13FBOX
TRUE Private Wealth Advisors · 13F 持仓分析
期权收益计算器 机构排行

TRUE Private Wealth Advisors

No.2505
最新持仓市值 (Q2 2026)
$11.59亿
环比变动 Q1 2026
+$1.10亿+10.5%
持仓股票数
283
新买入
29
加仓
114
减仓
120
清仓
12
持股不变
20
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
IiShares安硕信托IXUS
7.1%8.44%$8,228.1万86.2万股$8,854.6万102.2万股-16.0万股-15.64%减仓
IiShares安硕·MSCI EMERGING MARKETS EX CHINA ETFEMXC
4.34%4.46%$5,024.7万49.1万股$4,684.2万59.6万股-10.4万股-17.52%减仓
IiShares安硕·TR ISHARES SEMICDTRSOXX
3.74%2.11%$4,338.5万6.8万股$2,213.8万6.7万股+352股+0.52%加仓
IiShares安硕信托IEUR
3.51%3.67%$4,069.1万54.1万股$3,847.6万54.8万股-6,232股-1.14%减仓
IiShares安硕EWJ
3.16%0.33%$3,666.9万39.3万股$350.9万4.2万股+35.2万股+846.05%加仓
I景顺交易所交易基金信托RSP
3.12%3.68%$3,618.0万17.0万股$3,861.3万20.1万股-3.1万股-15.48%减仓
IiShares安硕信托IBTJ
3.12%3.79%$3,615.5万167.0万股$3,980.4万182.2万股-15.2万股-8.36%减仓
ZZACKS SMALL/MID CAP ETFSMIZ
2.99%2.37%$3,466.5万77.7万股$2,489.4万67.2万股+10.5万股+15.69%加仓
IiShares安硕信托IBIG
2.96%3.49%$3,435.2万130.8万股$3,657.0万139.3万股-8.5万股-6.07%减仓
IIshares Trust Ibonds Dec 2031 Term Treasury EtfIBTL
2.94%3.62%$3,409.4万168.9万股$3,798.9万186.2万股-17.4万股-9.32%减仓
IiShares安硕信托IBIE
2.92%3.7%$3,387.9万128.8万股$3,884.3万148.0万股-19.2万股-12.98%减仓
IiShares安硕信托ITOT
2.69%3.03%$3,115.3万19.0万股$3,183.8万22.4万股-3.4万股-15.16%减仓
F第一信托·UST MORNINGSTAR DIVIDEND LEADERS INDEX FUNDTDIV
2.63%3.57%$3,053.1万62.7万股$3,750.2万73.8万股-11.1万股-15.01%减仓
IiShares黄金信托IAU
2.54%1.73%$2,939.3万38.9万股$1,813.1万20.6万股+18.4万股+89.27%加仓
AALPS ETF信托AMLP
2.49%1.92%$2,880.5万55.6万股$2,016.2万38.3万股+17.3万股+45.05%加仓
苹果AAPL
2.42%2.41%$2,801.2万9.7万股$2,526.2万10.0万股-2,732股-2.74%减仓
F第一信托交易所交易基金FYC
2.18%0.12%$2,521.9万18.9万股$126.5万1.1万股+17.8万股+1,557.12%加仓
IiShares安硕·RUSSELLIWM
2.11%1.65%$2,440.5万8.1万股$1,727.6万7.0万股+1.2万股+16.61%加仓
VVanEck·CLO ETFCLOI
2.09%2.18%$2,427.0万45.8万股$2,286.1万43.4万股+2.5万股+5.66%加仓
I景顺交易所交易基金IISPHB
1.65%0.09%$1,912.9万12.3万股$89.2万7,690股+11.5万股+1,498.75%加仓
V先锋领航全球基金VGT
1.44%1.16%$1,669.3万14.0万股$1,213.4万1.7万股+12.2万股+703.13%加仓
美光科技MU
1.44%0.49%$1,668.4万1.4万股$510.4万1.5万股-653股-4.32%减仓
S嘉信策略信托SCHD
1.3%1.35%$1,501.9万47.4万股$1,417.9万46.2万股+1.1万股+2.48%加仓
英伟达NVDA
1.25%1.36%$1,448.2万7.2万股$1,431.1万8.2万股-9,683股-11.80%减仓
微软MSFT
1.06%1.12%$1,226.3万3.3万股$1,173.1万3.2万股+1,184股+3.74%加仓
亚马逊AMZN
0.88%0.91%$1,014.1万4.3万股$952.7万4.6万股-3,196股-6.99%减仓
RROUNDHILL ETF TRUSTNCLD
0.84%$973.6万13.2万股$00股+13.2万股新买入
ZZACKS TRUSTZECP
0.76%0.75%$882.7万23.4万股$782.2万23.1万股+2,695股+1.17%加仓
IiShares安硕信托AOR
0.74%0.76%$852.1万12.3万股$793.8万12.3万股-750股-0.61%减仓
V先锋领航指数基金VOO
0.73%0.73%$843.8万1.2万股$766.7万1.3万股-546股-4.26%减仓
礼来LLY
0.7%0.6%$808.2万6,739股$634.5万6,898股-159股-2.31%减仓
摩根大通JPM
0.61%0.63%$707.2万2.2万股$659.7万2.2万股-819股-3.65%减仓
强生JNJ
0.59%0.68%$680.7万2.7万股$715.8万2.9万股-2,480股-8.47%减仓
S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB
0.57%0.2%$661.0万6.1万股$208.4万2.3万股+3.9万股+169.24%加仓
艾伯维ABBV
0.54%0.56%$623.7万2.5万股$589.5万2.7万股-2,316股-8.55%减仓
伯克希尔哈撒韦BRK.B
0.52%0.56%$600.3万1.2万股$586.4万1.2万股-240股-1.96%减仓
谷歌AGOOGL
0.51%0.52%$596.2万1.7万股$543.6万1.9万股-2,220股-11.74%减仓
GGRANITESHARES ETF TRNVDL
0.49%0.46%$573.3万19.2万股$477.7万6.6万股+12.6万股+192.14%加仓
IiShares安硕信托IEFA
0.47%0.54%$541.0万5.6万股$570.7万6.3万股-7,015股-11.13%减仓
SSPDR黄金信托GLD
0.45%0.58%$526.4万1.4万股$604.7万1.4万股+235股+1.67%加仓
高盛GS
0.45%0.47%$525.4万5,194股$488.7万5,776股-582股-10.08%减仓
好市多COST
0.45%0.5%$520.4万5,562股$526.1万5,279股+283股+5.36%加仓
IiShares安硕信托IBTH
0.43%3.59%$496.7万22.2万股$3,763.8万167.8万股-145.6万股-86.77%减仓
DDirexion股票ETF信托TECL
0.42%0.16%$486.4万2.1万股$171.5万2.0万股+1,263股+6.37%加仓
IiShares安硕信托AGG
0.41%0.42%$469.6万4.7万股$444.8万4.5万股+2,635股+5.88%加仓
美国合众银行USB
0.4%0.38%$464.5万7.7万股$399.5万7.7万股+85股+0.11%加仓
ZZACKS QUALITY INTERNATIONAL ETFQUIZ
0.4%0.4%$462.0万15.8万股$421.5万15.6万股+1,765股+1.13%加仓
DDUTCH BROSBROS
0.37%0.29%$430.3万6.0万股$304.9万6.0万股-263股-0.44%减仓
UNITED RENTALSURI
0.36%0.3%$422.9万3,733股$318.2万4,367股-634股-14.52%减仓
迈威尔MRVL
0.36%0.05%$413.6万1.4万股$47.4万4,787股+9,096股+190.01%加仓

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