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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES | $0 | 0.00% | 0 | -59,355 | -100.0% | -$557.82万 | 清仓 |
| PM | PHILIP MORRIS | $0 | 0.00% | 0 | -30,940 | -100.0% | -$511.56万 | 清仓 |
| BAR | GRANITESHARES GOLD | $0 | 0.00% | 0 | -32,853 | -100.0% | -$151.55万 | 清仓 |
| AXP | AMERICAN EXPRESS | $0 | 0.00% | 0 | -3,669 | -100.0% | -$110.99万 | 清仓 |
| HIG | HARTFORD INSURANCE | $0 | 0.00% | 0 | -5,349 | -100.0% | -$72.33万 | 清仓 |
| XLB | STATE STREET | $0 | 0.00% | 0 | -14,206 | -100.0% | -$70.99万 | 清仓 |
| LMT | LOCKHEED MARTIN | $0 | 0.00% | 0 | -1,149 | -100.0% | -$69.44万 | 清仓 |
| COPX | GLOBAL X | $0 | 0.00% | 0 | -8,227 | -100.0% | -$62.81万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -875 | -100.0% | -$49.29万 | 清仓 |
| FTEC | FIDELITY MSCI | $0 | 0.00% | 0 | -1,656 | -100.0% | -$34.45万 | 清仓 |
| JETS | U S GLOBAL | $0 | 0.00% | 0 | -13,115 | -100.0% | -$32.30万 | 清仓 |
| EPRT | ESSENTIAL PROPERTIES | $0 | 0.00% | 0 | -9,815 | -100.0% | -$29.80万 | 清仓 |
| — | NUVEEN NEW YORK | $12.19万 | 0.01% | 11,375 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP | $16.08万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK | $17.49万 | 0.01% | 14,908 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $21.01万 | 0.02% | 2,999 | 2,999 | — | $21.01万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR | $21.45万 | 0.02% | 823 | 823 | — | $21.45万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS | $21.58万 | 0.02% | 520 | -207 | -28.5% | -$8.59万 | 减仓 |
| COP | CONOCOPHILLIPS | $22.00万 | 0.02% | 2,117 | 44 | 2.1% | $4,573 | 加仓 |
| SOXL | DIREXION DAILY | $22.67万 | 0.02% | 850 | 850 | — | $22.67万 | 新建仓 |
| — | INVESCO NEXT | $22.70万 | 0.02% | 1,076 | 1,076 | — | $22.70万 | 新建仓 |
| ITT | ITT INC | $22.79万 | 0.02% | 1,152 | 14 | 1.2% | $2,769 | 加仓 |
| IBM | INTL BUSINESS | $23.01万 | 0.02% | 818 | -26,190 | -97.0% | -$736.68万 | 减仓 |
| GWW | GRAINGER W W | $23.11万 | 0.02% | 170 | 170 | — | $23.11万 | 新建仓 |
| TT | TRANE TECHNOLOGIES | $23.71万 | 0.02% | 483 | -10 | -2.0% | -$4,908 | 减仓 |
| SNA | SNAP ON | $23.78万 | 0.02% | 591 | -1,033 | -63.6% | -$41.57万 | 减仓 |
| AIT | APPLIED INDUSTRIAL TECH | $24.51万 | 0.02% | 725 | 725 | — | $24.51万 | 新建仓 |
| BALT | INNOVATOR DEFINED | $25.47万 | 0.02% | 7,433 | 7,433 | — | $25.47万 | 新建仓 |
| NEE | NEXTERA ENERGY | $25.60万 | 0.02% | 2,917 | 19 | 0.7% | $1,668 | 加仓 |
| NVG | NUVEEN AMT | $26.18万 | 0.02% | 20,453 | -471 | -2.3% | -$6,029 | 减仓 |
| IRM | IRON MOUNTAIN | $27.51万 | 0.02% | 2,178 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $27.72万 | 0.02% | 697 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES RUSS | $28.03万 | 0.02% | 1,703 | 5 | 0.3% | $823 | 加仓 |
| CMI | CUMMINS INC | $28.31万 | 0.02% | 397 | 397 | — | $28.31万 | 新建仓 |
| DIA | STATE STREET | $28.55万 | 0.02% | 547 | -191 | -25.9% | -$9.97万 | 减仓 |
| DD | DUPONT DE | $28.73万 | 0.02% | 2,118 | -4,219 | -66.6% | -$57.23万 | 减仓 |
| NZF | NUVEEN MUNICIPAL | $30.43万 | 0.02% | 24,000 | -6,039 | -20.1% | -$7.66万 | 减仓 |
| FIX | COMFORT SYSTEMS USA INC | $30.93万 | 0.02% | 156 | 2 | 1.3% | $3,966 | 加仓 |
| VTRS | VIATRIS INC | $31.09万 | 0.02% | 19,577 | 19,577 | — | $31.09万 | 新建仓 |
| AMX | AMERICA MOVIL | $31.68万 | 0.02% | 12,188 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $32.93万 | 0.03% | 1,326 | -25 | -1.9% | -$6,208 | 减仓 |
| VOT | VANGUARD MID | $35.10万 | 0.03% | 1,146 | 2 | 0.2% | $613 | 加仓 |
| VICR | VICOR CORP | $35.13万 | 0.03% | 925 | 925 | — | $35.13万 | 新建仓 |
| NJR | NEW JERSEY | $35.16万 | 0.03% | 6,275 | 0 | 0.0% | — | 不变 |
| PFM | INVESCO DIVIDEND | $35.65万 | 0.03% | 6,428 | -2,050 | -24.2% | -$11.37万 | 减仓 |
| BBN | BLACKROCK TXBL | $36.39万 | 0.03% | 22,502 | 13 | 0.1% | $210 | 加仓 |
| FIDU | FIDELITY MSCI | $36.86万 | 0.03% | 3,700 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $38.28万 | 0.03% | 765 | -51 | -6.2% | -$2.55万 | 减仓 |
| VEA | VANGUARD FTSE | $39.26万 | 0.03% | 5,511 | 10 | 0.2% | $712 | 加仓 |
| PANW | PALO ALTO | $39.29万 | 0.03% | 1,152 | -58,069 | -98.1% | -$1,980.26万 | 减仓 |
| NMZ | NUVEEN MUNICIPAL | $39.66万 | 0.03% | 37,521 | 3,782 | 11.2% | $4.00万 | 加仓 |
| BUFB | INNOVATOR LADDERED | $39.83万 | 0.03% | 10,132 | 76 | 0.8% | $2,988 | 加仓 |
| IWD | ISHARES RUSSELL | $40.72万 | 0.03% | 1,680 | 5 | 0.3% | $1,212 | 加仓 |
| THG | HANOVER INSURANCE | $41.88万 | 0.03% | 1,956 | 9 | 0.5% | $1,927 | 加仓 |
| CBOE | CBOE GLOBAL | $42.42万 | 0.03% | 1,748 | 5 | 0.3% | $1,214 | 加仓 |
| COF | CAPITAL ONE | $43.15万 | 0.03% | 2,151 | -35,751 | -94.3% | -$717.24万 | 减仓 |
| IWF | ISHARES RUSSELL | $44.62万 | 0.03% | 3,593 | 41 | 1.2% | $5,091 | 加仓 |
| VTR | VENTAS INC | $44.68万 | 0.04% | 5,032 | -140 | -2.7% | -$1.24万 | 减仓 |
| ESGV | VANGUARD ESG | $46.07万 | 0.04% | 3,484 | 9 | 0.3% | $1,190 | 加仓 |
| ON | ON SEMICONDUCTOR | $47.27万 | 0.04% | 5,000 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND | $47.78万 | 0.04% | 2,019 | -409 | -16.8% | -$9.68万 | 减仓 |
| VCIT | VANGUARD INTERMEDIATE | $48.11万 | 0.04% | 5,821 | -233 | -3.8% | -$1.93万 | 减仓 |
| WM | WASTE MANAGEMENT | $48.57万 | 0.04% | 2,179 | 10 | 0.5% | $2,229 | 加仓 |
| NBCR | NEUBERGER CORE | $49.43万 | 0.04% | 14,786 | -316 | -2.1% | -$1.06万 | 减仓 |
| XBIL | U S TREASURY | $49.67万 | 0.04% | 9,934 | -150 | -1.5% | -$7,500 | 减仓 |
| MA | MASTERCARD INC | $50.00万 | 0.04% | 973 | -20 | -2.0% | -$1.03万 | 减仓 |
| GDXJ | VANECK JR | $52.07万 | 0.04% | 5,300 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $52.40万 | 0.04% | 11,019 | -43 | -0.4% | -$2,045 | 减仓 |
| EEM | ISHARES MSCI | $52.57万 | 0.04% | 7,684 | 131 | 1.7% | $8,962 | 加仓 |
| VGT | VANGUARD INFORMATION | $52.66万 | 0.04% | 4,406 | 102 | 2.4% | $1.22万 | 加仓 |
| DRI | DARDEN RESTAURANTS | $52.95万 | 0.04% | 2,570 | 2,570 | — | $52.95万 | 新建仓 |
| RTX | RTX CORP | $54.01万 | 0.04% | 2,847 | -32,164 | -91.9% | -$610.15万 | 减仓 |
| ORCL | ORACLE CORP | $54.63万 | 0.04% | 3,728 | 1,830 | 96.4% | $26.82万 | 加仓 |
| MINT | PIMCO EHNANCED | $55.09万 | 0.04% | 5,465 | -249,618 | -97.9% | -$2,516.40万 | 减仓 |
| IJK | ISHARES S&P | $56.39万 | 0.04% | 4,799 | -99 | -2.0% | -$1.16万 | 减仓 |
| VFH | VANGUARD FINANCIALS | $56.59万 | 0.04% | 4,300 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $57.30万 | 0.04% | 6,934 | 22 | 0.3% | $1,818 | 加仓 |
| SFLR | INNOVATOR EQUITY | $58.45万 | 0.05% | 15,151 | 5,659 | 59.6% | $21.83万 | 加仓 |
| XLU | STATE STREET | $60.40万 | 0.05% | 13,323 | 7,970 | 148.9% | $36.13万 | 加仓 |
| XME | STATE STREET | $61.41万 | 0.05% | 5,743 | 243 | 4.4% | $2.60万 | 加仓 |
| QYLD | GLOBAL X | $64.43万 | 0.05% | 34,961 | -1,703 | -4.6% | -$3.14万 | 减仓 |
| FITB | FIFTH THIRD | $66.69万 | 0.05% | 11,831 | 16 | 0.1% | $902 | 加仓 |
| MTB | M&T BANK | $68.33万 | 0.05% | 2,871 | 0 | 0.0% | — | 不变 |
| SCHL | SCHOLASTIC CORP | $69.64万 | 0.05% | 15,140 | -15 | -0.1% | -$690 | 减仓 |
| MCD | MCDONALDS CORP | $72.24万 | 0.06% | 2,673 | -13 | -0.5% | -$3,514 | 减仓 |
| FENI | FIDELITY ENHANCED | $72.79万 | 0.06% | 18,139 | -2,674 | -12.8% | -$10.73万 | 减仓 |
| IYC | ISHARES CONSUMER | $73.51万 | 0.06% | 7,271 | -256 | -3.4% | -$2.59万 | 减仓 |
| IETC | ISHARES U S | $79.22万 | 0.06% | 7,380 | -124 | -1.7% | -$1.33万 | 减仓 |
| PKB | INVESCO BUILDING | $81.44万 | 0.06% | 7,268 | -178 | -2.4% | -$1.99万 | 减仓 |
| BHK | BLACKROCK CORE | $83.45万 | 0.07% | 90,999 | -2,465 | -2.6% | -$2.26万 | 减仓 |
| RPG | INVESCO S&P | $83.78万 | 0.07% | 13,121 | 311 | 2.4% | $1.99万 | 加仓 |
| IMCG | ISHARES MORNINGSTAR | $84.59万 | 0.07% | 8,606 | 223 | 2.7% | $2.19万 | 加仓 |
| PEG | PUBLIC SERVICE | $84.77万 | 0.07% | 10,445 | 26 | 0.2% | $2,110 | 加仓 |
| STT | STATE STREET | $86.09万 | 0.07% | 5,076 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES 20 | $88.44万 | 0.07% | 10,234 | -403 | -3.8% | -$3.48万 | 减仓 |
| IDV | ISHARES INTL | $89.76万 | 0.07% | 21,666 | -238 | -1.1% | -$9,860 | 减仓 |
| QUAL | ISHARES MSCI | $89.91万 | 0.07% | 4,098 | 15 | 0.4% | $3,291 | 加仓 |
| VKQ | INVESCO MUNICIPAL | $90.46万 | 0.07% | 90,101 | 875 | 1.0% | $8,785 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $94.28万 | 0.07% | 3,712 | -57 | -1.5% | -$1.45万 | 减仓 |
| TRV | TRAVELERS COS | $95.94万 | 0.08% | 2,906 | -25 | -0.9% | -$8,253 | 减仓 |