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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 26
增持 58
减持 46
清仓 20
方向
标的
Δ市值
现股数(环比)
清仓
—
SCHWAB CHARLES FAMILY FD
-$14.2M
0
-100%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$10.9M
197,879
+1979%
减持
FNDF
SCHWAB STRATEGIC TR
-$10.7M
505,404
-31%
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
RSP
INVESCO EXCHANGE TRADED FD T
-$10.5M
99,283
-36%
增持
RUNN
STRATEGIC TRUST
+$9.5M
332,828
+696%
减持
VIGI
VANGUARD WHITEHALL FDS
-$6.3M
5,794
-92%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.4M
783,411
+23%
增持
NVDA
NVIDIA CORPORATION
+$4.1M
151,301
+13%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$4.1M
106,022
+86%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$4.1M
155,433
+41%
减持
SCHO
SCHWAB STRATEGIC TR
-$3.7M
28,136
-69%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$3.7M
159,677
+25%
增持
SCHF
SCHWAB STRATEGIC TR
-$2.7M
419,350
+65%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.5M
198,576
+25%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.5M
53,534
+25%
减持
CALF
PACER FDS TR
-$2.4M
425,098
-7%
增持
AMZN
AMAZON COM INC
+$2.3M
57,758
+4%
增持
SCHG
SCHWAB STRATEGIC TR
+$2.2M
1,642,174
+293%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.2M
1,228,906
+4%
减持
VRP
INVESCO EXCH TRADED FD TR II
-$2.1M
19,773
-81%
增持
POCT
INNOVATOR ETFS TRUST
+$2.0M
57,631
+776%
减持
UJAN
INNOVATOR ETFS TRUST
-$1.9M
8,487
-85%
增持
SFLO
VICTORY PORTFOLIOS II
+$1.8M
123,008
+120%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$1.7M
17,384
增持
TSLA
TESLA INC
+$1.6M
8,818
+18%
清仓
—
LAM RESEARCH CORP
-$1.6M
0
-100%
减持
IUSB
ISHARES TR
-$1.5M
153,435
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.4M
100,323
-6%
减持
AAPL
APPLE INC
+$1.4M
121,441
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.4M
16,210
-1%
增持
QQQ
INVESCO QQQ TR
+$1.4M
33,165
+4%
建仓
LRCX
LAM RESEARCH CORP
+$1.3M
17,684
增持
LOUP
INNOVATOR ETFS TRUST
+$1.2M
193,907
+1%
减持
AVGO
BROADCOM INC
+$1.2M
21,484
-1%
增持
DVY
ISHARES TR
+$1.1M
35,305
+35%
增持
AIQ
GLOBAL X FDS
+$1.1M
34,736
+403%
增持
OBDC
BLUE OWL CAPITAL CORPORATION
+$1.1M
197,910
+50%
建仓
GPT
EA SERIES TRUST
+$970.2K
40,174
增持
EMXC
ISHARES INC
-$953.8K
302,414
+4%
减持
DTEC
ALPS ETF TR
-$953.1K
22,000
-50%
减持
IWF
ISHARES TR
+$950.3K
47,915
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$935.7K
321,819
+9%
建仓
ANET
ARISTA NETWORKS INC
+$929.8K
8,412
增持
DYNF
BLACKROCK ETF TRUST
+$906.9K
135,861
+11%
建仓
AOCT
INNOVATOR ETFS TRUST
+$890.3K
35,812
增持
QUAL
ISHARES TR
+$760.5K
114,600
+5%
增持
IBB
ISHARES TR
-$747.5K
55,850
+0%
减持
SAA
PROSHARES TR
-$706.8K
245,000
-6%
增持
PDEC
INNOVATOR ETFS TRUST
+$694.3K
38,317
+89%
减持
BAPR
INNOVATOR ETFS TRUST
-$677.1K
11,098
-59%
建仓
GLDM
WORLD GOLD TR
+$669.4K
12,876
增持
MODL
VICTORY PORTFOLIOS II
+$631.6K
40,638
+60%
增持
SPY
SPDR S&P 500 ETF TR
+$630.2K
5,593
+21%
增持
SCHV
SCHWAB STRATEGIC TR
-$581.6K
923,003
+201%
增持
VFLO
VICTORY PORTFOLIOS II
+$576.5K
67,864
+30%
增持
SCHD
SCHWAB STRATEGIC TR
-$564.7K
758,852
+201%
增持
SPYG
SPDR SER TR
+$562.3K
18,049
+46%
增持
NOCT
INNOVATOR ETFS TRUST
+$559.1K
15,874
+210%
减持
ABBV
ABBVIE INC
-$558.9K
22,892
-2%
建仓
SMAX
ISHARES TR
+$554.5K
22,003
增持
ESGV
VANGUARD WORLD FD
+$525.7K
19,754
+30%
减持
GOOGL
ALPHABET INC
+$521.5K
22,567
-0%
增持
SOFI
SOFI TECHNOLOGIES INC
+$519.0K
63,065
+10%
增持
TTD
THE TRADE DESK INC
+$511.5K
6,199
+213%
清仓
—
ARISTA NETWORKS INC
-$503.6K
0
-100%
增持
SCHZ
SCHWAB STRATEGIC TR
+$492.0K
219,751
+132%
增持
ISRG
INTUITIVE SURGICAL INC
+$485.2K
2,156
+65%
减持
APP
APPLOVIN CORP
+$475.1K
2,531
-4%
减持
NAPR
INNOVATOR ETFS TRUST
-$473.9K
97,786
-12%
增持
NFLX
NETFLIX INC
+$468.3K
1,209
+41%
增持
SCHR
SCHWAB STRATEGIC TR
+$465.8K
802,581
+113%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$460.0K
23,630
-3%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$452.7K
42,966
+73%
增持
JPM
JPMORGAN CHASE & CO.
+$444.1K
13,027
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$441.0K
6,294
-14%
减持
COWZ
PACER FDS TR
-$432.9K
18,016
-28%
增持
SCHB
SCHWAB STRATEGIC TR
+$431.1K
801,083
+200%
减持
MMM
3M CO
-$413.6K
44,286
-1%
减持
WFC
WELLS FARGO CO NEW
+$406.4K
30,277
-1%
建仓
ZDEK
INNOVATOR ETFS TRUST
+$405.7K
16,990
增持
PFE
PFIZER INC
-$400.3K
60,960
+140%
减持
—
DIREXION SHS ETF TR
+$394.2K
93,614
-3%
建仓
U
UNITY SOFTWARE INC
+$393.5K
17,511
建仓
LAZ
LAZARD INC
+$390.7K
7,590
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$390.0K
5,099
+44%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$388.9K
13,890
+4%
建仓
BLK
BLACKROCK INC
+$387.4K
378
清仓
—
BLACKROCK INC
-$377.4K
0
-100%
建仓
MSTR
MICROSTRATEGY INC
+$375.9K
1,298
增持
ABLD
TRIMTABS ETF TR
+$370.8K
62,958
+42%
减持
BWB
BRIDGEWATER BANCSHARES INC
-$366.7K
355,341
-3%
增持
NOBL
PROSHARES TR
-$365.4K
69,611
+2%
减持
HDEF
DBX ETF TR
-$362.7K
74,105
-8%
减持
PAPR
INNOVATOR ETFS TRUST
-$361.7K
227,695
-6%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$360.8K
100,541
+3%
减持
THW
ABRDN WORLD HEALTHCARE FUND
-$343.9K
16,222
-59%
增持
VGT
VANGUARD WORLD FD
+$337.1K
2,482
+21%
减持
MSFT
MICROSOFT CORP
-$336.0K
35,124
-0%
增持
VOO
VANGUARD INDEX FDS
+$335.3K
6,037
+9%
增持
ABOT
TRIMTABS ETF TR
+$332.7K
55,399
+11%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$330.0K
6,221
建仓
NDEC
INNOVATOR ETFS TRUST
+$329.2K
13,493
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$324.8K
23,603
-21%
建仓
QTUM
ETF SER SOLUTIONS
+$320.6K
3,951
增持
META
META PLATFORMS INC
+$314.4K
3,133
+18%
建仓
SNDR
SCHNEIDER NATIONAL INC
+$313.2K
10,698
减持
GOOG
ALPHABET INC
+$306.4K
13,490
-0%
清仓
GD
GENERAL DYNAMICS CORP
-$297.5K
0
-100%
减持
IQLT
ISHARES TR
-$297.2K
47,353
-4%
减持
VUG
VANGUARD INDEX FDS
+$293.3K
11,216
-0%
清仓
GHI
GREYSTONE HOUSING IMPACT INV
-$291.0K
0
-100%
增持
XEL
XCEL ENERGY INC
+$290.8K
27,244
+15%
建仓
UPST
UPSTART HLDGS INC
+$290.5K
4,718
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$290.2K
848
减持
JNJ
JOHNSON & JOHNSON
-$287.2K
7,991
-10%
清仓
GIGB
GOLDMAN SACHS ETF TR
-$283.5K
0
-100%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$283.5K
1,347
减持
—
MEDTRONIC PLC
-$282.3K
18,255
-6%
清仓
PBW
INVESCO EXCHANGE TRADED FD T
-$281.3K
0
-100%
清仓
BMAR
INNOVATOR ETFS TRUST
-$276.7K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$273.0K
52,000
-2%
清仓
PSX
PHILLIPS 66
-$269.1K
0
-100%
增持
TGT
TARGET CORP
-$266.8K
15,403
+2%
建仓
TPG
TPG INC
+$264.2K
4,205
建仓
NNOV
INNOVATOR ETFS TRUST
+$252.0K
9,764
清仓
BJUN
INNOVATOR ETFS TRUST
-$245.7K
0
-100%
清仓
FCX
FREEPORT-MCMORAN INC
-$243.6K
0
-100%
清仓
TIPX
SPDR SER TR
-$243.0K
0
-100%
清仓
WPC
WP CAREY INC
-$241.7K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$240.1K
404
建仓
MS
MORGAN STANLEY
+$239.1K
1,902
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$238.1K
63,878
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$238.1K
1,020
-19%
建仓
FTNT
FORTINET INC
+$236.5K
2,503
清仓
AAPR
INNOVATOR ETFS TRUST
-$235.3K
0
-100%
清仓
PFFA
ETFIS SER TR I
-$233.4K
0
-100%
减持
AMGN
AMGEN INC
-$228.1K
3,166
-3%
减持
AGG
ISHARES TR
-$225.8K
45,562
-1%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$225.3K
85,894
-4%
清仓
BP
BP PLC
-$224.3K
0
-100%
减持
PFEB
INNOVATOR ETFS TRUST
-$224.3K
72,391
-10%
清仓
ENTG
ENTEGRIS INC
-$222.6K
0
-100%
建仓
—
MAG SILVER CORP
+$222.0K
16,323
清仓
ABXB
TRIMTABS ETF TR
-$220.1K
0
-100%
增持
IWD
ISHARES TR
-$219.9K
47,150
+0%
减持
SDG
ISHARES TR
-$218.2K
3,352
-38%
增持
EFG
ISHARES TR
-$218.0K
49,859
+6%
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$217.4K
0
-100%
减持
WMT
WALMART INC
+$215.0K
23,644
-1%
建仓
AAON
AAON INC
+$212.8K
1,808
