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

Independence Wealth Advisors, LLC

No.7154 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.99亿
环比变动 Q1 2026
+$1,170.8万+6.2%
持仓股票数
85
新买入
6
加仓
51
减仓
25
清仓
11
持股不变
3
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
SSPDR行业精选信托XLK
12.86%10.51%$2,564.0万13.5万股$1,971.0万14.8万股-1.4万股-9.23%减仓
SSIMPLIFY EXCHANGE TRADED FUNCTA
12.67%15.33%$2,526.2万97.4万股$2,875.4万95.1万股+2.2万股+2.34%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
5.9%17.92%$1,176.3万40.5万股$3,361.5万115.2万股-74.7万股-64.80%减仓
SSPDR行业精选信托XLF
5.33%2.78%$1,063.1万19.8万股$521.0万10.6万股+9.3万股+87.92%加仓
S道富SPYM
5%1.26%$997.3万11.3万股$235.6万3.1万股+8.3万股+268.68%加仓
AABRDN BLOOMBERGBCI
4.63%2.65%$922.9万41.3万股$497.0万20.5万股+20.9万股+101.91%加仓
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
4.25%1.84%$847.1万5.3万股$346.1万2.4万股+3.0万股+126.16%加仓
SSPDR道富系列信托SPTL
3.68%$734.2万28.0万股$00股+28.0万股新买入
NNEOS ETF TRUSTSPYI
3.04%2.8%$605.7万11.4万股$525.7万10.6万股+7,598股+7.14%加仓
V先锋领航指数基金VOO
2.87%0.38%$572.7万7,789股$71.1万1,232股+6,557股+532.22%加仓
NNEOS ETF TRUSTQQQI
2.68%2.27%$535.1万9.4万股$425.6万8.6万股+8,575股+10.01%加仓
IiShares安硕信托EEM
2.4%0.94%$477.9万7.0万股$176.6万3.1万股+3.9万股+124.68%加仓
IiShares安硕·RUSSELLIWM
2.09%1.64%$416.8万1.4万股$308.6万1.2万股+1,443股+11.60%加仓
SSPDR行业精选信托XLE
2.04%2.3%$406.4万7.7万股$431.0万7.0万股+6,163股+8.76%加仓
SSPDR行业精选信托XLY
1.98%4.45%$394.6万3.4万股$835.3万7.7万股-4.3万股-56.10%减仓
SSPDR行业精选信托XLY
1.69%1.75%$336.2万3.1万股$328.6万3.0万股+1,737股+5.86%加仓
IiShares安硕·MSCI EAFE ETFEFA
1.69%0.9%$336.0万3.2万股$168.3万1.7万股+1.5万股+86.65%加仓
SSPDR黄金信托GLD
1.59%3.64%$317.9万8,624股$682.2万1.6万股-7,231股-45.61%减仓
NNEOS RUSSELL 2000 HIGH INCOME ETFIWMI
1.47%1.21%$292.8万5.5万股$226.4万4.8万股+6,957股+14.57%加仓
S道富XLI
1.42%1.42%$283.0万1.5万股$265.5万1.6万股-1,136股-6.92%减仓
SSPDR标普500 ETFSPY
1.05%0.89%$208.9万2,799股$166.3万2,557股+242股+9.46%加仓
苹果AAPL
1.01%0.94%$202.1万6,986股$176.3万6,945股+41股+0.59%加仓
台积电TSM
0.83%0.69%$165.4万3,464股$129.8万3,842股-378股-9.84%减仓
SSPDR行业精选信托XLP
0.83%2.62%$164.8万2.0万股$491.7万6.0万股-4.0万股-66.92%减仓
微软MSFT
0.82%0.84%$162.6万4,360股$157.4万4,251股+109股+2.56%加仓
应用材料AMAT
0.71%0.4%$142.4万1,970股$74.4万2,176股-206股-9.47%减仓
VisaV
0.68%0.64%$136.1万3,968股$120.2万3,978股-10股-0.25%减仓
亚马逊AMZN
0.64%0.6%$127.1万5,334股$112.8万5,415股-81股-1.50%减仓
IiShares安硕EWJ
0.63%0.56%$125.4万1.3万股$104.6万1.2万股+1,055股+8.51%加仓
Meta平台META
0.63%0.66%$125.0万2,219股$123.2万2,154股+65股+3.02%加仓
EEA SERIES TRUSTBOXX
0.62%0.55%$123.0万1.1万股$103.7万8,918股+1,587股+17.80%加仓
IiShares安硕信托TLT
0.61%0.55%$122.2万1.4万股$104.0万1.2万股+2,142股+17.86%加仓
BOOKING COMBKNG
0.58%0.54%$115.8万6,496股$100.7万239股+6,257股+2,617.99%加仓
IiShares安硕·US REAL ESTATE ETFIYR
0.54%0.28%$108.4万1.1万股$53.0万5,600股+5,001股+89.30%加仓
万事达MA
0.47%0.51%$93.3万1,816股$96.2万1,925股-109股-5.66%减仓
嘉信理财SCHW
0.46%0.49%$91.6万9,927股$92.7万9,865股+62股+0.63%加仓
S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB
0.4%0.43%$80.5万1.6万股$80.4万1.6万股-249股-1.55%减仓
PHILIP MORRIS INTLPM
0.4%0.36%$78.8万4,354股$67.8万4,101股+253股+6.17%加仓
SSPDR行业精选信托XLU
0.39%0.42%$78.5万1.7万股$78.4万1.7万股+221股+1.29%加仓
伯克希尔哈撒韦BRK.B
0.39%0.35%$78.4万1,566股$65.4万1,364股+202股+14.81%加仓
摩根大通JPM
0.33%0.29%$66.6万2,036股$54.5万1,852股+184股+9.94%加仓
RREX FANG & INNOVATION EQUITY PREMIUM INCOME ETFFEPI
0.33%0.31%$65.7万1.5万股$58.4万1.5万股+515股+3.50%加仓
SSPDR行业精选信托XLRE
0.31%0.32%$62.7万1.4万股$59.5万1.5万股-328股-2.25%减仓
EETF机会信托AIPI
0.31%0.28%$61.3万1.6万股$53.4万1.6万股+624股+3.93%加仓
IQVIAIQV
0.29%0.31%$58.4万3,025股$59.0万3,462股-437股-12.62%减仓
Elevance健康ELV
0.29%0.23%$57.4万1,485股$43.8万1,495股-10股-0.67%减仓
IiShares安硕信托IVV
0.26%0.24%$52.1万696股$45.5万696股00.00%持仓不变
CencoraCOR
0.24%0.29%$48.3万1,705股$54.1万1,722股-17股-0.99%减仓
V先锋领航指数基金VUG
0.24%0.21%$47.1万5,468股$40.3万922股+4,546股+493.06%加仓
ANALOG DEVICES COMADI
0.22%0.16%$43.9万1,106股$30.7万966股+140股+14.49%加仓

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