小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 22
增持 71
减持 41
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.8M
46,651
建仓
FBND
FIDELITY MERRIMACK STR TR
+$4.6M
98,793
减持
SPAB
SPDR SER TR
-$3.2M
203,623
-40%
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。
建仓
UCON
FIRST TR EXCHNG TRADED FD VI
+$2.8M
111,307
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$2.6M
602,658
+14%
建仓
OALC
UNIFIED SER TR
+$1.8M
62,733
增持
ACIO
ETF SER SOLUTIONS
+$1.8M
498,435
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.2M
26,286
+291%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$1.1M
65,845
+0%
建仓
TBIL
RBB FD INC
+$1.1M
22,714
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
22,220
+28%
增持
DRSK
ETF SER SOLUTIONS
+$1.1M
246,709
+14%
减持
SJNK
SPDR SER TR
-$1.0M
129,575
-26%
增持
IGRO
ISHARES TR
+$724.7K
71,162
+5%
减持
SPY
SPDR S&P 500 ETF TR
-$689.2K
45,600
-8%
减持
CVX
CHEVRON CORP NEW
-$669.3K
7,893
-33%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$669.1K
23,985
+2%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$666.9K
92,376
+18%
减持
JUCY
ETF SER SOLUTIONS
-$642.4K
72,793
-28%
增持
COWZ
PACER FDS TR
+$639.9K
38,775
+32%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$609.8K
256,728
-14%
增持
QQQ
INVESCO QQQ TR
+$592.5K
18,576
+5%
建仓
AMGN
AMGEN INC
+$542.5K
1,684
增持
SO
SOUTHERN CO
+$532.9K
41,020
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$495.7K
34,245
+22%
增持
IBD
NORTHERN LTS FD TR IV
+$466.1K
32,731
+137%
减持
TPLC
TIMOTHY PLAN
-$452.2K
12,979
-49%
清仓
MPC
MARATHON PETE CORP
-$423.8K
0
-100%
清仓
CRM
SALESFORCE INC
-$411.1K
0
-100%
增持
HEI/A
HEICO CORP NEW
+$401.1K
15,223
+0%
增持
WMB
WILLIAMS COS INC
+$400.0K
31,243
+29%
建仓
CL
COLGATE PALMOLIVE CO
+$399.0K
3,843
清仓
COP
CONOCOPHILLIPS
-$398.2K
0
-100%
建仓
LDOS
LEIDOS HOLDINGS INC
+$391.9K
2,404
建仓
SPGI
S&P GLOBAL INC
+$389.0K
753
增持
TSLA
TESLA INC
+$380.9K
4,926
+7%
清仓
PSX
PHILLIPS 66
-$369.9K
0
-100%
清仓
GOOG
ALPHABET INC
-$365.7K
0
-100%
增持
EMR
EMERSON ELEC CO
+$363.0K
5,578
+149%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$356.3K
766
增持
DBEF
DBX ETF TR
+$345.4K
199,570
+3%
建仓
IR
INGERSOLL RAND INC
+$342.3K
3,487
增持
GL
GLOBE LIFE INC
+$324.5K
13,141
+1%
减持
VUG
VANGUARD INDEX FDS
-$323.0K
1,701
-35%
清仓
NOW
SERVICENOW INC
-$314.7K
0
-100%
减持
FANG
DIAMONDBACK ENERGY INC
-$311.6K
3,038
-27%
减持
IVV
ISHARES TR
-$310.8K
2,873
-20%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$288.4K
37,077
-13%
清仓
SCHM
SCHWAB STRATEGIC TR
-$280.4K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$277.1K
44,346
+5%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$276.7K
6,890
+2%
清仓
DGRO
ISHARES TR
-$275.4K
0
-100%
清仓
IEMG
ISHARES INC
-$268.2K
0
-100%
增持
CALF
PACER FDS TR
+$265.1K
25,243
+21%
清仓
EOG
EOG RES INC
-$256.6K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$253.6K
0
-100%
减持
SCHD
SCHWAB STRATEGIC TR
+$251.8K
88,563
-5%
清仓
GIS
GENERAL MLS INC
-$241.6K
0
-100%
增持
ORCL
ORACLE CORP
+$240.5K
4,509
+21%
增持
T
AT&T INC
+$236.2K
77,928
+1%
清仓
DECK
DECKERS OUTDOOR CORP
-$232.3K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$232.2K
16,969
-26%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$229.2K
0
-100%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$225.7K
3,810
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$224.9K
4,969
-2%
减持
PFF
ISHARES TR
-$221.1K
49,253
-16%
建仓
PGR
PROGRESSIVE CORP
+$220.8K
870
建仓
VOOV
VANGUARD ADMIRAL FDS INC
+$216.0K
1,133
减持
AAPL
APPLE INC
+$215.5K
12,376
-2%
建仓
UNP
UNION PAC CORP
+$214.5K
870
建仓
SCHW
SCHWAB CHARLES CORP
+$213.3K
3,291
减持
MSFT
MICROSOFT CORP
-$212.5K
6,347
-4%
建仓
VCR
VANGUARD WORLD FD
+$210.8K
619
建仓
MTB
M & T BK CORP
+$210.2K
1,180
减持
IUSB
ISHARES TR
-$209.0K
26,789
-18%
建仓
APD
AIR PRODS & CHEMS INC
+$207.9K
698
建仓
TFC
TRUIST FINL CORP
+$207.9K
4,860
清仓
SPDW
SPDR INDEX SHS FDS
-$205.6K
0
-100%
建仓
ITA
ISHARES TR
+$205.6K
1,374
建仓
SHYG
ISHARES TR
+$204.1K
4,700
清仓
TLT
ISHARES TR
-$201.9K
0
-100%
增持
CAT
CATERPILLAR INC
+$199.9K
1,657
+23%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$183.8K
40,858
+19%
增持
FRDM
EA SERIES TRUST
+$180.0K
142,021
+2%
减持
VTV
VANGUARD INDEX FDS
-$176.3K
4,966
-24%
增持
WWJD
NORTHERN LTS FD TR IV
+$174.6K
15,963
+38%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$164.1K
17,388
+54%
增持
VZ
VERIZON COMMUNICATIONS INC
+$157.7K
35,967
+2%
增持
AXON
AXON ENTERPRISE INC
+$152.8K
1,037
+17%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$152.5K
7,359
-26%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$152.2K
23,993
+27%
增持
NVDA
NVIDIA CORPORATION
+$151.2K
8,521
+19%
增持
WMT
WALMART INC
+$151.1K
10,380
+2%
增持
TDG
TRANSDIGM GROUP INC
+$143.5K
276
+41%
增持
—
ARISTA NETWORKS INC
+$141.3K
1,157
+34%
增持
META
META PLATFORMS INC
+$140.3K
1,080
+14%
增持
AMD
ADVANCED MICRO DEVICES INC
+$138.7K
3,214
+34%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$131.4K
5,915
+10%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$131.2K
21,997
+29%
减持
IVW
ISHARES TR
-$126.2K
4,222
-26%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$126.1K
1,563
+92%
减持
MBB
ISHARES TR
-$125.7K
4,177
-27%
增持
ISRG
INTUITIVE SURGICAL INC
+$120.6K
816
+30%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$116.3K
32,733
+8%
增持
—
GARMIN LTD
+$115.9K
2,204
+32%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$114.9K
16,101
+42%
增持
NFLX
NETFLIX INC
+$114.6K
547
+35%
增持
COST
COSTCO WHSL CORP NEW
+$112.6K
452
+33%
增持
JPM
JPMORGAN CHASE & CO.
+$110.9K
6,463
+4%
增持
KMI
KINDER MORGAN INC DEL
+$110.3K
47,248
+1%
增持
TPHD
TIMOTHY PLAN
+$110.1K
13,822
+18%
增持
SPIB
SPDR SER TR
+$109.7K
78,877
+1%
增持
XLB
SELECT SECTOR SPDR TR
+$109.3K
4,172
+26%
增持
PRU
PRUDENTIAL FINL INC
+$105.6K
4,160
+22%
增持
FPE
FIRST TR EXCH TRADED FD III
+$105.1K
48,678
+9%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$103.8K
31,758
+9%
减持
BSV
VANGUARD BD INDEX FDS
-$101.9K
8,037
-16%
增持
FLRT
PACER FDS TR
+$96.7K
10,022
+26%
增持
AFL
AFLAC INC
+$95.4K
4,227
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$93.6K
1,694
-6%
增持
GWW
GRAINGER W W INC
+$89.6K
418
+9%
减持
VO
VANGUARD INDEX FDS
+$89.2K
5,347
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$88.8K
10,665
-17%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$87.1K
15,891
+25%
减持
LMT
LOCKHEED MARTIN CORP
+$86.8K
788
-2%
减持
V
VISA INC
-$86.5K
802
-31%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$86.2K
57,554
-2%
减持
SPHD
INVESCO EXCH TRADED FD TR II
+$85.7K
15,072
-1%
减持
QUAL
ISHARES TR
-$85.6K
3,092
-18%
增持
KLAC
KLA CORP
+$84.8K
447
+41%
减持
EFG
ISHARES TR
-$83.2K
3,902
-21%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$81.5K
14,239
+25%
减持
XLE
SELECT SECTOR SPDR TR
-$79.3K
8,678
-6%
增持
PANW
PALO ALTO NETWORKS INC
+$78.9K
1,060
+27%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$78.3K
5,018
-26%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$73.1K
4,927
-30%
增持
SCHP
SCHWAB STRATEGIC TR
+$73.1K
34,954
+1%
减持
IJR
ISHARES TR
-$72.1K
2,426
-27%
增持
MCD
MCDONALDS CORP
+$71.9K
1,370
+1%
增持
EFX
EQUIFAX INC
+$71.7K
1,389
+0%
减持
AXP
AMERICAN EXPRESS CO
+$66.8K
1,912
-2%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
+$64.8K
75,788
-0%
增持
DFAS
DIMENSIONAL ETF TRUST
+$62.5K
9,045
+4%
增持
CLX
CLOROX CO DEL
+$62.2K
2,343
+0%
减持
CSX
CSX CORP
-$61.6K
6,331
-24%
增持
EFV
ISHARES TR
+$59.8K
6,164
+11%
减持
ROP
ROPER TECHNOLOGIES INC
-$59.2K
2,664
-3%
减持
JNJ
JOHNSON & JOHNSON
-$58.0K
4,554
-16%
增持
CWS
ADVISORSHARES TR
+$57.7K
4,458
+11%
增持
KO
COCA COLA CO
+$56.9K
5,170
+5%
