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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 124 项
建仓 7
增持 24
减持 86
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.4M
13,429
+280%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
11,628
+18%
增持
SPEM
SPDR INDEX SHS FDS
+$914.1K
37,794
+120%
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
AMZN
AMAZON COM INC
+$678.8K
9,534
+68%
增持
SPAB
SPDR SER TR
+$540.4K
41,734
+90%
增持
XLSR
SSGA ACTIVE TR
+$507.9K
37,962
+32%
增持
GLD
SPDR GOLD TR
+$422.8K
4,172
+52%
建仓
SPMD
SPDR SER TR
+$415.9K
7,606
建仓
BSV
VANGUARD BD INDEX FDS
+$399.0K
5,070
建仓
UNH
UNITEDHEALTH GROUP INC
+$370.7K
634
增持
FISR
SSGA ACTIVE TR
+$362.1K
49,520
+32%
增持
SPYM
SPDR SER TR
+$280.8K
11,185
+51%
清仓
LLY
ELI LILLY & CO
-$266.2K
0
-100%
清仓
NFLX
NETFLIX INC
-$257.8K
0
-100%
增持
SPSM
SPDR SER TR
+$252.9K
12,128
+68%
建仓
IEMG
ISHARES INC
+$247.7K
4,315
建仓
SCHC
SCHWAB STRATEGIC TR
+$241.3K
6,262
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$233.0K
27,170
-15%
减持
DYFI
ETF OPPORTUNITIES TRUST
-$226.7K
148,110
-6%
清仓
META
META PLATFORMS INC
-$218.3K
0
-100%
清仓
NVO
NOVO-NORDISK A S
-$211.3K
0
-100%
清仓
QCOM
QUALCOMM INC
-$208.3K
0
-100%
清仓
MRK
MERCK & CO INC
-$206.5K
0
-100%
建仓
MDLZ
MONDELEZ INTL INC
+$203.3K
2,760
增持
QQQ
INVESCO QQQ TR
+$202.8K
1,244
+47%
减持
GOOG
ALPHABET INC
-$186.9K
1,524
-37%
减持
SPDW
SPDR INDEX SHS FDS
-$178.9K
40,563
-16%
增持
BIL
SPDR SER TR
+$168.7K
11,354
+19%
减持
MSFT
MICROSOFT CORP
-$147.0K
2,440
-9%
减持
JNK
SPDR SER TR
-$127.1K
2,117
-40%
增持
IJR
ISHARES TR
+$120.7K
9,740
+2%
减持
GLDM
WORLD GOLD TR
-$98.5K
5,844
-33%
增持
IEFA
ISHARES TR
+$80.3K
6,228
+11%
增持
AGG
ISHARES TR
+$73.5K
8,988
+4%
减持
ANGL
VANECK ETF TRUST
-$69.8K
18,010
-15%
增持
TNA
DIREXION SHS ETF TR
+$64.7K
6,722
+6%
增持
COST
COSTCO WHSL CORP NEW
+$64.7K
1,607
+0%
减持
F
FORD MTR CO
-$64.6K
26,948
-3%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$62.2K
1,600
-5%
减持
MCD
MCDONALDS CORP
+$61.1K
1,564
-4%
建仓
—
GRAYSCALE BITCOIN MINI TR BT
+$60.2K
10,696
减持
ETR
ENTERGY CORP NEW
+$53.8K
3,125
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$53.0K
5,322
-7%
减持
NI
NISOURCE INC
+$52.7K
12,981
-6%
减持
HD
HOME DEPOT INC
+$51.9K
1,112
-4%
减持
VLO
VALERO ENERGY CORP
-$51.2K
1,908
-3%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$46.9K
4,628
-5%
减持
EIX
EDISON INTL
+$46.7K
4,446
-6%
减持
KEY
KEYCORP
+$45.7K
25,703
-5%
减持
SCHX
SCHWAB STRATEGIC TR
+$45.4K
27,610
-3%
减持
NVDA
NVIDIA CORPORATION
-$44.9K
7,272
-3%
减持
TSLA
TESLA INC
-$43.3K
904
-36%
减持
BBY
BEST BUY INC
+$42.3K
3,195
-6%
减持
CMS
CMS ENERGY CORP
+$42.1K
5,316
-5%
减持
NEM
NEWMONT CORP
+$40.3K
4,987
-8%
减持
WEC
WEC ENERGY GROUP INC
+$39.2K
2,731
-4%
减持
D
DOMINION ENERGY INC
+$39.0K
6,427
-5%
增持
IJH
ISHARES TR
+$38.5K
9,734
+0%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$38.0K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$37.8K
2,712
-6%
减持
USB
US BANCORP DEL
+$37.7K
9,080
-5%
减持
PPL
PPL CORP
+$36.7K
9,279
-5%
增持
—
WALGREENS BOOTS ALLIANCE INC
-$35.5K
12,860
+3%
减持
CL
COLGATE PALMOLIVE CO
-$35.0K
2,682
-17%
减持
T
AT&T INC
+$34.7K
20,578
-6%
减持
OMC
OMNICOM GROUP INC
+$34.5K
3,594
-4%
减持
AEP
AMERICAN ELEC PWR CO INC
+$34.5K
3,514
-5%
减持
NRG
NRG ENERGY INC
+$34.2K
3,724
-5%
减持
BEN
FRANKLIN RESOURCES INC
-$34.2K
12,872
-2%
减持
LNT
ALLIANT ENERGY CORP
+$34.2K
5,316
-6%
减持
SPTL
SPDR SER TR
-$34.0K
19,661
-12%
减持
RF
REGIONS FINANCIAL CORP NEW
+$33.1K
15,764
-6%
减持
FITB
FIFTH THIRD BANCORP
+$30.4K
7,953
-6%
减持
MO
ALTRIA GROUP INC
+$29.0K
12,568
-7%
减持
—
INVESCO LTD
+$28.7K
16,075
-5%
减持
FMC
FMC CORP
+$28.7K
5,399
-5%
减持
CAG
CONAGRA BRANDS INC
+$28.6K
10,117
-4%
减持
CMA
COMERICA INC
+$28.4K
4,222
-4%
增持
V
VISA INC
+$28.1K
862
+8%
减持
CFG
CITIZENS FINL GROUP INC
+$27.4K
9,707
-6%
减持
FE
FIRSTENERGY CORP
+$27.1K
6,206
-4%
减持
WMT
WALMART INC
-$25.5K
3,922
-22%
减持
CVX
CHEVRON CORP NEW
-$25.1K
1,746
-3%
减持
DTE
DTE ENERGY CO
+$24.9K
2,268
-6%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$22.7K
24,547
-4%
减持
IP
INTERNATIONAL PAPER CO
+$21.9K
11,123
-8%
减持
SCHD
SCHWAB STRATEGIC TR
+$21.5K
5,751
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
+$20.5K
10,776
-4%
减持
PG
PROCTER AND GAMBLE CO
-$19.5K
1,584
-11%
减持
OGE
OGE ENERGY CORP
+$18.9K
6,692
-7%
减持
CLX
CLOROX CO DEL
+$18.8K
1,656
-10%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$17.8K
1,082
-8%
减持
IAU
ISHARES GOLD TR
+$17.4K
4,867
-5%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$16.8K
21,572
+2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.5K
3,028
+4%
减持
TFC
TRUIST FINL CORP
+$16.5K
8,607
-5%
减持
OKE
ONEOK INC NEW
+$14.9K
3,889
-7%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$14.9K
6,691
+0%
减持
TSCO
TRACTOR SUPPLY CO
-$14.2K
1,165
-11%
减持
KMB
KIMBERLY-CLARK CORP
-$14.1K
3,297
-6%
减持
HPQ
HP INC
-$12.5K
7,146
-7%
减持
MINT
PIMCO ETF TR
-$12.3K
4,502
-3%
减持
PULS
PGIM ETF TR
-$11.7K
6,234
-4%
减持
EMR
EMERSON ELEC CO
-$11.6K
2,003
-4%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$11.3K
2,812
-4%
减持
JNJ
JOHNSON & JOHNSON
+$11.3K
1,516
-5%
减持
—
LYONDELLBASELL INDUSTRIES N
-$11.2K
2,930
-4%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$11.2K
3,264
-5%
减持
—
INTERPUBLIC GROUP COS INC
+$11.0K
8,787
-4%
减持
SON
SONOCO PRODS CO
+$9.9K
4,645
-3%
减持
AMGN
AMGEN INC
-$9.3K
840
-6%
减持
MKC
MCCORMICK & CO INC
+$8.4K
3,490
-11%
减持
FNDA
SCHWAB STRATEGIC TR
+$8.4K
3,537
-4%
减持
PRU
PRUDENTIAL FINL INC
-$8.0K
2,977
-5%
增持
PHK
PIMCO HIGH INCOME FD
+$7.5K
23,947
+3%
减持
WSO
WATSCO INC
+$6.3K
773
-4%
减持
PFE
PFIZER INC
-$5.7K
14,604
-5%
减持
PAYX
PAYCHEX INC
+$5.6K
1,994
-10%
减持
DGX
QUEST DIAGNOSTICS INC
+$3.3K
1,370
-10%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$3.1K
2,315
-5%
减持
WHR
WHIRLPOOL CORP
+$3.1K
2,316
-3%
减持
PEP
PEPSICO INC
+$2.2K
1,560
-2%
减持
HSY
HERSHEY CO
+$1.2K
1,358
-4%
减持
—
EXXON MOBIL CORP
-$811
2,118
-2%
