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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
24Q1 调仓
2022-03-31 → 2024-03-31 · 共 150 项
建仓 27
增持 67
减持 33
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
FNDF
SCHWAB STRATEGIC TR
+$27.4M
907,621
+500%
建仓
CALF
PACER FDS TR
+$22.8M
464,494
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$20.0M
439,354
+395%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$16.9M
160,576
+146%
减持
VOO
VANGUARD INDEX FDS
-$16.5M
4,715
-90%
增持
SCHR
SCHWAB STRATEGIC TR
+$15.9M
325,797
+35545%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$15.5M
96,501
+626%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$13.6M
1,146,472
+48%
增持
EMXC
ISHARES INC
+$13.0M
238,626
+1918%
增持
FNDX
SCHWAB STRATEGIC TR
+$12.8M
271,119
+192%
增持
DBEF
DBX ETF TR
+$10.7M
494,375
+95%
减持
ESGU
ISHARES TR
-$10.7M
2,020
-98%
减持
EFA
ISHARES TR
-$10.4M
4,333
-97%
减持
SLYV
SPDR SER TR
-$9.9M
33,616
-78%
增持
NVDA
NVIDIA CORPORATION
+$9.5M
13,309
+43%
减持
KJUL
INNOVATOR ETFS TRUST
-$9.4M
23,717
-94%
清仓
UMAY
INNOVATOR US EQUITY ULTRA BUFFER ETF
-$9.3M
0
-100%
增持
QUAL
ISHARES TR
+$9.2M
113,191
+63%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.2M
401,858
+7%
建仓
UAPR
INNOVATOR ETFS TRUST
+$8.2M
292,221
清仓
SPEM
SPDR INDEX SHARES EMERG MARKT ETF
-$7.8M
0
-100%
清仓
SPD
SIMPLIFY US EQTY PLUS DOWN CNVX ETF
-$7.8M
0
-100%
增持
USMV
ISHARES TR
+$7.3M
112,950
+316%
清仓
PMAY
INNOVATOR US EQUITY POWER BUFFER ETF
-$7.3M
0
-100%
减持
IJR
ISHARES TR
-$6.9M
25,234
-72%
减持
DVY
ISHARES TR
-$6.6M
25,605
-67%
建仓
SAA
PROSHARES TR
+$6.6M
260,000
增持
SCHO
SCHWAB STRATEGIC TR
+$6.5M
235,463
+141%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.3M
134,945
建仓
PAPR
INNOVATOR ETFS TRUST
+$6.1M
182,082
增持
AAPL
APPLE INC
+$5.8M
126,736
+39%
增持
MSFT
MICROSOFT CORP
+$5.7M
33,677
+23%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.7M
24,588
+87%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.5M
333,171
+20%
建仓
—
SCHWAB CHARLES FAMILY FD
+$5.3M
5,340,496
增持
HDEF
DBX ETF TR
+$5.0M
256,951
+356%
建仓
DYNF
BLACKROCK ETF TRUST
+$5.0M
111,825
减持
SCHD
SCHWAB STRATEGIC TR
-$4.8M
324,630
-17%
建仓
NAPR
INNOVATOR ETFS TRUST
+$4.7M
103,487
清仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS D
-$4.7M
0
-100%
建仓
KAPR
INNOVATOR ETFS TRUST
+$4.6M
147,953
增持
AGG
ISHARES TR
+$4.5M
46,638
+28338%
减持
GOVT
ISHARES TR
-$4.4M
12,380
-93%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$4.3M
53,542
-55%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$4.2M
11,123
-89%
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.1M
94,108
+2481%
清仓
SPDW
SPDR PORTFOLIO DVLPD WRLD EX-US ETF
-$4.0M
0
-100%
建仓
UJAN
INNOVATOR ETFS TRUST
+$3.9M
108,467
建仓
PFEB
INNOVATOR ETFS TRUST
+$3.9M
112,978
减持
SCHE
SCHWAB STRATEGIC TR
-$3.7M
61,554
-67%
增持
IVW
ISHARES TR
+$3.7M
53,540
+387%
清仓
SPYC
SIMPLIFY US EQTY PLUS CONVEXITY ETF
-$3.3M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$3.3M
10,810
+715%
减持
VBR
VANGUARD INDEX FDS
-$3.3M
64,330
-28%
增持
AMZN
AMAZON COM INC
+$3.3M
50,658
+2713%
减持
TIPX
SPDR SER TR
-$3.2M
18,664
-89%
增持
SPYM
SPDR SER TR
+$3.1M
309,061
+3%
增持
IVE
ISHARES TR
+$3.0M
17,749
+699%
增持
BALL
BALL CORP
-$2.9M
132,387
+1%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.8M
265,969
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
93,069
+142%
增持
COWZ
PACER FDS TR
+$2.7M
47,158
+78497%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$2.5M
87,613
+182%
减持
TIP
ISHARES TR
-$2.4M
2,486
-88%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.3M
42,578
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$2.3M
78,953
减持
IWF
ISHARES TR
+$2.3M
49,717
-5%
增持
IYW
ISHARES TR
+$2.2M
18,519
+617%
减持
BWB
BRIDGEWATER BANCSHARES INC
-$2.2M
395,374
-3%
减持
SGOL
ABRDN GOLD ETF TRUST
-$2.1M
26,360
-82%
增持
AVGO
BROADCOM INC
+$2.1M
2,284
+52%
建仓
ONB
OLD NATL BANCORP IND
+$2.0M
114,709
清仓
COMT
ISHR ETF GSCI CMD DYN STR ETF
-$2.0M
0
-100%
减持
SLYG
SPDR SER TR
-$1.9M
81,886
-24%
清仓
SCZ
ISHARES MSCI EAFE SMALL CAP ETF
-$1.9M
0
-100%
增持
—
LAM RESEARCH CORP
+$1.9M
1,960
+39100%
减持
ESGE
ISHARES INC
-$1.9M
7,784
-87%
清仓
CCOR
CORE ALTERNATIVE ETF
-$1.9M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
16,626
+32%
减持
MMM
3M CO
-$1.8M
40,142
-1%
增持
ABBV
ABBVIE INC
+$1.8M
24,018
+50%
增持
MBB
ISHARES TR
+$1.6M
30,826
+158%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
14,352
+498%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.6M
17,223
+309%
增持
TLT
ISHARES TR
+$1.6M
18,796
+1219%
增持
IPO
RENAISSANCE CAP GREENWICH FD
+$1.6M
137,893
+46%
增持
IBB
ISHARES TR
+$1.6M
51,784
+21%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$1.5M
30,250
增持
NOBL
PROSHARES TR
+$1.5M
64,508
+21%
减持
IYE
ISHARES TR
-$1.5M
12,847
-75%
建仓
HEFA
ISHARES TR
+$1.5M
41,723
清仓
FALN
ISHARES FALLEN ANGELS USD BOND ETF
-$1.4M
0
-100%
减持
EFV
ISHARES TR
-$1.4M
59,966
-35%
减持
PFF
ISHARES TR
-$1.3M
17,072
-67%
减持
F
FORD MTR CO DEL
-$1.3M
10,690
-87%
减持
FSK
FS KKR CAP CORP
-$1.3M
21,032
-71%
增持
DTEC
ALPS ETF TR
+$1.2M
33,618
+724%
减持
FICO
FAIR ISAAC CORP
+$1.2M
1,547
-1%
清仓
—
INNOVATOR IBD 50 ETF
-$1.2M
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$1.2M
37,504
建仓
PSEP
INNOVATOR ETFS TRUST
+$1.2M
32,798
建仓
PJAN
INNOVATOR ETFS TRUST
+$1.2M
30,488
增持
MCD
MCDONALDS CORP
+$1.2M
7,379
+100%
清仓
FPEI
FIRST TRUST INSTITL PREF SEC INM ETF
-$1.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
11,407
+34%
增持
PSTP
INNOVATOR ETFS TRUST
+$1.1M
38,550
+6809%
清仓
TLH
ISHARES 10-20 YEAR TSURYBOND ETF IV
-$1.1M
0
-100%
清仓
FTEC
FIDELITY MSCI INFOR TECHINDX ETF
-$1.1M
0
-100%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.1M
21,031
增持
GOOG
ALPHABET INC
+$1.1M
11,879
+4577%
清仓
C
CITIGROUP INC
-$1.1M
0
-100%
清仓
VLUE
ISHARES MSCI USA VALUE FACTOR ETF
-$1.1M
0
-100%
增持
VBK
VANGUARD INDEX FDS
+$1.1M
7,134
+120%
增持
LOUP
INNOVATOR ETFS TRUST
+$1.1M
180,550
+10%
增持
UBER
UBER TECHNOLOGIES INC
+$1.0M
13,567
+1541%
增持
MGV
VANGUARD WORLD FD
+$998.3K
21,607
+46%
减持
GXDW
GLOBAL X FDS
-$986.1K
30,153
-34%
建仓
KOCT
INNOVATOR ETFS TRUST
+$973.3K
34,191
增持
SCHF
SCHWAB STRATEGIC TR
+$970.0K
183,726
+9%
清仓
T
A T & T INC
-$968.0K
0
-100%
减持
IQLT
ISHARES TR
-$937.9K
59,458
-33%
增持
MGC
VANGUARD WORLD FD
+$910.9K
29,619
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$907.3K
3,408
+3378%
增持
IEMG
ISHARES INC
+$897.4K
18,689
+1445%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$868.7K
81,506
+64%
减持
NJUL
INNOVATOR ETFS TRUST
-$854.1K
95,489
-41%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$832.8K
13,419
建仓
PJUN
INNOVATOR ETFS TRUST
+$817.2K
23,674
增持
META
META PLATFORMS INC
+$805.9K
2,162
+97%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$798.7K
24,574
减持
EAPR
INNOVATOR ETFS TRUST
-$792.9K
151,576
-19%
增持
WMT
WALMART INC
+$786.9K
22,801
+480%
增持
LLY
ELI LILLY & CO
+$776.1K
1,220
+102%
减持
UTG
REAVES UTIL INCOME FD
-$755.0K
72,997
-7%
减持
USB
US BANCORP DEL
-$751.8K
51,100
-11%
清仓
ZHGIIX
HINES GLOBAL INCOME TRUST INC CLASS I
-$751.0K
0
-100%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$745.3K
26,307
增持
PDI
PIMCO DYNAMIC INCOME FD
+$739.2K
53,305
+349%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$733.7K
7,073
+49%
增持
XEL
XCEL ENERGY INC
+$727.7K
28,219
+158%
清仓
SHYG
ISHARES HIGH YIELD CORPORAT BOND ETF
-$715.0K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$686.3K
14,536
+28%
清仓
PYPL
PAYPAL HOLDINGS INCORPOR
-$684.0K
0
-100%
增持
AMGN
AMGEN INC
+$681.6K
3,245
+226%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$679.8K
30,267
增持
—
DIREXION SHS ETF TR
+$677.1K
88,487
+34%
清仓
MNA
INDEXIQ MERGER ARBITRAGEETF
-$673.0K
0
-100%
建仓
MUB
ISHARES TR
+$672.8K
6,253
清仓
UDEC
INNOVATOR US EQY ULTRA BUFFER ETF
-$672.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$663.2K
11,169
+1%
