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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 14
增持 60
减持 65
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$10.1M
55,212
+58%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$6.5M
171,705
-47%
增持
SPAB
SPDR SER TR
+$6.3M
355,069
+238%
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
PFF
ISHARES TR
+$4.1M
139,931
+1497%
减持
DRSK
ETF SER SOLUTIONS
-$3.1M
247,216
-31%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$2.7M
65,807
-34%
增持
QQQ
INVESCO QQQ TR
+$2.6M
19,142
+38%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$2.6M
9,289
-46%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.4M
38,034
-59%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.3M
57,821
-40%
减持
FSTA
FIDELITY COVINGTON TRUST
-$2.0M
21,369
-68%
增持
TLT
ISHARES TR
+$1.8M
38,033
+89%
减持
SJNK
SPDR SER TR
-$1.7M
109,060
-38%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.4M
24,098
+61%
减持
FENY
FIDELITY COVINGTON TRUST
-$1.2M
23,023
-70%
减持
IYH
ISHARES TR
-$1.1M
1,571
-73%
增持
FRDM
EA SERIES TRUST
+$1.1M
141,704
+26%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$948.6K
17,946
-52%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$936.4K
45,822
+57%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$935.1K
6,081
-79%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$784.0K
12,550
-63%
减持
AGG
ISHARES TR
-$746.5K
5,181
-59%
增持
OSCV
ETF SER SOLUTIONS
+$731.2K
154,044
+14%
增持
IGRO
ISHARES TR
+$717.7K
73,464
+16%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$686.9K
299,605
+2%
增持
SPIB
SPDR SER TR
+$668.6K
93,073
+30%
减持
VO
VANGUARD INDEX FDS
-$601.2K
6,358
-33%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$598.0K
86,120
+13%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$576.4K
17,737
-57%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$493.4K
16,827
+137%
增持
ACIO
ETF SER SOLUTIONS
+$481.0K
279,138
+3%
增持
TPLC
TIMOTHY PLAN
+$397.0K
21,668
+95%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$391.3K
25,443
+32%
清仓
VTIP
VANGUARD MALVERN FDS
-$366.4K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$365.2K
12,815
-19%
清仓
VNQ
VANGUARD INDEX FDS
-$364.7K
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$358.1K
6,703
-37%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$347.7K
22,020
+59%
减持
AAPL
APPLE INC
+$345.6K
12,384
-1%
减持
JUCY
ETF SER SOLUTIONS
-$312.7K
559,101
-0%
清仓
IGSB
ISHARES TR
-$310.4K
0
-100%
清仓
VAW
VANGUARD WORLD FDS
-$293.8K
0
-100%
减持
MSFT
MICROSOFT CORP
+$287.5K
6,242
-2%
建仓
FTA
FIRST TR LRG CP VL ALPHADEX
+$278.4K
4,175
减持
MGC
VANGUARD WORLD FD
-$277.7K
6,031
-29%
建仓
WWJD
NORTHERN LTS FD TR IV
+$274.2K
9,864
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$268.1K
3,571
减持
SCHD
SCHWAB STRATEGIC TR
-$266.5K
121,162
-2%
清仓
SPTS
SPDR SER TR
-$251.8K
0
-100%
建仓
FSIG
FIRST TR EXCHANGE-TRADED FD
+$246.5K
13,239
增持
SO
SOUTHERN CO
+$240.3K
23,611
+16%
建仓
DKNG
DRAFTKINGS INC NEW
+$236.9K
8,916
增持
T
AT&T INC
+$229.3K
63,368
+56%
清仓
ABBV
ABBVIE INC
-$227.3K
0
-100%
建仓
ORCL
ORACLE CORP
+$225.7K
1,895
建仓
APD
AIR PRODS & CHEMS INC
+$224.4K
749
建仓
UNP
UNION PAC CORP
+$222.9K
1,089
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$222.4K
4,208
清仓
LEGR
FIRST TR EXCHANGE-TRADED FD
-$221.9K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$215.7K
23,204
-19%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$215.4K
110,653
+16%
建仓
INTC
INTEL CORP
+$215.2K
6,437
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$214.7K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$214.6K
0
-100%
清仓
FMAY
FIRST TR EXCHNG TRADED FD VI
-$210.3K
0
-100%
建仓
NSC
NORFOLK SOUTHN CORP
+$205.8K
908
减持
HDV
ISHARES TR
-$205.6K
2,643
-43%
建仓
CSL
CARLISLE COS INC
+$205.2K
800
建仓
—
ACCENTURE PLC IRELAND
+$203.4K
659
建仓
VCR
VANGUARD WORLD FDS
+$202.8K
716
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$165.1K
0
-100%
增持
SPYM
SPDR SER TR
+$162.6K
23,611
+6%
减持
FPE
FIRST TR EXCH TRADED FD III
-$154.8K
53,850
-15%
增持
IVV
ISHARES TR
+$139.9K
3,776
+1%
减持
AMZN
AMAZON COM INC
+$138.5K
5,466
-2%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$134.9K
12,805
+36%
增持
DFAS
DIMENSIONAL ETF TRUST
+$124.3K
6,610
+46%
增持
ROP
ROPER TECHNOLOGIES INC
+$119.7K
2,557
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$117.7K
5,292
+2%
增持
SCHM
SCHWAB STRATEGIC TR
+$117.5K
9,304
+16%
减持
BP
BP PLC
-$114.6K
9,351
-20%
增持
SCHP
SCHWAB STRATEGIC TR
+$112.9K
40,664
+8%
减持
DGRO
ISHARES TR
-$109.2K
7,163
-25%
增持
XLE
SELECT SECTOR SPDR TR
+$100.0K
11,396
+14%
增持
VUG
VANGUARD INDEX FDS
+$98.0K
2,705
+1%
增持
—
EATON CORP PLC
+$97.0K
2,103
+11%
减持
IVE
ISHARES TR
-$87.4K
6,098
-14%
减持
CVX
CHEVRON CORP NEW
-$84.9K
13,026
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$84.5K
3,823
-22%
增持
GL
GLOBE LIFE INC
+$81.1K
3,625
+26%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$79.1K
3,884
-21%
增持
HON
HONEYWELL INTL INC
+$78.2K
2,491
+8%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$78.1K
7,009
-16%
减持
IYW
ISHARES TR
+$75.7K
6,628
-5%
增持
CMCSA
COMCAST CORP NEW
+$72.9K
9,119
+13%
增持
JNJ
JOHNSON & JOHNSON
+$71.8K
4,531
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$71.2K
27,649
+12%
增持
MCD
MCDONALDS CORP
+$68.9K
1,425
+12%
增持
SCHZ
SCHWAB STRATEGIC TR
+$68.4K
6,011
+35%
减持
WMB
WILLIAMS COS INC
+$67.3K
25,998
-1%
减持
GILD
GILEAD SCIENCES INC
-$65.5K
4,019
-11%
增持
MBB
ISHARES TR
+$64.6K
6,737
+13%
减持
PFE
PFIZER INC
-$63.0K
13,653
-1%
减持
TIP
ISHARES TR
-$62.3K
2,206
-19%
减持
FMB
FIRST TR EXCH TRADED FD III
-$61.9K
4,453
-21%
减持
—
EXXON MOBIL CORP
-$60.3K
14,095
-2%
减持
PM
PHILIP MORRIS INTL INC
-$59.4K
2,402
-21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$58.6K
6,756
-18%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$56.8K
10,254
+51%
减持
JPM
JPMORGAN CHASE & CO
+$56.7K
4,131
-1%
增持
SCHE
SCHWAB STRATEGIC TR
+$55.3K
19,063
+13%
减持
GOOGL
ALPHABET INC
+$53.0K
3,431
-0%
增持
TGT
TARGET CORP
-$52.4K
2,131
+6%
增持
HD
HOME DEPOT INC
+$52.3K
1,001
+14%
减持
VB
VANGUARD INDEX FDS
-$49.1K
2,314
-14%
减持
QUAL
ISHARES TR
-$47.1K
4,509
-15%
增持
VGT
VANGUARD WORLD FDS
+$45.1K
564
+6%
减持
EFX
EQUIFAX INC
+$44.3K
1,553
-2%
减持
SCHG
SCHWAB STRATEGIC TR
+$43.4K
12,301
-9%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$41.3K
4,548
-14%
增持
EFG
ISHARES TR
+$41.3K
5,455
+7%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
+$40.4K
3,800
-4%
增持
PG
PROCTER AND GAMBLE CO
+$37.9K
4,237
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$34.6K
3,715
+5%
减持
BSV
VANGUARD BD INDEX FDS
-$34.3K
9,233
-4%
减持
XLU
SELECT SECTOR SPDR TR
-$33.8K
7,060
-4%
减持
IJR
ISHARES TR
-$32.9K
5,685
-8%
减持
CSX
CSX CORP
+$31.8K
9,420
-3%
增持
GSEW
GOLDMAN SACHS ETF TR
+$29.7K
6,077
+4%
减持
DUK
DUKE ENERGY CORP NEW
-$29.1K
2,274
-6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$28.7K
4,699
+3%
增持
CVS
CVS HEALTH CORP
+$28.4K
3,471
+22%
减持
KO
COCA COLA CO
-$27.4K
3,643
-8%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$26.7K
13,205
-4%
减持
VTV
VANGUARD INDEX FDS
+$24.9K
6,707
-0%
减持
DAPR
FIRST TR EXCHNG TRADED FD VI
-$24.8K
26,383
-6%
减持
IYF
ISHARES TR
-$24.4K
3,565
-13%
增持
GIS
GENERAL MLS INC
-$24.3K
3,679
+3%
增持
ESGU
ISHARES TR
+$23.5K
3,049
+1%
减持
BAC
BANK AMERICA CORP
-$22.8K
9,437
-8%
增持
AFL
AFLAC INC
+$22.5K
4,207
+0%
增持
EFV
ISHARES TR
+$22.3K
6,676
+6%
减持
MO
ALTRIA GROUP INC
-$21.2K
6,832
-8%
增持
IEMG
ISHARES INC
+$21.1K
6,111
+6%
减持
BIV
VANGUARD BD INDEX FDS
-$20.2K
4,072
-4%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$19.1K
7,416
+13%
增持
CSCO
CISCO SYS INC
+$18.9K
10,439
+5%
增持
IWD
ISHARES TR
+$17.8K
3,146
+0%
增持
PFFD
GLOBAL X FDS
+$17.3K
68,414
+4%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$16.3K
6,261
-4%
