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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 16
增持 83
减持 40
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
GRNY
TIDAL TRUST I
+$8.5M
1,305,456
+23%
增持
DBEF
DBX ETF TR
+$5.7M
324,990
+51%
建仓
FMDE
FIDELITY COVINGTON TRUST
+$3.8M
106,300
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
ACIO
ETF SER SOLUTIONS
-$2.4M
346,357
-18%
减持
QQQ
INVESCO QQQ TR
-$2.1M
15,522
-25%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.6M
2,751
-77%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$959.2K
18,471
建仓
CLS
CELESTICA INC
+$919.7K
3,733
清仓
AXON
AXON ENTERPRISE INC
-$919.0K
0
-100%
增持
FRDM
EA SERIES TRUST
+$897.2K
137,618
+7%
建仓
FSLR
FIRST SOLAR INC
+$896.5K
4,065
增持
WMT
WALMART INC
+$803.5K
20,622
+53%
减持
SPY
SPDR S&P 500 ETF TR
+$780.1K
34,791
-4%
建仓
KR
KROGER CO
+$773.1K
11,468
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$752.2K
263,969
+0%
建仓
J
JACOBS SOLUTIONS INC
+$735.5K
4,908
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$727.0K
51,473
-18%
增持
TSLA
TESLA INC
+$715.5K
4,511
+11%
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$689.5K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$687.5K
1,744
-76%
建仓
COIN
COINBASE GLOBAL INC
+$671.3K
1,989
增持
IGRO
ISHARES TR
+$649.2K
78,173
+11%
建仓
—
TRANE TECHNOLOGIES PLC
+$638.8K
1,514
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$636.5K
798,992
+2%
增持
AAPL
APPLE INC
+$619.1K
11,319
+3%
清仓
ISRG
INTUITIVE SURGICAL INC
-$618.4K
0
-100%
增持
OALC
UNIFIED SER TR
+$600.6K
99,936
+13%
清仓
SMCI
SUPER MICRO COMPUTER INC
-$558.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$544.5K
0
-100%
增持
FBND
FIDELITY MERRIMACK STR TR
+$526.9K
174,982
+6%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$503.2K
72,660
+18%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$478.2K
5,002
+3%
增持
—
ANGLOGOLD ASHANTI PLC
+$472.9K
14,502
+21%
增持
BABA
ALIBABA GROUP HLDG LTD
+$458.7K
4,795
+37%
建仓
ESUM
STRATEGY SHS
+$454.3K
16,716
减持
SPAB
SPDR SERIES TRUST
-$339.8K
93,525
-13%
增持
ORCL
ORACLE CORP
+$331.2K
5,236
+0%
增持
LRN
STRIDE INC
+$311.2K
5,511
+57%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$283.4K
6,452
增持
NVDA
NVIDIA CORPORATION
+$277.0K
8,962
+1%
清仓
IJR
ISHARES TR
-$271.6K
0
-100%
增持
IVV
ISHARES TR
+$267.2K
1,311
+33%
建仓
MU
MICRON TECHNOLOGY INC
+$244.1K
1,459
清仓
AXP
AMERICAN EXPRESS CO
-$241.8K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$241.5K
15,639
+28%
建仓
MIDD
MIDDLEBY CORP
+$239.9K
1,805
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$238.4K
143,755
+4%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$235.8K
42,676
+5%
增持
DBEM
DBX ETF TR
+$231.3K
47,311
+5%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$229.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$221.8K
39,460
+2%
增持
AMZN
AMAZON COM INC
+$220.3K
9,700
+11%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$220.2K
1,361
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$219.0K
0
-100%
建仓
FISV
FISERV INC
+$218.4K
1,694
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$216.1K
3,988
减持
TBIL
RBB FD INC
-$214.3K
12,342
-26%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$211.4K
7,361
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$209.0K
3,849
+70%
清仓
GRID
FIRST TR EXCHANGE TRADED FD
-$207.7K
0
-100%
增持
PGR
PROGRESSIVE CORP
+$206.7K
3,585
+41%
增持
DE
DEERE & CO
+$206.4K
1,569
+56%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$205.6K
242,243
+2%
建仓
ITOT
ISHARES TR
+$205.4K
1,410
清仓
CPRT
COPART INC
-$200.5K
0
-100%
减持
GOOGL
ALPHABET INC
+$195.6K
3,375
-5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$195.6K
1,964
+20%
增持
TPSC
TIMOTHY PLAN
+$192.5K
20,125
+21%
增持
PANW
PALO ALTO NETWORKS INC
+$188.9K
3,749
+34%
增持
SO
SOUTHERN CO
+$179.7K
43,897
+1%
减持
ROP
ROPER TECHNOLOGIES INC
-$175.5K
2,402
-1%
增持
SPYM
SPDR SERIES TRUST
+$170.2K
26,173
+1%
增持
RF
REGIONS FINANCIAL CORP NEW
+$165.6K
33,667
+10%
增持
COWZ
PACER FDS TR
+$162.2K
49,643
+2%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$162.1K
32,533
+20%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$160.5K
6,348
+14%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$150.9K
6,969
+1%
增持
CWS
ADVISORSHARES TR
+$150.3K
14,869
+20%
减持
JUCY
ETF SER SOLUTIONS
-$147.7K
28,888
-19%
增持
SDVD
FIRST TR EXCH TRADED FD III
+$144.1K
34,651
+17%
增持
SPGI
S&P GLOBAL INC
+$138.4K
1,362
+37%
增持
NGS
NATURAL GAS SVCS GROUP INC
+$131.3K
30,644
+9%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$126.1K
51,641
+5%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$123.5K
26,159
+21%
减持
GE
GE AEROSPACE
+$119.4K
3,108
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$117.2K
43,380
+0%
减持
OSCV
ETF SER SOLUTIONS
-$113.9K
43,393
-12%
增持
GOOG
ALPHABET INC
+$110.5K
1,394
+8%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$109.5K
40,310
+7%
减持
CVX
CHEVRON CORP NEW
+$106.2K
11,005
-2%
减持
DRSK
ETF SER SOLUTIONS
-$104.2K
402,389
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$104.1K
9,577
-0%
减持
JNJ
JOHNSON & JOHNSON
+$101.9K
3,237
-1%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$100.6K
5,084
-35%
增持
TPLC
TIMOTHY PLAN
+$99.8K
36,959
+3%
增持
CAT
CATERPILLAR INC
+$98.8K
812
+9%
减持
C
CITIGROUP INC
+$92.4K
6,787
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$90.0K
4,468
-2%
增持
BP
BP PLC
+$87.8K
17,087
+2%
增持
FMB
FIRST TR EXCH TRADED FD III
+$85.8K
6,357
+34%
增持
GLD
SPDR GOLD TR
+$85.2K
1,099
+10%
减持
MGC
VANGUARD WORLD FD
+$84.6K
4,469
-0%
增持
CALF
PACER FDS TR
+$83.5K
13,439
+6%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$83.1K
12,656
+13%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$81.8K
2,752
+28%
减持
LOW
LOWES COS INC
+$81.6K
3,836
-4%
减持
META
META PLATFORMS INC
-$80.5K
443
-19%
增持
COWG
PACER FDS TR
+$79.9K
34,535
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$78.4K
48,808
+2%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
+$78.1K
9,371
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$75.9K
4,716
-3%
增持
OAIM
UNIFIED SER TR
+$75.8K
18,938
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$75.7K
31,708
-7%
增持
PFE
PFIZER INC
+$73.0K
10,830
+29%
减持
GD
GENERAL DYNAMICS CORP
+$72.9K
1,539
-1%
增持
ABBV
ABBVIE INC
+$72.4K
1,561
+0%
增持
IBD
NORTHERN LTS FD TR IV
+$71.7K
84,279
+3%
减持
DKNG
DRAFTKINGS INC NEW
-$71.5K
7,561
-8%
增持
XLK
SELECT SECTOR SPDR TR
+$71.4K
2,365
+1%
增持
VO
VANGUARD INDEX FDS
+$71.2K
5,038
+0%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$68.7K
16,697
+22%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$67.9K
46,617
+2%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$66.1K
6,204
-20%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$65.6K
40,688
-0%
增持
UTES
ETFIS SER TR I
+$63.1K
7,447
+1%
增持
XLU
SELECT SECTOR SPDR TR
+$62.7K
7,272
+4%
增持
—
EATON CORP PLC
+$62.3K
1,727
+6%
减持
FSTA
FIDELITY COVINGTON TRUST
-$61.7K
8,026
-11%
增持
ITA
ISHARES TR
+$60.7K
1,607
+10%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$53.2K
9,646
+4%
减持
SCHD
SCHWAB STRATEGIC TR
+$52.1K
191,441
-2%
减持
PFF
ISHARES TR
-$52.0K
16,672
-12%
增持
KMI
KINDER MORGAN INC DEL
-$52.0K
47,740
+0%
减持
HON
HONEYWELL INTL INC
-$50.4K
2,164
-0%
增持
SPIB
SPDR SERIES TRUST
+$47.7K
57,774
+2%
减持
CCJ
CAMECO CORP
+$47.1K
10,027
-6%
增持
MO
ALTRIA GROUP INC
+$47.0K
5,666
+2%
减持
IUSB
ISHARES TR
-$45.7K
10,780
-9%
减持
IVE
ISHARES TR
+$44.3K
4,480
-1%
减持
ET
ENERGY TRANSFER L P
-$44.1K
14,404
-10%
增持
DYNF
BLACKROCK ETF TRUST
+$43.9K
4,368
+11%
增持
CGSM
CAPITAL GRP FIXED INCM ETF T
+$43.1K
15,600
+11%
增持
VTV
VANGUARD INDEX FDS
+$42.6K
3,682
+1%
增持
SCHP
SCHWAB STRATEGIC TR
+$40.2K
51,881
+2%
增持
MPC
MARATHON PETE CORP
+$39.8K
1,278
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$39.3K
8,500
+0%
增持
—
JOHNSON CTLS INTL PLC
+$37.8K
7,100
+1%
减持
UNH
UNITEDHEALTH GROUP INC
+$37.8K
1,342
-2%
增持
FLRT
PACER FDS TR
+$37.4K
15,112
+6%
减持
LLY
ELI LILLY & CO
-$36.8K
1,145
-2%
