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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
$870.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 6
增持 82
减持 38
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
KJUL
INNOVATOR US SMALL CAP PWR BFFR ETF
+$13.6M
570,332
+631%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF IV
+$10.7M
72,762
+113%
增持
PMAY
INNOVATOR US EQUITY POWER BUFFER ETF
+$9.5M
343,455
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。
+1436%
增持
UMAY
INNOVATOR US EQUITY ULTRA BUFFER ETF
+$9.2M
358,261
+12028%
清仓
UAPR
INNOVATOR S&P 500 ULTRA BUFFR ETF
-$8.9M
0
-100%
增持
NJUL
INNOVATOR GROW 100 POWERBUFFER ETF
+$8.4M
280,732
+349%
减持
IVV
ISHARES CORE S&P 500 ETF
-$7.7M
1,112
-94%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF IV
+$7.1M
149,390
+1488%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF IV
+$6.7M
71,822
+150%
清仓
NAPR
INNOVATOR NASDAQ-100 PWRBFR ETF
-$6.2M
0
-100%
清仓
KOCT
INNOVATOR RUSSL 2000 PWRBFR ETF
-$6.0M
0
-100%
清仓
PAPR
INNOVATOR S&P 500 POWER BUFFR ETF
-$6.0M
0
-100%
清仓
KAPR
INNOVATOR RUSSEL 2000 PWR BFR ETF
-$5.7M
0
-100%
清仓
PJAN
INNOVATOR S&P 500 POWER BUFFER ETF
-$3.6M
0
-100%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOC ETF IV
+$3.3M
58,879
+183%
清仓
KJAN
INNOVATOR RUSSLL 2000 PWR BFR ETF
-$2.8M
0
-100%
减持
IJUL
INNOVATOR INTNL DLP PWR BFR JUL ETF
-$2.8M
8,507
-93%
增持
TIP
ISHARES TIPS BOND ETF IV
+$2.6M
22,441
+931%
增持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
+$2.6M
115,608
+95%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
+$2.4M
184,208
清仓
POCT
INNOVATOR S P 500 POWER BUFFR ETF
-$2.0M
0
-100%
清仓
NOCT
INNOVATOR NASDAQ 100 PWRBFR ETF
-$2.0M
0
-100%
增持
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
+$1.9M
16,612
+4053%
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$1.8M
38,456
-46%
增持
IWS
ISHARES RUSSELL MID CAP VALUE ETF IV
+$1.6M
22,825
+168%
增持
IWP
ISHARES RUSSELL MID CAP GRW ETF IV
+$1.6M
22,337
+175%
增持
VEA
VANGUARD FTSE DEVELOPED MKTS ETF IV
+$1.5M
52,311
+138%
增持
IWN
ISHARES RUSSELL 2000 VALUE ETF IV
+$1.5M
20,116
+95%
减持
GOVT
ISHARES U.S. TREASURY BOND ETF
-$1.5M
177,653
-24%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$1.3M
100,847
+16%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$1.3M
53,944
-32%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF IV
+$1.3M
15,745
+47%
清仓
PSEP
INNOVATOR S AND P 500 POWER BUF ETF
-$1.3M
0
-100%
增持
VOO
VANGUARD S&P 500 ETF
+$1.2M
32,898
+10%
增持
EFG
ISHARES MSCI EAFE GROWTHETF IV
+$1.2M
42,981
+36%
减持
AMZN
AMAZON.COM INC
-$1.1M
1,665
-13%
减持
MTUM
ISHARES MSCI USA MOMNTUMFCT ETF
-$1.1M
1,363
-82%
减持
MMM
3M CO
-$1.1M
44,916
-0%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$937.0K
177,690
+2%
增持
SNOW
SNOWFLAKE INC CLASS A
+$913.0K
3,369
+667%
清仓
PAUG
INNOVATOR S AND P 500 POWR BUF ETF
-$774.0K
0
-100%
减持
IXN
ISHARES GLOBAL TECH ETF IV
-$717.0K
382
-83%
增持
BMAY
INNOVATOR US EQUITY BUFFER ETF
+$638.0K
20,324
+5913%
清仓
BMAR
INNOVATOR S&P 500 BUFFERETF
-$618.0K
0
-100%
增持
DBEF
XTRACKERS MSCI EAFE HDGDEQY ETF
+$616.0K
159,933
+11%
减持
IDOG
ALPS INTL SECTOR DIVIDEND DOGS ETF
-$599.0K
265
-98%
建仓
BUFR
FT CBOE VEST FUND OF BUFFER ETF
+$584.0K
25,443
增持
SDOG
ALPS SECTOR DIVIDEND DOGS ETF
+$567.0K
11,238
+4141%
增持
BWB
BRIDGEWATER BANCSHARES I
+$564.0K
351,460
+2%
增持
EJUL
INNOVATOR EMRG MK PWR BFR JULY ETF
+$564.0K
46,419
+98%
增持
MBB
ISHARES MBS ETF
+$560.0K
43,260
+14%
减持
SCHA
SCHWAB US SMALL CAP ETF
-$504.0K
113,317
-0%
减持
CAH
CARDINAL HEALTH INC
-$494.0K
300
-97%
增持
VNQ
VANGUARD REAL ESTATE ETF IV
+$466.0K
35,373
+15%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$441.0K
341,984
+4%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF IV
+$430.0K
46,380
+8%
减持
AAPL
APPLE INC
+$394.0K
90,777
-0%
增持
EFA
ISHARES MSCI EAFE ETF
+$393.0K
133,741
+5%
增持
SPD
SIMPLIFY US EQTY PLUS DOWN CNVX ETF
+$380.0K
208,308
+6%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO ETF
+$376.0K
57,348
+15%
增持
C
CITIGROUP INC
+$371.0K
20,520
+36%
建仓
BMO
BANK MONTREAL QUE F
+$368.0K
3,686
减持
LUV
SOUTHWEST AIRLINES
-$350.0K
7,319
-46%
减持
TGT
TARGET CORP
-$346.0K
9,412
-9%
增持
PFFA
VIRTUS INFRCP US PRERD STCK ETF IV
+$341.0K
17,699
+344%
增持
QQQ
INVESCO QQQ TRUST
+$340.0K
37,437
+2%
增持
PFF
ISHARES PREFERRED INCOMESEC ETF
+$330.0K
27,796
+46%
增持
GXDW
GLOBAL X THEMATIC GROWTHETF
+$326.0K
23,353
+44%
增持
DRUP
GRANITESHARES XOUT US LRG CAP ETF
+$322.0K
33,373
+30%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF IV
-$319.0K
19,527
-18%
减持
PCY
INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF
-$318.0K
66,812
-12%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$302.0K
159,278
+2%
增持
PDEC
INNOVATOR US EQY POWER BUFFER ETF
+$294.0K
121,288
+21%
增持
MNA
INDEXIQ MERGER ARBITRAGEETF
+$294.0K
97,839
+12%
减持
FIS
FIDELITY NATL INFO
-$287.0K
192
-91%
清仓
TTWO
TAKE TWO INTERACTV
-$286.0K
0
-100%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF IV
+$285.0K
66,200
+8%
增持
FPEI
FIRST TRUST INSTITL PREF SEC INM ETF
+$279.0K
32,012
+73%
增持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
+$272.0K
176,286
+3%
减持
MSFT
MICROSOFT CORP
+$272.0K
25,871
-0%
增持
SPEM
SPDR INDEX SHARES EMERG MARKT ETF IV
+$268.0K
131,614
+12%
增持
MGC
VANGUARD MEGA CAP ETF IV
+$267.0K
29,835
+6%
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
+$249.0K
71,007
+7%
建仓
ENTG
ENTEGRIS INC
+$246.0K
1,956
增持
PYPL
PAYPAL HOLDINGS INCORPOR
-$240.0K
8,822
+1%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$228.0K
29,055
+6%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF IV
+$223.0K
58,394
+6%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
+$222.0K
33,936
+9%
减持
WDAY
WORKDAY INC CLASS A
-$216.0K
20
-98%
增持
ARCC
ARES CAPITAL CORP
+$215.0K
42,230
+29%
增持
QAI
IQ HEDGE MULTI-STRATEGY TRACKER ETF
+$213.0K
61,484
+14%
增持
FSK
FS KKR CAPITAL CORP
+$212.0K
72,190
+13%
清仓
PJUN
UIT EXCHANGE TRADED
-$208.0K
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS
-$206.0K
1,561
-19%
减持
EXAS
EXACT SCIENCES CORPORATI
-$206.0K
644
-70%
增持
FNDF
SCHWAB FUNDAMENTAL INL LARGE COM ETF
+$205.0K
50,858
+16%
减持
PSTG
PURE STORAGE INC CLASS A
-$203.0K
200
-98%
减持
EAPR
INNOVATOR EMEG MRK PR BFR APRIL ETF
-$202.0K
188,179
-0%
减持
SCHZ
SCHWAB US AGGREGATE BONDETF
-$201.0K
6,103
-37%
增持
—
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$200.0K
5,134
+410%
清仓
GDDY
GO DADDY GROUP INC CLASS A
-$197.0K
0
-100%
建仓
TLH
ISHARES 10-20 YEAR TSURYBOND ETF IV
+$196.0K
1,335
减持
EFV
ISHARES MSCI EAFE VALUE ETF IV
-$196.0K
91,416
-2%
清仓
NJAN
UIT EXCHANGE TRADED
-$195.0K
0
-100%
增持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
+$193.0K
63,806
+11%
增持
MS
MORGAN STANLEY
+$189.0K
2,902
+186%
增持
SGOL
ABERDEEN STNDRD PHY SWISS GLD ETF IV
+$185.0K
127,419
+10%
增持
UTG
REAVES UTILITY INCOME
+$183.0K
42,667
+21%
减持
—
ACTIVISION BLIZZARD
-$181.0K
159
-92%
减持
GOOGL
ALPHABET INC. CLASS A
+$179.0K
1,120
-3%
增持
VBR
VANGUARD SMALL CAP VALUEETF IV
-$177.0K
84,405
+1%
减持
FTV
FORTIVE CORP DISC 00500
-$173.0K
61
-98%
清仓
BWXT
B W X TECHNOLOGIES INCOR
-$171.0K
0
-100%
增持
CSCO
CISCO SYSTEMS INC
+$171.0K
27,168
+10%
增持
PGX
INVESCO PREFERRED ETF
+$171.0K
47,988
+34%
清仓
—
GENERAL ELECTRIC CO
-$169.0K
0
-100%
清仓
BFAM
BRIGHT HORIZON FAM
-$168.0K
0
-100%
清仓
NICE
NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$166.0K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$165.0K
1,601
增持
SPYC
SIMPLIFY US EQTY PLUS CONVEXITY ETF
+$162.0K
85,771
+7%
清仓
CSGP
COSTAR GROUP INC
-$154.0K
0
-100%
增持
COST
COSTCO WHOLESALE CO
+$144.0K
2,465
+1%
增持
XFOFX
COHEN & STEERS CLOSED EN
+$143.0K
34,575
+53%
增持
SPY
SPDR S&P 500 ETF
+$141.0K
5,659
+6%
增持
CRM
SALESFORCE COM
+$139.0K
2,637
+12%
减持
BA
BOEING CO
-$138.0K
6,586
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$138.0K
13,046
+6%
增持
—
DIREXION WORK FROM HOME ETF
+$137.0K
58,695
+6%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$137.0K
65,670
-0%
增持
VBK
VANGUARD SMALL CAP GROWTH ETF IV
+$131.0K
3,418
+20%
增持
VWOB
VANGUARD EMERGING MARKT GOVT BND ETF
+$129.0K
21,768
+10%
减持
WMG
WARNER MUSIC GROUP CORP CLASS A
-$128.0K
157
-96%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$127.0K
66,786
+2%
增持
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
+$126.0K
124,426
+10%
增持
—
DEFIANCE NASDAQ JUNIOR BIOTECLGY ETF
+$126.0K
5,114
+631%
清仓
PJUL
INNOVATOR S AND P 500 POWER BUFR ETF
-$124.0K
0
-100%
清仓
PMAR
INNOVATOR S&P 500 POWR BFR ETF
-$123.0K
0
-100%
增持
XGDVX
GABELLI DIVIDEND & INCOM
+$123.0K
16,635
+43%
减持
TSLA
TESLA INC
+$122.0K
1,467
-2%
减持
PDP
INVESCO DWA MOMENTUM ETF
-$122.0K
144,876
-1%
清仓
PFEB
INNOVATOR S&P 500 POWER BUFR FEB ETF
-$121.0K
0
-100%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$119.0K
47,037
+9%
减持
HYG
ISHARES IBOXX HIGH YIELDBOND ETF IV
-$119.0K
219
-86%
增持
IPO
RENAISSANCE IPO ETF
+$119.0K
65,979
+6%
增持
NVDA
NVIDIA CORP
+$119.0K
8,823
+313%
减持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
-$118.0K
113,144
-1%
增持
TBT
PROSHRES ULTRASHT 20 PLSYR ETF IV
+$117.0K
7,091
+912%
减持
USB
U S BANCORP
+$117.0K
59,042
-1%
减持
—
ZYNGA INC CLASS A
-$116.0K
2,706
-79%
增持
NKE
NIKE INC CLASS B
+$116.0K
1,654
+106%
