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Independence Asset Advisors, LLC · 13F 持仓分析
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Independence Asset Advisors, LLC

No.4998 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.84亿
环比变动 Q1 2026
+$1.07亿+38.8%
持仓股票数
25
新买入
3
加仓
17
减仓
2
清仓
2
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
VVanEck·CLO ETFCLOI
26.21%35.5%$1.01亿190.0万股$9,820.3万186.3万股+3.7万股+1.97%加仓
G通用动力VTI
23.62%5.72%$9,066.6万24.5万股$1,580.9万4.9万股+19.6万股+397.22%加仓
I景顺·S&PSPHQ
23.06%26.7%$8,852.8万98.3万股$7,385.6万98.2万股+304股+0.03%加仓
VVANECK AA-BB CLO ETFCLOB
12.23%16.48%$4,694.1万92.9万股$4,557.5万91.2万股+1.8万股+1.92%加仓
J摩根大通交易所交易基金JBND
3.89%5.43%$1,494.8万27.9万股$1,502.3万27.9万股+21股+0.01%加仓
J摩根大通交易所交易基金JPIE
2.47%0.1%$947.2万20.6万股$28.4万6,160股+20.0万股+3,239.16%加仓
IiShares安硕信托IWD
2.35%2.88%$903.1万3.7万股$795.9万3.7万股00.00%持仓不变
PPACER ARISTOTLE PACIFIC FLOATING RATE HIGH INCOME ETFFLRT
0.94%1.16%$360.0万7.7万股$322.0万7.0万股+7,672股+11.03%加仓
V先锋领航指数基金VNQ
0.92%1.14%$354.1万3.7万股$314.2万3.5万股+1,295股+3.66%加仓
V先锋领航·WELLINGTON FDVFMV
0.67%0.89%$258.4万1.9万股$247.0万1.9万股00.00%持仓不变
JJ P MORGAN EXCHANGE TRADED FD ACTIVE VALUE ETFJAVA
0.61%0.59%$235.9万3.0万股$163.0万2.3万股+6,999股+30.82%加仓
JJ P MORGAN EXCHANGE TRADED FD INTRNL RES EQTJIRE
0.61%0.76%$232.4万2.8万股$209.6万2.8万股+500股+1.81%加仓
伯克希尔哈撒韦BRK.B
0.52%$200.9万4,015股$00股+4,015股新买入
J摩根大通交易所交易基金JEPI
0.35%0.44%$134.5万2.4万股$121.4万2.1万股+2,407股+11.22%加仓
V先锋领航指数基金VOT
0.27%0.31%$102.0万3,331股$85.6万3,326股+5股+0.15%加仓
VVANGUARD FIXED INCOME SECS FVGHY
0.24%0.14%$93.6万1.2万股$37.4万5,031股+7,467股+148.42%加仓
V先锋领航指数基金VBK
0.22%0.25%$82.6万2,259股$68.2万2,257股+2股+0.09%加仓
J摩根大通交易所交易基金JPRE
0.2%0.25%$76.2万1.5万股$69.8万1.5万股+78股+0.54%加仓
J摩根大通交易所交易基金JEPQ
0.12%0.14%$45.0万7,324股$39.6万7,133股+191股+2.68%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.12%0.09%$44.8万1,893股$25.8万1,200股+693股+57.75%加仓
V先锋领航白厅基金VYMI
0.11%0.17%$43.6万4,444股$46.3万4,918股-474股-9.64%减仓
V先锋领航·MALVERN FDSVGMS
0.08%0.12%$29.0万5,661股$33.8万6,629股-968股-14.60%减仓
HHARBOR ETF TRUSTSIHY
0.07%0.1%$28.4万6,258股$27.9万6,258股00.00%持仓不变
J摩根大通交易所交易基金JMUB
0.06%$23.6万4,650股$00股+4,650股新买入
苹果AAPL
0.06%$22.3万772股$00股+772股新买入

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