IBEX WEALTH ADVISORS
BEDMINSTER NJ · SEC CIK 0001686242
$10.74亿2026Q1 申报市值
203持仓数
33.9%前十大占比 · 第一大 11.0%
28 / 10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
MINT 重新持有+$2,487.49万
EXXON MOBIL 重新持有+$1,394.69万
WWD 新建仓+$941.43万
HST 新建仓+$786.74万
APH 重新持有+$752.34万
2026Q1 卖出最多 按季末市值估算
UNM 清仓-$965.67万
VICI 清仓-$747.61万
GILD 减仓-$741.89万
UBER 清仓-$715.83万
AVGO 减仓-$680.98万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL | $92.44万 | 0.09% | 2,882 | 9 | 0.3% | $2,887 | 重新持有 |
| IDV | ISHARES INTL | $93.22万 | 0.09% | 21,904 | 44 | 0.2% | $1,873 | 加仓 |
| ITOT | ISHARES CORE | $95.67万 | 0.09% | 6,717 | 6,717 | — | $95.67万 | 新建仓 |
| MUB | ISHARES NATIONAL | $96.77万 | 0.09% | 9,117 | 177 | 2.0% | $1.88万 | 重新持有 |
| AMAT | APPLIED MATERIALS | $98.11万 | 0.09% | 2,871 | 3 | 0.1% | $1,025 | 重新持有 |
| COST | COSTCO WHOLESALE | $98.22万 | 0.09% | 986 | 61 | 6.6% | $6.08万 | 重新持有 |
| AFL | AFLAC INC | $103.98万 | 0.10% | 9,477 | -1,585 | -14.3% | -$17.39万 | 重新持有 |
| IYY | ISHARES DOW | $104.95万 | 0.10% | 6,624 | 21 | 0.3% | $3,327 | 重新持有 |
| VOE | VANGUARD MID | $105.59万 | 0.10% | 5,729 | -488 | -7.8% | -$8.99万 | 重新持有 |
| CWB | STATE STREET | $106.97万 | 0.10% | 11,689 | 11,689 | — | $106.97万 | 新建仓 |
| FBND | FIDELITY TOTAL | $108.33万 | 0.10% | 23,747 | 36 | 0.2% | $1,642 | 加仓 |
| ITA | ISHARES AEROSPACE | $109.19万 | 0.10% | 4,992 | 118 | 2.4% | $2.58万 | 重新持有 |
| BTZ | BLACKROCK CREDIT | $109.73万 | 0.10% | 108,640 | 992 | 0.9% | $1.00万 | 加仓 |
| WELL | WELLTOWER INC | $110.14万 | 0.10% | 5,571 | -282 | -4.8% | -$5.58万 | 重新持有 |
| AXP | AMERICAN EXPRESS | $110.99万 | 0.10% | 3,669 | -16,360 | -81.7% | -$494.90万 | 减仓 |
| IEFA | ISHARES CORE | $120.28万 | 0.11% | 13,286 | 30 | 0.2% | $2,716 | 加仓 |
| XLI | STATE STREET | $120.58万 | 0.11% | 7,456 | -5,307 | -41.6% | -$85.82万 | 重新持有 |
| VUG | VANGUARD GROWTH | $129.62万 | 0.12% | 2,968 | -947 | -24.2% | -$41.36万 | 重新持有 |
| MS | MORGAN STANLEY | $130.76万 | 0.12% | 7,945 | -26,820 | -77.1% | -$441.40万 | 减仓 |
| EFAV | ISHARES MSCI | $131.01万 | 0.12% | 14,338 | 0 | 0.0% | — | 不变 |
| PGX | INVESCO PFD | $131.75万 | 0.12% | 121,097 | 909 | 0.8% | $9,890 | 加仓 |
| VCSH | VANGUARD SHORT | $139.26万 | 0.13% | 17,567 | -20,340 | -53.7% | -$161.24万 | 减仓 |
| NUV | NUVEEN MUNICIPAL | $145.81万 | 0.14% | 162,191 | -7,797 | -4.6% | -$7.01万 | 减仓 |
| IAU | ISHARES GOLD | $146.72万 | 0.14% | 16,643 | -1,716 | -9.3% | -$15.13万 | 减仓 |
| NAD | NUVEEN QUALITY | $146.84万 | 0.14% | 127,683 | -4,605 | -3.5% | -$5.30万 | 减仓 |
| BAR | GRANITESHARES GOLD | $151.55万 | 0.14% | 32,853 | -1,681 | -4.9% | -$7.75万 | 减仓 |
| PREF | PRINCIPAL SPECTRUM | $154.77万 | 0.14% | 82,237 | -203 | -0.2% | -$3,820 | 减仓 |
| VYM | VANGUARD HIGH | $157.35万 | 0.15% | 10,624 | -1,331 | -11.1% | -$19.71万 | 减仓 |
| IEF | ISHARES 7-10YR | $157.51万 | 0.15% | 16,504 | -892 | -5.1% | -$8.51万 | 减仓 |
| GE | GE AEROSPACE | $167.39万 | 0.16% | 5,899 | -20,780 | -77.9% | -$589.66万 | 减仓 |
| XNEAX | NUVEEN AMT | $170.13万 | 0.16% | 151,497 | -4,603 | -2.9% | -$5.17万 | 减仓 |
| OEF | ISHARES S&P | $172.62万 | 0.16% | 5,427 | -540 | -9.0% | -$17.18万 | 减仓 |
| PFF | ISHARES PFD | $198.62万 | 0.18% | 65,508 | 3,841 | 6.2% | $11.65万 | 加仓 |
| GS | GOLDMAN SACHS | $198.74万 | 0.19% | 2,349 | -5,305 | -69.3% | -$448.84万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $200.20万 | 0.19% | 11,035 | -375 | -3.3% | -$6.80万 | 减仓 |
| GILD | GILEAD SCIENCES | $213.56万 | 0.20% | 15,323 | -53,231 | -77.6% | -$741.89万 | 减仓 |
| VOO | VANGUARD S&P | $215.26万 | 0.20% | 3,603 | 4 | 0.1% | $2,390 | 加仓 |
| JPC | NUVEEN PFD | $220.20万 | 0.21% | 292,047 | -752 | -0.3% | -$5,670 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR | $241.25万 | 0.22% | 7,340 | -249 | -3.3% | -$8.18万 | 减仓 |
| TSLA | TESLA INC | $243.91万 | 0.23% | 6,561 | -2,661 | -28.9% | -$98.92万 | 减仓 |
| XLE | STATE STREET | $284.75万 | 0.27% | 46,483 | 234 | 0.5% | $1.43万 | 加仓 |
| PGR | PROGRESSIVE CORP | $343.87万 | 0.32% | 17,346 | -1,701 | -8.9% | -$33.72万 | 重新持有 |
| XLK | STATE STREET | $373.05万 | 0.35% | 28,070 | -416 | -1.5% | -$5.53万 | 减仓 |
| CMCSA | COMCAST CORP | $483.25万 | 0.45% | 168,323 | 15,941 | 10.5% | $45.77万 | 加仓 |
| EMBJ | EMBRAER S A | $493.69万 | 0.46% | 83,198 | 8,759 | 11.8% | $51.98万 | 加仓 |
| CSCO | CISCO SYSTEMS | $502.01万 | 0.47% | 64,700 | 64,700 | — | $502.01万 | 新建仓 |
| PM | PHILIP MORRIS | $511.56万 | 0.48% | 30,940 | 25,730 | 493.9% | $425.42万 | 重新持有 |
| EFA | ISHARES MSCI | $514.35万 | 0.48% | 52,955 | 1,341 | 2.6% | $13.03万 | 加仓 |
| LIN | LINDE PLC | $526.55万 | 0.49% | 10,621 | 8,702 | 453.5% | $431.41万 | 重新持有 |
| SCHW | SCHWAB CHARLES | $557.82万 | 0.52% | 59,355 | 6,262 | 11.8% | $58.85万 | 加仓 |
| BX | BLACKSTONE INC | $598.02万 | 0.56% | 52,007 | 4,170 | 8.7% | $47.95万 | 加仓 |
| WMT | WALMART INC | $644.03万 | 0.60% | 51,821 | 1,382 | 2.7% | $17.18万 | 加仓 |
| IBM | INTL BUSINESS | $654.65万 | 0.61% | 27,008 | -15,347 | -36.2% | -$372.00万 | 减仓 |
| IVZ | INVESCO LTD | $659.67万 | 0.61% | 271,581 | 254,943 | 1,532.3% | $619.25万 | 加仓 |
| NEM | NEWMONT CORP | $662.75万 | 0.62% | 61,224 | 4,702 | 8.3% | $50.90万 | 加仓 |
| AMCR | AMCOR PLC | $673.20万 | 0.63% | 169,358 | 169,358 | — | $673.20万 | 新建仓 |
| SLG | SL GREEN | $673.72万 | 0.63% | 182,383 | 182,383 | — | $673.72万 | 新建仓 |
| RTX | RTX CORP | $675.35万 | 0.63% | 35,011 | 4,003 | 12.9% | $77.22万 | 加仓 |
| COF | CAPITAL ONE | $691.45万 | 0.64% | 37,902 | -22,600 | -37.4% | -$412.29万 | 减仓 |
| BNY | BANK NEW YORK | $699.96万 | 0.65% | 59,004 | 1,192 | 2.1% | $14.14万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $700.52万 | 0.65% | 25,889 | 2,559 | 11.0% | $69.24万 | 加仓 |
| CAT | CATERPILLAR INC | $702.61万 | 0.65% | 9,917 | 9,917 | — | $702.61万 | 新建仓 |
| USMV | ISHARES MSCI | $703.53万 | 0.66% | 75,860 | -7,308 | -8.8% | -$67.77万 | 减仓 |
| SPY | STATE STREET | $714.74万 | 0.67% | 10,990 | -501 | -4.4% | -$32.58万 | 减仓 |
| JPM | JPMORGAN CHASE | $742.26万 | 0.69% | 25,233 | 509 | 2.1% | $14.97万 | 加仓 |
| LLY | ELI LILLY | $744.39万 | 0.69% | 8,093 | 926 | 12.9% | $85.17万 | 加仓 |
| LAMR | LAMAR ADVERTISING | $747.94万 | 0.70% | 59,051 | 5,707 | 10.7% | $72.28万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $755.28万 | 0.70% | 57,620 | 3,051 | 5.6% | $39.99万 | 加仓 |
| QQQ | INVESCO QQQ | $767.37万 | 0.71% | 13,295 | 76 | 0.6% | $4.39万 | 加仓 |
| APH | AMPHENOL CORP | $775.97万 | 0.72% | 61,414 | 59,544 | 3,184.2% | $752.34万 | 重新持有 |
| HST | HOST HOTELS | $786.74万 | 0.73% | 410,618 | 410,618 | — | $786.74万 | 新建仓 |
| SNEX | STONEX GROUP | $808.83万 | 0.75% | 100,289 | 38,882 | 63.3% | $313.58万 | 加仓 |
| ADC | AGREE REALTY | $819.78万 | 0.76% | 108,753 | 9,568 | 9.6% | $72.12万 | 加仓 |
| LRCX | LAM RESEARCH | $851.56万 | 0.79% | 39,856 | 22,903 | 135.1% | $489.34万 | 加仓 |
| NFG | NATIONAL FUEL | $885.79万 | 0.82% | 94,273 | 6,719 | 7.7% | $63.13万 | 加仓 |
| TFC | TRUIST FINANCIAL | $890.22万 | 0.83% | 193,653 | 11,215 | 6.1% | $51.56万 | 加仓 |
| HWM | HOWMET AEROSPACE | $905.23万 | 0.84% | 39,279 | 2,232 | 6.0% | $51.44万 | 加仓 |
| KIM | KIMCO REALTY | $906.88万 | 0.84% | 403,598 | 61,048 | 17.8% | $137.17万 | 加仓 |
| ANET | ARISTA NETWORKS | $910.56万 | 0.85% | 74,162 | 3,578 | 5.1% | $43.93万 | 加仓 |
| GEV | GE VERNOVA | $917.68万 | 0.85% | 10,513 | 5,786 | 122.4% | $505.06万 | 加仓 |
| CTRE | CARETRUST REIT | $921.35万 | 0.86% | 251,393 | 17,831 | 7.6% | $65.35万 | 加仓 |
| WWD | WOODWARD INC | $941.43万 | 0.88% | 26,303 | 26,303 | — | $941.43万 | 新建仓 |
| PANW | PALO ALTO | $949.43万 | 0.88% | 59,221 | -9,584 | -13.9% | -$153.65万 | 减仓 |
| META | META PLATFORMS | $1,011.61万 | 0.94% | 17,682 | 628 | 3.7% | $35.93万 | 加仓 |
| CME | CME GROUP | $1,026.08万 | 0.96% | 34,741 | 2,247 | 6.9% | $66.37万 | 加仓 |
| PFE | PFIZER INC | $1,057.83万 | 0.98% | 376,721 | 35,574 | 10.4% | $99.89万 | 加仓 |
| IBKR | INTERACTIVE BROKERS | $1,071.39万 | 1.00% | 159,743 | 5,251 | 3.4% | $35.22万 | 加仓 |
| V | VISA INC | $1,088.26万 | 1.01% | 36,007 | 852 | 2.4% | $25.75万 | 加仓 |
| CVX | CHEVRON CORP | $1,170.21万 | 1.09% | 56,559 | 4,134 | 7.9% | $85.53万 | 加仓 |
| MRK | MERCK & COMPANY | $1,216.71万 | 1.13% | 101,148 | 6,268 | 6.6% | $75.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,241.07万 | 1.16% | 36,723 | 3,593 | 10.8% | $121.43万 | 加仓 |
| NLY | ANNALY CAPITAL | $1,417.12万 | 1.32% | 670,031 | 46,346 | 7.4% | $98.02万 | 加仓 |
| SHEL | SHELL PLC | $1,497.46万 | 1.39% | 161,017 | 7,490 | 4.9% | $69.66万 | 加仓 |
| — | EXXON MOBIL | $1,502.61万 | 1.40% | 88,566 | 82,205 | 1,292.3% | $1,394.69万 | 重新持有 |
| AMGN | AMGEN INC | $1,538.77万 | 1.43% | 43,734 | 14,837 | 51.3% | $522.04万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1,638.13万 | 1.53% | 326,322 | 22,694 | 7.5% | $113.92万 | 加仓 |
| OKE | ONEOK INC | $1,690.99万 | 1.57% | 187,077 | 6,315 | 3.5% | $57.08万 | 加仓 |
| T | AT&T INC | $1,693.98万 | 1.58% | 584,332 | 32,064 | 5.8% | $92.95万 | 加仓 |
| AMZN | AMAZON COM | $1,714.58万 | 1.60% | 82,325 | 3,648 | 4.6% | $75.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,731.37万 | 1.61% | 51,248 | 634 | 1.3% | $21.42万 | 加仓 |