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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 11
增持 88
减持 51
方向
标的
Δ市值
现股数(环比)
增持
BUFR
FT CBOE VEST FUND OF BUFFER ETF
+$16.9M
726,797
+2757%
增持
BALL
BALL CORP
+$9.0M
122,212
+304%
增持
VOO
VANGUARD S&P 500 ETF
+$6.8M
45,291
+38%
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
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$4.8M
373,917
+9%
减持
KJUL
INNOVATOR US SMALL CAP PWR BFFR ETF
-$4.7M
399,064
-30%
减持
NJUL
INNOVATOR GROW 100 POWERBUFFER ETF
-$4.2M
170,692
-39%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF IV
-$4.0M
52,315
-28%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF IV
+$3.5M
197,105
+32%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF IV
+$3.5M
65,697
+42%
增持
DBEF
XTRACKERS MSCI EAFE HDGDEQY ETF
+$3.4M
240,762
+51%
增持
SPEM
SPDR INDEX SHARES EMERG MARKT ETF IV
+$3.4M
217,162
+65%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$3.4M
137,249
+36%
增持
AAPL
APPLE INC
+$3.4M
91,245
+1%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$3.2M
180,399
+2%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF IV
-$3.2M
48,169
-33%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF IV
+$3.1M
89,974
+36%
减持
PMAY
INNOVATOR US EQUITY POWER BUFFER ETF
-$2.5M
257,504
-25%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO ETF
+$2.2M
89,555
+56%
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$2.0M
1,680
-96%
减持
PDEC
INNOVATOR US EQY POWER BUFFER ETF
-$1.8M
57,314
-53%
减持
PCY
INVESCO EMERGING MARKETSSOVEREIGN DEBT ETF
-$1.7M
2,172
-97%
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$1.7M
267,188
+1%
增持
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
+$1.7M
149,682
+20%
增持
FNDF
SCHWAB FUNDAMENTAL INL LARGE COM ETF
+$1.5M
96,517
+90%
增持
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
+$1.4M
111,154
+54%
减持
IAU
ISHARES GOLD TRUST
-$1.4M
16,177
-73%
增持
VRP
INVESCO VARIABLE RATE PREFERRED ETF
+$1.4M
57,050
+3312%
增持
UNH
UNITEDHEALTH GRP INC
+$1.4M
12,422
+1%
增持
VBR
VANGUARD SMALL CAP VALUEETF IV
+$1.4M
87,752
+4%
减持
MSFT
MICROSOFT CORP
+$1.4M
25,774
-0%
建仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$1.4M
21,563
增持
UTG
REAVES UTILITY INCOME
+$1.3M
77,877
+83%
建仓
HDEF
XTRCKR MSCI EAFE HG DV YLD EQ ETF
+$1.3M
55,618
减持
QQQ
INVESCO QQQ TRUST
+$1.3M
36,944
-1%
增持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
+$1.2M
88,216
+88%
增持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF IV
+$1.2M
33,354
+59%
增持
SPD
SIMPLIFY US EQTY PLUS DOWN CNVX ETF
+$1.1M
225,142
+8%
增持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
+$1.1M
256,602
+39%
减持
SCHB
SCHWAB US BROAD MARKET ETF
+$1.1M
125,133
-0%
增持
QQQJ
INVESCO NASDAQ NEXT GEN 100 ETF
+$1.1M
40,535
+411%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$1.1M
102,045
+1%
增持
MGV
VANGUARD MEGA CAP VALUE ETF
+$1.1M
14,387
+197%
增持
FTCS
FIRST TRUST CAPITAL STRENGTH ETF IV
+$1.1M
64,213
+10%
增持
BWB
BRIDGEWATER BANCSHARES I
+$1.1M
407,460
+16%
增持
TIP
ISHARES TIPS BOND ETF
+$1.0M
30,232
+35%
减持
IWN
ISHARES RUSSELL 2000 VALUE ETF IV
-$962.0K
13,614
-32%
增持
VCSH
VANGUARD SHORT TERM COR BD ETF
+$935.0K
20,475
+131%
减持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
-$906.0K
98,577
-15%
增持
IQLT
ISHS MSCI INTL QUALITY FACT ETF
+$904.0K
84,326
+32%
增持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
+$896.0K
170,228
+15%
减持
IWP
ISHARES RUSSELL MID CAP GRW ETF IV
-$823.0K
14,581
-35%
减持
IWS
ISHARES RUSSELL MID CAP VALUE ETF IV
-$802.0K
14,568
-36%
增持
IBB
ISHARES BIOTECHNOLOGY ETF
+$780.0K
35,891
+24%
减持
IWO
ISHARES RUSSELL 2000 GROWTH ETF IV
-$773.0K
13,137
-17%
减持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$753.0K
66,106
-1%
建仓
UDEC
INNOVATOR US EQY ULTRA BUFFER ETF
+$732.0K
24,900
减持
NVDA
NVIDIA CORP
+$708.0K
8,622
-2%
增持
EFG
ISHARES MSCI EAFE GROWTHETF
+$695.0K
47,790
+11%
增持
SPYC
SIMPLIFY US EQTY PLUS CONVEXITY ETF
+$687.0K
96,098
+12%
增持
GXDW
GLOBAL X THEMATIC GROWTHETF
+$677.0K
41,395
+77%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$671.0K
107,895
+1%
减持
VEA
VANGUARD FTSE DEVELOPED MKTS ETF IV
-$660.0K
38,802
-26%
建仓
BUFD
FT CBOE VEST FUND OF DEEP BUFFER ETF
+$647.0K
30,384
增持
EFA
ISHARES MSCI EAFE ETF
+$643.0K
140,768
+5%
减持
BA
BOEING CO
-$638.0K
4,026
-39%
增持
PFF
ISHARES PREFERRED INCOMESEC ETF
+$625.0K
43,221
+55%
建仓
ZHGIIX
HINES GLOBAL INCOME TRUST INC CLASS I
+$620.0K
59,068
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
+$608.0K
184,445
+16%
增持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
+$597.0K
42,711
+26%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$568.0K
165,859
-6%
增持
CVX
CHEVRON CORP
+$567.0K
7,550
+140%
建仓
PLUG
PLUG POWER INC
+$565.0K
20,030
增持
SNOW
SNOWFLAKE INC CLASS A
+$519.0K
4,540
+35%
增持
ABBV
ABBVIE INC
+$502.0K
15,318
+5%
增持
EFV
ISHARES MSCI EAFE VALUE ETF IV
+$499.0K
102,138
+12%
增持
DRUP
GRANITESHARES XOUT US LRG CAP ETF
+$491.0K
40,946
+23%
减持
COMT
ISHR ETF GSCI CMD DYN STR ETF
-$476.0K
38,920
-17%
减持
ESGD
ISHARES ESG AWARE MSCI EAFE ETF
-$459.0K
2,898
-67%
减持
PDP
INVESCO DWA MOMENTUM ETF
-$452.0K
132,343
-9%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$451.0K
65,137
-1%
减持
IPO
RENAISSANCE IPO ETF
-$446.0K
65,638
-1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$443.0K
13,392
+3%
减持
ESGE
ISHARES ESG AWARE MSCI EM ETF
-$439.0K
45,177
-16%
增持
F
FORD MOTOR CO
+$419.0K
60,391
+2%
减持
—
MEDTRONIC PLC F
-$416.0K
13,289
-7%
增持
PYPL
PAYPAL HOLDINGS INCORPOR
-$414.0K
9,982
+13%
减持
TSLA
TESLA INC
+$405.0K
1,459
-1%
增持
CSCO
CISCO SYSTEMS INC
+$403.0K
29,704
+9%
增持
OBDC
OWL ROCK CAPITAL CORP
+$399.0K
106,735
+36%
减持
MGC
VANGUARD MEGA CAP ETF
+$394.0K
29,392
-1%
建仓
IOCT
INNOVATOR INTRL DVP PW BF OCT ETF
+$377.0K
14,859
增持
VSGX
VANGUARD ESG INTERNATNL STOCK ETF
+$376.0K
7,247
+511%
建仓
EOCT
INNOVATOR EMERG MK PW BF OCT ETF
+$347.0K
13,918
增持
VUG
VANGUARD GROWTH ETF
+$339.0K
10,938
+0%
增持
NULV
NUVEEN ESG LARGE CAP VALUE ETF
+$335.0K
10,301
+493%
增持
ESGV
VANGUARD ESG US STOCK ETF
+$334.0K
4,512
+473%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
+$333.0K
45,571
-1%
减持
—
PAVMED INC
-$331.0K
39,000
-22%
增持
PFE
PFIZER INC
+$330.0K
14,849
+17%
增持
MNA
INDEXIQ MERGER ARBITRAGEETF
+$326.0K
109,847
+12%
增持
SDG
ISHARES MSCI GLB SUST DVP GOL ETF IV
+$316.0K
4,183
+533%
增持
EMNT
PIMCO ENHANCED SHORT MATURITY ACTIVE ESG ETF
+$314.0K
3,761
+504%
增持
—
TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$310.0K
11,232
+119%
减持
DOW
DOW INC
-$304.0K
579
-90%
增持
PPH
VANECK PHARMACEUTICAL ETF
+$303.0K
6,145
+164%
减持
BMY
BRISTOL-MYERS SQUIBB
-$303.0K
4,654
-54%
增持
SUSA
ISHARES MSCI USA ESG SELECT ETF
+$302.0K
3,495
+383%
增持
AVGO
BROADCOM INC
+$300.0K
1,265
+13%
减持
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
-$297.0K
12,366
-26%
增持
COST
COSTCO WHOLESALE CO
+$296.0K
2,472
+0%
减持
HD
HOME DEPOT INC
+$291.0K
3,421
-0%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF IV
-$290.0K
15,517
-21%
增持
FPEI
FIRST TRUST INSTITL PREF SEC INM ETF
+$287.0K
46,447
+45%
增持
SUSB
ISHARES ESG AWR 1-5 Y USD CP BND ETF
+$281.0K
13,189
+504%
减持
IYE
ISHARES US ENERGY ETF IV
-$280.0K
51,869
-20%
建仓
JSCP
JPMORGAN SHORT DURATION CORE PLU ETF
+$271.0K
5,445
增持
PBW
INVESCO WILDERHILL CLEANENERGY ETF
+$270.0K
4,086
+1334%
增持
SGOL
ABERDEEN STNDRD PHY SWISS GLD ETF IV
+$267.0K
137,458
+8%
增持
AMZN
AMAZON.COM INC
+$263.0K
1,719
+3%
增持
—
BRIGHT HEALTH GROUP INC
+$252.0K
79,059
+3160%
增持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF IV
+$251.0K
8,572
+3%
减持
GOOGL
ALPHABET INC. CLASS A
+$246.0K
1,118
-0%
增持
AMD
ADVANCED MICRO DEVIC
+$244.0K
5,133
+7%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$240.0K
13,490
-0%
减持
USB
U S BANCORP
-$239.0K
58,209
-1%
增持
PGX
INVESCO PREFERRED ETF
+$212.0K
62,190
+30%
减持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
-$210.0K
67,360
-5%
增持
IVW
ISHARES S&P 500 GROWTH ETF IV
+$207.0K
10,992
+14%
建仓
—
ISHARES IBND 2023 TRM HGH YLD ETF
+$200.0K
8,193
建仓
RVT
ROYCE VALUE CF
+$198.0K
10,102
增持
BMO
BANK MONTREAL QUE F
+$195.0K
5,223
+42%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$193.0K
8,455
+10%
减持
ICSH
BLACKROCK ULTRA SHORT TERM BOND ETF
-$192.0K
7,831
-33%
减持
RSPT
INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF
+$192.0K
6,258
-2%
增持
EAGG
ISHARES ESG AWARE US AGGRGT BND ETF
+$191.0K
4,142
+502%
减持
—
CARNIVAL CORP F
-$189.0K
6,410
-50%
减持
LUV
SOUTHWEST AIRLINES
-$188.0K
4,379
-40%
增持
ABT
ABBOTT LABORATORIES
+$184.0K
4,947
+14%
增持
PRLB
PROTO LABS INC
+$183.0K
3,691
+3591%
增持
QAI
IQ HEDGE MULTI-STRATEGY TRACKER ETF
+$179.0K
67,058
+9%
增持
BX
BLACKSTONE INC
+$176.0K
6,483
+14%
增持
—
EXXON MOBIL CORP
+$173.0K
6,447
+72%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$171.0K
19,417
-15%
减持
SPY
SPDR S&P 500 ETF
+$170.0K
5,469
-3%
增持
WMT
WALMART INC
+$164.0K
4,505
+29%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$163.0K
596
+645%
减持
SQ
BLOCK INC CLASS A
-$162.0K
1,460
-12%
减持
SCHA
SCHWAB US SMALL CAP ETF
+$161.0K
112,341
-1%
增持
NUSC
NUVEEN ESG SMALL CAP ETF
+$160.0K
9,709
+70%
增持
THQ
TEKLA HEALTHCARE OPPORTU
+$159.0K
44,926
+2%
