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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 45
减持 73
清仓 15
方向
标的
Δ市值
现股数(环比)
建仓
JUCY
ETF SER SOLUTIONS
+$13.9M
559,188
建仓
DRSK
ETF SER SOLUTIONS
+$9.3M
356,875
建仓
ACIO
ETF SER SOLUTIONS
+$8.2M
271,713
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
FTSL
FIRST TR EXCHANGE-TRADED FD
-$6.7M
92,150
-62%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.9M
95,602
-46%
建仓
OSCV
ETF SER SOLUTIONS
+$4.2M
134,575
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.2M
76,319
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.9M
17,280
-41%
建仓
IGRO
ISHARES TR
+$3.8M
63,322
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.8M
37,687
-68%
增持
SPY
SPDR S&P 500 ETF TR
+$3.4M
34,993
+22%
建仓
FRDM
EA SERIES TRUST
+$3.3M
112,373
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$3.1M
33,677
-68%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.3M
41,732
-69%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$2.2M
321,388
-11%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
14,948
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$1.9M
4,892
-84%
减持
XLI
SELECT SECTOR SPDR TR
-$1.8M
10,649
-64%
减持
TLT
ISHARES TR
-$1.8M
20,148
-49%
减持
QQQ
INVESCO QQQ TR
-$1.8M
13,913
-40%
减持
PFF
ISHARES TR
-$1.7M
8,760
-87%
减持
VO
VANGUARD INDEX FDS
-$1.7M
9,488
-48%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
123,910
+25%
增持
SFBS
SERVISFIRST BANCSHARES INC
-$1.4M
99,160
+0%
减持
SJNK
SPDR SER TR
-$984.1K
176,547
-20%
减持
FSTA
FIDELITY COVINGTON TRUST
-$960.5K
65,866
-25%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$902.6K
5,280
-76%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$893.1K
15,887
-28%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$888.8K
292,485
+10%
清仓
PSCC
INVESCO EXCH TRADED FD TR II
-$883.3K
0
-100%
清仓
BOND
PIMCO ETF TR
-$859.9K
0
-100%
减持
LEGR
FIRST TR EXCHANGE-TRADED FD
-$794.1K
5,942
-80%
增持
SPIB
SPDR SER TR
+$630.5K
71,405
+35%
增持
SCHP
SCHWAB STRATEGIC TR
+$483.9K
37,663
+27%
减持
IYH
ISHARES TR
-$471.6K
5,799
-20%
减持
ESGU
ISHARES TR
-$467.3K
3,025
-65%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$457.3K
29,192
+35%
增持
QUAL
ISHARES TR
+$444.6K
5,281
+186%
减持
DBEF
DBX ETF TR
-$377.5K
242,389
-12%
减持
AAPL
APPLE INC
+$368.8K
12,471
-4%
减持
AGG
ISHARES TR
-$364.4K
12,585
-25%
减持
FENY
FIDELITY COVINGTON TRUST
-$361.0K
76,762
-12%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$336.2K
0
-100%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$320.5K
7,108
建仓
GL
GLOBE LIFE INC
+$316.3K
2,875
清仓
SDY
SPDR SER TR
-$315.3K
0
-100%
建仓
CSX
CSX CORP
+$289.5K
9,668
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$284.4K
95,209
+28%
建仓
IEMG
ISHARES INC
+$280.1K
5,741
增持
IUSB
ISHARES TR
+$272.3K
29,040
+22%
增持
PFFD
GLOBAL X FDS
+$256.7K
65,922
+21%
建仓
—
LINDE PLC
+$253.1K
712
增持
VZ
VERIZON COMMUNICATIONS INC
+$247.1K
24,609
+37%
清仓
EEMV
ISHARES INC
-$245.8K
0
-100%
清仓
PAWZ
PROSHARES TR
-$240.3K
0
-100%
建仓
DFAS
DIMENSIONAL ETF TRUST
+$237.9K
4,514
清仓
—
LINDE PLC
-$232.2K
0
-100%
清仓
MTUM
ISHARES TR
-$226.2K
0
-100%
清仓
NSC
NORFOLK SOUTHN CORP
-$223.5K
0
-100%
清仓
COP
CONOCOPHILLIPS
-$223.5K
0
-100%
减持
DGRO
ISHARES TR
-$221.3K
9,568
-32%
建仓
ZTS
ZOETIS INC
+$219.9K
1,321
减持
MSFT
MICROSOFT CORP
+$213.1K
6,375
-6%
增持
CVX
CHEVRON CORP NEW
-$212.1K
13,082
+0%
建仓
CVS
CVS HEALTH CORP
+$211.6K
2,847
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$209.4K
0
-100%
清仓
MS
MORGAN STANLEY
-$205.3K
0
-100%
建仓
VGT
VANGUARD WORLD FDS
+$204.3K
530
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$201.9K
0
-100%
减持
SHYG
ISHARES TR
-$191.5K
5,153
-48%
减持
MGC
VANGUARD WORLD FD
-$189.5K
8,532
-20%
减持
BAC
BANK AMERICA CORP
-$182.9K
10,263
-29%
增持
EFG
ISHARES TR
+$179.4K
5,115
+43%
减持
FPE
FIRST TR EXCH TRADED FD III
-$171.6K
63,585
-10%
减持
PFE
PFIZER INC
-$157.1K
13,819
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$156.4K
9,424
-30%
增持
IYW
ISHARES TR
+$150.0K
6,958
+5%
减持
TFC
TRUIST FINL CORP
-$146.1K
6,294
-25%
减持
IGSB
ISHARES TR
-$143.4K
6,142
-33%
减持
IJR
ISHARES TR
-$142.9K
6,199
-21%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$138.4K
28,498
-16%
清仓
DKNG
DRAFTKINGS INC NEW
-$132.8K
0
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$128.3K
5,201
+2%
减持
VNQ
VANGUARD INDEX FDS
-$121.4K
4,392
-25%
减持
SPTS
SPDR SER TR
-$115.8K
8,615
-32%
减持
WMT
WALMART INC
-$114.3K
1,719
-34%
增持
AMZN
AMAZON COM INC
+$110.6K
5,558
+1%
减持
WMB
WILLIAMS COS INC
-$110.4K
26,155
-3%
增持
GOOGL
ALPHABET INC
+$110.0K
3,448
+23%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
+$109.2K
28,332
-0%
减持
USMV
ISHARES TR
-$107.8K
3,186
-32%
减持
SCHG
SCHWAB STRATEGIC TR
+$104.4K
13,482
-3%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$99.9K
13,869
+16%
减持
HDV
ISHARES TR
-$98.9K
4,643
-15%
减持
EFV
ISHARES TR
-$97.9K
6,273
-28%
减持
HD
HOME DEPOT INC
-$89.1K
877
-20%
减持
TIP
ISHARES TR
-$88.2K
2,719
-25%
清仓
RCS
PIMCO STRATEGIC INCOME FD
-$82.1K
0
-100%
增持
IBD
NORTHERN LTS FD TR IV
+$80.4K
12,724
+35%
增持
—
EATON CORP PLC
+$77.9K
1,902
+20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$75.9K
3,097
-23%
减持
PRU
PRUDENTIAL FINL INC
-$75.6K
3,830
-3%
增持
CMCSA
COMCAST CORP NEW
+$72.6K
8,070
+21%
减持
KMI
KINDER MORGAN INC DEL
-$71.9K
48,079
-5%
减持
VUG
VANGUARD INDEX FDS
+$71.7K
2,676
-4%
增持
MCD
MCDONALDS CORP
+$70.1K
1,274
+17%
增持
XLK
SELECT SECTOR SPDR TR
+$70.0K
2,585
+0%
增持
TGT
TARGET CORP
+$68.0K
2,013
+13%
减持
XLP
SELECT SECTOR SPDR TR
-$64.4K
4,927
-15%
增持
SLYG
SPDR SER TR
+$64.3K
4,618
+21%
减持
SPAB
SPDR SER TR
-$59.8K
104,983
-5%
增持
SO
SOUTHERN CO
+$59.1K
20,386
+7%
增持
GIS
GENERAL MLS INC
+$58.7K
3,586
+21%
增持
RF
REGIONS FINANCIAL CORP NEW
-$54.5K
18,875
+1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$52.5K
8,307
-7%
减持
—
EXXON MOBIL CORP
-$52.4K
14,335
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$48.8K
8,008
+6%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$48.7K
1,248
-6%
减持
BKT
BLACKROCK INCOME TR INC
-$48.0K
10,679
-28%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$47.9K
8,254
-16%
增持
TPHD
TIMOTHY PLAN
+$47.6K
11,214
+15%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$47.0K
6,535
-15%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$46.9K
4,578
-0%
增持
TPLC
TIMOTHY PLAN
+$46.5K
11,106
+11%
减持
PM
PHILIP MORRIS INTL INC
-$44.4K
3,023
-10%
增持
CLX
CLOROX CO DEL
+$42.3K
2,348
+0%
增持
GOVT
ISHARES TR
+$42.2K
18,180
+8%
增持
JPM
JPMORGAN CHASE & CO
+$40.0K
4,175
+11%
增持
PG
PROCTER AND GAMBLE CO
+$39.9K
4,069
+9%
增持
VTIP
VANGUARD MALVERN FDS
+$36.9K
7,662
+9%
增持
JNJ
JOHNSON & JOHNSON
-$36.6K
4,376
+8%
减持
ABBV
ABBVIE INC
-$36.4K
1,426
-13%
减持
MO
ALTRIA GROUP INC
-$35.2K
7,411
-7%
减持
CSCO
CISCO SYS INC
+$34.4K
9,971
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$34.1K
3,541
-2%
减持
AFL
AFLAC INC
-$32.8K
4,203
-1%
增持
EMR
EMERSON ELEC CO
+$32.8K
2,683
+28%
增持
SCHE
SCHWAB STRATEGIC TR
+$31.4K
16,892
+4%
减持
SPYM
SPDR SER TR
+$27.5K
22,176
-4%
增持
IYF
ISHARES TR
+$24.2K
4,082
+16%
减持
GILD
GILEAD SCIENCES INC
-$23.5K
4,523
-3%
减持
IVE
ISHARES TR
+$22.3K
7,052
-2%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$20.3K
19,296
+35%
减持
VAW
VANGUARD WORLD FDS
-$18.6K
1,652
-10%
减持
BSV
VANGUARD BD INDEX FDS
-$16.1K
9,571
-4%
减持
BP
BP PLC
+$15.7K
11,719
-5%
增持
DUK
DUKE ENERGY CORP NEW
-$15.6K
2,417
+0%
增持
GSEW
GOLDMAN SACHS ETF TR
+$14.7K
5,821
+1%
增持
MBB
ISHARES TR
+$14.6K
5,952
+1%
减持
VYM
VANGUARD WHITEHALL FDS
-$14.0K
4,079
-1%
