TrueWealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001817714
$3.98亿2026Q1 申报市值
233持仓数
44.7%前十大占比 · 第一大 8.5%
10 / 17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
GRNJ 加仓+$883.76万
FBND 加仓+$709.71万
SPYV 加仓+$568.27万
CGMS 加仓+$390.98万
GRNY 加仓+$216.05万
2026Q1 卖出最多 按季末市值估算
XMHQ 减仓-$450.56万
ACIO 减仓-$402.01万
FMDE 减仓-$370.74万
SJNK 减仓-$326.92万
FTSL 减仓-$318.61万
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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $134.56万 | 0.34% | 26,805 | -3,130 | -10.5% | -$15.71万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $135.24万 | 0.34% | 49,811 | 7,713 | 18.3% | $20.94万 | 加仓 |
| OSCV | ETF SER SOLUTIONS | $140.84万 | 0.35% | 35,709 | -2,310 | -6.1% | -$9.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $142.88万 | 0.36% | 4,975 | -39 | -0.8% | -$1.12万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $145.61万 | 0.37% | 43,427 | 287 | 0.7% | $9,623 | 加仓 |
| NVDA | NVIDIA CORPORATION | $149.85万 | 0.38% | 8,592 | -324 | -3.6% | -$5.65万 | 减仓 |
| WMB | WILLIAMS COS INC | $150.74万 | 0.38% | 20,712 | 1 | 0.0% | $73 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $153.47万 | 0.39% | 6,459 | -683 | -9.6% | -$16.23万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $153.84万 | 0.39% | 31,582 | -13,552 | -30.0% | -$66.01万 | 减仓 |
| OAIM | UNIFIED SER TR | $154.90万 | 0.39% | 35,976 | 16,754 | 87.2% | $72.14万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $159.15万 | 0.40% | 47,450 | -5,482 | -10.4% | -$18.39万 | 减仓 |
| — | DBX ETF TR | $159.41万 | 0.40% | 46,713 | -3,783 | -7.5% | -$12.91万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $161.14万 | 0.41% | 62,898 | -7,145 | -10.2% | -$18.31万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $162.73万 | 0.41% | 48,188 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $164.31万 | 0.41% | 4,420 | 265 | 6.4% | $9.85万 | 加仓 |
| GL | GLOBE LIFE INC | $165.99万 | 0.42% | 11,927 | 316 | 2.7% | $4.40万 | 加仓 |
| T | AT&T INC | $196.99万 | 0.50% | 67,951 | 1,852 | 2.8% | $5.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $198.35万 | 0.50% | 5,358 | 139 | 2.7% | $5.15万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $198.47万 | 0.50% | 25,930 | -690 | -2.6% | -$5.28万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $210.14万 | 0.53% | 9,771 | 1 | 0.0% | $215 | 加仓 |
| AMZN | AMAZON COM INC | $211.12万 | 0.53% | 10,137 | 540 | 5.6% | $11.25万 | 加仓 |
| CVX | CHEVRON CORPORATION | $221.23万 | 0.56% | 10,693 | -210 | -1.9% | -$4.34万 | 减仓 |
| — | EXXON MOBIL CORP | $222.85万 | 0.56% | 13,135 | -317 | -2.4% | -$5.38万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $241.84万 | 0.61% | 43,559 | -912 | -2.1% | -$5.06万 | 减仓 |
| IBD | NORTHERN LTS FD TR IV | $263.08万 | 0.66% | 110,273 | 18,047 | 19.6% | $43.05万 | 加仓 |
| WMT | WALMART INC | $264.23万 | 0.66% | 21,261 | 309 | 1.5% | $3.84万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $270.50万 | 0.68% | 47,724 | 153 | 0.3% | $8,672 | 加仓 |
| AAPL | APPLE INC | $289.86万 | 0.73% | 11,421 | 144 | 1.3% | $3.65万 | 加仓 |
| HEI/A | HEICO CORP NEW | $321.54万 | 0.81% | 15,232 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $322.30万 | 0.81% | 47,202 | 8,564 | 22.2% | $58.48万 | 加仓 |
| COWZ | PACER FDS TR | $334.32万 | 0.84% | 53,440 | 1,617 | 3.1% | $10.12万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $377.66万 | 0.95% | 75,290 | 4,115 | 5.8% | $20.64万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $381.13万 | 0.96% | 8,228 | 407 | 5.2% | $18.85万 | 加仓 |
| OALC | UNIFIED SER TR | $400.23万 | 1.01% | 116,784 | 1,613 | 1.4% | $5.53万 | 加仓 |
| SO | SOUTHERN CO | $407.59万 | 1.03% | 42,229 | -1,667 | -3.8% | -$16.09万 | 减仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $476.77万 | 1.20% | 65,463 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $503.42万 | 1.27% | 164,089 | -7,805 | -4.5% | -$23.95万 | 减仓 |
| ACIO | ETF SER SOLUTIONS | $538.78万 | 1.36% | 128,403 | -95,807 | -42.7% | -$402.01万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $648.66万 | 1.63% | 261,874 | 21,170 | 8.8% | $52.44万 | 加仓 |
| IGRO | ISHARES TR | $739.70万 | 1.86% | 88,301 | 3,253 | 3.8% | $27.25万 | 加仓 |
| FRDM | EA SERIES TRUST | $768.43万 | 1.93% | 140,610 | -82 | -0.1% | -$4,481 | 减仓 |
| GRNJ | TIDAL TRUST III | $903.95万 | 2.27% | 361,434 | 353,362 | 4,377.6% | $883.76万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,051.35万 | 2.64% | 266,637 | -5,974 | -2.2% | -$23.56万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,125.79万 | 2.83% | 19,505 | 1,025 | 5.5% | $59.16万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,158.03万 | 2.91% | 204,672 | 100,437 | 96.4% | $568.27万 | 加仓 |
| DRSK | ETF SER SOLUTIONS | $1,281.66万 | 3.22% | 468,957 | 42,211 | 9.9% | $115.36万 | 加仓 |
| DBEF | DBX ETF TR | $1,718.69万 | 4.32% | 347,913 | 3,694 | 1.1% | $18.25万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $2,147.89万 | 5.40% | 788,795 | 143,585 | 22.3% | $390.98万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,249.56万 | 5.66% | 34,591 | 254 | 0.7% | $16.52万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,756.78万 | 6.93% | 604,293 | 155,570 | 34.7% | $709.71万 | 加仓 |
| GRNY | TIDAL TRUST I | $3,373.11万 | 8.48% | 1,413,116 | 90,510 | 6.8% | $216.05万 | 加仓 |