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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 27
增持 62
减持 44
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
ACIO
ETF SER SOLUTIONS
+$3.4M
478,915
+18%
减持
DBEF
DBX ETF TR
-$3.1M
194,029
-29%
增持
DRSK
ETF SER SOLUTIONS
+$2.4M
217,179
+69%
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
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.4M
527,064
+21%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
298,069
+23%
减持
JUCY
ETF SER SOLUTIONS
-$1.3M
100,817
-35%
减持
FRDM
EA SERIES TRUST
-$1.1M
138,775
-21%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
49,341
+0%
增持
QQQ
INVESCO QQQ TR
+$870.9K
17,686
+3%
减持
SCHD
SCHWAB STRATEGIC TR
-$862.1K
93,036
-7%
减持
IGRO
ISHARES TR
-$850.0K
68,001
-16%
减持
SPAB
SPDR SER TR
-$842.1K
339,627
-8%
增持
GL
GLOBE LIFE INC
+$533.9K
12,971
+183%
增持
AAPL
APPLE INC
+$509.0K
12,668
+1%
增持
COWZ
PACER FDS TR
+$496.7K
29,409
+55%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$426.1K
29,028
+181%
增持
SO
SOUTHERN CO
+$412.4K
40,818
+6%
减持
SCHM
SCHWAB STRATEGIC TR
-$403.4K
3,602
-57%
减持
V
VISA INC
-$400.6K
1,170
-54%
建仓
COP
CONOCOPHILLIPS
+$398.2K
3,481
减持
OSCV
ETF SER SOLUTIONS
-$360.3K
75,489
-8%
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$354.0K
17,016
清仓
DVN
DEVON ENERGY CORP NEW
-$335.1K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$331.1K
42,337
+26%
增持
NVDA
NVIDIA CORPORATION
+$327.8K
7,152
+1063%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$325.9K
0
-100%
减持
PFF
ISHARES TR
-$317.8K
58,883
-13%
建仓
NOW
SERVICENOW INC
+$314.7K
400
建仓
ZS
ZSCALER INC
+$312.3K
1,625
清仓
PGR
PROGRESSIVE CORP
-$308.8K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$307.3K
9,952
-34%
建仓
—
ARISTA NETWORKS INC
+$302.8K
864
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$292.8K
34,239
+64%
建仓
XLB
SELECT SECTOR SPDR TR
+$292.8K
3,315
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$292.4K
11,359
建仓
COST
COSTCO WHSL CORP NEW
+$288.2K
339
清仓
—
BLACKROCK INC
-$286.4K
0
-100%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$286.4K
11,271
建仓
PANW
PALO ALTO NETWORKS INC
+$283.4K
836
建仓
ISRG
INTUITIVE SURGICAL INC
+$280.3K
630
建仓
NFLX
NETFLIX INC
+$273.3K
405
建仓
—
GARMIN LTD
+$272.1K
1,670
建仓
FEM
FIRST TR EXCH TRD ALPHDX FD
+$270.9K
11,316
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$270.4K
30,300
+16%
建仓
IEMG
ISHARES INC
+$268.2K
5,010
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$265.1K
17,401
+14%
建仓
AXON
AXON ENTERPRISE INC
+$261.6K
889
建仓
KLAC
KLA CORP
+$261.4K
317
清仓
AMT
AMERICAN TOWER CORP NEW
-$259.4K
0
-100%
建仓
EOG
EOG RES INC
+$256.6K
2,039
清仓
CVS
CVS HEALTH CORP
-$255.6K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$253.6K
1,436
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$253.2K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$250.5K
0
-100%
建仓
TDG
TRANSDIGM GROUP INC
+$250.4K
196
建仓
—
SUPER MICRO COMPUTER INC
+$244.2K
298
减持
IJR
ISHARES TR
-$240.6K
3,336
-38%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$239.9K
78,149
-5%
减持
SCHP
SCHWAB STRATEGIC TR
-$236.3K
34,638
-11%
建仓
DECK
DECKERS OUTDOOR CORP
+$232.3K
240
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$231.5K
27,981
+21%
增持
SJNK
SPDR SER TR
+$230.7K
175,623
+7%
增持
CALF
PACER FDS TR
+$229.1K
20,873
+51%
清仓
ADBE
ADOBE INC
-$222.5K
0
-100%
增持
TSLA
TESLA INC
+$221.9K
4,588
+18%
清仓
UNP
UNION PAC CORP
-$220.4K
0
-100%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$219.5K
23,432
-13%
清仓
NSC
NORFOLK SOUTHN CORP
-$217.7K
0
-100%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$210.9K
3,830
增持
SFBS
SERVISFIRST BANCSHARES INC
-$208.3K
65,838
+0%
建仓
MUB
ISHARES TR
+$208.2K
1,954
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$207.8K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$205.6K
5,861
清仓
VOOV
VANGUARD ADMIRAL FDS INC
-$204.4K
0
-100%
清仓
INTC
INTEL CORP
-$203.0K
0
-100%
增持
META
META PLATFORMS INC
+$202.8K
947
+67%
清仓
SHYG
ISHARES TR
-$202.1K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$201.2K
0
-100%
建仓
RTX
RTX CORPORATION
+$200.9K
2,001
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$191.1K
6,730
+96%
增持
SCHX
SCHWAB STRATEGIC TR
+$185.7K
9,919
+36%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$175.1K
42,708
+8%
增持
FLRT
PACER FDS TR
+$172.8K
7,976
+84%
建仓
ET
ENERGY TRANSFER L P
+$171.0K
10,544
增持
FANG
DIAMONDBACK ENERGY INC
+$170.9K
4,173
+24%
减持
JPM
JPMORGAN CHASE & CO.
-$167.3K
6,190
-13%
清仓
DNP
DNP SELECT INCOME FD INC
-$166.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$165.9K
7,061
+6%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$165.4K
15,227
-20%
增持
IVW
ISHARES TR
+$163.8K
5,732
+32%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$156.7K
18,869
+46%
增持
IVV
ISHARES TR
+$139.9K
3,596
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$137.7K
6,746
-3%
增持
ORCL
ORACLE CORP
+$137.6K
3,738
+20%
减持
SPIB
SPDR SER TR
-$136.9K
78,294
-5%
增持
EFG
ISHARES TR
+$125.8K
4,919
+35%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$122.4K
10,673
-6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$118.0K
27,910
-8%
增持
PSX
PHILLIPS 66
+$115.7K
2,620
+68%
减持
XLE
SELECT SECTOR SPDR TR
-$115.6K
9,230
-9%
增持
FPE
FIRST TR EXCH TRADED FD III
+$113.5K
44,701
+17%
增持
AXP
AMERICAN EXPRESS CO
+$107.0K
1,950
+29%
增持
MPC
MARATHON PETE CORP
+$105.6K
2,443
+55%
增持
VUG
VANGUARD INDEX FDS
+$104.0K
2,610
+3%
减持
DKNG
DRAFTKINGS INC NEW
-$101.9K
7,586
-12%
增持
CAT
CATERPILLAR INC
+$101.9K
1,346
+42%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$100.0K
12,719
+48%
增持
GWW
GRAINGER W W INC
+$99.5K
382
+59%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$98.5K
815
+22%
减持
ROP
ROPER TECHNOLOGIES INC
-$97.7K
2,735
-6%
减持
MSFT
MICROSOFT CORP
-$96.0K
6,586
-9%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$93.3K
1,796
+22%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$91.3K
8,306
+8%
增持
JNJ
JOHNSON & JOHNSON
+$87.0K
5,446
+22%
增持
VTI
VANGUARD INDEX FDS
+$85.3K
1,369
+27%
增持
XLK
SELECT SECTOR SPDR TR
+$85.1K
2,539
+8%
减持
SCHG
SCHWAB STRATEGIC TR
+$83.3K
10,832
-0%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$82.9K
76,061
-6%
减持
XLI
SELECT SECTOR SPDR TR
-$81.6K
2,247
-20%
增持
MGC
VANGUARD WORLD FD
+$78.9K
5,382
+2%
减持
T
AT&T INC
+$78.5K
77,353
-3%
增持
GOOG
ALPHABET INC
+$76.9K
1,994
+5%
增持
XLU
SELECT SECTOR SPDR TR
+$76.8K
9,780
+9%
减持
LLY
ELI LILLY & CO
+$75.0K
1,101
-7%
减持
AVGO
BROADCOM INC
-$74.6K
220
-32%
减持
IYW
ISHARES TR
+$73.9K
5,345
-1%
减持
DOW
DOW INC
-$71.8K
5,169
-13%
增持
KO
COCA COLA CO
+$71.1K
4,942
+24%
增持
BSV
VANGUARD BD INDEX FDS
+$69.5K
9,575
+10%
减持
GSEW
GOLDMAN SACHS ETF TR
-$68.9K
4,220
-17%
增持
QUAL
ISHARES TR
+$68.9K
3,748
+8%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$67.5K
12,844
+13%
增持
AMD
ADVANCED MICRO DEVICES INC
+$66.8K
2,396
+34%
减持
CSX
CSX CORP
-$66.2K
8,378
-10%
减持
PFE
PFIZER INC
-$64.3K
18,209
-12%
增持
BAC
BANK AMERICA CORP
+$63.6K
9,308
+15%
减持
FENY
FIDELITY COVINGTON TRUST
-$61.9K
11,886
-15%
减持
FSTA
FIDELITY COVINGTON TRUST
-$60.9K
9,117
-12%
减持
PFFD
GLOBAL X FDS
-$60.4K
47,554
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$58.2K
22,831
+7%
减持
TGT
TARGET CORP
-$57.5K
1,769
-2%
减持
CMCSA
COMCAST CORP NEW
-$57.3K
7,295
-8%
增持
BP
BP PLC
+$57.0K
11,603
+21%
减持
WMT
WALMART INC
+$56.4K
10,148
-3%
增持
CRM
SALESFORCE INC
+$55.7K
1,599
+36%
减持
CHE
CHEMED CORP NEW
-$55.2K
420
-5%
减持
MCD
MCDONALDS CORP
-$53.1K
1,355
-4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$51.0K
8,725
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$48.8K
5,052
+5%
增持
TPHD
TIMOTHY PLAN
+$48.2K
11,748
+17%
