TRUE Private Wealth Advisors
Salem OR · SEC CIK 0001667074
$10.49亿2026Q1 申报市值
266持仓数
42.0%前十大占比 · 第一大 8.4%
24 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IXUS 加仓+$2,667.98万
IAU 加仓+$1,487.71万
VXX 重新持有+$863.34万
AGG 新建仓+$444.79万
CLOI 加仓+$400.86万
2026Q1 卖出最多 按季末市值估算
COMT 减仓-$2,292.67万
IBTH 减仓-$609.79万
SPAB 清仓-$446.23万
IVW 减仓-$399.61万
ISHARES TR 减仓-$388.57万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VIGI | VANGUARD WHITEHALL FDS | $35.86万 | 0.03% | 4,054 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $36.29万 | 0.03% | 4,881 | 786 | 19.2% | $5.84万 | 加仓 |
| GEV | GE VERNOVA INC | $36.73万 | 0.04% | 420 | 16 | 4.0% | $1.40万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $37.53万 | 0.04% | 2,534 | -14,855 | -85.4% | -$220.01万 | 减仓 |
| F | FORD MTR CO | $38.08万 | 0.04% | 33,002 | 1,474 | 4.7% | $1.70万 | 加仓 |
| EFA | ISHARES TR | $39.07万 | 0.04% | 4,022 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $39.13万 | 0.04% | 3,119 | 100 | 3.3% | $1.25万 | 加仓 |
| INTC | INTEL CORP | $39.42万 | 0.04% | 8,932 | -1,553 | -14.8% | -$6.85万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $39.58万 | 0.04% | 4,102 | 110 | 2.8% | $1.06万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $39.74万 | 0.04% | 22,387 | 240 | 1.1% | $4,260 | 加仓 |
| GE | GE AEROSPACE | $40.43万 | 0.04% | 1,424 | 87 | 6.5% | $2.47万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $41.17万 | 0.04% | 15,008 | 1,502 | 11.1% | $4.12万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $41.42万 | 0.04% | 1,292 | 32 | 2.5% | $1.03万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $41.88万 | 0.04% | 838 | 23 | 2.8% | $1.15万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $42.02万 | 0.04% | 9,300 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $42.22万 | 0.04% | 1,081 | -102 | -8.6% | -$3.98万 | 减仓 |
| IUSG | ISHARES TR | $42.54万 | 0.04% | 2,742 | -225 | -7.6% | -$3.49万 | 减仓 |
| TMFC | RBB FD INC | $43.35万 | 0.04% | 6,571 | -2 | -0.0% | -$132 | 减仓 |
| IUSV | ISHARES TR | $44.80万 | 0.04% | 4,381 | 4 | 0.1% | $409 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $44.99万 | 0.04% | 2,211 | -41 | -1.8% | -$8,342 | 减仓 |
| LPX | LOUISIANA PAC CORP | $45.61万 | 0.04% | 6,269 | 1 | 0.0% | $73 | 加仓 |
| MO | ALTRIA GROUP INC | $46.33万 | 0.04% | 7,021 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.72万 | 0.04% | 3,194 | -1,277 | -28.6% | -$18.68万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $46.95万 | 0.04% | 3,585 | -2 | -0.1% | -$262 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $47.42万 | 0.05% | 4,787 | 15 | 0.3% | $1,486 | 加仓 |
| LQD | ISHARES TR | $48.62万 | 0.05% | 4,461 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $49.83万 | 0.05% | 3,946 | -165 | -4.0% | -$2.08万 | 减仓 |
| TSLL | DIREXION SHARES ETF TRUST | $49.98万 | 0.05% | 41,137 | -3,057 | -6.9% | -$3.71万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $50.06万 | 0.05% | 5,311 | -1 | -0.0% | -$94 | 减仓 |
| AOK | ISHARES TR | $50.50万 | 0.05% | 12,659 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $50.60万 | 0.05% | 2,238 | 342 | 18.0% | $7.73万 | 加仓 |
| VO | VANGUARD INDEX FDS | $50.80万 | 0.05% | 1,769 | 1,769 | — | $50.80万 | 新建仓 |
| HD | HOME DEPOT INC | $50.81万 | 0.05% | 1,544 | 236 | 18.0% | $7.77万 | 加仓 |
| IYG | ISHARES TR | $51.42万 | 0.05% | 6,207 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $51.85万 | 0.05% | 5,050 | -123 | -2.4% | -$1.26万 | 减仓 |
| TIP | ISHARES TR | $52.69万 | 0.05% | 4,774 | -23 | -0.5% | -$2,538 | 减仓 |
| BX | BLACKSTONE INC | $53.00万 | 0.05% | 4,609 | -89 | -1.9% | -$1.02万 | 减仓 |
| IYE | ISHARES TR | $53.16万 | 0.05% | 8,206 | -2,494 | -23.3% | -$16.16万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $53.78万 | 0.05% | 12,087 | -1,644 | -12.0% | -$7.31万 | 减仓 |
| SBUX | STARBUCKS CORP | $54.02万 | 0.05% | 6,029 | -85 | -1.4% | -$7,616 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $54.51万 | 0.05% | 8,928 | 8,928 | — | $54.51万 | 新建仓 |
| RING | ISHARES INC | $56.90万 | 0.05% | 7,204 | 1,184 | 19.7% | $9.35万 | 加仓 |
| T | AT&T INC | $58.43万 | 0.06% | 20,154 | 1,625 | 8.8% | $4.71万 | 加仓 |
| MCD | MCDONALDS CORP | $58.54万 | 0.06% | 1,883 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $59.05万 | 0.06% | 1,656 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $59.47万 | 0.06% | 8,473 | 274 | 3.3% | $1.92万 | 加仓 |
| RAAX | VANECK ETF TRUST | $59.58万 | 0.06% | 14,636 | 14,636 | — | $59.58万 | 新建仓 |
| — | ZACKS TRUST | $59.67万 | 0.06% | 21,644 | 883 | 4.3% | $2.43万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $59.76万 | 0.06% | 9,469 | 352 | 3.9% | $2.22万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $61.16万 | 0.06% | 10,083 | -153 | -1.5% | -$9,280 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $62.44万 | 0.06% | 11,731 | -1 | -0.0% | -$53 | 减仓 |
| ARKK | ARK ETF TR | $63.58万 | 0.06% | 9,407 | -30,174 | -76.2% | -$203.95万 | 减仓 |
| KR | KROGER CO | $63.59万 | 0.06% | 8,788 | -633 | -6.7% | -$4.58万 | 减仓 |
| WMT | WALMART INC | $68.65万 | 0.07% | 5,524 | 606 | 12.3% | $7.53万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.07% | 1 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $72.07万 | 0.07% | 27,901 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $72.24万 | 0.07% | 14,817 | -226 | -1.5% | -$1.10万 | 减仓 |
| AOA | ISHARES TR | $72.70万 | 0.07% | 8,215 | -2,004 | -19.6% | -$17.73万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $76.35万 | 0.07% | 2,822 | 2,822 | — | $76.35万 | 新建仓 |
| TQQQ | PROSHARES TR | $77.11万 | 0.07% | 18,499 | 68 | 0.4% | $2,834 | 加仓 |
| NFLX | NETFLIX INC. | $79.86万 | 0.08% | 8,305 | -32 | -0.4% | -$3,077 | 减仓 |
| IBMQ | ISHARES TR | $79.96万 | 0.08% | 31,321 | 3,883 | 14.2% | $9.91万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $81.83万 | 0.08% | 22,230 | 932 | 4.4% | $3.43万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $85.75万 | 0.08% | 16,942 | 5,639 | 49.9% | $28.54万 | 加仓 |
| IWF | ISHARES TR | $85.92万 | 0.08% | 2,015 | 0 | 0.0% | — | 不变 |
| — | DIREXION SHARES ETF TRUST | $87.66万 | 0.08% | 38,094 | -123,102 | -76.4% | -$283.26万 | 减仓 |
| NKE | NIKE INC | $87.98万 | 0.08% | 16,656 | 274 | 1.7% | $1.45万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $89.18万 | 0.09% | 7,690 | -1,213 | -13.6% | -$14.07万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $95.91万 | 0.09% | 10,231 | -260 | -2.5% | -$2.44万 | 减仓 |
| AVGO | BROADCOM INC | $98.26万 | 0.09% | 3,174 | -105 | -3.2% | -$3.25万 | 减仓 |
| — | GRANITESHARES ETF TR | $99.03万 | 0.09% | 43,129 | -37 | -0.1% | -$850 | 减仓 |
| PG | PROCTER & GAMBLE CO | $99.30万 | 0.09% | 6,874 | -253 | -3.5% | -$3.65万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.61万 | 0.10% | 3,755 | 90 | 2.5% | $2.44万 | 加仓 |
| IBMR | ISHARES TR | $102.24万 | 0.10% | 40,329 | 3,893 | 10.7% | $9.87万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $102.33万 | 0.10% | 6,189 | 22 | 0.4% | $3,637 | 加仓 |
| IBMP | ISHARES TR | $102.71万 | 0.10% | 40,372 | 3,919 | 10.8% | $9.97万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $105.12万 | 0.10% | 13,260 | -234 | -1.7% | -$1.85万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $105.78万 | 0.10% | 6,598 | -380 | -5.4% | -$6.09万 | 减仓 |
| PEP | PEPSICO INC | $108.08万 | 0.10% | 6,959 | -16,829 | -70.7% | -$261.37万 | 减仓 |
| CRM | SALESFORCE INC | $111.23万 | 0.11% | 5,958 | -69 | -1.1% | -$1.29万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $112.44万 | 0.11% | 26,028 | 26,028 | — | $112.44万 | 新建仓 |
| CSCO | CISCO SYS INC | $113.14万 | 0.11% | 14,581 | 532 | 3.8% | $4.13万 | 加仓 |
| GGLL | DIREXION SHARES ETF TRUST | $114.31万 | 0.11% | 14,645 | 717 | 5.1% | $5.60万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $116.59万 | 0.11% | 35,385 | 35,385 | — | $116.59万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $116.87万 | 0.11% | 22,151 | 34 | 0.2% | $1,794 | 加仓 |
| FTNT | FORTINET INC | $119.72万 | 0.11% | 14,649 | -228 | -1.5% | -$1.86万 | 减仓 |
| KEY | KEYCORP | $119.86万 | 0.11% | 59,779 | -90 | -0.2% | -$1,805 | 减仓 |
| VUG | VANGUARD INDEX FDS | $121.21万 | 0.12% | 2,775 | 1,021 | 58.2% | $44.60万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $125.16万 | 0.12% | 12,150 | 1,059 | 9.5% | $10.91万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $125.84万 | 0.12% | 20,270 | 3,582 | 21.5% | $22.24万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $126.53万 | 0.12% | 11,421 | 11,421 | — | $126.53万 | 新建仓 |
| V | VISA INC | $127.34万 | 0.12% | 4,213 | -58 | -1.4% | -$1.75万 | 减仓 |
| EZU | ISHARES INC | $130.50万 | 0.12% | 20,832 | -3,880 | -15.7% | -$24.31万 | 减仓 |
| MS | MORGAN STANLEY | $134.10万 | 0.13% | 8,148 | -1,245 | -13.3% | -$20.49万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $135.87万 | 0.13% | 6,254 | 465 | 8.0% | $10.10万 | 加仓 |
| ULST | SSGA ACTIVE ETF TR | $139.35万 | 0.13% | 34,406 | -34,005 | -49.7% | -$137.72万 | 重新持有 |
| BA | BOEING CO | $140.30万 | 0.13% | 7,048 | 475 | 7.2% | $9.46万 | 加仓 |
| FLOT | ISHARES TR | $141.18万 | 0.13% | 27,710 | -6,852 | -19.8% | -$34.91万 | 减仓 |
| PFF | ISHARES TR | $142.10万 | 0.14% | 46,867 | -8,445 | -15.3% | -$25.61万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $145.69万 | 0.14% | 54,238 | 1,081 | 2.0% | $2.90万 | 加仓 |