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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 23
增持 53
减持 49
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
GRNY
TIDAL ETF TR
+$8.9M
446,508
减持
ACIO
ETF SER SOLUTIONS
-$5.0M
368,623
-26%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$2.3M
9,667
-56%
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
SPAB
SPDR SER TR
-$1.5M
154,625
-24%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$1.4M
27,657
+15%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.4M
224,124
+153%
增持
QQQ
INVESCO QQQ TR
+$1.1M
19,899
+7%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
157,731
+42%
增持
DRSK
ETF SER SOLUTIONS
+$972.7K
289,994
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$740.8K
45,905
+1%
减持
FRDM
EA SERIES TRUST
-$705.1K
133,918
-6%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$680.8K
1,502
建仓
ANET
ARISTA NETWORKS INC
+$586.0K
5,302
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$582.4K
7,701
减持
IGRO
ISHARES TR
-$566.5K
69,769
-2%
建仓
GE
GE AEROSPACE
+$545.0K
3,267
清仓
AMGN
AMGEN INC
-$542.5K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$527.4K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$516.4K
6,542
增持
CVX
CHEVRON CORP NEW
+$516.1K
11,589
+47%
建仓
UBER
UBER TECHNOLOGIES INC
+$510.9K
8,469
增持
FBND
FIDELITY MERRIMACK STR TR
+$507.7K
114,224
+16%
减持
OSCV
ETF SER SOLUTIONS
-$493.1K
56,692
-18%
减持
JUCY
ETF SER SOLUTIONS
-$488.8K
52,734
-28%
建仓
VST
VISTRA CORP
+$487.4K
3,535
建仓
FCX
FREEPORT-MCMORAN INC
+$485.6K
12,751
建仓
NRG
NRG ENERGY INC
+$475.8K
5,274
建仓
DOV
DOVER CORP
+$475.2K
2,533
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$474.3K
53,415
+14%
建仓
CCJ
CAMECO CORP
+$470.0K
9,146
建仓
KIM
KIMCO RLTY CORP
+$459.3K
19,602
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$459.1K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$444.1K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$438.4K
0
-100%
清仓
GWW
GRAINGER W W INC
-$434.2K
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$417.6K
100,708
+9%
增持
AMZN
AMAZON COM INC
+$415.2K
8,316
+10%
建仓
HOV
HOVNANIAN ENTERPRISES INC
+$406.1K
3,035
增持
OALC
UNIFIED SER TR
+$406.0K
75,615
+21%
减持
PFF
ISHARES TR
-$401.1K
39,299
-20%
清仓
COST
COSTCO WHSL CORP NEW
-$400.7K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$399.0K
0
-100%
清仓
LDOS
LEIDOS HOLDINGS INC
-$391.9K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$389.0K
0
-100%
清仓
—
GARMIN LTD
-$388.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$388.0K
0
-100%
增持
LLY
ELI LILLY & CO
+$387.8K
1,767
+60%
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$369.9K
7,343
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$364.8K
53,194
-8%
清仓
ZS
ZSCALER INC
-$364.6K
0
-100%
减持
CAT
CATERPILLAR INC
-$362.3K
788
-52%
清仓
PANW
PALO ALTO NETWORKS INC
-$362.3K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$355.7K
19,953
-26%
清仓
KLAC
KLA CORP
-$346.2K
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$344.9K
13,141
+79%
减持
MSFT
MICROSOFT CORP
-$344.2K
5,663
-11%
建仓
UTES
ETFIS SER TR I
+$343.1K
5,382
清仓
IR
INGERSOLL RAND INC
-$342.3K
0
-100%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$335.3K
6,194
减持
SO
SOUTHERN CO
-$332.6K
40,897
-0%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$315.0K
251,737
-2%
减持
EMR
EMERSON ELEC CO
-$303.1K
2,477
-56%
减持
TSLA
TESLA INC
+$287.4K
3,903
-21%
增持
SFBS
SERVISFIRST BANCSHARES INC
+$282.9K
65,850
+0%
减持
AXP
AMERICAN EXPRESS CO
-$276.5K
815
-57%
建仓
DBEM
DBX ETF TR
+$274.1K
11,010
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$273.5K
32,099
+22%
建仓
PAAA
PGIM ETF TR
+$270.3K
5,280
减持
META
META PLATFORMS INC
-$269.2K
596
-45%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$255.6K
36,424
+11%
减持
XLU
SELECT SECTOR SPDR TR
-$253.4K
5,945
-32%
减持
KMI
KINDER MORGAN INC DEL
+$250.5K
47,234
-0%
清仓
—
SUPER MICRO COMPUTER INC
-$246.9K
0
-100%
清仓
TGT
TARGET CORP
-$244.6K
0
-100%
清仓
CHE
CHEMED CORP NEW
-$238.1K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$235.8K
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$235.8K
3,185
清仓
ZTS
ZOETIS INC
-$233.9K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$230.7K
0
-100%
增持
WMT
WALMART INC
+$223.5K
11,751
+13%
建仓
MA
MASTERCARD INCORPORATED
+$218.0K
414
建仓
SEIC
SEI INVTS CO
+$217.7K
2,640
增持
GOOGL
ALPHABET INC
+$217.2K
5,488
+11%
清仓
PEP
PEPSICO INC
-$217.1K
0
-100%
清仓
UNP
UNION PAC CORP
-$214.5K
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$211.4K
1,053
+2%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$209.0K
14,369
-15%
清仓
APD
AIR PRODS & CHEMS INC
-$207.9K
0
-100%
减持
TBIL
RBB FD INC
-$207.8K
18,627
-18%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$206.7K
4,052
减持
SPIB
SPDR SER TR
-$186.3K
75,478
-4%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$185.8K
621,840
+3%
增持
ITA
ISHARES TR
+$182.2K
2,668
+94%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$181.6K
9,268
-42%
减持
PFE
PFIZER INC
-$177.5K
13,705
-27%
减持
DBEF
DBX ETF TR
-$175.0K
198,332
-1%
减持
ROP
ROPER TECHNOLOGIES INC
-$169.7K
2,525
-5%
增持
IBD
NORTHERN LTS FD TR IV
+$162.5K
40,559
+24%
减持
XLV
SELECT SECTOR SPDR TR
-$161.6K
3,755
-15%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$157.3K
11,437
-34%
增持
TDG
TRANSDIGM GROUP INC
+$154.8K
433
+57%
增持
VZ
VERIZON COMMUNICATIONS INC
-$152.1K
36,590
+2%
减持
—
EXXON MOBIL CORP
-$149.9K
13,324
-1%
减持
JNJ
JOHNSON & JOHNSON
-$149.6K
4,069
-11%
减持
NVDA
NVIDIA CORPORATION
-$144.1K
6,633
-22%
减持
JPM
JPMORGAN CHASE & CO.
-$142.8K
5,090
-21%
增持
ISRG
INTUITIVE SURGICAL INC
+$140.4K
1,037
+27%
增持
AVGO
BROADCOM INC
+$137.4K
2,073
+4%
增持
CALF
PACER FDS TR
+$135.1K
29,753
+18%
增持
SCHP
SCHWAB STRATEGIC TR
-$134.2K
67,381
+93%
减持
PFFD
GLOBAL X FDS
-$130.3K
44,005
-8%
减持
VTV
VANGUARD INDEX FDS
-$126.4K
4,374
-12%
增持
IVV
ISHARES TR
+$123.6K
3,025
+5%
增持
COWZ
PACER FDS TR
+$119.3K
41,815
+8%
减持
XLB
SELECT SECTOR SPDR TR
-$111.0K
3,460
-17%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$105.0K
71,537
-6%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$101.8K
47,137
+15%
减持
LOW
LOWES COS INC
-$98.7K
3,991
-0%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$97.9K
28,111
+17%
增持
ET
ENERGY TRANSFER L P
+$95.2K
16,137
+17%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$94.5K
20,130
+27%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$93.9K
6,092
+3%
减持
VUG
VANGUARD INDEX FDS
-$85.8K
1,383
-19%
减持
LMT
LOCKHEED MARTIN CORP
-$85.5K
771
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$83.9K
43,417
+302%
减持
GSEW
GOLDMAN SACHS ETF TR
-$82.9K
3,140
-25%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$78.7K
35,615
+4%
增持
CWS
ADVISORSHARES TR
+$78.1K
5,936
+33%
减持
IJR
ISHARES TR
-$74.2K
1,819
-25%
增持
C
CITIGROUP INC
+$74.0K
5,985
+8%
减持
WMB
WILLIAMS COS INC
-$71.4K
25,034
-20%
减持
GD
GENERAL DYNAMICS CORP
-$71.4K
1,638
-2%
减持
GILD
GILEAD SCIENCES INC
-$69.1K
2,701
-29%
增持
FLRT
PACER FDS TR
+$67.8K
11,437
+14%
增持
TPLC
TIMOTHY PLAN
+$65.9K
14,870
+15%
增持
SPYM
SPDR SER TR
+$65.0K
23,309
+2%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$63.1K
25,489
+16%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$62.9K
4,712
-5%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$62.7K
16,812
+18%
增持
DFAS
DIMENSIONAL ETF TRUST
+$61.7K
9,962
+10%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$61.5K
14,505
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$61.3K
1,037
+35%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$60.9K
4,516
+19%
增持
T
AT&T INC
+$60.8K
77,963
+0%
增持
TPHD
TIMOTHY PLAN
+$60.4K
15,995
+16%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$59.5K
34,737
+9%
增持
IUSB
ISHARES TR
+$55.9K
29,164
+9%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
-$55.6K
47,009
+6%
减持
FANG
DIAMONDBACK ENERGY INC
-$55.2K
2,860
-6%
减持
AAPL
APPLE INC
-$51.8K
11,308
-9%
