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

International Private Wealth Advisors LLC

报告期 2026-03-31 · CIK 0002022637

持仓数

152

前50大市值合计

$123.2M

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*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$9.8M

15,017

7.9%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$8.4M

185,980

6.8%

TLT ISHARES TR

20 YR TR BD ETF

$5.3M

61,518

4.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$5.1M

112,460

4.2%

IEI ISHARES TR

3 7 YR TREAS BD

$5.0M

42,308

4.1%

DFGP DIMENSIONAL ETF TRUST

GLOBAL CORE PLUS

$4.5M

84,165

3.7%

AAPL APPLE INC

COM

$4.4M

17,354

3.6%

XLSR SSGA ACTIVE TR

STATE STREET US

$4.0M

70,046

3.3%

DFCF DIMENSIONAL ETF TRUST

CORE FIXED INCOM

$4.0M

95,257

3.3%

AMZN AMAZON COM INC

COM

$4.0M

19,058

3.2%

CERY SPDR SERIES TRUST

STATE STRET SPDR

$3.9M

110,073

3.1%

COST COSTCO WHOLESALE CORPORATION

COM

$3.7M

3,682

3.0%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$3.6M

47,633

3.0%

MSFT MICROSOFT CORP

COM

$3.1M

8,347

2.5%

NVDA NVIDIA CORPORATION

COM

$2.8M

16,077

2.3%

GOOG ALPHABET INC

CAP STK CL C

$2.5M

8,755

2.0%

MBB ISHARES TR

MBS ETF

$2.3M

24,158

1.9%

ABBV ABBVIE INC

COM

$2.3M

10,404

1.8%

FISR SSGA ACTIVE TR

STATE STREET FIX

$2.2M

84,750

1.8%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$2.2M

34,801

1.8%

SPAB SPDR SERIES TRUST

STATE STREET SPD

$2.1M

82,443

1.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.1M

3,612

1.7%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$2.0M

55,685

1.7%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$2.0M

51,999

1.6%

LLY ELI LILLY & CO

COM

$2.0M

2,202

1.6%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$2.0M

42,498

1.6%

DYFI ETF OPPORTUNITIES TRUST

IDX DYNAMIC FIXE

$1.9M

84,822

1.6%

IJR ISHARES TR

CORE S&P SCP ETF

$1.8M

14,102

1.4%

VZ VERIZON COMMUNICATIONS INC

COM

$1.7M

33,820

1.4%

GLD SPDR GOLD TR

GOLD SHS

$1.6M

3,706

1.3%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.5M

3,233

1.3%

IJH ISHARES TR

CORE S&P MCP ETF

$1.5M

22,646

1.2%

GEV GE VERNOVA INC

COM

$1.5M

1,664

1.2%

IEMG ISHARES INC

CORE MSCI EMKT

$1.4M

20,149

1.1%

WMT WALMART INC

COM

$1.3M

10,222

1.0%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$1.2M

8,086

1.0%

DUK DUKE ENERGY CORP NEW

COM NEW

$1.1M

8,530

0.9%

SPTL SPDR SERIES TRUST

STATE STREET SPD

$1.0M

39,761

0.8%

BLK BLACKROCK INC

COM

$1.0M

1,043

0.8%

META META PLATFORMS INC

CL A

$976.9K

1,708

0.8%

PANW PALO ALTO NETWORKS INC

COM

$963.2K

6,008

0.8%

SPSM SPDR SERIES TRUST

STATE STREET SPD

$886.6K

18,349

0.7%

KMI KINDER MORGAN INC DEL

COM

$871.1K

25,981

0.7%

JPM JPMORGAN CHASE & CO

COM

$861.7K

2,929

0.7%

AGG ISHARES TR

CORE US AGGBD ET

$852.9K

8,592

0.7%

IBIT ISHARES BITCOIN TRUST ETF

SHS BEN INT

$822.4K

21,406

0.7%

ALLW SSGA ACTIVE TR

SST BRIDGEWATER

$817.6K

28,339

0.7%

LQD ISHARES TR

IBOXX INV CP ETF

$769.7K

7,062

0.6%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$738.3K

28,794

0.6%

DFEV DIMENSIONAL ETF TRUST

EMERGING MKTS VA

$719.7K

20,115

0.6%

* 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

31%前 6 大占比

SPY7.9%DFAU6.8%TLT4.3%SPDW4.2%IEI4.1%DFGP3.7%