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Private Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Private Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001787027
持仓数
95
前50大市值合计
$320.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
21Q3
22Q3 调仓
2021-09-30 → 2022-09-30 · 共 115 项
建仓 14
增持 23
减持 31
清仓 47
方向
标的
Δ市值
现股数(环比)
清仓
JPST
J P MORGAN EXCHANGE-TRADED F
-$39.3M
0
-100%
减持
GLD
SPDR GOLD TR
-$20.8M
110,307
-51%
减持
DBA
INVESCO DB MULTI-SECTOR COMM
-$19.6M
1,810,081
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-3%
减持
EFA
ISHARES TR
-$19.5M
28,298
-90%
减持
XLI
SELECT SECTOR SPDR TR
-$12.5M
98,520
-51%
减持
FEZ
SPDR INDEX SHS FDS
-$11.7M
336,981
-11%
清仓
ICSH
ISHARES TR
-$9.8M
0
-100%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$6.5M
264,599
-5%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$6.0M
158,586
-18%
减持
XLE
SELECT SECTOR SPDR TR
-$5.9M
169,877
-16%
清仓
TIP
ISHARES TR
-$5.6M
0
-100%
减持
DBB
INVESCO DB MULTI-SECTOR COMM
-$5.4M
188,806
-55%
建仓
EMB
ISHARES TR
+$5.3M
66,365
减持
SLV
ISHARES SILVER TR
-$4.9M
222,715
-46%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$4.5M
77,009
建仓
TLT
ISHARES TR
+$4.3M
41,987
清仓
ILF
ISHARES TR
-$4.0M
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.8M
218,519
-9%
增持
T
AT&T INC
-$3.5M
325,506
+7%
减持
VTV
VANGUARD INDEX FDS
-$3.4M
57,752
-22%
减持
XLB
SELECT SECTOR SPDR TR
-$3.3M
153,213
-3%
清仓
KBE
SPDR SER TR
-$3.2M
0
-100%
清仓
F
FORD MTR CO DEL
-$3.1M
0
-100%
建仓
EWZ
ISHARES INC
+$3.1M
104,691
增持
XLU
SELECT SECTOR SPDR TR
+$2.6M
76,940
+113%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.6M
25,957
-4%
建仓
EWD
ISHARES INC
+$2.5M
93,315
增持
XLP
SELECT SECTOR SPDR TR
+$2.5M
146,925
+44%
清仓
USMV
ISHARES TR
-$2.5M
0
-100%
增持
XME
SPDR SER TR
+$2.4M
128,546
+80%
建仓
ITA
ISHARES TR
+$2.2M
24,583
减持
IVW
ISHARES TR
-$2.1M
79,188
-4%
清仓
INDA
ISHARES TR
-$2.0M
0
-100%
清仓
FXA
INVESCO CURRENCYSHARES AUSTR
-$2.0M
0
-100%
清仓
KRBN
KRANESHARES TR
-$1.9M
0
-100%
清仓
DON
WISDOMTREE TR
-$1.9M
0
-100%
减持
SDY
SPDR SER TR
-$1.9M
5,171
-74%
清仓
DES
WISDOMTREE TR
-$1.8M
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$1.8M
52,848
+436%
清仓
VBR
VANGUARD INDEX FDS
-$1.7M
0
-100%
建仓
—
ETF MANAGERS TR
+$1.6M
36,183
建仓
BROS
DUTCH BROS INC
+$1.5M
48,581
建仓
DIS
DISNEY WALT CO
+$1.5M
15,925
清仓
MU
MICRON TECHNOLOGY INC
-$1.5M
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
64,871
+34%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$1.5M
0
-100%
减持
AAPL
APPLE INC
-$1.4M
14,036
-33%
减持
NOK
NOKIA CORP
-$1.3M
185,460
-50%
清仓
EWG
ISHARES INC
-$1.3M
0
-100%
清仓
EEM
ISHARES TR
-$1.3M
0
-100%
清仓
ABBV
ABBVIE INC
-$1.3M
0
-100%
清仓
—
EXCHANGE TRADED CONCEPTS TR
-$1.3M
0
-100%
建仓
URNM
SPROTT FDS TR
+$1.2M
18,179
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.1M
0
-100%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
清仓
—
UNITED STS NAT GAS FD LP
-$1.0M
0
-100%
清仓
—
VIACOMCBS INC
-$1.0M
0
-100%
清仓
FAN
FIRST TR EXCHANGE-TRADED FD
-$988.0K
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
-$985.0K
164,461
+7%
增持
XLK
SELECT SECTOR SPDR TR
-$858.0K
53,005
+23%
清仓
HYG
ISHARES TR
-$855.0K
0
-100%
增持
AMZN
AMAZON COM INC
-$848.0K
1,800
+500%
清仓
GDX
VANECK ETF TRUST
-$779.0K
0
-100%
清仓
TSLA
TESLA INC
-$705.0K
0
-100%
减持
XLY
SELECT SECTOR SPDR TR
-$622.0K
7,570
-9%
减持
VAW
VANGUARD WORLD FDS
-$604.0K
12,188
-5%
增持
EWW
ISHARES INC
+$603.0K
62,809
+28%
增持
SOXX
ISHARES TR
-$546.0K
5,127
+22%
清仓
META
FACEBOOK INC
-$500.0K
0
-100%
清仓
SPYD
SPDR SER TR
-$461.0K
0
-100%
清仓
OPTU
ALTICE USA INC
-$440.0K
0
-100%
减持
MP
MP MATERIALS CORP
-$437.0K
27,998
-1%
增持
FXY
INVESCO CURRENCYSHARES JAPAN
-$428.0K
10,900
+102%
减持
VGT
VANGUARD WORLD FDS
-$406.0K
2,991
-0%
增持
JPM
JPMORGAN CHASE & CO
-$360.0K
6,381
+1%
清仓
NTR
NUTRIEN LTD
-$355.0K
0
-100%
增持
IEFA
ISHARES TR
-$321.0K
15,804
+0%
减持
VFH
VANGUARD WORLD FDS
-$303.0K
11,817
-4%
清仓
—
INNOVATOR ETFS TR
-$284.0K
0
-100%
清仓
XHB
SPDR SER TR
-$275.0K
0
-100%
减持
VDE
VANGUARD WORLD FDS
+$271.0K
15,867
-8%
建仓
MOO
VANECK ETF TRUST
+$266.0K
3,295
清仓
JNJ
JOHNSON & JOHNSON
-$263.0K
0
-100%
增持
VIS
VANGUARD WORLD FDS
-$258.0K
6,489
+1%
减持
UBFO
UNITED SEC BANCSHARES CALIF
-$239.0K
73,581
-19%
清仓
INTC
INTEL CORP
-$237.0K
0
-100%
清仓
MSFT
MICROSOFT CORP
-$229.0K
0
-100%
增持
PCG
PG&E CORP
-$216.0K
36,900
+107%
清仓
ABT
ABBOTT LABS
-$205.0K
0
-100%
清仓
XGDVX
GABELLI DIVID & INCOME TR
-$204.0K
0
-100%
清仓
—
LUMINAR TECHNOLOGIES INC
-$203.0K
0
-100%
增持
PHO
INVESCO EXCHANGE TRADED FD T
-$186.0K
23,670
+9%
增持
OIH
VANECK ETF TRUST
+$183.0K
6,078
+0%
增持
—
EXXON MOBIL CORP
+$149.0K
5,474
+2%
清仓
IMMP
IMMUTEP LTD
-$133.0K
0
-100%
清仓
POWW
AMMO INC
-$124.0K
0
-100%
减持
BAC
BK OF AMERICA CORP
-$110.0K
6,974
-1%
减持
IYT
ISHARES TR
-$108.0K
1,472
-1%
增持
—
TILRAY BRANDS INC
-$108.0K
11,100
+6%
清仓
—
SPECTRUM PHARMACEUTICALS INC
-$96.0K
0
-100%
减持
WMT
WALMART INC
-$84.0K
3,258
-7%
增持
CVX
CHEVRON CORP NEW
+$82.0K
2,696
+1%
清仓
—
YAMANA GOLD INC
-$82.0K
0
-100%
清仓
—
AUTOSCOPE TECHNOLOGIES CORP
-$77.0K
0
-100%
增持
OKE
ONEOK INC NEW
-$61.0K
5,922
+2%
减持
PEP
PEPSICO INC
-$60.0K
2,567
-14%
清仓
LX
LEXINFINTECH HLDGS LTD
-$58.0K
0
-100%
清仓
—
BENITEC BIOPHARMA INC
-$49.0K
0
-100%
减持
ALB
ALBEMARLE CORP
-$47.0K
4,310
-3%
建仓
FXI
ISHARES TR
+$32.0K
19,000
清仓
GOTU
GAOTU TECHEDU INC
-$30.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$28.0K
1,170
-2%
增持
VGK
VANGUARD INTL EQUITY INDEX F
-$21.0K
6,577
+33%
建仓
—
TILRAY BRANDS INC
+$20.0K
20,000
建仓
UUP
INVESCO DB US DLR INDEX TR
+$16.0K
17,500