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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 63
减持 59
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
GRNJ
TIDAL TRUST III
+$8.8M
361,434
+4378%
增持
FBND
FIDELITY MERRIMACK STR TR
+$6.9M
604,293
+35%
增持
SPYV
SPDR SERIES TRUST
+$5.7M
204,672
+96%
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
XMHQ
INVESCO EXCHANGE TRADED FD T
-$4.5M
5,720
-88%
减持
ACIO
ETF SER SOLUTIONS
-$4.4M
128,403
-43%
减持
FMDE
FIDELITY COVINGTON TRUST
-$3.8M
9,171
-92%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$3.7M
788,795
+22%
减持
SJNK
SPDR SERIES TRUST
-$3.3M
27,216
-83%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.3M
25,840
-73%
清仓
TPLC
TIMOTHY PLAN
-$1.8M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.5M
21,400
-54%
建仓
VBND
ETF SER SOLUTIONS
+$1.3M
30,289
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$1.1M
18,660
增持
FENI
FIDELITY COVINGTON TRUST
+$1.0M
34,213
+373%
增持
GRNY
TIDAL TRUST I
+$983.4K
1,413,116
+7%
增持
SPY
STATE STR SPDR S&P 500 ETF T
-$919.1K
34,591
+1%
建仓
AMGN
AMGEN INC
+$758.5K
2,156
增持
OAIM
UNIFIED SER TR
+$753.4K
35,976
+87%
建仓
FAD
FIRST TR EXCHANGE-TRADED ALP
+$750.9K
4,725
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$724.6K
37,522
+147%
增持
KO
COCA COLA CO
+$701.6K
14,061
+167%
增持
GILD
GILEAD SCIENCES INC
+$690.3K
6,819
+222%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$680.0K
31,582
-30%
减持
—
ANGLOGOLD ASHANTI PLC
-$674.3K
4,207
-67%
增持
DRSK
ETF SER SOLUTIONS
+$667.1K
468,957
+10%
增持
MTB
M & T BK CORP
+$662.6K
4,355
+269%
增持
GEV
GE VERNOVA INC
+$655.0K
1,070
+151%
减持
META
META PLATFORMS INC
-$631.6K
526
-63%
增持
DBEF
DBX ETF TR
+$626.5K
347,913
+1%
减持
—
EXXON MOBIL CORP
+$609.7K
13,135
-2%
建仓
—
BUNGE GLOBAL SA
+$605.6K
4,761
减持
PGR
PROGRESSIVE CORP
-$583.6K
1,259
-66%
增持
MRK
MERCK & CO INC
+$565.6K
6,584
+206%
减持
CVX
CHEVRON CORPORATION
+$550.6K
10,693
-2%
减持
GE
GE AEROSPACE
-$544.2K
1,156
-59%
清仓
RDDT
REDDIT INC
-$542.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$540.6K
5,358
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$538.8K
47,202
+22%
减持
KR
KROGER CO
-$515.4K
3,744
-70%
减持
SPGI
S&P GLOBAL INC
-$500.2K
589
-59%
减持
COWG
PACER FDS TR
-$494.9K
13,383
-50%
清仓
ULTA
ULTA BEAUTY INC
-$479.8K
0
-100%
建仓
ETHA
ISHARES ETHEREUM TR
+$478.7K
30,241
减持
FRDM
EA SERIES TRUST
+$471.0K
140,610
-0%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$450.8K
24,225
+54%
增持
CAIE
CALAMOS ETF TR
+$431.8K
34,421
+112%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$428.1K
261,874
+9%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$412.0K
1,062
-65%
减持
CCJ
CAMECO CORP
-$412.0K
3,661
-59%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$405.7K
75,290
+6%
增持
IBD
NORTHERN LTS FD TR IV
+$398.9K
110,273
+20%
建仓
QXO
QXO INC
+$395.1K
20,343
增持
MINO
PIMCO ETF TR
+$387.4K
20,044
+75%
增持
AXP
AMERICAN EXPRESS CO
+$385.6K
1,974
+246%
增持
COP
CONOCOPHILLIPS
+$380.2K
6,137
+34%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$368.0K
0
-100%
增持
IGRO
ISHARES TR
+$357.6K
88,301
+4%
增持
CSX
CSX CORP
+$338.8K
24,037
+34%
增持
T
AT&T INC
+$328.0K
67,951
+3%
减持
SCHD
SCHWAB STRATEGIC TR
+$319.2K
164,089
-5%
减持
ROP
ROPER TECHNOLOGIES INC
-$316.0K
1,972
-13%
清仓
GLXY
GALAXY DIGITAL INC.
-$315.7K
0
-100%
增持
WMT
WALMART INC
+$308.0K
21,261
+1%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$305.9K
0
-100%
清仓
APP
APPLOVIN CORP
-$295.1K
0
-100%
增持
PWR
QUANTA SVCS INC
+$292.4K
1,299
+30%
增持
CRS
CARPENTER TECHNOLOGY CORP
+$276.3K
2,753
+7%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$271.8K
6,459
-10%
增持
KMI
KINDER MORGAN INC DEL
+$270.2K
43,427
+1%
减持
XLE
SELECT SECTOR SPDR TR
+$269.5K
16,728
-1%
增持
WMB
WILLIAMS COS INC
+$262.4K
20,712
+0%
清仓
DKNG
DRAFTKINGS INC NEW
-$260.6K
0
-100%
减持
SO
SOUTHERN CO
+$248.2K
42,229
-4%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$243.1K
15,535
清仓
MIDD
MIDDLEBY CORP
-$242.5K
0
-100%
建仓
GOVT
ISHARES TR
+$229.5K
10,017
清仓
BLV
VANGUARD BD INDEX FDS
-$225.7K
0
-100%
增持
TSLA
TESLA INC
-$225.5K
4,420
+6%
增持
COWZ
PACER FDS TR
+$225.0K
53,440
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$224.4K
4,367
+1%
增持
DUK
DUKE ENERGY CORP NEW
+$220.8K
5,445
+30%
清仓
J
JACOBS SOLUTIONS INC
-$219.2K
0
-100%
清仓
LUV
SOUTHWEST AIRLS CO
-$218.3K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$217.7K
0
-100%
增持
ABBV
ABBVIE INC
+$217.0K
2,612
+70%
清仓
OEF
ISHARES TR
-$215.7K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$215.6K
1,949
+27%
建仓
TJX
TJX COS INC NEW
+$209.8K
1,314
减持
LLY
ELI LILLY & CO
-$208.3K
1,096
-3%
清仓
V
VISA INC
-$204.4K
0
-100%
清仓
CGIE
CAPITAL GROUP INTERNATIONAL
-$201.2K
0
-100%
增持
—
JOHNSON CONTROLS INTERNATION
+$200.4K
7,984
+13%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$199.7K
49,811
+18%
减持
SPIB
SPDR SERIES TRUST
-$198.2K
47,450
-10%
减持
SPAB
SPDR SERIES TRUST
-$192.2K
62,898
-10%
清仓
ET
ENERGY TRANSFER L P
-$190.3K
0
-100%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$176.0K
9,891
+6%
减持
RF
REGIONS FINANCIAL CORP NEW
-$173.6K
36,824
-12%
增持
PH
PARKER-HANNIFIN CORP
+$173.6K
675
+38%
增持
AAPL
APPLE INC
-$167.2K
11,421
+1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$166.3K
43,559
-2%
减持
NVDA
NVIDIA CORPORATION
-$164.4K
8,592
-4%
清仓
CALY
TOPGOLF CALLAWAY BRANDS CORP
-$162.8K
0
-100%
减持
SCHG
SCHWAB STRATEGIC TR
-$160.0K
43,089
-1%
增持
SLB
SLB LIMITED
+$155.4K
7,126
+30%
减持
SPYM
SPDR SERIES TRUST
-$150.8K
25,930
-3%
减持
TPSC
TIMOTHY PLAN
-$150.6K
17,035
-19%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$150.3K
43,872
+16%
减持
GOOGL
ALPHABET INC
-$129.1K
2,986
-5%
减持
JPM
JPMORGAN CHASE & CO
-$126.8K
3,967
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$126.3K
26,805
-10%
减持
FPE
FIRST TR EXCH TRADED FD III
-$120.7K
56,376
-8%
减持
TBIL
RBB FD INC
-$119.7K
9,785
-20%
增持
HII
HUNTINGTON INGALLS INDS INC
+$117.8K
1,609
+11%
减持
NGS
NATURAL GAS SVCS GROUP INC
+$114.2K
30,550
-1%
减持
FMB
FIRST TR EXCH TRADED FD III
-$111.0K
6,107
-26%
增持
AMZN
AMAZON COM INC
-$103.9K
10,137
+6%
增持
FISV
FISERV INC
+$100.6K
6,057
+71%
减持
JNJ
JOHNSON & JOHNSON
+$99.6K
3,112
-3%
增持
CWS
ADVISORSHARES TR
+$99.5K
17,237
+17%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$99.0K
30,104
+18%
增持
CLS
CELESTICA INC
+$95.7K
3,147
+18%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$94.9K
50,565
+11%
增持
QQQ
INVESCO QQQ TR
-$94.3K
19,505
+6%
减持
FANG
DIAMONDBACK ENERGY INC
+$93.2K
2,699
-8%
增持
ORCL
ORACLE CORP
-$91.9K
6,110
+20%
增持
PANW
PALO ALTO NETWORKS INC
+$91.6K
4,688
+31%
减持
CAT
CATERPILLAR INC
+$80.5K
795
-6%
增持
OALC
UNIFIED SER TR
-$80.5K
116,784
+1%
减持
ESUM
STRATEGY SHS
-$78.4K
14,716
-15%
减持
IYW
ISHARES TR
-$77.8K
3,594
-2%
减持
MPC
MARATHON PETE CORP
+$74.6K
1,157
-10%
减持
MGC
VANGUARD WORLD FD
-$72.2K
3,518
-2%
减持
CALF
PACER FDS TR
-$70.8K
8,521
-17%
减持
BP
BP PLC
-$68.2K
8,310
-37%
减持
SDVY
FIRST TR EXCHANGE TRADED FD
+$67.1K
266,637
-2%
减持
GOOG
ALPHABET INC
-$66.9K
1,214
-8%
减持
DYNF
BLACKROCK ETF TRUST
-$65.5K
4,022
-18%
增持
C
CITIGROUP INC
+$64.3K
7,225
+12%
减持
QDPL
PACER FDS TR
-$62.1K
9,388
-9%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$61.7K
4,579
-21%
增持
BAC
BANK AMERICA CORP
+$61.2K
12,573
+25%
减持
PFFD
GLOBAL X FDS
-$61.2K
27,245
-8%
减持
VUG
VANGUARD INDEX FDS
-$60.7K
817
-5%
增持
—
LINDE PLC
+$60.5K
719
+4%
减持
XLV
SELECT SECTOR SPDR TR
-$59.3K
2,127
-11%
减持
LMT
LOCKHEED MARTIN CORP
+$56.2K
656
-7%
减持
HON
HONEYWELL INTL INC
+$55.0K
2,103
-2%
增持
FSLR
FIRST SOLAR INC
-$52.9K
4,090
+24%
增持
DIA
STATE STR SPDR DOW JONES IND
+$52.8K
8,228
+5%
