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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 54
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
DFAU
DIMENSIONAL ETF TRUST
+$5.3M
116,112
增持
NVDA
NVIDIA CORPORATION
+$3.7M
34,194
+103%
增持
TLT
ISHARES TR
+$3.0M
54,681
+152%
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。
建仓
DFGP
DIMENSIONAL ETF TRUST
+$2.9M
51,322
建仓
DFCF
DIMENSIONAL ETF TRUST
+$2.5M
59,220
增持
IEI
ISHARES TR
+$2.4M
29,580
+205%
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
16,277
+18%
增持
SHY
ISHARES TR
+$1.7M
40,356
+105%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$1.3M
34,597
增持
GOOG
ALPHABET INC
+$1.3M
11,311
+38%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.3M
22,139
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
4,982
+96%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$1.2M
33,765
增持
MSFT
MICROSOFT CORP
+$1.2M
7,875
+37%
清仓
IEF
ISHARES TR
-$1.2M
0
-100%
增持
LLY
ELI LILLY & CO
+$1.0M
3,042
+82%
增持
META
META PLATFORMS INC
+$898.2K
2,643
+87%
增持
COST
COSTCO WHSL CORP NEW
+$892.5K
3,947
+42%
增持
PG
PROCTER AND GAMBLE CO
+$890.7K
12,798
+90%
增持
ABBV
ABBVIE INC
+$868.0K
6,784
+79%
增持
SPDW
SPDR INDEX SHS FDS
+$836.8K
94,420
+19%
增持
AMZN
AMAZON COM INC
+$801.0K
20,480
+22%
增持
NOW
SERVICENOW INC
+$760.8K
1,316
+200%
建仓
BLK
BLACKROCK INC
+$662.9K
569
增持
SPSM
SPDR SERIES TRUST
+$604.7K
25,583
+88%
增持
WMT
WALMART INC
+$586.7K
15,086
+52%
减持
FISR
SSGA ACTIVE TR
-$584.9K
52,090
-31%
减持
AAPL
APPLE INC
+$569.7K
12,369
-2%
减持
SPAB
SPDR SERIES TRUST
-$563.9K
61,931
-27%
增持
V
VISA INC
+$555.8K
3,549
+92%
清仓
SPLB
SPDR SERIES TRUST
-$543.9K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$530.6K
18,744
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$516.2K
8,034
-56%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$498.3K
5,951
+38%
增持
CERY
SPDR SERIES TRUST
+$489.0K
108,952
+13%
增持
SPEM
SPDR INDEX SHS FDS
+$480.1K
37,715
+25%
清仓
RWR
SPDR SERIES TRUST
-$469.9K
0
-100%
增持
BIL
SPDR SERIES TRUST
+$463.4K
11,377
+80%
增持
XLSR
SSGA ACTIVE TR
+$459.4K
61,227
+5%
清仓
PSA
PUBLIC STORAGE OPER CO
-$454.2K
0
-100%
减持
BSV
VANGUARD BD INDEX FDS
-$435.1K
8,474
-40%
建仓
DFEV
DIMENSIONAL ETF TRUST
+$425.1K
13,330
建仓
DFAE
DIMENSIONAL ETF TRUST
+$424.3K
13,455
增持
SPYM
SPDR SERIES TRUST
+$404.7K
42,215
+6%
清仓
MINT
PIMCO ETF TR
-$400.9K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$398.0K
6,545
+87%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$396.3K
13,037
建仓
DFIV
DIMENSIONAL ETF TRUST
+$396.1K
8,588
增持
PANW
PALO ALTO NETWORKS INC
+$385.4K
4,166
+84%
建仓
RTX
RTX CORPORATION
+$378.5K
2,262
减持
OKE
ONEOK INC NEW
-$345.5K
2,896
-58%
减持
SCHX
SCHWAB STRATEGIC TR
-$332.2K
47,770
-27%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$318.8K
9,236
+101%
建仓
BKR
BAKER HUGHES COMPANY
+$314.9K
6,463
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$275.5K
28,812
+77%
清仓
PULS
PGIM ETF TR
-$257.9K
0
-100%
增持
GEV
GE VERNOVA INC
+$256.8K
1,193
+32%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$248.6K
0
-100%
建仓
IWM
ISHARES TR
+$247.3K
1,022
增持
JNK
SPDR SERIES TRUST
+$238.3K
6,577
+57%
清仓
MKC
MCCORMICK & CO INC
-$235.0K
0
-100%
清仓
AMGN
AMGEN INC
-$229.8K
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$227.9K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$222.5K
678
增持
JPM
JPMORGAN CHASE & CO.
+$221.1K
2,073
+39%
减持
ANGL
VANECK ETF TRUST
-$220.3K
15,890
-33%
增持
QQQ
INVESCO QQQ TR
+$219.4K
3,743
+2%
清仓
PAYX
PAYCHEX INC
-$217.8K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$212.7K
444
清仓
MDLZ
MONDELEZ INTL INC
-$210.6K
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$206.8K
0
-100%
减持
TSLA
TESLA INC
+$206.8K
1,632
-0%
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$204.6K
670
建仓
FAST
FASTENAL CO
+$203.9K
4,158
清仓
UNH
UNITEDHEALTH GROUP INC
-$201.7K
0
-100%
建仓
OPEN
OPENDOOR TECHNOLOGIES INC
+$171.8K
21,550
减持
GOOGL
ALPHABET INC
+$168.5K
2,546
-0%
减持
FBND
FIDELITY MERRIMACK STR TR
-$168.0K
14,424
-21%
减持
DYFI
ETF OPPORTUNITIES TRUST
-$154.5K
116,778
-6%
增持
IEMG
ISHARES INC
+$153.5K
18,836
+4%
减持
GLD
SPDR GOLD TR
+$139.8K
4,230
-5%
增持
IJR
ISHARES TR
+$135.7K
13,845
+0%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$130.9K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$112.2K
1,423
+25%
减持
SCHD
SCHWAB STRATEGIC TR
-$104.1K
12,001
-26%
减持
SPTL
SPDR SERIES TRUST
-$94.3K
21,843
-15%
减持
—
LYONDELLBASELL INDUSTRIES N
-$91.4K
6,051
-10%
减持
PM
PHILIP MORRIS INTL INC
-$90.6K
1,948
-13%
减持
SPIB
SPDR SERIES TRUST
-$89.2K
14,425
-16%
增持
EMHC
SPDR SERIES TRUST
+$87.8K
20,737
+17%
减持
MBB
ISHARES TR
-$87.3K
3,148
-24%
增持
SRLN
SSGA ACTIVE ETF TR
+$84.1K
12,309
+20%
增持
AVGO
BROADCOM INC
+$79.7K
1,418
+1%
建仓
MFG
MIZUHO FINANCIAL GROUP INC
+$79.4K
11,858
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$77.6K
3,488
-24%
减持
HD
HOME DEPOT INC
-$71.5K
1,292
-20%
清仓
LYG
LLOYDS BANKING GROUP PLC
-$67.9K
0
-100%
增持
IEFA
ISHARES TR
+$67.7K
6,078
+10%
减持
IJH
ISHARES TR
+$67.4K
23,230
-1%
减持
T
AT&T INC
-$61.8K
15,358
-10%
增持
SPMD
SPDR SERIES TRUST
+$60.3K
10,227
+6%
减持
PRU
PRUDENTIAL FINL INC
-$56.6K
3,549
-10%
增持
SCHP
SCHWAB STRATEGIC TR
+$55.8K
9,699
+26%
增持
GWX
SPDR INDEX SHS FDS
+$54.8K
12,042
+4%
减持
CAG
CONAGRA BRANDS INC
-$54.0K
12,544
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$53.5K
1,055
-11%
减持
ALLW
SSGA ACTIVE TR
+$50.2K
29,818
-0%
增持
SCHC
SCHWAB STRATEGIC TR
+$48.3K
8,894
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$46.1K
792
+18%
减持
VZ
VERIZON COMMUNICATIONS INC
-$45.5K
10,668
-10%
减持
JNJ
JOHNSON & JOHNSON
+$41.9K
1,404
-2%
减持
HSY
HERSHEY CO
-$41.5K
1,100
-26%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$40.4K
20,226
-13%
增持
GLDM
WORLD GOLD TR
+$39.8K
3,518
+1%
减持
KMB
KIMBERLY-CLARK CORP
-$38.3K
1,870
-11%
增持
LQD
ISHARES TR
+$37.6K
6,370
+4%
减持
GIS
GENERAL MLS INC
-$37.4K
5,133
-10%
减持
TFC
TRUIST FINL CORP
-$35.9K
8,184
-14%
减持
IP
INTERNATIONAL PAPER CO
-$35.2K
5,932
-11%
减持
TSCO
TRACTOR SUPPLY CO
-$34.8K
3,686
-20%
减持
—
SMURFIT WESTROCK PLC
-$34.8K
6,907
-9%
减持
NFLX
NETFLIX INC
-$34.5K
208
-2%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$33.8K
2,873
-12%
减持
OGE
OGE ENERGY CORP
-$33.8K
6,631
-14%
减持
PFE
PFIZER INC
-$33.3K
18,368
-11%
增持
EMLC
VANECK ETF TRUST
+$31.6K
11,520
+11%
减持
QUAL
ISHARES TR
+$29.0K
2,972
-1%
增持
REET
ISHARES TR
+$28.2K
11,187
+7%
减持
VLO
VALERO ENERGY CORP
+$27.9K
2,169
-15%
减持
TROW
PRICE T ROWE GROUP INC
-$27.1K
4,752
-11%
减持
PNW
PINNACLE WEST CAP CORP
-$27.0K
2,723
-10%
减持
KO
COCA COLA CO
-$25.8K
4,512
-2%
减持
—
BUNGE GLOBAL SA
-$25.1K
3,052
-10%
增持
MGK
VANGUARD WORLD FD
+$24.6K
608
+1%
减持
SWKS
SKYWORKS SOLUTIONS INC
-$23.5K
3,506
-11%
减持
MCD
MCDONALDS CORP
-$23.2K
1,466
-9%
增持
DTD
WISDOMTREE TR
+$23.1K
5,155
+0%
减持
USB
US BANCORP DEL
-$23.1K
7,811
-12%
减持
CMS
CMS ENERGY CORP
-$22.6K
4,349
-12%
减持
RF
REGIONS FINANCIAL CORP NEW
-$21.7K
14,128
-16%
减持
KEY
KEYCORP
-$21.5K
19,652
-12%
增持
XLF
SELECT SECTOR SPDR TR
+$21.4K
6,568
+3%
减持
EXC
EXELON CORP
-$20.6K
6,018
-10%
减持
FITB
FIFTH THIRD BANCORP
-$19.8K
6,174
-14%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$17.2K
2,857
-11%
减持
DTE
DTE ENERGY CO
-$17.1K
1,945
-12%
减持
EIX
EDISON INTL
-$17.1K
7,342
-10%
减持
LAZ
LAZARD INC
-$16.9K
6,381
-13%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$16.9K
3,114
+4%
增持
XLV
SELECT SECTOR SPDR TR
+$15.1K
1,567
+4%
