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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC COM | $0 | 0.00% | 0 | -5,140 | -100.0% | -$81.91万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION COM | $0 | 0.00% | 0 | -6,381 | -100.0% | -$70.42万 | 清仓 |
| — | TOPBUILD CORP COM | $0 | 0.00% | 0 | -1,550 | -100.0% | -$64.66万 | 清仓 |
| XYL | XYLEM INC COM | $0 | 0.00% | 0 | -4,380 | -100.0% | -$59.65万 | 清仓 |
| — | ISHARES HIGH YIELD CORPORATE BOND BUYWRITE STRATEGY ETF | $0 | 0.00% | 0 | -16,444 | -100.0% | -$49.10万 | 清仓 |
| DHR | DANAHER CORPORATION COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EL | LAUDER ESTEE COS INC CL A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SONY | SONY GROUP CORP SPONSORED ADR | $0 | 0.00% | 0 | -14,499 | -100.0% | -$37.60万 | 清仓 |
| SAP | SAP SE SPON ADR | $0 | 0.00% | 0 | -1,527 | -100.0% | -$37.43万 | 清仓 |
| ARGX | ARGENX SE SPONSORED ADR | $0 | 0.00% | 0 | -432 | -100.0% | -$36.33万 | 清仓 |
| SOXQ | INVESCO PHLX SEMICONDUCTOR ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYDB | ISHARES HIGH YIELD SYSTEMATIC BOND ETF | $0 | 0.00% | 0 | -7,573 | -100.0% | -$35.86万 | 清仓 |
| NWG | NATWEST GROUP PLC SPONS ADR | $0 | 0.00% | 0 | -20,313 | -100.0% | -$34.96万 | 清仓 |
| SNOW | SNOWFLAKE INC COM SHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MMM | 3M CO COM | $0 | 0.00% | 0 | -1,965 | -100.0% | -$31.47万 | 清仓 |
| CFR | CULLEN FROST BANKERS INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQV | IQVIA HLDGS INC COM | $0 | 0.00% | 0 | -1,366 | -100.0% | -$30.79万 | 清仓 |
| ICVT | ISHARES CONVERTIBLE BOND ETF | $0 | 0.00% | 0 | -3,106 | -100.0% | -$30.60万 | 清仓 |
| RELX | RELX PLC SPONSORED ADR | $0 | 0.00% | 0 | -7,214 | -100.0% | -$29.32万 | 清仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $0 | 0.00% | 0 | -1,567 | -100.0% | -$26.57万 | 清仓 |
| WDAY | WORKDAY INC CL A | $0 | 0.00% | 0 | -1,221 | -100.0% | -$26.22万 | 清仓 |
| — | HERITAGE COMM CORP COM | $0 | 0.00% | 0 | -20,186 | -100.0% | -$24.24万 | 清仓 |
| MDT | MEDTRONIC PLC SHS | $0 | 0.00% | 0 | -2,520 | -100.0% | -$24.21万 | 清仓 |
| SE | SEA LTD SPONSORD ADS | $0 | 0.00% | 0 | -1,809 | -100.0% | -$23.08万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $0 | 0.00% | 0 | -1,419 | -100.0% | -$22.62万 | 清仓 |
| APP | APPLOVIN CORP COM CL A | $0 | 0.00% | 0 | -335 | -100.0% | -$22.57万 | 清仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $0 | 0.00% | 0 | -3,562 | -100.0% | -$22.00万 | 清仓 |
| OMC | OMNICOM GROUP INC COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $0 | 0.00% | 0 | -674 | -100.0% | -$21.07万 | 清仓 |
| ALC | ALCON AG ORD SHS | $0 | 0.00% | 0 | -2,743 | -100.0% | -$21.00万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC COM | $0 | 0.00% | 0 | -1,198 | -100.0% | -$20.79万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $0 | 0.00% | 0 | -1,003 | -100.0% | -$20.37万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $0 | 0.00% | 0 | -2,260 | -100.0% | -$20.07万 | 清仓 |
| AGNC | AGNC INVT CORP COM | $0 | 0.00% | 0 | -10,968 | -100.0% | -$11.76万 | 清仓 |
| AMCR | AMCOR PLC COM NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCC | CCC INTELLIGENT SOLUTIONS HLD COM | $0 | 0.00% | 0 | -11,720 | -100.0% | -$9.32万 | 清仓 |
| JFR | NUVEEN FLOATING RATE INCOME FD COM | $0 | 0.00% | 0 | -10,625 | -100.0% | -$8.32万 | 清仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME FD COM SHS | $0 | 0.00% | 0 | -12,500 | -100.0% | -$6.28万 | 清仓 |
| — | NINE ENERGY SERVICE INC COM | $0 | 0.00% | 0 | -31,871 | -100.0% | -$1.10万 | 清仓 |