Icon Wealth Advisors, LLC
HOUSTON TX · SEC CIK 0001963212
$16.61亿2026Q2 申报市值
420持仓数
37.9%前十大占比 · 第一大 11.7%
40 / 22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
IVV 加仓+$5,300.43万
XOM 新建仓+$2,128.83万
IUSB 加仓+$1,857.93万
CORO 加仓+$1,797.94万
IALT 新建仓+$1,255.19万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$2,357.05万
QUAL 减仓-$2,193.37万
EFV 减仓-$2,060.86万
IWF 减仓-$1,906.88万
IEMG 减仓-$1,465.12万
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 |
|---|---|---|---|---|---|---|---|---|
| HSBC | HSBC HLDGS PLC SPON ADR NEW | $21.02万 | 0.01% | 2,211 | -1,235 | -35.8% | -$11.74万 | 减仓 |
| OKLO | OKLO INC COM CL A | $20.87万 | 0.01% | 3,989 | 8 | 0.2% | $419 | 加仓 |
| SECU | ISHARES SECURITIZED INCOME ACTIVE ETF | $20.78万 | 0.01% | 4,167 | -884 | -17.5% | -$4.41万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $20.62万 | 0.01% | 104 | 104 | — | $20.62万 | 新建仓 |
| — | 374WATER INC COM | $20.59万 | 0.01% | 108,361 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC COM | $20.44万 | 0.01% | 7,217 | -296 | -3.9% | -$8,382 | 减仓 |
| GPC | GENUINE PARTS CO COM | $20.39万 | 0.01% | 1,728 | 1,728 | — | $20.39万 | 新建仓 |
| IX | ORIX CORP SPONSORED ADR | $20.30万 | 0.01% | 5,337 | 5,337 | — | $20.30万 | 新建仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $20.14万 | 0.01% | 2,444 | 2,444 | — | $20.14万 | 新建仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $20.12万 | 0.01% | 1,970 | 1,970 | — | $20.12万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC COM | $19.84万 | 0.01% | 21,518 | 0 | 0.0% | — | 不变 |
| FPF | FIRST TR INTER DURATN PFD & IN COM | $19.24万 | 0.01% | 10,588 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP SPONSORED ADR | $19.09万 | 0.01% | 14,373 | 14,373 | — | $19.09万 | 新建仓 |
| PCG | PG&E CORP COM | $18.00万 | 0.01% | 10,699 | 10,699 | — | $18.00万 | 新建仓 |
| BDN | BRANDYWINE RLTY TR SH BEN INT NEW | $15.58万 | 0.01% | 49,147 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DIVI COM | $15.23万 | 0.01% | 15,910 | 310 | 2.0% | $2,967 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME FD COM | $14.84万 | 0.01% | 12,246 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | $14.75万 | 0.01% | 15,394 | -8 | -0.1% | -$77 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOME SH BEN INT | $14.56万 | 0.01% | 10,176 | 0 | 0.0% | — | 不变 |
| — | CHICAGO ATLANTIC BDC INC COM | $13.93万 | 0.01% | 14,255 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -152,392 | -100.0% | -$2,357.05万 | 清仓 |
| — | TRAVELERS COMPANIES INC COM | $0 | 0.00% | 0 | -9,771 | -100.0% | -$295.32万 | 清仓 |
| — | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | $0 | 0.00% | 0 | -141,502 | -100.0% | -$255.69万 | 清仓 |
| BEN | FRANKLIN RESOURCES INC COM | $0 | 0.00% | 0 | -74,303 | -100.0% | -$218.82万 | 清仓 |
| RTX | RTX CORPORATION COM | $0 | 0.00% | 0 | -10,623 | -100.0% | -$183.55万 | 清仓 |
| TMUS | T-MOBILE US INC COM | $0 | 0.00% | 0 | -2,184 | -100.0% | -$43.28万 | 清仓 |
| YUM | YUM BRANDS INC COM | $0 | 0.00% | 0 | -2,418 | -100.0% | -$38.65万 | 清仓 |
| WPM | WHEATON PRECIOUS METALS CORP COM | $0 | 0.00% | 0 | -2,878 | -100.0% | -$35.95万 | 清仓 |
| NKE | NIKE INC CL B | $0 | 0.00% | 0 | -8,027 | -100.0% | -$35.63万 | 清仓 |
| XYZ | BLOCK INC CL A | $0 | 0.00% | 0 | -4,774 | -100.0% | -$33.16万 | 清仓 |
| BG | BUNGE GLOBAL SA COM SHS | $0 | 0.00% | 0 | -2,317 | -100.0% | -$29.27万 | 清仓 |
| AON | AON PLC SHS CL A | $0 | 0.00% | 0 | -905 | -100.0% | -$29.20万 | 清仓 |
| HL | HECLA MINING COMPANY COM | $0 | 0.00% | 0 | -16,605 | -100.0% | -$29.01万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,446 | -100.0% | -$26.09万 | 清仓 |
| IXC | ISHARES GLOBAL ENERGY ETF | $0 | 0.00% | 0 | -4,223 | -100.0% | -$23.66万 | 清仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL COM | $0 | 0.00% | 0 | -7,443 | -100.0% | -$23.45万 | 清仓 |
| SLB | SLB LIMITED COM STK | $0 | 0.00% | 0 | -4,164 | -100.0% | -$23.19万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -3,895 | -100.0% | -$22.26万 | 清仓 |
| RIO | RIO TINTO PLC SPONSORED ADR | $0 | 0.00% | 0 | -2,265 | -100.0% | -$21.85万 | 清仓 |
| FDS | FACTSET RESH SYS INC COM | $0 | 0.00% | 0 | -908 | -100.0% | -$21.11万 | 清仓 |
| EXK | ENDEAVOUR SILVER CORP COM | $0 | 0.00% | 0 | -15,250 | -100.0% | -$13.57万 | 清仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD SPON ADS | $0 | 0.00% | 0 | -15,000 | -100.0% | -$2.12万 | 清仓 |