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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 13
增持 80
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
CERY
SPDR SER TR
+$2.6M
106,489
+803%
增持
SPDW
SPDR INDEX SHS FDS
+$1.2M
104,175
+37%
减持
SPY
SPDR S&P 500 ETF TR
-$1.2M
12,337
-11%
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
NVDA
NVIDIA CORPORATION
-$1.0M
17,816
-19%
建仓
ANET
ARISTA NETWORKS INC
+$599.5K
7,738
清仓
JNK
SPDR SER TR
-$502.0K
0
-100%
清仓
TSLA
TESLA INC
-$447.5K
0
-100%
建仓
SPLB
SPDR SER TR
+$430.4K
19,071
建仓
PSA
PUBLIC STORAGE OPER CO
+$409.4K
1,368
建仓
SPEU
SPDR INDEX SHS FDS
+$409.4K
9,302
增持
AMZN
AMAZON COM INC
-$392.3K
14,582
+1%
建仓
KO
COCA COLA CO
+$340.9K
4,760
增持
FISR
SSGA ACTIVE TR
+$310.3K
57,600
+24%
清仓
TNA
DIREXION SHS ETF TR
-$281.5K
0
-100%
减持
SPSM
SPDR SER TR
-$280.6K
8,128
-40%
建仓
NEM
NEWMONT CORP
+$276.5K
5,726
清仓
VLO
VALERO ENERGY CORP
-$275.9K
0
-100%
减持
AGG
ISHARES TR
-$274.4K
10,106
-23%
清仓
WHR
WHIRLPOOL CORP
-$272.5K
0
-100%
清仓
FMC
FMC CORP
-$272.4K
0
-100%
清仓
CMA
COMERICA INC
-$262.6K
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$257.5K
0
-100%
增持
AAPL
APPLE INC
-$253.5K
20,814
+7%
建仓
UNM
UNUM GROUP
+$252.4K
3,099
清仓
XLE
SELECT SECTOR SPDR TR
-$252.4K
0
-100%
清仓
FANG
DIAMONDBACK ENERGY INC
-$247.2K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$246.2K
2,917
增持
SPAB
SPDR SER TR
+$238.0K
64,457
+14%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$236.9K
672
增持
TLT
ISHARES TR
+$233.2K
16,382
+14%
建仓
FHN
FIRST HORIZON CORPORATION
+$227.9K
11,735
建仓
MDLZ
MONDELEZ INTL INC
+$220.6K
3,251
清仓
LULU
LULULEMON ATHLETICA INC
-$213.4K
0
-100%
增持
IEMG
ISHARES INC
+$211.6K
17,472
+25%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$209.8K
2,988
减持
IP
INTERNATIONAL PAPER CO
-$202.9K
6,711
-36%
增持
PG
PROCTER AND GAMBLE CO
+$202.0K
7,058
+18%
增持
T
AT&T INC
+$201.5K
25,821
+11%
减持
GOOGL
ALPHABET INC
-$200.9K
2,281
-22%
增持
MO
ALTRIA GROUP INC
+$195.1K
14,201
+13%
减持
KMB
KIMBERLY-CLARK CORP
-$188.7K
1,780
-47%
增持
HD
HOME DEPOT INC
+$182.8K
1,730
+49%
增持
PM
PHILIP MORRIS INTL INC
+$177.5K
3,156
+17%
增持
SPTL
SPDR SER TR
+$173.9K
32,687
+19%
减持
GLD
SPDR GOLD TR
+$171.4K
4,020
-1%
增持
XLSR
SSGA ACTIVE TR
+$170.3K
55,400
+12%
增持
SPEM
SPDR INDEX SHS FDS
+$151.2K
41,228
+7%
增持
SPYM
SPDR SER TR
+$150.9K
36,208
+12%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$143.9K
10,346
-53%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$137.4K
0
-100%
增持
MSFT
MICROSOFT CORP
-$136.2K
5,409
+5%
增持
AEP
AMERICAN ELEC PWR CO INC
+$132.8K
4,247
+18%
增持
SRLN
SSGA ACTIVE ETF TR
+$124.6K
9,429
+49%
增持
IEF
ISHARES TR
+$123.5K
9,442
+12%
增持
EMHC
SPDR SER TR
+$118.5K
16,079
+42%
减持
NI
NISOURCE INC
-$117.9K
8,884
-31%
减持
BIL
SPDR SER TR
-$117.5K
12,235
-10%
减持
WMT
WALMART INC
-$109.4K
8,148
-11%
减持
PFE
PFIZER INC
-$105.3K
11,740
-23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$105.1K
12,140
+9%
减持
SCHX
SCHWAB STRATEGIC TR
-$104.8K
69,398
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$99.9K
1,100
+3%
增持
LNT
ALLIANT ENERGY CORP
+$98.3K
6,480
+20%
减持
—
EXXON MOBIL CORP
-$92.7K
2,997
-28%
增持
WEC
WEC ENERGY GROUP INC
+$91.9K
3,274
+16%
减持
NKE
NIKE INC
-$90.3K
7,201
-0%
增持
OGE
OGE ENERGY CORP
+$90.1K
7,983
+19%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$86.7K
6,318
-16%
增持
PPL
PPL CORP
+$85.0K
10,706
+15%
增持
IJR
ISHARES TR
-$83.5K
14,254
+4%
增持
DTE
DTE ENERGY CO
+$82.2K
2,613
+13%
增持
SHY
ISHARES TR
+$80.2K
15,592
+6%
增持
CMS
CMS ENERGY CORP
+$79.2K
5,851
+8%
减持
COST
COSTCO WHSL CORP NEW
-$77.5K
2,653
-6%
减持
KEY
KEYCORP
-$76.4K
22,747
-11%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$75.5K
6,388
+20%
增持
IEI
ISHARES TR
+$65.6K
7,495
+6%
增持
JPM
JPMORGAN CHASE & CO.
+$65.3K
1,781
+15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$62.5K
1,651
+4%
增持
CVX
CHEVRON CORP NEW
+$55.8K
1,870
+5%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$55.3K
10,042
增持
FE
FIRSTENERGY CORP
+$54.2K
7,580
+20%
增持
MCD
MCDONALDS CORP
+$53.0K
1,668
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$51.8K
894
-19%
增持
DUK
DUKE ENERGY CORP NEW
+$50.4K
2,833
+3%
增持
MINT
PIMCO ETF TR
+$49.8K
4,472
+12%
增持
D
DOMINION ENERGY INC
+$46.7K
7,147
+9%
减持
CLX
CLOROX CO DEL
-$45.5K
1,544
-8%
减持
AMGN
AMGEN INC
+$44.8K
899
-0%
减持
V
VISA INC
+$43.5K
1,703
-3%
增持
HSY
HERSHEY CO
+$43.0K
1,634
+17%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$42.9K
3,142
+9%
增持
IJH
ISHARES TR
-$41.3K
24,382
+4%
增持
GWX
SPDR INDEX SHS FDS
+$41.3K
11,370
+9%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$41.0K
23,821
-3%
增持
IAU
ISHARES GOLD TR
+$40.9K
4,188
+1%
增持
GOOG
ALPHABET INC
-$40.6K
4,084
+15%
减持
FNF
FIDELITY NATIONAL FINANCIAL
+$39.9K
4,657
-1%
增持
CFG
CITIZENS FINL GROUP INC
+$39.1K
11,243
+17%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$38.3K
4,644
-0%
增持
REET
ISHARES TR
+$36.4K
10,036
+16%
增持
SCHC
SCHWAB STRATEGIC TR
+$35.8K
8,415
+9%
增持
EIX
EDISON INTL
-$35.4K
5,546
+22%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$34.8K
13,099
+4%
减持
GLDM
WORLD GOLD TR
+$34.1K
5,442
-7%
增持
IQLT
ISHARES TR
+$32.8K
9,327
+3%
增持
RTX
RTX CORPORATION
+$32.3K
1,836
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$32.0K
19,234
+3%
减持
ETR
ENTERGY CORP NEW
-$31.9K
5,013
-17%
增持
OMC
OMNICOM GROUP INC
+$31.6K
4,171
+14%
增持
AVGO
BROADCOM INC
-$31.1K
1,317
+21%
减持
LLY
ELI LILLY & CO
+$30.6K
1,196
-4%
增持
QQQ
INVESCO QQQ TR
-$30.5K
2,195
+6%
减持
NRG
NRG ENERGY INC
-$30.3K
3,220
-14%
增持
SPMD
SPDR SER TR
+$29.9K
9,153
+14%
减持
PAYX
PAYCHEX INC
-$29.4K
1,638
-19%
减持
IEFA
ISHARES TR
+$28.0K
6,545
-2%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$27.5K
10,340
-23%
减持
JNJ
JOHNSON & JOHNSON
+$26.5K
1,494
-2%
减持
SCHD
SCHWAB STRATEGIC TR
-$25.8K
17,106
-7%
减持
ABBV
ABBVIE INC
-$25.0K
2,954
-18%
减持
SPTI
SPDR SER TR
-$24.7K
7,581
-12%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$24.1K
2,664
+14%
增持
DYFI
ETF OPPORTUNITIES TRUST
+$23.2K
140,252
+2%
增持
TFC
TRUIST FINL CORP
+$23.0K
9,796
+12%
增持
SON
SONOCO PRODS CO
+$20.5K
5,446
+12%
减持
TSCO
TRACTOR SUPPLY CO
-$20.1K
5,466
-10%
增持
EMR
EMERSON ELEC CO
-$18.8K
2,095
+4%
减持
WSO
WATSCO INC
+$18.7K
766
-2%
增持
BBY
BEST BUY INC
-$18.6K
3,565
+9%
减持
FNDA
SCHWAB STRATEGIC TR
-$18.5K
7,332
-1%
增持
HPQ
HP INC
-$16.9K
7,940
+9%
增持
GEV
GE VERNOVA INC
-$16.0K
759
+1%
增持
—
INVESCO LTD
-$15.1K
17,665
+9%
增持
BSV
VANGUARD BD INDEX FDS
+$14.6K
13,999
+0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$13.5K
3,172
-1%
增持
BEN
FRANKLIN RESOURCES INC
-$12.8K
13,581
+0%
增持
LQD
ISHARES TR
+$12.6K
6,071
+0%
增持
—
INTERPUBLIC GROUP COS INC
+$11.2K
10,133
+8%
增持
PANW
PALO ALTO NETWORKS INC
-$10.9K
1,173
+1%
减持
META
META PLATFORMS INC
-$10.8K
536
-2%
增持
FITB
FIFTH THIRD BANCORP
-$10.0K
8,405
+5%
增持
EMLC
VANECK ETF TRUST
+$9.5K
9,116
+1%
减持
MBB
ISHARES TR
+$8.3K
4,006
-0%
增持
RF
REGIONS FINANCIAL CORP NEW
+$7.6K
17,300
+10%
减持
CL
COLGATE PALMOLIVE CO
+$7.1K
2,751
-0%
增持
CAG
CONAGRA BRANDS INC
+$6.8K
11,331
+6%
增持
DTD
WISDOMTREE TR
+$5.8K
5,139
+0%
减持
MKC
MCCORMICK & CO INC
+$5.5K
3,426
-6%
增持
OKE
ONEOK INC NEW
+$5.0K
5,951
+2%
