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TrueWealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
TrueWealth Advisors, LLC
报告期 2026-03-31 · CIK 0001817714
持仓数
233
前50大市值合计
$290.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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 150 项
建仓 49
增持 38
减持 35
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$14.7M
378,791
+806%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$10.5M
176,627
减持
SJNK
SPDR SER TR
-$6.6M
41,748
-85%
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。
减持
SPAB
SPDR SER TR
-$6.3M
72,879
-73%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$6.2M
266,376
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$5.7M
338,082
+90%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$5.3M
225,762
+1366%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$5.2M
98,760
+185%
减持
FPE
FIRST TR EXCH TRADED FD III
-$4.9M
74,322
-75%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.8M
32,602
-63%
减持
VO
VANGUARD INDEX FDS
-$3.2M
20,070
-32%
减持
IVE
ISHARES TR
-$2.7M
7,703
-69%
增持
SPY
SPDR S&P 500 ETF TR
+$2.6M
28,698
+60%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
131,361
+80%
增持
QQQ
INVESCO QQQ TR
+$2.3M
23,847
+109%
增持
FSTA
FIDELITY COVINGTON TRUST
+$2.2M
81,954
+202%
增持
XLI
SELECT SECTOR SPDR TR
+$2.1M
28,906
+1019%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.1M
15,843
-81%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.1M
22,497
-32%
减持
VB
VANGUARD INDEX FDS
-$1.9M
2,824
-74%
清仓
EDV
VANGUARD WORLD FD
-$1.9M
0
-100%
建仓
HEI/A
HEICO CORP NEW
+$1.7M
15,192
建仓
FENY
FIDELITY COVINGTON TRUST
+$1.7M
83,573
增持
DBEF
DBX ETF TR
+$1.6M
248,819
+39%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
85,487
-11%
减持
HD
HOME DEPOT INC
-$1.3M
1,020
-79%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.2M
22,938
建仓
SPIB
SPDR SER TR
+$1.2M
37,663
增持
CVX
CHEVRON CORP NEW
+$1.1M
12,571
+78%
增持
VNQ
VANGUARD INDEX FDS
+$1.1M
15,898
+704%
减持
IYW
ISHARES TR
-$1.1M
5,687
-61%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$1.0M
17,696
减持
VAW
VANGUARD WORLD FDS
-$973.0K
2,731
-66%
增持
MGC
VANGUARD WORLD FD
+$959.0K
12,809
+205%
建仓
PFFD
GLOBAL X FDS
+$849.0K
41,407
增持
SCHG
SCHWAB STRATEGIC TR
-$834.0K
17,321
+42%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$827.0K
28,565
+31%
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$817.0K
0
-100%
建仓
MDIV
FIRST TR EXCHANGE-TRADED FD
+$807.0K
55,916
建仓
DAPR
FIRST TR EXCHNG TRADED FD VI
+$806.0K
28,180
建仓
SPYM
SPDR SER TR
+$766.0K
18,243
增持
AAPL
APPLE INC
+$663.0K
13,102
+62%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$658.0K
11,403
-47%
清仓
IFRA
ISHARES TR
-$649.0K
0
-100%
减持
IYH
ISHARES TR
-$634.0K
7,862
-17%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$625.0K
103,546
+44%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$621.0K
6,920
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$597.0K
22,108
-30%
建仓
AMZN
AMAZON COM INC
+$569.0K
5,038
减持
MTUM
ISHARES TR
-$563.0K
2,454
-51%
建仓
FIXD
FIRST TR EXCHNG TRADED FD VI
+$541.0K
12,437
增持
SO
SOUTHERN CO
+$541.0K
16,113
+80%
建仓
FVD
FIRST TR VALUE LINE DIVID IN
+$523.0K
14,621
减持
IYF
ISHARES TR
-$521.0K
4,257
-57%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$511.0K
19,143
+101%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$498.0K
28,375
+132%
建仓
SPTS
SPDR SER TR
+$482.0K
16,689
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$476.0K
4,008
增持
LOW
LOWES COS INC
+$470.0K
4,445
+147%
增持
AGG
ISHARES TR
+$461.0K
22,578
+51%
建仓
PG
PROCTER AND GAMBLE CO
+$460.0K
3,645
增持
MSFT
MICROSOFT CORP
+$432.0K
6,652
+68%
增持
LEGR
FIRST TR EXCHANGE-TRADED FD
+$430.0K
32,756
+146%
清仓
BA
BOEING CO
-$428.0K
0
-100%
减持
—
EXXON MOBIL CORP
+$418.0K
14,755
-0%
减持
ROP
ROPER TECHNOLOGIES INC
-$413.0K
2,540
-15%
清仓
IBB
ISHARES TR
-$413.0K
0
-100%
减持
SCHZ
SCHWAB STRATEGIC TR
-$404.0K
4,931
-57%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$377.0K
18,775
建仓
TLT
ISHARES TR
+$357.0K
3,481
减持
ESGU
ISHARES TR
-$356.0K
10,656
-13%
减持
XLE
SELECT SECTOR SPDR TR
-$355.0K
8,361
-54%
减持
VUG
VANGUARD INDEX FDS
-$346.0K
3,139
-10%
清仓
XLY
SELECT SECTOR SPDR TR
-$332.0K
0
-100%
建仓
CSCO
CISCO SYS INC
+$330.0K
8,260
建仓
DVY
ISHARES TR
+$322.0K
3,000
建仓
MO
ALTRIA GROUP INC
+$320.0K
7,927
清仓
EMB
ISHARES TR
-$319.0K
0
-100%
增持
IJR
ISHARES TR
+$317.0K
8,091
+128%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$311.0K
2,851
-37%
建仓
XLP
SELECT SECTOR SPDR TR
+$306.0K
4,581
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$305.0K
4,288
清仓
VLUE
ISHARES TR
-$305.0K
0
-100%
增持
PFF
ISHARES TR
-$289.0K
65,713
+8%
清仓
ABXB
TRIMTABS ETF TR
-$287.0K
0
-100%
增持
PFE
PFIZER INC
+$287.0K
13,853
+87%
清仓
ABOT
TRIMTABS ETF TR
-$284.0K
0
-100%
清仓
JPUS
J P MORGAN EXCHANGE-TRADED F
-$283.0K
0
-100%
减持
EFV
ISHARES TR
-$283.0K
8,272
-30%
建仓
SCHM
SCHWAB STRATEGIC TR
+$279.0K
4,608
建仓
BP
BP PLC
+$278.0K
9,743
减持
XLK
SELECT SECTOR SPDR TR
-$275.0K
2,573
-34%
增持
VZ
VERIZON COMMUNICATIONS INC
+$269.0K
13,941
+189%
建仓
WMT
WALMART INC
+$266.0K
2,049
减持
EFG
ISHARES TR
-$266.0K
4,221
-21%
清仓
FALN
ISHARES TR
-$264.0K
0
-100%
建仓
IAGG
ISHARES TR
+$263.0K
5,447
清仓
IXN
ISHARES TR
-$262.0K
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$262.0K
677
清仓
ESGE
ISHARES INC
-$260.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$257.0K
3,923
清仓
DAL
DELTA AIR LINES INC DEL
-$255.0K
0
-100%
清仓
CALY
CALLAWAY GOLF CO
-$254.0K
0
-100%
增持
HDV
ISHARES TR
+$243.0K
8,140
+54%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$240.0K
2,185
建仓
GILD
GILEAD SCIENCES INC
+$239.0K
3,868
清仓
NUV
NUVEEN MUN VALUE FD INC
-$238.0K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$238.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$238.0K
0
-100%
建仓
AFL
AFLAC INC
+$237.0K
4,224
清仓
COMT
ISHARES U S ETF TR
-$235.0K
0
-100%
增持
IVV
ISHARES TR
+$233.0K
4,243
+42%
建仓
EEMV
ISHARES INC
+$229.0K
4,527
建仓
DUK
DUKE ENERGY CORP NEW
+$227.0K
2,437
建仓
KO
COCA COLA CO
+$226.0K
4,027
减持
FBIN
FORTUNE BRANDS HOME & SEC IN
-$226.0K
3,942
-19%
建仓
PAWZ
PROSHARES TR
+$225.0K
5,098
建仓
CSL
CARLISLE COS INC
+$224.0K
800
建仓
FANG
DIAMONDBACK ENERGY INC
+$223.0K
1,854
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$223.0K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$222.0K
3,378
+65%
建仓
MCD
MCDONALDS CORP
+$221.0K
959
建仓
BWZ
SPDR SER TR
+$220.0K
8,820
建仓
ABBV
ABBVIE INC
+$219.0K
1,628
清仓
SHAG
WISDOMTREE TR
-$217.0K
0
-100%
建仓
PM
PHILIP MORRIS INTL INC
+$216.0K
2,601
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$216.0K
1,321
清仓
VGT
VANGUARD WORLD FDS
-$215.0K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$214.0K
40,188
+63%
减持
KMI
KINDER MORGAN INC DEL
-$210.0K
50,532
-20%
建仓
MTB
M & T BK CORP
+$208.0K
1,180
建仓
REGN
REGENERON PHARMACEUTICALS
+$207.0K
300
清仓
ABFL
TRIMTABS ETF TR
-$206.0K
0
-100%
清仓
NEAR
ISHARES U S ETF TR
-$205.0K
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$202.0K
0
-100%
建仓
DKNG
DRAFTKINGS INC NEW
+$201.0K
13,245
增持
TSLA
TESLA INC
+$200.0K
3,675
+268%
建仓
DNP
DNP SELECT INCOME FD INC
+$199.0K
19,252
增持
GOVT
ISHARES TR
+$195.0K
38,330
+50%
减持
WMB
WILLIAMS COS INC
-$182.0K
27,089
-27%
减持
CODI
COMPASS DIVERSIFIED
-$180.0K
17,100
-1%
增持
—
BLACKROCK INCOME TR INC
+$177.0K
64,263
+338%
清仓
—
PEOPLES UNITED FINANCIAL INC
-$175.0K
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$171.0K
7,148
-8%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$161.0K
16,380
-1%
增持
BAC
BK OF AMERICA CORP
-$160.0K
14,370
+3%
减持
DGRO
ISHARES TR
-$152.0K
17,656
-5%
增持
SCHX
SCHWAB STRATEGIC TR
-$152.0K
8,076
+70%
增持
VYM
VANGUARD WHITEHALL FDS
+$151.0K
4,111
+78%
