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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 23
增持 59
减持 55
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$10.1M
396,772
减持
DRSK
ETF SER SOLUTIONS
-$5.4M
31,483
-87%
减持
JUCY
ETF SER SOLUTIONS
-$5.0M
356,917
-36%
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
SPHD
INVESCO EXCH TRADED FD TR II
-$4.6M
63,234
-63%
减持
TLT
ISHARES TR
-$3.4M
6,089
-84%
增持
SPAB
SPDR SER TR
+$2.7M
482,203
+36%
增持
ACIO
ETF SER SOLUTIONS
+$2.5M
366,444
+31%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.2M
9,922
-59%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$1.1M
27,487
+553%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$1.1M
67,946
-21%
减持
SPY
SPDR S&P 500 ETF TR
-$1.1M
54,652
-1%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$740.8K
65,817
+0%
减持
QQQ
INVESCO QQQ TR
-$716.1K
17,739
-7%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$714.3K
22,052
-42%
建仓
COWZ
PACER FDS TR
+$486.3K
9,838
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$478.0K
65,855
+14%
减持
SJNK
SPDR SER TR
-$468.8K
90,964
-17%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$421.0K
8,279
-11%
建仓
V
VISA INC
+$403.0K
1,752
建仓
—
PIONEER NAT RES CO
+$353.7K
1,541
建仓
UNH
UNITEDHEALTH GROUP INC
+$341.7K
678
清仓
—
AEROJET ROCKETDYNE HLDGS INC
-$337.9K
0
-100%
增持
WMT
WALMART INC
+$336.6K
3,737
+125%
建仓
TDIV
FIRST TR EXCHANGE-TRADED FD
+$334.8K
5,969
增持
GOOGL
ALPHABET INC
+$316.5K
5,557
+62%
建仓
TFLO
ISHARES TR
+$305.9K
6,028
清仓
IEMG
ISHARES INC
-$301.2K
0
-100%
建仓
CALF
PACER FDS TR
+$297.7K
7,140
清仓
ESGU
ISHARES TR
-$297.1K
0
-100%
减持
PFF
ISHARES TR
-$297.1K
133,697
-4%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$293.8K
0
-100%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$292.1K
0
-100%
清仓
TGT
TARGET CORP
-$281.1K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$277.2K
6,054
+47%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$276.1K
0
-100%
建仓
ADBE
ADOBE INC
+$273.8K
537
建仓
AVGO
BROADCOM INC
+$273.8K
330
建仓
PGR
PROGRESSIVE CORP
+$270.3K
1,941
增持
ROP
ROPER TECHNOLOGIES INC
+$256.4K
3,068
+20%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$254.7K
12,718
-29%
减持
FSTA
FIDELITY COVINGTON TRUST
-$253.9K
16,831
-21%
增持
AAPL
APPLE INC
-$253.5K
12,550
+1%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$245.0K
28,954
+31%
建仓
AMT
AMERICAN TOWER CORP NEW
+$239.6K
1,457
建仓
COP
CONOCOPHILLIPS
+$237.7K
1,984
建仓
CHE
CHEMED CORP NEW
+$237.0K
456
清仓
PM
PHILIP MORRIS INTL INC
-$234.5K
0
-100%
建仓
IJH
ISHARES TR
+$233.9K
938
清仓
ITA
ISHARES TR
-$231.0K
0
-100%
建仓
FLRT
PACER FDS TR
+$230.7K
4,943
清仓
FMB
FIRST TR EXCH TRADED FD III
-$225.7K
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$219.0K
4,592
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$217.4K
1,214
建仓
ABBV
ABBVIE INC
+$217.2K
1,457
清仓
INTC
INTEL CORP
-$215.2K
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$213.2K
490
减持
SCHE
SCHWAB STRATEGIC TR
-$208.7K
10,896
-43%
清仓
NSC
NORFOLK SOUTHN CORP
-$205.8K
0
-100%
建仓
AMGN
AMGEN INC
+$204.4K
761
建仓
IVW
ISHARES TR
+$204.2K
2,984
清仓
VCR
VANGUARD WORLD FDS
-$202.8K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$202.7K
3,547
减持
IYH
ISHARES TR
-$201.3K
885
-44%
减持
GOVT
ISHARES TR
-$200.6K
10,614
-44%
减持
IUSB
ISHARES TR
-$199.8K
26,080
-11%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$191.2K
8,862
-50%
增持
DBEF
DBX ETF TR
+$189.4K
249,760
+4%
增持
—
EXXON MOBIL CORP
+$183.5K
14,418
+2%
增持
IVV
ISHARES TR
+$172.6K
4,321
+14%
增持
HEI/A
HEICO CORP NEW
-$171.5K
15,203
+0%
减持
VO
VANGUARD INDEX FDS
-$167.6K
5,918
-7%
减持
IYW
ISHARES TR
-$157.7K
5,374
-19%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$143.2K
20,395
+21%
减持
XLI
SELECT SECTOR SPDR TR
-$136.2K
5,752
-14%
减持
EFG
ISHARES TR
-$135.9K
4,456
-18%
增持
GL
GLOBE LIFE INC
+$135.4K
4,900
+35%
增持
XLE
SELECT SECTOR SPDR TR
+$132.9K
11,704
+3%
增持
EFV
ISHARES TR
+$132.2K
9,380
+41%
增持
T
AT&T INC
+$128.2K
75,826
+20%
增持
IGRO
ISHARES TR
-$122.6K
74,753
+2%
减持
MBB
ISHARES TR
-$122.0K
5,702
-15%
减持
QUAL
ISHARES TR
-$117.6K
3,722
-17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$111.6K
35,171
+27%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$110.3K
12,687
-1%
减持
SLYG
SPDR SER TR
-$110.2K
2,929
-31%
增持
MSFT
MICROSOFT CORP
+$100.7K
7,050
+13%
增持
SO
SOUTHERN CO
-$97.1K
24,129
+2%
减持
MO
ALTRIA GROUP INC
-$93.4K
5,138
-25%
增持
SPIB
SPDR SER TR
+$86.6K
97,780
+5%
增持
LLY
ELI LILLY & CO
+$86.4K
1,089
+2%
减持
EFX
EQUIFAX INC
-$81.5K
1,550
-0%
增持
TIP
ISHARES TR
+$74.9K
3,011
+36%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$74.7K
25,539
+0%
减持
XLP
SELECT SECTOR SPDR TR
-$69.3K
3,114
-19%
减持
TPHD
TIMOTHY PLAN
-$66.1K
9,720
-16%
增持
CLX
CLOROX CO DEL
-$65.9K
2,367
+0%
减持
CVX
CHEVRON CORP NEW
+$64.0K
12,535
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$63.5K
23,058
-1%
减持
FENY
FIDELITY COVINGTON TRUST
-$62.5K
17,973
-22%
减持
SCHM
SCHWAB STRATEGIC TR
-$60.3K
8,873
-5%
增持
SCHD
SCHWAB STRATEGIC TR
+$57.6K
125,160
+3%
减持
IJS
ISHARES TR
-$53.6K
3,464
-9%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$53.5K
298,560
-0%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$51.1K
3,577
-6%
增持
TPLC
TIMOTHY PLAN
+$50.7K
24,084
+11%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$48.8K
11,217
-11%
减持
PFE
PFIZER INC
-$48.0K
13,649
-0%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$47.8K
6,675
-5%
增持
FANG
DIAMONDBACK ENERGY INC
+$45.5K
1,883
+0%
增持
MCD
MCDONALDS CORP
-$44.3K
1,446
+1%
减持
GD
GENERAL DYNAMICS CORP
-$43.9K
1,867
-12%
增持
XLV
SELECT SECTOR SPDR TR
+$43.5K
4,168
+12%
减持
MGC
VANGUARD WORLD FD
-$43.2K
5,929
-2%
减持
USMV
ISHARES TR
-$42.5K
2,793
-15%
增持
JNJ
JOHNSON & JOHNSON
-$39.3K
4,564
+1%
减持
IYF
ISHARES TR
-$39.2K
3,034
-15%
减持
SCHG
SCHWAB STRATEGIC TR
-$38.6K
12,148
-1%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$38.5K
8,695
+17%
增持
LMT
LOCKHEED MARTIN CORP
-$38.1K
841
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$37.2K
4,746
+1%
增持
GIS
GENERAL MLS INC
-$36.6K
3,837
+4%
增持
PFFD
GLOBAL X FDS
+$36.6K
72,469
+6%
增持
FRDM
EA SERIES TRUST
-$35.2K
155,702
+10%
减持
FPE
FIRST TR EXCH TRADED FD III
-$34.2K
51,707
-4%
增持
BLV
VANGUARD BD INDEX FDS
-$34.2K
4,500
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$33.7K
4,099
+15%
增持
BSV
VANGUARD BD INDEX FDS
+$31.9K
9,707
+5%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$31.6K
2,623
-7%
增持
CSX
CSX CORP
-$31.5K
9,421
+0%
增持
KMI
KINDER MORGAN INC DEL
-$31.4K
49,081
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$30.1K
6,953
+16%
增持
AFL
AFLAC INC
+$29.5K
4,211
+0%
增持
OSCV
ETF SER SOLUTIONS
-$29.3K
161,309
+5%
增持
HON
HONEYWELL INTL INC
-$29.3K
2,640
+6%
减持
AGG
ISHARES TR
-$26.6K
5,114
-1%
减持
VB
VANGUARD INDEX FDS
-$25.3K
2,300
-1%
增持
ORCL
ORACLE CORP
-$24.6K
1,898
+0%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$24.2K
12,989
-2%
增持
XLU
SELECT SECTOR SPDR TR
-$23.8K
7,437
+5%
增持
PEP
PEPSICO INC
-$22.6K
1,484
+0%
减持
BP
BP PLC
+$21.9K
9,088
-3%
减持
PRU
PRUDENTIAL FINL INC
+$21.7K
3,513
-1%
减持
GSEW
GOLDMAN SACHS ETF TR
-$21.4K
6,004
-1%
增持
XLK
SELECT SECTOR SPDR TR
-$21.2K
2,330
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$20.5K
46,282
+1%
增持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$20.4K
111,787
+1%
增持
IVE
ISHARES TR
-$20.2K
6,258
+3%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$19.3K
12,357
-7%
增持
AMZN
AMAZON COM INC
+$19.0K
5,755
+5%
增持
EMR
EMERSON ELEC CO
+$18.2K
2,587
+1%
