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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 36
增持 93
减持 16
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$2.1M
21,960
+202%
增持
AAPL
APPLE INC
+$1.7M
19,475
+45%
增持
SPYM
SPDR SER TR
+$1.5M
32,349
+189%
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
SPY
SPDR S&P 500 ETF TR
+$1.4M
13,792
+19%
增持
AMZN
AMAZON COM INC
+$1.4M
14,434
+51%
建仓
TLT
ISHARES TR
+$1.3M
14,406
建仓
SHY
ISHARES TR
+$1.2M
14,756
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
2,823
+76%
增持
MSFT
MICROSOFT CORP
+$1.1M
5,140
+111%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
76,109
+88%
建仓
LLY
ELI LILLY & CO
+$957.1K
1,240
增持
IJH
ISHARES TR
+$857.4K
23,496
+141%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$849.6K
18,935
建仓
IEI
ISHARES TR
+$819.8K
7,095
建仓
IEF
ISHARES TR
+$777.0K
8,404
增持
PG
PROCTER AND GAMBLE CO
+$726.5K
5,970
+277%
增持
BSV
VANGUARD BD INDEX FDS
+$682.3K
13,993
+176%
增持
XLSR
SSGA ACTIVE TR
+$674.6K
49,445
+30%
建仓
LQD
ISHARES TR
+$647.3K
6,059
建仓
ABBV
ABBVIE INC
+$644.0K
3,624
建仓
GOOGL
ALPHABET INC
+$553.6K
2,924
建仓
NKE
NIKE INC
+$547.4K
7,235
建仓
QUAL
ISHARES TR
+$516.5K
2,900
增持
WMT
WALMART INC
+$508.0K
9,128
+133%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$485.9K
1,072
增持
IEMG
ISHARES INC
+$483.6K
14,004
+225%
增持
QQQ
INVESCO QQQ TR
+$452.8K
2,073
+67%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$436.8K
18,698
-31%
增持
IJR
ISHARES TR
+$434.8K
13,661
+40%
增持
GOOG
ALPHABET INC
+$423.9K
3,564
+134%
建仓
DTD
WISDOMTREE TR
+$389.7K
5,137
建仓
JPM
JPMORGAN CHASE & CO.
+$371.5K
1,550
建仓
MBB
ISHARES TR
+$367.4K
4,007
增持
AGG
ISHARES TR
+$363.8K
13,148
+46%
建仓
IQLT
ISHARES TR
+$337.4K
9,089
减持
DYFI
ETF OPPORTUNITIES TRUST
-$328.4K
138,176
-7%
建仓
GWX
SPDR INDEX SHS FDS
+$322.1K
10,396
建仓
META
META PLATFORMS INC
+$319.7K
546
增持
SPAB
SPDR SER TR
+$317.3K
56,352
+35%
增持
V
VISA INC
+$316.4K
1,751
+103%
建仓
CERY
SPDR SER TR
+$305.1K
11,787
建仓
DUK
DUKE ENERGY CORP NEW
+$295.1K
2,739
增持
JNK
SPDR SER TR
+$295.0K
5,258
+148%
建仓
SPIB
SPDR SER TR
+$291.4K
8,896
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$285.0K
21,936
建仓
EMHC
SPDR SER TR
+$270.0K
11,356
清仓
NEM
NEWMONT CORP
-$266.6K
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$263.3K
6,309
建仓
AMD
ADVANCED MICRO DEVICES INC
+$257.5K
2,132
建仓
XLE
SELECT SECTOR SPDR TR
+$252.4K
2,946
建仓
AVGO
BROADCOM INC
+$251.6K
1,085
建仓
GEV
GE VERNOVA INC
+$247.7K
753
建仓
FANG
DIAMONDBACK ENERGY INC
+$247.2K
1,509
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$240.5K
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
-$236.3K
70,624
+156%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$231.2K
12,635
增持
OKE
ONEOK INC NEW
+$231.0K
5,831
+50%
清仓
RSPH
INVESCO EXCHANGE TRADED FD T
-$215.7K
0
-100%
建仓
LULU
LULULEMON ATHLETICA INC
+$213.4K
558
建仓
PANW
PALO ALTO NETWORKS INC
+$211.1K
1,160
增持
TSLA
TESLA INC
+$210.9K
1,108
+23%
建仓
RTX
RTX CORPORATION
+$210.8K
1,822
建仓
EMLC
VANECK ETF TRUST
+$208.0K
9,002
建仓
REET
ISHARES TR
+$207.1K
8,640
清仓
MDLZ
MONDELEZ INTL INC
-$203.3K
0
-100%
增持
—
EXXON MOBIL CORP
+$200.9K
4,175
+97%
增持
BIL
SPDR SER TR
+$197.4K
13,560
+19%
增持
ANGL
VANECK ETF TRUST
+$148.6K
23,658
+31%
增持
SPTL
SPDR SER TR
+$145.6K
27,381
+39%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$142.4K
4,652
+43%
减持
FISR
SSGA ACTIVE TR
-$136.2K
46,546
-6%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$107.7K
13,364
增持
SPEM
SPDR INDEX SHS FDS
-$88.2K
38,361
+2%
增持
FMC
FMC CORP
-$83.6K
5,604
+4%
增持
T
AT&T INC
+$76.0K
23,218
+13%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$60.2K
0
-100%
增持
SPSM
SPDR SER TR
+$60.0K
13,622
+12%
增持
OMC
OMNICOM GROUP INC
-$57.3K
3,652
+2%
减持
PULS
PGIM ETF TR
-$53.6K
5,182
-17%
减持
MINT
PIMCO ETF TR
-$53.1K
3,988
-11%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$51.3K
2,343
+1%
增持
ETR
ENTERGY CORP NEW
+$49.2K
6,073
+94%
增持
BBY
BEST BUY INC
-$49.0K
3,276
+3%
增持
—
LYONDELLBASELL INDUSTRIES N
-$44.1K
3,189
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
-$38.4K
11,141
+3%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$37.7K
24,498
-0%
减持
IAU
ISHARES GOLD TR
-$35.9K
4,161
-15%
增持
AMGN
AMGEN INC
-$35.4K
903
+8%
增持
CAG
CONAGRA BRANDS INC
-$33.6K
10,644
+5%
增持
EMR
EMERSON ELEC CO
+$29.3K
2,005
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
-$29.3K
3,592
+2%
增持
CL
COLGATE PALMOLIVE CO
-$27.8K
2,757
+3%
增持
KMB
KIMBERLY-CLARK CORP
-$27.2K
3,372
+2%
减持
GLD
SPDR GOLD TR
-$27.1K
4,076
-2%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$25.5K
1,110
+3%
增持
EIX
EDISON INTL
-$25.0K
4,537
+2%
增持
SCHC
SCHWAB STRATEGIC TR
+$24.9K
7,752
+24%
增持
WHR
WHIRLPOOL CORP
+$24.7K
2,380
+3%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$24.5K
5,329
+0%
增持
JNJ
JOHNSON & JOHNSON
-$24.4K
1,530
+1%
减持
NI
NISOURCE INC
+$24.3K
12,896
-1%
增持
FNF
FIDELITY NATIONAL FINANCIAL
-$24.1K
4,687
+1%
增持
HSY
HERSHEY CO
-$24.0K
1,396
+3%
增持
PEP
PEPSICO INC
-$23.8K
1,588
+2%
增持
FE
FIRSTENERGY CORP
-$23.0K
6,340
+2%
减持
CFG
CITIZENS FINL GROUP INC
+$22.8K
9,632
-1%
增持
SPMD
SPDR SER TR
+$22.6K
8,019
+5%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$22.2K
14,730
+15%
增持
PFE
PFIZER INC
-$19.9K
15,182
+4%
增持
HPQ
HP INC
-$19.6K
7,256
+2%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$19.4K
2,870
+2%
增持
IEFA
ISHARES TR
-$19.0K
6,646
+7%
增持
VLO
VALERO ENERGY CORP
+$18.3K
2,251
+18%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.9K
18,450
+221%
增持
TSCO
TRACTOR SUPPLY CO
-$17.7K
6,055
+420%
减持
IP
INTERNATIONAL PAPER CO
+$17.6K
10,422
-6%
增持
D
DOMINION ENERGY INC
-$17.4K
6,572
+2%
增持
SON
SONOCO PRODS CO
-$17.0K
4,847
+4%
增持
MO
ALTRIA GROUP INC
+$15.7K
12,569
+0%
增持
CMS
CMS ENERGY CORP
-$15.2K
5,406
+2%
增持
BEN
FRANKLIN RESOURCES INC
+$14.9K
13,518
+5%
增持
PAYX
PAYCHEX INC
+$14.5K
2,012
+1%
增持
—
INTERPUBLIC GROUP COS INC
-$13.9K
9,422
+7%
增持
DTE
DTE ENERGY CO
-$12.3K
2,311
+2%
增持
TFC
TRUIST FINL CORP
+$12.0K
8,761
+2%
增持
MKC
MCCORMICK & CO INC
-$10.8K
3,626
+4%
增持
WSO
WATSCO INC
-$9.8K
782
+1%
增持
CMA
COMERICA INC
+$9.7K
4,246
+1%
减持
KEY
KEYCORP
+$9.6K
25,676
-0%
增持
FNDA
SCHWAB STRATEGIC TR
+$8.6K
7,383
+109%
增持
MCD
MCDONALDS CORP
-$8.3K
1,615
+3%
减持
PM
PHILIP MORRIS INTL INC
-$5.8K
2,687
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$5.7K
1,583
-1%
增持
UNH
UNITEDHEALTH GROUP INC
-$5.7K
722
+14%
增持
PPL
PPL CORP
-$5.4K
9,289
+0%
增持
F
FORD MTR CO
-$4.9K
28,246
+5%
增持
LNT
ALLIANT ENERGY CORP
-$4.0K
5,389
+1%
增持
PRU
PRUDENTIAL FINL INC
-$3.3K
3,013
+1%
增持
CLX
CLOROX CO DEL
+$3.1K
1,680
+1%
增持
OGE
OGE ENERGY CORP
+$2.3K
6,710
+0%
增持
WEC
WEC ENERGY GROUP INC
+$2.2K
2,817
+3%
减持
GLDM
WORLD GOLD TR
-$2.0K
5,822
-0%
增持
DGX
QUEST DIAGNOSTICS INC
-$1.8K
1,398
+2%
增持
NRG
NRG ENERGY INC
-$1.5K
3,743
+1%
增持
FITB
FIFTH THIRD BANCORP
-$1.2K
8,030
+1%
增持
—
INVESCO LTD
+$772
16,193
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$745
22,243
+3%
增持
HD
HOME DEPOT INC
+$664
1,160
+4%
减持
RF
REGIONS FINANCIAL CORP NEW
+$555
15,660
-1%
增持
SCHM
SCHWAB STRATEGIC TR
+$222
16,662
+200%
