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 |
|---|---|---|---|---|---|---|---|---|
| VXF | VANGUARD INDEX FDS | $184.30万 | 0.13% | 8,955 | 9 | 0.1% | $1,852 | 加仓 |
| CAT | CATERPILLAR INC | $185.46万 | 0.13% | 2,618 | 44 | 1.7% | $3.12万 | 加仓 |
| IAGG | ISHARES TR | $186.06万 | 0.13% | 37,183 | 1,544 | 4.3% | $7.73万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $189.70万 | 0.13% | 67,749 | 4,597 | 7.3% | $12.87万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $190.16万 | 0.14% | 5,627 | 644 | 12.9% | $21.76万 | 加仓 |
| LLY | ELI LILLY & CO | $191.20万 | 0.14% | 2,079 | 163 | 8.5% | $14.99万 | 加仓 |
| TGT | TARGET CORP | $192.97万 | 0.14% | 15,921 | 1,351 | 9.3% | $16.37万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $193.04万 | 0.14% | 57,684 | 48,610 | 535.7% | $162.67万 | 加仓 |
| QDPL | PACER FDS TR | $194.76万 | 0.14% | 48,523 | 10,367 | 27.2% | $41.61万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $195.73万 | 0.14% | 46,055 | -2,525 | -5.2% | -$10.73万 | 减仓 |
| IWS | ISHARES TR | $200.84万 | 0.14% | 13,781 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $202.92万 | 0.14% | 71,882 | 21,801 | 43.5% | $61.54万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $211.53万 | 0.15% | 51,518 | 51,518 | — | $211.53万 | 新建仓 |
| HDEF | DBX ETF TR | $213.72万 | 0.15% | 65,943 | -2,865 | -4.2% | -$9.29万 | 减仓 |
| CVX | CHEVRON CORPORATION | $218.48万 | 0.16% | 10,560 | 171 | 1.6% | $3.54万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $219.02万 | 0.16% | 70,135 | 998 | 1.4% | $3.12万 | 加仓 |
| CSCO | CISCO SYS INC | $222.36万 | 0.16% | 28,659 | 195 | 0.7% | $1.51万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $222.44万 | 0.16% | 42,834 | 969 | 2.3% | $5.03万 | 加仓 |
| IWM | ISHARES TR | $223.57万 | 0.16% | 9,015 | 11 | 0.1% | $2,728 | 加仓 |
| IVV | ISHARES TR | $225.87万 | 0.16% | 3,458 | 115 | 3.4% | $7.51万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $230.39万 | 0.16% | 93,884 | 93,884 | — | $230.39万 | 新建仓 |
| MCD | MCDONALDS CORP | $232.05万 | 0.17% | 7,466 | 79 | 1.1% | $2.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $233.32万 | 0.17% | 23,830 | -1 | -0.0% | -$98 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $235.54万 | 0.17% | 58,738 | -5,368 | -8.4% | -$21.53万 | 减仓 |
| AIQ | GLOBAL X FDS | $236.71万 | 0.17% | 50,720 | 7,084 | 16.2% | $33.06万 | 加仓 |
| IWN | ISHARES TR | $238.66万 | 0.17% | 12,588 | 110 | 0.9% | $2.09万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $239.38万 | 0.17% | 16,163 | -88 | -0.5% | -$1.30万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $239.79万 | 0.17% | 7,934 | 163 | 2.1% | $4.93万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $246.05万 | 0.18% | 33,642 | 393 | 1.2% | $2.87万 | 加仓 |
| XEL | XCEL ENERGY INC | $247.17万 | 0.18% | 31,113 | 256 | 0.8% | $2.03万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $248.95万 | 0.18% | 7,760 | 184 | 2.4% | $5.90万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $250.10万 | 0.18% | 113,169 | 5 | 0.0% | $111 | 加仓 |
| GOVT | ISHARES TR | $252.78万 | 0.18% | 110,338 | 97,682 | 771.8% | $223.79万 | 加仓 |
| MBB | ISHARES TR | $256.38万 | 0.18% | 27,001 | 896 | 3.4% | $8.51万 | 加仓 |
| SHLD | GLOBAL X FDS | $259.86万 | 0.18% | 36,683 | 15,651 | 74.4% | $110.87万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $261.56万 | 0.19% | 13,331 | 454 | 3.5% | $8.91万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $263.92万 | 0.19% | 91,006 | 91,006 | — | $263.92万 | 新建仓 |
| WFC | WELLS FARGO & CO | $265.99万 | 0.19% | 33,411 | -520 | -1.5% | -$4.14万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $266.10万 | 0.19% | 56,257 | -3,264 | -5.5% | -$15.44万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $266.42万 | 0.19% | 49,920 | -47,050 | -48.5% | -$251.11万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $269.44万 | 0.19% | 87,027 | -736 | -0.8% | -$2.28万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $274.28万 | 0.20% | 82,193 | 4,000 | 5.1% | $13.35万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $279.11万 | 0.20% | 77,060 | 1,984 | 2.6% | $7.19万 | 加仓 |
| IJR | ISHARES TR | $281.96万 | 0.20% | 22,682 | -73 | -0.3% | -$9,075 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $286.53万 | 0.20% | 25,558 | 1,315 | 5.4% | $14.74万 | 加仓 |
| USB | US BANCORP | $290.91万 | 0.21% | 55,933 | 794 | 1.4% | $4.13万 | 加仓 |
| EFV | ISHARES TR | $296.61万 | 0.21% | 39,894 | -35,686 | -47.2% | -$265.32万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $296.96万 | 0.21% | 60,005 | 8,340 | 16.1% | $41.27万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $298.63万 | 0.21% | 37,060 | 4,992 | 15.6% | $40.23万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $306.44万 | 0.22% | 96,760 | -1,096 | -1.1% | -$3.47万 | 减仓 |
| META | META PLATFORMS INC | $306.53万 | 0.22% | 5,358 | 15 | 0.3% | $8,581 | 加仓 |
| USMV | ISHARES TR | $308.16万 | 0.22% | 33,228 | -4,609 | -12.2% | -$42.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $309.39万 | 0.22% | 3,105 | 30 | 1.0% | $2.99万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $315.11万 | 0.22% | 33,317 | -231 | -0.7% | -$2.18万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $317.28万 | 0.23% | 96,290 | 3,262 | 3.5% | $10.75万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $320.13万 | 0.23% | 50,091 | 36,353 | 264.6% | $232.33万 | 加仓 |
| VGT | VANGUARD WORLD FD | $320.40万 | 0.23% | 4,592 | 356 | 8.4% | $24.84万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $323.44万 | 0.23% | 82,341 | -4 | -0.0% | -$157 | 减仓 |
| WMT | WALMART INC | $325.11万 | 0.23% | 26,160 | 1,398 | 5.6% | $17.37万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $330.57万 | 0.24% | 83,732 | 812 | 1.0% | $3.21万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $335.95万 | 0.24% | 37,875 | 25 | 0.1% | $2,218 | 加仓 |
| LRCX | LAM RESEARCH CORP | $341.82万 | 0.24% | 15,998 | -902 | -5.3% | -$19.27万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $356.41万 | 0.25% | 79,751 | -385 | -0.5% | -$1.72万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $358.76万 | 0.26% | 64,619 | -4,644 | -6.7% | -$25.78万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $362.06万 | 0.26% | 134,794 | 49,639 | 58.3% | $133.33万 | 加仓 |
| MGV | VANGUARD WORLD FD | $364.35万 | 0.26% | 25,136 | 155 | 0.6% | $2.25万 | 加仓 |
| AGG | ISHARES TR | $365.62万 | 0.26% | 36,831 | -561 | -1.5% | -$5.57万 | 减仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $365.78万 | 0.26% | 124,585 | 3,730 | 3.1% | $10.95万 | 加仓 |
| IWO | ISHARES TR | $368.04万 | 0.26% | 11,728 | 51 | 0.4% | $1.60万 | 加仓 |
| GFLW | VICTORY PORTFOLIOS II | $394.59万 | 0.28% | 150,057 | 2,115 | 1.4% | $5.56万 | 加仓 |
| ACWX | ISHARES TR | $396.59万 | 0.28% | 57,922 | 57,922 | — | $396.59万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $410.34万 | 0.29% | 137,329 | -626 | -0.5% | -$1.87万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $417.73万 | 0.30% | 91,087 | 1,702 | 1.9% | $7.81万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $421.24万 | 0.30% | 131,010 | 131,010 | — | $421.24万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $421.41万 | 0.30% | 9,648 | -247 | -2.5% | -$10.79万 | 减仓 |
| IUSB | ISHARES TR | $422.01万 | 0.30% | 91,364 | 2,225 | 2.5% | $10.28万 | 加仓 |
| DVY | ISHARES TR | $435.33万 | 0.31% | 28,752 | -578 | -2.0% | -$8.75万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $441.94万 | 0.31% | 47,643 | -1,821 | -3.7% | -$16.89万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $469.09万 | 0.33% | 17,336 | -657 | -3.7% | -$17.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $471.57万 | 0.34% | 203,088 | -7,671 | -3.6% | -$17.81万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $483.88万 | 0.34% | 133,484 | -613 | -0.5% | -$2.22万 | 减仓 |
| GOOG | ALPHABET INC | $489.68万 | 0.35% | 17,070 | 1,425 | 9.1% | $40.88万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $496.53万 | 0.35% | 16,880 | 49 | 0.3% | $1.44万 | 加仓 |
| ABBV | ABBVIE INC | $506.37万 | 0.36% | 23,282 | 108 | 0.5% | $2.35万 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $511.22万 | 0.36% | 93,595 | -711 | -0.8% | -$3.88万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $511.65万 | 0.36% | 7,867 | 1,115 | 16.5% | $72.52万 | 加仓 |
| — | PROSHARES TR | $552.48万 | 0.39% | 205,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $567.85万 | 0.40% | 15,275 | 940 | 6.6% | $34.94万 | 加仓 |
| — | RENAISSANCE CAP GREENWICH FD | $579.32万 | 0.41% | 138,328 | 2,830 | 2.1% | $11.85万 | 加仓 |
| MMM | 3M CO | $585.31万 | 0.42% | 40,302 | -29 | -0.1% | -$4,212 | 减仓 |
| MTUM | ISHARES TR | $587.02万 | 0.42% | 24,460 | 447 | 1.9% | $10.73万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $606.37万 | 0.43% | 50,219 | -1,261 | -2.4% | -$15.23万 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $622.80万 | 0.44% | 351,865 | 1,474 | 0.4% | $2.61万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $626.55万 | 0.45% | 10,485 | 274 | 2.7% | $16.37万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $679.30万 | 0.48% | 169,022 | 133,416 | 374.7% | $536.20万 | 加仓 |
| IVW | ISHARES TR | $683.66万 | 0.49% | 60,442 | -797 | -1.3% | -$9.01万 | 减仓 |
| AVGO | BROADCOM INC | $689.14万 | 0.49% | 22,266 | 404 | 1.8% | $12.50万 | 加仓 |
| MGC | VANGUARD WORLD FD | $696.70万 | 0.50% | 29,478 | 606 | 2.1% | $14.32万 | 加仓 |
| GOOGL | ALPHABET INC | $716.33万 | 0.51% | 24,911 | 504 | 2.1% | $14.49万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $724.89万 | 0.52% | 182,132 | -19,899 | -9.8% | -$79.20万 | 减仓 |