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 |
|---|---|---|---|---|---|---|---|---|
| DE | DEERE & CO | $96.11万 | 0.07% | 1,706 | 31 | 1.9% | $1.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $95.52万 | 0.07% | 3,275 | 24 | 0.7% | $7,000 | 加仓 |
| GEV | GE VERNOVA INC | $94.19万 | 0.07% | 1,079 | 157 | 17.0% | $13.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $91.97万 | 0.07% | 3,041 | 50 | 1.7% | $1.51万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $91.35万 | 0.06% | 19,907 | -281 | -1.4% | -$1.29万 | 减仓 |
| IWB | ISHARES TR | $90.08万 | 0.06% | 2,526 | -41 | -1.6% | -$1.46万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $88.94万 | 0.06% | 25,180 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $88.86万 | 0.06% | 2,526 | -215 | -7.8% | -$7.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $88.48万 | 0.06% | 32,651 | -102 | -0.3% | -$2,764 | 减仓 |
| ETN | EATON CORP PLC | $87.92万 | 0.06% | 2,458 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $87.84万 | 0.06% | 5,312 | 327 | 6.6% | $5.41万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $87.13万 | 0.06% | 1,890 | 28 | 1.5% | $1.29万 | 加仓 |
| MS | MORGAN STANLEY | $86.96万 | 0.06% | 5,284 | 308 | 6.2% | $5.07万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $86.62万 | 0.06% | 7,715 | 56 | 0.7% | $6,287 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $86.08万 | 0.06% | 5,872 | -379 | -6.1% | -$5.56万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $86.05万 | 0.06% | 11,160 | 347 | 3.2% | $2.68万 | 加仓 |
| ORCL | ORACLE CORP | $82.73万 | 0.06% | 5,624 | 173 | 3.2% | $2.54万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $82.31万 | 0.06% | 21,752 | 220 | 1.0% | $8,325 | 加仓 |
| IYE | ISHARES TR | $82.28万 | 0.06% | 12,704 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $81.48万 | 0.06% | 56,699 | 2,905 | 5.4% | $4.17万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $81.21万 | 0.06% | 16,435 | 16,435 | — | $81.21万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $80.11万 | 0.06% | 2,371 | 632 | 36.3% | $21.35万 | 加仓 |
| GLDM | WORLD GOLD TR | $79.84万 | 0.06% | 8,614 | -17,153 | -66.6% | -$158.99万 | 减仓 |
| NULV | NUSHARES ETF TR | $79.16万 | 0.06% | 17,398 | -107 | -0.6% | -$4,869 | 减仓 |
| RTX | RTX CORPORATION | $77.37万 | 0.06% | 4,011 | 186 | 4.9% | $3.59万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $75.91万 | 0.05% | 10,583 | -8 | -0.1% | -$574 | 减仓 |
| ET | ENERGY TRANSFER L P | $75.09万 | 0.05% | 38,906 | 4,327 | 12.5% | $8.35万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $75.08万 | 0.05% | 45,200 | 1,500 | 3.4% | $2.49万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $75.04万 | 0.05% | 8,482 | 386 | 4.8% | $3.41万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $74.25万 | 0.05% | 5,486 | 12 | 0.2% | $1,624 | 加仓 |
| MUB | ISHARES TR | $73.98万 | 0.05% | 6,969 | 299 | 4.5% | $3.17万 | 加仓 |
| SO | SOUTHERN CO | $73.95万 | 0.05% | 7,662 | -140 | -1.8% | -$1.35万 | 减仓 |
| IAU | ISHARES GOLD TR | $73.83万 | 0.05% | 8,375 | -2,109 | -20.1% | -$18.59万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $73.09万 | 0.05% | 17,474 | -1,450 | -7.7% | -$6.06万 | 减仓 |
| MSTR | STRATEGY INC | $72.65万 | 0.05% | 5,821 | 2,664 | 84.4% | $33.25万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $71.93万 | 0.05% | 1,836 | 65 | 3.7% | $2.55万 | 加仓 |
| EAGG | ISHARES TR | $70.67万 | 0.05% | 14,862 | 167 | 1.1% | $7,941 | 加仓 |
| NEE | NEXTERA ENERGY INC | $70.40万 | 0.05% | 7,579 | 283 | 3.9% | $2.63万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $69.13万 | 0.05% | 147,724 | 28,302 | 23.7% | $13.25万 | 加仓 |
| NLR | VANECK ETF TRUST | $68.26万 | 0.05% | 5,125 | 798 | 18.4% | $10.63万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $68.05万 | 0.05% | 12,849 | 167 | 1.3% | $8,844 | 加仓 |
| LOW | LOWES COS INC | $67.60万 | 0.05% | 2,861 | -36 | -1.2% | -$8,506 | 减仓 |
| SLV | ISHARES SILVER TR | $65.69万 | 0.05% | 9,641 | -437 | -4.3% | -$2.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $65.62万 | 0.05% | 776 | 138 | 21.6% | $11.67万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $65.62万 | 0.05% | 6,391 | -58 | -0.9% | -$5,955 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $65.15万 | 0.05% | 12,053 | 203 | 1.7% | $1.10万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $65.09万 | 0.05% | 10,019 | 56 | 0.6% | $3,638 | 加仓 |
| — | ABACUS FCF ETF TR | $64.93万 | 0.05% | 19,569 | -583 | -2.9% | -$1.93万 | 减仓 |
| KKR | KKR & CO INC | $64.52万 | 0.05% | 6,975 | 1,267 | 22.2% | $11.72万 | 加仓 |
| APH | AMPHENOL CORP | $64.00万 | 0.05% | 5,065 | -270 | -5.1% | -$3.41万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $63.74万 | 0.05% | 1,297 | -227 | -14.9% | -$11.16万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $63.58万 | 0.05% | 1,272 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $63.24万 | 0.04% | 18,449 | 4,612 | 33.3% | $15.81万 | 加仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $63.10万 | 0.04% | 11,997 | 0 | 0.0% | — | 不变 |
| PPH | VANECK ETF TRUST | $62.99万 | 0.04% | 6,064 | 0 | 0.0% | — | 不变 |
| AEM | AGNICO EAGLE MINES LTD | $62.11万 | 0.04% | 3,060 | 180 | 6.2% | $3.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $62.10万 | 0.04% | 7,504 | -1,434 | -16.0% | -$11.87万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $62.04万 | 0.04% | 1,589 | -145 | -8.4% | -$5.66万 | 减仓 |
| TJX | TJX COS INC NEW | $61.83万 | 0.04% | 3,872 | 13 | 0.3% | $2,076 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $61.13万 | 0.04% | 4,666 | -62 | -1.3% | -$8,123 | 减仓 |
| SNOW | SNOWFLAKE INC | $60.87万 | 0.04% | 4,036 | -38 | -0.9% | -$5,731 | 减仓 |
| PAVE | GLOBAL X FDS | $59.33万 | 0.04% | 11,677 | 153 | 1.3% | $7,774 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $59.29万 | 0.04% | 16,729 | 24 | 0.1% | $851 | 加仓 |
| — | INNOVATOR ETFS TRUST | $58.69万 | 0.04% | 18,322 | 0 | 0.0% | — | 不变 |
| NJUL | INNOVATOR ETFS TRUST | $58.66万 | 0.04% | 8,214 | -1,151 | -12.3% | -$8.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $58.51万 | 0.04% | 19,579 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $57.88万 | 0.04% | 8,706 | 68 | 0.8% | $4,521 | 加仓 |
| BAC | BANK AMERICA CORP | $57.09万 | 0.04% | 11,710 | -69 | -0.6% | -$3,364 | 减仓 |
| — | ISHARES TR | $56.76万 | 0.04% | 20,156 | -39 | -0.2% | -$1,098 | 减仓 |
| — | ISHARES TR | $56.63万 | 0.04% | 21,112 | -822 | -3.7% | -$2.20万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $56.59万 | 0.04% | 12,336 | 3 | 0.0% | $138 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $56.38万 | 0.04% | 19,120 | 700 | 3.8% | $2.06万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $55.73万 | 0.04% | 14,766 | 3,800 | 34.7% | $14.34万 | 加仓 |
| NUSC | NUSHARES ETF TR | $55.67万 | 0.04% | 12,355 | -92 | -0.7% | -$4,145 | 减仓 |
| — | INNOVATOR ETFS TRUST | $53.92万 | 0.04% | 15,644 | -39 | -0.2% | -$1,344 | 减仓 |
| CMI | CUMMINS INC | $53.49万 | 0.04% | 994 | 5 | 0.5% | $2,690 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $52.98万 | 0.04% | 25,518 | 513 | 2.1% | $1.06万 | 加仓 |
| CRWV | COREWEAVE INC | $52.93万 | 0.04% | 6,832 | -230 | -3.3% | -$1.78万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.67万 | 0.04% | 19,323 | 1,000 | 5.5% | $2.73万 | 加仓 |
| HACK | AMPLIFY ETF TR | $52.38万 | 0.04% | 6,975 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $52.31万 | 0.04% | 21,552 | -4,505 | -17.3% | -$10.93万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $52.26万 | 0.04% | 865 | 82 | 10.5% | $4.95万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $51.76万 | 0.04% | 12,405 | -249 | -2.0% | -$1.04万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $51.71万 | 0.04% | 14,753 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $51.66万 | 0.04% | 12,184 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $51.24万 | 0.04% | 5,114 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $51.22万 | 0.04% | 12,048 | 5,350 | 79.9% | $22.74万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $50.79万 | 0.04% | 4,627 | -931 | -16.8% | -$10.22万 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $50.52万 | 0.04% | 15,958 | 567 | 3.7% | $1.80万 | 加仓 |
| — | ETF SER SOLUTIONS | $50.39万 | 0.04% | 11,359 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $49.82万 | 0.04% | 23,183 | -206 | -0.9% | -$4,427 | 减仓 |
| SDOG | ALPS ETF TR | $49.45万 | 0.04% | 7,603 | -32 | -0.4% | -$2,081 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $49.41万 | 0.04% | 7,883 | -3,497 | -30.7% | -$21.92万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $48.69万 | 0.03% | 9,550 | 2,000 | 26.5% | $10.20万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $48.23万 | 0.03% | 12,951 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $48.21万 | 0.03% | 365 | 6 | 1.7% | $7,925 | 加仓 |
| FAST | FASTENAL CO | $47.83万 | 0.03% | 10,309 | 65 | 0.6% | $3,016 | 加仓 |
| EFA | ISHARES TR | $47.60万 | 0.03% | 4,901 | -363 | -6.9% | -$3.53万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $46.87万 | 0.03% | 19,546 | 285 | 1.5% | $6,834 | 加仓 |
| TXN | TEXAS INSTRS INC | $46.85万 | 0.03% | 2,413 | 37 | 1.6% | $7,183 | 加仓 |