IBEX WEALTH ADVISORS
BEDMINSTER NJ · SEC CIK 0001686242
$12.76亿2026Q2 申报市值
209持仓数
35.9%前十大占比 · 第一大 10.7%
17 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DELL 加仓+$2,302.17万
MU 加仓+$1,437.90万
AMAT 加仓+$1,163.36万
GLW 新建仓+$787.53万
C 加仓+$680.94万
2026Q2 卖出最多 按季末市值估算
MINT 减仓-$2,516.40万
PANW 减仓-$1,980.26万
GEV 减仓-$1,022.59万
IBM 减仓-$736.68万
COF 减仓-$717.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FDXF | FEDEX FREIGHT | $96.61万 | 0.08% | 6,398 | 6,398 | — | $96.61万 | 新建仓 |
| GM | GENERAL MOTORS | $96.74万 | 0.08% | 12,551 | 218 | 1.8% | $1.68万 | 加仓 |
| COST | COSTCO WHOLESALE | $97.71万 | 0.08% | 1,045 | 59 | 6.0% | $5.52万 | 加仓 |
| MUB | ISHARES NATIONAL | $97.81万 | 0.08% | 9,088 | -29 | -0.3% | -$3,121 | 减仓 |
| GOOG | ALPHABET INC | $99.81万 | 0.08% | 2,825 | 577 | 25.7% | $20.39万 | 加仓 |
| CNO | CNO FINANCIAL | $104.45万 | 0.08% | 20,489 | -253 | -1.2% | -$1.29万 | 减仓 |
| VTI | VANGUARD TOTAL | $105.65万 | 0.08% | 2,855 | -27 | -0.9% | -$9,991 | 减仓 |
| BTZ | BLACKROCK CREDIT | $108.42万 | 0.08% | 106,089 | -2,551 | -2.3% | -$2.61万 | 减仓 |
| FBND | FIDELITY TOTAL | $108.52万 | 0.09% | 23,856 | 109 | 0.5% | $4,958 | 加仓 |
| AFL | AFLAC INC | $109.09万 | 0.09% | 9,304 | -173 | -1.8% | -$2.03万 | 减仓 |
| VOE | VANGUARD MID | $110.38万 | 0.09% | 5,586 | -143 | -2.5% | -$2.83万 | 减仓 |
| XBI | STATE STREET | $113.22万 | 0.09% | 7,155 | 237 | 3.4% | $3.75万 | 加仓 |
| IAU | ISHARES GOLD | $113.36万 | 0.09% | 15,013 | -1,630 | -9.8% | -$12.31万 | 减仓 |
| ITOT | ISHARES CORE | $115.67万 | 0.09% | 7,042 | 325 | 4.8% | $5.34万 | 加仓 |
| IYY | ISHARES DOW | $121.31万 | 0.10% | 6,655 | 31 | 0.5% | $5,651 | 加仓 |
| VCSH | VANGUARD SHORT | $122.72万 | 0.10% | 15,528 | -2,039 | -11.6% | -$16.11万 | 减仓 |
| ITA | ISHARES AEROSPACE | $123.20万 | 0.10% | 5,082 | 90 | 1.8% | $2.18万 | 加仓 |
| EFAV | ISHARES MSCI | $124.25万 | 0.10% | 14,166 | -172 | -1.2% | -$1.51万 | 减仓 |
| WELL | WELLTOWER INC | $124.72万 | 0.10% | 5,495 | -76 | -1.4% | -$1.72万 | 减仓 |
| PGX | INVESCO PFD | $127.85万 | 0.10% | 117,940 | -3,157 | -2.6% | -$3.42万 | 减仓 |
| IEFA | ISHARES CORE | $129.24万 | 0.10% | 13,381 | 95 | 0.7% | $9,175 | 加仓 |
| ILF | ISHARES LATIN | $134.92万 | 0.11% | 39,975 | 39,975 | — | $134.92万 | 新建仓 |
| WMT | WALMART INC | $136.10万 | 0.11% | 12,017 | -39,804 | -76.8% | -$450.80万 | 减仓 |
| NAD | NUVEEN QUALITY | $143.54万 | 0.11% | 118,437 | -9,246 | -7.2% | -$11.21万 | 减仓 |
| HYGH | ISHARES INTEREST | $144.71万 | 0.11% | 16,708 | 7,373 | 79.0% | $63.86万 | 加仓 |
| NUV | NUVEEN MUNICIPAL | $147.93万 | 0.12% | 160,447 | -1,744 | -1.1% | -$1.61万 | 减仓 |
| IEF | ISHARES 7-10YR | $151.65万 | 0.12% | 16,036 | -468 | -2.8% | -$4.43万 | 减仓 |
| PREF | PRINCIPAL SPECTRUM | $157.01万 | 0.12% | 82,375 | 138 | 0.2% | $2,630 | 加仓 |
| VYM | VANGUARD HIGH | $157.22万 | 0.12% | 9,949 | -675 | -6.4% | -$10.67万 | 减仓 |
| IYW | ISHARES TECHNOLOGY | $157.24万 | 0.12% | 6,234 | -4,801 | -43.5% | -$121.10万 | 减仓 |
| XNEAX | NUVEEN AMT | $173.49万 | 0.14% | 147,780 | -3,717 | -2.5% | -$4.36万 | 减仓 |
| KLAC | KLA CORP | $187.83万 | 0.15% | 6,226 | -14 | -0.2% | -$4,224 | 减仓 |
| OEF | ISHARES S&P | $189.18万 | 0.15% | 5,171 | -256 | -4.7% | -$9.37万 | 减仓 |
| GILD | GILEAD SCIENCES | $198.50万 | 0.16% | 15,711 | 388 | 2.5% | $4.90万 | 加仓 |
| PFF | ISHARES PFD | $200.48万 | 0.16% | 65,754 | 246 | 0.4% | $7,500 | 加仓 |
| CWB | STATE STREET | $207.97万 | 0.16% | 19,289 | 7,600 | 65.0% | $81.94万 | 加仓 |
| GEV | GE VERNOVA | $212.67万 | 0.17% | 1,810 | -8,703 | -82.8% | -$1,022.59万 | 减仓 |
| JPC | NUVEEN PFD | $227.73万 | 0.18% | 288,992 | -3,055 | -1.0% | -$2.41万 | 减仓 |
| VOO | VANGUARD S&P | $244.57万 | 0.19% | 3,561 | -42 | -1.2% | -$2.88万 | 减仓 |
| TSLA | TESLA INC | $268.76万 | 0.21% | 6,390 | -171 | -2.6% | -$7.19万 | 减仓 |
| JPM | JPMORGAN CHASE | $289.69万 | 0.23% | 8,850 | -16,383 | -64.9% | -$536.28万 | 减仓 |
| VUG | VANGUARD GROWTH | $298.94万 | 0.23% | 34,704 | 16,896 | 94.9% | $145.54万 | 加仓 |
| XLI | STATE STREET | $303.72万 | 0.24% | 16,397 | 8,941 | 119.9% | $165.61万 | 加仓 |
| XLE | STATE STREET | $305.96万 | 0.24% | 57,609 | 11,126 | 23.9% | $59.09万 | 加仓 |
| PGR | PROGRESSIVE CORP | $406.08万 | 0.32% | 18,589 | 1,243 | 7.2% | $27.15万 | 加仓 |
| CMCSA | COMCAST CORP | $434.20万 | 0.34% | 176,863 | 8,540 | 5.1% | $20.97万 | 加仓 |
| SOXX | ISHARES SEMICONDUCTOR | $468.27万 | 0.37% | 7,308 | -32 | -0.4% | -$2.05万 | 减仓 |
| FDX | FEDEX CORP | $501.90万 | 0.39% | 16,028 | 15,164 | 1,755.1% | $474.84万 | 加仓 |
| STEP | STEPSTONE GROUP | $503.70万 | 0.39% | 121,785 | 121,785 | — | $503.70万 | 新建仓 |
| XLK | STATE STREET | $515.36万 | 0.40% | 27,050 | -1,020 | -3.6% | -$19.43万 | 减仓 |
| EFA | ISHARES MSCI | $557.24万 | 0.44% | 53,643 | 688 | 1.3% | $7.15万 | 加仓 |
| LIN | LINDE PLC | $570.04万 | 0.45% | 10,985 | 364 | 3.4% | $18.89万 | 加仓 |
| EMBJ | EMBRAER S A | $570.26万 | 0.45% | 89,383 | 6,185 | 7.4% | $39.46万 | 加仓 |
| SBUX | STARBUCKS CORP | $578.48万 | 0.45% | 56,608 | 56,608 | — | $578.48万 | 新建仓 |
| NEM | NEWMONT CORP | $598.45万 | 0.47% | 64,074 | 2,850 | 4.7% | $26.62万 | 加仓 |
| AMD | ADVANCED MICRO | $605.83万 | 0.47% | 10,429 | 9,173 | 730.3% | $532.87万 | 加仓 |
| SPG | SIMON PROPERTY | $615.61万 | 0.48% | 27,525 | 27,525 | — | $615.61万 | 新建仓 |
| BX | BLACKSTONE INC | $636.04万 | 0.50% | 54,053 | 2,046 | 3.9% | $24.08万 | 加仓 |
| SPY | STATE STREET | $700.43万 | 0.55% | 9,380 | -1,610 | -14.6% | -$120.22万 | 减仓 |
| USMV | ISHARES MSCI | $725.59万 | 0.57% | 75,222 | -638 | -0.8% | -$6.15万 | 减仓 |
| MS | MORGAN STANLEY | $726.33万 | 0.57% | 34,746 | 26,801 | 337.3% | $560.25万 | 加仓 |
| IVZ | INVESCO LTD | $738.01万 | 0.58% | 279,655 | 8,074 | 3.0% | $21.31万 | 加仓 |
| GE | GE AEROSPACE | $738.60万 | 0.58% | 19,763 | 13,864 | 235.0% | $518.14万 | 加仓 |
| NFG | NATIONAL FUEL | $750.02万 | 0.59% | 97,141 | 2,868 | 3.0% | $22.14万 | 加仓 |
| AMCR | AMCOR PLC | $757.33万 | 0.59% | 174,700 | 5,342 | 3.2% | $23.16万 | 加仓 |
| C | CITIGROUP INC | $784.85万 | 0.62% | 56,077 | 48,653 | 655.3% | $680.94万 | 加仓 |
| GLW | CORNING INC | $787.53万 | 0.62% | 30,831 | 30,831 | — | $787.53万 | 新建仓 |
| CME | CME GROUP | $788.56万 | 0.62% | 35,709 | 968 | 2.8% | $21.38万 | 加仓 |
| CSCO | CISCO SYSTEMS | $802.27万 | 0.63% | 68,302 | 3,602 | 5.6% | $42.31万 | 加仓 |
| AEP | AMERICAN ELECTRIC | $808.60万 | 0.63% | 59,104 | 1,484 | 2.6% | $20.30万 | 加仓 |
| GS | GOLDMAN SACHS | $834.97万 | 0.65% | 8,256 | 5,907 | 251.5% | $597.40万 | 加仓 |
| ADC | AGREE REALTY | $855.27万 | 0.67% | 112,922 | 4,169 | 3.8% | $31.58万 | 加仓 |
| PFE | PFIZER INC | $938.05万 | 0.74% | 389,557 | 12,836 | 3.4% | $30.91万 | 加仓 |
| BNY | BANK NEW YORK | $938.97万 | 0.74% | 64,931 | 5,927 | 10.0% | $85.71万 | 加仓 |
| CVX | CHEVRON CORP | $954.74万 | 0.75% | 57,598 | 1,039 | 1.8% | $17.22万 | 加仓 |
| LAMR | LAMAR ADVERTISING | $969.40万 | 0.76% | 62,149 | 3,098 | 5.2% | $48.32万 | 加仓 |
| SLG | SL GREEN | $985.12万 | 0.77% | 190,288 | 7,905 | 4.3% | $40.92万 | 加仓 |
| QQQ | INVESCO QQQ | $988.92万 | 0.77% | 13,429 | 134 | 1.0% | $9.87万 | 加仓 |
| TFC | TRUIST FINANCIAL | $989.86万 | 0.78% | 198,688 | 5,035 | 2.6% | $25.08万 | 加仓 |
| HST | HOST HOTELS | $1,004.27万 | 0.79% | 423,564 | 12,946 | 3.2% | $30.69万 | 加仓 |
| META | META PLATFORMS | $1,023.43万 | 0.80% | 18,169 | 487 | 2.8% | $27.43万 | 加仓 |
| CTRE | CARETRUST REIT | $1,051.08万 | 0.82% | 260,491 | 9,098 | 3.6% | $36.71万 | 加仓 |
| CAT | CATERPILLAR INC | $1,061.16万 | 0.83% | 9,965 | 48 | 0.5% | $5.11万 | 加仓 |
| KIM | KIMCO REALTY | $1,071.93万 | 0.84% | 422,853 | 19,255 | 4.8% | $48.81万 | 加仓 |
| HWM | HOWMET AEROSPACE | $1,090.97万 | 0.85% | 40,578 | 1,299 | 3.3% | $34.92万 | 加仓 |
| APH | AMPHENOL CORP | $1,129.54万 | 0.89% | 64,062 | 2,648 | 4.3% | $46.69万 | 加仓 |
| AMGN | AMGEN INC | $1,146.29万 | 0.90% | 31,655 | -12,079 | -27.6% | -$437.40万 | 减仓 |
| WWD | WOODWARD INC | $1,156.98万 | 0.91% | 27,195 | 892 | 3.4% | $37.95万 | 加仓 |
| — | EXXON MOBIL | $1,222.04万 | 0.96% | 89,383 | 817 | 0.9% | $11.17万 | 加仓 |
| SNEX | STONEX GROUP | $1,226.16万 | 0.96% | 103,473 | 3,184 | 3.2% | $37.73万 | 加仓 |
| T | AT&T INC | $1,233.22万 | 0.97% | 595,758 | 11,426 | 2.0% | $23.65万 | 加仓 |
| V | VISA INC | $1,240.11万 | 0.97% | 36,146 | 139 | 0.4% | $4.77万 | 加仓 |
| SHEL | SHELL PLC | $1,273.15万 | 1.00% | 164,192 | 3,175 | 2.0% | $24.62万 | 加仓 |
| INTC | INTEL CORP | $1,274.57万 | 1.00% | 91,282 | -26,591 | -22.6% | -$371.29万 | 重新持有 |
| ANET | ARISTA NETWORKS | $1,295.98万 | 1.02% | 76,288 | 2,126 | 2.9% | $36.12万 | 加仓 |
| MRK | MERCK & COMPANY | $1,333.20万 | 1.04% | 103,751 | 2,603 | 2.6% | $33.45万 | 加仓 |
| AMAT | APPLIED MATERIALS | $1,370.93万 | 1.07% | 18,962 | 16,091 | 560.5% | $1,163.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $1,413.84万 | 1.11% | 333,925 | 7,603 | 2.3% | $32.19万 | 加仓 |
| IBKR | INTERACTIVE BROKERS | $1,423.75万 | 1.12% | 163,575 | 3,832 | 2.4% | $33.35万 | 加仓 |
| LLY | ELI LILLY | $1,464.23万 | 1.15% | 12,208 | 4,115 | 50.8% | $493.55万 | 加仓 |