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
XT ISHARES TR $34.35万0.02%4,157 -297-6.7% -$2.45万 减仓
IBIT ISHARES BITCOIN TRUST ETF $34.44万0.02%10,344 -66-0.6% -$2,197 减仓
XLE SELECT SECTOR SPDR TR $35.44万0.02%6,673 4787.7% $2.54万 加仓
C CITIGROUP INC $35.67万0.02%2,548 692.8% $9,659 加仓
BUFS FIRST TR EXCHNG TRADED FD VI $35.78万0.02%14,260 00.0% — 不变
PSEP INNOVATOR ETFS TRUST $35.91万0.02%7,798 -500-6.0% -$2.30万 减仓
ABCL ABCELLERA BIOLOGICS INC $36.08万0.02%45,958 -1,770-3.7% -$1.39万 减仓
MPWR MONOLITHIC PWR SYS INC $36.22万0.02%262 31.2% $4,147 加仓
NJUL INNOVATOR ETFS TRUST $36.35万0.02%4,694 -3,520-42.9% -$27.26万 减仓
BLOK AMPLIFY ETF TR $36.36万0.02%5,805 00.0% — 不变
OKE ONEOK INC NEW $36.38万0.02%4,184 -923-18.1% -$8.02万 减仓
FDX FEDEX CORP $36.44万0.02%1,164 -6-0.5% -$1,878 减仓
— INNOVATOR ETFS TRUST $36.71万0.02%13,012 1,56513.7% $4.42万 加仓
VOX VANGUARD WORLD FD $36.79万0.02%2,000 00.0% — 不变
DLS WISDOMTREE TR $36.97万0.02%4,412 00.0% — 不变
EMR EMERSON ELEC CO $37.41万0.02%2,613 722.8% $1.03万 加仓
AMP AMERIPRISE FINL INC $37.45万0.02%816 -7-0.9% -$3,213 减仓
— WISDOMTREE TR $37.70万0.02%2,875 00.0% — 不变
— INNOVATOR ETFS TRUST $37.97万0.02%10,548 -62-0.6% -$2,232 减仓
BA BOEING CO $38.01万0.02%1,756 -20-1.1% -$4,329 减仓
TGTX TG THERAPEUTICS INC $38.21万0.02%6,954 2734.1% $1.50万 加仓
GE GE AEROSPACE $38.26万0.02%1,024 12814.3% $4.78万 加仓
ROK ROCKWELL AUTOMATION INC $38.46万0.02%777 81.0% $3,960 加仓
TTC TORO CO $38.51万0.02%3,953 3,953— $38.51万 新建仓
BAPR INNOVATOR ETFS TRUST $38.52万0.02%7,232 -508-6.6% -$2.71万 减仓
ACGL ARCH CAP GROUP LTD $38.72万0.02%3,989 701.8% $6,794 加仓
AEP AMERICAN ELEC PWR CO INC $39.27万0.02%2,870 -10-0.3% -$1,368 减仓
QLD PROSHARES TR $39.28万0.02%4,060 00.0% — 不变
SNDR SCHNEIDER NATIONAL INC $39.96万0.02%10,938 380.3% $1,388 加仓
— INNOVATOR ETFS TRUST $40.23万0.02%11,779 -1,333-10.2% -$4.55万 减仓
— INNOVATOR ETFS TRUST $40.54万0.02%10,850 -1,000-8.4% -$3.74万 减仓
— INNOVATOR ETFS TRUST $40.80万0.02%15,703 00.0% — 不变
SUSB ISHARES TR $40.90万0.03%16,367 770.5% $1,924 加仓
— INNOVATOR ETFS TRUST $40.99万0.03%15,516 -865-5.3% -$2.29万 减仓
NASA TEMA ETF TRUST $41.18万0.03%13,556 13,556— $41.18万 新建仓
BLK BLACKROCK INC $41.78万0.03%435 81.9% $7,684 加仓
PAAS PAN AMERN SILVER CORP $41.84万0.03%9,341 1,78723.7% $8.00万 加仓
SNA SNAP ON INC $41.96万0.03%1,043 00.0% — 不变
— ISHARES TR $42.08万0.03%4,706 -11-0.2% -$984 减仓
SHOP SHOPIFY INC $42.11万0.03%3,688 -80-2.1% -$9,134 减仓
— EA SERIES TRUST $42.20万0.03%13,407 00.0% — 不变
— ETF SER SOLUTIONS $42.24万0.03%11,359 00.0% — 不变
— INNOVATOR ETFS TRUST $42.78万0.03%10,492 2,35528.9% $9.60万 加仓
— INNOVATOR ETFS TRUST $42.81万0.03%14,283 -667-4.5% -$2.00万 减仓
WM WASTE MGMT INC DEL $43.04万0.03%1,931 -91-4.5% -$2.03万 减仓
BUFY FIRST TR EXCHNG TRADED FD VI $43.06万0.03%18,397 00.0% — 不变
— INNOVATOR ETFS TRUST $43.41万0.03%16,055 00.0% — 不变
LIN LINDE PLC $43.81万0.03%844 12016.6% $6.23万 加仓
JMST J P MORGAN EXCHANGE TRADED F $43.86万0.03%8,600 -950-9.9% -$4.84万 减仓
UNP UNION PAC CORP $44.03万0.03%1,619 191.2% $5,167 加仓
PG PROCTER & GAMBLE CO $44.08万0.03%3,006 1063.7% $1.55万 加仓
DRAM ROUNDHILL ETF TRUST $44.10万0.03%5,971 5,971— $44.10万 新建仓
APP APPLOVIN CORP $44.10万0.03%856 242.9% $1.24万 加仓
NOW SERVICENOW INC $44.58万0.03%4,490 1,26139.1% $12.52万 加仓
IONQ IONQ INC $45.16万0.03%8,479 6298.0% $3.35万 加仓
BMY BRISTOL-MYERS SQUIBB CO $46.03万0.03%7,989 1,15616.9% $6.66万 加仓
HON HONEYWELL INTL INC $46.26万0.03%2,066 -2,287-52.5% -$51.21万 减仓
FCX FREEPORT MCMORAN INC $46.28万0.03%7,359 1972.8% $1.24万 加仓
MRK MERCK & CO INC $46.31万0.03%3,604 48115.4% $6.18万 加仓
VRP INVESCO EXCH TRADED FD TR II $47.33万0.03%19,470 -76-0.4% -$1,848 减仓
AIPO TIDAL TRUST II $47.42万0.03%14,194 14,194— $47.42万 新建仓
HONA HONEYWELL AEROSPACE INC $47.73万0.03%2,159 2,159— $47.73万 新建仓
AEM AGNICO EAGLE MINES LTD $47.97万0.03%3,092 321.0% $4,964 加仓
VCIT VANGUARD SCOTTSDALE FDS $48.13万0.03%5,823 -1,681-22.4% -$13.89万 减仓
SUSA ISHARES TR $48.36万0.03%3,134 -14-0.4% -$2,160 减仓
EFA ISHARES TR $49.04万0.03%4,721 -180-3.7% -$1.87万 减仓
UFOX ETF SER SOLUTIONS $49.68万0.03%5,227 30.1% $285 加仓
OSCR OSCAR HEALTH INC $49.70万0.03%17,427 4772.8% $1.36万 加仓
— KRANESHARES TRUST $49.91万0.03%19,303 2,40014.2% $6.21万 加仓
UJUN INNOVATOR ETFS TRUST $49.91万0.03%12,951 00.0% — 不变
EFV ISHARES TR $49.94万0.03%6,524 -33,370-83.6% -$255.43万 减仓
GBIL GOLDMAN SACHS ETF TR $50.08万0.03%5,000 -114-2.2% -$1.14万 减仓
SDOG ALPS ETF TR $50.23万0.03%7,363 -240-3.2% -$1.64万 减仓
PJUL INNOVATOR ETFS TRUST $50.36万0.03%10,317 1,76120.6% $8.60万 加仓
PHYS SPROTT ASSET MANAGEMENT LP $50.47万0.03%16,729 00.0% — 不变
SCHO SCHWAB STRATEGIC TR $50.86万0.03%21,069 -483-2.2% -$1.17万 减仓
SCHY SCHWAB STRATEGIC TR $51.25万0.03%16,152 1941.2% $6,156 加仓
IOCT INNOVATOR ETFS TRUST $51.48万0.03%13,916 -837-5.7% -$3.10万 减仓
IJH ISHARES TR $51.59万0.03%6,691 80.1% $617 加仓
LMT LOCKHEED MARTIN CORP $52.19万0.03%1,024 15918.4% $8.10万 加仓
ABFL ABACUS FCF ETF TR $52.43万0.03%6,107 00.0% — 不变
MSTR STRATEGY INC $53.06万0.03%6,104 2834.9% $2.46万 加仓
FAST FASTENAL CO $53.35万0.03%11,109 8007.8% $3.84万 加仓
EEM ISHARES TR $53.76万0.03%7,859 1,85030.8% $12.66万 加仓
— INNOVATOR ETFS TRUST $54.09万0.03%19,323 00.0% — 不变
SPG SIMON PPTY GROUP INC NEW $54.10万0.03%2,419 31214.8% $6.98万 加仓
LOW LOWES COS INC $54.10万0.03%2,454 -407-14.2% -$8.97万 减仓
KJAN INNOVATOR ETFS TRUST $54.34万0.03%11,908 -497-4.0% -$2.27万 减仓
DMAR FIRST TR EXCHNG TRADED FD VI $54.50万0.03%12,184 00.0% — 不变
UJAN INNOVATOR ETFS TRUST $54.62万0.03%12,048 00.0% — 不变
WPM WHEATON PRECIOUS METALS CORP $54.74万0.03%4,874 2084.5% $2.34万 加仓
ABT ABBOTT LABORATORIES $54.96万0.03%6,057 -334-5.2% -$3.03万 减仓
SCHH SCHWAB STRATEGIC TR $54.96万0.03%23,210 270.1% $639 加仓
KO COCA COLA CO $55.35万0.03%6,811 93816.0% $7.62万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $55.39万0.03%6,165 -1,718-21.8% -$15.44万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $55.55万0.03%42,700 -2,500-5.5% -$3.25万 减仓
SLV ISHARES SILVER TR $55.68万0.03%10,413 7728.0% $4.13万 加仓
— QORVO INC $56.04万0.03%6,008 00.0% — 不变
FXH FIRST TR EXCHANGE-TRADED FD $56.39万0.03%4,607 -20-0.4% -$2,448 减仓
— INNOVATOR ETFS TRUST $56.75万0.03%15,428 -216-1.4% -$7,946 减仓