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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 30
增持 70
减持 36
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$12.9M
295,440
+85%
减持
CALF
PACER FDS TR
-$12.9M
155,393
-63%
减持
QUAL
ISHARES TR
-$7.6M
75,141
-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
NJUL
INNOVATOR ETFS TRUST
-$5.5M
11,033
-89%
增持
NJAN
INNOVATOR ETFS TRUST
+$5.0M
112,820
+2378%
建仓
JMEE
J P MORGAN EXCHANGE TRADED F
+$5.0M
88,812
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.8M
118,550
+402%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.8M
1,636,452
-0%
增持
SFLO
VICTORY PORTFOLIOS II
+$4.3M
308,348
+151%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$3.7M
165,813
+90%
增持
NVDA
NVIDIA CORPORATION
-$3.2M
157,507
+4%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$3.1M
833,877
+6%
增持
RUNN
STRATEGIC TRUST
+$3.0M
428,642
+29%
增持
AAPL
APPLE INC
-$2.9M
123,671
+2%
减持
USMV
ISHARES TR
-$2.8M
97,436
-28%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.3M
528,150
+5%
减持
IWF
ISHARES TR
-$2.2M
47,261
-1%
减持
SPYM
SPDR SER TR
-$2.1M
204,649
-9%
减持
EFG
ISHARES TR
-$2.0M
27,846
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.0M
23,914
+1%
建仓
XTEN
BONDBLOXX ETF TRUST
+$2.0M
42,740
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.8M
209,906
+6%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
37,804
增持
DBEF
DBX ETF TR
+$1.6M
548,436
+3%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.5M
845,574
+5%
增持
MSFT
MICROSOFT CORP
-$1.5M
35,415
+1%
减持
AVGO
BROADCOM INC
-$1.4M
21,431
-0%
增持
IVE
ISHARES TR
+$1.4M
26,115
+38%
减持
—
ACCENTURE PLC IRELAND
-$1.4M
7,997
-27%
增持
LOUP
INNOVATOR ETFS TRUST
-$1.3M
198,851
+3%
减持
ESGV
VANGUARD WORLD FD
-$1.3M
7,841
-60%
清仓
TLT
ISHARES TR
-$1.3M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.2M
60,257
+4%
增持
QQQ
INVESCO QQQ TR
-$1.1M
33,783
+2%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.1M
433,479
-0%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
779,311
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$986.9K
106,362
+6%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$957.5K
20,766
增持
MMM
3M CO
+$956.8K
45,443
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$943.1K
439,895
+5%
增持
IEMG
ISHARES INC
+$899.5K
38,421
+71%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$894.6K
308,358
-4%
增持
SCHB
SCHWAB STRATEGIC TR
-$845.8K
805,334
+1%
增持
GLDM
WORLD GOLD TR
+$840.3K
24,394
+89%
建仓
HEFA
ISHARES TR
+$819.6K
22,585
增持
SCHV
SCHWAB STRATEGIC TR
+$777.7K
934,553
+1%
建仓
GFLW
VICTORY PORTFOLIOS II
+$777.2K
35,811
增持
ABBV
ABBVIE INC
+$756.4K
23,026
+1%
建仓
TJAN
INNOVATOR ETFS TRUST
+$747.9K
29,562
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$746.6K
69,024
-20%
增持
VBR
VANGUARD INDEX FDS
-$726.7K
68,237
+1%
减持
SLYG
SPDR SER TR
-$702.8K
84,173
-1%
清仓
EMNT
PIMCO ETF TR
-$656.5K
0
-100%
清仓
IFRA
ISHARES TR
-$653.7K
0
-100%
增持
GOOGL
ALPHABET INC
-$625.0K
23,584
+5%
增持
—
DIREXION SHS ETF TR
-$588.3K
95,054
+2%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$569.5K
1,242,010
+1%
增持
IVW
ISHARES TR
-$536.0K
80,413
+2%
增持
IPO
RENAISSANCE CAP GREENWICH FD
-$534.3K
137,380
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$524.7K
104,910
+4%
增持
TSLA
TESLA INC
-$505.0K
11,793
+34%
减持
PAPR
INNOVATOR ETFS TRUST
-$495.8K
220,455
-3%
增持
MODL
VICTORY PORTFOLIOS II
+$481.6K
54,520
+34%
减持
GOOG
ALPHABET INC
-$475.6K
13,399
-1%
减持
VUG
VANGUARD INDEX FDS
-$474.5K
11,135
-1%
增持
TGT
TARGET CORP
-$467.7K
15,470
+0%
建仓
ZJAN
INNOVATOR ETFS TRUST
+$467.4K
18,323
减持
IWO
ISHARES TR
-$436.7K
11,688
-2%
清仓
ESGE
ISHARES INC
-$408.8K
0
-100%
增持
BALL
BALL CORP
-$404.8K
132,392
+0%
建仓
BALT
INNOVATOR ETFS TRUST
+$397.4K
12,665
增持
CSCO
CISCO SYS INC
+$393.8K
28,393
+24%
增持
VNQ
VANGUARD INDEX FDS
+$383.6K
35,775
+12%
增持
TTD
THE TRADE DESK INC
-$381.2K
6,349
+2%
建仓
HIMS
HIMS & HERS HEALTH INC
+$380.6K
12,881
增持
NFLX
NETFLIX INC
+$367.8K
1,550
+28%
增持
EMXC
ISHARES INC
+$361.7K
310,956
+3%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$353.0K
14,022
-33%
减持
UAPR
INNOVATOR ETFS TRUST
-$350.4K
282,955
-1%
减持
USB
US BANCORP DEL
-$341.0K
56,461
-1%
增持
IYW
ISHARES TR
-$338.7K
21,903
+2%
增持
META
META PLATFORMS INC
+$336.6K
3,767
+20%
增持
VGT
VANGUARD WORLD FD
+$331.6K
3,457
+39%
减持
SLYV
SPDR SER TR
-$323.0K
34,135
-1%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$317.1K
98,599
-1%
增持
PDP
INVESCO EXCHANGE TRADED FD T
-$314.9K
65,603
+3%
增持
VFLO
VICTORY PORTFOLIOS II
+$306.9K
76,440
+13%
增持
UNH
UNITEDHEALTH GROUP INC
+$302.5K
16,234
+0%
减持
KAPR
INNOVATOR ETFS TRUST
-$302.0K
139,496
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$297.6K
6,902
+7%
建仓
UFEB
INNOVATOR ETFS TRUST
+$293.1K
9,048
增持
PDEC
INNOVATOR ETFS TRUST
+$291.9K
46,917
+22%
建仓
CGMM
CAPITAL GROUP EQUITY ETF TR
+$290.3K
12,150
减持
ANET
ARISTA NETWORKS INC
-$290.3K
8,254
-2%
增持
VXUS
VANGUARD STAR FDS
+$287.4K
8,960
+96%
减持
NOW
SERVICENOW INC
-$287.2K
622
-16%
清仓
BAUG
INNOVATOR ETFS TRUST
-$283.6K
0
-100%
增持
BX
BLACKSTONE INC
-$281.6K
9,044
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$280.7K
561,241
+2%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$277.9K
910
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$277.2K
123,529
+17%
建仓
INTC
INTEL CORP
+$275.5K
12,130
减持
NAPR
INNOVATOR ETFS TRUST
-$274.9K
97,544
-0%
清仓
BBY
BEST BUY INC
-$274.2K
0
-100%
减持
IJR
ISHARES TR
-$270.4K
23,228
-1%
增持
VOO
VANGUARD INDEX FDS
+$262.4K
6,840
+13%
建仓
CME
CME GROUP INC
+$260.1K
980
减持
AMD
ADVANCED MICRO DEVICES INC
-$256.9K
4,899
-22%
增持
CVX
CHEVRON CORP NEW
+$256.6K
9,228
+4%
增持
MRVL
MARVELL TECHNOLOGY INC
-$252.0K
5,180
+0%
建仓
DIS
DISNEY WALT CO
+$251.3K
2,546
减持
FICO
FAIR ISAAC CORP
-$251.2K
1,318
-2%
增持
IUSB
ISHARES TR
+$251.1K
155,954
+2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$247.5K
167,330
+8%
减持
MBB
ISHARES TR
-$244.7K
28,575
-10%
建仓
ONEQ
FIDELITY COMWLTH TR
+$242.3K
3,559
清仓
HUBB
HUBBELL INC
-$239.6K
0
-100%
减持
EFV
ISHARES TR
-$237.4K
75,675
-15%
清仓
ESGU
ISHARES TR
-$236.8K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$235.9K
3,014
建仓
TGTX
TG THERAPEUTICS INC
+$234.9K
5,958
增持
MGC
VANGUARD WORLD FD
-$234.5K
29,312
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$225.4K
11,865
+91%
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$223.7K
0
-100%
增持
V
VISA INC
+$221.4K
4,973
+3%
建仓
BP
BP PLC
+$220.9K
6,538
建仓
GD
GENERAL DYNAMICS CORP
+$220.4K
809
建仓
FCX
FREEPORT-MCMORAN INC
+$218.6K
5,774
清仓
QLD
PROSHARES TR
-$216.5K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$216.2K
6,246
+12%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$215.1K
1,968
清仓
AAON
AAON INC
-$212.8K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$212.2K
50,485
-6%
增持
—
MEDTRONIC PLC
+$211.5K
18,581
+2%
建仓
SBUX
STARBUCKS CORP
+$210.1K
2,142
建仓
SLB
SCHLUMBERGER LTD
+$209.8K
5,019
清仓
BLOK
AMPLIFY ETF TR
-$209.6K
0
-100%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$209.0K
53,040
+23%
增持
SCHZ
SCHWAB STRATEGIC TR
+$207.6K
224,349
+2%
清仓
FINX
GLOBAL X FDS
-$207.0K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$206.5K
426
建仓
CPNG
COUPANG INC
+$206.4K
9,412
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$204.5K
3,372
增持
VTI
VANGUARD INDEX FDS
+$204.4K
7,485
+17%
清仓
SDY
SPDR SER TR
-$203.6K
0
-100%
建仓
EWJ
ISHARES INC
+$201.9K
2,945
增持
IWM
ISHARES TR
-$201.3K
9,604
+0%
建仓
PBW
INVESCO EXCHANGE TRADED FD T
+$198.9K
12,634
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$194.0K
68,864
-8%
减持
PAUG
INNOVATOR ETFS TRUST
-$192.1K
63,664
-6%
