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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 21
增持 79
减持 34
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
—
SCHWAB CHARLES FAMILY FD
+$8.4M
14,186,248
+144%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.9M
636,153
+6%
增持
EFV
ISHARES TR
+$2.9M
84,974
+126%
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
SCHV
SCHWAB STRATEGIC TR
+$2.4M
306,635
+2%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.4M
736,776
+3%
减持
AAPL
APPLE INC
+$2.3M
124,473
-2%
增持
PAUG
INNOVATOR ETFS TRUST
+$2.3M
70,547
+663%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
155,877
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
106,441
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.9M
251,941
+1%
增持
EMXC
ISHARES INC
+$1.7M
290,013
+7%
增持
QUAL
ISHARES TR
+$1.6M
109,579
+4%
增持
IUSB
ISHARES TR
+$1.6M
179,422
+18%
减持
MMM
3M CO
+$1.5M
44,846
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$1.5M
418,306
+0%
减持
SPYM
SPDR SER TR
-$1.5M
231,547
-13%
增持
VBR
VANGUARD INDEX FDS
+$1.5M
67,537
+2%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$1.4M
127,674
+6%
增持
USMV
ISHARES TR
+$1.4M
133,097
+4%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$1.3M
16,377
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
24,271
-1%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.2M
182,263
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.2M
295,388
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.1M
376,064
+3%
减持
CALF
PACER FDS TR
+$1.1M
454,703
-1%
增持
RUNN
STRATEGIC TRUST
+$1.1M
41,828
+317%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
16,396
-2%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.0M
1,180,566
-0%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$997.4K
110,369
+11%
减持
UJAN
INNOVATOR ETFS TRUST
-$972.8K
57,847
-32%
清仓
HEFA
ISHARES TR
-$902.3K
0
-100%
增持
DBEF
DBX ETF TR
+$890.7K
528,755
+3%
减持
SCHA
SCHWAB STRATEGIC TR
+$863.4K
217,682
-0%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$849.4K
42,832
+46%
建仓
MAXJ
ISHARES TR
+$839.0K
32,281
减持
SCHB
SCHWAB STRATEGIC TR
+$838.7K
266,889
-1%
增持
SCHF
SCHWAB STRATEGIC TR
+$820.8K
254,380
+1%
减持
BWB
BRIDGEWATER BANCSHARES INC
+$815.1K
364,670
-3%
减持
IEMG
ISHARES INC
-$761.2K
22,001
-42%
减持
NOBL
PROSHARES TR
+$719.5K
68,332
-0%
减持
IWD
ISHARES TR
+$717.7K
47,148
-0%
增持
IBB
ISHARES TR
+$711.5K
55,847
+3%
增持
TSLA
TESLA INC
+$696.7K
7,490
+17%
清仓
GXDW
GLOBAL X FDS
-$665.7K
0
-100%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$664.0K
56,854
+22%
增持
DYNF
BLACKROCK ETF TRUST
+$658.4K
122,417
+6%
减持
NVDA
NVIDIA CORPORATION
-$645.1K
133,334
-2%
增持
SFLO
VICTORY PORTFOLIOS II
+$637.3K
55,979
+69%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$628.5K
9,519
增持
SLYG
SPDR SER TR
+$595.5K
80,400
+0%
增持
UTG
REAVES UTIL INCOME FD
+$592.1K
93,988
+3%
增持
NJUL
INNOVATOR ETFS TRUST
+$577.1K
100,091
+8%
减持
ABBV
ABBVIE INC
+$576.9K
23,430
-1%
增持
VIGI
VANGUARD WHITEHALL FDS
+$557.7K
76,237
+0%
增持
—
ACCENTURE PLC IRELAND
+$557.1K
10,951
+0%
增持
BINC
BLACKROCK ETF TRUST II
+$549.3K
30,803
+46%
增持
VFLO
VICTORY PORTFOLIOS II
+$539.1K
52,163
+35%
建仓
ZJUL
INNOVATOR ETFS TRUST
+$538.0K
20,091
增持
PDP
INVESCO EXCHANGE TRADED FD T
+$529.2K
64,263
+3%
清仓
VRT
VERTIV HOLDINGS CO
-$500.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$492.4K
31,939
+1%
增持
—
LAM RESEARCH CORP
-$483.8K
1,948
+0%
清仓
ARKK
ARK ETF TR
-$465.6K
0
-100%
减持
FICO
FAIR ISAAC CORP
+$463.8K
1,347
-7%
减持
PFEB
INNOVATOR ETFS TRUST
-$432.9K
80,141
-15%
增持
TGT
TARGET CORP
+$432.0K
15,071
+16%
增持
DVY
ISHARES TR
+$429.6K
26,098
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$408.0K
97,874
+2%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$406.6K
7,683
+159%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$404.7K
6,987
+6%
增持
MCD
MCDONALDS CORP
+$403.1K
7,438
+2%
增持
IPO
RENAISSANCE CAP GREENWICH FD
+$398.8K
133,726
+1%
增持
—
DIREXION SHS ETF TR
+$387.7K
96,239
+1%
建仓
AJUL
INNOVATOR ETFS TRUST
+$384.1K
14,262
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$383.4K
158,934
+6%
增持
USB
US BANCORP DEL
+$379.4K
57,235
+2%
增持
MSFT
MICROSOFT CORP
-$373.2K
35,186
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$365.9K
53,300
+0%
增持
XEL
XCEL ENERGY INC
+$364.0K
23,717
+7%
增持
GOOGL
ALPHABET INC
-$362.6K
22,614
+0%
增持
META
META PLATFORMS INC
+$352.8K
2,655
+15%
减持
IWF
ISHARES TR
+$352.4K
48,728
-1%
增持
WMT
WALMART INC
+$351.4K
23,792
+3%
增持
MGC
VANGUARD WORLD FD
+$346.6K
29,476
+1%
减持
PJAN
INNOVATOR ETFS TRUST
-$343.6K
19,187
-32%
增持
MGV
VANGUARD WORLD FD
+$338.9K
23,615
+4%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$336.9K
0
-100%
增持
IVE
ISHARES TR
+$326.4K
18,401
+1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$325.9K
81,949
+7%
增持
MODL
VICTORY PORTFOLIOS II
+$320.5K
25,476
+39%
增持
SLYV
SPDR SER TR
+$320.1K
34,690
+1%
增持
LOUP
INNOVATOR ETFS TRUST
+$313.8K
191,245
+4%
增持
BX
BLACKSTONE INC
+$298.0K
9,173
+3%
增持
IVW
ISHARES TR
+$293.5K
81,992
+0%
增持
IVV
ISHARES TR
+$282.5K
2,973
+14%
建仓
BAUG
INNOVATOR ETFS TRUST
+$278.3K
6,506
减持
VNQ
VANGUARD INDEX FDS
+$274.6K
31,001
-5%
减持
UAPR
INNOVATOR ETFS TRUST
+$270.7K
295,547
-1%
建仓
T
AT&T INC
+$269.8K
12,262
增持
VOO
VANGUARD INDEX FDS
+$266.8K
5,529
+4%
清仓
TIP
ISHARES TR
-$262.1K
0
-100%
减持
TLT
ISHARES TR
-$259.6K
14,976
-20%
增持
ABOT
TRIMTABS ETF TR
+$258.2K
49,768
+11%
建仓
AIQ
GLOBAL X FDS
+$256.4K
6,899
建仓
CAVA
CAVA GROUP INC
+$249.6K
2,015
增持
SCHZ
SCHWAB STRATEGIC TR
+$249.2K
94,621
+2%
清仓
MU
MICRON TECHNOLOGY INC
-$244.4K
0
-100%
减持
PAPR
INNOVATOR ETFS TRUST
+$243.7K
242,598
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$239.5K
3,553
+64%
清仓
DVN
DEVON ENERGY CORP NEW
-$238.7K
0
-100%
减持
IJR
ISHARES TR
+$238.7K
23,807
-0%
建仓
GOAU
ETF SER SOLUTIONS
+$235.9K
11,069
建仓
—
TRANE TECHNOLOGIES PLC
+$232.5K
598
建仓
ZSEP
INNOVATOR ETFS TRUST
+$231.9K
9,324
建仓
BRO
BROWN & BROWN INC
+$230.6K
2,226
建仓
KR
KROGER CO
+$224.9K
3,925
清仓
TLTW
ISHARES TR
-$222.7K
0
-100%
减持
EFG
ISHARES TR
+$222.6K
46,873
-1%
增持
SCHO
SCHWAB STRATEGIC TR
+$221.8K
90,030
+3%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$221.5K
10,870
增持
JPM
JPMORGAN CHASE & CO.
+$220.5K
12,703
+5%
减持
IWO
ISHARES TR
+$220.3K
12,046
-1%
清仓
MOS
MOSAIC CO NEW
-$220.1K
0
-100%
建仓
SDY
SPDR SER TR
+$218.3K
1,537
清仓
INTC
INTEL CORP
-$218.0K
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$217.4K
1,011
建仓
TTD
THE TRADE DESK INC
+$217.1K
1,980
清仓
FANG
DIAMONDBACK ENERGY INC
-$215.0K
0
-100%
清仓
UAUG
INNOVATOR ETFS TRUST
-$213.2K
0
-100%
清仓
HEWJ
ISHARES TR
-$211.7K
0
-100%
清仓
NKE
NIKE INC
-$211.5K
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$209.9K
14,789
+0%
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$209.3K
3,322
建仓
QLD
PROSHARES TR
+$206.8K
2,054
清仓
GENZ
VANECK ETF TRUST
-$206.7K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$203.7K
9,221
增持
QQQE
DIREXION SHS ETF TR
+$195.3K
16,249
+14%
减持
HD
HOME DEPOT INC
+$192.5K
4,278
-4%
增持
CAT
CATERPILLAR INC
+$190.4K
2,478
+6%
减持
IWN
ISHARES TR
+$181.4K
12,557
-0%
增持
COST
COSTCO WHSL CORP NEW
+$179.6K
2,758
+3%
增持
VUG
VANGUARD INDEX FDS
+$177.8K
11,226
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$172.8K
24,750
-12%
增持
AMZN
AMAZON COM INC
-$166.5K
55,570
+2%
减持
KAPR
INNOVATOR ETFS TRUST
+$166.4K
145,050
-2%
增持
IWM
ISHARES TR
+$163.5K
8,871
+0%
增持
ORCL
ORACLE CORP
+$162.6K
5,099
+2%
减持
HON
HONEYWELL INTL INC
-$160.2K
4,818
-11%
增持
MBB
ISHARES TR
+$156.7K
31,535
+1%
减持
AGG
ISHARES TR
+$153.8K
45,826
-1%
