小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 22
增持 67
减持 50
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$21.4M
598,742
+344%
建仓
BBUS
J P MORGAN EXCHANGE TRADED F
+$11.9M
120,905
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$9.0M
289,430
-34%
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。
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$8.3M
88,888
-67%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$7.5M
99,638
减持
FNDF
SCHWAB STRATEGIC TR
-$7.2M
717,692
-21%
减持
SCHO
SCHWAB STRATEGIC TR
-$7.2M
87,012
-63%
减持
SCHD
SCHWAB STRATEGIC TR
-$6.8M
248,841
-23%
减持
FNDX
SCHWAB STRATEGIC TR
-$6.4M
177,534
-35%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$6.2M
75,941
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.0M
150,394
+253%
减持
AAPL
APPLE INC
+$4.9M
126,562
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$4.8M
417,313
+4%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
136,290
+924%
减持
HDEF
DBX ETF TR
-$4.3M
84,318
-67%
建仓
JTEK
J P MORGAN EXCHANGE TRADED F
+$3.2M
46,790
减持
SCHV
SCHWAB STRATEGIC TR
-$3.1M
299,895
-10%
增持
IVW
ISHARES TR
+$3.0M
81,664
+53%
减持
CALF
PACER FDS TR
-$2.8M
459,609
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$2.5M
250,894
+37%
增持
PAPR
INNOVATOR ETFS TRUST
+$2.4M
244,526
+34%
增持
EMXC
ISHARES INC
+$2.2M
269,951
+13%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.2M
1,184,398
+3%
增持
QQQ
INVESCO QQQ TR
+$2.1M
31,508
+8%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.9M
366,730
+13%
减持
SPYM
SPDR SER TR
-$1.9M
267,607
-13%
增持
EFG
ISHARES TR
+$1.9M
47,148
+66%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.4M
156,737
-2%
增持
AMZN
AMAZON COM INC
+$1.4M
54,441
+7%
增持
USMV
ISHARES TR
+$1.4M
128,569
+14%
增持
MSFT
MICROSOFT CORP
+$1.3M
34,710
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
103,750
+8%
减持
EFV
ISHARES TR
-$1.3M
37,535
-37%
建仓
VFLO
VICTORY PORTFOLIOS II
+$1.2M
38,744
减持
IWF
ISHARES TR
+$1.2M
49,214
-1%
减持
COWZ
PACER FDS TR
-$1.2M
28,884
-39%
增持
DBEF
DBX ETF TR
+$1.1M
514,662
+4%
增持
IEMG
ISHARES INC
+$1.1M
37,816
+102%
增持
IYW
ISHARES TR
+$1.0M
23,313
+26%
增持
VTI
VANGUARD INDEX FDS
+$925.5K
6,142
+122%
建仓
SFLO
VICTORY PORTFOLIOS II
+$861.3K
33,037
增持
ABOT
TRIMTABS ETF TR
+$823.2K
44,809
+131%
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$817.7K
62,401
+17%
增持
BAPR
INNOVATOR ETFS TRUST
+$813.3K
29,057
+197%
增持
GOOGL
ALPHABET INC
+$812.8K
22,581
+3%
减持
UJAN
INNOVATOR ETFS TRUST
-$742.0K
85,527
-21%
增持
ABLD
TRIMTABS ETF TR
+$717.1K
42,255
+133%
增持
SCHB
SCHWAB STRATEGIC TR
+$677.4K
269,044
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$655.8K
218,067
-2%
建仓
SOLV
SOLVENTUM CORP
+$615.9K
11,647
清仓
IXC
ISHARES TR
-$615.2K
0
-100%
增持
ESGV
VANGUARD WORLD FD
+$612.0K
15,181
+66%
增持
NAPR
INNOVATOR ETFS TRUST
+$608.7K
111,649
+8%
增持
QQQE
DIREXION SHS ETF TR
+$603.8K
14,316
+92%
减持
AVGO
BROADCOM INC
+$590.1K
2,253
-1%
减持
QUAL
ISHARES TR
-$586.1K
105,510
-7%
减持
HEFA
ISHARES TR
-$553.0K
25,377
-39%
减持
PFEB
INNOVATOR ETFS TRUST
-$538.1K
94,540
-16%
减持
PSTP
INNOVATOR ETFS TRUST
-$537.5K
19,681
-49%
增持
UTG
REAVES UTIL INCOME FD
+$523.7K
91,204
+25%
建仓
NFLX
NETFLIX INC
+$521.7K
773
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$515.9K
76,456
-13%
建仓
VRT
VERTIV HOLDINGS CO
+$500.0K
5,776
增持
SPY
SPDR S&P 500 ETF TR
+$490.2K
4,760
+19%
增持
GOOG
ALPHABET INC
+$483.4K
12,496
+5%
增持
—
SCHWAB CHARLES FAMILY FD
+$477.9K
5,818,358
+9%
减持
TGT
TARGET CORP
-$450.6K
12,949
-3%
增持
—
ACCENTURE PLC IRELAND
-$433.0K
10,922
+1%
增持
DYNF
BLACKROCK ETF TRUST
+$432.5K
114,988
+3%
增持
UAPR
INNOVATOR ETFS TRUST
+$425.8K
298,045
+2%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$423.3K
106,380
+19%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$418.6K
53,234
-7%
减持
CSCO
CISCO SYS INC
-$413.8K
27,853
-20%
增持
IWB
ISHARES TR
+$412.2K
2,608
+106%
减持
IQLT
ISHARES TR
-$404.4K
50,031
-16%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$398.8K
24,437
-1%
增持
VGT
VANGUARD WORLD FD
+$390.5K
1,852
+43%
减持
IPO
RENAISSANCE CAP GREENWICH FD
-$389.9K
132,359
-4%
增持
VOO
VANGUARD INDEX FDS
+$384.4K
5,300
+12%
增持
DTEC
ALPS ETF TR
+$379.4K
43,686
+30%
增持
MMM
3M CO
+$366.0K
45,248
+13%
增持
PANW
PALO ALTO NETWORKS INC
+$334.5K
3,843
+13%
减持
XEL
XCEL ENERGY INC
-$332.0K
22,181
-21%
增持
COST
COSTCO WHSL CORP NEW
+$326.6K
2,665
+1%
减持
ABBV
ABBVIE INC
-$323.7K
23,612
-2%
清仓
COIN
COINBASE GLOBAL INC
-$321.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$320.8K
16,780
+1%
增持
IBB
ISHARES TR
+$314.0K
54,057
+4%
增持
SPYG
SPDR SER TR
+$313.9K
11,363
+39%
建仓
RUNN
STRATEGIC TRUST
+$306.4K
10,036
减持
VUG
VANGUARD INDEX FDS
+$288.0K
11,049
-1%
减持
SCHE
SCHWAB STRATEGIC TR
-$285.6K
47,765
-22%
清仓
SHW
SHERWIN WILLIAMS CO
-$284.1K
0
-100%
减持
NULV
NUSHARES ETF TR
-$281.2K
19,664
-25%
建仓
VXUS
VANGUARD STAR FDS
+$280.6K
4,654
建仓
GIGB
GOLDMAN SACHS ETF TR
+$272.1K
6,014
增持
ADBE
ADOBE INC
+$270.8K
2,573
+12%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$269.3K
41,003
+13%
增持
VBR
VANGUARD INDEX FDS
-$268.3K
66,159
+3%
减持
SLYG
SPDR SER TR
-$252.3K
80,254
-2%
减持
JNJ
JOHNSON & JOHNSON
-$250.1K
9,627
-8%
减持
BWB
BRIDGEWATER BANCSHARES INC
-$249.9K
374,870
-5%
清仓
DG
DOLLAR GEN CORP NEW
-$246.7K
0
-100%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$244.5K
633
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$243.8K
8,113
+96%
清仓
CVS
CVS HEALTH CORP
-$243.4K
0
-100%
减持
IJR
ISHARES TR
-$243.2K
23,868
-5%
建仓
AEM
AGNICO EAGLE MINES LTD
+$237.9K
3,638
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$236.8K
2,963
建仓
BJUN
INNOVATOR ETFS TRUST
+$235.9K
6,036
减持
IWD
ISHARES TR
-$231.0K
47,177
-0%
增持
—
DIREXION SHS ETF TR
+$227.6K
95,093
+7%
建仓
AAPR
INNOVATOR ETFS TRUST
+$226.9K
8,973
清仓
SLB
SCHLUMBERGER LTD
-$224.5K
0
-100%
清仓
DIS
DISNEY WALT CO
-$222.2K
0
-100%
减持
FICO
FAIR ISAAC CORP
+$220.9K
1,447
-6%
建仓
APP
APPLOVIN CORP
+$219.6K
2,639
清仓
USAC
USA COMPRESSION PARTNERS LP
-$219.4K
0
-100%
减持
MCD
MCDONALDS CORP
-$218.5K
7,306
-1%
减持
ARKK
ARK ETF TR
-$217.3K
10,594
-22%
清仓
KR
KROGER CO
-$215.0K
0
-100%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$214.4K
3,422
清仓
CSX
CSX CORP
-$213.1K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$210.6K
6,592
-7%
减持
MGC
VANGUARD WORLD FD
+$209.4K
29,116
-2%
建仓
UFOX
ETF SER SOLUTIONS
+$209.3K
5,008
建仓
BKNG
BOOKING HOLDINGS INC
+$206.2K
52
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$206.1K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$205.1K
14,088
-2%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$203.6K
2,525
增持
WMT
WALMART INC
+$197.9K
23,184
+2%
增持
IVV
ISHARES TR
+$197.4K
2,618
+11%
减持
—
MEDTRONIC PLC
-$195.5K
21,228
-1%
增持
CAT
CATERPILLAR INC
+$194.6K
2,338
+47%
增持
WFC
WELLS FARGO CO NEW
+$194.3K
31,394
+9%
减持
KVUE
KENVUE INC
-$186.0K
17,301
-26%
增持
MODL
VICTORY PORTFOLIOS II
+$183.4K
18,276
+31%
增持
HON
HONEYWELL INTL INC
+$182.2K
5,414
+14%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$173.4K
2,172
+45%
增持
JPM
JPMORGAN CHASE & CO.
+$173.2K
12,153
+7%
增持
HD
HOME DEPOT INC
-$172.1K
4,477
+0%
减持
—
LAM RESEARCH CORP
+$168.9K
1,947
-1%
增持
LOUP
INNOVATOR ETFS TRUST
+$168.0K
184,691
+2%
增持
LLY
ELI LILLY & CO
+$165.6K
1,231
+1%
减持
TSLA
TESLA INC
-$154.5K
6,382
-21%
增持
—
EXXON MOBIL CORP
+$152.8K
11,022
+15%
减持
EMB
ISHARES TR
-$152.3K
5,867
-22%
增持
EAPR
INNOVATOR ETFS TRUST
+$148.0K
152,931
+1%
增持
SMH
VANECK ETF TRUST
+$147.9K
2,976
+7%
增持
EMNT
PIMCO ETF TR
+$146.3K
5,172
+40%
