13F 机构持仓

WT Wealth Management

SCOTTSDALE AZ · SEC CIK 0001780507

2026Q22026Q1 更早 9 个季度 🔒
$3.36亿2026Q1 申报市值
138持仓数
36.8%前十大占比 · 第一大 8.8%
19 / 14新建仓 / 清仓
申报市值走势$3.61亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHB 8.8%
SGOL 5.7%
USFR 3.3%
NVDA 3.2%
JAAA 3.1%
GOOG 2.9%
SMH 2.7%
AMZN 2.5%
ICSH 2.4%
SCHI 2.3%

2026Q1 买入最多 按季末市值估算

TIDAL TRUST III 新建仓+$549.90万
ICSH 加仓+$384.00万
UFO 新建仓+$273.19万
OIH 新建仓+$263.05万
PCMM 加仓+$243.92万

2026Q1 卖出最多 按季末市值估算

XLP 清仓-$653.57万
ENFR 清仓-$626.95万
XLV 减仓-$368.33万
JBBB 减仓-$280.54万
MSFT 减仓-$250.71万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
XLP SELECT SECTOR SPDR TR $00.00%0 -84,137-100.0% -$653.57万 清仓
ENFR ALPS ETF TR $00.00%0 -199,315-100.0% -$626.95万 清仓
Z ZILLOW GROUP INC $00.00%0 -24,447-100.0% -$166.80万 清仓
INTU INTUIT $00.00%0 -2,431-100.0% -$161.05万 清仓
COWG PACER FDS TR $00.00%0 -44,236-100.0% -$155.75万 清仓
IAK ISHARES TR $00.00%0 -4,210-100.0% -$57.31万 清仓
SRVR PACER FDS TR $00.00%0 -16,335-100.0% -$46.78万 清仓
— GRAYSCALE ETHEREUM TRUST ETF $00.00%0 -9,845-100.0% -$23.99万 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -8,015-100.0% -$23.46万 清仓
NRG NRG ENERGY INC $00.00%0 —— — 申报中断
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -484-100.0% -$22.69万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -4,150-100.0% -$22.39万 清仓
SNOW SNOWFLAKE INC $00.00%0 -988-100.0% -$21.67万 清仓
RIOT RIOT PLATFORMS INC $00.00%0 -15,638-100.0% -$19.81万 清仓
MARA MARA HOLDINGS INC $00.00%0 -19,805-100.0% -$17.78万 清仓
GGN GAMCO GLOBAL GOLD NAT RES & $9.34万0.03%17,550 1,76511.2% $9,390 加仓
CIFR CIPHER DIGITAL INC $19.04万0.06%14,794 14,794— $19.04万 新建仓
XAR SPDR SERIES TRUST $20.14万0.06%793 793— $20.14万 新建仓
ANET ARISTA NETWORKS INC $20.32万0.06%1,655 -42-2.5% -$5,157 减仓
TDIV FIRST TR EXCHANGE TRADED FD $20.33万0.06%2,171 -160-6.9% -$1.50万 减仓
WULF TERAWULF INC $20.39万0.06%14,128 14,128— $20.39万 新建仓
FICO FAIR ISAAC CORP $20.39万0.06%191 191— $20.39万 新建仓
ISRG INTUITIVE SURGICAL INC $20.44万0.06%443 194.5% $8,766 加仓
WFC WELLS FARGO & CO $20.51万0.06%2,576 -250-8.8% -$1.99万 减仓
VST VISTRA CORP $21.00万0.06%1,397 382.8% $5,713 加仓
CEG CONSTELLATION ENERGY CORP $21.33万0.06%764 10816.5% $3.02万 加仓
VRT VERTIV HOLDINGS CO $21.40万0.06%854 -406-32.2% -$10.17万 减仓
PANW PALO ALTO NETWORKS INC $21.90万0.07%1,366 15813.1% $2.53万 加仓
PWR QUANTA SVCS INC $22.29万0.07%406 -107-20.9% -$5.87万 减仓
NET CLOUDFLARE INC $22.35万0.07%1,083 1,083— $22.35万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $22.40万0.07%924 222.4% $5,333 加仓
GEV GE VERNOVA INC $22.52万0.07%258 258— $22.52万 新建仓
ROST ROSS STORES INC $22.75万0.07%1,050 1,050— $22.75万 新建仓
TBIL RBB FD INC $23.67万0.07%4,748 -128-2.6% -$6,382 重新持有
NSC NORFOLK SOUTHN CORP $24.39万0.07%850 00.0% — 不变
ET ENERGY TRANSFER L P $24.74万0.07%12,818 -702-5.2% -$1.35万 减仓
CIEN CIENA CORP $24.89万0.07%641 641— $24.89万 新建仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $25.35万0.08%750 -244-24.5% -$8.25万 减仓
AVGO BROADCOM INC $25.53万0.08%825 162.0% $4,952 加仓
ITW ILLINOIS TOOL WKS INC $26.03万0.08%1,000 00.0% — 不变
CB CHUBB LTD SWITZ $27.44万0.08%842 00.0% — 不变
MU MICRON TECHNOLOGY INC $27.80万0.08%823 -493-37.5% -$16.66万 减仓
JNJ JOHNSON & JOHNSON $27.82万0.08%1,138 -73-6.0% -$1.78万 减仓
AXP AMERICAN EXPRESS CO $27.92万0.08%923 00.0% — 不变
UCO PROSHARES TR II $28.85万0.09%7,341 7,341— $28.85万 新建仓
ESGE ISHARES INC $28.97万0.09%6,371 -1,171-15.5% -$5.32万 减仓
SPSB SPDR SERIES TRUST $30.07万0.09%10,000 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $30.56万0.09%1,502 130.9% $2,645 加仓
NEM NEWMONT CORP $31.11万0.09%2,874 -194-6.3% -$2.10万 减仓
PLTR PALANTIR TECHNOLOGIES INC $32.34万0.10%2,211 783.7% $1.14万 加仓
SGOV ISHARES TR $37.70万0.11%3,745 100.3% $1,007 加仓
— EXXON MOBIL CORP $41.07万0.12%2,421 -693-22.3% -$11.76万 减仓
XLK SELECT SECTOR SPDR TR $45.56万0.14%3,428 -294-7.9% -$3.91万 减仓
MELI MERCADOLIBRE INC $45.65万0.14%264 00.0% — 不变
XLV SELECT SECTOR SPDR TR $45.96万0.14%3,135 -25,126-88.9% -$368.33万 减仓
SLV ISHARES SILVER TR $48.75万0.14%7,154 -716-9.1% -$4.88万 减仓
JPM JPMORGAN CHASE & CO $49.95万0.15%1,698 -74-4.2% -$2.18万 减仓
IVW ISHARES TR $53.21万0.16%4,704 00.0% — 不变
VMBS VANGUARD SCOTTSDALE FDS $54.16万0.16%11,535 3383.0% $1.59万 加仓
SCHP SCHWAB STRATEGIC TR $55.96万0.17%21,031 1,4177.2% $3.77万 加仓
ESGD ISHARES TR $58.57万0.17%6,125 -924-13.1% -$8.84万 减仓
AIQ GLOBAL X FDS $58.79万0.17%12,596 -1,008-7.4% -$4.70万 减仓
LLY ELI LILLY & CO $59.33万0.18%645 -14-2.1% -$1.29万 减仓
XLC SELECT SECTOR SPDR TR $60.55万0.18%5,462 1,00822.6% $11.17万 加仓
— ETF SER SOLUTIONS $61.46万0.18%24,892 24,892— $61.46万 新建仓
CSCO CISCO SYS INC $62.19万0.18%8,015 -158-1.9% -$1.23万 减仓
SDCI USCF ETF TR $66.82万0.20%24,531 1030.4% $2,806 加仓
MCK MCKESSON CORP $70.53万0.21%815 -18-2.2% -$1.56万 减仓
IYW ISHARES TR $77.92万0.23%4,295 1734.2% $3.14万 加仓
XLY SELECT SECTOR SPDR TR $78.08万0.23%7,165 2723.9% $2.96万 加仓
SCHH SCHWAB STRATEGIC TR $78.83万0.23%36,681 1,5854.5% $3.41万 加仓
LOW LOWES COS INC $79.32万0.24%3,357 00.0% — 不变
FDUS FIDUS INVT CORP $89.04万0.26%51,113 00.0% — 不变
IVV ISHARES TR $95.70万0.28%1,465 00.0% — 不变
USMV ISHARES TR $114.88万0.34%12,387 -42-0.3% -$3,895 减仓
PPLT ABRDN PLATINUM ETF TRUST $115.29万0.34%6,469 74213.0% $13.22万 加仓
GLD SPDR GOLD TR $124.10万0.37%2,884 -6-0.2% -$2,582 减仓
COPX GLOBAL X FDS $134.62万0.40%17,632 4282.5% $3.27万 加仓
MAGS LISTED FDS TR $135.74万0.40%23,428 1,9529.1% $11.31万 加仓
BITB BITWISE BITCOIN ETF TR $137.56万0.41%37,369 -30,576-45.0% -$112.55万 减仓
— VANECK ETF TRUST $143.31万0.43%15,610 8655.9% $7.94万 加仓
HOOD ROBINHOOD MKTS INC $146.43万0.44%21,130 5,83238.1% $40.42万 加仓
NLR VANECK ETF TRUST $149.30万0.44%11,210 1,11111.0% $14.80万 加仓
— INVESCO ACTVELY MNGD ETC FD $149.32万0.44%83,627 15,53222.8% $27.73万 加仓
QUAL ISHARES TR $149.38万0.44%7,788 420.5% $8,056 加仓
W WAYFAIR INC $149.98万0.45%19,941 4,23427.0% $31.84万 加仓
MGV VANGUARD WORLD FD $154.66万0.46%10,670 10,670— $154.66万 新建仓
QDEF FLEXSHARES TR $157.52万0.47%19,734 -502-2.5% -$4.01万 减仓
MAR MARRIOTT INTL INC NEW $157.64万0.47%4,820 4,820— $157.64万 新建仓
WM WASTE MGMT INC DEL $159.66万0.47%6,948 -4,276-38.1% -$98.26万 重新持有
QGRO AMERICAN CENTY ETF TR $160.53万0.48%15,284 8936.2% $9.38万 加仓
RDDT REDDIT INC $162.02万0.48%12,033 3,55341.9% $47.84万 加仓
SBUX STARBUCKS CORP $165.69万0.49%18,494 -12-0.1% -$1,075 减仓
SHOP SHOPIFY INC $166.94万0.50%14,074 14,074— $166.94万 新建仓
SETM SPROTT FDS TR $167.46万0.50%50,623 50,623— $167.46万 新建仓
EXPE EXPEDIA GROUP INC $170.24万0.51%7,373 7,373— $170.24万 新建仓
SCHW SCHWAB CHARLES CORP $171.32万0.51%18,230 18,230— $171.32万 新建仓
OEF ISHARES TR $178.79万0.53%5,621 75215.4% $23.92万 加仓
LYV LIVE NATION ENTERTAINMENT IN $180.51万0.54%11,836 -271-2.2% -$4.13万 减仓
UBER UBER TECHNOLOGIES INC $181.54万0.54%25,238 3,02713.6% $21.77万 加仓