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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 77
减持 51
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.6M
14,665
-57%
减持
SHY
ISHARES TR
-$3.1M
3,592
-91%
增持
IEI
ISHARES TR
+$2.9M
54,192
+83%
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。
清仓
PG
PROCTER AND GAMBLE CO
-$2.0M
0
-100%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.8M
151,332
+30%
清仓
NOW
SERVICENOW INC
-$1.2M
0
-100%
减持
MSFT
MICROSOFT CORP
-$990.7K
6,385
-19%
增持
JPM
JPMORGAN CHASE & CO.
+$967.2K
5,031
+143%
增持
META
META PLATFORMS INC
+$965.5K
4,403
+67%
增持
VZ
VERIZON COMMUNICATIONS INC
+$869.2K
32,851
+208%
增持
SPDW
SPDR INDEX SHS FDS
+$865.1K
110,456
+17%
减持
DYFI
ETF OPPORTUNITIES TRUST
-$835.3K
81,810
-30%
减持
BIL
SPDR SERIES TRUST
-$793.1K
2,744
-76%
减持
COST
COSTCO WHSL CORP NEW
-$787.9K
3,323
-16%
增持
DFGP
DIMENSIONAL ETF TRUST
+$786.2K
67,287
+31%
增持
MO
ALTRIA GROUP INC
+$785.2K
24,847
+154%
增持
KMI
KINDER MORGAN INC DEL
+$777.1K
47,573
+154%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$724.3K
3,542
-29%
清仓
JNK
SPDR SERIES TRUST
-$644.5K
0
-100%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$636.5K
7,600
增持
SPTL
SPDR SERIES TRUST
+$601.0K
44,944
+106%
增持
DFCF
DIMENSIONAL ETF TRUST
+$594.2K
73,459
+24%
增持
BLK
BLACKROCK INC
+$508.8K
1,095
+92%
清仓
SPIB
SPDR SERIES TRUST
-$488.9K
0
-100%
增持
FISR
SSGA ACTIVE TR
+$482.9K
71,019
+36%
增持
SPY
SPDR S&P 500 ETF TR
+$453.2K
16,566
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$444.3K
29,106
+31%
增持
DFAI
DIMENSIONAL ETF TRUST
+$440.6K
43,768
+30%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$439.9K
8,582
+44%
增持
GEV
GE VERNOVA INC
+$418.0K
1,762
+48%
增持
DUHP
DIMENSIONAL ETF TRUST
+$412.2K
45,199
+31%
减持
WMT
WALMART INC
-$383.4K
10,514
-30%
减持
GOOG
ALPHABET INC
-$373.4K
7,589
-33%
增持
ABBV
ABBVIE INC
+$364.5K
8,470
+25%
减持
LLY
ELI LILLY & CO
-$356.7K
1,828
-40%
建仓
IEF
ISHARES TR
+$352.0K
3,660
清仓
BKR
BAKER HUGHES COMPANY
-$314.9K
0
-100%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$313.9K
40,081
+39%
建仓
URTY
PROSHARES TR
+$307.8K
5,788
清仓
TNA
DIREXION SHS ETF TR
-$304.1K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$296.6K
0
-100%
减持
GOOGL
ALPHABET INC
-$282.7K
1,074
-58%
增持
XLSR
SSGA ACTIVE TR
+$279.6K
63,061
+3%
增持
AAPL
APPLE INC
+$273.5K
12,591
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$268.8K
17,506
+90%
清仓
JNJ
JOHNSON & JOHNSON
-$260.3K
0
-100%
清仓
NFLX
NETFLIX INC
-$249.4K
0
-100%
建仓
DFAR
DIMENSIONAL ETF TRUST
+$242.6K
10,595
增持
DUK
DUKE ENERGY CORP NEW
+$239.8K
8,956
+37%
清仓
XLV
SELECT SECTOR SPDR TR
-$218.1K
0
-100%
建仓
RSPH
INVESCO EXCHANGE TRADED FD T
+$214.1K
6,722
增持
PANW
PALO ALTO NETWORKS INC
+$213.6K
5,765
+38%
清仓
TSCO
TRACTOR SUPPLY CO
-$209.6K
0
-100%
减持
TLT
ISHARES TR
-$207.9K
53,682
-2%
减持
ANGL
VANECK ETF TRUST
-$206.5K
9,054
-43%
清仓
HSY
HERSHEY CO
-$205.8K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$204.6K
0
-100%
减持
CERY
SPDR SERIES TRUST
-$203.9K
102,190
-6%
清仓
FAST
FASTENAL CO
-$203.9K
0
-100%
清仓
DGX
QUEST DIAGNOSTICS INC
-$201.3K
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$195.0K
39,510
-17%
增持
SPAB
SPDR SERIES TRUST
+$185.0K
69,356
+12%
增持
XLF
SELECT SECTOR SPDR TR
+$183.7K
9,815
+49%
清仓
OPEN
OPENDOOR TECHNOLOGIES INC
-$171.8K
0
-100%
减持
SPSM
SPDR SERIES TRUST
-$170.3K
21,655
-15%
减持
FBND
FIDELITY MERRIMACK STR TR
-$163.6K
10,933
-24%
增持
DFIV
DIMENSIONAL ETF TRUST
+$152.9K
11,001
+28%
增持
DFEV
DIMENSIONAL ETF TRUST
+$149.3K
17,024
+28%
增持
RTX
RTX CORPORATION
+$146.6K
2,863
+27%
增持
DFAE
DIMENSIONAL ETF TRUST
+$136.6K
17,220
+28%
增持
DIHP
DIMENSIONAL ETF TRUST
+$134.3K
16,756
+29%
减持
GLD
SPDR GOLD TR
+$126.0K
4,112
-3%
减持
V
VISA INC
-$121.2K
3,109
-12%
增持
WEC
WEC ENERGY GROUP INC
+$105.3K
3,866
+46%
增持
SPEM
SPDR INDEX SHS FDS
+$85.6K
39,544
+5%
减持
HD
HOME DEPOT INC
-$81.7K
1,284
-1%
清仓
MFG
MIZUHO FINANCIAL GROUP INC
-$79.4K
0
-100%
增持
IAU
ISHARES GOLD TR
+$78.6K
4,236
+16%
增持
—
EXXON MOBIL CORP
+$77.3K
3,123
+18%
减持
AMZN
AMAZON COM INC
-$76.1K
19,152
-6%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$73.2K
6,610
-18%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$67.4K
2,944
-16%
减持
SPYM
SPDR SERIES TRUST
+$65.9K
42,048
-0%
增持
AGG
ISHARES TR
+$60.3K
9,466
+7%
增持
SPMD
SPDR SERIES TRUST
+$59.1K
11,121
+9%
增持
PRU
PRUDENTIAL FINL INC
+$53.8K
3,739
+5%
增持
XLK
SELECT SECTOR SPDR TR
-$53.2K
2,416
+70%
减持
ALLW
SSGA ACTIVE TR
-$51.9K
28,353
-5%
减持
DTD
WISDOMTREE TR
-$50.6K
4,506
-13%
减持
NKE
NIKE INC
-$45.2K
7,203
-0%
增持
HPQ
HP INC
-$41.7K
9,872
+3%
增持
SCHC
SCHWAB STRATEGIC TR
+$37.8K
9,720
+9%
增持
EMHC
SPDR SERIES TRUST
+$36.8K
21,966
+6%
减持
KEY
KEYCORP
+$35.7K
19,525
-1%
增持
EIX
EDISON INTL
+$35.3K
7,351
+0%
减持
GPC
GENUINE PARTS CO
-$34.9K
2,213
-0%
增持
SWKS
SKYWORKS SOLUTIONS INC
-$34.4K
3,714
+6%
减持
USB
US BANCORP DEL
+$32.4K
7,682
-2%
增持
IP
INTERNATIONAL PAPER CO
-$32.0K
6,175
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$31.8K
13,172
+7%
增持
OMC
OMNICOM GROUP INC
+$29.6K
4,331
+10%
增持
IEMG
ISHARES INC
+$29.5K
18,911
+0%
减持
VLO
VALERO ENERGY CORP
-$29.1K
2,090
-4%
增持
ORI
OLD REP INTL CORP
+$28.5K
6,960
+2%
减持
MCD
MCDONALDS CORP
-$27.0K
1,370
-7%
增持
KMB
KIMBERLY-CLARK CORP
-$26.1K
2,045
+9%
减持
OGE
OGE ENERGY CORP
-$25.8K
6,581
-1%
减持
DTE
DTE ENERGY CO
-$25.5K
1,936
-0%
增持
MGK
VANGUARD WORLD FD
+$25.3K
654
+8%
增持
T
AT&T INC
-$24.7K
16,467
+7%
减持
F
FORD MTR CO
+$24.1K
33,716
-4%
增持
IJH
ISHARES TR
+$22.5K
23,310
+0%
增持
PM
PHILIP MORRIS INTL INC
+$20.7K
2,099
+8%
增持
EMLC
VANECK ETF TRUST
+$20.5K
12,175
+6%
减持
CFG
CITIZENS FINL GROUP INC
+$20.4K
6,541
-4%
减持
—
BUNGE GLOBAL SA
+$20.1K
3,010
-1%
增持
TSLA
TESLA INC
+$19.9K
1,658
+2%
增持
SCHP
SCHWAB STRATEGIC TR
+$19.6K
10,608
+9%
增持
RF
REGIONS FINANCIAL CORP NEW
+$19.4K
14,464
+2%
减持
CMS
CMS ENERGY CORP
-$19.4K
4,278
-2%
增持
—
LYONDELLBASELL INDUSTRIES N
-$19.0K
6,413
+6%
增持
TROW
PRICE T ROWE GROUP INC
+$18.3K
4,943
+4%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$18.1K
2,890
+1%
减持
PPL
PPL CORP
-$17.9K
7,502
-1%
增持
—
SMURFIT WESTROCK PLC
-$17.4K
7,152
+4%
减持
D
DOMINION ENERGY INC
-$17.2K
6,264
-0%
增持
CVS
CVS HEALTH CORP
+$17.2K
4,158
+0%
增持
BBY
BEST BUY INC
-$16.6K
3,345
+5%
增持
TIP
ISHARES TR
+$16.5K
3,520
+6%
减持
TFC
TRUIST FINL CORP
+$16.4K
7,937
-3%
增持
IEFA
ISHARES TR
+$15.8K
6,108
+0%
增持
FITB
FIFTH THIRD BANCORP
+$15.2K
6,201
+0%
减持
KO
COCA COLA CO
-$15.1K
4,064
-10%
减持
IJR
ISHARES TR
+$14.3K
13,809
-0%
增持
GWX
SPDR INDEX SHS FDS
+$14.1K
12,188
+1%
减持
PFE
PFIZER INC
-$13.3K
18,261
-1%
减持
EXC
EXELON CORP
-$13.1K
5,912
-2%
减持
LQD
ISHARES TR
-$12.8K
6,328
-1%
增持
GIS
GENERAL MLS INC
-$12.6K
5,295
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.4K
12,398
+3%
增持
LAZ
LAZARD INC
-$12.0K
6,688
+5%
增持
VTI
VANGUARD INDEX FDS
+$11.7K
698
+3%
减持
FE
FIRSTENERGY CORP
-$10.6K
6,540
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.4K
1,040
-1%
减持
QUAL
ISHARES TR
+$9.7K
2,959
-0%
减持
MBB
ISHARES TR
-$9.3K
3,048
-3%
减持
QQQ
INVESCO QQQ TR
+$9.1K
3,673
-2%
增持
ES
EVERSOURCE ENERGY
-$8.7K
4,592
+3%
增持
ADM
ARCHER DANIELS MIDLAND CO
-$8.2K
6,744
+2%
增持
CVX
CHEVRON CORP NEW
-$6.9K
2,973
+0%
