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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 18
增持 53
减持 47
清仓 32
方向
标的
Δ市值
现股数(环比)
增持
GRNY
TIDAL ETF TR
+$8.5M
960,560
+115%
减持
SPY
SPDR S&P 500 ETF TR
-$6.8M
35,906
-22%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$3.1M
733,355
+18%
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。
清仓
VGIT
VANGUARD SCOTTSDALE FDS
-$1.9M
0
-100%
增持
DRSK
ETF SER SOLUTIONS
+$1.7M
354,175
+22%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
149,562
+31%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.1M
199,599
+27%
减持
IVV
ISHARES TR
-$978.9K
1,427
-53%
增持
IBD
NORTHERN LTS FD TR IV
+$950.7K
80,060
+97%
增持
DBEF
DBX ETF TR
+$916.5K
210,796
+6%
增持
TPLC
TIMOTHY PLAN
+$867.8K
35,454
+138%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$863.8K
120,931
+20%
减持
SPAB
SPDR SER TR
-$856.0K
117,778
-24%
建仓
COWG
PACER FDS TR
+$793.2K
25,762
增持
DBEM
DBX ETF TR
+$712.1K
38,575
+250%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$701.0K
49,315
+31%
减持
CALF
PACER FDS TR
-$691.7K
16,474
-45%
减持
IUSB
ISHARES TR
-$672.0K
14,023
-52%
清仓
DFAS
DIMENSIONAL ETF TRUST
-$648.3K
0
-100%
建仓
TPSC
TIMOTHY PLAN
+$609.7K
16,465
建仓
OAIM
UNIFIED SER TR
+$596.1K
17,836
增持
ACIO
ETF SER SOLUTIONS
+$565.5K
398,008
+8%
清仓
TDG
TRANSDIGM GROUP INC
-$548.7K
0
-100%
增持
TSLA
TESLA INC
-$545.3K
3,978
+2%
增持
QQQ
INVESCO QQQ TR
-$539.9K
20,544
+3%
清仓
WWJD
NORTHERN LTS FD TR IV
-$532.8K
0
-100%
增持
IGRO
ISHARES TR
+$530.2K
72,773
+4%
减持
GOOGL
ALPHABET INC
-$525.6K
3,320
-40%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$524.0K
43,760
+58%
清仓
UBER
UBER TECHNOLOGIES INC
-$510.9K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$495.4K
8,257
-59%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$490.8K
12,612
+30%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$486.2K
9,084
清仓
FCX
FREEPORT-MCMORAN INC
-$485.6K
0
-100%
增持
SJNK
SPDR SER TR
+$478.8K
153,120
+15%
清仓
NRG
NRG ENERGY INC
-$475.8K
0
-100%
清仓
DOV
DOVER CORP
-$475.2K
0
-100%
清仓
EFG
ISHARES TR
-$468.7K
0
-100%
增持
SO
SOUTHERN CO
+$466.1K
41,682
+2%
清仓
KIM
KIMCO RLTY CORP
-$459.3K
0
-100%
建仓
CRM
SALESFORCE INC
+$458.9K
1,710
建仓
BABA
ALIBABA GROUP HLDG LTD
+$421.4K
3,187
增持
PGR
PROGRESSIVE CORP
+$420.1K
2,220
+155%
清仓
HOV
HOVNANIAN ENTERPRISES INC
-$406.1K
0
-100%
建仓
DE
DEERE & CO
+$387.5K
826
增持
HEI/A
HEICO CORP NEW
+$380.8K
15,232
+0%
减持
MSFT
MICROSOFT CORP
-$378.5K
5,351
-6%
清仓
EFV
ISHARES TR
-$378.4K
0
-100%
清仓
JPST
J P MORGAN EXCHANGE TRADED F
-$369.9K
0
-100%
减持
T
AT&T INC
+$369.4K
75,834
-3%
减持
OSCV
ETF SER SOLUTIONS
-$357.4K
49,917
-12%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$355.2K
61,346
+15%
增持
FRDM
EA SERIES TRUST
+$349.6K
134,828
+1%
减持
PFF
ISHARES TR
-$340.8K
29,116
-26%
建仓
SPGI
S&P GLOBAL INC
+$337.6K
664
减持
TPHD
TIMOTHY PLAN
-$330.5K
6,671
-58%
减持
QUAL
ISHARES TR
-$322.6K
1,545
-53%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$318.4K
0
-100%
建仓
QDPL
PACER FDS TR
+$316.8K
8,676
增持
AAPL
APPLE INC
-$308.4K
11,360
+0%
建仓
DECK
DECKERS OUTDOOR CORP
+$305.6K
2,733
建仓
AIRR
FIRST TR EXCHANGE TRADED FD
+$303.9K
4,455
建仓
PANW
PALO ALTO NETWORKS INC
+$294.0K
1,723
清仓
CGSD
CAPITAL GRP FIXED INCM ETF T
-$293.2K
0
-100%
建仓
SMCI
SUPER MICRO COMPUTER INC
+$293.1K
8,559
清仓
XLB
SELECT SECTOR SPDR TR
-$291.2K
0
-100%
清仓
FVD
FIRST TR VALUE LINE DIVID IN
-$282.8K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$282.1K
904
建仓
NGS
NATURAL GAS SVCS GROUP INC
+$271.7K
12,366
清仓
AGG
ISHARES TR
-$263.4K
0
-100%
增持
OALC
UNIFIED SER TR
+$260.6K
87,526
+16%
清仓
GOVT
ISHARES TR
-$256.5K
0
-100%
减持
JUCY
ETF SER SOLUTIONS
-$254.1K
41,465
-21%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$249.9K
261,935
+4%
减持
SCHD
SCHWAB STRATEGIC TR
-$248.9K
210,092
-6%
清仓
FTCS
FIRST TR EXCHANGE-TRADED FD
-$247.6K
0
-100%
减持
MBB
ISHARES TR
-$244.5K
2,137
-56%
清仓
AXP
AMERICAN EXPRESS CO
-$242.0K
0
-100%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$230.2K
0
-100%
增持
AMZN
AMAZON COM INC
-$227.6K
8,393
+1%
建仓
CHE
CHEMED CORP NEW
+$226.0K
367
建仓
TMUS
T-MOBILE US INC
+$225.9K
847
减持
CVX
CHEVRON CORP NEW
+$225.9K
11,384
-2%
减持
SPIB
SPDR SER TR
-$225.3K
67,611
-10%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$222.7K
0
-100%
清仓
MRK
MERCK & CO INC
-$221.8K
0
-100%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$221.0K
0
-100%
减持
IYW
ISHARES TR
-$220.5K
4,179
-17%
清仓
MA
MASTERCARD INCORPORATED
-$218.0K
0
-100%
清仓
REGN
REGENERON PHARMACEUTICALS
-$213.7K
0
-100%
清仓
CSX
CSX CORP
-$208.7K
0
-100%
清仓
MUB
ISHARES TR
-$204.9K
0
-100%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$204.2K
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$203.8K
981
-29%
增持
CWS
ADVISORSHARES TR
+$203.8K
8,985
+51%
清仓
SHYG
ISHARES TR
-$200.3K
0
-100%
减持
GL
GLOBE LIFE INC
+$198.7K
12,266
-3%
清仓
FSIG
FIRST TR EXCHANGE-TRADED FD
-$197.5K
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$196.0K
50,599
+8%
增持
—
EXXON MOBIL CORP
+$189.1K
13,641
+2%
减持
MGC
VANGUARD WORLD FD
-$185.9K
4,424
-13%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$173.4K
50,522
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$166.5K
1,591
+6%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$165.2K
65,556
-0%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$159.1K
10,466
-20%
增持
GE
GE AEROSPACE
+$150.9K
3,477
+6%
增持
ANET
ARISTA NETWORKS INC
-$149.2K
5,638
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$147.0K
59,401
+17%
减持
AVGO
BROADCOM INC
-$145.5K
2,001
-3%
减持
SCHP
SCHWAB STRATEGIC TR
-$136.8K
59,639
-11%
建仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$134.4K
20,400
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$130.6K
38,212
+7%
减持
ITA
ISHARES TR
-$127.5K
1,700
-36%
增持
LLY
ELI LILLY & CO
+$124.2K
1,802
+2%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$122.3K
8,634
+39%
减持
WMB
WILLIAMS COS INC
+$117.7K
24,641
-2%
减持
ROP
ROPER TECHNOLOGIES INC
+$116.6K
2,424
-4%
减持
XLV
SELECT SECTOR SPDR TR
-$114.5K
2,754
-27%
增持
SCHG
SCHWAB STRATEGIC TR
-$111.5K
43,872
+1%
减持
VTV
VANGUARD INDEX FDS
-$110.7K
3,646
-17%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$109.9K
1,088
+5%
增持
FLRT
PACER FDS TR
+$109.0K
13,861
+21%
增持
UTES
ETFIS SER TR I
+$107.6K
6,976
+30%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$107.5K
4,597
-2%
减持
—
EATON CORP PLC
-$105.0K
1,699
-1%
减持
VB
VANGUARD INDEX FDS
-$102.2K
1,600
-16%
增持
ORCL
ORACLE CORP
-$97.6K
5,104
+5%
减持
CODI
COMPASS DIVERSIFIED
-$94.1K
16,100
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$93.3K
8,006
+4%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$84.6K
11,853
-18%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$84.0K
42,872
-9%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$81.9K
23,477
+17%
增持
BP
BP PLC
+$79.3K
15,491
+3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$72.6K
9,099
-14%
减持
IVW
ISHARES TR
-$72.6K
3,836
-9%
减持
EMR
EMERSON ELEC CO
-$68.5K
2,175
-12%
减持
PFE
PFIZER INC
-$66.6K
11,719
-14%
增持
ABBV
ABBVIE INC
+$63.8K
1,634
+4%
减持
WMT
WALMART INC
-$63.5K
11,371
-3%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$61.7K
38,468
+6%
减持
LOW
LOWES COS INC
-$57.4K
3,977
-0%
增持
FMB
FIRST TR EXCH TRADED FD III
+$56.0K
5,210
+29%
增持
IVE
ISHARES TR
+$54.9K
4,803
+7%
减持
KMI
KINDER MORGAN INC DEL
+$53.3K
47,232
-0%
增持
AXON
AXON ENTERPRISE INC
-$52.5K
1,090
+4%
增持
MO
ALTRIA GROUP INC
+$52.2K
5,581
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$51.0K
7,291
-9%
增持
XLK
SELECT SECTOR SPDR TR
-$50.9K
2,477
+2%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$50.8K
67,542
-6%
增持
—
JOHNSON CTLS INTL PLC
+$49.2K
7,060
+8%
