13FBOX
TrueWealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

TrueWealth Advisors, LLC

No.4594 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$4.44亿
环比变动 Q1 2026
+$4,600.0万+11.6%
持仓股票数
235
新买入
15
加仓
96
减仓
98
清仓
13
持股不变
26
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
FFUNDSTRAT GRANNYGRNY
8.96%8.48%$3,974.2万143.7万股$3,373.1万141.3万股+2.4万股+1.71%加仓
F富达·MERRIMACK STR TRFBND
6.32%6.93%$2,804.9万61.7万股$2,756.8万60.4万股+1.2万股+2.03%加仓
SSPDR标普500 ETFSPY
5.79%5.66%$2,568.6万3.4万股$2,249.6万3.5万股-195股-0.56%减仓
C资本集团固定收益ETF信托CGMS
4.91%5.4%$2,175.7万79.6万股$2,147.9万78.9万股+7,272股+0.92%加仓
DDBX ETF信托DBEF
4.36%4.32%$1,933.5万35.4万股$1,718.7万34.8万股+6,014股+1.73%加仓
I景顺QQQ信托VOO
3.19%2.83%$1,414.8万1.9万股$1,125.8万2.0万股-293股-1.50%减仓
AAPTUS DEFINED RISK ETFDRSK
3.06%3.22%$1,359.5万47.3万股$1,281.7万46.9万股+3,905股+0.83%加仓
S道富SPYV
2.99%2.91%$1,324.6万21.8万股$1,158.0万20.5万股+1.3万股+6.46%加仓
F第一信托交易所交易基金SDVY
2.7%2.64%$1,195.6万27.7万股$1,051.4万26.7万股+1.1万股+3.94%加仓
TTidal·TRUST IIIGRNJ
2.63%2.27%$1,166.9万37.1万股$903.9万36.1万股+9,709股+2.69%加仓
EEA SERIES TRUSTFRDM
2.38%1.93%$1,056.3万14.5万股$768.4万14.1万股+4,293股+3.05%加仓
IiShares安硕信托IGRO
1.76%1.86%$779.3万8.9万股$739.7万8.8万股+325股+0.37%加仓
F第一信托交易所交易基金VIUCON
1.48%1.63%$656.1万26.4万股$648.7万26.2万股+1,816股+0.69%加仓
BBROOKFIELD WEALTH SO A FCLASS ABNT
1.32%1.36%$583.7万12.7万股$538.8万12.8万股-1,900股-1.48%减仓
SERVISFIRST BANCSHARESSFBS
1.28%1.2%$567.9万6.5万股$476.8万6.5万股00.00%持仓不变
UUNIFIED SER TROALC
1.22%1.01%$543.2万13.2万股$400.2万11.7万股+1.6万股+13.36%加仓
S嘉信策略信托SCHD
1.18%1.27%$525.4万16.6万股$503.4万16.4万股+1,585股+0.97%加仓
INNOVATIVE INDL PPTYS INREITIIPR
1.02%0.95%$451.6万7.3万股$377.7万7.5万股-2,425股-3.22%减仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
0.99%0.96%$439.0万8,403股$381.1万8,228股+175股+2.13%加仓
F第一信托交易所交易基金RDVY
0.93%0.81%$411.4万5.1万股$322.3万4.7万股+3,552股+7.53%加仓
HEICOHEI
0.89%0.81%$392.9万1.5万股$321.5万1.5万股00.00%持仓不变
南方电力SO
0.87%1.03%$387.5万4.0万股$407.6万4.2万股-1,740股-4.12%减仓
PPacer基金信托COWZ
0.76%0.84%$337.4万5.4万股$334.3万5.3万股+802股+1.50%加仓
苹果AAPL
0.73%0.73%$324.0万1.1万股$289.9万1.1万股-222股-1.94%减仓
IINSPIRE CORPORATE BOND ETFIBD
0.66%0.66%$294.0万12.4万股$263.1万11.0万股+1.3万股+12.16%加仓
J摩根大通交易所交易基金JEPI
0.62%0.68%$274.0万4.9万股$270.5万4.8万股+791股+1.66%加仓
J摩根大通交易所交易基金JEPQ
0.6%0.61%$264.8万4.3万股$241.8万4.4万股-471股-1.08%减仓
沃尔玛WMT
0.55%0.66%$246.0万2.2万股$264.2万2.1万股+455股+2.14%加仓
亚马逊AMZN
0.54%0.53%$241.6万1.0万股$211.1万1.0万股00.00%持仓不变
UUNIFIED SER TROAIM
0.53%0.39%$233.6万4.9万股$154.9万3.6万股+1.3万股+35.77%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.52%0.53%$231.1万9,766股$210.1万9,771股-5股-0.05%减仓
S道富SPYM
0.51%0.5%$226.6万2.6万股$198.5万2.6万股-144股-0.56%减仓
Globe LifeGL
0.47%0.42%$208.7万1.2万股$166.0万1.2万股-245股-2.05%减仓
微软MSFT
0.44%0.5%$195.5万5,241股$198.3万5,358股-117股-2.18%减仓
特斯拉TSLA
0.43%0.41%$191.2万4,545股$164.3万4,420股+125股+2.83%加仓
I景顺·NASDAQ 100 ETFQQQM
0.43%0.39%$190.5万6,286股$153.5万6,459股-173股-2.68%减仓
DDBX ETF信托DBEM
0.42%0.4%$187.7万4.6万股$159.4万4.7万股-1,001股-2.14%减仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.4%0.33%$178.8万6.1万股$131.5万5.1万股+9,339股+18.15%加仓
埃克森美孚XOM
0.4%0.56%$178.4万1.3万股$222.8万1.3万股-83股-0.63%减仓
雪佛龙CVX
0.4%0.56%$176.3万1.1万股$221.2万1.1万股-58股-0.54%减仓
FIRST INTST BANCSYSTEMFIBK
0.4%0.41%$176.0万4.8万股$162.7万4.8万股00.00%持仓不变
CCARPENTER TECHNOLOGYCRS
0.39%0.27%$172.0万2,789股$108.5万2,753股+36股+1.31%加仓
英伟达NVDA
0.38%0.38%$169.5万8,469股$149.8万8,592股-123股-1.43%减仓
F富达Covington信托FENI
0.38%0.32%$167.4万4.2万股$127.3万3.4万股+7,508股+21.94%加仓
V先锋领航·MIDVO
0.36%0.36%$160.4万2.0万股$142.9万4,975股+1.5万股+300.22%加仓
S道富SPAB
0.36%0.41%$159.9万6.3万股$161.1万6.3万股-240股-0.38%减仓
S道富SPIB
0.36%0.4%$158.5万4.7万股$159.1万4.7万股-78股-0.16%减仓
威廉姆斯WMB
0.35%0.38%$153.1万2.1万股$150.7万2.1万股-120股-0.58%减仓
EETF系列解决方案OSCV
0.34%0.35%$151.5万3.6万股$140.8万3.6万股+208股+0.58%加仓
美光科技MU
0.34%0.1%$151.2万1,310股$40.4万1,196股+114股+9.53%加仓

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