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

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

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 调仓2025-12-31 → 2026-03-31 · 共 63 项建仓 8增持 40减持 14清仓 1

方向

标的

Δ市值

现股数(环比)

增持

CSHI NEOS ETF TRUST

+$1.9M

128,243 +44%

减持

USFR WISDOMTREE TR

-$1.3M

111,534 -19%

减持

GLD SPDR GOLD TR

+$827.4K

26,530 -1%

增持

BSJS INVESCO EXCH TRD SLF IDX FD

+$563.0K

68,091 +64%

建仓

CARY ANGEL OAK FUNDS TRUST

+$559.0K

26,912

建仓

ALLW SSGA ACTIVE TR

+$455.1K

15,774

增持

SHY ISHARES TR

+$361.0K

47,728 +10%

建仓

XLE SELECT SECTOR SPDR TR

+$327.3K

5,343

建仓

DIA STATE STR SPDR DOW JONES IND

+$319.5K

690

增持

HOLA J P MORGAN EXCHANGE TRADED F

+$312.8K

86,158 +7%

增持

BSJR INVESCO EXCH TRD SLF IDX FD

+$304.2K

86,188 +20%

建仓

HDG PROSHARES TR

+$298.3K

5,787

减持

TCAF T ROWE PRICE ETF INC

-$282.0K

21,036 -22%

增持

PSCI INVESCO EXCH TRADED FD TR II

+$254.6K

9,053 +19%

建仓

VZ VERIZON COMMUNICATIONS INC

+$232.4K

4,629

建仓

IJR ISHARES TR

+$228.5K

1,838

增持

HEQT SIMPLIFY EXCHANGE TRADED FUN

+$220.0K

185,810 +6%

增持

SPD SIMPLIFY EXCHANGE TRADED FUN

-$210.1K

148,884 +4%

建仓

IVW ISHARES TR

+$209.5K

1,852

清仓

BAI BLACKROCK ETF TRUST

-$201.4K

0 -100%

增持

HDV ISHARES TR

+$200.4K

11,869 +2%

增持

NOBL PROSHARES TR

+$190.9K

44,633 +2%

减持

CDX SIMPLIFY EXCHANGE TRADED FUN

-$172.2K

102,390 -3%

增持

RSP INVESCO EXCHANGE TRADED FD T

+$167.2K

8,359 +11%

减持

SSUS STRATEGY SHS

-$158.4K

75,287 -0%

增持

BSJQ INVESCO EXCH TRD SLF IDX FD

+$153.1K

87,332 +9%

增持

SPY STATE STR SPDR S&P 500 ETF T

+$133.4K

4,443 +10%

增持

MSFT MICROSOFT CORP

-$123.1K

1,269 +4%

减持

IAU ISHARES GOLD TR

+$115.9K

42,516 -5%

增持

MGC VANGUARD WORLD FD

-$105.5K

13,460 +3%

减持

GOOGL ALPHABET INC

-$97.9K

824 -23%

增持

IXUS ISHARES TR

+$89.4K

10,692 +8%

增持

VOO VANGUARD INDEX FDS

+$74.8K

514 +39%

增持

MGK VANGUARD WORLD FD

-$72.5K

5,774 +9%

增持

XLU SELECT SECTOR SPDR TR

+$61.6K

6,108 +19%

增持

IVV ISHARES TR

+$60.7K

454 +32%

增持

AAPL APPLE INC

-$56.1K

4,442 +2%

减持

VTV VANGUARD INDEX FDS

-$53.9K

5,737 -7%

增持

SCHD SCHWAB STRATEGIC TR

+$53.4K

15,943 +0%

增持

VXUS VANGUARD STAR FDS

+$52.1K

4,150 +17%

增持

IWM ISHARES TR

+$41.7K

2,790 +6%

增持

VUG VANGUARD INDEX FDS

-$37.9K

745 +0%

减持

VGT VANGUARD WORLD FD

-$36.5K

423 -4%

增持

IOO ISHARES TR

+$32.7K

7,516 +9%

增持

QQQ INVESCO QQQ TR

-$28.3K

1,105 +2%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$26.6K

836 +8%

减持

VT VANGUARD INTL EQUITY INDEX F

-$24.7K

7,352 -0%

减持

GDX VANECK ETF TRUST

+$24.4K

6,249 -2%

增持

VEU VANGUARD INTL EQUITY INDEX F

+$22.4K

6,835 +2%

增持

IWB ISHARES TR

-$19.7K

1,218 +0%

增持

MGV VANGUARD WORLD FD

+$18.9K

4,870 +0%

增持

ITA ISHARES TR

+$14.2K

3,437 +0%

减持

VB VANGUARD INDEX FDS

-$8.3K

1,541 -4%

增持

VYM VANGUARD WHITEHALL FDS

+$7.3K

1,454 +0%

增持

VTI VANGUARD INDEX FDS

+$6.2K

1,104 +6%

增持

HYG ISHARES TR

-$3.6K

3,722 +0%

增持

SGOV ISHARES TR

+$3.3K

6,260 +0%

增持

VIG VANGUARD SPECIALIZED FUNDS

-$3.2K

1,328 +1%

增持

ILCV ISHARES TR

-$2.7K

2,649 +0%

减持

SLV ISHARES SILVER TR

-$2.5K

43,206 -6%

减持

PSL INVESCO EXCHANGE TRADED FD T

-$1.8K

2,305 -8%

增持

FLOT ISHARES TR

+$1.6K

6,415 +0%

增持

IVE ISHARES TR

-$786

1,697 +0%

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。