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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 28
增持 51
减持 62
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
FBND
FIDELITY MERRIMACK STR TR
+$12.6M
448,723
+156%
建仓
SPYV
SPDR SERIES TRUST
+$5.9M
104,235
减持
ACIO
ETF SER SOLUTIONS
-$5.2M
224,210
-35%
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
CGMS
CAPITAL GRP FIXED INCM ETF T
-$4.4M
645,210
-19%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$2.1M
96,959
-33%
增持
QQQ
INVESCO QQQ TR
+$2.0M
18,480
+19%
增持
DBEF
DBX ETF TR
+$1.5M
344,219
+6%
增持
FRDM
EA SERIES TRUST
+$1.1M
140,692
+2%
清仓
LRN
STRIDE INC
-$820.8K
0
-100%
增持
IGRO
ISHARES TR
+$811.3K
85,048
+9%
清仓
COIN
COINBASE GLOBAL INC
-$671.3K
0
-100%
建仓
SMA
SMARTSTOP SELF STORAG REIT I
+$641.6K
20,737
减持
SPAB
SPDR SERIES TRUST
-$614.0K
70,043
-25%
增持
META
META PLATFORMS INC
+$606.8K
1,412
+219%
增持
OALC
UNIFIED SER TR
+$604.2K
115,171
+15%
减持
SFBS
SERVISFIRST BANCSHARES INC
-$580.2K
65,463
-0%
增持
DRSK
ETF SER SOLUTIONS
+$548.6K
426,746
+6%
建仓
RDDT
REDDIT INC
+$542.0K
2,358
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$522.3K
71,175
-2%
建仓
MINO
PIMCO ETF TR
+$518.0K
11,430
减持
J
JACOBS SOLUTIONS INC
-$516.3K
1,655
-66%
减持
SCHD
SCHWAB STRATEGIC TR
-$511.3K
171,894
-10%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$493.4K
1,451
减持
T
AT&T INC
-$486.2K
66,099
-12%
减持
ORCL
ORACLE CORP
-$482.0K
5,083
-3%
建仓
ULTA
ULTA BEAUTY INC
+$479.8K
793
增持
IVE
ISHARES TR
+$461.4K
6,539
+46%
建仓
CAIE
CALAMOS ETF TR
+$433.5K
16,212
建仓
PH
PARKER-HANNIFIN CORP
+$430.7K
490
建仓
COP
CONOCOPHILLIPS
+$429.9K
4,593
增持
CSX
CSX CORP
+$425.5K
17,875
+185%
建仓
PWR
QUANTA SVCS INC
+$420.8K
997
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$410.5K
272,611
+3%
减持
DE
DEERE & CO
-$408.7K
663
-58%
减持
SPG
SIMON PPTY GROUP INC NEW
-$407.1K
5,060
-29%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$368.0K
8,432
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$352.7K
15,182
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$352.7K
3,007
-40%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$352.5K
49,308
-4%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$344.9K
7,821
+6%
减持
LLY
ELI LILLY & CO
+$342.8K
1,132
-1%
减持
SO
SOUTHERN CO
-$332.4K
43,896
-0%
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$330.4K
2,159
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$328.0K
45,134
-13%
建仓
GLXY
GALAXY DIGITAL INC.
+$315.7K
14,119
减持
WMB
WILLIAMS COS INC
-$309.1K
20,711
-16%
减持
COWG
PACER FDS TR
-$307.2K
26,879
-22%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$306.0K
9,353
+47%
建仓
APP
APPLOVIN CORP
+$295.1K
438
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$291.1K
48,188
+18%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$289.3K
37,687
+44%
建仓
GEV
GE VERNOVA INC
+$279.1K
427
增持
COWZ
PACER FDS TR
+$265.2K
51,823
+4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$264.8K
42,098
+29%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$264.8K
25,578
+38%
建仓
FENI
FIDELITY COVINGTON TRUST
+$264.3K
7,227
清仓
QUAL
ISHARES TR
-$252.8K
0
-100%
减持
OSCV
ETF SER SOLUTIONS
-$251.1K
38,019
-12%
增持
RF
REGIONS FINANCIAL CORP NEW
+$247.7K
41,900
+24%
减持
BABA
ALIBABA GROUP HLDG LTD
-$247.7K
4,157
-13%
建仓
IEMG
ISHARES INC
+$247.4K
3,680
清仓
TFC
TRUIST FINL CORP
-$246.4K
0
-100%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$244.9K
49,043
+22%
增持
FMDE
FIDELITY COVINGTON TRUST
+$241.7K
112,271
+6%
减持
SPY
SPDR S&P 500 ETF TR
+$237.5K
34,337
-1%
清仓
TPHD
TIMOTHY PLAN
-$236.6K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$235.0K
3,705
-51%
建仓
REGN
REGENERON PHARMACEUTICALS
+$231.6K
300
清仓
GSEW
GOLDMAN SACHS ETF TR
-$226.6K
0
-100%
建仓
MRK
MERCK & CO INC
+$226.4K
2,151
建仓
MTUM
ISHARES TR
+$218.5K
873
建仓
LUV
SOUTHWEST AIRLS CO
+$218.3K
5,282
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$216.1K
0
-100%
建仓
OEF
ISHARES TR
+$215.7K
629
减持
UNH
UNITEDHEALTH GROUP INC
-$212.3K
761
-43%
建仓
AXP
AMERICAN EXPRESS CO
+$211.4K
571
建仓
SLB
SLB LIMITED
+$210.8K
5,493
增持
WMT
WALMART INC
+$208.9K
20,952
+2%
建仓
GRNJ
TIDAL TRUST III
+$206.2K
8,072
清仓
ITOT
ISHARES TR
-$205.4K
0
-100%
清仓
GMAR
FIRST TR EXCHNG TRADED FD VI
-$203.9K
0
-100%
建仓
PEP
PEPSICO INC
+$203.2K
1,416
建仓
CGIE
CAPITAL GROUP INTERNATIONAL
+$201.2K
5,779
增持
IBD
NORTHERN LTS FD TR IV
+$196.5K
92,226
+9%
减持
JPM
JPMORGAN CHASE & CO.
-$193.8K
4,015
-15%
减持
PFF
ISHARES TR
-$192.0K
10,826
-35%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$187.8K
11,995
-23%
减持
MGC
VANGUARD WORLD FD
-$187.0K
3,598
-19%
减持
ROP
ROPER TECHNOLOGIES INC
-$184.0K
2,277
-5%
减持
AAPL
APPLE INC
+$183.6K
11,277
-0%
增持
NGS
NATURAL GAS SVCS GROUP INC
+$181.0K
30,869
+1%
增持
MSFT
MICROSOFT CORP
-$177.3K
5,219
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$174.3K
29,935
-6%
减持
JUCY
ETF SER SOLUTIONS
-$174.1K
21,154
-27%
减持
SPIB
SPDR SERIES TRUST
-$168.3K
52,932
-8%
减持
GOOGL
ALPHABET INC
+$167.3K
3,156
-6%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$166.4K
15,754
+24%
减持
KMI
KINDER MORGAN INC DEL
-$165.6K
43,140
-10%
增持
SJNK
SPDR SERIES TRUST
+$152.0K
158,088
+5%
减持
MU
MICRON TECHNOLOGY INC
+$150.5K
1,383
-5%
增持
PFE
PFIZER INC
+$149.6K
17,093
+58%
增持
DBEM
DBX ETF TR
+$148.0K
50,496
+7%
减持
TSLA
TESLA INC
-$137.5K
4,155
-8%
减持
CALF
PACER FDS TR
-$135.2K
10,213
-24%
减持
CRS
CARPENTER TECHNOLOGY CORP
+$133.1K
2,569
-7%
减持
BP
BP PLC
-$130.0K
13,210
-23%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$130.0K
44,471
+4%
减持
GL
GLOBE LIFE INC
-$129.8K
11,611
-5%
减持
CLS
CELESTICA INC
-$129.0K
2,675
-28%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$125.1K
6,255
+48%
增持
GRNY
TIDAL TRUST I
+$124.4K
1,322,606
+1%
减持
—
EATON CORP PLC
-$124.3K
1,639
-5%
增持
—
EXXON MOBIL CORP
+$117.2K
13,452
+1%
减持
SCHP
SCHWAB STRATEGIC TR
-$116.9K
48,370
-7%
减持
MDIV
FIRST TR EXCHANGE TRADED FD
-$115.1K
48,001
-11%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$111.4K
45,704
+12%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$110.6K
11,324
+17%
增持
IYF
ISHARES TR
+$106.3K
3,155
+33%
减持
PANW
PALO ALTO NETWORKS INC
-$103.4K
3,583
-4%
增持
TPLC
TIMOTHY PLAN
+$100.5K
39,858
+8%
增持
FMB
FIRST TR EXCH TRADED FD III
+$98.1K
8,221
+29%
增持
CAT
CATERPILLAR INC
+$95.5K
843
+4%
增持
BAC
BANK AMERICA CORP
+$90.9K
10,031
+12%
增持
SPGI
S&P GLOBAL INC
+$87.7K
1,436
+5%
增持
GLD
SPDR GOLD TR
+$87.3K
1,206
+10%
减持
AMZN
AMAZON COM INC
+$85.4K
9,597
-1%
增持
SPYM
SPDR SERIES TRUST
+$85.0K
26,620
+2%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$84.2K
7,142
+2%
减持
PFFD
GLOBAL X FDS
-$81.7K
29,747
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$80.7K
9,770
+2%
减持
GOOG
ALPHABET INC
+$75.6K
1,323
-5%
增持
IUSB
ISHARES TR
+$69.6K
12,314
+14%
增持
VST
VISTRA CORP
-$66.9K
4,217
+11%
减持
C
CITIGROUP INC
+$66.2K
6,471
-5%
减持
—
JOHNSON CTLS INTL PLC
+$64.4K
7,057
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$64.0K
47,571
-3%
减持
—
ANGLOGOLD ASHANTI PLC
+$64.0K
12,710
-12%
减持
GE
GE AEROSPACE
-$62.5K
2,832
-9%
减持
JNJ
JOHNSON & JOHNSON
+$61.0K
3,195
-1%
增持
IVV
ISHARES TR
+$58.3K
1,366
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$57.8K
7,715
-11%
减持
ET
ENERGY TRANSFER L P
-$56.9K
11,539
-20%
减持
PRU
PRUDENTIAL FINL INC
-$55.4K
2,543
-23%
减持
PG
PROCTER AND GAMBLE CO
-$52.9K
3,409
-3%
增持
CLX
CLOROX CO DEL
-$52.5K
2,355
+0%
增持
PGR
PROGRESSIVE CORP
-$52.1K
3,659
+2%
减持
CSCO
CISCO SYS INC
+$51.2K
7,262
-2%
增持
FPE
FIRST TR EXCH TRADED FD III
+$48.3K
61,544
+5%
减持
AMD
ADVANCED MICRO DEVICES INC
+$47.3K
1,249
-8%
减持
CVX
CHEVRON CORP NEW
-$47.2K
10,903
-1%
