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 |
|---|---|---|---|---|---|---|---|---|
| AVEM | AMERICAN CENTY ETF TR | $298.63万 | 0.21% | 37,060 | 4,992 | 15.6% | $40.23万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $296.96万 | 0.21% | 60,005 | 8,340 | 16.1% | $41.27万 | 加仓 |
| EFV | ISHARES TR | $296.61万 | 0.21% | 39,894 | -35,686 | -47.2% | -$265.32万 | 减仓 |
| USB | US BANCORP | $290.91万 | 0.21% | 55,933 | 794 | 1.4% | $4.13万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $286.53万 | 0.20% | 25,558 | 1,315 | 5.4% | $14.74万 | 加仓 |
| IJR | ISHARES TR | $281.96万 | 0.20% | 22,682 | -73 | -0.3% | -$9,075 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $279.11万 | 0.20% | 77,060 | 1,984 | 2.6% | $7.19万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $274.28万 | 0.20% | 82,193 | 4,000 | 5.1% | $13.35万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $269.44万 | 0.19% | 87,027 | -736 | -0.8% | -$2.28万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $266.42万 | 0.19% | 49,920 | -47,050 | -48.5% | -$251.11万 | 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 |
| WFC | WELLS FARGO & CO | $265.99万 | 0.19% | 33,411 | -520 | -1.5% | -$4.14万 | 减仓 |
| PBFR | PGIM ROCK ETF TR | $263.92万 | 0.19% | 91,006 | 91,006 | — | $263.92万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $261.56万 | 0.19% | 13,331 | 454 | 3.5% | $8.91万 | 加仓 |
| SHLD | GLOBAL X FDS | $259.86万 | 0.18% | 36,683 | 15,651 | 74.4% | $110.87万 | 加仓 |
| MBB | ISHARES TR | $256.38万 | 0.18% | 27,001 | 896 | 3.4% | $8.51万 | 加仓 |
| GOVT | ISHARES TR | $252.78万 | 0.18% | 110,338 | 97,682 | 771.8% | $223.79万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $250.10万 | 0.18% | 113,169 | 5 | 0.0% | $111 | 加仓 |
| VTI | VANGUARD INDEX FDS | $248.95万 | 0.18% | 7,760 | 184 | 2.4% | $5.90万 | 加仓 |
| XEL | XCEL ENERGY INC | $247.17万 | 0.18% | 31,113 | 256 | 0.8% | $2.03万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $246.05万 | 0.18% | 33,642 | 393 | 1.2% | $2.87万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $239.79万 | 0.17% | 7,934 | 163 | 2.1% | $4.93万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $239.38万 | 0.17% | 16,163 | -88 | -0.5% | -$1.30万 | 减仓 |
| IWN | ISHARES TR | $238.66万 | 0.17% | 12,588 | 110 | 0.9% | $2.09万 | 加仓 |
| AIQ | GLOBAL X FDS | $236.71万 | 0.17% | 50,720 | 7,084 | 16.2% | $33.06万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $235.54万 | 0.17% | 58,738 | -5,368 | -8.4% | -$21.53万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $233.32万 | 0.17% | 23,830 | -1 | -0.0% | -$98 | 减仓 |
| MCD | MCDONALDS CORP | $232.05万 | 0.17% | 7,466 | 79 | 1.1% | $2.46万 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $230.39万 | 0.16% | 93,884 | 93,884 | — | $230.39万 | 新建仓 |
| IVV | ISHARES TR | $225.87万 | 0.16% | 3,458 | 115 | 3.4% | $7.51万 | 加仓 |
| IWM | ISHARES TR | $223.57万 | 0.16% | 9,015 | 11 | 0.1% | $2,728 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $222.44万 | 0.16% | 42,834 | 969 | 2.3% | $5.03万 | 加仓 |
| CSCO | CISCO SYS INC | $222.36万 | 0.16% | 28,659 | 195 | 0.7% | $1.51万 | 加仓 |
| ABLD | ABACUS FCF ETF TR | $219.02万 | 0.16% | 70,135 | 998 | 1.4% | $3.12万 | 加仓 |
| CVX | CHEVRON CORPORATION | $218.48万 | 0.16% | 10,560 | 171 | 1.6% | $3.54万 | 加仓 |
| HDEF | DBX ETF TR | $213.72万 | 0.15% | 65,943 | -2,865 | -4.2% | -$9.29万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $211.53万 | 0.15% | 51,518 | 51,518 | — | $211.53万 | 新建仓 |
| WTAI | WISDOMTREE TR | $202.92万 | 0.14% | 71,882 | 21,801 | 43.5% | $61.54万 | 加仓 |
| IWS | ISHARES TR | $200.84万 | 0.14% | 13,781 | 0 | 0.0% | — | 不变 |
| PDEC | INNOVATOR ETFS TRUST | $195.73万 | 0.14% | 46,055 | -2,525 | -5.2% | -$10.73万 | 减仓 |
| QDPL | PACER FDS TR | $194.76万 | 0.14% | 48,523 | 10,367 | 27.2% | $41.61万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $193.04万 | 0.14% | 57,684 | 48,610 | 535.7% | $162.67万 | 加仓 |
| TGT | TARGET CORP | $192.97万 | 0.14% | 15,921 | 1,351 | 9.3% | $16.37万 | 加仓 |
| LLY | ELI LILLY & CO | $191.20万 | 0.14% | 2,079 | 163 | 8.5% | $14.99万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $190.16万 | 0.14% | 5,627 | 644 | 12.9% | $21.76万 | 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 |
| IAGG | ISHARES TR | $186.06万 | 0.13% | 37,183 | 1,544 | 4.3% | $7.73万 | 加仓 |
| CAT | CATERPILLAR INC | $185.46万 | 0.13% | 2,618 | 44 | 1.7% | $3.12万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $184.30万 | 0.13% | 8,955 | 9 | 0.1% | $1,852 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $183.14万 | 0.13% | 7,492 | 106 | 1.4% | $2.59万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $182.49万 | 0.13% | 165,002 | 1,217 | 0.7% | $1.35万 | 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 |
| — | TRUST FOR PROFESSIONAL MANAG | $176.89万 | 0.13% | 79,951 | 33,358 | 71.6% | $73.81万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $174.18万 | 0.12% | 40,772 | -18,018 | -30.6% | -$76.97万 | 减仓 |
| IWP | ISHARES TR | $172.94万 | 0.12% | 13,498 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $168.82万 | 0.12% | 37,299 | -3,129 | -7.7% | -$14.16万 | 减仓 |
| ITA | ISHARES TR | $167.23万 | 0.12% | 7,645 | 2,901 | 61.2% | $63.46万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $166.72万 | 0.12% | 104,988 | -24,608 | -19.0% | -$39.08万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $161.82万 | 0.12% | 6,676 | -1,181 | -15.0% | -$28.63万 | 减仓 |
| NFLX | NETFLIX INC. | $161.05万 | 0.11% | 16,750 | 665 | 4.1% | $6.39万 | 加仓 |
| — | EA SERIES TRUST | $161.00万 | 0.11% | 52,737 | 1,689 | 3.3% | $5.16万 | 加仓 |
| V | VISA INC | $156.01万 | 0.11% | 5,162 | 125 | 2.5% | $3.78万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $152.74万 | 0.11% | 11,493 | -745 | -6.1% | -$9.90万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $149.33万 | 0.11% | 61,227 | 33 | 0.1% | $805 | 加仓 |
| HD | HOME DEPOT INC | $149.00万 | 0.11% | 4,530 | -172 | -3.7% | -$5.66万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $146.48万 | 0.10% | 14,889 | 1,130 | 8.2% | $11.12万 | 加仓 |
| MDT | MEDTRONIC PLC | $144.95万 | 0.10% | 16,728 | -129 | -0.8% | -$1.12万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $144.57万 | 0.10% | 19,888 | -1,273 | -6.0% | -$9.25万 | 减仓 |
| GLD | SPDR GOLD TR | $143.93万 | 0.10% | 3,345 | 173 | 5.5% | $7.44万 | 加仓 |
| — | EXXON MOBIL CORP | $142.46万 | 0.10% | 8,397 | 685 | 8.9% | $11.62万 | 加仓 |
| — | GRANITESHARES ETF TR | $141.64万 | 0.10% | 25,878 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $141.11万 | 0.10% | 32,732 | -15,090 | -31.6% | -$65.05万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $138.24万 | 0.10% | 28,969 | 891 | 3.2% | $4.25万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $136.84万 | 0.10% | 37,398 | -676 | -1.8% | -$2.47万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $136.34万 | 0.10% | 18,954 | -1,839 | -8.8% | -$13.23万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $133.33万 | 0.09% | 6,724 | 34 | 0.5% | $6,742 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $133.28万 | 0.09% | 26,997 | -488 | -1.8% | -$2.41万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $132.74万 | 0.09% | 31,204 | 572 | 1.9% | $2.43万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $130.31万 | 0.09% | 28,248 | 7,342 | 35.1% | $33.87万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $124.46万 | 0.09% | 6,118 | 378 | 6.6% | $7.69万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $123.59万 | 0.09% | 24,619 | -1,626 | -6.2% | -$8.16万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $120.96万 | 0.09% | 9,216 | -17 | -0.2% | -$2,231 | 减仓 |
| SMH | VANECK ETF TRUST | $118.04万 | 0.08% | 3,079 | -65 | -2.1% | -$2.49万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $116.69万 | 0.08% | 10,875 | 2,670 | 32.5% | $28.65万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $116.44万 | 0.08% | 7,118 | 1,560 | 28.1% | $25.52万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $113.87万 | 0.08% | 21,546 | -629 | -2.8% | -$3.32万 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $108.86万 | 0.08% | 11,048 | -4,916 | -30.8% | -$48.44万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $107.09万 | 0.08% | 62,588 | 3,019 | 5.1% | $5.17万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $106.58万 | 0.08% | 32,347 | 195 | 0.6% | $6,425 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $106.52万 | 0.08% | 6,644 | -894 | -11.9% | -$14.33万 | 减仓 |
| MO | ALTRIA GROUP INC | $105.44万 | 0.08% | 15,979 | 263 | 1.7% | $1.74万 | 加仓 |
| IQLT | ISHARES TR | $105.16万 | 0.07% | 22,747 | -4,892 | -17.7% | -$22.62万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $104.20万 | 0.07% | 8,487 | 633 | 8.1% | $7.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $103.41万 | 0.07% | 39,088 | -417 | -1.1% | -$1.10万 | 减仓 |
| BX | BLACKSTONE INC | $102.07万 | 0.07% | 8,876 | 487 | 5.8% | $5.60万 | 加仓 |
| IYW | ISHARES TR | $101.53万 | 0.07% | 5,596 | -317 | -5.4% | -$5.75万 | 减仓 |
| — | HONEYWELL INTL INC | $98.40万 | 0.07% | 4,353 | 40 | 0.9% | $9,042 | 加仓 |
| FICO | FAIR ISAAC CORP | $98.32万 | 0.07% | 921 | -36 | -3.8% | -$3.84万 | 减仓 |
| SGOL | ETFS GOLD TR | $97.47万 | 0.07% | 21,844 | -403 | -1.8% | -$1.80万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $96.45万 | 0.07% | 11,359 | 0 | 0.0% | — | 不变 |