13F 机构持仓

WT Wealth Management

SCOTTSDALE AZ · SEC CIK 0001780507

2026Q22026Q1 更早 9 个季度 🔒
$3.61亿2026Q2 申报市值
138持仓数
37.2%前十大占比 · 第一大 9.3%
16 / 17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 9.3%
SGOL 4.4%
SMH 3.5%
NVDA 3.4%
GOOG 3.3%
USFR 2.9%
JAAA 2.8%
AMZN 2.7%
AAPL 2.5%
SCHI 2.4%

2026Q2 买入最多 按季末市值估算

AIQ 加仓+$445.73万
GS 新建仓+$342.65万
TORTOISE CAPITAL 新建仓+$251.36万
DELL 新建仓+$178.71万
SPMO 新建仓+$166.77万

2026Q2 卖出最多 按季末市值估算

XLF 清仓-$535.44万
SMH 减仓-$261.11万
ICSH 减仓-$249.69万
HD 清仓-$224.68万
GDX 清仓-$190.52万

2026Q2 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
XLF SELECT SECTOR SPDR TR $00.00%0 -108,454-100.0% -$535.44万 清仓
HD HOME DEPOT INC $00.00%0 -6,831-100.0% -$224.68万 清仓
GDX VANECK ETF TRUST $00.00%0 -20,760-100.0% -$190.52万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -25,238-100.0% -$181.54万 清仓
SHOP SHOPIFY INC $00.00%0 -14,074-100.0% -$166.94万 清仓
W WAYFAIR INC $00.00%0 -19,941-100.0% -$149.98万 清仓
NLR VANECK ETF TRUST $00.00%0 -11,210-100.0% -$149.30万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -7,165-100.0% -$78.08万 清仓
IYW ISHARES TR $00.00%0 -4,295-100.0% -$77.92万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -5,462-100.0% -$60.55万 清仓
TBIL RBB FD INC $00.00%0 -4,748-100.0% -$23.67万 清仓
CEG CONSTELLATION ENERGY CORP $00.00%0 -764-100.0% -$21.33万 清仓
VST VISTRA CORP $00.00%0 -1,397-100.0% -$21.00万 清仓
WFC WELLS FARGO & CO $00.00%0 -2,576-100.0% -$20.51万 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -443-100.0% -$20.44万 清仓
FICO FAIR ISAAC CORP $00.00%0 -191-100.0% -$20.39万 清仓
GGN GAMCO GLOBAL GOLD NAT RES & $00.00%0 -17,550-100.0% -$9.34万 清仓
TRFK PACER FDS TR $20.02万0.06%1,876 1,876— $20.02万 新建仓
CORZ CORE SCIENTIFIC INC NEW $20.79万0.06%8,123 8,123— $20.79万 新建仓
GEV GE VERNOVA INC $21.15万0.06%180 -78-30.2% -$9.16万 减仓
WULF TERAWULF INC $21.23万0.06%8,595 -5,533-39.2% -$13.67万 减仓
NRG NRG ENERGY INC $21.38万0.06%1,464 292.0% $4,236 重新持有
POWL POWELL INDS INC $21.59万0.06%754 754— $21.59万 新建仓
CIFR CIPHER DIGITAL INC $21.73万0.06%8,871 -5,923-40.0% -$14.51万 减仓
GOOGL ALPHABET INC $21.76万0.06%609 609— $21.76万 新建仓
ROST ROSS STORES INC $22.35万0.06%1,050 00.0% — 不变
XAR SPDR SERIES TRUST $22.50万0.06%793 00.0% — 不变
PWR QUANTA SVCS INC $22.75万0.06%316 -90-22.2% -$6.48万 减仓
HUT HUT 8 CORP $23.25万0.06%2,014 2,014— $23.25万 新建仓
SPCX SPACE EXPLORATION TECHN CORP $23.60万0.07%1,381 1,381— $23.60万 新建仓
TDIV FIRST TR EXCHANGE TRADED FD $24.03万0.07%2,092 -79-3.6% -$9,076 减仓
UCO PROSHARES TR II $24.19万0.07%7,341 00.0% — 不变
ET ENERGY TRANSFER L P $24.92万0.07%13,036 2181.7% $4,168 加仓
VICR VICOR CORP $25.71万0.07%677 677— $25.71万 新建仓
AVGO BROADCOM INC $25.84万0.07%684 -141-17.1% -$5.33万 减仓
CAT CATERPILLAR INC $25.98万0.07%244 244— $25.98万 新建仓
AMAT APPLIED MATLS INC $26.46万0.07%366 366— $26.46万 新建仓
NSC NORFOLK SOUTHN CORP $26.74万0.07%850 00.0% — 不变
NEM NEWMONT CORP $26.90万0.07%2,880 60.2% $560 加仓
ITW ILLINOIS TOOL WKS INC $27.05万0.07%1,000 00.0% — 不变
BKCH GLOBAL X FDS $27.19万0.08%3,633 3,633— $27.19万 新建仓
CB CHUBB LIMITED $28.69万0.08%842 00.0% — 不变
JNJ JOHNSON & JOHNSON $28.90万0.08%1,138 00.0% — 不变
ANET ARISTA NETWORKS INC $29.08万0.08%1,712 573.4% $9,683 加仓
IBM INTERNATIONAL BUSINESS MACHS $29.11万0.08%1,035 11112.0% $3.12万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $29.23万0.08%612 -138-18.4% -$6.59万 减仓
VRT VERTIV HOLDINGS CO $29.50万0.08%881 273.2% $9,040 加仓
SPSB SPDR SERIES TRUST $30.01万0.08%10,000 00.0% — 不变
NET CLOUDFLARE INC $31.05万0.09%1,266 18316.9% $4.49万 加仓
CIEN CIENA CORP $31.10万0.09%634 -7-1.1% -$3,434 减仓
AXP AMERICAN EXPRESS CO $31.22万0.09%923 00.0% — 不变
ESGE ISHARES INC $34.17万0.09%6,248 -123-1.9% -$6,727 减仓
PLTR PALANTIR TECHNOLOGIES INC $35.01万0.10%3,001 79035.7% $9.22万 加仓
PANW PALO ALTO NETWORKS INC $35.13万0.10%1,030 -336-24.6% -$11.46万 减仓
— EXXON MOBIL CORP $36.11万0.10%2,641 2209.1% $3.01万 加仓
SGOV ISHARES TR $37.75万0.10%3,750 50.1% $503 加仓
SLV ISHARES SILVER TR $39.14万0.11%7,320 1662.3% $8,876 加仓
XLV SELECT SECTOR SPDR TR $41.84万0.12%2,637 -498-15.9% -$7.90万 减仓
AMD ADVANCED MICRO DEVICES INC $42.64万0.12%734 -768-51.1% -$44.61万 减仓
MELI MERCADOLIBRE INC $45.32万0.13%267 31.1% $5,092 加仓
MAGS LISTED FDS TR $53.03万0.15%8,248 -15,180-64.8% -$97.61万 减仓
JPM JPMORGAN CHASE & CO $54.66万0.15%1,670 -28-1.6% -$9,165 减仓
VMBS VANGUARD SCOTTSDALE FDS $55.07万0.15%11,765 2302.0% $1.08万 加仓
SCHP SCHWAB STRATEGIC TR $56.65万0.16%21,379 3481.7% $9,222 加仓
MCK MCKESSON CORP $61.58万0.17%815 00.0% — 不变
MU MICRON TECHNOLOGY INC $63.60万0.18%551 -272-33.0% -$31.40万 减仓
IVW ISHARES TR $64.69万0.18%4,704 00.0% — 不变
SDCI USCF ETF TR $64.87万0.18%24,536 50.0% $132 加仓
XLK SELECT SECTOR SPDR TR $65.20万0.18%3,422 -6-0.2% -$1,143 减仓
ESGD ISHARES TR $66.12万0.18%6,431 3065.0% $3.15万 加仓
PPLT ABRDN PLATINUM ETF TRUST $67.06万0.19%47,460 -17,230-26.6% -$24.35万 减仓
URA GLOBAL X FDS $69.04万0.19%15,798 15,798— $69.04万 新建仓
LOW LOWES COS INC $74.02万0.20%3,357 00.0% — 不变
LLY ELI LILLY & CO $77.36万0.21%645 00.0% — 不变
SCHH SCHWAB STRATEGIC TR $86.49万0.24%36,523 -158-0.4% -$3,741 减仓
CSCO CISCO SYS INC $89.82万0.25%7,647 -368-4.6% -$4.32万 减仓
FDUS FIDUS INVT CORP $97.47万0.27%51,113 00.0% — 不变
GLD SPDR GOLD TR $101.16万0.28%2,746 -138-4.8% -$5.08万 减仓
— INVESCO ACTVELY MNGD ETC FD $106.94万0.30%61,636 -21,991-26.3% -$38.15万 减仓
COPX GLOBAL X FDS $107.94万0.30%14,024 -3,608-20.5% -$27.77万 减仓
— VANECK ETF TRUST $108.78万0.30%11,053 -4,557-29.2% -$44.85万 减仓
IVV ISHARES TR $109.19万0.30%1,458 -7-0.5% -$5,242 减仓
— ETF SER SOLUTIONS $110.03万0.30%41,210 16,31865.6% $43.57万 加仓
BITB BITWISE BITCOIN ETF TR $112.04万0.31%35,165 -2,204-5.9% -$7.02万 减仓
PICK ISHARES INC $116.29万0.32%19,998 19,998— $116.29万 新建仓
USMV ISHARES TR $119.09万0.33%12,346 -41-0.3% -$3,955 减仓
SETM SPROTT FDS TR $120.30万0.33%38,606 -12,017-23.7% -$37.44万 减仓
PDBA INVESCO ACTVELY MNGD ETC FD $129.07万0.36%36,234 -19,286-34.7% -$68.70万 减仓
OIH VANECK ETF TRUST $164.74万0.46%4,428 -2,080-32.0% -$77.39万 减仓
SPMO INVESCO EXCH TRADED FD TR II $166.77万0.46%10,324 10,324— $166.77万 新建仓
SJNK SPDR SERIES TRUST $176.73万0.49%70,609 -14,887-17.4% -$37.26万 减仓
TMUS T-MOBILE US INC $178.49万0.49%10,642 1,76419.9% $29.59万 加仓
DELL DELL TECHNOLOGIES INC $178.71万0.49%4,142 4,142— $178.71万 新建仓
NFLX NETFLIX INC. $185.10万0.51%25,925 2,0258.5% $14.46万 加仓
MAR MARRIOTT INTL INC NEW $196.29万0.54%5,297 4779.9% $17.68万 加仓
TJX TJX COS INC NEW $200.06万0.55%13,206 1,45312.4% $22.01万 加仓
SCHW SCHWAB CHARLES CORP $206.14万0.57%22,341 4,11122.6% $37.93万 加仓
SPOT SPOTIFY TECHNOLOGY S A $206.87万0.57%4,506 43010.5% $19.74万 加仓
SHLD GLOBAL X FDS $210.39万0.58%35,235 -1,763-4.8% -$10.53万 减仓
SBUX STARBUCKS CORP $211.10万0.58%20,658 2,16411.7% $22.11万 加仓