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 |
|---|---|---|---|---|---|---|---|---|
| MPC | MARATHON PETE CORP | $28.26万 | 0.07% | 1,157 | -122 | -9.5% | -$2.98万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $27.72万 | 0.07% | 5,453 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $27.67万 | 0.07% | 6,348 | -293 | -4.4% | -$1.28万 | 减仓 |
| KR | KROGER CO | $27.09万 | 0.07% | 3,744 | -8,840 | -70.2% | -$63.96万 | 减仓 |
| CSL | CARLISLE COS INC | $26.69万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $25.42万 | 0.06% | 2,602 | 59 | 2.3% | $5,764 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $25.06万 | 0.06% | 1,232 | -17 | -1.4% | -$3,458 | 减仓 |
| SPGI | S&P GLOBAL INC | $25.04万 | 0.06% | 589 | -847 | -59.0% | -$36.00万 | 减仓 |
| PGR | PROGRESSIVE CORP | $24.95万 | 0.06% | 1,259 | -2,400 | -65.6% | -$47.56万 | 减仓 |
| PEP | PEPSICO INC | $24.63万 | 0.06% | 1,586 | 170 | 12.0% | $2.64万 | 加仓 |
| CLX | CLOROX CO DEL | $24.43万 | 0.06% | 2,358 | 3 | 0.1% | $311 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $24.31万 | 0.06% | 15,535 | 15,535 | — | $24.31万 | 新建仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $23.60万 | 0.06% | 5,872 | -340 | -5.5% | -$1.37万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $23.40万 | 0.06% | 4,022 | -903 | -18.3% | -$5.25万 | 减仓 |
| EMR | EMERSON ELEC CO | $23.39万 | 0.06% | 1,785 | -182 | -9.3% | -$2.39万 | 减仓 |
| IEMG | ISHARES INC | $23.29万 | 0.06% | 3,339 | -341 | -9.3% | -$2.38万 | 减仓 |
| EFX | EQUIFAX INC | $23.21万 | 0.06% | 1,289 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $23.18万 | 0.06% | 300 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $23.08万 | 0.06% | 1,133 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $22.95万 | 0.06% | 10,017 | 10,017 | — | $22.95万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $22.81万 | 0.06% | 4,579 | -1,218 | -21.0% | -$6.07万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $22.79万 | 0.06% | 5,075 | 0 | 0.0% | — | 不变 |
| MBB | ISHARES TR | $22.64万 | 0.06% | 2,385 | -9 | -0.4% | -$854 | 减仓 |
| EFV | ISHARES TR | $22.62万 | 0.06% | 3,043 | -66 | -2.1% | -$4,907 | 减仓 |
| VCR | VANGUARD WORLD FD | $22.22万 | 0.06% | 619 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $21.60万 | 0.05% | 3,612 | -93 | -2.5% | -$5,560 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $21.16万 | 0.05% | 2,741 | -227 | -7.6% | -$1.75万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $21.07万 | 0.05% | 779 | 18 | 2.4% | $4,868 | 加仓 |
| PAAA | PGIM ETF TR | $20.98万 | 0.05% | 4,100 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $20.98万 | 0.05% | 1,314 | 1,314 | — | $20.98万 | 新建仓 |
| MTUM | ISHARES TR | $20.86万 | 0.05% | 869 | -4 | -0.5% | -$960 | 减仓 |
| SEIC | SEI INVTS CO | $20.72万 | 0.05% | 2,640 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $20.35万 | 0.05% | 619 | -41 | -6.2% | -$1.35万 | 减仓 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | -39,858 | -100.0% | -$181.15万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -2,358 | -100.0% | -$54.20万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -793 | -100.0% | -$47.98万 | 清仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $0 | 0.00% | 0 | -8,432 | -100.0% | -$36.80万 | 清仓 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -14,119 | -100.0% | -$31.57万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,721 | -100.0% | -$30.59万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -438 | -100.0% | -$29.51万 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -7,561 | -100.0% | -$26.06万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -1,631 | -100.0% | -$24.25万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,246 | -100.0% | -$22.57万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -1,655 | -100.0% | -$21.92万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -5,282 | -100.0% | -$21.83万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,185 | -100.0% | -$21.77万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -629 | -100.0% | -$21.57万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | -5,779 | -100.0% | -$20.12万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -11,539 | -100.0% | -$19.03万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -13,950 | -100.0% | -$16.28万 | 清仓 |