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Independence Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0002001765

持仓数

90

前50大市值合计

$176.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPTS SPDR SERIES TRUST

STATE STREET SPD

$33.6M

1,151,974

19.1%

CTA SIMPLIFY EXCHANGE TRADED FUN

MANAGED FUTURES

$28.8M

951,474

16.3%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$19.7M

148,307

11.2%

XLY SELECT SECTOR SPDR TR

STATE STREET CON

$8.4M

76,651

4.7%

GLD SPDR GOLD TR

GOLD SHS

$6.8M

15,855

3.9%

SPYI NEOS ETF TRUST

NEOS S&P 500 HI

$5.3M

106,485

3.0%

XLF SELECT SECTOR SPDR TR

STATE STREET FIN

$5.2M

105,528

3.0%

BCI ABRDN ETFS

BBRG ALL COMD K1

$5.0M

204,596

2.8%

XLP SELECT SECTOR SPDR TR

STATE STREET CON

$4.9M

59,980

2.8%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$4.3M

70,349

2.4%

QQQI NEOS ETF TRUST

NASDAQ 100 HIGH

$4.3M

85,652

2.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$3.5M

23,609

2.0%

XLC SELECT SECTOR SPDR TR

STATE STREET COM

$3.3M

29,642

1.9%

IWM ISHARES TR

RUSSELL 2000 ETF

$3.1M

12,443

1.7%

XLI SELECT SECTOR SPDR TR

STATE STREET IND

$2.7M

16,417

1.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$2.4M

30,780

1.3%

IWMI NEOS ETF TRUST

RUSSELL 2000 HIG

$2.3M

47,753

1.3%

EEM ISHARES TR

MSCI EMG MKT ETF

$1.8M

31,093

1.0%

AAPL APPLE INC

COM

$1.8M

6,945

1.0%

GOOGL ALPHABET INC

CAP STK CL A

$1.7M

5,897

1.0%

EFA ISHARES TR

MSCI EAFE ETF

$1.7M

17,332

1.0%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$1.7M

2,557

0.9%

MSFT MICROSOFT CORP

COM

$1.6M

4,251

0.9%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.3M

3,842

0.7%

META META PLATFORMS INC

CL A

$1.2M

2,154

0.7%

SPTI SPDR SERIES TRUST

STATE STREET SPD

$1.2M

42,019

0.7%

V VISA INC

COM CL A

$1.2M

3,978

0.7%

AMZN AMAZON COM INC

COM

$1.1M

5,415

0.6%

GOOG ALPHABET INC

CAP STK CL C

$1.1M

3,741

0.6%

VGK VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF

$1.1M

12,864

0.6%

EWJ ISHARES INC

MSCI JAPAN ETF

$1.0M

12,391

0.6%

TLT ISHARES TR

20 YR TR BD ETF

$1.0M

11,993

0.6%

BOXX EA SERIES TRUST

ALPHA ARCH 1-3

$1.0M

8,918

0.6%

BKNG BOOKING HOLDINGS INC

COM

$1.0M

239

0.6%

MA MASTERCARD INCORPORATED

CL A

$961.6K

1,925

0.5%

SCHW SCHWAB CHARLES CORP

COM

$927.1K

9,865

0.5%

XLB SELECT SECTOR SPDR TR

STATE STREET MAT

$804.1K

16,092

0.5%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$784.1K

17,087

0.4%

AMAT APPLIED MATLS INC

COM

$743.8K

2,176

0.4%

QQQ INVESCO QQQ TR

UNIT SER 1

$711.1K

1,232

0.4%

PM PHILIP MORRIS INTL INC

COM

$678.1K

4,101

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$653.6K

1,364

0.4%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$595.0K

14,572

0.3%

IQV IQVIA HLDGS INC

COM

$590.4K

3,462

0.3%

FEPI ETF OPPORTUNITIES TRUST

REX FANG & INNOV

$584.0K

14,721

0.3%

JPM JPMORGAN CHASE & CO

COM

$544.8K

1,852

0.3%

COR CENCORA INC

COM

$540.9K

1,722

0.3%

AIPI ETF OPPORTUNITIES TRUST

REX AI EQUITY PR

$533.8K

15,869

0.3%

IYR ISHARES TR

U.S. REAL ES ETF

$529.5K

5,600

0.3%

IVV ISHARES TR

CORE S&P500 ETF

$454.6K

696

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

58%前 6 大占比

SPTS19.1%CTA16.3%XLK11.2%XLY4.7%GLD3.9%SPYI3.0%

Independence Wealth Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心