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Tradition Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Tradition Wealth Management, LLC

报告期 2026-03-31 · CIK 0001843010

持仓数

527

前50大市值合计

$870.1M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BBUS J P MORGAN EXCHANGE TRADED F

BETABUILDRS US

$46.5M

396,641

5.3%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$42.7M

1,465,074

4.9%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$37.5M

796,523

4.3%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$36.4M

1,078,068

4.2%

AAPL APPLE INC

COM

$31.7M

124,738

3.6%

EMXC ISHARES INC

MSCI EMRG CHN

$29.7M

378,148

3.4%

SCHV SCHWAB STRATEGIC TR

US LCAP VA ETF

$28.8M

944,929

3.3%

NVDA NVIDIA CORPORATION

COM

$27.1M

155,360

3.1%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$25.4M

827,290

2.9%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$24.1M

492,801

2.8%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$23.9M

964,585

2.7%

SCHR SCHWAB STRATEGIC TR

INT-TRM U.S TRES

$22.7M

909,935

2.6%

JIRE J P MORGAN EXCHANGE TRADED F

INTRNL RES EQT

$21.0M

277,006

2.4%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$20.8M

96,745

2.4%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$20.3M

348,235

2.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$20.0M

34,600

2.3%

IWF ISHARES TR

RUS 1000 GRW ETF

$19.8M

46,450

2.3%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$19.5M

777,734

2.2%

BBAG J P MORGAN EXCHANGE TRADED F

BETABUILDERS US

$18.8M

406,376

2.2%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$18.7M

97,247

2.1%

FNDX SCHWAB STRATEGIC TR

FUNDAMENTAL US L

$17.1M

615,116

2.0%

JGRO J P MORGAN EXCHANGE TRADED F

ACTIVE GROWTH

$16.5M

195,610

1.9%

RUNN STRATEGIC TRUST

RUNNING GWTH ETF

$15.6M

483,136

1.8%

MSFT MICROSOFT CORP

COM

$15.5M

41,767

1.8%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$15.1M

266,791

1.7%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$15.1M

69,591

1.7%

JPIE J P MORGAN EXCHANGE TRADED F

INCOME ETF

$15.0M

326,486

1.7%

DBEF DBX ETF TR

XTRACK MSCI EAFE

$13.5M

272,546

1.5%

LOUP INNOVATOR ETFS TRUST

INNOVATOR DEEPW

$13.0M

189,302

1.5%

AMZN AMAZON COM INC

COM

$12.7M

60,854

1.5%

SFLO VICTORY PORTFOLIOS II

VICTORYSHARES SM

$12.4M

412,055

1.4%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$11.8M

404,904

1.4%

JTEK J P MORGAN EXCHANGE TRADED F

U S TECH LEADERS

$11.7M

146,533

1.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$11.6M

48,721

1.3%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$11.0M

143,949

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$10.8M

22,587

1.2%

IWD ISHARES TR

RUS 1000 VAL ETF

$10.2M

47,810

1.2%

IBB ISHARES TR

ISHARES BIOTECH

$10.2M

60,161

1.2%

JPST J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF

$10.0M

197,454

1.1%

UAPR INNOVATOR ETFS TRUST

US EQT ULTRA BF

$9.2M

274,271

1.1%

JMEE J P MORGAN EXCHANGE TRADED F

SMALL & MID CAP

$8.5M

127,984

1.0%

IVE ISHARES TR

S&P 500 VAL ETF

$8.0M

37,736

0.9%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$8.0M

124,121

0.9%

BALL BALL CORP

COM

$7.9M

133,113

0.9%

VBIL VANGUARD INSTL INDEX FD

0-3 MO TREAS BIL

$7.7M

101,578

0.9%

QUAL ISHARES TR

MSCI USA QLT FCT

$7.6M

39,559

0.9%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$7.5M

51,143

0.9%

SLYG SPDR SERIES TRUST

STATE STREET SPD

$7.4M

76,557

0.9%

NOBL PROSHARES TR

S&P 500 DV ARIST

$7.3M

68,449

0.8%

PAPR INNOVATOR ETFS TRUST

US EQT PWR BUF

$7.2M

182,132

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

26%前 6 大占比

BBUS5.3%SCHG4.9%JCPB4.3%BUFR4.2%AAPL3.6%EMXC3.4%