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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 7
增持 79
减持 61
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
JSCP
JPMORGAN SHORT DURATION CORE PLU ETF
+$11.7M
250,727
+4505%
减持
JPST
JPMORGAN ULTRA SHORT INCOME ETF
-$6.7M
34,104
-79%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$4.9M
298,692
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。
+52%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$4.1M
88,773
+312%
增持
TIPX
SPDR BLOOMBERG 1 10 YR TIPS ETF
+$3.4M
172,991
+2207%
减持
MBB
ISHARES MBS ETF
-$3.4M
11,944
-72%
减持
PDP
INVSC DWA MOMENTUM ETF
-$2.9M
118,857
-10%
减持
MNA
INDEXIQ MERGER ARBITRAGEETF
-$2.9M
21,085
-81%
减持
EFG
ISHARES MSCI EAFE GROWTHETF
-$2.7M
26,988
-44%
减持
MMM
3M CO
-$1.9M
40,654
-10%
建仓
CCOR
CORE ALTERNATIVE ETF
+$1.9M
60,904
减持
QAI
IQ HEDGE MULTI-STRATEGY TRACKER ETF
-$1.8M
9,959
-85%
增持
DVY
ISHARES SELECT DIVIDEND ETF
+$1.8M
76,457
+17%
增持
FNDF
SCHWAB FUNDAMENTAL INL LARGE COM ETF
+$1.7M
151,195
+57%
建仓
JPIE
JPMORGAN INCOME ETF
+$1.5M
31,089
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$1.5M
52,242
-0%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
-$1.5M
375,373
+108%
增持
SCHO
SCHWAB SHORT TERM US TREASURY ETF
+$1.4M
97,533
+45%
减持
VWOB
VANGUARD EMERGING MARKT GOVT BND ETF
-$1.4M
2,877
-86%
减持
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$1.3M
49,778
-44%
增持
IUSB
ISHARES TOTAL USD BOND MARKET ETF
+$1.2M
146,758
+28%
减持
TIP
ISHARES TIPS BOND ETF
-$1.2M
21,505
-29%
减持
IXG
ISHARES GLOBAL FINANCIALS ETF IV
-$1.2M
284
-98%
增持
QQQ
INVESCO QQQ TRUST
-$1.2M
37,214
+1%
减持
SPEM
SPDR INDEX SHARES EMERG MARKT ETF
-$1.2M
202,085
-7%
减持
PYPL
PAYPAL HOLDINGS INCORPOR
-$1.2M
5,918
-41%
减持
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-$1.2M
29,109
-32%
增持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
+$1.2M
327,533
+28%
增持
SLYV
SPDR S&P 600 SMALL CAP VALUE ETF
+$1.1M
152,366
+11%
减持
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$1.1M
10,168
-48%
增持
BUFR
FT CBOE VEST FUND OF BUFFER ETF
+$1.0M
777,155
+7%
减持
KJUL
INNOVATOR US SMALL CAP PWR BFFR ETF
-$996.0K
373,770
-6%
增持
VOO
VANGUARD S&P 500 ETF
-$969.0K
45,293
+0%
增持
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$938.0K
108,282
+0%
增持
TLH
ISHARES 10-20 YEAR TSURYBOND ETF IV
+$849.0K
8,252
+367%
增持
SCHA
SCHWAB US SMALL CAP ETF
-$811.0K
225,778
+101%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$788.0K
393,099
+5%
增持
COMT
ISHR ETF GSCI CMD DYN STR ETF
+$762.0K
49,042
+26%
增持
SCHB
SCHWAB US BROAD MARKET ETF
-$728.0K
251,229
+101%
建仓
EMXC
ISHARES MSCI EMERGING MARKETS ETF
+$688.0K
11,825
增持
CVX
CHEVRON CORP
+$685.0K
9,650
+28%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF IV
-$654.0K
89,442
-1%
减持
BRK/B
BERKSHIRE HATHAWAY CLASS B
+$646.0K
13,176
-2%
减持
VCSH
VANGUARD SHORT TERM COR BD ETF
-$604.0K
13,570
-34%
减持
USMV
ISHARES MSCI USA MIN VOLFCTR ETF
-$594.0K
27,121
-19%
增持
IYE
ISHARES US ENERGY ETF
+$567.0K
51,999
+0%
减持
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
-$565.0K
9,014
-27%
减持
MA
MASTERCARD INC CLASS A
-$548.0K
1,010
-60%
增持
ABBV
ABBVIE INC
+$527.0K
16,047
+5%
减持
ADBE
ADOBE INC
-$522.0K
1,534
-29%
减持
EFV
ISHARES MSCI EAFE VALUE ETF
-$508.0K
92,290
-10%
增持
T
A T & T INC
+$498.0K
40,955
+115%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
-$480.0K
13,175
+0%
增持
SNOW
SNOWFLAKE INC CLASS A
-$473.0K
4,650
+2%
减持
RSP
INVSC S P 500 EQUAL WEIGHT ETF
-$471.0K
65,235
-1%
增持
LOUP
INNOVATOR LOUP FRONTIER TECH ETF
-$458.0K
164,669
+10%
建仓
DVN
DEVON ENERGY CORP
+$434.0K
7,339
减持
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
-$418.0K
168,818
-1%
增持
BWB
BRIDGEWATER BANCSHARES I
-$410.0K
407,560
+0%
增持
BUFD
FT CBOE VEST FUND OF DEEP BUFFER ETF
+$407.0K
49,664
+63%
减持
PMAY
INNOVATOR US EQUITY POWER BUFFER ETF
-$401.0K
243,135
-6%
减持
NJUL
INNOVATOR GROW 100 POWERBUFFER ETF
-$390.0K
160,540
-6%
减持
META
META PLATFORMS INC CLASS A
-$368.0K
1,097
-40%
减持
PLUG
PLUG POWER INC
-$368.0K
6,893
-66%
减持
—
INNOVATOR IBD 50 ETF
-$360.0K
30,759
-10%
增持
HD
HOME DEPOT INC
-$357.0K
3,550
+4%
增持
IPO
RENAISSANCE IPO ETF
+$352.0K
94,132
+43%
增持
EFA
ISHARES MSCI EAFE ETF
-$342.0K
145,837
+4%
增持
ESGE
ISHARES ESG AWARE MSCI EM ETF
+$336.0K
58,040
+28%
增持
VUG
VANGUARD GROWTH ETF
-$329.0K
11,060
+1%
减持
MGC
VANGUARD MEGA CAP ETF
-$316.0K
29,075
-1%
减持
XLK
TECHNOLOGY SELECT SECTORSPDR ETF
-$309.0K
7,428
-13%
减持
C
CITIGROUP INC
-$291.0K
20,322
-11%
减持
SCHM
CHARLES SCHWAB US MC ETF
-$291.0K
38,255
-4%
增持
SPD
SIMPLIFY US EQTY PLUS DOWN CNVX ETF
+$290.0K
248,174
+10%
增持
OKE
ONEOK INC
+$287.0K
5,799
+176%
清仓
GDYN
GRID DYNAMICS HLDGS INC
-$284.0K
0
-100%
清仓
CPRT
COPART INC
-$282.0K
0
-100%
增持
IJAN
INNOVATOR INTRL DVLP PWRBFR JAN ETF
+$276.0K
13,273
+395%
增持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$269.0K
26,783
+205%
减持
EL
ESTEE LAUDER CO INC CLASS A
-$265.0K
9
-99%
增持
SGOL
ABRDN PHYSICAL GOLD SHARES ETF
+$262.0K
144,012
+5%
增持
AAPL
APPLE INC
-$260.0K
91,298
+0%
增持
GIS
GENERAL MILLS INC
+$260.0K
7,097
+116%
减持
SPY
SPDR S&P 500 ETF
-$257.0K
5,184
-5%
减持
VXF
VANGUARD EXTENDED MARKETETF
-$253.0K
10,002
-4%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF IV
+$253.0K
7,516
+30%
增持
VTV
VANGUARD VALUE ETF
+$236.0K
11,373
+16%
减持
ZTS
ZOETIS INC CLASS A
-$235.0K
611
-57%
减持
USB
U S BANCORP
-$234.0K
57,128
-2%
减持
—
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF
-$233.0K
9,137
-54%
减持
NEAR
BLACKROCK SHORT MATURITYBOND ETF
-$230.0K
5,919
-43%
减持
PDEC
INNOVATOR US EQY POWER BUFFER ETF
-$229.0K
50,398
-12%
增持
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-$227.0K
188,534
+2%
减持
A
AGILENT TECHNOLOGIES
-$224.0K
211
-87%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$222.0K
14,508
-1%
增持
VWO
VANGUARD FTSE EMERGING MARK ETF IV
-$219.0K
100,960
+2%
增持
TSLA
TESLA INC
+$211.0K
1,627
+12%
增持
SCHV
SCHWAB US LARGE CAP VALUE ETF
+$206.0K
276,922
+4%
增持
MSFT
MICROSOFT CORP
-$194.0K
27,487
+7%
增持
VNQ
VANGUARD REAL ESTATE ETF IV
-$191.0K
30,896
+1%
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$189.0K
69,630
+6%
减持
ICSH
BLACKROCK ULTRA SHORT TERM BOND ETF
-$189.0K
4,114
-47%
增持
FPEI
FIRST TRUST INSTITL PREF SEC INM ETF
+$189.0K
58,628
+26%
增持
PFF
ISHARES PREFERRED INCOMESEC ETF
+$188.0K
51,951
+20%
增持
UNH
UNITEDHEALTH GRP INC
+$188.0K
12,600
+1%
减持
—
ACCENTURE PLC FCLASS A
-$186.0K
1,327
-13%
减持
CRM
SALESFORCE COM
-$179.0K
2,319
-12%
增持
MO
ALTRIA GROUP INC
+$177.0K
14,454
+19%
减持
DLR
DIGITAL REALTY TRUST REIT
-$177.0K
734
-54%
增持
F
FORD MOTOR CO
+$176.0K
84,543
+40%
增持
RSPT
INVSC SP 500 EQUAL WEIGHT TECH ETF
-$176.0K
6,405
+2%
增持
FNDX
SCHWAB FUNDAMENTAL US LARGE CO ETF
+$176.0K
92,730
+4%
增持
NIO
NIO INC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$175.0K
17,046
+1%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$174.0K
1,425
+1369%
增持
UMAY
INNOVATOR US EQUITY ULTRA BUFFER ETF
+$174.0K
349,598
+1%
增持
—
BLACKROCK INC
+$173.0K
390
+185%
减持
VBK
VANGUARD SMALL CAP GROWTH ETF IV
-$172.0K
3,237
-6%
减持
PGX
INVESCO PREFERRED ETF
-$171.0K
56,155
-10%
减持
THQ
TEKLA HEALTHCARE OPPORTU
-$169.0K
44,151
-2%
减持
ABT
ABBOTT LABORATORIES
-$169.0K
4,450
-10%
增持
MS
MORGAN STANLEY
+$165.0K
5,301
+74%
增持
EPD
ENTERPRISE PRODS PART LP
+$164.0K
17,751
+32%
增持
AQWA
GLOBAL X CLEAN WATER ETF
+$163.0K
11,900
+1090%
增持
—
EXXON MOBIL CORP
+$162.0K
6,728
+4%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$161.0K
13,294
-1%
增持
BMO
BANK MONTREAL QUE F
+$160.0K
6,127
+17%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
-$160.0K
315
-57%
增持
—
BARRICK GOLD CORP F
+$155.0K
8,256
+229%
增持
ITA
ISHARES US AEROSPACE DEFENSE ETF
+$154.0K
4,777
+31%
减持
IAPR
INNOVATOR INTRTL DPD PWRBFR APR ETF
-$153.0K
116,052
-1%
减持
UAL
UNITED AIRLINES HLDGS
-$150.0K
400
-90%
增持
PDBC
INVSC ACTVLY MNG OPTM YDDVRS ETF
+$148.0K
19,534
+39%
建仓
BUFG
FT CBOE VST BUFF ALLOCATION GRW ETF
+$147.0K
7,435
建仓
ENPH
ENPHASE ENERGY INC
+$145.0K
721
减持
SCHZ
SCHWAB US AGGREGATE BONDETF
-$144.0K
3,646
-40%
增持
JPM
JPMORGAN CHASE & CO
-$143.0K
8,504
+3%
增持
IWM
ISHARES RUSSELL 2000 ETF
-$142.0K
8,470
+0%
增持
WFC
WELLS FARGO & CO
+$142.0K
34,183
+8%
增持
AMZN
AMAZON.COM INC
+$140.0K
1,801
+5%
增持
GLD
SPDR GOLD SHARES ETF
+$139.0K
3,891
+18%
减持
SPLV
INVESCO S&P 500 LOW VOLATILITY ETF
-$138.0K
44,561
-2%
清仓
—
CITIZENS FINL CORP
-$137.0K
0
-100%
建仓
SHEL
SHELL PLC FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS
+$133.0K
2,425
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$131.0K
38,511
-1%
增持
ZHGIIX
HINES GLOBAL INCOME TRUST INC CLASS I
+$131.0K
69,177
+17%
增持
GXDW
GLOBAL X THEMATIC GROWTHETF
-$126.0K
45,835
+11%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$124.0K
107,420
+5%
增持
ORCL
ORACLE CORP
+$122.0K
4,097
+64%
增持
DE
DEERE & CO
+$121.0K
1,214
+9%
