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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 71
减持 52
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
GRNY
TIDAL TRUST I
+$6.6M
1,062,010
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
36,250
+1%
增持
DRSK
ETF SER SOLUTIONS
+$2.0M
407,274
+15%
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
ACIO
ETF SER SOLUTIONS
+$2.0M
420,489
+6%
增持
QQQ
INVESCO QQQ TR
+$1.8M
20,652
+1%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$1.5M
779,709
+6%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$1.0M
61,389
+40%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$956.0K
236,886
+19%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$830.9K
138,403
+14%
增持
FBND
FIDELITY MERRIMACK STR TR
+$736.7K
165,338
+11%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$702.6K
4,868
减持
SCHD
SCHWAB STRATEGIC TR
-$699.9K
195,256
-7%
建仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$689.5K
14,844
增持
MSFT
MICROSOFT CORP
+$661.1K
5,367
+0%
建仓
CRS
CARPENTER TECHNOLOGY CORP
+$593.9K
2,149
减持
LLY
ELI LILLY & CO
-$578.5K
1,167
-35%
建仓
—
ANGLOGOLD ASHANTI PLC
+$547.0K
12,003
增持
NVDA
NVIDIA CORPORATION
+$532.7K
8,831
+11%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$514.6K
62,395
+2%
建仓
LRN
STRIDE INC
+$509.6K
3,510
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$508.9K
263,145
+0%
减持
FRDM
EA SERIES TRUST
+$474.6K
128,729
-5%
清仓
CRM
SALESFORCE INC
-$458.9K
0
-100%
增持
NGS
NATURAL GAS SVCS GROUP INC
+$454.7K
28,145
+128%
清仓
ANET
ARISTA NETWORKS INC
-$436.8K
0
-100%
增持
ORCL
ORACLE CORP
+$427.9K
5,221
+2%
建仓
UNH
UNITEDHEALTH GROUP INC
+$425.6K
1,364
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$420.0K
40,698
+38%
建仓
SHY
ISHARES TR
+$388.3K
4,686
增持
COWG
PACER FDS TR
+$380.5K
33,431
+30%
增持
OALC
UNIFIED SER TR
+$377.0K
88,691
+1%
增持
CCJ
CAMECO CORP
+$372.7K
10,693
+5%
增持
AXON
AXON ENTERPRISE INC
+$345.7K
1,110
+2%
减持
SPIB
SPDR SERIES TRUST
-$337.1K
56,888
-16%
增持
COWZ
PACER FDS TR
+$335.2K
48,835
+14%
增持
SFBS
SERVISFIRST BANCSHARES INC
-$333.1K
65,563
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$329.9K
7,377
-8%
增持
WMT
WALMART INC
+$323.6K
13,518
+19%
减持
PFF
ISHARES TR
-$315.5K
18,878
-35%
增持
AMZN
AMAZON COM INC
+$312.7K
8,704
+4%
增持
VST
VISTRA CORP
+$311.3K
3,917
+3%
增持
RF
REGIONS FINANCIAL CORP NEW
+$309.8K
30,707
+62%
减持
IGRO
ISHARES TR
+$307.2K
70,717
-3%
清仓
DECK
DECKERS OUTDOOR CORP
-$305.6K
0
-100%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$304.4K
7,816
减持
CVX
CHEVRON CORP NEW
-$301.7K
11,193
-2%
清仓
CODI
COMPASS DIVERSIFIED
-$300.6K
0
-100%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$287.1K
13,634
增持
DBEF
DBX ETF TR
+$287.0K
215,188
+2%
清仓
—
ACCENTURE PLC IRELAND
-$282.1K
0
-100%
增持
CWS
ADVISORSHARES TR
+$282.0K
12,431
+38%
增持
PANW
PALO ALTO NETWORKS INC
+$280.4K
2,807
+63%
增持
SMCI
SUPER MICRO COMPUTER INC
+$265.6K
11,399
+33%
清仓
DOW
DOW INC
-$264.5K
0
-100%
建仓
LMBS
FIRST TR EXCHANGE-TRADED FD
+$261.2K
5,302
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$261.0K
53,350
-21%
减持
AAPL
APPLE INC
-$260.3K
11,030
-3%
增持
TSLA
TESLA INC
+$259.7K
4,063
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$259.3K
6,919
+2%
减持
SPAB
SPDR SERIES TRUST
-$250.7K
107,710
-9%
增持
SPYM
SPDR SERIES TRUST
+$249.1K
25,866
+4%
增持
AVGO
BROADCOM INC
+$246.6K
2,110
+5%
减持
SCHP
SCHWAB STRATEGIC TR
-$245.6K
50,901
-15%
增持
DBEM
DBX ETF TR
+$242.3K
44,940
+17%
建仓
AXP
AMERICAN EXPRESS CO
+$241.8K
758
建仓
EFV
ISHARES TR
+$234.1K
3,688
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$233.8K
7,267
+3%
清仓
FLOT
ISHARES TR
-$231.8K
0
-100%
建仓
GOOG
ALPHABET INC
+$228.9K
1,291
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$227.1K
40,790
+6%
清仓
CHE
CHEMED CORP NEW
-$226.0K
0
-100%
清仓
TMUS
T-MOBILE US INC
-$225.9K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$219.0K
430
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$218.8K
45,517
-8%
建仓
FAPR
FIRST TR EXCHNG TRADED FD VI
+$214.1K
5,075
减持
PRU
PRUDENTIAL FINL INC
-$209.7K
3,293
-35%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$207.7K
1,494
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$207.5K
4,582
-0%
建仓
MPC
MARATHON PETE CORP
+$206.6K
1,244
减持
PFFD
GLOBAL X FDS
-$205.3K
32,941
-24%
减持
JPM
JPMORGAN CHASE & CO.
+$204.8K
4,869
-1%
建仓
CSX
CSX CORP
+$204.1K
6,256
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$195.4K
38,768
+1%
减持
IVV
ISHARES TR
-$191.4K
983
-31%
增持
SPGI
S&P GLOBAL INC
+$186.9K
995
+50%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$178.3K
47,644
-6%
减持
—
JOHNSON CTLS INTL PLC
+$177.2K
7,033
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$168.5K
43,376
-1%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$158.3K
7,818
-25%
减持
JUCY
ETF SER SOLUTIONS
-$155.1K
35,605
-14%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$150.5K
9,379
-1%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$149.3K
5,567
+25%
增持
XLU
SELECT SECTOR SPDR TR
+$148.4K
6,999
+30%
增持
SO
SOUTHERN CO
+$147.8K
43,346
+4%
增持
—
EXXON MOBIL CORP
-$136.3K
13,785
+1%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$136.0K
49,293
-3%
增持
C
CITIGROUP INC
+$136.0K
7,007
+8%
减持
TBIL
RBB FD INC
-$127.3K
16,631
-13%
增持
DE
DEERE & CO
+$123.6K
1,005
+22%
减持
—
EATON CORP PLC
+$122.2K
1,636
-4%
减持
IYW
ISHARES TR
+$121.2K
4,087
-2%
减持
GE
GE AEROSPACE
+$119.6K
3,168
-9%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$116.2K
11,240
+24%
增持
MGC
VANGUARD WORLD FD
+$115.2K
4,473
+1%
减持
CALF
PACER FDS TR
-$112.9K
12,680
-23%
增持
GOOGL
ALPHABET INC
+$111.6K
3,546
+7%
增持
UTES
ETFIS SER TR I
+$107.6K
7,384
+6%
增持
TPLC
TIMOTHY PLAN
+$106.6K
35,886
+1%
增持
QDPL
PACER FDS TR
+$103.7K
10,658
+23%
增持
IVW
ISHARES TR
+$103.6K
4,175
+9%
减持
IUSB
ISHARES TR
-$97.0K
11,879
-15%
减持
PFE
PFIZER INC
-$94.0K
8,371
-29%
减持
JNJ
JOHNSON & JOHNSON
-$94.0K
3,262
-9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$93.2K
12,202
+3%
增持
OAIM
UNIFIED SER TR
+$89.9K
17,961
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$87.9K
4,412
+14%
增持
WMB
WILLIAMS COS INC
+$86.5K
24,823
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$85.7K
8,491
-2%
减持
XLV
SELECT SECTOR SPDR TR
-$85.2K
2,351
-15%
增持
ISRG
INTUITIVE SURGICAL INC
+$84.0K
1,138
+5%
减持
XLK
SELECT SECTOR SPDR TR
+$83.8K
2,351
-5%
增持
DKNG
DRAFTKINGS INC NEW
+$83.2K
8,261
+1%
减持
VO
VANGUARD INDEX FDS
+$76.0K
5,034
-2%
增持
NEAR
ISHARES U S ETF TR
+$75.2K
5,453
+36%
增持
HDV
ISHARES TR
+$75.0K
3,372
+28%
减持
FANG
DIAMONDBACK ENERGY INC
-$74.5K
3,128
-1%
减持
META
META PLATFORMS INC
+$71.8K
550
-5%
减持
FXL
FIRST TR EXCHANGE TRADED FD
+$69.9K
2,995
-1%
减持
PG
PROCTER AND GAMBLE CO
-$66.9K
3,560
-4%
减持
ET
ENERGY TRANSFER L P
-$65.8K
16,064
-16%
减持
CGSM
CAPITAL GRP FIXED INCM ETF T
-$65.6K
14,116
-15%
减持
VUG
VANGUARD INDEX FDS
+$65.0K
978
-0%
增持
CLX
CLOROX CO DEL
-$63.5K
2,349
+0%
增持
IBD
NORTHERN LTS FD TR IV
+$62.2K
81,784
+2%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$62.1K
9,270
+7%
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$57.6K
13,786
-3%
减持
ROP
ROPER TECHNOLOGIES INC
-$56.2K
2,423
-0%
增持
KMI
KINDER MORGAN INC DEL
+$56.0K
47,739
+1%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$55.8K
40,298
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$55.5K
1,630
+2%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$55.2K
37,736
+2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$54.9K
9,588
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$54.7K
7,160
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$54.5K
4,212
+1%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$53.4K
27,192
-6%
减持
ABBV
ABBVIE INC
-$53.4K
1,556
-5%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$52.7K
11,731
-7%
增持
VTI
VANGUARD INDEX FDS
+$51.2K
1,343
+3%
增持
CALY
TOPGOLF CALLAWAY BRANDS CORP
+$51.1K
23,050
+13%
增持
PGR
PROGRESSIVE CORP
+$50.1K
2,543
+15%
