小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 20
增持 74
减持 46
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
DBEF
DBX ETF TR
-$9.0M
272,546
-42%
增持
BBAG
J P MORGAN EXCHANGE TRADED F
+$9.0M
406,376
+92%
减持
SCHG
SCHWAB STRATEGIC TR
-$8.1M
1,465,074
-6%
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
SCHF
SCHWAB STRATEGIC TR
+$7.5M
964,585
+42%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$7.4M
1,078,068
-16%
增持
EMXC
ISHARES INC
+$7.4M
378,148
+23%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$6.1M
3,747
-96%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.2M
169,022
+375%
增持
MSFT
MICROSOFT CORP
-$4.5M
41,767
+1%
建仓
CORO
BLACKROCK ETF TRUST
+$4.2M
131,010
增持
SCHD
SCHWAB STRATEGIC TR
+$4.0M
827,290
+6%
建仓
ACWX
ISHARES TR
+$4.0M
57,922
减持
IEMG
ISHARES INC
-$3.8M
4,700
-92%
增持
VBIL
VANGUARD INSTL INDEX FD
+$3.0M
101,578
+63%
减持
NJAN
INNOVATOR ETFS TRUST
-$2.7M
49,920
-49%
建仓
PBFR
PGIM ROCK ETF TR
+$2.6M
91,006
减持
EFV
ISHARES TR
-$2.4M
39,894
-47%
增持
BBUS
J P MORGAN EXCHANGE TRADED F
+$2.4M
396,641
+11%
建仓
SBAR
SIMPLIFY EXCHANGE TRADED FUN
+$2.3M
93,884
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$2.3M
50,091
+265%
减持
IWF
ISHARES TR
-$2.3M
46,450
-0%
增持
GOVT
ISHARES TR
+$2.2M
110,338
+772%
建仓
BLCR
BLACKROCK ETF TRUST
+$2.1M
51,518
增持
FNDF
SCHWAB STRATEGIC TR
+$2.1M
492,801
+1%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.9M
277,006
+8%
增持
SPYM
SPDR SERIES TRUST
+$1.8M
143,949
+25%
减持
SOFI
SOFI TECHNOLOGIES INC
-$1.7M
104,988
-19%
增持
NVDA
NVIDIA CORPORATION
-$1.7M
155,360
+1%
增持
BALT
INNOVATOR ETFS TRUST
+$1.6M
57,684
+536%
增持
FNDX
SCHWAB STRATEGIC TR
+$1.5M
615,116
+7%
增持
AAPL
APPLE INC
-$1.5M
124,738
+2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
52,143
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.4M
777,734
-3%
减持
GLDM
WORLD GOLD TR
-$1.4M
8,614
-67%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.4M
326,486
+11%
增持
AMZN
AMAZON COM INC
-$1.4M
60,854
+0%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
48,721
+20%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.3M
796,523
+4%
减持
QQQ
INVESCO QQQ TR
-$1.3M
34,600
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.3M
97,247
+7%
增持
BUFG
FIRST TR EXCHNG TRADED FD VI
+$1.3M
134,794
+58%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.2M
17,336
-4%
增持
SHLD
GLOBAL X FDS
+$1.2M
36,683
+74%
减持
SCHR
SCHWAB STRATEGIC TR
-$1.2M
909,935
-4%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.2M
944,929
+1%
清仓
DTEC
ALPS ETF TR
-$1.0M
0
-100%
增持
LOUP
INNOVATOR ETFS TRUST
-$983.5K
189,302
+3%
减持
QUAL
ISHARES TR
-$964.7K
39,559
-8%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
-$952.3K
146,533
+5%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$915.8K
127,984
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$914.2K
22,587
-3%
减持
BALL
BALL CORP
+$816.8K
133,113
-0%
建仓
BUFF
INNOVATOR ETFS TRUST
+$812.1K
16,435
减持
PAUG
INNOVATOR ETFS TRUST
-$800.9K
40,772
-31%
增持
TSLA
TESLA INC
-$768.3K
15,275
+7%
增持
VBR
VANGUARD INDEX FDS
+$760.4K
69,591
+3%
增持
MINN
TRUST FOR PROFESSIONAL MANAG
+$718.2K
79,951
+72%
减持
IVW
ISHARES TR
-$711.7K
60,442
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$709.0K
6,676
-15%
增持
DYNF
BLACKROCK ETF TRUST
+$706.2K
348,235
+8%
减持
POCT
INNOVATOR ETFS TRUST
-$689.3K
32,732
-32%
增持
AVGO
BROADCOM INC
-$675.0K
22,266
+2%
减持
PAPR
INNOVATOR ETFS TRUST
-$654.6K
182,132
-10%
增持
ITA
ISHARES TR
+$653.8K
7,645
+61%
清仓
EMB
ISHARES TR
-$641.7K
0
-100%
减持
FICO
FAIR ISAAC CORP
-$634.7K
921
-4%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
-$620.5K
195,610
+6%
减持
VUG
VANGUARD INDEX FDS
-$613.3K
9,648
-2%
减持
MMM
3M CO
-$603.8K
40,302
-0%
增持
CVX
CHEVRON CORPORATION
+$601.5K
10,560
+2%
增持
WTAI
WISDOMTREE TR
+$569.9K
71,882
+44%
减持
QQQE
DIREXION SHARES ETF TRUST
-$544.7K
11,048
-31%
减持
LRCX
LAM RESEARCH CORP
+$525.2K
15,998
-5%
增持
AVEM
AMERICAN CENTY ETF TR
+$516.4K
37,060
+16%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$512.0K
7,867
+17%
增持
TGT
TARGET CORP
+$505.5K
15,921
+9%
减持
WFC
WELLS FARGO & CO
-$502.5K
33,411
-2%
增持
—
EXXON MOBIL CORP
+$496.6K
8,397
+9%
增持
WMT
WALMART INC
+$492.4K
26,160
+6%
减持
USMV
ISHARES TR
-$481.1K
33,228
-12%
增持
—
ACCENTURE PLC IRELAND
-$461.6K
6,724
+1%
增持
META
META PLATFORMS INC
-$461.3K
5,358
+0%
增持
JPM
JPMORGAN CHASE & CO
-$457.8K
16,880
+0%
增持
GOOGL
ALPHABET INC
-$447.2K
25,011
+2%
增持
COST
COSTCO WHOLESALE CORPORATION
+$442.0K
3,105
+1%
增持
SCHA
SCHWAB STRATEGIC TR
+$441.5K
404,904
+2%
增持
IBB
ISHARES TR
+$439.7K
60,161
+4%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$438.0K
64,619
-7%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$418.7K
5,815
-42%
建仓
DTAN
EA SERIES TRUST
+$404.9K
13,407
增持
IPO
RENAISSANCE CAP GREENWICH FD
-$392.3K
138,328
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$387.4K
5,627
+13%
增持
CAT
CATERPILLAR INC
+$379.9K
2,618
+2%
增持
GEV
GE VERNOVA INC
+$339.3K
1,079
+17%
减持
U
UNITY SOFTWARE INC
-$338.1K
10,430
-19%
减持
UBER
UBER TECHNOLOGIES INC
-$335.6K
18,954
-9%
建仓
AJAN
INNOVATOR ETFS TRUST
+$329.0K
11,903
增持
QDPL
PACER FDS TR
+$326.8K
48,523
+27%
减持
PANW
PALO ALTO NETWORKS INC
-$323.3K
6,644
-12%
增持
PJAN
INNOVATOR ETFS TRUST
+$320.1K
28,248
+35%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$319.0K
7,883
-31%
减持
CEG
CONSTELLATION ENERGY CORP
-$318.8K
1,472
-29%
减持
AKRE
PROFESIONALLY MANAGED PORTFO
-$314.0K
21,546
-3%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$313.9K
7,118
+28%
建仓
DDNQ
INNOVATOR ETFS TRUST
+$311.9K
16,050
清仓
MELI
MERCADOLIBRE INC
-$310.2K
0
-100%
建仓
BJAN
INNOVATOR ETFS TRUST
+$309.0K
5,795
增持
MU
MICRON TECHNOLOGY INC
+$304.7K
2,371
+36%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$303.8K
266,791
-1%
增持
JNJ
JOHNSON & JOHNSON
+$302.8K
7,492
+1%
减持
SNOW
SNOWFLAKE INC
-$285.0K
4,036
-1%
增持
MGC
VANGUARD WORLD FD
-$284.8K
29,478
+2%
建仓
AGI
ALAMOS GOLD INC
+$281.5K
6,335
增持
VEA
VANGUARD TAX-MANAGED FDS
+$280.2K
124,121
+1%
增持
BX
BLACKSTONE INC
-$272.5K
8,876
+6%
清仓
—
TOTALENERGIES SE
-$271.1K
0
-100%
增持
HIMS
HIMS & HERS HEALTH INC
-$267.6K
26,218
+5%
增持
QTUM
ETF SER SOLUTIONS
+$267.1K
10,875
+33%
清仓
NSEP
INNOVATOR ETFS TRUST
-$265.8K
0
-100%
减持
PFEB
INNOVATOR ETFS TRUST
-$254.9K
58,738
-8%
增持
RUNN
STRATEGIC TRUST
+$253.1K
483,136
+5%
清仓
CPNG
COUPANG INC
-$253.1K
0
-100%
增持
MSTR
STRATEGY INC
+$246.8K
5,821
+84%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$245.9K
96,745
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$245.5K
1,297
-15%
建仓
MTZ
MASTEC INC
+$245.2K
762
减持
MODL
VICTORY PORTFOLIOS II
-$244.0K
79,751
-0%
建仓
ROST
ROSS STORES INC
+$243.0K
1,122
建仓
CHRW
C H ROBINSON WORLDWIDE IN
+$242.8K
1,462
减持
APP
APPLOVIN CORP
-$241.6K
832
-2%
增持
GPIQ
GOLDMAN SACHS ETF TR
+$238.1K
60,005
+16%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$235.7K
197,454
+2%
清仓
SYY
SYSCO CORP
-$235.3K
0
-100%
增持
ORCL
ORACLE CORP
-$235.2K
5,624
+3%
建仓
PSX
PHILLIPS 66
+$235.1K
1,290
减持
XLK
SELECT SECTOR SPDR TR
-$234.5K
11,493
-6%
建仓
ENTG
ENTEGRIS INC
+$234.0K
1,996
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$231.6K
1,836
+4%
增持
ABBV
ABBVIE INC
-$231.4K
23,282
+0%
清仓
TTD
THE TRADE DESK INC
-$230.6K
0
-100%
清仓
QCOM
QUALCOMM INC
-$229.6K
0
-100%
减持
ADM
ARCHER DANIELS MIDLAND CO
+$229.1K
19,888
-6%
建仓
RSPG
INVESCO EXCHANGE TRADED FD T
+$227.0K
2,073
建仓
STWD
STARWOOD PPTY TR INC
+$226.5K
13,156
清仓
DHR
DANAHER CORPORATION
-$226.2K
0
-100%
建仓
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$225.9K
7,155
增持
UJAN
INNOVATOR ETFS TRUST
+$222.4K
12,048
+80%
减持
UTG
REAVES UTIL INCOME FD
+$222.2K
82,341
-0%
建仓
TGTX
TG THERAPEUTICS INC
+$221.9K
6,681
增持
GFLW
VICTORY PORTFOLIOS II
-$220.2K
150,057
+1%
