INC
+$1.5M
10,083
+8%
建仓
Z
ZILLOW GROUP INC
+$1.5M
18,920
建仓
COWG
PACER FDS TR
+$1.4M
38,786
减持
AMZN
AMAZON COM INC
-$1.2M
38,771
-13%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.2M
211,368
-19%
减持
USMV
ISHARES TR
-$1.1M
12,745
-49%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
63,389
-6%
增持
SIVR
ABRDN SILVER ETF TRUST
+$1.1M
74,610
+16%
减持
NFLX
NETFLIX INC
-$1.0M
2,126
-20%
增持
ULST
SSGA ACTIVE ETF TR
+$919.2K
113,172
+25%
减持
SCHB
SCHWAB STRATEGIC TR
+$800.3K
1,221,301
-5%
清仓
CTA
SIMPLIFY EXCHANGE TRADED FUN
-$765.2K
0
-100%
增持
META
META PLATFORMS INC
+$725.0K
7,263
+16%
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$698.3K
4,887
减持
SMH
VANECK ETF TRUST
+$675.2K
26,590
-7%
减持
TBIL
RBB FD INC
-$645.0K
4,876
-73%
增持
VZ
VERIZON COMMUNICATIONS INC
+$611.6K
57,153
+30%
增持
TMUS
T-MOBILE US INC
+$581.5K
10,038
+31%
增持
SJNK
SPDR SERIES TRUST
+$558.6K
45,007
+93%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$494.5K
6,591
-60%
增持
GDX
VANECK ETF TRUST
+$488.9K
17,838
+6%
清仓
FEBM
FIRST TR EXCHNG TRADED FD VI
-$467.3K
0
-100%
减持
PPA
INVESCO EXCHANGE TRADED FD T
+$455.6K
46,252
-3%
减持
WMT
WALMART INC
-$436.6K
26,777
-18%
增持
SCHI
SCHWAB STRATEGIC TR
+$436.0K
352,290
+4%
减持
HD
HOME DEPOT INC
-$394.9K
6,444
-21%
减持
JAAA
JANUS DETROIT STR TR
-$382.5K
248,403
-3%
清仓
SEPM
FIRST TR EXCHNG TRADED FD VI
-$346.5K
0
-100%
增持
TJX
TJX COS INC NEW
+$326.1K
13,268
+3%
增持
NLR
VANECK ETF TRUST
+$318.4K
7,424
+20%
增持
QQQ
INVESCO QQQ TR
+$312.6K
2,895
+12%
减持
XHLF
BONDBLOXX ETF TRUST
-$284.1K
4,517
-56%
增持
SCHH
SCHWAB STRATEGIC TR
+$276.8K
34,375
+57%
增持
SIHY
HARBOR ETF TRUST
+$274.9K
128,720
+4%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$271.2K
127,654
-9%
减持
ICSH
ISHARES TR
-$262.3K
84,214
-6%
建仓
HOOD
ROBINHOOD MKTS INC
+$261.7K
1,828
减持
BUXX
EA SERIES TRUST
-$261.4K
17,622
-42%
建仓
NEM
NEWMONT CORP
+$258.2K
3,063
增持
COPX
GLOBAL X FDS
+$256.8K
17,116
+0%
清仓
COIN
COINBASE GLOBAL INC
-$252.0K
0
-100%
减持
EMXC
ISHARES INC
-$248.7K
34,623
-15%
清仓
DBEF
DBX ETF TR
-$245.2K
0
-100%
减持
MSFT
MICROSOFT CORP
+$235.0K
19,094
-2%
清仓
FICO
FAIR ISAAC CORP
-$232.2K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$227.3K
1,226
建仓
PWR
QUANTA SVCS INC
+$223.4K
539
建仓
AI
C3 AI INC
+$221.9K
12,799
清仓
SNOW
SNOWFLAKE INC
-$221.1K
0
-100%
增持
OEF
ISHARES TR
+$219.6K
4,620
+7%
增持
QDEF
FLEXSHARES TR
+$214.9K
18,600
+8%
建仓
RDDT
REDDIT INC
+$213.4K
928
清仓
NOW
SERVICENOW INC
-$212.8K
0
-100%
建仓
ANET
ARISTA NETWORKS INC
+$212.4K
1,458
清仓
FE
FIRSTENERGY CORP
-$212.3K
0
-100%
清仓
HYHG
PROSHARES TR
-$204.0K
0
-100%
清仓
STXE
EA SERIES TRUST
-$202.2K
0
-100%
清仓
DJUN
FIRST TR EXCHNG TRADED FD VI
-$200.0K
0
-100%
增持
MAGS
LISTED FDS TR
+$195.6K
19,463
+1%
增持
GLD
SPDR GOLD TR
+$192.6K
2,907
+5%
减持
JBBB
JANUS DETROIT STR TR
-$190.3K
232,223
-2%
减持
COST
COSTCO WHSL CORP NEW
-$190.1K
2,704
-1%
增持
QGRO
AMERICAN CENTY ETF TR
+$181.2K
13,210
+8%
减持
PAVE
GLOBAL X FDS
+$179.9K
91,970
-5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$178.8K
145,994
+2%
减持
ESGU
ISHARES TR
+$173.6K
29,055
-3%
增持
WM
WASTE MGMT INC DEL
+$159.6K
11,224
+11%
增持
IYW
ISHARES TR
+$151.0K
3,846
+11%
减持
PAA
PLAINS ALL AMERN PIPELINE L
-$150.8K
37,030
-13%
增持
XLP
SELECT SECTOR SPDR TR
-$144.6K
84,570
+1%
增持
ENFR
ALPS ETF TR
+$142.5K
190,537
+2%
减持
ET
ENERGY TRANSFER L P
-$140.8K
39,969
-12%
增持
QUAL
ISHARES TR
+$139.5K
7,261
+4%
减持
LLY
ELI LILLY & CO
-$139.3K
649
-20%
减持
UNH
UNITEDHEALTH GROUP INC
+$136.6K
7,448
-5%
增持
EFX
EQUIFAX INC
+$130.6K
6,890
+9%
增持
SRVR
PACER FDS TR
+$127.6K
13,827
+44%
增持
SLX
VANECK ETF TRUST
+$124.0K
11,679
+7%
增持
AIQ
GLOBAL X FDS
+$119.9K
12,190
+10%
增持
XLY
SELECT SECTOR SPDR TR
+$114.8K
3,178
+7%
增持
SCHQ
SCHWAB STRATEGIC TR
+$109.5K
93,491
+2%
清仓
PHK
PIMCO HIGH INCOME FD
-$100.3K
0
-100%
增持
MA
MASTERCARD INCORPORATED
+$99.0K
4,687
+3%
增持
—
SPOTIFY TECHNOLOGY S A
+$97.8K
3,599
+14%
增持
SLV
ISHARES SILVER TR
+$94.2K
9,459
+1%
减持
DBB
INVESCO DB MULTI-SECTOR COMM
-$89.0K
34,757
-16%
增持
SMCI
SUPER MICRO COMPUTER INC
+$88.7K
18,053
+14%
清仓
XJQCX
NUVEEN CR STRATEGIES INCOME
-$83.5K
0
-100%
减持
DBA
INVESCO DB MULTI-SECTOR COMM
-$80.2K
25,368
-13%
增持
V
VISA INC
+$73.6K
8,040
+7%
减持
IVV
ISHARES TR
+$69.0K
1,465
-0%
减持
AVGO
BROADCOM INC
-$62.7K
796
-33%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$61.1K
2,448
-13%
增持
CSHI
NEOS ETF TRUST
+$56.7K
40,501
+3%
减持
XLV
SELECT SECTOR SPDR TR
+$53.3K
23,051
-2%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$52.0K
34,005
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$49.3K
534
-13%
减持
ESGE
ISHARES INC
-$48.3K
8,146
-21%
增持
SDCI
USCF ETF TR
+$46.3K
23,524
+3%
增持
QSIG
WISDOMTREE TR
+$46.2K
40,007
+2%
减持
WFC
WELLS FARGO CO NEW
-$45.4K
2,882
-20%
减持
XLF
SELECT SECTOR SPDR TR
+$45.0K
127,917
-2%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$40.7K
10,750
+7%
增持
MCK
MCKESSON CORP
+$33.9K
834
+0%
减持
VST
VISTRA CORP
-$31.7K
1,034
-14%
增持
SCHP
SCHWAB STRATEGIC TR
+$31.4K
18,794
+6%
增持
—
MONDAY COM LTD
-$29.0K
1,068
+42%
减持
IAK
ISHARES TR
-$26.0K
3,978
-4%
减持
PPH
VANECK ETF TRUST
+$24.3K
45,628
-2%
减持
CEG
CONSTELLATION ENERGY CORP
-$18.8K
654
-10%
减持
XCCC
BONDBLOXX ETF TRUST
-$18.1K
6,482
-8%
减持
RIOT
RIOT PLATFORMS INC
-$17.5K
12,981
-45%
减持
MU
MICRON TECHNOLOGY INC
+$16.0K
1,649
-22%
减持
JPM
JPMORGAN CHASE & CO.
+$15.7K
1,804
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$15.6K
1,182
+7%
增持
GGN
GAMCO GLOBAL GOLD NAT RES &
+$13.1K
15,504
+2%
减持
XLC
SELECT SECTOR SPDR TR
-$12.2K
4,111
-11%
减持
MARA
MARA HOLDINGS INC
-$11.9K
12,458
-18%
减持
FDUS
FIDUS INVT CORP
-$11.9K
51,113
-1%
减持
UBER
UBER TECHNOLOGIES INC
+$11.1K
20,078
-4%
减持
ESGD
ISHARES TR
+$9.5K
7,437
-3%
减持
ORCL
ORACLE CORP
-$9.3K
899
-25%
减持
AMD
ADVANCED MICRO DEVICES INC
+$8.6K
1,586
-9%
减持
EBAY
EBAY INC.
-$8.1K
19,943
-18%
减持
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$7.5K
7,438
-41%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.3K
963
+7%
减持
NRG
NRG ENERGY INC
-$6.2K
1,361
-4%
减持
—
EXXON MOBIL CORP
+$5.8K
3,000
-3%
增持
CSCO
CISCO SYS INC
-$5.1K
8,675
+1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.3K
1,034
-18%
减持
SGOV
ISHARES TR
-$566
3,735
-0%
