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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 7
增持 93
减持 39
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
MBB
ISHARES TR
+$2.0M
24,158
+693%
减持
META
META PLATFORMS INC
-$1.9M
1,708
-61%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.5M
15,017
-9%
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
IEI
ISHARES TR
-$1.5M
42,308
-22%
增持
DFAU
DIMENSIONAL ETF TRUST
+$1.3M
185,980
+23%
增持
AAPL
APPLE INC
+$981.1K
17,354
+38%
增持
CERY
SPDR SERIES TRUST
+$961.4K
110,073
+8%
减持
MO
ALTRIA GROUP INC
-$944.2K
7,402
-70%
增持
DFGP
DIMENSIONAL ETF TRUST
+$905.9K
84,165
+25%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$896.2K
0
-100%
增持
DFCF
DIMENSIONAL ETF TRUST
+$895.3K
95,257
+30%
减持
V
VISA INC
-$838.6K
833
-73%
增持
COST
COSTCO WHOLESALE CORPORATION
+$803.4K
3,682
+11%
减持
JPM
JPMORGAN CHASE & CO
-$759.5K
2,929
-42%
增持
TLT
ISHARES TR
+$654.1K
61,518
+15%
建仓
CRM
SALESFORCE INC
+$516.7K
2,768
建仓
NOW
SERVICENOW INC
+$478.4K
4,576
建仓
SPLB
SPDR SERIES TRUST
+$458.6K
20,641
清仓
CVX
CHEVRON CORP NEW
-$453.2K
0
-100%
减持
AMZN
AMAZON COM INC
-$451.5K
19,058
-0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$440.4K
34,801
+20%
减持
KMI
KINDER MORGAN INC DEL
-$436.6K
25,981
-45%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$403.2K
1,029
建仓
JNK
SPDR SERIES TRUST
+$397.5K
4,153
增持
VZ
VERIZON COMMUNICATIONS INC
+$359.7K
33,820
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$357.9K
51,999
+19%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$342.6K
8,086
-6%
增持
FISR
SSGA ACTIVE TR
+$339.7K
84,750
+19%
清仓
GOOGL
ALPHABET INC
-$336.2K
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$328.0K
55,685
+23%
增持
ABBV
ABBVIE INC
+$327.5K
10,404
+23%
建仓
DFSD
DIMENSIONAL ETF TRUST
+$326.6K
6,822
增持
SPAB
SPDR SERIES TRUST
+$326.3K
82,443
+19%
减持
SCHX
SCHWAB STRATEGIC TR
-$324.9K
28,794
-27%
清仓
LAZ
LAZARD INC
-$324.7K
0
-100%
清仓
ORI
OLD REP INTL CORP
-$317.6K
0
-100%
减持
GEV
GE VERNOVA INC
+$300.9K
1,664
-6%
增持
—
EXXON MOBIL CORP
+$299.8K
3,982
+28%
增持
VLO
VALERO ENERGY CORP
+$293.5K
2,565
+23%
减持
FBND
FIDELITY MERRIMACK STR TR
-$281.6K
4,860
-56%
清仓
—
SMURFIT WESTROCK PLC
-$276.6K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$272.8K
47,633
+13%
清仓
MGK
VANGUARD WORLD FD
-$270.0K
0
-100%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$263.8K
6,721
+5%
清仓
GIS
GENERAL MLS INC
-$246.2K
0
-100%
清仓
IWM
ISHARES TR
-$243.7K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$231.1K
3,233
-9%
增持
SPDW
SPDR INDEX SHS FDS
+$228.5K
112,460
+2%
增持
BIL
SPDR SERIES TRUST
+$217.5K
5,110
+86%
清仓
VUG
VANGUARD INDEX FDS
-$216.4K
0
-100%
建仓
SHV
ISHARES TR
+$214.8K
1,946
清仓
KMB
KIMBERLY-CLARK CORP
-$206.3K
0
-100%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$200.4K
8,091
+20%
增持
—
BUNGE GLOBAL SA
+$184.8K
3,561
+18%
减持
QQQ
INVESCO QQQ TR
-$171.6K
3,612
-2%
减持
BLK
BLACKROCK INC
-$168.9K
1,043
-5%
增持
PFE
PFIZER INC
+$145.6K
21,378
+17%
增持
DFEV
DIMENSIONAL ETF TRUST
+$145.3K
20,115
+18%
减持
SPTL
SPDR SERIES TRUST
-$143.9K
39,761
-12%
增持
SPEM
SPDR INDEX SHS FDS
+$142.5K
42,498
+7%
增持
DFIV
DIMENSIONAL ETF TRUST
+$136.6K
12,989
+18%
增持
IEMG
ISHARES INC
+$134.2K
20,149
+7%
减持
XLF
SELECT SECTOR SPDR TR
-$132.2K
8,210
-16%
增持
DFAE
DIMENSIONAL ETF TRUST
+$130.1K
20,406
+19%
增持
GOOG
ALPHABET INC
+$130.0K
8,755
+15%
增持
T
AT&T INC
+$128.2K
18,531
+13%
减持
SPSM
SPDR SERIES TRUST
-$128.1K
18,349
-15%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$119.6K
4,244
-36%
增持
DIHP
DIMENSIONAL ETF TRUST
+$115.7K
20,058
+20%
增持
XLSR
SSGA ACTIVE TR
+$115.2K
70,046
+11%
减持
WMT
WALMART INC
+$99.0K
10,222
-3%
增持
PANW
PALO ALTO NETWORKS INC
-$98.7K
6,008
+4%
减持
GRPM
INVESCO EXCHANGE TRADED FD T
-$94.4K
2,190
-26%
增持
IJR
ISHARES TR
+$93.5K
14,102
+2%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$93.3K
712
-10%
增持
CFG
CITIZENS FINL GROUP INC
+$93.2K
7,925
+21%
减持
EIX
EDISON INTL
-$93.0K
4,758
-35%
减持
AGG
ISHARES TR
-$92.5K
8,592
-9%
增持
AEP
AMERICAN ELEC PWR CO INC
+$84.9K
3,160
+11%
增持
NEE
NEXTERA ENERGY INC
+$83.3K
4,225
+10%
增持
RTX
RTX CORPORATION
+$83.1K
3,153
+10%
增持
D
DOMINION ENERGY INC
+$82.5K
7,272
+16%
增持
VTI
VANGUARD INDEX FDS
+$77.9K
973
+39%
增持
EXC
EXELON CORP
+$74.3K
6,774
+15%
增持
FE
FIRSTENERGY CORP
+$74.1K
7,243
+11%
增持
LQD
ISHARES TR
+$72.4K
7,062
+12%
增持
OKE
ONEOK INC NEW
+$72.1K
3,208
+8%
增持
PFG
PRINCIPAL FINANCIAL GROUP IN
+$71.6K
3,624
+25%
增持
NVDA
NVIDIA CORPORATION
+$68.9K
16,077
+10%
增持
PNW
PINNACLE WEST CAP CORP
+$68.2K
3,076
+13%
减持
DUK
DUKE ENERGY CORP NEW
+$67.2K
8,530
-5%
增持
CMS
CMS ENERGY CORP
+$65.3K
4,697
+10%
增持
DFAR
DIMENSIONAL ETF TRUST
+$63.4K
12,940
+22%
减持
XLK
SELECT SECTOR SPDR TR
-$61.4K
2,155
-11%
增持
LLY
ELI LILLY & CO
+$60.9K
2,202
+20%
减持
SCHD
SCHWAB STRATEGIC TR
-$59.3K
9,151
-26%
增持
ES
EVERSOURCE ENERGY
+$57.8K
5,296
+15%
增持
BBY
BEST BUY INC
+$57.3K
4,380
+31%
增持
KEY
KEYCORP
+$55.4K
22,863
+17%
增持
IEF
ISHARES TR
+$55.0K
4,264
+17%
增持
WEC
WEC ENERGY GROUP INC
+$52.6K
3,975
+3%
增持
PPL
PPL CORP
+$50.1K
8,190
+9%
增持
OGE
OGE ENERGY CORP
+$47.3K
6,846
+4%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$46.8K
21,406
+22%
增持
DTE
DTE ENERGY CO
+$46.0K
2,022
+4%
增持
FITB
FIFTH THIRD BANCORP
+$44.1K
7,196
+16%
增持
SHY
ISHARES TR
+$44.0K
4,136
+15%
减持
QUAL
ISHARES TR
-$43.9K
2,835
-4%
增持
USB
US BANCORP
+$42.4K
8,697
+13%
增持
MCD
MCDONALDS CORP
+$42.4K
1,483
+8%
增持
DYFI
ETF OPPORTUNITIES TRUST
+$40.9K
84,822
+4%
增持
BSV
VANGUARD BD INDEX FDS
+$38.8K
9,018
+6%
增持
WFC
WELLS FARGO & CO
-$38.8K
3,101
+1%
增持
SCHC
SCHWAB STRATEGIC TR
+$38.7K
10,296
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$38.5K
1,112
+7%
减持
ALLW
SSGA ACTIVE TR
+$38.2K
28,339
-0%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$37.8K
2,548
-14%
增持
CVS
CVS HEALTH CORP
+$36.6K
5,104
+23%
增持
IP
INTERNATIONAL PAPER CO
+$35.3K
7,801
+26%
增持
TROW
PRICE T ROWE GROUP INC
+$35.1K
6,003
+21%
减持
GLD
SPDR GOLD TR
-$35.0K
3,706
-10%
增持
GWX
SPDR INDEX SHS FDS
+$34.9K
12,620
+4%
增持
SRLN
SSGA ACTIVE ETF TR
+$33.9K
14,387
+9%
增持
SPMD
SPDR SERIES TRUST
+$33.5K
11,441
+3%
增持
PM
PHILIP MORRIS INTL INC
+$33.0K
2,236
+7%
增持
REET
ISHARES TR
+$32.5K
12,829
+10%
增持
EMHC
SPDR SERIES TRUST
+$32.0K
23,841
+9%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$28.0K
7,354
-3%
减持
IAU
ISHARES GOLD TR
+$23.8K
4,170
-2%
增持
RF
REGIONS FINANCIAL CORP NEW
+$23.7K
15,913
+10%
增持
PEG
PUBLIC SVC ENTERPRISE GROUP
+$21.1K
3,143
+8%
减持
JPC
NUVEEN PFD & INCOME OPPORTUN
-$20.4K
23,531
-4%
减持
KO
COCA COLA CO
+$19.2K
3,988
-2%
增持
F
FORD MTR CO
+$18.5K
39,936
+18%
增持
HD
HOME DEPOT INC
-$18.2K
1,288
+0%
增持
OMC
OMNICOM GROUP INC
+$17.6K
4,878
+13%
减持
GLDM
WORLD GOLD TR
+$15.0K
3,116
-3%
增持
EMLC
VANECK ETF TRUST
+$12.3K
13,008
+7%
增持
TFC
TRUIST FINL CORP
+$12.0K
8,759
+10%
增持
TIP
ISHARES TR
+$11.7K
3,612
+3%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$11.5K
11,172
-6%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
-$10.9K
6,729
+0%
增持
CAG
CONAGRA BRANDS INC
+$10.9K
15,180
+15%
减持
ANGL
VANECK ETF TRUST
-$9.7K
8,920
-1%
减持
IJH
ISHARES TR
-$9.2K
22,646
-3%
增持
AVGO
BROADCOM INC
-$8.3K
1,485
+10%
增持
HPQ
HP INC
-$6.8K
11,096
+12%
增持
DTD
WISDOMTREE TR
+$6.7K
4,507
+0%
增持
IEFA
ISHARES TR
+$6.7K
6,110
+0%
增持
SWKS
SKYWORKS SOLUTIONS INC
+$5.4K
4,498
+21%
