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
IQLT ISHARES TR $112.18万0.07%22,640 -107-0.5% -$5,302 减仓
— EXXON MOBIL CORP $110.11万0.07%8,053 -344-4.1% -$4.70万 减仓
VXUS VANGUARD STAR FDS $110.04万0.07%12,872 1,71215.3% $14.64万 加仓
TRV TRAVELERS COMPANIES INC $108.26万0.07%3,280 50.2% $1,650 加仓
AKRE PROFESIONALLY MANAGED PORTFO $108.25万0.07%20,352 -1,194-5.5% -$6.35万 减仓
ETN EATON CORP PLC $107.72万0.07%2,528 702.8% $2.98万 加仓
— INNOVATOR ETFS TRUST $106.93万0.07%39,088 00.0% — 不变
AXP AMERICAN EXPRESS CO $105.40万0.06%3,116 752.5% $2.54万 加仓
MS MORGAN STANLEY $103.43万0.06%4,948 -336-6.4% -$7.02万 减仓
DE DEERE & CO $102.99万0.06%1,624 -82-4.8% -$5.20万 减仓
— INNOVATOR ETFS TRUST $100.29万0.06%48,450 32,400201.9% $67.07万 加仓
BUFF INNOVATOR ETFS TRUST $100.11万0.06%19,003 2,56815.6% $13.53万 加仓
IWB ISHARES TR $99.78万0.06%2,437 -89-3.5% -$3.64万 减仓
FICO FAIR ISAAC CORP $99.76万0.06%835 -86-9.3% -$10.28万 减仓
PM PHILIP MORRIS INTL INC $99.47万0.06%5,498 1863.5% $3.36万 加仓
NFLX NETFLIX INC. $99.36万0.06%13,916 -2,834-16.9% -$20.24万 减仓
BUFQ FIRST TR EXCHNG TRADED FD VI $98.88万0.06%25,180 00.0% — 不变
ESGV VANGUARD WORLD FD $98.39万0.06%7,440 -275-3.6% -$3.64万 减仓
APH AMPHENOL CORP $95.20万0.06%5,399 3346.6% $5.89万 加仓
AMGN AMGEN INC $94.39万0.06%2,607 813.2% $2.93万 加仓
IREN IREN LIMITED $93.57万0.06%20,461 2,01210.9% $9.20万 加仓
XLV SELECT SECTOR SPDR TR $93.24万0.06%5,877 50.1% $793 加仓
PJUN INNOVATOR ETFS TRUST $92.95万0.06%21,502 4,02823.1% $17.41万 加仓
ORCL ORACLE CORP $92.72万0.06%6,327 70312.5% $10.30万 加仓
— INNOVATOR ETFS TRUST $91.88万0.06%32,651 00.0% — 不变
HIMS HIMS & HERS HEALTH INC $89.13万0.05%25,707 1890.7% $6,553 加仓
BMO BANK MONTREAL MEDIUM $88.90万0.05%5,031 -455-8.3% -$8.04万 减仓
GLW CORNING INC $88.89万0.05%3,480 1,12547.8% $28.74万 加仓
CIFR CIPHER DIGITAL INC $88.69万0.05%36,199 1,2133.5% $2.97万 加仓
VSGX VANGUARD WORLD FD $87.07万0.05%10,574 -9-0.1% -$741 减仓
XLU SELECT SECTOR SPDR TR $86.87万0.05%19,159 -748-3.8% -$3.39万 减仓
ACN ACCENTURE PLC IRELAND $85.23万0.05%6,849 1251.9% $1.56万 加仓
OPEN OPENDOOR TECHNOLOGIES INC $84.73万0.05%183,404 35,68024.2% $16.48万 加仓
CMI CUMMINS INC $83.28万0.05%1,168 17417.5% $12.41万 加仓
SNOW SNOWFLAKE INC $82.38万0.05%3,237 -799-19.8% -$20.33万 减仓
VIGI VANGUARD WHITEHALL FDS $82.14万0.05%8,796 3143.7% $2.93万 加仓
ASML ASML HLDG NV $81.57万0.05%410 4512.3% $8.95万 加仓
SGOL ETFS GOLD TR $80.87万0.05%21,153 -691-3.2% -$2.64万 减仓
EPD ENTERPRISE PRODS PARTNERS L $80.68万0.05%21,947 1950.9% $7,168 加仓
DAL DELTA AIR LINES INC $77.70万0.05%8,296 -410-4.7% -$3.84万 减仓
NULV NUSHARES ETF TR $76.92万0.05%15,387 -2,011-11.6% -$10.05万 减仓
GLDM WORLD GOLD TR $76.60万0.05%9,645 1,03112.0% $8.19万 加仓
BOXX EA SERIES TRUST $75.86万0.05%6,479 6,479— $75.86万 新建仓
CRWV COREWEAVE INC $75.22万0.05%7,557 72510.6% $7.22万 加仓
— INNOVATOR ETFS TRUST $74.38万0.05%35,300 35,300— $74.38万 新建仓
VDC VANGUARD WORLD FD $74.20万0.05%3,290 1,50984.7% $34.03万 加仓
TXN TEXAS INSTRS INC $74.11万0.05%2,486 733.0% $2.18万 加仓
— ABACUS FCF ETF TR $73.47万0.04%18,975 -594-3.0% -$2.30万 减仓
HACK AMPLIFY ETF TR $72.62万0.04%6,920 -55-0.8% -$5,772 减仓
GS GOLDMAN SACHS GROUP INC $72.40万0.04%716 -60-7.7% -$6.07万 减仓
IYE ISHARES TR $71.89万0.04%12,704 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $71.86万0.04%12,040 -13-0.1% -$776 减仓
IAU ISHARES GOLD TR $70.58万0.04%9,347 97211.6% $7.34万 加仓
BAC BANK OF AMER CORP $70.22万0.04%12,323 6135.2% $3.49万 加仓
EAGG ISHARES TR $70.20万0.04%14,808 -54-0.4% -$2,560 减仓
ISRG INTUITIVE SURGICAL INC $69.28万0.04%1,742 -148-7.8% -$5.89万 减仓
PRFZ INVESCO EXCHANGE TRADED FD T $68.81万0.04%12,338 20.0% $112 加仓
SO SOUTHERN CO $68.60万0.04%7,167 -495-6.5% -$4.74万 减仓
NU NU HLDGS LTD $68.42万0.04%51,209 -5,490-9.7% -$7.33万 减仓
SUN SUNOCO LP/SUNOCO FIN CORP $67.98万0.04%10,071 520.5% $3,510 加仓
MAIN MAIN STR CAP CORP $67.63万0.04%13,036 1871.5% $9,701 加仓
PAVE GLOBAL X FDS $67.27万0.04%11,417 -260-2.2% -$1.53万 减仓
NEE NEXTERA ENERGY INC $67.15万0.04%7,651 720.9% $6,319 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $66.54万0.04%19,220 1000.5% $3,462 加仓
KKR KKR & CO INC $66.22万0.04%7,215 2403.4% $2.20万 加仓
ET ENERGY TRANSFER L P $65.31万0.04%34,161 -4,745-12.2% -$9.07万 减仓
NUSC NUSHARES ETF TR $64.04万0.04%12,288 -67-0.5% -$3,492 减仓
HOLA J P MORGAN EXCHANGE TRADED F $63.28万0.04%11,429 -568-4.7% -$3.15万 减仓
MA MASTERCARD INCORPORATED $62.40万0.04%1,215 -57-4.5% -$2.93万 减仓
— INNOVATOR ETFS TRUST $62.24万0.04%18,322 00.0% — 不变
NLR VANECK ETF TRUST $61.76万0.04%5,325 2003.9% $2.32万 加仓
TMO THERMO FISHER SCIENTIFIC INC $61.54万0.04%1,227 -70-5.4% -$3.51万 减仓
— INNOVATOR ETFS TRUST $61.16万0.04%19,579 00.0% — 不变
MUB ISHARES TR $60.29万0.04%5,602 -1,367-19.6% -$14.71万 减仓
TJX TJX COS INC NEW $58.94万0.04%3,891 190.5% $2,878 加仓
— ISHARES TR $58.83万0.04%21,112 00.0% — 不变
— ISHARES TR $58.71万0.04%20,156 00.0% — 不变
PPH VANECK ETF TRUST $58.66万0.04%5,364 -700-11.5% -$7.65万 减仓
VZ VERIZON COMMUNICATIONS INC $57.99万0.04%13,695 -10,924-44.4% -$46.25万 减仓
DELL DELL TECHNOLOGIES INC $57.81万0.04%1,340 -136-9.2% -$5.87万 减仓
LMND LEMONADE INC $57.38万0.04%8,821 3,69572.1% $24.04万 加仓
MRVL MARVELL TECHNOLOGY INC $57.20万0.03%1,920 1,920— $57.20万 新建仓
— INNOVATOR ETFS TRUST $56.75万0.03%15,428 -216-1.4% -$7,946 减仓
FXH FIRST TR EXCHANGE-TRADED FD $56.39万0.03%4,607 -20-0.4% -$2,448 减仓
— QORVO INC $56.04万0.03%6,008 00.0% — 不变
SLV ISHARES SILVER TR $55.68万0.03%10,413 7728.0% $4.13万 加仓
BPRE BLUEROCK PVT REAL ESTATE FD $55.55万0.03%42,700 -2,500-5.5% -$3.25万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $55.39万0.03%6,165 -1,718-21.8% -$15.44万 减仓
KO COCA COLA CO $55.35万0.03%6,811 93816.0% $7.62万 加仓
SCHH SCHWAB STRATEGIC TR $54.96万0.03%23,210 270.1% $639 加仓
ABT ABBOTT LABORATORIES $54.96万0.03%6,057 -334-5.2% -$3.03万 减仓
WPM WHEATON PRECIOUS METALS CORP $54.74万0.03%4,874 2084.5% $2.34万 加仓
UJAN INNOVATOR ETFS TRUST $54.62万0.03%12,048 00.0% — 不变
DMAR FIRST TR EXCHNG TRADED FD VI $54.50万0.03%12,184 00.0% — 不变
KJAN INNOVATOR ETFS TRUST $54.34万0.03%11,908 -497-4.0% -$2.27万 减仓
LOW LOWES COS INC $54.10万0.03%2,454 -407-14.2% -$8.97万 减仓
SPG SIMON PPTY GROUP INC NEW $54.10万0.03%2,419 31214.8% $6.98万 加仓
— INNOVATOR ETFS TRUST $54.09万0.03%19,323 00.0% — 不变
EEM ISHARES TR $53.76万0.03%7,859 1,85030.8% $12.66万 加仓
FAST FASTENAL CO $53.35万0.03%11,109 8007.8% $3.84万 加仓