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 |
|---|---|---|---|---|---|---|---|---|
| — | INVESCO NEXT | $22.70万 | 0.02% | 1,076 | 1,076 | — | $22.70万 | 新建仓 |
| SOXL | DIREXION DAILY | $22.67万 | 0.02% | 850 | 850 | — | $22.67万 | 新建仓 |
| COP | CONOCOPHILLIPS | $22.00万 | 0.02% | 2,117 | 44 | 2.1% | $4,573 | 加仓 |
| MSI | MOTOROLA SOLUTIONS | $21.58万 | 0.02% | 520 | -207 | -28.5% | -$8.59万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR | $21.45万 | 0.02% | 823 | 823 | — | $21.45万 | 新建仓 |
| CFG | CITIZENS FINANCIAL | $21.01万 | 0.02% | 2,999 | 2,999 | — | $21.01万 | 新建仓 |
| — | NUVEEN NEW YORK | $17.49万 | 0.01% | 14,908 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP | $16.08万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | NUVEEN NEW YORK | $12.19万 | 0.01% | 11,375 | 0 | 0.0% | — | 不变 |
| 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 |