Tradition Wealth Management, LLC
EDINA MN · SEC CIK 0001843010
$14.06亿2026Q1 申报市值
527持仓数
23.5%前十大占比 · 第一大 3.3%
46 / 19新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BBAG 加仓+$900.73万
SCHF 加仓+$703.54万
EMXC 加仓+$558.36万
CGGR 加仓+$536.20万
BBUS 加仓+$457.83万
2026Q1 卖出最多 按季末市值估算
DBEF 减仓-$961.17万
BUFR 减仓-$682.09万
XLG 减仓-$561.76万
IEMG 减仓-$398.90万
EFV 减仓-$265.32万
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 |
|---|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | $64.52万 | 0.05% | 6,975 | 1,267 | 22.2% | $11.72万 | 加仓 |
| — | ABACUS FCF ETF TR | $64.93万 | 0.05% | 19,569 | -583 | -2.9% | -$1.93万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $65.09万 | 0.05% | 10,019 | 56 | 0.6% | $3,638 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.15万 | 0.05% | 12,053 | 203 | 1.7% | $1.10万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.62万 | 0.05% | 6,391 | -58 | -0.9% | -$5,955 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.62万 | 0.05% | 776 | 138 | 21.6% | $11.67万 | 加仓 |
| SLV | ISHARES SILVER TR | $65.69万 | 0.05% | 9,641 | -437 | -4.3% | -$2.98万 | 减仓 |
| LOW | LOWES COS INC | $67.60万 | 0.05% | 2,861 | -36 | -1.2% | -$8,506 | 减仓 |
| MAIN | MAIN STR CAP CORP | $68.05万 | 0.05% | 12,849 | 167 | 1.3% | $8,844 | 加仓 |
| NLR | VANECK ETF TRUST | $68.26万 | 0.05% | 5,125 | 798 | 18.4% | $10.63万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $69.13万 | 0.05% | 147,724 | 28,302 | 23.7% | $13.25万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $70.40万 | 0.05% | 7,579 | 283 | 3.9% | $2.63万 | 加仓 |
| EAGG | ISHARES TR | $70.67万 | 0.05% | 14,862 | 167 | 1.1% | $7,941 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.93万 | 0.05% | 1,836 | 65 | 3.7% | $2.55万 | 加仓 |
| MSTR | STRATEGY INC | $72.65万 | 0.05% | 5,821 | 2,664 | 84.4% | $33.25万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $73.09万 | 0.05% | 17,474 | -1,450 | -7.7% | -$6.06万 | 减仓 |
| IAU | ISHARES GOLD TR | $73.83万 | 0.05% | 8,375 | -2,109 | -20.1% | -$18.59万 | 减仓 |
| SO | SOUTHERN CO | $73.95万 | 0.05% | 7,662 | -140 | -1.8% | -$1.35万 | 减仓 |
| MUB | ISHARES TR | $73.98万 | 0.05% | 6,969 | 299 | 4.5% | $3.17万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $74.25万 | 0.05% | 5,486 | 12 | 0.2% | $1,624 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $75.04万 | 0.05% | 8,482 | 386 | 4.8% | $3.41万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $75.08万 | 0.05% | 45,200 | 1,500 | 3.4% | $2.49万 | 加仓 |
| ET | ENERGY TRANSFER L P | $75.09万 | 0.05% | 38,906 | 4,327 | 12.5% | $8.35万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $75.91万 | 0.05% | 10,583 | -8 | -0.1% | -$574 | 减仓 |
| RTX | RTX CORPORATION | $77.37万 | 0.06% | 4,011 | 186 | 4.9% | $3.59万 | 加仓 |
| NULV | NUSHARES ETF TR | $79.16万 | 0.06% | 17,398 | -107 | -0.6% | -$4,869 | 减仓 |
| GLDM | WORLD GOLD TR | $79.84万 | 0.06% | 8,614 | -17,153 | -66.6% | -$158.99万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $80.11万 | 0.06% | 2,371 | 632 | 36.3% | $21.35万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $81.21万 | 0.06% | 16,435 | 16,435 | — | $81.21万 | 新建仓 |
| NU | NU HLDGS LTD | $81.48万 | 0.06% | 56,699 | 2,905 | 5.4% | $4.17万 | 加仓 |
| IYE | ISHARES TR | $82.28万 | 0.06% | 12,704 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $82.31万 | 0.06% | 21,752 | 220 | 1.0% | $8,325 | 加仓 |
| ORCL | ORACLE CORP | $82.73万 | 0.06% | 5,624 | 173 | 3.2% | $2.54万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $86.05万 | 0.06% | 11,160 | 347 | 3.2% | $2.68万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $86.08万 | 0.06% | 5,872 | -379 | -6.1% | -$5.56万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $86.62万 | 0.06% | 7,715 | 56 | 0.7% | $6,287 | 加仓 |
| MS | MORGAN STANLEY | $86.96万 | 0.06% | 5,284 | 308 | 6.2% | $5.07万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $87.13万 | 0.06% | 1,890 | 28 | 1.5% | $1.29万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $87.84万 | 0.06% | 5,312 | 327 | 6.6% | $5.41万 | 加仓 |
| ETN | EATON CORP PLC | $87.92万 | 0.06% | 2,458 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $88.48万 | 0.06% | 32,651 | -102 | -0.3% | -$2,764 | 减仓 |
| AMGN | AMGEN INC | $88.86万 | 0.06% | 2,526 | -215 | -7.8% | -$7.56万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $88.94万 | 0.06% | 25,180 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $90.08万 | 0.06% | 2,526 | -41 | -1.6% | -$1.46万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $91.35万 | 0.06% | 19,907 | -281 | -1.4% | -$1.29万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $91.97万 | 0.07% | 3,041 | 50 | 1.7% | $1.51万 | 加仓 |
| GEV | GE VERNOVA INC | $94.19万 | 0.07% | 1,079 | 157 | 17.0% | $13.71万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $95.52万 | 0.07% | 3,275 | 24 | 0.7% | $7,000 | 加仓 |
| DE | DEERE & CO | $96.11万 | 0.07% | 1,706 | 31 | 1.9% | $1.75万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $96.45万 | 0.07% | 11,359 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $97.47万 | 0.07% | 21,844 | -403 | -1.8% | -$1.80万 | 减仓 |
| FICO | FAIR ISAAC CORP | $98.32万 | 0.07% | 921 | -36 | -3.8% | -$3.84万 | 减仓 |
| — | HONEYWELL INTL INC | $98.40万 | 0.07% | 4,353 | 40 | 0.9% | $9,042 | 加仓 |
| IYW | ISHARES TR | $101.53万 | 0.07% | 5,596 | -317 | -5.4% | -$5.75万 | 减仓 |
| BX | BLACKSTONE INC | $102.07万 | 0.07% | 8,876 | 487 | 5.8% | $5.60万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $103.41万 | 0.07% | 39,088 | -417 | -1.1% | -$1.10万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $104.20万 | 0.07% | 8,487 | 633 | 8.1% | $7.77万 | 加仓 |
| IQLT | ISHARES TR | $105.16万 | 0.07% | 22,747 | -4,892 | -17.7% | -$22.62万 | 减仓 |
| MO | ALTRIA GROUP INC | $105.44万 | 0.08% | 15,979 | 263 | 1.7% | $1.74万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.52万 | 0.08% | 6,644 | -894 | -11.9% | -$14.33万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $106.58万 | 0.08% | 32,347 | 195 | 0.6% | $6,425 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $107.09万 | 0.08% | 62,588 | 3,019 | 5.1% | $5.17万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $108.86万 | 0.08% | 11,048 | -4,916 | -30.8% | -$48.44万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $113.87万 | 0.08% | 21,546 | -629 | -2.8% | -$3.32万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $116.44万 | 0.08% | 7,118 | 1,560 | 28.1% | $25.52万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $116.69万 | 0.08% | 10,875 | 2,670 | 32.5% | $28.65万 | 加仓 |
| SMH | VANECK ETF TRUST | $118.04万 | 0.08% | 3,079 | -65 | -2.1% | -$2.49万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $120.96万 | 0.09% | 9,216 | -17 | -0.2% | -$2,231 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.59万 | 0.09% | 24,619 | -1,626 | -6.2% | -$8.16万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.46万 | 0.09% | 6,118 | 378 | 6.6% | $7.69万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $130.31万 | 0.09% | 28,248 | 7,342 | 35.1% | $33.87万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $132.74万 | 0.09% | 31,204 | 572 | 1.9% | $2.43万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $133.28万 | 0.09% | 26,997 | -488 | -1.8% | -$2.41万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $133.33万 | 0.09% | 6,724 | 34 | 0.5% | $6,742 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $136.34万 | 0.10% | 18,954 | -1,839 | -8.8% | -$13.23万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $136.84万 | 0.10% | 37,398 | -676 | -1.8% | -$2.47万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $138.24万 | 0.10% | 28,969 | 891 | 3.2% | $4.25万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $141.11万 | 0.10% | 32,732 | -15,090 | -31.6% | -$65.05万 | 减仓 |
| — | GRANITESHARES ETF TR | $141.64万 | 0.10% | 25,878 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $142.46万 | 0.10% | 8,397 | 685 | 8.9% | $11.62万 | 加仓 |
| GLD | SPDR GOLD TR | $143.93万 | 0.10% | 3,345 | 173 | 5.5% | $7.44万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $144.57万 | 0.10% | 19,888 | -1,273 | -6.0% | -$9.25万 | 减仓 |
| MDT | MEDTRONIC PLC | $144.95万 | 0.10% | 16,728 | -129 | -0.8% | -$1.12万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $146.48万 | 0.10% | 14,889 | 1,130 | 8.2% | $11.12万 | 加仓 |
| HD | HOME DEPOT INC | $149.00万 | 0.11% | 4,530 | -172 | -3.7% | -$5.66万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $149.33万 | 0.11% | 61,227 | 33 | 0.1% | $805 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $152.74万 | 0.11% | 11,493 | -745 | -6.1% | -$9.90万 | 减仓 |
| V | VISA INC | $156.01万 | 0.11% | 5,162 | 125 | 2.5% | $3.78万 | 加仓 |
| — | EA SERIES TRUST | $161.00万 | 0.11% | 52,737 | 1,689 | 3.3% | $5.16万 | 加仓 |
| NFLX | NETFLIX INC. | $161.05万 | 0.11% | 16,750 | 665 | 4.1% | $6.39万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.82万 | 0.12% | 6,676 | -1,181 | -15.0% | -$28.63万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $166.72万 | 0.12% | 104,988 | -24,608 | -19.0% | -$39.08万 | 减仓 |
| ITA | ISHARES TR | $167.23万 | 0.12% | 7,645 | 2,901 | 61.2% | $63.46万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $168.82万 | 0.12% | 37,299 | -3,129 | -7.7% | -$14.16万 | 减仓 |
| IWP | ISHARES TR | $172.94万 | 0.12% | 13,498 | 0 | 0.0% | — | 不变 |
| PAUG | INNOVATOR ETFS TRUST | $174.18万 | 0.12% | 40,772 | -18,018 | -30.6% | -$76.97万 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $176.89万 | 0.13% | 79,951 | 33,358 | 71.6% | $73.81万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $180.65万 | 0.13% | 49,891 | -1,291 | -2.5% | -$4.67万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $182.49万 | 0.13% | 165,002 | 1,217 | 0.7% | $1.35万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $183.14万 | 0.13% | 7,492 | 106 | 1.4% | $2.59万 | 加仓 |