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

TruWealth Advisors, LLC

No.1700 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$20.81亿
环比变动 Q4 2025
+$3,651.0万+1.8%
持仓股票数
182
新买入
12
加仓
97
减仓
55
清仓
12
持股不变
18
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Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
F富达·MERRIMACK STR TRFBND
6.26%6.32%$1.30亿285.8万股$1.29亿280.8万股+5.0万股+1.77%加仓
PPIMCO太平洋投资管理ETFPYLD
5.32%5.31%$1.11亿423.0万股$1.09亿407.0万股+16.0万股+3.92%加仓
J骏利亨德森JAAA
5.29%5.24%$1.10亿218.7万股$1.07亿211.6万股+7.1万股+3.33%加仓
I景顺自营指数基金BSCS
4.46%4.51%$9,278.2万454.3万股$9,221.1万447.6万股+6.7万股+1.49%加仓
G通用动力VTI
4.11%5.44%$8,563.9万26.7万股$1.11亿33.2万股-6.5万股-19.50%减仓
I景顺自营指数基金BSCU
3.76%3.76%$7,825.2万468.0万股$7,696.5万454.9万股+13.2万股+2.89%加仓
苹果AAPL
2.51%2.68%$5,224.7万20.6万股$5,472.0万20.1万股+4,590股+2.28%加仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
2.44%1.64%$5,083.3万49.2万股$3,359.4万32.8万股+16.4万股+49.92%加仓
AAlphabet Inc Class CGOOG
2.27%2.53%$4,728.3万16.5万股$5,177.2万16.5万股-143股-0.09%减仓
IiShares安硕·RUSSELLIWF
2.24%3.2%$4,659.4万10.9万股$6,549.9万13.8万股-2.9万股-21.04%减仓
亚马逊AMZN
1.89%2.09%$3,924.2万18.8万股$4,281.4万18.5万股+2,937股+1.58%加仓
好市多COST
1.83%1.56%$3,804.6万3.8万股$3,193.0万3.7万股+1,156股+3.12%加仓
AAvantis·U SAVUV
1.81%1.67%$3,774.5万34.2万股$3,412.5万33.5万股+7,065股+2.11%加仓
DDimensional维度ETF信托DFIV
1.81%0.88%$3,766.1万71.4万股$1,796.5万36.0万股+35.4万股+98.20%加仓
微软MSFT
1.81%2.29%$3,758.3万10.2万股$4,680.8万9.7万股+4,745股+4.90%加仓
摩根大通JPM
1.74%1.86%$3,621.8万12.3万股$3,810.7万11.8万股+4,865股+4.11%加仓
F富达Covington信托FESM
1.69%1.67%$3,508.0万92.3万股$3,414.5万90.4万股+1.9万股+2.14%加仓
I景顺·NASDAQ 100 ETFQQQM
1.68%1.84%$3,487.7万14.7万股$3,767.2万14.9万股-2,162股-1.45%减仓
QUANTA SVCSPWR
1.68%1.32%$3,487.0万6.4万股$2,692.3万6.4万股-276股-0.43%减仓
自由港麦克莫兰FCX
1.64%1.46%$3,406.6万58.0万股$2,995.0万59.0万股-1.0万股-1.72%减仓
礼来LLY
1.59%1.86%$3,301.8万3.6万股$3,801.5万3.5万股+526股+1.49%加仓
卡特彼勒CAT
1.49%1.24%$3,104.0万4.4万股$2,533.6万4.4万股-412股-0.93%减仓
壳牌SHEL
1.44%1.16%$3,002.2万32.3万股$2,370.3万32.3万股+243股+0.08%加仓
思科CSCO
1.44%1.43%$2,988.5万38.5万股$2,931.3万38.1万股+4,619股+1.21%加仓
博通AVGO
1.41%1.55%$2,940.7万9.5万股$3,168.6万9.1万股+3,447股+3.77%加仓
戴蒙德能源FANG
1.26%0.95%$2,628.2万13.3万股$1,951.6万13.0万股+3,060股+2.36%加仓
IiShares安硕信托IWD
1.26%1.24%$2,619.7万12.3万股$2,543.3万12.1万股+1,691股+1.40%加仓
泛林集团LRCX
1.2%0.98%$2,500.0万11.7万股$2,001.1万11.7万股+107股+0.09%加仓
I景顺QQQ信托VOO
1.17%1.26%$2,427.5万4.2万股$2,569.4万4.2万股+233股+0.56%加仓
高盛GS
1.15%1.19%$2,394.0万2.8万股$2,429.6万2.8万股+658股+2.38%加仓
C资本集团固定收益ETF信托CGMS
1.14%1.05%$2,369.7万87.0万股$2,143.0万77.6万股+9.4万股+12.16%加仓
英伟达NVDA
1.12%1.19%$2,330.6万13.4万股$2,430.4万13.0万股+3,318股+2.55%加仓
台积电TSM
1.11%1.01%$2,309.0万6.8万股$2,072.7万6.8万股+118股+0.17%加仓
VisaV
1.1%1.24%$2,295.1万7.6万股$2,530.2万7.2万股+3,792股+5.26%加仓
V先锋领航指数基金VOO
1.06%1.13%$2,196.9万3.7万股$2,302.4万3.7万股+53股+0.14%加仓
WP CAREYWPC
1.03%0.94%$2,140.0万31.5万股$1,930.9万30.0万股+1.5万股+4.96%加仓
IiShares黄金信托IAU
1.02%0.94%$2,123.6万24.1万股$1,919.0万23.6万股+4,466股+1.89%加仓
I景顺自营指数基金BSCV
0.98%1.04%$2,045.5万124.3万股$2,132.2万127.7万股-3.4万股-2.70%减仓
艾伯维ABBV
0.94%0.97%$1,961.5万9.0万股$1,993.1万8.7万股+2,961股+3.39%加仓
F第一信托交易所交易基金VIUCON
0.92%0.98%$1,918.4万77.4万股$2,003.5万79.6万股-2.2万股-2.70%减仓
IIBMIBM
0.91%1.61%$1,884.2万7.8万股$3,284.1万11.1万股-3.3万股-29.89%减仓
FFRANKLIN DYNAMIC MUNICIPAL BOND ETFFLMI
0.89%0.74%$1,850.0万74.6万股$1,513.5万60.9万股+13.8万股+22.62%加仓
I景顺·S&PSPHQ
0.88%0.91%$1,837.6万24.4万股$1,863.1万24.8万股-3,853股-1.55%减仓
通用动力GD
0.83%0.81%$1,733.3万5.1万股$1,657.3万4.9万股+1,273股+2.59%加仓
V先锋领航债券指数基金VUSB
0.78%0.69%$1,625.9万32.7万股$1,408.3万28.3万股+4.4万股+15.58%加仓
百时美施贵宝BMY
0.75%0.66%$1,562.0万25.8万股$1,356.9万25.2万股+5,986股+2.38%加仓
AAT&TT
0.72%0.02%$1,493.5万51.5万股$47.4万1.9万股+49.6万股+2,602.28%加仓
GSK SPONSORED ADRGSK
0.71%0.64%$1,485.2万26.9万股$1,306.3万26.6万股+2,720股+1.02%加仓
F富达Covington信托FENI
0.71%0.62%$1,475.5万39.7万股$1,275.5万34.9万股+4.8万股+13.75%加仓
Meta平台META
0.7%0.77%$1,448.0万2.5万股$1,584.4万2.4万股+1,306股+5.44%加仓

🧭 机构资金流板块热力图

净流出 净流入