Icon Wealth Advisors, LLC
HOUSTON TX · SEC CIK 0001963212
$15.49亿2026Q1 申报市值
389持仓数
36.8%前十大占比 · 第一大 8.7%
31 / 39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
IVV 加仓+$3,018.41万
EFG 加仓+$2,343.10万
BLCR 新建仓+$2,072.84万
IDEF 新建仓+$1,559.52万
LMUB 新建仓+$1,486.02万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$3,914.33万
ITA 减仓-$909.82万
IAU 减仓-$893.37万
MSFT 减仓-$666.32万
AVGO 减仓-$624.69万
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 |
|---|---|---|---|---|---|---|---|---|
| WMB | WILLIAMS COS INC COM | $747.85万 | 0.48% | 101,999 | -521 | -0.5% | -$3.82万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $804.78万 | 0.52% | 16,929 | -575 | -3.3% | -$27.33万 | 减仓 |
| V | VISA INC COM CL A | $814.08万 | 0.53% | 24,311 | -5,784 | -19.2% | -$193.68万 | 减仓 |
| META | META PLATFORMS INC CL A | $815.69万 | 0.53% | 12,190 | -781 | -6.0% | -$52.26万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $836.99万 | 0.54% | 22,576 | 5,620 | 33.1% | $208.36万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $1,063.28万 | 0.69% | 24,343 | 20,332 | 506.9% | $888.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $1,064.55万 | 0.69% | 34,424 | -5,978 | -14.8% | -$184.87万 | 减仓 |
| WTTR | SELECT WATER SOLUTIONS INC CL A COM | $1,070.27万 | 0.69% | 629,569 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1,122.13万 | 0.72% | 225,372 | 31,731 | 16.4% | $157.99万 | 加仓 |
| AVGO | BROADCOM INC COM | $1,163.54万 | 0.75% | 28,697 | -15,407 | -34.9% | -$624.69万 | 减仓 |
| BINC | ISHARES FLEXIBLE INCOME ACTIVE ETF | $1,221.00万 | 0.79% | 233,729 | 600 | 0.3% | $3.13万 | 加仓 |
| GOVT | ISHARES U.S. TREASURY BOND ETF | $1,285.80万 | 0.83% | 564,071 | 502,799 | 820.6% | $1,146.13万 | 加仓 |
| MBB | ISHARES MBS ETF | $1,297.63万 | 0.84% | 137,156 | 6,808 | 5.2% | $64.41万 | 加仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,302.62万 | 0.84% | 37,506 | -14,821 | -28.3% | -$514.75万 | 减仓 |
| LMUB | ISHARES LONG-TERM NATIONAL MUNI BOND ETF | $1,486.02万 | 0.96% | 293,216 | 293,216 | — | $1,486.02万 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $1,559.52万 | 1.01% | 480,800 | 480,800 | — | $1,559.52万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L P COM | $1,561.34万 | 1.01% | 402,511 | -54,626 | -11.9% | -$211.89万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $1,852.89万 | 1.20% | 52,949 | -3,468 | -6.1% | -$121.36万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $1,896.58万 | 1.22% | 26,653 | 1,115 | 4.4% | $79.34万 | 加仓 |
| TLH | ISHARES 10-20 YEAR TREASURY BOND ETF | $2,024.18万 | 1.31% | 202,864 | -49,052 | -19.5% | -$489.44万 | 减仓 |
| BLCR | ISHARES LARGE CAP CORE ACTIVE ETF | $2,072.84万 | 1.34% | 442,160 | 442,160 | — | $2,072.84万 | 新建仓 |
| CVX | CHEVRON CORPORATION COM | $2,221.06万 | 1.43% | 115,548 | -5,087 | -4.2% | -$97.78万 | 减仓 |
| AMZN | AMAZON COM INC COM | $2,297.47万 | 1.48% | 87,343 | -20,398 | -18.9% | -$536.55万 | 减仓 |
| — | EXXON MOBIL CORP COM | $2,357.05万 | 1.52% | 152,392 | -12,919 | -7.8% | -$199.82万 | 减仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $2,389.31万 | 1.54% | 86,036 | 9,312 | 12.1% | $258.60万 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $2,459.73万 | 1.59% | 229,796 | 11,578 | 5.3% | $123.93万 | 加仓 |
| THRO | ISHARES U.S. THEMATIC ROTATION ACTIVE ETF | $2,711.32万 | 1.75% | 672,284 | 83,725 | 14.2% | $337.66万 | 加仓 |
| AAPL | APPLE INC COM | $2,969.55万 | 1.92% | 109,914 | -17,385 | -13.7% | -$469.69万 | 减仓 |
| BAI | ISHARES A.I. INNOVATION AND TECH ACTIVE ETF | $2,994.06万 | 1.93% | 721,285 | 105,262 | 17.1% | $436.94万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3,088.15万 | 1.99% | 171,316 | -5,235 | -3.0% | -$94.37万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $3,195.91万 | 2.06% | 155,322 | 12,580 | 8.8% | $258.85万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $3,209.17万 | 2.07% | 75,606 | -15,698 | -17.2% | -$666.32万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $3,299.24万 | 2.13% | 157,670 | -20,949 | -11.7% | -$438.36万 | 减仓 |
| EFG | ISHARES MSCI EAFE GROWTH ETF | $3,377.69万 | 2.18% | 290,554 | 201,557 | 226.5% | $2,343.10万 | 加仓 |
| IUSB | ISHARES CORE TOTAL USD BOND MARKET ETF | $4,734.15万 | 3.06% | 1,026,040 | 104,372 | 11.3% | $481.57万 | 加仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $4,822.69万 | 3.11% | 636,575 | 16,419 | 2.6% | $124.39万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $5,362.01万 | 3.46% | 696,636 | -43,949 | -5.9% | -$338.28万 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $6,083.48万 | 3.93% | 275,383 | -10,233 | -3.6% | -$226.06万 | 减仓 |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $6,298.12万 | 4.07% | 992,611 | -54,176 | -5.2% | -$343.75万 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $6,351.36万 | 4.10% | 492,926 | 60,500 | 14.0% | $779.54万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1.34亿 | 8.67% | 187,804 | 42,222 | 29.0% | $3,018.41万 | 加仓 |