13F 机构持仓

Tradition Wealth Management, LLC

EDINA MN · SEC CIK 0001843010

2026Q22026Q1 更早 9 个季度 🔒
$16.36亿2026Q2 申报市值
559持仓数
22.9%前十大占比 · 第一大 3.4%
52 / 23新建仓 / 清仓
申报市值走势$16.36亿2026Q2
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

BBUS 3.4%
SCHG 3.1%
JCPB 2.4%
EMXC 2.4%
AAPL 2.2%
BUFR 2.1%
SCHV 2.0%
NVDA 1.9%
SCHF 1.7%
SCHD 1.7%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$682.47万
SFLR 新建仓+$639.00万
IUSB 加仓+$333.85万
FIRST TR EXCHANG 新建仓+$299.43万
SPCX 新建仓+$293.49万

2026Q2 卖出最多 按季末市值估算

BUFR 减仓-$521.36万
QUAL 减仓-$328.93万
EFV 减仓-$255.43万
SBAR 清仓-$230.39万
IAGG 清仓-$186.06万

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
STWD STARWOOD PPTY TR INC $22.12万0.01%13,504 3482.6% $5,700 加仓
WEC WEC ENERGY GROUP INC $22.16万0.01%1,897 80.4% $934 加仓
ROAD CONSTRUCTION PARTNERS INC $22.25万0.01%1,873 00.0% — 不变
PRF INVESCO EXCHANGE TRADED FD T $22.37万0.01%4,140 4,140— $22.37万 新建仓
BJUN INNOVATOR ETFS TRUST $22.42万0.01%4,606 4,606— $22.42万 新建仓
WK WORKIVA INC $22.47万0.01%4,632 00.0% — 不变
UFEB INNOVATOR ETFS TRUST $22.58万0.01%5,842 -21-0.4% -$812 减仓
FIW FIRST TR EXCHANGE-TRADED FD $22.59万0.01%2,062 -569-21.6% -$6.23万 减仓
— INNOVATOR ETFS TRUST $22.65万0.01%7,665 7,665— $22.65万 新建仓
QCOM QUALCOMM INC $22.78万0.01%1,233 -110-8.2% -$2.03万 重新持有
VRTX VERTEX PHARMACEUTICALS INC $23.00万0.01%463 143.1% $6,954 加仓
NEM NEWMONT CORP $23.15万0.01%2,479 1787.7% $1.66万 加仓
SITM SITIME CORP $23.19万0.01%311 311— $23.19万 新建仓
AAON AAON INC $23.21万0.01%1,829 1,829— $23.21万 新建仓
— FIRST TR EXCHNG TRADED FD VI $23.23万0.01%8,976 00.0% — 不变
RVT ROYCE SMALL CAP TRUST INC $23.24万0.01%12,583 40.0% $74 加仓
— INNOVATOR ETFS TRUST $23.27万0.01%7,081 7,081— $23.27万 新建仓
— ISHARES TR $23.48万0.01%7,464 450.6% $1,416 加仓
CLF CLEVELAND-CLIFFS INC NEW $23.54万0.01%25,070 8,86354.7% $8.32万 加仓
ADBE ADOBE INC $23.64万0.01%1,153 -25-2.1% -$5,125 减仓
ESGE ISHARES INC $23.67万0.01%4,328 -83-1.9% -$4,539 减仓
LAZ LAZARD INC $23.70万0.01%5,650 -875-13.4% -$3.67万 减仓
VOT VANGUARD INDEX FDS $23.70万0.01%774 774— $23.70万 新建仓
ACYN FIRST TR EXCHANGE-TRADED FD $23.95万0.01%11,518 11,518— $23.95万 新建仓
DGRW WISDOMTREE TR $24.21万0.01%2,532 -89-3.4% -$8,511 减仓
AXON AXON ENTERPRISE INC $24.22万0.01%432 -61-12.4% -$3.42万 减仓
ROST ROSS STORES INC $24.26万0.01%1,140 181.6% $3,831 加仓
CELC CELCUITY INC $24.30万0.01%2,323 29714.7% $3.11万 加仓
— ABRDN WORLD HEALTHCARE FUND $24.48万0.01%18,271 -892-4.7% -$1.20万 减仓
VICI VICI PPTYS INC $24.53万0.01%9,241 9,241— $24.53万 新建仓
AYA AYA GOLD & SILVER INC $24.58万0.02%12,977 12,977— $24.58万 新建仓
ALRS ALERUS FINL CORP $24.61万0.02%7,912 7,912— $24.61万 新建仓
CEG CONSTELLATION ENERGY CORP $24.62万0.02%991 -481-32.7% -$11.95万 减仓
— THE ALGER ETF TRUST $24.82万0.02%10,000 00.0% — 不变
BKNG BOOKING HOLDINGS INC $24.97万0.02%1,401 765.7% $1.35万 加仓
— INNOVATOR ETFS TRUST $24.99万0.02%8,307 00.0% — 不变
GDX VANECK ETF TRUST $25.28万0.02%3,351 -49-1.4% -$3,697 减仓
MDY STATE STR SPDR S&P MIDCAP 40 $25.43万0.02%361 00.0% — 不变
— INNOVATOR ETFS TRUST $25.67万0.02%9,700 00.0% — 不变
PNOV INNOVATOR ETFS TRUST $25.68万0.02%5,791 -83-1.4% -$3,681 减仓
SYK STRYKER CORPORATION $26.14万0.02%830 597.7% $1.86万 加仓
USAC USA COMPRESSION PARTNERS LP $26.23万0.02%9,940 1851.9% $4,882 加仓
DIS DISNEY WALT CO $26.37万0.02%2,740 1043.9% $1.00万 加仓
IWR ISHARES TR $26.47万0.02%2,400 10.0% $110 加仓
— INNOVATOR ETFS TRUST $26.50万0.02%13,266 00.0% — 不变
SBUX STARBUCKS CORP $26.61万0.02%2,604 -113-4.2% -$1.15万 减仓
CGNG CAPITAL GROUP NEW GEOGRAPHY $26.80万0.02%7,155 00.0% — 不变
— INNOVATOR ETFS TRUST $27.13万0.02%9,905 9,905— $27.13万 新建仓
PBW INVESCO EXCHANGE TRADED FD T $27.32万0.02%7,004 -866-11.0% -$3.38万 减仓
— INNOVATOR ETFS TRUST $27.49万0.02%9,092 -1,000-9.9% -$3.02万 减仓
VCLT VANGUARD SCOTTSDALE FDS $27.54万0.02%3,659 -1,717-31.9% -$12.92万 减仓
CHRW C H ROBINSON WORLDWIDE IN $27.54万0.02%1,462 00.0% — 不变
TOST TOAST INC 看涨期权 $27.82万0.02%10,000 10,000— $27.82万 新建仓
SCHI SCHWAB STRATEGIC TR $27.87万0.02%12,309 80.1% $181 加仓
WELL WELLTOWER INC $27.99万0.02%1,233 786.8% $1.77万 加仓
NOCT INNOVATOR ETFS TRUST $28.12万0.02%4,498 -2,017-31.0% -$12.61万 减仓
JOBY JOBY AVIATION INC $28.19万0.02%31,606 3,52312.5% $3.14万 加仓
MDLZ MONDELEZ INTL INC $28.28万0.02%4,890 1302.7% $7,519 加仓
CSL CARLISLE COS INC $28.47万0.02%785 50.6% $1,813 加仓
EWJ ISHARES INC $28.59万0.02%3,065 2549.0% $2.37万 加仓
GD GENERAL DYNAMICS CORP $28.73万0.02%811 -12-1.5% -$4,250 减仓
HUBB HUBBELL INC $28.88万0.02%552 -5-0.9% -$2,616 减仓
CGCP CAPITAL GRP FIXED INCM ETF T $28.96万0.02%12,992 -1,037-7.4% -$2.31万 减仓
SCHW SCHWAB CHARLES CORP $29.34万0.02%3,180 923.0% $8,489 加仓
IEMG ISHARES INC $29.73万0.02%3,588 -1,112-23.7% -$9.21万 减仓
RIVN RIVIAN AUTOMOTIVE INC $29.74万0.02%17,143 3,00721.3% $5.22万 加仓
CGMS CAPITAL GRP FIXED INCM ETF T $29.79万0.02%10,900 -161-1.5% -$4,400 减仓
PEP PEPSICO INC $30.18万0.02%2,229 341.5% $4,603 加仓
BMNR BITMINE IMMERSION TECHS INC $30.47万0.02%22,896 2451.1% $3,261 加仓
TT TRANE TECHNOLOGIES PLC $30.55万0.02%622 132.1% $6,385 加仓
— INNOVATOR ETFS TRUST $30.57万0.02%9,722 -1,862-16.1% -$5.86万 减仓
SCHX SCHWAB STRATEGIC TR $30.70万0.02%10,432 -1,360-11.5% -$4.00万 减仓
PFE PFIZER INC $30.78万0.02%12,782 6605.4% $1.59万 加仓
THQ ABRDN HEALTHCARE OPPORTUNITI $30.79万0.02%16,437 -303-1.8% -$5,675 减仓
BSX BOSTON SCIENTIFIC CORP $30.84万0.02%7,226 -131-1.8% -$5,591 减仓
VO VANGUARD INDEX FDS $30.86万0.02%3,831 -189-4.7% -$1.52万 减仓
T AT&T INC $31.09万0.02%15,021 -416-2.7% -$8,611 减仓
AFL AFLAC INC $31.12万0.02%2,654 -299-10.1% -$3.51万 减仓
IJUL INNOVATOR ETFS TRUST $31.21万0.02%8,678 -328-3.6% -$1.18万 减仓
NOC NORTHROP GRUMMAN CORP $31.32万0.02%615 122.0% $6,111 加仓
FBTC FIDELITY WISE ORIGIN BITCOIN $31.62万0.02%6,194 3796.5% $1.93万 加仓
MTZ MASTEC INC $31.79万0.02%764 20.3% $832 加仓
GWW WW GRAINGER INC $31.83万0.02%234 10.4% $1,360 加仓
HL HECLA MINING COMPANY $32.00万0.02%20,741 1,4527.5% $2.24万 加仓
RGTI RIGETTI COMPUTING INC $32.12万0.02%16,625 7594.8% $1.47万 加仓
PATH UIPATH INC $32.13万0.02%29,563 -3,319-10.1% -$3.61万 减仓
MSI MOTOROLA SOLUTIONS INC $32.22万0.02%776 8612.5% $3.57万 加仓
VEU VANGUARD INTL EQUITY INDEX F $32.57万0.02%3,889 00.0% — 不变
HEWJ ISHARES TR $32.70万0.02%5,068 00.0% — 不变
VLUE ISHARES TR $32.78万0.02%1,641 1,641— $32.78万 新建仓
CALF PACER FDS TR $32.88万0.02%6,497 -1,085-14.3% -$5.49万 减仓
BJUL INNOVATOR ETFS TRUST $32.90万0.02%6,058 3686.5% $2.00万 加仓
KMI KINDER MORGAN INC DEL $33.54万0.02%10,492 1,08711.6% $3.48万 加仓
IJAN INNOVATOR ETFS TRUST $33.64万0.02%8,833 -569-6.1% -$2.17万 减仓
— INNOVATOR ETFS TRUST $33.78万0.02%11,903 00.0% — 不变
DUK DUKE ENERGY CORP NEW $33.87万0.02%2,676 1505.9% $1.90万 加仓
SOLV SOLVENTUM CORP $33.98万0.02%4,405 -236-5.1% -$1.82万 减仓
BJAN INNOVATOR ETFS TRUST $34.12万0.02%5,795 00.0% — 不变
NSC NORFOLK SOUTHN CORP $34.12万0.02%1,085 -5-0.5% -$1,572 减仓
ARCC ARES CAPITAL CORP $34.33万0.02%18,525 -570-3.0% -$1.06万 减仓