Tradition Wealth Management, LLC
EDINA MN · SEC CIK 0001843010
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | $5,577.41万 | 3.41% | 414,000 | 17,359 | 4.4% | $233.86万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $5,045.98万 | 3.08% | 1,491,128 | 26,054 | 1.8% | $88.17万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,933.99万 | 2.40% | 838,089 | 41,566 | 5.2% | $195.11万 | 加仓 |
| EMXC | ISHARES INC | $3,931.11万 | 2.40% | 384,272 | 6,124 | 1.6% | $62.65万 | 加仓 |
| AAPL | APPLE INC | $3,615.63万 | 2.21% | 124,953 | 215 | 0.2% | $6.22万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,416.82万 | 2.09% | 935,346 | -142,722 | -13.2% | -$521.36万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $3,316.23万 | 2.03% | 952,665 | 7,736 | 0.8% | $26.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $3,148.60万 | 1.92% | 157,359 | 1,999 | 1.3% | $40.00万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,826.21万 | 1.73% | 1,020,294 | 55,709 | 5.8% | $154.31万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,720.81万 | 1.66% | 858,029 | 30,739 | 3.7% | $97.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,564.91万 | 1.57% | 34,830 | 230 | 0.7% | $16.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,514.09万 | 1.54% | 476,515 | -16,286 | -3.3% | -$85.92万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,445.59万 | 1.50% | 359,593 | 11,358 | 3.3% | $77.25万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,396.35万 | 1.46% | 290,502 | 13,496 | 4.9% | $111.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,359.71万 | 1.44% | 956,897 | 46,962 | 5.2% | $115.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,324.01万 | 1.42% | 98,217 | 1,472 | 1.5% | $34.83万 | 加仓 |
| IWF | ISHARES TR | $2,291.88万 | 1.40% | 184,576 | -1,224 | -0.7% | -$15.20万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,279.54万 | 1.39% | 787,134 | 9,400 | 1.2% | $27.22万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $2,072.30万 | 1.27% | 450,990 | 44,614 | 11.0% | $205.00万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,062.08万 | 1.26% | 96,916 | -331 | -0.3% | -$7.04万 | 减仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,996.93万 | 1.22% | 202,549 | 6,939 | 3.5% | $68.41万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,977.29万 | 1.21% | 635,786 | 20,670 | 3.4% | $64.28万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,947.49万 | 1.19% | 221,608 | 77,659 | 53.9% | $682.47万 | 加仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,862.82万 | 1.14% | 189,004 | -298 | -0.2% | -$2.94万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,705.47万 | 1.04% | 70,187 | 596 | 0.9% | $14.48万 | 加仓 |
| RUNN | STRATEGIC TRUST | $1,686.42万 | 1.03% | 520,567 | 37,431 | 7.7% | $121.26万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,667.91万 | 1.02% | 149,519 | 2,986 | 2.0% | $33.31万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,637.04万 | 1.00% | 355,491 | 29,005 | 8.9% | $133.57万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,576.03万 | 0.96% | 42,251 | 484 | 1.2% | $18.05万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,571.93万 | 0.96% | 278,316 | 11,525 | 4.3% | $65.09万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,556.71万 | 0.95% | 51,382 | 2,661 | 5.5% | $80.62万 | 加仓 |
| AMZN | AMAZON COM INC | $1,507.33万 | 0.92% | 63,243 | 2,389 | 3.9% | $56.94万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,464.39万 | 0.90% | 405,312 | 408 | 0.1% | $1.47万 | 加仓 |
| DBEF | DBX ETF TR | $1,427.87万 | 0.87% | 261,372 | -11,174 | -4.1% | -$61.04万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $1,368.89万 | 0.84% | 400,259 | -11,796 | -2.9% | -$40.34万 | 减仓 |
| IBB | ISHARES TR | $1,182.68万 | 0.72% | 62,184 | 2,023 | 3.4% | $38.48万 | 加仓 |
| IWD | ISHARES TR | $1,159.08万 | 0.71% | 47,811 | 1 | 0.0% | $242 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,059.69万 | 0.65% | 21,177 | -1,410 | -6.2% | -$70.56万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $1,050.77万 | 0.64% | 134,663 | 6,679 | 5.2% | $52.12万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,045.78万 | 0.64% | 206,798 | 9,344 | 4.7% | $47.25万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $950.52万 | 0.58% | 270,688 | -3,583 | -1.3% | -$12.58万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $935.87万 | 0.57% | 123,662 | 22,084 | 21.7% | $167.13万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $916.03万 | 0.56% | 76,893 | 336 | 0.4% | $4.00万 | 加仓 |
| GOOGL | ALPHABET INC | $911.96万 | 0.56% | 25,519 | 608 | 2.4% | $21.73万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $897.07万 | 0.55% | 125,905 | 1,784 | 1.4% | $12.71万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $865.90万 | 0.53% | 12,608 | 2,123 | 20.2% | $145.80万 | 加仓 |
| AVGO | BROADCOM INC | $853.13万 | 0.52% | 22,584 | 318 | 1.4% | $12.01万 | 加仓 |
| IVW | ISHARES TR | $844.93万 | 0.52% | 61,436 | 994 | 1.6% | $13.67万 | 加仓 |
| MTUM | ISHARES TR | $836.38万 | 0.51% | 24,396 | -64 | -0.3% | -$2.19万 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $830.85万 | 0.51% | 139,827 | 1,499 | 1.1% | $8.91万 | 加仓 |
| BALL | BALL CORP | $830.18万 | 0.51% | 133,041 | -72 | -0.1% | -$4,493 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $827.73万 | 0.51% | 175,366 | 6,344 | 3.8% | $29.94万 | 加仓 |
| MGC | VANGUARD WORLD FD | $807.21万 | 0.49% | 29,500 | 22 | 0.1% | $6,020 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $783.40万 | 0.48% | 51,631 | 1,412 | 2.8% | $21.42万 | 加仓 |
| — | PROSHARES TR | $777.02万 | 0.48% | 205,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $774.73万 | 0.47% | 137,951 | 1,053 | 0.8% | $5.91万 | 加仓 |
| IVE | ISHARES TR | $766.36万 | 0.47% | 33,751 | -3,985 | -10.6% | -$90.48万 | 减仓 |
| IUSB | ISHARES TR | $755.49万 | 0.46% | 163,704 | 72,340 | 79.2% | $333.85万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $743.12万 | 0.45% | 176,095 | -6,037 | -3.3% | -$25.48万 | 减仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $735.45万 | 0.45% | 349,549 | -2,316 | -0.7% | -$4.87万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $705.85万 | 0.43% | 16,983 | -353 | -2.0% | -$14.67万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $684.28万 | 0.42% | 15,791 | -207 | -1.3% | -$8.97万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $652.94万 | 0.40% | 8,743 | 876 | 11.1% | $65.42万 | 加仓 |
| TSLA | TESLA INC | $646.84万 | 0.40% | 15,379 | 104 | 0.7% | $4.37万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $639.00万 | 0.39% | 165,630 | 165,630 | — | $639.00万 | 新建仓 |
| MMM | 3M CO | $637.43万 | 0.39% | 39,370 | -932 | -2.3% | -$15.09万 | 减仓 |
| VGT | VANGUARD WORLD FD | $630.25万 | 0.39% | 52,732 | 15,996 | 43.5% | $191.18万 | 加仓 |
| GOOG | ALPHABET INC | $628.42万 | 0.38% | 17,786 | 716 | 4.2% | $25.30万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $598.06万 | 0.37% | 51,260 | 117 | 0.2% | $1.37万 | 加仓 |
| ABBV | ABBVIE INC | $580.34万 | 0.35% | 23,062 | -220 | -0.9% | -$5.54万 | 减仓 |
| NAPR | INNOVATOR ETFS TRUST | $553.92万 | 0.34% | 93,567 | -28 | -0.0% | -$1,658 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $548.54万 | 0.34% | 149,875 | 18,865 | 14.4% | $69.05万 | 加仓 |
| QUAL | ISHARES TR | $539.12万 | 0.33% | 24,569 | -14,990 | -37.9% | -$328.93万 | 减仓 |
| KAPR | INNOVATOR ETFS TRUST | $530.08万 | 0.32% | 133,185 | -299 | -0.2% | -$1.19万 | 减仓 |
| ACWX | ISHARES TR | $527.77万 | 0.32% | 69,343 | 11,421 | 19.7% | $86.93万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $513.62万 | 0.31% | 15,691 | -1,189 | -7.0% | -$38.92万 | 减仓 |
| GFLW | VICTORY PORTFOLIOS II | $513.25万 | 0.31% | 149,707 | -350 | -0.2% | -$1.20万 | 减仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $497.61万 | 0.30% | 169,744 | 34,950 | 25.9% | $102.46万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $481.68万 | 0.29% | 208,247 | 5,159 | 2.5% | $11.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $464.73万 | 0.28% | 53,950 | -3,938 | -6.8% | -$33.92万 | 减仓 |
| IWO | ISHARES TR | $459.12万 | 0.28% | 11,654 | -74 | -0.6% | -$2.92万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $447.60万 | 0.27% | 136,010 | -1,319 | -1.0% | -$4.34万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $442.81万 | 0.27% | 72,048 | 7,429 | 11.5% | $45.66万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $439.09万 | 0.27% | 46,752 | -891 | -1.9% | -$8.37万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $434.76万 | 0.27% | 82,465 | -13,825 | -14.4% | -$72.89万 | 减仓 |
| DVY | ISHARES TR | $431.87万 | 0.26% | 27,631 | -1,121 | -3.9% | -$17.52万 | 减仓 |
| MGV | VANGUARD WORLD FD | $414.32万 | 0.25% | 25,348 | 212 | 0.8% | $3.47万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $410.61万 | 0.25% | 124,541 | -44 | -0.0% | -$1,451 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $404.22万 | 0.25% | 88,355 | 4,623 | 5.5% | $21.15万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $401.83万 | 0.25% | 78,836 | -915 | -1.1% | -$4.66万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $385.98万 | 0.24% | 94,789 | 12,448 | 15.1% | $50.69万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $381.29万 | 0.23% | 39,541 | 1,666 | 4.4% | $16.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $376.31万 | 0.23% | 6,478 | 360 | 5.9% | $20.91万 | 加仓 |
| WTAI | WISDOMTREE TR | $372.76万 | 0.23% | 78,525 | 6,643 | 9.2% | $31.53万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $366.43万 | 0.22% | 33,584 | 267 | 0.8% | $2.91万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $359.95万 | 0.22% | 60,690 | 685 | 1.1% | $4.06万 | 加仓 |
| AIQ | GLOBAL X FDS | $359.94万 | 0.22% | 54,861 | 4,141 | 8.2% | $27.17万 | 加仓 |
| AGG | ISHARES TR | $356.97万 | 0.22% | 36,065 | -766 | -2.1% | -$7.58万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $354.16万 | 0.22% | 21,924 | -3,634 | -14.2% | -$58.70万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $350.47万 | 0.21% | 3,036 | 665 | 28.0% | $76.77万 | 加仓 |