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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 21
增持 56
减持 63
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
SPAB
SPDR SER TR
-$3.5M
370,388
-26%
减持
JUCY
ETF SER SOLUTIONS
-$3.2M
154,668
-46%
增持
DRSK
ETF SER SOLUTIONS
+$3.2M
128,317
+1350%
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
FTSL
FIRST TR EXCHANGE-TRADED FD
+$3.1M
82,496
+472%
减持
OSCV
ETF SER SOLUTIONS
-$2.7M
82,443
-51%
减持
PFF
ISHARES TR
-$2.3M
67,500
-53%
增持
SJNK
SPDR SER TR
+$2.0M
164,733
+90%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$2.0M
241,554
-24%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.9M
15,102
-68%
增持
DBEF
DBX ETF TR
+$1.8M
271,629
+8%
增持
ACIO
ETF SER SOLUTIONS
+$1.8M
404,968
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.6M
100,416
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$996.6K
15,313
+51%
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$946.8K
436,487
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$864.1K
49,336
-12%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$468.0K
20,836
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$441.8K
57,085
-16%
增持
FRDM
EA SERIES TRUST
+$414.7K
176,527
+5%
减持
IVV
ISHARES TR
-$395.4K
3,477
-25%
增持
MSFT
MICROSOFT CORP
+$390.2K
7,225
+3%
建仓
CRM
SALESFORCE INC
+$355.4K
1,180
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$350.0K
12,958
建仓
CAT
CATERPILLAR INC
+$346.5K
945
增持
NVDA
NVIDIA CORPORATION
+$338.3K
615
+40%
减持
SPIB
SPDR SER TR
-$324.0K
82,169
-10%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$321.8K
1,783
建仓
MPC
MARATHON PETE CORP
+$318.2K
1,579
增持
AMZN
AMAZON COM INC
+$310.8K
6,645
+14%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$303.1K
29,083
+52%
增持
LLY
ELI LILLY & CO
+$302.3K
1,185
+11%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$294.3K
80,968
-19%
减持
PFFD
GLOBAL X FDS
-$289.1K
49,416
-25%
建仓
GOOG
ALPHABET INC
+$288.8K
1,897
建仓
—
BLACKROCK INC
+$286.4K
344
增持
JPM
JPMORGAN CHASE & CO
+$281.8K
7,086
+6%
建仓
META
META PLATFORMS INC
+$274.9K
566
建仓
DYNF
BLACKROCK ETF TRUST
+$273.3K
6,155
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$272.4K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$272.0K
39,633
-10%
增持
COWZ
PACER FDS TR
+$268.9K
19,030
+18%
增持
PFE
PFIZER INC
+$267.4K
20,676
+94%
清仓
IEMG
ISHARES INC
-$266.9K
0
-100%
清仓
TFLO
ISHARES TR
-$262.1K
0
-100%
建仓
PSX
PHILLIPS 66
+$254.2K
1,556
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$252.5K
10,316
清仓
SLYG
SPDR SER TR
-$248.1K
0
-100%
增持
IGRO
ISHARES TR
+$247.3K
80,660
+0%
建仓
GWW
GRAINGER W W INC
+$245.2K
241
清仓
XMLV
INVESCO EXCH TRADED FD TR II
-$243.8K
0
-100%
增持
—
EXXON MOBIL CORP
+$236.0K
14,140
+0%
增持
TSLA
TESLA INC
-$232.2K
3,902
+6%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$232.0K
26,018
+10%
建仓
GLD
SPDR GOLD TR
+$231.4K
1,125
建仓
CWS
ADVISORSHARES TR
+$230.9K
3,626
清仓
USB
US BANCORP DEL
-$218.8K
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$218.1K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$213.8K
667
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$210.4K
8,576
清仓
—
ACCENTURE PLC IRELAND
-$209.1K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$208.4K
1,313
-39%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$207.8K
5,400
建仓
FLRT
PACER FDS TR
+$206.5K
4,341
减持
ADBE
ADOBE INC
-$204.6K
441
-38%
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$204.4K
1,133
减持
UNH
UNITEDHEALTH GROUP INC
-$202.1K
506
-41%
清仓
SCHE
SCHWAB STRATEGIC TR
-$202.0K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$201.2K
3,185
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$195.2K
23,153
+8%
增持
ORCL
ORACLE CORP
+$177.2K
3,107
+54%
增持
HEI/A
HEICO CORP NEW
+$176.5K
15,214
+0%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$171.6K
26,837
+4%
减持
ROP
ROPER TECHNOLOGIES INC
-$166.8K
2,923
-12%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$166.4K
1,476
+37%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$160.5K
33,658
+6%
增持
SO
SOUTHERN CO
+$155.1K
38,387
+4%
增持
IVE
ISHARES TR
+$152.6K
4,593
+13%
增持
IVW
ISHARES TR
+$151.9K
4,342
+52%
减持
VZ
VERIZON COMMUNICATIONS INC
+$148.1K
35,704
-0%
增持
AXP
AMERICAN EXPRESS CO
+$142.6K
1,513
+40%
清仓
BKT
BLACKROCK INCOME TR INC
-$140.0K
0
-100%
增持
DKNG
DRAFTKINGS INC NEW
+$139.4K
8,621
+21%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$138.5K
30,266
+14%
增持
AAPL
APPLE INC
-$136.0K
12,591
+6%
增持
IUSB
ISHARES TR
+$135.1K
32,282
+11%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$131.4K
5,797
+5%
减持
LOW
LOWES COS INC
+$128.3K
4,001
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$127.5K
4,831
-1%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$125.8K
1,236
-33%
增持
V
VISA INC
+$125.4K
2,535
+13%
减持
SPYM
SPDR SER TR
+$124.5K
25,182
-1%
增持
TPLC
TIMOTHY PLAN
+$119.6K
24,168
+3%
减持
CHE
CHEMED CORP NEW
-$118.0K
441
-36%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$117.7K
11,340
-1%
减持
—
EATON CORP PLC
+$116.5K
1,873
-4%
减持
AGG
ISHARES TR
-$111.2K
2,957
-27%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$108.9K
18,962
-15%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$107.7K
6,146
-27%
减持
DGRO
ISHARES TR
-$106.9K
4,820
-33%
增持
SCHG
SCHWAB STRATEGIC TR
+$106.3K
10,882
+0%
减持
PGR
PROGRESSIVE CORP
-$106.2K
1,493
-43%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$106.1K
6,230
-32%
增持
CVX
CHEVRON CORP NEW
+$105.7K
11,847
+0%
增持
WMB
WILLIAMS COS INC
+$105.2K
24,148
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$102.5K
39,069
-5%
减持
EFV
ISHARES TR
-$101.1K
6,297
-26%
减持
GOOGL
ALPHABET INC
-$97.9K
5,014
-18%
减持
FANG
DIAMONDBACK ENERGY INC
+$96.7K
3,353
-8%
减持
TLT
ISHARES TR
-$93.4K
2,479
-25%
减持
AVGO
BROADCOM INC
-$89.8K
323
-30%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$88.5K
7,709
+10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$87.8K
6,980
-2%
增持
DVN
DEVON ENERGY CORP NEW
+$84.9K
6,678
+21%
增持
XLV
SELECT SECTOR SPDR TR
+$75.7K
4,420
+4%
增持
CALF
PACER FDS TR
+$75.1K
13,835
+10%
增持
MRK
MERCK & CO INC
+$71.1K
2,210
+9%
增持
WMT
WALMART INC
-$67.4K
10,482
+137%
减持
CPRT
COPART INC
-$61.9K
4,493
-32%
减持
XLE
SELECT SECTOR SPDR TR
+$59.2K
10,136
-5%
减持
GL
GLOBE LIFE INC
-$58.0K
4,583
-6%
减持
IJS
ISHARES TR
-$56.1K
2,933
-15%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$55.3K
3,854
+14%
减持
C
CITIGROUP INC
+$52.6K
4,830
-2%
增持
XLK
SELECT SECTOR SPDR TR
+$52.6K
2,349
+4%
减持
SCHM
SCHWAB STRATEGIC TR
+$50.8K
8,397
-0%
减持
INTC
INTEL CORP
-$49.3K
4,595
-8%
增持
PRU
PRUDENTIAL FINL INC
+$48.6K
3,447
+0%
减持
TGT
TARGET CORP
+$48.3K
1,803
-5%
减持
VTV
VANGUARD INDEX FDS
+$46.5K
6,231
-4%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$46.0K
2,832
+8%
减持
ZTS
ZOETIS INC
-$45.1K
1,563
-0%
增持
FPE
FIRST TR EXCH TRADED FD III
+$45.0K
38,253
+4%
增持
TPHD
TIMOTHY PLAN
+$44.2K
10,030
+4%
增持
IWD
ISHARES TR
+$44.0K
3,153
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$43.2K
8,981
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$40.1K
2,657
-21%
增持
MO
ALTRIA GROUP INC
+$39.3K
5,657
+10%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$39.1K
21,329
-8%
减持
ABBV
ABBVIE INC
+$38.9K
1,591
-2%
减持
EFG
ISHARES TR
-$33.2K
3,636
-14%
减持
VYM
VANGUARD WHITEHALL FDS
+$32.9K
4,021
-1%
减持
GSEW
GOLDMAN SACHS ETF TR
-$32.7K
5,071
-15%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$32.0K
6,859
-17%
减持
BSV
VANGUARD BD INDEX FDS
-$31.9K
8,672
-4%
增持
RF
REGIONS FINANCIAL CORP NEW
+$31.7K
18,929
+0%
减持
IYW
ISHARES TR
+$29.4K
5,409
-5%
减持
—
LINDE PLC
+$29.2K
736
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$28.6K
11,336
-5%
减持
MCD
MCDONALDS CORP
-$27.7K
1,413
-2%
减持
VB
VANGUARD INDEX FDS
+$26.7K
2,253
-2%
增持
CSX
CSX CORP
+$26.0K
9,345
+1%
