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 |
|---|---|---|---|---|---|---|---|---|
| NLY | ANNALY CAPITAL | $1,545.28万 | 1.21% | 691,089 | 21,058 | 3.1% | $47.09万 | 加仓 |
| ABBV | ABBVIE INC | $1,595.99万 | 1.25% | 63,424 | -19,515 | -23.5% | -$491.07万 | 减仓 |
| OKE | ONEOK INC | $1,635.27万 | 1.28% | 188,092 | 1,015 | 0.5% | $8.82万 | 加仓 |
| UNH | UNITEDHEALTH GROUP | $1,639.59万 | 1.28% | 39,448 | 13,559 | 52.4% | $563.56万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1,804.13万 | 1.41% | 37,777 | 1,054 | 2.9% | $50.34万 | 加仓 |
| KMI | KINDER MORGAN | $1,817.10万 | 1.42% | 568,377 | 7,139 | 1.3% | $22.82万 | 加仓 |
| LRCX | LAM RESEARCH | $1,827.57万 | 1.43% | 42,175 | 2,319 | 5.8% | $100.49万 | 加仓 |
| TBIL | F/M U S | $1,945.59万 | 1.52% | 390,210 | -616 | -0.2% | -$3.07万 | 减仓 |
| AMZN | AMAZON COM | $1,972.88万 | 1.55% | 82,776 | 451 | 0.5% | $10.75万 | 加仓 |
| JXN | JACKSON FINANCIAL | $2,062.04万 | 1.62% | 201,391 | 1,668 | 0.8% | $17.08万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES | $2,139.56万 | 1.68% | 183,386 | 842 | 0.5% | $9.82万 | 加仓 |
| APP | APPLOVIN CORP | $2,363.20万 | 1.85% | 45,867 | 134 | 0.3% | $6.90万 | 加仓 |
| GOOGL | ALPHABET INC | $2,391.34万 | 1.87% | 66,915 | 796 | 1.2% | $28.45万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $2,428.84万 | 1.90% | 56,294 | 53,358 | 1,817.4% | $2,302.17万 | 加仓 |
| WMB | WILLIAMS COS | $2,656.65万 | 2.08% | 357,365 | 1,075 | 0.3% | $7.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,729.19万 | 2.14% | 73,165 | 725 | 1.0% | $27.04万 | 加仓 |
| VRT | VERTIV HOLDINGS | $3,351.97万 | 2.63% | 100,113 | 602 | 0.6% | $20.16万 | 加仓 |
| AAPL | APPLE INC | $3,406.05万 | 2.67% | 117,710 | 80 | 0.1% | $2.31万 | 加仓 |
| AVGO | BROADCOM INC | $5,442.46万 | 4.26% | 144,076 | -2,176 | -1.5% | -$82.20万 | 减仓 |
| MU | MICRON TECHNOLOGY | $7,353.39万 | 5.76% | 63,705 | 12,457 | 24.3% | $1,437.90万 | 加仓 |
| NVDA | NVIDIA CORP | $1.37亿 | 10.74% | 685,019 | 5,103 | 0.8% | $102.11万 | 加仓 |