TrueWealth Advisors, LLC
BIRMINGHAM AL · SEC CIK 0001817714
$4.44亿2026Q2 申报市值
235持仓数
44.9%前十大占比 · 第一大 9.0%
14 / 13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 新建仓+$138.33万
SPYV 加仓+$80.42万
GRNY 加仓+$66.97万
OALC 加仓+$64.01万
OAIM 加仓+$61.55万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$97.09万
HII 清仓-$61.13万
KO 减仓-$60.93万
FSLR 减仓-$48.75万
HONEYWELL INTL I 清仓-$47.53万
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $91.35万 | 0.21% | 7,109 | 525 | 8.0% | $6.75万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $84.88万 | 0.19% | 36,760 | 1,011 | 2.8% | $2.33万 | 加仓 |
| AMGN | AMGEN INC | $83.91万 | 0.19% | 2,317 | 161 | 7.5% | $5.83万 | 加仓 |
| LOW | LOWES COS INC | $82.22万 | 0.19% | 3,729 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $80.46万 | 0.18% | 3,782 | 987 | 35.3% | $21.00万 | 加仓 |
| FLRT | PACER FDS TR | $79.87万 | 0.18% | 17,129 | 559 | 3.4% | $2.61万 | 加仓 |
| CAT | CATERPILLAR INC | $78.84万 | 0.18% | 740 | -55 | -6.9% | -$5.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $78.53万 | 0.18% | 3,092 | -20 | -0.6% | -$5,079 | 减仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $78.47万 | 0.18% | 12,564 | 449 | 3.7% | $2.80万 | 加仓 |
| CSCO | CISCO SYS INC | $78.26万 | 0.18% | 6,662 | -668 | -9.1% | -$7.85万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $78.16万 | 0.18% | 26,557 | -3,000 | -10.1% | -$8.83万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $77.33万 | 0.17% | 6,110 | 665 | 12.2% | $8.42万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $77.13万 | 0.17% | 10,826 | -47 | -0.4% | -$3,349 | 减仓 |
| IWD | ISHARES TR | $76.00万 | 0.17% | 3,135 | -64 | -2.0% | -$1.55万 | 减仓 |
| ABBV | ABBVIE INC | $74.83万 | 0.17% | 2,974 | 362 | 13.9% | $9.11万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $74.14万 | 0.17% | 44,864 | -175 | -0.4% | -$2,892 | 减仓 |
| VTV | VANGUARD INDEX FDS | $73.11万 | 0.16% | 3,355 | 58 | 1.8% | $1.26万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $69.94万 | 0.16% | 715 | 40 | 5.9% | $3.91万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $69.72万 | 0.16% | 4,412 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $69.59万 | 0.16% | 1,198 | -34 | -2.8% | -$1.98万 | 减仓 |
| TBIL | RBB FD INC | $68.78万 | 0.16% | 13,794 | 4,009 | 41.0% | $19.99万 | 加仓 |
| VST | VISTRA CORP | $68.63万 | 0.15% | 4,327 | 46 | 1.1% | $7,296 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $68.62万 | 0.15% | 13,498 | -131 | -1.0% | -$6,660 | 减仓 |
| IUSB | ISHARES TR | $67.24万 | 0.15% | 14,569 | 2,774 | 23.5% | $12.80万 | 加仓 |
| UTES | ETFIS SER TR I | $65.23万 | 0.15% | 7,980 | 207 | 2.7% | $1.69万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $65.12万 | 0.15% | 1,924 | -48 | -2.4% | -$1.62万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $64.80万 | 0.15% | 19,937 | -500 | -2.4% | -$1.63万 | 减仓 |
| ETN | EATON CORP PLC | $63.66万 | 0.14% | 1,494 | -11 | -0.7% | -$4,687 | 减仓 |
| COP | CONOCOPHILLIPS | $63.11万 | 0.14% | 6,071 | -66 | -1.1% | -$6,861 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $63.10万 | 0.14% | 13,918 | 226 | 1.7% | $1.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $62.78万 | 0.14% | 1,841 | -2,847 | -60.7% | -$97.09万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $62.59万 | 0.14% | 25,005 | -2,211 | -8.1% | -$5.53万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $61.97万 | 0.14% | 2,853 | -15 | -0.5% | -$3,258 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $61.01万 | 0.14% | 6,791 | 430 | 6.8% | $3.86万 | 加仓 |
| AVGO | BROADCOM INC | $60.69万 | 0.14% | 1,607 | -70 | -4.2% | -$2.64万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $58.69万 | 0.13% | 5,199 | -521 | -9.1% | -$5.88万 | 减仓 |
| IVW | ISHARES TR | $57.52万 | 0.13% | 4,182 | -192 | -4.4% | -$2.64万 | 减仓 |
| CRWV | COREWEAVE INC | $56.31万 | 0.13% | 5,657 | 5,657 | — | $56.31万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $55.43万 | 0.12% | 5,193 | 432 | 9.1% | $4.61万 | 加仓 |
| KO | COCA COLA CO | $53.35万 | 0.12% | 6,564 | -7,497 | -53.3% | -$60.93万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $51.32万 | 0.12% | 5,347 | 298 | 5.9% | $2.86万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $51.16万 | 0.12% | 745 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X FDS | $50.37万 | 0.11% | 26,948 | -297 | -1.1% | -$5,551 | 减仓 |
| VGT | VANGUARD WORLD FD | $50.10万 | 0.11% | 4,192 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $49.81万 | 0.11% | 4,248 | 2 | 0.0% | $235 | 加仓 |
| PG | PROCTER & GAMBLE CO | $49.33万 | 0.11% | 3,364 | -40 | -1.2% | -$5,866 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $48.82万 | 0.11% | 22,210 | 952 | 4.5% | $2.09万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $48.58万 | 0.11% | 1,371 | -10 | -0.7% | -$3,544 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $47.88万 | 0.11% | 6,146 | 59 | 1.0% | $4,596 | 加仓 |
| FSLR | FIRST SOLAR INC | $47.76万 | 0.11% | 2,024 | -2,066 | -50.5% | -$48.75万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.32万 | 0.11% | 2,692 | -7 | -0.3% | -$1,231 | 减仓 |
| DVY | ISHARES TR | $46.89万 | 0.11% | 3,000 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $46.24万 | 0.10% | 1,250 | -103 | -7.6% | -$3.81万 | 减仓 |
| HDV | ISHARES TR | $46.21万 | 0.10% | 16,860 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $45.42万 | 0.10% | 9,260 | 3,203 | 52.9% | $15.71万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $45.04万 | 0.10% | 11,018 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC | $44.46万 | 0.10% | 33,403 | 3,299 | 11.0% | $4.39万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $42.33万 | 0.10% | 4,915 | 13 | 0.3% | $1,120 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $42.14万 | 0.10% | 8,021 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $41.82万 | 0.09% | 3,060 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $41.62万 | 0.09% | 1,178 | -36 | -3.0% | -$1.27万 | 减仓 |
| MO | ALTRIA GROUP INC | $41.42万 | 0.09% | 5,757 | -2 | -0.0% | -$144 | 减仓 |
| VB | VANGUARD INDEX FDS | $41.41万 | 0.09% | 1,366 | -3 | -0.2% | -$910 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $41.41万 | 0.09% | 2,160 | 1 | 0.0% | $192 | 加仓 |
| GE | GE AEROSPACE | $40.52万 | 0.09% | 1,084 | -72 | -6.2% | -$2.69万 | 减仓 |
| IYF | ISHARES TR | $40.23万 | 0.09% | 3,155 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $40.21万 | 0.09% | 1,085 | 1,085 | — | $40.21万 | 新建仓 |
| — | ISHARES ETHEREUM TR | $39.18万 | 0.09% | 32,951 | 2,710 | 9.0% | $3.22万 | 加仓 |
| QDPL | PACER FDS TR | $38.66万 | 0.09% | 8,578 | -810 | -8.6% | -$3.65万 | 减仓 |
| SHY | ISHARES TR | $38.47万 | 0.09% | 4,685 | -1 | -0.0% | -$82 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $38.10万 | 0.09% | 10,215 | 10,215 | — | $38.10万 | 新建仓 |
| GLD | SPDR GOLD TR | $38.05万 | 0.09% | 1,033 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $37.49万 | 0.08% | 7,408 | -1,113 | -13.1% | -$5.63万 | 减仓 |
| IWP | ISHARES TR | $37.36万 | 0.08% | 2,552 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $37.16万 | 0.08% | 1,959 | 5 | 0.3% | $948 | 加仓 |
| COWG | PACER FDS TR | $36.53万 | 0.08% | 9,100 | -4,283 | -32.0% | -$17.20万 | 减仓 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $36.46万 | 0.08% | 17,481 | 674 | 4.0% | $1.41万 | 加仓 |
| IJH | ISHARES TR | $36.28万 | 0.08% | 4,705 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $36.26万 | 0.08% | 8,936 | -235 | -2.6% | -$9,536 | 减仓 |
| LIN | LINDE PLC | $36.06万 | 0.08% | 695 | -24 | -3.3% | -$1.25万 | 减仓 |
| BA | BOEING CO | $35.67万 | 0.08% | 1,648 | -46 | -2.7% | -$9,958 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $35.44万 | 0.08% | 4,731 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $35.11万 | 0.08% | 7,553 | 427 | 6.0% | $1.99万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $35.01万 | 0.08% | 7,228 | -18 | -0.2% | -$872 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $34.25万 | 0.08% | 11,586 | -500 | -4.1% | -$1.48万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $34.24万 | 0.08% | 12,978 | -682 | -5.0% | -$1.80万 | 减仓 |
| INTC | INTEL CORP | $33.94万 | 0.08% | 2,431 | 2,431 | — | $33.94万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $33.91万 | 0.08% | 1,831 | -42 | -2.2% | -$7,779 | 减仓 |
| PFF | ISHARES TR | $33.60万 | 0.08% | 11,020 | 375 | 3.5% | $1.14万 | 加仓 |
| DE | DEERE & CO | $33.57万 | 0.08% | 529 | -8 | -1.5% | -$5,076 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $33.28万 | 0.08% | 653 | -3 | -0.5% | -$1,529 | 减仓 |
| MCD | MCDONALDS CORP | $32.89万 | 0.07% | 1,217 | -23 | -1.9% | -$6,216 | 减仓 |
| ITA | ISHARES TR | $32.79万 | 0.07% | 1,353 | -32 | -2.3% | -$7,756 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $32.70万 | 0.07% | 2,061 | -66 | -3.1% | -$1.05万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $32.37万 | 0.07% | 6,652 | 6,652 | — | $32.37万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $32.07万 | 0.07% | 317 | 317 | — | $32.07万 | 新建仓 |
| CCJ | CAMECO CORP | $31.92万 | 0.07% | 3,134 | -527 | -14.4% | -$5.37万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $31.58万 | 0.07% | 6,149 | 42 | 0.7% | $2,157 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $31.51万 | 0.07% | 3,415 | -4 | -0.1% | -$369 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $30.06万 | 0.07% | 3,716 | -491 | -11.7% | -$3.97万 | 减仓 |