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Icon Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Icon Wealth Advisors, LLC
报告期 2026-03-31 · CIK 0001963212
持仓数
389
前50大市值合计
$1.16B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q3
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 59
减持 57
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES TR
-$12.0M
252,806
-68%
增持
MBB
ISHARES TR
+$7.9M
99,238
+587%
增持
CVX
CHEVRON CORP NEW
+$5.5M
134,294
+4%
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。
建仓
IYW
ISHARES TR
+$5.5M
73,295
增持
SHYG
ISHARES TR
+$4.9M
123,555
+2613%
增持
IUSB
ISHARES TR
+$4.8M
567,955
+22%
增持
EFV
ISHARES TR
+$4.8M
479,720
+7%
减持
TIP
ISHARES TR
-$4.7M
7,890
-85%
增持
MTUM
ISHARES TR
+$4.2M
29,926
+2207%
清仓
HDV
ISHARES TR
-$4.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$3.7M
210,832
+3%
增持
AMZN
AMAZON COM INC
-$3.4M
129,451
+2%
减持
—
EXXON MOBIL CORP
+$3.4M
180,813
-5%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.1M
6,188
+852%
增持
SPY
SPDR S&P 500 ETF TR
+$3.0M
28,808
+28%
减持
IVV
ISHARES TR
+$2.4M
192,521
-4%
减持
MUB
ISHARES TR
-$2.2M
180,650
-13%
减持
META
META PLATFORMS INC
-$2.2M
5,962
-72%
增持
FET
FORUM ENERGY TECHNOLOGIES IN
+$2.0M
91,758
+180%
建仓
VXUS
VANGUARD STAR FDS
+$1.9M
36,948
增持
EEMV
ISHARES INC
+$1.8M
231,219
+12%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
55,980
+459%
减持
MRK
MERCK & CO INC
+$1.8M
74,320
-1%
增持
ABBV
ABBVIE INC
+$1.7M
53,953
+3%
增持
APD
AIR PRODS & CHEMS INC
+$1.7M
20,049
+4%
增持
NFLX
NETFLIX INC
+$1.6M
20,664
+8%
减持
AVGO
BROADCOM INC
+$1.5M
13,392
-0%
减持
AAPL
APPLE INC
-$1.5M
78,835
-7%
增持
BND
VANGUARD BD INDEX FDS
+$1.5M
22,895
+748%
减持
AMT
AMERICAN TOWER CORP NEW
-$1.3M
5,510
-53%
减持
ESGU
ISHARES TR
-$1.3M
534,909
-9%
增持
ABT
ABBOTT LABS
+$1.3M
72,463
+5%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.3M
0
-100%
清仓
BBY
BEST BUY INC
-$1.3M
0
-100%
增持
—
EATON CORP PLC
+$1.2M
28,484
+17%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
46,388
+1%
减持
VTI
VANGUARD INDEX FDS
-$1.2M
5,344
-57%
增持
—
BLACKROCK INC
+$1.2M
7,477
+0%
增持
MDLZ
MONDELEZ INTL INC
+$1.2M
97,017
+1%
增持
PLD
PROLOGIS INC.
+$1.1M
32,783
+29%
增持
SBUX
STARBUCKS CORP
+$1.1M
63,400
+3%
增持
PEP
PEPSICO INC
+$1.1M
42,014
+5%
增持
TLH
ISHARES TR
+$1.1M
39,103
+35%
减持
FALN
ISHARES TR
-$1.1M
34,784
-57%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.0M
10,060
-37%
增持
KMI
KINDER MORGAN INC DEL
+$1.0M
377,876
+8%
减持
FIS
FIDELITY NATL INFORMATION SV
-$999.5K
23,560
-31%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$957.6K
9,489
增持
ILMN
ILLUMINA INC
+$910.1K
8,423
+103%
减持
IJR
ISHARES TR
-$906.3K
55,565
-21%
增持
HD
HOME DEPOT INC
+$858.0K
20,386
+1%
减持
LMT
LOCKHEED MARTIN CORP
+$829.1K
8,305
-0%
增持
NKE
NIKE INC
+$827.8K
20,851
+8%
减持
ESGE
ISHARES INC
-$778.7K
60,338
-36%
减持
CSCO
CISCO SYS INC
+$765.2K
104,811
-1%
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$740.3K
23,645
增持
—
EARTHSTONE ENERGY INC
+$730.8K
60,000
+500%
增持
MCD
MCDONALDS CORP
+$629.0K
19,068
+0%
增持
LLY
LILLY ELI & CO
+$618.4K
14,270
+0%
减持
—
WHITE MTNS INS GROUP LTD
-$616.0K
222
-69%
增持
WMB
WILLIAMS COS INC
+$613.2K
119,914
+3%
增持
MSFT
MICROSOFT CORP
+$608.5K
82,856
+0%
减持
PYPL
PAYPAL HLDGS INC
-$594.0K
22,830
-11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$589.0K
13,341
+1%
减持
SPG
SIMON PPTY GROUP INC NEW
-$573.6K
18,219
-40%
减持
MA
MASTERCARD INCORPORATED
-$558.0K
14,005
-27%
建仓
—
WESTROCK CO
+$545.2K
15,506
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$542.1K
437,060
-6%
建仓
—
STELLAR BANCORP INC
+$540.2K
18,335
减持
ARKK
ARK ETF TR
-$493.3K
6,682
-64%
增持
COMT
ISHARES U S ETF TR
-$483.4K
80,193
+4%
增持
ITW
ILLINOIS TOOL WKS INC
+$477.3K
11,762
+0%
减持
TSLA
TESLA INC
-$473.0K
3,263
-1%
增持
HON
HONEYWELL INTL INC
+$470.3K
9,451
+1%
减持
IXN
ISHARES TR
-$456.8K
14,236
-45%
减持
SUB
ISHARES TR
-$441.4K
52,168
-9%
建仓
VTEB
VANGUARD MUN BD FDS
+$440.5K
8,901
增持
PSX
PHILLIPS 66
+$438.6K
18,597
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$437.5K
26,236
+0%
减持
CRM
SALESFORCE INC
-$436.4K
19,184
-7%
增持
UPS
UNITED PARCEL SERVICE INC
+$436.2K
32,531
+1%
减持
IT
GARTNER INC
+$431.9K
7,919
-2%
减持
TLT
ISHARES TR
-$430.0K
27,832
-11%
增持
ES
EVERSOURCE ENERGY
+$426.9K
20,013
+25%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$426.8K
13,064
减持
IGSB
ISHARES TR
-$423.7K
7,875
-52%
增持
NEE
NEXTERA ENERGY INC
+$411.3K
68,329
+1%
增持
IEF
ISHARES TR
+$405.8K
6,377
+198%
建仓
—
NINE ENERGY SERVICE INC
+$388.4K
26,730
减持
EOG
EOG RES INC
+$388.3K
21,821
-0%
清仓
—
ALLEGIANCE BANCSHARES INC
-$388.0K
0
-100%
减持
IEFA
ISHARES TR
+$383.3K
49,502
-2%
增持
ADSK
AUTODESK INC
+$381.0K
21,689
+10%
增持
LQD
ISHARES TR
+$380.5K
16,044
+25%
建仓
BXSL
BLACKSTONE SECD LENDING FD
+$374.2K
16,743
清仓
FLOT
ISHARES TR
-$369.0K
0
-100%
增持
PNC
PNC FINL SVCS GROUP INC
+$344.5K
35,707
+1%
增持
TXN
TEXAS INSTRS INC
+$338.3K
31,021
+0%
减持
USMV
ISHARES TR
+$326.3K
87,882
-3%
减持
—
MEDTRONIC PLC
-$324.8K
38,448
-6%
清仓
—
AVALARA INC
-$321.0K
0
-100%
减持
V
VISA INC
-$316.0K
26,006
-19%
减持
SHY
ISHARES TR
-$315.9K
3,192
-55%
减持
EFG
ISHARES TR
+$314.2K
199,680
-12%
减持
UNH
UNITEDHEALTH GROUP INC
+$300.9K
14,606
-1%
减持
ORCL
ORACLE CORP
+$297.0K
14,411
-0%
减持
JPM
JPMORGAN CHASE & CO
+$296.2K
15,318
-9%
增持
USB
US BANCORP DEL
+$295.6K
82,472
+1%
增持
NVDA
NVIDIA CORPORATION
+$294.3K
11,395
+1%
减持
PCTY
PAYLOCITY HLDG CORP
-$287.1K
4,658
-6%
减持
XBI
SPDR SER TR
-$274.1K
6,444
-37%
增持
GLW
CORNING INC
+$265.7K
68,401
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$265.3K
11,805
+0%
减持
OKE
ONEOK INC NEW
+$264.5K
18,623
-1%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$263.0K
17,592
+1%
清仓
—
TWITTER INC
-$254.0K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$251.5K
5,914
-52%
减持
DOCU
DOCUSIGN INC
-$248.1K
16,581
-24%
增持
CCI
CROWN CASTLE INC
-$244.7K
27,936
+0%
减持
PM
PHILIP MORRIS INTL INC
+$244.6K
15,696
-3%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$244.0K
0
-100%
减持
—
MANAGED PORTFOLIO SERIES
+$243.3K
182,596
-1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$241.1K
30,102
+8%
增持
BA
BOEING CO
+$238.4K
3,173
+5%
减持
NVO
NOVO-NORDISK A S
+$237.7K
6,958
-2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$232.6K
68,971
-2%
清仓
LNG
CHENIERE ENERGY INC
-$230.0K
0
-100%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$229.0K
0
-100%
减持
GOOGL
ALPHABET INC
-$224.6K
30,062
-0%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$222.0K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$216.0K
0
-100%
清仓
MGK
VANGUARD WORLD FD
-$215.0K
0
-100%
减持
ALRM
ALARM COM HLDGS INC
-$211.9K
10,935
-6%
建仓
—
ACTIVISION BLIZZARD INC
+$211.6K
2,764
增持
GOOG
ALPHABET INC
+$210.9K
93,936
+11%
建仓
IQV
IQVIA HLDGS INC
+$204.3K
997
减持
TRGP
TARGA RES CORP
+$202.7K
17,275
-2%
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$191.0K
0
-100%
减持
FPE
FIRST TR EXCH TRADED FD III
-$188.4K
114,616
-9%
清仓
ENTG
ENTEGRIS INC
-$187.0K
0
-100%
清仓
—
CRH PLC
-$185.0K
0
-100%
减持
—
GLOBANT S A
-$183.8K
5,823
-6%
清仓
EMB
ISHARES TR
-$183.0K
0
-100%
清仓
BBEU
J P MORGAN EXCHANGE TRADED F
-$183.0K
0
-100%
清仓
CME
CME GROUP INC
-$182.0K
0
-100%
清仓
ELV
ELEVANCE HEALTH INC
-$180.0K
0
-100%
增持
PFE
PFIZER INC
+$178.4K
19,192
+4%
建仓
HLN
HALEON PLC
+$176.9K
22,113
清仓
USIG
ISHARES TR
-$176.0K
0
-100%
减持
FIVE
FIVE BELOW INC
+$175.8K
5,653
-6%
