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 |
|---|---|---|---|---|---|---|---|---|
| IXUS | ISHARES TR | $8,854.63万 | 8.44% | 1,022,003 | 307,938 | 43.1% | $2,667.98万 | 加仓 |
| EMXC | ISHARES INC | $4,684.21万 | 4.46% | 595,500 | 11,134 | 1.9% | $87.58万 | 加仓 |
| IBTJ | ISHARES TR | $3,980.40万 | 3.79% | 1,822,278 | -112,531 | -5.8% | -$245.80万 | 减仓 |
| — | ISHARES TR | $3,884.26万 | 3.70% | 1,480,282 | -148,084 | -9.1% | -$388.57万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $3,861.34万 | 3.68% | 201,195 | -1,141 | -0.6% | -$21.90万 | 减仓 |
| IEUR | ISHARES TR | $3,847.63万 | 3.67% | 547,549 | 36,907 | 7.2% | $259.35万 | 加仓 |
| IBTL | ISHARES TR | $3,798.86万 | 3.62% | 1,862,284 | -77,604 | -4.0% | -$158.30万 | 减仓 |
| IBTH | ISHARES TR | $3,763.81万 | 3.59% | 1,678,023 | -271,862 | -13.9% | -$609.79万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $3,750.17万 | 3.57% | 738,221 | -2,576 | -0.3% | -$13.09万 | 减仓 |
| — | ISHARES TR | $3,657.04万 | 3.49% | 1,392,742 | -105,634 | -7.0% | -$277.37万 | 减仓 |
| ITOT | ISHARES TR | $3,183.79万 | 3.03% | 223,533 | -3,259 | -1.4% | -$46.42万 | 减仓 |
| VXX | BARCLAYS BANK PLC | $3,087.19万 | 2.94% | 864,759 | 241,832 | 38.8% | $863.34万 | 重新持有 |
| AAPL | APPLE INC | $2,526.24万 | 2.41% | 99,540 | -5,786 | -5.5% | -$146.84万 | 减仓 |
| SMIZ | ZACKS TRUST | $2,489.38万 | 2.37% | 671,534 | 79,317 | 13.4% | $294.03万 | 加仓 |
| CLOI | VANECK ETF TRUST | $2,286.10万 | 2.18% | 433,794 | 76,065 | 21.3% | $400.86万 | 加仓 |
| SOXX | ISHARES TR | $2,213.76万 | 2.11% | 67,357 | 2,898 | 4.5% | $95.25万 | 加仓 |
| AMLP | ALPS ETF TR | $2,016.17万 | 1.92% | 383,010 | 28,979 | 8.2% | $152.55万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,813.07万 | 1.73% | 205,656 | 168,751 | 457.3% | $1,487.71万 | 加仓 |
| IWM | ISHARES TR | $1,727.56万 | 1.65% | 69,659 | 5,462 | 8.5% | $135.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,431.12万 | 1.36% | 82,059 | 13,857 | 20.3% | $241.67万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,417.92万 | 1.35% | 462,164 | 5,837 | 1.3% | $17.91万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,213.37万 | 1.16% | 17,390 | -2,095 | -10.8% | -$146.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,173.14万 | 1.12% | 31,692 | -518 | -1.6% | -$19.17万 | 减仓 |
| AMZN | AMAZON COM INC | $952.70万 | 0.91% | 45,743 | 694 | 1.5% | $14.45万 | 加仓 |
| IVW | ISHARES TR | $858.23万 | 0.82% | 75,875 | -35,329 | -31.8% | -$399.61万 | 减仓 |
| AOR | ISHARES TR | $793.83万 | 0.76% | 123,360 | -1,538 | -1.2% | -$9.90万 | 减仓 |
| ZECP | ZACKS TRUST | $782.17万 | 0.75% | 231,205 | -22,554 | -8.9% | -$76.30万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $766.75万 | 0.73% | 12,831 | 968 | 8.2% | $57.85万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $715.84万 | 0.68% | 29,284 | -2,793 | -8.7% | -$68.27万 | 减仓 |
| — | EXXON MOBIL CORP | $684.35万 | 0.65% | 40,336 | -398 | -1.0% | -$6.75万 | 减仓 |
| CVX | CHEVRON CORPORATION | $680.81万 | 0.65% | 32,905 | -824 | -2.4% | -$17.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $659.66万 | 0.63% | 22,425 | 345 | 1.6% | $10.15万 | 加仓 |
| LLY | ELI LILLY & CO | $634.50万 | 0.60% | 6,898 | -230 | -3.2% | -$21.16万 | 减仓 |
| GLD | SPDR GOLD TR | $604.73万 | 0.58% | 14,054 | -2,986 | -17.5% | -$128.49万 | 减仓 |
| ABBV | ABBVIE INC | $589.47万 | 0.56% | 27,103 | 11 | 0.0% | $2,392 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $586.38万 | 0.56% | 12,236 | 126 | 1.0% | $6.04万 | 加仓 |
| IEFA | ISHARES TR | $570.66万 | 0.54% | 63,035 | 22,325 | 54.8% | $202.11万 | 加仓 |
| GOOGL | ALPHABET INC | $543.59万 | 0.52% | 18,903 | -424 | -2.2% | -$12.19万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $526.08万 | 0.50% | 5,279 | 168 | 3.3% | $16.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $510.38万 | 0.49% | 15,107 | -3,791 | -20.1% | -$128.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $488.70万 | 0.47% | 5,776 | -235 | -3.9% | -$19.88万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $477.71万 | 0.46% | 65,827 | -757 | -1.1% | -$5.49万 | 减仓 |
| AGG | ISHARES TR | $444.79万 | 0.42% | 44,806 | 44,806 | — | $444.79万 | 新建仓 |
| — | ZACKS TRUST | $421.55万 | 0.40% | 156,360 | 10,426 | 7.1% | $28.11万 | 加仓 |
| USB | US BANCORP | $399.54万 | 0.38% | 76,819 | -116 | -0.2% | -$6,033 | 减仓 |
| EMR | EMERSON ELEC CO | $392.47万 | 0.37% | 29,955 | 219 | 0.7% | $2.87万 | 加仓 |
| IWD | ISHARES TR | $355.26万 | 0.34% | 16,626 | -1,295 | -7.2% | -$27.67万 | 减仓 |
| MMM | 3M CO | $351.78万 | 0.34% | 24,222 | -351 | -1.4% | -$5.10万 | 减仓 |
| EWJ | ISHARES INC | $350.91万 | 0.33% | 41,557 | 41,557 | — | $350.91万 | 新建仓 |
| MRK | MERCK & CO INC | $341.59万 | 0.33% | 28,397 | 21,203 | 294.7% | $255.05万 | 加仓 |
| IJH | ISHARES TR | $330.59万 | 0.32% | 48,954 | -2,627 | -5.1% | -$17.74万 | 减仓 |
| URI | UNITED RENTALS INC | $318.17万 | 0.30% | 4,367 | 15 | 0.3% | $1.09万 | 加仓 |
| GOOG | ALPHABET INC | $314.60万 | 0.30% | 10,967 | -2,321 | -17.5% | -$66.58万 | 减仓 |
| SNTH | TIDAL TRUST III | $305.77万 | 0.29% | 116,527 | 63,865 | 121.3% | $167.58万 | 加仓 |
| IVV | ISHARES TR | $305.35万 | 0.29% | 4,674 | 76 | 1.7% | $4.97万 | 加仓 |
| BROS | DUTCH BROS INC | $304.92万 | 0.29% | 60,189 | 35 | 0.1% | $1,773 | 加仓 |
| EEM | ISHARES TR | $297.75万 | 0.28% | 52,430 | 48,329 | 1,178.5% | $274.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $297.57万 | 0.28% | 59,275 | 303 | 0.5% | $1.52万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $283.60万 | 0.27% | 35,428 | 35,428 | — | $283.60万 | 新建仓 |
| IEMG | ISHARES INC | $258.05万 | 0.25% | 36,995 | 3,808 | 11.5% | $26.56万 | 加仓 |
| HEFA | ISHARES TR | $248.73万 | 0.24% | 58,532 | 16,131 | 38.0% | $68.55万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $247.96万 | 0.24% | 49,227 | 601 | 1.2% | $3.03万 | 加仓 |
| IVE | ISHARES TR | $245.03万 | 0.23% | 11,604 | -59 | -0.5% | -$1.25万 | 减仓 |
| AOM | ISHARES TR | $234.53万 | 0.22% | 49,511 | -894 | -1.8% | -$4.23万 | 减仓 |
| TSLA | TESLA INC | $232.90万 | 0.22% | 6,264 | -324 | -4.9% | -$12.05万 | 减仓 |
| SDCI | USCF ETF TR | $227.83万 | 0.22% | 83,636 | 83,636 | — | $227.83万 | 新建仓 |
| GRNY | TIDAL TRUST I | $216.44万 | 0.21% | 90,674 | 69,644 | 331.2% | $166.24万 | 加仓 |
| SMOT | VANECK ETF TRUST | $215.40万 | 0.21% | 61,209 | 4,965 | 8.8% | $17.47万 | 加仓 |
| CWB | SPDR SERIES TRUST | $208.39万 | 0.20% | 22,770 | -5,190 | -18.6% | -$47.50万 | 减仓 |
| AGZ | ISHARES TR | $204.61万 | 0.20% | 18,649 | -2,076 | -10.0% | -$22.78万 | 减仓 |
| IJR | ISHARES TR | $200.24万 | 0.19% | 16,107 | -1,157 | -6.7% | -$14.38万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $200.24万 | 0.19% | 9,371 | 4,205 | 81.4% | $89.85万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $195.25万 | 0.19% | 41,585 | -667 | -1.6% | -$3.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $185.67万 | 0.18% | 12,722 | -2,789 | -18.0% | -$40.70万 | 减仓 |
| PFE | PFIZER INC | $182.08万 | 0.17% | 64,844 | -3,139 | -4.6% | -$8.81万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $181.20万 | 0.17% | 26,478 | 26,478 | — | $181.20万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $177.33万 | 0.17% | 22,996 | 16,257 | 241.2% | $125.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $177.20万 | 0.17% | 5,184 | 3,823 | 280.9% | $130.68万 | 加仓 |
| GCOW | PACER FDS TR | $177.17万 | 0.17% | 38,314 | 1,030 | 2.8% | $4.76万 | 加仓 |
| WFC | WELLS FARGO & CO | $173.37万 | 0.17% | 21,777 | 102 | 0.5% | $8,121 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $172.03万 | 0.16% | 46,772 | 34,782 | 290.1% | $127.93万 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST | $171.50万 | 0.16% | 19,814 | 1,307 | 7.1% | $11.31万 | 加仓 |
| RTX | RTX CORPORATION | $168.60万 | 0.16% | 8,740 | -93 | -1.1% | -$1.79万 | 减仓 |
| QQQ | INVESCO QQQ TR | $168.09万 | 0.16% | 2,912 | -5,371 | -64.8% | -$310.04万 | 减仓 |
| ICOW | PACER FDS TR | $167.22万 | 0.16% | 39,401 | 1,742 | 4.6% | $7.39万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $166.94万 | 0.16% | 49,773 | -985 | -1.9% | -$3.30万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $162.49万 | 0.15% | 6,703 | -151 | -2.2% | -$3.66万 | 减仓 |
| META | META PLATFORMS INC | $162.40万 | 0.15% | 2,838 | -222 | -7.3% | -$12.70万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $159.85万 | 0.15% | 27,306 | 14,886 | 119.9% | $87.14万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $159.56万 | 0.15% | 8,132 | 1,272 | 18.5% | $24.96万 | 加仓 |
| SHY | ISHARES TR | $153.60万 | 0.15% | 18,602 | -687 | -3.6% | -$5.67万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $152.72万 | 0.15% | 54,426 | -248 | -0.5% | -$6,959 | 减仓 |
| — | BANK MONTREAL MEDIUM | $149.01万 | 0.14% | 95,335 | 9,997 | 11.7% | $15.63万 | 加仓 |
| CAT | CATERPILLAR INC | $148.74万 | 0.14% | 2,099 | -127 | -5.7% | -$9.00万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $145.69万 | 0.14% | 54,238 | 1,081 | 2.0% | $2.90万 | 加仓 |
| PFF | ISHARES TR | $142.10万 | 0.14% | 46,867 | -8,445 | -15.3% | -$25.61万 | 减仓 |
| FLOT | ISHARES TR | $141.18万 | 0.13% | 27,710 | -6,852 | -19.8% | -$34.91万 | 减仓 |
| BA | BOEING CO | $140.30万 | 0.13% | 7,048 | 475 | 7.2% | $9.46万 | 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 |
| VBR | VANGUARD INDEX FDS | $135.87万 | 0.13% | 6,254 | 465 | 8.0% | $10.10万 | 加仓 |