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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 126 项
建仓 18
增持 66
减持 34
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
SPDW
SPDR INDEX SHS FDS
+$1.3M
48,531
+326%
增持
XLSR
SSGA ACTIVE TR
+$999.5K
28,686
+211%
增持
SPY
SPDR S&P 500 ETF TR
+$554.2K
9,880
+7%
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。
增持
NVDA
NVIDIA CORPORATION
+$490.7K
7,512
+1452%
建仓
MINT
PIMCO ETF TR
+$465.6K
4,626
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$461.4K
31,933
+40%
建仓
GOOG
ALPHABET INC
+$441.7K
2,408
建仓
PFE
PFIZER INC
+$428.3K
15,309
增持
SPEM
SPDR INDEX SHS FDS
+$377.4K
17,151
+131%
增持
MO
ALTRIA GROUP INC
+$365.2K
13,446
+137%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$334.7K
16,699
建仓
FMC
FMC CORP
+$327.3K
5,688
建仓
PULS
PGIM ETF TR
+$322.1K
6,480
建仓
CAG
CONAGRA BRANDS INC
+$300.4K
10,569
建仓
SPSM
SPDR SER TR
+$299.0K
7,200
建仓
BBY
BEST BUY INC
+$287.8K
3,414
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$287.0K
2,425
-58%
清仓
EXC
EXELON CORP
-$284.1K
0
-100%
建仓
TSLA
TESLA INC
+$279.8K
1,414
清仓
IWM
ISHARES TR
-$278.2K
0
-100%
增持
MSFT
MICROSOFT CORP
+$274.7K
2,678
+22%
建仓
LLY
ELI LILLY & CO
+$266.2K
294
建仓
NFLX
NETFLIX INC
+$257.8K
382
增持
AMZN
AMAZON COM INC
+$256.7K
5,680
+22%
建仓
WHR
WHIRLPOOL CORP
+$244.7K
2,394
增持
SPYM
SPDR SER TR
+$228.1K
7,411
+85%
清仓
UNH
UNITEDHEALTH GROUP INC
-$227.6K
0
-100%
建仓
NEM
NEWMONT CORP
+$226.3K
5,404
清仓
PFF
ISHARES TR
-$220.9K
0
-100%
建仓
META
META PLATFORMS INC
+$218.3K
433
清仓
FAST
FASTENAL CO
-$217.7K
0
-100%
清仓
NWL
NEWELL BRANDS INC
-$217.4K
0
-100%
增持
SPTL
SPDR SER TR
+$216.9K
22,247
+60%
增持
COST
COSTCO WHSL CORP NEW
+$215.7K
1,600
+2%
建仓
DGX
QUEST DIAGNOSTICS INC
+$209.4K
1,530
建仓
QCOM
QUALCOMM INC
+$208.3K
1,046
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$202.7K
0
-100%
减持
NRG
NRG ENERGY INC
-$202.7K
3,917
-48%
增持
AAPL
APPLE INC
+$200.2K
3,536
+11%
增持
FISR
SSGA ACTIVE TR
+$193.4K
37,539
+26%
减持
—
LYONDELLBASELL INDUSTRIES N
-$171.8K
3,054
-33%
减持
SCHX
SCHWAB STRATEGIC TR
-$169.4K
28,450
-12%
增持
SPAB
SPDR SER TR
+$150.7K
21,944
+39%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$144.8K
1,686
-26%
减持
CVX
CHEVRON CORP NEW
-$144.4K
1,805
-33%
减持
PM
PHILIP MORRIS INTL INC
-$142.6K
2,876
-39%
减持
EMR
EMERSON ELEC CO
-$141.7K
2,095
-36%
减持
CMA
COMERICA INC
-$134.6K
4,399
-33%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$119.6K
7,516
-16%
减持
FNF
FIDELITY NATIONAL FINANCIAL
-$116.4K
4,862
-28%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$106.8K
2,935
-25%
减持
MRK
MERCK & CO INC
-$102.8K
1,668
-29%
减持
WSO
WATSCO INC
-$95.8K
808
-26%
减持
SCHD
SCHWAB STRATEGIC TR
-$86.1K
5,975
-13%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$83.7K
12,463
+15%
增持
JNK
SPDR SER TR
+$83.0K
3,545
+34%
清仓
—
NEW YORK CMNTY BANCORP INC
-$81.9K
0
-100%
增持
AGG
ISHARES TR
+$79.3K
8,620
+11%
减持
IEFA
ISHARES TR
-$78.9K
5,587
-14%
减持
IJH
ISHARES TR
-$74.6K
9,708
-8%
增持
T
AT&T INC
+$74.3K
21,875
+12%
减持
PRU
PRUDENTIAL FINL INC
-$71.9K
3,144
-16%
减持
SPTI
SPDR SER TR
-$69.5K
8,658
-22%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$67.1K
5,724
+8%
减持
FITB
FIFTH THIRD BANCORP
-$65.2K
8,505
-16%
增持
WMT
WALMART INC
+$63.4K
5,054
+9%
增持
GLD
SPDR GOLD TR
+$49.8K
2,750
+4%
增持
QQQ
INVESCO QQQ TR
+$49.2K
844
+6%
增持
AMGN
AMGEN INC
+$48.5K
896
+10%
减持
MCD
MCDONALDS CORP
-$48.0K
1,629
-1%
减持
IP
INTERNATIONAL PAPER CO
+$44.5K
12,086
-1%
减持
OKE
ONEOK INC NEW
-$44.5K
4,162
-13%
增持
CL
COLGATE PALMOLIVE CO
+$44.4K
3,230
+8%
增持
NI
NISOURCE INC
+$41.2K
13,785
+7%
增持
TSCO
TRACTOR SUPPLY CO
+$39.6K
1,308
+9%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$38.0K
13,934
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$37.7K
3,438
-4%
增持
CFG
CITIZENS FINL GROUP INC
+$36.3K
10,303
+12%
增持
AEP
AMERICAN ELEC PWR CO INC
+$34.6K
3,717
+10%
增持
GLDM
WORLD GOLD TR
+$34.2K
8,748
+4%
增持
USB
US BANCORP DEL
-$33.5K
9,509
+3%
减持
NVO
NOVO-NORDISK A S
-$29.4K
1,480
-21%
减持
FNDA
SCHWAB STRATEGIC TR
-$28.4K
3,684
-9%
减持
F
FORD MTR CO DEL
-$27.4K
27,847
-2%
增持
HD
HOME DEPOT INC
-$27.1K
1,158
+4%
减持
V
VISA INC
-$26.6K
796
-6%
减持
JNJ
JOHNSON & JOHNSON
-$26.3K
1,604
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$24.4K
2,898
-10%
增持
CMS
CMS ENERGY CORP
+$24.2K
5,601
+9%
增持
IJR
ISHARES TR
-$23.7K
9,549
+1%
增持
—
INVESCO LTD
-$23.3K
16,951
+2%
增持
ETR
ENTERGY CORP NEW
+$23.1K
3,341
+6%
减持
ANGL
VANECK ETF TRUST
-$23.0K
21,182
-1%
增持
BEN
FRANKLIN RESOURCES INC
-$22.6K
13,135
+17%
减持
HPQ
HP INC
-$22.5K
7,677
-20%
增持
TFC
TRUIST FINL CORP
+$21.4K
9,050
+7%
增持
LNT
ALLIANT ENERGY CORP
+$19.3K
5,667
+6%
增持
PG
PROCTER AND GAMBLE CO
+$18.6K
1,781
+5%
增持
VLO
VALERO ENERGY CORP
-$16.3K
1,970
+3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$15.9K
1,180
+11%
减持
IAU
ISHARES GOLD TR
-$15.4K
5,111
-11%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$15.3K
25,655
+11%
增持
PAYX
PAYCHEX INC
+$13.2K
2,210
+9%
增持
HSY
HERSHEY CO
+$12.2K
1,410
+11%
增持
OGE
OGE ENERGY CORP
+$12.1K
7,160
+1%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$11.6K
6,686
+0%
增持
OMC
OMNICOM GROUP INC
+$10.4K
3,757
+11%
增持
KEY
KEYCORP
-$9.8K
27,080
+8%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$8.7K
21,061
+2%
增持
PPL
PPL CORP
+$7.9K
9,773
+3%
增持
EIX
EDISON INTL
+$7.6K
4,742
+1%
增持
SON
SONOCO PRODS CO
-$7.5K
4,807
+11%
减持
KMB
KIMBERLY-CLARK CORP
+$7.3K
3,497
-5%
增持
CLX
CLOROX CO DEL
-$4.7K
1,839
+10%
增持
FE
FIRSTENERGY CORP
+$4.4K
6,483
+3%
增持
WEC
WEC ENERGY GROUP INC
+$3.1K
2,848
+6%
增持
D
DOMINION ENERGY INC
+$3.1K
6,784
+1%
增持
PEP
PEPSICO INC
+$3.0K
1,595
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.5K
11,237
+1%
增持
—
INTERPUBLIC GROUP COS INC
+$2.3K
9,175
+13%
增持
BIL
SPDR SER TR
+$2.1K
9,519
+0%
增持
DTE
DTE ENERGY CO
-$1.5K
2,400
+0%
增持
MKC
MCCORMICK & CO INC
+$1.2K
3,930
+9%
增持
—
EXXON MOBIL CORP
-$505
2,163
+1%
增持
DYFI
ETF OPPORTUNITIES TRUST
-$388
158,248
+4%
增持
PHK
PIMCO HIGH INCOME FD
+$339
23,290
+3%