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 |
|---|---|---|---|---|---|---|---|---|
| SPAB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -173,294 | -100.0% | -$446.23万 | 清仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -17,554 | -100.0% | -$350.53万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -54,429 | -100.0% | -$259.25万 | 清仓 |
| — | LAZARD ACTIVE ETF TR | $0 | 0.00% | 0 | -68,827 | -100.0% | -$174.04万 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -34,998 | -100.0% | -$163.82万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -6,292 | -100.0% | -$159.13万 | 清仓 |
| ONEQ | FIDELITY COMWLTH TR | $0 | 0.00% | 0 | -10,251 | -100.0% | -$93.69万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOAT | VANECK ETF TRUST | $0 | 0.00% | 0 | -3,404 | -100.0% | -$35.25万 | 清仓 |
| MUB | ISHARES TR | $0 | 0.00% | 0 | -2,803 | -100.0% | -$30.02万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRANITESHARES ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -3,035 | -100.0% | -$24.59万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,416 | -100.0% | -$22.80万 | 清仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $0 | 0.00% | 0 | -7,800 | -100.0% | -$22.65万 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -5,761 | -100.0% | -$22.31万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -1,459 | -100.0% | -$20.99万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -360 | -100.0% | -$20.84万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -1,829 | -100.0% | -$20.52万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,017 | -100.0% | -$20.44万 | 清仓 |
| PGR | PROGRESSIVE CORP | $0 | 0.00% | 0 | -892 | -100.0% | -$20.31万 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -924 | -100.0% | -$20.30万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -6,773 | -100.0% | -$20.24万 | 清仓 |
| — | DIREXION SHS ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NANOVIRICIDES INC | $9,121 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BLACKSTONE MORTGAGE TRUST IN | $1.29万 | 0.00% | 13,000 | 0 | 0.0% | — | 不变 |
| — | AURORA CANNABIS INC | $3.89万 | 0.00% | 11,884 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $4.33万 | 0.00% | 10,960 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $6.58万 | 0.01% | 14,309 | -10,951 | -43.4% | -$5.04万 | 减仓 |
| — | THEMES ETF TR | $9.51万 | 0.01% | 15,100 | 15,100 | — | $9.51万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $10.86万 | 0.01% | 10,547 | 134 | 1.3% | $1,380 | 加仓 |
| SMR | NUSCALE PWR CORP | $13.38万 | 0.01% | 12,339 | -276 | -2.2% | -$2,992 | 重新持有 |
| AMPL | AMPLITUDE INC | $16.07万 | 0.02% | 23,557 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $17.36万 | 0.02% | 10,070 | -490 | -4.6% | -$8,448 | 重新持有 |
| — | GRANITESHARES ETF TR | $18.48万 | 0.02% | 11,288 | 11,288 | — | $18.48万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $18.93万 | 0.02% | 11,091 | -85 | -0.8% | -$1,451 | 减仓 |
| ET | ENERGY TRANSFER L P | $19.42万 | 0.02% | 10,061 | 10,061 | — | $19.42万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $20.26万 | 0.02% | 631 | -50 | -7.3% | -$1.61万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.28万 | 0.02% | 5,359 | 5,359 | — | $20.28万 | 新建仓 |
| MOS | MOSAIC CO | $20.40万 | 0.02% | 8,000 | -320 | -3.8% | -$8,160 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $20.42万 | 0.02% | 4,261 | 4,261 | — | $20.42万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $20.60万 | 0.02% | 1,174 | 1,174 | — | $20.60万 | 新建仓 |
| IVLU | ISHARES TR | $21.09万 | 0.02% | 5,315 | 5,315 | — | $21.09万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.75万 | 0.02% | 1,659 | 1,659 | — | $21.75万 | 新建仓 |
| MET | METLIFE INC | $21.82万 | 0.02% | 3,085 | 38 | 1.2% | $2,688 | 加仓 |
| COP | CONOCOPHILLIPS | $23.31万 | 0.02% | 1,765 | 1,765 | — | $23.31万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $23.35万 | 0.02% | 836 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $23.45万 | 0.02% | 2,929 | -1 | -0.0% | -$80 | 减仓 |
| STGW | STAGWELL INC | $24.34万 | 0.02% | 38,694 | -8,900 | -18.7% | -$5.60万 | 减仓 |
| SYK | STRYKER CORPORATION | $24.52万 | 0.02% | 746 | -83 | -10.0% | -$2.73万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.55万 | 0.02% | 2,978 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $24.66万 | 0.02% | 73 | 1 | 1.4% | $3,378 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $24.79万 | 0.02% | 2,638 | -16 | -0.6% | -$1,504 | 减仓 |
| AON | AON PLC | $25.09万 | 0.02% | 777 | 31 | 4.2% | $1.00万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $25.14万 | 0.02% | 7,498 | -579 | -7.2% | -$1.94万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $25.81万 | 0.02% | 3,264 | 4 | 0.1% | $316 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $25.94万 | 0.02% | 14,974 | -517 | -3.3% | -$8,955 | 减仓 |
| VB | VANGUARD INDEX FDS | $26.22万 | 0.02% | 1,001 | 1,001 | — | $26.22万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $26.35万 | 0.03% | 1,066 | 1,066 | — | $26.35万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $26.38万 | 0.03% | 1,359 | 75 | 5.8% | $1.46万 | 加仓 |
| ZS | ZSCALER INC | $26.46万 | 0.03% | 1,886 | -56 | -2.9% | -$7,857 | 减仓 |
| IDV | ISHARES TR | $26.50万 | 0.03% | 6,226 | 1 | 0.0% | $43 | 加仓 |
| GILD | GILEAD SCIENCES INC | $27.07万 | 0.03% | 1,942 | 7 | 0.4% | $976 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $27.13万 | 0.03% | 651 | -15 | -2.3% | -$6,252 | 减仓 |
| GRMN | GARMIN LTD | $27.19万 | 0.03% | 1,172 | -26 | -2.2% | -$6,033 | 减仓 |
| ITA | ISHARES TR | $27.40万 | 0.03% | 1,252 | 18 | 1.5% | $3,939 | 加仓 |
| IRM | IRON MTN INC DEL | $27.83万 | 0.03% | 2,725 | -88 | -3.1% | -$8,988 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $28.11万 | 0.03% | 6,200 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $28.37万 | 0.03% | 806 | 22 | 2.8% | $7,744 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $28.52万 | 0.03% | 2,502 | 23 | 0.9% | $2,622 | 加仓 |
| BIL | SPDR SERIES TRUST | $28.68万 | 0.03% | 3,129 | 10 | 0.3% | $917 | 加仓 |
| GLW | CORNING INC | $28.83万 | 0.03% | 2,120 | 2,120 | — | $28.83万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $28.98万 | 0.03% | 478 | 38 | 8.6% | $2.30万 | 加仓 |
| ORCL | ORACLE CORP | $29.67万 | 0.03% | 2,016 | -70 | -3.4% | -$1.03万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $30.44万 | 0.03% | 681 | 5 | 0.7% | $2,235 | 加仓 |
| USMV | ISHARES TR | $30.44万 | 0.03% | 3,282 | -4 | -0.1% | -$371 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.49万 | 0.03% | 902 | -61 | -6.3% | -$2.06万 | 减仓 |
| DIS | DISNEY WALT CO | $31.10万 | 0.03% | 3,226 | -421 | -11.5% | -$4.06万 | 减仓 |
| QUAL | ISHARES TR | $31.40万 | 0.03% | 1,636 | -105 | -6.0% | -$2.02万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $31.77万 | 0.03% | 7,023 | 2,266 | 47.6% | $10.25万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.12万 | 0.03% | 12,527 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $32.14万 | 0.03% | 13,154 | -222 | -1.7% | -$5,424 | 减仓 |
| QCOM | QUALCOMM INC | $32.25万 | 0.03% | 2,504 | -48 | -1.9% | -$6,182 | 减仓 |
| SMMD | ISHARES TR | $32.94万 | 0.03% | 4,313 | 4 | 0.1% | $305 | 加仓 |
| LOW | LOWES COS INC | $33.02万 | 0.03% | 1,397 | -342 | -19.7% | -$8.08万 | 减仓 |
| C | CITIGROUP INC | $33.22万 | 0.03% | 2,929 | -104 | -3.4% | -$1.18万 | 减仓 |
| COMT | ISHARES U S ETF TR | $33.76万 | 0.03% | 9,984 | -678,103 | -98.5% | -$2,292.67万 | 减仓 |
| ATS | ATS CORPORATION | $34.07万 | 0.03% | 12,080 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.15万 | 0.03% | 4,490 | -126 | -2.7% | -$9,583 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $34.43万 | 0.03% | 2,059 | 125 | 6.5% | $2.09万 | 加仓 |
| LIN | LINDE PLC | $34.46万 | 0.03% | 695 | 57 | 8.9% | $2.83万 | 加仓 |
| DE | DEERE & CO | $34.98万 | 0.03% | 621 | -69 | -10.0% | -$3.89万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $35.13万 | 0.03% | 1,244 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $35.23万 | 0.03% | 7,626 | -826 | -9.8% | -$3.82万 | 减仓 |
| IWY | ISHARES TR | $35.41万 | 0.03% | 1,423 | 1 | 0.1% | $249 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $35.59万 | 0.03% | 772 | 28 | 3.8% | $1.29万 | 加仓 |