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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 25
增持 63
减持 56
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$5.8M
243,938
-36%
增持
SJNK
SPDR SER TR
+$4.4M
221,517
+431%
增持
TLT
ISHARES TR
+$3.6M
39,337
+1030%
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。
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$2.6M
360,598
+7%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.4M
135,332
-40%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.8M
99,022
+16%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.5M
29,243
+2%
增持
SPAB
SPDR SER TR
+$949.3K
110,121
+51%
减持
VNQ
VANGUARD INDEX FDS
-$788.9K
5,894
-63%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$745.1K
265,111
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$700.3K
28,633
-0%
增持
FSTA
FIDELITY COVINGTON TRUST
+$644.3K
87,800
+7%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$628.0K
117,949
-10%
增持
DBEF
DBX ETF TR
+$579.6K
276,437
+11%
减持
AGG
ISHARES TR
-$556.6K
16,686
-26%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$549.2K
106,475
+3%
增持
CVX
CHEVRON CORP NEW
+$540.7K
13,074
+4%
增持
TSLA
TESLA INC
-$516.2K
3,725
+1%
增持
SPIB
SPDR SER TR
+$509.5K
53,078
+41%
增持
XLI
SELECT SECTOR SPDR TR
+$503.5K
29,514
+2%
减持
GOVT
ISHARES TR
-$489.1K
16,852
-56%
增持
FENY
FIDELITY COVINGTON TRUST
+$423.5K
87,396
+5%
增持
SCHP
SCHWAB STRATEGIC TR
+$347.3K
29,644
+29%
建仓
—
AEROJET ROCKETDYNE HLDGS INC
+$344.4K
6,158
减持
—
EXXON MOBIL CORP
+$336.4K
14,727
-0%
建仓
TPLC
TIMOTHY PLAN
+$336.1K
10,032
建仓
GSEW
GOLDMAN SACHS ETF TR
+$335.5K
5,791
建仓
VTIP
VANGUARD MALVERN FDS
+$329.5K
7,055
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$318.3K
5,097
+133%
建仓
BA
BOEING CO
+$313.9K
1,648
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$307.7K
6,138
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$304.3K
74,234
+33%
建仓
TPHD
TIMOTHY PLAN
+$302.5K
9,717
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$298.8K
21,994
-2%
增持
SPYM
SPDR SER TR
+$274.3K
23,128
+27%
建仓
DOW
DOW INC
+$274.1K
5,441
建仓
PEP
PEPSICO INC
+$268.6K
1,487
清仓
—
BLACKROCK INCOME TR INC
-$266.0K
0
-100%
增持
SO
SOUTHERN CO
+$263.4K
19,036
+18%
清仓
IAGG
ISHARES TR
-$263.0K
0
-100%
减持
TIP
ISHARES TR
-$249.0K
3,645
-40%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$248.0K
14,267
-25%
建仓
—
EATON CORP PLC
+$248.0K
1,580
建仓
GIS
GENERAL MLS INC
+$247.7K
2,955
增持
MBB
ISHARES TR
+$241.2K
5,921
+76%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$239.3K
6,544
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$237.1K
6,347
建仓
CMCSA
COMCAST CORP NEW
+$233.4K
6,673
增持
XLU
SELECT SECTOR SPDR TR
+$232.9K
6,949
+77%
建仓
—
LINDE PLC
+$232.2K
712
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$228.6K
21,646
+22%
清仓
CSL
CARLISLE COS INC
-$224.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$224.0K
9,443
+13%
建仓
NSC
NORFOLK SOUTHN CORP
+$223.5K
907
建仓
COP
CONOCOPHILLIPS
+$223.5K
1,894
建仓
MRK
MERCK & CO INC
+$221.4K
1,996
清仓
BWZ
SPDR SER TR
-$220.0K
0
-100%
建仓
IBD
NORTHERN LTS FD TR IV
+$217.5K
9,439
减持
USMV
ISHARES TR
-$216.5K
4,709
-44%
增持
SCHM
SCHWAB STRATEGIC TR
+$215.6K
7,538
+64%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$209.4K
2,794
清仓
MTB
M & T BK CORP
-$208.0K
0
-100%
建仓
MS
MORGAN STANLEY
+$205.3K
2,415
增持
PFFD
GLOBAL X FDS
+$203.6K
54,340
+31%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$201.9K
2,001
建仓
EMR
EMERSON ELEC CO
+$201.0K
2,092
建仓
FMAY
FIRST TR EXCHNG TRADED FD VI
+$200.8K
5,710
增持
SHYG
ISHARES TR
+$199.3K
9,936
+91%
减持
SCHG
SCHWAB STRATEGIC TR
-$192.8K
13,934
-20%
减持
MGC
VANGUARD WORLD FD
-$188.2K
10,656
-17%
建仓
BKT
BLACKROCK INCOME TR INC
+$182.5K
14,787
增持
VZ
VERIZON COMMUNICATIONS INC
+$181.0K
18,019
+29%
减持
HDV
ISHARES TR
-$172.1K
5,477
-33%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$170.9K
4,592
+15%
增持
JNJ
JOHNSON & JOHNSON
+$162.9K
4,047
+20%
增持
GILD
GILEAD SCIENCES INC
+$159.7K
4,644
+20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$158.6K
30,102
-8%
减持
QQQ
INVESCO QQQ TR
-$157.2K
23,343
-2%
增持
CSCO
CISCO SYS INC
+$156.8K
10,219
+24%
增持
BP
BP PLC
+$151.0K
12,281
+26%
减持
FMB
FIRST TR EXCH TRADED FD III
-$146.2K
5,464
-37%
增持
JPM
JPMORGAN CHASE & CO
+$140.1K
3,759
+8%
增持
XLP
SELECT SECTOR SPDR TR
+$126.5K
5,801
+27%
增持
HON
HONEYWELL INTL INC
+$125.2K
2,035
+9%
减持
AAPL
APPLE INC
-$123.3K
12,989
-1%
增持
PM
PHILIP MORRIS INTL INC
+$122.4K
3,343
+29%
清仓
WBD
WARNER BROS DISCOVERY INC
-$119.0K
0
-100%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$117.2K
22,046
-0%
增持
WMB
WILLIAMS COS INC
+$115.4K
27,094
+0%
增持
PFE
PFIZER INC
+$114.9K
14,070
+2%
减持
SPTS
SPDR SER TR
-$114.4K
12,725
-24%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$110.0K
14,168
-14%
增持
IUSB
ISHARES TR
+$107.9K
23,768
+10%
增持
AMZN
AMAZON COM INC
-$105.5K
5,518
+10%
增持
PG
PROCTER AND GAMBLE CO
+$105.1K
3,729
+2%
减持
ESGU
ISHARES TR
-$105.0K
8,743
-18%
增持
WMT
WALMART INC
+$101.8K
2,594
+27%
增持
LMT
LOCKHEED MARTIN CORP
+$100.5K
745
+10%
减持
IGSB
ISHARES TR
-$98.2K
9,108
-19%
减持
MTUM
ISHARES TR
-$95.8K
1,550
-37%
减持
VAW
VANGUARD WORLD FDS
-$92.7K
1,835
-33%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$88.2K
8,933
-22%
减持
BSV
VANGUARD BD INDEX FDS
-$86.8K
9,939
-11%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$85.9K
177,724
+1%
减持
DGRO
ISHARES TR
-$85.4K
13,993
-21%
增持
EFV
ISHARES TR
+$83.3K
8,769
+6%
减持
VO
VANGUARD INDEX FDS
-$83.0K
18,105
-10%
增持
XLV
SELECT SECTOR SPDR TR
+$81.6K
3,626
+7%
减持
PFF
ISHARES TR
-$80.0K
65,542
-0%
增持
GD
GENERAL DYNAMICS CORP
+$79.8K
1,809
+4%
增持
IYW
ISHARES TR
+$78.8K
6,656
+17%
减持
VUG
VANGUARD INDEX FDS
-$76.2K
2,796
-11%
增持
MSFT
MICROSOFT CORP
+$75.9K
6,775
+2%
增持
KMI
KINDER MORGAN INC DEL
+$72.7K
50,538
+0%
减持
PSCC
INVESCO EXCH TRADED FD TR II
+$70.3K
8,665
-1%
减持
DKNG
DRAFTKINGS INC NEW
-$68.2K
11,656
-12%
减持
QUAL
ISHARES TR
-$67.4K
1,848
-31%
增持
AFL
AFLAC INC
+$67.0K
4,225
+0%
增持
HD
HOME DEPOT INC
+$66.8K
1,101
+8%
减持
IYH
ISHARES TR
+$65.9K
7,243
-8%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$65.8K
7,715
-17%
增持
MCD
MCDONALDS CORP
+$65.2K
1,086
+13%
减持
IVE
ISHARES TR
+$58.0K
7,224
-6%
减持
FPE
FIRST TR EXCH TRADED FD III
-$54.6K
70,619
-5%
减持
VYM
VANGUARD WHITEHALL FDS
+$54.3K
4,106
-0%
增持
LOW
LOWES COS INC
+$53.4K
4,459
+0%
减持
PRU
PRUDENTIAL FINL INC
+$51.5K
3,947
-1%
增持
IWD
ISHARES TR
+$51.4K
3,141
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$51.1K
4,506
-14%
减持
BLV
VANGUARD BD INDEX FDS
-$47.4K
4,730
-13%
增持
MO
ALTRIA GROUP INC
+$45.8K
8,003
+1%
减持
VTV
VANGUARD INDEX FDS
+$45.7K
6,616
-7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$45.6K
9,784
-16%
增持
ABBV
ABBVIE INC
+$44.7K
1,632
+0%
增持
BAC
BANK AMERICA CORP
+$42.4K
14,385
+0%
增持
TFC
TRUIST FINL CORP
+$41.7K
8,382
+14%
减持
IJR
ISHARES TR
+$37.3K
7,844
-3%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$35.3K
33,969
-15%
减持
SDY
SPDR SER TR
+$32.3K
2,520
-1%
增持
CLX
CLOROX CO DEL
+$28.3K
2,346
+0%
增持
SCHE
SCHWAB STRATEGIC TR
+$27.8K
16,174
+2%
减持
KO
COCA COLA CO
+$27.2K
3,980
-1%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$24.0K
14,320
-17%
减持
LEGR
FIRST TR EXCHANGE-TRADED FD
+$23.9K
29,662
-9%
减持
DUK
DUKE ENERGY CORP NEW
+$21.8K
2,416
-1%
减持
IYF
ISHARES TR
-$21.7K
3,528
-17%
增持
DNP
DNP SELECT INCOME FD INC
+$21.5K
19,596
+2%
减持
ITA
ISHARES TR
+$21.0K
2,047
-10%
减持
IVV
ISHARES TR
+$19.3K
4,012
-5%
增持
EEMV
ISHARES INC
+$16.8K
4,633
+2%
