Independence Wealth Advisors, LLC

报告期 2026-03-31 · CIK 0002001765

持仓数

前50大市值合计

$176.4M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 78 项建仓 12增持 34减持 27清仓 5

方向

标的

Δ市值

现股数(环比)

增持

SPTS SPDR SERIES TRUST

+$30.8M

1,151,974 +1084%

减持

SPYM SPDR SERIES TRUST

-$6.6M

30,780 -73%

清仓

SPTL SPDR SERIES TRUST

-$6.6M

0 -100%

减持

SPTI SPDR SERIES TRUST

-$5.8M

42,019 -83%

减持

XLV SELECT SECTOR SPDR TR

-$4.6M

23,609 -55%

增持

CTA SIMPLIFY EXCHANGE TRADED FUN

+$4.5M

951,474 +7%

增持

XLE SELECT SECTOR SPDR TR

+$3.2M

70,349 +173%

减持

GLD SPDR GOLD TR

-$2.6M

15,855 -33%

减持

EEM ISHARES TR

-$2.5M

31,093 -60%

减持

EFA ISHARES TR

-$1.5M

17,332 -47%

减持

QQQ INVESCO QQQ TR

-$1.3M

1,232 -63%

建仓

VGK VANGUARD INTL EQUITY INDEX F

+$1.1M

12,864

减持

IWM ISHARES TR

-$669.0K

12,443 -18%

减持

BCI ABRDN ETFS

+$610.9K

204,596 -8%

减持

EWJ ISHARES INC

-$573.0K

12,391 -38%

增持

XLF SELECT SECTOR SPDR TR

+$502.8K

105,528 +23%

建仓

COP CONOCOPHILLIPS

+$391.9K

2,969

减持

GOOGL ALPHABET INC

-$387.8K

5,897 -11%

建仓

— EXXON MOBIL CORP

+$361.0K

2,128

建仓

GD GENERAL DYNAMICS CORP

+$319.2K

930

增持

QQQI NEOS ETF TRUST

+$317.7K

85,652 +17%

建仓

ADI ANALOG DEVICES INC

+$307.3K

966

增持

SPY STATE STR SPDR S&P 500 ETF T

+$295.7K

2,557 +28%

增持

MSFT MICROSOFT CORP

-$282.7K

4,251 +11%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$280.7K

1,364 +84%

清仓

ADBE ADOBE INC

-$277.9K

0 -100%

增持

BOXX EA SERIES TRUST

+$254.9K

8,918 +31%

建仓

CMCSA COMCAST CORP NEW

+$252.8K

8,806

清仓

KMX CARMAX INC

-$251.9K

0 -100%

减持

IQV IQVIA HLDGS INC

-$251.0K

3,462 -7%

增持

PM PHILIP MORRIS INTL INC

+$248.7K

4,101 +53%

建仓

BNY BANK NEW YORK MELLON CORP

+$244.3K

2,059

增持

TLT ISHARES TR

+$243.3K

11,993 +31%

建仓

MCK MCKESSON CORP

+$238.0K

275

清仓

ABNB AIRBNB INC

-$236.0K

0 -100%

建仓

BDX BECTON DICKINSON & CO

+$230.0K

1,463

建仓

— MEDTRONIC PLC

+$224.5K

2,591

建仓

OMC OMNICOM GROUP INC

+$215.2K

2,858

增持

XLC SELECT SECTOR SPDR TR

+$214.4K

29,642 +14%

清仓

DEO DIAGEO PLC

-$211.3K

0 -100%

增持

AMAT APPLIED MATLS INC

+$204.8K

2,176 +4%

建仓

UL UNILEVER PLC

+$203.6K

3,574

增持

XLK SELECT SECTOR SPDR TR

-$187.1K

148,307 +7%

减持

MA MASTERCARD INCORPORATED

-$174.7K

1,925 -3%

减持

IVV ISHARES TR

-$164.6K

696 -23%

增持

SPYI NEOS ETF TRUST

-$142.3K

106,485 +4%

增持

XLY SELECT SECTOR SPDR TR

-$141.0K

76,651 +8%

增持

GOOG ALPHABET INC

+$140.8K

3,741 +26%

增持

XLI SELECT SECTOR SPDR TR

+$139.1K

16,417 +1%

增持

NVS NOVARTIS AG

+$130.5K

2,423 +39%

增持

JPM JPMORGAN CHASE & CO

+$127.8K

1,852 +43%

减持

CRM SALESFORCE INC

-$122.5K

1,356 -4%

增持

IWMI NEOS ETF TRUST

+$114.3K

47,753 +8%

减持

DIS DISNEY WALT CO

-$106.1K

4,213 -6%

减持

QCOM QUALCOMM INC

-$99.1K

1,967 -5%

减持

— CHECK POINT SOFTWARE TECH LT

-$93.0K

1,577 -8%

增持

WFC WELLS FARGO & CO

+$80.8K

4,543 +51%

减持

ADSK AUTODESK INC

-$77.7K

976 -7%

增持

XLU SELECT SECTOR SPDR TR

+$70.0K

17,087 +2%

增持

SCHW SCHWAB CHARLES CORP

+$66.8K

9,865 +15%

减持

COR CENCORA INC

-$64.6K

1,722 -4%

减持

XLRE SELECT SECTOR SPDR TR

-$57.9K

14,572 -10%

增持

AIPI ETF OPPORTUNITIES TRUST

-$57.5K

15,869 +7%

减持

XLP SELECT SECTOR SPDR TR

-$55.7K

59,980 -6%

减持

TSM TAIWAN SEMICONDUCTOR MANUFAC

+$54.9K

3,842 -6%

增持

FEPI ETF OPPORTUNITIES TRUST

-$49.5K

14,721 +6%

增持

AMZN AMAZON COM INC

-$49.2K

5,415 +6%

增持

META META PLATFORMS INC

-$44.8K

2,154 +11%

增持

ELV ELEVANCE HEALTH INC FORMERLY

-$35.1K

1,495 +11%

减持

SBUX STARBUCKS CORP

-$34.0K

3,548 -15%

减持

XLB SELECT SECTOR SPDR TR

-$33.2K

16,092 -13%

增持

IYR ISHARES TR

+$21.9K

5,600 +4%

增持

CEPI ETF OPPORTUNITIES TRUST

-$21.6K

8,796 +9%

减持

APD AIR PRODUCTS AND CHEMICALS I

+$14.9K

813 -9%

增持

V VISA INC

-$12.1K

3,978 +15%

增持

ORCL ORACLE CORP

-$9.7K

1,847 +28%

增持

BKNG BOOKING HOLDINGS INC

-$5.9K

239 +26%

减持

SHY ISHARES TR

-$5.2K

4,092 -1%

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。