Tradition Wealth Management, LLC 13F 持仓 · 2026年Q2
Tradition Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 538 只证券，申报市值合计 16.36 亿美元。前几大持仓：BBUS（3.41%）、SCHG（3.08%）、EMXC（2.40%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BBUS | J P MORGAN EXCHANGE TRADED F | $55.8M | 3.41% | 414,000 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $50.5M | 3.08% | 1.5M | 增持 |
| 3 | EMXC | ISHARES INC | $39.3M | 2.40% | 384,272 | 增持 |
| 4 | JCPB | J P MORGAN EXCHANGE TRADED F | $39.3M | 2.40% | 838,089 | 增持 |
| 5 | AAPL | APPLE INC | $36.2M | 2.21% | 124,953 | 增持 |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | $34.2M | 2.09% | 935,346 | 减持 |
| 7 | SCHV | SCHWAB STRATEGIC TR | $33.2M | 2.03% | 952,665 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $31.5M | 1.92% | 157,359 | 增持 |
| 9 | SCHF | SCHWAB STRATEGIC TR | $28.3M | 1.73% | 1.0M | 增持 |
| 10 | SCHD | SCHWAB STRATEGIC TR | $27.2M | 1.66% | 858,029 | 增持 |
| 11 | QQQ | INVESCO QQQ TR | $25.6M | 1.57% | 34,830 | 增持 |
| 12 | FNDF | SCHWAB STRATEGIC TR | $25.1M | 1.54% | 476,515 | 减持 |
| 13 | DYNF | BLACKROCK ETF TRUST | $24.5M | 1.50% | 359,593 | 增持 |
| 14 | JIRE | J P MORGAN EXCHANGE TRADED F | $24.0M | 1.46% | 290,502 | 增持 |
| 15 | SCHR | SCHWAB STRATEGIC TR | $23.6M | 1.44% | 956,897 | 增持 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $23.2M | 1.42% | 98,217 | 增持 |
| 17 | IWF | ISHARES TR | $22.9M | 1.40% | 184,576 | 增持 |
| 18 | SCHB | SCHWAB STRATEGIC TR | $22.8M | 1.39% | 787,134 | 增持 |
| 19 | BBAG | J P MORGAN EXCHANGE TRADED F | $20.7M | 1.27% | 450,990 | 增持 |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $20.6M | 1.26% | 96,916 | 减持 |
| 21 | JGRO | J P MORGAN EXCHANGE TRADED F | $20.0M | 1.22% | 202,549 | 增持 |
| 22 | FNDX | SCHWAB STRATEGIC TR | $19.8M | 1.21% | 635,786 | 增持 |
| 23 | SPYM | SPDR SERIES TRUST | $19.5M | 1.19% | 221,608 | 增持 |
| 24 | LOUP | INNOVATOR ETFS TRUST | $18.6M | 1.14% | 189,004 | 减持 |
| 25 | VBR | VANGUARD INDEX FDS | $17.1M | 1.04% | 70,187 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR