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 |
|---|---|---|---|---|---|---|---|---|
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -124,602 | -100.0% | -$965.67万 | 清仓 |
| VICI | VICI PROPERTIES | $0 | 0.00% | 0 | -265,865 | -100.0% | -$747.61万 | 清仓 |
| UBER | UBER TECHNOLOGIES | $0 | 0.00% | 0 | -87,606 | -100.0% | -$715.83万 | 清仓 |
| VIRT | VIRTU FINANCIAL | $0 | 0.00% | 0 | -199,238 | -100.0% | -$663.86万 | 清仓 |
| DLR | DIGITAL REALTY | $0 | 0.00% | 0 | -41,931 | -100.0% | -$648.71万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO | $0 | 0.00% | 0 | -109,092 | -100.0% | -$636.55万 | 清仓 |
| HRB | BLOCK H&R | $0 | 0.00% | 0 | -104,731 | -100.0% | -$456.42万 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TMO | THERMO FISHER | $0 | 0.00% | 0 | -6,687 | -100.0% | -$387.48万 | 清仓 |
| IGV | ISHARES EXPANDED | $0 | 0.00% | 0 | -12,556 | -100.0% | -$132.71万 | 清仓 |
| XLF | STATE STREET | $0 | 0.00% | 0 | -17,231 | -100.0% | -$94.37万 | 清仓 |
| — | NUVEEN NEW YORK | $11.61万 | 0.01% | 11,375 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP | $13.47万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK | $16.62万 | 0.02% | 14,908 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES | $20.54万 | 0.02% | 493 | -5 | -1.0% | -$2,083 | 重新持有 |
| FIX | COMFORT SYSTEMS USA INC | $21.24万 | 0.02% | 154 | 154 | — | $21.24万 | 新建仓 |
| ITT | ITT INC | $21.69万 | 0.02% | 1,138 | 1,138 | — | $21.69万 | 新建仓 |
| IRM | IRON MOUNTAIN | $22.25万 | 0.02% | 2,178 | 2,178 | — | $22.25万 | 新建仓 |
| XLU | STATE STREET | $24.56万 | 0.02% | 5,353 | 2,693 | 101.2% | $12.36万 | 重新持有 |
| IWS | ISHARES RUSS | $24.74万 | 0.02% | 1,698 | 13 | 0.8% | $1,894 | 重新持有 |
| AMD | ADVANCED MICRO | $25.55万 | 0.02% | 1,256 | 1,256 | — | $25.55万 | 新建仓 |
| NVG | NUVEEN AMT | $25.80万 | 0.02% | 20,924 | -1,393 | -6.2% | -$1.72万 | 减仓 |
| NEE | NEXTERA ENERGY | $26.92万 | 0.03% | 2,898 | 99 | 3.5% | $9,196 | 重新持有 |
| COP | CONOCOPHILLIPS | $27.37万 | 0.03% | 2,073 | -50 | -2.4% | -$6,601 | 重新持有 |
| ORCL | ORACLE CORP | $27.92万 | 0.03% | 1,898 | -20,406 | -91.5% | -$300.15万 | 重新持有 |
| — | DUPONT DE | $29.02万 | 0.03% | 6,337 | 6,337 | — | $29.02万 | 新建仓 |
| VOT | VANGUARD MID | $29.43万 | 0.03% | 1,144 | 4 | 0.4% | $1,029 | 重新持有 |
| EPRT | ESSENTIAL PROPERTIES | $29.80万 | 0.03% | 9,815 | 9,815 | — | $29.80万 | 新建仓 |
| FDX | FEDEX CORP | $30.77万 | 0.03% | 864 | 10 | 1.2% | $3,561 | 重新持有 |
| ON | ON SEMICONDUCTOR | $30.96万 | 0.03% | 5,000 | 0 | 0.0% | — | 重新持有 |
| AMX | AMERICA MOVIL | $31.05万 | 0.03% | 12,188 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $31.56万 | 0.03% | 727 | 125 | 20.8% | $5.43万 | 重新持有 |
| FIDU | FIDELITY MSCI | $32.01万 | 0.03% | 3,700 | 0 | 0.0% | — | 重新持有 |
| ISRG | INTUITIVE SURGICAL | $32.13万 | 0.03% | 697 | -4 | -0.6% | -$1,844 | 重新持有 |
| JETS | U S GLOBAL | $32.30万 | 0.03% | 13,115 | 13,115 | — | $32.30万 | 新建仓 |
| SFLR | INNOVATOR EQUITY | $33.61万 | 0.03% | 9,492 | 9,492 | — | $33.61万 | 新建仓 |
| THG | HANOVER INSURANCE | $33.75万 | 0.03% | 1,947 | 20 | 1.0% | $3,467 | 重新持有 |
| DIA | STATE STREET | $34.20万 | 0.03% | 738 | 192 | 35.2% | $8.90万 | 重新持有 |
| FTEC | FIDELITY MSCI | $34.45万 | 0.03% | 1,656 | 1,656 | — | $34.45万 | 新建仓 |
| NJR | NEW JERSEY | $34.46万 | 0.03% | 6,275 | 0 | 0.0% | — | 重新持有 |
| NMZ | NUVEEN MUNICIPAL | $35.02万 | 0.03% | 33,739 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD FTSE | $35.25万 | 0.03% | 5,501 | 5,501 | — | $35.25万 | 新建仓 |
| IWD | ISHARES RUSSELL | $35.78万 | 0.03% | 1,675 | 15 | 0.9% | $3,204 | 重新持有 |
| BUFB | INNOVATOR LADDERED | $36.11万 | 0.03% | 10,056 | 2,840 | 39.4% | $10.20万 | 重新持有 |
| BBN | BLACKROCK TXBL | $36.36万 | 0.03% | 22,489 | 130 | 0.6% | $2,102 | 加仓 |
| NZF | NUVEEN MUNICIPAL | $36.59万 | 0.03% | 30,039 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD INFORMATION | $37.51万 | 0.03% | 538 | -25 | -4.4% | -$1.74万 | 重新持有 |
| CEG | CONSTELLATION ENERGY | $37.74万 | 0.04% | 1,351 | 2 | 0.1% | $559 | 重新持有 |
| IWF | ISHARES RUSSELL | $37.85万 | 0.04% | 888 | -1,265 | -58.8% | -$53.92万 | 重新持有 |
| ESGV | VANGUARD ESG | $39.02万 | 0.04% | 3,475 | 14 | 0.4% | $1,572 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY | $39.10万 | 0.04% | 816 | 76 | 10.3% | $3.64万 | 重新持有 |
| VTR | VENTAS INC | $42.30万 | 0.04% | 5,172 | 5,172 | — | $42.30万 | 新建仓 |
| EEM | ISHARES MSCI | $42.89万 | 0.04% | 7,553 | 7,553 | — | $42.89万 | 新建仓 |
| PFM | INVESCO DIVIDEND | $43.32万 | 0.04% | 8,478 | 39 | 0.5% | $1,993 | 重新持有 |
| NBCR | NEUBERGER CORE | $44.81万 | 0.04% | 15,102 | -5,612 | -27.1% | -$16.65万 | 减仓 |
| DELL | DELL TECHNOLOGIES | $48.18万 | 0.04% | 2,936 | 17 | 0.6% | $2,790 | 重新持有 |
| CBOE | CBOE GLOBAL | $49.00万 | 0.05% | 1,743 | 1,743 | — | $49.00万 | 新建仓 |
| IJK | ISHARES S&P | $49.28万 | 0.05% | 4,898 | -823 | -14.4% | -$8.28万 | 重新持有 |
| DE | DEERE & CO | $49.29万 | 0.05% | 875 | 875 | — | $49.29万 | 新建仓 |
| MA | MASTERCARD INC | $49.60万 | 0.05% | 993 | -13,116 | -93.0% | -$655.16万 | 减仓 |
| WM | WASTE MANAGEMENT | $49.84万 | 0.05% | 2,169 | -232 | -9.7% | -$5.33万 | 重新持有 |
| VCIT | VANGUARD INTERMEDIATE | $50.10万 | 0.05% | 6,054 | -557 | -8.4% | -$4.61万 | 重新持有 |
| XBIL | U S TREASURY | $50.45万 | 0.05% | 10,084 | -260 | -2.5% | -$1.30万 | 重新持有 |
| NI | NISOURCE INC | $51.62万 | 0.05% | 11,062 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD FINANCIALS | $51.95万 | 0.05% | 4,300 | 0 | 0.0% | — | 重新持有 |
| VIG | VANGUARD DIVIDEND | $52.22万 | 0.05% | 2,428 | -485 | -16.6% | -$10.43万 | 重新持有 |
| FITB | FIFTH THIRD | $54.89万 | 0.05% | 11,815 | -3,939 | -25.0% | -$18.30万 | 减仓 |
| WFC | WELLS FARGO | $55.03万 | 0.05% | 6,912 | -61,300 | -89.9% | -$488.00万 | 减仓 |
| SNA | SNAP ON | $59.00万 | 0.05% | 1,624 | -578 | -26.2% | -$21.00万 | 重新持有 |
| SCHL | SCHOLASTIC CORP | $59.20万 | 0.06% | 15,155 | -168 | -1.1% | -$6,562 | 减仓 |
| MTB | M&T BANK | $59.35万 | 0.06% | 2,871 | 0 | 0.0% | — | 重新持有 |
| XME | STATE STREET | $59.41万 | 0.06% | 5,500 | 119 | 2.2% | $1.29万 | 重新持有 |
| RPG | INVESCO S&P | $59.88万 | 0.06% | 12,810 | -5,548 | -30.2% | -$25.93万 | 重新持有 |
| COPX | GLOBAL X | $62.81万 | 0.06% | 8,227 | 243 | 3.0% | $1.86万 | 重新持有 |
| QYLD | GLOBAL X | $62.88万 | 0.06% | 36,664 | -3,687 | -9.1% | -$6.32万 | 减仓 |
| GDXJ | VANECK JR | $63.62万 | 0.06% | 5,300 | 0 | 0.0% | — | 重新持有 |
| STT | STATE STREET | $64.24万 | 0.06% | 5,076 | -123 | -2.4% | -$1.56万 | 重新持有 |
| GOOG | ALPHABET INC | $64.49万 | 0.06% | 2,248 | -17,715 | -88.7% | -$508.20万 | 减仓 |
| IMCG | ISHARES MORNINGSTAR | $66.03万 | 0.06% | 8,383 | -3,576 | -29.9% | -$28.17万 | 重新持有 |
| IETC | ISHARES U S | $66.32万 | 0.06% | 7,504 | -1,393 | -15.7% | -$12.31万 | 重新持有 |
| LMT | LOCKHEED MARTIN | $69.44万 | 0.06% | 1,149 | 1,149 | — | $69.44万 | 新建仓 |
| XLB | STATE STREET | $70.99万 | 0.07% | 14,206 | 14,206 | — | $70.99万 | 新建仓 |
| HIG | HARTFORD INSURANCE | $72.33万 | 0.07% | 5,349 | 368 | 7.4% | $4.98万 | 重新持有 |
| PKB | INVESCO BUILDING | $72.65万 | 0.07% | 7,446 | -1,585 | -17.6% | -$15.47万 | 重新持有 |
| IYC | ISHARES CONSUMER | $72.95万 | 0.07% | 7,527 | -1,412 | -15.8% | -$13.69万 | 重新持有 |
| FENI | FIDELITY ENHANCED | $77.42万 | 0.07% | 20,813 | 20,813 | — | $77.42万 | 新建仓 |
| QUAL | ISHARES MSCI | $78.32万 | 0.07% | 4,083 | -627 | -13.3% | -$12.03万 | 重新持有 |
| HYGH | ISHARES INTEREST | $79.92万 | 0.07% | 9,335 | -17,504 | -65.2% | -$149.85万 | 减仓 |
| MCD | MCDONALDS CORP | $83.48万 | 0.08% | 2,686 | 28 | 1.1% | $8,702 | 重新持有 |
| C | CITIGROUP INC | $84.19万 | 0.08% | 7,424 | 7,424 | — | $84.19万 | 新建仓 |
| PEG | PUBLIC SERVICE | $84.34万 | 0.08% | 10,419 | 26 | 0.3% | $2,105 | 加仓 |
| VKQ | INVESCO MUNICIPAL | $84.94万 | 0.08% | 89,226 | -1,424 | -1.6% | -$1.36万 | 减仓 |
| CNO | CNO FINANCIAL | $85.17万 | 0.08% | 20,742 | -231 | -1.1% | -$9,485 | 减仓 |
| TRV | TRAVELERS COS | $85.48万 | 0.08% | 2,931 | 42 | 1.5% | $1.22万 | 重新持有 |
| BHK | BLACKROCK CORE | $85.61万 | 0.08% | 93,464 | 510 | 0.5% | $4,672 | 加仓 |
| XBI | STATE STREET | $88.36万 | 0.08% | 6,918 | 6,918 | — | $88.36万 | 新建仓 |
| GM | GENERAL MOTORS | $91.89万 | 0.09% | 12,333 | 625 | 5.3% | $4.66万 | 加仓 |
| KLAC | KLA CORP | $91.92万 | 0.09% | 624 | 624 | — | $91.92万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $92.14万 | 0.09% | 3,769 | 551 | 17.1% | $13.47万 | 重新持有 |
| TLT | ISHARES 20 | $92.21万 | 0.09% | 10,637 | -100 | -0.9% | -$8,669 | 减仓 |