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 |
|---|---|---|---|---|---|---|---|---|
| — | NUVEEN NEW YORK | $16.62万 | 0.02% | 14,908 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP | $13.47万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK | $11.61万 | 0.01% | 11,375 | 0 | 0.0% | — | 不变 |
| 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 |