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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 24
增持 70
减持 34
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$3.5M
69,263
-47%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$3.4M
357,570
+6%
减持
QUAL
ISHARES TR
-$3.2M
43,060
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。
-29%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
321,561
+15%
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$2.7M
51,665
增持
IVE
ISHARES TR
+$2.7M
37,344
+48%
增持
AAPL
APPLE INC
+$2.3M
121,932
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.1M
1,280,050
+3%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.0M
269,489
-11%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.9M
680,326
+10%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.9M
40,437
+20%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.9M
255,404
+9%
增持
GOOGL
ALPHABET INC
+$1.8M
24,407
+2%
增持
EMXC
ISHARES INC
+$1.8M
307,164
+1%
建仓
QDPL
PACER FDS TR
+$1.6M
38,156
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$1.5M
120,855
+74%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.5M
22,175
增持
IBB
ISHARES TR
+$1.4M
57,584
+0%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
295,311
+12%
增持
GFLW
VICTORY PORTFOLIOS II
+$1.3M
147,942
+51%
增持
VOO
VANGUARD INDEX FDS
+$1.3M
10,211
+23%
增持
VBIL
VANGUARD INSTL INDEX FD
+$1.3M
62,504
+38%
减持
USMV
ISHARES TR
-$1.3M
37,837
-26%
增持
GOOG
ALPHABET INC
+$1.2M
15,645
+3%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.2M
32,068
+89%
增持
SCHR
SCHWAB STRATEGIC TR
+$1.2M
951,629
+5%
减持
PDP
INVESCO EXCHANGE TRADED FD T
-$1.1M
51,480
-15%
清仓
—
ALLETE INC
-$1.1M
0
-100%
建仓
MINN
TRUST FOR PROFESSIONAL MANAG
+$1.1M
46,593
减持
PSEP
INNOVATOR ETFS TRUST
-$1.0M
8,298
-75%
减持
SAA
PROSHARES TR
-$990.4K
205,000
-16%
增持
MSFT
MICROSOFT CORP
+$888.8K
41,207
+12%
增持
SFLO
VICTORY PORTFOLIOS II
+$849.7K
413,720
+6%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$837.5K
24,243
+43%
清仓
OKLO
OKLO INC
-$781.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$772.6K
154,311
-3%
增持
AMZN
AMAZON COM INC
+$767.0K
60,821
+1%
增持
FNDX
SCHWAB STRATEGIC TR
+$755.4K
574,083
+2%
增持
NFLX
NETFLIX INC
-$723.1K
16,085
+764%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$721.5K
763,526
+2%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$717.7K
163,785
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$712.8K
17,993
-7%
减持
FNDF
SCHWAB STRATEGIC TR
+$700.3K
486,927
-2%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$655.5K
43,700
增持
LLY
ELI LILLY & CO
+$650.6K
1,916
+4%
减持
KOCT
INNOVATOR ETFS TRUST
-$628.9K
11,850
-62%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$619.4K
122,834
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$582.2K
6,752
+12%
减持
IPO
RENAISSANCE CAP GREENWICH FD
-$579.3K
135,498
-1%
减持
LRCX
LAM RESEARCH CORP
+$578.9K
16,900
-2%
清仓
EFG
ISHARES TR
-$548.0K
0
-100%
减持
MSTR
STRATEGY INC
-$546.9K
3,157
-1%
清仓
—
DIREXION SHS ETF TR
-$539.1K
0
-100%
建仓
PATH
UIPATH INC
+$519.5K
31,699
增持
WTAI
WISDOMTREE TR
+$502.8K
50,081
+50%
增持
MODL
VICTORY PORTFOLIOS II
+$492.4K
80,136
+12%
减持
META
META PLATFORMS INC
-$482.8K
5,343
-2%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$477.6K
211,243
+6%
减持
PSLV
SPROTT ASSET MANAGEMENT LP
+$470.8K
61,194
-2%
清仓
ETHA
ISHARES ETHEREUM TR
-$467.2K
0
-100%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$462.8K
139,971
+6%
减持
LOUP
INNOVATOR ETFS TRUST
-$456.4K
183,431
-6%
增持
IWD
ISHARES TR
+$454.7K
47,793
+1%
减持
DVY
ISHARES TR
-$454.5K
29,330
-9%
增持
ORCL
ORACLE CORP
-$450.8K
5,451
+1%
增持
GRID
FIRST TR EXCHANGE TRADED FD
+$448.6K
5,558
+109%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$429.2K
192,874
+5%
减持
QQQ
INVESCO QQQ TR
+$427.1K
34,679
-0%
建仓
TOCT
INNOVATOR ETFS TRUST
+$425.9K
16,055
增持
AMD
ADVANCED MICRO DEVICES INC
+$402.9K
5,740
+12%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$399.3K
118,511
+4%
增持
SOFI
SOFI TECHNOLOGIES INC
+$398.2K
129,596
+14%
建仓
VOX
VANGUARD WORLD FD
+$387.3K
2,000
增持
VFLO
VICTORY PORTFOLIOS II
+$371.1K
82,920
+7%
增持
CRWV
COREWEAVE INC
-$367.4K
7,062
+11%
增持
NU
NU HLDGS LTD
+$366.3K
53,794
+61%
增持
CEF
SPROTT ASSET MANAGEMENT LP
+$365.9K
28,078
+12%
增持
CEG
CONSTELLATION ENERGY CORP
+$364.9K
2,066
+86%
增持
SPYM
SPDR SERIES TRUST
+$361.0K
115,395
+2%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$354.7K
106,741
+3%
减持
AXON
AXON ENTERPRISE INC
-$353.8K
628
-37%
增持
HIMS
HIMS & HERS HEALTH INC
-$349.0K
25,005
+22%
增持
GLD
SPDR GOLD TR
+$345.0K
3,172
+24%
建仓
LMND
LEMONADE INC
+$340.5K
4,783
增持
BALL
BALL CORP
+$340.0K
133,123
+0%
增持
WFC
WELLS FARGO CO NEW
+$329.0K
33,931
+0%
建仓
C
CITIGROUP INC
+$326.3K
2,797
增持
MS
MORGAN STANLEY
+$319.3K
4,976
+40%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$319.3K
90,673
-3%
清仓
SSK
ETF OPPORTUNITIES TRUST
-$318.5K
0
-100%
减持
HD
HOME DEPOT INC
-$315.8K
4,702
-1%
清仓
COIN
COINBASE GLOBAL INC
-$314.9K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$313.6K
13,738
+49%
建仓
NNOV
INNOVATOR ETFS TRUST
+$297.4K
10,361
增持
CSCO
CISCO SYS INC
+$292.4K
28,464
+2%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$291.9K
184,843
+3%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$285.2K
85,155
+11%
增持
GS
GOLDMAN SACHS GROUP INC
+$278.6K
638
+80%
清仓
UPST
UPSTART HLDGS INC
-$277.9K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$277.8K
1,146
清仓
STIP
ISHARES TR
-$276.0K
0
-100%
建仓
DELL
DELL TECHNOLOGIES INC
+$274.4K
2,180
建仓
—
TOTALENERGIES SE
+$271.1K
4,144
清仓
COWZ
PACER FDS TR
-$269.3K
0
-100%
清仓
GLP
GLOBAL PARTNERS LP
-$264.0K
0
-100%
增持
CAT
CATERPILLAR INC
+$261.1K
2,574
+1%
建仓
DDFD
INNOVATOR ETFS TRUST
+$254.0K
13,266
增持
TSLA
TESLA INC
+$249.1K
14,335
+3%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$248.7K
4,611
减持
AVGO
BROADCOM INC
+$248.5K
21,862
-1%
清仓
—
TOTALENERGIES SE
-$247.4K
0
-100%
清仓
ZSEP
INNOVATOR ETFS TRUST
-$247.0K
0
-100%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
-$244.9K
119,422
+1%
减持
—
EATON CORP PLC
-$243.3K
2,458
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$236.9K
23,352
-2%
清仓
BITB
BITWISE BITCOIN ETF TR
-$236.5K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
+$235.1K
934,474
-1%
减持
JOBY
JOBY AVIATION INC
-$234.3K
32,138
-21%
建仓
OSCR
OSCAR HEALTH INC
+$233.3K
16,237
建仓
GWW
WW GRAINGER INC
+$232.1K
230
建仓
NEM
NEWMONT CORP
+$231.9K
2,322
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$231.6K
7,550
-37%
增持
WMT
WALMART INC
+$230.8K
24,762
+1%
增持
MMM
3M CO
+$226.8K
40,331
+0%
建仓
DHR
DANAHER CORPORATION
+$226.2K
988
清仓
KMB
KIMBERLY-CLARK CORP
-$225.3K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$225.0K
1,739
+7%
减持
USB
US BANCORP DEL
+$224.2K
55,139
-2%
增持
TGT
TARGET CORP
+$223.8K
14,570
+9%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$223.3K
95,786
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$222.0K
4,983
+8%
清仓
PSX
PHILLIPS 66
-$220.7K
0
-100%
减持
CALF
PACER FDS TR
-$220.4K
8,141
-39%
清仓
TGTX
TG THERAPEUTICS INC
-$219.1K
0
-100%
减持
GLDM
WORLD GOLD TR
+$218.9K
25,767
-1%
建仓
QBTS
D-WAVE QUANTUM INC
+$217.3K
8,311
增持
HL
HECLA MNG CO
+$216.1K
20,953
+36%
减持
ISRG
INTUITIVE SURGICAL INC
+$215.6K
1,862
-1%
建仓
ZOCT
INNOVATOR ETFS TRUST
+$214.0K
7,976
增持
UTG
REAVES UTIL INCOME FD
-$211.9K
82,345
+1%
清仓
FINX
GLOBAL X FDS
-$211.2K
0
-100%
清仓
WEC
WEC ENERGY GROUP INC
-$211.1K
0
-100%
建仓
UOCT
INNOVATOR ETFS TRUST
+$209.9K
5,377
增持
JPM
JPMORGAN CHASE & CO.
+$209.2K
16,831
+2%
清仓
BRO
BROWN & BROWN INC
-$208.7K
0
-100%
清仓
CBTY
CALAMOS ETF TR
-$208.6K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC
-$207.1K
20,793
+7%
增持
AIQ
GLOBAL X FDS
+$206.9K
43,636
+7%
建仓
ZNOV
INNOVATOR ETFS TRUST
+$206.2K
7,731
清仓
BABA
ALIBABA GROUP HLDG LTD
-$204.1K
0
-100%
