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 |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | $4,647.84万 | 3.31% | 396,641 | 39,071 | 10.9% | $457.83万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $4,267.76万 | 3.04% | 1,465,074 | -91,071 | -5.9% | -$265.29万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $3,750.03万 | 2.67% | 796,523 | 32,997 | 4.3% | $155.35万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $3,640.64万 | 2.59% | 1,078,068 | -201,982 | -15.8% | -$682.09万 | 减仓 |
| AAPL | APPLE INC | $3,165.72万 | 2.25% | 124,738 | 2,806 | 2.3% | $71.21万 | 加仓 |
| EMXC | ISHARES INC | $2,974.51万 | 2.12% | 378,148 | 70,984 | 23.1% | $558.36万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,882.03万 | 2.05% | 944,929 | 10,455 | 1.1% | $31.89万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,709.47万 | 1.93% | 155,360 | 1,049 | 0.7% | $18.29万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $2,538.13万 | 1.81% | 827,290 | 48,561 | 6.2% | $148.99万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,411.28万 | 1.72% | 492,801 | 5,874 | 1.2% | $28.74万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,387.35万 | 1.70% | 964,585 | 284,259 | 41.8% | $703.54万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2,266.65万 | 1.61% | 909,935 | -41,694 | -4.4% | -$103.86万 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $2,098.04万 | 1.49% | 277,006 | 21,602 | 8.5% | $163.61万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,080.60万 | 1.48% | 96,745 | 959 | 1.0% | $20.62万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,026.03万 | 1.44% | 348,235 | 26,674 | 8.3% | $155.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,997.07万 | 1.42% | 34,600 | -79 | -0.2% | -$4.56万 | 减仓 |
| IWF | ISHARES TR | $1,980.64万 | 1.41% | 46,450 | -210 | -0.5% | -$8.95万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $1,952.11万 | 1.39% | 777,734 | -20,229 | -2.5% | -$50.77万 | 减仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1,875.83万 | 1.33% | 406,376 | 195,133 | 92.4% | $900.73万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,866.36万 | 1.33% | 97,247 | 6,574 | 7.3% | $126.17万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $1,713.10万 | 1.22% | 615,116 | 41,033 | 7.1% | $114.28万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $1,653.30万 | 1.18% | 195,610 | 10,767 | 5.8% | $91.00万 | 加仓 |
| RUNN | STRATEGIC TRUST | $1,556.18万 | 1.11% | 483,136 | 23,967 | 5.2% | $77.20万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,546.07万 | 1.10% | 41,767 | 560 | 1.4% | $20.73万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $1,512.17万 | 1.08% | 266,791 | -2,698 | -1.0% | -$15.29万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,511.87万 | 1.08% | 69,591 | 1,796 | 2.6% | $39.02万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,504.12万 | 1.07% | 326,486 | 31,175 | 10.6% | $143.62万 | 加仓 |
| DBEF | DBX ETF TR | $1,346.38万 | 0.96% | 272,546 | -194,568 | -41.7% | -$961.17万 | 减仓 |
| LOUP | INNOVATOR ETFS TRUST | $1,303.25万 | 0.93% | 189,302 | 5,871 | 3.2% | $40.42万 | 加仓 |
| AMZN | AMAZON COM INC | $1,267.40万 | 0.90% | 60,854 | 33 | 0.1% | $6,873 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $1,237.40万 | 0.88% | 412,055 | -1,665 | -0.4% | -$5.00万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $1,177.46万 | 0.84% | 404,904 | 6,974 | 1.8% | $20.28万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $1,165.52万 | 0.83% | 146,533 | 6,562 | 4.7% | $52.19万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,157.71万 | 0.82% | 48,721 | 8,284 | 20.5% | $196.84万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,101.79万 | 0.78% | 143,949 | 28,554 | 24.7% | $218.55万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,082.38万 | 0.77% | 22,587 | -765 | -3.3% | -$36.66万 | 减仓 |
| IWD | ISHARES TR | $1,021.55万 | 0.73% | 47,810 | 17 | 0.0% | $3,632 | 加仓 |
| IBB | ISHARES TR | $1,015.81万 | 0.72% | 60,161 | 2,577 | 4.5% | $43.51万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $999.32万 | 0.71% | 197,454 | 4,580 | 2.4% | $23.18万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $915.24万 | 0.65% | 274,271 | -1,466 | -0.5% | -$4.89万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $854.55万 | 0.61% | 127,984 | 9,473 | 8.0% | $63.25万 | 加仓 |
| IVE | ISHARES TR | $796.79万 | 0.57% | 37,736 | 392 | 1.0% | $8.28万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $795.37万 | 0.57% | 124,121 | 1,287 | 1.0% | $8.25万 | 加仓 |
| BALL | BALL CORP | $786.83万 | 0.56% | 133,113 | -10 | -0.0% | -$591 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $768.44万 | 0.55% | 101,578 | 39,074 | 62.5% | $295.59万 | 加仓 |
| QUAL | ISHARES TR | $758.79万 | 0.54% | 39,559 | -3,501 | -8.1% | -$67.15万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $748.13万 | 0.53% | 51,143 | -102 | -0.2% | -$1.49万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $739.69万 | 0.53% | 76,557 | 342 | 0.4% | $3.30万 | 加仓 |
| NOBL | PROSHARES TR | $725.63万 | 0.52% | 68,449 | 177 | 0.3% | $1.88万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $724.89万 | 0.52% | 182,132 | -19,899 | -9.8% | -$79.20万 | 减仓 |
| GOOGL | ALPHABET INC | $716.33万 | 0.51% | 24,911 | 504 | 2.1% | $14.49万 | 加仓 |
| MGC | VANGUARD WORLD FD | $696.70万 | 0.50% | 29,478 | 606 | 2.1% | $14.32万 | 加仓 |
| AVGO | BROADCOM INC | $689.14万 | 0.49% | 22,266 | 404 | 1.8% | $12.50万 | 加仓 |
| IVW | ISHARES TR | $683.66万 | 0.49% | 60,442 | -797 | -1.3% | -$9.01万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $679.30万 | 0.48% | 169,022 | 133,416 | 374.7% | $536.20万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $626.55万 | 0.45% | 10,485 | 274 | 2.7% | $16.37万 | 加仓 |
| BWB | BRIDGEWATER BANCSHARES INC | $622.80万 | 0.44% | 351,865 | 1,474 | 0.4% | $2.61万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $606.37万 | 0.43% | 50,219 | -1,261 | -2.4% | -$15.23万 | 减仓 |
| MTUM | ISHARES TR | $587.02万 | 0.42% | 24,460 | 447 | 1.9% | $10.73万 | 加仓 |
| MMM | 3M CO | $585.31万 | 0.42% | 40,302 | -29 | -0.1% | -$4,212 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $579.32万 | 0.41% | 138,328 | 2,830 | 2.1% | $11.85万 | 加仓 |
| TSLA | TESLA INC | $567.85万 | 0.40% | 15,275 | 940 | 6.6% | $34.94万 | 加仓 |
| — | PROSHARES TR | $552.48万 | 0.39% | 205,000 | 0 | 0.0% | — | 不变 |
| 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 |
| NAPR | INNOVATOR ETFS TRUST | $511.22万 | 0.36% | 93,595 | -711 | -0.8% | -$3.88万 | 减仓 |
| ABBV | ABBVIE INC | $506.37万 | 0.36% | 23,282 | 108 | 0.5% | $2.35万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $496.53万 | 0.35% | 16,880 | 49 | 0.3% | $1.44万 | 加仓 |
| GOOG | ALPHABET INC | $489.68万 | 0.35% | 17,070 | 1,425 | 9.1% | $40.88万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $483.88万 | 0.34% | 133,484 | -613 | -0.5% | -$2.22万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $471.57万 | 0.34% | 203,088 | -7,671 | -3.6% | -$17.81万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $469.09万 | 0.33% | 17,336 | -657 | -3.7% | -$17.78万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $441.94万 | 0.31% | 47,643 | -1,821 | -3.7% | -$16.89万 | 减仓 |
| DVY | ISHARES TR | $435.33万 | 0.31% | 28,752 | -578 | -2.0% | -$8.75万 | 减仓 |
| IUSB | ISHARES TR | $422.01万 | 0.30% | 91,364 | 2,225 | 2.5% | $10.28万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $421.41万 | 0.30% | 9,648 | -247 | -2.5% | -$10.79万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $421.24万 | 0.30% | 131,010 | 131,010 | — | $421.24万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $417.73万 | 0.30% | 91,087 | 1,702 | 1.9% | $7.81万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $410.34万 | 0.29% | 137,329 | -626 | -0.5% | -$1.87万 | 减仓 |
| ACWX | ISHARES TR | $396.59万 | 0.28% | 57,922 | 57,922 | — | $396.59万 | 新建仓 |
| GFLW | VICTORY PORTFOLIOS II | $394.59万 | 0.28% | 150,057 | 2,115 | 1.4% | $5.56万 | 加仓 |
| IWO | ISHARES TR | $368.04万 | 0.26% | 11,728 | 51 | 0.4% | $1.60万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $365.78万 | 0.26% | 124,585 | 3,730 | 3.1% | $10.95万 | 加仓 |
| AGG | ISHARES TR | $365.62万 | 0.26% | 36,831 | -561 | -1.5% | -$5.57万 | 减仓 |
| MGV | VANGUARD WORLD FD | $364.35万 | 0.26% | 25,136 | 155 | 0.6% | $2.25万 | 加仓 |
| BUFG | FIRST TR EXCHNG TRADED FD VI | $362.06万 | 0.26% | 134,794 | 49,639 | 58.3% | $133.33万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $358.76万 | 0.26% | 64,619 | -4,644 | -6.7% | -$25.78万 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $356.41万 | 0.25% | 79,751 | -385 | -0.5% | -$1.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $341.82万 | 0.24% | 15,998 | -902 | -5.3% | -$19.27万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $335.95万 | 0.24% | 37,875 | 25 | 0.1% | $2,218 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $330.57万 | 0.24% | 83,732 | 812 | 1.0% | $3.21万 | 加仓 |
| WMT | WALMART INC | $325.11万 | 0.23% | 26,160 | 1,398 | 5.6% | $17.37万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $323.44万 | 0.23% | 82,341 | -4 | -0.0% | -$157 | 减仓 |
| VGT | VANGUARD WORLD FD | $320.40万 | 0.23% | 4,592 | 356 | 8.4% | $24.84万 | 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 |
| BAI | BLACKROCK ETF TRUST | $317.28万 | 0.23% | 96,290 | 3,262 | 3.5% | $10.75万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $315.11万 | 0.22% | 33,317 | -231 | -0.7% | -$2.18万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $309.39万 | 0.22% | 3,105 | 30 | 1.0% | $2.99万 | 加仓 |
| USMV | ISHARES TR | $308.16万 | 0.22% | 33,228 | -4,609 | -12.2% | -$42.74万 | 减仓 |
| META | META PLATFORMS INC | $306.53万 | 0.22% | 5,358 | 15 | 0.3% | $8,581 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $306.44万 | 0.22% | 96,760 | -1,096 | -1.1% | -$3.47万 | 减仓 |