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Independent Wealth Advisors LLC

报告期 2026-03-31 · CIK 0002136099

持仓数

70

前50大市值合计

$96.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GLD SPDR GOLD TR

GOLD SHS

$11.4M

26,530

11.8%

CSHI NEOS ETF TRUST

NEOS ENH INC 1-3

$6.4M

128,243

6.6%

HEQT SIMPLIFY EXCHANGE TRADED FUN

HEDGED EQUITY

$5.9M

185,810

6.1%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$5.6M

111,534

5.8%

SPD SIMPLIFY EXCHANGE TRADED FUN

US EQT PLS DWNSD

$5.4M

148,884

5.6%

NOBL PROSHARES TR

S&P 500 DV ARIST

$4.7M

44,633

4.9%

HOLA J P MORGAN EXCHANGE TRADED F

INTL HDGD EQT LA

$4.5M

86,158

4.7%

SHY ISHARES TR

1 3 YR TREAS BD

$3.9M

47,728

4.1%

IAU ISHARES GOLD TR

ISHARES NEW

$3.7M

42,516

3.9%

SSUS STRATEGY SHS

DAY HAGAN SMART

$3.5M

75,287

3.6%

MGC VANGUARD WORLD FD

MEGA CAP INDEX

$3.2M

13,460

3.3%

SLV ISHARES SILVER TR

ISHARES

$2.9M

43,206

3.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$2.9M

4,443

3.0%

CDX SIMPLIFY EXCHANGE TRADED FUN

HIGH YIELD ETF

$2.2M

102,390

2.3%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$2.1M

5,774

2.2%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$2.0M

87,332

2.1%

BSJR INVESCO EXCH TRD SLF IDX FD

BULETSHS 2027

$1.9M

86,188

2.0%

HDV ISHARES TR

CORE HIGH DV ETF

$1.6M

11,869

1.7%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$1.6M

8,359

1.7%

BSJS INVESCO EXCH TRD SLF IDX FD

INVSCO 28 HYCORP

$1.5M

68,091

1.5%

PSCI INVESCO EXCH TRADED FD TR II

S&P SMLCP INDL

$1.4M

9,053

1.5%

VBR VANGUARD INDEX FDS

SM CP VAL ETF

$1.2M

5,549

1.3%

AAPL APPLE INC

COM

$1.1M

4,442

1.2%

VTV VANGUARD INDEX FDS

VALUE ETF

$1.1M

5,737

1.2%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$1.0M

7,352

1.1%

IXUS ISHARES TR

CORE MSCI TOTAL

$926.4K

10,692

1.0%

IOO ISHARES TR

GLOBAL 100 ETF

$909.2K

7,516

0.9%

ITA ISHARES TR

US AER DEF ETF

$751.9K

3,437

0.8%

TCAF T ROWE PRICE ETF INC

CAP APPRECIATION

$748.7K

21,036

0.8%

MGV VANGUARD WORLD FD

MEGA CAP VAL ETF

$705.9K

4,870

0.7%

IWM ISHARES TR

RUSSELL 2000 ETF

$692.0K

2,790

0.7%

VOE VANGUARD INDEX FDS

MCAP VL IDXVIP

$649.9K

3,527

0.7%

QQQ INVESCO QQQ TR

UNIT SER 1

$637.9K

1,105

0.7%

SGOV ISHARES TR

0-3 MNTH TREASRY

$630.1K

6,260

0.7%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$573.4K

6,249

0.6%

CARY ANGEL OAK FUNDS TRUST

INCOME ETF

$559.0K

26,912

0.6%

VEU VANGUARD INTL EQUITY INDEX F

ALLWRLD EX US

$513.3K

6,835

0.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$489.1K

15,943

0.5%

MSFT MICROSOFT CORP

COM

$469.8K

1,269

0.5%

ALLW SSGA ACTIVE TR

SST BRIDGEWATER

$455.1K

15,774

0.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$438.0K

1,525

0.5%

IWB ISHARES TR

RUS 1000 ETF

$434.3K

1,218

0.5%

VB VANGUARD INDEX FDS

SMALL CP ETF

$403.7K

1,541

0.4%

PSI INVESCO EXCHANGE TRADED FD T

SEMICONDUCTORS

$374.9K

3,972

0.4%

IVE ISHARES TR

S&P 500 VAL ETF

$358.4K

1,697

0.4%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$354.2K

1,104

0.4%

XAR SPDR SERIES TRUST

STATE STREET SPD

$338.4K

1,332

0.4%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$327.3K

5,343

0.3%

FLOT ISHARES TR

FLTG RATE NT ETF

$326.8K

6,415

0.3%

VWO VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF

$326.7K

6,044

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

41%前 6 大占比

GLD11.8%CSHI6.6%HEQT6.1%USFR5.8%SPD5.6%NOBL4.9%

Independent Wealth Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心