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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
$123.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 140 项
建仓 36
增持 33
减持 40
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
SPYM
SPDR SER TR
-$12.8M
4,001
-98%
减持
SPDW
SPDR INDEX SHS FDS
-$9.2M
11,390
-96%
清仓
IEMG
ISHARES INC
-$5.0M
0
-100%
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
XLSR
SSGA ACTIVE TR
-$4.6M
9,233
-92%
减持
SPAB
SPDR SER TR
-$4.1M
15,817
-91%
建仓
DYFI
ETF OPPORTUNITIES TRUST
+$3.8M
151,540
减持
IJH
ISHARES TR
-$2.5M
10,582
-7%
减持
IJR
ISHARES TR
-$2.5M
9,430
-71%
清仓
TSLA
TESLA INC
-$2.0M
0
-100%
减持
AAPL
APPLE INC
-$1.8M
3,176
-74%
清仓
GWX
SPDR INDEX SHS FDS
-$1.7M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$1.6M
9,220
-32%
减持
SPTL
SPDR SER TR
-$1.5M
13,912
-78%
清仓
REET
ISHARES TR
-$1.4M
0
-100%
清仓
LQD
ISHARES TR
-$1.3M
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$1.0M
0
-100%
清仓
HYG
ISHARES TR
-$1.0M
0
-100%
清仓
TLT
ISHARES TR
-$892.9K
0
-100%
减持
FISR
SSGA ACTIVE TR
-$877.9K
29,701
-53%
清仓
META
META PLATFORMS INC
-$847.0K
0
-100%
减持
AMZN
AMAZON COM INC
-$687.2K
4,662
-54%
减持
ANGL
VANECK ETF TRUST
-$685.9K
21,448
-53%
清仓
BSV
VANGUARD BD INDEX FDS
-$525.7K
0
-100%
清仓
EMLC
VANECK ETF TRUST
-$481.8K
0
-100%
清仓
NKE
NIKE INC
-$479.6K
0
-100%
减持
QQQ
INVESCO QQQ TR
-$472.4K
800
-60%
清仓
SRLN
SSGA ACTIVE ETF TR
-$467.6K
0
-100%
清仓
DTD
WISDOMTREE TR
-$430.8K
0
-100%
清仓
GBTC
GRAYSCALE BITCOIN TR BTC
-$422.4K
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$416.4K
0
-100%
减持
MSFT
MICROSOFT CORP
-$410.4K
2,192
-38%
建仓
OKE
ONEOK INC NEW
+$383.9K
4,789
清仓
SPSM
SPDR SER TR
-$377.3K
0
-100%
建仓
FITB
FIFTH THIRD BANCORP
+$375.5K
10,092
建仓
GLDM
WORLD GOLD TR
+$369.0K
8,376
建仓
FNF
FIDELITY NATIONAL FINANCIAL
+$356.7K
6,717
建仓
NI
NISOURCE INC
+$356.0K
12,870
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$354.8K
5,312
清仓
SRE
SEMPRA
-$352.8K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$350.8K
8,948
-32%
清仓
USHY
ISHARES TR
-$342.7K
0
-100%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$337.1K
3,905
清仓
IQLT
ISHARES TR
-$335.4K
0
-100%
建仓
CFG
CITIZENS FINL GROUP INC
+$335.0K
9,230
建仓
ETR
ENTERGY CORP NEW
+$334.4K
3,164
建仓
EIX
EDISON INTL
+$332.9K
4,707
建仓
TFC
TRUIST FINL CORP
+$330.2K
8,472
建仓
D
DOMINION ENERGY INC
+$329.3K
6,694
建仓
OMC
OMNICOM GROUP INC
+$326.7K
3,376
建仓
VLO
VALERO ENERGY CORP
+$325.2K
1,905
清仓
DAL
DELTA AIR LINES INC DEL
-$323.5K
0
-100%
清仓
GOOG
ALPHABET INC
-$321.5K
0
-100%
建仓
BEN
FRANKLIN RESOURCES INC
+$316.2K
11,248
建仓
MRK
MERCK & CO INC
+$309.4K
2,345
建仓
CMS
CMS ENERGY CORP
+$309.3K
5,126
清仓
EMHC
SPDR SER TR
-$306.4K
0
-100%
增持
NRG
NRG ENERGY INC
+$294.5K
7,500
+82%
清仓
TIPX
SPDR SER TR
-$291.9K
0
-100%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$291.6K
3,386
建仓
HPQ
HP INC
+$291.4K
9,642
建仓
EXC
EXELON CORP
+$284.1K
7,562
建仓
MKC
MCCORMICK & CO INC
+$277.6K
3,614
建仓
—
INVESCO LTD
+$276.9K
16,691
减持
SPTI
SPDR SER TR
-$269.6K
11,074
-46%
建仓
LNT
ALLIANT ENERGY CORP
+$269.2K
5,341
建仓
DTE
DTE ENERGY CO
+$267.9K
2,389
建仓
—
INTERPUBLIC GROUP COS INC
+$264.6K
8,109
建仓
PPL
PPL CORP
+$262.3K
9,529
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$260.9K
5,775
+78%
清仓
KO
COCA COLA CO
-$253.8K
0
-100%
建仓
SON
SONOCO PRODS CO
+$251.3K
4,345
建仓
JNK
SPDR SER TR
+$251.1K
2,638
建仓
MO
ALTRIA GROUP INC
+$247.2K
5,668
建仓
FE
FIRSTENERGY CORP
+$243.7K
6,310
建仓
OGE
OGE ENERGY CORP
+$243.5K
7,100
建仓
NVO
NOVO-NORDISK A S
+$240.6K
1,874
减持
SPEM
SPDR INDEX SHS FDS
-$240.3K
7,425
-48%
清仓
QUAL
ISHARES TR
-$236.8K
0
-100%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$234.4K
10,808
清仓
ICLN
ISHARES TR
-$231.0K
0
-100%
增持
IP
INTERNATIONAL PAPER CO
+$228.8K
12,224
+78%
建仓
WEC
WEC ENERGY GROUP INC
+$220.3K
2,683
增持
VZ
VERIZON COMMUNICATIONS INC
+$217.8K
11,104
+69%
清仓
DURA
VANECK ETF TRUST
-$217.3K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES N
+$216.1K
4,536
+74%
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$212.4K
6,680
清仓
ITW
ILLINOIS TOOL WKS INC
-$208.8K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$207.1K
2,285
+63%
增持
PRU
PRUDENTIAL FINL INC
+$206.1K
3,751
+66%
减持
AGG
ISHARES TR
-$202.4K
7,734
-20%
清仓
—
MEDTRONIC PLC
-$201.1K
0
-100%
增持
KEY
KEYCORP
+$195.8K
24,962
+81%
增持
USB
US BANCORP DEL
+$193.0K
9,194
+83%
增持
PM
PHILIP MORRIS INTL INC
+$185.9K
4,737
+80%
增持
WSO
WATSCO INC
+$185.2K
1,088
+64%
增持
CVX
CHEVRON CORP NEW
+$178.4K
2,705
+63%
增持
F
FORD MTR CO DEL
+$177.0K
28,360
+73%
增持
EMR
EMERSON ELEC CO
+$167.5K
3,284
+56%
减持
BIL
SPDR SER TR
-$161.6K
9,494
-16%
增持
CMA
COMERICA INC
+$158.1K
6,531
+81%
减持
NVDA
NVIDIA CORPORATION
+$158.0K
484
-14%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$152.5K
23,145
+73%
减持
JNJ
JOHNSON & JOHNSON
-$136.0K
1,648
-35%
增持
T
AT&T INC
+$130.8K
19,528
+54%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$116.1K
22,799
+11%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$115.1K
4,121
-36%
减持
GLD
SPDR GOLD TR
-$110.1K
2,632
-23%
减持
—
EXXON MOBIL CORP
-$98.7K
2,147
-38%
增持
TSCO
TRACTOR SUPPLY CO
+$95.1K
1,198
+18%
增持
NWL
NEWELL BRANDS INC
+$87.2K
27,073
+80%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
+$72.6K
3,584
-2%
减持
AMGN
AMGEN INC
-$68.7K
814
-22%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$64.9K
1,064
+23%
增持
CL
COLGATE PALMOLIVE CO
+$62.4K
2,988
+15%
增持
PEP
PEPSICO INC
+$58.8K
1,486
+25%
减持
IAU
ISHARES GOLD TR
-$46.5K
5,712
-22%
增持
KMB
KIMBERLY-CLARK CORP
+$44.3K
3,680
+4%
增持
—
NEW YORK CMNTY BANCORP INC
-$40.4K
25,430
+113%
增持
MCD
MCDONALDS CORP
+$38.8K
1,643
+15%
增持
IEFA
ISHARES TR
+$34.6K
6,531
+2%
增持
CLX
CLOROX CO DEL
+$33.0K
1,670
+7%
增持
WMT
WALMART INC
+$31.9K
4,634
+196%
减持
HD
HOME DEPOT INC
-$29.9K
1,110
-16%
减持
SCHX
SCHWAB STRATEGIC TR
+$27.5K
32,184
-8%
减持
SCHD
SCHWAB STRATEGIC TR
+$27.4K
6,830
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$26.4K
460
+20%
增持
PAYX
PAYCHEX INC
+$25.5K
2,026
+8%
减持
PG
PROCTER AND GAMBLE CO
+$23.3K
1,696
-1%
减持
TIP
ISHARES TR
-$13.4K
3,330
-4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$13.2K
3,212
-5%
减持
COST
COSTCO WHSL CORP NEW
+$11.7K
1,562
-9%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$11.5K
20,674
+2%
清仓
—
CANOO INC
-$11.2K
0
-100%
减持
V
VISA INC
-$8.2K
844
-10%
减持
IWM
ISHARES TR
+$5.3K
1,323
-3%
减持
PFF
ISHARES TR
+$4.0K
6,854
-1%
减持
HSY
HERSHEY CO
-$3.4K
1,270
-5%
减持
FAST
FASTENAL CO
+$2.8K
2,822
-15%
增持
PHK
PIMCO HIGH INCOME FD
+$1.9K
22,655
+3%
减持
FNDA
SCHWAB STRATEGIC TR
+$1.5K
4,046
-2%
