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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 31
增持 57
减持 49
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
DYNF
BLACKROCK ETF TRUST
+$9.0M
280,418
+101%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$8.2M
199,877
+715%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$7.3M
33,742
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。
+605%
减持
—
DIREXION SHS ETF TR
-$5.9M
7,567
-92%
减持
AAPL
APPLE INC
+$5.8M
121,208
-1%
增持
MTUM
ISHARES TR
+$5.6M
23,369
+1496%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$5.1M
745,141
-14%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$4.9M
337,120
+5%
增持
NVDA
NVIDIA CORPORATION
+$4.8M
158,386
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$4.6M
131,578
-41%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.5M
621,243
+38%
减持
USMV
ISHARES TR
-$4.2M
50,980
-47%
建仓
VBIL
VANGUARD INSTL INDEX FD
+$3.4M
45,225
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$3.1M
103,841
+91%
减持
SCHG
SCHWAB STRATEGIC TR
+$2.8M
1,585,803
-3%
增持
EMXC
ISHARES INC
+$2.7M
303,933
+7%
减持
EFG
ISHARES TR
-$2.6M
4,812
-83%
减持
DBEF
DBX ETF TR
-$2.5M
481,460
-15%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.3M
50,681
-1%
减持
IYW
ISHARES TR
-$2.1M
6,239
-68%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$2.1M
234,736
+9%
增持
TSLA
TESLA INC
+$2.1M
13,936
+7%
减持
IWF
ISHARES TR
+$2.0M
46,979
-0%
减持
LOUP
INNOVATOR ETFS TRUST
+$2.0M
195,886
-2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.0M
179,856
+4%
增持
BAI
BLACKROCK ETF TRUST
+$1.9M
88,708
+132%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.8M
1,248,745
-0%
增持
QQQ
INVESCO QQQ TR
+$1.7M
34,772
+0%
减持
IUSB
ISHARES TR
-$1.6M
88,435
-29%
减持
EFV
ISHARES TR
-$1.6M
79,808
-28%
减持
GOOGL
ALPHABET INC
+$1.6M
23,945
-1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.5M
113,347
+39%
增持
MSFT
MICROSOFT CORP
+$1.5M
36,760
+4%
减持
SFLO
VICTORY PORTFOLIOS II
-$1.5M
389,867
-20%
减持
SCHB
SCHWAB STRATEGIC TR
+$1.4M
809,927
-1%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$1.4M
113,990
+16%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$1.4M
132,051
+4%
增持
AVGO
BROADCOM INC
+$1.4M
22,182
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.3M
96,523
-11%
建仓
SHLD
GLOBAL X FDS
+$1.3M
18,881
减持
SCHV
SCHWAB STRATEGIC TR
+$1.3M
942,448
-0%
增持
GOOG
ALPHABET INC
+$1.3M
15,175
+13%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.3M
16,952
减持
ABOT
ABACUS FCF ETF TR
-$1.3M
20,391
-62%
减持
QUAL
ISHARES TR
-$1.2M
60,547
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.2M
19,266
+10%
增持
ABBV
ABBVIE INC
+$1.2M
23,145
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.2M
903,971
+5%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$1.1M
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.0M
565,223
+0%
减持
FICO
FAIR ISAAC CORP
-$960.3K
956
-27%
建仓
WTAI
WISDOMTREE TR
+$956.6K
33,493
减持
IBB
ISHARES TR
+$942.4K
57,406
-1%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$941.2K
118,689
减持
FNDF
SCHWAB STRATEGIC TR
+$895.7K
496,127
-3%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$889.3K
264,591
+8%
建仓
CRWV
COREWEAVE INC
+$873.1K
6,380
增持
META
META PLATFORMS INC
+$854.3K
5,460
+28%
增持
GLDM
WORLD GOLD TR
+$812.1K
25,910
+45%
建仓
OKLO
OKLO INC
+$781.4K
7,000
减持
VBR
VANGUARD INDEX FDS
+$735.8K
69,035
-2%
减持
SCHA
SCHWAB STRATEGIC TR
+$699.4K
403,051
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$685.9K
16,530
+6%
增持
GFLW
VICTORY PORTFOLIOS II
+$682.1K
98,199
+21%
增持
VUG
VANGUARD INDEX FDS
+$681.2K
10,174
+6%
减持
MMM
3M CO
-$677.7K
40,148
-12%
减持
IQLT
ISHARES TR
-$668.7K
27,544
-37%
建仓
JOBY
JOBY AVIATION INC
+$658.6K
40,803
增持
VEA
VANGUARD TAX-MANAGED FDS
+$657.6K
117,724
+5%
减持
IPO
RENAISSANCE CAP GREENWICH FD
+$623.8K
136,496
-0%
增持
XEL
XCEL ENERGY INC
+$610.1K
30,774
+12%
增持
VGT
VANGUARD WORLD FD
+$604.0K
4,129
+10%
建仓
HOLA
J P MORGAN EXCHANGE TRADED F
+$600.5K
11,645
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$598.5K
69,360
+36%
增持
VOO
VANGUARD INDEX FDS
+$597.7K
8,277
+5%
建仓
—
IREN LIMITED
+$587.9K
12,527
减持
LRCX
LAM RESEARCH CORP
+$586.1K
17,282
-3%
减持
MGC
VANGUARD WORLD FD
+$554.8K
29,066
-0%
建仓
QRVO
QORVO INC
+$550.4K
6,043
减持
BWB
BRIDGEWATER BANCSHARES INC
+$541.8K
352,391
-1%
减持
AGG
ISHARES TR
-$527.1K
36,298
-14%
增持
MODL
VICTORY PORTFOLIOS II
+$526.7K
71,742
+11%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$496.5K
183,880
+6%
减持
IEMG
ISHARES INC
-$493.8K
61,809
-19%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$487.9K
304,484
+2%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$468.8K
9,027
建仓
ETHA
ISHARES ETHEREUM TR
+$467.2K
14,826
增持
WFC
WELLS FARGO CO NEW
+$461.0K
33,804
+14%
清仓
DSTL
ETF SER SOLUTIONS
-$455.7K
0
-100%
增持
RUNN
STRATEGIC TRUST
+$454.5K
449,945
+2%
建仓
RGTI
RIGETTI COMPUTING INC
+$441.5K
14,821
减持
IWD
ISHARES TR
+$439.0K
47,144
-0%
减持
—
ACCENTURE PLC IRELAND
-$420.3K
7,980
-0%
清仓
NFEB
INNOVATOR ETFS TRUST
-$409.8K
0
-100%
增持
SPYG
SPDR SERIES TRUST
+$405.8K
24,115
+9%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$402.0K
2,661
减持
IWO
ISHARES TR
+$396.0K
11,678
-0%
增持
QTUM
ETF SER SOLUTIONS
+$394.8K
7,790
+69%
减持
JSCP
J P MORGAN EXCHANGE TRADED F
-$386.5K
59,924
-12%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$385.7K
76,402
+17%
清仓
PFF
ISHARES TR
-$383.3K
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T
-$379.4K
0
-100%
增持
NJUL
INNOVATOR ETFS TRUST
+$371.6K
10,249
+95%
减持
ADBE
ADOBE INC
-$370.8K
1,513
-35%
增持
ORCL
ORACLE CORP
+$366.7K
5,381
+3%
建仓
IONQ
IONQ INC
+$357.7K
5,817
增持
ANET
ARISTA NETWORKS INC
+$356.9K
8,196
+0%
建仓
NAUG
INNOVATOR ETFS TRUST
+$356.7K
12,318
减持
PDP
INVESCO EXCHANGE TRADED FD T
+$352.2K
60,489
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$351.9K
38,452
+20%
减持
ISRG
INTUITIVE SURGICAL INC
-$338.6K
1,876
-13%
减持
UTG
REAVES UTIL INCOME FD
-$331.0K
81,375
-17%
增持
LLY
ELI LILLY & CO
+$324.9K
1,846
+33%
清仓
NDEC
INNOVATOR ETFS TRUST
-$322.1K
0
-100%
建仓
SSK
ETF OPPORTUNITIES TRUST
+$318.5K
9,952
建仓
CIFR
CIPHER MINING INC
+$311.7K
24,757
增持
AIQ
GLOBAL X FDS
+$310.4K
40,745
+5%
清仓
FSK
FS KKR CAP CORP
-$303.9K
0
-100%
建仓
PAAS
PAN AMERN SILVER CORP
+$303.7K
7,842
建仓
TJUL
INNOVATOR ETFS TRUST
+$295.5K
10,092
增持
HIMS
HIMS & HERS HEALTH INC
+$292.8K
20,467
+18%
减持
SLYV
SPDR SERIES TRUST
+$285.8K
33,594
-0%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$279.9K
2,488
建仓
BALT
INNOVATOR ETFS TRUST
+$278.4K
8,482
清仓
BFEB
INNOVATOR ETFS TRUST
-$272.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$269.3K
6,038
-1%
建仓
NSEP
INNOVATOR ETFS TRUST
+$262.9K
9,169
增持
VBK
VANGUARD INDEX FDS
+$257.4K
7,971
+4%
清仓
PRLB
PROTO LABS INC
-$250.0K
0
-100%
清仓
KVUE
KENVUE INC
-$249.6K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$249.3K
4,627
+0%
减持
KAPR
INNOVATOR ETFS TRUST
+$246.2K
137,863
-0%
增持
ABLD
ABACUS FCF ETF TR
+$244.1K
69,660
+13%
清仓
PAYX
PAYCHEX INC
-$243.7K
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
-$242.9K
14,066
+0%
增持
HD
HOME DEPOT INC
+$241.8K
4,772
+3%
建仓
ROAD
CONSTRUCTION PARTNERS INC
+$237.9K
1,873
增持
SMH
VANECK ETF TRUST
+$237.2K
3,233
+10%
建仓
GDX
VANECK ETF TRUST
+$235.8K
3,086
建仓
KEMQ
KRANESHARES TRUST
+$235.6K
8,933
增持
MSTR
STRATEGY INC
-$234.6K
3,186
+2%
减持
IWN
ISHARES TR
+$233.1K
12,478
-0%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$232.9K
253
减持
UAPR
INNOVATOR ETFS TRUST
+$229.5K
280,391
-0%
清仓
FISV
FISERV INC
-$228.1K
0
-100%
减持
—
EXXON MOBIL CORP
-$225.9K
8,091
-23%
建仓
BP
BP PLC
+$225.6K
6,546
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$225.3K
0
-100%
建仓
BUFS
FIRST TR EXCHNG TRADED FD VI
+$224.7K
9,999
建仓
GLW
CORNING INC
+$222.0K
2,707
